Drawing insights from the recently published "Philanthropy Pulse Report" by CCS Fundraising, Allison Willner reveals eye-opening findings about the fundraising landscape. Despite revenue growth, donor retention emerged as a significant challenge for many organizations. Discover how investing in staff and optimizing donor databases for relationship building played a pivotal role in boosting donor retention and increasing giving over time.In this episode of the First Day Podcast, we unravel the importance of a robust plan for leveraging donor databases effectively. Allison emphasizes that the success of these tools lies not just in technology but in the people behind it. Building a strong partnership between back-office database teams and frontline fundraisers is key to harnessing the full potential of data and fostering deeper donor relationships.As we navigate the ethical issues of data privacy, Allison shares valuable insights on ensuring donor information is handled responsibly and respectfully. Learn how nonprofits can strike a balance between data utilization and privacy, creating a secure and trustworthy environment for both donors and organizations.

Drawing insights from the recently published "Philanthropy Pulse Report" by CCS Fundraising, Allison Willner reveals eye-opening findings about the fundraising landscape. Despite revenue growth, donor retention emerged as a significant challenge for many organizations. Discover how investing in staff and optimizing donor databases for relationship building played a pivotal role in boosting donor retention and increasing giving over time. In this episode of the First Day Podcast, we unravel the importance of a robust plan for leveraging donor databases effectively. Allison emphasizes that the success of these tools lies not just in technology but in the people behind it. Building a strong partnership between back-office database teams and frontline fundraisers is key to harnessing the full potential of data and fostering deeper donor relationships. As we navigate the ethical issues of data privacy, Allison shares valuable insights on ensuring donor information is handled responsibly and respectfully. Learn how nonprofits can strike a balance between data utilization and privacy, creating a secure and trustworthy environment for both donors and organizations.

Growing Fundraising Through Donor Databases

Shivant Shrestha, MA, a research associate at the Indiana University Lilly Family School of Philanthropy, shares insights from a research project focused on new models of donor behavior, specifically subscription-based giving. Discover how nonprofit organizations can engage new donors, cultivate deeper relationships with existing donors, and harness the power of recurring giving. Explore the benefits and challenges of subscription-based giving, drawing inspiration from successful models like Netflix and other streaming platforms. Shivant's expertise sheds light on how nonprofits can provide personalized communications, curated content, and enhanced stewardship to subscription donors, fostering trust and long-term engagement. Gain valuable insights into the motivations of subscription donors and the potential impact on nonprofit fundraising efforts.

Shivant Shrestha, MA, a research associate at the Indiana University Lilly Family School of Philanthropy, shares insights from a research project focused on new models of donor behavior, specifically subscription-based giving. Discover how nonprofit organizations can engage new donors, cultivate deeper relationships with existing donors, and harness the power of recurring giving. Explore the benefits and challenges of subscription-based giving, drawing inspiration from successful models like Netflix and other streaming platforms. Shivant's expertise sheds light on how nonprofits can provide personalized communications, curated content, and enhanced stewardship to subscription donors, fostering trust and long-term engagement. Gain valuable insights into the motivations of subscription donors and the potential impact on nonprofit fundraising efforts.

Subscription Fundraising

In this episode, Aaron Conley, Ed.D. explains why the term "campaign" goes beyond capital campaigns and encompasses comprehensive campaigns in various nonprofit organizations. Learn how campaigns not only raise crucial funds but also serve as a catalyst for strategic growth and organizational improvement. Dr. Conley highlights the significance of board engagement and volunteer involvement in driving campaign success. He shares insights into the different phases of a campaign, from the silent phase to the public phase, campaign closing, and the subsequent stewardship and evaluation.Discover the different types of campaigns, including capital initiatives, endowment campaigns, and even giving days. Dr. Conley emphasizes the importance of strategic planning and campaign readiness before embarking on a fundraising campaign. He introduces the campaign readiness test, a valuable tool for organizations to assess their preparedness.

In this episode, Aaron Conley, Ed.D. explains why the term "campaign" goes beyond capital campaigns and encompasses comprehensive campaigns in various nonprofit organizations. Learn how campaigns not only raise crucial funds but also serve as a catalyst for strategic growth and organizational improvement. Dr. Conley highlights the significance of board engagement and volunteer involvement in driving campaign success. He shares insights into the different phases of a campaign, from the silent phase to the public phase, campaign closing, and the subsequent stewardship and evaluation. Discover the different types of campaigns, including capital initiatives, endowment campaigns, and even giving days. Dr. Conley emphasizes the importance of strategic planning and campaign readiness before embarking on a fundraising campaign. He introduces the campaign readiness test, a valuable tool for organizations to assess their preparedness.

Campaign Essentials

Alexis Buchanan Thomas, representing Black Voters Matter, delves into the importance of saying no in fundraising. Alexis emphasizes the need to remain nonpartisan and true to your organization's mission, even when faced with substantial gifts that may not align with their values. She highlights the significance of conducting thorough research, engaging in team discussions, and creating a gift acceptance policy to ensure that the organization's fundraising efforts are in line with their mission and the communities they serve.

Alexis Buchanan Thomas, representing Black Voters Matter, delves into the importance of saying no in fundraising. Alexis emphasizes the need to remain nonpartisan and true to your organization's mission, even when faced with substantial gifts that may not align with their values. She highlights the significance of conducting thorough research, engaging in team discussions, and creating a gift acceptance policy to ensure that the organization's fundraising efforts are in line with their mission and the communities they serve.

The Case For Saying No

Dr. Gen Shaker, the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy, explores the crucial role of the invitation to give in effective fundraising. The conversation delves into various aspects of donor engagement, emphasizing the significance of understanding donors' motivations and cultivating genuine connections that go beyond valuing their money.Dr. Shaker highlights that while some charitable gifts may be given without a formal ask, a significant majority, around 90%, are generated following a request or prompt from an organization. This underscores the vital role fundraisers play in generating gifts that enable the fulfillment of missions. Fundraisers are encouraged to develop a strong sense of self-knowledge, acknowledging their own feelings about money and addressing any anxieties or reservations they may have. By recognizing the value of their role and embracing enthusiasm, fundraisers can approach gift conversations with confidence.The episode also explores the importance of valuing donors as individuals. Cultivating relationships with donors goes beyond merely valuing their financial contributions. Active empathic listening, treating them fairly, and representing the organization in an authentic manner are emphasized as ways to make donors feel valued for their beliefs, confidence, commitment, and legitimacy, in addition to their monetary support.Dr. Shaker discusses the traits of a successful fundraiser, including strong listening skills, empathy, emotional intelligence, and professionalism. Actively listening, paying attention, and treating donors with respect are highlighted as crucial aspects of building satisfying relationships. Professionalism encompasses both fundraising competencies and interpersonal skills.

Dr. Gen Shaker, the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy, explores the crucial role of the invitation to give in effective fundraising. The conversation delves into various aspects of donor engagement, emphasizing the significance of understanding donors' motivations and cultivating genuine connections that go beyond valuing their money. Dr. Shaker highlights that while some charitable gifts may be given without a formal ask, a significant majority, around 90%, are generated following a request or prompt from an organization. This underscores the vital role fundraisers play in generating gifts that enable the fulfillment of missions. Fundraisers are encouraged to develop a strong sense of self-knowledge, acknowledging their own feelings about money and addressing any anxieties or reservations they may have. By recognizing the value of their role and embracing enthusiasm, fundraisers can approach gift conversations with confidence. The episode also explores the importance of valuing donors as individuals. Cultivating relationships with donors goes beyond merely valuing their financial contributions. Active empathic listening, treating them fairly, and representing the organization in an authentic manner are emphasized as ways to make donors feel valued for their beliefs, confidence, commitment, and legitimacy, in addition to their monetary support. Dr. Shaker discusses the traits of a successful fundraiser, including strong listening skills, empathy, emotional intelligence, and professionalism. Actively listening, paying attention, and treating donors with respect are highlighted as crucial aspects of building satisfying relationships. Professionalism encompasses both fundraising competencies and interpersonal skills.

The Invitation To Give

Giving USA 2023 Annual Report

Pamala Wiepking, Ph.D., Stead Family Chair in International Philanthropy; Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, discusses the groundbreaking book "The Fundraising Reader," which offers a comprehensive and accessible resource on fundraising. Pamala highlights the challenges faced in fundraising education across different countries and cultures, emphasizing the importance of bridging the knowledge gaps. They explore the diverse topics covered in the book, including fundraising techniques, ethics, and the future of fundraising in the digital age. This episode provides valuable insights for fundraisers globally and showcases the significance of "The Fundraising Reader" as a transformative resource. The Fundraising ReaderEdited by Beth Breeze, Donna Day Lafferty, and Pamala WiepkingThe Fundraising Reader draws together essential literature establishing a one-stop body of knowledge that explains what fundraising is and covers key concepts, principles, and debates. The book shines a light on the experience of being a fundraiser and answers an urgent need to engage with the complexities of a facet of the nonprofit sector that is often neglected or not properly understood.*20% Discount Available - enter the code AFL02 at checkout

Pamala Wiepking, Ph.D., Stead Family Chair in International Philanthropy; Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, discusses the groundbreaking book "The Fundraising Reader," which offers a comprehensive and accessible resource on fundraising. Pamala highlights the challenges faced in fundraising education across different countries and cultures, emphasizing the importance of bridging the knowledge gaps. They explore the diverse topics covered in the book, including fundraising techniques, ethics, and the future of fundraising in the digital age. This episode provides valuable insights for fundraisers globally and showcases the significance of "The Fundraising Reader" as a transformative resource. The Fundraising Reader Edited by Beth Breeze, Donna Day Lafferty, and Pamala Wiepking The Fundraising Reader draws together essential literature establishing a one-stop body of knowledge that explains what fundraising is and covers key concepts, principles, and debates. The book shines a light on the experience of being a fundraiser and answers an urgent need to engage with the complexities of a facet of the nonprofit sector that is often neglected or not properly understood. *20% Discount Available - enter the code AFL02 at checkout

The Fundraising Reader

Una Osili, Ph.D., Associate Dean at the Indiana University Lilly Family School of Philanthropy, discusses research findings from a recent study on how donors make their giving decisions. The study aimed to understand the changes in giving decisions amidst the global pandemic, social justice movement, and economic uncertainty. The study emphasizes the importance of meeting donors where they are, particularly in the digital space, as many donors, especially younger ones, prefer digital giving methods and expect both convenience and frictionless experiences. The episode highlights the generosity of households and the opportunities for fundraisers to connect donors with causes and organizations, acknowledging the high expectations while recognizing donors’ active engagement and desire to make a difference.

Why Do Donors Give

Elizabeth J. Dale, Ph.D. discusses the philanthropic behaviors of the LGBTQ+ community, emphasizing that being LGBTQ+ is not the only factor influencing their giving. She advises fundraisers to get to know donors personally and avoid making assumptions about their motivations and interests. Additionally, she dispels the myth that LGBTQ+ donors only give to LGBTQ+ organizations and notes that they support various causes, including advocacy, arts and culture, and health. Finally, she recommends that fundraisers recognize LGBTQ+ donors and keep their data management up-to-date and inclusive.

LGBTQ Philanthropy

Erik Daubert discusses the decline in smaller donors and the continued reliance on major donors in traditional philanthropy, with a decline in donor retention rates and a concerning dependency quotient. He emphasizes the need to focus on new donor acquisition and overall retention, while building good foundational donor bases and annual campaigns. Daubert also highlights the importance of thanking donors personally and sincerely, reporting back on how their donations are being used, and recognizing the value of smaller gifts and donors. He discusses the potential of small donors to eventually rise into wealth and the opportunity of legacy giving for wealth transformation. While the fourth quarter data is a concern, there are still effective ways to raise funds with an abundance mentality, which can be learned through courses and training offered by organizations such as The Fundraising School.

Erik Daubert discusses the decline in smaller donors and the continued reliance on major donors in traditional philanthropy, with a decline in donor retention rates and a concerning dependency quotient. He emphasizes the need to focus on new donor acquisition and overall retention, while building good foundational donor bases and annual campaigns. Daubert also highlights the importance of thanking donors personally and sincerely, reporting back on how their donations are being used, and recognizing the value of smaller gifts and donors. He discusses the potential of small donors to eventually rise into wealth and the opportunity of legacy giving for wealth transformation. While the fourth quarter data is a concern, there are still effective ways to raise funds with an abundance mentality, which can be learned through courses and training offered by organizations such as The Fundraising School.

Fundraising in the Fourth Quarter

The Fund Raising School is excited to launch the First Day Podcast from The Fund Raising School! Highlighting current news and research, this podcast provides fundraisers with the latest information in fundraising and philanthropy.  Be more informed and stay up to date with the First Day Podcast from The Fund Raising School!

Maarten Bout and James Hodge discuss the eight-step process of effective major gift fundraising, emphasizing the importance of a benefactor-centric approach, relationship-building, and understanding the philanthropic behaviors of donors to achieve philanthropic inevitability. They stress the significance of values-based fundraising, building a team around the donor to ideate and explore their passions, and maintaining relationships with donors rather than solely focusing on fundraising goals. By asking the right questions and being a moral trainer for donors, fundraisers can connect benefactors to projects that carry on beyond their lifetime and accomplish something important in the world.

Major Gift Fundraising

The Giving by Generations study shows that since 2016, Millennial giving has increased by 40%, with faith-based organizations being the second most important use of their charitable giving after places of worship. Donors are increasingly supporting para-Church or para-religious organizations. While Boomers and Gen X are showing a decline in volunteering, Millennials and Gen Z are the most engaged in charitable and online giving, with direct mail still being their preferred means of engagement. Rick Dunham advises nonprofits to optimize their fundraising methods by focusing on mobile optimization, multi-channel communication, and proper engagement of younger generations to ensure healthy growth in the charitable sector.

Giving By Generations

Dr. Patrick Rooney discusses how high net worth donors give a lot to different types of legal charities, including religious organizations, basic needs, education, social and racial justice, arts and culture, and animal and environmental causes. Additionally, he reveals that upwards of 90-95% of high net worth households donate, with only 9% having formal giving vehicles such as donor advised funds, and 30% volunteer formally through a 501(c)(3). Rooney explains that volunteering can slow mental decay and that charities are more likely to receive gifts from people who volunteer for them. These findings are discussed in Chapter 32 of Achieving Excellence in Fundraising.

High Net Worth Donors

Jeannie Infante Sager, director of the Women's Philanthropy Institute at Indiana University Lilly Family School of Philanthropy, explains that women tend to give differently than men and give more across different income, age, and race levels. She highlights that single women are particularly philanthropic and more likely to give generously. Studies show that women are involved in decision-making when it comes to charitable giving in about 80% of households. It is important to include women in all conversations and create collective opportunities for them to participate in campaigns. Fundraisers should engage women donors by providing advocacy, social capital, time, talent, and treasure opportunities. Engaging women donors across these five areas can lead to larger donations, and organizations should encourage women donors to advocate for their causes and endorse them to others.

Women and Philanthropy

Dr. Patricia Snell Herzog discusses how understanding philanthropic behavior across the generations is a complex concept due to its intersection between age, life stage, social, and historical factors. It's important to consider the context in which a group was born and major events experienced when coming of age. Fundraisers seeking to engage young people in their organizations need to offer more episodic ways to get involved and focus on the cause rather than the relationship with the organization. Understanding different generations and their philanthropic behaviors is significant, and social actions and event participation can be a great way to engage people.

Giving Across Generations

Dr. Chelsea Clark discusses a recent research study that sought to understand Americans' thoughts on philanthropy and nonprofit organizations. The study found that Americans associate charitable giving and volunteering with philanthropy and generally trust nonprofits while considering them transparent, but there is still a need for education to increase awareness of what nonprofits do. The study also showed that philanthropy means different things to different demographics, which may inform how nonprofits and fundraisers approach their messaging. Importantly, every donation, regardless of size, matters and should be connected to the exact impact it will have to help increase awareness and encourage more donations.

What Americans Think About Philanthropy and Nonprofits

Dr. David King and Rafia Khader discuss the role of religion in charitable giving, noting that religion is the largest sub-sector of the charitable giving pie in the US, with 27% of donations going to religious organizations. While there have been shifts in religious affiliation patterns, spirituality and values continue to shape and motivate giving, and fundraisers should be attentive to these factors. The speakers also discuss the impact of the pandemic on religious giving and the context of religion in social justice issues. Additionally, they explore the philanthropic activity of the Jewish and Muslim American communities and offer advice on how fundraisers can connect with religious donors for the causes they represent.

Religion and Charitable Giving

Pamela Perkins Dwyer, CFRM, discusses the significance of personalized donor stewardship in fundraising. She believes that listening to the donor, putting yourself in their position with a compassionate attitude, and remembering personal details are vital to building longer and deeper relationships with donors. Dwyer emphasizes the need to show donors how their contribution is used and celebrate their impact. Stewardship should be the starting point, not the end, of the fundraising process to sustain donors' interest and continued support. The goal of stewardship is to demonstrate that every donation matters and encourage future giving.

Personalizing Your Donor Stewardship

Dr. Una Osili emphasizes the importance of recognizing philanthropy as a vital part of every community, including communities of color, which have deep expertise in addressing community problems. She stresses the need to learn from the traditions of these communities related to philanthropy, which are often overlooked. Dr. Osili notes that both formal and informal giving occurs in communities of color, and mutual aid networks are a vital resource during times of crisis. She explains that while race and ethnicity can impact how people think about giving and the causes that matter to them, the decision to give and the amount given is more heavily influenced by an individual's resources and connections to the cause. To engage more diverse donors, fundraisers need to develop authentic relationships based on trust through deep listening and learning. Finally, the importance of addressing the unique fundraising needs of communities of color and providing tailored training and resources is highlighted.

Philanthropy Among Communities of Color

Robert Kunzman, a professor of education at Indiana University, believes that learning from failure is crucial for leaders and fundraisers to develop and improve their skills. He emphasizes the importance of feedback, making failure public, and developing skills and habits to analyze and learn from failures. Kunzman also introduces the concept of a pre-mortem analysis, which involves anticipating and analyzing potential failures before they occur. Creating a culture that accepts and manages failure is important as it can help strengthen overall team dynamics and allow leaders to take creative risks without feeling overwhelmed by failure.

Learning from Failure

This is a great podcast covers fundraising and all the data and techniques that go into it. Keeps me on the cutting edge and focused on the stuff that actually works and allows me to use data to guide my organization. Subscribe if you are in nonprofit development!

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Leading research findings and practical tips for The Fund Raising School. And it is Free！

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