The Philanthropic Quest: A Paradigm Shift in Organizational Development

1. The Philanthropic Quest: A paradigm shift in organizational development and fundraisingMark D. Walker MA, CFREPresidentwww.funddevelopmentinnovations.com

2. The Quest “A process driven by the philanthropist’s pursuit of good works RATHER THAN the organization’s needs or pursuit of money.”

3. Why Here, Why Now at the HNK Group? HNK fosters healthy, resilient individuals & communities Our world is ever changing. We need to strengthen our capacity. We’re starting with what we have not what we lack. The HNK Group honors the value of what’s already good about a situation & avoids the pervasive culture & model of deficits.

4. Today’s Journey Learn about the founder & his inspiration Learn about the basic tenants of the Quest Experience this approach by answering a provocative proposition Learn of the program’s impact Learn about and use the tool of “Appreciative Inquiry” Share your successes in philanthropy Learn about available resources

5. Meet the Founder and My Mentor Jim Lord Jim joined Ketchum, Inc fresh out of college & the Navy First day on the job he asks, Why do people volunteer? Why do they give money?

6. Central to “The Quest” • A shared vision of the future that the donor helps articulate, which: • Inspires people with what is possible • Gives them confidence and energy to make it happen

7. Key characteristics of “The Quest” • The “provocative propositions” that capture donors’ imagination are generated by conversations about their most cherished experiences, values and aspirations

8. Key characteristics of “The Quest” • The “transformative commitment” is an act of moral leadership. It can raise the sights of all donors by redefining worth and stature of the organization • Through the Quest, we invite donors to become true partners and collaborators by inviting them to do something important with us

9. Key characteristics of “The Quest” • If we want better relationships, we must have fewer. Just as we select our personal friends, we can select our philanthropic partners • We succeed in attracting resources to our organization to the extent that we bring meaninginto the lives of donors and volunteers

10. Key characteristics of the Quest • We create a positive, appreciative and generative dialogue with and among members • Rather than incremental advances, we strive for breakthrough philanthropy that sets new standards for the organization and those who are watching

11. Appreciative Inquiry: An approach used to find out the successes and things at their best. We: • Identify what works and find ways to infuse more of it into the organization • Try to develop and hold an image in our mind of what we’ve done exceptionally well • Affirm the smallest successes and triumphs, which enable us to hold a positive image of • End result: We understand those “life-giving forces” that provide vitality and distinctive competence to an organization

12. The Power of Appreciate Inquiry Confucius would have us involve people, actively if we seek to influence them: “I hear and I forget. I see and I remember. I do and I understand.

13. The Power When you listen to somebody else, whether you like it or not, what they say becomes a part of you…The common pool is created,…At some pint people become recognizing that the common pool is more important than their separate pools. David Bohm

14. Focusing on when the organization was at its best: • Builds organizational self—esteem and potency • Encourages donors to value the organization more highly

15. Charity Fund raising, development Needs Prospects, funding sources Identify Cultivate Ask, solicit Give, contribute, support Enlist Direct Philanthropy Advancement Opportunities Potential donors, people Select Build relationships Invite, elicit Invest Attract Facilitate Differences Between Describing Traditional Fundraising & the Quest

16. Criteria for choosing Quest participants • Influence: Ability to enlist people of stature for leadership positions and to make pace-setting investments • Affluence: Ability to make a substantial contribution • Availability: Willingness to give priority attention to campaign

17. Criteria for choosing Quest participants 4. Team spirit: Capability and willingness to provide true leadership and to accept professional direction 5. Representative: Of the agency, community and business community

18. AI in Action: Interview each other using the questions below as a guide Tell me about your all time favorite story of philanthropy in action Tell me about the first time you remember helping another How old were you when you made your first philanthropic gift? How has philanthropy & volunteering change your life?

19. Impact of the Philanthropic Quest in Phoenix Food for the Hungry with Jim Lord, 1992 Make A Wish Foundation with Robin Dunn 4Kids Center for Healthy Care Against Family Violence Mission of Mercy with Maureen Bureson Christian Care with Bill Tennison Safe Haven with Ramon Leon

20. Resources “What Kind of World Do You Want?” In the pages of Jim’s latest book you’ll find proven ways to enliven civic life, ignite confidence, and inspire people to act 2010 Manifesto: 6 ways you can reclaim hope & inspire people—his web site: Jimlord.org Google “Appreciative Inquiry” and see “images” of AI Generousgiving.org and search “Mark Walker” for my article, “The Philanthropic Quest: A Fund-Raising and Organizational Development Paradigm Shift” Jim’s personalized web site for this presentation: http://jimlord.org/mark http://www.funddevelopmentinnovations.com

21. One Final Thought Because the needs of the world seem incalculable, it’s hard to see that the capabilities of the world are, too. James Gregory Lord - Philanthropic Quest International