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National Doctors' Day is observed on March 30th to honor physicians for their dedication and contributions to society and their community. This date can be a great opportunity to fundraise for your healthcare organization by sharing your successes and challenges with donors. Join Tracey Bozzelli, managing director for the healthcare vertical in customer success at Blackbaud, and Paul St. Onge, co-founder of Doing Good Digital, for ideas on donor outreach through digital strategy.
Topics discussed:
Deciding on a fundraising strategyFocusing on donor stewardshipDirect email messagingEngaging the patient file for donor acquisitionExisting patient donorsHonoring the caregiverResources:
Webinar: Online Fundraising Strategies for Doctors' Day
Taking Doctorsâ Day Beyond the Direct Mail Appeal | The ENGAGE Blog
Doing Good Digital: Weighing the Pros and Cons of Doctors' Day
Quotes:
"The trick is to really engage that patient file throughout those twelve months and again when we get to one of those tentpole moments like Doctors' Day."
"I'd recommend if you have some non-solicitation and communication that's going out at the start of month start, tease out the fact that Doctors' Day is coming up, tease out some some nice stories about some of the doctors that are on your staff."
"When we think of some of the basics when it comes to a successful Doctors' Day campaign, warming up the audience is part of it."
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Andrew Troup, Director of Giving & Engagement at Blackbaud, speaks with Brandolon Barnett, Head of Innovation & Philanthropy at Giving Compass, about the merging of artificial intelligence (AI) and social impact. What are the opportunities for AI and what are the potential pitfalls?
Topics covered in this episode:
âą The rapid evolution of artificial intelligence
âą Experimenting with user testing
âą The donorâs journey using AI
âą Leveraging AI tools for annual reports and donor outreach
âą Creating consumable content for machines
âą Importance of cyber security
âą Risk of AI in job replacement
Subscribe to the podcast on iTunes, Stitcher or your preferred streaming service for future episodes!
Quotes:
âWe really need to be cognizant of the risk of creating a kind of feedback loop. What happens when AI is learning from the data thatâs online?â
âYou would be surprised how many organizations of all sizes put out annual reports [âŠ] through their website or through pdfs that aren't easily machine readable and you really have to start thinking about, âCan ChatGPT or similar tools read our annual report?ââ
âAI is really uniquely positioned to provide a lot of opportunity, especially for those that have not typically had that opportunity in the past to access or to leverage technology.â
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PEAK Grantmaking President and CEO Satonya Fair is back on the Blackbaud Grantmakingâą Thought Leadership Webinar Series to share how her organization is embracing learning and unlearning.
Throughout the conversation, she shares what it means to be an emergent learner and to put down tools that no longer serve you so you can pick up new ways of engaging. She also discusses how learning cannot be an extra task on your list of goalsâit has to be engrained in the work you do.
Join us for the first part of our conversation with Satonya and watch the webinar to hear the full discussion.
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Dan Keyworth, vice president of Customer Success Modernization at Blackbaud, sits down with Dan White, principal counsel on Blackbaudâs Privacy Team, to break down the complex but important topic of data privacy for nonprofits. Learn more about the five key principals across global privacy laws that can help you develop an adaptable data privacy program.
Topics covered in this episode:
âą Why do nonprofits need privacy programs?
âą What is personal data?
âą New laws and legislation
âą Identifying themes across the laws
âą Individual rights to privacy and transparency
âą Key takeaways from laws passed in Colorado specific to nonprofits
âą The Universal Opt-Out Mechanism
âą Steps you can take to put a privacy program in place
Resources:
Blackbaudâs Privacy Resource Center
Quotes:
âThis whole concept of data privacy stems back from the historical view of privacy as a human right and in the digital age, thatâs evolved into a focus on personal data.â
âItâs important to understand what data youâre collecting, how youâre using that data, and where you might be sharing that data. If you donât know that, it makes complying with these laws impossible.â
âColorado is a good place to look at for a model for privacy laws that are going to go into effect. Oregon and Delaware are following in the footsteps of Coloradoâs [privacy] laws.â
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Heather Hiscox is on a mission to change the way we change the world. As an author, speaker, and consultant to nonprofit organizations and foundations, Heather has been on both sides of the grantee experience. Her time managing grant funding to be awarded as well as her experience applying for grant funding gives her a unique perspective on how to optimize value for both the grantmaker and the grantees during the application process.
In this conversation, Heather gives several tips for grant making organizations to streamline their processes and improve the user experience related to pre-award, communications, and follow-up.
Resources Mentioned in the Podcast:
Pause for ChangeHumannatureMargaret Wheatley and the definition of leadership and institutional powerVu Le, Nonprofit AF, and suggestions on improving the grant applicationMore content by Heather:
How Grantmakers Can Improve Collaboration Through Empathy and Experimentation Collaborative Grantmaking: Rethinking How to Assess Impact 7 Tips to Incorporating Empathy and Redefining Impact Check out our latest webinar with Heather -
They say that the only constant is change, and change is often brought on by crises. In this panel discussion, Blackbaudâs Melissa Furr talks with two veteran grantmaking professionals to discuss how their organizations manage their mission while staying in tune with the needs of their communities.
Lisa Tacker from the Two Ten Footwear Foundation and Beth Broomall from the Charles H. Dater Foundation share their best practices and advice for organizations on things to do before, during, and after a crisis to make sure your organization avoids mission creep.
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When is the last time you took a birdâs eye view of your engagement strategy? From how many solicitations to send a year to maintaining your donor database and keeping your message aligned across teams, engagement can quickly become stale or ineffective without a tested strategy. In todayâs episode, Kate Averett Anderson of the Blackbaud Institute sits down with fundraising experts Lawrence Henze and Nathalie Highland to discuss best practices for engagement and tools you can use to communicate with your supporters more efficiently. After the conversation, check out the free Development Planning Toolkit from the Blackbaud Institute to fill out your own Engagement Strategy framework and put what youâve learned into practice!
This episode of the ENGAGE podcast features excerpts from the webinar Development Planning: Your Three-Step Guide to Engaging Supporters. Catch the full discussion, on demand, now.
Topics covered in this episode include:
The pitfalls of an unexamined engagement strategy Breaking down silos for more effective engagement The benefits of reduced solicitations to supporters Tips for testing new approaches and conducting donor surveysResources:
Development Planning: Your Three-Step Guide to Engaging Supporters
Quotes:
âThrough those direct and personal interactions with our staff and our experts, donors were given the opportunity to understand not just what we do, but how and why we do it. And so that has been a real benefit and jumpstarted our major gift program and has helped to spur our growth over time.â â Nathalie Highland
âI've always asked my clients to put me on their mailing list, and I would typically make a donation to them to see how they communicated with me as a donor. And I spent eight years tracking those communications. What I found was that there were some organizations that sent me at least at least 36 direct mail pieces per year!â â Lawrence Henze
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As women wield greater economic power and harness their influence to lead change, their generosity is rapidly transforming the philanthropic landscape. What is possible when women are active participants in philanthropic work, engaging all the levers available to advance the public good? The Womenâs Philanthropy Institute (WPI), part of the Indiana University Lilly Family School of Philanthropy at IUPUI, increases understanding of womenâs philanthropy through rigorous research and education with the vision of empowering women to use their wealth and power to uplift others. Following WPI's sixth national symposium All In, All Rise, WPI Associate Director Jacquie Ackerman sat down with three symposium participants to discuss how womenâs involvement in philanthropy influences and strengthens communities, encourages greater strategic giving and builds a more diverse community of engaged citizens.
This is an excerpt of a conversation that was part of the Blackbaud Grantmaking 2023 Thought Leadership Webinar series. For the entire thought-provoking discussion, please watch the full webinar.
Guests: Moderator: Jacquie Ackerman, Associate Director, Womenâs Philanthropy Institute Dr. Monique Couvson, President and CEO, Grantmakers for Girls of Color Natanja Craig-Oquendo, Executive Director, Boston Womenâs Fund Marsha Morgan, Board Advisory Member, Community Investment Network and Black Women Give Back honoree Resources: Womanâs Philanthropy Insitute Grantmakers for Girls of Color Community Investment Network Boston Womenâs Fund Blog Post: The All-In Woman Philanthropist Full Webinar -
How much impact does volunteerism have on our wellbeing?
Hear from Jude O'Reilley, CEO of VolunteerMatch, as he talks with Blackbaud's social responsiblity manager Melissa Furr about how volunteerism is closely tied to personal health and wellbeing. Jude and Melissa share how you can incorporate volunteering in the workplace and acheive the feeling of being connected to something larger than oneself.
Topics covered in this episode:
What is VolunteerMatch? A longing for community The four pillars of wellbeing Best practices Employee Input Physical, Financial, Emotional, Social, and Intellectual wellness VolunteerMatch's new campaign Get that GrinResources:
Get that Grin
VolunteerMatch
Edelman Trust Barometer
Quotes:
"One best practice is to think beyond the volunteer day."
"We shouldn't underestimate employees themselves being the key motivator for other employees."
"Most people rely on colleagures and their employer for information that they trust the most."
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As part of our series on the Future of Nonprofit Finance, Blackbaudâs Sarah Curry sat down with George Werbacher, the Senior Manager for Information Security at Blackbaud, to discuss how nonprofit organizations can prioritize cyber security in 2023. George talks through how organizations can see data security as an investment and highlights how implementing controls helps the organization do more to drive impact. He explains how organizations can do a âthreat modelâ to start an open dialog about where the risks are, including who is using data and how thatâs being used.
Resources:
Full Webinar: Speed-Round: Preparing for the Future of Nonprofit Accounting â Don't Get Left Behind! Compliance Risk Management for the Empowered Nonprofit Internal Controls Toolkit -
As part of the series Future of Nonprofit Finance, Blackbaudâs Sarah Curry sits down with Alex Wilson, the Co-Founder of The Giving Block to discuss why the conversation around cryptocurrency matters for nonprofit finance teams. They touch on some of the cryptocurrency trends and why organizations should think about owners of cryptocurrency as a donor demographic as well as a way to diversify revenue streams.
Topics covered:
Is cryptocurrency safe? How does it work? How is it tracked? How do taxes work?Resources:
Infographic: What Technological Era Is Your Nonprofit Finance Office In? -
In this excerpt of a conversation with Satonya Fair, President and CEO of PEAK Grantmaking, she encourages grantmaking organizations to rethink their relationship with risk. Instead of focusing on being responsible for the foundation, she recommends looking to how organizations build deeper relationships with applicants and grantees and be poised to be responsive to the needs of the community.
Resources: PEAK Grantmaking The Myth of Risk: Fear Not the Dragons, Funder Full Webinar -
For the past 10 years, the Blackbaud Institute Index has tracked year-over-year trends in philanthropy and annual giving statisticsâwith the goal of empowering organizations to know their sector and raise more, faster. Over this time, the Index has grown to track over $51 billion from over 8,500 organizations in the United States!
To celebrate weâve invited some of our most trusted advisors, industry experts, and friendly faces to lead virtual fireside chats, podcast episodes, and more! Todayâs episode of the sgENGAGE podcast features a conversation between Steve McLaughlin, Vice President of Product Management with Blackbaud and a senior advisor to the Blackbaud Institute, and Dr. Una Osili. A global expert on philanthropy and social innovation, Dr. Osili has more than two decades of experience in leadership, economic policy and research across the public and private sectors. She serves as the Associate Dean for Research and International Programs, Efroymson Chair in Philanthropy, and Deanâs Fellow for the Mays Family Institute on Diverse Philanthropy at the Indiana University Lilly Family School of Philanthropy.
There is no doubt that the giving landscape is shiftingâfrom the donors who are responding to the way they want to be engaged. In this excerpt from their longer conversation, Steve McLaughlin and Dr. Una Osili break down the data on the changing demographic in charitable giving and how fundraisers can leverage this information to grow alongside this new generation of donors.
Topics Covered in this episode:
The latest data on who is giving to charitable organizations, how they choose to give, and what drives them. Strategies to engage with a new generation of donors and prepare for the future.Resources:On demand, Blackbaud Institute Indexâs 10th Anniversary Celebration More from sgENGAGE and the Blackbaud Institute To receive quarterly updates on the Index straight to your inbox, subscribe to The Source newsletter.
Quote: âThere's a bit of a call to action for nonprofits and fundraisers: how do we engage the next generation of donors? We have four generations in the charitable landscape and a big part of our job ahead, our task ahead, and the work aheadâfor all of usâis engaging that next generation of donors.â â Dr. Una Osili
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