Wednesday, March 28, 2018

The Women's Impact Initiative

On March 8, AFP celebrated International Women’s Day by launching its new Women’s Impact Initiative, or WII. The Initiative is AFP’s response to a series of issues around the role of women in fundraising, including gender inequity, sexual harassment, and implicit bias.

Despite women representing approximately 70% of the fundraising profession, we estimate that barely a third are in leadership position. We see salaries for women that are consistently $15,000 - $20,000 behind those of our male colleagues. And there are so many stories about harassment—sexual or otherwise—from bosses, colleagues, board members and donors that go back many years.

The goal of the Initiative is to provide skills and training so that fair and equitable salaries can be negotiated; to provide resources to create workplaces that are against harassment in all its forms; and develop mentoring programs, as well as research and other services, that can break barriers and create new opportunities for women.

We’re already well underway. We’ve held town hall webinars (in which registrations filled up in a day and a half) and created a new website and hashtag (#WIILead). Next week, we will be releasing our first major project under the initiative: a comprehensive survey of sexual harassment in the profession conducted in partnership with The Chronicle of Philanthropy.

We are also identifying and working with partnering organizations who can bring their own perspectives and resources to the initiative. On the WII website, you’ll find a great resource from DonorPerfect, “The Nonprofit Leadership Workbook for Women.” The handbook contains tried-and-true advice, best practices, and valuable exercises to equip and inspire you to pursue leadership positions within your organization. There are also free online courses you can take through Catalyst covering topics like Unconscious Bias: From Awareness to Action, Communication Skills for Bridging Divides and Becoming a Successful Leader (Inclusive Leadership Training).

I also encourage you to use the discussion groups we have set up for WII. It’s an opportunity to ask questions or share your thoughts and perspectives. What have you or organization done to make progress on this issue? What are some shining examples of organizations doing equity well?  We want to hear from you!

As the community for the fundraising profession, AFP needs to take a leadership role in addressing these critical issues. But we’re not going to do it all at once—this is a long-term project. And we’re not going to do it alone. It’s so critical that we listen to, and WII encompasses, so many different perspectives and ideas.

Our function as fundraisers and charities is to highlight important topics and educate the public about them. Equity, leadership, harassment—these issues are as important as any we will ever raise funds for in our career. They affect every one of us, and I hope you’ll join us as we begin these important first steps in addressing these critical issues.

Tuesday, January 30, 2018

Statement of the Association of Fundraising Professionals (AFP) Regarding Sexual Harassment/Gender Equity in the Fundraising Profession

Déclaration de l’Association des Professionnels en Philanthropie (AFP) Concernant le Harcèlement Sexuel et l’égalité des Sexes dans le Domaine de la Collecte de Fonds

Declaración de la Association of Fundraising Professionals (AFP) Sobre el Acoso Sexual/Equidad de Género en la Profesión de Procuradores de Fondos

It might be easy to assume that the recent Presidents Club incident in the U.K., in which hostesses at the charity event were required to sign non-disclosure agreements that they were not given time to read—and then were sexually harassed by male attendees throughout the event—is so extreme, so far out of the norm for the nonprofit sector, that there are no lessons to be learned. We could respond that no legitimate charity in North America or around the world would ever consider holding such an event or condone the mistreatment of women like that, and therefore, there's nothing to be said.

Nothing could be further from the truth.

It might be easy to think that sexual harassment couldn't be an issue in the charitable sector. After all, we are organizations and individuals dedicated to changing the world. We typically work long hours for less pay than our for-profit counterparts. We are committed to values such as justice, equality, equity, and respect. There is simply no way that harassment could be a serious problem for our sector.

Nothing could be further from the truth.

Like most other sectors, the charitable sector is not an outlier on this issue. We are symptomatic of it. While the issue of donors harassing nonprofit staff and volunteers may be unique to our sector, the power dynamics are the same—and there are countless instances of it across the sector. In addition, harassment from supervisors, board members, and even co-workers occurs in the charitable sector with regularity. We have seen that reflected in an increasing number of surveys and articles about the sector, including an article in the Fall 2017 issue of AFP's own magazine, Advancing Philanthropy.

So, how best to address this serious issue? There's no easy fix for the problem, but we are the charitable sector, and our mission is to change the world, one step at a time. We can serve as a model—and given our role in society, we MUST serve as a model—for the rest of the world.

The Institute of Fundraising's (UK) response to the Presidents Club incident and subsequent article in The Guardian serve as excellent starting points for the conversation, and, in that spirit, we would like to lay out AFP's own priorities regarding these issues. Our priorities are grounded in the principles contained in our internationally recognized Code of Ethical Standards, including each fundraiser's aspiration to "practice their profession with integrity, honesty, truthfulness and adherence to the absolute obligation to safeguard the public trust," and to "foster cultural diversity and pluralistic values and treat all people with dignity and respect."

First, we must enact a clear and decisive policy of zero tolerance for harassment. Not only must we implement and enforce defined policies and procedures in place at our organizations for dealing with harassment, but we also must make clear upfront the expectations for behavior from sector employees, board members, and yes, even donors. This must happen through education and continuous reinforcement of these critical principles.

Our goal is to build a culture of respect, equality, and openness so that harassment doesn't occur—and if it does, victims must feel secure and confident that they can approach their supervisor and/or others in the organization and expect an appropriate response while their confidentiality is respected. And, we need to proclaim loudly to our organizational leaders that no donation (and no donor) is worth taking away an individual's respect and self-worth while turning a blind eye to harassment.

Second, the issue of harassment is part of a larger conversation about equity in the fundraising profession and the charitable sector. Women make up approximately 70 percent of the profession, yet account for only 30 percent of senior leadership positions. On average, women's salaries lag behind their male counterparts by roughly US $12,000 – $20,000, according to AFP's annual 2017 Compensation and Benefits Survey. Having more female senior-level executives in the profession isn't just important to preventing sexual harassment; it's critical to furthering the entire mission of the nonprofit sector.

From the Chair's Column in our most recent Winter 2018 Advancing Philanthropy magazine: "We have to realize that these are not just women's issues—these are issues that are fundamental to the principles of the charitable sector, a sector that is based on equality, justice, and equity. To call them women's issues is to ignore what each of us, man or woman, works to build every day: connections, understanding, empathy, generosity, and compassion. How can we so passionately work on these issues for our own organizations, yet miss the problems that are right in front of us in our workplaces?"

This leads to our Third point: we must emphasize, more than ever, the role of men in preventing harassment. It's not enough for men to shake their heads at an incident like the Presidents Club and promise not to be "that guy." Men and women need to be working together for this cause, and men need to take the initiative to speak out against harassment. Speaking out affirms that men are standing with their female colleagues and providing their unwavering support.

We recognize that there are many facets to this issue, and we need to lead the conversations, providing guidance and solutions to all members of the profession. And we will! AFP is proud to announce that—in partnership with The Chronicle of Philanthropy—we'll be conducting a comprehensive survey about the prevalence of sexual harassment in the profession, and then using that data to develop anti-sexual harassment education as part of our library of educational offerings. We intend to make this training available to AFP members and non-members alike. Furthermore, AFP will also be launching new initiatives later this year to address equity in the profession.

As the leading global association representing fundraisers, AFP's role in this situation is to raise awareness of key issues, unite people and organizations together, and seek solutions to these challenges. We must bring our fundraising skills, innovation, empathy, and communications to this critical issue that affects our profession, our communities and the entire world. AFP is committed to this endeavor, and we encourage all organizations in the sector to join us as we work to champion equity, fairness, and justice in our own workplaces.


Ann Hale, CFRE
Chair

Mike Geiger, MBA, CPA
President and CEO

Wednesday, January 10, 2018

Public Policy and the New U.S. Fundraising Environment

(This is a bit of a longer blog than usual, but there's a lot to share with you! To our Canadian and other members, please know I’ll be focusing on other countries and public policy later in the year). 

It’s a bit of a new world for fundraisers in the U.S. after the passage of the tax reform bill.

The bill, and its doubling of the standard deduction, could bring about major changes in giving patterns by mid-level donors and an overall drop in giving—tens of billions of dollars. It may also mean new opportunities in major and corporate giving.

We know that many of you are concerned about the implications. AFP has already provided some guidance here and here, and I promise we’ll be here to help you throughout the year, offering tips and lessons learned as we explore this new giving environment.

Of course, the final bill wasn’t what we wanted, even with the Johnson Amendment ultimately being retained (which keeps the prohibition on charities from getting directly involved in partisan politics). We believe a universal charitable deduction is needed to offset the anticipated drop in giving we’ll see in 2018 as a result of the tax bill. We’ll continue to fight for that provision over the next 12 months and beyond, just as we’ve fought during the past year.

AFP was incredibly active on the tax reform front, both individually and as chair of the Charitable Giving Coalition (CGC). The CGC is composed of over 200 nonprofit organizations, associations and related groups, including Independent Sector, CASE, AHP, Council on Foundations, the National Council of Nonprofits, United Way, YMCA, etc. You can check out the CGC website to see what the coalition did over the past year—it’s a good source of public policy information along with AFP. 

Along with all the groups in the CGC, we met with nearly every Member of Congress in 2017. We also met with academics and tax policy experts to discuss legislative proposals to encourage giving. During the last couple of weeks, we had hundreds of calls and meetings and emails with Congressional staff to create a universal charitable deduction amendment.

We were contacted by numerous media outlets (and were quoted in The Washington Post, Fast Company and The Nonprofit Times). We distributed several legislative alerts to members, like this one here, asking you to contact your Members of Congress, and your response was tremendous—thank you! We partnered with new champions, like Rep. Mark Walker (R-N.C.) and Senators James Lankford (R-Okla.), Debbie Stabenow (D-Mich.), and Ron Wyden (D-Ore.), and came close to getting the amendment inserted into the final bill.

But it didn’t happen. We did seem some positive change—an increase in the adjusted gross income (AGI) limitation for cash gifts to 60 percent and the elimination of the Pease Amendment that limited certain gifts—but the bottom line is, we, collectively, have a lot of work to do in 2018.

As a profession and as a sector, we need to catalogue what happens with giving this year. Congress needs to understand the ramifications of its legislative decisions. We’ll be working with you and your fellow members to gauge if and how giving changes over the next 12 months. We will also be developing communications so Congress can understand how the tax changes are affecting charities and the services we provide.

Throughout the year, we’ll continue to push the universal charitable deduction. We anticipate some legislative vehicles related to tax issues that should provide some openings for us. But we’ll be open to other ideas and incentives that may work to encourage giving as well.

People do not give because of tax policy. That is clear. But we know from research and history that tax incentives influence how much and how often donors give. Removing the incentive to give from approximately 30 million taxpayers by expanding the standard deduction likely will result in a significant drop in giving.

On the other hand, we need to realize that although tax policy has changed, the desire to give hasn’t. People still want to help each other and change the world. Major donors will still be able to take advantage of the charitable deduction, and small-gift supporters were likely giving without using the deduction. Our goal—to build relationships, create connections and inspire people to get involved—has not changed in the slightest.

Public policy can have an extraordinary impact—both good and bad—on the work we do and the impact of our organizations. AFP remains committed to advancing public policy that supports your fundraising, such as the universal charitable deduction and other giving incentives. We will keep you posted as we push important legislation forward and, with your action and assistance, we can persuade Congress to help our organizations better serve our communities.

Wednesday, December 20, 2017

Thank You

I know it’s your busiest time of the year. I know you’re probably stressed about reaching your goal. I know your mind is probably buzzing with the thousands of things you need to do before the end of the year, whether it’s touching base with that major donor or editing the thank-you letters ONE MORE TIME!

But I hope you’ll take a moment and let me say this to you.

Thank you.

What you are doing is fundamental to our society. What you are doing is making a huge difference—not only in your geographical, local community, but in countless other communities that are affected, directly or indirectly, by your work. What you are doing is changing the world—one gift, one person, one moment at a time.

Thank you.

Because, not everyone can do what you do. Not everyone can get rejected (a lot!) and still be positive about your mission. Not everyone can deal with a board, volunteers, major donors, your colleagues, staff and your boss, all at the same time, while trying to make goal. Not everyone can inspire others and give off such confidence while inside you’re bubbling with stress and concern over a thousand little details.

We know, so thank you!

You adhere to the highest ethical standards: AFP’s valued and respected Code of Ethics.

You work hard to be a better fundraiser every day, taking advantage of continuing education and training.

You give back to the profession, whether through teaching, mentoring, or giving of your time and treasure.

You are dedicated to your cause, and to the cause of ethical and effective fundraising.

Thank you for hearing the call and being a servant of philanthropy. Thank you for being part of the AFP community and helping us advance the profession.

All of us at AFP wish you the best of luck in your year-end fundraising and a very merry holiday season and happy New Year. We look forward to serving you in 2018.

And since we can’t say it enough—Thank You!

Wednesday, December 6, 2017

Chapter Visits: Understanding the Fabric of our Community

In previous organizations, I’ve visited local chapters or affiliates before. I believe it’s critical for leadership to be in constant touch with local members and understand first-hand the challenges and opportunities they are facing. For me, it’s about understanding the fabric of an organization and why it really matters to members. Plus, it’s fun to meet new faces and get to know members one-on-one.

But I have to tell you, nothing prepared for me for my first chapter visit to Toronto for the AFP Toronto Congress. Wow! It was an amazing conference, superbly put on and filled with so many interesting and insightful presentations. Thank you to Krishan Mehta and all the chapter leadership for inviting me.

But it was the people who really shined. I met so many fundraisers with so many fascinating and inspiring stories of why they got involved in the profession, or challenges their organizations has overcome, or donors and constituents who’ve made such a difference in their communities. Hearing each person’s story, and the impact their cause is creating, was so moving—I’m excited to be a part of this incredible community.

I have to believe, with all due respect to the Toronto Chapter, that it’s like this in every chapter we have. The excitement of being together, the pride you take in your jobs, the inspiration you provide to each other—I’m looking forward to visiting all of you, getting to know you better, and hearing how AFP can best serve you and the profession.

Chapters and their members are the heart of our association—the true fabric of our community. I’m committed to ensuring that you have the tools and resources to be successful. When our chapters are successful, AFP is successful, and that leads to the continued success of our profession, our ultimate goal.

I won’t get to every chapter in my first year, but I hope that I’ll see a lot of you at events like our International Fundraising Conference (ICON 2018) in New Orleans, April 15 – 17, and Leadership Academy in Toronto in October. And please know that I’m always happy to meet you via email or social media. Feel free to email me or follow me (and say hi!) on Twitter at @AFPMikeGeiger.

Tuesday, November 14, 2017

National Philanthropy Day: Advancing the Greater Good

Our lives are defined by community. After all, our successes, achievements, challenges and opportunities are often determined by others in our lives. As the saying goes, no person is an island, and very few of us can claim that we are "self-made" or found success all on our own. Almost always there has been someone—or many "someone’s"—who have contributed to our accomplishments.

That’s why it’s so hard to look away when someone is in need. That’s why we see problems and want to step up. Being in a community demands that we help because not only is it the right thing to do, but also because it’s an intrinsic part of us. We need to help, however we can.

Like all of you, I’ve always wanted to help others and contribute to the greater good.  I feel I have been blessed in my life and want to provide opportunities for others.  I decided the best way for me to do this was by taking my management and financial skills and experience and supporting those that are on the front lines. That’s why I’m excited to be leading AFP—doing my part in the most effective way possible.

To me, that’s what we’re celebrating on National Philanthropy Day: each of us, doing our part for the greater good and supporting the communities that are so integral to our lives. And we’re not doing our work in a vacuum either. Philanthropy brings us together and unites us, so our collective impact is greater than anything we could do on our own.

Whatever issue you’re dedicated to—among the millions of causes that our nonprofit sectors represent around the world—and whatever role you play—fundraiser, donor, volunteer, corporate or foundation funder, nonprofit employee—let me simply say: Thank you!

Thank you for everything you do to support the greater good. Thank you for not turning away from people in need. Thank you for coming together through philanthropy and charities, and dedicating yourself to improving communities around the world.

There will be always be issues to address and causes to support, but we have already made an indelible impact on our world through philanthropy. On National Philanthropy Day, let’s remember and celebrate what we’ve accomplished—together—and recommit ourselves to doing our part to advance the greater good.


Tuesday, October 31, 2017

Leading into the Future

Special Guest Post 
Ann Hale, CFRE, Chair, AFP

Ann Hale
MA, CFRE
Chair, AFP
By now, you’ve hopefully heard the announcement that Mike Geiger, MBA, CPA, will serve as AFP’s new president and CEO starting today, Nov. 1.

Helping to select a new leader is one of the most important things any volunteer board can do, and it’s certainly the most critical thing that I have done during my time as chair of AFP.

It’s also a rare moment, as AFP has been blessed with stable leadership, starting with Patricia (Pat) Lewis serving from 1991 – 1998, Paulette Maehara through 2012, then Andrew Watt leading us until last year, and most recently Jason Lee serving as interim president and CEO for the past 17 months.

While I knew our search process would be long and comprehensive, I don’t think I realized how challenging, intense and emotional it would be. All of us on the search committee felt that way, because AFP is so important to us. We have all had moments where our membership in AFP, and our connections with AFP colleagues, made a huge difference in our career.

So, we wanted to get the selection right. With the help of a team from Campbell and Company, a leading association executive search firm, we determined the key qualifications, factors and criteria we would use to evaluate the candidates.  We evaluated 100 initial candidates, narrowed it down to 10 and then focused on a finalist group of six qualified candidates.

It was an all-encompassing discussion, and often we were challenged with different perspectives. But we were dedicated to having an inclusive search that would identify a final candidate that had the best set of assets and qualifications. We had a diverse search committee and a diverse pool of applicants. And in the end, the lengthy process and occasional struggles were well worth it, as we ended up with an extremely qualified individual who can lead us into the future.

Mike is a seasoned association executive and has a great array of skills and experiences that can lift the AFP community to the next level. He is not a fundraiser by training, but he understands, appreciates, and “gets” fundraising, having overseen fundraising in other programs and participated on development teams. He has strong financial expertise and deep experience in running a membership association, providing education opportunities, putting on conferences, advocating on public policy and ensuring members have the resources and knowledge they need to be successful. That’s the sort of leadership we need in our changing fundraising and association environments, and we’re very confident that he’ll do a great job.

You’ll learn more about Mike in the coming weeks as he introduces himself through articles and blogs. And hopefully you’ll get to meet him in person as he attends different chapter meetings and our International Fundraising Conference next year in New Orleans, April 15 – 17.

Finally, I’d like to thank Jason Lee for all his work leading AFP over the last year and a half. Jason stepped in at a very challenging time and helped to stabilize the organization on many levels—solidifying our financial base, refocusing our efforts on member value, building important partnerships, and re-energizing staff and volunteers. He’s done so much, and I can’t express my appreciation and gratitude enough for his leadership, support and dedication.

We’re excited about the future of AFP with Mike leading us, and I hope you are too. If you have any questions about the search process, don’t hesitate to let me know.