Are You Hoping for a Gloomy Day?

Picture this: A youth organization is in the middle of a capital campaign — raising money to expand its summer camp facilities. A few of us meet with the executive director, as she gets ready to take a supporter to visit one of the camps.

She says, half-jokingly, “I hope it’s dark and rainy, so the place doesn’t look too good.”

(Ah, many a truth is spoken in jest!)

Even smart, sophisticated folks — like our friend in this little story — often assume that the best way to get people to support an organization or cause is to play on “negative” emotions. Make people feel guilty, sad, angry, fearful. Paint a picture of tragedy, crisis, threat.

This does work, at least in the short term and for small actions, like texting a donation to disaster relief … or maybe voting in an election.

But if you’re thinking long-term — and especially if you want people to make larger commitments, whether dollars or deeds — you’ll want to take a different approach.

The thing is, people already have plenty of sadness, guilt, and fear in their lives. (And few wake up in the morning looking for more.) Pile on more and you’re likely to get only a token response — or even push people away.

Instead, you can offer a great gift: a chance to feel more confident, more hopeful, more connected with others. And that’s what leads to truly inspired acts that change the world around us.

How are you nurturing that kind of emotional connection with your cause?

What Could Bold Money Do For Your Cause?

“We were thinking of closing the doors because we were so far in the hole,” says Bob Rogers. Challenging economic times threatened the very survival of a school that was dear to his heart.

As a concerned board member, what could he do?

Well, he stepped up to make an unheard-of personal leadership pledge — a gift that forever changed both his life and the future of the institution. Here’s what it meant, to him and to those around him.

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Bob’s act created a whole new reality for the school.

Even in an “interesting” economy, the largest contribution in your history, shaped for the maximum influence, will lift your cause to a level that has seemed impossible.

Just imagine what could happen if you put that bold idea into action right now. (After all, folks are longing for this kind of confident leadership.)

[This interview with Bob Rogers, philanthropist and former Chairman of the Kauffman Foundation and Americorps, was recorded at the March 2010 Quest workshop.]

Who Else Wants More Than Traditional “Market Research”?

For decades, standard practice in the social sector has been to test the “feasibility” of a project through focus groups, studies and similar methods … and to seek the reassurance of consensus and “common ground.” Here’s a different take.

If you’re going to do “marketing,” use the best tools

20-some years ago, Harvard Business Review Press published Ted Levitt’s “Marketing Imagination.” I thought it was really good, and relevant to the social sector as well as business.

So I picked up the phone and did a little impromptu telephone research among readers of my books — to find out how much interest there was for a collection of articles from HBR on marketing for the sector.

Great response. To a person, they said they wanted it. So we were on it.

Named it “The Best of Marketing for the Third Sector from HBR.” I wrote the introduction, offering ideas on how to “translate” the articles from the business focus.

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It flopped. Not even a cannonball. Just a belly flop. (Ouch.)

Well, of course people knew they should want HBR stuff. So they said “Yes, by all means!” But when offered a chance to buy what they said they’d wanted, they stayed away in droves.

Our natural tendency to say what’s expected is only heightened when we’re in groups, and even the most carefully facilitated focus groups can lead us down the wrong path.

So here’s the first take-away: If you want to predict what people are going to do, the best way is to observe what they do. Surveys and focus groups can give you hints, but watching actual behavior gives you much better answers.

In other words, if you’re choosing marketing methods, use the power of direct response marketing and testing.

But even larger leaps come from taking a whole different approach.

For bigger results, go deeper and get creative

For the last decade-plus, the innovative folks I’ve worked with have used advanced ideas from the field of organization development (leaving behind my original focus on marketing). And we’ve seen how the methods and models we use make a huge difference in how things turn out.

We’ve listened. A lot. But at a whole different level than even the best “market research” — and with a different purpose.

Instead of trying to learn how to “sell” an organization’s programs more effectively, we use methods that bring people together to create new positive possibilities.

We ask carefully designed questions that create the space for people to dream boldly about what’s possible for society, fed by a deeper listening and imagination. And then move those dreams into reality.

We can nourish the courage it takes to step forward boldly — by understanding and amplifying the deep desires that are usually unspoken (often simply because no one asks the right questions!).

In contrast, conventional methods — focus groups, feasibility studies, and consensus-driven processes in general — are sure ways to mute differences, individuality, and personal commitment (the essential ingredients of bold voluntary acts). So we often end up with “group think” … plans that excite no one, and deeds less inspired than might have been.

Marketing can provide some powerful tools, but genuine social innovation calls for different ways of working that release the power within people. They already want to do big things, and are just waiting for you to lay the road to make it possible.

One of Canada’s best schools was founded just over a decade ago. Never tested the feasibility because they knew if they did, they wouldn’t get around to building the school. Sheer grit wins. The heroism of an idea and passion.

Related articles:

You might like to see the piece by Dan Pallotta on the Harvard Business Review blog that sparked my writing this: Real Leaders Don’t Do Focus Groups.

Raising Big Money for Your Cause in “These Times”

Timely big-picture thinking, especially if you’re gearing up for a capital campaign or other large initiative …

I’m seeing so many of my friends in the social sector (“nonprofits”) feeling hemmed in by resource limitations. That’s stopping good things from happening, so I’ve decided to do something about it.

(As you probably know, I have my own take on the raising of money. They tell me I “wrote the book on it,” after all.)

Maybe you’re already doing this kind of work professionally, or as a volunteer.

Or maybe you would, one of these days, if you felt more knowledgeable and more confident. (Many people find raising money scary, or even distasteful, but in fact it’s a wonderful kind of leadership. And a great source of personal power, since it lets you create more of what you want to see happen in the world.)

Whatever your interest, I’d like you to have some special reports I’ve put together on raising money in “these times.”

What Nobody’s Telling You About Feasibility Studies
It’s almost an article of faith in fund raising: One prepares for a capital campaign by conducting a feasibility study. But there’s a lot more to it … and sometimes a feasibility study can even limit your potential success.

Mindset and “Inner Game”

  • It’s Time to Regain Your Confidence
    Did you catch this headline: “The recession is over, but not for charities”? Followed by: “it will be some time before the sector regains its confidence.” Well, that may be true for some, but it does not have to be true for you.
  • See Yourself as a Beacon of Hope
    Today, if you and your cause can shine brightly when so many see darkness, you will attract people. And what they’ll do may surprise you.
  • Value the Donor More Than the Donation
    If you want to attract greater philanthropy to your organization, you’ll get farther if you move your attention from numbers to people, and value the donor — the person — more than the donation.
  • Has the Recession Changed What We Value?
    TIME magazine reports: “The recession has changed more than just how we live. It’s changed what we value.” What an unprecedented opening for people like you to inspire others and draw attention to what truly matters.
  • Let’s Get You Moving Toward Inspired Strategy
    You have more than just an abstract answer to people’s fears and doubts — you have living proof that there’s a way forward. And you can use that to distinguish yourself and your cause.

Bigger Thinking for Bigger Results

The Powerful Part You Can Play

Let’s Get You Moving Toward Inspired Strategy

Well, here’s the good news: People want to make a difference now more than ever.

The folks you want to reach are longing to move beyond worry about the economy. They hunger to get past the noise and fear, the dismal headlines.

It’s a great opening for a new conversation.

Even if they’re hunkered down, waiting it out, still they yearn to get off the sidelines. We can get them back into the game.

How?

By influencing what they’re seeing (and what they see as possible) — their “mindset.”

The way to shifting their mindset is to shift our own. Confidence and hope are two of the ingredients, but a special kind — what I like to call grounded hope and confidence, the opposite of rah-rah cheerleading. (And much more than just “positive thinking.”)

Can anyone make a difference?

You see, there’s an unspoken question floating around these days: “Can things, can the future, be influenced?” Or are we at the mercy of forces larger than us?

Well, if people are going to invest themselves in your cause, they first have to believe (more than that, they have to know) that it is possible to make a difference.

Grounded hope — confidence in the future — underpins every act of philanthropy and civic leadership. Without a belief that a difference can be made in the world, that the future can be shaped by our efforts today, why would anyone give of themselves?

In your work-a-day-world, I’ll bet that may seem, well, high-sounding. Maybe even a tad philosophical.

And that’s exactly why it’s so powerful: Because few others are thinking at this level.

But you can think and talk like this beginning right now, and immediately distinguish yourself and your cause.

After all, your cause is one place where personal initiative has made a difference, and has changed lives. You have more than just an abstract answer to people’s fears and doubts — you have living proof that there’s a way forward.

So your first step is to turn up the volume on what encourages you — in the world around you, in the people you work with, and especially in the accomplishments of your organization or cause. Make sure you’re seeing everything you have going for you (and taking nothing for granted).

Has the Recession Changed What We Value?

A few days ago I found a new TIME magazine in my mailbox, and right there, smack on its cover:

The recession has changed more than just how we live. It’s changed what we value.

(TIME is one of about 15 or 20 news magazines I try to flip through each month. I read very little in each, just searching for what inspires and encourages me.)

TIME cast these days as a time in which what we value is being transformed.

They report:

Studies find that a millionaire is no more likely to be happy that someone earning one-twentieth as much.

I thought these days were prompting people to return to timeless values. But even I was stunned by this tidbit:

…nearly four times as many people say their relations with their kids have gotten better during this crisis than say they have gotten worse.

The story concluded with the notion that it will be interesting to see if years from now, this season will be remembered for “what we lost, or all that we found.”

The TIME cover story gave a big shot to confirm my thinking — about the new conversation we can be convening.

Right now, as intangible values are rising to the top of our awareness, there’s an unprecedented opening for people like you to inspire others and draw attention to what truly matters.

It’s Time to Regain Your Confidence

Did you catch this headline: “The recession is over, but not for charities”? Followed by: “it will be some time before the sector regains its confidence.”

Well, that may be true for some, but it does not have to be true for you.

Here’s why.

In these times, your cause can stand out as a beacon of hope (and attract support as never before).

It’s all too easy, when standing knee-deep in the muck, to forget that people look to our organizations for hope. For confidence in the future. (Even for meaning in their lives.)

We are in a position of influence, far greater than we usually realize. Especially now.

So it’s time for big breakthroughs and bold moves.

(Yes, I’m serious!)

Going slow and incrementally … safe and sure … is fine for some people. But it doesn’t excite me, and it probably doesn’t excite you (or your supporters). Most people are drawn to boldness and courage — that is what’s exhilarating (and that’s what attracts investment).

So I want you to set aside the idea that you have to do things little by little. You deserve to take larger steps. (Actually, sometimes they’re not even steps — it’s more like one moment you’re in one place and suddenly you’re somewhere else. A “quantum leap” from one state to another.)

These times call for bold moves — for things to happen that are amazing and that will really turn people’s heads. And these might be the best of times for that to happen because it will be surprising and unexpected.

That’s why most of what you get from me is big-picture ideas — the perspective from 30,000 feet, instead of the nitty-gritty details that usually consume our days. (And this comes from a fellow who’s lived and breathed details, directing capital campaigns (not just consulting).)

I’m sure you know as well as I do that stepping back to take a look at the big picture is a high payoff activity. In fact, it’s one of the most important things you can be doing, especially right now in these unusual times.

So we’ll be doing a lot of it in these pages. (Hang on, it can be a wild ride!)

The Largest Contribution in Your History

You’re probably thinking … “Are you kidding? In this economy, the largest contribution ever?”

But wait a minute. Just imagine what it could do for you if this bold goal were on your horizon right now.

How important could this idea be to your future?

Here’s what I mean …

In and around every organization there’s a tacit agreement about how much money is appropriate for people to invest in it.

Some organizations routinely attract multi-million-dollar investments. For others, a hundred thousand dollars might be the largest they ever see. (And still others see much less.)

Whatever the number is, it becomes the worth of the organization.

Yes, the number of zeros translates to how people hold the importance of your cause, your prestige and scope — and the capabilities of your people.

Unfair as it may seem, a low number sets a ceiling. It often symbolizes a general sense of limitation and lack, which in turn restricts the possibilities that are available.

To break out of those restrictions — which I say are entirely arbitrary and self-imposed — you want to create a new understanding of your organization’s worth.

What does that most effectively?

The largest philanthropic investment the organization has ever received, that will do it.

And you can shape it to be even more — to be a transformative commitment.

When you give the donor a chance to articulate the message to be conveyed along with the money, the investment is filled with meaning. It becomes an explicit, tangible declaration of the donor’s values — who the donor is and what they stand for.

That’s the investment that publicly redefines the worth of the organization, raising the sights of all.

In these times, this kind of an act — a bold number combined with meaning — is even more potent than it would have been a couple of years ago. Its candlepower is intensified against a darker background.

See how this works in a 3-minute video interview with Bob Rogers, philanthropist and former Chairman of the Kauffman Foundation and Americorps.

How to Find the Stories That Inspire Others

More useful insights from my conversation with Judi Cantor, who facilitates philanthropic collaborations between donors and the likes of the Boston Symphony Orchestra, the American Museum of Natural History, and now the Children’s Museum of Boston (where she serves as VP for Development) …

We talked about how to find the stories that will inspire others. And she has lots of them …

I remember one woman who gave $500,000 for the organ at the symphony. We did it all over the phone. I didn’t even get to see her until I went to her home to thank her for it. Even over the phone, I could hear her being so excited about this gift.

When I finally met her, she was going blind. She could hardly see me. The first thing she did when she opened the door was hug me. She said, “We’re going to have a glass of wine.” I thought, “Oh my! You’re almost going blind. How are you going to do this?”

She ran to the refrigerator, found the bottle, opened it up, and poured two glasses flawlessly. She didn’t spill a drop because she was excited about the fact that they had done this.

I get this experience with all the major donors. It’s that they can do it. They really can do it.

It’s a passage in their lives. It’s so far beyond the notion that their giving is entertainment to make them feel good for a little while. It has changed their lives. It’s part of their biography.

Like you’ve said, Jim, it’s transformative.

Yes, it is, that’s the word. And harkening back to Judi’s love of biography, the beauty and privilege for us is that we get to be with a person and contribute to the next chapter that they will tell in their life’s story. Perhaps one of the most interesting and compelling chapters.

Against this backdrop, and when you hear Judi talk about the love of her work, it seems so superficial to think of this endeavor as simply “fundraising.”

The board can play an important part in creating an organizational culture that supports work like Judi’s. But often board service seems to become routine … or filled up with small stuff.

So I asked Judi about board members: “With all the speed, noise and everything else around, how do we facilitate the first step for them — slowing down so they can pay attention to something extraordinary?”

That’s going to take some extraordinary leadership. I really think it starts with a compelling story to get people quiet. I think you’re absolutely right. I think they need that moment of solitude to start delving within.

We want them to break the status quo of being just task-oriented. We want them to just stop and appreciate a story of what they make possible.

Exactly.

I asked, “What happens if you bring a story from the museum to one of the meetings and you start with it? Is the agenda considered to be too sacred and full to take the time for a story of something that happened last week that relates to the aims of the cause?”

I think we should tell stories like that. I have a wonderful story from one of our trustees. Every time I tell it, I get tearful. It’s such a simple, beautiful story.

I told her I wanted to hear it.

This is a trustee who is chair of our development committee. She is a ball of fire. She’s an amazing person. I asked her once how she really got involved with the museum. This was at a committee meeting.

She said, “I can’t tell you right now.” I said, “Why not?” She said, “I just can’t. I’ll tell you later.

We were alone, and she said, “I promised I’d tell you the story, so here goes.”

It was 9/11. She was beside herself. Every day, she realized that she was shaking with anger.

She had two small children. They were boys who were 4 and 5. She decided that she would take them to the museum. She sat down with them and started watching them play.

She realized that this wave of comfort came over her as she watched them play, be animated, share with each other, and do a lot of different things around the museum. She decided to bring them back every day.

She said that for three months, they came to the museum, and she would watch them. Then she would begin to watch other children and the way they acted with each other. She said that gave her hope for the future.

What’s interesting about that story is that I can’t tell it without tearing up and neither can she. It’s been nearly eight or nine years.

Will you let me know what it was like after you ask her if she’ll tell that story to a few people?

OK. That’s a great idea.

I wonder if that could be the catalyst that transforms the board experience because of it being her personal experience. That’s a question most people probably wouldn’t ask. “How did you get here?” What a powerful story that is, and she’s still living it.

Thank you.

That prompted me to ask Judi what she thought might be at the core of these kind of experiences — at the heart of her success. She went right to it without hesitation. It’s something that exudes from Judi, you can tell it just from her voice (and by the way, I’ve found that it’s something that can be learned).

You need a true appreciation for the person. The people from the three different stories I told you are such remarkable people. I appreciate these donors so much.

That word — appreciate — is such an important word. I appreciate the lives they’ve lived, the hardships they’ve been through, the frustrations they’ve felt, and the absolute joy they have when they make this gift. You told me this many years ago.

One of the most remarkable things in the world about being a fundraiser is when someone gives you a seven-figure gift, and they start thanking you. You say, “No, thank you.” They say, “No, thank you.”

You almost want to make a comedy of it because they’re thanking you, yet they are doing the giving. It gives them such a joy.

To experience that almost feels as if you’re being lifted by some kind of force.

There’s something that is not tangible. There’s something else present, a force of some kind. It’s something that’s beyond you and that person. There’s something else operating in that dynamic. It’s profound, isn’t it?

It really is profound. Everybody wants to toast the moment. It’s so exciting for them. I look back at the aha moment for the physician. He was so excited. It was so much fun to see him so excited that he was going to give away over $1 million. What can you say about that?

I want to put this caveat on what I’ve just said. That is that I’m not a person who’s happy all the time or anything. I certainly get depressed just like everybody else does. Having these experiences is just so wonderfully uplifting.

It really does stem from having been taught by you. You have to congratulate yourself on what you’ve done for so many people.

I told Judi how it’s absolutely amazing to me. It’s so profound that it’s hard to take it all in. I think of taking it in just about her, let alone even the people who were with us at that particular workshop. How you can transform your work into something that gives so much meaning for yourself because of giving to others.

(This is part two of my conversation with Judi. Catch up on the first part here.)

One of the Most Powerful Things You Can “Not Do”

I think you’ll be interested in a little story I just heard … about the surprising things that can happen when we stay grounded in our own sense of appreciation. (And when we don’t allow what’s going on around us to draw us off balance.)

I went out with a donor to talk, and I knew the guy was really p.o.’d. I wanted to see if the sort of logic that we use in the workshop would work.

It did.

I maintained my own appreciative, listening place — where I wasn’t trying to change or defend anything. He exhausted himself after about an hour and a half. Then he suddenly said, ‘I would give $200,000 for this over here.’

I thought, ‘What?!’

Resistance obviously represents concern and passion, not neutrality.

(This story was told to me by an “alum” who came to his second workshop with me a couple of weeks ago. At the time of his first workshop, several years ago, he’d just left his work as a venture capitalist to devote himself to the cause that’s central to his life … and that’s why he was meeting with this gentleman.)

For me, this is all about getting into, and staying in, that place of quiet power as much as we can, so we’re ready for whatever comes up.

I’ll bet that in your own life, if you think back, you’ll find times when attentive, appreciative silence has been one of the most powerful things you’ve done (or is it “not done”?).