Crucial Policy Decision: Unwelcome Solicitations

The Chronicle of Higher Education has a series of articles about sexual harassment in fund raising today. Unfortunately, you need a subscription to read them, but if you have a subscription to the Chronicle of Philanthropy, the same articles appear there.

I really had no idea that sexual advances on development officers by donors was such a prevalent problem. But upon reading the main article, it makes sense that the potential would exist.

In many cases, those women are appealing to older, powerful men for large donations. To succeed, fund raisers must build long-term relationships with donors. And they often visit donors in their homes or meet them in social settings where alcohol and personal information are plentiful.

To be sure, unwelcome sexual advances are not a daily occurrence for most fund raisers. But the problem happens often enough that they and the organizations that employ them should have better guidance on what they can do to prevent and deal with harassment, says Polly Aris Stamatopoulos, a Washington consultant to nonprofit groups.

Ms. Stamatopoulos says she has rejected inappropriate sexual requests from donors and observed several incidents in which other donors or trustees made sexual overtures toward fund raisers she supervised. People who raise money for a living, she says, should be required to take “a class in the sexual politics of fund raising.”

It occurs to me that this may be an even bigger problem in the arts where the development office is often comprised of one person with few people to turn to for support or to shift a donor to. Given that the executive director is often the primary fundraiser in many organizations, the situation can even be worse with no one but the board to turn to for support. One of those interviewed in the articles spoke of feeling an obligation to keep the donations coming. Her sense of obligation was entirely self imposed because when she spoke to her supervisors after tolerating the advances for two years, they readily assigned the donor to another staff member. The donor never gave to the organization again. It isn’t hard for me to imagine that in some situations staff supervisors or board members would discourage the affected person from rocking the boat too much lest they endanger fund raising efforts.

Most organizations have sexual harassment policies that cover employee behavior, but I suspect few have explicit statements that employees should expect reasonable treatment from patrons and donors as well. Dealing with advances from members of the public is much more complicated than similar situations with employees. That only means that clear policies should be generated so that people can confidently and knowledgeably handle the situation.

It makes sense for organizations to train fund raisers about how to carry themselves as a representative of the company in social situations far away from the work environment. Instruction on how to handle every manner of uncomfortable situations, including unwanted advances is a logical component of such training. But I am guessing it not the sort of training many arts organizations provide.

The Chronicle of Philanthropy is hosting an online discussion on Wednesday, July 14 about coping with unwanted advances if anyone is interested in exploring the topic.

Development Is Everyone’s Job Too

The assistant theatre manager and I had a meeting with our development officer today. I haven’t had a lot of faith in the foundation people since I took this job but today’s meeting gave me cause for optimism.

In the past, my interactions with the foundation people have mostly consisted of them telling me not to do things. I wasn’t to try contacting people, except on a very limited basis or write appeal letters, but rather give them a list of our needs and depend on the phone bank for the annual appeal. In the last six years we have had five development officers and no consistency or follow through from one to another. I have hosted four receptions in cooperation with them where there was no ask for donations. That would be fine, but there was also no follow up with the invitees to help them develop a greater investment in the theatre.

Despite all the promises and plans that were made, not only am I no closer to the endowment they keep telling me they want us to develop, but my annual contributions have been flagging every year, even before the recession. So I pointed all this out, noting that this was the fifth time I have pretty much had this meeting and asked what would be different.

The development officer acknowledged the foundation hadn’t really done well by us and then proceeded to talk about how the focus of the donor cultivation would move from her to us. We would take more ownership of the process so that if she was hit by a car tomorrow, the effort would still move forward. We aren’t going to depend heavily on gala events and chasing corporate money. We are going to clearly define giving opportunities and the case for giving to the theatre. Then we are going to start cultivating people on an informal basis.

I was glad to hear this because I figure I am already ahead in the game. I started actively cultivating relationships with people about a year ago. I was talking to a person I had specifically targeted as a prospect just last Friday. After a number of years of discussion, I am finalizing the arrangements for the donation of new carpeting for the lobby and seating areas. I had also started sending out targeted solicitation letters on the theory people give to people they know, not anonymous phone banks representing institutions. I decided if there was a foundation person to take umbrage, there was a good chance they wouldn’t be here in a year to prevent me from doing it again anyway. Yes, it might be a cynical outlook, but it has doubled my donor base. (Admitted, not a hard thing to do at this point.)

Since I regularly echo the idea that marketing is everyone’s responsibility, I am certainly on board with the idea that development requires everyone’s investment as well. When the topic of creating a case for what makes us worthy of donations came up, it was quickly decided we needed to include the technical director in some of the encounters with potential donors. He has been with the theatre for over 30 years. He has a great institutional memory and is probably the best qualified to talk about what has made us special over the years. I took it as a positive sign that the foundation was ready to give up some control when everyone quickly saw the value of having the guy with sawdust in his mustache talk to potential donors.

My suspicion is that the impetus for ceding some control and involvement is a result of the economic downturn. With staffs being shrunk, it probably became clear that the foundation couldn’t sustain the level of engagement with donors they needed to with those who remained. (The “small staff” motif was frequently mentioned by the development officer.)

I don’t know if they will be promoting the same sort of dynamic with everyone in the system. I’ll be the first to admit, not everyone is suited to advocate on behalf of their program. There are situations that really are best to defer to the professionals. The chancellor knows I have been chafing under the restrictions imposed on us and may have had a hand in getting the reins loosened a little. It may have helped that the theatre staff and I worked together to gain the donation of the new carpeting and some lighting instruments independent of the foundation.

So we will see how things unfold. The assistant theatre manager is pretty energized. Partially I think, because he hasn’t sat through this same meeting multiple times before. I am obvious still a little cautious and skeptical about the whole thing. I didn’t lay all my cards on the table in terms of possibilities I have been pursuing and after this meeting, there is less of a need to do so until the time is right.