329 posts categorized "Nonprofits"

Weekend Link Roundup (May 27-28, 2017)

May 28, 2017

Our weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Frog-in-the-Rain

Climate Change

As the Trump administration prepares to exit the Paris climate agreement, a new Global Challenges Foundation poll finds that a majority of people in eight countries — the U.S., China, India, Britain, Australia, Brazil, South Africa and Germany — say they are ready to change their lifestyles if it would prevent climate catastrophe — a survey result that suggests "a huge gap between what people expect from politicians and what politicians are doing."

Criminal Justice

On the Ford Foundation's Equal Change blog, Kamilah Duggins and William Kelley explain why and how they created a professional development program at the foundation for graduates of the Bard Prison Initiative, which creates the opportunity for incarcerated men and women to earn a Bard College degree while serving their sentence.

Diversity

A new white paper (6 pages, PDF) from executive search firm Battalia Winston sheds light on the lack of diversity within the leadership ranks of the nation's foundations and nonprofit organizations.

Education

Does the DeVos education budget promote "choice" or segregation? That's the question the Poverty & Race Research Council's Kimberly Hall and Michael Hilton ask in a post here on PhilanTopic.

Fundraising

There are mistakes, and there are fundraising mistakes. Here are five of the latter that, according to experts on the Forbes Nonprofit Council, we all should try to avoid.

Continue reading »

Charities Stand to Benefit From Trillions in Mandated Retirement Distributions

May 23, 2017

61mitchmillerThe same generation that sang along with Elvis, the Beach Boys, and the Beatles will be singing a different tune as they pay taxes on trillions in 401(k) and IRA required minimum distributions (RMD) this year.

In January, Edward Shane, managing director at Bank of New York Mellon, told the Wall Street Journal that he estimates boomers have roughly $10 trillion stashed away in tax-deferred savings accounts. As the first generation with 401(k)s, boomers are in a unique position to call their own tune as they decide what to do with that money. How can charities join the chorus and benefit from this potential windfall?

HBO's recent documentary Becoming Warren Buffett highlighted the homespun billionaire's pledge to give away the bulk of his wealth during his lifetime. Buffett is setting a new standard for philanthropy and — more importantly — is encouraging others to do the same. Not everyone is Warren Buffett, of course, but we can all learn from his philosophy of giving.

Boomers can make "giving while living" the norm

My parents, who are among the oldest of the boomer generation (born between 1946 and 1964), turned 70 last year. According to Pew Research, they are just two in a wave of 74.9 million boomers who will be reaching that milestone over the next decade and a half. Though only second in size (behind the millennials), the boomer generation is the wealthiest on record. That puts them in a position to give more than any previous generation.

My parents will mark another "first" this year when they hit the RMD age of 70½, meaning they will be required to withdraw monies from their retirement accounts (IRAs or other tax-deferred vehicles) or face steep penalties (50 percent of the amount not withdrawn). Of course, these distributions are taxable, and for some boomers they will represent unwanted income, which is where a proactive giving strategy comes in.

Boomers who want to establish a "giving-while-living" strategy (akin to Buffett's, in principle if not size) can take their RMD from their tax-deferred retirement savings plan and allocate those assets directly to a charity through a Qualified Charitable Distribution (QCD). A QCD is a direct transfer of funds from the trustee of an IRA to a qualified 501(c)(3) organization. There are other requirements: $100,000 is the maximum allowed per year, and the IRA or 401(k) holder must be 70½ or older.

The benefits of this type of planned charitable giving strategy are threefold. First, QCDs can satisfy the required minimum distribution. Second, QCDs are excluded from taxable income. And third, studies show that giving back can make you happier and feel more connected with your community.

Continue reading »

3 Ways to Bring Your Work to Your Donors (Instead of Asking Them to Come to You)

May 19, 2017

Mobile_ExperiencesNearly every nonprofit organization I deal with is careful to include an "experiential" touch point somewhere along the donor journey. That is, once they've cultivated a new donor, they spend a considerable amount of time and effort attempting to persuade that donor to volunteer or participate in some kind of hands-on activity at their headquarters or at an off-site location where the donor can experience their work firsthand.

Sound familiar? If your organization does something similar, how often is it successful? (Be honest.)

As nonprofit and cause leaders, we wish every individual had the opportunity, interest, and time to meet the people we serve and see the impact of our work in real time. But let's face it, getting donors to visit your offices or to join you on a site visit usually isn't realistic. Why? Because people are busy.

After my colleagues and I figured that out (it took us a few years), we adopted a number of practices designed to bring our work online: posting photos and videos on social media, sending out a series of emails, and so on. Unfortunately, pretty much everyone else adopted the same practices at about the same time. Today, they are so commonplace — and people are so inundated with emails and status updates as a result — that it's hard, if not impossible, to get your message stand out amid all the noise.

What's an organization to do? How can organizations share with donors the important work they are doing in a way that's both meaningful and experiential?

Actually, all it takes is a shift in mindset: Instead of bringing the donor to your work, you have to bring your work to the donor.

Continue reading »

Conscious Collaboration: The New Competitive Advantage for Nonprofits

May 18, 2017

CollaborationWhole Kids Foundation is a nonprofit on a mission to support schools and inspire families to improve their children's nutrition and wellness. We were established by Whole Foods Market in 2011 and operate in the U.S., UK and Canada, supporting more than ten thousand schools and reaching over five million kids. Our staff of six full-time team members is responsible for raising and investing $5 million annually. With such a small team, collaboration plays a critical role in our success.

It's unrealistic to believe that any one organization can solve today’s major societal issues alone, and so from the outset we have viewed the work of improving nutrition for children as a kind of relay. As such, it's imperative that we focus on our leg of the race — the work we are uniquely qualified and equipped to do. To achieve maximum impact, however, it's also critical for us to get to know and build relationships with organizations that are running other legs of the race. And as a leader in our field, it's important that we help other funders think about the quality of collaborations as an indicator of effectiveness.

From our roots in "conscious capitalism," a term coined by Whole Foods Market founder John Mackey to express the generative spirit of business and its capacity to create positive change in the world, we have developed an approach I call "conscious collaboration,” which is based on the idea that the tenets of conscious capitalism are as effective and powerful when implemented by nonprofit organizations.

Conscious collaborations begin with honest conversations, and the most difficult part of such conversations often is having an open dialogue about goals. Every dialogue we have with a potential collaborator begins with a simple question: "Can you help us understand your goals — both for your organization and related to anything we might do together?" If the question is not reciprocated, or if active listening is missing from the conversation when we share our goals, it's usually a good indicator that the organization is not a good partner for us.

Continue reading »

Weekend Link Roundup (May 13-14, 2017)

May 14, 2017

Youre-FiredOur weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Arts and Culture

Although President Trump has signed into law a $1.1 trillion appropriations bill, bringing to an end (for now) months of debate over his administration's controversial budget blueprint, the future of arts funding in America remains uncertain, write Benjamin Laude and Jarek Ervin in Jacobin. Critics who accuse the president of philistinism are missing the point, however. "For better or worse," they write, "the culture wars ended long ago. These days, with neoliberalism's acceleration, nearly every public institution is under assault — not just the NEA. If we want to stop the spread of the new, disturbing brand of culture — the outgrowth of an epoch in which everything is turned into one more plaything for the wealthy — we'll need a more expansive, more radical vision for art."

On the Mellon Foundation's Shared Experiences blog, the foundation's president, Earl Lewis, explains why the National Endowment for the Humanities is an irreplaceable institution in American life.

Data

In a post for the Packard Foundation's Organization Effectiveness portal, Lucy Bernholz, director of the Digital Civil Society Lab at the Stanford Center on Philanthropy and Civil Society, reflects on the process that led to the center's Digital Impact Toolkit, a public initiative focused on data governance for nonprofits and foundations.

According to The Economist, the most valuable commodity in the world is no longer oil; it's data. What's more, the dominance of cyberspace by the five most valuable listed firms in the world — Alphabet (Google's parent company), Amazon, Apple, Facebook and Microsoft — is changing the nature of competition while making the antitrust remedies of the past obsolete. "Rebooting antitrust for the information age will not be easy," the magazine's writers argue. "But if governments don't want a data economy dominated by a few giants, they will need to act soon."

Food Insecurity

According to Feeding America's latest Map the Meal Gap report, 42 million Americans were "food insecure" in 2015, the latest year for which complete data are available. That represents 13 percent of U.S. households — a significant decline from the 17 percent peak following the Great Recession in 2009. The bad news is that those 42 million food-insecure Americans need more money to put food on the table than they did before. Joseph Erbentraut reports for HuffPo.

Continue reading »

[Infographic] The Current and Future State of Nonprofit Philanthropy

May 13, 2017

No doubt about it, these are challenging times for nonprofits. Revenues for most organizations are flat, government support for the safety net has been singled out as something we can longer afford (or are no longer willing to pay for), competition for limited resources is increasing, and demand for services continues to grow.

This week's infographic, courtesy of the online Master of Public Administration program at the University of San Francisco, provides a snapshot of a sector poised between the certainties of the past and, well, an uncertain future. And as someone who has covered the sector for years, a couple of things jump out at me. The charitable-giving-as-a-percentage-of-GDP ratio — 2.1 percent — has been stuck right around there for years, despite the efforts of infrastructure groups, activists, academics, and celebrity philanthropists. Might it inch higher in the future, as millennials enter their peak giving years? It's possible, though there's little evidence to suggest that millennials will be more charitable than their parents and grandparents — and some to suggest that, as a group, their giving will be constrained by worrisome economic trends. The infographic includes an oddly specific intergenerational-transfer-of-wealth range — $22.2 trillion to $55.4 trillion — which suggests to me that there will be a wealth transfer of some kind over the next thirty years, but that no one really knows how much wealth will be passed on, how much of it will end up in university and foundation endowments, or how much will end up supporting the work of faith-based and human services organizations. And the number of charitable organizations in the U.S. cited below — 1.5 million — almost surely is overstated, creating a false impression of a sector that is larger and more robust than, in actuality, it is.

Elsewhere, the infographic underscores the still-significant impact of volunteers and volunteering in American society and hints at the rapid growth of online giving. But don't take my word for it. Have a look and then join us in the comments section below for a conversation about what the infographic gets right, what it gets wrong, and what you would change or add if you could.

Continue reading »

Weekend Link Roundup (May 6-7, 2017)

May 07, 2017

Macron-victory-celebrationOur weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Corporate Philanthropy

Forbes contributor Robert Reiss profiles five organizations that are redefining corporate philanthropy. 

Environment

The restoration of the Chesapeake Bay, one of the most important estuaries in the United States, is showing signs of success. So why, asks journalist and Bay Journal columnist Tom Horton on the Yale Environment 360 site, is the Trump administration seeking to eliminate funding for those ongoing efforts?

Lots of people in the climate change community are not happy the New York Times hired longtime Wall Street Journal op-ed writer Brett Stephens as a columnist for its opinion pages. Vox's David Roberts explains.

Inequality

Could persistent disagreements over inequality and opportunity (e.g., "self-made" vs. "takers") be the result of cognitive bias? On the New York Times' Upshot blog, Sendhil Mullainathan, a professor of economics at Harvard, looks at how our tendency to remember and celebrate the challenges we faced, not the advantages we've had, colors our perceptions of those who are less fortunate — and how we might use that bias to create better public policy.

Continue reading »

Most Popular PhilanTopic Posts (April 2017)

May 03, 2017

For those in the Northeast, April was rainy, cool, and dreary. Here on the blog, though, things were hopping, with lots of new readers and contributors. The sun is back out, but before you head outside, check out the posts PhilanTopic readers especially liked over the last thirty days.

What have you read/watched/heard lately that got your attention, made you think, or charged you up? Feel free to share with our readers in the comments section below. Or drop us a line at mfn@foundationcenter.org.

[Book Review] Just Change: How to Collaborate for Lasting Impact

May 02, 2017

How can the social sector create lasting impact? By changing the way it thinks about and approaches social change, writes Tynesia Boyea-Robinson in Just Change: How to Collaborate for Lasting Impact. Drawing on her experience in both the private and social sectors, Boyea-Robinson shares lessons she's learned and strategies she's found to be effective for changing how we think about and create change, how our organizations work, and how we collaborate.  

Book_just_change_3dIt's an approach well worth considering; as chief impact officer at Living Cities, a partnership of foundations, financial institutions, nonprofit organizations, and the federal government that's committed to improving the vitality of cities and urban neighborhoods, Boyea-Robinson is tasked with ensuring that the organization's investments lead to measurable impact. She also has witnessed, both in her own family and in her previous work at Year Up National Capital Region, the barriers that many poor urban children come up against, leading her to acknowledge that the challenge of creating change, let alone lasting change, is daunting.

Something like closing opportunity gaps, for example, is a complex problem, one that involves interconnected relationships unique to each situation, as opposed to a merely complicated problem, the solution to which involves many difficult steps but can be mastered and replicated. And yet, she writes, we can create lasting impact, even around complex problems, if we work together and focus on a problem's underlying cause instead of its symptoms, continually improve our efforts through ongoing feedback, use data to define the impact we are looking to achieve, and align our programs, policies, and funding streams with clearly articulated goals. 

Boyea-Robinson is careful to note that meaningful social change rarely is driven by a single individual, organization, or sector. And while forging cross-sectoral partnerships is just one of the six ways, as she puts it, to "change how you create change" (the others are focusing on bright spots, changing systems through individuals, defining success in terms of people not neighborhoods, engaging the community, and supporting racial equity), it really constitutes the core message of the book. By definition, participation in a cross-sectoral collaboration creates the possibility of achieving something bigger than any one individual, organization, or sector could achieve alone. At the same time, collaborations, if they are to succeed, require solid relationships and a high level of trust, not to mention partners who are willing to commit to a collective goal that transcends their own individual objectives or reputation.

Continue reading »

Weekend Link Roundup (April 29-30, 2017)

April 30, 2017

World_peace_in_our_handsOur weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Children and Youth

In a post on the Colorado Trust site, Kristin Jones, the trust's assistant director of communications, details three of the structural factors that, according to the latest data from the Annie E. Casey Foundation's KIDS COUNT initiative,  are holding back children in the state, with real consequences for their health.

Communications/Marketing

As if there isn't already enough in the world to disagree about, design shop Elevation has created a gallery showcasing its favorite 75 nonprofit logos. Let the games begin!

Environment

Barry Gold, director of the Environment program at the Walton Family Foundation, explains why fishing reforms recently enacted in Indonesia and the U.S. Gulf Coast region point the way to a more sustainable fishing industry in the twenty-first century.

Foundation Center has launched a new Web portal, FundingTheOcean.org, designed to help funders and activists track, inform, and inspire ocean conservation. 

The UN Foundation's Justine Sullivan shares seven reasons why the U.S. would be foolish to pull out of the Paris Climate Agreement.

Food Insecurity

On the Civil Eats site, Mark Winne talks to Andy Fisher, author of the new book, Big Hunger: The Unholy Alliance Between Corporate America and Anti-Hunger Groups, about poverty, the "business" of hunger, and Fisher's vision for a new anti-hunger movement.

Continue reading »

[Infographic] The State of Donor Retention 2017

April 29, 2017

The folks at nonprofit management and fundraising software company Bloomerang recently surveyed 775 nonprofit organizations (mostly) in the U.S. and Canada "to see where they stand on the issue of donor retention" — and are sharing some of the key findings in a nice little infographic on their website (and below):

Infographic_state-of-donor-retention-in-2017

No real surprises here. The vast majority (99 percent) of the surveyed respondents have heard the term "donor retention" (up from 98 percent in 2014, the last time Bloomerang conducted the survey), while two-thirds (67 percent) track their donor retention rate (up from 55 percent in 2014). Maybe more interesting are the reasons nonprofits give for NOT tracking donor retention:

  • don't have the tools (20 percent)
  • don't know how (16 percent)
  • aren't sure what they would do differently if they knew their rate (14 percent)
  • no one has ever asked to see it (13 percent)
  • don't care about the metric (1 percent)
  • "other”

What about your organization? Is donor retention something you and your colleagues think about and track? And if not, why not? Share your thoughts in the comments section below.

To learn more about the importance of donor retention and why it's a critical metric for your nonprofit, check out our Sustainable Nonprofit archive, where you'll find any number of articles on the topic — and lots of material on other topics of interest!

Nonprofits, Partisan Politics, and Tax Policy

April 27, 2017

Tax_cutsCalls for tax reform by the White House, Congress, and others have led to proposals that would have a direct and profound impact on nonprofit organizations and philanthropy. Of those proposals, one from the House Republicans calls for eliminating the tax deduction for charitable donations, one floated by the White House would eliminate an incentive for charitable bequests, and another from a coalition of nonprofit organizations would expand the deduction to more taxpayers. The three proposals couldn't be more different.

But while charities and donors are scrambling to preserve (or expand) their tax advantages, there are other worrisome proposals floating around. Most significantly, President Trump and the Republican leadership on Capitol Hill want to change the tax code to allow charities to engage in partisan electoral activity — while, at the other extreme, some want to disallow tax deductions for support of nonprofit advocacy and policy work.

Certainly, one can understand why most tax-exempt organizations would fight to protect the tax incentives for charitable contributions that support their work, but such efforts raise questions about whether charities and donors are worried more about their own self-interest than the public good.

Nonprofits' efforts to preserve and extend the charitable deduction would be less suspect were the organizations fighting for those policies as engaged in the debates over other government tax, budget, and policy initiatives — debates that profoundly threaten many of the causes and constituencies they exist to serve. When nonprofit and foundation leaders are missing from such debates, it becomes easier to impugn their motives for trying to preserve their own tax advantages. Protecting the charitable deduction is not an adequate surrogate for broader action.

Against this backdrop, the president's pledge to "totally destroy" the so-called Johnson Amendment prohibition on charities' involvement in partisan electoral campaigns needs to be addressed (as do other administration proposals).

Continue reading »

Millennial vs. Boomer Strategies: Time to Move On?

April 17, 2017

Millennial-v-boomerIf you've ever talked to or heard from a consultant about how your organization can and should reach younger donors, I'd almost guarantee you were told something like, "Wait till they turn seventy-five," or, "Your young donors are fifty-five."

But is that right? Should you only focus your fundraising efforts on Silents and boomers? And is a millennial-focused strategy so bad?

Let's take a closer look.

No doubt about it, a millennial-focused fundraising strategy can be a challenge. (That's not an insult; it's supported by data.)

Then why would an organization even consider such a strategy? Typically, millennial-focused strategies are driven by two factors:

Media-driven generational comparisons. The media love to compare millennials and younger cohorts to their elders, especially boomers. But guess what? That's not a new storyline. The Silent Generation was compared to their parents, the so-called Greatest Generation; boomers were compared to their parents, the Silents; and Gen X-ers were compared to boomers. How long will it be before millennials are compared to the so-called centennials? The important thing for nonprofit organizations is to figure out ways to reach the rising generation as earlier generations move through and out of their peak giving years.

Board-driven pressure. Board members — older ones, especially — are beginning to notice that many of the prospective donors they see at fundraising events, industry meetings, and organizational activities don’t necessarily look like them. It's to be expected that older donors will continue to provide a significant amount of your organization's revenue for the foreseeable future. But Silent and boomer board members know they aren't getting any younger and, combined with all the media coverage of millennials, they are becoming increasingly interested in persuading leadership to shift some of their fundraising focus to younger generations.

Now, if you are an organizational leader, there isn't much you can do to control, or even shape, the media's obsession with generational comparisons. But you certainly can do something in response to pressure from your board — and I'm not talking about issuing a statement like, "We have lots of younger donors age fifty-five and over."

Continue reading »

Weekend Link Roundup (April 15-16, 2017)

April 16, 2017

Glitter-eggs_2Our weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Advocacy

Our colleagues over at GrantCraft have put together an excellent suite of resources that captures the wisdom of philanthropic leaders who have participated in multi-party advocacy collaboratives. Check it out.

And Salsa Labs, a maker of integrated software for nonprofits, has released a a Nonprofit Advocacy Action kit that includes, among other thing, best practices and customizable advocacy templates. (Registration required.)

Climate Change

There's no denying that philanthropy is as industry that loves jargon — or that the use of jargon often undermines the effectiveness of our messaging and communications. With that in mind, Achieng' Otieno, a communications officer in the Rockefeller Foundation's Nairobi office, shares some tips about how to communicate the concept of "resilience" to non-experts.

Health

Here on Philantopic, the Robert Wood Johnson's Foundation John Lumpkin has some suggestions about what we can do to improve care for patients with complex needs.

Higher Education

On the Inside Philanthropy site, Mike Scutari examines the implications of a new Marts & Lundy report which finds that mega-gifts for higher education are rising while alumni giving overall is falling.

Continue reading »

Groundwork for Good Fortune: The Real Power of Strategic Planning

April 14, 2017

Strategic-Planning2It's the phone call every nonprofit leader dreams of. "I'd like to give you a very large sum of money." At first I thought it might be a scam, but when I realized the caller was the real deal — a philanthropist who cared deeply about education — a new question came to mind: How would we spend that much money?

Fortunately, we had just concluded a twelve-month strategic planning process, had a board-vetted plan for growth ready to go, and were able to submit that plan to the donor with only minor revisions. Several weeks later, we received our first-ever seven-figure gift.

To quote the Roman philosopher Seneca, "Luck is what happens when preparation meets opportunity." Nonprofit organizations often treat strategic planning as a luxury, opting to focus on more pressing, day-to-day matters. And because, as time-management guru Steven Covey has framed it, strategic planning is entirely Quadrant II (important but not urgent), its inherent value is easily overlooked.

The concept of deliberate strategic planning goes back at least as far as the late 1960s, which is when John Argenti published his landmark Corporate Planning and when companies began engaging in SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis. The nonprofit sector embraced strategic planning in the 1980s and 90s, as the number of registered 501(c)(3)s began to explode, "charities" became more professionalized, and the competition for grant dollars increased. In 1993, Patrick J. Burkhart and Suzanne Reuss published Successful Strategic Planning: A Guide for Nonprofit Agencies and Organizations, one of the first books to help nonprofits with their long-range planning.

Still, apart from the occasional discussion at a staff meeting or board retreat, organized strategic planning often takes a backseat to the day-to-day work of running an organization. Yes, schools use strategic planning to shape and guide their capital campaigns, but for nonprofits that don't mount major fundraising campaigns, setting aside time for strategic planning can be seen as more burden than blessing.

At Oliver Scholars, the time and effort that went into strategic planning paid off handsomely when we were asked by our angel donor for a well-thought-out growth plan. Is your nonprofit prepared? The following ten tips can help your organization get the most out of its next strategic planning process:

Continue reading »

Contributors

Quote of the Week

  • "My favorite Civil War era monuments are the 13th, 14th, and 15th amendments...."

    — David Tenenhaus, professor of history and law, University of Nevada Las Vegas

Subscribe to Philantopic

Contributors

Guest Contributors

  • Laura Cronin
  • Derrick Feldmann
  • Thaler Pekar
  • Kathryn Pyle
  • Nick Scott
  • Allison Shirk

Tweets from @PNDBLOG

Follow us »

Other Blogs

Tags