Program Recap - Refresh Your Planned Giving Approach: Trends and Notes from the Field in 2023

More than 250 people gathered in-person for WID’s 2022 Fall Breakfast Kick-off held on Thursday, November 3, at the Westin Copley Place. Fundraising professionals from Boston and beyond caught up with peers across the industry and make new connections during a lively networking session before settling in for an engaging and insightful talk from guest speaker Dr. Makeeba McCreary, president of the New Commonwealth Racial Equity and Social Justice Fund (NCF).
“The only constant in life is change.” This adage feels truer now than ever—particularly in the professional world, where our work lives are largely unrecognizable from just three years ago, and movements like the Great Resignation and Quiet Quitting dominate headlines.
At the WIDGB Annual Meeting Natanja Craig-Oquendo, Executive Director of the Boston Women’s Fund, shared stories of the times she “looked over the edge” in her personal and professional journey. For Natanja, looking over the edge means taking a risk, and those “over the edge” moments have been pivotal in her life and her career.
On Thursday, March 31, WIDGB attendees had the opportunity to learn about Middle Tier and Major Giving Pipeline Development through a presentation from Nanette Fridman, Founder of Fridman Strategies. Nanette has over 25 years of experience with nonprofits as a professional, lay leader, consultant, and coach, and partners with organizations of all sizes. As attendees introduced themselves in the chat, it was clear that fundraising employees of large, small, and mid-sized organizations were all present.
On March 1, 2022, attendees from the WIDGB community had the opportunity to learn from three executives about how to best navigate your career in this new normal. All three panelists navigated a career shift during the pandemic. The panelists included: Nicole Dumas, Director of Advancement Talent, Boston College; Sarah Krasin, Executive Vice President, CCS Fundraising; and Molly Richter, Associate Director of Development, Talent Management, Massachusetts General Hospital. The moderator was Wendy Wilsker, Managing Partner, Boyden. The advice was aimed toward fundraising professionals at all levels of their career.
On February 2, 2022, Women In Development was thrilled to host a discussion featuring Kristen Robinson, COO of Fidelity Charitable, to share insight and trends in donor giving and donor advised funds (DAFs). Moderated by Giselle Ferro Puigbo, Executive Director of the Brookline Community Foundation, the session was well attended as participants were given information and strategies on how best to navigate DAFs and to utilize donor trends to help shape their fundraising strategies.
All who attended the WIDGB event on December 14, 2021, were really gifted a gift! What a professional honor, luggage of tips, and simply a treat in Donor Relations and Stewardship as discussed through the lens of diversity and embracing differences that awaited us!
The WID Community is so grateful to have had the opportunity to hear from Sara Minkara, MPP in our virtual 2021 Fall Kick-Off: A Conversation Over Coffee with Sara Minkara on Wednesday, November 10. The inspiring, emotional, and informative conversation was moderated by Stacia Sylvia, who has been a WID member since 2014 and on the WID board since 2017. Stacia currently is the Director of Foundation Relations and Development Operations at the Massachusetts Association for the Blind and Visually Impaired.
On Thursday, June 10th Women in Development of Greater Boston hosted our Annual Spring Meeting over Zoom to an impassioned audience. After a moving opening from outgoing WID President Kellen Epstein, during which she thanked the legacy of women who came before her, she introduced the incoming WID President, Katie Quackenbush Spiegel. Katie charted the direction for WID, with a focus on growth, movement, and accessibility.
Attracting, Retaining, and Advancing Diverse Talent
Systemic racism continues to impede progress for people of color in every profession, including fundraising. Recent studies show that just 19% of employees at nonprofits identify as people of color while 30% of the US identifies as people of color – and only 13% of the Association of Fundraising Professionals members identified as non-white.
"Why Do We Shape Our Stories from a Donor-Centric Perspective? Shifting Our Lens to Community-Centric Storytelling and Fundraising"
When we think about best practices in philanthropy, we often focus on how external stakeholders will receive our messages -- including donor appeals, grant proposals, and event programs. But why is this the appropriate approach and do these practices honor the stories of the communities we serve? To further advance justice, equity, diversity and inclusion in the funding space, nonprofit organizations and philanthropic institutions must re-examine how we communicate. Here are a few easy-to-implement changes that you can make in your organization today:
WID Asks Why? Series: Pay Inequity
On April 14, 2021, a panel of non-profit professionals came together on the virtual stage to engage in a discussion on the important topic of pay inequity.
Faith Eutsay, Senior Consultant at Lindauer Global, thoughtfully moderated the discussion and asked the panel—Patricia D. Keenan, Vice President of Advancement, Community and Equity at Ellis, Ahmed Mohammed, Director of Talent Acquisition at Harvard Medical School, Andrea Silbert, President at Eos Foundation, and Sharon J. Stanczak, CFRE, Vice President for Institutional Advancement at the Whitehead Institute—tough questions on the matter to shed light on the systemic problem of pay inequity.
Ethics in Fundraising
On April 27, 2021, a panel gathered to discuss best practices for developing gift and donor acceptance policies, making ethical decisions on how to work with donors, and how to graciously decline gifts from controversial funders. This program was generously sponsored by CCS Fundraising.
On January 28, 2021, a panel gathered to discuss tips on best practices for achieving virtual event goals, how to maximize results, and ideas for post-event cultivation. This program was generously sponsored by CCS Fundraising.
On February 11, 2021, Stacia Silvia, Director of Foundation Relations and Development Operations at MAB Community Services, shared a crash course on grants, and answered participant questions. This lunch and learn was sponsored by CCS Fundraising.
On December 3, 2020, WID asked a very basic, yet complicated question: How does a fundraiser make inroads with Corporate Social Responsibility programs in the Life Sciences?
The morning began with greetings from WID’s President, Kellen Epstein and two 15-minute networking sessions. It was a wonderful way to start the morning and was a fun, virtual replacement for the normal networking that would happen in the room at a WID event.
On October 27, 2020, WID brought to light a question that many within the development profession are asking themselves daily. How do we continue moving forward with our major gifts program during a global pandemic? This program, sponsored by CCS Fundraising, gave attendees concrete suggestions from both fundraisers and donors alike, that although much has changed around us, the basics remain. We still need to continue making those asks, reach out to our constituents and building deeper connections with our donor base.