Inclusion Best Practices Around Titles/Gender in RE
I want to hear from you - how has your organization handled gendered titles/genders in the Raiser's Edge in light of inclusivity? And, what has been the result (i.e., any pushback from donors)?
Comments
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We have been discussing it and will be moving away from using Mr. and Mrs. LastName (or any other variation) to FirstName and FirstName LastName. The main reason we have discussed is that a lot of times the wife is our main contact while the husband is the relationship record. In addition, we are trying to be sensitive around gender issues.
We haven't made the switch because the time to clean up records is a low priority at the moment. It will most likely be a summer data clean up project. Also interested to see if anyone has had feedback on this. Our main concern is some of our older or more conservative donors who want the more formal addressee. It has been a hot button issue in our state (Arizona) and we are trying to make the change as donor sensitive as possible.
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First and foremost, start offering “Mx.” in the title field on your donation forms. Additionally, like Carrie mentioned, organizations are moving away form making title a required field and adjusting add/sals to only include titles that are earned (Dr., Col., etc.).
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I agree with what others have written. My organization now offers Mx. as a title option as @Austen Brown suggested. And we have also done the same thing @Carrie Aranda mentioned with moving toward more informal addressee/salutations. That second change was made in part to be more inclusive. Another factor was that, I believe, it helps us stay closer with the donor. It's a small thing. I know. But we typically call our close acquaintances by their first name or nickname. We don't call them Ms. Smith.
The two exceptions to going more informal have been in our business partnerships and our formal event invitations. I could see moving away from the more formal formats with the corporate partners. I'm a little less sure how we will proceed with the formal events. I think we like the formality a little. I'm interested to read other responses to thread. Perhaps you all have ideas here.
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I've said this before and I think it bears repeating. I really believe it varies from organization to organization. I think it all comes down to your constituent base and how formal they are. I think you should definitely have a good sense of how your constituents will react and possibly poll a few just to see what they may think. Like what @Carrie Aranda stated, knowing your constituents is paramount. Generally speaking, younger constituents are more accepting of these changes. If your organization's donors are primarily older and more traditional, maybe this isn't the right time (or maybe not worth delving into at all).
Adding Mx. like @Austen Brown stated isn't a bad idea. However, before you decide to completely switch up your default addressee types, I think it requires a lot of research into what the reaction will be. We know that addressees and salutations are sensitive to some people, and hold a lot of weight in their eyes.
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We made the decision years ago to take the informal approach for all of our general mailings. As Dariel mentioned, it really does vary from organization to organization. We did a poll, just asking how they would like to be listed in publications. The overwhelming response from our base was a preference to list no titles with first names and last names only. For example, we always listed Mr. and Mrs. John Smith for married couples. Alot of responses came from the men who wanted their wife's first names to be listed also, which YES, they should be!
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We have not had any donor requests to add to or change our titles. We occasionally have the odd duck circumstance: the widow who follows old school etiquette and asks NOT to be referred to as “Mrs. Jane Doe” but to continue using her late husband's name “Mrs. John Doe” (apparently in old – like, super old – school format, “Mrs. Jane Doe” once implied a divorced status). We have a handful of professional couples that prefer to have the wife's name listed with the husband's on the Addressee line. I had one lady angry that we applied the “Ms.” title, because, as she explained, the anonymization of marital status was the precursor of the downfall of the family structure. And we do have a rare few same-sex couples who have asked to be called “Mr. & Mr.” or the like. Our general policy is to respect donor's wishes when expressed, as long as it does not conflict with our religious identity.
Donor base is everything. The vast majority of our donors are Boomers and up, which is pretty common among nonprofits.
You might do a survey if:
- You are a college with a young alumni base
- You are a nonprofit that works alongside public schools and deal heavily with the families of school-age children (such as after-school financial literacy programs, etc.)
- You do an age append and segment your donor list, and only survey people ages 40 and under.
- Your nonprofit mission appeals specifically to demographics likely to include a high percentage of alternative views on gender.
- Before doing a survey, you might pull a small sample of your “ideal donors” out of your database, with whom you have a strong relationship, and ask them in person about their thoughts during cultivation visits. Kind of like doing a feasibility study before going public in a campaign, you can test the waters before doing something that might alienate a broad donor base.
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