Change agents or counting the change

1
Change agents or counting the change?

• Update to CPNS Alumni October 2006
• Dr Wendy Scaife
• Senior Research Fellow

2
Today

• Why is fundraising
• taught at university?
• Giving Australia themes
• Dragonfly skim of
• lit themes

3
Fundraising image

• Tin cup begging
• High pressure
• tactics
• Cake stalls
• NOT a
• profession

4
Giving Australia (GA)

• Miasma of mistrust
• Yet funding prime need
• Calls for
• Better practice
• Improved public understanding

5
Professionalism literature

• A body of applicable expert knowledge with a
  theoretical base
• Acquired through lengthy training (preferably in
  a university)
• An active professional association
• A code of ethics
• Credentialling
• (Bloland and Tempel 2004)

6
Professionalism literature

• Change in entry mode
• US 40 now enter with prepared education and
  training
• Radically different to a generation ago
• (Levy 2004)

7
Role of higher education

• Higher education serves as a protector of a
  discipline it becomes a gatekeeper and a
  preserver.
• (Levy 2004)

8
Giving Australia (GA) findings

• Context 700,000 npos, 35,000 staffed, 20,000
  DGRs
• Fundraising and volunteering key
• Difficult to attract, train and retain
  fundraisers
• Concern for sector reputation
• Lack of understanding
• Government
• Community
• NPOs

9
GA findings

• Totally volunteer wish
• Poor credibility
• Media role
• Ineffective, inefficient
• Give through taxes
• Dislike intrusive asks
• Feel undervalued

10
GA findings

• Most extensively used vehicles
• Major gifts
• Marketing
• Events
• Personal asking
• Greatest revenue
• Special events
• Direct mail
• Bequests and foundation grants

11
The Future

• Fundraising will grow
• Need to find pools of fundraising talent
• Education and training
• Educating boards and CEOs
• Build a research culture
• and agenda
• Public library model
• Trust issue
• Salaries issue
• Peak roles

12
The philanthropic environment

• Trends impacting fundraising (Nicholls 2004)
• Fundraising Regulation
• Frameworks for (Lee 2003)
• Cost/benefit (Irvin 2005)
• US generosity post 9/11 (Steinberg and Rooney
  2005)
• Surveying giving (Rooney, Steinberg and Schervish
  2004)
• The economic v. the voluntary spirit model of
  npos (Brainard and Siplon 2004)

13
The work and careers of fundraisers

• Corporate giving/CSR/CCI
• SMEs (Madden, Scaife and Crissman 2006)
• CSR partnerships for social change (Staples 2004)
• Givers and giving vehicles
• Committed giving and its antecedents (Sargeant
  2005)
• Donor Trust and Relationship Commitment in the UK
  Charity Sector (Sargeant and Lee 2004)
• Reasons for donor lapse (Sargeant and Jay 2004)
• The moral biography of wealth (Schervish 2006)

14
The work and careers of fundraisers

• Bequests
• Motives, organisational factors that drive
  them and potential barriers (Sargeant 2005)
• Marketing bequest club membership (Sargeant,
  Wymer and Hilton 2006)
• Events - motivations for support, costs,
  efficiency (Webber 2004)
• Direct response TV advertising (Tobin 2004)

15
Fundraising management

• Board
• Fundraising case in terms board members can
  relate to (Sayer 2004)
• Impact of funding source on CEOs engagement with
  the board (Hodge 2005)
• Board composition, committees and organisational
  efficiency (Callen, Klein, Tinkelman 2003)
  presence of major donors on board lifts
  organisational efficiency
• Optimal levels of fundraising expenditure
• Angela 2005

16
Fundraising Management

• Net value of volunteer programs (Handy and
  Srinivasan 2004)
• Assessing the effectiveness of capacity building
  initiatives (Wing 2004)

17
Counting the real change