Fundraising season is coming up for the Wikimedia Foundation! If you live in an English-speaking country, you will probably be asked to donate the price of a rather expensive cup of coffee to keep our servers running. Fundraising has been successful for many years, making use of the goodwill and appreciation of Wikipedia's readership. And that’s a good thing.
At the same time, a greater effort could (and should) be made by the fundraising department to support volunteers throughout the movement, by improving communication and sharing more country-level data and information. This could help to avoid conflicts between the Foundation and volunteers, and instead could facilitate them in their public-facing and outreach activities.
It's generally accepted that Wikipedia stands or falls through the involvement of its volunteers. Volunteers write articles, improve them, categorize them, make them look good, correct spelling mistakes and improve grammar, and do all of the editing that goes into creating an encyclopedia. Similarly, volunteers make up the bulk of the ecosystem that supports the Wikimedia movement as a whole.
This volunteer capacity is a great opportunity in many ways. With a movement of 80,000 volunteers, we can tap into local expertise–through the affiliated organizations and editing communities. Until a few years ago, the fundraising efforts made effective use of this expertise.[1] Nowadays, volunteer involvement seems to be limited to translating banner messages and description pages, if that.
This is a pity, because I strongly believe that fundraising could more effectively benefit from volunteer involvement: volunteers could help by coming up with alternatives for this cup-of-coffee metaphor that may work much better in their own country, could point out effective payment methods, or identify missing information on the fundraising pages.[2] They could improve the cultural connection of the fundraising messaging.
But this is not all. For volunteers across the Wikimedia ecosystem to operate optimally, they need tools and information. In this piece, I focus specifically on two ways in which the organization of fundraising could be improved, to facilitate volunteers throughout the movement better.
Apart from the occasional announcement, we don’t know for a fact when and in which country the Foundation plans to show banners asking for donations. Apparently it is a challenge to the Foundation to communicate the fundraising schedule well ahead of time. Let alone that the fundraising schedule is coordinated with the main (outreach) activities of editing communities, user groups, thematic organizations, and chapters. However, both fundraising and outreach activities make use of the same resource: the CentralNotice (the banner you see on top of each page). This lack of communication and coordination makes clashes of schedule unavoidable.
The solution seems obvious: communicate and coordinate schedules to reduce overlap as much as possible. There has been some initial alignment this year around Wiki Loves Monuments after a major clash last year in Italy, where fundraising was scheduled at the same time as the main activity of the local chapter. The Foundation did reach out this year to a number of major chapters a few months before the fundraising effort in their country. Some improvement is ongoing, but a scalable and much more timely approach is needed and would benefit both fundraising and outreach activities. Let’s do an annual inquiry among all affiliated organizations to identify optimal and problematic periods for fundraising activity in their country, and schedule together for the year in advance. With relatively little effort, we can avoid painful last-minute discussions and collisions.
While the recently published Fundraising Report for the year ending June 2016 (previous Signpost coverage) was very useful on sharing high-level trends and decisions, and explaining some of the WMF's research results, this seems a good moment to take a step back and look at how to inform and involve the community more actively.
A higher standard of transparency is required to enable volunteers to work effectively to support fundraising and execute other activities. One of the types of data that have been repeatedly requested by volunteers is the country-level statistics pertaining to donations. While the Foundation did publish statistics broken down by country until 2012, it has not since: volunteers have to be satisfied with continent-level statistics. The argument made by the Foundation is vaguely defined: “There are a few different reasons why the team may not be able to publish data from a country, including privacy and security and other legal reasons”. [3]
Whatever these legal reasons may be, I believe they need to be balanced against the benefits of releasing country-level data and/or statistics; this is not just a theoretical discussion for the sake of transparency.
This kind of data could help volunteers to help the fundraising team in their countries. Local volunteers can combine an understanding of trends and the available data with a better understanding of local situations and changes, and be able to explain the data better. But for that local expertise to be applied, they need to understand the fundraising efforts in their own country. Country-level data could help volunteers in their other activities for the Wikimedia movement. They could use it in their media and outreach strategy, and can use it to provide context to journalists who are trying to understand how the citizens contribute to Wikipedia. This is a recurring question in interviews and by new contributors. It is plainly embarrassing for volunteers, advocating for transparent and openly licensed information flows, to say they don’t even know remotely how much their movement collects in contributions from their own country. When applying for external funding for their activities, or while advocating to governments on Wikimedia’s behalf on values we all share (here, for example, promoting improved legislation around copyright and access to information), they could use this data to demonstrate local active support and appreciation for Wikipedia/Wikimedia. With this data, they could demonstrate the extent to which readers from their country are willing to support the movement financially – and that the wide appreciation of readers goes beyond just words.
If the data were detailed enough, especially outside the main fundraising banner season, it could potentially even help affiliates to demonstrate and understand how their activities impact fundraising success, and to learn from it and focus their outreach around it.
Let's make optimal use of the expertise that our range of volunteers has to offer in our movement for fundraising optimization, and provide our volunteer base with the tools to help our mission in the best way possible! I hope the fundraising and legal departments will work together to see how we can take these improvements, implement them, and help volunteers do what they’re best at.
Discuss this story
Spending
Today the WMF is spending 300 times as much (52596782 ÷ 177670 ≈ 296) as it was spending ten years ago.
and Revenue
Expenses
Net Assets
at year end
During this time the actual cost to run the servers ("you will probably be asked to donate the price of a rather expensive cup of coffee to keep our servers running" in the fundraising banner) has remained roughly the same. --Guy Macon (talk) 09:30, 26 November 2016 (UTC)[reply]
I would hope that if the headquarters were moved to another city not so tightly caught up in the high tech startup mindset, say Denver or Chicago, maybe the WMF could recover some of the ideals we advocated in the old days; saving money is simply a tangible argument to achieve the move, & in the worst case what we would achieve. But I wouldn't be surprised if various people with far more clout than I want the Foundation to remain where it is due for the prestige, the effects of the Silicon Valley mindset be damned. -- llywrch (talk) 07:52, 28 November 2016 (UTC)[reply]
on furnitureon computer equipment and furniture?[15] --Guy Macon (talk) 16:16, 28 November 2016 (UTC) Edited 11:17, 4 December 2016 (UTC)[reply]I have been asked to do an editorial for the Signpost concerning my views expressed above, and I am doing research for it. Specifically, in 2005 Jimmy Wales told a TED audience the following:
First question: how many page views per month are we seeing ten years later (any figure from 2015 or 2016 will do)?
Second question: is there any reason to believe that bandwidth costs per page view has gone way up or way down in the last ten years? --Guy Macon (talk) 01:25, 29 November 2016 (UTC)[reply]
Editor butts in: All, I'm pleased to see so much interest in developing ideas for a new op-ed. However, one of the reasons I initially suggested an op-ed is that Guy Macon's main point is different from that of effeietsanders, and worthy of a discussion space of its own. Possible to move this discussion somewhere else? I'd suggest creating a draft (even if it is only a rough sketch, early on) by clicking the "Create new op-ed draft" button here. And to the extent there are diverging views, I'd be happy to consider more than one piece, from different authors; that way, there's no need to work out fundamental disagreements prior to publication.
Any further comments on transparency or collaboration with other organizations? -Pete Forsyth (talk) 23:49, 29 November 2016 (UTC)[reply]
Hello all,
This op-ed almost relates to many of the responsibilities that fall under my role and so it was only proper that I be the one respond. With being at a partnerships and funding workshop at Wikimedia Deutschland with a number of other affiliates earlier this week, as well as the launch of our English Fundraiser on Tuesday, I have been trying to find the time so that I could properly respond.
I wanted to acknowledge the issues raised by Lodewijk regarding country-level data. I can’t give any further background or information regarding this decision, but I do genuinely recognise the frustrations with that. As someone working in community engagement, and someone who has been involved in the community for the last ten years, one of the most difficult things to do is to give an answer that you know doesn’t satisfy requests for information.
In terms of the work that my department does, trying to involve more community involvement in the fundraiser has become a major goal over the last year. You’ve already noted that for the last two years we have had an open page calling for fundraising ideas, which produced many suggestions whether in terms of banners or processes that actually got implemented. In fact my very role came about partially from that very page. It was a direct recognition that we needed to do better in terms of engaging the community in the department's activities.
This year we have been trying to collaborate more closely with local affiliates regarding translations, localization and the type of messages we use in our fundraising appeals and communications, in order to make them effective, culturally appropriate and relevant to the specific community we fundraise in. This year we worked closely with staff at the Swedish and Dutch chapters, brainstorming and editing copy for our fundraiser. We experimented with an annual email newsletter in conjunction with Wikimedia Italia and we supported Wikimedia Hungary, Italia and Poland with their annual tax campaigns to make them more effective. These are small steps but we are slowly trying to build on these relationships, treating them as the foundations for much cooperation across the movement. Reviewing translations should only be a minimum, and there is genuine aim for the community's efforts to be a lot more than that.
There are definite challenges when it comes to scheduling of campaigns. Some chapters plan their CentralNotice activities well in advance as part of their annual planning, other chapters take a more flexible approach where they go with opportunities that arise through the year and communities that are more fluid or come together for specific event are more reactive and their planning occurs much closer to events they run. Likewise we put together rough timeline for campaigns for the following financial year (July-June following year) that is normally put in place in the two months prior to the start of that financial year (May & June). The further we plan the more uncertainty contained within those plans. There are changing dependencies stemming from technical work, work with payment processors sometimes simply changing campaign priorities which can include unexpected changes in previous campaigns. The known larger campaigns we do our best to work around (WLE, WLM & CEE) along with regular local campaigns (WikiFranca). The aim is to reach out to chapters at least 4 months in advance and in some instances up to 6 months. We published our timeline for the first 8 months of the year on the CentralNotice calendar which was as far as we felt comfortable in our plans, and we are trying to firm up the plans for the remainder of this financial year and I’ve begun reaching out to affiliates where we are planning on doing online fundraising in their geography. We haven’t had a major conflict in 13 months and I hope that the “Days since last accident” number continues to grow in value.
So in short, yes, there is a lot that can be done to improve the way we work with the community but actively trying to build that stronger working relationship with our affiliates and the wider online communities. Seddon (WMF) (talk) 04:51, 2 December 2016 (UTC)[reply]
MOS BOLD
I'm glad to hear Effeietsanders's opinion, especially coming from someone outside en-wp. I am offended, however, by the use of bold in the body text. The abuse of boldface, italics, and underlines are well-known in the fundraising world as methods to snag the drive-by reader; to make them hear the pleas for help. I can't help but assume the writer thinks I am cattle based on their effort to moo and bray at me. Please do not continue to condescend. Chris Troutman (talk) 19:19, 30 November 2016 (UTC)[reply]
Endowment
Better transparency is a good goal in both fundraising and spending, and starting this year, for the Wikipedia Endowment. Is there more information available regarding the endowment than this blog post or this Wikipedia15 article? Was there a discussion on Wikipedia or Wikimedia about which company would be managing the endowment, or do editors not have influence on this kind of decision? Community involvement might be beneficial. For example, one concern might be whether management fees are too high. The Tides website has a one-page summary of the collective action funds. The summary describes an unusually high management fee of "3-5%." Generally, management fees don't include fund fees, which might add an additional 0.2 to 3%. There are many concerns that could be ameliorated with greater transparency, such as endowment volatility, diversification, impartiality and influence, ethical investing, along with many other issues. This is likely a can of worms, so an article discussing the matter would be helpful. -kslays (talk • contribs) 02:20, 16 December 2016 (UTC)[reply]
Need help updating image for Wikimedia financials
At User:Guy Macon/Wikipedia has Cancer the table has been updated for 2017-2018 but the image at commons:File:Wikimedia Foundation financial development multilanguage.svg only goes to 2016-2017. Could someone with SVG editing skills please look at that table and update the image? --Guy Macon (talk) 22:56, 15 August 2019 (UTC)[reply]