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From Diversity to Inclusion
in Philanthropy
Leah Eustace, M.Phil, CFRE, ACFRE
Chief Idea Goddess
Good Works
@LeahEustace
2015 Summer Leadership Institute
What, exactly, is diversity?
2015 Summer Leadership Institute
2015 Summer Leadership Institute
What does it mean in philanthropy?
Diversity and Inclusion in Fundraising – seeks to
achieve a broad representation of experiences,
perspectives, and cultures to ensure that the best
possible thinking, ideas, opportunities and solutions
are considered; intentionally creates a respectful
and welcoming environment that is open to all; and
appreciates the unique contributions of every
member of the community.
~ Association of Fundraising Professionals (AFP)
2015 Summer Leadership Institute
2015 Summer Leadership Institute
Diversity is the Mix;
Inclusion is Making
the Mix Work
2015 Summer Leadership Institute
The Inclusive Giving Project
From Diversity to
Inclusion in Philanthropy:
An Action Plan for
Ontario's Charitable Sector
2015 Summer Leadership Institute
Context
Ontario:
• 22% foreign born
• 3 largest visible
minorities: Asian,
Aboriginal, Black
• More than 50% of
Toronto residents are
part of visible ‘minority’
United States:
• 13% foreign born
• 3 largest visible
minorities: Hispanic,
Black, Asian
• 18% of Americans are
part of visible minority
2015 Summer Leadership Institute
Objective One:
Develop Cultural Competencies in Philanthropy
• How can charities and non-profits increase
their learning capacity to ensure there is a
deeper understanding of different giving
traditions?
• Across cultures, what are the shared giving
values? What values differ?
2015 Summer Leadership Institute
Objective Two:
Refine identification, cultivation and stewardship tools
• What are some of the successful ways of
diversifying philanthropic leadership?
• What does “thank you” look like in different
communities? What does “good stewardship”
mean?
• When it comes to diversity and philanthropy,
does it matter who makes “the ask?”
2015 Summer Leadership Institute
Objective Three:
Promote and engage on the ground, and at leadership levels
• What roles can ethnic and special interest
media play in promoting charitable giving?
• How do community-specific charities work
with their own communities and leaders to
encourage philanthropy?
• What are some examples of successful
outreach initiatives to diverse communities?
2015 Summer Leadership Institute
Objective Four:
Enhance our understanding of the ‘diversity within diversity’ factor
• What are the various giving and philanthropic
nuances found under an umbrella community
group?
• How do other factors (religion, race, class,
immigration history, etc.) affect participation in
local giving?
• How can charities avoid making generalizations
and assumptions about diversity and giving and
ensure that their work isn’t tokenistic?
2015 Summer Leadership Institute
Objective Five:
Offer cross-cultural and cross-community networking opportunities
• Through this initiative, can we provide an
opportunity for charitable leaders to network
with philanthropic influencers and donors?
• How can non-profit researcher help develop
academic and theoretical frameworks about
programming and networking opportunities?
2015 Summer Leadership Institute
12 Communities
2015 Summer Leadership Institute
South Asian Philanthropy
• There are 2,000 ethnic groups
of South Asian origin
• Fundraisers must avoid the
temptation to develop one
overarching strategy to
engage and solicit South
Asian donors
• Giving is a very personal act,
motivated by one’s faith,
professional networks, family,
financial capacity
2015 Summer Leadership Institute
Chinese Philanthropy
• Giving time is as
important as giving
money (offer vol opps)
• Identify value and worth
of donations
• Choose the right ‘asker’
• Save the date: Chinese
New Year
• Diversity within diversity
2015 Summer Leadership Institute
Jewish Philanthropy
• Jewish people give every day:
every home has a charity box
• Mentoring, leverage and
innovation excite Jewish donors
• Next gen is top of mind
• Donor fatigue
• “Giving is in our DNA”
• Peer-to-peer solicitation is
highly effective Avoid Fridays
and Saturdays
2015 Summer Leadership Institute
Indigenous Philanthropy
• Common shared values are the
key
• Project/program must reflect
indigenous experiences and
giving
• Indigenous Reciprocity refers to
the recognition of, and gratitude
for, what is received and given: “I
have the honour of giving and
you honour me by receiving.”
• Unrealized opportunities
2015 Summer Leadership Institute
African and Caribbean Philanthropy
• Ubuntu: human kindness
• Fundraisers can make
meaningful connections
through discussions about
faith, spirituality and shared
humanity
• Approach these communities
with the mindset of
“friendraising” first
• Passion and cause can trump
personal connection
2015 Summer Leadership Institute
Women and Philanthropy
• More focused on
relationships/partnerships
• Give less to more charities
• Want more info than men
before making decision
• Impact more important than
recognition
• Want to be involved
• Women live longer
• Prefer collaborative approach
2015 Summer Leadership Institute
Next Gen Philanthropy
• Empowered by out-of-the-box
thinking and using new and
experimental giving models like
crowdfunding, mobile giving
and microfinance
• Feel that it’s their right and
duty to be ‘all in’ and they take
initiative with limited resources
• Raising money requires deep
engagement and meaningful
volunteer opportunities
2015 Summer Leadership Institute
Muslim Philanthropy
• Philanthropy is a central tenet
of Islam
• Most practicing Muslims
regularly give away a certain
percentage of their savings
• Faith leaders are important in
rallying giving
• Fundraisers must develop
true, authentic engagement
opportunities and encourage
the full participation of this
growing faith community
2015 Summer Leadership Institute
LGBT Philanthropy
• Philanthropy in LGBT
communities is rooted in a
proud history of activism,
social justice and mutual
support
• Historically, events have been a
common vehicle through
which many nonprofits raise
money in LGBT communities
• Focus on initiatives that build
lifelong and authentic
relationships
2015 Summer Leadership Institute
Hispanic Philanthropy
• To engage Hispanic
donors, first understand
their rich and diverse
culture and history
• Storytelling, social media
and focusing on building
relationships are key
• Natural connection to
social issues
2015 Summer Leadership Institute
Philanthropy and People with Disabilities
• Use the “Triple A” formula:
develop awareness, with an
enthusiastic attitude, to
accomplish our goals
• Differences need to be
celebrated
• Work with the community to
change perceptions of and
barriers faced by people
with disabilities instead of
trying to “mend” them
2015 Summer Leadership Institute
2015 Summer Leadership Institute
Overarching Guidelines
• Don’t make
assumptions
• Do research to learn
and understand
• Employ respect and
curiosity
• Enlist a ‘guide’ or
interpreter
• Create shared
ownership
• Don’t just translate…
resonate
• Be in it for the long haul
• At the end of the day,
it’s all about
relationships
2015 Summer Leadership Institute
Next Steps
1. We need to educate ourselves.
2. Develop a definition of diversity, equity and
inclusion for your organization.
3. Gather some baseline data.
4. Don’t be afraid to reach out.
5. Develop a strategic plan around diversity, equity
and inclusion.
6. Consider training in cultural competency.
2015 Summer Leadership Institute
Tools and Resources:
http://www.afpinclusivegiving.ca/
2015 Summer Leadership Institute
Tools and Resources:
http://www.ccdi.ca/
2015 Summer Leadership Institute
Tools and Resources:
http://www.environicsanalytics.ca/software/originscanada
2015 Summer Leadership Institute
Tools and Resources:
http://extension.usu.edu/diversity/htm/testing-developing-and-
learning-about-cultural-competency
2015 Summer Leadership Institute
Tools and Resources:
https://implicit.harvard.edu/implicit/
2015 Summer Leadership Institute
Questions?
Leah Eustace, M.Phil., CFRE, ACFRE
Chief Idea Goddess
Good Works
leah@goodworksco.ca
(613) 232-9113 x 100
2015 Summer Leadership Institute

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From Diversity to Inclusion in Philanthropy

  • 1. From Diversity to Inclusion in Philanthropy Leah Eustace, M.Phil, CFRE, ACFRE Chief Idea Goddess Good Works @LeahEustace 2015 Summer Leadership Institute
  • 2. What, exactly, is diversity? 2015 Summer Leadership Institute
  • 4. What does it mean in philanthropy? Diversity and Inclusion in Fundraising – seeks to achieve a broad representation of experiences, perspectives, and cultures to ensure that the best possible thinking, ideas, opportunities and solutions are considered; intentionally creates a respectful and welcoming environment that is open to all; and appreciates the unique contributions of every member of the community. ~ Association of Fundraising Professionals (AFP) 2015 Summer Leadership Institute
  • 6. Diversity is the Mix; Inclusion is Making the Mix Work 2015 Summer Leadership Institute
  • 7. The Inclusive Giving Project From Diversity to Inclusion in Philanthropy: An Action Plan for Ontario's Charitable Sector 2015 Summer Leadership Institute
  • 8. Context Ontario: • 22% foreign born • 3 largest visible minorities: Asian, Aboriginal, Black • More than 50% of Toronto residents are part of visible ‘minority’ United States: • 13% foreign born • 3 largest visible minorities: Hispanic, Black, Asian • 18% of Americans are part of visible minority 2015 Summer Leadership Institute
  • 9. Objective One: Develop Cultural Competencies in Philanthropy • How can charities and non-profits increase their learning capacity to ensure there is a deeper understanding of different giving traditions? • Across cultures, what are the shared giving values? What values differ? 2015 Summer Leadership Institute
  • 10. Objective Two: Refine identification, cultivation and stewardship tools • What are some of the successful ways of diversifying philanthropic leadership? • What does “thank you” look like in different communities? What does “good stewardship” mean? • When it comes to diversity and philanthropy, does it matter who makes “the ask?” 2015 Summer Leadership Institute
  • 11. Objective Three: Promote and engage on the ground, and at leadership levels • What roles can ethnic and special interest media play in promoting charitable giving? • How do community-specific charities work with their own communities and leaders to encourage philanthropy? • What are some examples of successful outreach initiatives to diverse communities? 2015 Summer Leadership Institute
  • 12. Objective Four: Enhance our understanding of the ‘diversity within diversity’ factor • What are the various giving and philanthropic nuances found under an umbrella community group? • How do other factors (religion, race, class, immigration history, etc.) affect participation in local giving? • How can charities avoid making generalizations and assumptions about diversity and giving and ensure that their work isn’t tokenistic? 2015 Summer Leadership Institute
  • 13. Objective Five: Offer cross-cultural and cross-community networking opportunities • Through this initiative, can we provide an opportunity for charitable leaders to network with philanthropic influencers and donors? • How can non-profit researcher help develop academic and theoretical frameworks about programming and networking opportunities? 2015 Summer Leadership Institute
  • 14. 12 Communities 2015 Summer Leadership Institute
  • 15. South Asian Philanthropy • There are 2,000 ethnic groups of South Asian origin • Fundraisers must avoid the temptation to develop one overarching strategy to engage and solicit South Asian donors • Giving is a very personal act, motivated by one’s faith, professional networks, family, financial capacity 2015 Summer Leadership Institute
  • 16. Chinese Philanthropy • Giving time is as important as giving money (offer vol opps) • Identify value and worth of donations • Choose the right ‘asker’ • Save the date: Chinese New Year • Diversity within diversity 2015 Summer Leadership Institute
  • 17. Jewish Philanthropy • Jewish people give every day: every home has a charity box • Mentoring, leverage and innovation excite Jewish donors • Next gen is top of mind • Donor fatigue • “Giving is in our DNA” • Peer-to-peer solicitation is highly effective Avoid Fridays and Saturdays 2015 Summer Leadership Institute
  • 18. Indigenous Philanthropy • Common shared values are the key • Project/program must reflect indigenous experiences and giving • Indigenous Reciprocity refers to the recognition of, and gratitude for, what is received and given: “I have the honour of giving and you honour me by receiving.” • Unrealized opportunities 2015 Summer Leadership Institute
  • 19. African and Caribbean Philanthropy • Ubuntu: human kindness • Fundraisers can make meaningful connections through discussions about faith, spirituality and shared humanity • Approach these communities with the mindset of “friendraising” first • Passion and cause can trump personal connection 2015 Summer Leadership Institute
  • 20. Women and Philanthropy • More focused on relationships/partnerships • Give less to more charities • Want more info than men before making decision • Impact more important than recognition • Want to be involved • Women live longer • Prefer collaborative approach 2015 Summer Leadership Institute
  • 21. Next Gen Philanthropy • Empowered by out-of-the-box thinking and using new and experimental giving models like crowdfunding, mobile giving and microfinance • Feel that it’s their right and duty to be ‘all in’ and they take initiative with limited resources • Raising money requires deep engagement and meaningful volunteer opportunities 2015 Summer Leadership Institute
  • 22. Muslim Philanthropy • Philanthropy is a central tenet of Islam • Most practicing Muslims regularly give away a certain percentage of their savings • Faith leaders are important in rallying giving • Fundraisers must develop true, authentic engagement opportunities and encourage the full participation of this growing faith community 2015 Summer Leadership Institute
  • 23. LGBT Philanthropy • Philanthropy in LGBT communities is rooted in a proud history of activism, social justice and mutual support • Historically, events have been a common vehicle through which many nonprofits raise money in LGBT communities • Focus on initiatives that build lifelong and authentic relationships 2015 Summer Leadership Institute
  • 24. Hispanic Philanthropy • To engage Hispanic donors, first understand their rich and diverse culture and history • Storytelling, social media and focusing on building relationships are key • Natural connection to social issues 2015 Summer Leadership Institute
  • 25. Philanthropy and People with Disabilities • Use the “Triple A” formula: develop awareness, with an enthusiastic attitude, to accomplish our goals • Differences need to be celebrated • Work with the community to change perceptions of and barriers faced by people with disabilities instead of trying to “mend” them 2015 Summer Leadership Institute
  • 27. Overarching Guidelines • Don’t make assumptions • Do research to learn and understand • Employ respect and curiosity • Enlist a ‘guide’ or interpreter • Create shared ownership • Don’t just translate… resonate • Be in it for the long haul • At the end of the day, it’s all about relationships 2015 Summer Leadership Institute
  • 28. Next Steps 1. We need to educate ourselves. 2. Develop a definition of diversity, equity and inclusion for your organization. 3. Gather some baseline data. 4. Don’t be afraid to reach out. 5. Develop a strategic plan around diversity, equity and inclusion. 6. Consider training in cultural competency. 2015 Summer Leadership Institute
  • 30. Tools and Resources: http://www.ccdi.ca/ 2015 Summer Leadership Institute
  • 34. Questions? Leah Eustace, M.Phil., CFRE, ACFRE Chief Idea Goddess Good Works leah@goodworksco.ca (613) 232-9113 x 100 2015 Summer Leadership Institute