Wednesday, April 26, 2017

Something for Everyone: The AFP International Fundraising Conference

A conference has many aspects—from education and innovation, to networking and community, to inspiration and reinvigoration. And the AFP International Fundraising Conference this year, presented by Blackbaud and coming up in just a few days in San Francisco, April 30 – May 2, has whatever you’re looking for in a fundraising conference…and more!

You want education and innovation? How about more than 100 educational sessions and workshops covering almost every conceivable aspect of fundraising? We have presentations covering the new philanthropic landscape and how new generations of donors—and cutting-edge technology—is changing the work you do every day. Plus, even if you are interested in fundraising basics, you won’t find the same old stuff, but sessions that analyze and identify what’s really working in the profession and what isn’t. Expect to come back from San Francisco with a myriad of ideas that you can immediately put to use in your own organization.

Need a chance to unwind, clear your mind and remember why you got involved in fundraising in the first place? You are going to hear from two amazing keynote speakers, Shiza Shahid and Cleve Jones. They are going to leave you excited and inspired about the change we make possible. You’re going to hear from some extraordinary honorees, like our CARTER Outstanding Youth in Philanthropist Archer Hadley and our CCS Outstanding Fundraising Professional Barb Coury, who will move you and raise your spirits about the future of fundraising and what we can accomplish together.

Want to meet new people, get different perspectives and feel like you are part of something bigger? Then you will want to take full advantage of the networking opportunities available at the conference. You can make great connections at local events, of course. But the breadth of people you can meet at the International Fundraising Conference—from across North America and around the world—is something you can’t find anywhere else. You’ll walk into the Marketplace with over a thousand of your colleagues, and it will hit you—you are part of an amazing community, and everyone around you understands your challenges and appreciates your accomplishments.

There’s even more. We’ll be holding a public policy panel during the Tuesday General Session, exploring the challenges fundraising and philanthropy face from governments in the U.S., Canada and the U.K. There are also great opportunities to support the AFP Foundations for Philanthropy—including our Chamberlain Step Challenge.

We’ll be sharing it all with each other through social media. Be sure to Tweet what you’re learning using #afpfc, @afpihq and @afpeeps. That’s also a great way to keep up with the conference if you can’t attend.

I love when our community comes together. It’s a time for innovation, exploration, inspiration and participation. I look forward to seeing everyone there and celebrating the profession and everything we make possible.

Wednesday, March 22, 2017

Women's History Month Reflections: We've Come a Long Way...and We Still Have a Long Way to Go

March is Women’s History Month, and like many of you, we’ve been reflecting on women in the fundraising profession, and the challenges and opportunities we face. We’ve come a long way, though we still have a long way to go.

Ann Hale
Chair, AFP
Seventy-five percent of AFP’s members, or three out of four, are female. That’s roughly 25,000 women who, simply put, have chosen to pursue the greatest profession in the world. We are leaders, from Vienna to Vancouver, who’ve made the decision to become part of something much larger than ourselves. We are advancing our organizations’ many amazing missions by learning from philanthropy agent peers, joining with those peers to promote the social impact sector, and pursuing professional development opportunities to advance our knowledge base and our careers.

As women, becoming a sector leader can present major challenges. We know this from the research, and from personal experience. Both of us have served in the fundraising profession and nonprofit sector for more than 20 years, and we have each been fortunate enough to work with many sector leaders—women and men alike—who have nurtured and encouraged our growth.

Martha Schumacher
Chair-Elect, AFP
However, as is the case with many of our female peers, we have experienced some significant exceptions. For example, early in our careers, we both had the experience of being made to feel under-valued and/or disrespected by some of our male colleagues and donors, simply because we were young and female.

At other moments in our journeys, we worked with a few select male peers who didn’t publicly recognize our efforts or even took credit for them; or we were told in no uncertain terms that the salary cap for a position was non-negotiable, a statement we didn’t challenge because we didn’t think we could or should. These are just a few examples we imagine will sound familiar to many fellow women fundraisers.

Last year, the American Association of University Women (AAUW) released a comprehensive report about the status of women in leadership in all sectors. You can see a two-page infographic here and visit the website to order the full report for free. Here are a few highlights:
  • Women make up over half the U.S. population, yet represent less than 30% of executive positions
  • Women of color make up less than 5% of executive positions in the United States
  • Women make up more than half of college graduates and represent half of the labor force, yet are significantly underrepresented at the senior and executive levels
AAUW also recently came out with updated information on the gender pay gap: Women in the U.S. earn just 80 cents on the dollar in the same jobs as men, and the pay gap is not expected to close until 2152. That’s right: 135 years from now!

Our neighbors in Canada have an even greater challenge: as of 2016, women there earned approximately 72 cents on the dollar relative to men, which equates to $8,000 less per year than men doing an equivalent job – nearly double the global average!

Just as AFP’s membership is made up of 75% women, the social impact sector workforce is also 75% female. While 45% of top positions in nonprofits are held by women, when this data is overlaid with the 75% figure, the gender leadership ratio is not tracking apace.

What does this all mean for the social impact sector? And more specifically, what does it mean for women who are fundraisers and philanthropy agents, aspiring to become leaders in their own organizations—to someday command roles at the director, vice president and CEO levels?

Organizations such as the Canadian Women’s Foundation, AAUW and the Nonprofit Hub provide many excellent recommendations on how to most effectively close the gender leadership and pay gaps. Here are a few of the strategies we recommend, especially relevant for women who are newer to the workforce:

1) Ask and Ye Shall Receive. Sound familiar? As fundraisers, we are often fiercely courageous when it comes to asking for a philanthropic gift on behalf of our crucial mission. Asking for a raise? Not so much. Whether you are a fan of Lean In or not, it’s hard to argue with one of Sheryl Sandberg’s simplest yet most crucial points: if you don’t ask for more money, you won’t get it. Major Gift Officers, take note!

2) Record and Discuss Your Aspirations. Do you have career goals mapped out for the next three, five and ten-plus years? Have you shared these aspirations with your colleagues, your mentor, your supervisor and your partner/spouse? Setting career goals may be challenging, however, not setting them can result in missed opportunities and unrealized dreams. Here’s a helpful article.

3) Seek Out Leadership Positions—At Your Workplace and in Your Volunteer Life. Regardless of your position title, make it known that you are looking for leadership opportunities on the job. Also, never forget that, ultimately, being a great leader isn’t about the title. In your volunteer life, seek out your favorite local organization and volunteer there – for an event, on a committee, or perhaps on their Board of Directors. Also, we would be remiss if we didn’t suggest that you consider volunteering for your local AFP chapter and/or AFP International! 

Again, these suggestions are a starting point for reflection and discussion, particularly for female professionals newer to the workforce and to our profession. There are myriad ways to broach the challenges for women in leadership positions and the gender wage divide, and the conversation must involve and engage all genders working together to address them. While tremendous progress has been made over the past few decades, there is still so much to be done from a gender politics, leadership opportunity and compensation equity standpoint.

In closing, we’d like to leave you with a quote from Ann Saddlemyer, a renowned Canadian scholar and Guggenheim Fellow: "Don't ever let anyone tell you that you cannot go through a particular door. Always be prepared to go through a door that leads to your goal."

Ann Hale, MA, CFRE
Chair, AFP

Martha Schumacher, CFRE, ACFRE, MInstF (AD)
Chair-Elect, AFP

Wednesday, March 15, 2017

Women's History Month

Women have had a profound effect on the fundraising profession. Countless women have held and continue to hold leadership positions in the AFP community, from chapter presidents to chairs of our international association and various foundations. Our profession would look very different without the contributions of female fundraisers—from leading development directors and CEOs to ground-breaking consultants, authors, researchers and many more.

My own leadership style reflects what I've learned from working for leaders such as former U.S. Senator Barbara Boxer and Congresswoman Sheila Jackson Lee. And, of course, I take many of my cues as the interim President & CEO of AFP from my time working for our former President & CEO, Paulette Maehara. But perhaps most importantly, I am grateful for strong women leaders as role models for my eight- and nine-year old daughters.

That’s why I found the timing of our article about men in fundraising on International Women's Day to be so egregious. It is why I issued this apology immediately. Although the timing of the article's re-publication was inadvertent, it still has a negative impact. At a time when AFP is finalizing its new strategic plan with an emphasis on diversity and inclusion, the timing of the article unintentionally diminished the significance of the historic day and made AFP appear out of touch. For those reasons and many others, I am sorry for the timing and appearance of the article.

I want to assure you that AFP and I truly recognize and embrace the intrinsic value of women in the profession, and I hope you’ll give us a chance to demonstrate and prove our commitment in the weeks and months to follow. We will be examining pertinent issues within the profession—such as the gender salary gap and why are there fewer women in senior development and nonprofit leadership positions—as well as celebrating the impact of women in fundraising.

AFP’s role is to be a leader in the field, and that leadership means we need to be doing a better job of advocating for all groups and demographics within our profession, including women. Women’s History Month is the time when we should remind everyone of the impact of women’s work, particularly in fundraising and philanthropy, as well as the barriers that still exist to full equality. We’ll be doing that throughout the rest of the month. And we will continue to explore these and other issues—and not just in March, but throughout the year—to ensure that the great diversity of voices within AFP are heard, respected and celebrated.

I would love to hear from you regarding these issues. How can AFP be a better advocate for women and other groups within our membership? And what issues would you like to see us address? Email me at

Tuesday, February 21, 2017

Recap: 100 Year of Giving DC Fly-In Day

We thank the many AFP members who traveled from all over the country to attend the Feb. 16, 2017 Charitable Giving Coalition Fly-In on Capitol Hill. Your efforts are so appreciated, and you contributed to a phenomenally successful event. Chris Griffin, AFP’s coordinator for professional advancement, generously volunteered to attend the Hill event, hosted by the coalition (which AFP chairs), to raise awareness of the importance of philanthropy and the charitable deduction. Here’s his report:

Overall, it was a pretty amazing experience. I would suggest everyone make an opportunity to go to Capitol Hill whenever you’re able. As you’re meeting with members of Congress and their staff, you can’t help but think that you’re witnessing history and making actual impact.

The Wednesday night before the event, we had a dinner and training on the Hill with everyone who had flown in from across the U.S. Art Taylor of the Wise Giving Alliance sponsored dinner and Jason, in his role as Chair of the Charitable Giving Alliance, gave opening remarks and thanked The Philanthropy Roundtable for generously supporting the event. Sandra Swirski of the Alliance for Charitable Reform and her team provided an overview of the event and answered questions. We were then given talking points, summarizing some of the issues we would be addressing the next day.

The big issue comes down to this: the amount given by individuals last year added up to $265 billion, and eighty percent of that comes from taxpayers who are taking itemized deductions. One possibility for tax reform is increasing the standard deduction to the point that there would be no incentive for many people to itemize and donate (critical, since the charitable deduction is an itemized deduction). Such a change could cause the charitable sector to lose billions of dollars! There are other changes that would affect itemized deductions that could lead to a drop in giving in the range $9 – 13 billion or more.

Participants in the Fly-In Day were divided into groups by state so we would meet with the representatives of that state.  Our group had Virginia due to our local ties, and we met with two Members of Congress and several staff members.

In each office, we introduced ourselves and explained our connection to Virginia.  We first met with Congresswoman Comstock who assured us she was in favor of the current charitable deduction and her first priority was “to do no harm.” The Congresswoman represents Jason’s neighborhood, and he thanked her for signing a letter commending the local elementary school’s “tech ambassadors,” a group that included Jason’s oldest daughter.

We then met with a legislative aide for Senator Warner who told us that the Senator appreciated our concerns, but she wasn’t sure when actual decisions would be made about tax reform. This sense was echoed by staffers for Senator Tim Kaine, who also asked us for stories about impact that would help the Senator make the case, and by Congressman Dave Brat’s legislative director. (At one point, we noticed Congressman Brat’s office had a special refrigerator just for hummus that we all eyed hungrily. Jason, we need this at AFP!)

The day concluded with a meeting with Congressman Don Beyer. He gave Jason some inside scoop on the space program (Mars in 2030—you heard it here first!), and then talked about each of our organizations and how he related to each one—no small feat given that we represented the Nature Conservancy, Capital Hospice, Salvation Army, Cancer Research and AFP.  It was a great end to the day.

The Fly-In Day was a big success, but it’s just the beginning of our work this year. While my focus is on professional training and continuing education, being on Capitol Hill made me realize just what’s at stake and how passionate all of you—our members—are about the work you do. Please stay involved, and I know Jason will be asking for your engagement later this year as we see tax reform plans officially introduced.

Read the official press release about the event from the Charitable Giving Coalition here.

Tuesday, February 7, 2017

Togetherness, the Foundation of Philanthropy

Fundraising professionals reflect the diversity of the communities we serve. We work to address the needs of a diverse society. We welcome and support a diversity of individuals and offer pathways for them to succeed.

That text comes from our new strategic plan, developed for 2017 – 2019, where inclusivity is one of six guiding principles (including ethics and trust; professional preparation; advancing philanthropy; partnership and collaboration; and creativity and innovation) that will help guide our association and our profession into the future.

But diversity and inclusion are more than just principles that guide us. They help form the very identity and philosophy of AFP since it was first created in 1960.

Our role as fundraisers is to bring people—everyone—together to help create stronger communities and improve the quality of life for all people.

And we do mean everyone. There are no caveats, no limitations.

The very foundation of the philanthropic sector is to embrace all people, all groups.

In the same fashion, we welcome every individual—without exception—to the fundraising profession and the AFP community. For each member brings a unique array and wealth of talent, experience and perspectives that can only strengthen and enhance philanthropy.

And we look forward to seeing everyone—whether you are traveling from near or far—to the AFP International Fundraising Conference in San Francisco, April 30 – May 2, where we will welcome you with open arms as we come together to advance our profession and help change the world.

Ann Hale, CFRE, Chair, AFP
Jason Lee, President and CEO, AFP

Wednesday, February 1, 2017

Measuring Fundraising Effectiveness

Last week, BoardSource, Guidestar, the BBB Wise Giving Alliance and AFP announced a new framework for evaluating fundraising effectiveness — one that provides a balanced approach that emphasizes how important it is to invest in strong and sustainable fundraising programs.

I encourage you to read more about the new project, Measuring Fundraising Effectiveness, and download the free toolkits and resources that go with it, but it’s important to understand what the framework is (and isn’t) meant to be.

Measuring Fundraising Effectiveness isn’t a detailed primer on what does and doesn’t count as a fundraising cost. And it’s not like the Fundraising Effectiveness Project, another AFP collaborative project which seeks to help charities understand where they need to improve their fundraising efforts  (typically through donor retention). 

Rather, it’s a holistic way to look at fundraising costs and introduces a way to start conversations with board, staff, donors and others about your fundraising—and more importantly, explain WHY you raise funds for your organization in the way you do.

Too often, conversations about fundraising costs end up focused on what your fundraising costs are and if they are “good” or “bad.” Measuring Fundraising Effectiveness stresses that your organization’s fundraising approach is going to be unique and different from any other charity’s, based on many factors, including mission, values, history, donor base and others. It’s an important idea that builds upon something AFP has been championing for many years—that any sort of fundraising cost “line in the sand” doesn’t make any sense given the hundreds of factors that can affect fundraising from year to year.

Even more compelling to the framework is a discussion of the different types of fundraising and what they are designed to do. The purpose of a direct mail program is of course far different than the mission of a major gifts program. Measuring Fundraising Effectiveness illuminates these differences in a clear and easy way for non-fundraisers, along with other key points about how some types of fundraising take longer to find success and how different fundraising vehicles rely on each other to be most effective. 

And that’s really the most critical part of this new framework—how we reach out to boards, staffs, donors and others about fundraising costs.  That’s where the education has to begin about fundraising costs, making sure that our leaders, our presidents, our CEOs, our major donors and others understand why fundraising is important, the balance between fundraising costs and efficiency, and how the fundraising choices we make affect our organization.

There are some great tools and resources for helping you start conversations about these very important issues. Please download Measuring Fundraising Effectiveness and let me know what you think.

Wednesday, January 18, 2017

100 Years of Giving DC Fly-In Day is Feb. 16!

I talked in my last blog about how much uncertainty the fundraising profession and the charitable sector are facing this year, especially as it relates to government relations and public policy. I also said that we’re committed to implementing an aggressive campaign to not only defend the charitable deduction this year, but also to increase giving incentives.

The first step in that campaign is already here, as I’m proud to announce that the Charitable Giving Coalition (which AFP chairs) is holding the 100 Years of Giving DC Fly-In on Feb. 16.

All AFP members are invited to attend and help us educate members of Congress about why now, after 100 years since the charitable deduction was signed into law, philanthropy needs to be strengthened and enhanced. We will hold an evening event on Wed., Feb. 15th, to provide training and updated information for attendees to prepare them for the next day

Our message is simple: In any tax reform plan, philanthropy and the charitable deduction MUST be protected. In addition, we’re going to be calling for an “above the line” universal charitable deduction that all taxpayers, even non-itemizers, can take when calculating their taxes.

We’ll be focusing our meetings on Senate and House leaders, as well as members of the House Ways and Means and Senate Finance Committees, the tax-writing committees of Congress that will be considering tax reform. But we’ll help you plan to visit your own Member of Congress as well.

For additional information about the event, click here. To RSVP, contact Ali Davidson with your name, organization and state/Congressional district at And if you’re going to participate, please let AFP know by emailing

As a leader in the philanthropic sector, APF has a responsibility to ensure that philanthropy isn’t just protected, but advanced, and that policy leaders understand WHY the deduction is critical and works so well to fund countless causes across the U.S. I hope that you’ll be able to join us for this very important event, and be on the outlook for more messages and alerts about public policy from AFP throughout the year.