“To Engage or Not to Engage a
Philanthropic Champion or Celebrity Supporter?”
. . . That is the Question


An Action Checklist for Discovery, Recruitment & Retention

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Checklist

Whether it’s Bill Gates championing childhood immunization or actress Angelina Jolie, serving as Ambassador for the United Nations High Commissioner for Refugees, high profile philanthropists and celebrities can be a help.... or a hindrance.

Here are practical insights to make the relationship a win/win.

Guiding Principles

It’s about:

Checkmark Discovering common affinity – you know that they already care about what you care about and that you have a tangible connection
Checkmark Who you know . . . or who you know that knows who you want to know and carefully choose who makes the approach
Checkmark Serving the potential champion or celebrity as you would any other client. Offer them or their loved ones your services. Earn trust and respect before you approach that person to make any request of them
Checkmark Doing due diligence on the potential champion or celebrity before contacting them
Checkmark Recognizing that the role and expectations for a “philanthropic champion” (Gates, Soros, Slim) are different from those for a “celebrity supporter” (Bono, Cher, Hanks)
Checkmark Not begging, but adding value for value
Checkmark Knowing what they want more than money and demonstrate how your nonprofit’s values match their values
Checkmark Cutting through the red tape and going direct when ever possible and not being filtered out by their gate-keepers but rather engaging their assistance
Checkmark Defining in advance what would cause you to “cut your champion or celebrity loose” and have agreement with your board to do it if necessary
Checkmark Seeking out those who haven’t already been “over-asked”
Checkmark Using your time and resources wisely and not neglecting your other essential sources of financial support
Checkmark Make it fun to give . . . their way . . . while advancing your nonprofits mission

Action Step
1. Craft a compelling, memorable and engaging 30 -second story about your NGO based on your mission. 1Practice telling it everyday, everywhere to everyone and invite your staff, supporters and board to do the same
2. Translate your 30-second story into a five word slogan that says it all (As Peter Drucker says, “If you can’t put it on a t-shirt you don’t know what it is.”)
3. Get you board’s buy-in to a strategy for utilizing a champion and train them in recruitment steps
4. Do basic research on www.google.com , www.verotel.com, the tabloids and celebrity news media shows to identify likely matches
5. Invite your supporters to scan for and bring to your attention stories of Philanthropy Champion or Celebrity
6. Discover whether your NGO’s values match their values and behaviors:
Checkmark How they are viewed by your other major donors and by those you serve
Checkmark Their business and personal ethics
Checkmark Their history of past involvement with NGO’s
Checkmark Any past or pending legal complications
7. Have you weighed the pros and cons of philanthropy champion involvement?
Potential Pros of Philanthropic Champions
Checkmark Credibility for your cause
Checkmark Able to draw other affluentials
Checkmark Name recognition for your cause
Checkmark Major gifts
Checkmark Can contribute business savvy to your nonprofits success
Checkmark Can stimulate self-study that would not otherwise have happened
Potential Cons of Philanthropic Champions
Checkmark Can be hard to reach
Checkmark Can be skeptical of any nonprofit that uses the traditional charity model vs social entrepreneurial model
Checkmark Can use money and personal priorities to shift the nonprofit off course or away from its mission
Checkmark Can be temperamental and high maintenance
8. Have you weighed the pros and cons of celebrity involvement?
Potential Pros of Celebrities
Checkmark Credibility for your cause
Checkmark Able to draw other celebrities
Checkmark Name recognition for your cause
Checkmark Can attract different generations
Checkmark Can make giving by others fun
Potential Cons of Celebrities
Checkmark Can be high maintenance
Checkmark Sometimes self-serving at the NGO’s expense
Checkmark May be flaky and not show up
Checkmark Often not major donors of dollars
Checkmark May have short term interest and involvement
Checkmark May need a values and procedures orientation as to how nonprofits operate
9. Have you decided how you want to involve philanthropy champions and celebrities . . . and verified how they do and don’t want to be involved?
Some Options
Checkmark Spokesman
Checkmark Door opener to other influential donors
Checkmark Honorary board member
Checkmark Video tape narrator
Checkmark Speaker at fund raising gatherings
Checkmark Seller of gala tickets
Checkmark Available to mix socially with other donors
10. Have you used these avenues to reach them?
Some Options
Checkmark Family or hometown contacts
Checkmark Their financial advisors, attorney, publicists, agents, talent agency
Checkmark Other philanthropic champions or celebrities
Checkmark College classmates or business associates
Checkmark Going where they go without being a pest
Checkmark Talking with reporters who have interviewed and written about them
Checkmark Direct appeals for a philanthropic champion or celebrity placed in the media
11. Do you know how they want to be acknowledged . . . and not acknowledged for each major gift (get specific) 2and are you willing to acknowledge them their way?
12. Do you have one staff member and/or board member who relates well to them and who will make that time commitment?
13. Have you linked and leveraged this kind of support to your other annual appeal, special events, and other fundraising?
14. Have you diversified your sources of support so that if our philanthropy champion or celebrity went away, you’d still be able to operate?
15. Have you explored “for-profit-philanthropy” and entrepreneurial collaborations with these champions and celebrities and structured them in a way that does not jeopardize your tax exempt status or credibility?
16. Are you enjoying working with this philanthropy champion or celebrity?
17. Have you debriefed each philanthropy champion and celebrity relationship to claim the learning value and put that to work within your organization as well as shared with the NGO sector, a generic summary of what was learned (without naming names)?
18. Your question here:

FOOTNOTES
(1)
30-Second Story step-by-step development process is available at www.philanthropynow.com under “articles.”
(2)
“Major Donor & Volunteer Personal Acknowledgment Profile™” is available from PhilanthropyNow.


Credit to www.charitychannel.com “major gifts” and “consultants” list serv contributors:
Gayle L. Gifford, www.ceffect.com; Hildy Gotlieb, www.Help4NonProfits.com ; Jim Moore, www.commulinks.com; Tony Silbert, www.silbertconsulting.com Susan D. Smith, sdsmith@ntcnet.com and others for their input.


This Action Checklist is a work licensed under a CC Creative Commons Attribution-Noncommercial- Share Alike 3.0 License. http://creativecommons.org/licenses/by-sa/3.0/ You are free to share this work with others for non-commercial purposes. Just attribute it to the tool designer and provide a link to www.philanthropynow.com. This tool that will continue to evolve with your input. Thank you in advance for any suggestions you may make. Send them to advocate@philanthropynow.com.


This resource tool compiled and developed by Charles Bernard Maclean, PhD, www.philanthropynow.com Version 3.3 December 4, 2007.

Charles is the author “Promoting Donor Resilience . . . Preventing Donor Fatigue” and the series on “Financial Advisors Can Be Door Openers To Good Giving”. See also related paper, “Who Will Become The Tipping Point Philanthropic Champion for Toilets As Keys To Public Health & Economic Development In the 2008 United Nations Year of Sanitation,” presented at the World Toilet Organization Summit, Delhi, India November 2, 2007.

Charles B. Maclean, PhD