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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: nonprofit
May 13, 2022

ESG (environment, social, and governance) is a hot topic amongst for-profit companies and investors, but is it important for nonprofits and other social good organizations too? Today's guest thinks so. Tim McClimon, principal consultant for The Celeste Group, which specializes in corporate social responsibility and nonprofit management strategies and programs, and former head of corporate social responsibility at American Express, joined Rachel Hutchisson to discuss why social good organizations should view ESG as an operating strategy and as a way of being more transparent and accountable to their employees, donors, beneficiaries, communities, and the planet. Rachel and Tim also talked about what nonprofits can learn from companies, including Blackbaud, and how companies can help increase the focus on ESG in the nonprofit sector.

Topics discussed in this episode:

  • What is ESG?
  • Why ESG isn't just for companies
  • Why nonprofits need to create strategies for climate and diversity, equity, and inclusion (DEI)
  • Why higher education institutions have been paying more attention to sustainability
  • How funders can help nonprofits adopt ESG practices
  • The importance of transparency in social good organizations
  • Expectations for transparency and impact from the newest generation of employees
Apr 14, 2022

Join Meico Marquette Whitlock, founder and CEO of Mindful Techie, for an interactive training that will inspire you with mindful approaches for creating sustained balance in your life. Prepare to lower your stress level, focus on getting the important things done, and be more present for yourself, your team, and your family. Click here to listen to the full webinar from the Grantmaking Thought Leadership webinar series.

 

Topics discussed in this episode:

  • Wellness Survey report findings
  • Impact of the pandemic on wellbeing
  • How grantmakers will need to adapt
  • Setting boundaries

 

Resources:

Meico Marquette Whitlock

Wellness Survey

5 Ways Grantmakers Create Work- and Tech-Life Balance

 

Quotes:

"When it comes to preemption, we want to be focused on creating a culture of care (...) that we are building in strong work/life boundaries and not depending on the individual to create those boundaries."

"Addressing the organizational and institutional action of this is a longer term proposition."

"Many of us are making assumptions of what is required of us, but something that is actually not being expected of us."

Apr 7, 2022

Rachel Hutchisson is joined by Chris Jarvis, executive director of Realized Worth, to kick off our CSR Book Club Series with an article from Stanford Social Innovation Review called “Fixing the S in ESG.” Listen to learn more about quantifying social impact and what the future of S looks like.

Topics discussed in this episode:

  • Adapting to changes in world beliefs
  • What does S want to be?
  • Redefining what S means to include room for interpretation
  • Increased accountability puts words into actions
  • How consumers change their behavior according to company values

Resources:

Chris Jarvis

Rachel Hutchisson

Article: “Fixing the S in ESG”

Blackbaud Corporate Social Responsibility

Greater Washington Urban League Equity in Black and White Summit

Quotes:

“I think S should call us to move past the signaling to meaningful change that leads the next generation better.”

“You have to engage the people on the ground, the people in the community you’re trying to serve.”

“Between E, S, and G, S is the way to involve employees at any level, anywhere, anytime.”

Apr 4, 2022

Chantal Forster, executive director of the Technology Association of Grantmakers (TAG), discusses the top areas where grantmakers can make the most impact in 2022 and how technology can help them achieve that impact. 

Topics discussed in this episode:

  • Who are the members of TAG and how do they impact philanthropy?
  • The rise in the voices of the people we serve post-pandemic
  • TAG’s customer experience model
  • Effectiveness and frequency of surveys
  • Dependency of digital infrastructure
  • Dashboard elements that drive success

Resources:

Chantal Forster

Technology Association of Grantmakers (TAG)

Webinar: The Rising Role of Technology—and the People Behind It—in Advancing Philanthropy's Mission

How to Fund Nonprofit Tech: A Guide for Funders and Nonprofits

Grant Advisor

 

Quotes:

“Imagine if the private sector only surveyed its customers every three years.”

“If philanthropy doesn’t invest in tech infrastructure, then you are enabling inequity.”

Mar 17, 2022

There are a lot of ways to think about how technology impacts things, as well as how different constituent types interact with it and the relationships that it helps them build. In today’s episode, we’ll be discussing recent research on how technology improves the relationship between schools and parents.

Joining the podcast today is Chuck English, of English Marketing Works, and Linda Lawrence, of Ransom Everglades. Listen to the episode to hear what they have to say about the key findings of the recent Blackbaud study show, the expectations that people have about the technology they interact with, and how the technology profile at Linda’s school came about.

 

Topics Discussed in This Episode

  • Important and key findings of the study of how technology impacts the relationship between parents and schools
  • Linda’s perspective of the daily experiences between parents and technology at schools
  • Whether the current state of the world has made parents more willing to use this technology
  • Chuck’s experience of people's expectations of the technology they use and whether that’s changing.
  • How the technology portfolio at Linda’s school was developed
  • The perspective that Linda is examining technology from
  • The advice that Linda would give schools that have fewer technology resources, but are trying to move in that direction
  • How Linda’s school leadership helped make needed technological changes during the pandemic
  • A change that stands out in Linda’s mind that sticks out as something that’s here to stay
  • Changes Chuck is seeing with the organizations he works with that are here to stay
  • The extent to which parents drive technology offerings

 

Resources:

Chuck English

Linda Lawrence

Using Technology to Bridge the Value Gap in Private Schools

Moving Forward: Enriching the Parent Experience with a Focus on Technology

Infographic: K–12 Independent Schools Parent Survey

 

Quotes: 

“Technology has a huge impact on their experience as parents.” – Chuck English

“Parents have learned to become very nimble with what to expect, and we just find ways to ease into those situations at a moment’s notice.” –Linda Lawrence

“I think you develop alliances; you identify those super-users that can provide assistance.” –Linda Lawrence

Mar 10, 2022

What do you know about setting goals for yourself and your team and managing those goals? In today’s episode, you’ll hear an excerpt from the Skills UP webinar series. In it, you’ll hear Damaris Herron-Watkins discuss best practices for creating and managing your team’s goals. Listen in to hear what she has to say about the purpose of goal management, the different types of goals, and making goals SMART.

 

Topics Discussed in This Episode

  • What A Better Chance does
  • The purpose of goal management
  • Why goals are important
  • Creating goals for yourself and your direct reports
  • Types of goals
    • Cascading goals
    • Agile goals
  • What to do when you set goals for your team
  • Making sure goals are motivating for your direct reports
  • What SMART means
  • How to make sure your goals are SMART
  • Why you should create between three and five goals
  • How to know if your goals are SMART
  • Manager’s goals

 

Resources:

Damaris Herron-Watkins

Skills UP Webinar Series

5 Keys for Achieving your Organization’s Goals 

 

Quotes: 

“A couple of reasons why goals are important is one, they help to prioritize your work and the work of your team.”

“When we’re creating goals for our team, like I said, you have to make sure you know what your goals are for the year.”

“SMART stands for specific, measurable, attainable, relevant, and time-based.”

Mar 3, 2022

International Women’s Day is on March 8th, 2022, and it’s a good time to think about the state of women and girls worldwide, how current events may make violence and abuse even worse than they were, and how to move forward by empowering each other.

 

Today’s guest is Vesna Jaric, the Interim Chief of the UN Trust Fund to End Violence Against Women. Listen to the episode to learn about Vesna’s role at the Trust Fund and how current events affect the state of women and girls around the world.

 

Topics Discussed in This Episode:

  • Vesna’s role at the UN Trust Fund to end Violence Against Women
  • The state of women and girls around the world
  • How the pandemic has exacerbated violence against women
  • The universality of violence against women
  • How the organizations the UN Trust Fund is supporting has stepped in for women and girls
  • The lagging of representation and resources for organizations that address violence against women
  • How to increase resources for organizations that help women and girls
  • How listeners can follow the research that Vesna is involved in

 

Resources:

Vesna Jaric

Learning from Practice: The Impact of COVID-19 on Violence Against Women and Girls

UN Trust Fund to End Violence against Women

SHINE

UN Trust Fund to End Violence Against Women on Twitter

UN Trust Fund to End Violence Against Women on Instagram

 

Quotes: 

“So far, the fund has supported more than 600 organizations in 140 countries and territories across the world.”

“I would argue that violence against women and girls is probably the oldest and most persistent problem the world is dealing with.”

“Women’s rights organizations have been the first responders.”

Feb 24, 2022
Many organizations are struggling to hire right now. Is there a way you can set yourself and your candidate up for success?

We are highlighting an excerpt from the Skills UP Webinar Series where Deb Taft, CEO of Lindauer Global, will be talking about the dynamics of hiring and how you can achieve success in effective retention. Listen to what she has to say about the Great Resignation, the rise of freelancers and gig workers, and the remote/in-person hybrid.

 

Topics Discussed in This Episode:

  • Why talent is more complex than ever
  • The Great Resignation
  • Lack of loyalty
  • Freelancers and gig workers making up more of the workforce
  • 2020-21 Employee PTSD
  • Reevaluation of life and work, work/life balance
  • The remote/in-person hybrid recalibration
  • Multiple interviews.
  • Staying in communication with candidates
  • Tax laws and wages for remote workers
  • Pre-COVID norms have been profoundly changed
  • Expect disruptions and plan interventions

 

Resources:

Deb Taft

Skills Up FREE Webinar Series for nonprofit managers

The Future of Executive Search

To Attract Talented Fundraisers of Color, Get Your House in Order

CASE xChange Podcast; President and CEO Sue Cunningham interviews Lindauer CEO Deb Taft

4 Keys for Attracting, Hiring and Retaining a Successful Major Gift Team

 

Quotes: 

“I think one of the dynamics to think about is that there is very little loyalty.”

“So, hiring is on steroids, and if you are struggling to retain and hire, you are not alone.”

“I just need people to understand, that employees will choose you, talent will choose you, or not, depending on what’s possible.”

Feb 17, 2022

Public policy impacts decisions made around charitable giving. These policies can influence how people give, when they give, and how much they give. So what are the likely effects for 2022?

In today’s episode, you’ll hear from Brian Flahaven to learn how policies have impacted giving over the past few years and what’s ahead for the coming year. Listen in to hear what Brian has to say about his role in the Council for Advancement and Support of Education (CASE) and what they do, what current legislation is on the table, and whether Brian believes it will gain traction this year.

 

Topics Discussed in This Episode:

  • What CASE does
  • How charitable giving has been impacted by change over the past couple of years
  • How current legislation can encourage donation
  • Whether Brian expects legislation that positively impacts giving to gain traction by the end of the year
  • Trends that CASE is seeing in giving to education
  • Call to action for listeners

 

Resources:

Brian Flahaven

Blackbaud’s Charitable Giving Report

 

Quotes: 

“Having an incentive there, sending that signal, will encourage more Americans hopefully to give even more to charitable organizations during these difficult times.”

“In the tax world, it’s pretty much been a partisan game over the past few years.”

“A lot of institutions are actually creating their own giving days.”

Jan 27, 2022
Do you need a mentor? Do you know what kind of mentor you need, or what you’re looking to gain from a mentoring relationship? In today’s episode, Tiffany Crumpton, Vice President of Renewals and Retention at Blackbaud and active member of Blackbaud's Senior Women's Community, joins the podcast to discuss mentorship. Listen in to learn about what mentorship means and how it differs from sponsorship, the different kinds of mentors out there, and how to get the most out of a mentor.

 

Topics Discussed in This Episode:

  • How Tiffany defines mentoring and what it means to her
  • What sponsorship means
  • The different kinds of mentors
  • What to think about identifying a mentor
  • How to get the most out of a mentor
  • The importance of checking back in
  • One of Tiffany’s experiences with a mentor relationship

 

Resources:

Tiffany Crumpton

 

Quotes: 

“When you’re identifying a mentor, be really upfront with them about why you’re asking them, why you thought of that person.”

“I also believe that the best mentors are always mentees themselves.”

“Look for the type of sponsor you want, the gender doesn’t matter.”

Jan 13, 2022

Giving doesn’t stay static. As things change and more innovations become available, giving changes with it, and that’s true for the upcoming year too. Today, you’ll be hearing about some of the changes and giving and how social good organizations and donors are affected.

Sonia Nigam, Co-founder and CEO of Change, and Amar Shah, Co-founder and President of Change, discuss changes in online shopping, how social good organizations are adjusting to cryptocurrencies and NFTs, and what’s going to happen going forward in 2022

 

Topics Discussed in This Episode:

  • How the online giving landscape is changing
  • How the online shopping experience is changing
  • What is crypto is and how it’s used
  • The number of nonprofits accepting cryptocurrency
  • How many donors are interested in giving via cryptocurrency
  • What NFTs are and how it could be used in giving
  • How NFTs can become a bigger part of online strategies
  • What’s going to happen in giving in 2022
  • Advice for social good organizations
  • Convincing leaders and staffers to be willing to experiment
  • How listeners can learn more about what’s happening at Change

 

Resources:

Sonia Nigam

Amar Shah

Change Blog

 

Quotes: 

“I feel like one of the most interesting evolutions around giving today is how it’s becoming more experience-based.” –Sonia Nigam

“Social good’s really at the foundation of this ecosystem.” –Sonia Nigam

“I think one of the biggest things that’s going to continue is the increase in online giving, either via e-commerce or even via cryptocurrency.” –Amir Shah

Dec 23, 2021

What do you know about cybersecurity? You’re probably aware that it’s a threat, but if you don’t know what cybersecurity threats entail or how to increase your own security, how can you really protect yourself or your organization? Listen in to this BBCon excerpt to learn about some of the basics of cybersecurity, including what the risks and threats are, steps you can take to protect yourself, and how to implement policies at the workplace that protect your company.

 

Topics Discussed in This Episode:

  • What cybersecurity is and what it’s for
  • The cybersecurity threat landscape
  • Understanding what you’re up against
  • Types of cyber threats
  • Remote work threats
  • Password security measures
  • Multifactor identification
  • Secure wifi
  • Protecting your company
  • Implementing security policies

 

Resources:

Cybersecurity Tip Sheet

Cybersecurity Industry Standards

Security at Blackbaud Overview

 

Quotes: 

“Additionally, 85% of the breaches that happen involve some sort of human element.”

“Bottom line, social engineering takes advantage of someone going about their usual day.”

“If you receive an email, phone call, or voicemail that feels odd, it probably is.”

Dec 17, 2021

Trends in giving and donor retention are an important topic in the fundraising landscape, and at this time of year, it’s a good idea to take a look at what’s been happening in the fundraising world. Looking closely at giving and donor retention now with help you get a handle on end-of-the-year giving and some clarity about what will be coming in the new year. Listen in to this episode to hear from Erica Wassdorp about current fundraising trends, how online giving has developed in different kinds of organizations, and how to handle benefits for recurring donors.

 

Topics Discussed in This Episode:

  • Standout trends in the overall fundraising landscape
  • How picking up new donors, even at lower amounts, creates opportunities for recurring giving
  • Where the focus on recurring giving has come from
  • The history of recurring giving in certain kinds of organizations
  • The proliferation of online giving
  • Which groups to start with when it comes to moving to recurring gifting
  • The benefits of recurring giving for donors
  • Why you should keep monthly donation benefits simple
  • Finding a driver for your goal

 

Resources:

Erica Waasdorp

Blackbaud Institute Retention Toolkit

 

Quotes: 

“We have to tell them that they can make a difference even when it’s with a smaller recurring gift.”

“I think the other piece that has really helped with that, of course, is the whole digital, online opportunities.”

“The only promise you want to make to your new monthly donor is that they’re going to get updates from you.”

Dec 2, 2021

Are you dealing with problems in your organizations and wondering why you can’t solve them, or why you can’t solve them in a lasting way? Listen in to this excerpt from bbcon 2021 Virtual, where Sarah Beauregard, Senior Process Engineer at Blackbaud, discusses root cause analysis.

 

Topics Discussed in This Episode:

  • Why some solutions to business problems don’t work
  • The kinds of business problems your organization needs to solve
  • Root cause analysis technique
  • Definition of root cause
  • Looking at the cause-and-effect chain
  • Problem solving collaboratively
  • Three steps to perform root cause analysis
    • Describe
    • Identify the Whys
    • Action
  • Who can use this method

 

Resources:

Sarah Beauregard

Root Cause analysis document

 

Quotes: 

“If we pull up the weed by the root, it won’t come back.”

“Also as a part of this step, we identify who those subject matter experts are that could help determine why this problem might be happening.”

“The real value here comes from engaging those subject matter experts on a guided conversation to get to that root cause.”

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.”

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