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Donor
cultivation in
  theory and
      practice
Jenny Harrow, Tobias Jung,
Hannah Pavey, Jeanie Scott
Aim
 To identify the existing levels and nature of donor cultivation
 practices within the Scottish arts sector and to explore the
 challenges Scottish arts organisations face at a time of
 mounting resource pressures.
Method
 Co-production approach

 Exploratory review of academic and non-academic literature

 Online survey

 Telephone interviews

 Focus groups
Practice Findings
Five clusters
  Organisational factors

  Contexts and relationships

  Donors

  Approaches

  Success
Organisational factors – the internal organisational
  characteristics of individual organisations;
‘Even though everyone understands the need for funds,
   fundraising is perhaps not as valued as other parts of the
   organisation’
Contexts and relationships – the socio-political, cultural and
  economic environment as well as stakeholders, partners and
  competitors within the sector;
‘You need to focus on who you’re targeting There is a lot of
   diversity in the market. The donor isn’t going to be interested
   in ALL arts’
Donors – the knowledge and understanding of existing and
  potential donors;
Approaches – the extent and nature of approaching and
  interacting with donors;
Success – the understanding, assessment and use of
  ‘effectiveness’ within donor cultivation and fundraising more
  widely
‘I have no background in this—there is no precedent—have
    tried to be modest in how much we can raise in a year…but it
    is difficult to calculate’.
Findings from the literature
Three clusters
 Donor engagement

 Donor education

 Donor control
Donor engagement – interactive relationships
 Transactional relationship perspective

 Relationship fundraising perspective
Donor education – instructive relationships
       ‘the formal learning opportunities that engage and
  enable individuals to make wise decisions about their giving
  to achieve impact and change’ (Siegel and Yancey 2002: 8).
Donor control – directive relationships
 Non-profit directed relationship

 Donor directed relationship
Fundraising models and
perspectives
• Steps and cycles, pyramids, and social
  interaction models
• Donor motivations: ‘there is urgent need to
  invest in research that clarifies donors’
  motivations, needs, and decision-making
  criteria’ William and Flora Hewlett Foundation
  and McKinsey & Company (2008: 4)
• Targeting
Donor cultivation as an umbrella concept
ThinKit! Steering Wheel     Organisation
A reflective framework to    al factors
donor cultivation




                                           Context and
              Success
                                           relationships




               Approach                     Donors
Organisational factors
What are the internal challenges and opportunities for donor
 cultivation within your organisation? How do different
 organisational responsibilities relate to each other?
Contexts and relationships
 What challenges and opportunities does the socio-political
 and economic environment offer? What are your existing
 relationships with other organisations and how could these
 be used? Are there opportunities for networking or
 collaboration and how can these be developed?
Donors
 Who are your existing and potential donors? What do you
 know about them? How can you learn more about them ?
Approaches
 How will you go about approaching, engaging and managing
 existing and new donors?
Success
 How do you define success for your donor cultivation
 strategy? Where do you want to be? How do you know that
 you are there? How are you going to communicate/use your
 successes?
ThinKit! Steering Wheel     Organisation
A reflective framework to    al factors
donor cultivation




                                           Context and
              Success
                                           relationships




               Approach                     Donors

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Donor Cultivation in theory and practice

  • 1. Donor cultivation in theory and practice Jenny Harrow, Tobias Jung, Hannah Pavey, Jeanie Scott
  • 2. Aim To identify the existing levels and nature of donor cultivation practices within the Scottish arts sector and to explore the challenges Scottish arts organisations face at a time of mounting resource pressures.
  • 3. Method  Co-production approach  Exploratory review of academic and non-academic literature  Online survey  Telephone interviews  Focus groups
  • 4. Practice Findings Five clusters  Organisational factors  Contexts and relationships  Donors  Approaches  Success
  • 5. Organisational factors – the internal organisational characteristics of individual organisations; ‘Even though everyone understands the need for funds, fundraising is perhaps not as valued as other parts of the organisation’
  • 6. Contexts and relationships – the socio-political, cultural and economic environment as well as stakeholders, partners and competitors within the sector; ‘You need to focus on who you’re targeting There is a lot of diversity in the market. The donor isn’t going to be interested in ALL arts’
  • 7. Donors – the knowledge and understanding of existing and potential donors;
  • 8. Approaches – the extent and nature of approaching and interacting with donors;
  • 9. Success – the understanding, assessment and use of ‘effectiveness’ within donor cultivation and fundraising more widely ‘I have no background in this—there is no precedent—have tried to be modest in how much we can raise in a year…but it is difficult to calculate’.
  • 10. Findings from the literature Three clusters Donor engagement Donor education Donor control
  • 11. Donor engagement – interactive relationships Transactional relationship perspective Relationship fundraising perspective
  • 12. Donor education – instructive relationships ‘the formal learning opportunities that engage and enable individuals to make wise decisions about their giving to achieve impact and change’ (Siegel and Yancey 2002: 8).
  • 13. Donor control – directive relationships Non-profit directed relationship Donor directed relationship
  • 14. Fundraising models and perspectives • Steps and cycles, pyramids, and social interaction models • Donor motivations: ‘there is urgent need to invest in research that clarifies donors’ motivations, needs, and decision-making criteria’ William and Flora Hewlett Foundation and McKinsey & Company (2008: 4) • Targeting
  • 15. Donor cultivation as an umbrella concept
  • 16. ThinKit! Steering Wheel Organisation A reflective framework to al factors donor cultivation Context and Success relationships Approach Donors
  • 17. Organisational factors What are the internal challenges and opportunities for donor cultivation within your organisation? How do different organisational responsibilities relate to each other?
  • 18. Contexts and relationships What challenges and opportunities does the socio-political and economic environment offer? What are your existing relationships with other organisations and how could these be used? Are there opportunities for networking or collaboration and how can these be developed?
  • 19. Donors Who are your existing and potential donors? What do you know about them? How can you learn more about them ?
  • 20. Approaches How will you go about approaching, engaging and managing existing and new donors?
  • 21. Success How do you define success for your donor cultivation strategy? Where do you want to be? How do you know that you are there? How are you going to communicate/use your successes?
  • 22. ThinKit! Steering Wheel Organisation A reflective framework to al factors donor cultivation Context and Success relationships Approach Donors