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Building a Culture of
Philanthropy: Your Work
Through a 

Fundraising Lens
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https://bloomerang.co/demo/video
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Our guest presenter »
Lani Hart
@GivingTreeAssoc
• Senior Associate Consultant at 

Giving Tree Associates
• 10+ years of nonprofit experience
in philanthropy, social
entrepreneurship and leadership
development
• Assistant Director of Talent
Acquisition for The Jewish
Federations of North America,
Assistant Director of Young
Leadership at The Jewish
Federation of Greater Washington
Building a Culture of
Philanthropy
Your	
  Work	
  through	
  a	
  Fundraising	
  Lens	
  
Lani Hart
Senior Associate Consultant
2	
  
ABOUT GIVING TREE ASSOCIATES
Culture	
  of	
  charity	
  vs.	
  culture	
  of	
  
philanthropy	
  
Define	
  a	
  Culture	
  of	
  Philanthropy	
  
Leadership,	
  systems	
  and	
  
opportuni>es	
  
Ten	
  Key	
  Characteris7cs	
  
Align,	
  understand	
  and	
  lead	
  
Role	
  of	
  the	
  Board	
  
How	
  to	
  start	
  today	
  
Easy	
  Steps	
  to	
  Follow	
  
Q&A	
  
3	
  
AGENDA
Where is your
organization?
5	
  
41%	
  
50%	
  
20%	
  
14%	
  
Respondents	
  felt	
  their	
  organiza>on	
  
does	
  not	
  have	
  a	
  culture	
  of	
  
philanthropy	
  
Execu>ves	
  “strongly	
  agreed”	
  that	
  
they	
  had	
  a	
  culture	
  of	
  philanthropy,	
  
compared	
  to	
  12%	
  of	
  development	
  
directors	
  
Larger	
  nonprofit	
  organiza>ons	
  
reported	
  that	
  they	
  lacked	
  a	
  culture,	
  
compared	
  to	
  38%	
  of	
  smaller	
  
organiza>ons	
  	
  
Development	
  Directors	
  dislike	
  asking	
  
for	
  money,	
  while	
  18%	
  of	
  execu>ve	
  
directors	
  feel	
  the	
  same	
  way.	
  
Source: Under Developed: A National Study of Challenges Facing Nonprofit Fundraising
Nonprofit Views on Culture of
Philanthropy
“Culture of Philanthropy refers to a set
of organizational values and practices
that support and nurture development
within an organization.”
Jeanne	
  Bell	
  and	
  Marla	
  Cornelius	
  	
  -­‐	
  CompassPoint	
  	
  
6	
  
Defining
Fundraising
01	
   Transac7onal	
  
Once	
  a	
  year	
  
	
  
One-­‐Step	
  
	
  
One-­‐Ask	
  
	
  
One-­‐Dimensional	
  
	
  
Contact	
  
02	
   Rela7onship	
  Based	
  
Year	
  round	
  
	
  
Gradual	
  
	
  
Open-­‐Ended	
  
	
  
Mul>-­‐Dimensional	
  
	
  
Process	
  
Culture	
  of	
  Charity:	
  
•  Passively	
  receive	
  giZs	
  
•  Focus	
  on	
  fundraising	
  transac>ons	
  
•  Short-­‐term,	
  fiscal	
  year	
  based	
  
organiza>onal	
  needs	
  
	
  
Culture	
  of	
  Philanthropy:	
  
•  Ac>vely	
  pursue	
  philanthropic	
  
investments	
  
•  Transforma>onal	
  events	
  
•  Longer-­‐term	
  societal	
  needs	
  
8	
  
What	
  is	
  the	
  difference	
  between	
  
a	
  culture	
  of	
  philanthropy	
  vs.	
  
culture	
  of	
  charity?	
  
Building a Culture
of Philanthropy
Defining Culture
Attitudes
9	
  
Beliefs
Behaviors
Fund	
  development	
  valued	
  
as	
  mission	
  aligned	
  program	
  	
  
Shared	
  accountability	
  for	
  
fundraising	
  	
  
Systems	
  and	
  technologies	
  
support	
  donors	
  
Demonstrated,	
  ar7culated	
  
need	
  for	
  support	
  
10	
  
Key Characteristics
Culture of Philanthropy
Clear	
  and	
  concise	
  mission	
  
and	
  vision	
  
Engaged	
  professional	
  and	
  
lay	
  leadership	
  	
  
Quality	
  programming/	
  
reputa7on	
  of	
  leadership	
  	
  
Commitment	
  to	
  dialogue	
  
and	
  stewardship	
  
	
  
Donors	
  with	
  capacity	
  and	
  
interest	
  
Opportuni7es	
  for	
  
engagement	
  
11	
  
Key Characteristics
Culture of Philanthropy
Understand	
  their	
  role	
  in	
  building	
  
culture	
  
Can	
  ar>culate	
  case	
  for	
  
support	
  
	
  
Lead	
  by	
  example	
  Confirm	
  importance	
  of	
  fundraising	
  
Align	
  advancement	
  goals	
  
with	
  strategic	
  direc>on	
  
The	
  whole	
  board	
  is	
  involved	
  
12	
  
The Role of the Board
1	
   2	
  
Start	
  tomorrow	
  =	
  Day	
  1	
   Focus	
  on	
  the	
  ten	
  key	
  
characteris>cs	
  
Long	
  Term	
  Planning	
  and	
  Thinking	
  
3	
  
Conduct	
  an	
  assessment	
  of	
  your	
  
organiza>on	
  
4	
  
ShiZing	
  to	
  a	
  culture	
  of	
  philanthropy	
  
13	
  
Next Steps
Q&A
Thank You!
Lani Hart
lani@givingtreeassociates.com
15	
  
https://bloomerang.co/resources
•Nonprofit Wrap-Up
•Bloomerang TV
•Bloomies
•eBooks
•Daily blog post
•Weekly webinars
•Templates
•Guides
https://bloomerang.co/bloomcon
Upcoming free webinars »
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[TOWN HALL] Customizing Donor Appreciation 

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Building a culture of philanthropy your work through a fundraising lens

  • 1. Building a Culture of Philanthropy: Your Work Through a 
 Fundraising Lens The presentation will begin shortly.
  • 2. 3 This presentation is being recorded! 
 The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone.
 (check your email for dial-in info from ReadyTalk) Before we get started »
  • 4. 3 Our guest presenter » Lani Hart @GivingTreeAssoc • Senior Associate Consultant at 
 Giving Tree Associates • 10+ years of nonprofit experience in philanthropy, social entrepreneurship and leadership development • Assistant Director of Talent Acquisition for The Jewish Federations of North America, Assistant Director of Young Leadership at The Jewish Federation of Greater Washington
  • 5. Building a Culture of Philanthropy Your  Work  through  a  Fundraising  Lens  
  • 6. Lani Hart Senior Associate Consultant 2   ABOUT GIVING TREE ASSOCIATES
  • 7. Culture  of  charity  vs.  culture  of   philanthropy   Define  a  Culture  of  Philanthropy   Leadership,  systems  and   opportuni>es   Ten  Key  Characteris7cs   Align,  understand  and  lead   Role  of  the  Board   How  to  start  today   Easy  Steps  to  Follow   Q&A   3   AGENDA
  • 9. 5   41%   50%   20%   14%   Respondents  felt  their  organiza>on   does  not  have  a  culture  of   philanthropy   Execu>ves  “strongly  agreed”  that   they  had  a  culture  of  philanthropy,   compared  to  12%  of  development   directors   Larger  nonprofit  organiza>ons   reported  that  they  lacked  a  culture,   compared  to  38%  of  smaller   organiza>ons     Development  Directors  dislike  asking   for  money,  while  18%  of  execu>ve   directors  feel  the  same  way.   Source: Under Developed: A National Study of Challenges Facing Nonprofit Fundraising Nonprofit Views on Culture of Philanthropy
  • 10. “Culture of Philanthropy refers to a set of organizational values and practices that support and nurture development within an organization.” Jeanne  Bell  and  Marla  Cornelius    -­‐  CompassPoint     6  
  • 11. Defining Fundraising 01   Transac7onal   Once  a  year     One-­‐Step     One-­‐Ask     One-­‐Dimensional     Contact   02   Rela7onship  Based   Year  round     Gradual     Open-­‐Ended     Mul>-­‐Dimensional     Process  
  • 12. Culture  of  Charity:   •  Passively  receive  giZs   •  Focus  on  fundraising  transac>ons   •  Short-­‐term,  fiscal  year  based   organiza>onal  needs     Culture  of  Philanthropy:   •  Ac>vely  pursue  philanthropic   investments   •  Transforma>onal  events   •  Longer-­‐term  societal  needs   8   What  is  the  difference  between   a  culture  of  philanthropy  vs.   culture  of  charity?   Building a Culture of Philanthropy
  • 14. Fund  development  valued   as  mission  aligned  program     Shared  accountability  for   fundraising     Systems  and  technologies   support  donors   Demonstrated,  ar7culated   need  for  support   10   Key Characteristics Culture of Philanthropy Clear  and  concise  mission   and  vision  
  • 15. Engaged  professional  and   lay  leadership     Quality  programming/   reputa7on  of  leadership     Commitment  to  dialogue   and  stewardship     Donors  with  capacity  and   interest   Opportuni7es  for   engagement   11   Key Characteristics Culture of Philanthropy
  • 16. Understand  their  role  in  building   culture   Can  ar>culate  case  for   support     Lead  by  example  Confirm  importance  of  fundraising   Align  advancement  goals   with  strategic  direc>on   The  whole  board  is  involved   12   The Role of the Board
  • 17. 1   2   Start  tomorrow  =  Day  1   Focus  on  the  ten  key   characteris>cs   Long  Term  Planning  and  Thinking   3   Conduct  an  assessment  of  your   organiza>on   4   ShiZing  to  a  culture  of  philanthropy   13   Next Steps
  • 18. Q&A
  • 22. Upcoming free webinars » 12/14, 1pm eastern [TOWN HALL] Customizing Donor Appreciation 
 and Recognition Terry Axelrod https://bloomerang.co/resources/webinars