Crucial Policy Decision: Unwelcome Solicitations

by:

Joe Patti

The Chronicle of Higher Education has a series of articles about sexual harassment in fund raising today. Unfortunately, you need a subscription to read them, but if you have a subscription to the Chronicle of Philanthropy, the same articles appear there.

I really had no idea that sexual advances on development officers by donors was such a prevalent problem. But upon reading the main article, it makes sense that the potential would exist.

In many cases, those women are appealing to older, powerful men for large donations. To succeed, fund raisers must build long-term relationships with donors. And they often visit donors in their homes or meet them in social settings where alcohol and personal information are plentiful.

To be sure, unwelcome sexual advances are not a daily occurrence for most fund raisers. But the problem happens often enough that they and the organizations that employ them should have better guidance on what they can do to prevent and deal with harassment, says Polly Aris Stamatopoulos, a Washington consultant to nonprofit groups.

Ms. Stamatopoulos says she has rejected inappropriate sexual requests from donors and observed several incidents in which other donors or trustees made sexual overtures toward fund raisers she supervised. People who raise money for a living, she says, should be required to take “a class in the sexual politics of fund raising.”

It occurs to me that this may be an even bigger problem in the arts where the development office is often comprised of one person with few people to turn to for support or to shift a donor to. Given that the executive director is often the primary fundraiser in many organizations, the situation can even be worse with no one but the board to turn to for support. One of those interviewed in the articles spoke of feeling an obligation to keep the donations coming. Her sense of obligation was entirely self imposed because when she spoke to her supervisors after tolerating the advances for two years, they readily assigned the donor to another staff member. The donor never gave to the organization again. It isn’t hard for me to imagine that in some situations staff supervisors or board members would discourage the affected person from rocking the boat too much lest they endanger fund raising efforts.

Most organizations have sexual harassment policies that cover employee behavior, but I suspect few have explicit statements that employees should expect reasonable treatment from patrons and donors as well. Dealing with advances from members of the public is much more complicated than similar situations with employees. That only means that clear policies should be generated so that people can confidently and knowledgeably handle the situation.

It makes sense for organizations to train fund raisers about how to carry themselves as a representative of the company in social situations far away from the work environment. Instruction on how to handle every manner of uncomfortable situations, including unwanted advances is a logical component of such training. But I am guessing it not the sort of training many arts organizations provide.

The Chronicle of Philanthropy is hosting an online discussion on Wednesday, July 14 about coping with unwanted advances if anyone is interested in exploring the topic.

More On Mergers And Alliances

by:

Joe Patti

I have had non-profit mergers on the mind of late due to some personal experience so it is no wonder that two entries on the subject from different blogs caught my attention today.

The first was a book review by Gene Takagi at Non-Profit Law blog. He recommends Nonprofit Mergers & Alliances by Thomas A. McLaughlin. Takagi starts out referencing a quote from the book supporting the old truism that it is best to enter a negotiation in a position of strength.

“Indeed, the book had me at “hello” or, rather, its first sentence: ‘The best time to consider a merger or an alliance is before it is necessary, when coming together with another organization will mean combining strength with strength, and when the collective energies and the creativity of the two or more entities can be used proactively instead of being sapped by the demands of crisis management.’ “

This concept is actually central to the commentary made in the second blog post I saw today, Drew McManus talking about Philadelphia Orchestra and Philly Pops decision not to merge. The former would have absorbed the latter. Drew cites the troubles the Utah Symphony and Utah Opera had with their merger. The orchestra and pops adopted a gradual approach to the merger and that revealed some of the potential difficulties they might face as a single entity. Both organizations will work in close partnership, but retain separate governance structures.

As you might imagine from the title of the book he reviews, Takagi notes that there are different stages to both mergers and alliances and lists them out. According to Takagi, the book outlines the pros and cons to both approaches and provides some good advice about very complex undertakings.

The book may be a good resource for the next generation of non-profit leaders. Apparently McLaughlin feels that “nonprofit services are fragmented and how consolidation is part of a nonprofit’s life cycle.” Given all the talk about mergers of late, I believe there is more behind that statement than just an attempt to sell a book about how to accomplish such things.

As The Brochure Folds

by:

Joe Patti

I am in the process of having our season brochure designed for the upcoming year and it seems like the way the brochure is folded is taking great precedence over the actual content of the piece. Because of postal regulations about the way items may be mailed the printing houses are suggesting we change the way we fold the brochure. It will be the same size and shape as we had planned, but will require fewer seals to hold it closed when we mail it. Fewer seals means a savings in the printing and mailing.

Except that the way the brochure opens is very important. More to the point, what people see when they first open the brochure is very important. A few years back, the first thing you saw when you opened the brochure were the compelling eyes of an Indian dancer. People opened the brochure and had a real “wow” experience. Last year we used a different designer and she took another approach to the arrangement of the information. Instead of an image, the first thing you saw was text. It wasn’t as ideal a situation in my mind, but the design positioned information in a better place for those who attached the brochure to refrigerators and bulletin boards as reminders. (We get a lot of ticket orders throughout the year from people who keep our brochure.)

The text people first saw last year when they opened the brochure dealt with our flex subscriptions and volunteering. Both areas saw an increase in participation last year proving that I really need to pay attention to what is on that first panel. I will be getting a full size sample to proof from the designer tomorrow. You can be assured one of the first things I will do is figure out how it folds and open and close it many times to determine what our patrons’ experience is going to be like.

I mention all these factors, of course, by way of pointing out the practical application of the various considerations you might employ when designing brochures.

Info You Can Use: Understanding Financial Statement Basics

by:

Joe Patti

If you are new to a position as board member or administrator of an arts organization or if you have simply resolved to become better educated about your business’ financials, Inc magazine offers a series of articles comprising a quick primer on what they all mean. This month’s article is “How to Understand an Income Statement.” This is a good place to start if you don’t know the difference between an income statement and a cash flow statement.

It is especially a good place to start if you don’t know how a company can be extremely profitable, but unable to pay its bills each month. There are also articles on how to identify why you can’t pay your bills each month too.

If you have no idea where to begin and what is important to look at, they have articles on tracking the pertinent numbers and help you with a basic understanding of what they are and why they are important.

Of course, it is good to remember that there are some measures which a non-profit doesn’t adhere to — like profit ratios on ticket sales when it is already known that earned revenue isn’t going to cover experiences.