Great Planned Giving Story: Do you know who your donors are?

Grace Groner was exceptionally restrained with her money.

Her clothes came from rummage sales. She never owned a car. She lived in a one-bedroom house.

She was orphaned while quite young, and came of age during the Depression. Thus, her character was naturally frugal.

She had very fond memories of her college days. So she set up a small scholarship program for her alma mater, Lake Forest College. She told them she planned to contribute more upon her death. But no one guessed it would be such a huge gift from one living so modestly.

When she passed away in January, at the age of 100, her attorney informed the college president what that gift added up to. Groner's estate was worth $7 million.

Here's the college president's reaction:



I'm glad that the college was stewarding her lifetime gifts; clearly, they knew her and had the opportunity to thank her while she was alive. I can just imagine that Grace derived some pleasure out of knowing the secret surprise that they'd receive upon her death.

She worked as a secretary for Abbott Laboratories for 43 years. In 1935, she bought 3 shares of Abbott stock for $180. Those three shares are the asset that blossomed into $7 million.

The millions should generate more than $300,000 a year for the college. The money will help dozens of Lake Forest students pursue internships and study-abroad programs that they may not have had the chance to take advantage without Groner’s hefty donation.

Aside from the $7 million donation, she also left her small house to the college, which will house scholarship winners who benefitted from her donation.

But this story is one to add to the host of others told through the years: you never know which of your donors has the capacity to make a transformative gift to your institution. That's why it's incredibly important to be nice to ALL of your donors. Thanking the "little old lady" who sends in $5 twice a year is just as important as fussing over the six- and seven-figure donors. Fundraising basics 101, I know, but one of those fundamentals that is all-too-easily forgotten. Stories like this one provide a reminder.

A generous spirit; a life well-lived. Thank you, Grace Groner.

A Vision of K-12 Students Today

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Partnership for 21st Century Skills: Teaching 21st Century Learners

Great Stewardship from DonorsChoose

I just got an "impact report" today from a school teacher in Oakland.

Back in April, I went to DonorsChoose.org, an online charity that makes it easy for anyone to help students in need. Here's how it works:

1. Public school teachers from every corner of America post classroom project requests. The requests range from pencils for a poetry writing unit, to violins for a school recital, to microscope slides for a biology class.

2. You go to their site and browse project requests. The project is described by the teacher, but also shows detailed cost breakdown of exactly how the money will be spent. (I chose to help a reading intervention teacher in Oakland, California, who wanted to help fourth and fifth grade students get up to grade level at their Title I school. By reading parts of the books aloud, she found, the students are eager to actually read the books for themselves. Her students needed eight books in U.S. history content:

• Longest Journey: The Story of the Donner Party
• Cowboy Marc
• Gold Fever!: Tales from the California Gold Rush
• The Dirty Thirties
• From Slave to Cowboy: The Nat Love Story
• Birmingham 1963
• Cherokee Rose: The Trail of Tears
• The Story of Jamestown

The cost of this proposal was $161, which included a very reasonable fulfillment fee to DonorsChoose.)

3. Find the project that makes your eye twinkle and evokes a good feeling in your heart; give any amount. You can browse and search by city/state, grade level, subject area, teacher type, cost and/or by keyword. You can screen for projects that are close to their goal, located in an economically challenged area, have matching gift offers and by resource type such as books vs. technology vs. supplies vs. field trips or guest speakers.

(I gave an very modest sum, as I was out of work at the time. Within a day, I received a personalized thank you email from the teacher -- not an auto-generated thank you but one that referenced the remarks that accompanied my gift. Impressive!)

4. Once a project reaches its funding goal, DonorsChoose orders and delivers the materials to the school. (In my case, the teacher posted the project on February 28. It took seven donors, acting together, to reach the goal within a few weeks.)

5. Then, you get photos of your project taking place, a thank-you letter from the teacher, and a cost report showing how each dollar was spent.

If you give over $100, you'll also receive hand-written thank-you letters from the students -- a nice touch, for sure. But what's even better from my point of view is that you can give as little as $1 and get the same level of choice, transparency, and feedback that is traditionally reserved for someone who gives far more. They call it citizen philanthropy.

(Quite frankly, I'd forgotten that I'd even made that small gift back in April. But today, when I received the progress report, I was re-engaged all over again. I read the post-project thank you from the teacher. I saw the pictures of fourth and fifth grade kids reading the books I helped to buy. I reviewed the Live Update sequential stream of interactions, including notes from other donors sharing why they chose this project, with the teacher's personal thank you sent to each person contemporaneously. I felt a little sense of community around these like-minded people, strangers to each other who chipped in to make a little difference.)

Did the feedback make me feel good? Yes. Did the thank you reinforce that I'd made a good decision in making the gift? Absolutely. Was I prompted to go looking for another project to support? Of course I did.

The DonorsChoose business model is an exceptionally well-designed example of how technology can be used by a charity to actually personalize the giving process. I gave a modest gift. But I know more about the recipient, have had more interaction with her, and received a report to reinforce my choice ... far higher quality and quantity interaction than I've gotten from faceless organizations to whom I've made far larger gifts without so much as a thank you. Kudos to them.

By the way, if you're a teacher who has a project that needs to be funded, you can go here.