Effective fundraising demands new strategies, timeless principles, and an open mind |
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New edition of Achieving Excellence in Fundraising puts philanthropy in context |
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by Shari Finnell, editor/writer, Not-for-profit News
As editors prepared to assemble the fifth edition of Achieving Excellence in Fundraising, they shared a sense of unease, recalls Genevieve G. Shaker, lead editor and associate professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy at IUPUI.
Shaker, who had been involved with the textbook previously in its 30-year history, led a team of more than 50 authors — all with ties to the Lilly Family School of Philanthropy — during one of the most transformative periods in the history of philanthropy. The work on the edition started in 2019 but the team paused as the global COVID-19 outbreak upended the nonprofit sector, philanthropy. The publication was released this spring and was co-edited by Eugene R. Tempel, Sarah K. Nathan, and Bill Stanczykiewicz.
“There was so much happening with fundraising as a result of that period of time,” Shaker said, recalling the uncertainty around the deadly pandemic, heightened awareness about DEI (diversity, equity and inclusion) following social justice protests, economic upheaval, and the rush to virtual engagement.
Several questions emerged during that time, she said, including: “How might this be changing things?” “What are the tried-and-true principles we believe still hold?”
“New editions come out about every five years,” Shaker said. “We wanted to make sure those principles were sustained. How can we make a book, attending to the changes this moment, that also will speak to people several years from now?”
In the end, the team decided to move forward, with the understanding that it may take some time to unearth how the events of 2020-2021 will continue to change fundraising and giving. “We couldn’t wait another two to three years to see what happens longer-term. It’s so important that people have a new book, so we went ahead — even with some uncertainties about the ultimate impact of this period.”
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Generosity continued in 2021 despite challenges, Giving USA reports |
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Even with the continued challenges related to the unprecedented events of 2020, donors continued to give more generously in 2021 than before the pandemic. Multiple factors, including historic inflation, affected philanthropic choices, and many donors returned to supporting their favorite causes, with sectors that suffered in 2020 rebounding well. Though the landscape of giving looked rather different in 2021, it continued to grow, reaching the highest total in history.
Giving USA Foundation has released annual estimates of charitable giving for 2021, showing that giving reached more than $484.85 billion. Giving USA 2022: The Annual Report on Philanthropy for 2021 reports a fourth year of growth, with the highest total in history. Total giving reflects an increase of 4% in current dollars but stayed flat at -0.7% in inflation-adjusted dollars. Growth remains driven largely by individuals — supported by growth in foundation giving.
Three main topics influenced giving significantly: the COVID-19 pandemic, continuing racial and social justice movements, and one of the highest inflation rates in 40 years.
Giving by sources highlights the following key trends in 2021:
1. Individuals gave 4.9% more than in 2020 — but giving stayed flat when adjusting for inflation. At 67%, individuals remain the dominant giving source by far. Individuals also influence other sources of giving, such as family foundations, donor-advised funds, bequest gifts, and family-owned businesses.
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Episode 10: Join Bryan Orander in a conversation with Leslie Murphy of Raybourn Group International about how small to midsize associations are finding a better way to meet the needs of members and boards. This new approach is delivered through an association management company or AMC, for short. An AMC hires experts in marketing, technology and more to leverage their expertise on behalf of multiple associations or nonprofits. Listen
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The Indiana Health Care Association/Indiana Center for Assisted Living has named Paul Peaper president. Peaper previously was executive director of strategic affairs and corporate partnerships at Indiana University Health. — Inside Indiana Business
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Keep Indianapolis Beautiful has promoted Kristina Uland to chief operating officer. Uland previously was senior vice president of development and external affairs for the nonprofit organization. |
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The Shelby County Chamber of Commerce has hired Kylie McCrory as event and special program coordinator. McCrory has been pursuing a bachelor's degree in marketing at World Campus at Penn State University. |
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Intend Indiana has hired Mia Gutierrez as real estate manager. Gutierrez previously was a rehab specialist and mortgage processor at Indianapolis Neighborhood Housing Partnership. |
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Nina Mason Pulliam Charitable Trust has hired Rachel Weaver as grants administration associate. Weaver previously was manager of the family success program at Southeast Community Services. |
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JCC Indianapolis has hired Cathleen Hamilton as director of fitness and recreation. Previously, Hamilton previously was an associate wellness director at the Benjamin Harrison YMCA. |
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JCC Indianapolis has promoted Cindy Reinbold to assistant director of early childhood education. Reinbold previously was as a teacher in early childhood education program for the organization. |
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JCC Indianapolis has promoted Erica Johnson to senior director of family and community engagement. Johnson previously was the director of early childhood education of the organization. |
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Glick Philanthropies has awarded $695,600 to 90 organizations in 11 states through the Glick Community Relief Fund. The fund supports organizations’ efforts to provide basic needs, including food access, transportation, emergency shelter, utility assistance, mental health support and remedial education. Read
In response to educational needs revealed during the pandemic, Marian University has launched a K-12 private school that offers both virtual instruction and face-to-face engagement with instructors. Marian University Preparatory School, which will start enrolling for grades 6-9 this fall, will add more grades in the coming years. Learn more
Indianapolis Business Journal is accepting nominations for the Michael A. Carroll Award, which honors an individual who demonstrates qualities of determination, humility, and devotion to the Indianapolis community. The deadline for nominations is July 22.
Tune into Charitable Advisors’ new podcast. Join us as we share the latest updates about Central Indiana’s not-for-profit community. You’ll gain new insights and perspectives from many of the incredible people that make it work. Learn new strategies on how to increase your impact. Subscribe
Donation: Large refrigerator, two microwaves, an ice maker, and a dishwasher. Contact Bryan Brenner at bbrenner@firstpersonadvisors.com for more information and for pick up.
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Lead with purpose, a nonprofit board training program that prepares participants for more effective board service, is offering a two-for-one registration special, with the support of Katz, Sapper and Miller, Faegre Drinker and First Person-NFP. The first of eight available sessions starts Aug. 4. Presented by Hedges. Register
Diversity, equity, inclusion, and belonging: Where to start? webinar on July 14 at 8:30 a.m. Join an informative conversation on how to successfully launch a Diversity, Equity, Inclusion and Belonging (DEIB) strategy. Presented by HR Nonprofit Peer Group. Cost: Free. Register
Impact Investing: Aligning all capital for good webinar on July 14 at noon. Gain a better understanding of impact investing, and mission- and program-related investments, as well as legal and administrative considerations. Presented by Indiana Philanthropy Alliance. Cost: Free. Register
Economic uncertainty: How nonprofit leaders navigate change webinar on July 14 at 2 p.m. Learn how nonprofit leaders are adapting to the current economic environment and how to build a strategy to manage change at your organization. Presented by Salesforce. Cost: Free. Register
The Racial Equity Institute’s Groundwater Approach virtual interactive training on July 15 at 9 a.m. Examine the characteristics of modern-day racial inequity. Presented by The Indianapolis Foundation.
Demystifying R hybrid training on July 22 from 1:30-3:30 p.m. at John H Boner Community Center, 2236 E. 10th St. or online. Learn about the free data analytic software R, how it works, and what it can do for you. Presented by Indiana Evaluation Association. Cost: Free for members/$20 non-members. Register
Best practices in expense reimbursement webinar on July 26 at 3 p.m. Learn about the best policies for nonprofit expense reimbursements and key considerations from a risk perspective. Presented by Forvis (formally BKD). Cost: Free. Register
Bringing leaders together retreat on Nov. 13-15 in Hilton Head, S.C. Learn from other leaders during a collaborative three-day retreat designed specifically for nonprofit chief executives, including CEOs and executive directors. Presented by BoardSource. Cost: $2,595 member/ $2,695 non-member. Register
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Bosma’s Center for Visionary Solutions is seeking volunteers to help with its Connections call-in program. Volunteers will facilitate puzzle and game activities on Tuesdays and Thursdays, from 1-2 p.m., or on Wednesdays and Fridays, from 3-4 p.m., either remotely or on location. Contact Ray Montgomery at raymondm@bosma.org to learn more. |
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Many Americans are approaching charitable giving with more caution this year, and 9 percent say they won't make contributions until the economy stabilizes.
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It’s critical that nonprofit leaders carve out time to define what success looks like in clear and quantitative terms that lessen the chance for misunderstandings.
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Our sponsor marketplace serves to further connect our readers with our advertisers who are focused on serving nonprofits. To learn about each sponsor's nonprofit services, click on its logo.
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FUND DEVELOPMENT
STRATEGIC PLANNING
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BANKING/
ASSET MANAGEMENT
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Private month-to-month offices for lease: Two furnished micro-offices and a premium suite are available for lease at Nexus Impact Center on the city’s Northwest side. Rental agreements include meeting room credits, access to high-speed internet, and free printing and coffee. Rates start at $393/month. Learn more
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CHARITABLE ADVISORS
FEATURED JOB POSTINGS
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President - Indiana Fiscal Policy Institute/Charitable Advisors
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