leadership – Page 4 – The Healthy Non-Profit

Can’t change your non-profit ways? That’s just BS!

June 1, 2012 DonorDreams Fundraising, leadership, organizational development, Planning

Welcome to O.D. Fridays at DonorDreams blog. Every Friday for the foreseeable future we will be looking more closely at a recent post from John Greco’s blog called “johnponders ~ about life at work, mostly” and applying his organizational development messages to the non-profit community.

Today, we’re focusing on a post that John titled “The Cow Path“. In that post, he talks about cow paths that started hundreds of years ago and somehow have turned into urban roads we drive on today. Of course, there is a classic organizational development point of view at the middle of John’s post. In a nutshell, his point is threefold:

It is relatively easy for organizations to start new initiatives.
It is very, very easy for organizations to continue doing what they’ve always done.
It is downright difficult to stop doing things your organization (e.g. staff, board members, volunteers, and donors) have become accustom to doing.

If you haven’t done so already, please make sure that you take a moment to click over to John’s post because he does a very nice job of illustrating this point. Heck, he even uses a poem from Samuel Walter Foss in his post to drive home this point.

When I read “The Cow Path,” I had to chuckle because it describes so many small non-profit organizations that understand the need to change their resource development approach but don’t understand the threefold organizational development principle laid about in John’s blog post.

Let’s look at an example of a typical non-profit organization that I’ve worked with since the economic crash of 2008:

Start a resource development or annual campaign planning process (aka start a new initiative)? Responses range from a hesitant maybe to a lukewarm yes.
Stop pursuing more and more government money? Responses range from polite resistance to outright defiance.
Stop running so many special events (and stop trying to add “just one more event)? Responses range from polite resistance to outright defiance.
Stop recruiting board members who don’t want to fundraise and who don’t have any skills and experiences with fundraising? Responses range from polite resistance to outright defiance.
Continue writing grants, chasing government funding, running special events, and recruiting warm bodies to sit in the boardroom? You betcha! Full steam ahead.

Why is status quo normally the victor in 70% of change initiatives? Because “we’ve always done it that way” is the enemy of “OMG, there is an iceberg ahead and we need to change course immediately“.

In John’s post, he talks about an exercise he uses called “Stop-Start-Continue”. I’ve been through a similar exercise facilitate by Noel Tichy called “Rattlesnakes and Pythons”. Click here “to read a short description of it in Tichy’s book titled “The Cycle of Leadership”.

Unfortunately, my experience with “Rattlesnakes and Pythons” was similar to John’s findings with “Stop-Start-Continue”. Even when things were identified as needing to be eliminated or squeezed out, there was great resistance to it and sometimes it didn’t happen.

In the end, John is right. As always! There is only one person to blame when change is allegedly out of reach, and we continue doing the same thing over and over again with an anticipated different result.

What a load of BS! Grab that bull by the horns and make some change happen.

If you took 15 seconds and wrote down a few things that you know need to be eliminated from your non-profit organization’s modus operandi, what would be on your list? What process have you used in the past to identify things that need to change at your agency? How effective where you at eliminating those things? Please use the comment box to share your answers.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
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Class of 2012 should inspire all non-profit professionals: Part 3 of 3

May 24, 2012 DonorDreams Fundraising, leadership, organizational development, Planning

On Tuesday, we started a three-part series about educational opportunities for non-profit professionals. The first post looked closely at North Park University and their Master of Nonprofit Administration program (M.N.A.). The second post in the series investigated the Center on Philanthropy at Indiana University and everything they offer. Today, we’re zooming out and taking a wider view.

Lots of institutions

I invested the first two days of this blog series talking about two non-profit studies programs I think are really excellent. However, there are many different options available to those of you wishing to secure a certificate or degree in something related to the non-profit sector. The following is just a short list of other centers and institutes found in the United States:

Institute for Nonprofit Education and Research at University of San Diego
Center for Civil Society at University of California, Los Angeles
Center on Philanthropy and Civil Society at The City University of New York
Center on Philanthropy and Public Policy at University of Southern California
Helen Bader Institute for Nonprofit Management at University of Wisconsin-Milwaukee
Institute for Human Services & Public Policy at Louisiana State University in Shreveport
Institute for Nonprofit Organization Management at University of San Francisco
Johns Hopkins Center for Civil Society Studies at Johns Hopkins University
Lodestar Center for Philanthropy & Nonprofit Innovation at Arizona State University
Nancy Bell Evans Center on Nonprofits & Philanthropy at University of New York

Don’t make a rash choice. Follow the advice that you received from your high school guidance counselor: “Do your homework and thoroughly investigate these programs to find the right fit for you.”

Lots of options

I like to joke with friends and colleagues that I went to the non-profit school of hard knocks to get my degree, but I’m really just being a joker when I say things like that. In reality, I attended the University of Illinois at Urbana-Champaign and received both my BA of Urban Planning and Masters of Urban Planning.

Now some of you are probably wondering what urban planning has anything to do with the non-profit sector. I think Shannon Bond does a great job answering this question in her about.com article titled “A Guide to Nonprofit-Focused Graduate Degree Programs” when she said:

“Is there a program out there for you? You may be surprised at the variety of nonprofit-focused degree programs that exist. Here are descriptions of a few . . . MUP: A Masters of Urban Planning degree focuses on city revitalization, empowerment of impoverished areas, and environmental concerns. Graduates typically secure jobs in such organizations as the UN, USAID, the World Bank, local and state housing agencies and nonprofit organizations that assist the homeless.”

Shannon highlights a number of other graduate degree options including: Masters of Business Administration, Masters of Public Administration, Masters of Public Policy, and a Masters of Social Work. I encourage those of you who are seeking non-profit degrees and certifications to look at all of your options. Click here and start with Shannon’s article.

Of course, going to school nowadays has gotten really expensive. If you can’t afford to enroll in an institution of higher learning, I suggest looking more closely at some of the certificate programs that we talked about in the first and second parts of this blog series.

If neither a certicate or degree are in your future, you can always do it the old fashion way and get some “on the job experience”. The non-profit sector is always looking for good men and women regardless of their level of education.

Did you graduate from a higher education institution with a non-profit related degree? If so, please share more about your alma mater. If not, please share a non-profit experience from your past that you can honestly say helped shape who you are today. We can learn from each other.

Here’s to your health!

Class of 2012 should inspire all non-profit professionals: Part 2 of 3

May 23, 2012 DonorDreams Fundraising, leadership, organizational development

Yesterday, we started a three-part series about educational opportunities for non-profit professionals. Today, we’re taking a closer look at the Center on Philanthropy at Indiana University.

The Center appears to be broken into a few different parts:

The Fundraising School
Academic programs
Research and consulting services
An institute focusing on faith and philanthropy
An institute on women, wealth and philanthropy

Just like North Park University (see yesterday’s post), the Center on Philanthropy at Indiana University offers certifications in Nonprofit Executive Leadership and Fundraising Management. They also offer Bachelor of Arts, Master of Arts, and Ph.D. degrees in Philanthropic Studies. Of course, if you’re like me and not looking for more paper to hang on your walls or letters to place after your name, you can always just sign-up for courses at the School of Fundraising or academic courses through the university. The following is a small sampling of course titles:

Giving and Volunteering in America
Law of Nonprofit Organizations
Developing Annual Sustainability
Planned Giving: Getting the Proper Start
Fundraising for Small Nonprofits

What I like about the last few examples from the Fundraising School is that they are available online.

The research arm of the school is interesting and impressive. Your non-profit organization can hiring consultants to work with you on a variety of projects. Additionally, you can hire one of their research staff members to speak on a number of different topics pertaining to fundraising trends and donor communities.

The thing I love most about the research branch of the Center on Philanthropy is that there are resources available for consumption for people who are simply “lifelong learners”. For example, there is a link on their website titled “Academic Working Papers“. Using the interface on that page, you can find research papers and philanthropy data. The following are just a few examples of papers I found:

Executive Compensation and Gender: A Longitudinal Study of a National Nonprofit Organization
The Market for Charitable Giving
The Effects of Race, Gender, and Marital Status on Giving and Volunteering in Indiana

Here’s to your health!

Class of 2012 should inspire all non-profit professionals: Part 1 of 3

May 22, 2012 DonorDreams leadership, organizational development

Spring is in the air or at least that is what my allergy sensitive nose tells me. This can only mean one thing. Young adults (and even some not so young adults) are donning their mortar board caps and marching down the aisles at institutions of higher education. I really love this time of the year because it is full of hope and promise. So, in honor of the Class of 2012, I will spend the next few days talking about educational opportunities for non-profit professionals. Today, we’re taking a closer look at North Park University and their Master of Nonprofit Administration program (M.N.A.).

I don’t know about you, but “back in the day” my non-profit alma mater was the School of Hard Knocks. I learned how to manage volunteers by jumping in and doing it, succeeding in some cases, and making mistakes in other instances. I learned how to cultivate, solicit and steward donors in the exact same way.

I believe human resource professionals call this “learning on the job”. I know this might sound crazy, but I look back fondly upon all of those experiences (both successful and not so successful) and wouldn’t trade any of it in for all of the wealth in the world.

With this being said, I am excited to see that colleges and universities are now offering certificates and degree programs in a variety of non-profit professions. Here is how North Park University describes their M.N.A. program:

The M.N.A. prepares students for senior-level positions in the nonprofit sector. The curriculum responds directly to skill sets and knowledge required for nonprofit executives and leaders, including board governance, fundraising, financial management, and outcomes measurement.

Some of the classes they offer are packed full of information that today’s executive directors and fundraising professionals need to succeed. The following are just a few course titles:

Annual and Major Gift Fundraising
Measuring Outcomes and Assessment
Nonprofit Financial Decision Making
Human Resources Management
Nonprofit Board Governance and Volunteer Management

In addition to their degree program, North Park University offers a number of non-profit certificates including: Church Administration, Fundraising Management, Healthcare Management, Education Administration, Nonprofit Finance, Nonprofit Governance, Nonprofit Management, and Nonprofit Marketing.

Embedded inside of North Park University’s School of Business and Nonprofit Management is the Axelson Center for Nonprofit Management. It is here that non-profit professionals will find continuing education trainings, webinars, workshops, and an annual symposium. This year’s symposium is scheduled for June 4-5 at the Holiday Inn, Chicago Mart Plaza. While everything looks very engaging, a few of the more interesting training tracks in my opinion are:

Generating Resources
Next Gen
Growth Strategies

Click here for more information about this symposium and find out what they mean by “Reignite Your Vision”.

Did you graduate from a higher education institution with a non-profit related degree? If so, please share more about your alam mater. If not, please share a non-profit experience from your past that you can honestly say helped shape who you are today. We can learn from each other.

Here’s to your health!

Strike three . . . You’re OUT! Because you swung for the non-profit fences.

May 18, 2012 DonorDreams leadership, nonprofit, organizational development

Today, we’re focusing on a post that John titled “My Last At Bat“. In that post, he talks about his last Little League game as a child. As a baseball fan, I immediately fell in love with this blog post. As a fan of the non-profit sector and organizational development, my mind has been spinning for almost a week about how many different ways John’s post applies to non-profit agencies.

I don’t want to give anything away (you really need to go read his post for yourself), but the story is about how John approached his last Little League game with an understanding of what he was “good at doing” and tried to play within his capabilities. His friend took a very different approach and got very different results.

Looking back over the last 15 years, I’ve seen this dynamic play out in many different ways. Here are a few examples:

A non-profit board needs to fill an executive director vacancy. Rather than looking at competencies, skill sets and past experiences, the search committee gets WOWed by a charming big personality. Or they hire the internal candidate who has been a great front line program staffer, but doesn’t have any past experience with fundraising, board development, or financial management.
An executive director needs to hire a development director to provide thoughtful leadership and direction to the agency’s comprehensive resource development program. Rather than identifying what competencies, skill sets and past experiences are necessary for this person to excel and succeed, they interview a hodgepodge of fundraising people including direct mail professionals, grant writers, special event coordinators, and marketing people. Again, they end up hiring a special event person and ask them to do something that they don’t have a track record of doing.
The board development committee needs to recruit a new class of board volunteers. Rather than complete a gap analysis to determine what skill sets and experiences incoming board volunteers need in order to help move the agency forward, the committee puts together a list of “friends” who they know will likely say YES if asked. In the end, the wrong people are sitting around the table. They are all well-intentioned, but the boardroom feels dysfunctional and engagement is lacking.

Why do so many of us in the non-profit sector ask people to do things that are outside of their immediate capabilities?

I know that you can hit a single, but I need you to hit a home run today!

The silly thing is that stringing together a few singles puts a few runs on the scoreboard in the same way that hitting a home run will do. Translated into “non-profit speak” . . . asking people (employees and volunteers) to do what they do well will advance your cause as much or more than asking them to do something that they haven’t done before.

Here are just a few suggestions to get our conversation going:

Don’t ask a volunteer who hasn’t done any fundraising to join your board.
Don’t hire an executive director who hasn’t been an executive director before.
Don’t ask a volunteer solicitor to ask a donor for a significant contribution unless they’ve also given significantly.
Don’t hire a special event person to write grants unless they’ve been successful at doing it somewhere else.

I am sure that some of you are bristling at these suggestions and have good examples of when you might want to do one of these things. Please know that these suggestions are not meant to be “absolutes”. However, if you plan on asking someone to do something that they don’t have much experience doing, then you must adjust your expectations. You need to expect failure at first. You need to view it as a “project” and invest in training and professional development, accordingly.

Do you ask your employees and volunteers to “play within their abilities”? Or are you someone who is always encouraging them to hit home runs for your agency? How do you guarantee that you’re hiring and recruiting the right people for the right jobs? What would you add to the list I started a few paragraphs ago around Do’s and Don’ts? How have you managed your employees’ and volunteers’ disappointment when they fail to hit the home run that you asked them to hit?

If you haven’t done so yet, please go read John Greco’s post “My Last At Bat“. When you’re done, circle back to this post and share your comments, thoughts and answers to some of the questions I’ve posed using the comment box below. Let’s learn from each other.

Here’s to your health!

What won’t non-profits do to excite their board volunteers?

May 17, 2012 DonorDreams Board development, leadership, organizational development, Planning, volunteers

I ran across an awesome article while “Googling around” the other day. It was titled “Nine Keys for Reinvigorating Board Leadership,” and it was written by Paul Connolly, a Senior Vice President of TCC Group. While digesting this article, my mind first turned to those executive directors who I’ve seen in the last decade that actively try to disengage their board volunteers. After mentally traveling down that road (ugh … and it is an ugly road), I got more positive in my thinking and focused on all of the crazy things I’ve witnessed in the name of “board engagement”.

The following are just a few quick things I’ve seen over the years:

Of course, many organizations have turned to the good old fashion “mission moment” as part of their board meeting agenda.
How many “board retreats” have I seen organized all in the name of “engagement”? Ugh … too many!
One organization I worked with decided that social opportunities such as “Happy Hour” should be a part of their engagement solution.
I’ve heard some boards talk about putting together a mentoring program that hooks new board members up with tenured ones.
One organization I know even rented a trolley, loaded up its board volunteers and donors, and drove it from site-to-site as part of a facilities tour strategy focused on getting key stakeholders re-engaged in mission.
Oh yeah. You can’t forget about the “big conference” strategy where the executive director takes a board member (or a few) to one of those big inspirational conferences. When everyone returns, those board members are asked to “make a presentation” back to their fellow board members about what they learned. Hopefully, sparks of excitement ignite interest and activity.

Oh, the things I’ve seen. I could go on and on and on. I doubt that there isn’t anything an executive director, who actually wants an engaged board, would do to achieve this goal. Of course, when this topic of conversation usually comes up, there is an overwhelming desire to bypass “strategy” and go right to “tactics”

When I read the article by Paul Connolly, I had a moment of clarity because he didn’t go right to tactics. He focused on the following nine strategies:

Encourage board members to tell each other what motivates them to serve.
Educate board members about the organization and their responsibilities.
Hold the board accountable for its own performance and conduct a candid board assessment.
Compel the board to continually plan for the future and focus on results.
Infuse board meetings with more meaning.
Add some new board members and graduate some existing ones.
Nurture future leadership.
Develop a synergistic board-CEO partnership.
Consider alternative models for governance.

Ohhhhhhh! Ahhhhhhh! Has your curiosity been piqued? I know mine was. If you are intrigued and want to learn more about more deeply engaging your board volunteers, then I have two suggestions:

First, I strongly urge you to read Paul Connolly’s article “Nine Keys for Reinvigorating Board Leadership“.

Second, circle back here to DonorDreams blog and engage your fellow non-profit professionals in a discussion using the comment box found below. We can all learn from each other, especially if we share examples of what we’re doing and what has worked (or not worked) for us.

So, are you one of those executive directors who focuses on deepening board engagement? If so, why? If not, then why not? What things have you done or seen others do in the name of board engagement? Did Paul Connolly’s article trigger any ideas? If so, please share.

Here’s to your health!

Work-Life Balance for non-profit professionals? Ask a donor for help.

May 11, 2012 DonorDreams Donor-centered fundraising, leadership, organizational development

Today, we’re focusing on a post that John titled “At Peace“. In that post, he talks about two different pictures and uses those images to illustrate the point that there is a difference between “at peace” and “getting some peace”.

After reading this post, I couldn’t get my mind off of the idea of work-life balance. This topic of conversation comes up all the time when I’m talking to non-profit professionals. As I previously blogged about in a post titled “Kissing While Driving for Non-Profit Agencies,” non-profit organizations are typically under-resourced. As a result, almost all nof the on-profit professional who I know wear multiple hats, lack balance in their life, and appear to be on the brink of “going postal”.

At Peace? Definitely NOT!

Over the last 15 years, I’ve battled with the ideas that John eloquently lays out in his blog post. The following are just a few things that I’ve tried:

Attending time management trainings (e.g. FranklinCovey, David Allen’s Getting Things Done, etc)
Using various time management tools ranging from FranklinCovey to Microsoft Outlook. I’m now a Android smart phone junkie, who is utterly lost in life when my device isn’t within reach.
Going on vacation
Quiting my job and opening The Healthy Non-Profit LLC

In hindsight, John is so right . . . I was “getting some peace” in most of those instances. So, what can non-profit professionals do to be “At Peace“????

I like John’s suggestion that re-evaluating and adjusting our expectations about what “peace” really means. In his post, he talks about the picture of a violent waterfall, jagged mountains and an angry sky being a picture of “peace”. Maybe accepting this idea rather than fighting against it is more than half the battle.

I also like John’s challenge at the end of his post where he asks the following question:

“Perhaps, when leaders disrupt our peace when making organizational changes, they should orchestrate efforts to enable us to adapt and change?”

As I contemplate this question, I struggle with what those efforts might look like.

So, I have a suggestion for all of you who find yourself struggling with the same question:

Open your donor database.
Run a report showing your agency’s top 50 lifetime donors.
Scan the list in search of a donor who owns their own business, has gone through some change initiatives in the last few years, and appears to be busy and yet peaceful.
Pick-up the phone and call that donor.
Invite them out to share a cup of coffee.
Tell them about John’s blog post topic.
Ask them to share their secrets to success with regards to being “at peace”.
Ask them what efforts they orchestrated at work to help their employees adapt and change and in effect putting their workplace “at peace”.

Not only will you most likely get some great advice, but this conversation will have a “stewardship effect” for that donor. It will deepen a relationship with someone who is already important to your organization.

I like this suggestion mostly because it reminds me of the fact that donors are not just ATMs that produce cash every time we ask for it. Donors are friends and part of our non-profit family. We can put this principle in action by asking them to donate their knowledge and experiences in addition to their financial contributions. In doing so, the relationship gets stronger and grows.

Do you struggle with work-life balance issues at your non-profit organization? What have you personally done to try to achieve balance? What has your agency done to help facilitate this idea of being “at peace”? Have you ever engaged donors in questions like this? How did it work out for you?

Please scroll down and share your thoughts in the comment box. We can all learn from each other.

Here’s to your health!

Where are the philanthropists and non-profit board volunteers of tomorrow?

May 10, 2012 DonorDreams Fundraising, leadership

A few weeks ago I had the honor and privilege of having breakfast with one of my community’s iconic philanthropists. His family name is legendary around here. They have contributed lots of money to a number of different non-profit organizations, and those who don’t receive any support from this family pursue them like a dog looking for a lost bone.

During our breakfast meeting, he shared a concern that I’ve heard many non-profit people express over the last 12 years that I’ve worked and lived in this community:

Where are the philanthropists and non-profit board volunteers of tomorrow?

As has been the case in most communities for as long as anyone can remember, there is a small circle of very influential people who own businesses, employ lots of people, possess a fair amount of wealth, sit on non-profit boards, and influence policymakers and opinion-shapers.

This small group of very influential people is getting older and their numbers are dwindling. While the circle always seemed to replenish itself in the past, there is this feeling that we now live in different times. Many of the non-profit people in my community with whom I speak are concerned that the next generation isn’t apparent or obvious. I even see some agencies starting to recruit the next generation from the current of circle of philanthropists because they’re not sure what the future looks like and this is as good of a strategy as anyone can think of.

My breakfast partner weighed in with his opinion, and I found myself enlightened and frightened all at the same time.

He believes that globalization of our economy is at the root of this trend.

The old economic paradigm produced locally owned business people who amassed wealth and influence. They lived locally. They employed their neighbors and friends. They were able to see firsthand and comprehend the idea of “community need,” and it was in their personal and business interests to invest back into the community.

The new economic paradigm aggregates business in the hands of large multinational corporations that play on a global stage. As a result, our community gets “big box stores” rather than locally owned and controlled businesses. The decision-makers for these very large companies don’t live here. In fact, many of these corporations are located in large markets like Chicago, New York and Los Angeles. Or even more challenging, they are located overseas and their idea of “philanthropy” can be a little different from ours for cultural reasons.

In the opinion of my breakfast partner, the effect of globalization on the non-profit sector is and will be devastating!

He believes that for communities that are not major cities, the days of a small inner circle of influential philanthropists may be over.

When there isn’t a small group of wealthy business owners who live locally and are motivated by personal and business interests to participate in philanthropic activities, then he hypothesized that charitable giving will get tighter and non-profit mergers aren’t far down the road.

Finally, he believes this trend is most devastating inside of the non-profit board room. He sees many well-intentioned volunteers agreeing to do their part and serve on non-profit boards, but he sees these individuals lacking the financial resources, social networks and business acumen necessary to fuel an effective non-profit sector.

In the final analysis, he thinks the non-profit sector in smaller communities will be radically restructured in the next decade as a result of economic globalization trends.

I think that I agree. It is very possible that this economic trend will be what fuels non-profit mergers and acquisitions. It will also likely re-shape board development and resource development best practices.

As breakfast came to an end and we said our goodbyes, I was left with one thought that is more than two millennia ago by the Greek philosopher Heraclitus of Ephesus:

“The only constant is change.”

My conclusion? We can sit around our non-profit boardroom tables and lament change. Or we can recognize the challenges and adjust to the headwinds.

I say . . . Upward and onward! I have faith that the non-profit sector can and will adapt and evolve. We always have and I suspect we always will; however, let’s not drag our feet and let’s a move on it because “change” is coming fast.

So, I’m curious about what you think about this one philanthropist’s opinion about the effects of globalization? Are you having the same conversations in your community? What do you see other non-profits doing to adjust to what they perceive as winds of change? What are you doing? Please scroll down and share your thoughts in the comment box. We can all learn from each other.

Here’s to your health!

Non-profits under fire: Measure this! Measure that!

April 27, 2012 DonorDreams Fundraising, leadership, organizational development

Today, we’re focusing on a post that John titled “How Much Do I Love Thee?“. In that post, he talks about the recent obsession in the workplace to measure EVERYTHING (e.g. SMART goals, Management by Objectives, etc) and pushes back on the idea that everything must be quantifiable. He starts his post with the following quotation from Albert Einstein:

“Not everything that can be counted counts, and not everything that counts can be counted.”

Every non-profit professional in the world knows that our sector is under extreme pressure to conform to the trends that John references in his blog post. Here are just a few examples:

measuring community impact,
program outcomes measurement,
employee performance (e.g. management by objective), and
measuring donor loyalty.

Neither John nor I (or Einstein) are saying that we must fight this trend; however, there are things that are not measurable that must be considered and brought in the equation.

More concerning to me is the impact that this trend seemingly has on fundraising practices. Specifically, I’ve heard more and more fundraising professionals talking about program outcomes and how it can be used to demonstrate “return on investment”.

Speaking as a donor, I love hearing that my local Boys & Girls Club’s homework assistance program resulted in 75% of kids either maintaining or improving their grades. However, I really want to hear the personal stories about little Jack and Jane; Jose and Irma; or LaShaunda and Xavier. There is something inspirational in those stories. More importantly, it helps me understand the impact of that program.

I think the Center of NonProfit Excellence stated it best in their marketing for a 2010 training titled “Narrative Philanthropy: Stories that Result in Gifts”:

“But the pendulum may have swung as far as it can in the direction of statistics and outcomes. Accountability is crucial, but cannot account for the fact of why people give. What explains the emotional impulse to give? Stories. One good story is worth at least 10,000 measurable outcomes.”

If you get a chance, I encourage you to click here and read more about Jim Grote and his ideas around Narrative Philanthropy.

I also like what Norma Cameron said a few weeks ago in her blog post titled “The Power of Legacy Stories: A Daughter’s Love“. You should check out an awesome template that Norma created to gather legacy stories from your donors. A link to this tool is embedded in her blog post.

Circling back to John’s blog post — “How Much Do I Love Thee?” — he drives home his point by posing a simple question: “How much do you love your spouse?” Of course, there is no way to answer this question in a quantifiable manner.

The same holds true for the non-profit version of this same question:

How much do your donors love your organization?

While you may be able to look at your donor database LYBUNT reports and review the results from a recent donor survey, I suspect none of this data will ever truly answer the critical question that I just posed. Nevertheless, this doesn’t mean that you stop trying to answer the question.

So, what should donor-centered fundraising professionals do???

I suggest picking up your phone, calling that donor, and inviting them out for a cup of coffee or lunch. When you are sitting across the table from them, do what Jim Grote suggests . . . tell them stories (and pepper in a little outcomes and impact data). Make them smile. Make them feel good about their last donation. Once you get to this point, you may want to take Norma Cameron’s suggestion and ask the donor about collaborating on the creation of their “legacy story”.

Yes, I know how busy many of you are. I am not suggesting this approach with all of your donors or the folks who buy raffle tickets to support your mission. Surely, you know who your most important donors are. Right? For small organizations, this might be a great project for your Top 5, 10, or 25 donors. For large organizations, the sky is the limit. This might even be a great cultivation/stewardship project in which fundraising volunteers can be trained and included.

I suspect this is can be woven into all organization’s Major Gifts and Planned Giving programs.

Where is your organization at with all this “measurement” stuff? What are you doing to adjust to the trend and ensure that you’re not over compensating? Are you having success aligning with United Way’s “Community Impact” model? Do you employ any of Jim Grote’s or Norma Cameron’s Narrative Philanthropy suggestions in your resource development program? Please scroll down and use the comment box to share a little bit of your experiences. We can all learn from each other.

Here’s to your health!

Who should be “driving the bus” at your non-profit agency?

April 19, 2012 DonorDreams Board development, leadership, organizational development, Planning

In my travels, I’ve seen hundreds of non-profit organizations, and I must admit that they come in all sorts of different sizes and shapes . . . Big ones, little ones, short ones, tall ones, skinny ones, fat ones . . . you get the picture.

However, one question has haunted me for as long as I’ve worked in the non-profit sector and it is the title of this morning’s blog post:

“Who is responsible for driving the bus?”

Yes, I’ve heard all of the “best practices” and expert advice. I’ve sat through too many training events. Heck . . . I’ve even been the trainer for a number of those training events and sounded very much like the expert on this subject.

However, this question still haunts me because I see everyone answering it differently.

For example, staff are obviously responsible for day-to-day operations, but who gets to decide:

Which programs get run?
What impact and program outcomes get measured?
What new BIG grants (that might require new programming and new things to be measured) should be written?

I suspect that many of you have answers for these questions. I also suspect that there are many different answers. Some of you might see this as a question of “micro-management” and others of you might see “policy implications” all over the place.

Many moons ago, when I worked at my local Boys & Girls Club, I was presented with an opportunity to apply for a very large state grant. Many of you have probably heard of 21st Century Community Learning Center grants (this opportunity is part of the federal No Child Left Behind legislation). When I was presented with this opportunity, these were some of the facts I was facing:

The grant (if received) would increase the agency’s budget by more than 25 percent,
We would need to open a new site by asking a local school to share some of their space with us after-school (aka new collaboration with memorandum of understanding spelling out responsibilities of all parties)
The grant would result in hiring more staff (e.g. increasing overall staff size by 25 to 50 percent) and serving more kids (expanding membership by approximately 25 percent)
The type of staff we were accustom to hiring would change because the school district obvious wanted us to hire their teachers (and pay them the after-school stipend rate negotiated in the collective bargaining agreement)
The grant would require some different programming and outcome measurements.
The grant also required that some serious thought be put into “sustainability planning”. How would we continue serving those kids after the five-year grant expired. How would we fund it? Where would we provide service?

I was in favor of applying for this grant. It was a game changer for the organization. However . . . how much authority did I have as the executive director to make this decision. Sure, at first blush, the question was simple . . . “Apply for this one grant? Or don’t apply?” . . . but one question leads to another and then another.

So, what parts of this decision belong to the board of directors and what parts belong to staff? AND what parts needed to be shared between board and staff? AND what happens if there wasn’t agreement?

In the end, I engaged the Program Committee and came to the table with my “case for change”. We talked about it, agreed on all fronts and made the recommendation to the board of directors. The grant was written. We were selected to receive funds. We signed the contract with the state board of education. And the rest, as they say, is history.

That was easy . . . Right? NOPE! Because I see everyone making similar decisions in very different ways. Why? Because it isn’t easy and every non-profit organization has a different culture with different levels of organization capacity.

Is there a RIGHT answer to this question? I think so.

I believe there are A LOT of policy questions wrapped up in aforementioned example, and all policy issues clearly belong to the board of directors. Additionally, I see grants the same way I see “contracts,” and every non-profit bylaws document that I’ve ever looked at has clearly stated that entering into a contract is the responsibility of the board.

So, why do I see so many non-profit and fundraising professionals working alone on identifying grant writing opportunities, writing the grant proposals and committing the agency to the terms of the grant agreement (or asking their board after-the-fact to rubber stamp the grant agreement)?

Why do staff let this happen? Is it because we really don’t want the headache of having to build consensus? Or is it because of time constraints? Why do boards let this happen? Is it because they don’t know what the right answer is and in the end would rely on staff to inform their opinion? Or is it that they don’t understand their roles & responsibilities as board members? Or is it simply lack of time? And regardless of how you answer these questions, does it really change the fact that there is a “right answer” to the big picture question and our responses to these smaller questions really just amount to nothing more than rationalization and justification for doing something we know is wrong?

Today’s post really does raise some serious governance issues that most non-profits of all sizes and shapes struggle with on a daily basis. Please scroll down and use the comment box to share your thoughts as well as examples of how your agency has dealt with this issue. We can all learn from each other.

Here’s to your health!