Evolving landscape, renewing optimism

1
(No Transcript)
2
Evolving landscape, renewing optimism

• Philanthropic Trends 2010
• AFP Congress

3
The base statistics
sector snapshot overall giving individual giving
4
The base statistics
sector snapshot overall giving individual giving
5
The base statistics
sector snapshot overall giving individual giving
6
The base statistics
sector snapshot overall giving individual giving
7
Many organizations
the base statistics sector snapshot
8
2-year decline in giving
the base statistics overall giving
9
including individuals
the base statistics individual giving
10
and now giving down slightly too.
the base statistics individual giving
11
The landscape evolves
donor confidence demographics technology accountab
ility competition
12
The landscape evolves
donor confidence demographics technology accountab
ility competition
13
The landscape evolves
donor confidence demographics technology accountab
ility competition
14
The landscape evolves
donor confidence demographics technology accountab
ility competition
15
The landscape evolves
donor confidence demographics technology accountab
ility competition
16
The landscape evolves
donor confidence demographics technology accountab
ility competition
17
Renewed donor confidence
the landscape evolves donor confidence
18
leads to turning the corner?
the landscape evolves donor confidence
19
The generations are shifting
the landscape evolves demographics
20
The generations are shifting
the landscape evolves demographics
21
The generations are shifting
the landscape evolves demographics
22
The generations are shifting
the landscape evolves demographics
23
with more complexity
the landscape evolves demographics
24
and diversity
the landscape evolves demographics
25
(No Transcript)
26
Just a few new tech choices
the landscape evolves technology
27
more accountability than ever

• Increased scrutiny of donors and public
• Demand for fiscal accountability
• Governance renewal and reaffirmation
• Imagine Canadas Standards Initiative
• More scrutiny re cost per dollar raised, but also
  more understanding of what it takes to be
  successful
• CRA Guidance

the landscape evolves accountability
28
and more sophisticated competition

• Increased number of charities
• Increased sophistication of profession
• Increased needs and demands for funds

• Dramatically increased competition for
  mind-share
• Public goodwill and profile
• Volunteers and community leaders
• Donors
• Staff

the landscape evolves competition
29
Generating renewal
alignment collaboration engagement
impact diversification leadership development
30
Generating renewal
alignment collaboration engagement
impact diversification leadership development
31
Generating renewal
alignment collaboration engagement
impact diversification leadership development
32
Generating renewal
alignment collaboration engagement
impact diversification leadership development
33
Generating renewal
alignment collaboration engagement
impact diversification leadership development
34
More we work together

• Alignment of board
• To the strategic priorities of the organization
• Aligned in terms of governance, board
  composition, focus areas
• Alignment of staff
• Between foundations and the organizations they
  support
• Between the Development department and the rest
  of the organization
• Understanding of the need to be on the same page

generating renewal alignment collaboration
35
more effective we will be

• Much more collaboration than ever before
• Between funders
• Between charities
• Between sectors
• Driven in part by donors interest in issues as
  opposed to organizations

generating renewal alignment collaboration
36
Reaching your traditional groups

• Deepening relationships with donors and
  volunteers
• Developing engagement strategies for donors and
  prospects for the long haul
• Keeping the conversation going with potential
  donors
• Using a customer management model while remaining
  authentic
• Same holds true for volunteers
• Looking for ways to keep them engaged over long
  periods of time
• Concept of maintaining mindshare

generating renewal engagement impact
37
New audiences, new strategies

• Engaging new prospective donor groups will be key
  to growing philanthropy
• Younger generation
• New technology will be key
• Four generations in the workplace
• Mainstream ethnic fundraising
• Not a project but a core part of fundraising
  programs
• May mean not doing things the way weve always
  done them

generating renewal engagement impact
38
The cheque is the start, not end

• Evidence that donors and volunteers want to be
  more engaged, driven by their desire to have real
  impact on the organizations they support
• Want to be involved beyond writing a cheque
• Concept of catalytic philanthropy catalysts
  for change and being actively involved in the
  solution
• On the one hand, wonderful however, can be
  challenging for the organization

generating renewal engagement impact
39
Moving beyond just volunteer connections
generating renewal engagement impact
40
with customized approaches

• No one size fits all when it comes to involving
  volunteers in organizations
• Dependent on organizations stage of development
• Regardless of stage, role clarity is critical
• Clearly understand and communicate role you want
  volunteers to play
• Starts at recruitment
• Measuring performance of volunteers
• Ultimately, ideal is a partnership model

generating renewal engagement impact
41
including in campaigns

• Flatter volunteer structures
• Executive Committee/Cabinet model
• Case Component model
• To Chair or not to Chair?
• No Chair model
• Co-Chair model
• Revolving Co-Chair model
• Increased Board involvement
• No longer just downloaded to campaign volunteers
• Less meetings, more one-on-one

generating renewal engagement impact
42
All eggsone basket bad idea

• Recession showed us value of diversification
• Top performers consistently had diversity of
  fundraising activities
• Diversification of fundraising programs to
  address all 4 generations
• Strategic retooling and tactical facelift of
  programs
• Aging Boomers bodes well for charitable giving
• Now is the time to build planned giving programs
• Concept of donor equity evolving

generating renewal diversification
43
Shifting program priorities
generating renewal diversification
44
Shifting program priorities
generating renewal diversification
45
(No Transcript)
46
Technology new tools in the toolbox
generating renewal diversification
47
Technology new tools in the toolbox

• Facebook and Twitter
• used to mobilize groups and spread messages
• Utility as fundraising tool not yet proven
• Mobile philanthropy growing
• Gifts made via mobile philanthropy to Haiti
  demonstrate the power of this vehicle
• Organizations now using iPhone and Blackberry
  applications to enable point of sale donations
• Sector grappling with how best to make it work
• First things first
• Focus on enhancing your web presence, email
  quality, and enabling more donor control

generating renewal diversification
48
with impact across three key areas
generating renewal diversification
49
Tech questions to ask

• What are you trying to achieve?
• What is the capacity of the tools?
• Are you willing to resource (money and human)?
• If on a limited budget, what are you willing to
  drop?

generating renewal diversification
50
Looming leadership gap

• Capacity of organization limited by capacity of
  the people in the organization
• Shifting demographics mean need to focus on
  talent management and leadership development
• Aging Boomers retiring
• Entrance of new generations into the workforce
• Four generations in the workplace
• Succession planning is precursor to good
  leadership and key to talent management
• At all levels of the organization
• In consultation with senior management and
  involving the staff under consideration
• Open and transparent

generating renewal leadership development
51
and the importance of both Qs.

• IQ
• Intellect
• Threshold capability for executives
• Cannot be learned
• Can be reinforced

• EQ
• Personal capabilities or competencies
• Typifies outstanding leaders
• Can be learned
• Not nice to have but need to have

generating renewal leadership development
52
and the importance of both Qs.

• IQ
• Intellect
• Threshold capability for executives
• Cannot be learned
• Can be reinforced

• EQ
• Personal capabilities or competencies
• Typifies outstanding leaders
• Can be learned
• Not nice to have but need to have

Hire for EQ, not just IQ Hire for leadership
potential, not just tactical skill.
generating renewal leadership development
53
What does it mean for you?
54
(No Transcript)
55
Journey of a thousand miles
Snapshot 2010 KCI client poll

• Opportunities
• Renewal in major and planned giving
• Online/multimedia/technology initiatives
• Collaborative asks
• Corporate partnerships
• New prospect markets women, ethnicities, youth
• Alignment
• Challenges
• Hangover effect from the economic challenges
  (i.e. cautious donors and volunteers)
• Recruiting and retaining good staff
• Competition/brand positioning
• Transitioning, maintaining momentum after a
  campaign
• Communicating cost of fundraising
• Alignment

what does it mean for you?
56
Journey of a thousand miles

• Minimum requirements remain
• Sharp, relevant case for giving
• Respect for donors individually
• Flexibility in giving options
• Patience with extended timelines for cultivation
  and decision-making
• In 2011 ALL organizations must
• Revisit strategic and operational plans
• Conduct a prospect audit
• Get out there

what does it mean for you?
57
Slow and steady

• Not a matter of abandoning long held fundraising
  principles
• Adopt an orientation of openness to emerging
  opportunities
• Take a thoughtful look at how they fit in
  organizational realities
• Plan the integration of tools and techniques
• Develop structures and strategies to maximize
  strength and capitalize on new opportunities

what does it mean for you?
58
(No Transcript)