Putting it all together, maybe the most important thing Sohini and I learned from fundraisers as we were researching Steal This Idea! (and as Sohini has worked with them over the past two decades) is: don’t get lazy.
And it’s really easy to do that, particularly if you’re organization is not in crisis. And many associations are NOT in crisis. According to the 2017 edition of the Marketing General Membership Marketing Benchmarking Report, nearly three-quarters of associations who responded are either holding steady or increasing membership. Renewal rates are generally solid. Participation in programs, products, and services – particularly white-label social networks, virtual and in-person event attendance, and credentialing programs – remains robust.
“If it ain’t broke, don’t fix it,” right?
Well, no. To quote the whitepaper:
It’s easy to get lazy. We urge you and your team not to, though..The association industry’s operating landscape is shifting rapidly and in unpredictable ways…That’s why it’s important, at least at times, to turn outside the industry to see what other organizations are doing to attract audiences, particularly younger audiences; to build relationships with those audiences on their terms, not the organization’s terms; and to recognize their contributions equitably and make people feel known, heard, special, and appreciated.
Just about every association I know of is struggling to recruit younger members (aka Millennials).
Part of the reason for that is that we’re erecting barriers to entry rather than removing them.
What’s required to be considered part of your association’s community? A certain degree? A license? A certification? MONEY?
Those are all barriers to entry that a young person may not be able to clear – at least not yet. What you’re telling them, in effect, is: “You are not welcome here.”
No wonder, when they can clear or have cleared those barriers, they aren’t returning. You made them feel unwelcome right when they needed you, when they were new in their careers, when they didn’t have an established network, when they needed a job. You turned them away. And for what? A few bucks?
Fundraising organizations know that if they can establish a relationship and loyalty up front, the dollars will come. Even if they don’t, those committed young fans will contribute in all sorts of valuable ways: volunteering to help with the mission-driven work of the organization, recruiting other supporters, amplifying messages and stories online and on social media.
Learn more about how fundraising organizations create alternate entry points to belonging and how associations can adapt their methods in the latest Spark whitepaper, Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations freely available for download at https://bit.ly/3eu6ntm. Pay special attention to the stories of the Capital Area Food Bank and the CFA Society of Minnesota on pages 28-31.
One of the great things about being a consultant is that we get to tell people when their baby is ugly without them getting mad at us – hey, they’re PAYING us to tell them when their baby is ugly.
Well, your (campaign) baby is ugly.
But it’s not your fault!
Marketing automation makes it easy for us to “set it and forget it!”
You set up the campaign, and your AMS and automation software run in the background, sending notices out on time and to everyone who still hasn’t renewed/registered for the meeting/bought the webinar or book.
But those highly automated campaigns aren’t compelling. They don’t tell a story. They aren’t personal. They don’t make a connection. Because of that, they often don’t live up to expectations.
Fundraisers are experts at doing all of those things. They have to be. They’re not asking for people to give them money to get a direct personal benefit (a membership, a conference experience, professional development, knowledge). They’re asking people to give them money for some sort of greater good. And they do it really well.
How? Is it magic? Do you have to know the secret Association of Fundraising Professionals handshake?
You do not – you, too, can run a compelling, visually-arresting, emotionally- motivating, effective campaign. Find out how in the latest Spark whitepaper, Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations freely available for download at https://bit.ly/3eu6ntm. Pay special attention to the interview with Shonali Burke on the three keys to effective campaigns on pages 8-10, the sidebar by John Haydon on using social media effectively to promote your campaigns, and to the stories of CompTIA and New Endeavors by Women on pages 19-22.
In the association world, we tend to want to treat all our members equally: nobody is more important or special than anyone else. That’s a noble impulse and helpful, up to point. After all, you don’t want your association to seem cliquish, or for any member to feel like there’s no place for her, like the association doesn’t respect or value her.
But only up to a point.
Because the fact of the matter is, some members ARE more important or more special than others. Some members only date your association casually and then move on. Some make significant, long-term commitments. Those two types of members are not equally valuable.
The challenge is to recognize ALL kinds of members and ALL levels of contribution and relationship appropriately, while still making everyone feel welcome in your community. That is, to treat people equitably rather than equally.
If there’s one thing I’ve learned in the past 20 years, it’s that associations don’t always have all the answers. We definitely have some major advantages, not the least of which is that we are highly cooperative and collaborative, not least of which because there’s not a lot of intra-industry competition (i.e., the AICPA and the American Nurses Association have basically zero overlap in audiences). But there are some areas where we lag, and where other industries, say charitable fundraisers, do things better than we do.
That’s the topic of the latest Spark whitepaper, Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations. Written with Sohini Baliga, a communications expert from the charitable fundraising world who’s recently come over to the association side of non-profits, Steal Like a Fundraiser addresses three major areas where charities are innovating and shares their secrets of success:
Building relationships with donors at all levels, with a special focus on major donors, and how that relates to membership relationship building and management
Creating and running outstanding campaigns
Attracting Millennial/young professional supporters
I’ll be blogging about the whitepaper for the rest of the week, highlighting some key findings and action steps you can take, but in the meantime, I invite you to download your free copy at https://bit.ly/3eu6ntm – we don’t collect any data on you to get it, and you won’t end up on some mailing list you didn’t ask for. We just use the bit.ly as an easy mechanism to count the number of times it’s been downloaded.
And don’t forget to check out the other FREE Spark whitepapers, too:
Attention Doesn’t Scale: The Role of Content Curation in Membership Associations (with Jeff De Cagna, FRSA, FASAE), available at http://bit.ly/WVpP4a
Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations (co-authored with Peter Houstle), available at http://bit.ly/1jwXcDX
Leading Engagement from the Outside-In: Become an Indispensable Partner in Your Members’ Success (co-authored with Anna Caraveli, PhD), available at http://bit.ly/1GPNUM6
Did you miss the July 12 webinar my Include Is a Verb co-author Sherry Marts and I presented for the Wild Apricot Experts series on living your talk on D+I? Never fear! The recording is now available:
Sherry and I got to as many questions as we could in the sidebar chat during the webinar, but as usual, we missed a few, so we’re answering them below:
Question: When holding a free public event, do you post a code of conduct? We have kid friendly “Core Values,” and I wonder if posting that would promote a safer environment.
EWE (addressed during the chat):It might not cover every situation you might want to try to address, but it certainly can’t hurt.
SM (more complete answer):Yes, definitely. Something short and simple, along the lines of:
[Organization] is committed to ensuring a safe and welcoming environment for all participants at [event]. We expect all participants at [event] to abide by this Code of Conduct in all venues at [event], including ancillary events and official and unofficial social gatherings.
Exercise consideration and respect in your speech and actions.
Refrain from demeaning, discriminatory, or harassing behavior and speech.
Be mindful of your surroundings and of your fellow participants.
Alert community leaders if you notice a dangerous situation, someone in distress, or violations of this Code of Conduct, even if they seem inconsequential.
IF YOU ARE BEING HARASSED, NOTICE THAT SOMEONE ELSE IS BEING HARASSED, OR HAVE ANY OTHER CONCERNS, CONTACT [NAME] AT [CONTACT INFORMATION]. [Alternatively: PLEASE CONTACT A MEMBER OF THE [organization] STAFF IMMEDIATELY. Staff can be identified by [clothing, name badges, or other way to ID staff]. All reports are confidential.
Question: One thing to consider – while harassment is most frequently men harassing women, using language that presumes that may make men or nonbinary people uncomfortable coming forward. Also, gender isn’t binary – language like ‘men and women’ can make nonbinary people feel invisible / excluded.
SM: Yes, all of that is true. However, it becomes really awkward and clumsy to try to address all possible combinations of target/harasser each time one is talking about a harassment situation. And harassment is about 85-90% men harassing women, so that ends up being the simplest way to present it. When I do longer (i.e. two-four hours) workshops, I do talk about other harassment scenarios, gender identity, etc.
And, frankly, when it comes to talking about this stuff, I really am not concerned about making sure the men present are comfortable. I’d prefer it if they were just a wee bit uncomfortable.
EWE: While using gender-neutral language is overall a good practice, as Sherry points out, meeting harassment is largely a gendered problem. In my view, it’s a case where obscuring the role of gender is not only not helpful to solving the problem, it actively works against our ability to address it.
Question: Is it considered patronizing to seek diversity by offering to pay that board member’s financial obligation? Or do you change the obligation to “give or get” a specific amount?
(Seeing as we’re writing for an association crowd here, a bit of explanation might be in order. In fundraising organizations, it’s common for board service to come with a financial obligation. Each board member is required to contribute a certain (usually significant) amount of money to the organization each year of her board service. This obviously restricts your pool of candidates, which can make diversifying your board difficult. Blue Avocado has a good piece that explains this conundrum in more detail.)
EWE: Yes, finding alternate ways for your board members to meet their financial obligation is important to board diversity. The “give or get” method is one way of doing that (in which your board member either needs to GIVE the amount specified herself or GET other donor/s to give that amount). You can also think about non-financial ways a board member could make significant contributions to the health of the organization, for instance, by putting in significant time nurturing relationships with major donors, by providing services or goods the organization needs, etc.
SM: Yes, it is worth considering whether it is a barrier to diversifying your Board membership. Ask:
Why do we have this obligation?
What strategic goal does this serve?
What else could serve this goal without putting a financial burden on Board members?
I know some organizations expect Board members to pay their own travel to meetings. One organization I worked with changed that to offer to reimburse Board members for travel, and those who could afford to pay it could submit their reimbursement form and indicate that they did not want to be paid back, and that this was an “in-kind” donation to the organization. It worked well, no one (other than the admin and accounting staff) knew who paid and who was paid for.
I have heard of the “give or get” policy that requires Board members to either donate or solicit donations. Again, if there is an amount specified that could be a barrier to participation. If it is as “give or get, within your means” with the actual amount determined by each Board member, that could go a long way to lowering the barrier. The Board could also establishe a policy for waiving the “give or get” requirement, and ask staff to implement it, so that individual Board members don’t know who gives, how much is given, and who gets a waiver. I know some funders look for “100% participation” by Board members (i.e. everyone has donated or solicited a donation), but they don’t ask amounts, so if a Board member gives $1.00 that counts.
The bottom line is that IF the organization is truly committed to D&I, THEN they may have to alter their expectations/requirements of Board members, outside of the legal and fiduciary duties (i.e. yes, they have to show up for and contribute to discussions at meetings, pay attention to financials, and serve on committees and do all the other functions of a Board member). They may have to do some budget re-arranging to reach their D&I goals.
Finally, there is one question that has come up frequently with regards to this whole process: Is it appropriate for two white women to even be talking about diversity and inclusion, much less profiting off doing so?
First, let me address the “profiting” bit. No profit. In fact, cost. All the Spark whitepapers are freely offered to the nonprofit community (I don’t even ask for contact information to put people on a mailing list to download them). No one pays me and my various contributors for our contributions (no sponsors or anything). In fact, most of my co-authors have been, like me, sole practitioner (or small business) consultants, so the time that we put into creating these resources is an opportunity cost, consuming what could otherwise be billable time invested in clients. Additionally, we pay out of pocket for copy editing and layout. And we give our time freely to do things to promote the whitepapers like guest blogging, article writing, and webinars.
Secondly, yes, we are both white. But as Sherry has pointed out, when you’re part of the in-group you stand a better chance of getting other in-groupers to listen to you, e.g. when men call out other men on their harassment, or white people call out other white people on their racism. (Joe Gerstandt, one of our contributors, makes this point in his work as well.)
Also, of course, the two co-authors aren’t the only people who worked on this project. We had a total of 12 contributors. Of those:
Five are people of color
Five are LGBT people
Three are adherents of minority religions
Two are people with disabilities
One is a veteran
And, not to miss the thing staring us in the face, eight are women
It’s important to be aware of the places where we’re each privileged, and to work to use that privilege to be and create the change we want to see in the world. Or, as Sherry put it: “We did this as a way to contribute to co-creating the kind of world we want to live in.”
Does your organization have a compelling statement on diversity and inclusion that doesn’t seem to be reflected in your day to day operations? Don’t worry – lots of organizations face the same challenge.
Join Sherry Marts (S*Marts Consulting) and me for a FREE webinar (thanks to our host/sponsor Wild Apricot) Wednesday, July 12 at 2 pm ET to to learn how to move your organization from talk to action when it comes to authentic diversity and inclusion (D+I).
The webinar content will be based on our recently-released whitepaper Include Is a Verb, which is also free to download.
In the webinar, you’ll learn:
The barriers that stand between words and action on D+I
How to lead D+I change with the audiences you serve
Concrete steps you can take to have an immediate, positive impact on D+I in your organization
Register now. (Interested but can’t make the live event? Register anyway to be sent the recording afterwards.)
For those of us who are “on the bus” on the value of genuine diversity and inclusion, this is the crux of the matter: how do we effectively walk our talk on D+I?
We have to work from the inside out, starting with our own selves, taking steps to uncover and combat our implicit biases, understanding where we do – and do not – have privilege, and answering the question “Now that I know, what will I do?”
To quote Include Is a Verb:
That is, how will you move from unconscious reaction to conscious responsibility? How will you use your privileges to help others and, at the same time, let them use theirs to help you in areas where you lack privilege?
Only then can we begin to move outward, to working on our associations as workplaces, then to our boards of directors and other volunteer leaders, then to our members, then to the professions and industries we serve.
I’d like to conclude this week’s focus on Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion with another quote from the whitepaper:
There’s a poem that begins, “When I was a young man, I wanted to change the world.” As the man relating the parable lives his life, he realizes that was too grand a goal. He scales back to changing his nation, only to recognize that, too, as too grand a project. So he decides to focus on his town, and then his family. By the time he’s an old man, he realizes that the only thing he can change, the only thing he can control, is himself, but that when you change yourself, that impacts the people around you, and the people around them, and through that, you can change your nation and the world.
Start there. Pick one thing to change in yourself. Then think about one thing you can work on in your workplace with your colleagues. Then identify one program your association o ers that you can enlist your volunteers and members to help you transform. Small steps will add up to big shifts over time.
My co-author Sherry Marts and whitepaper contributors Joe Gerstandt and Jess Pettitt will be joining KiKi L’Italien for an Association Chat focused on Include Is a Verb on Tuesday, July 11 at 2 pm. You can register here.
And, of course, don’t forget to download the whitepaper itself at http://bit.ly/2peWwP0. It includes interviews with a DELP mentor/scholar team (Shawn Boynes and Desirée Knight) and with Cie Armtead, the current chair of ASAE’s D+I committee; sidebars from noted D+I experts Jessica Pettitt, Joan Eisenstodt, and Joe Gerstandt; and case studies of three associations that are doing outstanding D+I work for the audiences they serve (the Association for Women in Science, the Entomological Society of America, and the Geological Society of America).
Beautiful statements and a handful of ghettoized programs don’t fundamentally change behavior.
We create “goals” that are not actionable and have no measures attached.
Every single person has implicit biases – sometimes against things that they themselves are – and we don’t do enough to combat them.
Mandatory training tends to bring out our inner misanthropic teenager: “You’re not the boss of me!”
Fortunately, there are proven strategies to combat all of these problems, one of which is consciously training yourself to be an ally.
What is an ally? To quote Jessica Pettitt’s sidebar on allyship:
An ally supports the struggles of a historically underrepresented group even though she is not personally a member of that group.
Becoming one involves doing work on oneself and then reaching out to engage in advocacy and agency, and her sidebar includes details of how to go about all those things.
Most of the focus on diversity and inclusion in the for-profit world is on staff and, to a lesser degree, boards of directors (which, of course, only some for-profit companies have).
The association operating environment is much more multi-layered.
Of course, we also have staff teams and boards of directors. But associations have very different relationships with our boards than for-profit companies do. Although our members are also our customers, the membership relationship is vastly more complex than the consumer relationship. We also have relationships with – and responsibilities to – the professions and industries we serve for which there is no parallel in the for-profit world.
The Association for Women in Science has successfully navigated the transition from a largely homogenous board of directors to one that is truly inclusive, while also avoiding the trap of tokenism.
The Entomological Society of America has created a strong code of conduct for their events that not only aims to reduce instances of harassment at events but also provides a concrete action plan for dealing with them appropriately when they do occur.
The Geological Society of America has responded creatively to the dual imperatives to recruit more people into the field and to increase the diversity of those recruits.
