Archive for ‘Current Events’

December 19, 2014

Is Spelman College Unethical?

Spelman College has announced that it is suspending an endowed professorship in humanities that was funded by Bill and Camille Cosby. Spelman issued this one-paragraph statement:

December 14, 2014 — The William and Camille Olivia Hanks Cosby Endowed Professorship was established to bring positive attention and accomplished visiting scholars to Spelman College in order to enhance our intellectual, cultural and creative life; however, the current context prevents us from continuing to meet these objectives fully. Consequently, we will suspend the program until such time that the original goals can again be met.”

The Cosby family donated $20 million to Spelman in 1988. In 1996, Spelman opened the Camille Olivia Hanks Cosby EdD Academic Center. At that time, “an endowed professorship named for Drs. Cosby was also established to support visiting scholars in the fine arts, humanities and social sciences as well as Spelman College’s Museum of Fine Art,” according to a November 25 written statement by Beverly Daniel Tatum, Spelman’s president.

The November statement also explained:

The academic center and endowed professorship were funded through a philanthropic commitment from the Cosby family made more than 25 years ago, and at this time there are no discussions regarding changes to the terms of the gift.”

Just 19 days later, Spelman reversed its position and suspended the professorship. When contacted, several Spelman officials refused to comment. A representative for Cosby also declined to comment.

Bill Cosby by remolacha.net via Flickr

Bill Cosby

For the past several weeks, Bill Cosby has been the target of a large number of sexual assault allegations. However, no criminal charges have been filed against Cosby. Spelman knew this in November. It’s unclear why the College abruptly suspended the endowed professorship now. While additional allegations have been made in the intervening weeks, Cosby still has not been charged with a crime.

To paraphrase Tyler Perry, if Cosby did commit the sexual assaults, it’s a terrible situation. If Cosby did not commit the sexual assaults, it’s a terrible situation. I won’t comment on the Cosby situation beyond that. However, I do want to explore the Spelman news because it has broader implications for all nonprofit institutions.

Nonprofit organizations are ethically required to use a donor’s contribution in the way in which the donor intended. The applicable portions of the Donor Bill of Rights “declares that all donors have these rights”:

IV. To be assured their gifts will be used for the purposes for which they were given….

V. To receive appropriate acknowledgement and recognition….

VI. To be assured that information about their donations is handled with respect and with confidentiality to the extent provided by law.”

The relevant passages from the Association of Fundraising Professionals Code of Ethical Principles state:

December 16, 2014

Special Report: Congress Passes the Charitable IRA Rollover

At 7:32 PM (EST) this evening, Dec. 16, 2014, the US Senate passed HR 5771, the bill that retroactively extends several tax provisions, including the IRA Rollover. The law will expire on Dec. 31, 2014, without any grace period. However, it’s important to note that the measure will not become law until signed by President Obama, which is expected.

While approval of the IRA Rollover is good news, it unfortunately comes extremely late in the year. This means most nonprofit organizations will be unable to fully take advantage of the provision. Nevertheless, there are a couple of simple actions you can take:

  1. Look at your donor file to see which individuals have made gifts from an IRA in the past. Then, call those donors to let them know of the opportunity for 2014, assuming President Obama signs the measure. At the very least, email those donors.
  2. Email all of your older donors to alert them to the opportunity for them to give from their IRAs. Even if they don’t take advantage of the IRA Rollover, they’ll appreciate that you informed them about this late breaking news.

December 7, 2014

Special Report: House of Representatives Approves IRA Rollover

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are usually not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]

 

On Wednesday, Dec. 3, the US House of Representatives passed a short-term tax extenders bill. The bill extended certain tax provisions for 2014, including the IRA Rollover, a provision long supported by the nonprofit sector. The package would cover 2014 but NOT apply to 2015 or beyond. The bill now goes to the Senate.

US Capitol by Glyn Lowe Photoworks via FlickrSen. Harry Reid (D-NV) has questioned whether the Senate will have time to pass the House bill before the end of the year. However, Sen. Ron Wyden (D-OR), Chair of the Senate Finance Committee, and the White House have shown a willingness to move forward with this one-year retroactive fix, according to Jason Lee, General Counsel at the Association of Fundraising Professionals.

For more information about the bill, click through to:

The Hill“House Approves Slate of Tax Breaks”

The Hill“Reid Indicates Senate Might Not Pass House Tax-Extender Bill”

The sad reality is that even if the tax extenders bill passes the Congress and is signed by Pres. Obama, there is precious little time for charities to take advantage of the IRA Rollover provision in 2014.

December 2, 2014

Have You Made This #GivingTuesday Mistake?

I have serious concerns about #GivingTuesday. Recently, the Context with Lorna Dueck Canadian television show invited me to share some of those concerns. My interview begins at about the eight-minute mark.

Context with Lorna Dueck television show.

Click to watch Context with Lorna Dueck.

I also shared some of my concerns in two prior blog posts: “#GivingTuesday: Hype or Hope?” (2012) and “No Evidence of #GivingTuesday Success” (2013).

I have many issues with #GivingTuesday.

Nevertheless, I continue to hope it will ultimately prove worthwhile for the entire nonprofit sector. Time will tell. Meanwhile, I want to make sure you do not commit a serious #GivingTuesday mistake that can hurt your organization.

If #GivingTuesday attracts new supporters and successfully inspires increased contributions from current donors, you can’t just operate as you normally would and expect to retain such support. Business-as-usual would be a big mistake. You need to do more to retain support.

We have Black Friday immediately following Thanksgiving. We also have Small Business Saturday and Cyber Monday. Thanks to the folks at New York’s 92nd Street Y, we now have #GivingTuesday. The 92nd Street Y served as the catalyst and incubator for #GivingTuesday. Early on, the United Nations Foundation joined as a partner, bringing its strategic and communications expertise to the project. #GivingTuesday has now attracted participants from around the world.

To be worthwhile, #GivingTuesday will need to encourage:

  • more people to give,
  • more people to give more often,
  • and more people to give more.

In other words, to be good for the entire charity sector, #GivingTuesday must significantly increase the philanthropic pie. Helping some organizations do better at the expense of others is not a beneficial outcome for the entire nonprofit sector.

Unfortunately, most nonprofit organizations are poorly equipped or motivated to do what is necessary to secure gains made through #GivingTuesday. While charities might be able and willing to leverage #GivingTuesday promotions to attract new donors, those same charities are doing little to ensure those donors continue their support. Sadly, it’s not a problem unique to #GivingTuesday donors.

In the USA, donor retention is a real problem. Seven years ago, the average donor-retention rate was just 50 percent. While that’s not good, the retention rate has become far worse, falling to 39 percent!

In Canada, the pool of philanthropists relative to total tax filers has fallen in recent years, from 30 percent to 23 percent. In other words, the donor-pie is shrinking, rather than growing, relative to the total population of tax filers.

If your organization has participated in #GivingTuesday, I hope you have developed a creative strategy for engaging and cultivating all new and increased donors. By properly stewarding these individuals, you just might be able to hang on to them. If not, what’s the point of investing in #GivingTuesday?

So, are you doing anything special to retain your #GivingTuesday supporters as well as your other donors? At the very least, I hope you:

November 27, 2014

A Thanksgiving Like No Other

Thanksgiving 2014. It’s easy to focus on all that is wrong in the world: civil war in Syria, domestic demonstrations, Ebola epidemic, sluggish economy, ISIS attacks, Palestinian-Israeli conflict, etc. If you want to be depressed, just pick up a newspaper or tune into the news on radio, television, or Internet.

Thanksgiving Cartoon by Cathy Liu via FlickrNevertheless, we all have much to be thankful for this season. Sometimes, it’s just a matter of how we choose to view events.

For example, I could choose to view 2014 as a brutal year due to my battle with cancer. On the other hand, I can choose to view 2014 as a heart-warming year as I felt the love from so many during my winning battle with cancer. 2014 is the year I came close to death, but it’s also the year I received a new lease on life. Sometimes, it’s just a matter of how we choose to view events. For me, I’ll choose to think of the glass as half full rather than half-empty.

I have much to be thankful for. Among many other things, I’m thankful for:

  • My life. I began the year fearing that death was near. I finish the year knowing I have a normal life expectancy.
  • The many good thoughts, prayers, love, and helpful acts from friends, family, colleagues, and even strangers.
  • The medical teams at the University of Pennsylvania Abramson Cancer Center and the University of Pittsburgh Medical Center, Shadyside. They literally saved my life.
  • My readers and clients for their patience and for standing by me.
  • My wife for her heroic efforts, strength, perseverance, and help. She continues to amaze and inspire me.

Thanksgiving is a time for us to reflect on our blessings. It’s a time for us to be with friends and family. While I’ve always understood this, the meaning of this special day has been amplified for me this year.

November 14, 2014

One Word is Costing Your Fundraising Effort a Fortune

If you’re like most nonprofit development professionals, you’re doing it. You’re using one particular word in your fundraising effort that is costing your nonprofit organization a fortune.

I have the research that proves it.

If you talk with prospects about and ask them for a “bequest” commitment, you’re leaving enormous sums of money on the table. That’s the conclusion of recently released data shared by Russell James, JD, PhD, CFP, a leading philanthropy researcher based at Texas Tech University.

wordsthatwork3-01James will be sharing his research-based insights during a free webinar hosted by MarketSmart, on Wednesday, November 19 at 1:00 PM (EST). Words That Work: The Phrases That Encourage Planned Giving will explore the words and phrases that inspire donors to give and give more. Conversely, James also will look at the words and phrases that development professionals traditionally use that are actually counter-productive, such as the word bequest.

Consider this: A 2014 survey of 1,418 individuals found that 23 percent of respondents were “interested now” in “making a gift to charity in my will.” By contrast, only 12 percent were “interested now” in “making a bequest gift to charity.”

In other words, talking about bequest giving cuts your chance of getting a bequest commitment nearly in half! For greater results, it’s better to use simple, approachable language. As James suggests, when communicating with donor prospects, it’s a good idea to imagine you’re talking with your grandmother.

Not only do the individual word choices we make have a massive impact on the money we raise, how we use simple phrases can likewise make a huge difference.

James recently reported that 3,000 actual testators in the UK, not simply survey takers, were randomly placed into one of three groups when speaking with an estate planner:

  1. No reference to charity.
  2. Would you like to leave any money to charity in your will?
  3. Many of our customers like to leave money to charity in their will. Are there any causes you’re passionate about?

When the estate planner did not raise the subject of charitable giving, five percent of testators initiated the inclusion of at least one charity. In the second group, which was asked about including a charity, 10.4 percent agreed to do so. Clearly, asking has a significant, positive impact. However, members of the third group, which heard that others were including charities in their will, were even more likely to make a commitment. Now, here’s one of the key findings: Among those in the third group, 15.4 percent included at least one charity in their estate plan.

The commercial sector refers to the simple phrasing used with the third group as the bandwagon effect or social-norm effect. People are more likely to take action if they know others are already doing so. As the research demonstrates, this principle holds true when encouraging people to include a charity in their estate plan.

Interestingly, the positive impact does not stop at just the percentage of folks willing to make a charitable plan.

November 7, 2014

What Do You Want?

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“Back to life, back to reality

Back to the here and now yeah

Show me how, decide what you want from me

Tell me maybe I could be there for you

However do you want me,

However do you need me.”

– “Back to Life” performed by Soul II Soul

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Last month, I wrote about how I cheated death. Now, I’m happy to report that I am re-engaging in professional life:

  • I’m resuming my consulting practice.
  • I’m accepting speaking opportunities.
  • I’ll be teaching graduate students once again at Drexel University.
  • I’m resuming regular blog postings.

As I officially resurrect my blog, I want to take the opportunity to discover how I can be of better service to you. After all, in a very real sense, this blog is really more yours than mine. If I’m not addressing your wants, your needs, there’s really no point to this site. So, help me help you. Please take a few moments to answer the following seven survey questions:

October 27, 2014

Pew Charitable Trusts Encourages Voting

The Pew Charitable Trusts, along with Google and election officials nationwide, have developed The Voting Information Project to encourage people to vote on US Election Day, November 4, 2014. Together, they’re offering cutting-edge tools that give voters access to the customized information they need to cast a ballot on or before Election Day.

Vote by Theresa Thompson via FlickrThe Voting Information Project is offering free apps and tools that provide polling place locations and ballot information for the 2014 election across a range of technology platforms. The project provides official election information to voters in all 50 states and the District of Columbia and voters can find answers to common questions such as “Where is my polling location?” and “What’s on my ballot?” through the convenience of their phone or by searching the web.

For more information, use the Voter Information Tool:

September 5, 2014

Cheating Death

Recently, Death came knocking on my door. I did not answer; it seemed like the smart thing to do. It worked.

Now, I have completed treatment for my abdominal cancer (Pseudomyxoma Peritonei, often referred to as PMP). I’m in remission, and my oncologic surgeon expects me to live a reasonably healthy, full life.Death by thom via Flickr

Despite the miraculous treatment outcome, I’m still a long way from normal. My recovery continues as I focus on healing, regaining strength, and putting on weight. While I concentrate on a return to good health, I will gradually re-engage in professional life between now and the end of the year.

I wish my progress were much quicker. However, as I look back over my shoulder, I realize that I’ve been on an extraordinary journey over the past seven months. Here’s a brief recap of what has happened:

February 2014 — Leading up to my routine physical, I knew it would be more than routine. My abdomen had become inexplicably distended despite having shed some extra weight. In addition, I had a persistent cough for more than a month.

At my February physical, my doctor poked around and, with a concerned look on his face, told me he wanted me to have an abdominal CT Scan. While inconclusive, the CT Scan showed growths and fluid build-up. More tests and visits to specialists immediately followed as part of the diagnostic process.

March 2014 – By the end of March, my lead cancer specialist gave me my diagnosis and prognosis. He informed me that I had PMP, a rare cancer with fewer than 1,000 diagnosed cases worldwide each year. The doctor believed that I likely had the slow-growing appendiceal form of PMP, and that I probably had it for about ten years. Without treatment, my life expectancy would be about two years. Unfortunately, given the severity of my case, treatment would likely only give me a five-year life expectancy.

Treatment for my form of PMP involves surgery and HIPEC, a heated chemo infusion at the time of surgery. The Philadelphia PMP expert held out little hope that treatment would be able to remove all of the disease. However, he did recommend that we get a second opinion from Dr. David Bartlett at the University of Pittsburgh Medical Center. Dr. Bartlett and his team are among the world’s most experienced at treating and researching PMP. So, based on our own investigation and the recommendations of multiple doctors, we made an appointment with Dr. Bartlett.

June 10, 2014

Progress Report

“Look! It’s moving. It’s alive. It’s alive. It’s alive, it’s moving, it’s alive, it’s alive, it’s alive, it’s alive, IT’S ALIVE!”

– Henry Frankenstein from Frankenstein (1931)

 

It’s been over two months since I first reported to you that I was diagnosed with an extremely rare form of slowly progressing abdominal cancer: Pseudomyxoma Peritonei (PMP). So, I thought it was about time I provided you with a progress report.

The bottom-line is that I’m very much alive and doing better each week.

Here’s what’s been going on:

My wife and I traveled to Pittsburgh, PA so that I could undergo surgery on May 2, 2014 with Dr. David Bartlett at the University of Pittsburgh Medical Center. Dr. Bartlett is one of the world’s leading PMP surgeons and researchers. His surgical team and the nursing staff are experienced and fantastic.

Frankenstein (1931)

Frankenstein (1931)

My surgery was massive. I was on the table for nearly 14 hours. Approximately 30 pounds of mucin and several organs were removed. In addition, cancer growths were scraped off of other organs. Finally, I was treated with HIPEC, a heated chemo infusion. After approximately three weeks in the hospital, I was released and headed back to Philadelphia a few days later.

The fantastic news is that the expert surgical team reports they were able to extract the cancer and that they consider the surgery a “complete” success. In a few weeks, I’ll return to Pittsburgh for an anticipated follow-up surgery that will keep me in the hospital for about four days. After that, I’ll be completely done with treatment.

While my treatment will conclude shortly, I will continue to undergo frequent diagnostic testing. While successful as a treatment, the surgery is not a cure. Although I am now classified as being in “remission,” the cancer is expected to return someday. Fortunately, Dr. Bartlett believes this will not happen for many years. When it does, we’ll catch it early so that it can be beaten back with a far less aggressive treatment and, perhaps, with a breakthrough therapy.

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