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Achieving Excellence in Fundraising


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      Among philanthropy's roles is promoting social justice and racial equity. Today, more philanthropic dollars are flowing from individuals, corporations, and foundations toward improving opportunities for people of color and other marginalized communities and changing structures that facilitate inequity. At the heart of these efforts is advocacy (a form of philanthropy) within the racial justice movement and an enhanced awareness of need stemming from the COVID‐19 pandemic that has likely changed philanthropy permanently (Classy 2020). A fundraising philosophy must take into account how one's actions, fundraising efforts, and the case for support relate to philanthropy's role in advancing equity and justice.

      Again, we look to our activities to demonstrate how fundraisers might incorporate equity and justice into their personal philosophy. Gene is a long‐standing volunteer with the Indiana Repertory Theatre (IRT). For him, one of the most satisfying aspects is the organization's effort to provide theater at nominal or no cost to students from across the state. By removing a significant barrier, many children from low‐income rural, suburban, and urban families see live, professional theater for the first time. The development of the theater's Inclusion Series, which focuses on issues of social justice and racial equity, has further helped Gene reflect on his responsibility for helping foster educational opportunities for underrepresented communities.

      Likewise for Sarah, being a part of the Girl Scout movement, among the first national youth‐serving organization to publicly declare a commitment to being an antiracist organization, challenges her to create a better future for all girls in her daughter's generation. Simultaneously, as a community leader committed to advancing equity through philanthropy, she is mindful of her own ongoing process of self‐reflection, learning, and discovery for what it means to lead with an equity lens.

      The Case for Support

      Fundraising rests on the case for support (Rosso 1991; see Chapter 13). Fundraising is never an end in itself: It must be based on the case for support. The privilege to ask is made legitimate by the mission, the goals of a nonprofit organization, and by the contribution the organization makes to the public good. Put another way, the organization has a right to ask because it fulfills a community need, not because the organization has a budget shortfall or “to keep the lights on.” The highest importance in fundraising is the ultimate beneficiary, that is, the client, student, family, or group whose life is changed for the better because of the organization's programs.

      Philanthropy is stimulated by a vision for the future that improves on the present. Organizations exist to fulfill that vision. A philosophy of fundraising must take into account that fundraising is based on this rationale; it is not an end in itself.

      Culture of Philanthropy

      A strong organizational “culture of philanthropy” exists when fostering philanthropy is everyone's responsibility from the board of directors to the CEO to program staff, and not the sole duty of fundraising staff (Gibson 2016; Joyaux 2015). Recognizing fundraising as a total organizational effort, planned and led by fundraising staff, can generate higher job satisfaction for fundraisers and improves fundraising outcomes (Axelrad 2015; Crumpton 2016; Whitchurch and Comer 2016).

      A culture of philanthropy also depends on a deeper tenet. Philanthropy (and fundraising) must be seen as a legitimate source of revenue for an organization as it fulfills societal roles of philanthropy. People within the organization may require coaching and resources to demystify fundraising and understand philanthropic giving before embracing a shared philanthropic responsibility. Acceptance of philanthropy as a legitimate source of support is the beginning of acceptance of one's role in fundraising, of engaging potential donors with the organization's case for support, its mission, goals, and objectives.

      In a culture of philanthropy, fundraisers develop plans that orchestrate involvement of board members, volunteers, the CEO, and other staff in the fundraising process. Most agree that involvement of the board is essential to fundraising success (see Chapter 20). As with fundraising success in general, assuring board acceptance of philanthropy and participation in fundraising is essential for the culture of philanthropy and subsequent engagement of other volunteers and staff members in fundraising.

      Integration

      Fundraising is an organizational process designed to engage donors and potential donors with the organization's case, mission, goals and objectives, and its vision for the future. Fundraisers design and orchestrate this process involving themselves and others in carrying out the work. A personal philosophy of fundraising informs approaches toward structuring fundraising itself, integrating it into organizational leadership and management decision‐making, and involving others in the process. Fundraising must be institutionalized; it must be integrated into the management structure of the organization. Otherwise, fundraising risks becoming disconnected from the mission and case for support. Otherwise, a culture of philanthropy cannot develop; otherwise fundraising becomes an end in itself.

      Gene has always insisted that as a fundraiser he be taken seriously. He has insisted that fundraisers be involved in decisions that impact the ability of the organization to attract philanthropy. And he has insisted that fundraisers be well informed professionals who take a professional stance on matters pertaining to fundraising in the management of the organization. These commitments began with principles of fundraising and philanthropy, but also with individual reflection about actions required of fundraisers themselves.

      Confidence in the Work

      Among most important components of a philosophy of fundraising is one's attitude toward fundraising. Rosso's (1991) call for fundraisers to “substitute pride for apology” remains as relevant today as 30 years ago. In other words, there is no need to be sorry about asking for money and inviting gifts. Instead, fundraising is proud and honorable work enabling positive change and opportunity in society. Those who do not believe in the values being promoted by the case for support, those who see fundraising as an end in itself risk seeing fundraising as begging. Those who do not believe that the beneficiaries are worthy of support risk mistaking fundraising for being about the money rather than the cause. Those who do not understand that giving and volunteering bring joy to donors and volunteers may see fundraising as diminishing others, as taking something away, as getting people to act against their better judgement.

      Ethical Grounding

      No philosophy of fundraising can be complete without attention to the ethics of fundraising and philanthropy (see Chapter 2). The “Code of Ethical Standards” of the Association of Fundraising Professionals