Archive for ‘General Nonprofit’

May 12, 2015

Special Report: 21 Ways to Unlock Creative Genius (Infographic)

[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 not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]

 

I’m a big believer in the power of unlocking creative energy. Without change, without innovation, the nonprofit sector will continue to lack sufficient resources.

For decades, overall philanthropy has remained at about two percent of Gross Domestic Product. Doing business as usual may allow the nonprofit sector to continue at that two percent level. However, without taking creative risk, we will never see philanthropy get to three percent or four percent of GDP.

In my previous post, “If You Want $1 Million, Be Creative,” I looked at how creativity helped the City of Philadelphia win a $1 million grant from the Bloomberg Philanthropies. I hope the post inspires nonprofit professionals to seek creative solutions to fundraising challenges.

Now, I want to share an infographic that offers you “21 Ways to Unlock Creative Genius”:

21-tips-for-blocking-a-creative-block-infographic

May 5, 2015

Will You Help Me Celebrate My (Re)birthday?

On May 2, I began my month-long (re)birthday celebration. One year ago, I underwent a 14-hour surgery to remove the rare cancer that had spread throughout my abdomen. The surgery was a success, and I am now in remission!

First Birthday Balloons by akadruid via FlickrPrior to surgery, I was told my life expectancy would be about two to five years. Following surgery, my doctor told me I can expect a full life. That’s why I consider May 2 my (re)birthday.

Having gone through what I have during the past year, I’m returning to professional life with a reinvigorated commitment to help the nonprofit community be more efficient and effective so we can make the world a better place.

I’m doing a number of private and public things this month to celebrate. While I normally ensure that my blog site remains largely non-commercial, I’m making an exception with this post because I want to enlist your help as I mark this important time in my life.

There are a number of ways you can join my (re)birthday celebration:

New Clients. I’m looking for at least three new clients. If you’ve found my blog posts helpful, imagine what we can achieve by working closely together, as some readers have already discovered. If you work for a nonprofit organization, I can help you with annual fund enhancements, donor retention efforts, ethics education and policy development, phone fundraising improvements, planned gift marketing, and training for staff and/or boards. If you work for a for-profit company serving the nonprofit sector, I can help you with service/product enhancements, new service/product development, and marketing.

Please contact me if you would like to discuss how I can help you achieve your goals.

Paid Speaking Engagements. As part of my return to professional life, I’m looking forward to getting back out on the speaking circuit. I’m an experienced, well-reviewed presenter and AFP Master Trainer. I’m also an adjunct faculty member at Drexel University where I teach Advanced Fund Development to graduate students. For your organization, I can facilitate a variety of training programs for your board, staff, or volunteers. For your professional associations, I can offer a variety of seminars or keynote presentations to meet the group’s needs and particular interests.

May 1, 2015

Do Old Dogs Really Have What It Takes?

I recently heard from an old friend, Bob Crandall the Founder/Consultant at Crandall, Croft & Associates. In addition to being a terrific fundraising professional, Bob is the kind of guy who instinctively knows how to weave humor and wisdom together. The latest story he shared with me is a great example of this:

 

The Old Dog

An old German Shepherd starts chasing rabbits and before long, discovers that he’s lost. Wandering about, he notices a panther heading rapidly in his direction with the intention of having lunch.

The old German Shepherd thinks, “Oh, oh! I’m in deep s… now!”

German Shepherd by perlaroques via FlcikrNoticing some bones on the ground close by, he immediately settles down to chew on the bones with his back to the approaching cat. Just as the panther is about to leap, the old German Shepherd exclaims loudly, “Boy, that was one delicious panther! I wonder if there are any more around here?”

Hearing this, the young panther halts his attack in mid-strike, a look of terror comes over him and he slinks away into the trees.

“Whew!” says the panther, “That was close! That old German Shepherd nearly had me!”

Meanwhile, a squirrel who had been watching the whole scene from a nearby tree figures he can put this knowledge to good use and trade it for protection from the panther. So, off he goes.

The squirrel soon catches up with the panther, spills the beans and strikes a deal for himself with the panther.

The young panther is furious at being made a fool of and says, “Here, squirrel, hop on my back and see what’s going to happen to that conniving canine!”

Now, the old German Shepherd sees the panther coming with the squirrel on his back and thinks, “What am I going to do now?” But, instead of running, the dog sits down with his back to his attackers, pretending he hasn’t seen them yet, and just when they get close enough to hear, the old German Shepherd says…

March 10, 2015

Want a FREE Book? How about 2 FREE Books?

From time to time, I come across truly special offers that I’m pleased to share with you.

Today, I want to give you the chance to get not one, but two, FREE books about planned giving written by Texas Tech University researcher Russell James, JD, PhD, CFP:

Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning

Visual Planned GivingThis textbook is written specifically for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1,000 full-color illustrations and images that guide you through complex concepts in a visual and intuitive way. Distilled from his years of teaching Charitable Gift Planning at the undergraduate and graduate levels, James makes this topic accessible and enjoyable for the busy professional.

Here are some of the things you’ll learn:

• The secret to understanding planned giving

• A super simple introduction to taxes

• How to document charitable gifts

• Valuing charitable gifts of property

• Special techniques for donating retirement assets, private foundations and donor advised funds

• And much more!

The paperback version of this book retails for $187.98. However, you can get the electronic version for FREE thanks to my friends at MarketSmart, just click here.

American Charitable Bequest Demographics

This book provides an extensive review of the changing nature of American charitable estate planning from 1992-2012 and includes over 50 charts and graphs. James presents information in a simple, visual fashion with each page containing a graph or chart, comments on the importance of the information, and details about the methodology behind the data. Much of the information presented comes from a long-running, nationally-representative, longitudinal survey including information about the final estate distributions from over 10,000 survey respondents who have died during the study.

• Major sections include:

• National demographic trends

• Trends in charitable plans among those aged 55+

• Examination of matured plans of deceased respondents

• Timing of charitable plan changes

• And much more!

The electronic version of this book retails for $9.99. However, thanks to James, you can get it for FREE when you subscribe to this blog site in the right-hand column. You’ll receive an email confirmation of your subscription that will contain a link to the book. (I recognize that your privacy is important, so I assure you that your email address will never be sold.)

Now that I’ve saved you a bundle of money, I’d like to suggest some books you can purchase that will inspire and help you achieve greater results. When you make your purchase, usually at a discount, at The Nonprofit Bookstore (powered by Amazon), a portion of every sale will be donated to charity.

February 10, 2015

5 Fundraising Tips Inspired by Taylor Swift

It’s that time of year once again: It’s Grammy Awards time!

Okay, I really don’t care. However, it got me thinking about the sustained success of mega-star Taylor Swift, one of the 2015 nominees. Leading into this Grammy season, Swift has already earned 7 Grammy Awards, 12 Billboard Music Awards, 11 Country Music Association Awards, and 7 Academy of Country Music Awards, among others. She has sold over 30 million albums and 80 million digital single downloads.

Taylor Swift

Taylor Swift

Despite the fact that Swift is a hugely successful music star, I’m not really a fan. Don’t get me wrong. It’s not that I dislike her music. It’s just that I’m not her target demographic. Nevertheless, I have enormous respect for her talent, work ethic, and philanthropic spirit.

A number of things have led to Swift’s success. We can model some of these behaviors to be even more effective fundraising professionals. Here are just five tips for you that are inspired by Taylor Swift:

1. Treat everyone well. Swift has a reputation for being nice. Unlike some stars, she doesn’t have to employ a public relations firm to try to convince the public she’s a good person. She genuinely is. The 25-year-old is a generous supporter of arts education, children’s literacy, the American Red Cross, and other charitable endeavors.

Swift is also a friendly neighbor. When neighbor and actress Hayden Panettiere needed to borrow a guitar, Swift loaned her one of her special instruments.

Swift is also good to service people, and does not take them for granted as so many other celebrities do. For example, during a tour stop in Philadelphia, she treated her entourage to a late-night, traditional southern Italian dinner at Ralph’s Restaurant. Swift tipped $500 on an $800 check, posed for photos with fans, and gave the chef a pair of tickets to the following night’s show so he could attend with his autistic 11-year-old son.

I’m sure Swift has her bad days. However, she seems to consistently strive to be kind to people, whether fellow celebrities or common folk.

As a development professional, you need to build solid relationships in order to achieve fundraising success. Being nice to everyone you encounter is a good place to start.

2. Develop your skills. Swift did not arrive on the planet a fully formed musician. She may have some natural talent. However, that natural talent would have gone to waste if it were not developed. From age 11, she took vocal and acting lessons. She seized performing opportunities at fairs, coffee houses, karaoke contests, and other less-than-glamorous venues to develop her skills.

As a development professional, you need to continue your education and look for opportunities to practice your skills. You should strive to become a stronger and stronger fundraiser. You’ll be of greater value to your organization, and you’ll enjoy greater career satisfaction. The upcoming AFP International Fundraising Conference is just one great educational opportunity.

January 9, 2015

Are You Ready for the Coming Storm?

A storm is coming. It will affect the entire US economy. It will likely affect the global economy.

The nonprofit sector will not escape the impact. You need to prepare now.

Koyasan Umbrellas 3 by Andrea Williams via FlickrAs 2014 began to wind down, the US National Debt surpassed the $18 trillion mark! That’s over $154,000 of Federal government debt per taxpayer or more than $56,000 per citizen. During the six years of the Obama Administration, the US National Debt increased by nearly $7 trillion, representing 67 percent growth. And it’s still growing.

As if that’s not bad enough, the US Unfunded Liabilities total more than $92.5 trillion dollars, or more than $789,000 per taxpayer! It, too, continues to grow.

President Barack Obama, former-President George W. Bush, and the US Congress are all responsible for the rapid growth in the US National Debt since 2009 as well as the growth in the Unfunded Liabilities. So, I’m not going to engage in specific finger pointing, policy debates, or politics.

Instead, I want to focus on what this means for the charity sector looking forward.

The rapid growth of national debt is not sustainable. We should no longer ignore it. Here are some of the reasons why:

• While our enormous national debt is not significantly affecting the nonprofit sector at the moment, the day is coming when it will. Prudent organizations will prepare for the storm before it hits.

• At some point, failure to address the massive debt issue will lead to a downgrade in America’s credit rating. Think it can’t happen? It already has. In 2011, Standard and Poor’s cut the US credit rating to AA+ because the government “fell short” of taming the nation’s debt. In 2012, Egan-Jones cut America’s credit rating to AA for the same reason. While these downgrades have had a mostly symbolic effect, they foreshadow what is likely to happen unless the government brings the national debt under control.

• Eventually, future credit rating downgrades will make it more expensive for the government to borrow money. Interest rates will rise. That will take more money out of the economy.

• In addition to becoming increasingly costly to borrow, lending sources will be harder to find. Some of those lenders might also use the lender-debtor relationship to force US policy changes. We’ve already seen this with the China relationship. By the way, China, no longer the US, is the world’s largest economy in “real” terms of goods and services produced.

• To deal with the debt, the federal government has four possible courses of action (or some combination of these): 1) pay more to borrow more which will add to the debt and take more money out of the economy, 2) print more money which would be inflationary, 3) cut spending which would likely mean less money for the social safety net and nonprofit organizations, and 4) raise taxes which will reduce individual disposable income. So, even if the government does address the debt situation, it could have a short-term negative impact on the nonprofit sector before it has a positive effect.

• A massive, growing national debt will make it more difficult for the US economy to experience strong growth in Gross Domestic Product. Philanthropy correlates closely with GDP; it’s been about two percent of GDP for decades. If the economy doesn’t grow rapidly, philanthropy is not likely to do so. If the economy truly falters, we might even see a drop in year-to-year philanthropy as we did during the Great Recession.

We’re already beginning to see some of the effects I’ve described above. If nothing is done to tame the national debt, these effects will be magnified and could eventually become catastrophic.

There are some things that nonprofits can do to prepare:

January 2, 2015

Don’t Make New Year Resolutions You Can’t Keep

It happens every year at this time. People make New Year resolutions. Then, a short time later, they break those resolutions.

Breaking New Year resolutions is bad. Doing so can make you feel guilty. It can erode your self-esteem. If you told anyone about your resolutions, your failure to keep them could even be embarrassing.

Here’s a novel idea for 2015: Don’t make New Year resolutions you can’t keep.

Fireworks

Happy New Year from Philadelphia!

Instead of setting overly challenging goals, I encourage you to adopt the three following, easy-to-keep resolutions. While easy to adhere to, the following resolutions are nevertheless meaningful. You’ll notice that my three resolutions include something that will benefit you, something that will benefit others, and something that will benefit your organization:

 

  1. Indulge yourself. Yes, you need to take care of yourself by eating right, exercising, and getting an annual medical physical. However, you also need to let yourself be bad occasionally. You need to take care of your psyche. If that means having a slice of chocolate cake, then go for it! If it means watching old television episodes of Gilligan’s Island, so be it. If it means having your spouse watch the kids so you can enjoy a leisurely bubble bath, make it happen. By being good to yourself, you’ll be better able to be good to other people.

 

  1. Make sure those you love know you love and appreciate them. Don’t assume that those you love know it or know the extent to which you care about them. Tell them. Show them. Don’t just run for the door in the morning to rush off to work; instead, take the time to kiss your spouse good-bye. Don’t just nod when your child comes home with a good test score; instead, take the time to tell him how impressed you are. Make your partner a steaming cup of tea before she asks for it or goes to make it herself. In other words, make the most of the little moments.

 

  1. Grow professionally. One of the hallmarks of being a professional is ongoing education and sharing knowledge. So, commit to attending seminars and conferences. If time or money are obstacles, participate in a webinar; there are some excellent free webinar programs available throughout the year. Or, read a nonprofit management or fundraising book. There are some terrific books at The Nonprofit Bookstore (powered by Amazon) that will inspire and help you achieve greater results. You’ll find Reader Recommended titles, the complete AFP-Wiley Development Series, and other worthwhile items. If you have found a particular book helpful, consider sharing a copy with a friend, colleague, or your favorite charity. By the way, a portion of the sale of books through The Nonprofit Bookstore will be donated to charity.

 

(If there’s a nonprofit management or fundraising book that you read recently that you found particularly helpful, please let me know below so I can include the title in the Readers Recommended section.)

For additional reading, you might also consider looking at some of my posts that you might have missed. Here is a list of my top ten most read posts during the past year:

  1. Can a Nonprofit Return a Donor’s Gift?
  2. Delivering (My Own) Bad News
  3. 5 Things Never to Do in Your Phone Fundraising Calls
  4. One Word is Costing Your Fundraising Effort a Fortune
  5. Special Report: Top 40 Most Effective Fundraising Consultants Identified
  6. How NOT to Run a Capital Campaign
  7. Cheating Death
  8. #GivingTuesday Has NOT Made a “Huge Difference”
  9. 5 Lessons Moses Can Teach Us about Fundraising
  10. 20 Factoids about Planned Giving. Some May Surprise You.

I invite you to read any posts that might interest you by clicking on the title above. If you’ve read them all, thank you for being a committed reader.

I’m honored to know that I have readers from around the world. (I love the Internet!) While I appreciate all of my readers, I thought it would be interesting to look, beyond the United States, to see my top ten countries for readership:

November 21, 2014

When is Fundraising a Laughing Matter?

In the nonprofit fundraising world, we tend to take ourselves very seriously. I suspect that’s because the missions of our organizations tend to be serious and, therefore, our fund development efforts have significant, sometimes life and death consequences.

Despite the seriousness of our work, there are nevertheless times when fundraising is definitely a laughing matter. For example, I discovered recently that fundraising professionals can learn some powerful lessons from a one-minute comedy sketch.

On their Comedy Central television program, the comedy duo of Key and Peele presented a vignette that should be seen by anyone working for a nonprofit organization. It’s funny. It’s brief. It’s full of important lessons.

Key and Peele - Save the Children - Season 4 - 2, click here to watch video.In the sketch, a man coming out of a building is stopped by another man asking for a donation to “save the children.” The solicitor tells the prospective donor that he can save a child for just one dollar. While handing the solicitor a five-dollar bill, the donor responds, “Who doesn’t want to help a child. I’ll tell you what, let’s save five children.”

[SPOILER ALERT: I’m about to summarize the rest of the sketch and give away the surprise. So, if you plan to watch the video, now would be a good time to do so; click here. Otherwise, continue reading for a detailed description of the scene.]

The solicitor then shouts out to his colleague who races an unmarked van over. The side door opens and five frightened children are permitted to exit. The van, full of additional children, drives away. The solicitor thanks the stunned donor and begins to walk away. As the ramifications of what he has just seen sink-in, the donor realizes he has another dollar and, therefore, he can save another child. The scene ends with him chasing down the solicitor to give him the other dollar.

This one-minute vignette contains many important lessons including the following six:

November 7, 2014

What Do You Want?

“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

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:

April 4, 2014

Delivering (My Own) Bad News

I don’t want to mislead you. So, let me be clear from the start. This post is less about how to deliver bad news and more about, well, me sharing some bad news with you. Nevertheless, in keeping with the spirit of this blog site, I will include some relevant tips at the end.

First, I want to share some terrible, personal news with you.

As you may know from some of my previous posts, the past couple of years have been a challenging time given my wife’s fight with Ovarian Cancer. Now that she continues to be in remission, we were looking forward to a happy, relatively normal 2014. Unfortunately, that’s not to be the case.

I have been diagnosed with Pseudomyxoma Peritonei (PMP), a slowly progressing abdominal cancer. PMP is rare. Medical professionals diagnose fewer than 1000 cases per year worldwide, according to some researchers.

Frowny Face by khaybe via FlickrAt this point, I have no pain and very little discomfort. My only significant symptoms are a distended abdomen, an annoying cough from the pressure on my diaphragm, and weight loss beyond what I was shooting for. However, left unchecked, my condition would soon change for the worse. Therefore, in the coming weeks, I will undergo surgical treatment. This will require a lengthy hospital stay and recovery period.

Unfortunately, there is no cure or even remission for PMP. Treatment will beat it back. Then, I have to hope it comes back very slowly.

Now, and for at least the next few months, I need to focus 100 percent of my energy on regaining as much of my health as possible. So, I’ll be taking an indefinite leave-of-absence from my blog, professional life, and most social media activity. I look forward to re-engaging as soon as I am able.

Meantime, here are some things that you might consider doing, in no particular order:

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