WEBVTT

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All right. Hello, everyone. It's very exciting to have these big packed rooms. I'm Amy Parker.

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I'm the Chief Funding Officer at the Open SSL Software Foundation, which is a job I just

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started in October. This is my first Phos Dam. It's all a little intimidating. I really

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appreciate folks giving me a chance to speak with you all today.

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I also want to say I know that a lot of people cringe at the idea of fundraising. I heard

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it today in the very first presentation where the research showed that one of the things

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maintainers don't want to be doing is fundraising. And I hear it with lots of people when I tell

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them what I do is a career they just really are afraid of it. But that really has been what

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I've done my whole career. More than 20 years now I've been working as a nonprofit fundraiser

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and a wide variety of contexts from the New York Public Library to the Smithsonian Institution

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and most recently the Wikimedia Foundation before joining Open SSL. And the reason I can

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say that I myself really love my job is because I view it the way this quote views it.

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I really see my job as inviting donors to invest in our organization so that we can accomplish

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our mission and serve our users. A lot of people think fundraising is about begging people

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for money because you need money. If you take that approach you will never find the joint

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it. My hope is that I can inspire more of you in this room and the open source community

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to feel a little bit more of the joyful part of this activity that we all have to do.

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There are a lot of different ways to raise money and I just want to say only the largest

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of organizations can do all the things you're seeing on the screen. Very few of us in this

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room are going to be able to have fundraising programs that are this diverse and that

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have this many methods of fundraising involved. First, smaller organizations, the best

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return on investment, the best bang for your buck is really going to be focusing on these

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major gifts. Major gifts might sound intimidating but it's really to scale. Maybe a

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major gift for you is $1,000 or $1,000 or $1,000. Maybe it's 10 or 20. Whatever that threshold

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is that this money starts making a little more of a difference. The reason that's the

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important place to operate is because decades of data show that high touch fundraising has

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this greater return on investment. You can see here that let's say we have this great email

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list and I send out an email and I ask people for money. You will be lucky if one of them

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out of $1,500 sends you $5. But if you actually take the time to get to know a potential

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funder and build a relationship with them and have them really understand you and what your

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needs are and what impact that gift is going to make. Your chances go wild. They turn

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to like one in four. One of the presentations we saw earlier today, the person had made

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15 asks and they had nine of them say yes. Those were not because they just sent an email

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and hoped the money was going to come. Those were well-cultivated solicitations. I'm also

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going to talk a lot about individuals today. I know we talk a whole lot about companies

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and that there are very, very important part of fundraising in this community. But this

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is data from the GivingUSA study which is one of the biggest long-term studies of philanthropies

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going on for more than 20 years now that can buy all statistics about philanthropy in America.

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Statistically, the vast majority of philanthropy is coming from individuals. They're obviously

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the 67% but they're also this 8% of GivingBibyQuest and there are also actually a lot

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of the foundations. Particularly in the U.S., a lot of wealthy people do set up family

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foundations or channel their money through a donor advised fund which makes it appear in

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this foundation line and kind of skews what that line means these days. This wasn't true

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20, some years ago when the study started. Corporate GivingWild important is on the whole

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of very smallest percentage. It's also the smallest when you think about it in terms of proportion.

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So, as an individual, individuals give more as a share of their income around 2% of their

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income they're donating than companies which is like 1% or less. Before we can think about fundraising

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for our own organizations, I just want to take a minute to put us all in the same mental space

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and try to think about this from an emotional level. I also heard that in one of the presentations

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today about the emotional significance. Think about a meaningful gift that you have made.

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To any charity, maybe it's your church or your hospital or your kid's school or the food bank

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down the street, whatever it is, something that you've made and try to think about why did you do that?

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No, we don't have to give gifts. Why did you do it and how did it make you feel?

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If we have lots of time, it would actually be nice to hear some of your examples but since we don't,

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I will give you my example. This picture was taken in 1997 when I went to hospital Albert Schwitzer

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in Daeshapel, Haiti and I had this amazing service learning experience. As an American, you can

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probably tell, let my accent. It was the first time I'd left the country and where did I go to like

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one of the poorest places on the planet? It made such a big impact on me and I still continue to

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make small donations to this place every year. I also know they have very few resources.

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Every dollar I give is going to make a difference. That's why I am doing it.

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But I'm also doing it because they ask me. Frankly, I like them but if they didn't remind me

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from time to time, I would probably forget. We all have busy lives, a lot of things on our minds,

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and the fact that I get these solicitation letters every once in a while helps remind me

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to do this thing that I want to do. I hope like your examples, the way you feel when you make a

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gift is actually good. It's not a load of something that makes you feel bad but generally speaking,

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you care about a thing and you give money to it. This quote is from a keeping excellence in fundraising,

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which is actually the textbook that professional fundraisers all read. I have this certification.

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It's a certified fundraising executive credential and there's lots of things you have to do to get

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this but you do have to pass a test and this is the book that if you read it, you will be able to pass

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the test. It really teaches you about fundraising but it also tries to put you in this mindset of

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seeing your job as a job that is helping people make an impact they could not do otherwise. I can't

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make anybody healthy and Haiti on my own. I'm giving so that I can allow somebody else to do

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that thing that I hope happens. This is also a line with what the studies show. I know a lot

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of the status from the U.S. there's a lot of data on philanthropy in the U.S., which is why much

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of it's coming from there. But the studies show that when you ask people why they're giving gifts,

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the number one reason is the mission. It just falls in a way they believe in what you're doing

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and why you're doing it. But not far behind is the happiness. Not far behind that is the fact that

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makes people feel good. They want to do this thing because of the joy they will experience and

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to my point earlier because they get asked. You can't just hope that people are going to realize

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your software is important and oh I'm just going to send some money. There are some wonderful

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humans that do that but they are few and far between. Companies have very different motivations

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for making gifts. There were presentations earlier today that talked about some of those and

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I'm not trying to pretend that these are untrue. I just want to spend time on it but I want to

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acknowledge that companies exist to make profit. It's like a fact. It's not an evil. It is simply

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a fact. But when I think about corporate giving, I try to remember that it's also human beings.

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There is a business decision but the beginning of the relationship is me, Amy Parker speaking to you

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and we are building a relationship and you are getting excited and that might lead to other

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conversations with the company that will ultimately be based upon these facts.

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And this gets me to the real point of today's session, the session title.

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There's this saying and fundraising that's successive is about making the right

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ask to the right person at the right time and so for the rest of this presentation I'm just going

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to kind of go through those three. The right ask. How many of you in this room own a drill?

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I really think everybody at a certain age you just own a drill. Do you remember buying this drill

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and why you bought it? Was it because it was your lifelong dream to own the drill? Does it have

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pride of place in your house? No, probably not. It was probably a super practical decision

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that you needed to hang a painting on the wall or maybe build something if you're really crafty.

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The reason I mention this is that we can get really cut up and talking about what we do

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the drill instead of focusing on why the drill is around. Why did we get the drill? What does

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the drill do? You know that drill is essential to habitat for humanity building houses for people

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that the charitable purpose of those houses is where the passion and connection is going to be

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not like this black and decker drill. That's really uninteresting. We can especially in this

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community when so many people that have to do the fundraising are also the experts in the technology

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you can kind of get trapped and talking about the drill stuff. The tools without talking about

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the bigger vision. Those of you who have come here to this conference maybe not, but in general

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it can be a trap within open source software. As I mentioned I joined the Open SSL software

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foundation in October. While I had been at Wicked Media which is an open source project,

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much of their funding comes from people who don't even realize it's an open source project.

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So this was a big shift for me to move over to a project like this that is

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important and deeply critical to the world, but it's really not known. It doesn't have that

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neighbor brand recognition. Frankly, I was an English major so if you read what we do on the left

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I still barely understand it. It's complicated. My boss is sitting here. He gave me like a week

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long PowerPoint slides trying to explain open SSL. It's highly technical. It's something that is

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not something the general public is going to read on the left and say oh yeah that's important.

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The mission is universally understandable and is inspiring in a very different way. The mission

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is really the magic of it all. The photography might be what we do, but the mission, the why we do

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it is really the thing that we want to leverage when we're trying to get people to buy into our

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beliefs and to join us as supporters. So one of the best parts about starting a new job as a fundraiser

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is meeting the people that already give you money because they already love you. It's an easy place

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to start. And so one of the first things I did was look back on GitHub sponsors. Who were these people

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that were not even asked, no, I didn't exist. There was no Amy Parker they are asking people

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for money and they just sent us money. $5 a hundred dollars doesn't matter how much they took their

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own initiative and just sent money. And I've been writing to them and talking to them and asking them

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why? Why did you do this? And these are just some samplings of the reasons. These are not about

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the technical side at all, right? These are people who have mission alignment interested in our

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values, same worldview, want to see the same things happen. That is really where the storytelling

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comes into play. This is just another example you may or may not have heard of this place called

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Story Corps, it's a US nonprofit. And what they do is put two sort of regular people in a room

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and you have a conversation with each other and those conversations get recorded and they are

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archived at the Library of Congress and they are also played on like national public radio

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and they're just everyday normal conversations. In a way, that doesn't sound like a super important

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thing. It's nice, but it doesn't sound like a thing that is going to really inspire me and

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get me to make it. But when you read this solicitation letter and the way they're connecting

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this storytelling to this bigger picture of humanity understanding one another, especially today

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is very divisive times. It takes it to a higher level. The mission of story corps actually reads

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to help us believe in each other by illuminating the humanity and possibility in all of us one

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story at a time. And it's that more so than we record conversations between average people

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that is really where the magic is. This just sort of sums up what I was saying about storytelling.

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You want to put your mission at the center. If you don't have one, you want to work on

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articulating what your mission is. And donors give because they want to accomplish something,

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they can't, they can't just do on their own. They know that you are the one making

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a possible. You're that drill and they want to give to let you do your work.

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I'm going to move on to the right person. The right person is really all about networking.

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So this is the then diagram of the things that need to fall in place for you to find the right person.

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And you know, as a fundraiser, lots of people come to me with brilliant ideas like

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you thought about Bill Gates or Elon Musk or all the richest people in the world. That's

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going to be the solution to all of your fundraising problems. The piece of this pie that often

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gets overlooked really is the connection. So capacity just means this person can give you money.

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Authinity is there, there are connection to an alignment with your mission.

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The connection means you have to be able to get to them. This was also in an earlier presentation today.

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You know, this is the challenge most of us have. There could be funders out there that seem very

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well aligned, but if you don't have a way in the talk to them, that's going to be your challenge.

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This is from that same textbook, these concentric, concentric circles. Yes.

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We could argue about who's in the middle of your concentric circles. That is an arguable

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point and not why I put it up here, but the point is that the people at the center, those are

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the ones spending the most time with you. They are the ones that know you the best. They have the

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most skin in the game, so to speak. They have the most stake in it. And as you move out, it just

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lessons and lessons and lessons. You will have way more success raising money for people in the

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center. Those people that are already educated and understand and committed are much more likely

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to give support than someone way out in the general public who you're just talking to for the first

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time, who doesn't even know what open source is. The part of fundraising where we're talking about

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networking is building up your central center circle, but also trying to move more people into it.

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People in these outer rings that can be brought just slightly closer in so that they are more

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likely to respond positively to your ask for support. In an open source project, who's closest

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to you? Probably people volunteering in one way or another, and I know this is super sensitive.

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I want to assure you this is super sensitive in all nonprofit organizations, not just the open source

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community, but the data from a variety of studies. This is just one of many shows that people who are

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giving of their time to something are very likely to also give of their financial support.

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The way you approach those people has to be done really delicately in with sensitivity,

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but those people are bought in. And globally, this is a global study on philanthropy here.

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More people give money than time. Time is actually a far more precious resource to people,

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especially if you worked all day on a computer doing a really technical job, and then it's like

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night time, and you really want to just keep coding on your free project, nobody's paying you for.

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You know, the time that you're getting is a miracle. The money actually more people are going to do that.

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And so just a little summary of the networking, I think these subbolets here, you need to know

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your existing community first, and you know, being new at my organization, this is really what I'm

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trying to do as I talk to people, you know, what motivates people? Who are these people? Why are

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they giving us support? Trying to understand that before you go out to other people is really

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important, and you may be surprised. I was surprised that some of these people that I wrote to,

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they were like, yeah, I don't even, you know, I don't personally use open SSL, but like,

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I know that we do somewhere, but I understand it's important. So I did not expect that answer

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it was really shocking. So asking people and getting those answers as key before you can go and

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build relationships out. Also, a lot of funderators' offices look like those

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scary serial killer movies with post-it notes and strings because we do a lot of network mapping.

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You know, you know, this person, but who do they know? They might have a connection to another

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organization or another funder. And so once you know your core people, it's not just really about

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them, but who they can connect you to and building that out as far as you can. And, you know,

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it's not only software that needs documentation. We are not geniuses that are going to remember

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all of this. It is really good to take advantage of whatever resources that you're to

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spell is able to track all of this information, whether you're using CRM, a constituent relationship

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management system, or whether you're just using an Excel spreadsheet, or whatever free and open

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source version of Excel there is. That documentation is essential. And it's also essential

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because of the reality of turnover. You know, people aren't here forever. And then finally,

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the right time. Am I at time? Am I okay? Okay. I'm at time. Okay. I will just say the right time.

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This version of the slide is talking about how really we can think about our right time, but it's

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the right time for the donor that's the most important. You want to have some kind of net to

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catch people that's the right time for them, like it gets upsponsors site. And I can only be here today

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because we do have some sponsors giving us support. So thank you to them. And if any of you are

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in the room, let me know. There will be no time for questions because I apparently talked a lot,

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but I have a bunch of business cards and you can find me on LinkedIn if you want to chat.

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There actually still is time. Oh, it's time for questions. Oh, great. Oh, yes. Okay. Sorry. Confusion.

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It's okay. I just spent for the end, but I will take questions instead.

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Yes. I will repeat your question as well.

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Yeah. The question was, do I have any advice specifically for the European context with

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a culture of charities different? And I would kind of be lying if I said yes. I have had the

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opportunity to live abroad in Asia, which also has a different philanthropic context, but I've never

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lived in Europe myself. All the Smithsonian and the Wikimedia Foundation do have global

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donors. So I have some experience with those donors, but if you are European based,

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somebody will have a better answer for you than me. Yes.

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Where is the largest? It takes the start putting up a donor base, for example, or the

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two. In carry people know what business, but I imagine they're a lot more business aspect

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that you need to think about. Can you share a bit more about that?

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The question is, where is the best place to start for putting up a donor page?

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Okay. Well, this is a question that gets into some complexity. So I will talk a little bit

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about OpenSSL because that's an easy place for me to start. So the one place that we have set

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up right now is GitHub sponsors. It's an easy setup to be able to allow people to give on that

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platform and most of the people who know us and know what we are are there. So it's a good audience

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and an easy starting place. And then we get like a monthly disbursement of the gifts that come in.

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They serve as sort of this middleman so that we aren't doing the administrative work around receiving,

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thanking, acknowledging every single donation. And that, those approaches, they're not the only

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one, but the ones that serve as the middle are really good place to start if you're not doing this yet.

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When somebody gives you money, you know, acknowledging that it's just arrived and saying thank you

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is really, really important or you will not get more. And so if you don't have the time to

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in space to do that, you want to use an organization or something that will facilitate that.

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Beyond that, it really depends on the legal status of your organization. And this is also

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dependent on if you're a European or US based. But in the US, if you're a 501C3 charity, there are

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many platforms that are free, that you can, well, free as in no fee to use to allow people to give

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you donations. PayPal charities is one of the most common ones and they take a service fee,

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but they facilitate the transactions for you. There are many options once you go beyond that,

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but for baby steps, that's where I would begin. Yes. What are your opinions about the differences

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between a pure donation, a sponsorship versus something like a Kickstarter, where you can also

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get a donation, again, but also get something back in the future or something. Yeah. The question was

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about my opinion about places where you make sort of a pure donation versus things like Kickstarter

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where you're getting something in return, like, you know, a T-shirt or other sorts of tiered

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benefits. I've done both of my life, both have their own advantages, and there are certain

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times in places where something like a Kickstarter can make a lot of sense, but those went

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done well are a ton of work. And when I was at the Smithsonian, the Asian Art Museum one year

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did like a Kickstarter, and it was enormously successful, but they ended up having to hire an

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additional staff person because of the work involved, the expectations that people have for what

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they're getting in return are just very high. And I also think it's a little bit of thinking about

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the mental, the way you want people to mentally think about these gifts. So, you know, if I give

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you something and I get something back, there's a little bit of a transaction, like, oh, that was

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a cool sticker, or, you know, it's not the same calculation. And donors that are doing that

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on a transactional basis are less likely to stick around and be devoted and want to give to you

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year after year. So, they can be great for, like, a one-time, while, when we're doing this explosion

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of fun, and we wanted you branding and marketing and T-shirts, but if you want people to get into a

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pattern and have that long-term giving, it's much better to think about pure philanthropy. People

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would disagree from the, I will say, that's an opinion. I think a couple more? Three more minutes,

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in the green. Do you speak about the process of bullying people from the outer circles, what's

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the inner ones? What is it, look like? Hmm. Well, it's going to be different everywhere and

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sort of depend upon, sorry, the question was, for bringing people from outer circles into your

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inner circles, what does that process look like? And so, I think one of the other things that we've

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just done at OpenSSL is hire our first community manager. He's back there, I'm staring at him. And

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that's one step in trying to bring people closer, because there are people out there now that are,

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like, one ring out, but nobody's ever really engaged them. And like, why are you doing this?

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What did you just do? And so, that's one version of trying to bring those people in, you know,

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just paying attention and inviting conversations is one way. And the other way is through that

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networking. So, you know, if I'm in the center and I host a little luncheon and invite three

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of my friends who are in the next circle out, you know, and you come to lunch and now you've met

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three new people to bring in. That kind of cultivation event is what it would be called in a

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technical sense. Can be done in a small scale, like, four of us just go to lunch after this,

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or in a much bigger scale, you know, some charities have very, very big events that do that.

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Last question. Last question. Yes.

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Yeah. Well, I think people are smarter than the question was, how do you strike the balance between,

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having people, if you really enjoy chatting with people about your work, how do you strike the

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balance between, we're just having a chat, and I just need the money. And honestly, like,

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they know you need the money. Like, it's not, you're not tricking anyone. They're not going to

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feel deceived when you bring this topic up. And as a fundraiser, I've always had a job title that

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indicated that that is my job. You know, I'm not taking you to lunch because I want you to be my

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new best friend and be my cats that are whatever. Really, there is an ultimate aim. It can also

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be challenging if you like people that some people will just want to talk and talk and talk and

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it's hard. If it's going nowhere, that's a challenge you'll figure out in time as you do it more.

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But I think the transparency in your communication, even requesting the meeting, you know, one of the,

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one of the things I would like to talk with you today about his funding.

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Yeah. All right. Thank you.

