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Part 2 The Three Deep Desires That Drive Philanthropy — Transcript

by Susan Axelrod · 5,189 words · 772 segments · language en · Watch on YouTube

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  1. 0:02How can charitable organizations build a
  2. 0:05sustained culture of philanthropy?
  3. 0:08Jim Langley, president of Langley
  4. 0:10Innovation, says, "Speak with your
  5. 0:12donors and listen to what they have to
  6. 0:15share." In this video series, Jim shares
  7. 0:18decades of expertise and his commitment
  8. 0:21to helping institutions develop the most
  9. 0:24effective strategies to build broader
  10. 0:26and more lasting communities of support.
  11. 0:30If you're a fundraiser, tune in now.
  12. 0:33Every video with Jim is a master class.
  13. 0:40Hello, I'm Susan Axelrod. Welcome to
  14. 0:44part two of this threepart video series,
  15. 0:49The Three Deep Desires That Drive
  16. 0:52Philanthropy. If you're just joining
  17. 0:54this series now, I invite you to go back
  18. 0:56and listen to part one in which you'll
  19. 0:59receive context and learn about the
  20. 1:01first of the three deep desires that
  21. 1:03drive philanthropy to believe in
  22. 1:06something. For this video series, I'm
  23. 1:09interviewing Jim Langley, president of
  24. 1:12Langley Innovations, a philanthropic
  25. 1:15consultancy that believes in deep
  26. 1:18listening. Recently, I did a casual
  27. 1:21interformational interview with Jim
  28. 1:23after I saw him quoted in the New York
  29. 1:25Times about Jeffrey Epstein and
  30. 1:27charitable giving. I'll share the link
  31. 1:29to that discussion in the show notes. In
  32. 1:32that discussion, I heard Jim speak out
  33. 1:35an organic thesis from his decades of
  34. 1:37work in the philanthropic sector. I
  35. 1:40invited him to participate in this
  36. 1:42three-part series to go deeper on it,
  37. 1:45and I'm glad he said yes.
  38. 1:49Hello, Jim. Welcome back.
  39. 1:51>> Hello, Susan. I'm glad you asked. Thank
  40. 1:53you so much.
  41. 1:56>> Well, if there's one thing I've learned,
  42. 1:58you can ask.
  43. 2:00>> That's right.
  44. 2:00>> It's a good lesson. You'd be surprised
  45. 2:03who responds, right?
  46. 2:05>> Exactly. Exactly. So why don't we have
  47. 2:08you start with um taking a minute or two
  48. 2:11here to just recap a few of the main
  49. 2:13points that we talked about the overall
  50. 2:16construct of of the framework of the
  51. 2:19three deep desires that drive
  52. 2:21philanthropy and a little bit about the
  53. 2:23first one belief.
  54. 2:25>> Sure. After decades of fundraising and
  55. 2:29uh fundraising leadership and in the
  56. 2:32process trying to do a lot of research
  57. 2:34as to why people gave, I started to see
  58. 2:38a crystallization of what I had learned.
  59. 2:40And I knew that crystallization was
  60. 2:42important if I were to convey that
  61. 2:44information in a helpful way to
  62. 2:46nonprofit leaders and to fundraisers.
  63. 2:48You can't go on and on. You can't pour
  64. 2:50piles of research on people's head and
  65. 2:52say, "Figured it out." So as I started
  66. 2:54to think about it, I realized there were
  67. 2:56three deep donor desires, not just
  68. 2:59transactional interest, but deep donor
  69. 3:01desires that I saw at work in some
  70. 3:04combination over and over again. And
  71. 3:07they were to believe, to belong, and to
  72. 3:11better, to believe in something greater
  73. 3:12than ourselves, to belong with kindred
  74. 3:15spirits and work on something joyously
  75. 3:18toward goals, shared goals. that that
  76. 3:21provided great satisfaction and
  77. 3:23ultimately the test of both was are we
  78. 3:26making something better. So in the last
  79. 3:28episode we focused on the believing
  80. 3:30portion and I look forward now to
  81. 3:33developing the belonging portion of that
  82. 3:36and I think through the whole series and
  83. 3:38related materials to provide people
  84. 3:41listening with some practical tools
  85. 3:44about how do you go about building a
  86. 3:46stronger community of shared purpose
  87. 3:49from which philanthropy will more
  88. 3:52naturally joyously and plentifully flow.
  89. 3:56Beautiful.
  90. 3:59There is one thing I want to say that we
  91. 4:02discussed in the framework of the
  92. 4:05industry a little bit and how things in
  93. 4:08the industry of fundraising and
  94. 4:10philanthropy have changed. we uh started
  95. 4:15coming into data analytics, you know,
  96. 4:18metric measures and uh use of uh online
  97. 4:24applications.
  98. 4:26And in some ways, Jim, you and I
  99. 4:29certainly remember the days before, you
  100. 4:32know, where we did hard letters, then we
  101. 4:34were like, "Hey, go to email." Right.
  102. 4:36And now we're coming back into write a
  103. 4:39letter. Right.
  104. 4:42Exactly. So all those things that we did
  105. 4:44in the name of efficiency now created
  106. 4:48something that is valued more than
  107. 4:50efficiency and that is the personal
  108. 4:52touch, the personal outreach, the
  109. 4:54personal caring in the form of a
  110. 4:56handwritten note as old as language
  111. 4:59itself.
  112. 5:00>> Yeah. And actually that really does
  113. 5:02bring us right to the next uh idea of
  114. 5:07the three desires that really drive
  115. 5:10philanthropy and that is to belong. And
  116. 5:15I've heard you say, Jim, that one of the
  117. 5:17things uh is that this is a desire that
  118. 5:21we in the institutional setting
  119. 5:23sometimes forget and also kind of you
  120. 5:28have real uh research to show that. So
  121. 5:31why don't you share a bit about why this
  122. 5:34desire is so important and how we
  123. 5:36sometimes in the institutional world
  124. 5:39forget about this one in particular?
  125. 5:42>> It's incredibly important, Susan. And
  126. 5:43there's all kinds of evidence, not just
  127. 5:45the research and I've done and the
  128. 5:47experience I have, but I can cite other
  129. 5:49sources and will in just a minute. So,
  130. 5:52what we've learned by listening to
  131. 5:54donors is they want to be more than a
  132. 5:57donor. They don't like being treated in
  133. 5:59a one-dimensional way. Oh, you're a
  134. 6:01donor to be thanked to receive a report.
  135. 6:04That there was something deeper that
  136. 6:06they were looking for in their giving
  137. 6:07and that was to not only believe in an
  138. 6:09organization but belong to it. Well,
  139. 6:11what does that mean? It means to to be a
  140. 6:14part of an organization in such a way
  141. 6:15where you feel as if you matter and the
  142. 6:18powers that be recognize how much you
  143. 6:20matter. But more importantly like the
  144. 6:23church, like the synagogue, like like
  145. 6:25other kinds of metaphors is what you
  146. 6:28really want to do is to be in community
  147. 6:31in congregation with kindred spirits.
  148. 6:34And we didn't understand the power of
  149. 6:37that. that donors like being around
  150. 6:40other donors and donors like being
  151. 6:41around doers within the organization and
  152. 6:44people who deliver on mission they like
  153. 6:47to be a part of it. So just sending a
  154. 6:50check or a credit card payment you know
  155. 6:52over the transom or through virtual
  156. 6:54means was leaving a deeper desire unmet
  157. 6:58unrequited and to our peril we've
  158. 7:01ignored that for too long and that's I
  159. 7:04believe one of the major reasons and the
  160. 7:06evidence will show why we're seeing
  161. 7:08donor attrition. Why does somebody give
  162. 7:11once and then we turn around and lose
  163. 7:13four out of five? Because we didn't
  164. 7:16respond to that desire. Now, the
  165. 7:18evidence is abundant above and beyond
  166. 7:20what I've been able to gather. Actually,
  167. 7:22years ago, Penelopey Burke, who's done
  168. 7:25mood of donor surveys for decades and
  169. 7:27decades,
  170. 7:27>> donor focused fundraising,
  171. 7:30>> who I've learned a lot from, said, "Be
  172. 7:32careful about the size of the donor you
  173. 7:34community you grow." because you may not
  174. 7:37be able to attend to all the donors as
  175. 7:39you try to drive up the volume of giving
  176. 7:42and you may miss the essential
  177. 7:44ingredient which is putting donors
  178. 7:46together with donors that they enjoy one
  179. 7:49another's company because they're shared
  180. 7:51values and shared purposes. So donors
  181. 7:54love hearing why other donors gave.
  182. 7:56Loyal donors like hearing the story of
  183. 7:58other loyal donors. Planned giving
  184. 8:00donors who are leaving estate love to
  185. 8:02hear for why other people are living
  186. 8:04estate leaving estates and and they like
  187. 8:06to be in conversation with them. Not
  188. 8:08only hear about it. So anytime we bring
  189. 8:10them together we make them feel as if
  190. 8:14they are in community with kindred
  191. 8:16spirits working toward common ends and
  192. 8:19they feed off of each other's purposes
  193. 8:21and each other's energy. So in denying
  194. 8:24that we've we've then left resources on
  195. 8:27the shelf or watched uh giving become
  196. 8:30much more transient than it should be.
  197. 8:32But then to flash forward as we come to
  198. 8:35better understand younger generations,
  199. 8:37those that are younger than baby
  200. 8:39boomers, we're hearing something very
  201. 8:41similar, but they might put it more
  202. 8:43bluntly. Well, don't come to me and and
  203. 8:46make giving a prerequisite of belonging.
  204. 8:49No, first give me something to do. let
  205. 8:52me work with interesting peers and
  206. 8:54together we will then formulate what we
  207. 8:57want to give to. In many cases, Susan,
  208. 8:59they're making it a stipulation.
  209. 9:02>> Bring me in, treat me like an adult,
  210. 9:05give me something to work on, if I start
  211. 9:08to believe in in the purposes of this
  212. 9:10organization, if you allow me to work
  213. 9:13with interesting peers, I will then
  214. 9:15consider giving. So, they're saying,
  215. 9:17you've put the cart before the horse.
  216. 9:20And we're seeing corroborations of that
  217. 9:22from other sources across the board.
  218. 9:24Powerful donors. One who which one of
  219. 9:27whom household word you would word you
  220. 9:30would all know his name looked me right
  221. 9:32in the eye and said if your CEO really
  222. 9:35wants my support he'll come up here New
  223. 9:37York City put me around the table with
  224. 9:40other CEOs that I can learn from and
  225. 9:42respect and tell us the God's honest
  226. 9:44truth about how we can help get him to a
  227. 9:47better place. you'll earn my support.
  228. 9:50But you hear the stipulations, put me
  229. 9:52around the table with other people I can
  230. 9:55respect and support that I can learn
  231. 9:57from. This is one of the most powerful
  232. 9:58people in the field of finance wants to
  233. 10:01learn from other people. I've heard this
  234. 10:03uh from alumni Susan in organizing
  235. 10:06activities around the world. Why would
  236. 10:09you want to be a part of it? What will
  237. 10:10bring you here? And from research we've
  238. 10:12done. We want to continue to learn, they
  239. 10:14say, and we want to interact with
  240. 10:17interesting peers. So, you see what what
  241. 10:20they're actually expressing, which I'm
  242. 10:22crystallizing, is belonging. Belonging
  243. 10:24to an organization, belonging to
  244. 10:25purpose. But you can't belong to
  245. 10:27something if you're by yourself. You can
  246. 10:30only belong to something if you're in
  247. 10:32human company. And you won't feel as if
  248. 10:35you belong if you're just looking at
  249. 10:37each other. You got to be working on
  250. 10:39something together. You got to be trying
  251. 10:41to help each other or help lend your
  252. 10:44collective talent to achieve a shared
  253. 10:47goal. So if I could give you other just
  254. 10:50a couple of other quick examples about
  255. 10:51the power of belonging to in Canada last
  256. 10:54year 2025 a study was done and I found
  257. 10:57it so moving because they the authors of
  258. 11:00the study were trying to understand why
  259. 11:02so many people have stopped giving. Same
  260. 11:04is true in Canada as is in the United
  261. 11:07States. In the US, we've lost a third of
  262. 11:10giving households in in a 30-year period
  263. 11:13of time. When I started my career,
  264. 11:15Susan, 75% of Americans were giving
  265. 11:18every year to at least one purpose. It's
  266. 11:20now down to about 45%. So, you see,
  267. 11:25giving to institutions has shrunk
  268. 11:27considerably, dramatically, and it's
  269. 11:28it's worrisome because it also speaks to
  270. 11:31the health of democracy. The more we are
  271. 11:34willing to help each other in intangible
  272. 11:37ways, the more democracy itself works.
  273. 11:40The more we pull back and just protect
  274. 11:43ourselves, the more imperiled we the
  275. 11:46people
  276. 11:47as a powerful unifying concept is. So
  277. 11:50the this Canadian study said the reason
  278. 11:54people are falling away is isolation.
  279. 11:58>> Yeah.
  280. 11:59>> They don't belong. They're not in
  281. 12:02community. They may have isolated
  282. 12:04themselves in the virtual world or they
  283. 12:06may have fallen through the cracks as
  284. 12:08community has eroded as as you know
  285. 12:11there are fewer opportunities for
  286. 12:13neighbor to help neighbor in any
  287. 12:15concrete tangible way. People have
  288. 12:18fallen away into a virtual world into
  289. 12:20greater isolation and it's isolation
  290. 12:22itself that is counter philanthropic. So
  291. 12:26if we want to renew the philanthropic
  292. 12:28spirit then we must renew commitment to
  293. 12:33community and to helping each other.
  294. 12:35That's what belonging is. A second quick
  295. 12:38anecdote and maybe you or some of your
  296. 12:41listeners can help me in this but I
  297. 12:43retain something from my youth that I
  298. 12:46didn't fully appreciate and I can't find
  299. 12:48where it comes from but the story goes
  300. 12:49something like this. was a famous
  301. 12:51philosopher, maybe a French philosopher
  302. 12:54who like all philosophers spent most of
  303. 12:56his life looking for the meaning of life
  304. 12:58study and he wrote very elegant
  305. 13:00treatises on life and values and spent
  306. 13:04entire life but still felt as if he was
  307. 13:06missing something and then at some point
  308. 13:09in his life in his later years he
  309. 13:11happens upon an urgency an emergency
  310. 13:14where I believe a dam or a dyke has
  311. 13:16broken and he's called to to help with
  312. 13:20people of all backgrounds, of all
  313. 13:23beliefs. All of a sudden, they're thrown
  314. 13:25together in trying to salvage a dyke or
  315. 13:29levy. And so sandbags are being compiled
  316. 13:31and and people are working fervently.
  317. 13:33And those sandbags are being delivered.
  318. 13:36People are stacking them up. They're
  319. 13:37being passed from hand to hand. And this
  320. 13:39great philosopher having spent all his
  321. 13:41life studying the meaning of life then
  322. 13:43said there it was given to me not in a
  323. 13:48classroom not through reading but
  324. 13:51realizing how vitalizing it was how
  325. 13:56enjoyable it was to be mixed with all
  326. 13:59sorts of people to be working in a in a
  327. 14:02common way toward a common end. In this
  328. 14:05case, it was self. It was survival, but
  329. 14:08ultimately out of survival comes safety.
  330. 14:10So, they're rushing to repair this levy
  331. 14:13or dyke or whatever it was that broke.
  332. 14:16And he says, "Never did I better
  333. 14:19understand the meaning of life than at
  334. 14:22that desperate moment."
  335. 14:26>> Oh my gosh. Um, wow.
  336. 14:29>> When I belong to my fellow human beings.
  337. 14:32Has anybody Susan have you ever have you
  338. 14:34been in a concert where everybody's
  339. 14:36singing or a sports event and you don't
  340. 14:38you forget who voted for who? You're all
  341. 14:40pulling toward the same end or you're
  342. 14:42all singing or in my case recently
  343. 14:44having gone to a a a dance and people of
  344. 14:48all backgrounds and all ethnicities and
  345. 14:51all social strata are dancing together
  346. 14:55happily and nobody's asking what do you
  347. 14:58believe in? Who did you vote for? What
  348. 15:00is your earning power? We are together
  349. 15:04as one and it's just so sweet and so
  350. 15:07beautiful.
  351. 15:08>> So beautiful. I just want to bring up
  352. 15:10the uh graphic of this construct to show
  353. 15:15the belong uh desire has a flock of
  354. 15:19birds in it.
  355. 15:21It has a flock of birds flying together
  356. 15:26and um you know the example of people,
  357. 15:31humanity being thrown together to
  358. 15:34salvage a levy, a dyke that holds the
  359. 15:38water back and everybody's all in. This
  360. 15:42really truly speaks to uh one of the
  361. 15:46things that we talked about in part one
  362. 15:48of this series which is opportunity.
  363. 15:52>> Yes.
  364. 15:52>> Some of the things that you described
  365. 15:55you even said the actual words people
  366. 15:58want to be I wrote it down uh in
  367. 16:02community in congregation with kindred
  368. 16:05spirits. Well, another thing that we
  369. 16:07know that's happening is organized
  370. 16:09religion is um
  371. 16:13not falling apart, but there's not as
  372. 16:16many people, especially younger
  373. 16:18generations and even older generations
  374. 16:20are leaving
  375. 16:21>> organized religion. Yeah. And listening
  376. 16:24to you here, it comes up for me quite
  377. 16:29explicitly
  378. 16:31that that is a opportunity for nonprofit
  379. 16:36institutions to capture those people who
  380. 16:41formerly were in a formal organized
  381. 16:45structure of congregation and that you
  382. 16:48can actually uh capture them and offer
  383. 16:52them community And that brings up the
  384. 16:54question uh for the development officer,
  385. 16:57the fundraiser, the nonprofit CEO. We
  386. 17:00talked in our last uh video about the
  387. 17:03leaders. Uh what does it actually look
  388. 17:06like to build belonging inside an
  389. 17:09organization? You clearly articulated
  390. 17:13how um needed it is and uh the
  391. 17:17opportunity is ripe. What does this look
  392. 17:20like? Uh Susan, you made so many good
  393. 17:22points in in a few sentences that you
  394. 17:26know as attraction to faith es and it
  395. 17:30is. And what does that tell us? That
  396. 17:32those purposes that once were widely
  397. 17:35shared are not so widely shared. And so
  398. 17:37people start to look elsewhere, but they
  399. 17:40still have this desire to believe and
  400. 17:42belong. If nonprofits will only capture
  401. 17:45that and and give them the value systems
  402. 17:48and show them how values can be
  403. 17:51transferred by giving to and through an
  404. 17:54organization and how you can belong to a
  405. 17:57nonprofit as you belong to a
  406. 17:59congregation or a church or a synagogue
  407. 18:01in the same way you come together
  408. 18:03inspired by a common set of beliefs and
  409. 18:07provide support each for each other
  410. 18:09through thick and thin. Right? So what
  411. 18:11what organizations have to do at a very
  412. 18:14elementary level above and be beyond
  413. 18:16what we talked about in the survey in
  414. 18:18the last segment is actually start to
  415. 18:21find more ways to put donors together
  416. 18:24physically and virtually in town halls
  417. 18:27or focus groups or some sort of mediated
  418. 18:29discussion to talk about what we have in
  419. 18:32common. So for instance Susan um just
  420. 18:35take you know arts organizations are are
  421. 18:37are struggling for support. Yeah.
  422. 18:40>> And and you go, "All right, so maybe
  423. 18:43what you could do is tap into community.
  424. 18:44I'm working with one of those arts
  425. 18:46organizations and you say, you know
  426. 18:48what's interesting about music?" And
  427. 18:50this was learned by the uh I believe the
  428. 18:52San Francisco Symphony Orchestra more
  429. 18:54than a decade ago. The the reason that
  430. 18:57people go to when you ask when you try
  431. 18:59to understand why do people go to a
  432. 19:01symphony and nobody go gives to a
  433. 19:03symphony if they don't go to one, right?
  434. 19:04Nobody wakes up one morning and says,
  435. 19:06"I'm going to give the symphony I've
  436. 19:07never been to or never heard." Why do
  437. 19:10people What's the greatest motivation?
  438. 19:12Having played an instrument as a child.
  439. 19:16>> Oh,
  440. 19:17>> it's a shared It's a shared experience.
  441. 19:20So, if you even toodled on a flute or
  442. 19:22strummed a banjo or tried your hand at a
  443. 19:25guitar or what or, you know, screeched
  444. 19:26on a violin, you got some appreciation
  445. 19:29for what it takes to make those
  446. 19:31beautiful sounds come out of there. It
  447. 19:32isn't easy, right? and you then admire
  448. 19:36the person who does that so beautifully.
  449. 19:38But you see, you're bringing in a body
  450. 19:41of experience. So if I'm coaching an
  451. 19:44arts organization, what you got to do is
  452. 19:47before the performance or after the
  453. 19:49performance, go out with a circulating
  454. 19:51microphone and say, "Tell us about your
  455. 19:54first musical experience. Tell us about
  456. 19:57your goosebump moments in music. Tell us
  457. 20:00about your epiphany in music. Tell us if
  458. 20:03you had to preserve one memory musical
  459. 20:06memory that will be forever with you or
  460. 20:09one lyric that you can't get out of your
  461. 20:12head. What you see all of a sudden you
  462. 20:15take this one way of being we perform
  463. 20:18you applaud and you start to create
  464. 20:20community.
  465. 20:21>> I hope that makes sense to everyone.
  466. 20:23Break the veil pierce the veil and start
  467. 20:27saying why are you here? What was your
  468. 20:30experience in this field? Why do you
  469. 20:31care about art? Why do you care about
  470. 20:33science? What when in your childhood did
  471. 20:36you then realize science or math or
  472. 20:40what? It doesn't matter. Susan, you see
  473. 20:43then you stitch together individual
  474. 20:46experience into the fabric of
  475. 20:49congregation, community, whatever it is
  476. 20:52that we brings us together. Gosh, if we
  477. 20:55were sitting in a classroom setting with
  478. 20:58a dozen representatives from a dozen
  479. 21:00different nonprofits, I would go around
  480. 21:03the room to every single mission
  481. 21:05represented and say, "How can you apply
  482. 21:09uh this tactic?" Because what you
  483. 21:11described is my personal uh when I teach
  484. 21:14I I'm people know like I'm walking I'm
  485. 21:18looking at people I'm asking them
  486. 21:20personal questions to engage in whatever
  487. 21:23it is that I'm doing or speaking about.
  488. 21:26Uh and I was just thinking, you know,
  489. 21:29why recently this really happened. Why
  490. 21:32did I go to the food center um to pick
  491. 21:35up boxes for a food drive and see two
  492. 21:39dozen volunteers scurrying around
  493. 21:42packing the bags for the driveth through
  494. 21:46section where people in need of food can
  495. 21:49drive through and the answer might be
  496. 21:51there but for the grace of God go I or
  497. 21:54that was me you know or I grew up that
  498. 21:59way you know or I want to show my
  499. 22:02children. You know how much we have all
  500. 22:05the things. So,
  501. 22:06>> yes,
  502. 22:07>> that would be really fun to do in a
  503. 22:09classroom. I love houses.
  504. 22:12>> Get donors talking to each other and get
  505. 22:14a moderator listening to what it is
  506. 22:17about this field that drew you to it,
  507. 22:20>> right?
  508. 22:21>> And then feed that feed that what what
  509. 22:24you came looking for sustenance. Feed
  510. 22:27them that. Why do volunteers give 10
  511. 22:29times more over their lifetime than
  512. 22:30passive donors?
  513. 22:34They're in community. They're seeing
  514. 22:37work. But guess what? They're
  515. 22:39shouldertosh shoulder with people
  516. 22:41working toward common cause. And it is
  517. 22:43an incredibly powerful bond. And your
  518. 22:46values get reinforced. Just like you
  519. 22:48said, there but for the grace of God I
  520. 22:50could be me. But then when you see
  521. 22:52somebody with the same gleam in their
  522. 22:53eye, with the same thought, you feel
  523. 22:55less alone. you feel this is oh this is
  524. 22:58so rewarding to be here
  525. 23:01>> I want to come back
  526. 23:03>> it's so good again using myself as an
  527. 23:05example I co-founded a a global movement
  528. 23:09for Jewish girls because I'm a Jewish
  529. 23:11mother I have Jewish daughters and the
  530. 23:14um the person who runs the organization
  531. 23:17now we have shared values even though we
  532. 23:19don't agree on everything Jim but we
  533. 23:21have shared values about that course and
  534. 23:24then um and then my husband usband did
  535. 23:27pass away. And then um basically she
  536. 23:30gave me an opportunity to make a
  537. 23:32beautiful legacy tribute to my husband
  538. 23:35by naming a book, writing a whole page
  539. 23:38on him. And it cost it was the biggest
  540. 23:40gift I've ever made,
  541. 23:42>> which I never imagined I would make. And
  542. 23:46um but when I'm there, I'm in community.
  543. 23:48That's real for me. And we could come up
  544. 23:50with a ton of examples. Um so let's um
  545. 23:58there is an aspect we talked about last
  546. 24:01time and that is um there really is so
  547. 24:06much goodness like you said to me I'm
  548. 24:08I'm thinking about all these things that
  549. 24:09you said but this is not designed to be
  550. 24:11a deep dive it's designed to be a a a
  551. 24:14survey an overview of this construct so
  552. 24:18I I guess I'll say um how do We we're
  553. 24:22speaking to fundraisers, development
  554. 24:25officers, nonprofit leaders, board
  555. 24:29members, people like you said also what
  556. 24:32I teach, everybody's a fundraiser in an
  557. 24:35organization, right? Uh so program
  558. 24:38people who work and um some of them are
  559. 24:42still relying on these old methods of
  560. 24:45leadership of metrics rather and some of
  561. 24:49this work is long Jim some of this work
  562. 24:53uh takes time uh that we see over time
  563. 24:58to use myself I should say I was
  564. 25:01involved with this organization for more
  565. 25:02than a decade more than a decade before
  566. 25:06I made that big gift for me.
  567. 25:09>> Right. And I think that is a part of it.
  568. 25:12I love the idea of getting them talking
  569. 25:15then feed it.
  570. 25:16>> I want to just talk a little bit about
  571. 25:18the keeping donors in your space. We
  572. 25:21call it loyalty
  573. 25:23and that belonging and how leadership
  574. 25:26does kind of need to value that.
  575. 25:29>> Do you know what I'm saying? Leadership
  576. 25:31needs to value time.
  577. 25:34>> It does. I think what ails philanthropy
  578. 25:36and therefore is being echoed in
  579. 25:39fundraising and the ever greater
  580. 25:41struggles in fundraising is the
  581. 25:44disagregation of communities. We broke
  582. 25:46it down in parts. We took something for
  583. 25:48granted and then we focused, you know,
  584. 25:50on the harvesting of support. We focused
  585. 25:52on the mechanics. We focused on all
  586. 25:54these technical aspects, right? And we
  587. 25:57started to miss community itself. We we
  588. 25:59we got so much into the trees that we
  589. 26:03lost the forest. the trees of raising
  590. 26:05more money this year, the next year of,
  591. 26:08you know, these these short-term
  592. 26:09metrical goals. We missed what is this
  593. 26:12whole thing about, right? And so, how do
  594. 26:15you reorient every part of it? As you
  595. 26:18say, let's all step back and get out of
  596. 26:22this technical execution, which at some
  597. 26:24point is important, but it's a little
  598. 26:27bit like rowing madly in a boat, but
  599. 26:30going in the wrong direction, right? So,
  600. 26:32we just keep working harder, but we're
  601. 26:34not getting closer to the shore that we
  602. 26:36wish to be, right? Where we wish to be.
  603. 26:38So, we just work harder and harder.
  604. 26:40Where are we going? And and what will it
  605. 26:43take to get there? And then we'll start
  606. 26:45to see that we must start to rebuild
  607. 26:47community and foster a sense of
  608. 26:49belonging and and then say that has to
  609. 26:51be done relationship by relationship. In
  610. 26:53many cases, surveys will help,
  611. 26:55conversations will help. But but there
  612. 26:58it lies. What what what is the bond in
  613. 27:00every enduring relationship must be
  614. 27:03better understood. And what makes any
  615. 27:06relationship vital is listening,
  616. 27:09responding, and committing to something
  617. 27:11together. Even when we disagree, even
  618. 27:13when we're not the exact same people, we
  619. 27:15come together and say, "But but there is
  620. 27:17something in this union that is so
  621. 27:20valuable.
  622. 27:22Let's resolve to work together for a
  623. 27:24long period of time. Right? This is and
  624. 27:26and relationships then become the
  625. 27:28framework for neighborhoods and
  626. 27:30communities and society itself. You have
  627. 27:32to take it back to this organic level.
  628. 27:35So I think we've we've lost sight of so
  629. 27:38many important issues Susan which you
  630. 27:39touched on before but let's remember
  631. 27:42while neither of us disparage metrics or
  632. 27:45goals or any of those things that or
  633. 27:48technology neither one of us do. But in
  634. 27:51this new world of technology and more
  635. 27:53disciplined fundraising, we have seen
  636. 27:56higher rates of donor attrition than
  637. 27:58ever before. Uh the greater loss of
  638. 28:01donors and growing donor
  639. 28:02dissatisfaction. So what was all that
  640. 28:06about? You lost sight of the core
  641. 28:09objective. We the people
  642. 28:13determined to build more perfect
  643. 28:15communities as we see them that respond
  644. 28:18to what we think is important. There is
  645. 28:21no fundraising strategy. There is no
  646. 28:24wizard in fundraising. There is no
  647. 28:25charismatic fundraiser. There is no
  648. 28:28amount of money that you can pour into
  649. 28:30this if you don't understand. The
  650. 28:32building block is the relationship
  651. 28:35itself. And one person to feel complete
  652. 28:39likes to be in union with at least one
  653. 28:42other person and to use their collective
  654. 28:45talents to be something greater than
  655. 28:48themselves. That's what partnerships are
  656. 28:50about. That's what community is about.
  657. 28:52And that's what nonprofits have to be
  658. 28:54about.
  659. 28:56>> I mean, my gosh, it's almost like a um
  660. 28:59universal prayer to which I want to say
  661. 29:01amen.
  662. 29:03>> It is a prayer. It it really it really
  663. 29:06truly is. Um the bottom line that I'm
  664. 29:09hearing from you is uh belonging is a
  665. 29:13fundamental human need.
  666. 29:15>> Yes.
  667. 29:16>> And we only have to look at ourselves to
  668. 29:21feel how we feel ourselves.
  669. 29:24Yeah. And
  670. 29:26>> so what happened where we lost that
  671. 29:28Susan where we started to think people
  672. 29:30were different from us that something
  673. 29:33that we knew and gleaned from our own
  674. 29:36interpersonal relationships somehow
  675. 29:39didn't apply to fundraising. So good
  676. 29:41institutional relationships are nothing
  677. 29:44more than good human relationships at
  678. 29:46large. And all of us who have been in
  679. 29:48any kind of enduring successful
  680. 29:50relationship have something to
  681. 29:52contribute to that.
  682. 29:55But it's about shared purposes.
  683. 29:57>> Yeah, absolutely. This is such a
  684. 30:01beautiful
  685. 30:02um part of this threepart construct of
  686. 30:07three deep desires. It's not three deep
  687. 30:13tools. It's not three deep graphics, you
  688. 30:17know. It's not like it's like desires.
  689. 30:21And that's where I want to leave it here
  690. 30:23today is uh especially well with all of
  691. 30:26them really um the deep desire of
  692. 30:30belonging is as simple as a nonprofit
  693. 30:34leader who might have heard this. It
  694. 30:37might have been shared with them by one
  695. 30:38of their team members or you know their
  696. 30:41brother who knows what they do and what
  697. 30:42they're struggling with to ask herself
  698. 30:45or himself or themselves you know how do
  699. 30:49we create belonging
  700. 30:52with our donors? It's reciprocal. It's
  701. 30:55shared. How do we do this? Is it
  702. 30:59possible? Open with curiosity and
  703. 31:02imagine the possibility that it could be
  704. 31:05possible if you seek it out. Right.
  705. 31:09>> Amen.
  706. 31:10>> Yeah. Amen. Exactly. Well, Jim, thanks
  707. 31:13again for your time. Let's just quickly
  708. 31:16remind people of the survey instrument
  709. 31:18that you have uh the donor satisfaction
  710. 31:22survey and just put it in the context of
  711. 31:25how these questions can help uh an
  712. 31:28organization kind of sus out this
  713. 31:30feeling of belonging.
  714. 31:32>> Well, Susan was instrumental in putting
  715. 31:34this survey together and it's a
  716. 31:36wonderful tool. It's a simple survey.
  717. 31:39You can either administer it
  718. 31:40interpersonally as in an interview which
  719. 31:42would be ideal but you could issue it as
  720. 31:44a donor satisfaction survey. It's only
  721. 31:48has a few questions and it gets right to
  722. 31:49the heart of the matter. How strongly do
  723. 31:52you believe in this organization? Its
  724. 31:54leadership etc. On a scale of 1 to 5, 1
  725. 31:56to 10, whatever you want to do. How
  726. 31:58strongly do you feel as if you belong?
  727. 32:00You matter on a scale of 1 to 5 to 1 to
  728. 32:0210. How strongly do you believe that by
  729. 32:05giving to and through the organization
  730. 32:07you're making the world better, the
  731. 32:09community better, or whatever the cause
  732. 32:10is? So, this simple survey is easy to
  733. 32:13take. It's complimentary. Donor goes,
  734. 32:15"Oh my goodness, they care enough to
  735. 32:17check in with me uh and and see how
  736. 32:20strongly I believe belong and feel as if
  737. 32:22we're making better making something
  738. 32:24better." It's complimentary. It makes
  739. 32:26them feel as if they belong just by the
  740. 32:28administering of the survey. And then
  741. 32:30from it, you will yield results. the
  742. 32:33difference between you where you hope
  743. 32:35donors are in believe belong and better
  744. 32:37and where they actually are. You'll
  745. 32:39create a baseline and from that baseline
  746. 32:42you will be able to measure progress
  747. 32:44going forward. Strengthening belief
  748. 32:46stren strengthening belonging
  749. 32:48strengthening that sense of bettering
  750. 32:50and as you do this elusive community of
  751. 32:54shared purpose this culture of
  752. 32:55philanthropy you will see start to take
  753. 32:57shape. It's long work. It's valuable
  754. 33:00work. It's important work, but at least
  755. 33:02it starts to turn us from this ever
  756. 33:05depleting cycle of losing support of
  757. 33:08donor turnover to a growth mode. Believe
  758. 33:11belong better. And Susan's created this
  759. 33:14instrument which will allow us to create
  760. 33:16a baseline from which we can measure
  761. 33:18performance going forward.
  762. 33:21>> Beautiful. So, we'll bring it to a close
  763. 33:24here, but I invite people to come back
  764. 33:27for part three of this video series in
  765. 33:31which we're going to talk about uh
  766. 33:34better to better something. People want
  767. 33:38to be a part of bettering something. And
  768. 33:41boy, if we haven't talked about
  769. 33:42opportunity to better, I don't know what
  770. 33:44we've done here today, Jim.
  771. 33:47>> That's right.
  772. 33:48>> Thanks again and I'll see you next time.

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