Compassionate Fundraising
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Compassionate Fundraising

There’s a story circulating among fundraisers about a university that failed to cancel its scheduled planned-giving mailing to alumni. Subsequently, amid the pandemic, a letter went out declaring, “There’s no better time than now to revisit your estate planning!” Ouch.

We can probably all agree that making this kind of suggestion right now would be painfully tone-deaf. But it raises a question that many nonprofits are grappling with: how should we approach the topic of soliciting gifts?

There are two equally important considerations in this conversation:

  1. Many nonprofits need continuing donor support to fulfill their mission during this season.
  2. Nonprofit leaders don’t want to be inconsiderate of the challenges their donors are facing.

We’ve seen organizations squarely land on each side. 

Some organizations have continued fundraising activities full force. They have executed every planned appeal, launched new campaign phases, kept every donor visit, and even added some online giving avenues. We might wonder whether those organizations even realize we’re amid a global pandemic. 

Other organizations have withdrawn any mention of fundraising from their activities. They’ve scrapped appeals, scrubbed their social media of all fundraising related words, and stopped talking to their donors altogether. We might wonder whether those organizations need donor support at all. 

In our experience, neither approach will lead to long-term success. We can’t ignore either elephant in the room. Yes, our nonprofits still need to raise funds. Yes, COVID-19 demands sensitivity in our approach. That’s why we recommend practicing compassionate fundraising.

Compassionate fundraising is comprised of three elements:

  1. It sees donors as human beings rather than ATMs. 
  2. It recognizes donors as invested partners in fulfilling our nonprofit’s mission. 
  3. It honors donors/partners by sharing information, including needs and opportunities to help.

Seeing Donors as Human Beings.
We shouldn’t have to say this, and yet we do. Donors are people too. People who are experiencing the same storm we are right now. We know you are busy, but have you considered checking on your donors? How are they doing? Do they have any needs? We may not be positioned to resolve the challenges our donors are facing, but we should care enough to ask. If donors were judging the depth of our organization’s relationship with them based on this moment, how would they say we view them? As a fellow community member? As a friend? As a monthly check? The relationship we share with donors should be about more than a transfer of funds. Now’s a great time to demonstrate it is! 

Recognizing Donors as Invested Partners.
Being sensitive and considerate of a donor’s life circumstances is healthy. Underestimating their passion and commitment for our cause is dangerous. There are hundreds of stories about donors giving through hard times because they were deeply committed to an organization’s mission. Fundraisers should not assume gifts in this moment, but they would do well to remember that donors may want to give right now. Please understand that we don’t encourage a mass appeal. Rather, we suggest reviewing our donor list, identifying our closest partners, and approaching them. If we talk with them with as trusted partners, they will tell us if this isn’t the right moment for them to give. If we don’t talk with them at all, we may lose a trusted partner because they don’t feel needed anymore.

Honoring Donors/Partners by Sharing Information.
As trusted partners, donors should know what’s going on with our organizations, especially now. One of our clients recently updated a donor on their activities amid COVID-19, and unsolicited, the donor gave a commitment for another $20,000. There literally was no ask. Information was offered. Gratitude was expressed. And before the nonprofit’s leader could walk away, thousands of additional dollars were committed to the cause. Another nonprofit leader shared that while employees would be furloughed during the pandemic, their health care premiums would continue to be paid in full. This leader suggested that if donors/partners wanted to make the biggest impact right now, they could restrict a gift to support this purpose. The gifts came.

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Final Thought: Successful requests for donations are embedded in a larger expression of mutual support, empathy, solidarity, and transparency. Our nonprofits need to offer help and ask for it. If we honor principles of compassionate fundraising in the coming months, we believe donor relationships will be strengthened, and missions will be fulfilled.

Ethos Leadership Group, LLC

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Carol Payne

Ethos Team:

Carol Payne

Operations Assistant

Carol joined Ethos in 2020 after working in revenue cycle management and operations for non-profit and for-profit organizations. A natural helper, Carol takes pride in completing operational tasks that allow her teammates to focus on client-facing work. Carol particularly enjoys preparing Ethos’ daily tweets and bi-weekly leadership content for publication.

Fast Facts:

  1. Lived in 10 states before settling in West Virginia in 2012
  2. Is the mother of three grown children
  3. Enjoys reading and spending time with her family
Aaron Ray, Project Analyst

Ethos Team:

Aaron Ray

Development Specialist

Aaron joined Ethos in 2022 after working in the behavioral health field in various roles, including being a counselor and an adjunct professor. A researcher at heart, Aaron works behind the scenes and alongside clients to connect them to evidence-based methods to achieve their goals. Aaron particularly enjoys gathering data, synthesizing information, and working with the Ethos team to meet clients’ needs.

Fast Facts:

  1. He was born and raised in Northeastern Ohio and is a proud fan of Cleveland’s major sports franchises and The Ohio State Buckeyes
  2. Is a licensed professional counselor in the state of Ohio
  3. Aaron enjoys spending time with his family, smoking meat, and cooking good BBQ

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“Ethos was a true consultative partner in our strategic planning process. They listened to our organization’s feedback and were flexible in incorporating modifications into the process in a way that demonstrated they valued our organization’s culture and history. In addition to walking alongside us every step of the way, Ethos’s facilitation skills are top-notch. They helped move the conversation forward during critical breakthrough moments while ensuring everyone felt heard and valued. Several of our board members commented that it was the best strategic planning process in which they had ever participated. I can tell Ethos has a passion for helping clients move forward in a positive direction and this positive energy was highly evident in our experience working with them. We weren’t just another client but rather, we were a valued partner in the work!”

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Director, Customer Care Strategic Initiatives and Innovation, First National Bank of Omaha
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David Ray - Ethos Leadership Group

Ethos Team:

David Ray

Owner

In 2017, David joined Ethos after leading and advising in the non-profit sector. An organizational troubleshooter and natural synergist, David leverages his analytical and relational skills to help clients take their business and team to their desired next level. With a passion to see others live and lead well, David enjoys connecting leaders to evidence-based practices to boost leadership capacity, build human capital, and improve organizational performance. David particularly enjoys working with clients through strategic planning, executive coaching, and team development.

Fast Facts:

  1. Started his own property investment company at the age of 24
  2. Certified Human Behavior Consultant
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Rebekah D. Mathis-Stump, J.D. - Ethos Leadership Group

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Rebekah D. Mathis-Stump, J.D.

Owner

Becky joined Ethos in 2009 after leading the daily operations of five distinct work teams over a ten-year period. An analyst and solution-generator by nature, she works with clients to identify their needs and develops a plan of action to reach their desired results. Having worked in numerous disciplines in her career, Becky brings a broad range of knowledge and experience to our clients. Becky particularly enjoys working with clients on organizational audits, strategic planning, employee training and coaching, and governance.

Fast Facts:

  1. Lived in numerous states growing up, finally claiming West Virginia as home after marrying a native son, Jeff Stump
  2. Received life membership in The Order of the Barristers — a national honor society
  3. Becky enjoys reading, golfing, and cheering on the West Virginia University Mountaineers
Dr. James A. Johnson - Ethos Leadership Group

Ethos Team:

Dr. James A. Johnson

Founder

As our Founder, James encourages us to dream bigger dreams and mentors us to achieve them. James brings this same passion to our clients, skillfully blending inspiration with practical application in his work. James’ primary areas of expertise include leadership and fundraising.

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  1. Development Officer at Pheasants Forever.
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