Showing posts with label development. Show all posts
Showing posts with label development. Show all posts

3 February 2021

"ACTIVATING THE PEOPLE WHO CARE THE MOST": IN CONVERSATION WITH FUNDRAISING CONSULTANT CINDY WAGMAN

(Fun)draising | Samantha Summers


Fundraising expert Cindy Wagman is the founder and CEO of The Good Partnership, a fundraising consultancy which helps small non-profits achieve their fundraising goals. She brings a BA in Women's Studies from Queen's University, an MBA from the Rotman School at the University of Toronto, and over fifteen years of fundraising experience to work with her every day.

Cindy has learned that fundraising is all about relationships and collaboration. (Photo source.)

How did you come to start The Good Partnership?

I was approached by an organization to run a capital campaign for them, and was able to negotiate that I could do that role as a consultant rather than as a staff person. That was when I looked at what I wanted and where I was in my career and thought, “Oh, I could start a consulting business!” I was able to negotiate that, and then from there really figured out how to grow the company. I knew I wanted to work with small organizations. I think they’re doing really interesting work, and it evolved quite organically based on our learning and our work with our clients. I didn’t really know where I wanted it to go, but I’m happy with where we are. 

For so many of the people in the program that I’m in, when you talk museum fundraising, people think the ROM, the National Gallery, the big ones. The reality is that the vast majority of museums are small heritage sites. 

That’s where our sweet spot is. No other consultants really serve them in a meaningful way, and the kind of support small organizations need is fundamentally different from what most consultants do. Most consultants give advice and walk away, whereas we specialize in implementation. It’s like having a staff person with you. We work with a lot of arts and cultural based organizations. Some are museums, some are hybrids where they’re site-based and festival-based. There’s so much diversity within the sector. There are 86,000 registered charities in Canada. 80% of them have operating budgets under half a million. Most organizations are small, we just don’t know about them. 

What in your perspective is the biggest misconception non-fundraisers have about fundraisers?

What I hear from non-fundraisers all the time is that fundraising is icky, it’s begging. They have this perception that fundraising is about taking money away from people who don’t want to give it away. That’s the opposite of what fundraising is. Fundraising is really about activating the people who care the most and giving them an opportunity to invest in things that excite them, and to envision the future that they want to build. That’s the biggest misconception, just that people don’t want to give, therefore fundraisers are bad people. People want to give, they want to support, they care about organizations and they want to see them be successful. All of the people who aren’t “chosen fundraisers,” they all say, “I’m not a fundraiser, I don’t know how to fundraise, I’m not a good fundraiser.” Part of it is that money is taboo, we aren’t supposed to talk about it. Mostly it’s because there’s this myth that people don’t want to give, and that’s just not true. People need to hear directly from donors to understand that fundraising is community-building and mobilizing support. If you can do that successfully with volunteers and board members who are non-fundraisers, you can get them much more on board and more excited. I also think part of the problem is that so many small organizations have been unsuccessful with fundraising. Not only do they not want to do it in the first place, but then they try so hard and get no results. It’s a cycle, and part of it is our brain saying, “We’re not good at this, and our results aren’t going to be good.” It’s a cycle I’m on a mission to break, and to get people to feel good about fundraising so it can build and grow on itself. 

The number one trait it takes to be a successful fundraiser? According to Cindy, it's curiosity. (Image source.)


What personality traits does it take to be a successful fundraiser?

There’s one thing that makes for an excellent fundraiser: curiosity. What people perceive to be fundraising is pitching. Elevator pitch, corporate pitch, talking at people. Good fundraising is the art of listening. It’s hearing from people why they care, and giving them options to take action on that by supporting the organization. Introvert, extrovert, all of those things don’t matter. People have different styles. Authenticity and curiosity are the two biggest, most important character traits. It’s really about how you uncover what the true opportunities for support are. You also need to be curious about the programs. You need to listen to your curators. Be curious about everyone you’re interacting with, because then you get to see a much bigger picture and you can connect people with what you care about. It’s something every good fundraiser needs to be skilled at. I haven’t come across any evidence to say that it’s something we don’t have innately. What it requires is stepping back from our preconceived notions about pitching and presenting and turning that into listening, and everyone has that capability. 

At the end of the day, fundraising is relationship building, it’s customer service, and being able to say, “What is interesting to this patron? Let’s connect them to the right person,” rather than saying, “Here’s what we’ve got. Donate.” 

There are archetypes of what I call “reluctant fundraisers.” There’s consistency in personality archetypes in these people who say, “I’m not a fundraiser, I can’t fundraise, I don’t want to fundraise.” An example is what I call “The Perfectionist.” Often I see this with programming staff or board members who are saddled with fundraising who are very good at what they do, but don’t want to fundraise. What happens with the perfectionists is they seek more and more information, but they never take action. The best way to learn something is to practice it. What I encourage for those people is not to worry about the end, not to think about the ask. Flex those listening muscles. That’s how you’ll learn and get comfortable talking with donors. From there you can build your capacity to have the conversations, and become a “doer.”

Let’s assume someone is put into a fundraising role, perhaps as a larger role, where can they start? What are those key pieces of information you need before you can get going?

Start by listening to donors. Go through that donor list, reach out to as many of them as you humanly can, and ask for feedback and advice. You want to get to know them. We do that without exception, because I think that’s the number one consideration to having a good fundraising strategy and being successful in fundraising. You have to know your donors and understand who is already at the table. Once you do that, the rest comes. 

Learn more about The Good Partnership by visiting their website, and find out which fundraising archetype you are by taking Cindy's self-evaluation quiz

19 February 2020

THE UNCONVENTIONAL FUNDRAISER

(Fun)draising | Samantha Summers

Well, Musers and shakers, I come to you today hat in hand. Between work, school, and finding an internship, I did not have time to interview anybody this month for (Fun)draising. Fear not, however; as the wisdom goes, whenever you don’t have an article ready, write a listicle. It is in this spirit of last-minuteness (hello, midterms) that I humbly present The Unconventional Fundraiser.

I am often asked how I see my degree in museum studies being practical in a fundraising scenario, especially considering there are degrees and programs specifically designed to prepare people for a career in fundraising. I usually respond by saying that museum studies is about learning to tell a story that matters in a way that makes sense, and what is fundraising if not telling a story that matters in a way that makes sense to a potential donor? Rarely, however, do I hear my fellow museum studies colleagues (and professors) asking about the relationship between fundraising and their future museum careers. It is uncommon in this program to turn the popular understanding that fundraising supports museums on its head, and to ask instead how museums can support fundraising. Enter: this month’s column.

I have written before of my view that the Master of Museum Studies program doesn’t give enough attention to fundraising and development. Despite the fact that development initiatives will impact nearly every student who leaves this program and gets work in the field, many students are left unaware of their relationship to this facet of museum operations. But folks, one day you will all have to fundraise, whether it’s in your job description or not. Just as it isn’t just the collection manager who is interested in preventing items from breaking, maintaining the financial stability of an institution is (directly or otherwise) everyone’s business.

Unconvinced? Or perhaps sick at the thought? I present to you this quick and dirty guide illustrating the relationship between fundraising and nine popular museum careers, to demonstrate that you, too, are a development professional.

This is what administration looks like in action. (Source.)

Administration
How fundraising impacts you: Lots of your work includes processing donations, creating documents and contracts for donors, and arranging events to celebrate donors.
How you fundraise: You provide the foundation on which fundraising happens, and do lots of the technical work (room bookings, contract creation, tax receipt issuing) which allows your institution to process donations. Also, many institutions will house their development team within the administration.

Archivist/Librarian
How fundraising impacts you: Donors are sources of support for your archive or library, and in some cases may even give you material to add to your collection. As archives and libraries are often small in museum institutions and largely underfunded, you rely on donors for a good deal of your budget.
How you fundraise: Fundraising campaigns will often turn to institutional archives and libraries to find information and images for use in campaign materials, which you supply. Furthermore, you may be asked to show donors or potential donors around your workspace, to show them items from the archive, or to work with them in donating their own archival material when relevant.

Collections Manager
How fundraising impacts you: Fundraising helps support building operations, which impact your ability to care for your collection. Furthermore, donors may gift objects to your institution, increasing the size of your collection.
How you fundraise: As collections manager you work with material donors frequently, meaning that you already have established relationships with individuals who are invested in supporting your institution. It isn’t uncommon for that interest to be translated into a financial investment, so maintaining those relationships even after an individual material donation is key.

Welcome to communications. You live on your phone. (Source.)

Communications Manager
How fundraising impacts you: Fundraising is central to your role. Reaching out to new communities and communicating messages about events and promotions is all part of fundraising.
How you fundraise: Every new person and community you reach means a pool of new potential donors. Furthermore, lots of the messages you circulate will be very literally to do with fundraising through the advertising of things like donor drives.

Conservator
How fundraising impacts you: Not only does donor money help you get all the materials and equipment you need to conserve the items you work with, once in a while you might get a massive donation of conservation materials from a donor (as was the case for the John M. Kelly Library conservation studio last year, when I worked there and a local bookbinder donated literally all of his bookbinding materials to the studio).
How you fundraise: Keeping artifacts looking their best makes the institution look its best, which will help attract donors. More science-inclined donors may also want a chance to visit your lab, which will mean meeting with them and showing them around.

Curator
How fundraising impacts you: Your exhibitions are often supported with funding from corporate sponsors, if not individual donors. Without this financial support your exhibition team would be smaller and you would have a smaller budget for loans and acquisitions in support of your latest exhibition.
How you fundraise: You may be required to provide personal guided experiences of your exhibitions for donors and potential donors will be attracted to your dynamic, engaging exhibitions. Every single person who steps into your exhibition space is a potential donor, and your exhibition can make or break their decision to support your institution.

In education, you will spend a lot of time with tour groups (like this one!). (Source.)

Education
How fundraising impacts you: Donor financing is behind a lot of the programs you run, and if you feel like thinking a bit more abstractly, all those volunteers you manage are donating the value of their time.
How you fundraise: Your programs speak to the priorities of the institution, giving potential donors an idea of how their own priorities might fit into your institution’s vision. You might be asked to arrange tours, workshops, and talks for donors.

Front of House
How fundraising impacts you: You staff fundraising events, and have to know all about what is happening at the museum at all times to ensure a smooth visitor experience.
How you fundraise: From helping people sign up for memberships and patron programs to operating the gift shop, every interaction you have with visitors is an opportunity to increase income.

Management
How fundraising impacts you: Donors are a major part of your community, with many of them sitting on the Board with which you work. A solid portion (approximately ⅓ in a standard Ontario museum) of your operating budget comes from donors.
How you fundraise: A good chunk of your work involves meeting and developing relationships with important donors and sponsors. This ranges from inviting them to events to inviting them for private dinners with members of your staff whose work is of interest to the donor.

Still unconvinced? Or did I miss your future career, and you want to know how it fits into fundraising? Drop me a line @medievalist_sam on Twitter and let’s chat.