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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
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.”

Apr 23, 2021

For decades, fundraisers have been trying to understand some of the differences in philanthropic giving between men and women. And, while much remains to be studied regarding same-sex families, women in heterosexual households have increasing financial power. It is a crucial element in understanding decision-making about giving across households.

In today’s episode, you’ll learn more about that process as you listen to Jeannie Sager and Jaquie Ackerman of the Women’s Philanthropy Institute, part of the Lilly School of Philanthropy at Indiana University, talk about this year’s Women Give report. They explain what they were hoping to understand from the research, how it compares to previous years, and how the conversations couples have about philanthropy can affect their giving.

 

Topics Discussed in This Episode:

  • The history of research from the Women’s Philanthropy Institute
  • The focus of the Women Give 2021 report
  • What the Women’s Philanthropy Institute was hoping to understand from the research
  • The changing roles of women’s influence in household financial decisions
  • The categories of giving decisions in a household
  • Results of their survey
  • How current joint and sole decision-making stacks up next to those decision-making choices 15 years ago
  • How couples talking about giving affects their giving
  • What was surprising in this year’s report

 

Resources:

Jeannie Sager

Jaquie Ackerman

Women Give 2021: How Households Make Giving Decisions

Women’s Philanthropy Institute

 

Quotes: 

“Joint giving is still the norm.”

“Most households seem satisfied with the way they make giving decisions.”

“Having robust conversations about giving results in robust giving.”

Apr 16, 2021

This episode was originally published in September 2019. 

As a charitable organization, how can you leverage the popularity of live streaming to fundraise? How do you find a live streamer to pair up with? And how can you build and have a successful relationship with live streamers?

Today’s episode features Alyssa Sweetman, the Charity Program Manager at Twitch. Tune in to hear her talk to Roz Lemieux, director of Blackbaud Labs, about how nonprofits and other social good organizations can work with live streamers, also known as content creators, to raise money on live streaming platforms.

Topics Discussed in this Episode:

  • What is Twitch?
  • Who is a content creator?
  • How to get started with partnering with a live streamer, or content creator
  • The kind of support or assets organizations should plan to provide content creators to build relationships and aid them in fundraising
  • What makes for a good impact statement?
  • How live streamers make nonprofit content engaging for viewers
  • The most interesting fundraising live stream event Ally has seen
  • The different ways content creators raise money on Twitch

Resources:

Twitch
Alyssa Sweetman
Article: How to Harness the Fundraising Power of Twitch

Apr 8, 2021

Today’s guest has a mission, and that mission is to teach the people who are doing good how to get noticed by using their words. Erica Mills Barnhart is the CEO of Claxon Marketing, and she joins the podcast today to discuss what people in the social good community need to be saying in order to get noticed in a good way.

Listen in to hear Erica discuss why a social good organization needs an elevator pitch, the biggest mistakes that she sees, and how nouns and verbs need to be used in a mission statement. You’ll also learn how to craft an effective elevator pitch for your organization.

 

Topics Discussed in This Episode:

  • Erica’s background and professional focus
  • What an elevator pitch is and why social good organizations need one
  • The biggest mistakes Erica sees in elevator pitches
  • How deep you get into the mission before you get to the how
  • The size correlation
  • Improving your mission statement
  • How to use nouns and verbs in the mission statement
  • Where the elevator pitch starts
  • Resources for listeners

 

Resources:

Erica Mills Barnhart

Pitchfalls: Why Bad Pitches Happen to Good People

SSIR Article: Great Mission. Bad Statement. Why the social sector should worry more about words.

 

Quotes: 

“Think of it like an invitation. When the door opens, what’s the invitation?”

“There is very much an emotional piece for those in the social good space. We care about what we’re doing. Deeply.”

“There’s always two stories being told even if it’s one or two sentences. What you think the story is, what’s coming out of your mouth, and the story that’s heard and received.”

Apr 1, 2021

In today’s episode, you’ll hear from Joanne Pasternack, president & chief impact officer at Oliver+Rose and creator of Athletes’ Voices, about her work with athletes who want to engage in philanthropy. Listen in to hear about how Joanne is helping athletes and examples of athlete stories that she is particularly proud of.

 

Topics Discussed in This Episode:

  • How Joanne helps athletes engage with the causes they care about
  • What Athletes’ Voices does
  • Examples of athletes’ philanthropic actions that Joanne is really proud of
  • How people can find out more about Athletes’ Voices

 

Resources:

Joanne Paternack

Athletes’ Voices

Athletes’ Voices webinars

 

Quotes: 

“We are based on the philosophy that athletes could and should and can speak up on any issue that’s of interest to them.”

“In truth, there’s nobody better you could hire than somebody who’s been through everything and has worked over the barriers that have been in their way.”

“You might have kicked the own goal. But, like, what are you going to do next? What’s the next chapter?”

Mar 25, 2021

We already relied on technology to communicate before the pandemic, but over the past year we’ve become even more dependent on video and digital communications to live and work. So, how can you make use of the tech you need to navigate the world without succumbing to burnout?

Today’s episode features mindfulness expert Meico Marquette Whitlock in an excerpt from the sgENGAGE Rethinking Change webinar series. Listen in to hear Meico explains how distractions impact us and how to make space for mindfulness and intentionality to avoid burnout.

 

Topics Discussed in This Episode:

  • How distractions impact our lives
  • Spending mental energy bridging the technology gap
  • The effects of trying to do multiple things at once
  • How the time you’re spending online has changed
  • Why slowing down helps
  • Mindfully engaging with devices
  • Reclaiming our lives

 

Resources:

Meico Marquette Whitlock

The Mindful Techie

7 Steps for Mastering the Art of Work/Life Balance in a Digital World Starter Kit

Webinar: Why Technology is Ruining Your Love Life (And What You Can Do About It)

Rethinking Change webinar series

Working in a Changing World eBook

 

Quotes: 

“It’s not lost on me that it’s not your first or your last perhaps of conversations mediated by video like what we’re having today.”

“The science tells us that it is physically impossible to do multiple things simultaneously.”

“One of the first things that slowing down allows us to do is it allows us to get clear about our aim or our intention.”

Mar 11, 2021

The last year has taught us that change is the only constant - however, that makes it difficult to stick to a traditional 3-year or 5-year strategic plan. So, how can social good organizations plan in a way that allows for change?

Here to talk about why adaptive strategy is the new strategic plan is Steve Strang, senior consultant and practice director at Spectrum Nonprofit Services. Listen in to hear what Steve has to say about what an adaptive strategy is, what it looks like when organizations implement an adaptive strategy, and how to get started.

 

Topics Discussed in This Episode:

  • What adaptive strategy is
  • Why organizations decide to make the shift from the traditional strategic plan to adaptive strategy
  • Benefits of shifting to an adaptive strategy
  • How adopting adaptive strategy can better engage board members
  • The two steps for implementing adaptive strategy
  • What adaptive strategy looks like in action
  • How to influence stakeholders to buy in to implementing adaptive strategy
  • Steps for getting your organization started on the adaptive strategy journey

 

Resources:

Steve Strang

How to Implement Adaptive Strategy in Nonprofits

Annual Planning in an Ever-Changing World

2021 Planning & Goals Workbook and Calendar

 

Quotes: 

“As tough as the last year has been, being adaptive helps your organization get through crisis moments like this.”

“The important piece to not only this but moving into any strategic process is buy-in from all your stakeholders, especially internal stakeholders.”

“Your budget is really a document that shows how you actualize your strategic plan.”

Mar 4, 2021

Database administrators (also commonly called database managers, DBAs or DBMs) are often operating behind the scenes, outside of the spotlight. However, DBAs are critical team members and it’s important they promote their value within their organizations.

That’s what today’s host and guests are here to discuss. Listen in as guest host Ashley Sweeney, Technical Solutions Engineer for Blackbaud talks to Sunshine Watson, Donor Database Manager for Valleywise Health Foundation, and Carlene Johnson, Database Administrator for BC High, about how they shine as DBAs and make sure their value is recognized. They also discuss the importance of networking and continuing education.

 

Topics Discussed in This Episode:

  • How Sunshine and Carlene shine as DBAs
  • Helping others understand what you do and how you help them
  • Making sure you have a seat at the table
  • Tips for showing your value to leadership
  • Making the case for professional development to your manager
  • The value of networking and user groups

 

Resources:

Sunshine Watson

Carlene Johnson

Confessions of a Nonprofit Database Administrator

Confessions of a Nonprofit Database Administrator, Part II

 

Quotes: 

“Just being able to be a fly on the wall sometimes helps me so I can do my job better.” –Sunshine Watson

“When I’m paying attention and listening, I can hear the pain points.” –Carlene Johnson

“Because of networking, I was much more easily able to land a position that had the kinds of things I was looking to work on.” –Carlene Johnson

Feb 25, 2021

Everyone knows about Giving Tuesday, but it’s not the only giving day out there. At this point, a lot of organizations are running their own giving days that have become a part of their regular giving and fundraising programs. Today’s guests, Kelly Cortes of St. Joseph’s College, New York, and Jeffrey Starrett, of Pine Crest School, join the podcast today to talk about how their organizations gave implemented these giving days and what lessons they’ve learned from their giving days.

 

Topics Discussed in This Episode:

  • Why Kelly’s org decided to have a giving day
  • Why Pine Crest School began doing giving days
  • How Jeffrey dealt with resistance to the giving day plan
  • Lessons that Kelly has learned from her first few giving days
  • How the giving days are approached at Jeffrey’s school
  • What was different about giving days in 2020
  • Feedback about shifting to text and email from phone calls
  • Feedback about the use of giving days

 

Resources:

Kelly Cortes

Jeffrey Starrett

5 Tips for Successful Online Giving Days

Giving Day Toolkit

 

Quotes: 

“We try to raise about a third of our money in one day now.” –Jeffrey Starrett

“This year, our office, and we’re an office of nine, we did all the texting.” –Jeffrey Starrett

“If we have 90-year-old donors that we have to stay in touch with, we do still do a direct mail campaign and we can keep that piece of it there for them so they can still give in a traditional envelope on giving day.” –Kelly Cortes

Feb 18, 2021

Sometimes, change is hard – especially when it seems that there isn’t enough money or other resources to accomplish your organization’s mission. However, by adopting the right mindset, social change leaders can begin to attract more support. That’s where today’s guest comes in.

Nell Edgington is the president of Social Velocity, a management consulting firm for nonprofit organizations, and the author of Reinventing Social Change: Embrace Abundance to Create a Healthier and More Equitable World. She joins the podcast today to discuss moving from a scarcity mindset to an abundance mindset and what that looks like for social good organizations. Listen in to hear what Nell has to say about why there’s a scarcity mindset in social good organizations, what to do to move to an abundance mindset, and how social change leaders can bring others along into their abundance mindset.

 

Topics Discussed in This Episode:

  • Why the way we do social change is broken
  • Why a scarcity mindset is happening
  • How the way leaders are thinking contributes to the broken system
  • The steps to adopt an abundance mindset
  • How “yet” can help social change leaders think differently
  • How leaders can get others to join them on the journey to an abundance mindset
  • Examples of moving past scarcity thinking
  • Advice for social change leaders looking for a better path

 

Resources:

Nell Edgington

Reinventing Social Change: Embrace Abundance to Create a Healthier and More Equitable World

 

Quotes: 

“A scarcity mindset is essentially believing that there’s not enough.”

“That scarcity mindset is itself that’s holding these nonprofit leaders back.”

“A broken system isn’t going to change itself.”

Feb 11, 2021

Over the past year, a lot of experts have joined the show to talk about the different ways that social good organizations can respond in the age of COVID-19 to continue their missions and impact. Now that we are almost a year in, what have we learned and how can we retain the new donors we’ve had give to our organizations?

Today, Melissa Bank Stepno, Director of Analytics & Business Consulting Services at Blackbaud, joins the podcast to talk about some lessons we’ve learned from organizations that have been successful with engaging new donors during the pandemic. Listen in to hear Melissa speak with Steve MacLaughlin about why retention matters so much right now, how to successfully leverage personas, what organizations are doing differently from a data and analytic standpoint, and how to cut through the noise and better communicate with donors.

 

Topics Discussed in This Episode:

  • What Melissa has seen and learned about fundraising over the past few months
  • Which sample sets are being looked at and compared
  • Donor engagement factors
  • What Melissa has seen organizations do from a data and analytic standpoint that’s different from before COVID-19
  • How to take advantage of new analytics
  • How applying the use of more analytics is a way of leveling up
  • How organizations can cut through the noise and communicate with donors
  • Choosing messages that resonate with particular groups

 

 

Resources:

Melissa Bank Stepno

Supporters in Sight Part 4: A Look at Direct Marketing Personas

The sgENGAGE Podcast Episode 144: Leveraging Personas for Fundraising During COVID-19

Turning Data Into Dollars

 

Quotes: 

“In some ways, 2020 gave us acquisition by happenstance.”

“Those of us who do appreciate the arts want to make sure that when the world returns to whatever our new normal looks like, those organizations that we supported in the past are still there.”

“I do think I’ve seen a lot of organizations who didn’t have good data and analytics practices realize how critical it is this past year.”

Feb 4, 2021

Interpersonal and communications skills are essential skills that are vitally important for achieving success in the workplace. But what are the most important interpersonal skills for the way that most of us are working now? And what are the best practices for communication, especially virtual communication? Today’s episode answers those questions.

Today, you’ll hear from Anne Converse Willkomm, Assistant Dean of the Graduate College at Drexel University, talks about interpersonal skills for today’s changing workplace. Listen in to learn about the five most important interpersonal skills, how they’re related to each other, and how you can build strong communication with colleagues and others.

 

Topics Discussed in This Episode:

  • The five most essential interpersonal skills to focus on building: Adaptability, Empathy, Creativity, Collaboration, and Brainstorming
  • What adaptability really means and how to be more adapatable
  • How adaptability can be associated with negative changes
  • What empathy is and why it’s needed in the workplace
  • Using empathy to encourage others to speak
  • Creativity as an offshoot of adaptability
  • The relationship between collaboration and brainstorming
  • Best practices for virtual brainstorming sessions
  • Why you should avoid the word “no”
  • Important elements of personal and professional communication
  • Best practices for communicating virtually

 

Resources:

Anne Converse Willkomm

Drexel University Professional Services Blog

Working in a Changing World eBook

Rethinking Change webinar series

 

Quotes: 

“To be successful in today’s workplace, social professionals like yourselves really need to develop and enhance your interpersonal skills.”

“When we’re open-minded, we can see things more clearly from another perspective – which is really empathy – which often means we can turn something negative into an opportunity.”

“Without empathy, people’s voices are not heard. Resentment can build, dysfunction can set in, and then there’s a loss of productivity.”

Jan 21, 2021

There’s no question that online communities are more important than they’ve ever been in the past. These communities can offer real action and tangible support to all types of people who live anywhere in the world.

Today’s guests, Lesley Pinder, Head of Supporter Experience for the British Red Cross and Lucy Caldicott, Founder of ChangeOut, discuss their Facebook group, Fundraising Chat, as an example of community development, the sector supporting each other, and lessons learned. Listen in to learn how they set up the group, how they navigated the rules of the group, and how they’ve continued to grow the community.

 

Topics Discussed in This Episode:

  • How the Fundraising Chat Facebook group began
  • Setting up the ground rules for the group
  • Policing the rules in the group
  • The limits of an online community like Fundraising Chat
  • Cultivating a more international feel in an online community
  • The power of Fundraising Chat in connecting people and sharing learnings

 

Resources:

Lesley Pinder

Lucy Caldicott

Fundraising Chat

bbcon

 

Quotes: 

“The people that we seeded the group with, which wasn’t – in hindsight, we can pretend we were being really strategic – but were people that we knew were already really active on social media and already had really good networks.” – Lesley Pinder

“We’re accidental community managers – Lesley Pinder

“When you’ve got something like George Floyd’s murder and everyone’s talking about that in every other space, it felt completely negligent to not do something in Fundraising Chat.” –Lucy Caldicott

Jan 14, 2021

Employees are a business’s most valuable asset, which is why more companies are starting to implement employee relief programs to provide a crucial safety net in times of disaster and hardship.

Holly Welch Stubbing, CEO of E4E Relief, joins the podcast today to discuss the results of E4E Relief’s employee impact survey and why employee relief programs are good for business. Listen in to hear Holly discuss how employee relief funds differ from other charitable efforts, the possible negative consequences for companies that don’t consider the impacts of employee stress, and how companies can start an employee relief program.

 

Topics Discussed in This Episode:

  • What E4E relief does
  • E4E Relief’s Employee Impact Survey
  • How employee relief funds are different from other charitable efforts
  • Tips for companies that want to start an employee relief fund
  • Negative consequences for companies that don’t consider employee stress
  • The future of employee relief funds and employee wellness

 

Resources:

Holly Welch Stubbing

E4E Relief Impact Survey

 

Quotes: 

“It is not ideal to wait until a disaster strikes.”

“When you’re launching something short-term and long-term, you want to know what your financial implications of that are.”

“I think we’re still trying to get our arms around what the impact is going to be of COVID.”

Jan 7, 2021

While lapsed donors are inevitable, there are strategies you can use to both reacquire them and prevent attrition in the first place.

In today’s episode, Stu Manewith, Director of Thought Leadership and Advocacy for Omatic Software and Bailey Benzlé, Director Of Pre-Sales & Sales Enablement for Omatic Software, discuss leveraging data quality and strategic communication to increase the win-back rate. Listen in to hear them talk about how to identify those donors most likely to re-engage and the steps to take to create a successful win-back strategy.

 

Topics Discussed in This Episode:

  • Lapsed donor definitions and industry standards
  • The donors who are prized candidates for giving again
  • How to calculate donor attrition
  • Information that you need to pull about donors
  • How to leverage the data you already have
  • Affinity scoring
  • Choosing a sample population that reflects the outcome you’re looking for
  • Wealth rating scores
  • Preventing lapsed donors
  • Looking at more than just a donor’s giving history
  • Creating a deeper profile understanding that allows a more meaningful relationship
  • Data centralization
  • Putting individual data point knowledge together to tell a story

 

Resources:

 

Quotes:

“I guess we have to understand that lapsed donors are going to happen. They come and they go.” –Stu Manewith

“Look internally and ask yourselves which bucket here you fit in.” –Bailey Benzle

“When resources are limited - time, money, etc. - make sure that you are first targeting the donors that are most likely to re-engage.” –Stu Manewith

Dec 31, 2020

Do you know how to not only interpret your organization’s financials, but also how to present them to others as a compelling story that offers transparency and increases donations and impact.

In today’s episode, you’ll hear from Stephanie Skryzowski, founder and CEO of 100 Degrees Consulting, about how to use and communicate your organization’s financials. Listen in to hear what Stephanie has to say about why sharing numbers is important, who needs to know your numbers, and what the best ways are to present your numbers to different audiences.

 

Topics Discussed in This Episode:

  • Stephanie’s role as a CFO
  • Why it’s important to use and share numbers
  • Benefits of financial transparency
  • How sharing numbers improves relationships with donors
  • How to share financials with your board
  • How to share numbers with your staff
  • Sharing with donors and the public
  • Ensuring that you have a strong financial foundation
  • Checklist for budgeting best practices
  • What reports tell your organization’s story on a monthly basis
  • Five financial reports to review every single month
  • How your data can be visualized
  • Checking performance vs. plan

 

Resources:

Stephanie Skryzowski

bbcon

5 Ways Nonprofits Can Use Financials to Increase Transparency

The Buyer's Guide to Fund Accounting Software

 

Quotes: 

“As these organizations are sharing more information about themselves and about their financials, they got more money, which leads to greater impact.”

“Before we start telling our financial story, we need to have the foundation of financial management really solid at our foundation.”

“You want to make sure that we are coding all of our revenue, all of our expenses to admin, fundraising, or programs along the way, so that we can really easily pull this report.”

Dec 23, 2020

Feedback is a gift, but the thought of giving feedback can be scary. However, whether you are giving the gift of feedback to an employee, a manager, a teammate, a donor, a supporter, an advocate or a peer there is a process you can use to ensure your gift is better accepted.

In today’s episode, Monica Mutter, Director of Leadership and Culture at Blackbaud, focuses on the steps you can take to give effective feedback. Listen in to hear why Monica calls feedback a gift and what steps you need to use to give feedback in a way that helps the person receiving it become better for the next similar situation that arises.

 

Topics Discussed in This Episode:

  • Why Monica says feedback is a gift
  • The cost of feedback
  • The selection process for feedback
  • The neuroscience of feedback
  • Where people are left at the end of a feedback conversation
  • Checking to see that the timing is right
  • The steps for preparing to provide feedback
  • The steps for delivering feedback
  • Resetting expectations
  • Having the person identify behavior changes they can make to incorporate the feedback

 

Resources:

Monica Mutter

bbcon

7 Steps for Giving Effective Feedback

 

Quotes: 

“Feedback is a gift on so many levels.”

“Because there is a cost to giving feedback, as we mentioned earlier, we want to make sure the gift is received.”

“What’s most important is where we leave the person at the end of our conversation.”

Dec 17, 2020

Content is at the heart of how your constituents engage online. It’s how you inspire supporters to action and nurture their passion for your mission. But getting top-notch quality and performance from content isn’t always easy. 

Nyleva Corley, principal user experience designer at Blackbaud, talks all about how to get the most from your content on today’s episode. Listen in to hear Nyleva speak about how content attracts viewers and drives traffic, the link between content and constituent opinion of your organization, and why a content strategy is critical for social good organizations.

 

Topics Discussed in This Episode:

  • What content attracts viewers and drives traffic
  • How much content is being processed daily
  • The definition of content strategy
  • Why working on a content strategy is critical
  • The link between your content and how your constituents feel about you
  • How to take inventory of all your content
  • Performing a content audit
  • The message hierarchy
  • Performing a gap analysis
  • Page description diagrams
  • Storytelling techniques
  • Tailoring your content to specific audiences
  • Creating an editorial calendar
  • Developing your content style guide

 

Resources:

Nyleva Corley

bbcon

Guide to the Nonprofit Web Design Process

What Is Content Governance and Why Does It Matter?

How to Write Effective Web Copy (Part 1): Make It Readable

How to Write Effective Web Copy (Part 2): Make It Stick

 

Quotes: 

“If you could focus on the content that was most critical to your organization and expire or archive all of the other content, just think of the great content you could be producing.”

“You want to start relationships with your constituents on your website.”

“Content strategy is not something that you do one time, in a silo, all by yourself.”

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