Reconsidering the Titles We Give Professional Fundraisers

Yet another member of the front-line fundraising team at my organization is departing for a position at another institution. So, as we’ve done in the past, the team gathered last night to bid farewell to Sharon — a valued colleague, trusted confidant, loyal friend, and in my case… my fundraiser?

About two years ago I decided that if I was going to be supporting my institution with philanthropic support, I should have a contact that could help set up my gift and would steward my support. Even though the research I wanted to support was literally thirty feet from my office door, I felt I should still have a chance to have a full donor experience and get to work with a fundraiser in that journey. I asked Sharon if she would be that person.

In Sharon’s departure I’ve had to consider who I’d want to represent my philanthropic interests with the organization. I believe I know who I’ll ask, but the hard part is figuring out the right way to pose the question.

Within the profession we use awkward terminology to refer to the relationship donors share with the person that represents their connection with the organization (e.g. development director and major gifts officer). Neither of these titles reflect the balance professional fundraisers negotiate between donor intent and organizational need… a highly difficult task in light of donor advised funds, restricted gifts, and performance-driven grant making. These titles also fail to address the other aspects of the fundraising profession, the trust relationship.

Look at any other professional field. Let’s say you were talking with a close friend and wanted to make reference to your doctor or accountant. You would be inclined to use a possessive pronoun. “I have to schedule an appointment to see MY doctor.”

Professional titles (doctor, accountant, lawyer) brings with it connotations of trust, confidentiality, expertise, and ethics. I proudly wear the banner of “fundraiser,” but know that this title is not fully descriptive of my profession and of my responsibilities. This became clearer last night as I considered who among my colleagues I would want to represent my interests as I continue giving to my institution.

Those that know me also know how I’ve described my job when asked by those that don’t understand the concept of a major gift officer (no, I don’t have a badge to prove it). I have settled on using the term “philanthropic adviser.” This is in large part why my current working title is now “director of philanthropy and development” not just “director of development.” I’m quite pleased with the prospect of referring to Sharon in the past tense as my philanthropic adviser. I am also confident that when I ask one of my colleagues to represent my support to the institution as my philanthropic adviser, they will be quite clear with what I am asking of them. However, I still wonder if a better term exists for professional fundraisers.

CFRE Updates Certification Requirements

CFRE International sent me an E-mail yesterday announcing two revisions to the policies for initial and re-certification. I wasn’t able to locate this announcement on the CFRE website so here is the information for anybody considering to obtain this professional fundraising credential (I recommend you do, as do others).

CFRE1) Earning Continuing Education credits.
Applicants for initial certification and recertification DO NOT have to attain 50% of their continuing education credits from CFRE Approved Continuing Education Providers.
In January 2010, a new requirement was introduced that 50% of reported continuing education activities needed to be from CFRE Approved Continuing Education Providers.  However, many candidates indicated that meeting this threshold was difficult due to the educational offerings available in their region.  In response, the CFRE Board of Directors decided to defer the implementation of the 50% CFRE Approved Provider requirement, pending further evaluation.  Based on this evaluation and continued candidate feedback, the Board since decided to discontinue the 50% policy going forward, and retroactive to March 2010.

The CFRE Approved Continuing Education Provider program enables you to quickly identify those educational opportunities which have been reviewed and deemed eligible for credit by CFRE International.  Eligibility is based on content that is reflected in the CFRE Test Content Outline, which is the identified framework of professional fundraising practice.  We encourage you to seek out these opportunities as you are able.

It is important that our global certification and recertification applicants have ample access to required continuing education activities. To that end, CFRE will continue to work with our Participating Organizations and Approved Continuing Education Providers to enhance the availability of educational offerings while encouraging certificants and applicants to take full advantage of these valuable opportunities.

Click here to view the Continuing Education Credit Policy.

Click here to view the CFRE Test Content Outline.

2) CFRE now recognizes half-time employment to meet eligibility requirements.

In response to feedback from current and prospective CFRE’s, the CFREI Board of Directors has voted to allow part-time (half-time) employment to be documented in the Professional Practice category on the application for the purpose of initial certification and recertification. CFRE defines half time employment as ½ full time employment (FTE) or greater.
This change in policy was made in consideration of the changing employment landscape in many regions, and after conducting research on the employment requirements at several international certification programs.

CFRE International appreciates the diversity of the fundraising field and is dedicated to staying abreast of trends in the profession, while maintaining the highest standards established for certification programs.

Please feel free to contact CFRE International with your questions or to discuss how this new policy may impact your eligibility.

Click here to view the Policy on Eligibility for the CFRE Credential and Policy on Eligibility for Recertification of the CFRE.

Our hope is that these changes will encourage and assist you in seeking or maintaining your CFRE certification, for your benefit and that of the profession.

CFRE is YOUR certification.  Thank you for your continued support of the CFRE program.

Warm Regards,

Denny Smith, Ph.D.

President and CEO

“Good Things” File

Two weeks ago I came across the “fundraiser’s daily affirmation” by Katya Andresen (if you’re not already following her weblog, you should). The timing couldn’t have been better. It prompted me to give thoughtful consideration about my chosen career and inspired me to print off her entry to add to my file of “good things” and to leave the following comment on her page:

Fund-raisers share a lot of similarities with Spider-man, the Wizard of Oz, and Red from Shawshank Redemption.

Like Spider-man we work between the silos. We thread together people, ideas, and facilitate connections within our organization. We weave a web of collaboration, communication, and inspiration. Since “great power comes with great responsibility,” humility is essential… lest our web become a Sir Walter Scott cautionary tale.

Like the Wizard of Oz, we work behind the scenes to give our case for support the best face and to transform words and ideas into a great show that inspires those around us to have Heart, show Courage, and think and reflect (Brain) on the transformational power of philanthropy.

Like Red, we are known and respected inside and outside our organization as the person that “knows how to get things.” We may be restricted by available resources or may have to work with difficult people in order to accomplish great things, but we press on and act as catalysts for action.

Our work as philanthropic facilitators is rarely formally recognized. Our names don’t appear in the press releases, we’re not in the photographs… by design we deflect accolades to the philanthropists that invest in our organizational mission and draw attention to the lives that are transformed because of their generosity.

Because of this, I thank you for the encouragement. I will print off your post and add to my “Good Things File” for when I need that extra boost.

The “good thing file,” or what I call the GTF for short, has been a great source of encouragement over the years. I’ve filled it with unexpected letters from benefactors and beneficiaries, e-mails and notes from co-workers, meaningful quotes, and news articles that help refocus my negative and selfish attention to the transformational effect of philanthropy.

Katya’s posting came at the perfect time. Just the evening before I learned that a fellow fundraisier had accepted a job out of state. In two-weeks time I would have to say goodbye to a respected co-worker, trusted confidante, and loyal friend. Today I was thumbing through the file and realized that my colleague has also been a consistent contributer to the GTF over the past four years.

Linda, I’ll miss seeing you every week… but I’m excited for the next chapter as you turn the page toward the future.

Fresh Set of Eyes

This post is an open request for feedback from people who have never worked for a nonprofit and are inclined to say “philanthropy” is an awkward word.

I remember when I first started working in the nonprofit sector. I entered the third sector workforce thinking of it as a short-term thing… you know, until I found a real job. However, I stuck with that first job for five years. During that time I learned that nonprofit organizations are no less professional than the private sector.

According to my boss at the time, I made important contributions to the organization. He frequently reminded me that the reasons he hired me were because I had the technical ability and personality to do the work, but mostly important – I brought a fresh set of eyes to the organization.

Having spent the better part of the past ten years as a fundraiser, board member, consultant, member of nonprofit professional societies, and student of philanthropy my “fresh eyes” are getting tired. I run the risk of developing tunnel vision. Buzz words and the “body of knowledge” are my blinders.

The following requests are directed to those with questions about nonprofit organizations, philanthropy, or any of the words nonprofit professionals throw around. Since you have the fresh eyes, I need your help.

  • I need you to ask what we do, why we do it, and how it impacts the public and private sectors.
  • I need you to ask questions that challenge nonprofits to be transparent, accountable, and innovative.
  • When request for your philanthropy of time, money, and talent arrive in your mailbox, inbox, or through some other media, tell me what you like.
  • If these requests don’t ring true, tell me why.
  • When you see a nonprofit do something you like please share and explain what resonates with you.

Advise Banking Friends in Transition to Volunteer

Considering the recent news headlines and the fact that I live and work in Charlotte, North Carolina it should probably come as no surprise that I have been getting more and more calls from people in the banking industry. They are calling to ask for advice on how to make the transition to the nonprofit sector.

Sadly, they have limited knowledge about nonprofits. “I’m sorry, but your 7 years in marketing does not equal 7 years in nonprofit fundraising.” That isn’t what I’m telling them, but it is what I’m thinking. Unfortunately sales and marketing experience do not translate directly to fundraising, but that isn’t to say there is no correlation. That is the topic of this recent post from onPhilanthropy.

I am always open to newcomers to the profession of philanthropic facilitation, but I don’t know if the nonprofit sector would benifit by aquiring “leadership” from the banking industry. Am I alone in that opinion?