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The sgENGAGE Podcast

Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact. Formerly called the Raise & Engage Podcast.
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Now displaying: Category: general
Jul 25, 2019

Peer-to-peer fundraising continues to be an increasingly important part of the fundraising strategy for nonprofits and other social good organizations. But how do you know if your organization is successfully leveraging this fundraising channel? And what trends should you consider incorporating into your programs?   

On this episode, the authors of the just-released 2019 Blackbaud Peer-to-Peer Fundraising Study – Katie Walters, Tanya Turschic, Shana Masterson, Robyn Mendez, and Jennifer Cobb – join the podcast to answer these questions and more. Listen in to hear about different types of peer-to-peer fundraising programs, what motivates participants, the influence of Facebook on giving behavior, and why email is still an indicator of engagement.

Topics Discussed in This Episode:

  • How organizations can use the study to improve their peer-to-peer fundraising programs
  • Important benchmarks from 281 organizations across the U.S. and Canada
  • Types of P2P fundraising programs
  • The rise of crowdfunding and DIY fundraising
  • What motivates P2P fundraisers the most
  • The impact of registration fees on fundraising behavior
  • Email as an indicator of engagement
  • How to benchmark your organization against the study findings

Resources:

2019 Blackbaud Peer-to-Peer Fundraising Study

Blackbaud Peer-to-Peer Fundraising Resource Hub

Quotes: 

“The most popular programs that we see are DIY fundraising programs and crowdfunding programs.” –Robyn Mendez

“Fundraising performance benchmarks by participants and by fundraisers, they help you measure your event potential.” – Tanya Turshic

“Every organization who has ever had a peer-to-peer fundraiser, ever, has the same exact goal. They want to attract more participants, they want to have more participants fundraising, and they want to have more participants fundraising more.” – Shana Masterson

May 9, 2019

What do finance and development have in common? A goal to keep the organization on the path to successfully fulfilling its mission. So, it's critical that finance and development are aligned both on the goal and on the path they'll take to getting there. Today’s episode focuses on the learnings in Blackbaud’s Financial Management Toolkit, an expert guide for connecting finance and development as a strategic partnership.

Industry experts and Toolkit contributors Russell Pomeranz, president and CEO of Claverack Advisory Group; Lucy Morgan, director of MyFedTrainer.com; and Bess Hamilton Foley, chair of the Nonprofit Operating Reserves Initiative Workgroup, share best practices and tips for how finance and development can collaborate to determine the organization's path to mission success. Listen in to hear what they have to say about how finance and development should work together, coordinating a revenue strategy that includes grants and fundraising, and strategies for fundraising an operating reserve.

After the episode, access the webinars listed in the Resources section below to hear more from Russell, Lucy and Bess as well as other experts.

Topics Discussed in This Episode: 

  • How finance and development strengthen each other’s work
  • Taking a longer-term view at how finance and development should work together
  • Incentivizing the united front of finance and development
  • Importance of coordinating your revenue strategy between grants and fundraising
  • Focusing on transparency and accountability
  • Strategies for funding an operating reserve and why it’s important to have one

Resources:

Webinar: Getting Aligned on Finance and Mission Strategy

Finance and Fundraising Webinar Series

Financial Management Toolkit

Russell Pomeranz

Lucy Morgan

Bess Hamilton Foley

Quotes:

“Finance and development working together have the necessary financial and programmatic impact to build the mission-sustainable nonprofit however that mission adapts over time.” –Russell Pomeranz

“One of the parts of federal grants that we tend to forget about is just how big that purse is.” –Lucy Morgan

“An operating reserve helps to ensure that you can continue to reliably deliver critical mission services.” –Bess Hamilton Foley

Jan 3, 2019

Social good organizations and private companies have many differences, but they also have many things in common and can benefit from some of the same strategies. Lean principles are being used more and more often among startups and tech companies, and social good organizations are alsolso seeing the value of these principles: thinking big, starting small, and seeking impact.

In today’s episode, Steve MacLaughlin talks with our guest Ann Mei Chang, author of the book Lean Impact: HJow to Innovate for Radically Greater Social Good, about how some of these lean principles are being implemented in social good organizations. Listen in to hear what she has to say about transitioning to using lean principles, getting comfortable with failures, and ensuring that a successful program can scale.

Topics Discussed in This Episode:

  • How Ann Mei leverages her Silicon Valley background to help social good organizations achieve greater impact
  • How social good organizations can transition to using lean principles as an approach to solving problems
  • The core principles involved in lean  strategies
  • Setting big goals and getting comfortable with failure
  • Making a successful program that can scale, and learning how to iterate

Resources:

Ann Mei Chang

Lean Impact: How to Innovate for Radically Greater Social Good


Quotes:

“I started to realize that while people get really excited about technology, what I think truly differentiates Silicon Valley are two things: one is the audacity of the ambitions in Silicon Valley, and the second is the pace of progress.”

“I think there are many, many organizations doing incredible work, but it’s still in the early adopter phase.”

“One of the things I like to say is it’s important to fall in love with your problem, not your solution.”

Aug 30, 2018

How well do you really know your donors? Do you know what differences exist between your donors that live in different parts of the world? Do you know what cultural characteristics influence how much your donors give and how they choose to give? 

Today’s guest is Mark Phillips, the Managing Director of Bluefrog Fundraising. His work involves doing deep dives into the motivations of donors to better help charities understand their donors wants and needs. He does this by conducting extensive interviews with donors in different parts of the world. Listen to the episode to hear about how these conversations can inform and improve charity organizations. You’ll hear about how Mark got started with this kind of research, which countries he’s conducting interview in, and how charities have changed their behavior thanks to Mark’s research. 

Topics Discussed in This Episode: 

  • How Mark got started on the path of trying to understand donors on a deeper level
  • How the research interviews Mark does differ from ordinary research and surveys
  • Which countries Mark is doing research in
  • Cultural characteristics about giving in different countries
  • Moments during Mark’s research where he’s learned something surprising
  • How charities have changed their behavior based on Mark’s research 

Resources: 

Mark Phillips

Queer Ideas

Bluefrog Fundraising

 

“One of the very lucky things in my career was I worked for people who had a focus on what donors needed and what donors wanted.”

 

“Some organizations, their most valuable donors they are not giving because they’re receiving postal appeals that are not appropriate to the way they want to support the organization. And that is not a rare occurrence.”

 

“Because donors weren’t seeing their money making a difference, people were assuming that these organizations were incompetent.”

Aug 17, 2018

Most people are aware of the differences between public charities and private foundations. However, donor advised funds, or DAFs, are often not understood as well. Donor advised funds have been around for many years, but they have changed and evolved significantly over the years, and many nonprofit organizations and fundraisers could benefit from a greater understanding of how donor advised funds work and what their pros and cons are. 

Today’s guest is Brian Mittendorf, the chair of the accounting department at Ohio State University’s Fisher College of Business. Brian joins the episode to help explain how donor advised funds work, what controversies surround the practice of using donor advised funds, and where this segment of charitable giving is headed in the future. Listen to the episode to hear what Brian has to say about why donors choose to use DAFs, what a commercial DAF is, and how the new tax laws affect donor advised funds. 

Topics Discussed in This Episode: 

  • The basics of donor advised funds
  • What made DAFs popular
  • How donor advised fund sponsor organizations’ work
  • Why donors choose donor advised funds
  • Where commercial DAFs got started and how they work
  • The type of control DAF donors have over what happens to the funds they donate
  • What happens to the money donated to a DAF and how it’s disbursed
  • Questions over whether donor advised funds need more regulation
  • Controversies around donor advised funds
  • How the new tax law has incentivized giving through donor advised funds
  • How DAFs handle non-cash donations, like stock
  • The future of donor advised funds and how regulations, or a lack of regulations, will affect that future 

Resources: 

Brian Mittendorf

Brian on Twitter

 

“Most individuals probably don’t have the resources to set up an entire private foundation, but if you think of them as the resources as a bunch of individuals being pooled together, then it’s going to be worthwhile.” 

“There’s not one person who’s really rich, but if we pool together a lot of different people with the same mission in mind, we can achieve a lot. Kind of what a private foundation could have.” 

“If I want to talk about a broad controversy, it’s that donor advised funds are typically used as vehicles that are really convenient for donors, and people who are concerned with them are concerned that they’re focusing more on donors than they are on the mission.”

Jun 14, 2018

Now more than ever, nonprofits need to ensure that they have high-quality, up-to-date data. However, a lot of nonprofit organizations struggle with the issue of data health. Why is data health so important in the nonprofit field today, and what can organizations do to bring themselves and their data up to speed? 

In today’s episode, I’ll be speaking with Adriene Chisholm and Alan Dix of Blackbaud’s Target Analytics about the new report from the Blackbaud Institute for Philanthropic Impact, Untapped Potential: The Case for Data Health. Listen to the episode to hear what Adriene and Alan have to say about the biggest struggles nonprofits face with their data and how it affects fundraising, what first steps organizations can take to move in the direction of better data health, and how to avoid those dreaded “yellow stickers.” 

Topics Discussed in This Episode: 

  • The most common data health areas that organizations struggle with
  • Why physical addresses are such an important piece of data
  • How data health can make fundraisers more efficient
  • Valuable data to collect beyond basic contact data
  • What organizations with a large digital presence should be doing to ensure their data is working for them
  • Why organizations shouldn’t rely purely on digital data
  • How to manage expectations about digital and social data
  • How digital data may be more restricted going forward due to privacy concerns and regulations like GDPR
  • First steps organizations can take to move in the direction of better data health
  • Where data health is going in the next several years 

Resources:

Download Untapped Potential: The Case for Data Health

Connect with Adriene Chisholm and Alan Dix

 

“We’re all trying to be C+ students by limiting our ability due to poor data health.” – Alan Dix

 “Maintenance is always easier. It’s a lot easier to maintain your car than it is to get it fixed after it breaks down.” – Adrien Chisolm

“Data health is easy, it really is. It’s like getting your oil changed. You know you have to do it every 3,000 miles, just go and get it done.” – Adriene Chisholm

 

Jan 25, 2018

In the nonprofit sector, it’s easy to think of the pool of donors as being limited. You end up returning to the same group time and time again. But is there a different pool of donors out there that you’re not reaching, perhaps because your organization isn’t reaching out to them with the right language or operating within the right cultural context?

Joining Steve for today’s episode is Adrian White Slagle, the Vice President of Strategic Marketing and Supporter Experience at Operation Smile, a nonprofit medical service organization that helps children born with cleft conditions. Tune in to hear Steve and Adrian discuss how to expand your donor base by engaging with multilingual donors.

Topics Discussed in This Episode:

  • The changing demographics in America, including the rapid growth of the Hispanic population
  • The large percentage of Hispanic Millennials in America
  • The importance of engaging bilingual and multilingual donors on a cultural level
  • The importance of Spanish in Hispanic culture, even among Hispanics who also speak English
  • The process of implementing multilingual programs for donors
  • The benefit of starting small and layering in more widespread multilingual efforts gradually
  • The importance of understanding key cultural values when determining if a cause is relevant to a specific audience
  • The benefits of starting with a digital campaign first in order to gather valuable quick data about the response

Resources:

Adrian White Slagle

Operation Smile

Blackbaud

Blackbaud - Twitter

Blackbaud - Facebook

Quotes:

“I think you can start out slow and small and just continue to layer on adapting from what you’re already doing, and that works.”

“If we’re not diversifying our audience, we’re just saying the same things to the same people, and at some point, they may move on.”

“We’re not reaching out to people who are sitting there waiting for us to start a conversation with them.”

Sep 5, 2017

On today’s podcast episode, we are talking about how to be a manager, a badass coach, and a fundraiser all at the same time. My guest today, is the Fund Diva Kishshana Palmer. She is the founder of Kishshana & Co. Today, she shares how to be a manager and coach while achieving her mission of helping fund raising organizations grow.

Topics discussed this episode:

  • The importance of management and people skills
  • Making sure your people have the tools for success
  • Being strategic and creating clear goals and vision
  • Bouncing ideas and helping to create a roadmap
  • Generational differences and defining roles and responsibilities
  • Time management and allowing space to manage and fund raise

Resources:

Blackbaud

Blackbaud - Twitter #nofilternonprofit

Blackbaud - Facebook

Kishshana on Instagram

Kishshana on Twitter @FundDiva

Kishshana & Co

Kishshana on Facebook

Quotes:

“When my team does well, I do well as a manager.” Kishshana Palmer

“I try to find what my team needs to see and hear to succeed and then enable them.” Kishshana Palmer

“As a manager, you have to be able to have balance and set expectations early on.” Kishshana Palmer

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