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Spring 2004 Newsletter
Table of Contents
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Preparing Youth for Volunteering
by Amanda Sokol
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Consultants - To Hire or Not to
Hire
by Dree Thomson-Diamond, CFRE
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Are You Up-to-Date on Alberta's Charitable Fund-raising Act
by Scott Hood
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Courses
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Conferences & Workshops
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Communications for Nonprofits
by Helen Wilkie -
Mission-Driven Marketing™
by Todd Baker
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Inspiring Philanthropy
by Gordon Floyd
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RCVO Resources
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Preparing Youth for Volunteering
by Amanda Sokol
More and more of Alberta’s education
curriculum mandates that volunteering (or community service) be a part of
learning. Religion classes, some CALM (Community and Life Management)
classes, the International Baccalaureate program and now the health curriculum
all require that students perform community service in order to successfully
complete the course or program. How, as volunteer managers, educators,
youth leaders, parents and the public do you help young people to understand
that community service is not a “sentence”? How can youth be guided
through the process of volunteering so that it ends up being a positive
experience for everyone involved?
The whole hope of mandating youth to
volunteer is that they will have a positive and meaningful experience with
community service and experiential learning, thereby helping them to plan out
and set up their future, experience the world outside of their own lives and in
some cases, help them to turn their lives around by feeling needed and
significant. Here are some steps to follow to ensure it’s a positive
experience for the youth, the agency and the clients they serve.
1. Understand what volunteering is and help
young people to think about volunteering in a different way – likely they see
volunteering as an altruistic gesture performed by middle to upper classed,
middle-aged women, seniors or the very religious. That is partly true but
volunteering has become so much more with benefits for volunteers of all age
groups, social classes, ethnic backgrounds and education levels. Having
volunteer experience is seen as a real advantage in many situations – not just
gaining employment but in many areas of life. It can tip the scales in
their favour!
2. Promote the benefits of volunteering. A
positive experience can make the volunteer feel good and feel as though they’ve
made a difference. Volunteering can be a way to explore careers, gain
resume experience, make contacts and get references. Youth can learn new
skills or develop existing ones. Interpersonal skills like leadership,
effective communication and confidence can be gained as well as personal growth.
In some cases, young people may be able to volunteer in groups or pairs, which
means that they can still be with their friends or make new ones.
Volunteering can lead to paid work. A lot of agencies receive grants to
hire youth for summer contracts.
3. Help youth to discover what their interests and
talents are. A lot of people think of volunteering in traditional
organizations such as hospitals and festivals. These are great, but if a
student’s interests lie outside of health care or the arts, such as animals,
computers, or the environment for example, there are places that can use their
time, enthusiasm and expertise too! Any area they’re interested in
has a need for volunteers.
4. Instill confidence in your young people by
letting them know what to expect when they pursue their volunteer opportunities.
Let them know who to ask for when they call agencies. “Manager of Volunteers”,
the “Coordinator of Volunteer Services” and “Volunteer Coordinator” are the most
common titles for the professionals who work with volunteers in organizations.
Tell them how to ask about the kinds of opportunities that may be available and
how to ask questions that they need answered, such as scheduling around school
or part-time work commitments. Let them know that they can and
must
be honest about how much time they can commit or when they can volunteer.
Help direct them to places where volunteer opportunities are listed such as
community newspapers, church bulletin boards, and newsletters. The
following websites are excellent resources for young people looking to
volunteer:
www.youthone.com
www.pitchin.org
www.takingitglobal.org
http://www.su.ualberta.ca/work/volunteer
www.thesupportnetwork.com
5. Stress the importance of treating their volunteer
assignment as what it really is – a job. True, they don’t receive
monetary
pay, but this is a good time to revisit those benefits and illustrate that
they are forms of payment too. Being reliable is mandatory. Showing
up on time, dressing appropriately, being ready to work, calling if they are
unable to make it, all the things that an employer would expect from an employee
is expected in a volunteer job too.
6. Double stress the importance of pursuing their
volunteer assignment in a timely manner! If they have to put in 20
hours of community service, then they have to approach agencies a lot sooner
than the week before the deadline! Help them to understand that if they
leave it too late, they will end up either without an agency to work for or
doing meaningless work like shredding paper or stuffing envelopes. If they
really want to perform those tasks - no problem, but if they are looking for
more, they cannot realistically expect to get more if they leave it too long.
Tell them about the kinds of administrative tasks that must be completed before
they can even start volunteering, such as Criminal Record Checks, interviews,
some medical tests (in the case of health care institutes), orientation and
training, etc. These policies are in place for all ages of volunteers, not
just youth and exceptions are not made for school deadlines. Agencies keep
in the forefront the safety of their clients, staff and volunteers.
7. Discuss expectations. Talk with them about
what they are hoping to gain from their volunteer experience. Help them to
be realistic (they can’t expect to hold a leadership position if they will only
be at an agency for eight hours) but also to have high hopes for a positive
experience. This can be a tough sell for those who really don’t want to
volunteer or who have had negative experiences in the past. Let them know
that if they do the legwork to find an organization or opportunity that is the
right fit for them, then they will have a wonderful experience.
They have the right to expect this. Just because they are young does not
mean that they should accept the jobs that no one else wants. An interview
with the Manager of Volunteers is the perfect place to clear this up and to
discuss both the volunteer and the organization’s expectations. Make sure
they match.
8. Support them. Just like a paid job,
it can be confusing to find the right one. It may take more than one try.
Be there if they want to talk about their volunteer experiences, both the
successes and challenges.
9. Be enthusiastic! Let them know
that volunteering can be fun and offer experiences that they would never find
within the walls of their school or possibly any place else in their lives!
Show them how proud you are of their commitment to their community and how
inspiring they are. The more they are supported, the better chance they
will have a great experience.
10. Evaluate and reflect on the volunteer experience.
Teachers, volunteer managers, youth leaders and others involved need to ask, was
that young person’s expectations met? If not, why? How did they
benefit from their volunteering? What difference did their donation of
time mean to the organization? To the clients? To society? To
themselves? If volunteering is meant to be a learning experience, then
discuss what has been learned, what
you have learned.
Volunteering today has many benefits.
Savvy youth know what they are and how to get them. Educators, volunteer
managers, youth leaders and parents have an integral part in guiding young
people to the right volunteer opportunity. It’s all about preparation for
you and for them.
Amanda Sokol has worked on a Youth and
Service Learning Project for the Voluntary Sector Management Program at Grant
MacEwan College (with support from TransCanada).
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Consultants - To Hire or Not to Hire
by Dree Thomson-Diamond, CFRE
What is a consultant? A consultant
is a coach, a guide, and an advisor who brings expertise, education and
experience to your organization. Someone who can undertake a specific
project – perhaps an Audit and Feasibility Study, Campaign counsel, Policy
development, Strategic Planning, or some other area of specific expertise.
A contract worker is an employee engaged under specific terms to do work for
the organization. Normally this is someone on a term specific contract
working without benefits.
The question is, do you need a consultant,
a contract worker, a volunteer or an additional staff position? If your
answer is “I’m not sure”, you are not alone. Sometimes consultants and
contract workers are one and the same people. The difference is in how
the letter of understanding, the contract, is established. The
difference is also in the needs and expectations of the organization.
But how do you decide what it is that you
need? Knowing what you need, the type of work that you want to undertake
and what you expect from a person or organization is critical to identifying
whether you are seeking a consultant or a contract worker. So here are
some things to think about:
Do you need… Assistance?
Specific expertise? A coach? Someone who has been through a process before?
Resolution of an ongoing question? An independent perspective?
Or, do you need… An
extra set of hands? Someone to implement a new program? Someone to fill in a
leave? Someone to undertake a specific project?
The former is a consultant, the latter
a contract worker.
But what if you aren’t even sure about
the need? What if you have a dynamite volunteer who might just solve
your problem? What if you have staff that is advocating the retention of
additional full-time paid people?
I often advise organizations to create a
Request for Proposal (RFP). In creating this document, many questions
are answered and it becomes clearer as to what type of person would be most
appropriate to provide solutions – consultant, contractor, staff or volunteer.
A good Request for Proposal (RFP) does
many of the following:
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Includes an
overview of your organization – two paragraphs that describe what business
your organization is in.
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Outlines briefly
what services you are seeking to secure.
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Indicates your
desired time frame, funding criteria, deadlines and any other parameters
that you need met.
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States who and
where submissions are to be sent to.
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Establishes a
date and cutoff time for submissions to be in by.
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States the Vision
and Mission of your organization.
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States the goal
of this particular initiative.
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Describes the
project, tasks and deliverables that you are seeking to secure.
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Describes the
time-line that you would like to see the project delivered within.
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Outlines
reporting criteria that are required for the project.
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Outlines payment
schedule details or request that submissions address this.
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Outlines the
qualifications including key skills and elements of fit for the project.
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Outlines if there
will be meetings, interviews, or other scheduled selection protocol.
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States whether
you would like to receive submissions, both electronically and in hard copy.
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States whether
you are willing to accept submissions by fax.
So now you have a clear picture of what
you are seeking, what you need, what resources you have to work with and what
your time frames are. At this point, make a decision. Is it a
staff position that you need, a volunteer, a contract position, or a
consultant? Decide, and then act.
Your RFP document provides you with the
structure to create an advertisement for a staff or volunteer position.
It also provides you with the document necessary to call for responses from a
consultant or contractor.
Once you have come this far, act. If
you are seeking a volunteer, post the position description at your local
volunteer centre, College, University, in targeted newsletters and in your
local paper. If you are seeking a staff person, post the position
through your local employment centre, with professional associations such as
the Association of Fundraising Professionals (AFP) and others. If you
are seeking a contractor or consultant, send you RFP to: professional
associations in your area – AFP, AFFRE, CAGP, CCAE, CASE, and others.
Talk to other organizations that have used consultants. Check www sites
including Charity Village. Look in the Yellow Pages and on SuperPages on
the www.
Compile a list of consultants – small, mid
and large size firms. If you have a pre-set criteria of experience,
pre-qualify the firms before sending out an RFP. If you really need
someone with a specific skill set or background, be frank about this.
Then, send the RFP with a reasonable turn-around time – two weeks minimum so
that you gain quality responses.
The next challenge is how to select
someone from the responses. Whether you are selecting a consultant, a
contractor, a staff person or a volunteer, many of the following guidelines
apply. Ask:
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What strengths do
they bring that will prove helpful in connection with your project?
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Have they worked
on similar projects?
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Who will do the
work for your organization?
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What do they
perceive as your organization’s challenge?
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What is their
work process – how will they work with staff, board, and other key
stakeholders?
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Do they
anticipate any problems?
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What are the
organization’s responsibilities?
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Can they meet the
time-lines set by the organization?
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What else should
you know about them, their experience and their fit with your organization?
Ask the questions, then narrow the list
and check references. Checking references is absolutely essential.
Ask your prospective consultant or contractor for a recent, complete client
list. Call the person who supervised the consultant’s work directly.
Ask:
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What kind of
problem the consultant addressed.
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What duties and
responsibilities they undertook.
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The duration of
the work.
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If they would
hire the person again.
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If they would
recommend this consultant to a colleague.
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If the work
achieved the desired results.
Pay attention to
what is not said.
Make a decision. Then create a
letter of understanding or contract. Make sure you establish a letter of
understanding, a contract, with a consultant that both your organization and
the consultant sign off on. Both parties must have a copy of the
agreement for their files.
A good Letter of Understanding includes,
but is not limited to:
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Confidentiality
and return of key information
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Fees and payment schedules
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Expected
deliverables – both by the consultant and your organization
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Intellectual property and copyright
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Who will do the work
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Time frames
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Termination clause
Decide, and then act… Decide on a
person, hire them and get on with the project. Regularly review the
work that is occurring and ensure that benchmark dates are met.
This article is a look at consulting
and contracting as resource options for charities and not-for-profit
organizations. As such, it is not a legal “how to” but rather, provides
some guidelines for decision-making and is based on a presentation that Dree
gave at the Alberta Fundraising Conference in Red Deer in February.
Dree Thomson-Diamond is a Certified
Fund Raising Executive specializing in organization growth through effective,
experienced and creative fund development, management and communications
counsel. Please direct your comments and questions to her directly at
dree.thomson@telusplanet.net
or by phone: 780-438-1093.
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Are You
Up-to-Date on Alberta's Charitable Fund-raising Act
by Scott Hood
Did you know that if your organization
raises more than $25,000 in donations per year that you need to be registered
under Alberta’s Charitable Fund-raising Act (CFRA)? Even if you
are already incorporated as a Society and registered with Canada Revenue
Agency (CRA) you may still need to register under the CFRA as well.
The CFRA applies to any incorporated or
unincorporated organization that is formed for a charitable purpose. It
applies even if your organization is incorporated under the Societies Act
or is registered with the Canada Revenue Agency. The Act also applies to
any person who asks for contributions to be used for a charitable purpose or
charitable organization, even if that person is not connected to any charitable
organization. A charitable purpose includes any philanthropic, benevolent,
educational, health, humane, recreational, religious, cultural or artistic
purpose. Organizations asking for donations for a non-profit sports
organization are included under this Act.
Registration under the CFRA is required if
your organization raises or intends to raise $25,000 or more in donations from
Albertans in your fiscal year. You also need to be registered if your
organization hires a business to fundraise on your behalf. Solicitations
made to the members of your organization or their immediate families are exempt
from the Act. Also, funds you raise through an event that is authorized by
the Alberta Gaming and Liquor Commission, like raffles, pull tickets, bingos or
casinos are exempt from the Act. If you have not registered your
charitable organization but you receive $25,000 or more in contributions during
your fiscal year, you have 45 days to submit your registration.
Here is how you can register your charitable
organization in Alberta. You can pick up an application at your
local Alberta Registry office or you can get a printable form on the Internet
at:
www.gov.ab.ca/gs/services/business/charitable_org.cfm.
New charities must also submit a copy of the
solicitation materials they intend to use to ask for donations. These
materials will be reviewed to ensure they comply with the disclosure requirement
of the Act. You can review what is to be disclosed in your solicitation
materials by reading the Tipsheet developed by Alberta Government Services at:
www.gov.ab.ca/gs/pdf/charities.pdf. Your completed application form
and solicitation materials must be submitted, and the registration fee paid, at
an Alberta Registry Agent.
Your application will be sent to Alberta
Government Services for review. We will review your solicitation materials
and work with you to ensure that they meet the requirements set out by the Act.
When the registration is approved it will be valid for a period of 12 months.
A notice will be sent two months prior to your expiry date for the yearly
renewal of your charities registration.
Solicitation materials and audited financial
statements may be requested and reviewed during the registration period.
The purpose of the review is to ensure donors are receiving accurate information
about the charity and the use of their donations. The Act also protects
donors from fraudulent or misleading solicitations. Alberta has
established standards for charitable organizations and fund-raising businesses
to ensure that your donors have sufficient information to make informed
decisions and so that they may more readily support worthwhile and legitimate
charitable purposes.
If you are unsure if your charitable
organization needs to be registered or if you have any other questions, please
call Laura Davis, Alberta Government Services at
(780) 422-8170. If you are calling
from outside Edmonton, you can be connected toll-free by calling
310-0000.
Amendments to the
Charitable Fund-raising Regulation
by Scott Hood
On March 15, 2004, the Minister of
Government Services amended the Charitable Fund-raising Regulation by increasing
the threshold to require charitable organizations to prepare audited financial
statements. Previously, charities raising $100,000 or more in gross annual
income would have to prepare audited financial statements. The amount has
now been raised to $250,000 in gross contributions per year.
There were two key reasons for this
amendment:
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It was felt that
$100,000 was too low for smaller charities with limited resources to be
required to use the services of an auditor.
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Canada Revenue
Agency (CRA) recommends that charities prepare and file audited financial
statements if their gross annual income from all sources is more than
$250,000. Provincial requirements are now consistent with the CRA
recommended guidelines.
More information is available at:
http://www3.gov.ab.ca/gs/pdf/tipsheets/Req_for_Char_Organ_Info.pdf
Scott Hood is Policy Advisor, Consumer
Programs, Alberta Government Services. He can be reached at 780-427-8166
or
e-mail:
scott.hood@gov.ab.ca
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Courses
Voluntary Sector Management Program
2003-2004
Voluntary Sector Learning Opportunities at Grant MacEwan College
New Fund
Development Courses!
Last fall the Voluntary Sector Management
Program launched new Fund Development courses. The courses have been
designed with contemporary information and are offered in manageable time
blocks allowing for flexible learning. For the busy person, time slots
of two days or several evenings are now offered. It is not necessary to
be enrolled as a full-time program student to take advantage of these courses.
They are also available through distance delivery.
Sign up for courses of your interest.
For more information and to receive the
program catalogue, contact:
Pat Sonnenberg at 780-497-5268
e-mail:
sonnenbergp@macewan.ca
www.business.macewan.ca/vsm
COURSES
Conducting
Effective Meetings
Meetings are
a major tool in accomplishing goals within a nonprofit organization.
Consider methods for planning, preparing for, participating in and chairing
productive meetings, to utilize time more effectively and achieve results.
Classroom: VSMT 118 (740)
Tues., April 13, 20, 27, & May 4, 2004,
6 - 9 pm, $182 (includes materials) plus text, 1 credit
Community
Building Through Collaboration
Nonprofit
organizations often achieve their missions in partnership with public and
private sector partners, as well as other nonprofit organizations.
Examine the principles, processes and issues which encourage successful
collaboration within the community.
Classroom: VSMT 121 (740)
Fri. & Sat., April 30 &
May 1, 2004, 8 am - 4 pm, $182
(includes materials), 1 credit
Voluntary
Sector Leadership and Management
This course
will explore the need for diverse and effective leaders within the
voluntary/nonprofit sector. The role of management and leadership will
be introduced with emphasis on competencies required to lead and manage
organizational and sectoral initiatives.
Web Enhanced Self Study:
VSMT 101 (830)
Spring 2004 (May 3 - June 30)
$477 (includes materials) plus text, 3
credits
Overview of
Volunteer Management
The benefits,
challenges and scope of volunteer involvement are explored, with emphasis on
effective volunteer management practices. Trends and issues in Canadian
volunteerism will be introduced, as well as the role of a manager of
volunteers.
Self Paced: VSMT 103 (820)
$182 (includes materials)
1 credit
Overview of
Fundraising Management
The role of
fundraisers and fund development as an occupation, will be introduced with
emphasis on the importance of philanthropy in Canada. The
responsibilities, workplace, and professional development needs of fund
development professionals will be discussed, as well as trends and issues
which impact their work.
Self Paced: VSMT 104 (820)
$182 (includes materials),
1 credit
Introduction to the Voluntary/Nonprofit Sector in Canada
The purpose,
profile and scope of the voluntary/nonprofit sector will be introduced, with
emphasis on the sector’s role in Canadian society. The sector’s unique
strengths, challenges and roles will be discussed and the composition,
governance, legal structure and resourcing of nonprofit organization will be
introduced.
Self Paced: VSMT 105 (820)
$182 (includes materials)
1 credit
Watch for upcoming non-credit workshops
and learning events on the RCVO website:
www.rcvo.org
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Conferences & Workshops
National
Volunteer Week
April 18 -
24, 2004
National Volunteer Week
honours the people who donate their time and energy to their fellow citizens.
It also raises awareness of the vital contribution volunteers make to our
communities. Across the country, thousands of volunteer-involving
organizations, volunteer centres, corporations, schools and government bodies
will be saluting Canada’s 6.5 million volunteers.
Global Youth
Service Day
April 16 -
18, 2004
On Global Youth Service Day, millions of
young people in countries everywhere will highlight and carry out thousands of
community involvement projects. This day will be a way for local,
national, and international organizations to:
BUILD the
capacity of an international network of organizations that promotes youth
participation, service, and learning;
EDUCATE the public, the media, and policy-makers about
the year-round contributions of young people as community leaders around the
world;
MOBILIZE youth and adults to meet the needs of their
communities through volunteering; and
LEARN and
share effective practices in youth service, youth voice, and civic engagement in
the world today.
See website at
http://www.gysd.net/name
Volunteer
Edmonton’s Launch and
National
Volunteer Week Kick-off
Monday, April 19, 2004
12:00 o’clock noon
Edmonton
City Hall, The City Room
Join in the launch of Volunteer Edmonton, a
leadership coalition structured to encourage dialogue about outstanding
community needs in volunteerism. It will bring together the
not-for-profit, public and business sectors on behalf of volunteerism.
Volunteer Edmonton’s goals are:
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To increase the
perceived value of volunteerism
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To advocate good
practice in working with volunteers
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To facilitate
collective action amongst organizations that support volunteerism
For more information visit
www.volunteeredmonton.ab.ca
Risk Proof
Your Organization
A Risk
Management Workshop for Community Organization Leaders
Thursday, May 13, 2004
Grant MacEwan College
City Centre Campus
10700 - 104 Avenue
Edmonton, AB
This workshop is presented by Linda Graff,
an well known author, trainer, and consultant in the voluntary sector. She is a
dynamic and challenging speaker who mixes humour and informality with innovative
thinking and empowering concepts. Linda has produced ten books, audio
resources, and countless manuals and articles in the field of volunteer
management.
This workshop will look at growing
voluntary/non-profit concerns about accountability and liability and the
associated concept of due diligence. A simple, comprehensive risk management
system will be reviewed and utilized as a template for immediate application to
your organization. The critical role of policies and procedures, the board’s
responsibilities, and key strategies to be implemented in crises situations are
just some highlights of this workshop.
Both agency administrators and board members
will benefit from attending. Even long-experienced staff will learn new
and exciting strategies for the reduction of liabilities through the
implementation of a risk management system, establish clear guidelines, and
ensure greater safety for volunteers, clients and staff.
Sponsored by: Grant MacEwan College
(Voluntary Sector Management/RCVO) and Strathcona County (Information and
Volunteer Centre)
Registration fee: $75 per person
Call 780-409-3820.
Funding
Sources for Edmonton’s Nonprofit Sector 2004
This updated source of funds for Edmonton
and area is now available from the RCVO. To order call
780-497-5616 or toll free at
1-877-897-5616.
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Communications for Nonprofits
by Helen Wilkie
In the course of my work as a speaker and communication
specialist, I often hear the complaint, “There’s no communication around
here!” It’s usually expressed in tones of disgust and frustration. However, I
have made two interesting observations:
-
When asked to specify what they mean by “no communication”,
most people can’t, and have no notion that communication involves a skillset.
They do, however, blame management. -
The opinion widely held throughout the rank and file is
usually contrary to the belief of senior management, which is often oblivious
to the problem.
If top level management is serious about running an organization that truly
communicates at all levels, internally and externally, it must take steps to
create that reality.
1. Genuinely make the
commitment
It’s easy to pay lip service to a communicating organization and, unfortunately,
many do. Like so many other disciplines in business, communication practices
start at the top.
One good opportunity for real communication lies in the Mission and Vision
Statements. Whose mission? Whose vision? Too often, these statements are created
by public relations people and sent down from the top like a commandment from on
high. The lofty ideals they express, however, are more likely to have practical
results if they come about through a process that includes those who are
expected to live by them, and are communicated in a meaningful way.
2. Recognize that
communication always has two sides
There is no such thing as one-way communication. Just as the principle of double
entry accounting states that for every debit there must be a corresponding
credit, so communication requires two complementary actions: for every piece of
outgoing information, someone somewhere must receive and understand the message.
Otherwise, there is no communication. I have called this The Communication
Contract™.
Clause 1: Written Communication
If you want to send a message in writing to someone, either within your
organization or outside, you must express your message clearly, concisely and in
language appropriate to that particular reader, so that he or she can understand
it on first reading. That is the writer’s part of the contract.
If you then send your letter or memo to me, I must read it with enough
attention, concentration and respect that I receive and understand the message
as you sent it. That is the reader’s part of the contract.
Unless both parties fulfill their parts, communication does not take place.
Clause 2: Oral Communication
When you make a business presentation, or make a point during a meeting, you
must speak clearly, confidently and as interestingly as possible, so that the
essence of your message stands out unmistakably. That is the speaker’s part of
the contract.
While you speak, I must decide to listen, for listening is a conscious act. I
must ask appropriate questions to clarify my understanding, and provide you with
acknowledgement and feedback that tells you I have heard and understood. That is
the listener’s part of the contract.
Until both parties fulfill their parts, communication does not take place.
Clause 3: Non-verbal Communication
Individuals and organizations constantly send non-verbal messages through their
actions and behaviour. Managers who keep their office doors closed send a
message—whether intentionally or not—that they are too busy to deal with
employees. Organizations that operate authentic employee suggestion
programs, with appropriate rewards and implementation mechanisms, send a message
that they honour their employees’ intelligence and value their contribution.
Behaviour is the outward-bound part of the contract.
We all “learn” what we choose to believe from the behaviour and actions of
others. If an employee regularly arrives late and takes many days off, the
manager “learns” that the person is not reliable. If an organization has
downsized substantially in each of the past five years and expects the same
level of productivity from those remaining, those employees “learn” to
disbelieve the organization’s statement that its employees are its most
important asset. Learning is the inward-bound part of the contract.
Only when both parties fulfill their parts does communication truly take place.
3. Understand that these
skills can—and must—be learned by everyone
If you are an executive director or senior manager, first look carefully and as
honestly as possible to see if you have these skills, and whether you take the
trouble to use them. In particular, how are your listening and learning skills?
Research constantly tells us employees perform at a higher level when management
listens to them.
Then take a look at communication throughout the organization, which may involve
a full-scale communication audit. How, where and why is communication breaking
down? Which skills are missing and in whom?
Take steps to remedy the problem through training and coaching. Monitor progress
and its effect on productivity as well as morale. You may be happily surprised
at the outcome.
George Bernard Shaw once observed, “The main difficulty with communication is
the illusion that it has been accomplished.” It’s an illusion we can no longer
afford in the constantly changing business world of today.
Helen Wilkie is a Toronto-based
communication specialist. Her website is
www.mhwcom.com and she can
be reached at
hwilkie@mhwcom.com.
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Mission-Driven Marketing™
by Todd Baker
Speak with any organization and they will tell you their primary
reason for existence is to fulfill their mission. A blank stare usually
occurs before I finish my follow-up question, which is: “Therefore, if I review
your communication strategy, will I see an integrated, mission focused message
throughout every marketing and communication approach across all organizational
units, media and audiences?”
A good hypnotist takes joy in liberating
people from their mesmerizing trance. Unfortunately, snapping my fingers
or saying magic words will not end your charity’s marketing woes. Often,
the first thing you must do to improve your situation is to step backward and
ask yourself some questions. Have you lost your way? What is driving
your marketing? Where are you taking your constituents, friends,
customers, donors? Where do they expect you to take them? Are you
establishing the right kind of relationships?
Recently, conducting interviews with senior
staff members from an international charity, I asked each one what they believed
to be their organization’s core practice. I simply asked, “What is the
number-one thing your organization does and is known for by your donors?”
As each person gave a different response from his or her vantage point, it
seemed as if I was talking with five different organizations. It came as
no surprise to learn their messaging was attempting to be omnipresent.
What is omnipresent messaging? It’s when charities present themselves as a
“do everything, be everywhere” organization.
Your organization began with a single focus,
a core mission to accomplish. What is the cause? Are you the premier
organization that addresses your core practice? If not, perhaps your
marketing and communication efforts are not entirely mission driven.
You must build organizational harmony around
answering the following questions.
} Who
are you?
} What
do you do?
} What
do you say?
From beneficiaries to staff and supporters
of your mission, to the media and general public, everyone needs to be
describing your charity consistently. These are the five audiences that
help build a nonprofit brand. Be intentional and consistent toward
these five audiences. Design an integrated communication strategy for each
audience.
Mission-Driven Marketing™, which I invented
a mere ten minutes ago, is simply the living out and articulation of your
organization’s core purpose. In other words, your organization’s marketing
is the echo of its mission.
Is the sound of your charity’s echo
concisely clear, freshly imaginative, perfectly true, and consistently
reinforcing the story of your mission? These are the secret ingredients
for marketing and fundraising success.
Temptation comes in many forms to lure you
into gimmicky campaigns that present fancy phrases only your marketing
department will recognize. Resist temptation and embrace the refreshing
simplicity of your core message.
Not until we are lost do we begin to
understand ourselves.
Henry David Thoreau
Todd Baker is with Masterworks Associates in Poulsko, Washington. His
website is
www.championsofphilanthropy.com. He can be reached at
tbaker@masterworksassociates.com.
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Inspiring Philanthropy
by Gordon Floyd
Excerpt printed with permission from a
speech delivered at the Alberta Fundraising Conference, Red Deer, February 10,
2004
The central idea I want to address today
is that “philanthropy is about much more than raising money - it is about a
way of seeing the world and our place in it. … In its purest form the
act of philanthropy is an act of love, with all that implies. But, like all
pure concepts, philanthropy in practice has been corrupted into a complex
dance between fundraisers and donors where baser notions such as tax credits,
naming rights and accountability have become central, too often obscuring the
real force that motivates both those who ask and those who give.
The past decade has been a tumultuous
period of growth and change in philanthropy and in Canada’s charitable
community. Ten years ago nobody had even calculated the size or scope of
the charitable sector. We had no comprehensive data about how much
Canadians donate each year, and no current statistics about how many hours
they volunteer. There had been no significant changes in either the
regulation of charities, or the tax incentives available to donors, in more
than 15 years.
In 1993, the term “voluntary sector” was
virtually unknown in Canada. When government officials or journalists
talked about a “third” sector, they were referring to organized labour.
Those who were active in the sector identified themselves only as part of the
arts community, or the environmental movement, or some other sub-sectoral
grouping.”
Mr. Floyd proceeds to relate the
activities affecting philanthropy through the years from 1993 to 2003
including the Voluntary Sector Round Tables, the Broadbent Report, the changes
issuing from CCRA, The Voluntary Sector Initiative and the National Survey on
Giving, Volunteering and Participating. He credits the ten years as an
amazing decade of progress and success.
Gordon Floyd, however, also admits that
there are “dark clouds – most notably in the declining ability of many
voluntary groups to invest in the people and systems they need for maximum
effectiveness and long-term success. The financial picture for much of
the voluntary sector is much bleaker today than it was before the core funding
cuts of the early 1990s.” He refers to two studies recently released
Funding Matters from the Canadian Council on Social Development and The
Capacity to Serve from a consortium led by the Centre for Philanthropy.
Mr. Floyd continues:
“I am, however, concerned by the evidence
from the latest National Survey on Giving that the motivational role of tax
incentives is becoming much more significant for Canadians. In the 2000
edition of the survey, 49 percent of Canada’s donors said they would
contribute more if governments offered them a better tax credit. That’s
an astounding one-third increase from only three years earlier when the same
question was asked, and further cause for concern about the state of
philanthropy in our country.
The same survey reveals that increasing
numbers of Canadians are citing the following reasons to justify their refusal
to donate at all, or to give more. (These are in declining order of
importance, but more people cited each of these reasons than was the case
three years earlier):
-
They don’t like the way in which requests are made
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They think the money will not be used efficiently
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They give money
directly to people, not through an organization
-
They give
voluntary time instead of money (that excuse curiously conflicts with
evidence of declining volunteer rates)
-
They say it’s hard to find a cause worth supporting, and
-
They say they don’t know where to make a contribution.
Clearly, these people are not being
inspired by philanthropy. Fortunately, at least some others are, as we
can tell by looking at the positive reasons Canadians give for donating.
It’s encouraging to note that the primary reasons remain a feeling of
compassion toward people in need, and a desire to help a cause in which the
donor personally believes. Those numbers are holding steady. On
the other hand, the only motivators that are becoming more important for
Canada’s donors are both selfish, rather than philanthropic: being personally
affected by the cause an organization supports, and wanting an income tax
credit.
But does it matter that philanthropy seems
to be under siege in Canada? Does it matter why Canadians are giving,
even if fewer are giving, so long as the total amount of donated dollars
continues to rise? Does it matter that more and more mail solicitations
include giveaways such as mailing labels and cards and calendars? Why
should we care if it requires a fancy dinner or the prospect of winning a big
prize in order to get Canadians to give some money to good causes? Is it
not simply the way of the world - the temper of the times - that donors should
get bigger tax credits, more high-profile recognition, and more of a voice in
how their donations are used?
My answer to these questions goes to the
heart of my vision of the kind of society that I want to live in, the values
that I want to pass on, my vision of Canada when it’s at its best here at home
and in the wider world.
According to my favourite reference book -
grandfather’s 100 year old Funk and Wagnall’s dictionary - philanthropy means:
the “disposition or effort to promote the happiness or social elevation of man
as man, or of mankind on a large scale; [the] desire or effort to mitigate
social evils and increase and multiply social comforts …; active
humanitarianism; literally, love of man”, or love of humanity.
In its practical form, philanthropy is an
expression of solidarity with our fellow human beings. It is about
seeing beyond ourselves and our personal interests so that we can nurture, and
be nurtured, by others in the communities where we live our lives.
Philanthropy is the opposite of selfishness and self-promotion. The
spirit of philanthropy is the glue that binds us together, that turns
individuals into a community, a society, a caring world. Through
philanthropy, we not only meet each others’ needs, we also strive together for
human excellence.
Philanthropy is not a passive belief
system, in which one thinks good thoughts while awaiting some far-off
salvation. It is an active and present commitment, focused on those
things that can bind human beings together regardless of race, creed, sexual
orientation or any of the other false divisions that bedevil so many
contemporary societies, including ours. The philanthropist’s love of
mankind is unconditional, and knows no boundaries.
My world – the world I want – is one where
the values of philanthropy, the strength of community, the power of love for
humanity, are pre-eminent and at the very core. I value my work and my
life in the voluntary sector because it enables me to support and strengthen
the values of philanthropy. I am not here – nor are others – because
they want to help people reduce their taxes, or get their name in lights.
They work in this sector because they believe they can help to make this world
a better place, because there is no more noble calling than striving with
others to meet human needs and achieve human excellence.
Most of us who believe in philanthropy
recognize the charitable and voluntary sector as the part of our society that
is least-corrupted by the enticements of either power or money. We see
in the voluntary sector the best-available instrument for putting our
philanthropic values into practice. We do not – and must not – hold
ourselves separate from or superior to families, or governments or businesses;
but we do seek to bring a perspective to our communities that is more
altruistic, more inclusive, less authoritarian, and less materialistic.
It is therefore part of our mission to
strengthen our communities by strengthening the bonds that are forged through
collective, voluntary action. Philanthropy, community, and voluntary
service are the holy trinity in my world. To me, they are the practical
embodiment of justice, freedom, and responsibility. They are
inter-connected and inter-dependent.
Philanthropy is about much more than
raising money - it is about a way of seeing the world and our place in it.
Fundraisers are, more than anyone else, in a position to ensure that
philanthropy in practice is not corrupted into a process that’s more about tax
credits and naming rights than it is about helping others simply because it’s
the right thing to do in a community where people care about one another.
Amidst all the cynicism and opportunism
and ugliness in our world, the simplicity and beauty of uncorrupted
philanthropy is truly inspirational. Whatever the specific cause may be,
what primarily motivates people to give – what inspires them - is some type of
empathy or compassion, some type of love for a group of people in their
community beyond their own families.
The literal Greek translation for the word
“philanthropy” is “love of mankind”. Today’s gender-neutral version
would be “love of humanity”.
Once again: In its purest form the act of
philanthropy is an act of love, with all that implies. And “love” is the
greatest inspirational force that mankind has ever known - it has inspired our
greatest literature, our greatest religions and our greatest deeds. If we lose
sight of its inspirational power, then we will have lost sight of the most
fundamental value of philanthropy.
In closing, let me quickly summarize the
three-part agenda for action that is implicit in my remarks today.
First and foremost, I believe we must
speak to Canadians generally, and to donors specifically, more often and more
forcefully about the altruistic and inclusive values of philanthropy.
Secondly, I believe we must strengthen the
capacity and effectiveness of our philanthropic institutions – the charities
and voluntary organizations through which we collectively seek to serve human
needs and achieve our human potential.
And finally, I believe we must continue
strengthening the bonds within and across our own philanthropic community –
our voluntary sector – so that we can better learn from one another, share our
strengths, and ensure that the noble and inspiring values of philanthropy are
influencing the attitudes, policies and actions that shape our society and our
world.
Gordon Floyd is the Executive Director with Children’s Mental Health Ontario.
For many years he was VP of Public Affairs with the Canadian Centre for
Philanthropy.
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RCVO Resources
BOOK
RESOURCES
Building
Volunteer Value:
A marketing based Workbook for
recruitment and retention
Published by
Capacity Builders at OCSA (Ontario Community support Association)
HV41.B84 2002
If you are looking for an innovative
approach to volunteer recruitment and an effective way to measure and manage
your volunteer relationships, then this workbook will be very helpful. The
workbook helps you to use relationship marketing concepts to help increase
volunteer recruitment and retention rates and to position your organization as a
place of choice for volunteers.
“Building Volunteer Value” contains
worksheets, and step-by-step plans that guide you through the process of
recruitment and retention of volunteers. It also provides examples of
successful volunteer recognition programs.
Wired for
Good: Strategic Technology Planning for Nonprofits
by Joni Podolsky,
John Wiley & Sons
HD 62.6.P65 2003
This book leads nonprofits through a
planning process that will help them align their technology use with their
mission and strategic goals, determine what the appropriate technology tools are
to meet those goals, and how the technology will be implemented and supported
over time. This guide also shows how to win support for a strategic
technology plan within an organization, evaluate a plan’s effectiveness, and
help staff and other stakeholders adapt to and benefit from the changes new
technology will bring about.
To borrow these books from Grant
MacEwan’s Learning and Instructional Services (formerly the LRC), contact
Michelle Bezenar, Interlibrary Loans, phone 780-497-5857, fax 780-497-4566,
e-mail:
bezenarm@macewan.ca
RCVO
Contributors
Todd Baker
Gordon Floyd
Scott Hood
Amanda Sokol
Dree Thomson-Diamond
Helen Wilkie
Editor: Lynda Robertson
Production: Wendy Kuzio
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