Want new donors? Check out the importance of diversity-related data.


The term “culture of philanthropy” is boring. Instead, let us focus on creating a culture shift by incorporating Diversity, Equity & Inclusion (DEI) data in our conversations with donors.

The “culture of philanthropy” has been around for over a decade, repeated in case statements, campaign materials and in conversations with internal and external constituents. I haven’t had any donor ask me what that meant as it still seems a fancy word to me.

Culture shifts happen when strong leaders influence every nook and corner of an institution with a common purpose. This purpose resonates with every constituent regardless of race, ethnicity, age, sexual orientation, gender identity and other identities that make us unique but part of a whole. DEI-data is critical here.

However, we ignore DEI data and go back to the same old prospect pools, the “wells” as we call them, reaching out to the same constituents again and again.

Retention is good but over-retention wont bring anything new to the fold.

Do we have meaningful insight on DEI data regarding our constituents? How many of our boards have had the same members for over half a century? How many times have we scrambled to check boxes when a grantor asks for the diversity of our board?

The practice of adding namesake women and minorities to boards for the sake of diversity numbers is nothing new to the nonprofit world.

However, the times have changed and in an excellent data guide, the Association of Professional Researchers for Advancement (APRA) talks about the purposes of Diversity, Equity & Inclusion (DEI) data, how it needs to be collected, used and stored. The APRA Ethics and Compliance Committee Diversity, Equity and Inclusion (DEI) Data Guide is a very useful resource that can help us look at donor pools with a different lens.

DEI data can help us diversify our boards, build better donor affinity groups, understand cultural nuances, tailor new types of volunteer engagements and, as the guide says “help further policies of non-discrimination.”

Any collection of DEI data should ask the question “Why” and it must have a business reason. Transparency is key as we design questions, responses are voluntary, and we must include a way to obtain informed consent.

DEI data can provide insights to frontline fundraisers on building relationships with new donor pools, asking them culturally competent questions, and getting to know people in a more meaningful way. This process will also help us reduce our biases, both conscious and unconscious.

While DEI-related data can give us a wealth of information, the APRA data guide teaches us how to use it ethically, for what kinds of purposes and how it needs to be stored.

This is critically important as we live in a world full of data breaches. However, DEI data, if used well can engage and strengthen our relationships with new donor pools.

At the end of the day, we all seek inclusion and belonging. What better way than to harness DEI data to include new constituents we had never thought about?

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A Fresh Look at Fundraising


generosity networkSo…how much did you ask? How did the visit go? This is a common question that fundraisers are asked after they meet prospects.

In a new book, “The generosity network: New transformational tools for successful fundraising,” authors Jennifer McCrea and Jeffrey Walker take a fresh look at fundraising. The authors show that “creating a sense of meaning and personal fulfillment is at the heart of great fundraising.”

They oppose fundraising as a transaction-based relationship where the fundraiser meets the donor solely to secure a financial gift. The book argues that “fundraising is a vehicle for transformation- personal, organizational, social, even global.”

Narrating her early experience as a fundraiser in New York, Jennifer says every ask that she made focusing solely on securing a financial gift yielded a negative response.  She soon realized that fundraising was not just about the numbers. Instead, it is a “shared commitment as two people sit down and have a deep conversation about their lives.” Giving is emotional, personal, makes people happy and is social.

The authors oppose fact-based appeals used commonly in fundraising. They argue that  fundraisers should focus on why people want “meaning in their lives” and  not dwell on data-driven case statements. “Another slide show won’t work and the most important aspect of fundraising is to create human connections.”

They are also against canned elevator pitches, a tactic  commonly used by non-profits. Instead, they encourage non-profits to focus on authentic storytelling. “Do not inundate your audiences with data, instead tell them stories.”

The book urges non-profits to stop selling ideas to people and encourages them to  give donors “opportunities to connect with causes.” It offers several nuggets, including one where the authors ask fundraisers to consider donors as their peers, irrespective of their social or financial standing. Treat them as peers and move from the “salesmanship model to enabling people to contribute to a dream.”

Authentic storytelling gets reinforced throughout the book and it has abundant tips on how to make the ask. At the heart of every ask is a “powerful story of the self, the power of us and now.” A good read.