Carefully shifting staff, board time from grassroots fundraising yields greater results

Many non-profits use grassroots fundraising — small, low-dollar, community based strategies including sales, low-dollar fundraising events, and community fundraisers — as their main method of fundraising. And many folks think they’re wastes of time — that non-profits should completely ditch them for major gifts.

I fall in the middle; balancing grassroots and major gift fundraising is key to the success of an organization’s development program. Major gifts should be the top priority, but despite its very low return on investment, grassroots fundraising gives you community visibility and gets donors’ “feet in the door.”

Before 2007, the Ronald McDonald House of Durham, the organization I’m working with, made grassroots mechanisms its primary focus. They used a significant amount of staff, volunteer, and board time planning an executing these events, although they don’t bring in a lot of money. Factoring in paid staff time, I’m sure the organization, like most non-profits, lost money on these events.

We are currently undergoing a large transformation, particularly in development — part of which includes a large shift from grassroots fundraising to major gifts. Here are some specific strategies we’re trying:

Spend the bulk of staff time on major gifts. My boss and I have been spending most of our time on capacity building and launching our major gifts program.

Engage the board in major giving. Our board previously spent time on grassroots events, but we’ve started getting them involved in major gifts — connecting us to and talking about the organization with community leaders. The shift is going well. So far we’ve gotten three board members formally with our annual giving program, and five others are working on a lead gift ask for our capital campaign.

Spend time on corporate sponsorships for events. Each year, we host a large wine auction, and we increased gross revenue by $30,000 because of corporate sponsorships. We hope to bring it up by $75,000 more next year. Our community events directors primary role for this event is soliciting corporate sponsors.

Let volunteers lead low-dollar programs. We are letting committed volunteers take the lead on our large community events, and in 2009, we hope to get a handful of volunteers signed on to lead a comprehensive program for donors who give $999 or below annually.

Use the Internet for grassroots donors. Barack Obama’s fundraising juggernaut exemplifies the power of having many low-dollar donors. At work, we’re seeing more and more inquiries about donating online, especially setting up recurring donations.

We’re not only trying these techniques at work, but I’ve pitched a similar model to Traction, the 501c3 whose board I serve on. As a young organization with only one staffer (an ED), board members have to take on many roles usually reserved for a development staff.

I’m trying to lead the shift from grassroots to major gifts for Traction, and here’s a training PowerPoint I prepared to start that move. I welcome feedback on it or anything else in this post.

April 5, 2008 | Filed Under Blog, Fundraising

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Expand volunteer roles to gain experience in your field

For twenty-somethings, volunteering has long been a part of our lives. Our parents made us volunteer as kids, our high schools required it, and we needed it for college admissions and resumes post-undergrad. We built Habitat houses, volunteered in soup kitchens, mentored kids, worked in group homes, and all kinds of things that help our community.

Continuing our volunteer work is important to personal growth, but expanding our roles as volunteers can give us a professional boost. We should considering joining boards and committees for non-profit organizations they believe in — and taking leadership roles in them.

Joining non-profit boards and committees and providing pro-bono services to organizations give great experience and learning opportunities to young professionals. And twenty-somethings can get involved with local organizations who need our knowledge and skills.

My best friend Josh, a 23-year-old construction executive in South Carolina, recently stepped up as a Trustee of his church, which he’s been a member of his entire life. He’s taken on a heavy role with the church’s finances, learning about non-profit accounting and governance.

Because he’s done a great job as a Trustee, he’s been asked to lead the church’s capital campaign to build a new sanctuary. He asked me to volunteer, and I’m trying on a consultant hat for the first time by giving them some fundraising advice as they plan their campaign.

We’ve already prepared a strategy document for the church (attached below), had one excellent meeting with the church’s leadership, and I’ll be working with Josh to train church members, prepare materials, and coach them through the fundraising process.

These experiences will not only accomplish good things for his church, but they’ll give us added experience that will hopefully help us in our careers.

Look at non-profit organizations. At my job, the Ronald McDonald House and Family Room of Durham, volunteers are crucial to our operations and leadership. Volunteers help us provide direct service to the families; advise us on operational, legal, fiscal and strategic moves; and are actively involved in our fundraising and special events. We have several young professionals, including two Duke MBA students, on our Board of Trustees and committees.

Political committees need volunteer leaders. When I worked in politics, volunteers were key to fundraising, get out the vote (GOTV), and events. Political experience is applicable to many careers, especially fundraising.

Also, public boards and commissions are always looking for young people to serve. A college friend of mine with an interest in city planning was the only person under 30 who applied to serve on the Town of Chapel Hill’s Transportation Board, and he had a very successful term.

So get involved! No matter your field, I bet there is an organization in your area who could use your help. You’re doing great work, and it gives you valuable experience that could be helpful in future career endeavors.

April 2, 2008 | Filed Under Blog, Career, Fundraising

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Don’t use grad school to break into fundraising

In the last post, I suggested several professional development programs that young professionals should look at in order to build their credentials for a career in fundraising. In response, a friend of mine shot me an email this morning, questioning if grad school was an option to break into fundraising or get high-paying jobs in non-profits. This is definitely not the case. Grad school is not a smart option for millennials trying to break into the field.

There are a few professional degree programs in fundraising out there — Columbia and NYU to name a few. However, these programs don’t seem to provide anything that good work experience in fundraising and some professional development couldn’t — at a fraction of the cost.

As Penelope Trunk has pointed out several times, grad school isn’t something 20-somethings should rush into.

I would recommend that people wanting to break into the field pursue the professional development programs I listed in the last post and spend years working in the non-profit or political sphere to gain work experience and perspective on the fundraising world.

Now, some of us millennials are Covey-esque in our “begin with the end in mind” thoughts — we might not go to grad school now, but we like to think about what programs we should be applying to in the years to come. Heck, I have GMAT, LSAT and GRE books on my bookshelf, just so I’m prepared for whatever program I decide to apply for in the future.

If after working in the field for five years you are truly interested in making fundraising your career, a graduate degree is required to get top, senior-level jobs — senior consulting for big firms, CEO gigs for large foundations, and serving as vice president for development or advancement at universities. There is no set degree path to getting senior-level jobs, though, and that’s pretty frustrating to a lot of folks.

Many people would recommend versatile degrees such as MBAs or JDs for seasoned professionals looking to get top fundraising jobs. One of my former bosses, NYC Education Chancellor Joel Klein, said that getting a professional degree in an uber-specific field limits you in the long run and highly recommended a law or B-school for both the non-profit and for-profit worlds.

But it’s a matter of choice. In an old Chronicle of Higher Ed article, Mark Drozdowski, a fundraising administrator at Pierce College in NJ, outlines the many degree paths you could choose (degrees in law, business, higher ed, public policy, and philanthropic studies) to enhance a fundraising career and get to that senior level, but his final recommendation is the same as mine– professional development.

March 20, 2008 | Filed Under Blog, Career, Education, Fundraising

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Build your fundraising credentials through professional development

One of the most frustrating parts about a career in development is that there is no set path into the field. Most of the people I encounter come from seemingly random backgrounds and degree paths and connected to fundraising during parts of their careers. My mentors in development have been journalists, pharmacists, and even sociologists before becoming fundraisers, and I got into the field after a degree in history — North Carolina history, to be exact.

So how can someone get training in fundraising or make themselves marketable to development employers? The key is professional development.

There are many part-time or seminar-based programs in fundraising that not only give you great skills but can enhance your resume significantly. If you’re looking to break into the field, or if you’re a non-profit professional, you should check out these programs:

Duke University Certificate in Non-Profit Management: I’m partial to this program because I’m in it, but it offers workshop courses all over NC on all aspects of non-profits, but with the option to concentrate on fundraising courses. Most of the workshops last one day at a time — so you can take a day off or ask your employer for a professional day — and it’s quite affordable. More important, it’s taught by NC fundraising consultants and professionals, and gives a lot of options for networking.

The Fundraising School at IUPUI: The premiere place for development training, the Indiana University-Perdue University Indianapolis offers an excellent training program on all aspects of fundraising. It’s a bit expensive, but it’s definitely worth looking into if you can afford it. My boss is pursuing training there.

Association of Fundraising Professionals: The “trade organization” for fundraisers is an excellent place to get great training. Their website lists a host of information, including job listings, that is free, but membership gets you access their listserv (which is invaluable) and great trainings that are free to members or reduced in price. The biggest perk is that there are local chapters nation-wide, cutting down your travel that could be a problem for the other two programs.

There are also affordable programs in the political fundraising arena. Even if you aren’t interested in working in politics, the lessons of political fundraising can help you immensely in the non-profit world.

EMILY’s List has quite possibly the best political fundraising training there is. The organization specializes in getting Democratic, pro-choice women elected to office up and down the ballot, but their training is open to all genders. They take the show on the road, so check and see if they’re near you.

Camp Wellstone is the best thing I did during my career in politics. The training teaches people how to run campaigns like Sen. Paul Wellstone, UNC alum and all-around great guy who was tragically killed in a plane crash. The fundraising portion of the program is phenomenal, and they travel more than EMILY’s list does. They’re all over the US and on college campuses.

March 18, 2008 | Filed Under Blog, Career, Education, Fundraising

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