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authentic and strategic philanthropic consulting

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Sep 2010 | JGA Grows with New Consultant

by Ted Grossnickle

JGA is very happy to announce the addition of Andy Canada to our team. 

After thoughtfully considering for some time the need to enhance our team and increase our staff capacity – with someone who could live up to JGA’s highest standards of customer service and professionalism – we identified Andy as the newest member of our team. 

Andy has honed a strong reputation as a professional and talented development officer while working with two major Indiana universities and distinguished himself as a strategist with the ability to achieve results.

I look forward to having the opportunity to introduce Andy to you personally once he joins us officially on September 27th.  In the meantime, please see the announcement below for more information on his background.

 

Canada_Andy Headshot - compressedHigher Education Development Professional Joins JGA

INDIANAPOLIS (September 9, 2010) — Johnson, Grossnickle and Associates, Inc. (JGA) is pleased to announce that Andy Canada will join the firm as a consultant on September 27, 2010.

Canada brings to JGA significant development experience focused in large public higher education institutions. For the past four years, Canada has served as Development Director for the Indiana University Foundation where he was lead Development Director for the School of Health Physical Education and Recreation (HPER).

Prior to joining the Indiana University Foundation, Canada distinguished himself within the development team at Purdue University, serving as Director of Development for the Krannert School of Management. Canada also worked in Purdue’s Planned Giving area, leading key initiatives to increase donor gifts through estate planning vehicles. By educating donors on planned giving opportunities, Canada helped to raise $26.5 million in new documented gifts for the university.

Canada will provide JGA clients with a new perspective and a solid background in annual fund, planned giving and major gift work.

“Several months ago, JGA began a quiet and thoughtful process to expand our team by identifying a fellow professional who could embody JGA’s commitment to delivering excellent client service with a focus on providing authentic and strategic counsel to our clients,” said Ted Grossnickle, Chairman and CEO of JGA.  “Andy fills the bill in every way. He is a bright young talent who has already distinguished himself in the development field and we are very excited to welcome him to our team.”

 Canada is a graduate of Purdue University with a Bachelor’s of Science in Organizational Leadership and Supervision. 

Founded in 1994, Johnson, Grossnickle and Associates provides authentic and strategic philanthropic consulting services to private colleges, seminaries, independents schools and large cultural and community organizations in the central United States. 

Jun 2010 | Measure Twice, Cut Once

by Dan Schipp

“Measure twice, cut once.”  That phrase seemed to be Ted Grossnickle’s mantra during the years he served as counsel for a $40 million campaign at Saint Meinrad Archabbey and Seminary when I was vice president for development there.  In fact, if I had collected a dollar from him every time I heard that admonition, I would have accumulated the lead gift for our campaign!

Ted was (and still is) a stickler for good, solid planning.  Under his and Angela White’s guidance, Saint Meinrad spent more than a year putting together a detailed plan for our campaign, including a case for support, five-year financial model, timetable, campaign structure, volunteer role descriptions, communications plan, budget, financing policy, gift table, gift acceptance  and recognition policies, and criteria for judging the success of the campaign.  We involved volunteers, Saint Meinrad leadership, and development staff in this extensive planning process.

At the end of our successful campaign, we conducted a formal evaluation of it.  We sought to learn what we did well and what we could have done better. 

Our volunteers told us that our in-depth planning was key to building their confidence in Saint Meinrad and in their ability to succeed in the campaign.  They said it was an aid to them when we encountered some rough spots in the campaign – 9/11 (just two months after launching the campaign), the drastic downturn in the economy, the sex scandals in the Roman Catholic Church, and the suicide of one of the Seminary’s top administrators.  The volunteers said our planning gave them something to fall back on during these tough times.  It steadied them.  It reassured them.

Although our pre-campaign planning involved a considerable investment of time and resources, it certainly paid dividends for us.  Planning well and executing the plan enabled us to achieve a level of philanthropic investment that more than a few people considered unlikely prior to the campaign.

As you go about preparations for your campaign, are you “measuring twice and cutting once”?

Let Dan know how helpful  Meaure Twice, Cut Once  is for your organization and share your results by posting in the JGA comments section below.

Jun 2010 | “Psychological Wealth” and Donor Giving

by Kris Kindelsperger

I recently interviewed an individual  for a feasibility study for a major campaign. He explained in some detail how he has evolved from what he described as “economic terror” a year and a half ago, to strong concern a year ago, to cautious optimism this spring. He then said, “What I’m really looking for is comfort, but I’m not seeing that yet.” 

What this man expressed is similar to what we have heard from  a number of donors about their personal financial situations and their perceptions of their ability to make large philanthropic commitments to campaigns and other causes.

In a discussion with a financial services representative the other day, he depicted the current market conditions and the attitudes of individuals as a loss of “psychological wealth”. He went on to say that some individuals did not fare poorly during the downturn, and some portfolios have, in fact, recovered quite nicely. However, many individuals do not have the resources they had before the downturn and wonder if some other type of economic decline could further diminish their wealth. In his mind, an individual’s perception of his or her psychological wealth may have a greater impact on  the willingness to be philanthropic than the shape (or size) of the individual’s  actual portfolio.

We’ve also heard a lot of discussion about the “new normal,” which infers that many ways of measuring economic activity, wealth, and other financial indicators has been reset. From a philanthropic standpoint the question is: Will donors settle into a new normal and make appropriate philanthropic investments based on this new normal, or will the loss of psychological wealth have such a profound impact that philanthropy will suffer even more than it has? What’s your experience today? Have you seen these factors emerge in your donor relations? 

Let Kris know how helpful  Psychological Wealth and Donor Giving is for your organization and share your results by posting in the JGA comments section below.

Apr 2010 | Are You in a “Hot Career”?

by Angela E. White

Are you in a “hot career”?  In a recent article on top careers, U.S. News picked “fundraiser” as one of the hottest careers of 2010.  The article defines fundraising as a “career that is more involved than going door to door asking for money.  It is more about developing relationships with donors.”  I think that most of us would agree that our work is more about building relationships than it is going door to door.
 
However, I welcome your thoughts on the next statement in the article:  “The need for money during this downturn is going to be ever more important and will help to solidify a fundraisers position in the coming years.  If you are looking for a job which is full of security and challenges Fundraising is IT!”
Hmmm…full of challenges, yes; full of security, not so sure!  I think that the economic recession (and now recovery) has caused some nonprofits to focus on short-term gains at the expense of long-term relationship building – and this doesn’t translate into security for either the fundraiser or the constituents’ relationship with your organization.

Let me know what you think by posting your responses in the JGA comments section below.

Apr 2010 | Angela Talks “Millennial Donors”

Check out JGA Senior Consultant and Chief Operating Officer, Angela White, on the most recent edition of Inside Indiana Business with Gerry Dick.  Angela discussed the results of the Millennial Donor Study conducted by JGA and Achieve.  The segment can be found on the Inside INdiana Business website.

For more information on the Millennial Donor Study, visit MillennialDonors.com.

Mar 2010 | Reaching Young Donors

by Kris Kindelsperger

Young Donors a “Lost Cause?”  Think Again.

Organizations that seek support from young donors have been tracking a disturbing trend for several years.  The participation rates of young donors are low and in many instances falling, in comparison to historical trends.  Unlike their predecessors, young donors are not following a pattern of gradual but steady growth in participation which traditionally came with maturity.

While the trends are clear, few organizations have been able to identify why this is happening. We’ve inferred that student indebtedness, generational attitudes towards “institutions,” technology, and other factors may play a role.  But might the real problem be the way in which organizations are engaging young donors?

Here at JGA we have partnered with Achieve in a three month long study to survey donors between the ages of 22 and 40 about their philanthropic giving.  The results will be published in April, but early results point to some fascinating responses.  Young donors don’t appear especially interested in making undesignated gifts to the annual fund, they want to know specifics about how their gifts will be used, and they want to see proof that their giving is having an impact.  They also have some surprising attitudes about how the ways in which they wish to be communicated with.

Could it be that the problem with young donor participation isn’t with the philanthropic inclination this age group, but with the failure of organizations to adapt their cultivation and solicitation methods?

Stay tuned for the full survey results which will be made available in April.  Please submit your contact information here to receive the results as soon as they are released.  Until then, feel free to share your thoughts on the findings so far, by posting in the JGA comments section below.

Feb 2010 | “My Big Break”

Be sure to check out Dan’s “My Big Break” article which appeared in the Indianapolis Star on Super Bowl Sunday.  In the article, Dan reflects on his journey through a career in philanthropy, and shares his inspiration for re-thinking “fundraising”.

Give Dan your thoughts on his article by posting in the JGA comments section below, or share your feedback on the Indianapolis Star website.

Jan 2010 | A Look Ahead to Philanthropy in 2010

As non-profits anxiously look ahead to a new year, JGA’s Kris Kindelsperger and Angela White provide their thoughts on giving in 2009 and what they expect for 2010 in their article, “It’s Been a Tough Year for Fundraising.”

Angela has also been invited to speak on the topic at the January 13, 2010, Association of Fundraising Professionals (AFP) luncheon in Lafayette, Ind. To learn more, or to register to attend, please see the Indiana Chapter of AFP’s website.

If you are unable to attend and would like more on the outlook for giving in 2010 as well as some steps non-profits can consider taking to ensure greater success in the new years, be sure to visit the recent Inside INdiana Business segment featuring JGA’s Ted Grossnickle. The segment can be found on the Inside INdiana Business website.

Let JGA know how your non-profit fared in 2009 or what your own predictions are for philanthropy in 2010 by submitting your thoughts in the comments section below.

Nov 2009 | Tis’ the Season

by Ernie Vargo

It is getting to that time of the year when we are all a bit overwhelmed with the Holiday Season. The commercials have started. Have you done your shopping? What about the parties you need to attend? How about signing all of those cards? This is common in my house and I would guess most others.

During the Holiday Season, it is easy to forgot about why celebrate. We all have the best intentions, but it is all encompassing in our lives.

The best present I ever had was helping a less fortunate family for an evening. It wasn’t much and I was supposedly helping a mom and her children have a normal life for the evening at our church. However, it was me who received so much joy from this family. They taught me that not all homeless people are the folks we see on street corners. The mom was smart, articulate with great kids. She had a run of bad luck and all of a sudden she was homeless. This provided me and my family all whole new perspective.

This season take a breath. Consider doing something to help someone else. Who knows? This may be your best Holiday ever.

Happy Holidays!

Aug 2009 | JGA’s email-free day: Did we survive?

by Angela White

On Thursday, August 13, JGA had a new computer server installed by Port-to-Port Consulting. As you can imagine, this meant that we would have a disruption in our email service (as well as all other network services) for an estimated 24 hour period.

Even though we had ample advanced notice, there were some frightening moments leading up to our forced email sabbatical. How would we communicate with clients? What if we couldn’t view our electronic calendars? You get the idea. Well, I assumed that I would be one of the most nervous about this situation (you’ll recall my prior blog about my email addiction). Just the opposite occurred – I was actually excited about a day free of the constant checking of email and glancing at my iPhone at stoplights!

I wasn’t excited because of lessened client contact (all I had to do was pick up the phone and call my clients), but rather I was excited to have permission not to be tied to my email. Much to my dismay, our email was back up on working by 1:30 p.m., thanks to the good work of our tech providers at Port-to-Port. However, this email-free day did cause one of my colleagues to wonder if we should have a self-imposed monthly email-free day. Not a bad idea – a day free of checking email and more attention to the face-to-face contact and telephone discussions.

Have any of you tried this? Do you think it’s worth trying? Send me an email and let me know!