A Grand Vision of What Donor Development Can Be Coming From, Um, Tax Preparation Software

We get letters–well, emails, anyway. (When was the last time you received a handwritten letter? Nope, cards don’t count.)

An especially good email came in last week from one of the nonprofit leader champions I coach personally. It went like this:

I believe in TG wholeheartedly.  I appreciate and read and watch your material on the subject.  SPOT ON.  I apply the same philosophical concepts in all of my daily routine conversations with champions.  But when confronted with how to do a true get-out-the-chart coaching call I’m lost…. I think you are the best teacher I know and you have spent hours on me trying to help me comprehend and visualize doing a chart with someone….  I’m sure not the brightest guy on the block but I think I am average.  If an average guy cannot get it from the best coach in the nation I don’t have a lot of confidence of my success in coaching others.

Fresh off our post on vision earlier this week, I’ve been musing that the best way to help my earnest and honest champion move forward in his understanding of P/E/O may be through a picture of what P/E/O is intended to accomplish.

(By the way, P/E/O–which is short for Participation/Engagement/Ownership–is the operating system on which Transformational Giving runs. A couple of background posts–this one and this one–will help bring you up to speed on the subject.)

Strangely, the picture came from Seoul USA/.W COO Matt Dubois by way of a legal project management email he reads in which the writer, Paul C. Easton, was talking about tax preparation software and the Department of Defense.

You take inspiration wherever you can find it, y’know.

Here’s Paul’s fascinating “vision picture”:

The Defense Advanced Research Projects Agency (DARPA) is currently developing software to help military-mission planners make better decisions. The mission-optimization software program is titled OBTW, initials for “Oh By The Way,” and is inspired by the guided decision-making featured in tax-preparation software:

OBTW is inspired by modern software systems (e.g., tax preparation packages) that are capable of guiding novice users through a complex problem-solving environment to produce expert-level results. In the case of tax preparation software, tax code expertise is encoded and made available through a question-and-answer interface that enables taxpayers who possess only a very limited knowledge of tax code to produce tax returns that would otherwise require an expert-level understanding of tax code. The OBTW program seeks to extend this model to mission-planning environments that, unlike the tax domain, are neither well codified nor limited in scope. Still, the interface metaphor is compelling. OBTW aims to develop a software capability that can engage the user and make suggestions based upon stored expertise. For example, “Under the specified conditions, the safest, most effective evacuation is by helicopter. And oh, by the way, if you’re going to use helicopters, Unit X has three that appear to be available. And oh, by the way, you ought to consider flying at night, because….”

So what does this have to do with P/E/O?

Substituting a few words here and there into Paul’s post gives us a P/E/O “vision picture” that may help explain what we’re after with these P/E/O charts in the first place:

P/E/O is inspired by modern software systems (e.g., tax preparation packages) that are capable of guiding novice users through a complex problem-solving environment to produce expert-level results. In the case of tax preparation software, tax code expertise is encoded and made available through a question-and-answer interface that enables taxpayers who possess only a very limited knowledge of tax code to produce tax returns that would otherwise require an expert-level understanding of tax code. The P/E/O process seeks to extend this model to nonprofit causes that, unlike the tax domain, are neither well codified nor limited in scope. P/E/O aims to develop in the donor/champion a capability of getting involved in the cause at a surprisingly high level by providing a platform that makes advanced action easy while also making suggestions for participation, engagement, and ownership based upon the expertise and experience of the coach who is guiding the process.

Codifying and making accessible your expertise and experience to your champions in such a way that they can get involved in the cause at a surprisingly high level: that’s the purpose of–and the vision for–P/E/O.

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Are Donors Really Looking for Impact…or Vision? (And If So, Do We Even Have One?)

Visionaries can see a world that doesn’t exist. This is the reason we call them visionary – because they can see into the future.  They can imagine products or services not yet invented. They can envision a way of living  different to the way we live now.

Great quote above from Simon Sinek in his Re:Focus post entitled The Visionary’s Dilemma. And it causes me to ask the question–amidst all of the paeans to how donors want IMPACT IMPACT IMPACT from nonprofits (or should want it, since apparently they don’t want it badly enough yet):

Are donors really looking for impact…or could it be genuine vision that they hunger for? And if so, do we know how to share ours in a way that excites them?

Hence what Sinek terms the Visionary’s Dilemma: Visionaries may see the brave new world that only exists in their mind’s eye. But they typically stink at describing it to others.

Sinek offers three really good suggestions for remedying this deficiency. I especially like point 3, which is, sadly, an exceedingly rare skill and practice among visionaries:

1. Words that require thinking should be avoided, words like “convergence,” for example. When someone says that in a sentence, I have to furl my brow and really pay attention.

2. Explain why it matters, not what you’re doing. Who cares if you’re  “developing applications for mobile devices…blah blah blah,” why should I care?

3. And most importantly, always, always speak as if you’re describing an image.  A picture.  A scene.

An image. A picture. A scene. Sinek’s phrase sent me rifling back through an old external hard drive of client proposals and other marketing documents I have written over the years. The following one was written when both Transformational Giving and I were much younger. It was never adopted by the organization to which I presented it. They’re out of business now, though I’m sure that’s sheer coincidence.

Of all the vision pieces I’ve ever written, I have to say that this one–the images, the pictures, the scenes–still captivates me the most.

And I have absolutely no idea why.

We believe in the almost magical power of the shared meal to strengthen community bonds and overcome division.  When people eat together, it’s harder for them to pull further apart.  At times, eating together can collapse boundaries that nothing else overcomes.

We bring many different groups together that are either traditionally at odds or simply strangers:  young people and old; people from different racial backgrounds or economic levels; labor and management; even different gangs and political parties.  When we gather these people together, we don’t preach.  We don’t moderate.  We don’t negotiate.  We simply prepare a hospitable table and let the sharing of a meal work its magic.

We have a variety of programs that operate at a variety of levels in society.

For individuals and families, we offer a monthly package containing all the ingredients necessary to make four delicious, nutritious, complete, and easy-to-prepare meals.  Because of our buying power, we’re able to offer high-quality food products at surprisingly low prices.  In exchange for this, however, participants are required to pledge that at least one of the meals will be used to bridge a boundary.  This hardly has to be anything so grand as hosting rival gangs at one’s house; in fact, one of the most important boundaries we work to overcome is the increasingly fractionalization of the American family: Agreeing to prepare, serve, and eat a meal with one’s own family once a week will fulfill the package requirement.

At a local level, we work to help churches and other community-based organizations rediscover the lost art of hospitality.  At the most basic level, that means that participants pick up their monthly meal packages there.  At a more advanced level, we equip these groups to host meals that strengthen bonds and overcome division in their communities—Muslims dining with Christians, for example, or Koreans dining with Americans.

At a wider community level, we work to host special events that recapture the transforming power of a community gathered at table.  Our annual Great Day of Thanksgiving, for example, seeks to restore the lost power of this great holiday to draw together whole communities.  Today, Thanksgiving has become a highly privatized family affair, but this is far away from the events of the first Thanksgiving in which an entire community gathered together across ethnic and economic boundaries to give thanks for the goodness they had received in the past year.  By hosting community-wide Thanksgiving meals, we see the holiday re-imbued with its original, almost breathtaking significance.

At a national and international level, we participate in high profile opportunities to bring at times warring factions to eat around the same table.

Further, our catalog serves as a thoughtful resource not only for treasured items like table settings, utensils, and high quality food materials like our own private label bread, but also as a gathering together of everything from cookbooks to scholarly writings about the power of a shared meal and recovering the lost art of hospitality.  Our financial base consists of revenues from meals package and catalog sales, as well as grants and donations we receive from private foundations and donors who share our conviction about the power of a shared meal.

Man. Someone should really bring that vision to life someday. Someone…

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Big-Time Blow for TG: Pennsylvania Governor Approves Bake Sale Crutch for Churches

Everybody likes pie.

True, that.

The quote comes from Pastor Mike Greb of St. Cecilia’s Catholic Church in Philadelphia, courtesy of a Christianity Today article that announces Pennsylvania governor Ed Rendel’s signing into law a bill that lets churches sell home-cooked food at bake sales without fear of being shut down by the health department.

I like pie, too. My wife and daughter just made a killer key lime pie last week. It’s the rest of Pastor Greb’s quote that doesn’t sit quite as well in my stomach:

“These fundraisers are our survival,” Greb said. “In tough economic times, they keep the doors open and the lights on.”

Hm.

Please don’t misunderstand: I’m deeply concerned in my gut for the 1 in 7 US congregations that are flirting with closure in the midst of this present economic gut-punch.

But since when did pie become our financial lifeline?

“In early 2009, an inspector from the Pennsylvania Department of Agriculture shut down a St Cecilia’s Lenten bake sale,” notes CT’s Trevor Persaud. “Since the food was coming from a non-state-inspected kitchen, the state government considered it a ‘potentially hazardous substance.'”

It is a hazardous substance–when it’s used as a financial lifeline.

When a church or a nonprofit turns to traditional transactional non-cause related ways to support its cause-related mission–whether through jog-a-thons, fruitcake drives, golf scrambles, or even the sale of one of my wife and daughter’s priceless key lime pies–it robs its constituents of the opportunity to learn ever more deeply–and share ever more broadly with potential new constituents–the truth of Jesus’ statement, “It is more blessed to give than to receive.”

Even when what one is receiving is a yummy pie.

In this ruling, the church lost. As much as we don’t like persecution–even pie persecution–it’s what has always driven us on to new levels of scriptural obedience and creativity…and greater distance from the tools, techniques, and strategies of the world. Until we hit Acts Chapter 8, Christianity is a tiny one-city sect. When persecution hits, Christianity hits the world scene.

So is it really true that without pie to sell, our lights would flicker out and our doors would close?

If so, perhaps our lights may already be dimmer than we realize.

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