"No Unsolicited Proposals" - What happens when there are no doors for smaller nonprofits to open

An October 2015 opinion piece in the Chronicle of Philanthropy noted that 72% of US charitable foundations do not accept unsolicited grant proposals, a significant increase from just four years ago, when that number was 60% (“Let’s Require All Big Foundations to Let More Nonprofits Apply for Grants,” by Pablo Eisenberg, Chronicle of Philanthropy, October 20, 2015). The author goes on to say that:

“Organizations that are small to medium size as well as those that represent poor, minority, and other grass-roots constituencies, pursue controversial causes and activities, or lack influential connections or friends struggle to get foundation support. This invitation-only system allows foundations to perpetuate inequality in American society, and that’s why Congress, regulators, and nonprofits must come together to force change... Foundations and their wealthy benefactors receive enormous tax benefits that subsidize their operations. Donors receive upfront deductions of 40 to 50 percent for their gifts, while foundations are exempt from local and state taxes as well as from taxes on their investment income. In exchange for these benefits, foundations and donors have an obligation to the public to ensure that their philanthropy is accessible to all nonprofits that want to apply for grants.”

As someone who has helped nonprofits pursue foundation grants for two decades, let me share with you how this looks from the nonprofit’s side:

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The nonprofit researches foundations that might be interested in its work.

The nonprofit sees that the foundation does not accept unsolicited proposals and gives up on the idea of reaching out to the foundation.

Unfortunately, every foundation the nonprofit identifies says that it does not accept unsolicited proposals. Lacking a robust major gifts program (attaining five-figure, six-figure, or higher donations from individuals) or other substantial funding streams, the nonprofit plods along with an annual fundraising campaign, wondering how it will ever expand its services to meet growing needs.

OR

The nonprofit’s in-house fundraiser or fundraising consultant says “Don’t worry about that ‘no unsolicited proposals’ thing – it just means that you have to reach out to the foundation, tell them about our organization, and get it to invite you to submit a proposal.”

A debate ensues about whether or not they should reach out to a foundation officer or the foundation’s board.

Because nobody wants to make a “cold call,” some passing-the-buck takes place around who should make the call.

The fundraising consultant says that she can no longer make these outreach calls on behalf of the nonprofit because she is not registered as a solicitor with attorney general of the state in which the foundation is located, and the foundation would rather hear directly from the nonprofit’s staff, anyway.

The Executive Director of the foundation reviews the prospect research and makes a call to the foundation’s executive director or a program officer.

The Executive Director does not hear back.

The Executive Director calls again a week later.

The Executive Director does not hear back.

The Executive Director sends a follow-up email a week later.

The Executive Director receives a polite email from the foundation, saying the foundation is not accepting unsolicited proposals, has spent out everything it can spend for this year, is no longer funding XYZ....

OR

The Executive Director does get a call back from the foundation. The conversation goes fairly well, and the nonprofit is invited to submit a proposal. The nonprofit spends 15-20 hours deciding what to apply for, compiling the proposal and all of the required ancillary materials (budgets, audited financial statements, board lists, and more) submitting the proposal, and following up – all while other projects and priorities fall by the wayside. The proposal (a) is rejected, (b) is moved to the next docket, which is happening in six months, or (c) gets an “entry level” gift of 10% - 20% of the original ask.

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Certainly, there are scenarios that play out more happily than this, scenarios in which the nonprofit and the foundation’s staff work collaboratively to present a proposal to the foundation’s board that will be accepted at a level close or equal to what was requested. This first gift will lead to a longer-term collaboration between the nonprofit and the foundation, one in which both entities pursue their visions and achieve their missions.

My experience says that this dream scenario is becoming a less frequent reality. As more and more nonprofits are established in the US (there now are more than a million of them, according to the National Center for Charitable Statistics), there is increasing competition for funds. I believe that there may simply be too many nonprofits in the US, and some of these organizations that cannot sustain themselves should probably close or merge. But I also have observed that many substantial foundation gifts are made because somebody knew somebody who opened a door. For those on the fringes, for those without connections, it does not seem to be a level playing field.

Meanwhile, smaller nonprofits are spinning their wheels, spending hours and hours preparing for and pursuing grants that they are very unlikely to secure. Those are hours that could be spent on more mission-driven activities.

I imagine that the situation at foundations can be equally frustrating. When they accept unsolicited proposals (and even when they do not), foundations can be inundated with phone calls, letters, emails and more from nonprofits that do not meet their giving guidelines, do not offer programs or services in which the foundation’s board is interested, or simply do not have a chance of receiving a grant. Distracted and overwhelmed by this, foundation officers cannot adequately turn their attention to the business at hand – helping the board make grant making decisions that advance the foundation’s mission. Furthermore, many foundation grant officers also spend their time helping their current grantees make other funding connections, run effective programs, and more. They do not have the time or resources to address every unsolicited inquiry that comes in.

And, of course, there’s the Golden Rule: He who has the gold, rules. If a foundation knows that they only want to support certain hand-picked projects, that is their prerogative.

So what is a foundation to do? What is a nonprofit to do?

Perhaps there is a way to reach a middle ground. For example, mid-size to large foundations could be required to accept unsolicited proposals, but they also could set parameters, such as “you may only submit one unsolicited proposal over a three year period.” That would force nonprofits to think carefully about those submissions, lest they squander a good opportunity. But even if they accepted those unsolicited proposals, I do not think they could be forced to fund them.

I don’t know what the answer is, but from where I sit, after 20+ years of working with nonprofits and foundations of all sizes and scopes, the philanthropic field and the public interest are not well served by the current hamster wheel of a system.  

25 Ideas for When Your Professional Writing Needs a Creative Jolt

You know that thing when you’ve been writing the same blah, blah, blah for so long that your fingers almost work on autopilot – it’s as if the (same, boring) words just appear there, of their own volition? Or when you find your own writing so mundane that you can’t stand to even proofread it? Or when your own work is entirely indecipherable from that of your colleagues or clients?

It’s time for a creative jolt! I’ve written here before about Writing Prompts for creativity, but now I am proposing another alternative:

Don’t write.

When you need a burst of inspiration or creativity for your writing, sometimes the best thing you can do is to not write at all. When you walk away from your writing, even for a few minutes, you can return to it with deeper insight and fresh energy. Here are a few ideas for ways to hit the restart button on your creativity:

1.            Walk around the block. Instead of spending that walk thinking about everything you have to do, want to do, or wish you had done... find 10 beautiful things. Colors, scenery, textures, sounds. 10 things.

2.            Leaf through a travel magazine. Rip out a page or two, and post them next to your writing space.

3.            Smell something. Anything.

4.            Eat one square of a chocolate bar, or one m&m. Let it melt slowly in your mouth. Notice how it tastes, smells, and feels.

5.            Stretch left. Then right.

6.            Sing your favorite song from elementary school.

7.            Notice your breath. Don’t alter it, by breathing more slowly or more quickly. Just notice it.

8.            Give yourself a scalp massage.

9.            Make a paper airplane. Fly it.

10.            Notice how many things you can hear right now. How long of a list can you make?

11.            Eat a peanut butter and jelly sandwich. Does it remind you of anything?

12.            Come up with a name for a new Ben & Jerry’s flavor.

13.            Do a headstand. Or a cartwheel. Or a sommersault.

14.            Make a “painting” out of the next five things you can get your hands on: White out? Nutella? Shampoo? Orange juice? Lipstick?

15.            Draw a maze.

16.            Make up your own palm reading, for your own palms.

17.            Check out the clouds. What do they look like?

18.            If you had to name the color of the sky right now, what would you name it?

19.            Find something hot. Find something cold.

20.            If you made an autobiographical album, what would it be called? What would be the names of the songs on it?

21.            Tap dance. Tap shoes not required.

22.            Pick a song, and play air guitar.

23.            Try to name all of the characters in your favorite movie.

24.            Feel something soft.

25.            Come up with five other items for this list.

Of course, the Writing Prompts I’ve described also can do the trick! But sometimes the best thing you can do is to get out of that part of your brain. When you activate other parts of your mind, everything can come alive again.

Lauren Brownstein has worked in the non-profit community for more than 20 years as a fundraiser, educator, and program manager. She specializes in: helping grant seekers develop meaningful partnerships with funders, crafting outstanding grant proposals, and working with individual donors to help them make philanthropic contributions that reflect their interests and passions.

Learn more about Lauren’s fundraising and philanthropy work at www.pitchconsulting.com. Purchase her e-book, Grant Writing Quick Tips, and her audio file, Grant Writing for Creative Souls, HERE.

A nonprofit sacred cow: The December Mailing

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With Giving Tuesday upon us, there is no doubt that we are in the throes of the holiday giving season. Traditionally, this is the time when many Americans make their charitable gifts (end of tax year + holiday season = donation season). It is also the time when many, if not most, nonprofit organizations are in a frenzy of year-end fundraising.

Nonprofits will move mountains to get their December “appeal” in the mail (and email) on time. They will lose sleep. They will lose focus. They will sometimes even lose sight of what’s best for the organization, or their key messages, or their organizational priorities, just so they can get that appeal out the door.

I recently posed a question about the December appeal to some fundraising groups on LinkedIn, and boy, did the fundraisers come out of the woodwork to share their two cents! In service to the larger nonprofit/fundraising community, I’m sharing my discussion topic, and a sampling of the responses, with you:

“Avoiding the December Mailing: Not Getting Lost in the Shuffle”

I recently counseled a client, who is in the midst of developing a new case statement, NOT to stress out about doing their biggest mailing of the year in December. Their organization has another major milestone in the spring, and they can craft their biggest mailing around that. Not only will this give them time to thoughtfully complete their case statement and accompanying materials, but it also will avoid the problem of their mailing getting lost in the shuffle of the overwhelming amount of appeals that get sent out in December.
What are your thoughts? Is December truly the end-all, be-all of the annual campaign mass appeal? Have you had success with doing your biggest mailing at another time of year?

[Let me start by saying that there was a bit of a misunderstanding about my question – my fault, no doubt. This client is not completely forgoing a December mail and email appeal. They are still sending something in December. But they are waiting until spring, around a milestone in their organizational calendar, to do a larger mailing that will serve as a rollout and announcement of a new fundraising campaign.]

A sampling of responses:

I've wondered this myself as it a) seems risky but b) makes sense. Everyone is zigging so you zag. I'd say you should do something, simple case and reminders but you don't have to do your big thing. I think that time and quality piece is in play here too. Crap in December can't be better than quality in the Spring.

I've never been a big fan of end-of-year solicitations or appeals that rely heavily on deductibility in their argumentation. As a result, I've encouraged clients (and students) to time appeals for occasions or events (ideally annual ones) that make sense in terms of their organizations' work. That being said, even if their "big" appeal is at another time of the year, organizations with older constituencies should generally still to do a major appeal by US Mail & Email during 4th quarter. There are still just enough habitual 4th quarter givers out there to make this worthwhile.

There are so many reasons the year-end appeal works, and I would suggest cautioning them away from giving up on this tried and true approach. If they feel the direct-mail approach is too cumbersome, they might consider tasteful email solicitations with direct links to an online giving page.

Year-end giving is actually less effort because donors are, to put it simply, in the mood! The media - and now social media - around the holidays provide plenty of encouragement to give. Further, savvy philanthropists put aside money to make charitable gifts at this time of year.

I would also caution not to forego year-end giving, as statistically, donors give at year-end, and it's that psychological momentum and habit (along with the tax deduction) that gets donors to give. Perhaps the organization can do a controlled experiment, and at minimum, mail the donors who have historically given in fourth quarter. If the organization buys mailing lists, they can split the mailing, doing half in December as usual and the other half with their event.

Has the organization looked at their own data for the last three years and seen which of their appeals are the most successful? Our Thanksgiving and year-end appeal is substantially more successful than our February and April appeals.

Your client should send both mailings. Save the big case statement for the spring, sure, but allude to it in the winter mailing. You can't miss the opportunity to be a part of a family's year-end giving decisions. Those same people may well give again in the spring.

I wouldn't be comfortable giving up the December mailing altogether. As [name] mentioned above, hesitant to give up on something so tried and true. 

One of my smaller organizations that is ten years old started with a general appeal at year end. We know that many if not most people make their charitable contributions at year end so we are going to continue to do it. But we have a lot of events in the summer and last year we added a mailing targeted at that time to larger donors only. Using highly personalized letters, we asked for specific, larger amounts to start a major donor society... So I agree that a year-end mailing is not necessarily the end all and be all. There may be other great opportunities during the year for special appeals, even major appeals and you can target them to specific parts of your donor/prospect base.

I think those who say it's the only time that most people give might be assuming peoples' habits without really checking with them to see if that's truly the case. I would suggest that all nonprofits do a survey of their donors to see when THEY would like to give.

It depends on the cause of the NPO, but generally speaking most of the Social Service NPO's I've known generally receive roughly 40% of their annual donations during the November-December time period. NOT doing an appeal in December, could have serious impacts to annual revenue. But, if your client is let's say, Easter Seals, well then obviously a differently timed campaign could be more effective. So, again, depends on the NPO, but from what I've seen, tapping that good ol' Holiday Spirit typically proves effective. 

What conclusions can I draw from these responses?

• We fundraisers are, for the most part, reluctant to give up our sacred cows. Especially when those cows have a tried-and-true track record of being lucrative. Conventional wisdom is conventional wisdom for a reason.
• If you're going to follow conventional wisdom, do it strategically. We have the technology to easily track when people give, how much they give, if they are repeat donors, etc. Use that information to send a December mailing that is targeted, tactical, and creates an imperative to give. 
• We also have the capacity to be more donor-centric when designing our mass appeals. If our donors don't really care about giving in December versus giving during an organizational milestone/touchstone in the spring... then ask them in the spring. If they really want to give in December, follow their lead. To that point: 

 Really, it's not about December. It's about giving when people are in the habit of giving. It's about riding the wave of a spirit of generosity that is in the air. We can target our appeals for whenever that spirit is most alive. Customization, my friends, is key.

Tell your story!

I just read about this resource in the Chronicle of Philanthropy, and I can't wait to share it with all of my great nonprofit pals!

It is "a web platform to help organizations gather, curate, and use stories to effect change." Check it out here:

http://www.stori.es/

Storytelling is having a moment. For years, research has shown that people (i.e. potential donors) respond more, and more generously, to the story of ONE person who is being helped by a nonprofit's work, rather than a barrage of statistics - even if those statistics are really impressive. 

Now, it seems like storytelling is everywhere:

The Meyer Foundation and the Georgetown University Center for Social Impact Communication just released Stories Worth Telling: A Guide to Strategic and Sustainable Nonprofit Storytelling.

The Chronicle of Philanthropy's November 6, 2014 edition included a major spread on nonprofit storytelling (sorry, most content is currently limited to subscribers, but that will likely change).

A Nonprofit Storytelling Conference in Seattle earlier this month was completely sold out.

NPR correspondent Shankar Vedantam (yes, I'm a superfan) recently told us "Why Your Brain Wants to Help One Child in Need - But Not Millions."

Through Consumer Union's stori.es, your organization can gather stories through the use of questionnaires, curate the answers, and develop meaningful stories to share with your stakeholders, including potential donors.

All nonprofits know that they have to do this - gather and share stories - but they don't know how, don't have the staff to devote to the task, can't get organized, etc. Hopefully, this new resource will make it easier to tell the world about the great work you do!

My own resources on creative grant writing, which can help you tell your organization's stories in more compelling and impactful ways, can be found HERE. Check out Grant Writing for Creative Souls.

Happy storytelling. Once upon a time...

Foundation giving hits an all-time high

A new report from the Foundation Center, among other things, foundation giving in the US has reached a record high of $54.7 billion. The report estimates that foundation giving will continue to grow at a few points above inflation in 2014, with independent and family foundations showing an even higher rate of growth. According to the report, in 2012 the US was home to more than 86,000 foundations.

The link above will take you to a one-page infographic/summary. From there you can download the 8-page report, which is also very graphic-heavy and easy to digest.

I put less stock in the numbers related to how/where foundations are giving (e.g. to education, health... or to economically disadvantaged, women and girls...), mainly because the sample size was relatively small - 1,000 larger foundations. However, I do think that the scope of the foundation world, the total amount of foundation assets, the rates of growth, and other statistics are interesting, revealing, and even surprising.

In my own work with foundations, I haven't necessarily seen that foundations are giving more, or are giving more easily. Securing foundation gifts still requires a skillful approach to cultivation and solicitation, ideally a partnership between foundation and grantee. While foundations may be giving more, my sense is that they are giving in a more focused, specific way, and there are more organizations out there doing the asking, which makes for a highly competitive field.

 

Your fundraising consultant is talking about you behind your back

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You do it, so don’t you think we do it, too? While I cannot speak for every fundraising consultant, I can tell you, based on my experience in being one for 11+ years and knowing lots of them... we’re talking about you. It’s not all bad, though. Some of it is nice, some of it is neutral, and some of it is really helpful for you and your organization. Here’s a peek behind the curtain:

“I don’t know what to do.”

I don’t want to shock you, but (brace yourself for this one): your fundraising consultant does not have all of the answers. Not by a long shot. In fact, if I were you, I would be wary of any fundraising consultant who tells you she has all the answers. If she says that, she’s probably full of it.

There is great value in knowing what you don’t know, and in having a strong network of other fundraising consultants and professionals to which you can turn for advice, feedback, and suggestions. If your fundraising consultant doesn’t have that network, or if he only wants to stick to the things he knows, your organization might be missing out on some powerful growth opportunities.

“Why won’t they get back to me?”

This is one of the great mysteries of the consulting world. You spend money to hire us, we create plans for you, and then you won’t return our calls or emails. I’ve noticed that this happens more frequently when we both have deliverables for which we are accountable, e.g. I need you to answer these 5 questions about your program in order for me to draft the grant proposal you asked for. This is probably because I’m not one of those consultants who will promise to do everything for you, and you won’t have to lift a finger to raise any money. If I were you, I would be very wary of those consultants, too.

Yes, we know that crises come up, organizational fires need to be put out, etc. We also know that you get sick, your kid gets sick, your computer servers go berzerk, your board chair is visiting the office, and the dog ate your homework. Here’s the thing: your donors will not wait for you. If you want to raise money in a sustainable way, to have the operating dollars you need on an ongoing basis, you’re going to have to make the time for this. Even if it’s your least favorite thing to do.

“I’m not a magician.”

Once you hire us, you cannot wash your hands of the whole dirty business of fundraising. We are not magicians. We cannot wave our magic wands and produce huge fundraising numbers for you, as if by sleight of hand. For better or worse, we are in this together. It’s a partnership, and you are going to have to be in it with us. You will have to share your information, contacts, and passion for your work. You probably are also going to have to ask people for money. Don’t be afraid! We will do everything we can to prepare you for this. We will arm you with all of the information and tools that you need. We’ll coach you through it. But to be really effective for your organization, we cannot do the whole thing for you.

(As a side note: Yes, we are going to hold you accountable. But you should also hold us accountable. Hold us to the high standards to which you hold yourself. This partnership is a two-way street.)

Oh, and that whole “golden rolodex” thing? The idea that we have a list of donors whom we can call up and ask for money at the drop of a hat, and they will just open their checkbooks and checks with huge numbers will come fluttering out, like doves at the end of a fairytale wedding? It’s bull. It’s an urban myth. Trust me, you are better off letting go of that rescue fantasy.

“They do really good work.”

Your fundraising consultant believes in you and your organization. We think you do great work! If we didn’t think that, we wouldn’t have taken the gig. I have never met a fundraising consultant who is not passionate about their clients and who does not want them to succeed. Actually, not just succeed, but thrive. It might not seem like it when we are pushing you to do more and do better, but we really do want you to do well. Believe in us. We believe in you.

Find my fundraising tips, including my e-book, Grant WritingQuick Tips, and my audio file, Grant Writing for Creative Souls, click HERE.

Your Grant Proposal is Boring. What Can You Do About It?

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After nearly 20 years of writing, editing, reviewing, and evaluating grant proposals, I’ve seen my share – the good, the bad, and the ugly.

Some grant proposals leap off the page, painting a vivid picture of the problem at hand and the proposed solution, while also providing an elegant, accurate (and not overwhelming) description of how, when, and why the solution will be carried out.

Some grant proposals get the job done, but don’t do much more than that. They answer the who, what, where, when, and why, but they never draw the reader in. They are the workhorses of the grant writing world: efficient, but forgettable.

Some grant proposals are real clunkers. There’s just no better way to say it. Not only do they not give the required information, explain the problem or the solution, or draw you in, but they are just... limp.

If you don’t activate the reader’s interest with your grant proposal, someone else will. Most individuals who are reviewing grant proposals and deciding what to fund, or deciding what to pass along to their boards or grant review committees, are reviewing myriad grant proposals. You must be memorable in order to not be forgotten.

In the preceding paragraph, I’ve broken one of my own rules about how to write a better, more effective, more engaging proposal. Read on:

1.            Tell a Story About One Person, One Program, One River, One Bird...

Storytelling is having a moment. Most grant writing books, blogs, and articles advise telling a story in your proposals, in order to help the reader envision your program. Research has shown that people remember stories more than statistics. Fundraising letters and appeals that tell the story of one person are more effective in raising funds than letters that assault the reader with a barrage of statistics, even when those statistics are compelling. Storytelling humanizes a proposal.

To make your proposal more interesting, creative, and lively, tell the story of ONE. One child who will be fed by your soup kitchen. One immigrant whose job training helped her transform her family’s life. One block in one neighborhood. One bird species. One river in a watershed. Drill down; get small in order to have the big impact.

2.            Throw Away Your Thesaurus.

Enough with the S.A.T. words, OK? Please stop saying “myriad,” as I did, above (and while you’re at it, if you MUST use that word, please learn how to use it properly). Proposal writing is like poetry; every word counts. But big words are not necessarily good words. In fact, throwing a big word into a sentence in order to sound smart can be like a tranquilizer dart to the head. Isn’t the preceding sentence more interesting than: “Use of advanced vocabulary to create the impression of intellectual prowess can have deleterious effects.”

Choose good words, not big words.

See more of my tips on what never to write in a grant proposal HERE.

3. Make It Shorter. Yes, Even Shorter Than That.

Writing long is easy. Writing short is hard.

Every grant writer knows that staying within an RFP’s page limit can be difficult, even maddening. When you do not have a formal page limit, it can be like driving on the highway with a full tank of gas. Freedom! You can keep going and going and going!

Except you can’t.

In my experience, at least quarter of most grant proposals can be cut out. Often, the longer your proposal gets, the more you are repeating yourself. Keep it short, focused, and powerful. Long can be boring. Short can be intense and vivid.

This rule of thumb also applies to your paragraphs and sentences. Watch out for run-on sentences, which seem to be the plague of the grant writing world. Mix it up. Throw in a short, impactful sentence every once in a while, just like I’m doing in this essay. When your reader has to read compound sentence after compound sentence, with no breaks, their mind tends to drift. If you mix it up with shorter sentences now and again, it’s a little burst of energy that makes you take notice.

In the spirit of following my own advice, I’ll close here and encourage you to give some of these tips a shot, even if it seems scary to get out of your usual grant writing groove.

Find more of my tips, including my audiofile, Grant Writing for Creative Souls, and my e-book, Grant Writing Quick Tips, HERE.

August at Your Nonprofit: Gazing Back, Looking Forward

As I spend this August morning working in my favorite local cafe, I realize that I am engaged in some of the same planning and reflection that I encourage my clients to undertake during this time of the year.

On a rare day not filled with deadlines, appointments, and phone calls, I am taking a couple of hours to review and update my annual plan, assess the progress I am making towards my goals, remind myself of new projects I wanted to undertake that seem to have fallen by the wayside... in other words - get energized for the last few months of the year!

August is a great time to review goals, track progress, and get revved up for the fall months. So many nonprofits just throw up their hands at the beginning of August and say "Oh well, we can't get anything done this month. We'll just pick up our fundraising in September." Not so! This is a great time of year to gaze back and look forward. And it is an important time to plan for September, which can be a vital fundraising month. If you don't engage in some planning now, you'll be behind the eight ball come fall. Here's my August checklist for nonprofits:

• Revenue goals: are you on track? If so, can you do more of what is working? If not, can you course-correct?
• Donor stewardship: When is the last time your donors heard from you, not to ask for something, but just to offer an update? Should you send a friendly update in September or October? Can you start writing that now?
• Grant proposal and reporting deadlines: Which of your grants are expiring in the fall or early winter? Should you be planning to reapply? Can you set up a time to talk to the grantor about a reapplication? If you need to gather data for grant reports, now is a good time of year to do that.
• Government grants and contracts: For those nonprofits that get funding from government agencies... the government's fiscal year ends soon, which often means that they will release RFPs in August. Should you be on the lookout for these? Or, better yet, should you be proactively searching for opportunities?
• Twitter and other social media: Imagine your donors sitting on the beach with their smartphones, checking Twitter or Facebook. While they are scrolling through vacation photos or updates from friends, will they see updates from your organization? 
• September milestones: Are back-to-school time or the Jewish holidays important times of year for either your donors or your organization? If so, what do you need to do now to capitalize on that time (late August - early October)?
• Board: When your board goes back to work or back to school in August and September, will they also be turning their attention to the latest accomplishments and needs at your organization? Should you schedule a board conference call, meeting, update packet, or training?

Wishing you an August filled with dips in the pool, cool lemonade, and the pace and expansiveness that allow you to do some great planning for the fall!

Declining Volunteer Rates in America - What's it All About?

This week, the Chronicle of Philanthropy published an article (sorry, only available to subscribers) about some stats that were released by the Bureau of Labor Statistics back in February. Despite efforts by the White House, the Corporation for National Service, and many nonprofit groups to boost the rates at which Americans volunteer, the volunteerism rate fell in 2013 to 25.4%, the lowest rate since the Bureau of Labor Statistics (BLS) began collecting this data, back in 2002.

While one might think that an improving job market might bring the volunteerism rate down - more people working could mean fewer people available for volunteering - that is not the case. The volunteerism rate peaked in the early 2000s, when the jobless rate was higher than it is now. (Click here for an article that summarizes some of the key statistics).

The Chronicle of Philanthropy's article suggests, among other things, that the volunteerism rate is low because many nonprofits still have not covered from the recent economic downturn, and they don't have the capacity (staff, funding, etc.) to manage lots of volunteers.

As someone who volunteers regularly (I volunteer at a hospital once per week, and I help with several committees and boards), I know that it takes a lot of time and effort to manage and train volunteers. And this requires money, as well. But I doubt that is the whole story. What else could be going on here?

• Are people volunteering in different ways, e.g. internet research, starting online petitions, etc.? (and, is that really meeting unmet needs in the community?)
• Did people used to use volunteerism as a way to connect with others, make friends, etc... but now social networking has taken this place of that?
• How might this decline in volunteerism relate to any declines in things like membership to religious organizations (churches, mosques, synagogues, etc.)?

It is a disappointing trend, to be sure. While it costs nonprofits money to manage volunteers, it also costs them money not to have them. At many nonprofits, volunteers do things that would require staff to replace them. In addition, those who do not volunteer are missing out on so much - connections with others in the community, the satisfaction of a job that is much-needed and well done, and the joy and fun that can come from giving to others.

How can we turn the tide?

The creative genius sitting four cubicles away

There was a great little (4 minute long) story about creative ideas on NPR this morning. In a nutshell: people rate ideas as more creative when they come from far away sources, rather than nearby sources. An idea that came from halfway across the world is perceived as more creative than an idea that came from the guy sitting four cubicles away... even if it’s the exact same idea.

University of San Diego researchers ran an experiment that showed that where the idea comes from influences, in a significant way, the degree of creativity that people assign to the idea.

When things are nearby, they are more concrete, and we are more likely to think about the details. The detail-oriented mindset is more likely to shoot down a creative idea because, among other things, we focus more on the risks of the idea.

When considering ideas that are generated from a far away source, the ideas seem more abstract, and we are less focused on the details and the risks. The first question we ask is not “will this work?” We are more open to the creative possibilities.

In the story, they say that managers more often shoot down ideas from close subordinates rather than ideas that are generated from far away, less familiar sources.

What are the implications for nonprofit fundraising generally, and grant writing specifically? (My own bias is that grant writing, in order to be successful, must be a highly-creative pursuit!)

1. While this trend seems to be shifting, there still are many foundations that would rather fund the “new and exciting” idea, rather than supporting current programming that works. If a current grantee reapplies for support of a great program that is having measurable success, is that program seen as less creative or innovative as compared to the new idea from a new applicant that the foundation has not funded before (even if the new idea from the new applicant isn't all that creative)?

2. Do funders ask tougher, more detailed questions about an initiative that is more familiar to them, versus an initiative or field that is less familiar or less “close to home”?

3. The research highlighted here demonstrates that a more “abstract mindset” (versus a detail-oriented mindset) allows people to perceive ideas as more creative. As grant writers, how do we provide the high level of programmatic detail that funders want in grant proposals while still enabling the abstract mindset that allows potential funders to view the idea as creative or innovative?

And, finally – what is the difference between “creative” and “innovative”?

You can hear the NPR story HERE. What are your thoughts?

Wanna win $100,000 for your favorite nonprofit?

The 2011 Social Impact Business Plan Competition is open until December 10. Qualified nonprofits can win "up to $100,000 in financial and consulting awards." The Competition is sponsored by Social Impact Exchange, which is backed by some heavy-hitters, including the Robert Wood Johnson Foundation and The Rockefeller Foundation. Find more information HERE, and spread the word!

Very small nonprofits - heads up!

If you are involved in a very small nonprofit - a PTA, a little league, etc. - heads up! You may not have had to file with the IRS in the past (if you had less than $25,000 in revenues), but there is a form you have to file now, and if you do not do so by May 17, you may lose your nonprofit status.

The IRS is concerned that word has not gotten out about this new requirement, and as many as 300,000 nonprofits may lose their status. I've heard/read stories about this in the Chronicle of Philanthropy and NPR over the past couple of days, so I'm doing my part to spread the word! You can find more information HERE.

http://www.irs.gov/newsroom/article/0,,id=222668,00.html?portlet=6 is a link to the IRS site with more information on this easy-to-file form.

Recession Obsession Sale

Times are tough at America's non-profits. Donations are down, and, at many charitable organizations, the need for their services is up. To help non-profits through the crunch, I'm offering a 30% discount on "Grant Writing Quick Tips" - a focused, finely-tuned e-book that offers all of the highlights of a foundation relations and grant writing seminar in one, high-impact resource.

From tips to help your grant proposal stand out from the pack, to guidelines and a worksheet on proposal budgeting, to strategies for finding and keeping donors, "Grant Writing Quick Tips" is a great resource for any non-profit organization (or a great gift for your favorite charity).

Check it out HERE.