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The journey to an anti-racist community

By Sponsor Insight

by Pamela Ross, vice president of opportunity, equity and inclusion at Central Indiana Community Foundation

Almost three years ago, Central Indiana Community Foundation (CICF) and its affiliates, The Indianapolis Foundation and Hamilton County Community Foundation, announced our new shared mission and a focused commitment to dismantling systemic racism. After spending generations committed to making the Central Indiana community stronger through philanthropy, we were faced with the realization and data-driven proof that our collective efforts were still leaving people and communities behind while others prospered. And it was clear that race still has a profound impact on the opportunity for someone to reach their full potential.

We committed to learning more, having hard conversations amongst our staff and leadership, and most importantly, developing authentic relationships with residents, listening to them — and activating what we heard. We made space to learn and encouraged our employees and board members to bring their whole selves into this work. As we’ve continued to learn more, we’ve invited others — community leaders, corporate leaders, not-for-profits, our fundholders — to join us on this journey towards equity. All with mixed success.

On our journey to be a leader in creating one of the most anti-racist communities in this nation, a few of our fundholders chose to take their philanthropy elsewhere. In conversations about race with our staff, there were times when we were challenged by the tone of voice used to share their perspective and experiences instead of listening to what was being shared.

There were times when our choice in language could have been chosen more wisely when addressing privilege and our country’s history of centering the White experience. In reflecting on those moments, we were faced with Abraham Maslow’s two options, “step forward into growth, or step back into safety.” We chose — and will continue to choose — the former. And in that choice, new funds and relationships came to fruition because of our commitment to equity and growth is not wavering.

We don’t pretend to have all the answers or have this journey figured out. We have to be intentional and authentic and willing to make mistakes — and learn from them. The process of becoming an anti-racist organization, community, and nation is ever evolving.

Centering and empowering the voices and experiences of people of color is crucial in equity work. Uplifting, trusting and valuing the lived experiences of the people most impacted by the systemic issues you’re trying to address cannot be a step you skip over. When so many companies are trying to improve in this space, too often, people of color are burdened with the expectation to draft anti-racism statements and inclusion strategies without adjustments to existing workloads or emotional support when they’re constantly reliving this trauma. This work must be an opportunity for those voices of color, not another obligation.

Anti-racism cannot be performative. If your allyship or pledge to equity is designed to primarily benefit you or your organization’s reputation, it is simply a distraction. Celebrating a new DEI hire across your social media but not giving that individual any true power or voice within the organization is not advocacy. Being a keyboard warrior by reposting a hashtag or sharing a crafted statement without acknowledging your own privilege and role in systemic issues does not lead to equality. This work must include actions and real change that may never get publicly recognized but you know it is important, nonetheless.

We, at CICF, have learned that the path towards equity is beyond challenging and continuously filled with nuance. There is no guidebook with proven solutions. It is not fast or transactional. But we must all unite in our commitment to struggle towards racial equity. The time for change must happen now.

Herramientas para agilizar la filantropía en 2021: Prepara las bases para el éxito de la recaudación de fondos

By Espanol

(To read in English, click here) Translated by LUNA Language Services

Por Angela E. White, ejecutiva de recaudación de fondos certificada (Certified Fund Raising Executive, CFRE), consultora sénior y directora ejecutiva (Chief Executive Officer, CEO), Johnson, Grossnickle and Associates

Desde marzo de 2020, nuestro lema en JGA ha sido “la generosidad no se ha perdido”. Hemos perdido muchas cosas en nuestras vidas por la pandemia, pero la generosidad no es una de ellas. Los donantes no han dejado de compartir sus dones de tiempo, talento y valores. Hemos sido testigos de esta generosidad para apoyar las campañas, días de donaciones y operaciones en curso, así como un compromiso continuo con el voluntariado; aunque el formato ha cambiado a un mundo virtual.

¿Qué significa esto para el 2021? Mientras esperas seguir cultivando el apoyo filantrópico para su misión de 2021, ¿qué harías para preparar las bases para continuar con la generosidad?

En un blog reciente, publicado por la Escuela de Filantropía Familiar Lilly de la Universidad de Indiana, se pueden encontrar 10 consejos para recaudar fondos en 2021. Entre estos consejos se encuentran buscar nuevas formas de colaborar, crear una comunidad virtual, involucrar a todos sus donantes y, mi favorito, acoger el optimismo. También enfatizan la importancia de seguir recaudando fondos. Como se indica en el artículo, “tu causa sigue siendo digna. Tu trabajo sigue siendo impactante. Aquellos con quienes trabajas todavía tienen necesidades”.

En JGA, incluiríamos las siguientes medidas como maneras clave de agilizar sus objetivos en 2021 y estimular la generosidad para tu organización:

  1. Crea planes a corto plazo para generar un impacto a largo plazo. ¿Tus estrategias institucionales e iniciativas de desarrollo se adaptan a tu entorno cambiante? ¿Has revisado tu plan estratégico actual en virtud de las lecciones aprendidas debido a la pandemia? Tómate el tiempo ahora para asegurarte de que los planes que orientan tu organización y tu operación de desarrollo sean relevantes en este nuevo entorno y apoyen tu plan estratégico.
  2. Concéntrate en tus mejores prospectos e involucra a nuevos donantes. ¿Has recalibrado tus carteras de donantes para 2021? ¿Estás logrando captar nuevos prospectos en un mundo virtual o híbrido? Optimiza tus carteras para que tu equipo se concentre en los prospectos adecuados para recaudar más dinero para tu misión. Debido a los cambios de personal, muchas organizaciones también deberán crear un plan para incorporar nuevos oficiales de desarrollo o carteras de transición. Las organizaciones sin fines de lucro que consiguieron nuevos donantes a partir de iniciativas especiales de recaudación de fondos para la pandemia en 2020, deben crear planes para administrar estas relaciones y retener su apoyo continuo en el futuro.
  3. Recopila información estratégica para tomar decisiones informadas. ¿Estás pensando en crear un servicio nuevo, plan de comunicación o metodología de recaudación de fondos para este año? Primero debes involucrar a tus integrantes y recopilar la información crítica necesaria antes de tomar estas decisiones y lanzar una empresa nueva. Involucra a tus grupos de participantes actuales y potenciales en un proceso de recopilación de información de múltiples etapas. Los datos que recibas durante esta etapa de contribución crucial pueden ayudarte a tomar decisiones informadas y evitar errores costosos.
  4. Concéntrate en optimizar los datos de tus donantes. ¿Los recursos de tu personal están alineados para involucrar a tus mejores prospectos en el inicio del proceso? Los datos optimizados de los prospectos pueden ayudarte a segmentar mejor tu base de donantes y concentrar tus esfuerzos en aquellos prospectos con más probabilidades de hacer una donación a corto plazo. Cuando combinas los datos basados en la capacidad y en el compromiso con herramientas como Acuity®, obtienes información capaz de identificar rápidamente a tus mejores prospectos.

JGA está aquí para ayudarte a evaluar tu preparación en una o más de estas áreas y a acelerar tus objetivos para 2021. Incluso hemos reunido paquetes de servicios especiales que se pueden implementar rápidamente y con una ganancia de inversión alta para ayudar.

¡Por un gran año!

Tools to Fast Track Philanthropy in 2021: Set the Stage for Fundraising Success

By Sponsor Insight

(Para leer en español, haga clic aquí) Translated by LUNA Language Services

By Angela E. White, CFRE, Senior Consultant and CEO, Johnson, Grossnickle and Associates

Since March 2020, our motto at JGA has been “generosity is not cancelled.” So many things in our lives have been cancelled due to the pandemic, but generosity is not one of them. Donors have not stopped sharing their gifts of time, talent, and treasure. We have seen this generosity in support of campaigns, days of giving, and ongoing operations, as well as a continued commitment to volunteerism – although the format has changed in a virtual world.

What does this mean for 2021? As you look toward continuing to raise philanthropic support for your mission in 2021, what will you do to set the stage for generosity to continue?

A recent blog posted by the Indiana University Lilly Family School of Philanthropy offers 10 Tips for Fundraisers in 2021. Among these tips are finding new ways to collaborate, creating community virtually, engaging all of your donors, and – my personal favorite – embracing optimism. They also stress the importance of continuing to fundraise. As stated in the article, “your cause is still worthy. Your work is still impactful. Those you serve are still in need.”

At JGA, we would add the following steps as key ways to fast track your goals in 2021 and spur generosity for your organization:

  1. Create short-term plans for long-term impact. Are your institutional strategies and development initiatives tailored to your changing environment? Have you revised your current strategic plan in light of lessons learned from the pandemic? Take time now to ensure the plans that guide your organization and your development operation are relevant in this new environment and support your strategic plan.
  2. Focus on your best prospects and engage new donors. Have you recalibrated your donor portfolios for 2021? Are you successfully engaging new prospects in a virtual and/or hybrid world? Optimize your portfolios so your team is focused on the right prospects to raise more money for your mission. Many organizations will also need to create a plan to on-board new development officers and/or transition portfolios as a result of staffing changes. Nonprofits that acquired new donors from special pandemic fundraising initiatives in 2020 need to create plans to steward these relationships and retain their ongoing support in the future.
  3. Gather strategic intelligence to inform decision making. Are you contemplating the creation of a new service, communications plan, or fundraising methodology this year? You should first engage your constituents and gather the critical information needed prior to making these decisions and launching a new venture. Engage your current and prospective constituency groups in a multi-pronged information-gathering process. Data you receive during this crucial input stage can inform your decision making and avoid costly missteps.
  4. Focus on streamlining your donor data. Are your staff resources aligned to engage your best prospects early in the process? Streamlined prospect data can help you better segment your donor base and focus your efforts on those prospects most likely to make a gift in the short term. When you combine data based both on capacity and engagement using tools like Acuity® you get actionable intelligence that identifies your best prospects quickly.

JGA is here to help you assess your readiness in one or more of these areas and assist you in fast tracking your goals for 2021. We’ve even put together special service packages that can be implemented quickly and with a high return on investment to help.

Here’s to a great year!

Lilly Family School alumni share sustaining lessons from the pandemic

By Sponsor Insight

By Abby Rolland, former communications project manager, Lilly Family School of Philanthropy

As states slowly resume operations and the U.S. tries to return to normalcy in the wake of a devastating health and economic crisis, nonprofits continue to serve on the frontlines.

To learn what is happening on the frontlines, Lilly Family School of Philanthropy reached out to alumni working in nine charitable subsectors. Classified by the National Taxonomy of Exempt Entities (NTEE) Code: religion, health, education, human services, public society benefit, international affairs, foundations, animals and the environment, and arts, culture and the humanities, these graduates provided insight about how their organizations responded to COVID-19 and what they are learning.

Insights

In the religion subsector, Winterbourne Harrison-Jones serves as a senior pastor at Witherspoon Presbyterian Church on the city’s westside. He explained that the old models of worship have been challenged, and the church has had to find new ways to connect, show care and form community.

Winterbourne Harrison-Jones

“We’ve had to create virtual spaces for spiritual development and social engagement. The coronavirus has challenged many congregations to think quickly and creatively to stay true to teachings of the church, while also navigating a new environment.”

Harrison-Jones shared videos of services, messages, and music on the church’s Facebook page in order to connect with church attendees.

In the education field, Richard Trollinger works as a senior philanthropy advisor to Centre College in Danville, Ky. In March, the college created a relief fund for students needing immediate assistance during the spring semester. Now, it’s shifting its focus to discuss the ongoing needs for students long-term.

Trollinger also serves as the coordinator of a group of 21 chief development officers at liberal arts colleges in the Southeast.

Richard Trollinger

“We have had Zoom meetings to discuss when and how to reboot our overall fundraising programs, especially major gifts. We want to examine all angles in major gift fundraising and learn from each other before moving forward.”

The subsector public society benefit includes organizations such as United Way. Lisa Busse serves as the engagement senior manager at United Way of Central Indiana (UWCI), which rapidly developed a response to the virus crisis by working with other funders to launch the Central Indiana COVID-19 Community Economic Relief Fund. Busse leads a team that is not only raising funds for the needs in the community during the pandemic, but for UWCI’s regular programming as well.

Lisa Busse

Those fundraisers meet with donors online, openly sharing the challenges of the global pandemic while also illustrating the need for United Way and the impact it has had for over 100 years. Combined with three prior rounds of grants made since March 24, C-CERF has granted $21.5 million to 186 organizations in Central Indiana that serve individuals and families affected directly and indirectly by the COVID-19 pandemic.

Working in human services arena at Gleaners Food Bank, Bethany Watson, director of grants and foundation relations, has seen the number of food-insecure Hoosiers rise dramatically as a result of COVID-19. In April, the nonprofit distributed more than twice the amount of food as it had in April 2019. Gleaners and other nonprofits that are focused on food insecurity have rapidly adapted their services to feed more hungry individuals.

Bethany Watson

Watson said her degree in philanthropic studies has helped her navigate the challenges of a new environment, including writing grants and mananging relationships with funders to help Gleaners make a difference for those facing food insecurity and hunger.

At The Nature Conservancy (TNC), Erin Crowther serves as the donor relations manager. The environment- and animals-focused nonprofit has found new ways to creatively adapt to the new environment and engage with its constituents and the conservation community.

Erin Crowther

“We’ve developed ‘TNC TV’ episodes featuring different aspects of our mission, we held an online board meeting, and we celebrated the 50th Anniversary of Earth Day from all corners of the globe,” Crowther said. “We recognize the comfort our natural world can bring to those who engage with it.”

International affairs organizations based in the U.S. have implemented innovative fundraising campaigns, participated in global giving days, and developed their own emergency responses to COVID-19, according to Lilly Family School of Philanthropy visiting research associate Kinga Horvath, a Fulbright Scholar from Hungary.

“Pooled funds and collaboratives have also become an innovative vehicle to leverage donors’ resources and common interests in order to tackle global societal challenges, locally and globally,” she explained.

Kinga Horvath

Horvath and the rest of the Lilly Family School of Philanthropy research team have worked on collecting data about giving and COVID-19 from around the U.S. and the world in order to assess its national and international impact.

Some foundations, such as Ball Brothers Foundation (BBF) in Muncie, have developed a rapid grant program that is designed to pay out small grants quickly, according to BBF president and COO Jud Fisher. The program assists with immediate needs, and allows BBF to respond quickly without changing many of their systems. In addition, Fisher noted that the foundation is also continuing its general grantmaking cycle.

Michelle Turchan of Riley Children’s Foundation urged nonprofits to be nimble and to ask constituents, volunteers, and donors how they are impacted by the crisis and can best be served.

Michelle Turchan

“We’ve developed a relief fund that allows the hospital to serve the specific needs of families impacted by this health crisis,” said Turchan, regional gift officer. “We know that many of our constituents are in a particularly heightened state of stress, and we want to be sure that we are continually able to best serve them.”

Arts, culture, and humanities organizations face a tough road ahead.

“During previous disasters, sharing space and taking solace in the healing power of the arts has allowed us to grieve together and heal together,” explained Tania Castroverde Moskalenko, executive director of the Miami City Ballet.

Tania Castroverde Moskalenko

“The nature of this pandemic hasn’t allowed us to do that. The current situation has forced many of us to pivot to virtual presentations via digital platforms and social media channels,” she said. “Most of us are planning, creating, and producing content in order to stay connected to our audiences. We are determined to continue impacting lives through our work.”

Lessons

What are some of the takeaways that nonprofit practitioners can learn from peers in the philanthropic sector?

  1. Use a virtual learning/community environment to your advantage. Discover new ways to connect with stakeholders and those passionate about your mission. How can you use online platforms to connect in virtual ways that you weren’t able to or hadn’t tried before?
  2. Be creative in communicating and engaging with your donors. Host regular Zoom meetings. Invite donors on tours of your organization, implementing your community’s recommendations for social distancing. Share stories about recipients or beneficiaries of your organization. Find ways to continually engage with your donors.
  3. Identify ways to regularly meet with your board. Although the virus has altered programs and schedules, it’s important to keep in touch with your board to discuss the ever-changing situation. Keep them involved and engaged, and use their expertise and connections to continue to demonstrate your nonprofit’s case and mission.
  4. Collaborate with others. Search for opportunities to collaborate with other nonprofits, and with businesses and government entities. Much can be accomplished if individuals and organizations work together to better serve their communities.
  5. Listen and respond accordingly. If you’re a public charity, listen to your beneficiaries and the community to see where your mission matches need. Be open and nimble to adjusting plans if you find that your constituents need something different from you. If you are part of a foundation, listen to your grantees and find ways to be flexible in order to quickly respond to community needs. In addition, deliver on your previously-made awarded grants in order to help nonprofits as much as possible during this time.

Since June 2020, Abby Rolland has served as a fellow at The Patterson Foundation in Sarasota, Fla. She holds a master’s degree in philanthropic studies from the Indiana University Lilly Family School of Philanthropy and an undergraduate degree from Gettysburg College.

Through a collaboration with the Indiana University Lilly Family School of Philanthropy, The Patterson Foundation created the Fellows Program. Through this effort, the foundation aspires to create a network of future leaders aligned in its innovative approach to philanthropy.

Are millennials rewriting philanthropy or is the general public?

By Feature, Fundraising

By Lynn Sygiel, editor, Charitable Advisors

It’s now a ubiquitous headline: Millennials are the largest generation. In 2016, they surpassed boomers at 79.8 million.  By 2020, those born from roughly 1980 to 2000 are projected to make up half of the workforce.

For better or worse, millennials may be the most labeled, the most stereotyped generation ever. Millennials, however, are growing up, making waves, and making traditional institutions take notice.

According to the Washington, D.C.-based Case Foundation, the millennial generation is a “tech savvy, entrepreneurial, educated and independent-minded cohort that is driven to ‘do good.’  They are actively reshaping advocacy, engagement, service and philanthropy on a scale that has never before been experienced. As a result, traditional models of engagement, movement building and measurement are evolving to keep pace with their new ideals.”

Derrick Feldmann, the founder and president of the Indianapolis- and Florida-based research firm Achieve, has seen the movement up close. He has led The Millennial Impact Project for 10 years funded by the Case Foundation. The youngest members of the generation are now 18.

“It’s easy to say, ‘Let’s get millennials involved because they’re going to solve it for us.’ At the end of the day, we have to move the general population from interest to deeper action,” said Feldmann, who is a 2001 graduate of the Lilly Family School on Philanthropy. “So that’s where I think we’ve got this challenge is whether this is a generational thing versus we’re in a new stage of how individuals get involved in social issues in our organizations.”

“Our future as a fundraising field is an organization’s ability to look at any individual who has any asset and say, ‘If you want to address this issue, we can do that with you, no matter what you have.’ So that’s the shift. And millennials are driving that shift, but it’s a shift that has started years before that. Millennials by sheer size and force are starting to implement it and make it happen.”

One arena where this plays out is the work environment. Millennials search for companies that are socially responsible and oftentimes check the company’s volunteer policy before applying for a job, according to Chris Herndon, United Way of Central Indiana’s chief marketing and engagement officer.

Part of United Way’s strategy was to find a way to help employers create an environment that offers community engagement, and at the same time introduce the age group to community issues. So three years ago, it started LINC — Lead.Impact.Network.Change — a membership group for young professionals ages 22 to 30. A fall event, called Plant it Forward, had members come together at Flanner Farms and build garden boxes for an urban garden.

LINC is designed to introduce its members to worthy causes and issues that United Way tackles, like poverty, mental health, financial sustainability, homelessness and childhood literacy.

“We hope that this exposes people to community challenges, helps them better understand how United Way is fighting some of these challenges, gives them an opportunity to see how they can connect through us to help address some of these issues. What LINC allows the participants is the try-before-you-buy approach,” said Herndon. “They want to volunteer or experience something first before they give, before they commit financial resources.”

Indianapolis was one of the first to implement this United Way national strategy, now with similar groups in at least 20 other major markets. With much of United Way’s fundraising done in tandem with corporations, the agency is the conduit for that engagement, and at the same time creating a consistent experience across markets.

“If you’re a company that employs in Indianapolis, and Atlanta and Houston, you want to be able to offer something that’s consistent across your company’s footprint,” said Herndon, who is himself a GenXer.

While Feldmann sees merit in courting millennials, he cautions nonprofits not to stray too far from their past initiatives. He urges all organizations to look at their entire supporter base over the past 10 years.

“We know that there are approaches to take with millennials that will work, but the first thing is you cannot go off segmenting unless you understand and have the foundational element figured out first,” he said.

“If anybody raises his or her hand no matter what age, and says, ‘I kind of care about the issue to work on,’ then you can take and move them along a journey of engagement. Get people active in many different ways beyond giving,” he said.

He cites Keep Indianapolis Beautiful and Relay for Life as nonprofits that have sound supporter models by engaging all age groups. These nonprofits help individuals see others who believe in the mission just like them. Relay for Life for the American Cancer Society’s collegiate level and lower has allowed individuals to create their own narratives, rather than define everything.

“Look at it and say, ‘I have to create an opportunity for anybody whether you’re 18 or 80 to care about this issue.’” Feldmann said.  “So I think our job should be, “How do we create campaigns — giving or not — that allow everybody to express their interest, their desire to help others, but yet all participate in the same action as well.”

“Once we get past the interest stage, there are approaches that make us get involved more. If you’re a women’s empowerment organization we need to make a message that works across all that focuses on a belief statement like, ‘This is the year to make girls impossible to ignore. Are you in?’

“Does it mean it’s a millennial message? They created a message based on the belief statement that anybody can get attached to it. So that’s where I think we’ve got this challenge between is this a generational thing versus we’re in a new stage of how individuals get involved in social issues in our organizations.”

And that strategy fits in with the largest cultural change in philanthropy – addressing issues together – according to Feldman.

Helping supporters understand an issue is key. Building Tomorrow, a locally founded nonprofit that builds schools in Uganda, helps its constituency understand its educational issues. On the organization’s website is a tool that helps a person calculate the difference in cost between his or her education versus a student in Uganda.

“If you’re invested in helping constituents understand the issue, to get them active on other things, and then have those opportunities to act, you’re in a pretty good boat. That’s the approach that organizations need to look at,” said Feldmann.

Today with technology, involvement in social-good initiatives is easier because it helps remove barriers. Added to that is that millennials were born with these platforms, so it’s a natural progression, and they should be leading the charge.

“Even though the same premise of doing good is present in all generations, it is that you have the tools and the resources to act upon the impulse and the idea and the notion in this minute that you want to do good.  Are millennials rewriting philanthropy? I would say technology has allowed the general public to rewrite philanthropy.”

Technology, especially social media, can help take charitable giving to higher levels.

“If I wanted to ask a friend for money, I used to have to go walk over, share the envelope and say, ‘I’m riding in a bike-a-thon. Would you sponsor me?’” Feldmann said.

“Now, the greatest thing today is that we have a technology that allows me to do that. The same premise is still there. So the way that we interact with technology has really advanced the philanthropic opportunities we have.”

Liberty in North Korea, a nonprofit that resettles refugees, is one nonprofit that uses technology to connect its mission to millennials. With chapters at universities, it has one of the largest millennial bases in the country. It takes $6,000 to resettle one refugee, and this fall’s online campaign raised $580,000 from 3,800 millennials.

“They are always focused on elevating the individual in all of the narratives. The individual changemaker,” Feldmann said.

United Way’s Herndon knows that crowdfunding is a tool to use when there is an incredible need and sense of urgency, and not for ongoing needs. However, while there hasn’t been a disaster in the area in a while, Herndon said they have a draft plan and the tools in place together if needed. His agency is part of a group of about 30 United Ways nationally that have co-invested in digital strategies over the past two years.

In addition, United Way is working on a cloud-based program in partnership with SalesForce.org in San Francisco that will roll out this summer with some of its corporate partners. Basically an online philanthropy platform, it will allow individuals to manage all of their giving, volunteering and community interests. There will also be rich cause-related content.

But what’s not going to change, according to Feldmann, is sitting down with an individual and saying, “I’ve got an opportunity for you.

“That is never going to change. The person might have gotten to the table via technology, but I still have to use the practices I learned at the Fund Raising school to help you understand it and move forward.”

The need for more basic philanthropy research

By Sponsor Insight

By Amir Pasic, Eugene R. Tempel Dean, Indiana University Lilly Family School of Philanthropy

Judging by the proliferation of research-inspired ventures, it may seem we’re in a golden age of philanthropic knowledge creation. But we are not focusing enough of our efforts on basic research.

Given the urgency of finding better ways to solve pressing social issues, it’s not surprising that the vast majority of research generated is applied research. Both the standard ways of doing philanthropy and the paradigm-bending (and busting) efforts to transform and disrupt conventional approaches come armed with research findings on what works, where there are strategic gaps in expectations and how some interventions are more effective than others.

This data-driven search for solutions is awesome and inspiring. Our current philanthropic research ecosystem is highly fragmented. Its inhabitants often belong to a variety of industries or professions whose connection to philanthropy is contingent on other interests and commitments. And today’s growing expectations of philanthropy are only likely to increase because of current political winds, and because total annual giving at $390 billion does not seem small compared to the nonmilitary portion of federal discretionary spending: $518 billion a year.

However, basic research also is needed to give more coherence to this burgeoning applied research engagement, and to give it a better chance at driving innovation. Shared fundamental questions unite applied and basic research. We just need to devote patience to pursuing basic questions, such as why do humans give? How does giving affect our social life? And how is giving connected to exchange relations in the market and to the power relations of authority?

A classic case for the value of basic research, The Usefulness of Useless Knowledge, was reissued this year by Princeton University Press. Written by the man who brought Albert Einstein to America, it argues that both deeper understanding and technological progress are best facilitated not by seeking immediately applicable solutions, but through “the unobstructed pursuit of useless knowledge.”

Such “useless knowledge” now resides in every smartphone built from “basic” discoveries that in their time did not have ready uses, ranging from electricity to relativity to quantum mechanics. In the social sciences and humanities, basic research leads to novel designs for our social institutions (think of social security and public health) and to the ways we form and express our identities and find meaning.

Alarm also is being raised about declining government investment in basic research, including by the president of MIT and the head of the Institute for Advanced Study, Einstein’s academic home. Realistically, philanthropy will fund only a small portion of flagging government support for basic science research. But even a campaign to fund basic science through philanthropy would benefit from better fundamental understanding of philanthropy.

We’re likely to see many more efforts to tap into philanthropy or to regulate the flow of financial resources into it. The decisions made would be improved by better understanding of what “it” is. Is philanthropy a tax dodge, the outsourcing of government, an agent of pluralism, or is it its own thing that reflects a fundamental feature of the human condition? It can be all of these things, but the last point merits more attention.

We often hear suggestions that the private sector or the government would do philanthropy’s work better. One can make that argument, but it is one that seeks not to improve or understand philanthropy, but to substitute it for something else.

This suggests that basic research on philanthropy is not going to succeed by walling it off from other disciplines and ways of approaching human nature and social interaction. But at the same time, if there is a basic puzzle to investigate that focuses on the how and why of human generosity, we cannot simply follow the practitioners and thinkers who consider philanthropy an offshoot of market behavior or authority relations that can be managed and understood better by using only these more established lenses.

There is a surge of applied research activity to draw upon.

Every association or forum for discussing the effectiveness of philanthropy is bringing its own research to the table. Just glance at the work of our established infrastructure organizations such as GuideStar, the Foundation Center, the Center for Effective Philanthropy and Independent Sector, not to mention the consultancies that advise foundations on big bets or generate interpretive strategic templates such as “collective impact.” They are generating ever more sophisticated and useful syntheses, deep dives, case studies, data tools and research reports.

The Gates-funded “Giving By All” initiative is fostering a range of applied research on interventions that might facilitate more donations by the public at large.

Even following the Stanford Social Innovation Review only begins to reveal the expanding universe of applied research and experimentation.

Our field is replete with excellent associations and consultants who serve as the McKinseys and Bains of the philanthropic world.

However, we are not so blessed with the equivalent of the multitude of excellent business schools in the world of commerce that build knowledge and allow us to discern among the flurry of urgent insights by providing rigor and the perspective of broader and longer context.

In the academic world, we have simply not kept up with the pace of innovation and experimentation that is being driven by research-savvy practitioners. We have not done an adequate job of building the connective sinews, as basic and applied research do not progress in isolation. They benefit from cross-pollination and creative tension between curiosity driven basic questions and applied discoveries.

As the first school of philanthropy, we have a role to play in pursuing the basic questions and engaging them with the repertoire of fundamental data generation and applied work for which we are already known.

But we are not alone. For example, The Human Generosity Lab is “the first large-scale transdisciplinary research project to investigate the interrelationship between biological and cultural influences on human generosity.”

And more broadly, there has been dramatic growth in the number of academic programs that teach about philanthropy. These are mostly found in schools of public affairs and public policy, where “nonprofit management” is a growing line of instructional business. But here too, more connective tissue needs to be grown to connect data-driven innovators on the one hand and scholars outside the professional school domain on the other.

Our understanding of philanthropy and our quest to make it more effective will benefit from embracing curiosity-driven research that seeks to understand what ties our disparate concerns together in the pursuit of basic questions about human generosity.


Amir Pasic, Ph.D., is the Eugene R. Tempel Dean of the Indiana University Lilly Family School of Philanthropy since 2015. Prior to joining IU Lilly Family School of Philanthropy, Dean Pasic was vice president of international operations at the Council for Advancement and Support of Education (CASE). Previously, he was associate dean for development and strategic planning at Johns Hopkins University School of Advanced International Studies (SAIS) and the executive director of the Foreign Policy Institute.

Presidential campaigns and philanthropy

By Sponsor Insight

By Bill Stanczykiewicz, director of The Fund Raising School, Indiana University Lilly Family School of Philanthropy

As Election Day approaches, nonprofit leaders might be worrying that the big money donated to the presidential campaigns will lead to smaller results in their nonprofits’ next fundraising campaigns.

That’s understandable since, according to American National Election Studies, 40 percent of Americans contribute to political candidates, parties or PACs. As the primary season concluded in mid-June, the Center for Responsive Politics reported that nearly $1.3 billion had been raised by individual candidates and super PACs to support various presidential contenders. This already is more than half of the total spent in 2012 by President Obama and Republican contender Mitt Romney, who raised and expended nearly $2.4 billion on their campaigns.

While these dollar amounts are substantial, campaign account receipts are subpar when compared with Americans’ philanthropic activity. According to Giving USA 2016, $373.25 billion was donated to nonprofits in 2015. Of that total, nearly $265 billion was provided by individuals.

In addition, an analysis of data of political and charitable gifts between the years 2000 and 2010 conducted by the Indiana University Lilly Family School of Philanthropy for Giving USA Foundation’s Spotlight revealed that “charitable giving constitutes 98 percent or more of all charitable and political giving combined.”

The report concluded, “Despite the increase in political donations in recent years, charitable giving by American donors far exceeds the total amount political organizations receive from political donors of all kinds.”

Importantly, while donor motivations vary, research and data indicate that most people do not reduce their charitable giving in favor of political contributions in a presidential or any other election year.

“I think that’s exactly right,” said Diana Aviv, chief executive officer of Feeding America, who serves as a visiting fellow at the Lilly Family School of Philanthropy.

Aviv added, “Generally speaking, people compartmentalize. For politics, they’re going to give so much, and for their regular philanthropy they’re going to give so much. If there’s a disaster or a crisis, they’ll give something else.”

That is why the Lilly Family School of Philanthropy advises simply: “Organizations should continue to ask for donations, even in election years.”

In fact, Giving USA data reveal that charitable giving increased – even after adjusting for inflation – in seven of the last eight presidential election years. The only exception: 2008, which was the beginning of the Great Recession.

Characteristics of political campaign contributors

While financial support for presidential or other political campaigns does not appear to decrease donations to charity, fundraisers can still benefit from knowing about the typical characteristics of political donors as they conduct fund development research and prepare for meetings with prospective donors.

For example, the Lilly Family School of Philanthropy’s report notes that households are more likely to contribute to a candidate for elected office or to a political party as the residents become older, have higher levels of education, are retired and have higher after-tax income. Households with children under the age of 18 are less likely to financially support a political campaign.

Interestingly, geography matters. Residents in Midwestern and Western regions of the United States are more likely to give money to a political candidate or cause, while people who live in rural areas are less likely to donate politically.

Gender distinctions also are evident. For example, a listing of the 2012 presidential campaign donations of $200 or more by the Center for Responsive Politics reveals that 62 percent of the donors were men who contributed 65 percent of the campaign cash.

And yet the data on individual donors also serve as a reminder of how the number of contributors to political campaigns is relatively very small when compared with philanthropy. Just under 550,000 individuals donated at least $200 to either Obama or Romney or their various supporting parties and organizations. Meanwhile, the latest wave of the Lilly Family School of Philanthropy’s Philanthropy Panel Study shows that 59.7 percent of Americans – in a nation of more than 300 million people – make charitable gifts each year. In fact, more Americans give than vote.

Perhaps you’ve arrived for a meeting with a prospective donor and discovered that she has a yard sign for a political candidate on her front lawn. Or maybe you’ve concluded a donor meeting and in the parking lot you see a bumper sticker for the donor’s favorite candidate on his car.

Fret not. Even if those signs reflect financial support for the candidate, research shows that political contributions do not detract from charitable giving. So keep asking!


 

bill-lillyschool Bill Stanczykiewicz is director of The Fund Raising School at the Indiana University Lilly Family School of Philanthropy. He previously served as president and CEO of the Indiana Youth Institute.

A version of this article appeared in The Chronicle of Philanthropy.

The Fund Raising School:  https://philanthropy.iupui.edu/professional-development/fundraisingschool/index.html

Indiana University Lilly Family School of Philanthropy: https://philanthropy.iupui.edu/

India’s new CSR law sparks debate among NGOs and businesses

By Feature, Leadership

By Oliver Balch, freelance writer, The Guardian | 

India is the first country in the world to enshrine corporate giving into law. Following a change in company law in April 2014, businesses with annual revenues of more than 10bn rupees (£105m) must give away 2 percent of their net profit to charity. Areas they can invest this money in include education, poverty, gender equality and hunger.

At the time India’s policy-makers said the law would release much-needed funds for social development, while critics warned of a tick-box mentality and efforts at evasion.

Two years on, the arguments remain unresolved. What’s unambiguous is that overall charitable spend by companies has increased. According to independent reports, the private sector’s combined charitable spend jumped from an estimated 33.67bn rupees (£357.5m) in 2013 to around 250bn rupees (£2.63bn) after the law’s enactment.

Some say the change in law is also waking up corporate India to its wider social responsibilities. “The so-called 2 percent law has brought CSR [corporate social responsibility] from the fringes to the boardroom,” argues Bimal Arora, chair of the Delhi-based Centre for Responsible Business. “Companies now have to think seriously about the resources, timelines and strategies needed to meet their legal obligations.”

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Six trends that will set the pace for 2016’s philanthropy

By Feature, Fundraising

By Bruce DeBoskey, The DeBoskey Group, for The Denver Post |

With record levels of giving, new approaches to marshaling philanthropic assets for impact, and better approaches to philanthropic strategy, 2015 was a great year for philanthropy. This trend will continue in 2016.

Increasingly, leaders in businesses, foundations and families understand that philanthropy is more than the merely transactional act of writing checks to favorite nonprofits. Today, philanthropy is seen as a strategic investment that is transformational for both society and the donor.

In the coming year, expect to see: The increasing impact of women

Women continue to demonstrate innovation and leadership in the field of philanthropy — and with big impact. Women now control more than half of the private wealth in the United States.

Looking forward, women are expected to inherit 70 percent of the $41 trillion in inter-generational wealth transfer that will take place over the next 40 years. By 2025, women will comprise 60 percent of U.S. billionaires.

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Cooper Union inquiry puts nonprofits on notice

By Feature, Fundraising, Governance

By James B. Stewart, New York Times |

In what should be a ringing alarm for nonprofit boards across the country long accustomed to minimal scrutiny or accountability, Attorney General Eric T. Schneiderman of New York has signaled that the laissez-faire approach to nonprofit governance is over.

Mr. Schneiderman’s office has sent letters to the board members of Cooper Union for the Advancement of Science and Art, the prestigious college founded in Manhattan in 1859 by the philanthropist Peter Cooper on the premise that it be “open and free to all.” Last year, after the school said it faced financial ruin otherwise, it began charging tuition.

The investigation, reported earlier by The Wall Street Journal, is focusing on the board’s management of its endowment; its handling of its major asset, the Chrysler Building; its dealings with Tishman Speyer Properties, which manages the skyscraper; and how it obtained a $175 million loan from MetLife using the building as collateral, according to people involved.

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