“Deep Human Connection”

Recently, at Duke University’s Commencement, technologist and philanthropist Melinda Gates stated to the assembled graduates:

“Technology is just a tool.  It’s a powerful tool, but it is just a tool.  Deep human connection is very different. It’s not a tool.  It’s not a means to an end.  It is the end – the purpose and the result of a meaningful life – and it will inspire the most amazing acts of love, generosity, and humanity.”

Dr. Gates went on to suggest to the graduates that they should view the use of technology throughout their lives as a means to make the world much smaller.  To create a global neighborhood of people who learn from, share with, understand and care for each other.

In our work as advancement professionals, it is easy to get caught up in the tools we use.  Maybe its producing the best app for our alumni, or building the most technologically-advanced website, or producing the most inspiring case statements.  And it’s not that these tasks are unimportant – it’s simply that they are just tools.  And if we get lost on perfecting our tools and lose focus on what the tool is supposed to help us achieve, we become far less effective.

Stephen Covey is quoted as saying, “the main thing is to keep the main thing the main thing.”  I would suggest that our “main thing” as advancement professionals is very similar to what Dr. Gates is talking about.  We are to create understandings, to educate, to care, to empathize, to involve, and to encourage.  In other words, we are called to create “deep human connection.”  That is our “main thing.” And that work, indeed, is very different from the tools we might use.

When we keep our focus on creating “deep human connection,” we become our most effective selves.  Because it is that connection – and not the tools – that truly will “inspire the most amazing acts of love, generosity, and humanity.”

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Why Donors Give: The Universal Truth

Here are a few cliches about why donors give:

  • “Donors don’t give to meet your institution’s needs, they give to meet their own needs.”
  • “Donors don’t give because you have needs, they give because you meet needs.”
  • “Donors don’t give to institutions, they give through institutions.”
  • “People give to people.”

These cliches have become cliches because they are quick, nice-sounding statements that are authenticated by our experiences.  Each contains a certain amount of truth.  They do, in fact, describe why some donors choose to support a particular institution or initiative.  However, the fact that the cliches also contradict one another suggests that none of them are universal truths.

When you pause on each of these sayings, though, one universal truth does emerge.  Whether a donor gives because they are meeting their own needs, gives because your institution is meeting needs, is giving through your institution, or, is giving to a person or people, the universal truth is that you must know them well to receive their gift.  Specifically, you must know:

  • their needs;
  • what needs you meet that are attractive to them;
  • what end result makes them want to give through you, or;
  • which people they trust enough to give to.

Cliches are helpful – they are like maps that quickly present pictures of the actual terrain.  But they aren’t the terrain, they simply represent the terrain.  The terrain, of course, is much more nuanced and, in some instances, doesn’t match up very well with what we believe the map shows.

When we do the work to get to know our donors, we move from the maps of the cliches to the truth of the terrain.   Sure, understand the maps, but understand they don’t equal the full and complete truth.  Only your donors can provide that.

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What’s Important To Know

Millions of dollars are spent each year on professional development.  People attend conferences, webinars, conventions, workshops, and buy books all in an attempt to become more knowledgeable and become more valuable employees.  Learning matters. The more we know, the more effective we become.  That’s easy enough to understand.

But if we can all agree that learning matters, what, then, should we be learning?  This question, actually, is the question.  There are three areas of knowledge that impact our effectiveness as professionals:

  1. Technical knowledge – or understanding the specifics of our work;
  2. Personal knowledge – or understanding our strengths and weaknesses as individuals;
  3. Interpersonal knowledge – or understanding how to effectively engage and involve others.

Think about our work as advancement professionals.  Overall, what type of knowledge has the biggest impact on our effectiveness?

Without hesitation, I would answer “interpersonal knowledge.”  Our work is all about engaging others.  Gaining a broader understanding of human behavior and motivations enhances our efficacy to do this work.  Learning from the fields psychology, sociology, education, history, social-psychology, consumer behavior, cultural studies, behavioral economics, etc.,  can provide us with the types of knowledge that make us better advancement professionals.  The more we understand other people, their drives, influences, deep-seated patterns of behavior, etc., the more effective we become.

But compare this to what we spend our time (and money) actually learning.  We go to conferences and workshops and attend all sorts of technical trainings.  We spend hours and hundreds of dollars learning how to use facebook to make our young alumni give more.  We listen to experts talk about how to make our phonathon scripts produce more “yeses.”  We buy books that claim to teach us “How to Write Fundraising Materials That Raise More Money”.

And yet, there are huge problems with focusing so much of our attention on gaining more technical knowledge.  First, it grows stale.  Technical knowledge becomes obsolete when MySpace users migrate to Facebook and then to Twitter.  Technical knowledge can also pigeon-hole us.  It can turn us into specialists when it could be more beneficial to be a generalist.  Understanding a formula for writing strong fundraising letters is a worthy technical skill for an annual fund officer to possess.  But that specialized skill doesn’t particularly help the annual fund officer grow into a skilled major gift officer later in her career.

Despite the drawbacks, though, there is always something new on the technical knowledge horizon to capture our attention and imagination.  Something promising.  Something shiny and exciting.  The next killer mobile app.  The next (false) hope of a computerized silver bullet which will increase our gift income simply by hitting “enter.”  And so, we buy it.  Our appetites for technical training appear voracious.

Conversely, learning more about interpersonal knowledge feels old-fashioned.  It is boring.  It is tired.  There are typically no new and exciting breakthroughs in these fields of knowledge.  When we learn more in the area of interpersonal knowledge we simply grow toward deeper understandings that change our effectiveness in nuanced ways over time.  There are no quick fixes that result from increasing your interpersonal knowledge.  It’s about becoming more wise – and that takes time and patience.  Just like advancement work.

P.S.:  Two interesting “interpersonal knowledge” books that I have recently finished and would encourage every advancement leader to read are “Punished By Rewards” by Alfie Kohn (Kohn will challenge everything you believe about performance metrics and employee evaluations) and “The Narcissism Epidemic” by Jean Twenge (She sheds light on an important sociological reality that is quietly impacting giving and volunteerism).

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The Slow Yes

Recently, I listened as a candidate for a director of development position at a major U.S. university answered a question about how he handles rejection.  His response was a winner:

“Yes, every development officer hears “no” from time to time and you have to have a plan for how to respond to a “no” response from a prospect.  However, in many instances, my experience is that “no” means “not right now” and I look at those answers as the first step toward a “slow yes.”

His point was two-fold:

  1. First, you must have a plan of action to respond to definite “no” responses from prospects.  My suggestion is that you want to have a series of questions that can help you understand their negative response.  Did you ask for the wrong amount?  Wrong timing?  Wrong project?  Were you the wrong person to be asking?  Is their response really a “no”?
  2. When you find that “no” actually means, “not right now” you begin to work toward getting the prospect to a “slow yes.”  When does it work better in their life to consider this gift?  How might your proposal be tweaked to make it more compelling for the prospect?  Are there other external triggers that would help make this gift happen?  Finally, how can you get them saying “yes” to other, smaller requests so that they get used to responding positively to you on the path to their “slow yes?”

This candidate’s response was note-worthy not because he revealed a new technique to increase proposal conversion rates.  Instead, he reminded everyone in the room that the first goal of soliciting prospects is to keep the conversation going, regardless of the first answer. That’s the only way you can get to a “slow yes.”

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Buying Ugly Socks and Answering For Donors

Last week I sat in a major gift donor prospect management meeting with a client and listened as a gift officer said, “What we know from visits and our research is that John (the donor) has the capacity to make a $5 million gift during our campaign.  But I just don’t think he will give that much so I would suggest we ask for much less.”

With that, the Vice President got up from the meeting table and walked over to her desk drawer and pulled out a bag.  ”Have I told you the story of my socks?” she asked?

Everyone, including me, wondered if the Vice President was losing it.  We were talking about leadership-level gifts and donors and she is pulling out a bag of socks from her desk.  All of the gift officers around the table kind of looked at each other as if to say, “what on earth is going on?”

“No, I’m serious,” she said, sort of laughing.  ”Look at these!”  And with that she pulled out this pair of 100% cashmere socks.

Don't answer for major gift donors

Don’t answer for major gift donors

Take a close look at the price tag. . . one hundred and five bucks!  The socks were passed around and the vice president said,

Who on earth would anyone pay $105 for this pair of ugly socks?  I know I wouldn’t!  I only paid $6 for them.  I don’t even like them.  But I bought them because someone out there – probably a lot more people than we would guess – paid the full price for these socks.  Real people paid $105 for socks.  I don’t understand it, but they will and they have.

With that she continued,

Our job is not to answer for our donors.  Our job is to understand their motivations and their giving capacity and then offer charitable opportunities that align with their capacity and motivations.  That’s our job.  Their job is to give us an answer.  Let’s make sure we stay focused on our job.

Because someone out there is paying $105 for ugly socks.

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Why Empathy Matters in Leadership

“A lack of planning on your part does not constitute an emergency on my part.”

You’ve probably seen this sign on someone’s desk or door in your office.  Perhaps someone even has muttered the words to you in a moment of frustration.

Here’s the thing about this statement —  everyone agrees with it.  Everyone.  If this saying is mentioned in a meeting, you will see a universal nodding of heads.  Every person believes that everyone else is the trouble maker.  If I mess up and cause a problem down the line of implementation, it is because of unforeseen circumstances that could not have been avoided.  However, when anyone else injects an urgent matter into our otherwise well-structured day, we tend to ascribe a bad cause to their plight.  They simply didn’t care enough about their work (or they are inconsiderate of another’s time, or they are incompetent, etc.) to plan appropriately.

This is not unique of course.  There are many other situations in which we attribute positive causes to our own behaviors and attribute more negative reasons for the actions of others.  For instance, we may attribute someone’s professional success to “luck” or even to being “conniving,” while attributing our own success to “hard work and perseverance.”  The idea of “blaming the victim” is another example of how we attribute blame to others but less frequently to ourselves.  This is what our psychologist friends call “fundamental attribution error.”  And most everyone does it in some way, shape, or form.

The problem with attribution error, though, is that it can result in a lot of bad decisions.  For instance, if a leader attributes an employee’s poor performance to a lack of effort, then the outcome is likely to be negative for that employee.  She may receive a poor performance evaluation or even be asked to leave. Conversely, if the manager perceives that the employee’s poor performance is due to a lack of knowledge, skill or due to some other contextual cause, she may be given further training, coaching, or assistance.

As leaders, we need to be mindful of how easy it is to err in attribution.  Further, we need to strive to become more empathic.  When we pause to ask questions, really listen, and learn about the circumstances and motivations of those team members in our care, we may find that our first attributions were wrong-headed.  Becoming a more empathic leader doesn’t mean becoming a nicer, softer, warmer and fuzzier leader.  Empathy in leadership isn’t about becoming more in touch with your emotions.

Instead, becoming more empathic means working to better understand others’ strengths, weaknesses, circumstances, and motivations.  It also means understanding how others perceive you.  Ultimately, it means making wiser decisions.  Decisions not based on biases and faulty attributions.  But decisions based on a keen and personal understanding of others and the perceptions that shape their thinking and behavior.  And when that happens, individuals and institutions become better.

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“A thought just occurred to me. . .”

A seasoned and effective development leader once told me, “never leave a visit – even a first visit – without asking for something.”  His rationale was that the prospective donor understands your role and is expecting some sort of ask.  If you don’t ask for something, you don’t appear to be doing your job.

Over the years, I’ve gone back and forth on this issue.  ”Is it wise to ask for a gift, even on the first visit?”  Over time I’ve become convinced that – in most instances – it is wise to ask for an annual gift during a first visit with a prospect.  Such a solicitation assumes, of course, that they’ve not yet made an annual gift.  And in situations where an annual gift has already been made there are clever approaches to have other discussions around giving as well.

For instance, that same development leader quoted above told me that he would regularly end a positive first visit by turning back to the prospect just as he was walking to the door and say:

“A thought just occurred to me that someone who cares as much about our institution as you do may have already made estate plans that benefit our institution – is this something that you’ve already done or have considered doing?”

An afterthought – or so it seems.  A non-threatening, easy way to slip into an initial discussion of planned giving.  And a way to ask the prospective donor something important about her giving, without appearing clumsy or pushy.  Yes, asking is a hallmark of a development professional.  And asking artfully is a sign of an effective development professional.

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Make Yourself Uncomfortable

For most all of us, the reality is that we fall short of living out our full promise not because we fail in attempting something ambitious and important but rather because we simply get comfortable.  Comfort comes in the form of familiar people, old habits, daily routines, and mindless decisions.  In our fast-paced, 140-character, always changing world, seeking out comfort is understandable.  Habits, routines, familiarity in all its forms  can serve as an important island oasis in an ocean teaming with the sharks of chaos.

But when we only stay in the comfort of our oasis, we can’t complete our journey.

Today let me challenge you to do something new, different, and uncomfortable.  It can be big or small.  Personal or professional.  Take a different route to your workplace.  Call an important someone instead of sending an text.  Take the time to practice how you might ask well-crafted questions of the prospective donor you are meeting with next week (I find many development professionals do not prepare questions for donor visits, much less practice them).  Set up that visit with that difficult donor.  Carve out time in your schedule to think – really think – about an important long-term plan.   Ask to have the “elephant in the room” conversation with your colleague.  Ask for more responsibility at work.  Smile when you don’t feel like it.  Think through your decisions if you are typically a “quick to respond” type.  Or do something spontaneous if you have a tendency to over-think.  If a daily plan makes you break out in hives, force yourself to write down a to-do list for the day and stick to it.  Or, conversely if success only occurs for you when you check things off your list, tear-up your to-do list and take the time to visit with the people around you.  Invite the opinions of others in a meeting if you typically do most of the talking – or share your opinion if you are typically quiet.  Push yourself.  And push back against your automatic, habitual response.  Do something – anything – different.  Get out of your comfort zone.

Our habits, routines, and the familiar make life and work easier for us.  We need some behaviors, reactions, and decisions to be more or less mindless just to make it through the day.  But when our goal is to just make it through the day we lose the capacity achieve great goals.  Being on autopilot only takes us to where we’ve been before.  Making yourself uncomfortable means making it a priority to explore, question, pay attention, reflect, and respond differently than our habits and routines might otherwise encourage us.  You learn more, grow more, and gain new and valuable experiences.   It’s exercise for our intellect and soul.

Making yourself uncomfortable today means giving yourself the opportunity succeed tomorrow in ways you didn’t even think possible yesterday.

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5 Things Effective Fundraisers Say

It’s common for board members and other volunteers (and some development professionals) to ask the question:  ”What is the best way to ask someone for a gift?”  What they are looking for, of course, are the “magic words.”  The words or phrases that, when uttered with confidence and enthusiasm, wondrously unlock a donor’s generous spirit and opens her checkbook.  Unfortunately, of course, no single word or phrase exists.  However, there are phrases, words, and questions, that effective fundraisers say again and again that strengthen relationships and encourage prospective donors to respond with generosity.  Below, in no particular order, are the most effective utterances:

  1. “What do you think about. . .?”  Asking for their advice, their insights, their observations, is a staple in the effective fundraiser’s communication tool box.  The effective fundraiser knows that giving follows from other forms of engagement.  When we ask others for their advice or perspective, we are bringing them closer to us.
  2. “I think you might be interested in . . .”   Instead of viewing a gift as a “sales job,” the effective fundraiser understands that donors give to satisfy their own needs not the institution’s.  Therefore, the effective fundraiser proposes gift ideas by framing them in terms that relate to the donor’s needs, values, or interests.
  3. “I’m going to be in your area . . .”  Most donors like to feel special – but not too special.  For many donors, if they believe you are traveling to their home or business just to see them, they feel pressured.  You must be coming to ask me for a gift, they suppose.  Instead, effective fundraisers put prospective donors at ease by lessening the pressure.  Since the development officer is  ”going to be in the area” anyway, the donor is more likely to easily accept the visit invitation.
  4. “What do you really want to accomplish through your giving?”  Effective fundraisers elevate the gift conversation from the myopic, the specific to the grand and important.  They understand that donors really want to do important things with their giving and with their lives and they regularly tap into that core desire.  When you access the fundamental drivers to an individual’s giving, you create enthusiasm and a context in which larger gifts are possible.
  5. “How have we stewarded your giving?” Rarely, if ever, do sub-par development professionals ask about a donor’s giving experience.  A hallmark of an exceptional fundraiser is asking questions about how the institution can better serve them.  It’s the best practice in donor service.

If you work these questions and phrases into your regular interactions with donors and prospective donors, you won’t be assured that giving will increase immediately.  However, by paying attention to how you communicate with donors and prospects over time, you will be a much more effective fundraiser.

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Are We Really Interested In Building Relationships?

Last week our family enjoyed celebrating my wife’s birthday.  She received gifts, cards, Facebook greetings, and good food over the course of a few days of celebration.  She even received a handful of text and email messages.  In today’s world it is simple enough for a friend or colleague to drop a quick text or email to say “Happy Birthday.”

Except, these texts and emails were not from friends or colleagues in the ways we typically see them.  They were from for-profit companies with whom my wife had transacted business in the past.  You know those organizations that claim to be about building relationships – but really only care about our money?   She received an email from Disney, another from the Children’s Place, yet another from Ruby Tuesday’s Restaurant.  Kellog’s sent an email as did CVS.  And she received a text message from our neighborhood dentist.  Now, of course, these emails and texts are auto-generated.  But these organizations took the time to see that a system was put into place to aut0-generate them.

During the same period last week, like many Americans we were putting the finishing touches on our taxes.  In readying our charitable gift receipts, I realized that not one of the organizations we supported with a gift had sent my wife a Happy Birthday email or text message.  Now, please understand.  My wife wasn’t sad that she didn’t receive a text from each charitable organization.  However, her consulting husband was reminded that our sector – our relationship-building, “we care about people” sector – still has a long way to go to show donors that they (and not just their money) are important.

Sending a text or email doesn’t,  of course, build a relationship.  In fact it’s only on small, simple act.  But it is one small and simple act that says much more than Happy Birthday.  It says, “We notice you. We pay attention to the details.  And you are worth the details.”

It is one thing to talk about building relationships.  It is quite another to do the work necessary to build them.

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