Are you an Accidental Fundraiser?

Jeff is our favorite Accidental Fundraiser.

As the Director of Lowell Observatory, Jeff Hall didn't intend to become a fundraiser. He has a B.A. in physics from Johns Hopkins and a Ph.D. in astronomy and astrophysics from Penn State. He joined the staff at Lowell in 1992 as a postdoctoral research fellow, probably intending to spend the rest of his career studying solar phenomena.

But over the years of his career evolution at Lowell, he became a fundraiser. And a pretty darn good one at that.

We're going to periodically have conversations with Jeff about his path as an Accidental Fundraiser and various topics from his perspective as the director CEO of a nonprofit business. Please subscribe to this series on our YouTube channel and here.

Episode 1: How Jeff became a fundraiser

Summary and transcript

Alice: Hello, and welcome to the GoalBusters YouTube channel and video vlog series, and our first ever Accidental Fundraiser vlog entry. You may be wondering what the heck is an accidental fundraiser, and that's what today's episode is all about. It's about figuring out what that is. I'm Alice Ferris. I'm the founder of GoalBusters Consulting with me is Jim Anderson, partner of GoalBusters. And the accidental fundraiser himself, Jeff Hall. Hi, Jeff.

Jeff Hall: Hi, Alice. How are you?

Alice: Good. Great. Thank you so much for joining us.

Jeff: Always a pleasure to join you and Jim.

Alice: We tease you because we call you the accidental fundraiser because, in real life, you're the director of Lowell Observatory. You're also a Ph.D. in astronomy, but you also happen to be, frankly, a kick-ass fundraiser. So, how does that happen? How did you become a fundraiser?

Jeff: It was this gradual evolution. I've been at Lowell since the late Cretaceous! I came here in 1992, as a dewy-eyed postdoc, fresh out of grad school on a three-year research appointment entirely funded under an NSF grant. But the nature of that research program is very long term. So we got the grant renewed in 95. Then in 98, got it renewed again. At that point, the director, Bob Millis, asked me if I would take over managing the outreach programs because I enjoyed outreach. So then I was 50/50 [between research and outreach]. Then, I started meeting with the occasional donor to talk about my research and got more involved in fundraising. Then, I became the project scientist for our huge new telescope and gradually sank deeper into the molasses, you know. At the end of 2010, I was appointed the Observatory's director. And at that point, you know, we were no longer the little observatory I came to in 1992, when we had maybe 40 or 50 employees. All of a sudden, we had 100, and we had added a $53 million asset to the balance sheet in this new telescope. So yes, we're still an observatory. But we are now a full-fledged, nonprofit business specializing in astronomical research and communicating that to the public. So I'm a nonprofit CEO, in addition to being an astronomer, and we all know what nonprofit CEOs have to do a lot. And so I've ended up doing a lot of fundraising because we have a lot of ambitions and a lot of generous donors and loyal supporters. You have to go out and talk to them and inspire them about the mission, and it's a lot of fun.

Jim: Was it always a lot of fun? Did you always enjoy it?

Jeff: No, no, it was definitely an acquired skill. Because early on, it was, "I'm going to sit down with people and asking them for their money?" And it was uncomfortable, especially when you were talking about planned gifts, and sitting down with people to talk about that. I practically felt like I should have my big black robe and a sickle. But you know, over the years, I've learned that that is entirely not the case. And it's a very enjoyable and incredibly honorable thing to be able to do.

Jim: That's an interesting pair of words. What makes it enjoyable? Why do you think it's honorable?

Jeff: Because you get to go (well, when we can go all over the country) all over the country and meet the most interesting people who are so genuinely interested in astronomy. And sometimes you don't even get to talk about the fundraising pitch because they're just peppering you with questions about the universe. Then I get to be an astronomer again for a little while. It's honorable, I think, because...well, let's go back to the planned gift. You both knew Don, and he left us virtually his entire estate after a terrible decline and death from bone cancer. I was able to visit him a few weeks before he died and show him pictures of the facility he had endowed. It was a deep honor to be able to bring him happiness and that the kind of joy that he saw that his gifts were bringing us in the final weeks of his life. And that is a privilege to be able to do that.

Alice: You know, it's interesting you mentioned Don because, as you did say, we both knew him. And in fact, he became a donor of Lowell Observatory way back in the Cretaceous when I was the development director for Lowell Observatory. The thing that I appreciate about him was that, many years later, when I had the opportunity to interact with him at an advisory board meeting, he came up to me and said, "Alice, you may not remember me." I'm thinking, are you kidding me? He was my first major donor! So I was like, "of course, I remember you." And he said, "I want to thank you." I said, "Why do you want to thank me?" He said, "Because you helped connect me with this organization. And I've had just a wonderful experience being part of the Lowell family. And, and I want to thank you so much for making me a part of this." I started to cry. And it's totally that human connection that you make with people.

Jeff: Absolutely. And we were his family, you know. He was a lifelong bachelor who would very loyally come to all the board meetings and interact as much as he could. And it was always nice to go up to Seattle and see him.  So yeah, you realize, after you gain some experience, meet with people and hear what they want to do, it's not like you're picking their pockets. It gives them joy to help you. [Fundraising] is empowering them to do something very meaningful to them. And that's just really fun.

Jim: I can't think of any better words of encouragement for those people who might be accidentally fundraising and who may still be at that point where it's a little uncomfortable. So what you shared is how you're not asking somebody to do something they don't want to do. In most cases, if you're talking to them, they've already made the decision. They want to help you. You're just helping them figure out how they can do it.

Jeff: Right. And what's the best way. That's one of the fun things about doing this at Lowell because we do all these research programs, outreach, historic preservation, capital projects, and every donor is a little bit different. Some people love to support the science, and others really want to enable us to reach lots of kids in the outreach programs. It's nice to have this menu that you can roll out in front of them.

Alice: Well, that's great. And thank you, Jeff, for taking a few minutes out of your very busy and very Zoom-y day.

Alice Ferris to Receive Founders’ Medallion From Largest Community of Fundraisers in the World

Alice Ferris, ACFRE, CFRE, MBA will receive the AFP
Founders’ Medallion at AFP ICON in Baltimore on March 29th

The Association of Fundraising Professionals (AFP), the largest community of fundraising professionals in the world, will honor long-time fundraiser Alice Ferris, CFRE, ACFRE, with its Founders’ Medallion for her extraordinary contributions to the organization and the fundraising profession. Congratulations Alice! We are so proud of you!

(Reprinted from the AFPGlobal.org)

(Arlington, VA)  The Association of Fundraising Professionals (AFP), the largest community of fundraising professionals in the world, will honor long-time Arizona fundraiser Alice Ferris, CFRE, ACFRE, with its Founders’ Medallion for her extraordinary contributions to the organization and the fundraising profession at its upcoming international conference, AFP ICON 2020, in Baltimore, Md.

The AFP Founders’ Medallion is presented to members who, through their dedication to the principles of ethical and effective fundraising, honor the legacy of AFP’s founders: Harry Rosen, Benjamin Sklar, Abel Hanson and William R. Simms. Recipients must have been members for at least 20 years, served with local chapters and at the international level, and worked to foster the development of the profession and the fundraising community throughout their careers.

Ferris is the founding partner and chief executive of GoalBusters, a consulting firm in Flagstaff, Ariz., focusing on small nonprofits. Through her consulting firm, she is currently supporting fundraising activities for KAWC Colorado River Public Media and Border Radio in Yuma, Ariz., the Experimental Aircraft Association in Oshkosh, Wisc., and Lowell Observatory in Flagstaff, Ariz., among others.

Prior to launching her consulting firm, Ferris served as director of development and similar positions for a variety of organizations, including Lowell Observatory, Flagstaff Medical Center and KNAU Arizona Public Radio, all located in Flagstaff. At each organization, she vastly increased membership and fundraising numbers, such as leading KNAU to its first $1 million fundraising year.

Ferris has more than 30 years of affiliation with public broadcasting and has appeared on numerous public television and radio pledge drives, including national PBS fundraisers for Downton Abbey, Ken Burns: America’s Storyteller and Suze Orman’s Financial Solutions for You.

"It was a total shock to get the call from AFP President and CEO Mike Geiger asking me to accept this honor,” Ferris said. “Honestly, I thought he was calling me to serve on a task force to select the next recipient! AFP has been such an ingrained part of my professional identity for so long that it has always felt natural for me to volunteer and give back. The list of members who have received the Founders' Medallion includes people whom I consider part of AFP's fabric, and whom I respect as fundraising trailblazers and change-makers. And, luckily for me, a few of them I consider mentors and friends. I'm sure that they, like myself, did not commit to service to AFP and the profession for the recognition—my volunteerism is an inherent part of my calling to be a fundraiser. So this is an unexpected privilege and a gift."

An active volunteer with AFP for decades, Ferris has served as president of the AFP Northern Arizona Chapter on three separate occasions over the last twenty years—as well as every other chapter position, including multiple times as chair of the AFP Arizona State Conference. On the international level, she was on the board of AFP Global for eight years, including two years as vice chair of member and chapter services. Over the years, Ferris has held leadership roles in all areas of association operations, including credentialing, awards, membership, chapter development and fundraising.

Ferris was the 90th professional to receive the Advanced Certified Fund Raising Executive (ACFRE) credential, the most rigorous certification process available to professional fundraisers and which has only been conferred to 114 fundraisers around the world. She is also a three-time recipient of the Northern Arizona Chapter’s Fundraising Professional of the Year award.

“When you think of service and AFP, Alice Ferris comes top of mind,” said Mike Geiger, MBA, CPA, president and CEO of AFP. “She has contributed so much to AFP over the years, and her efforts have improved so many different aspects of our association and the community of fundraisers worldwide. This honor is so well deserved, and on behalf of the board and staff of AFP, I want to thank her for everything she has done for fundraising.”

Ferris earned her Bachelor of Arts with a double major in Radio-TV-Film and Economics and her Master of Business Administration with a double major in Accounting and Management from the University of Wisconsin-Madison. She obtained her Certified Fund Raising Executive (CFRE) in 1999 and is certified through 2020. She received her ACFRE in 2010 and has been an AFP Master Teacher since 2006.

The 21st AFP member to receive the Founders’ Medallion, Ferris will receive the honor during the Opening General Session of AFP ICON 2020, the largest gathering of fundraising professionals in the world, March 29, in Baltimore, Md.

#####

Mission First: Why Philanthropy is About Mission, not Money

Lowell Observatory
Discovery Channel Telescope
Photo: Dr. Michael West

"We're seeing things that no one's ever seen before." 

--Dr. Deirdre Hunter, Astronomer

I had the privilege of spending the majority of two days at Lowell Observatory as they unveiled the conceptual vision of the "next frontier," so to speak, of their research, learning and community engagement. As a former director of development for the Observatory (where they discovered Pluto), and a current donor, I'm very proud of Lowell. They have made groundbreaking discoveries for over a century, but even with that pedigree, the project that was discussed was thrilling.

You may wonder, is it a new telescope? No, they did that already with the Discovery Channel Telescope.

Is it a new building? Well, that might be part of the project, but not yet.

This project is about conducting transformational research to inspire people to change their view of science, the world and the universe.

This has been the unchanging mission of Lowell Observatory for 123 years. While it's not the stereotypical nonprofit cause of "children and puppies," it is inspiring to many amateur astronomers, scientists, educators, history buffs, and families who are curious about our little blue dot's place.

While there are still questions about the project, I can already see that this vision is capturing people's imagination. I can also see this project capturing the imagination and passion of current and future donors in a big and inspiring way.

This proposed new project is big. (Like "brontosaurus big," according to Dr. Jeffrey Hall, Director of Lowell Observatory.) And it will require a lot of money. But the thing is, we didn't talk that much about money.

Mission always comes first.

Dr. Hall aptly noted to the board, "We have made the error in the past of putting money first." That approach shook the core of Lowell Observatory's culture and even threatened the financial viability of the organization. "If you want to know why we do what we do, go speak to a high school class, and connect with a young person who wants your card afterward to follow up [about scientific study]," Dr. Hall added. "That's why we do what we do." By refocusing on their mission over the last several years, Lowell Observatory is poised to be the most successful in its history.

There are some people, however, who would argue that this approach is flawed. You've heard the old saying, "No money, no mission." But now there is an organization that believes that money should be the prime focus.

In an article published by the Chronicle of Philanthropy, "New Nonprofit Puts Money Over Mission and Ethics," the National Association of Nonprofit Organizations and Executives claims that they are for "nonprofit executives who know money is more important than mission." The founder is also quoted as saying, "they’ll say: ‘Jimmy, if we do what Nanoe is saying, we’ll have to stop serving kids.’ And you know what I say? I say, ‘Stop serving kids.’"

That approach is wrong. 

James Langley, founder and principal of Langley Innovations, and consultant to Lowell Observatory, astutely said, "Philanthropists are those who live below their means for the good of others." This applies to any philanthropist, regardless of their capacity to give. Whether the person is donating $10 or $10 million, they have made decisions to give up something to support your mission.

Do you think those philanthropists are interested in living below their means just to contribute to your coffers? If you "stop serving kids," why do you even exist?

This is a guess, but I think if you map out the difficult times for Lowell Observatory over a 123 year span, you'll discover that the times when the institution was most threatened was when money took precedence over mission. And the times when it has thrived was when its mission was a singular focus.

W. Lowell Putnam IV, the Observatory's current trustee, also said this: "Whatever we do, we cannot violate people's trust and the integrity of the institution." Lowell Observatory is clearly united in the belief that existing as a nonprofit organization is a privilege. It is their responsibility to be accountable to the donors--the investors--who give.

So do you want your organization to focus on ethics, accountability and your mission, or is money more important to you?


***
Disclosure: Jim Anderson was interviewed for the article by Timothy Sandoval with the Chronicle of Philanthropy. I was not. I thank Lowell Observatory and Langley Innovations for letting me participate in their meetings; these are my opinions and not theirs.

When Things Don't Go As Planned

Twenty years ago this week, I arrived in Flagstaff, Arizona to start my new job as Director of Development for Lowell Observatory. I was 26 years old, in my first senior management level position, and I had no clue how I was going to accomplish what the institution expected of me.

Nothing has gone as planned since then.

I thought that the job at Lowell would get me enough experience to move back to Wisconsin, so that I could move up the ranks at Wisconsin Public Television. I was supposed to be in Arizona for four years, then move “home.” Instead, I quit my job at Lowell Observatory after four years to have my son, Matthew, reluctantly turned down a job offer at Wisconsin Public Television, and dedicated myself to being a stay at home mom. Which lasted three months.

Since then, my journey has been a series of twists and turns, none of which I was expecting. I founded my consulting firm when Matthew was three months old. I vowed I wouldn't specialize in public media, yet my second client was a public radio station and now the majority of our clients are in public media. I said I wouldn't go back to work full time, yet when Matthew was two, I was working full-time at the local hospital, running the foundation. I thought I'd go back to public media as a staff person for the rest of my career, but I barely made it two years due to conflicts with my boss. I thought I'd have more children, but after a miscarriage or two, that wasn't in the cards.

I didn't think that my consulting practice would amount to much, especially since one of my professors in my MBA program said I didn't have the mindset of an entrepreneur, yet here I am with a modestly successful 15 year old company.

I steadily moved up in volunteer leadership roles with the Association of Fundraising Professionals (AFP) International, holding positions in all divisions of service, yet after three failed attempts to serve as chair of the organization, I was making no progress.

I never thought I'd be a cat person. (#random)

At every turn, however, something good has eventually resulted from it. Because of these unplanned turns of events, I have worked with several public media organizations with people who are genuinely passionate about the role noncommercial media plays in lifelong learning and civic dialogue. I've traveled the world presenting at conferences, AFP meetings, and nonprofits who are energized by my workshops and talks. I've met dozens upon dozens of earnest and enthusiastic AFP volunteers who remind me that it's not about what titles we have, but about the volunteer impact.

And today, thanks to Jim Anderson, I was honored as the AFP Northern Arizona Outstanding Fundraising Professional for a surprise third time, with an amazing tribute video that Jim crafted. It featured testimonials from some very special people: Ken Verdoia, my Downton Abbey (among other programs) pledge partner and consummate broadcasting professional; LuAnn Leonard, Executive Director of the Hopi Education Endowment Fund, who has been an inspiration to me and whose organization has been a benchmark for other charities we serve; Scott Fortnum, MA, CFRE, ACFRE, a stalwart AFP colleague and valued peer volunteer; Dave Riek, General Manager at KAWC and a public media colleague since I moved to Flagstaff, who has been with GoalBusters every step of the way; Rick Swanson, another colleague and friend who was instrumental in launching GoalBusters full-time and cooks up a mean lobster feast; Bob Marty, television producer extraordinaire, who raised my profile exponentially in the PBS system with the honor of working on the Downton Abbey pledge events; and my parents, Jim and Annie Lin, who have supported my efforts without exception my entire life. Of course, Jim Anderson's in-person commentary made me cry, saying that I change the lives of everyone I touch, including him, even though, 11 years ago, he declared that he was unchangeable.

And now we face another unexpected turn in the United States. I am devastated by the results of the presidential election. For the first 6 hours after the results became clear, I could not stop crying.

But I have to believe that something good will come of this. I must believe this; it's the only way I will get through the days, weeks, months, and four years coming up. Maybe it will be improved civic engagement. Maybe it will be activation of communities who don't accept a cult of fear. Maybe it will be new collaborations and partnerships that never seemed possible before. I don't know, and it's too early, too raw, to tell.

What I do know is that the nonprofit community will continue to improve people's lives, no matter what. Funding sources may not be the same, and the players come and go, but, as in the hundreds of years before now, the American philanthropic sector will survive the winds of change. Regardless of your political persuasion, we will need time to heal, to forgive, and importantly, to listen, but we must be committed to continuing and expanding our work.

In the days leading up to the election, I posted a quote from Jane Goodall: “You cannot get through a single day without having an impact on the world around you. What you do makes a difference, and you have to decide what kind of difference you want to make.”

I want to make the world a better place. I don't know how to do that right now, but it will come to light. So how do you want to impact the world?

***

This blog first appeared on the GoalBusters Blog and reflects the personal opinions, experience, and far too public emotional processing of Alice Ferris.

Live Your Dream: Two Questions

I had the privilege tonight of speaking to the Soroptimist International Awards Banquet in Flagstaff, a collaborative effort among the three Flagstaff area clubs. This is the second time I've spoken before this group, the last in 2011, and both times I've wondered what I could share that was as inspiring as the honorees themselves.

The women honored during this banquet include recipients of the Live Your Dream scholarships, granted to women who are the primary source of financial support for their families and want to improve their education, skills and employment prospects. The women honored this evening have overcome challenges and obstacles that I cannot even imagine.

Yet there I was, trying to say something inspirational.

I had no idea what I was going to say. I had three options in my purse of things I could say, but nothing really resonated with me. As late as walking in the door, I didn't know what would come out of my mouth when I stepped up to the podium.

Then, I spoke to Helen.

Helen Horstman was, technically, my assistant at my first director level job. She was Executive Assistant to the Director when I became only the second Development Director at Lowell Observatory in its 100+ year history. She was assigned, part-time, to the development program, and continued to be the only other staff member assigned to development in the four years I served in that position.

Since I was a mere 26 years old when I was hired, Helen terrified me for my first month on the job. I don't think Helen did this intentionally. She just wasn't willing to take any nonsense from a young newbie.

Now, 14 years after leaving the Observatory, in my short conversation with Helen at dinner, I was reminded why I was in this business.

It's about philanthropy. And what's philanthropy all about, anyway?

It's about love.

The word philanthropy comes from a Greek root, philos anthropos, "love of mankind." I have taught this numerous times in the CFRE Review Course and mentioned it when describing my personal philanthropic ethos.

But what made philanthropy top of mind tonight was the combination of "love of mankind" with a question: "Does this bring you joy?"

One of the blogs I read is "Hey Eleanor," by Molly Mogren Katt, who writes about doing something that scares her on a regular basis. A recent blog focused on the KonMari method of tidying up, and after reading Molly's blog, I immediately purchased the book and began my discarding journey.

The biggest evaluation question in KonMari? "Does this (fill in the blank item) spark joy?" Over the last week, I've applied this question to a boatload of clothes and books. clearing the way for a lot of newly discovered space in my home.

It's amazing how quickly this question filtered over into other things in my life.

I've been struggling lately with work and volunteer commitments. As many "type A" personalities, I say yes to too much.

So, I present the one-two punch: "does this bring you joy?" and "does this express your love for mankind?"

GoalBusters could be a larger company, We could make more profit. But ultimately, I don't think that expresses my philanthropy, and I don't think it brings me joy.

So I return to the GoalBusters manifesto. Making a lasting impact brings me joy and expresses my love for humankind. As I move forward, I will be taking a very thoughtful look at everything I do through these lenses, because if it doesn't bring me joy and doesn't help me express my philanthropy, why am I doing it?

I thank Helen and the Soroptimists for reminding me of that. You do amazing work in our community, and I thank you for helping not only the recipients of your scholarships, but also, me, who was supposed to be inspiring YOU.