We all have dreams for the nonprofit sector: increased individual giving, more effective boards, simplified government grant applications, better trained staff... Well, one of my dreams for the sector is greater public understanding of the nuts and bolts of how nonprofits operate, and I've got an idea for implementing it: a reality TV show.
So far the only time real, community, grass-roots nonprofits have been seen on reality TV is on shows like the Secret Millionaire. Each week a different successful business person gets in touch with the broader community by masquerading as a "regular person." They wander the streets, find struggling community programs, and get involved. The programs are typically run on a shoe-string by a founder who never collects a salary, but keeps things going against all odds. At the end of the show, the millionaire reveals his or her true identity and writes a large check, saving the day.
This perpetuates many myths that harm the sector. First, that organizations do not need professional, paid management to be effective. Secondly, that all they need to continue operating is for a single major donor to magically show up on their doorstep. Third, and perhaps most detrimental, that an organization which has never had a budget greater than $25,000/year can suddenly accept a $50,000 donation without any capacity building assistance and maintain that level of service once that cash is spent.
My idea is a bit different. Picture Secret Millionaire meets Restaurant Impossible. Restaurant Impossible (like Kitchen Nightmares with Gordon Ramsey) features chef Robert Irvine traveling the country and fixing our restaurants one at a time. In each episode he enters a new restaurant and assesses the food, the cleanliness, the business practices, the decor, and the owner/manager's personal problems and has 48 hours to fix them all with the help of his small team. By the end of the show, the food is delicious, the service is excellent, the walls are painted, the feuding owners are in love again, and the rats have been vanquished from the kitchen.
So, now, I give you the pitch for my new series, Nonprofit Rescue! Here's how a typical episode will run:
In the opening scene I enter the office of a small, neighborhood family resource center. The program offerings are strong - brochures for parenting classes, rental assistance, health care referrals, senior meals, etc., are strewn around the lobby - but there is no receptionist to greet me as I enter, leaving me free to wander around. I find client files open on unattended desks, and finally stumble into the conference room where the board chair and the executive director are fiercely arguing about the budget and why donations are lagging. It's several minutes before they notice me.
Over the next few scenes I meet privately with staff and clients. Clients tell me this used to be a great resource for the community. Now they only come to get a bus pass (when available) so they can go to a different agency downtown where there is better case management and follow-up. Staff are demoralized by the constant fighting and several rounds of lay-offs.
I get to work on the issues with my team of expert consultants. The next scenes are hectic as we cut back and forth between a strategic planning session, a community town hall to find out what services are needed, one-on-one meetings with funders and local elected officials, and the removal (and smashing) of any donated PCs powered by an Intel 286 processor. Between these clips, the board chair and ED each privately complain about each other to the camera. I meet with them each to discuss their proper roles and expectations.
After the final break comes the big reveal of the "new" agency. It starts with board, staff, and community members standing on the street. Our designer pulls a rope that drops the tarp covering their new sign. A new logo is revealed that is warmer and more welcoming than the old one that people said reminded them of the signage at a Soviet prison. We enter and see a well-organized and staffed reception area. Once in the conference room, we give binders to all board and staff with the new Strategic Plan (including a strong, realistic Fund Development Plan), graphics guidelines, privacy policies, Board handbook with member agreements and expectations, and an updated Employee Handbook with clear personnel policies.
The ED and Board Chair are given a template for their monthly board meeting agenda and a simple format for a one-page dashboard report that includes all the pertinent data they need to watch to not fall behind on their goals. The ED and Board Chair embrace; there are tears in everybody's eyes. Consulting has saved another community nonprofit. I wish them well and move on to the next week's challenge.
So, what do you think? Do any of you have any connections at the A&E network to help me set up a meeting? Or, maybe, it's just a dream...
Thursday, January 17, 2013
Monday, January 07, 2013
Basic Grant Proposal Writing Workshops
For several years now I have been honored to teach nonprofit workshops through the Community Foundation of Santa Cruz County. This year, I will be teaching three sessions of "Basic Grant Proposal Writing" on:
We pack a lot of information into these sessions, but they're always lots of fun, with about 12-15 people attending per session.
We start with a quick review of the charitable giving landscape, then move on to:
We pack a lot of information into these sessions, but they're always lots of fun, with about 12-15 people attending per session.
We start with a quick review of the charitable giving landscape, then move on to:
- Building your case for funding:
- Understanding your organization's assets
- Clarifying your Mission
- Knowing what story you're telling
- Writing a successful grant proposal:
- Types of proposals/submissions
- The standard components, section by section
- Focus on Outcomes!
- Putting the proposal together and submitting
- After the Proposal - Next Steps
Monday, December 17, 2012
Irwin B. Goldstein, 1929-2012
Dear friends, today's blog is not about nonprofit management, but, in a way, it is about leadership. My first and most important mentor in leadership, my father, passed away, surrounded by family, on Sunday, December 9, 2012.
Irwin B. Goldstein was born in January, 1929, in Boston, Massachusetts. After graduating from high school, he joined the Army, then went on to Bentley College on the G.I. bill where he earned a certificate in accounting. In 1950 he got his first job in the record business, never expecting it would be his life's work. Forty-three years later, in 1993, he retired as a Senior Vice President of Warner-Elektra-Atlantic Distributing Corp.
The music business also introduced Irwin to the love of his life. He first saw Judi, then working for a classical music radio station, at a Boston Hi-Fi show in late 1954. They were engaged two weeks after their first date and married six months later. They have three sons (I am the youngest).
Irwin and Judi, were also dedicated volunteers, working to raise money for cancer research and treatment through the Music Industry Chapter for the City of Hope. For many years of that, he served as the treasurer of their chapter.
He is survived, missed, and loved by his wife of 57 years, Judith, sons Stephen, D. Miles, and Kenneth, daughters in law-in-law Jennifer, Michelle, and Leslie, six grandchildren, two great-grandchildren, his younger brother and sister, nieces, nephews, cousins, and countless more who all wished that he was their Dad.
Irwin B. Goldstein was born in January, 1929, in Boston, Massachusetts. After graduating from high school, he joined the Army, then went on to Bentley College on the G.I. bill where he earned a certificate in accounting. In 1950 he got his first job in the record business, never expecting it would be his life's work. Forty-three years later, in 1993, he retired as a Senior Vice President of Warner-Elektra-Atlantic Distributing Corp.
The music business also introduced Irwin to the love of his life. He first saw Judi, then working for a classical music radio station, at a Boston Hi-Fi show in late 1954. They were engaged two weeks after their first date and married six months later. They have three sons (I am the youngest).
Irwin and Judi, were also dedicated volunteers, working to raise money for cancer research and treatment through the Music Industry Chapter for the City of Hope. For many years of that, he served as the treasurer of their chapter.
He is survived, missed, and loved by his wife of 57 years, Judith, sons Stephen, D. Miles, and Kenneth, daughters in law-in-law Jennifer, Michelle, and Leslie, six grandchildren, two great-grandchildren, his younger brother and sister, nieces, nephews, cousins, and countless more who all wished that he was their Dad.
Monday, November 26, 2012
Every Donor a Major Donor
One question that's always likely to come up when I teach a workshop on fund development is, "How do you define a major donor?" People ask this to determine some sort of line in how to thank and care for their donors; where to set the bar in setting aside one group of donors for "special treatment."
If that's their goal, then the answer really depends on the size of the organization, and how well-developed and successful their individual giving program is. For some organizations "major" may be those who give gifts over $25,000 or even $50,000, while for others it may be any donor who gives more than $500 or $1,000.
But one thing I try to explain to those I teach, coach, or advise, is that it is important to personally thank every donor, and that every gift - no matter how large or small - has the potential to be major to that donor. The person who is struggling themselves, but makes a personal sacrifice to send you $25 deserves at least as much thanks as the rich person who writes a much larger check to lower their tax liability.
I was reminded of this recently when my wife and I were invited to a special donor reception at our alma mater. When we opened the invitation, we looked at each other to ask, "How much did you send them!?" My wife is a public school teacher and I am a consultant to small, local nonprofits. We are not rich by any stretch, and our donations are not at all what a large university would ordinarily consider "major." We thought a mistake may have been made, but we RSVP'd anyway and went to the reception.
It was no mistake that we were on the list. There was no dollar cut-off for this thank you event. What had happened was that we had designated our gift this year to a new endowed chair in honor of one my wife's favorite professors. All early supporters at the fund's launch were invited, regardless of the size of the gift.
We attended with no more than 50 other local alumni, professors, and university staff at the Chancellor's house for a lovely afternoon with delicious snacks, wine, and a few short speeches, thank yous, and a performance from a current student. At no point during the event was there any hint of an ask. There was no fundraising that day, only thanking those who had already given.
As one who is more used to (and comfortable) doing the thanking, it was a pleasant change to be on the other side, and inspirational to see how well a large organization like a major university could do in creating an intimate and personal thank you event for donors at all levels.
How personal are your organization's thank yous? Do you have a cut-off for those who get a personal response versus those who get a form letter? When was the last time you reviewed your major gift and thank you policies?
I can pretty much guarantee that following that reception all of our annual alumni gifts will be going to this particular fund. The gifts may be small, but as long as they are appreciated, they will continue.
If that's their goal, then the answer really depends on the size of the organization, and how well-developed and successful their individual giving program is. For some organizations "major" may be those who give gifts over $25,000 or even $50,000, while for others it may be any donor who gives more than $500 or $1,000.
But one thing I try to explain to those I teach, coach, or advise, is that it is important to personally thank every donor, and that every gift - no matter how large or small - has the potential to be major to that donor. The person who is struggling themselves, but makes a personal sacrifice to send you $25 deserves at least as much thanks as the rich person who writes a much larger check to lower their tax liability.
I was reminded of this recently when my wife and I were invited to a special donor reception at our alma mater. When we opened the invitation, we looked at each other to ask, "How much did you send them!?" My wife is a public school teacher and I am a consultant to small, local nonprofits. We are not rich by any stretch, and our donations are not at all what a large university would ordinarily consider "major." We thought a mistake may have been made, but we RSVP'd anyway and went to the reception.
It was no mistake that we were on the list. There was no dollar cut-off for this thank you event. What had happened was that we had designated our gift this year to a new endowed chair in honor of one my wife's favorite professors. All early supporters at the fund's launch were invited, regardless of the size of the gift.
We attended with no more than 50 other local alumni, professors, and university staff at the Chancellor's house for a lovely afternoon with delicious snacks, wine, and a few short speeches, thank yous, and a performance from a current student. At no point during the event was there any hint of an ask. There was no fundraising that day, only thanking those who had already given.
As one who is more used to (and comfortable) doing the thanking, it was a pleasant change to be on the other side, and inspirational to see how well a large organization like a major university could do in creating an intimate and personal thank you event for donors at all levels.
How personal are your organization's thank yous? Do you have a cut-off for those who get a personal response versus those who get a form letter? When was the last time you reviewed your major gift and thank you policies?
I can pretty much guarantee that following that reception all of our annual alumni gifts will be going to this particular fund. The gifts may be small, but as long as they are appreciated, they will continue.
Monday, October 22, 2012
Personal, Political, and Professional
The common sense advice that is frequently given about social media is to keep your personal and professional identities completely separate. Much like the age-old saw about not discussing religion or politics at social gatherings, this is meant to avoid controversy, and, more to the point, not give any work associates reason to disagree with you (or terminate your job, etc.).
I've generally followed this advice, with separate blogs and distinct Twitter identities for the personal and professional. I try to keep my Facebook "friends" to only social contacts and my LinkedIn "connections" to only professionals (doesn't always work out that way). I've not gone out of my way to completely hide one identity from the other, but I've been reasonably careful about not deliberately mixing the two.
But, really, what have I got to hide? I'm not a recent college graduate with pictures of wild parties filling my personal social media streams. There are no illegal or immoral activities shared on my personal streams (although, there are some that are fattening). If alcohol is mentioned or pictured, it's most likely in reference to a visit to one of my state's many world-class wineries. The only possible area of controversy is the political.
Then, yesterday, following news of the death of George McGovern, I wondered why I am not more overtly political on this blog. The political is an essential element of the nonprofit sector. Political decisions drive the demand for social services, the results of elections can effect the flow of grant money into the nonprofit sector. And, this coming Presidential election could possibly have a major impact on the tax deductibility of the individual donations we depend on for support.
So, let me make one thing perfectly clear to any readers who may not have already figured this out: I am a liberal. Sometimes I use the euphemism "progressive," but I don't hide from the L word. Liberalism is not just a guide to how I vote, but a key to who I am. Liberal values and ethics permeate my being, and flow through my veins. It comes from my family upbringing, it comes from my religious background, it comes from my education (BA in Politics, Master of Public Policy & Administration), and it comes from my life experiences. It's not likely to be changed by a 30 second attack ad.
My liberalism is why I have made my career in the nonprofit sector. It is liberalism that keeps me dedicated to making the provision of social services efficient, effective, and possible. It is liberalism that makes me a better consultant, more interested in looking for ways nonprofits can better serve our communities than ways to extend my contract and increase my income. Without a conscious choice to live my liberalism, I would more likely have made a career in media or the entertainment industry, and made quite a bit more money. Oh well.
George McGovern's Quixotic campaign for President in 1972 was also part of the background and education that made me a liberal. Yesterday I wrote more about that on my personal blog, here: George McGovern: Acts of Faith
Let me make one more personal, political confession: I am not a Democrat. I was, from when I was able to register to vote in 1979 till about 1995. I was registered as a Green briefly after that, but have been happily DTS ("Decline to State") since. I describe myself as "left-of-center, independent." No one party or candidate owns my vote or can expect it without first earning it.
That said, my final point here is this: The Nonprofit Consultant Blog proudly supports and endorses Barack Obama for a second term as President of the United Sates.
I believe that this President, while far from perfect, has shown dedication to the issues we work on as a sector, and that he deeply cares about the people who we serve. Meanwhile Mitt Romney's private remarks to donors about "the 47%" have disqualified him from consideration by anybody who has dedicated their career to helping those on the lower side of the economic ladder.
We need to give President Obama another term to continue the progress that he has made. Further, we need to help him by removing the obstructionist Tea Party Republicans from Congress. I am an independent, who has regularly split my vote, but this year it is vital to elect a straight Democratic ticket. I hope you will join me.
I've generally followed this advice, with separate blogs and distinct Twitter identities for the personal and professional. I try to keep my Facebook "friends" to only social contacts and my LinkedIn "connections" to only professionals (doesn't always work out that way). I've not gone out of my way to completely hide one identity from the other, but I've been reasonably careful about not deliberately mixing the two.
But, really, what have I got to hide? I'm not a recent college graduate with pictures of wild parties filling my personal social media streams. There are no illegal or immoral activities shared on my personal streams (although, there are some that are fattening). If alcohol is mentioned or pictured, it's most likely in reference to a visit to one of my state's many world-class wineries. The only possible area of controversy is the political.
Then, yesterday, following news of the death of George McGovern, I wondered why I am not more overtly political on this blog. The political is an essential element of the nonprofit sector. Political decisions drive the demand for social services, the results of elections can effect the flow of grant money into the nonprofit sector. And, this coming Presidential election could possibly have a major impact on the tax deductibility of the individual donations we depend on for support.
So, let me make one thing perfectly clear to any readers who may not have already figured this out: I am a liberal. Sometimes I use the euphemism "progressive," but I don't hide from the L word. Liberalism is not just a guide to how I vote, but a key to who I am. Liberal values and ethics permeate my being, and flow through my veins. It comes from my family upbringing, it comes from my religious background, it comes from my education (BA in Politics, Master of Public Policy & Administration), and it comes from my life experiences. It's not likely to be changed by a 30 second attack ad.
My liberalism is why I have made my career in the nonprofit sector. It is liberalism that keeps me dedicated to making the provision of social services efficient, effective, and possible. It is liberalism that makes me a better consultant, more interested in looking for ways nonprofits can better serve our communities than ways to extend my contract and increase my income. Without a conscious choice to live my liberalism, I would more likely have made a career in media or the entertainment industry, and made quite a bit more money. Oh well.
George McGovern's Quixotic campaign for President in 1972 was also part of the background and education that made me a liberal. Yesterday I wrote more about that on my personal blog, here: George McGovern: Acts of Faith
Let me make one more personal, political confession: I am not a Democrat. I was, from when I was able to register to vote in 1979 till about 1995. I was registered as a Green briefly after that, but have been happily DTS ("Decline to State") since. I describe myself as "left-of-center, independent." No one party or candidate owns my vote or can expect it without first earning it.
That said, my final point here is this: The Nonprofit Consultant Blog proudly supports and endorses Barack Obama for a second term as President of the United Sates.
I believe that this President, while far from perfect, has shown dedication to the issues we work on as a sector, and that he deeply cares about the people who we serve. Meanwhile Mitt Romney's private remarks to donors about "the 47%" have disqualified him from consideration by anybody who has dedicated their career to helping those on the lower side of the economic ladder.
We need to give President Obama another term to continue the progress that he has made. Further, we need to help him by removing the obstructionist Tea Party Republicans from Congress. I am an independent, who has regularly split my vote, but this year it is vital to elect a straight Democratic ticket. I hope you will join me.
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