Best of the Old and New

Click to read about the Austin Powwow and American Indian Heritage Festival.
Click to read about the Austin Powwow and American Indian Heritage Festival.

Attending the 24th Annual Austin Powwow in November, 2015 was an amazing experience. I was excited to learn about the organization, Great Promise for American Indians.

The mission of Great Promise for American Indians is to preserve the traditions, heritage and culture of American Indians, and to support the health and education needs of their youth and families. We do this to honor the past, and to ensure the future.

I urge you to review the website and consider supporting Great Promise! Follow this link to see Carolyn’s Tumblr and my photo essay about the Powwow (which also includes a few Instagram video links).

The mission statement above brings to mind a concept I hold true in my own profession: nonprofit fundraising professionals should both honor the past – traditional, proven methods of educating, cultivating, soliciting and stewarding relationships with donors – while also adopting new methods. In this way, we will ensure a sustainable future for the nonprofit organizations we support.

The iPhone photograph above features a striking Indian in colorful formal dress using a mobile phone to photograph the traditional dances taking place on the floor below. He summarizes well the theme of this post!

npENGAGE noted in, “5 Ways Technology Will Shape the Nonprofit Sector” back in 2014 (and still true today), “Think back even five years ago, ten years ago – how different is the nonprofit landscape now compared to then? It’s pretty dramatic.” Follow the link to read about the five trends: mobile, analytics, software, cloud and social media.

In, “Enhacing Your Major Gift Fundraising Strategy with Analytics” by Carol Belair (August, 2015), she wisely notes,

“Growing a relationship over time with newly identified prospects is key to developing or enhancing major gifts programs or initiatives. Keep in mind that even though an analytics project may identify a new crop of prospects able and willing to give more significant gifts to your organization, the scores themselves don’t guarantee that you will raise a particular amount of money or that individuals will give you a more significant donation.”

One of my earliest posts focuses on using “high tech” research methods to identify major gift prospects. I consider those methods to be invaluable. I have seen firsthand how major gift campaigns that at first appeared to lack an adequate number of prospective donors, suddenly have a dearth of them once proper research was conducted.

The best of both worlds when it comes to major gift fundraising includes detailed research and analysis using the latest technologies, combined with traditional methods of education, cultivation, solicitation and stewardship, all with genuine caring and thoughtfulness on the part of the development professionals involved.

But the nonprofit sector still has work to do when it comes to marrying traditional and modern approaches to fundraising and communication. Nonprofits generally fail to engage current and potential donors using social media, for instance.

The New Hampshire Business Review notes in, “Charities Don’t Make the Grade on Social Media Scorecard” (October, 2015):

“’While the overwhelming majority of organizations are on social media and do a good job of posting regularly, very few use these channels to genuinely engage with their constituents,’ said Rick Dunham, president and CEO of Dunham+Company, a consulting firm specializing in nonprofit fundraising and marketing. ‘Charities generally use social media channels to advertise events or as a ‘billboard,’ but rarely do they use them as a way to engage donors in conversation. This will be important to remember as we approach the holiday giving season.'”

One of the prevailing themes of Carolyn’s Nonprofit Blog is that high net worth households own more digital devices than the general population, and they are highly active on social media. They conduct business and spend their leisure time using a variety of convenient mobile devices. It makes sense for nonprofits to use these tools to communicate with and engage those capable of making significant charitable donations.

Pew Research Center notes in, “U.S. Technology Device Ownership: 2015” (October, 2015):

“… Device usage has notable social and cultural implications, and there are sometimes important political and macroeconomic consequences to the way people use their gadgets. For instance, every major media industry – those built around video, audio and text – has been disrupted by these devices.”

Follow this link to learn about the specific demographics of American smartphone ownership, cell phone, tablets, laptops and more.

Some fundraising professionals remain focused entirely on less modern methods in major gift fundraising. And, I have taken the “heat” for my blended approach on more than one occasion.

But the fundraising profession is changing. My discovery is simply this: one person can accomplish a great deal when armed with the proper technology, software, and positive mental attitude. Sometimes one person can accomplish as much or more than several major gift professionals and/or consultants. This is a trend worth watching, and a situation of not only adapting to change, but embracing it for a more sustainable, efficient and effective future.

GuideStar: Invaluable Nonprofit Resource

Click to reach GuideStar.
Advanced research can help prevent mistakes when approaching a foundation. It is also true that many donors (and their professional advisors) use GuideStar to review nonprofits for potential funding. Click to reach GuideStar.

“If you care about nonprofits and the work they do, then you’re affected by what GuideStar does. Here at GuideStar we gather and disseminate information about every single IRS-registered nonprofit organization. We provide as much information as we can about each nonprofit’s mission, legitimacy, impact, reputation, finances, programs, transparency, governance, and so much more. We do that so you can take the information and make the best decisions possible.”

In 2013, I was asked by GuideStar to share my experiences using its database. Here are links to two case studies:

Today, the first resource I consult when researching a potential donor is GuideStar. Surprised?

Not only does GuideStar provide information about nonprofit organizations in the traditional sense, but you can also find information about donors like private foundations that are themselves nonprofit.

There is an ocean of data about nonprofit donors on GuideStar!
There is an ocean of data about nonprofit donors on GuideStar!

Among my favorite resources are the tax returns. Sometimes even the best online and printed foundation directories do not reveal the current state of a foundation. By reviewing their tax returns in GuideStar, you can discover who is currently serving on a foundation’s board of directors (and who is serving in what positions of leadership); you can find new contact information for the foundation (and sometimes, individual trustees); you can learn the latest projects funded (and sometimes foundations can change their funding focus areas without notice); you can discover the amounts of the grants awarded (thereby indicating the level of potential interest in your perhaps similar project);  and more.

Try the “advanced search” function on GuideStar, and you can discover such things as every museum in the state of Texas (and you can sort by budget size), or, every human services nonprofit in the state of Virginia, for instance.

GuideStar Data at a Glance (2013)

1.8 million IRS-recognized tax-exempt organizations
5.4 million Form 990 images
3.2 million digitized Form 990 records
6.6 million individuals in the nonprofit sector

For me, the printed and online foundation directories are excellent resources for honing-down generally on prospective donors I want to research. But the truth is, the tax returns tell a more exact story about their current circumstances.

There are other research resources that provide general assistance in this regard, among them The Foundation Center’s “Foundation Finder,” and the National Center for Charitable Statistics. I personally find GuideStar to be the most accessible, and I like the added benefits of its GuideStar Exchange Program, the GuideStar blogs, and the ability of individuals to review nonprofits via GreatNonprofits (your reviews are linked to the organization’s GuideStar profile). In fact, you can click on this link to find my “ongoing” GreatNonprofits reviews.

But these are just the tip of the iceberg! I urge you to explore GuideStar’s website to discover all the helpful information and resources it provides. And my hearty thanks goes to GuideStar for featuring my two case studies. I hope you will take the time to read and enjoy them!

Best wishes for your fundraising success,

Carolyn M. Appleton

Twitter notes ....
Twitter notes …