Today on the Servant Leadership Podcast we welcome Rick Dunham, the founder of Dunham and Company. For more than twenty years, Rick has led Dunham and Company, one of the most respected fundraising and strategic consulting firms in the world. The work Rick and his team have done has helped ministries impact hundreds of millions of people globally. Rick is the author of If God Will Provide, Why Do We Have to Ask for Money?, and is widely recognized as a leading voice on biblical generosity, data-driven fundraising, and long-term ministry growth. Join us as Rick shares the heart behind biblical generosity, the changing landscape of nonprofit giving, leading and releasing through seasons, and Rick’s uniquely biblical perspective on what it actually means to be a servant leader.
Rick Dunham
Rick Dunham's Perspective on Tithing
0:00
I get myself in such trouble and I'm
0:02
sure people listening to this will get
0:03
mad at me, but I honestly don't believe
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in the tithe because God God doesn't
0:10
want a 10% tip and then have us do
0:12
whatever else we want.
Introduction to Rick Dunham
0:14
God's in God's economy in New Testament,
0:16
it's 100%. It's everything.
0:18
Everything.
0:26
Today on the servant leadership podcast,
0:27
we welcome Rick Dunham, the founder of
0:30
Dunaman Company. For more than 20 years,
0:32
Rick has led Dunaman Company, one of the
0:35
most respected fundraising and strategic
0:37
consulting [music] firms in the world.
Rick's Impact and Authorship
0:39
The work Rick and his team have done has
0:41
helped ministries impact hundreds of
0:43
millions of people globally. Rick is the
0:46
author of If God Will Provide, Why Do We
0:48
Have to Ask for Money? [music] and is
0:50
widely recognized as a leading voice on
0:52
biblical generosity, datadriven
0:54
fundraising, and long-term [music]
0:56
ministry growth. Join us as Rick shares
0:58
the heart behind biblical generosity,
Rick's Biblical Generosity
1:00
[music] the changing landscape of
1:02
nonprofit giving, leading and releasing
1:04
through seasons, and Rick's uniquely
1:07
biblical perspective on what it actually
1:09
means to be a servant leader.
1:11
Rick, thank you for being on the servant
1:13
leadership podcast.
Rick's Career Journey
1:14
I'm very grateful to be here. Thanks. I
1:16
have benefited personally from your work
1:19
and admired your work from afar for many
1:21
years over a decade.
1:22
Uh but you've been doing this for over
1:24
two decades right
1:25
so how did this place Dunaman company
1:28
all get started? Yeah, it really goes
1:30
back quite a ways to be honest. Uh when
1:33
I was finish up finishing up my seminary
1:35
work, uh I was involved in development
1:38
work. Um I was getting my masters of
1:41
theology, but I was part of the
1:43
development team at the seminary and
Transition to Consulting
1:47
uh long and short of it ended up um
1:51
going into nonprofit work right out of
1:53
seminary. So for 10 11 years uh I was
1:56
doing uh leadership fundraising kind of
1:58
work within nonprofits.
2:00
Um and then in ' 89 went into consulting
2:04
with a company here in Dallas which is
2:06
why we moved here and did that for 14
2:10
years and then struck out on my own in
2:13
2002 primarily because I wanted to make
2:16
uh a singular focus around ministries
Focus on Ministry Impact
2:20
that were committed to making a bigger
2:22
impact for the kingdom. So that was the
2:24
whole thinking at that time. Still is.
2:27
Um and yeah, the rest is kind of
2:29
history.
2:30
Why the shift that direction? [snorts]
2:32
Um in the former company, we' worked
2:34
with all sorts of nonprofits, which was
2:35
fine. They were very worthy
2:37
organizations, but I was I really wanted
2:41
to be more intentionally on mission
2:44
every day. And I really and the need was
2:46
pretty significant within the Christian
2:48
community for the kind of uh help we
2:50
could provide. So I wanted to do that.
Building a Household Name
2:53
You guys have become a household name
2:55
around the country for helping
2:57
nonprofits think about fundraising and
2:59
raising money in all kinds of ways.
3:02
Uh I'm [snorts] not sure if you imagine
3:04
that off the get-go or
3:06
Hey, my vision was to hang out a shingle
3:08
and pray somebody would pay me for my
3:10
counsel.
3:11
Well, and now it seems like you have to
3:12
turn away ministries based on different
3:14
alignment things. Like you have so many
3:16
people knocking in your door,
3:18
right? Um, I'm curious. What are some
3:21
things that you've seen over the last
3:22
couple decades that have really changed
3:25
how you personally view generosity and
3:28
giving?
Personal Journey on Generosity
3:29
It's a really good question. Um,
3:33
it's part part of it is my own personal
3:35
journey.
3:36
So,
3:38
um, I think you know I wrote a book
3:40
called if God will provide, why why do
3:42
we have to ask for money? And the reason
3:45
I did that is cuz there was often this
3:47
push back coming from
3:49
some donors saying you you don't need to
3:52
do the fundraising. God will provide
3:54
without you doing that. And so I being
3:56
trained theologically I spent three
3:58
years just going through scripture
3:59
trying to understand does the Bible even
4:01
talk about it. And it really impacted my
4:03
view of generosity because what I what I
4:06
learned in that process is that God
4:08
doesn't really want our money. What he
4:10
wants is our heart. The challenge is
4:12
that our heart's connected to our money
4:14
because Jesus said, "Where your treasure
4:16
is,
4:16
that's where your heart's going to be."
4:18
So, this whole exercise of fundraising
4:21
and um and giving is really a it's
4:26
really connected spiritually to our
4:28
personal walk. So, and and as I thought
4:31
about generosity, I get myself in such
4:33
trouble. And I'm sure people listening
4:35
to this will get mad at me, but I
4:38
honestly don't believe in the tithe
4:40
because God God doesn't want a 10% tip
4:43
and then have us do whatever else we
4:45
want.
God's Economy and Stewardship
4:46
God's in God's economy in New Testament,
4:48
it's 100%. It's everything.
4:51
Everything. And what he wants to do is
4:53
how do we steward that well? Because
4:55
that's what the whole issue of
4:56
treasures. It's not just the money. It's
4:58
where your treasures are. That's where
5:00
your heart's going to be. How do we
5:01
steward that well for kingdom purposes?
5:03
And that has all sorts of implications.
5:05
Whether it's my family, what am I doing
5:07
to use what God's put into my trust to
5:09
bring my family in along on their
5:12
spiritual journey? How am I supporting
5:13
his kingdom work through the church,
5:15
through parurch ministries? It it begs a
5:18
much bigger question.
Encouraging Generosity in Others
5:20
How have you helped others go on that
5:22
journey? Because that's that's quite the
5:23
journey for somebody to change from uh
5:26
maybe not giving to hearing they should
5:28
give 10% to then hearing it's all gods.
5:31
Like that's a those are some drastic
5:33
jumps people have to make.
5:34
Well, what it does, it provides a
5:35
tremendous amount of of peace that God
5:38
isn't sitting up there with a scorecard
5:40
looking at card looking at the
5:41
percentage that you're giving. What he
5:44
cares about because it really I could
5:46
give 10% and be wrongly motivated on
5:48
that and be displeasing to God. So the
5:50
issue is where is my heart? How am I
5:52
aligning with God's kingdom purposes?
5:54
And then the the sense of peace it
5:57
brings is that again
5:59
there's no condemnation in Christ Jesus.
6:01
And that means he's not condemning you
6:04
if you're at 9.5%.
6:07
No, you you get my point is that it's
6:09
it's really that idea that all of life
6:12
is stewarding it for kingdom purposes.
6:15
How do I do that? Well,
Daily Stewardship Perspective
6:17
I love the perspective of everything is
6:19
God's and I need to prayerfully ask him
6:22
what he wants me to do with his money
6:23
every day. Like that's just such a
6:27
a counterintuitive perspective, but it
6:29
seems like the right kind of perspective
6:31
to to end up at.
6:32
Yeah. And and you see the freedom. So
6:35
I've done quite a bit of speaking in in
6:37
Australia and the US and it's fun to
6:40
work come up alongside donors and uh
6:44
have the light go on that they they're
6:47
carrying this burden. Am I doing enough?
6:49
and and to all of a sudden understand
6:50
that all God asked me to do is to take
6:54
what he's put into my trust and make
6:56
sure that I'm using it for his kingdom,
6:58
how however that's defined.
Data-Driven Approach
6:59
Yeah. You've had a unique personal
7:02
journey walking with the Lord, but also
7:04
one of the things that I've loved from
7:06
afar is how data driven you have helped
7:09
this company be.
7:10
Yeah. Uh and I mentioned it at the
7:12
outset like I have every year you come
7:14
out with different reports uh partnering
7:16
with a few different people and I'm like
7:17
I love getting those reports like I love
7:19
just reading them and seeing uh often
7:22
things that I'm absolutely surprised by
7:24
even though I'm kind of similarly in a
7:26
similar world to you. Uh how did you
7:29
start looking at the data and were you
7:32
surprised as well when when you started
7:33
getting some of that data put together?
Importance of Data in Decision-Making
7:35
Yeah. So, the the whole data driven part
7:38
of the company comes out of my personal
7:40
embarrassment being in meetings where
7:42
questions were asked that I had no
7:44
earthly clue how to answer cuz I didn't
7:46
have the data. And so, finally just made
7:49
the decision, you know what we're going
7:50
to do? We're going to start investing in
7:53
in answering some of these questions.
7:55
So, um, I love it because one of the
8:00
things we coach on is,
8:02
um, data tells a story and it never
8:06
lies.
8:07
So, if you're willing to to accept the
8:08
data and then act on it, you can
8:11
actually use the data to help you
8:14
improve
8:16
uh, whatever it is that you were on. So,
8:19
um, that's why we're data driven because
8:21
in order for us to help our clients get
8:23
to the point where they need to be, we
8:25
need to make sure that we're missing all
8:27
the potholes and that we're directing
8:29
them the right way in terms of their
8:31
strategies.
Servant Leadership in Practice
8:32
We talk a lot about servant leadership
8:34
and you [clears throat] are interacting
8:36
with some of the best leaders and best
8:39
organizations around the country and
8:41
around the world. Actually, you guys
8:42
have some cool clients around the world.
8:44
uh what are some things that you're
8:47
seeing from a leadership standpoint that
8:49
really exhibit servant leadership as you
8:51
step into these companies and you're
8:53
having some really tough conversations
8:54
about giving and growth and in a lot of
8:58
topics that are important for those
8:59
ministries.
9:00
Um
9:02
the mark to me
9:05
of a great leader in and a true servant
9:09
leader is the core mark is humility. M
9:14
and it's the ability it it and it
9:18
exhibits itself in in in
9:20
honest self-awareness
9:22
of um not being driven by my own
9:27
personal needs and wants
9:30
um and being able to listen to counsel,
9:33
receive it and act on it. And
9:37
unfortunately we have been in situations
9:39
working with leaders where
9:42
um they are closed off. they I don't
9:45
know if they feel threatened or whatever
9:47
it is, but you see the difference and
9:50
even in the culture of that kind of a
9:52
humble and I've just I have in my mind
9:54
one leader right now who exhibits that
9:57
just genuinely humble
9:59
uh welcomes
10:01
uh counsel, seeks counsel and acts on it
10:06
and and he's taken his organization way
10:09
beyond where it should have been.
Supporting and Training Ministries
10:11
It's really cool. you guys come
10:13
alongside and and you support
10:15
ministries, but you're also helping
10:17
train them to be better. Uh what does it
10:19
look like when you're stepping into a
10:21
ministry trying to encourage them to do
10:23
something? And you've kind of you've
10:25
been around the block to know what
10:26
works, what doesn't work. And often, I'm
10:28
guessing, you bump into some push back
10:30
like, well, these guys are outsiders.
10:32
They might not know what they're talking
10:33
about compared to what we're doing.
10:35
Like, how do you even deal with that?
10:36
And then I know from personal experience
10:39
a lot of those organizations that might
10:41
even start out hesitant are like wow
10:43
Dunham's been awesome for us and like
10:44
this is what we learned along the way.
10:46
Like how do you journey with people uh
10:48
in that discovery?
10:50
Yeah I you really need to earn that
10:51
trust. I mean first and foremost is that
10:54
you can't assume especially in new
10:56
relationships. Um and you have to hold
10:59
that trust very carefully. Um, we have a
11:04
a thing called uh the Dunham way and
11:07
it's 10 values or qualities that make up
11:10
the way we operate.
11:13
And uh one of them is uh we we do what
11:18
we say we will do.
11:20
And it's a very simple statement but
11:22
it's powerful because
11:24
it we help every every employee
11:26
understand is if we give our word on
11:28
something it's got to be golden. it has
11:31
we have to deliver on that promise.
11:34
Um and and
11:38
I think that kind of wiring, if you
11:42
would uh allows us to ultimately earn
11:45
the trust that when we say we're going
11:47
to do this, we're going to do it and
11:49
we're going to make sure that it's done
11:51
with excellence and that it's in your
11:53
best interest. M
11:54
so and again some clients it comes
11:57
quicker others it's it takes a it's a
11:59
bit of a journey um but I'm you know
12:02
it's pretty cool that we still have our
12:04
very first client from November 2002
Handling Project Challenges
12:07
that's super cool I didn't know that
12:10
what happens not every project goes well
12:12
no
12:12
like I I've been a part of a lot of
12:15
projects that have gone amazing with
12:16
Dunham I'll preface for those listening
12:18
but on the I'm sure projects haven't
12:21
gone well over 20ome years
12:23
uh how do you handle handle that?
12:25
It really depends. I mean, there's all
12:27
sorts of different reasons that things
12:29
can go bad. Um, one year the postal
12:33
service in December decided not to
12:35
deliver mail and it didn't get there.
12:38
All of our mailings, in fact, this hit
12:40
the entire industry uh landed in January
12:43
rather than December. And it was a
12:45
massive We had one client that lost
12:48
$100,000 just from the mail never
12:50
showing up.
12:50
Wow. And there's nothing you can those
12:52
are variables that are outside your
12:54
control. We had a situation one time
12:57
where a mailing that we handled uh
13:00
didn't go well. We had made some
13:01
mistakes along the way and we we
13:03
refunded everything. We just we said
13:05
that's our that's our bad. You shouldn't
13:07
have to pay the price for that.
13:08
So another one of the dumb ways is that
13:12
we own our mistakes.
13:13
Yeah. And so if if we do mess up, we're
13:16
going to own it, learn from it, and make
13:18
sure that the client doesn't pay a price
13:20
for it.
Business Philosophy and Growth
13:21
That's so powerful. How how do you feel
13:23
like I mean, I know that that's the
13:24
Dunham way, but how do you feel like
13:26
that came about? Because that I wouldn't
13:28
say that's a natural thing for most
13:30
leaders to even view business like that.
13:34
I think it comes from a perspective that
13:37
we're not in business. Our goal has not
13:40
been to grow the company. Our goal has
13:42
been to grow the ministries we serve.
13:45
And by that focus,
13:48
by definition, the company has grown,
13:50
right?
13:51
So the only way you can you, again, this
13:54
is all about trust. The only way you can
13:55
help a ministry grow is if you have that
13:57
trusted advisor kind of a relationship
14:00
where you've earned that trust, you've
14:01
proven it over time, and that you help
14:04
them achieve what on their own they
14:06
couldn't.
International Expansion
14:07
Well, and you guys have grown
14:08
internationally. You opened up an office
14:10
in Australia. Mhm.
14:12
I mean, that was not part of the road
14:14
map in 2002. How did that even come
14:16
about?
14:17
Uh, we had a ministry in 2005 that
14:19
needed some help with an uh charity they
14:22
had set up in Australia. So, we went
14:24
down, spent 10 days there fixing that,
14:26
meeting some of the players, and just
14:28
really coming away with my wife. She
14:30
went with me on that trip. On the flight
14:33
home, I just turned to her a little bit
14:35
fear just saying, "I think God's calling
14:37
us to Australia." Expecting her to say,
14:39
"You're crazy." saying, "Yeah, yeah, I
14:41
think you're right."
14:42
Wow.
14:42
So, it's it's always been missional.
14:44
It's uh it wasn't a business decision.
14:49
It was a missional decision. And it's
14:51
been very exciting to see what God's
14:53
done over the last 20 years.
Challenges of International Operations
14:54
Once you open up an office
14:56
internationally, separate from here. I
14:58
mean, you're in the heart of DFW, so
15:00
travel's not terrible, but I'm sure
15:02
added all kinds of complexities that you
15:04
couldn't have even imagined.
15:05
No. And it is. and that we we had to set
15:09
up an office because of the time
15:10
difference, but also because of the
15:12
cultural difference and um yeah, there's
15:18
there are a lot of complexities, but
15:19
God's been really super faithful. It's
15:21
been awesome to see what he's done.
Leadership Transition to Trent
15:23
[snorts]
15:23
You've made some other bold moves like
15:25
over time. I know Trent has stepped into
15:27
the business and took over a lot of the
15:29
day-to-day stuff. What was that
15:31
conversation like? And I guess for
15:33
listeners, Trent, you were related a
15:35
little bit, I guess you could say. Uh,
15:37
talk about how that decision was made.
15:39
Sure. So, I hired Trent, who's my son,
15:43
uh, 3 months after I started the
15:44
company. He was working in my former
15:47
company, hired him on
15:49
and brought him in literally at the base
15:52
level and he's learned he he's basically
15:55
done everything in the company.
15:57
And it he and I have had clarity that
16:01
Dunaman company wasn't uh
16:05
his to have, it was his to earn.
16:08
And so uh when I did start the company,
16:12
I I vowed a couple things. one, it would
16:15
not be my retirement plan. I would not
16:17
build the company so that someday I
16:19
could cash out and go sit on a beach.
16:22
I wanted to build something that would
16:23
far outlast anything that I could ever
16:25
be involved in. So that was number one.
16:28
And then number two that um in fact we
16:33
we have a lot of conversations about
16:34
this on the whole issue of succession
16:37
that um my goal and the way I'm wired is
16:43
to
16:44
build
16:46
um and to lay a foundation. I'm hands-
16:49
on keyboard. So when you think about a
16:50
founder like me, basically I have my
16:53
hands in everything because I had to
16:54
have my hands in everything. Mhm.
Trent's Leadership Vision
16:56
Um I made him president of the company
17:01
in 2018
17:05
and kind of watched him blossom kind of
17:08
in that role. So basically had most of
17:11
the company reporting to him except for
17:13
finance and HR.
17:16
And then uh in 2021
17:21
uh unannounced he came in my office and
17:24
sat down and wanted to share his vision
17:26
for the company.
17:27
And
17:29
when he got done outlining his vision
17:31
for the company, I realized it was at
17:34
least 10x my vision.
17:37
And just listening to made me exhausted.
17:39
So I thought, you know, it really is the
17:42
the time for succession is
17:48
um what I sense was I'd watched him
17:51
operate and build a team of specialists
17:55
that were reporting to him that were
17:59
beginning to change the shape of what we
18:01
were offering in a very good way. It it
18:03
was rounding it out and really helping
18:05
to augment what uh the services we were
18:08
providing. to really help ministries
18:10
more effectively. And when I heard his
18:12
vision, I realized that my season was
18:15
up. And some one of the things we coach
18:18
and we're actually working on a book on
18:20
this is it it leaders need to understand
18:24
that God has created life to be in
18:26
seasons. It's just the way he's done it.
18:29
We live it every year. We live it in our
18:32
own lives as children. We go through
18:33
that season of teenagers, young adults,
18:37
newly marrieds, young kids, teenagers.
18:40
Then they get married, they have grand.
18:42
So it's all seasons.
Understanding Leadership Seasons
18:43
Yeah.
18:45
Sometimes, many times, most times,
18:47
leaders fail to understand that when
18:49
they're put into a leadership role, they
18:51
need to walk into it understanding God's
18:53
called me here for a season. It's got a
18:54
sell by date on it.
18:56
It's going to end. So, how do I begin to
18:58
think about what does it look like? How
19:00
am I leading forward so that when I do
19:03
step away, the the organization's even
19:06
stronger than it's ever been and it's
19:08
prepared for the next season of growth.
19:10
Yeah.
19:10
So, that's always been my mindset.
19:12
Yeah. Jim Collins talks about that a lot
19:14
in in Good to Great, just a level five
19:16
leader. And you don't know necessarily
19:18
if you were a great level five leader
19:20
until you've left and if the
19:21
organization is better without you than
19:23
it was with you,
19:24
right? uh you're bumping into a lot of
19:26
ministries that have had great leaders
19:29
over a long period of time and now
19:31
you've done the succession thing well. I
19:33
know you're still here and involved
19:34
still, but you've been able to do that
19:36
really well from the outside. Have you
19:38
been able to step in and help other
19:40
organizations think through that or do
19:42
you stay out of that?
Coaching on Succession
19:43
No, no, absolutely. If we're if we're
19:45
invited into that, we will help coach on
19:47
that and help people walk it through. Um
19:51
I think one of the things again helping
19:53
leaders understand is um
19:58
God has wired you for a certain season
20:00
and you have a skill set to bring for
20:02
that season that's to the benefit of the
20:04
organization.
20:06
The person that's going to be succeeding
20:08
and this is true with Trent. He's got a
20:10
different skill set than I do. If I were
20:12
to have stayed in the seat I would have
20:14
stunted the growth of the company.
20:16
But he's wired for this next season in a
20:18
way that I'm not. and he can just it's
20:20
so apparent.
20:22
In fact, I was talking we were talking
20:23
earlier today. There have been times
20:25
I've been in my office frustrated with
20:27
his decision because I wouldn't have
20:29
done it that way only to watch it turn
20:32
out much better than I thought it ever
20:33
would and better than what if I had done
20:35
it. So, it's really having the mindset
20:37
that it's okay to step aside. My role is
20:40
his wingman. uh he's got complete
20:43
authority over the company and I'm here
20:46
just to help him succeed and then just
20:47
to be
20:50
corporate memory, you know, just stuff
20:52
that I've been through that he wants to
20:53
ping me on.
Developing Leadership Capabilities
20:55
How did you help him develop his
20:57
leadership capabilities because there's
20:59
a lot of people listening who might be
21:00
in similar shoes where they're trying to
21:02
think through it might not be family,
21:03
but it might be family. It might be
21:05
they've got the number two or they know
21:07
who's next, who's going to replace them,
21:09
but there's a lot of fear probably in
21:11
wanting to hold on and like just stay in
21:14
the role because they know it's working
21:15
and what happens if I let go?
21:18
So, I think it's a combination
21:21
of two things that live in tension.
21:25
One is giving uh that individual
21:29
uh increased responsibility so they
21:32
could be stretched
21:34
and learn
21:36
but also having the willingness to go in
21:38
and do what I call hold up the mirror
21:40
and just say this is something you can't
21:43
see right now but I'm going to hold the
21:44
mirror up for you so you to have that
21:46
really blunt and honest conversation
21:48
that's super clear. Many leaders fear
21:50
that and they struggle with that because
21:52
they don't want to be disliked. But
21:55
there was a conversation I had with
21:56
Trent probably
22:00
um around 2011 2012. We had been in a
22:04
meeting. He had not done well. Uh he
22:08
went to his office. I went behind him,
22:10
closed the door and I just said, "Tran,
22:11
if that ever happens again, you will
22:12
never run this company." And let me be
22:14
very clear what I mean. So I walked him
22:16
through the whole thing.
22:18
And that was a pivotal moment for him
22:21
because it he took it as a challenge. M
22:24
and a year later when the consultant
22:26
came in, it was consult we were using
22:28
did the same meeting asked me what
22:30
happened to Trent? He is so different. I
22:33
go he took the challenge.
22:35
But the whole point is it's stretching
22:37
but it's also challenging and being
22:39
willing to have the really hard and
22:40
honest conversation because they can't
22:42
grow if you're if you're not that
22:44
upfront with them.
Surprises in Fundraising
22:45
I love that. uh you've you've had such a
22:49
good vantage point for a while in the
22:51
world of fundraising and nonprofits.
22:53
What are some things that have surprised
22:55
you over the last decade plus
22:58
and what are you thinking about for the
23:00
next decade? What do you think is going
23:02
to be some of the surprises that people
23:03
don't even realize are coming?
23:06
Yeah, I think that's a that's a really
23:09
interesting question because I I don't
23:11
know that I've actually been surprised
23:13
by anything
23:15
as much as
23:18
um
23:22
as much as the the complexity of
23:25
challenges that um most organizations
23:29
face and how you you can't bring a
23:33
one-stop solution because of the
23:35
complexity of each organization so
23:37
different.
23:38
And so it's not been a surprise, but
23:40
it's been a an adjustment that we've had
23:43
to become much more nimble and flexible
23:46
and uh as we get out in under the hood
23:49
for an organization of really having the
23:54
complete tool set to be able to help as
23:58
we identify the problems be able to
24:00
bring a solution that will honestly
24:01
work. So
24:04
again, it wasn't really a surprise. It's
24:05
been more of a journey to understand
24:07
that where we started out initially
24:12
would would would help an organization
24:15
in one
24:17
lane, but it wouldn't help the
24:18
organization lift fully to where it
24:21
needed to be. So, and I think that's
24:23
frankly what Trent's done best is help
24:25
us build out um our offerings to to meet
24:28
the complexities that organizations are
24:31
facing today.
Insights from Data Research
24:32
Yeah. Well, it's interesting because you
24:34
bring some some knowledge that to me is
24:37
counterintuitive based on some of the
24:39
research you've done an an example.
24:42
I was reading and this is maybe
24:44
three four months ago. you did it before
24:46
that, but three or four months ago, I
24:47
was reading some some research you guys
24:49
put out and it talked about how Gen Z's
24:52
uh actually want direct mail more than
24:54
any other generation.
24:55
Like I think about digital marketing all
24:57
the time. Uh I don't think about direct
25:00
mail hardly ever. Um and then when I'm
25:03
reading that I'm like what in the world?
25:05
And it doesn't talk like it I mean you
25:08
can explain this better, but it doesn't
25:09
talk about how they give via mail but
25:10
how they want to receive it and then how
25:12
how that increased online donations. And
25:14
I was like, a light switch went on. And
25:16
I was like, wow, that's really
25:17
interesting. But
25:18
I feel like you have a lot of those
25:20
every
Survey Findings on Gen Z
25:21
year where maybe you're just so
0:25:23
close to it, it isn't surprising to you
0:25:25
now, you're like, well, we expect that.
Direct Mail and Donations
0:25:28
And and
0:25:25
well, that to that, thank you for
0:25:28
bringing that up cuz that when we first
0:25:29
discovered that about four years ago,
0:25:31
yeah,
0:25:32
it was like,
0:25:34
are we sure we surveyed the right group
0:25:37
on this? because there there was a
0:25:38
couple things that were showing up in
0:25:40
the data that was very different about
0:25:42
Gen Z
0:25:43
and um part of what we're in fact we'll
0:25:47
be presenting at CNB's momentum here in
0:25:49
a few weeks and part of what we're going
0:25:50
to be presenting on is many
0:25:53
organizations bringing up direct mail
0:25:56
analyze direct mail ba based on the uh
0:25:58
direct traceable revenue coming back
0:26:00
which is diminishing all the time
0:26:01
checks like physical checks okay yeah
0:26:03
that's yeah
Online vs. Mail Donations
0:26:05
so 21 22% of donors like to give a check
0:26:09
in response to direct mail. 47% like to
0:26:11
give online. Well, do the math. I mean,
0:26:14
if you got a $100 back in the mail, that
0:26:16
means you probably got another couple
0:26:18
hundred dollars online. So, we've been
0:26:20
building out ways in which to look at
0:26:22
what we're calling indirect income so
0:26:24
that don't organizations don't make a
0:26:26
wrong decision about direct mail that
0:26:27
it's not performing like it should
0:26:29
because it is. And frankly, what I talk
0:26:32
about a lot is for us older folks that
0:26:35
pre- internet when postal mail was the
0:26:38
way that you got information.
Digital Marketing Challenges
0:26:40
Um, your mailbox was just chalk full
0:26:44
every day.
0:26:45
I mean, stuff full. Um, and
0:26:50
it was a sort I mean, you you'd spend
0:26:52
five minutes just sorting through all
0:26:53
your mail and just trying to figure out
0:26:54
what to look at. Well, that's the inbox
0:26:56
today. That's the really the challenge
0:26:58
of digital marketing and in email
0:27:00
because everybody's inbox is so full.
Omni-Channel Messaging
0:27:03
Well, Dre Mill shows up today and what
0:27:04
do you got? Three pieces.
0:27:06
Yeah.
0:27:06
So, if you actually show up. So, we
0:27:09
we're strong believers in
0:27:12
omni channel
0:27:13
messaging or the same message. So,
0:27:16
direct mail can play a lead role, the
0:27:18
email, text, all of it.
0:27:20
But it's got to work in concert. And if
0:27:21
it does,
0:27:23
the results are usually pretty pretty
0:27:25
significant. Yeah, I forget I forget if
0:27:28
it was a report that you guys did. I
0:27:29
think it was somebody did it and I was
0:27:31
reading it around that same time about
0:27:33
text being just unbelievable. Like 98%
0:27:35
open rates and things like that.
Text Donations and Gen Z
0:27:37
And there's 5% of donors say they've
0:27:39
given by text and 10% of Gen Z say they
0:27:43
have.
0:27:43
And that's an indication to me not of
0:27:46
lack of interest, but lack of uh lack of
0:27:49
ministries using that as a tool the way
0:27:51
they should. Mhm.
0:27:52
So, we've got a case study we're going
0:27:54
to present that shows that if you use
0:27:56
text, it can it can perform
0:27:58
exceptionally well and it's a stream of
0:28:00
revenue that you're just not realizing
0:28:01
right now.
Cross-Network Attribution
0:28:02
Yeah. Well, it's interesting like a few
0:28:04
years ago, Google did something with
0:28:06
their analytics platform when they
0:28:07
launched J4 and they changed one of the
0:28:09
measurements to be crossnet network
0:28:10
attribution which was the whole point
0:28:12
was you might not see in a direct mail
0:28:14
or in a text or just from an online ad.
0:28:17
it was they had to see all of them in
0:28:19
order to actually give and and the
0:28:21
importance that they all were like
0:28:23
different legs of a stool if you will.
0:28:25
So that was interesting.
Decline in Number of Givers
0:28:26
Y
0:28:27
um something I'm curious about
0:28:30
[clears throat] giving numbers are way
0:28:32
up it feels like year-over-year and I
0:28:34
think you talked about this a little bit
0:28:35
in some of the stuff you've done uh but
0:28:37
the number of givers has declined a
0:28:38
little bit. Why is that?
0:28:41
Well, it really goes back there's a
0:28:43
couple different answers to this. First
0:28:45
of all, um there's a direct correlation
0:28:49
between religious engagement and giving.
0:28:51
That's been proven for years. And um
Religious Engagement and Giving
0:28:56
and religion or Christian specific
0:28:58
I'm talking about Christian.
0:28:59
Okay, great.
0:29:00
Although the same the same is true of
0:29:01
other faith that there is a correlation
0:29:04
between faith involvement and giving.
0:29:06
But in America,
0:29:09
uh, with the decline in participation,
0:29:12
you've seen a decline actually in
0:29:15
biblical literacy around giving.
0:29:17
So, think about that's generational. The
0:29:20
other is more policy driven. So back in
0:29:22
2017, the tax cut and jobs act doubled
0:29:26
the standard deduction
Tax Policy Impact
0:29:28
and uh prior to that there was over I
0:29:32
think it was close to 40% of taxpayers
0:29:35
were itemizing and today it's about 8%.
0:29:38
and Lily Family School of Philanthropy
0:29:40
did a study that they estimated
0:29:43
somewhere around $20 billion was lost in
0:29:45
revenue just in 2018 from charitable
0:29:49
revenue just because of that uh change
0:29:51
cuz if I'm not going to itemize I'm
0:29:53
taking the standard deduction the
0:29:55
motivation one of the motivations to
0:29:57
give more is gone or even to give so
0:30:00
[snorts]
0:30:01
there's been a lot of concern in the
0:30:04
industry around
Universal Charitable Deduction
0:30:06
um the dollars up donors down. I think
0:30:10
household participation's gone from 65%
0:30:14
in
0:30:16
uh around 2000 to
0:30:20
uh it is now 42%.
0:30:23
So pretty dramatic decline. So fast
0:30:27
forward to last year, the tax policy
0:30:29
changes in the one big beautiful bill
0:30:32
and uh one of the things that was
0:30:34
approved in the bill uh was passed was
0:30:38
um the universal charitable tax
0:30:40
deduction. What that is is if you take
0:30:42
the standard deduction, and this is a
0:30:44
permanent change in tax law. If you take
0:30:47
the standard deduction, you can now
0:30:48
deduct if you're single $1,000 of
0:30:50
charitable uh contributions. And if
0:30:53
you're uh married filing jointly, it's
0:30:56
up to 2,000.
Communicating Tax Changes
0:30:57
And that's an above the line deduction.
0:30:59
So again, some studies have been done on
0:31:02
that. And there's an estimate out there
0:31:05
of that should add about 6 to8 million
0:31:08
donors uh annually and about $6 billion
0:31:13
of additional revenue. The challenge
0:31:16
we're going to have this year is
0:31:17
communicating that uh so so that donors
0:31:20
who take the standard deduction, which
0:31:21
is the vast majority, understand that
0:31:24
that you can give up to $1,000 or 2,000
0:31:27
and get the deduction. And if you're we
0:31:29
just in one of our studies, we asked a
0:31:31
question and uh
0:31:34
13%
0:31:36
of non-donor said they would start
0:31:38
giving if they had that option
0:31:40
to take that deduction. So,
0:31:42
we'll see. I just I think there's some
0:31:45
effort to try to change that trend.
Raising Awareness
0:31:48
Um
0:31:50
but we'll see.
0:31:51
I mean, how do you even go about helping
0:31:54
people be aware? Because if that's off
0:31:55
of gross income, which it sounds like
0:31:58
somebody could technically change their
0:32:00
tax bracket like slightly and then it
0:32:02
makes a huge difference. Not only are
0:32:04
they giving more more, but they're also
0:32:07
getting tax. We're making some
0:32:09
recommendations on that, whether it's in
0:32:11
the receiving process, having a drop in,
0:32:13
having a drop in in a newsletter. Um
0:32:17
there's I think there are ways to get
0:32:19
that message out
0:32:21
kind of a did you know.
0:32:23
Um but yeah, it's um
0:32:26
yeah, it's going to be interesting to
0:32:28
see what happens this year with that.
Nonprofit Trends
0:32:30
All right, I'm going to ask you a
0:32:31
question that might be tough for you to
0:32:33
answer, but there's more nonprofits than
0:32:35
ever, it seems. And people all the time
0:32:37
you hear people saying, "Oh, I'm gonna
0:32:38
start a nonprofit." Uh, you have a
0:32:41
vantage point where you get to look at
0:32:43
them and sometimes you might look at a
0:32:44
nonprofit and be like, "Boy, they should
0:32:46
not be they should not be in existence."
0:32:48
And other times you're like, "Oh man,
0:32:50
what you're doing, it's amazing. You
0:32:51
should start a nonprofit." And like,
0:32:52
"This could really be a thing."
Evaluating Nonprofits
0:32:54
[clears throat]
0:32:54
How how are you seeing the trends in the
0:32:56
nonprofit world? Like, are you excited
0:32:57
about where things are going? Are you
0:32:59
thinking that some should shut down?
0:33:01
Like, what are you seeing with your
0:33:02
vantage point? Yeah, I think we've
0:33:05
actually helped uh a number of of
0:33:09
visions come into reality by helping
0:33:11
start the nonprofit, Bill, helping them
0:33:13
build the infrastructure for it because
0:33:15
it was a worthy cause. Um, and
0:33:20
they're doing pretty good today. Um,
0:33:24
there's there's something like one and a
0:33:26
half million nonprofits, might be higher
0:33:28
than that now in the US. And yeah, there
0:33:31
are some that should not be in
0:33:33
existence, no doubt. And um
Passion and Impact
0:33:38
for us, it's all about how passionate
0:33:42
are they uh around growing their impact.
0:33:46
Are they just trying to get by? Are they
0:33:48
just trying to make it? Or are they are
0:33:50
they willing to to really press into
0:33:52
things and see uh a greater impact? And
0:33:56
that's kind of what we look for. M you
0:33:59
talk about impact with all of the things
0:34:01
that we get involved in. Uh our mission
0:34:05
is to impact hundreds of millions of
0:34:07
people. It's why we even think about
0:34:08
this podcast. You have been in a
0:34:10
position where the stuff you have gotten
0:34:13
involved in over the last couple
0:34:14
decades, have influenced hundreds of
0:34:16
millions of people. Uh it's cool because
0:34:19
you're doing it towards Christ, like
0:34:21
you're impacting them towards Christ. Uh
0:34:23
there's a lot of weight with that
0:34:24
though. Um what has been some of the
0:34:27
most exciting stuff that you have seen
0:34:29
happen over the last couple decades
0:34:32
related to impact?
Exciting Impact Stories
0:34:34
Yeah. Um
0:34:37
a couple things. There's an Australian
0:34:39
ministry that um this goes back a number
0:34:43
of years but they were
0:34:46
basically on the verge of bankruptcy.
0:34:49
And in Australia the the annual
0:34:52
financial year for the country is July 1
0:34:53
to June 30. Everybody has a what they
0:34:56
call an end of financial year push in
0:34:57
June. So they came to us and asked if we
0:35:01
would help them with their end of
0:35:02
financial year push
0:35:04
and they had put together a whole plan
0:35:07
for staff layoffs the whole bit. And we
0:35:11
we pushed through the end of financial
0:35:14
year and helped them raise so much money
0:35:17
that not only did they not
0:35:20
uh have to lay off staff, but we
0:35:22
actually created a buffer for them to
0:35:24
begin growing and they've become one of
0:35:26
the more powerful
0:35:28
uh Christian lobby groups in in
0:35:30
Australia. It's really a very cool story
0:35:33
and I that
0:35:35
when you see that, you just feel so
0:35:36
grateful
0:35:37
that God allowed us to do that. Wow.
Future Excitements
0:35:40
What are you most excited about for your
0:35:42
next 10 years?
0:35:44
It's really interesting to see where
0:35:46
things are going. I'm grateful for
0:35:48
Trent's leadership. I think what we're
0:35:50
doing especially with AI and how we're
0:35:53
we've brought in uh a gentleman out of
0:35:56
the UK called James Poulter who's one of
0:35:58
the leading global minds on AI,
0:36:02
strong believer and we're helping
0:36:06
ministries
0:36:08
begin to think through and craft for
0:36:11
themselves how what's the ethical use of
0:36:14
AI, how do we use AI, and how does that
0:36:18
help us push mission And there's a lot
0:36:20
of unknowns in that. So, I get pretty
0:36:22
excited to think that we're on the
0:36:25
forefront of helping ministries do that.
0:36:27
And and there's been a couple of cases
0:36:29
already that we've watched that have
0:36:31
just been really exciting. So, I'm I'm
0:36:33
pumped about that.
Mentoring and Leadership
0:36:35
Um, and for me personally,
0:36:40
um,
0:36:41
yeah, I think it's
0:36:45
it's an overused word, but the mentoring
0:36:47
I get to do is what gets me most
0:36:49
excited.
0:36:50
How do you pick and choose your
0:36:51
mentoring?
0:36:52
I don't.
0:36:55
Yeah. So, it's more uh the team here.
0:36:58
Okay. being available to uh the others
0:37:03
in the sea level, but also then some of
0:37:05
the up and uh rising stars in our
0:37:09
company coming alongside them
0:37:12
and providing some
0:37:14
put the arm around the shoulder
0:37:16
mentoring and guidance and then uh yeah
0:37:20
so that to me I I and then with our
0:37:23
clients just I have the opportunity to
0:37:26
mentor a number of leaders within our
0:37:28
client science. It's pretty exciting.
Rapid Fire Questions
0:37:30
Wow. All right. I want to finish with 10
0:37:32
rapid fire questions.
0:37:34
Uh say the first thing that comes to
0:37:36
mind, no wrong answers. Who's the first
0:37:38
person you think of when I say servant
0:37:40
leadership?
0:37:41
My m my mind
0:37:44
defaults to the most common answer to
0:37:47
that and that's of course Christ because
0:37:49
of just the way he led and the fact that
0:37:52
he in my opinion took a beyond servant
0:37:55
leadership. But that's a whole another
0:37:56
conversation. Um, I really don't have
0:38:00
somebody that jumps to my mind. I'm
0:38:01
sorry.
Personal Traits and Books
0:38:01
Well, you can go with Christ. That's the
0:38:03
ultimate circle and beyond.
0:38:05
Five words that most describe you.
0:38:08
Ooh.
0:38:10
Grateful. [clears throat]
0:38:12
Um,
0:38:13
yeah. I
0:38:16
I the the key word I think of all the
0:38:18
time is just grace. Just
0:38:21
um
0:38:23
Yeah, grateful.
0:38:25
Um, I hope strategic.
0:38:28
Um, that's really hard one cuz that's
0:38:31
that's a [laughter]
0:38:32
what what I
0:38:34
You got to talk about your best traits.
0:38:35
My best my best traits. Well, let's talk
0:38:37
to my wife. She'll tell the opposite.
0:38:40
[laughter]
0:38:41
But yeah, she she's helped me become, I
0:38:44
think, a fairly patient person.
0:38:45
So, I think of of patience.
0:38:48
Um,
0:38:50
yeah. Enga. And I I think of the word
0:38:52
engaged because I we've got nine
0:38:54
grandkids, very engaged in their lives,
0:38:56
which is super cool.
0:38:58
That's awesome. All right. Um, what's
0:39:00
been one of the most impactful books on
0:39:02
you?
Favorite Books and Food
0:39:06
You know what? From a business point of
0:39:07
view, you mentioned it earlier, Good to
0:39:09
Great was pretty impactful. I mean, it
0:39:11
just it opened up a lot. I love Leion
0:39:13
stuff. I mean, that's also been very
0:39:15
helpful to us in leadership. Um,
0:39:19
in my personal life, it's the knowledge
0:39:21
of the holy.
0:39:23
Still my favorite.
0:39:24
All right. Favorite food?
0:39:27
Italian.
Free Time and Surprising Facts
0:39:27
Favorite thing to do in your free time.
0:39:30
Hanging with the grandkids and my wife.
0:39:31
Love that. What's a surprising fact
0:39:34
about you?
0:39:35
Oh, I was in a rock band growing up.
0:39:37
No way. That was surprising. Cool.
0:39:41
You still play them?
0:39:42
That was another life. No.
0:39:43
No. Okay. Um, all right. favorite place
0:39:45
you've been?
Travel and Advice
0:39:47
Um,
0:39:49
probably Italy.
0:39:51
Is there somewhere in the world that you
0:39:53
would love to go that you have not been
0:39:54
to yet?
0:39:56
Not really, cuz I've been to so many
0:39:58
countries. I think I've pretty Well,
0:40:02
no.
0:40:03
All right, that's good. You've seen
0:40:04
everything you need to see.
0:40:06
Um, best advice you've ever received?
0:40:09
I would say learning to play the long
0:40:12
game.
0:40:13
Yeah.
0:40:14
Yeah. Just focus on the long game.
0:40:16
You'll always win if you do.
Servant Leadership Importance
0:40:17
Yeah. One of my favorite books is The
0:40:19
Infinite Game. I'm not sure if you read
0:40:21
that by Simon Synynic, but it's all
0:40:22
about that. Um, all right. And finally,
0:40:24
a podcast on servant leadership. Uh, why
0:40:27
does servant leadership matter to people
0:40:29
or why should it be important to them?
0:40:31
Yeah. And again, I mentioned my views
0:40:33
just a little bit different on servant
0:40:35
leadership because I think when Jesus
0:40:36
talks about it in Matthew 20, he's
0:40:39
really he's shifting a paradigm
0:40:43
by saying the world value uh evaluates
0:40:46
leadership based on power and control
0:40:48
and kind of what's in it for me and I
0:40:51
evaluate leadership in a very different
0:40:53
way.
Beyond Servanthood
0:40:53
And I actually think he takes it beyond
0:40:55
servantthood because he says if you want
0:40:57
to be great, you want to be a servant.
0:40:58
If you want to be the greatest, you want
0:41:00
to be a bond slave.
0:41:02
And if you go to how he defines that's
0:41:05
really defined by by Paul in Philippians
0:41:09
2 when he talks about how this attitude
0:41:12
that Christ had even though he was equal
0:41:15
with God, he did not regard equality
0:41:18
with God something to be held on to. But
0:41:19
he emptied himself,
0:41:22
took on the form of a bond slave. Same
0:41:24
word dulos.
0:41:26
And then when he became flesh, he
0:41:28
humbled himself and became obedient to
0:41:31
the point of death. So
0:41:33
when I think of leadership
0:41:36
and servant leadership, I actually think
0:41:38
of being the bonds slave that Jesus
0:41:40
talks about and that and that you're
0:41:44
you're being a bondslave
0:41:46
the master is Jesus. So it's and what
0:41:50
that means to me is complete and utter
0:41:55
abandonment
0:41:56
to Christ in your life.
Final Thoughts
0:41:58
I love that
0:41:59
because without that you can't truly
0:42:01
lead as a servant.
0:42:03
Yeah. So I think and I think that's what
0:42:05
Jesus was pushing the disciples to in
0:42:07
that passage is that you you've got to
0:42:10
sell out to me completely as a bond
0:42:12
slave
0:42:13
and that's genuine leadership because
0:42:15
then you'll have all the attributes
0:42:17
of a genuine leader.
0:42:19
I love that. Well, and it's that same
0:42:21
challenge of like moving from Matthew
0:42:24
20, and I hadn't thought through it in
0:42:25
that way, but I like that uh later like
0:42:27
in John 13, it shifted like or not
0:42:30
Matthew 20, Matthew somewhere in Matthew
0:42:32
when they're talking about like um love,
0:42:35
love your neighbor as yourself. Uh but
0:42:37
later at the last supper, Jesus is like
0:42:39
a new commandment I give you. Love
0:42:41
others like I have loved you. And it's a
0:42:43
totally new framework like that constant
0:42:45
reframing of like, okay, this is going
0:42:48
to be way more difficult. uh probably
0:42:50
won't get there, but it is complete
0:42:51
humble and obedience and submission and
0:42:54
abandonment to God. So, I love that.
Closing Remarks
0:42:57
Well, Rick, thank you for your wisdom.
0:42:58
Thanks for what you're doing here at
0:42:59
Dunham.
0:43:00
Uh we're going to put in the show notes
0:43:02
for people listening a link where they
0:43:03
can check out Dunham uh if they don't
0:43:05
know it already. And just thankful for
0:43:07
you.
0:43:07
Thank you. Thanks for having me.
0:43:09
Thank you for listening to this episode
0:43:11
of the Servant Leadership Podcast. If
0:43:14
you enjoyed what you heard, please give
0:43:15
it a thumbs up and leave a comment
0:43:17
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0:43:25
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