Nonprofit Books That Make Great Holiday Gifts

We have a tradition in our family for the day after Thanksgiving. Everyone is prepared with their list of books, CDs and DVDs they want for Christmas and we go to Amazon.com as a group and I get to do a good deal of my Christmas shopping all at once. I keep a notebook with notes on books I would like or I think will be a good gift and it has clippings I’ve saved during the year with books I’d like to have. Sometimes we just have an author or artist and we check to see if there is something new. Some things don’t make it to the order because I think they are too expensive or an individual’s budget has been met. All in all it is fun and a great way to get your shopping done.

This year I decided to blog about books you might want to give your nonprofit friends or put on your wishlist for the holidays. I’ve included books that I have read and blogged about and I asked my Nonprofit network on LinkedIn and Twitter what they recommend. The LinkedIn groups I asked are Web 2.0 for Nonprofit Organizations and The Chronicle of Philanthropy. So each book on this list comes with a recommendation from a member of the nonprofit community:


Made to Stick by Chip and Dan Heath was recommended on LinkedIn by Bronwen Dearlove, and on Twitter by @MemberClicks. The book’s website says this book seeks to answer the questions: Why do some ideas thrive while others die? And how do we improve the chances of worthy ideas?

Tom Luege recommended Yes We Did! An inside look at how social media built the Obama brand by Rahaf Harfoush. Tom says this book “gives an excellent overview over how the Obama campaign used social media to mobilize people to donate time and money."
Read Tom’s review of Yes We Did


Sticking with technology, John Dukovich recommends Managing Technology to Meet Your Mission: A Strategic Guide for Nonprofit Leaders edited by Holly Ross, Katrin Verclas, and Alison Levine. He says “These days, it's all about choosing the technologies that complement and advance your organization, and effectively managing them once they are in place.”

Philanthropy
EllenSmith-Israelson said the new Charles Bronfman book, The Art of Giving: Where the Soul Meets a Business Plan provides good insight into the strategies and motives of a major philanthropist. I also discussed this book in my post:
A Conversation about Foundation Giving, Individual Giving, Motivation and What Should Be Done


Another book in the Philanthropy category” that I have read and blogged about is Grassroots Philanthropy: Field Notes of a Maverick Grantmaker
by Bill Somerville. This slim, thought provoking volume is a quick read.
My review of Grassroots Philanthropy


Fundraising
There are lots of books about fundraising but these two should top any list:
No list of books would be complete without Ask Without Fear!: A Simple Guide to Connecting Donors With What Matters to Them Most
by Marc A. Pitman. The reviews on Amazon say it all.

Esther Alix and Brad Stith recommended Fundraising When Money Is Tight by Mal Warwick. Their comments: “It's a good reminder of fundamentals.” “A must read for these times.”

And for Board Members:
June Bradham said that many organizations are giving copies of her book to their boards and staff for holiday presents. You can read more about What Nonprofit Boards Want. Nine Little Things that Matter Most. at June's website. This book also has great reviews at Amazon.com.

Nonprofit Strategy Revolution: Real-Time Strategic Planning in a Rapid-Response World by David LaPiana is great for a board beginning to think about what they’ll do for strategic planning. They may decide on a whole new and streamlined approach after they read this book.
My take on The Nonprofit Strategy Revolution


There has been a lot of buzz on Twitter about The Pollyanna Principles: Reinventing "Nonprofit Organizations" to Create the Future of Our World by Hildy Gottlieb. You can learn about this book and read a sizable excerpt at the website. (My five month old grandson has been sitting on my lap for a while and he really liked the cover of this book shown on the website.)

People Issues
With all the discussion about the impending retirement of Baby Boomers a new book from Fieldstone Alliance, Managing Executive Transitions: A Guide for NonprofitsBy Tim Wolfred may be the perfect gift for some people.

And on the flip side of managing executive transitions for someone interested in working in the community benefit sector, also from Fieldstone Alliance is The Nonprofit Career Guide: How to Land a Job That Makes a Difference by Shelly Cryer

I know this list in incomplete. Please add your own recommendations to the comments and let us know if you buy one of this books what you think. I’ve added an Amazon widget in the sidebar so that you can just click and go to Amazon to find out more about any of these titles or buy the book. If there are a bunch more recommendations maybe I'll make another post.

I’ll be placing my order on Friday. It will be my grandson’s first day after Thanksgiving Amazon ordering party. He really doesn’t need anything but that is completely irrelevant.

A Conversation about Foundation Giving, Individual Giving, Motivation and What Should Be Done

Wall Street has changed. Big business has changed. American consumer habits have changed. What about philanthropy – Has it changed? Has it changed anywhere near how it needs to change? This subject is beginning to get some needed attention. Two thought provoking articles published yesterday by Philanthropy thought leaders inspired this post. Here’s a summary and my thoughts on the subject.

The Wall Street Journal had a special Philanthropy section yesterday with the lead article entitled “What’s Wrong With Charitable Giving & How to Fix It” by Pablo Eisenberg, a senior fellow at the Georgetown Public Policy Institute. Pablo gets right to the point with this assessment: “Much of current philanthropic giving, by foundations and individuals, neither meets the needs of our charitable organizations nor addresses some of our most urgent public needs. Foundation practices today are too bureaucratic, inflexible and cautious, and too focused on short-term objectives.” Pablo goes on to say that the primary responsibility for maintaining the strength of the nonprofit community should rest with philanthropic institutions and individual donors not the government. He recommends nine changes that foundations should embrace.

1. Increase the Distribution Percentage –A change in payout ratio from 5% to 6% could increase nonprofit coffers by $10 Billion a year. (Wow!)
2. Increase General Operating Support (All Nonprofits will applaud this one)
3. Increase Multiyear funding – Pablo suggests 5, 10 and 20 years to allow for long term goals to be reached. Few give grants beyond two years.
4. Adopt Rolling grant Making – Simply done by delegating decision making to board committees between board meetings
5. Allocate More Funds to the Truly Needy – (I was astounded by the estimate that not more than 5% of foundation money is given to the truly needy)
6. Reach Out to Local Groups And Underserved Regions - large parts of the country are underserved by philanthropy.
7. Simplify Application and Reporting Procedures – Eliminate excessively detailed and time-consuming grant-application and reporting procedures and unnecessary data required by foundations (I hear Nonprofits applauding again)
8. Improve Public Accountability – Pablo notes that newspapers have been the real public’s watchdog and their demise and extensive streamlining has reduced this capability. He suggests that foundations fund conversions of today’s newspapers to nonprofit versions
9. Fund the Watchdogs - organizations that monitor and assess government policies, public agencies, nonprofits, business and other major institutions such as the National Committee for Responsive Philanthropy

Pablo concludes with: “If foundations do not change, the public will have every right to question whether American taxpayers are getting their money's worth.”
Read the whole article - What's Wrong With Charitable Giving—and How to Fix It


While Mr. Eisenberg discussed foundation giving, Sean Stannard-Stockton has been featuring articles this past week about why people give to charity on his popular blog, Tactical Philanthropy. There has been an explosion of comments left on this topic and yesterday’s article really dovetailed with this one. Sean drew on an blog post from 2008 when he built on Maslow’s hierarchy of needs and said that he believed that giving is motivated by humans’ deeply held need to find meaning in life. In last week’s guest post on this blog, Charles Bronfman suggested that we all should understand our own motivation for giving as a starting point.

Sean Stannard-Stockton's post "Why Do People Give to Charity"


The Art of Giving: Where the Soul Meets a Business Plan, by Charles Bronfman and Jeffrey Solomon is available at Amazon.com

These articles gave me a lot to think about. I have been proud that my husband and I have a giving strategy which takes into account our means and distributes our giving according to our priority interests. When I work with nonprofits on strategic planning I am always amazed when updating mission statements how much the mission of organizations can change over time. The updated mission provides the basis for a strategic plan. Likewise it may be time for my husband and I to take a philosophical look at our current giving and start by asking what motivates us. What does motivate us and should we be doing anything different? How about you? Is it time for a soul searching look at the whole issue?

Join the conversation - Leave your comments and share your opinions on this important issue.

Facing Changing Paradigms – A Nonprofit Accountant in the Catbird Seat

In the last year I have blogged twice about presentations given by Todd Polyniak of Sax Macy Fromm, an accounting firm in Clifton, NJ. Last night I attended their most recent program for nonprofits and this post provides the outlook for the future with Todd, a nonprofit accountant, in the catbird seat.
Sax Macy Fromm


In Todd’s last two talks he discussed dealing with tough economic times but last night he was discussing a new reality that nonprofits need to come to terms with – this isn’t some temporary economic crisis, there is a paradigm shift that has to be recognized and leaders need to be agents of change to be successful.

Todd likes to start out with historical highlights to put the landscape in perspective. He highlighted some of the changes we’ve had in the last 10 years bringing paradigm shifts including 9/11’s impact on the way we deal with security issues; Enron, Worldcomm etc. scandals bringing in Sarbannes Oxley legislation, (this is major paradigm shifting stuff to accountants), and the Columbia shuttle crash bringing new safety policies to NASA. Todd concludes that the economic crisis that we are still going through brings us to a paradigm shift for the nonprofit sector and that leaders need to take note and take action: Some changes he discusses:

Giving
Todd quoted the statistics from a recent Chronicle of Philanthropy article citing an expected 9% downturn in giving in 2009 in addition to the 5.7% reduced giving in 2008 from 2007 reported by Giving USA in June. The outlook for corporate and foundation giving does not look good through 2010.
Chronicle of Philanthropy
Foundation Center's Recent Report on Foundation Giving


So what is a nonprofit to do? Todd’s list of realistic, focused, right-on suggestions include:

-Focus on “warm prospects” rather than new donors. These include existing donors and those who have stopped giving
-Encourage monthly giving rather than once a year gifts
-Move away from events
-Hone your message to explain more clearly why you need the money
-Experiment with online giving (Hey, you can talk to me about this one)
-Put more effort into securing planned gifts
-Make personal thank yous by EDs and board members for even small gifts
-Refer to the tax provision -expiring this year allowing tax free gifts from IRAs up to $100,000 for those over 70½.

People
-Supporters from within: Nearly 30% of nonprofit leaders have taken pay cuts and reduced hours but as Ken Berger, CEO of Charity Navigator, says that people hope they won’t have to make draconian cuts.
-Supporters outside: Todd mentioned a study by the National Conference on Citizenship noting that 72% of Americans say they have cut back on volunteering and he also noted the loss of Board members sponsored by corporations.
Download the National Conference on Citizenship Report

Government
No accountant can talk for 45 minutes to nonprofits and not mention the new 990 and Todd did not disappoint. However, he also noted that many states, including New Jersey have passed laws which allow more access to their endowments to help them tide over during this bad economy.

Nonprofits
The 100,000 nonprofits will fail prediction by Paul Light has not materialized and less merging than expected has happened but small nonprofits are taking aggressive strategic steps to survive including unplugging some programs temporarily, sharing fundraising and marketing ideas, and combining back office operations.

Todd recommended President Obama’s seven step plan for dealing with a crisis:
1. Pull together the best people and make them work as a team
2. Insist on analytical rigor in evaluating the nature of the problem
3. Make sure dissenting voices are heard
4. Explore your range of options
5. Be willing to make a decision after you have reviewed the options
6. Insist on good execution and timely feedback
7. Remember the basics taking one step at a time
See the whole article in U.S News & World Report “In a Crisis, Obama Is Cool Under Pressure”


Todd concluded with some thoughts on leadership quoting Cory Booker, the dynamic mayor of Newark, as saying “My Mom used to say who you are speaks so loudly that I can’t hear what you say” and encouraged that being true to ourselves is an essential ingredient in leadership. He offered that the times call for transformational leaders and suggested that nonprofit leaders ask themselves these four questions as agents of change:
1. Am I results centered rather than comfort zone centered?
2. Am I internally directed behaving according to my own values and principles?
3. Am I other focused – putting the collective good first?
4. Am I externally open recognizing need for change?

Whew! That’s a lot to absorb. Todd got it all in and still got us home in time for the Yankee game! Do some of you call it the World Series? In the New York area we call it the Yankee game. Thanks Todd and congratulations Yankees! I couldn’t resist using the catbird seat theme as I thought of my favorite baseball broadcaster of all time, Red Barber and his Friday morning conversations with Bob Edwards last night.

Marion

What Motivates Donors? New Report Dispels Some Myths and Provides Detailed Data

There is a thorough new report from the Center on Philanthropy at Indiana University entitled “Understanding Donors Motivations.” The sample size in this study was 10000 donors and the data was analyzed by various factors including region of the country, age, marital status, income and education level.

The two hypothesis tested in the study were:

•Motivations for giving to charity vary by region
•Motivations for giving to charity vary by income

The results provide insight and dispel some myths about motivations for giving. The only factors that statistically indicated different motivations were income and education level. Any perceived regional differences were eliminated when adjusted for education and income levels. Underneath these macro findings is a lot of detail that may be helpful to you in shaping your message.
Download the full Understanding Donors Motivations Report


The findings include that on an overall basis the top motivations for giving are:
•Provide for basic needs
•Help Poor help themselves
•Make community better
•Make world better

When you look at motivation by income level there are some subtle but important differences:
•Higher income donors (income greater than $100,000) were significantly more likely to select “making community better” as an important motivation for giving compared to lower income donors (income less than $50,000).
•Lower income donors were significantly more likely than higher or middle-income donors to report “basic needs” and “poor help themselves” as a motivation for giving.

Of course the devil is in the details and this report has a lot of useful information including regional analysis. If you are right now trying to craft just the right words in your year end appeal and are segmenting your list to tweak the message for different constituencies this report is a must read.

Hiring a Foundation CEO - Fascinating Findings but Most Important Variable Is Missing

Last week the Chronicle of Philanthropy had a brief article about hiring practices and foundations that caught my eye. It whet my appetite and I read the two full reports that Ian Wilhelm, author, referenced in the article.

In the last few years there have been major reports about the impact of retiring baby boomers and the need for a huge number of new leaders in the nonprofit sector. I have written a few blog posts on this subject and I also help nonprofits who are hiring for an executive position. However, this is the first spate of reports that I have seen dealing directly with Foundation Hiring and Leadership. For many people who work for nonprofits, foundations seem like “the other side” with upscale offices, genteel hours and where the money is doled out rather than begged for. Many nonprofit leaders view working for a foundation as something they’d like to do someday.

These two studies provide hard data and facts that should be of interest to you if you are one of those people. And it really should be of interest for the rest of us -there are fascinating findings and both studies will provide an important baseline to assess the changing landscape in foundation leadership.

The first report commissioned by Philanthropy New York, “Benchmarking Diversity: A First Look at New York City Foundations and Nonprofits” provides excellent benchmarking data for philanthropy leadership in a major urban city. The study surveyed 95 foundations and 540 nonprofits but this article will address foundation staffing only.
Download the full Philanthropy New York Report


The survey found that 43% of all staff at foundations are people of color, but 84% of foundation CEOs and 83% of board members are white. Women fair much better at 63% of CEOs and 45% of board members.

Does having a diversity policy make a difference? Apparently so. Foundations with a diversity policy tended to be more diverse. The proportion of people of color on the boards of surveyed foundations appears to be a strong indicator of a foundation’s overall focus on racial and ethnic diversity. Surveyed foundations with at least 25% people of color on their boards are more likely to have diverse staffs, to have both staff and grantmaking diversity policies, to target populations of color through their grantmaking, and to collect demographic data from grantseekers.

The Council on Foundations just released its Career Pathways to Philanthropic Leadership 2009 Baseline Report, which describes how foundations choose their leaders and what those leaders say about the process. Based on the appointments of 440 CEOs from 2004 to 2008, this study provides insight into hiring practices, and professional backgrounds of foundation executives. Key highlights from this report are:
-80% of the 440 foundations appointing CEOs filled them from candidates outside the foundations.
-39% of the successful candidates held CEO positions in their immediate prior position.
-Nearly 20 percent were from racially and ethnically diverse backgrounds and 48% were women. (Consistent with Philanthropy NY report findings)

Having previous executive management experience seems to be the most desired characteristic that Foundations look for in their search for a leader. The most valued skills are financial management, leadership of organizations, and the management of change. To me it appears that the process and criteria are very traditional but it remains to be seen if the results produce traditional results.

Part of the purpose of the study was to determine what foundations should be doing about leadership development within their organizations. They also interviewed “field advisers” – Board members and Foundation executives, etc. – for recommendations. Unfortunately, this section of the report is pretty skimpy. But it does suggest that mentoring and leadership development programs for internal candidates are steps that foundation should consider.
Download the full Council on Foundations Report


As I said in the beginning – fascinating! It will be interesting to see the reports in 5 – 10 years. I personally think the Foundation landscape is going to change dramatically just like everything else in the world is changing. The types of people who are chosen to be CEOs will drive that change. Neither of these reports went beyond basic data to provide any real insight into that change.

Both reports provided extensive racial and gender based data. But neither one addressed age diversity. Personally, I think that will be the real key to change in Foundation Leadership. Is it getting younger? Neither of these reports addressed that. I would love to know. What are these new leaders bringing to the table based on their personal experience. It is far different than inside employees are bringing. What is it? How will that change the landscape?

Any thoughts please share them in the comments.

How Is the iParticipate - Volunteerism Feature Going?

I've been disappointed that my favorite shows early in the week were not participating in the Volunteerism "iParticipate" project to feature volunteerism. (See my last post.) Last night I was at the 15th anniversary event for the New Jersey Community Development Corporation and didn't get to see any TV - except the Yankees lose in the 9th inning with bases loaded and full count on the batter.

Did you see any of these shows? They all were supposed to feature volunteerism. What did you think? Let us know.

-Community
-Parks and Recreation (KaBoom building a playground?)
-Grey’s Anatomy (Blood Drive? - Not too imaginative for a hospital)
-The Office
-CSI: Crime Scene Investigation
-30 Rock (This had to be funny - What was it?)
-Private Practice

Can't wait to see your comments.

Best Nonprofit Taglines - Getting Attention Reveals Winners

Nancy Schwartz is a nonprofit marketing consultant who writes the popular blog (Getting Attention). Last year Nancy's survey found that 70% of nonprofits didn't use a tagline or rated theirs as poor. Nancy recently sponsored a contest to select the best nonprofit taglines. There were 1702 taglines submitted and 13 winners were selected each representing a different category. I am not a marketing expert but I was really struck by the winning taglines. I think Nancy accomplished what she set out to do with this contest. She inspired nonprofits to think about their branding and show how powerful a tagline can be. Even a small nonprofit can do this without any budget.

The winners come from large and small nonprofits and I am truly impressed with how mch punch and focus can be delivered in a few words. My favorites from smaller nonprofits include:

Montana Historical Society
Big Sky. Big Land. Big History.

Texas Nonprofits
Building community deep in the hearts of Texans

Earthjustice
Because the earth needs a good lawyer

Houston Food Bank
Filling pantries. Filling lives.

Homeboy Industries
Nothing Stops a Bullet Like a Job

Each of these taglines captures the mission of their organization with laser like focus and also touches the emotional draw of the mission. That's why they work so well. The contest is over but if your organization doesn't have a tagline - or it has one that just doesn't cut it, I suggest you sign up for Nancy's full report coming out in November with over 2500 tagline examples.

If you are gearing up for the holiday annual fundraising season, now is a good time to consider a tagline which communicates your brand and adds some jazz to your marketing. Today shorter communications are more effective and a tagline can really help get your message across quickly.

Thanks Nancy for making us think about this simple idea.