Chinese New Year Traditions for Nonprofits

Happy New Year! Chinese New Year, that is.

On January 31, 2014, Chinese communities throughout the world begin two weeks of celebrations to mark the lunar new year, the year of the Horse, the culmination of many preparations and traditions that have been in place for generations.

As we begin this new year, here are some of the traditions that can be productive to apply to your nonprofit life:

Conduct a thorough cleaning. Of your database, that is. Are you collecting useful information? Is it organized the way that is productive? Are there pledges that should be written off or past donors that can be archived?

Reconcile old debts and grudges. It's not just about money. Are there people to whom you owe follow up, or prospective donors that you should "bless and release?" In some cases, you're better to let a donor go than continue to pursue a gift that doesn't work for the contributor. Reassess the donors that are in cultivation and decide what you need to do to move them forward or to move them on to another cause.

Give "lucky money." The iconic red envelopes are given to children to insure that they have good luck for the coming year. In the same vein, think about your own philanthropy and consider a gift to a charitable cause that is not the one you work for. Was there an organization you missed in December? Is there a new cause you would like to support? Being a donor makes you a better, more aware fundraiser.

Look forward, not back. Earlier this month, you may have assessed how things went last calendar year. Now is the time to finalize the calendar year plan if you haven't already. If you've already set goals for the year, plan out milestones and action steps now.

Wear red. This has no translation to the nonprofit field. It's just good luck.

Celebrate abundance. The New Year's Eve dinner is traditionally a large celebration for the family to celebrate how much wealth they have, regardless of what actual physical wealth they hold, and carry over that optimism to the new year. Too often, with the bustle of the holidays and year end giving campaigns, and the stress of having to raise every dollar, development program staff do not have the time to celebrate the generosity of their donors and the successes of their efforts. Now that the year end gifts have been processed and thank you letters sent, take a moment to be thankful for the support you receive. Gather those close to your cause and say, "We have so much!"

Wishing you, and your nonprofit, prosperity in the new year! Gong Xi Fai Cai!

(This was first posted in 2012. The original post is here.)

Fundraising Through a Different Lens: Thoughts to Guide Philanthropy in Diverse Communities

Many well intentioned fundraisers have made a cultural misstep: you schedule a major event on a religious holiday, pick a menu that features food that is culturally taboo, or you make an assumption about someone's beliefs only to find out the hard way that you are very, very wrong. So how can you navigate cultural traditions, norms and unwritten rules when you are not a member of a certain group, yet you need to work with the group for fundraising?

1. Think about things you have in common with individuals within the community.
When we meet someone new, if you're good at getting to know people, you immediately start to try to find things that you have in common. But isn't it interesting, that when you consider groups of people, suddenly it becomes easier to find things you don't share? Instead of thinking about a particular culture as a group: Native American, African American, Chinese American, Jewish, Muslim, or others, begin with a single individual. Try to find common values and interests with that one person. Not only will this help with building respect for a potential donor's values, but also works to develop relationships that are critical to the fundraising process.

2. Find a "coach," advisor or trusted ally to help you within the community.
There are many factors that contribute to the definition of a culture, including but not limited to religious beliefs, traditions, geographic location, economic class, language, food, and much more. It can be very difficult to understand the layers of culture if you are an "outsider"--a transplant or an occasional visitor. Your advisor should be someone that you have gotten to know well enough that you can ask them the "stupid questions" without completely offending them. They should also be someone who believes in and trusts you enough to steer you away from the pitfalls and potholes! One of our trusted advisors is always good to point out without judgement when we've made a mistake. They also explain where we went awry. We value these learning opportunities and generally don't make the same mistake twice!

3. Take time to understand the "philanthropic currency" of the community.
While fundraisers are typically dealing with cash or cash based assets, we need to be aware that many diverse communities do not have a history of cash based philanthropy. In each group's culture of philanthropy, there may be traditions of helping extended family by providing a place to stay, or bringing food to a person who is sick, or coming with your horse to help with farming. In general, there is some tradition of helping others in every culture we have encountered, but in most, it is very direct and hands on. This is not to say that cash contributions don't happen in diverse communities--in fact, "minority" groups will become a majority proportion of philanthropic givers in the future as the makeup of our population changes. What you need to do, with the help of your advisor or coach, is understand what the culture's philanthropic currency is traditionally, and how you can translate those concepts to cash giving.

For example, in early Chinese American philanthropy, support was provided through "name houses," where any new immigrant with a particular family name could get help with housing, employment, communication, and more. So I could have gone to the Lin house to get help if I were just landing in the United States. Benefactors to these name houses were generally immigrants who had already established themselves. Points that you might glean from this tradition are that honoring the family name and making sure that the next generation is better off than the last are highly valued by this group.

4. Challenge your assumptions not only about other cultures but about yourself.
What misconceptions might other cultures have about you? Being aware of what assumptions others might be bringing to the conversation will also help with your relationship development. In my past, I've had people assume that I know how to speak Chinese, can beat up someone with karate, will generally be quiet and demure, will giggle with my hand over my mouth, and that I was not born in the United States--all of which are incorrect. (I've also had people assume that I was a good student, that I'm good at math, and that I can whip up a mean Chinese dinner, but those are true.) For Jim, working with Native American communities, others bring many assumptions about what the "pahana" (white man) will do. Assessing what misconceptions you may have to disprove will also help you navigate the culture.

5. Take time to build trust.
As much as I would like to say that there is a magic formula, there isn't. This won't happen overnight. Like other sustainable philanthropic endeavors, this will be an investment in a relationship that will evolve into support for your cause. It's not about changing what you wear, or translating your materials into another language--it's about understanding what a community values, finding advocates for your cause within the community, and building connections based on honesty and mutual respect.

Other resources about diversity in fundraising
This blog is an extension of my original essay written for the Association of Fundraising Professionals Kaleidoscope e-newsletter. Read the essay here.

Jay Frost writes a great blog, Frost on Fundraising. Here's his article on The Business Case for Diversity.

This blog was based on a session presented to the Association of Fundraising Professionals Southern Arizona Chapter in June 2010. One exercise was "Circles of my Multi-Cultural Self," which is available at Critical Multicultural Pavilion.

If you are interested in having this session presented to your nonprofit organization or association, please contact us at info@goalbusters.net or use the Contact Us link.

AFP Kaleidoscope Thought Leader Column: Fundraising through a Different Lens

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The following column was featured in the November 2009 issue of the Association of Fundraising Professionals' Kaleidoscope newsletter. To see the newsletter on their website, visit AFP Kaleidoscope (Online) and to become a member, visit Join AFP!

*****

People often ask me, “Where are you from?” I know what they are trying to ask, but most of the time I answer, “I’m from Wisconsin.” I was the first Chinese baby born at Beaver Dam Lutheran Hospital. At the time, our family was the only Asian family in Dodge County, Wis. As a child, like many minorities in small communities, I wanted nothing but to fit in. That experience made me adaptable, so I generally can find ways to connect with whatever culture I am in—except, ironically, the Chinese community. My family and I were so focused on fitting in that I received minimal exposure to Chinese traditions and norms.

When we interact with others one-to-one, it is usually easy to find things you have in common. Because of this natural inclination, we have focused on finding similarities among diverse communities as well: Where do we have common ground? How are we alike? While we need to build bridges and find those connections among communities, sometimes it feels as though we ignore the richness our differences offer.

For example, I have had the privilege of working with the Hopi Education Endowment Fund in Kykotsmovi, Ariz. (www.hopieducationfund.org), for several years. When we first started working together, we attempted to take western best practices in philanthropy and apply them to its situation. Some practices did translate well, such as most special-event strategies and direct mail. However, as we dove deeper into more complex strategies, highlighting cultural differences became the key.

When we attempted to start our planned-giving program, we initially looked at naming the program after a prominent Hopi leader who had just passed away. Culturally, planning for death is taboo among the Hopi. From what I had learned over the past few years, when you pass from this earth, those who survive are not to spend too much time mourning you, for that could block your passage into the next world. Naming a planned-giving club after this leader was not appropriate, and also raised concerns about the overall appropriateness of planned giving on Hopi in general. At one point, someone observed, “Planned giving won’t work on Hopi.”

Undeterred, we deconstructed the program: What were we trying to accomplish at the core of this? First, we wanted to provide a long-term source of funding for the organization. In addition, we wanted to offer people the option of transferring assets at a later date-and potentially give the organization a larger gift than they could afford from current cash. Those were the fundamentals, which apply to almost any planned giving program.

With those basics in mind, we requested the assistance of a Hopi language expert and started brainstorming about cultural aspects that might support our activities. After many months of discussion and reflection, a member of our committee brought forth the concept of “no’a.”

No’a has changed the way that I speak of planned giving, even when off reservation. No’a is how one generation passes valuable assets—knowledge, wealth or possessions—to the next. The elder carefully considers those around him or her and then selects a caretaker who will use the asset responsibly and share it with the community. By emphasizing this cultural norm, the fund has created “No’ayatiwqam: Those Who Have Given,” its planned-giving club that focuses on how the donor can select a responsible caretaker, such as the Hopi Education Endowment Fund, to continue to share assets with Hopi students for generations to come.

In a well-intentioned effort to break down barriers among diverse communities, we sometimes miss the color and depth that our differences can bring. As I have worked with other diverse communities, I have come to value my own cultural aspects more, and am starting to take steps toward bringing my family’s Chinese traditions into my philanthropy. By carefully analyzing philanthropic norms, finding the universal core concepts, and adding cultural strengths to these best practices, our profession will be able to make an even greater difference in the many unique communities that we serve.

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