Achieving Excellence in Fundraising. Группа авторов

Medal for Lifetime Achievement in Ethical Fundraising.

      Charles Sellen, Ph.D., served as the inaugural Global Philanthropy Fellow at the Indiana University Lilly Family School of Philanthropy (2019–2021) and a Fulbright “NGO Leader” visiting from France. He has conducted research on philanthropy since 2004, at the intersection with international relations and global cooperation toward development. He previously worked in government (with the French Agency for Development) and the private sector and served as chairman of a French nonprofit think tank on happiness and well‐being.

Shariq Siddiqui, Ph.D., is Assistant Professor of Philanthropic Studies and Director of the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy. He has served as a nonprofit practitioner for over 20 years and is the author of research on Muslim philanthropy and nonprofit sector. Dr. Siddiqui served as the Executive Director of Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA). He has a Ph.D. and M.A. from the Lilly Family School, a J.D. from the McKinney School of Law at Indiana University, and a B.A. in History from the University of Indianapolis.

      Caitlin Deranek Stewart, M.A., M.P.A., CFRE, is a Major Gift Officer at Indiana University School of Medicine focused on scholarships, women's health, and fighting blindness, among other priorities. Caitie is passionate about health equity and access to high‐quality healthcare and believes that philanthropy creates innovation to improve the world. When not fundraising, Caitie is a professional musician across the Midwest, a private voice and piano teacher, and proud mom to two children.

      Danielle Vance‐McMullen, Ph.D., is an Assistant Professor of Public Policy and Nonprofit Management at DePaul University. She uses Big Data and behavioral experiments to research donor behavior and nonprofit competition in new charitable giving contexts. She is active in donor‐advised fund research and is a co‐founder of the Donor‐Advised Fund Research Collaborative.

      Lilya Wagner, Ph.D., was Director of the consulting firm Philanthropic Service for Institutions until early in 2020, and on the faculty of The Fund Raising School and the Indiana University Lilly Family School of Philanthropy. She was Vice President for Philanthropy at Counterpart International in Washington, D.C., an international development organization. She is a frequent international speaker and workshop presenter, and an award‐winning author. Her book Diversity and Philanthropy: Expanding the Circles of Giving is a comprehensive volume about cultural influences on generosity.

      Pamala Wiepking, Ph.D., is the Visiting Stead Family Chair in International Philanthropy and Visiting Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy and Professor of Societal Significance of Charity Lotteries at the Vrije Universiteit Amsterdam. She studies international and interdisciplinary explanations for philanthropy with the aim to help create more generous societies.

      Kidist Yasin is a doctoral student in Philanthropic Studies at the Indiana University (IU) Lilly Family School of Philanthropy. Kidist received her B.A. and M.S.C. degrees in Economics from Dire Dawa University and Addis Ababa University, respectively, both located in Ethiopia. She also obtained an advanced Master's degree in Development and Globalization from the University of Antwerp in Belgium. She has experience lecturing university students on various economics topics and supervises undergraduate students working on research projects.

PART ONE PHILANTHROPIC CONCEPTS FOR FUNDRAISING

CHAPTER ONE DEVELOPING A PERSONAL PHILOSOPHY OF FUNDRAISING

      By Eugene R. Tempel and Sarah K. Nathan

      This chapter introduces the concept of a personal philosophy of fundraising, established by each fundraiser and made personal to one's own engagement in fundraising. The personal philosophy includes a set of guiding principles that are foundational to successfully engaging in fundraising. The chapter argues that the development of a personal philosophy of fundraising begins with reflection about one's own experience with, and understanding of, philanthropy. It evolves throughout careers in the field, based on job position, shifting organizational dynamics, evolution of fundraising structures and forms, and the complexities of the external environment, including cultures, in which individual and institutional donors exist.

      As a result of this chapter, readers will:

       Understand the importance of developing a personal philosophy of fundraising.

       Examine personal and professional experiences in relation to who they are as fundraisers.

       Consider societal factors relevant to their philosophy, including the roles of philanthropy.

       Reflect on organizational conditions influencing their philosophy, including foundational principles of fundraising as professional work.

       Reflect on examples from the authors' philosophies.

Why a Philosophy of Fundraising?

Fundraising professionals are what is known as “boundary spanners,” functioning in the space where the organization interacts with its external environment (Kelly 1998). They are like marketing and sales personnel in business and foreign ambassadorial staff in governments. Those who live in these roles must have the strength of character and confidence to represent the organization to its constituents, to negotiate on behalf of the organization, and to represent the views and values of constituents and donors to organizational leadership. They must become trusted agents to both internal and external parties. Thus, it becomes important for fundraisers to articulate: “I know who I am; I know what I do; and, I know why I do it.”

      Early leaders in the field of philanthropic studies challenged scholars and practitioners alike to work toward and advance a philosophy of fundraising (Burlingame and Hulse 1991). Thirty years ago, Hank Rosso (1991) offered his perspective on essential elements of ethical philanthropic fundraising based on a lifetime of teaching and reflection, the status of fundraising as an emerging profession, and society at the time of first edition of this book. His essay “A Philosophy of Fundraising” was printed in the subsequent editions and shared widely.

      Today, we acknowledge the ever‐changing dynamics of fundraising in the twenty‐first century and suggest each fundraiser should have their own philosophy of fundraising based on the contexts of time and culture, study and understanding of fundraising and philanthropy, and experiences over the course of a career. This chapter will help readers develop a personal philosophy of fundraising through multiple lenses – the personal, the societal, and the organizational – and distill lived experiences, beliefs, and values. A personal philosophy of fundraising is a guiding force for a meaningful career. Throughout this chapter, the authors demonstrate the formation of a philosophy of fundraising by sharing examples from their own lives and careers.

Personal Experiences and Philanthropy

Reflection begins by looking internally. A lifetime of experiences shapes each person at any given moment in time. Formally, an individual's identity is considered “what an individual will stand for and be recognized as” (Josselson 1987, 8). Informally, identity may be considered the key attributes, preferences, and experiences that define who we are. While each person may emphasize certain attributes in different settings, one's professional identity is inseparable from personal experiences, roles, and expectations. People do not stop being parents, for example, when they walk into the office. Likewise, they do not stop being leaders or organizational representatives when in the grocery store. (This is especially true for those living in small towns like Sarah!)

      Indeed, personal and professional