Monday, August 04, 2014

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!

Wednesday, June 04, 2014

8 Years, 819 Hours: Reflections on Volunteering at Georgetown University Hospital


 




Due to some life and schedule changes, today was my last day (for the foreseeable future) of volunteering with cancer patients at Georgetown University Hospital. When I signed out from my volunteer shift, I saw that I have volunteered more than 819 hours over the last 8 years.


Volunteering at the hospital every Wednesday morning has been a huge part of my life and my routine over the past 8 years. I’ve arranged my work and personal life around this commitment, and on the weeks when I was unable to volunteer (traveling, unmovable professional commitments, being sick – I can’t be around cancer patients if I have a cold or other illness), I felt a bit unmoored. Volunteering became a consistent, grounding touchstone.

The actual tasks of volunteering have been pretty simple: make coffee, hand out drinks and crackers and sandwiches, organize the waiting room, help with paperwork, and, most importantly, visit with patients. The tasks have been simple; the rewards of volunteering have been profound. Many of my friends have heard me say that it is the highlight of my week. Why? Perhaps sharing some individual stories will help paint the picture of what this has meant to me:

  • A patient I befriended was a master crocheter. I brought in my own crocheting projects, and we would sit together, crafting and talking. She showed me the shirts and skirts and even a wedding gown that she had crocheted, and we shared stories about our lives. She also made beautiful folded paper swans for me and my nieces.
  • A woman who lived on a farm with her children and grandchildren brought in fresh produce from her garden to share with those who cared for her at the hospital. She called everyone “baby.” I can hear her now: “Hey, baby. How you doing?”
  • One couple told me all about their grandchildren, and I shared stories of my nieces. Though the wife was sometimes in intense pain, they always greeted me and the nurses and staff with a smile. Of all the patients at the hospital, I knew them the longest.
  • I got to know a patient who was an avid sailor who took his kids out of school so they could sail around the globe as a family. We often talked about politics, and when we really got into it, his blood pressure always became elevated! We had to limit our talks to brief intervals so that his pressure would stay even.
  • A couple that came in every week was a model of kindness, devotion, and faith. Though from a different religious tradition than mine, we spent many hours talking about God and commitment to a faith community. We shared a lot of laughter, and some tears. I referred to the wife as “my angel.”
  • I once went out on a date with a cute guy I met on match.com. He said “you look familiar to me.” He was a patient at the hospital. We only went out once; a few weeks after our date, his cancer returned, with a vengeance. I was at his bedside on the day he died.
  • A single dad would sometimes bring in his young daughter, who was a ray of light and her father’s pride and joy. Sometimes I would bring her crayons, and we would sit and color together. She colored a sweet holiday card for me that had its place on the front of my refrigerator for many years.

While many of these stories sound “heavy,” there are so many light, fun moments at the hospital. The patients and I have talked about everything under the sun: movies, TV, current events, fashion, our families, our friends, and lots of little things that have made us smile. I’ve found that the patients don’t necessarily want to talk about their disease; they do that all the time. A simple “hey, how is that book?” or “anything interesting in your newspaper today?” can lead to some great conversations that take patients’ minds off of what they are going through, even for a little while.

The staff and volunteers have been a source of connection and joy, as well. We’ve celebrated birthdays, weddings, and new babies. We’ve eaten way too many cookies and candies and snacks brought in by grateful patients. We’ve said goodbye as staff have moved on to new jobs or new towns. When I told another volunteer I would be vacationing in Tahiti, she said that she had family there, of all places, and she connected me with them – they were spectacular hosts for two days. A big world made small.

Many of the patients I’ve met over the years have beaten their cancer and stopped coming in to the hospital. The hospital is the only place where I can genuinely say, “Goodbye, and I hope I never see you again.” Other patients have not been so lucky. They continue to come in for their chemotherapy, or they have died, and their faces, words, and spirits have stayed with me.

Why has volunteering at the hospital been the highlight of my week for so long? All the stories above, and more. Yes, it puts my own problems in perspective. Yes, it has been moving, and cathartic, and sometimes fun. Yes, it feels good – great, in fact – to do a little something to lighten someone else’s load. But really, in a nutshell, it has been the one time of the week when it is totally, completely, 100% Not. About. Me. There’s a lot to be said for that.

I have volunteered in honor of my mother, who died of leukemia in 1994. We talked about her illness, we celebrated her ups and worried about her downs. Even so, I wish I had done more to help her when she was sick; I wish I’d been more present for her. (Although my father has told me many times that she wanted me to be living and enjoying my own life back then, when I was in my late teens and early 20s, in college and working my first jobs. She didn’t want me to be focused on her. But still, I reflect back and think “I could have done more.”) I hope she would be proud of my volunteer service. I know she would have loved meeting some of the extraordinary people that I have met at the hospital. I miss her so much, and getting to know these patients has helped me understand her more deeply.

If you have the opportunity to volunteer somewhere on an ongoing basis, long term, I urge you to do it. Yes, the “one shot deal” volunteer projects are fun, feel good, and do help those in need. But volunteering somewhere consistently for an extended period of time creates a deep, profound connection and a meaningful shift in yourself. I know it is not feasible for everyone’s life and schedule and circumstance. I am grateful that it could work for my life for these past 8 years. Hopefully, someday I’ll return to the hospital to continue my own commitment. Until then, I have a treasure trove of memories and experiences. I hope that when some patients and staff see a coffee cup, a package of graham crackers, a plastic-wrapped sandwich, or a stray magazine in the waiting room, and they will think of our talks, and smile.

Tuesday, May 13, 2014

Top fundraiser pay - how high is too high?

In catching up on my back issues of the Chronicle of Philanthropy, I came across some articles in the April 24 edition on pay and bonuses for top fundraisers at some of the largest nonprofits in America (Sorry, I can't link to it. It's subscriber-only content). At some of these organizations, particularly universities and hospitals, fundraiser pay has exceeded half a million and, in a few cases, one million.

Let me start by saying that I am not one of those top fundraisers!

There was one datapoint that really stood out for me:

At the University of Nebraska, the 2011 total compensation of the head football coach was $2.8 million. The total revenue brought in to the university from the football team was estimated at $55 million. Therefore, the compensation per $1 million in university revenue was $50,396.

At the same university, the top fundraiser's total compensation in 2011 was $221,083. The amount of private money raised that year (presumably not just by him, but by his entire team - the article doesn't clarify) was $172 million. His compensation per $1 million raised was $1,285.

Is this fair?
Is this a good business practice, in terms of employee retention?

Some of the top fundraisers profiled in the article are managing departments with 100+ staff, raising billions of dollars (yes, billions, in the case of institutions engaged in capital campaigns), overseeing complex data systems... and have decades of experience in negotiating complex, delicate transactions. Why would one of these top professionals be paid so much less than the football coach, or another staff position, when she/he is bringing in so much more revenue for the institution? It will cost the institution a lot of money to lose this top professional, so they should be incentivized to stay, right?

Well, maybe not so fast. These institutions that are kept afloat via donations. Should charitable contributions be used for these (relatively) high salaries? Should donors be made aware of this? And should they care?

(I don't know for sure if fundraisers' salaries are paid by donations or by tuition, health insurance reimbursements, etc. But it goes without saying that fundraising is a huge part of these institutions' revenues.)

The Chronicle article says that "although the bonuses may seem high, the total compensation of [those mentioned in the article] is less - in some cases much less - than 1 percent of the amount their organizations raise each year."

So, as a donor, should I be outraged that top fundraisers are making such high salaries at top nonprofit organizations, hospitals, universities, etc.? Or should I be applauding these institutions for investing in and retaining professionals who are so good at their jobs and are being compensated at such a small percentage of the revenues they bring in?

Wednesday, April 09, 2014

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?

Tuesday, March 04, 2014

What's just as intimate as sex?





I really like this essay in Forbes called "The Intimacy of Money."


When I lead workshops on personal philanthropy - helping individuals and groups give away their money in ways that reflect their passions and interests - I always like to start with an "OK, let's talk about money" session. People REALLY don't like talking about money. And I find that the more money people have, the less they like to talk about it.

Why is this subject so taboo in our (American) culture? Is it because we use it to assess people's value, or importance? Is it because we were raised to not talk about it, so we continue that tradition? Is it because we feel uncomfortable if we have less "stuff" (money, material goods, etc.) than others in our social circle, and we feel even more uncomfortable if we have more "stuff" than others? Is it because we have anxiety or fear about not having enough money, and if we talk about it openly, we will be showing our weakness? Are we embarrassed about having more than we think we deserve?

In this Forbes essay, the author starts by saying:

Money is like sex: Americans are taught it should be private, discussed only in hushed tones, 
behind closed doors.

And, yet, our society seems more and more willing to bring our sex lives out into the open, whether that's in TV and movies, magazines, or just cocktail party chit-chat. Are we willing to discuss money - what we have, what we need, where we give it away (both willingly and unwillingly) - just as openly?

We all have to spend money on things we don't like, and on some level we may always feel that we don't have enough money. Some of us truly are living paycheck to paycheck due to circumstances beyond our control, and others are sweating every last dime due to circumstances entirely within our control. "Disposable income" is a tricky thing - one person's disposable is another person's essential. That said... most of us have the privilege of making at least some decisions about where our money should go and how it should be spent. If you've bought a $4 cup of coffee any time recently, you've got a choice.

For those of us who are able to make those choices, until we come to terms with our relationship to money it will always feel like the Big Bad Wolf, ready to strike and wreak havoc at any moment. It will remain a mysterious force for us to fear, rather than a resource or tool that we can use, and about which we can make choices. Including philanthropic choices.

So what does it mean to come to terms with our relationship with money? I think it starts by asking some questions, such as:
  • How do I feel when someone says "we need to talk about money"? What goes through my mind? Does my body react?
  • What messages did I get about money from my family?
  • Which of my life choices have been driven by money? Which have not?
  • How do I feel when I know I have more money than a friend? When I know I have less?
  • How do I spend money to make myself feel better?
  • When does spending money make me feel worse?
  • How do I really feel about giving money to help a cause or another person?
I've had my own struggles with these questions, and I'm still coming to terms with some of them. What are some of your answers to these questions?



Wednesday, February 26, 2014

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?

Friday, February 14, 2014

Philanthropy for happy and healthy hearts

In honor of Valentines Day, I've decided to share with you some causes that keep our hearts healthy and happy. Maybe making a donation to one of these charities would be a great way to celebrate V-Day in a meaningful and generous way!


Do you have any heart health and/or fitness related charities to add to the list?



Monday, February 03, 2014

Nominate an organization for a Tranquil Space Foundation grant

I'm proud to be on the Steering Committee for the Tranquil Space Foundation, a DC-based nonprofit that is dedicated to expanding opportunities for women and girls to develop their inner voice through yoga, creativity, and leadership activities. The Tranquil Space Foundation's values include leading a balanced lifestyle, reflecting on one's place and impact in the world, and selfless service to others.

The Tranquil Space Foundation's annual grant making cycle is officially open! Each year, the Tranquil Space Foundation awards small grants (typically $500 - $1,000) to organizations that are doing great work for and with women and girls.

Past grantees have included Community Bridges, DC Rape Crisis Center, Girls on the Run, Girls Rock! DC, Nest, and many more.

Anyone can nominate an organization to receive a grant. You just have to fill out a brief nominations form, which can be found HERE.

Please consider nominating a worthy nonprofit! The deadline for nominations is February 28.

Monday, January 27, 2014

The biggest night in music, and...

... a pretty big night for activism, and activists.

I watched the Grammys last night and was blown away on a number of levels:

1. There was a time when I knew most, if not all, of the bands on the Grammys. Now I'm lucky if I know 50% of them. I am blown away by my own waning coolness!

2. There were some terrific performances. I was particularly wowed by Kendrick Lamar and Imagine Dragons. Both artists are new to me, but now I'm a Kendrick Lamar superfan! He. Turned. It. OUT.

3. I LOVED the wedding ceremony that was performed during the show. 30+ gay and straight couples, in front of an audience of millions, with some of the biggest performers in music saluting them (and performing the ceremony!) Boys embracing boys, girls girls girls, boys and girls embracing... love is love is love. If you want to get your message out there (backed up by an award-winning song that salutes love in all its forms), that's a heck of a way to do it.

4. During the ceremony, I live tweeted some of the charitable causes that the performers support. Here's a recap:


@taylorswift13 has supported @centrepointuk, an organization that helps homeless youth.

@johnlegend founded the @showmecampaign to use education to break the cycle of poverty. #grammys

When @Pink had a baby, she donated all money from the @peoplemag pics to children's charities, incl @autismspeaks and @RMHC. #grammys

@Beyonce is joining forces with @KingCenterATL on their "100 days of nonviolence" initiative. #Grammys

In addition to being my mom's favorite Beatle, @ringostarrmusic is helping to save endangered rhinos with @DSWT. #Grammys

@kendricklamar: killing it at the #Grammys. And changing the world by supporting tons of charities! Incl @Habitat_org & @AmericanRCross

@blakeshelton supports our troops through @the_USO. #Grammys

Wish I'd heard this @StevieWonder charity concert. "Songs in the Key of Life" = soundtrack of my childhood. #Grammys http://www.contactmusic.com/story/stevie-wonder-performs-classic-1976-album-in-full-at-charity-gig_4006283


It was great to jump online during the ceremony and learn about the causes that these artists care about. Impressive, and inspiring. Do you have others to add to the list? What are some of the causes that your favorite artists support?

Wednesday, December 25, 2013

Year-End Giving Tips


If your mailbox looks anything like mine these days, bursting with envelopes (and emails) from dozens of charitable organizations, you know that this is the time of year many nonprofits depend upon for year-end donations. While we may bemoan the onslaught of solicitations, they are a means to an important end – without year-end giving, many nonprofits would not be able to feed the hungry, care for the aged, delight our senses through the arts, educate our children, defend our rights, or carry out other work that enriches and inspires us.

Choosing which causes or organizations to support, or even choosing whether or not to give at all, can feel overwhelming. Here are a few tips and questions that can guide your thinking about year-end giving:


1.     What brought you the most joy this year?

2.     Can you choose 2-3 priority areas for your giving this year (e.g. hunger and homelessness, visual arts, helping the elderly)? That does not mean that you cannot give to other things, as well. It just means that you can give most of your donations to these priority causes, and give smaller amounts to other causes.

3.     What charities did you donate to last year? Did you get updates from those charities this year? Are they still doing good work?

4.     How do you define your “community”? Is it geographic? Religious? Based on personal interests or passions? Based on people in your networks? All of the above? Can you align your giving to support your community/communities, however you define them?

5.     Are their clothes or household items you can donate this year?

6.     What did you spend on buying coffee this year? (Or ice cream? Or pizza? Or sandwiches?) Once you come up with a rough estimate of that amount, compare it to the amount you plan to donate to worthy causes this year.

7.     Did you need help this year? Did any nonprofits provide you (or your friends or family) with assistance?

8.     What sorts of causes do you want to give to? Basic needs (like food and shelter), social services (like job training or mental health counseling), the arts, the environment, education... Do you want to focus on one area or spread your donations among various causes?

9.     Does your family have a tradition of giving to certain causes? Do you want to start a tradition?

10. Is there someone’s memory whom you would like to honor with your charitable giving? How can you best honor them?

11. Do you want to pool your donations with friends or family to make a bigger impact?

12. Do you volunteer somewhere? Would you consider making a donation to the place where you volunteer?

13. Were there stories in the news this year that really touched you? Or concerned you? Or inspired you? Are there charitable causes that are aligned with those stories?

14. Are their services you use frequently, such as public broadcasting, that rely on donations to keep doing what they are doing?

15. Was there a play, a concert, an exhibition, or another cultural experience that lifted your spirits or made you think this year? Would you consider supporting the organization or venue that made it happen?

16. If you have children or grandchildren, can you support an organization that supported their growth, so that other children can learn and grow, too?

17. Why give?

Of course, there are no right or wrong answers to these questions – they are simply guidelines to inform your thinking, either now or year-round. No matter what choices you make, the choice to give is always a good one, no matter how much (or little) you are able to give. I hope your giving choices bring joy to you and to others.