5 Undeniable Truths of Successful Fundraising


Special online event – Thursday, February 20, 2014 – 7pm (EST)

Join Laura Waller-Miller as she hosts a discussion on what’s REALLY going on in your donors’ minds and why you are probably leaving money on the table every time you encounter them

FlameArtwork-field and sky (3)-coverEvery registered guest to this event will also receive FREE 1/2 hour one-on-one discussion with Laura to design a “first steps” action plan to raise more money, resources and volunteers for their non-profit organization.

Register for this FREE event at Eventbrite

Laura is the author of Unleashed Abundance –the Fundraiser’s Manifesto

Available in Kindle version at Amazon.com

Contact Laura at –Unleashed.abundance@gmail.com

Free, Electronic Bequest-Potential Calculator Unveiled

Are you reaching your potential? Michael Rosen has come up with a simple tool to calculate your potential . . . how much work do you have to do? His book, Donor-Centered Planned Gift Marketing is an outstanding resource. It is a guide for professionals to have LIFE conversations surrounding philanthropy – not just the (boring / confusing) mechanics of planned gifts. Check out his book and his blog post with the Bequest-Potential Calculator.

Michael J. Rosen's avatarMichael Rosen Says...

Smart fundraising professionals realize the value of understanding their nonprofit organization’s planned giving potential. Unfortunately, it has not always been easy to quantify that potential, until now.

Bequest Potential CalculatorCharities that do not have a planned giving program will want to know how much money their organization can raise through such a program before they decide whether a budget investment would be worthwhile.

Nonprofit organizations that already engage in planned giving will want to know whether their program is achieving all it can or if there is room for significant growth.

Nonprofit Chief Executive Officers, Chief Financial Officers, and board members, will want to know the potential of planned giving before they agree to invest scarce budget resources in a program to acquire planned gifts.

To help fundraising professionals gauge their organization’s planned giving potential, I included a “Bequest Potential Worksheet” in my award-winning book Donor-Centered Planned Gift Marketing. Now, I’ve collaborated…

View original post 204 more words

His Life’s Work Continues

root- portraitLaura Waller-Miller –Office of Gift Planning, The Ohio State University Foundation

In December 2011, I received a call from Carolyn Root.  It was a typical call for me:  Mrs. Root was calling to inform us that her husband had passed away recently, and his trust included a gift to Ohio State.  Over the next several months, I worked with Carolyn and her son-in-law, Tony Lush, to administer the gift.  I came to know them well, which is not amazing.  What is amazing is that I also came to know a man of remarkable integrity and dedication – the man was Darrell Root, Carolyn’s late husband. Even though I will never meet him face to face, I have had the privilege of learning about someone whose entire life reflected a deep commitment to people – especially children and those who teach them.

Dr. Root’s calling to education came early, as a teenager in Trenton, Ohio.  He earned a Bachelor’s degree in education from Miami University in 1950 and his Master’s and PhD from Ohio State later on.  Other than a brief term of service in Military Intelligence during the Korean Conflict, Dr. Root spent the next 60 years in establishing standards of excellence inside and outside the classroom.

Here is a sampling of his career accomplishments:

  • He was a math teacher, coach, principal and district superintendent.
  • He was project manager of the Ohio State Evaluation Center – the first of its kind in this country
  • With David Basarob of Motorola, he literally wrote the book on evaluating the effectiveness of corporate training programs
  • In his classes at the University of Dayton, Professor Root challenged every student to reach higher and further than ever before.
  • He never stopped thinking of ways to improve the professional development of school teachers – even contributing to establishing standards for evaluating e-learning programs as education moved into a new, modern phase.

There was one reason why he had such drive that resulted in a distinguished career – he loved children.  Dr. Root believed at the very core of his being that every child deserved to have not just an education – but a good education.  He wanted every teacher that entered his classroom at UD to leave it a better quality teacher; one that would return to his or her school with an undeniable focus on each student as an individual.  He taught by example – giving each student exactly what he or she needed so they could in turn do that with their own students.

Despite the many, many professional accomplishments he achieved, Dr. Root was a humble, self-effacing and modest person.  Many of his closest acquaintances had no idea what a leader he was in his field.  They simply knew a wonderfully bright, cheerful and kind man who cherished his close connections with others.

Dr. Root also valued family – he did not marry until late in life.  Carolyn always joked that Darrell married her for her grandchildren.  He was as warm, caring and supportive with her family as if they had been his all along.  They spent time on vacations in Florida and in beautiful Jackson, Wyoming.  He loved a party, and the family told me of the joyful times they shared over the 22 years they knew him.

Without a doubt, every one that met Dr. Root knew that he was a Buckeye – he said that Ohio State had given him the tools and opportunities to pursue his life calling, and he was grateful for that.  He saw it as an imperative that other educators be given the same opportunities he had so that leaders in education could continue to have influence and relevance into the future.  That is why he and his wife, Carolyn established the Darrell K. and Carolyn R. Root Endowed Scholarship.  Dr. and Mrs. Root gave not only during his lifetime.  Because they knew that a gap may exist at his passing, they made estate gift arrangements in the trust I mentioned earlier.  Ohio State and Miami University both received gifts, and many more inspired teachers and administrators will be changing education for the better in perpetuity.

Ralph Waldo Emerson defined success this way –

“ To laugh often and much- To win the respect of intelligent people and the affection of children – to earn the appreciation of honest critics – to appreciate beauty – to find the best in others.  To leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition – to know even one life has breathed easier because you have lived – this is to have succeeded.”

Darrell Root was a truly successful man.  While he was not a wealthy man, he gave us many gifts – the gift of laughter, of family, of friendship, and especially the gift of learning.  However, the ultimate gift he gave to us at Ohio State was the privilege of continuing his life’s work.  We are humbled by the honor.

Please share your thoughts:

What is your life’s work?   – What do you want to invest in that will outlive you?

Spray and pray fundraising strategies don’t work anymore

Spray and pray fundraising strategies don’t work anymore.

A great article on the “new normal”

The “spray and pray” approach was abandoned by smart businesses by the 1970s – so why have non-profits persisted even though the paradigm shifted ages ago?

-Thank you for reading the blog

-Laura

Success, Significance, Security

In this TED talk, Harvard Professor Clay Christensen asks :  How will you measure your life?

All of us in non-profit fundraising need to 1)ask this of ourselves and how we measure success in our organization and 2) ask it of our donors.

BOLD?  yes! – watch and please comment.  – Laura

Outstanding!

Here is a photo of the 2012 Honorees at the National Philanthropy Day Celebration in Columbus, Ohio last week:

2012 natl phil day honorees

On the far left is my friend and colleague at The Ohio State University, Cynthia Anderson (Outstanding Professional Fundraiser).

Greif, Inc., an Ohio company, was honored as Outstanding Large Corporation.  It was just announced this week that the Greif Packaging Charitable Trust has made funding available to The Ohio State University to join forces with the Global Health Delivery Partnership to establish a program for innovative healthcare training and delivery  in devleoping nations.  See full announcement here:http://medicalcenter.osu.edu/mediaroom/releases/Pages/Global-Healthcare-Grant.aspx

It’s great to be surrounded by outstanding people in the Central Ohio community that are dedicated to “making good work” at home and around the world!

Giving Tuesday

Black Friday, Small Business Saturday, Cyber Monday . . . didn’t shop at all this past weekend (except for a few groceries to feed my crew of teenagers).  However, I learned of a day that I could really get into:  Giving Tuesday.

I have a theory:  You will receive only what you FIRST give away.  That means, for example, if you want more business, give some of your business away (see The Go-Giver by Bob Burg & John David Mann.)  If you want more money, love, friends . . . give away money, love and yourSELF first and you will Imagesee an increase in those things.

So, here’s an opportunity to test this theory.

1) Find some things to give away today in honor of the special name . . . it doesn’t have to be big or a donation to a worthy non-profit (although that is encouraged, of course).  Find simple things, things that you already have . . . some examples:  Give someone your undivided attention for 10 minutes; share chocolate; be on the lookout for a colleague that’s having a rough day and give them a word of encouragement; buy lunch for your boss . . .  CHALLENGE – do something like this every day for the next 10 days.  Be as innovative and imaginative as you like.

2) Over the coming weeks, observe the affects of your giving and use this blog to post your comments.  Describe what you gave and what came back to you.  Another Theory:  what you receive will probably NOT come directly from the person / people you gave to.

Thank you for helping to test this theory.  I can’t wait to hear from you!

What are you doing when you feel most beautiful?

What are you doing when you feel most beautiful?.

A reblog of Jacqueline Novogratz’s post from earlier in November.  Acumen Fund is putting a new face on philanthropy and self-determination.  Funding entrepreneurs for community development all over the globe.  Want to see the highest level of the Golden Ladder of Giving?  This is it . . .

This will touch your heart and give you new perspective.

Charitable Giving and Tax Policy

The Partnership for Philanthropic Planning (PPP) represents the gift planning community in a coalition of nonprofits nationwide advocating support of the chartiable deduction.  Americans were generous long before there was even such as thing as income tax and even today does not affect the basic decision to give or not to give.  Nearly 70% of American taxpayers are not even itemizers, and thus receive no direct tax benefit from their giving. Tax policy also does not affect volunteerism (since you can’t receive a charitable deduction for your time). 

However, tax-favored charitable behavior does play a role in the timing, vehicle and amount of gifts.  If you are engaged with non-profits on any level – volunteer, board member, donor or staff  – it is critical that you understand how tax policy and government planning in general affect your choices and those of others that join with you to support the common good through those organizations.

To read an excellent summary of the importance of the “third sector” in our society and the benefits of good tax policy to support the sector, read the coalition’s position paper:

http://www.independentsector.org/uploads/Policy_PDFs/PrinciplesforPublicPolicyonCharitableGivingFinalBoard9-22-2012.pdf

I would also recommend two books by Claire Gaudiani for action-provoking inspiration:  The Greater Good and Daughters of the Declaration.

In the meantime – think about your long-term philanthropic plans:  Remember that ANYONE can be a philanthropist and can make a difference.

The 2012 Odysseus Award in Philanthropy

UPDATE – David Beebe passed away November 4, 2012 – his personal presence will be greatly missed, but his inspirational legacy of courage and love of mankind will continue in our hearts.

In September, I was honored to be able to tell the story of David & Carolyn Beebe in a short presentation at the 2012 Odysseus Awards, held at the Columbus Zoo & Aquarium:

The Work Is the Gift

David & Carolyn Beebe

The Odyssey is also known as “The Wanderings of Odysseus”, recounting how one man adapted to the challenges and sufferings in life to become an example of strength, generosity and courage.  A seemingly random sequence of tests, obstacles and frustrations becomes the life’s work of Odysseus, and in the end it enables him to benefit his family and his entire kingdom.

In the same way, David and Carolyn Beebe have dedicated themselves to working for the greater good, despite personal and physical obstacles.  In the process, they have shown us the way to build and sustain a legacy of authentic giving.   Their expressions of philanthropy are seen in not only through the sharing of wealth but also in sharing their wisdom and work.

David and Carolyn’s families can be traced back to the very beginnings of America and Ohio.  David’s family were among the first to settle Ohio after fighting in the American Revolution.  Thus, he and his brother have been accepted in the Sons of the American Revolution and the First Families of Ohio.  Clearly, David and Carolyn come from a long tradition of working to build communities.

David attended Ohio University and is a graduate of The Ohio State University and Capital Law School.  Carolyn chose teaching as her profession, graduating from Capital University and teaching young children for over 30 years.  David and Carolyn chose their professions so that they could make an impact every day.  As David expresses it – “I can help people in a meaningful way and make a living at the same time.  It’s wonderful.”

David entered a career in Trust advisory services, working at BancOhio, which later became National City and is now PNC Bank Trust.  He worked with clients to establish and implement long-term estate plans that included philanthropy.  One of the most notable families he assisted for many years were the Hartmans, who were innovators in agriculture and owned the massive farms south of Columbus.  Meeting the families and showing them the ways to continue to make a difference were the most rewarding aspects of the business for David.  He pursued this with such professional excellence, that he was recognized many times over by National City for his service to clients.  Because of David’s sage advice to client families, Columbus has many services and non-profit organizations that would otherwise be smaller or missing altogether.

            But David was not content to be alone in the estate and philanthropic advisory profession.  He shared his knowledge and understanding through his leadership in the Columbus Estate Planning Group.  This was a group of allied professionals in estate planning and philanthropy that included attorneys, trust officers, foundation and non-profit executives and financial advisors.  For many years the Columbus Estate Planning Group flourished under his guidance and energy.  He received many awards from them in recognition to his dedication, hard work and effective education of professionals engaged in advising individuals and families in philanthropy.

            David pursued his law degree and a career in Trust advisory despite the diagnosis of arthritis at age 21.  Pain and exhaustion are part of the disease, but David did not let it deter him.  In fact, he and Carolyn partnered to dedicate themselves to active participation in the fight against arthritis.  David has been a volunteer, donor and highly involved board member for the Arthritis Foundation.  David had served as chairman and President for many years and they have given thousands of hours of volunteer time for the cause.  Without David’s wisdom and work in action with the Arthritis Foundation, thousands of lives would be less abundant.  He has lead major capital campaigns for the Arthritis Foundation and tirelessly used his unique “call-to-action” skills to inspire personal friends and professional colleagues to join the cause for research and treatment of arthritis.   Indeed, his work has been so important and significant to the cause, that he received the National Volunteer Service Award and the Jerry Walsh Courage award from the Arthritis Foundation.  David and Carolyn have been truly dedicated to making lives more rewarding and healthy. 

            As if that were not enough, David also has been highly active in Lutheran Social Services of Central Ohio.  He served for many years on their board and, again, was an active volunteer.  One of his special projects was volunteering at Faith Mission.  He says that volunteering to serve the people at Faith Mission has been one of the most rewarding activities of his life.

            Clearly, whether in the classroom, the office, the boardroom or the back streets of Columbus, David and Carolyn have been busy throughout their lives to encourage, build, strengthen and grow the community.  They are always looking for a way to put their values of courage, loyalty and generosity into action.  They give with their whole hearts and encourage others to do the same.  David says that volunteering is especially rewarding – he highly recommends it as a way to be happy; saying that you will never be sorry – receiving much more than you give.

            David and Carolyn believe strongly in providing financially for the causes and organizations that they value and promote.  They give faithfully to the Arthritis Foundation and Lutheran Social Services.  They also are strong supporters of the Columbus Museum of Art, Franklin Park Conservatory, their church and their alma maters.   For instance, they recently donated the funds for their church to purchase trumpets for the organ so that Sunday worship services can be an expression of glorious beauty.

Beyond gifts during their lifetime, David and Carolyn also feel it is important to support those same causes well into the future, even if they will not be there to see it.  They recognize that the organizations we support during our lifetimes can be left with a serious gap upon our passing.  Not only will our personal presence be missing, but our economic support could disappear as well.  David and Carolyn believe that prudently making arrangements for those organizations in estate plans could prevent staff reductions and reduced services, especially if we have been a significant contributor and advocate in the past.  In this way, the Beebes know that we can make an expression of love and dedication to others, even for those whom we will never meet.

 

Philanthropy means love of mankind.  For David and Carolyn Beebe, love is not an emotion – it is an act of will.  The Beebes have served others with grace and love despite the challenges in their lives.  Their work has been their chosen vehicle of philanthropy.  It has truly been “love in action” – they are not content to watch but actively participate in the success of the organizations and causes to which they are devoted.  They have encouraged and inspired those who know them.  They have given of their wealth, wisdom and life’s work to improve lives and make a difference.  Their life is one of dedicated love of mankind with personal sacrifice.   Because of their inspiration, Waller Financial Planning Group is honored to recognize David and Carolyn Beebe as the recipients of 2012 Odysseus Award in Philanthropy.