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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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Nov 18, 2021

What do social good organizations need to know about corporate philanthropy? In today’s episode, you’ll hear from Julia Beltran, partnership specialist from Double the Donation, to learn more about corporate giving programs and how to promote them. Listen to the episode to hear what Julia has to say about common types of corporate philanthropy, data points on matching gift programs, and how to boost a companies’ matching gift percentage.

 

Topics Discussed in This Episode:

  • Who Julia is and what her role is at Double the Donation
  • Common types of corporate philanthropy
  • How companies enable their employees to do good things in the world
  • Employee voices in who companies support
  • How consumers can engage with products
  • Data points on matching gift programs
  • How people are engaging in matching gift programs
  • How companies can boost their matching gift percentage
  • Guidance about promoting matching gift programs
  • Resources to learn more about matching gifts

 

Resources:

Julia Beltran

Double The Donation

 

Quotes: 

“Over 65% of Fortune 500 companies offer matching gift programs, so quite a lot.”

“I think that people do engage in matching gift programs, but they don’t nearly engage as much as they could.”

“Engaging donors during the giving process, or like right when they’re about to give, is a great way to encourage people to submit matching gift requests.”

Nov 11, 2021

Volunteering is changing. Many volunteer opportunities went virtual because of the pandemic, and like other types of work, it may never look exactly like it did in a pre-pandemic world. So what does volunteering look like now? What resources are there for professionals in this space who want to learn more about how volunteering has changed and how to rise to those changes? In today’s episode, you’ll hear from Ben Sampson of WeHero. Listen to the conversation to learn more about what WeHero does, the latest trends and changes in the volunteering space, and how to provide new and different volunteer opportunities.

 

Topics Discussed in This Episode:

  • About WeHero
  • What trends and changes Ben is seeing in volunteering
  • How the global landscape is shifting
  • Volunteering as education
  • Making sure there are new and different volunteer opportunities
  • Resources for CSR professionals

 

Resources:

Ben Sampson

WeHero

 

Quotes: 

“Workers are going to come out of this really wanting agency in how and where they work, but also that ability to really connect meaningfully with people.”

“One of the big pros that we noticed is we saw people from different countries, different cultures, connecting over a common cause and volunteering.”

“Adobe does a really good job of building a portfolio of numerous different kinds of volunteer opportunities.”

Nov 4, 2021

Is donor retention different when the donor is acquired online? In this episode, you’ll learn more about ways to improve donor retention for online-acquired donors. Joining the podcast today is Rachel Clemens, Chief Marketing Officer of Mighty Citizen. Listen to today’s conversation to learn what Rachel thinks about building relationships between donors and organizations, the role of segmentation, and how language factors into donor retention.

 

Topics Discussed in This Episode:

  • What organizations do to improve how they retain and engage online donors
  • Building the relationship between the organization and the donor
  • Preferences of people making online gifts
  • How segmentation plays a role in driving the relationship
  • The factor of language in donor retention
  • What people want to see in brands
  • The mindset to retaining different kinds of donors
  • What organizations can do to focus on retaining online donors
  • COVID-19 adaptations that might remain helpful going forward
  • Advice for organizations to double down on retention of online donors

 

Resources:

Rachel Clemens

 

Quotes: 

“I always think about donor retention as part of the donation process.”

“It’s not a transaction. It’s a relationship.”

“The thing that comes to mind almost immediately is just getting their tech in check.”

Oct 28, 2021

The newest Blackbaud Luminate Online® Benchmark Report provides unique insight to online fundraising during its meteoric rise in 2020. Learn more about the shift to email engagement, how one-time online giving changed nonprofit revenue composition, and the steady march of sustainer donors. Joining the podcast today are report analysts Mike Snusz, Rachael Ahrens, and Deb Ashmore of Blackbaud’s Professional Services team as well as Erik Leaver, Principal Customer Success Manager. They also share their predictions for the next big online fundraising opportunity in this new guide.

 

Topics Discussed in This Episode:

  • Background on the Luminate Online Benchmark Report
  • The difference between this year’s report and previous reports
  • Increases in online one-time giving
  • Growth in number of gifts, but not the amounts of the gifts
  • Growth in first-time online donors
  • When the biggest spikes occurred
  • Lessons learned from 2020
  • Growth of email fundraising and engagement
  • Growing sustainer programs
  • How data is segmented in the report
  • Lessons learned from different sizes of organizations
  • Takeaways from the metrics
  • The reliability of open rates

 

Resources:

Blackbaud Luminate Online Benchmark Report

 

Quotes: 

“Ultimately, I always like to have nonprofits know that the best benchmarks are your own.”

“Be prepared for emergency giving.”

“Those that grow the fastest have the most robust direct acquisition strategies.”

Oct 21, 2021

We are now just a little more than a month from GivingTuesday is getting closer all the time, you don’t need to stress if your organization hasn’t yet developed its plan. Today, Blackbaud’s GivingTuesday experts Matt Connell and Jackie Zimmerman join the podcast to talk about the value of Giving Tuesday, how organizations can start planning now for a successful day, and the GivingTuesday campaigns have inspired them.

 

Topics Discussed in This Episode:

  • Why Matt and Jackie value Giving Tuesday
  • What organizations should do if they don’t yet have a plan for Giving Tuesday
  • Tips and tricks for GivingTuesday
  • Content strategies for GivingTuesday
  • Examples of successful GivingTuesday campaigns
  • Resources that can help organizations with GivingTuesday

 

Resources:

Giving Tuesday Toolkit

Giving Tuesday Webinar Series

 

Quotes: 

“While we should be giving every day of the year, let’s make sure that we especially give on this particular day of the year.” –Jackie Zimmerman

“If this, again, is your first experiment with it, you’re not the first people experimenting with it.” –Matt Connell

“Giving Tuesday is the day I make sure that my matching gift is used up for the year.” –Matt Connell

Oct 8, 2021

Digital communications have become ever more important over the last year and a half, and visual storytelling is a critical part of an effective strategy. Visual images help supporters visualize and understand what the organizations are doing, and how their contributions make a difference.

That's why today we are bringing back an ever relevant episode originally recorded at bbcon 2018 featuring Ira Horowitz, the founder of Cornershop Creative. Listen in to hear what Ira has to say about why visuals matter in storytelling, how to demonstrate to donors that they can be the heroes of the story, and how to match copy with the right visuals for maximum impact. 

Topics Discussed in This Episode:

  • Why visual storytelling matters to fundraising
  • Ways that organizations can make donors the heroes of the stories they’re telling
  • Resources that organizations can use to get the visual images that they need
  • Matching the right copy and content with the right visual images
  • How to test and fine-tune a story over time
  • How to make use of imagery even when an organization has limited staff or resources
  • How visuals can help make data more comprehensible
  • Examples of great visual storytelling

Resources:

Sep 23, 2021

How can finance and fundraising departments better work with each other? Why does it matter? Often, these disparate personalities find that working together feels chaotic, but it doesn’t need to be that way. In today’s episode, you’ll hear some ideas about how finance and development can build connections and better work together to support the mission.

 

Topics Discussed in This Episode:

  • Why collaboration between finance and development is important
  • Key differences that pop up between these two groups
  • The different types of jargon that the different departments use
  • Brainstorming with no fear
  • Starting a conversation with “I want to know more…”
  • A few things that a typical person in a finance department is focused on
  • The role of technology
  • First steps toward making connections

 

Resources:

Financial Management Toolkit – Blackbaud Institute

Blackbaud University Curriculum For Blackbaud Financial Edge NXT

 

Quotes: 

“The idea of everybody working together as a team in order to support the mission is immense in a nonprofit.”

“Nobody that is in finance in a nonprofit organization wants to see us go over budget.”

“I would think that the first thing you want to do is open the line of communication.”

Sep 2, 2021

Today, improving ESG (environmental, social, and governance) performance is no longer optional. People want to work for companies that are helping to change the world, consumers are making purchasing decisions based on how brands are solving social problems and addressing climate change and investors consider companies that are ESG laggards to be high-risk. Despite the imperative for corporations to be making social change a priority, many businesses continue the practice of "CSR lite," an approach that prioritizes communications and optics over meaningful and measurable change. 

Join Paul Klein for a conversation about why it's more important than ever for corporations to shift from a checkbox approach to corporate social responsibility to one that contributes to solving social problems. They will discuss what social change leadership looks like today and how businesses can help solve social problems and benefit from doing so.

 

Topics Discussed in This Episode:

  • Impakt’s role and background
  • Environment, Social, and Governance (ESG) and how a company balances these elements
  • Why ESG can be hard to measure, especially the S
  • Quantitative and qualitative data
  • The practice of CSR lite
  • What it takes to move a company that isn’t there yet
  • Which organizations are getting it right
  • Companies that you don’t hear as much about
  • Keeping the small and mid-sized businesses in mind
  • Amazing examples of how companies mobilized their resources
  • How people can learn more

 

Resources:

Paul Klein

Impakt

Impakt Foundation

[book] Change for Good by Paul Klein (ECW press) - coming spring 2022

 

Quotes: 

“I think that the social dimension of business is the next frontier of what it means to be a business in society today.”

"There's a leadership vacuum at a social change level."

“So many companies don't take [being socially responsible] beyond the bare minimum and that's what CSR lite is. It's the optics, rather than the substance."

“To me, the essence of innovation is thinking about the fastest way to make the biggest difference at the lowest cost.”

Aug 26, 2021

What impact has COVID-19 and the racial justice movement had on corporate social responsibility (CSR)? The Association of Corporate Citizenship Professionals (ACCP) partnered with Rocket Social Impact to research just that. Join Carolyn Berkowitz, President and CEO of ACCP, on today’s episode to learn all about it and what motivated their research.

 

Topics Discussed in This Episode:

  • What the ACCP does
  • What motivated the research on the intersection of COVID-19 and racial justice
  • What trends and data the research revealed on CSR budgets, importance to the C-suite, staffing needs
  • Integration between CSR teams and other teams in companies (DEI, HR, ESG, Marketing)
  • How to access the report: The Impact of Pandemic & Racial Justice Movement on CSR

 

Resources:

Carolyn Berkowitz

ACCP resources

The Impact of Pandemic & Racial Justice Movement on CSR

 

Quotes: 

“The expectations of CEOs and of senior leadership is significantly raising the game. They want to be reported to more frequently and want to have a greater hand in the [social responsibility] work.”

“There’s a heightened demand for measurement and there is not necessarily an increase in the internal resources to do that work… We’ve got to have the right people in the right places to do the volume of work that is expected and necessary to make change.”

“40% of companies in the survey said that they are making a long-term CSR focus-area shift. 64% of those are shifting or adding racial justice and racial equity as a priority.”

Aug 19, 2021

Federal grants complicate the budgeting process. You have to consider a lot of different scenarios, and you don’t have any room for error. In today’s episode, you’ll hear from Stacy Fitzsimmons and learn more about budgeting for Community Health Centers when grants are part of the picture. Listen in to learn about where to start with your budget, why you need to break costs into buckets, and how to get yourself audit-ready.

 

Topics Discussed in This Episode:

  • The biggest challenge of grant budgeting
  • Creating a realistic, achievable budget
  • Where to start with your budget
  • Using budget categories for your expenses
  • Breaking down cost buckets
  • Knowing how much money you’ve spent and how much is left
  • The joint responsibility for budgeting
  • Planning the budgeting cycles for different scenarios
  • Putting guardrails in place
  • How to set yourself up to be audit-ready
  • Documentation back-up
  • Having policies and procedures that support how you use your system
  • Using budgeting and expense tracking to tie into performance measures

 

Resources:

Stacy Fitzsimmons

eBook: Set up Your Community Health Center for Federal Grant Success: https://hello.blackbaud.com/budgeting-for-community-health.html  

Whitepaper: Data-Driven Decision Making for Community Health Centers https://hello.blackbaud.com/Datat-Driven-Decisions-eBook.html

 

Quotes: 

“With this type of budgeting, you’ll also be setting yourself up for success and making sure that all of your funds are traceable within the accounting system by your grant award.”

“Why I recommend this is that you will then be able to report against your budget by these categories when you’re asked to report against it.”

“If you have documentation that supports that expense entry, upload it with your entry so that documentation is right there.”

Aug 12, 2021

What is corporate purpose? What are the current rules for corporate purpose? And why do we need to redefine them? In today’s interview with Judy Samuelson, Founder and Executive Director of the Aspen Business and Society Program, you’ll learn about her new book, The Six New Rules of Business, and why she’s been on a mission to disrupt economist Milton Friedman’s narrative about corporate purpose.

 

Topics Discussed in This Episode:

  • Judy’s role at The Aspen Institute
  • Judy’s campaign to disrupt Milton Friedman’s narrative about corporate purpose
  • Why Judy’s proposed new rules are necessary
  • How to start thinking about the rules
  • Companies that are leading the way
  • Advice for leaders who don’t understand yet that change is needed
  • Where listeners can find Judy

 

Resources:

Judy Samuelson

The Six New Rules of Business: Creating Real Value in a Changing World by Judy Samuelson

The Aspen Institute

 

Quotes: 

“I like to say single objective functions, whether it’s about stock price or customers, rarely ends well.”

“In order to do very much, to last for very long, you simply have to be balancing the inputs that are critical to the health of the enterprise.”

“Sustainability is not an end game either, it’s a mindset.”

“Today the responsibility of companies is defined way outside the gate of the business.”

“To solve the most complex problems we need to bring people together, we need to bring these remarkably powerful institutions that we call business together to collaborate to go deeper into systems and change the norm.”

Aug 5, 2021

GivingTuesday isn’t a new or unexpected event, but some organizations struggle to make the most of it. Whether it’s learning how to better engage supporters or improving results over previous years, standing up a successful campaign may seem overwhelming. With 2021’s GivingTuesday coming up sooner than you may think, Sophia Latto joins the podcast to give expert advice on what organizations can do to seize the GivingTuesday and make it a repeatable success.

 

Topics Discussed in This Episode:

  • What Sophia would tell organizations about starting their planning for 2021
  • The importance of engaging imagery
  • How to prepare in advance
  • Communication cadence and frequency
  • Strategy and segmentation
  • How to improve past GivingTuesday performance
  • Setting attainable goals
  • Thanking your donors

 

Resources:

Sophia Latto

Blackbaud's GivingTuesday Toolkit

 

Quotes: 

“It’s important to connect a personal story about real people with your impact for GivingTuesday.”

“I always think of GivingTuesday as being the kickoff to end of year fundraising.”

“Keeping it simple will help you keep everything streamlined.”

“Think in terms of engagement and build that relationship and that goodwill with your constituents before you hit them with hard asks.”

Jul 22, 2021

Over the past year and several months, change has been one of the few constants you can count on. Of course, change always happens eventually, but recently, everyone has been in a period of greater amounts of change than usual – and people are beginning to get fatigued. How can you prevent change burnout in your organization? By implementing change management.

In today’s episode, you’ll hear from Melissa Rancour, Principal Instructional Designer at Blackbaud University about why it’s important to talk about change management, the importance of the questions that need to be asked about change and what order to ask them in, and what to do with the questions once you know them.

 

Topics Discussed in This Episode:

  • Why it’s important to talk about change management
  • Why you need to do some change preparation
  • How to make change less exhausting
  • The right questions to ask about change
  • Why the order of questions is important
  • What to do with the questions once you have them
  • Whether change management needs to be done with every change

 

Resources:

Melissa Rancour

 

Quotes: 

“All those changes we’ve experienced over the last 14+ months, most of those have been quick changes with no prep. Change management means we need some prep.”

“If you go through the questions process it can help you know if that change is going to ripple into a bigger change.” 

“It’s because “what” impacts “when” something can happen.”

Jul 15, 2021

For years, the role of development operations teams has been perceived as a data and technology-focused position within the nonprofit world. As technology, nonprofits, and the way we fundraise has significantly changed over the last few decades, so has the role of the operations team. For organizations and leaders willing to evolve, this presents an incredible opportunity – both for the organization’s success and the individual’s advancement.

In today’s episode, Deb Taft, CEO of Lindauer and Luis Morales, senior director of information strategy at Ann & Robert H. Lurie Children’s Hospital of Chicago, chat with guest host Ashley Sweeney of Blackbaud about the ways that today’s DBAs are adding value to the organization, how leaders can maximize this impact, and what operations team members should do to advance their career.

 

Topics Discussed in This Episode:

  • The value that operational teams offer healthcare organizations
  • How leaders in the organization play a key role in the operation team’s value
  • Cross-functional teams
  • Why DBA is an important and interesting area to work right now
  • The different types of people needed to work in the area
  • Why you need to develop communication and relationship skills
  • How to think about diversity in donor and prospect pools
  • The evolution and opportunity of the role

 

Resources:

Deb Taft

Luis Morales

Promoting Your Value as a Database Administrator

Confessions of a Database Administrator

Confessions of a Database Administrator, Part II

Ashley’s Favorite Things

 

Quotes: 

“The value I see the operations team offering is collaboratively ensuring that our clients, their colleagues, have the context they need to make strategic data-driven decisions.”

“The value of the operations team is different and differently valued than it was years ago as a profound driver really of nonprofits and advancement results.”

“The operations team can create value by enriching conversations.”

“It’s about more than just filling requests and mailing lists and reports. We are the subject matter experts for the organization’s data, integrations, trends, etc.”

“I encourage my team to work as an internal consulting company with different business units in the foundation are our clients.”

Jul 8, 2021

How has the future of social good changed since COVID? Much of the answer has to do with how the pandemic impacted leaders in the nonprofit sector. Here to talk about it is Marc A. Pitman, founder and CEO of Concord Leadership Group. Listen in to hear what Marc has to say about the effects of uncertainty on nonprofit leadership, what needs to be left behind as leaders and organizations move forward, and what isn’t coming back post-pandemic.

 

Topics Discussed in This Episode:

  • What leaders need to understand about where we are now
  • The effects of uncertainty on nonprofit leadership
  • Areas that need to be left behind in order to move forward
  • Letting donors make decisions for themselves
  • Fundraising without big events

 

Resources:

Marc A. Pitman

Blackbaud Institute npEXPERTS 2021 eBook

The Surprising Gift of Doubt: Use Uncertainty to Become the Exceptional Leader You Are Meant to Be by Marc A. Pitman

 

Quotes: 

“Anytime we start taking over the decision-making for someone else, we’re robbing them of their humanity.”

“Everybody was scared, but some leaders were able to continue navigating the ship, while other leaders were panicking in an unproductive way.”

“I hope we get over the butts-in-seats equals productivity mentality.”

Jul 1, 2021

Inclusivity matters. Diversity makes organizations stronger and better. So how do social good organizations engage donors of color? Joining the podcast today to talk about this issue are Brenda Asare, President and CEO of The Alford Group, and JoAnn Yoshimoto, Senior Consultant at The Alford Group. Listen to today’s show to hear what they have to say about why it’s important to engage donors of color, how to build trust with donors of color, and what you need to think about to understand different types of donors.

 

Topics Discussed in This Episode:

  • Brenda’s background
  • JoAnn’s background
  • Why engaging donors of color is so important
  • How to build trust with donors of color
  • Understanding different donors
  • What suggests hope for the future
  • Examples of how organizations are doing it right
  • What organizations can do to get started
  • Where listeners can get more information

 

Resources:

Brenda B. Asare

JoAnn Yoshimoto

The Alford Group

The Mays Family Institute on Diverse Philanthropy

AFP

 

Quotes: 

“When we go back and look at the genesis of what it means to be generous, people of color have been doing that all of their lives.” – Brenda Asare

“It's not as if there's one specific way to approach this community versus another community versus another community. Don’t use what we call a cookie-cutter approach, a one-size-fits-all.” – JoAnn Yoshimoto

“What I really dislike seeing in the field of fundraising is the smile that you put on when you're asking for a gift and then you turn your back and it's over. That's not how you create trust among diverse communities. You need to engage consistently, authentically.” – JoAnn Yoshimoto

“Fundraising doesn't happen in a bubble. It happens within a culture.” – Brenda Asare

“Nonprofits have the opportunity to create even more impact. But how can you do that when you are neglecting 30-40% of a population who have the capacity, desire, and readiness to give but you're not asking?” – Brenda Asare

Jun 24, 2021

The past year or so has changed things, including how organizations reach their goals and how they think about their employees. Here to talk about some of these changes is Kari Niedfeldt-Thomas, Managing Director, Corporate Strategy & Impact, CECP. Listen in to hear what Kari has to say about what companies have learned in the past year and a half, how CECP started their journey to racial equity and inclusion, and how they’re supporting other companies along this path.

 

Topics Discussed in This Episode:

  • Who Kari is and what she does
  • What companies have learned from the past year and a half
  • CECP’s racial equity and inclusion journey over the last four years
  • Understanding frontline needs and employee wellbeing
  • What ESG means to different companies
  • How CEOs can stand up for what’s right
  • Studies and reports that listeners can learn more about

 

Resources:

Kari Niedfeldt-Thomas

CECP

Global Impact at Scale Report

CECP Reports

CECP Pulse Surveys

Giving in Numbers

Investing in Society

Value Volunteering

 

Quotes: 

“But now, broadly, everyone in a company understands that that’s part of their work – how to get close to a society, how to be responsive.”

“The employee, certainly over the years has become one of the most important stakeholders, but in 2020, it became the most important stakeholder for a company.”

“Employees are your first community. And if you didn’t know it before you should know it now.”

“Companies recognize that they have core business needs and those need to be aligned with what’s happening broadly in society thru their partnerships and solving community issues.”

Jun 17, 2021

Systems make up the circumstances we live in, so changing the systems can change the circumstances. But how can you make systems change? And how can social good organizations that share common causes come together to make systems change?

Today’s guest is Dr. Sally Uren, CEO of Forum of the Future. In today’s episode, she’ll explain what systems change is and why it’s needed, how organizations can come together to make it happen, and how those organizations can measure their impact. Listen in to learn more about Sally, Forum of the Future, and the importance of systems change to address global challenges.

 

Topics Discussed in This Episode:

  • Dr. Uren's work at Forum of the Future
  • Defining systems change
  • Why are systems changes important in solving big problems
  • How organizations that share a common interest can come together
  • How to tell when progress is actually happening
  • Pitfalls in measurement
  • How an organization can measure its impact on systems change
  • Why taking a systems change lens can speed up the journey
  • How to learn more and get inspired about systems change

 

Resources:

Dr. Sally Uren

Forum for the Future

 

Quotes: 

“The process of driving systems change is really understanding how do we reconfigure the systems we rely on.”

“Where are those areas that we can focus on that if we really improve them, we can derive multiple benefits in multiple places.”

“What we’ve really begun to understand is that no one actor in any given system can solve for the big challenges in that system on their own.”

Jun 10, 2021

The story of philanthropy as multi-cultural people experience it is not being told. Today’s guest, Dr. Tashion Macon, is setting out to change the narrative and add nuance and truth to help evolve the philanthropy sector. Dr. Macon is the Senior Vice President of Marketing, Branding and Social Justice Strategy at Bridge Philanthropic Consulting. Listen in to learn more about what Bridge Philanthropic Consulting does, who the pioneers of African American and Hispanic American philanthropy are, and how organizations can adopt a more diverse approach in their fundraising strategies.

 

Topics Discussed in This Episode:

  • Tashion Macon’s background
  • About Bridge Philanthropic Consulting
  • Why Bridge launched the Iconic Impact Series
  • The history of African Americans and Hispanic Americans as philanthropic leaders
  • Philanthropists across pop culture platforms
  • Advice for organizations that want to adopt a more diverse approach to fundraising strategies
  • Where listeners can learn more
  • What makes Dr. Macon hopeful

 

Resources:

Dr. Tashion Macon

Iconic Impact Series from Bridge Philanthropic Consulting

 

Quotes: 

“You really can’t gain ground unless you have a ground game. And you need people. People create the ground game.”

“The framework of philanthropy in the multi-cultural experience foundationally begins at home. We’ve had to advance our own from within our own.”

“We are giving. Hispanic Americans are giving. Native Americans are giving. It’s simply not tracked or counted in the traditional philanthropic sense. And because it’s not, there is a myth that the community may not be ‘givers,’ which isn’t true.”

“The dominant perspective has not known how to engage [BIPOC], to dialogue, to dissect ways that are meaningful to the context of their lived-out experience, so that you can engage them in a way that is true. Part of that begins with culturally nuanced communications.”  

“If there ever was a time to be authentic, it’s now.”

Jun 3, 2021

Protecting patient information is critical. But it is a delicate balance between minimizing a healthcare organization’s risk and enabling development staff to raise mission-critical funds.

In this episode Marti Arvin, Executive Advisor at CynergisTek, joins Blackbaud’s Liza Turcotte for a candid discussion on working together to create this appropriate balance. 

 

Topics Discussed in This Episode:

  • Compliance officer’s viewpoint on sharing patient data
  • Grateful patient programs
  • Creating a balance between data needed and wanted
  • Expectations for the development team related to patient information
  • Ideas for working together as a team

DISCLAIMER: Nothing in this podcast is intended to be legal advice—please consult your organization’s own legal counsel. 


Resources:

 

Quotes: 

“The risk appetite of the organization is something that’s up to senior leadership.”

“As long as I felt my leadership had made an informed decision, I could sleep at night.”

“It’s not just HIPAA in all cases that you have to consider, so if you’ve made yourself aware of what the HIPPA regulations are, that may not be enough.”

May 27, 2021

High donor attrition is a fact of life for fundraisers—even those who excel at donor retention. To grow revenue, social good organizations must attract a steady stream of new donors each year to replace those that will be lost. However, your organization likely has supporters who, despite a lack of giving history, have engaged with you in some way in the past.

In today’s episode, Brooke Hansel, Nonprofit Principal Solutions Marketer at Blackbaud, discusses the challenges associated with acquisition, how to determine which supporters to steward, and the practical steps you can take to establish a more streamlined process for converting your supporters into donors.

 

Topics Discussed in This Episode:

  • Donor acquisition growth in 2020
  • The importance of diversifying revenue
  • Multi-year donor retention vs. first-year donor retention
  • Talking about acquisition in the context of retaining the donors
  • Understanding donor acquisition cost
  • How to acquire donors efficiently
  • Wealth screening tools
  • What to consider in a data-driven approach
  • The link between volunteers and donors

 

Resources:

 

Quotes: 

“It’s important, more now than ever, to focus your acquisition efforts close to home.”

“Acquisition is critical given the whole “leaky bucket” idea.”

“The more efficient we can be at doing this work, the more time we have to play.”

May 22, 2021

What’s the difference between fundraising and raising money? Many people may think of successful fundraising as simply getting donations, but that definition leaves out another important element: engaging smaller or future donors. Some may not be able to give large gifts, but they can still become an important source of support for an organization.

Listen in to today’s episode to hear Melissa Rancour, principal instructional designer for Blackbaud University, talk about what social good organizations can do to get others invested and talking about their cause, the effect this has on donor retention, and how it can reduce donor remorse.

Topics Discussed in This Episode:

  • What successful fundraising is
  • The focus on donating money and getting money donations
  • How to think about retention
  • Thinking about the “why”
  • Getting others invested in and talking about your cause
  • Long-term impact on donor retention
  • Reducing donor’s remorse
  • Getting started engaging younger supporters

 

Resources:

Melissa Rancour

Blackbaud University Organizational Best Practices

Quotes: 

“It’s all about time, talents, and treasures.”

“If we’re connecting with people in order to get them to share about our organization, and share with others, you’re connecting with them, so they share about your cause.”

“We need to look beyond just that money piece because we want those long-term donors.”

May 13, 2021

The last year has brought a lot of change and a lot of new learnings. And from healthcare to poverty to racial justice, social good organizations are looking to find new solutions that meaningfully impact these important issues. However, as with any big social impact initiatives, that will require that organizations embrace learning from the inevitable failures along the way. That’s why today we’re bringing back an episode from August 2019 featuring Kate Robinson, executive director of the documentary film Failing Forward: On the Road to Social Impact.

Kate talked to host Steve MacLaughlin about how nonprofits and other social good organizations can use failure to make a bigger impact. Listen to the episode to hear what Kate Robinson has to say about learning culture, the questions that organizations should be asking to improve programs, and what role funders play in the process of failure and learning.

Topics Discussed in This Episode:

  • The purpose of Kate’s documentary, Failing Forward: On the Road to Social Impact
  • The characteristics of a learning culture
  • The pressure on nonprofits to appear effective
  • Using data as a tool to learn and drive decision making
  • Questions that organizations should ask to learn and improve programs
  • Overcoming resistance within organizations to “failing fast”
  • The dangers of not having a learning culture open to failure
  • The role of funders in adjusting perspectives to make learning from failure a bigger part of the equation
  • Building trust between funders and grantees to allow for more transparency

Resources:

Kate Robinson

Failing Forward

May 6, 2021

There’s always something that can throw your organization’s budget off track. Some crises are worse than others – the COVID-19 pandemic in 2020, for example, brought completely unforeseen challenges – but even if internal or external factors don’t rise to that level, you can count on some type of shift.

Today’s episode covers how to prepare for budget shifts so you are ready when they come. Listen in to hear Mary Aquino and Melissa Rancour from Blackbaud University talk about how to identify potential causes of budget changes, understanding the legal process for budget shifts, and anticipating and handling fundraising impacts.

 

Topics Discussed in This Episode:

  • How COVID-19 impacted budgets and how organizations responded
  • Causes of budget variance
  • The legal obligations that organizations have for using donations
  • Education about restricted and endowment funds
  • Documenting the budget process
  • Questions to ask yourself to get your policy documented

 

Resources:

Mary Aquino

Melissa Rancour

Webinar: Keep Calm & Carry On: Handling Unplanned Budget Changes

Article: Budget Changes? Keep Calm and Carry On with These Tips!

Article: Annual Planning in an Ever-Changing World

 

Quotes: 

“When the economy’s up, most of the time donations tend to go up with it. But when the economy’s down, then donations normally decrease too.”

“Sometimes people don’t realize there’s a domino effect that kind of goes on with these shifts.”

“Word of mouth is not a budget update process.”

Apr 29, 2021

Relationships are everything. While networking may be a buzzword, intentionally building a community and making deep and meaningful connections can have vast positive professional impacts. But how do you get started?

Today’s guest has answers. Susan McPherson, founder and CEO of McPherson Strategies and author of the new book The Lost Art of Connecting, joins the podcast to talk about how she became such a prolific networker, the differences between networking and connecting, and the steps to take to build a network of meaningful connections.

 

Topics Discussed in This Episode:

  • How Susan became such a prolific networker
  • The differences between networking and meaningful connections
  • The key to building a successful network of connections
  • Following the gather-ask-do method of building meaningful business connections
  • Work that people need to do themselves before they can build deep connections
  • How building deep connections can help an organization or company grow
  • Where to learn more

 

Resources:

Susan McPherson

 

Quotes: 

“For introverts and shy people, meaningfully connecting is actually a little more tolerable and palatable and doable.”

“If we lead with how we can be helpful to others, the help will come back.”

“Every single one of us has secret sauces.”

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