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Similaire à 230223 Bloomerang Webinar.pdf(20)


230223 Bloomerang Webinar.pdf

  1. Reimagining Success in Nonprofit Work: How Systems Change can Drive Vision Forward. Bloomerang February 23, 2023
  2. Who Am I? What do I do? @GladiatorConsu1 @RDSiebert @comm_centric
  3. Our grounding assumptions How are we approaching this conversation?H ● Everyone benefits when we work towards equity + systems change ● Our donors deserve our honesty + vulnerability ● Our stakeholders and our community are worthy of respect and power
  4. Quick Vocabulary Lesson What is a Racial Equity Lens anyway? A racial equity lens is the set of questions we ask ourselves throughout the decision-making process. The lens interrupts the impact of unintended consequences by taking into consideration the lived experiences and perspectives of the racially diverse communities we intend to serve. What is Anti-Racism? Anti-Racism is the practice of actively identifying and opposing racism. The goal of anti-racism is to actively change policies, behaviors, and beliefs that perpetuate racist ideas and actions.
  5. Current Topics + Trends in the Sector ● Race, Equity, + Systems ● Community-Centric Fundraising Movement ● Evolving Tech Platforms + Pooled Giving ● Donor Advised Funds ● Trust-Based + Participatory Grantmaking ● “Activist” Donors + Gift Restrictions ● Philanthrocapitalism + Cryptocurrency ● Household resilience + wealth building ● Generational shifts in demographics
  6. Where’s the data? And, what does it tell us?
  7. Report: Affluent Americans Expand Generosity ● Donor: $1M network/$200k annual household income Why they give: ● Belief in Mission ● Belief that they can make a difference ● Commitment to give back to community ● I was asked ● Spontaneous/Crisis Giving ● Support social justice ● To receive a tax benefit Why they don’t give: ● No Connection to the Org ● Not asked directly ● Plan to give in bequests ● Timing ● Doubt ● Process Difficult
  8. Report: Affluent Americans Expand Generosity Household wealth has been extremely resilient in adverse economic conditions (8.8%/22M ppl are “millionaires”) Significant majority are male, married and 60+ Women will inherit 70% of wealth transfer Millenials have greatly increased their wealth during the pandemic.
  9. Philanthropy Always Sounds Like Someone Else There are at least 1.3M HNW BIPOC households in the US HNW BIPOC donors report being disregarded by traditional nonprofit structures and racialized assumptions about wealth HNW BIPOC donors are younger + give more frequently and give more of their wealth than any other racial/ethnic donor group HNW BIPOC donors do not rely on traditional avenues for wealth management + indigenous donors are weary of “philanthropy”
  10. Philanthropy Always Sounds Like Someone Else What are HNW BIPOC donors looking for: ● Transformative Wealth is bigger than money ● Not to be considered a monolith ● Connection to your organization + their peers ● Awareness: Wealth is not generational + all donors report experiencing bias, racial prejudice and racism. ● Community Progress > Individual Wins ● Results + Impact; Low tolerance for inefficiency, dishonesty and waste ● Representation across your organization
  11. So, how do we engage with HNW individuals? ● Discovery + Non-Ask Meetings ● Vulnerable + Authentic Conversation ● Dialogue bigger than “getting the gift” ● Only 5% self-describe as numbers oriented - what are the stories we tell? ● Reimagine your donor data
  12. Just Remember Building relationships with donors of color may require new tools and different practices. Trust may take longer to earn. Values Alignment + Authenticity are critical. Learn about cultures of giving across BIPOC identities. These donors are highly networked, but not in philanthropic communities
  13. More Smaller Dollar Donations
  14. Donor Retention…… REALLY
  15. A few tools + practices to consider along the Donor Lifecycle
  16. Some questions to consider in Identification ● Whom does this partnership and/or relationship benefit? ● Does this partnership/relationship differentially impact racial and ethnic groups? ● What action can be take to minimize or eliminate racial disparities? ● How does our institution work to de-legitimize + deconstruct structures of white power and privilege? ● Do our donors reflect the community we seek to serve? Does our board? Our staff? ● How do we use data? What stories do we tell?
  17. Cultivation: Try the Magic Wand Question Schedule the Non-$Ask Meeting “If you could bring about a change in the world as you define it, what would that change be, and how does your philanthropy help you get there?” The old rule: “we don’t talk about hard subjects” The new approach: some HNWI want to talk about “real issues” like social justice, life stages. As a trusted philanthropy partner, they may well discuss with you.
  18. Solicitation It’s okay to ask “How do you like to be asked?” Who is the best person to make the ask? It might not be you. If you don’t know the answer, it’s not time to ask Respect Anonimity
  19. Stewardship: Ethical Creatives 1. Promote dignity for your subject, speaker, and audience. 2. Do not take power from the less powerful 3. “Do no harm” is not enough. We need to do active good. 4. Do not create for community. Create with the community you seek to serve.
  20. Stewardship: Actionable Communications 1. Don’t cast yourself in the leading role! 2. Give local voices and communities ownership in the communication of your projects. 3. Be creative! 4. Ask yourself control questions. 5. Think about why you are telling a story.
  21. Gratitude + Recognition Invest in micro-moments for donor gratitude: ● Handwritten notes ● Phone calls ● Anniversary cards ● Social media shout-outs ● Office tours (virtual or in-person) ● Unique mission centered gifts ● Behind The Scenes Postcards
  22. Questions? (Hopes, dreams, feelings of despair?)
  23. Stay in Touch! @rdsiebert LinkedIn: Rachel D’Souza-Siebert @GladiatorConsu1 @RDSiebert @comm_centric