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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: September, 2020
Sep 24, 2020

It’s hard to believe that we’re already well into September and it’s time to start thinking about year-end audits. This year, many social good organizations will be having virtual audits, and now is the time to learn about how best to prep for them.

Mel Rancour, principal instructional designer for Blackbaud University’s Organizational Best Practices curriculum, joins today’s episode to talk about why you want to begin audit prep now, how this year is going to differ from previous years, and resources to help you get started with your preparations.

 

Topics Discussed in This Episode:

  • Why now is the best time to start audit prep
  • How audit prep will be different this year
  • The trickiest part of having a virtual audit
  • What organizations should do first when preparing for an audit
  • How organizations can make sure they’re fully prepared
  • Resources on preparing for a virtual audit

 

Resources:

Mel Rancour

Webinar: Preparing for a Virtual Audit

Blackbaud University Organizational Best Practices Curriculum: Year-End and Audit Plans

 

Quotes: 

“Well, it is 2020, which has been a year full of changes and differences in policies and procedures and really any organizational and personal norms.”

“When you think about it, our policies and procedures for just about everything have changed.”

“Don’t forget, these guidelines need to be electronic.”

Sep 10, 2020

Too many nonprofits overlook the opportunities for planned giving. While planned giving may not be the most typical type of gift, it can be a powerful driver of growth for nonprofit organizations and can be a way of deepening donor relationships.

To talk about the modern landscape of planned giving, today’s guest is Patrick Schmitt. Patrick is the co-founder and co-CEO of FreeWill, a company that specializes in modernizing how organizations can take advantage of planned giving. Listen in to hear what Patrick has to say about how the thinking around planned giving is changing, how organizations can incorporate planned giving into their strategy, and how to steward donors through the planned giving process.

 

Topics Discussed in This Episode:

  • Patrick’s background and experience
  • Why planned giving allows “average” donors to give much more than they otherwise could
  • Why right now is the time to focus on planned giving
  • What Patrick has seen change in the way people are thinking about planned giving in the last year or so
  • How organizations can start incorporating planned giving into their fundraising strategy
  • Ways to talk to and steward donors
  • Giving donors choices
  • Common questions that donors tend to have
  • Getting people started with planned giving

 

Resources:

Patrick Schmitt

Free Will

 

Quotes: 

“We made it so easy for people to give 10 dollars, and yet in some cases, quite hard for them to give a hundred thousand dollars or a million dollars in the same way.”

“It behooves you to start much earlier than people do traditionally, to secure planned giving donors.”

“In some ways, we always talk about how fundraising is a highly specialized skill, and it is, but also, humans are humans.”

Sep 3, 2020

We’ve seen evolving challenges and change of 2020, from the COVID-19 pandemic to the racial justice movement. From economic challenges to increased service delivery demands, social good organizations have been impacted in many ways. While it is difficult to determine the future extent of economic impacts, there are valuable insights to be gleaned from historic trends in giving. 

In today’s episode, Ashley Thompson, Managing Director of the Blackbaud Institute, discusses the Institute’s new State of the Social Sector series with host Steve MacLaughlin. Listen to the interview to hear Ashley talk about what the data indicates about the social sector right now, how organizations can remain resilient and why organizations should look at history to help inform future actions.

 

Topics Discussed in This Episode:

  • The new State of the Social Sector reports from the Blackbaud Institute
  • Building resilient programs
  • The historical impact of economic changes and challenges on social good communities
  • Surprising findings in the Institute’s latest research
  • How organizations can positively leverage the moment in 2020
  • The importance of renewed focus on fundraising fundamentals
  • The value of being nimble
  • Making data actionable

 

Resources:

Ashley Thompson

State of the Social Sector Series

Blackbaud Institute Index

 

Quotes: 

“As we all know, 2020 is shaping up to be a real mixed bag.”

“What’s interesting, though, is that you see this continuation of generosity, kind of through the ages.”

“We talk about retention, and we talk about retention, and we talk about retention, but unfortunately, it’s still the same case.”

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