04/27 thought leadership webinar slides

1. DEI DONOR BEST PRACTICES
Introduction to Assertive Ask® DEI Donor Connection
Presenter: Kristal Frazier
Keynote Speaker and Multi-Million Dollar Fundraiser

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3. Share in the Comments…
How has creating/sharing your
DEI statement impacted your
organization?

4. Greetings
Kristal has coached & trained thousands across North
America, Europe, and Africa to collectively raise $200 million
from funders and individual donors over the past decade.

5. My Mission
To help your organization fund, sustain, and grow.

6. What You Can Expect From Me
Strategies, advice, and solutions for your fundraising and
marketing issues.

7. Agenda
Defining DEI
Why DEI?
DEI Nonprofit Stats
DEI - The Candidates
Presenting your DEI Statement
Incorporating DEI in The Ask

8. Defining DEI: Diversity, Equity and Inclusion
Resource:
Bloomerang - DEI Policy Template & Definitions
https://bloomerang.co/template/diversity-inclusion-and-equity-policy-template/

9. WHY DEI?

10. Why DEI?
I am a Federal Grant Reviewer and Foundation Peer Reviewer
for several entities. I review 5-40 grant applications per cycle.

11. Why DEI?
Over the past two years, with an increased focus on DEI
importance and initiatives, the criteria has changed for grant
reviewers.

12. Why DEI?
As a grant reviewer, we typically look at the budget and
narrative first, and that is still happening.
However, funding sources are now instructing grant reviewers
to look at diversity within the applicant organization.
There are three specific areas of concentration.

13. 1. Diversity of Board of Directors

14. 2. Program Inclusion

15. 3. DEI Statement

16. DEI NONPROFIT STATS

17. Give.org
Donor Trust Special Report
https://www.give.org/docs/default-source/donor-trust-library/2022-dei-dtr-report_final(web)-(1).pdf
DEI in the Nonprofit Sector
“Most people assume that a charity with a diverse, equitable, and inclusive board
and staff has positive effects on the organization.”

18. Give.org
Donor Trust Special Report
https://www.give.org/docs/default-source/donor-trust-library/2022-dei-dtr-report_final(web)-(1).pdf
DEI in the Nonprofit Sector
“When asked to consider the importance of representation in a charity’s board and
staff during their giving decision, 21.5% say representation of race and ethnicity is
highly important.”

19. How Does DEI Affect
Donor Perceptions and
Giving to Charities?
Give.org Donor Trust Special Report
https://www.give.org/docs/default-source/donor-trust-library/2022-dei-dtr-report_final(web)-(1).pdf

20. How Does DEI Affect
Donor Perceptions and
Giving to Charities?
Give.org Donor Trust Special Report
https://www.give.org/docs/default-source/donor-trust-library/2022-dei-dtr-report_final(web)-(1).pdf

21. DEI Representation –
Board/Advisory Committee

22. DEI Representation - Volunteers

23. DEI-
The Candidates

24. The Candidates
Funder Freddy
Common DEI Grant Application Questions
• “What experience enables your leadership to represent the population you serve?”
• “How will you identify and engage peers and allies that share your organization’s vision as well
as represent the communities you serve?”
• “How do the communities you serve directly inform the focus of what you propose to implement
in the coming year?
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Source: https://altum.com/the-importance-of-diversity-equity-and-inclusion-in-research-grant-making/

25. The Candidates
Volunteer Vicki
Volunteers care about your DEI initiatives because it's essential for them to feel like
they are part of what the organization stands for. There's an old phrase that says
volunteers make the best donors, and it's true - they are your champions and want to
see you succeed.
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26. The Candidates
Donor Dave
Your donors and prospects may have questions about your DEI initiatives. They may inquire
about the diversity on your board, diversity in your programs, and the inclusivity and
accessibility that your clients have with your programs. These are all potential questions
that donors may present to you.
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27. The Candidates
Employee Emily
Your employees may be interested in seeing a DEI statement from the organization they work for.
By putting your DEI statement on your website or sharing it in your marketing materials, you are
conveying your stance on inclusivity, equity, and diversity to your donors, funders, volunteers, and
employees.
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28. Share in the Comments…
How has creating/sharing your
DEI statement impacted your
organization?

29. PRESENTING YOUR
DEI STATEMENT

30. Donors and
funders are
looking for
three
elements in
your DEI
Statement:
Commentary
Commitment
Culture

31. Commentary
We are looking for the DEI statement on your website.
This represents your organization’s final thought on Diversity,
Equity, and Inclusion.

32. Commentary
The statement on your website represents the collective
thought of DEI from your board, staff and volunteers.

33. Commitment
DEI statements will usually include phrases such as: “we are committed to,” “we agree
to,” “we stand for," and “we represent,”.
The words that follow these statements are what matters.

34. COMMITMENT
ü Funders have just seconds to a few minutes for reviewing your website.
ü Make it easy to find your DEI statement.

35. CULTURE
Now, after looking at the commentary
and reviewing your commitment, we
review the culture of your organization.

36. Culture
What is organizational
culture? Your people,
programs, and
initiatives.

37. DEI in The Ask
We’ve discussed a fundraising script in
earlier webinars. I only suggest
introducing the DEI topic in two
situations:
-If it is a new policy
-If it is requested

38. 20X5 DEI MATRIX

39. 39
Use the Donor
Connection Matrix
that you use for
donor messaging to
communicate your
DEI initiatives.
This prevents donor
and funder fatigue.

40. 20% CALL TO ACTION
The “Call to Action” is sharing your DEI statement and
policy. This step is about awareness.
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41. 20% UPCOMING EVENTS
Mention your DEI statement in communications
promoting upcoming events.
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42. 20% STORIES/TESTIMONIALS
Highlight your DEI initiatives by letting your supporters
know via testimonials and volunteer feedback.
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43. 20% SUCCESS/CAMPAIGN RESULTS
If your organization has taken strides to have a more
diverse and inclusive workplace, share the news!
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44. 20% DONOR/PARTNER APPRECIATION
If you’ve partnered with organizations with similar DEI
initiatives, highlight the partnership in your
communications.
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46. ANY QUESTIONS?

47. Thank you!
Kristal Frazier
FundJoy LLC
Keynote Speaker
Assertive Ask® Creator
Multi-Million Dollar Fundraiser
kristalfrazier.com
speak@kristalfrazier.com
LinkedIn: /kristalfrazier