Transforming Fundraising: A Dive into Theory U and the Iceberg Model

In the ever-evolving landscape of fundraising, non-profit organizations are on a quest for novel approaches to break free from the shackles of conventional strategies. Enter Theory U—a revolutionary framework that promises to unravel the intricacies of our thinking processes, paving the way for a transformative and impactful approach to fundraising.

At the heart of Theory U lies the Iceberg Model—an insightful diagnostic tool guiding us through a reflective journey. Join us as we scale down into the depths of our current reality and ascend towards a visionary future, challenging the status quo of fundraising. (Refer to Iceberg diagram)

The following is adapted from a presentation where we worked with Waldorf fundraisers and leaders as a group.

Scaling Down - Our Current Fundraising Reality:

Behaviors and Events:

• Fundraising engagement lacking

• Financial goals falling short

• Ad hoc strategies yielding minimal returns

• Limited donor understanding

Structures:

• Fundraising deemed an added layer, not a priority

• Non-profit model emphasizing minimalism

• Capitalist society mindset limiting growth

Beliefs and Mental Models:

• Rooted in scarcity

• Undervaluing fundraising efforts

• Averse to fundraising activities

Levels of Awareness:

• Surface-level operation fueled by cynicism, judgment, and fear

• Unquestioned assumptions about scarcity

Scaling Up - Our Transformative Future:

Levels of Awareness Needed:

• Embracing sufficiency over abundance

• Recognizing existing resources

Beliefs and Mental Models:

• Affirming abundance

• Valuing the mission and intentions of donors and the community

Structures:

• Regular engagement with clear goals and accountability

• A dedicated and committed board advocating for the mission

• Strategic investment in fundraising structures like CRM

Behaviors and Events:

• Deepening donor relationships through active listening

• Board fundraising training and streamlined donation pathways

• Clear goals and expectations for the team

• Investing in team expertise and certifications

Conclusion:

Armed with newfound awareness and Theory U as a framework for change, we can embark on a transformative journey in fundraising. This blog post is an invitation to dream big, challenge the surface, and usher in a new era of fundraising that is not only impactful but also sustainable.

As part of my journey through the Iceberg Model, I invite you to facilitate your own exploration with a small group or individually. Empower your fundraising team to delve into their realities, share insights, and collaboratively envision transformative futures. This collective learning environment can amplify the impact of your efforts while recognizing the uniqueness of each situation. Together, let's break the surface and usher in a new era of impactful and sustainable fundraising.

Generosity Guidance, principal consultant, Jennifer Deathe.

Book a consultation with Jennifer to learn more about a facilitated workshop on the Iceberg Model.

References and Resources:

1.     Scharmer, O. (2009). Theory U: Leading from the Future as It Emerges. Berrett-Koehler Publishers.

2.     Presencing Institute. (n.d.). Home. Retrieved from Presencing Institute

3.     Ulab. (n.d.). Transforming Business, Society, and Self. Retrieved from Ulab

4.     Twist, L. (2006). The Soul of Money: Reclaiming the Wealth of Our Inner Resources. W. W. Norton & Company.