Episodes
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In this episode, Ligia Peña, a CFRE and president of Globetrotting Fundraiser, discusses the importance of legacy planning and starting a planned giving program for nonprofits. She emphasizes the need to understand donor engagement and focus on gifts and wills as the primary vehicle for planned giving. Ligia also highlights the importance of starting small, analyzing donor data, and seeking help from experts or consultants. The key takeaway is to just start and take small steps towards building a successful planned giving program.
TakeawaysLegacy planning and planned giving are essential for nonprofits to secure future funding.Focus on gifts and wills as the primary vehicle for planned giving.Understand donor engagement and non-financial indicators to identify potential planned giving donors.Start small, analyze donor data, and seek help from experts or consultants to build a successful planned giving program.
Chapters00:00 Introduction and Sponsorship
01:00 Ligia Peña’s Background and Inspiration for Globetrotting Fundraiser
02:53 The Importance of Legacy Planning and Fundraising for Nonprofits
05:12 Delving into Donor Data and Engagement
07:32 Different Types of Planned Gifts and Focusing on Gifts and Wills
09:58 Non-Financial Indicators and Engaging Donors Properly
11:23 The Role of Stewardship and Delighting Donors
13:51 Sprinkling Legacy Messaging in Existing Communication Tools
16:14 Starting with Gifts and Wills and Building from There
18:06 Avoiding Overwhelm and Focusing on Simple Strategies
20:59 Comparing Plan Giving in the US, UK, and France
25:26 Coaches Corner: Increasing Engagement of Nonprofit Email Newsletters
31:29 Starting a Plan Giving Program: Three Key Steps
38:36 Final Thoughts and Encouragement to Start Today
Guest BioLigia Peña, CFRE is President of GlobetrottingFundraiser, specializing in helping charities develop & implement their fundraising and legacy strategy. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.
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In this episode of IMPACTability: A Nonprofit Leaders Podcast, host Josh Hirsch, MS interviews Abby Jarvis from Neon One about the latest recurring giving report. The report examines the growth and changes in recurring giving from 2018 to 2022, focusing on three revenue bands: small nonprofits (less than $1 million), mid-sized nonprofits ($1-5 million), and large nonprofits ($5 million or more). The study reveals interesting trends and patterns in donor behavior and provides insights for nonprofits to improve their recurring giving programs.
Takeaways
Recurring giving has grown and changed over the past five years, with significant increases in donor engagement and philanthropic giving.Smaller nonprofits have shown tenacity in regaining revenue levels and donor engagement after a dip in 2019.Recurring donors give only 17% less than non-recurring donors, indicating that small nonprofits are doing a good job of inspiring their most committed supporters.Mid-sized nonprofits have the longest donor lifetimes, averaging over 10 years, suggesting they have effective strategies for building long-lasting relationships with their supporters.Large nonprofits have seen growth in revenue and donor numbers, but there is a need to focus on reconnecting with communities and diversifying donor bases.Nonprofits can start by enabling recurring donations and inviting donors to support them in this way. Experimentation and growth are encouraged.Tailoring suggested donation amounts based on donors' past support can have a significant impact on giving patterns.Now is the perfect time to start cultivating recurring donors, as the data shows that communities are ready to support nonprofits in this way.Chapters
00:00 Introduction to Impactability and Guest Introduction
01:29 Overview of the Recurring Giving Report
04:26 Trends and Patterns in Small Nonprofits
09:44 Building Long-Lasting Relationships: Mid-Sized Nonprofits
20:55 Challenges and Opportunities for Large Nonprofits
26:38 Getting Started with Recurring Giving
28:30 The Power of Tailored Suggested Donation Amounts
35:27 Conclusion and Final Thoughts
Guest Bio
Abby Jarvis is a writer, marketer, and Head of Content at Neon One. She’s passionate about giving nonprofits the tools they need to connect with their supporters. Her 10 years in the nonprofit technology industry have been dedicated to understanding how and why donors support their favorite causes, studying donor trends and behavior, and sharing data-backed best practices nonprofits can use to build successful fundraising programs.
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In this episode of IMPACTability: The Nonprofit Leaders Podcast, host Josh Hirsch, MS is joined by Julia Campbell to discuss the use of AI in nonprofit fundraising. They explore the benefits of using generative AI to create personalized donor journeys, analyze data for better fundraising strategies, and automate tasks to save time. They also discuss the ethical considerations of using AI, particularly in creating images and storytelling for sensitive topics. The conversation emphasizes the importance of having an AI usage policy and being transparent with donors. Overall, the episode highlights the potential of AI to enhance nonprofit fundraising and improve donor experiences.
Takeaways
Generative AI can be used to create personalized donor journeys, analyze data for better fundraising strategies, and automate tasks to save time.Ethical considerations should be taken into account when using AI, particularly in creating images and storytelling for sensitive topics.Having an AI usage policy and being transparent with donors is important to maintain trust and ensure ethical use of AI.AI has the potential to enhance nonprofit fundraising and improve donor experiences.Chapters
00:33 Introducing Julia Campbell
02:22 The Evolution of Digital Fundraising
03:20 The Role of AI in Fundraising
06:14 Ethics and AI in Nonprofit Fundraising
08:36 Using AI to Improve Fundraising
10:59 Analyzing Data for Better Fundraising Strategies
14:24 Creating Personalized Donor Journeys
18:53 Communicating with Different Stakeholders
21:18 Ethical Considerations in AI for Nonprofits
25:35 Transparency and Trust in AI Usage
30:22 The Power and Potential of AI in Nonprofit Fundraising
35:40 Closing Remarks and Contact Information
Guest Bio
Recently named one of the 25 most influential nonprofit thought leaders and one of the seven nonprofit thought leaders to follow on Twitter during the coronavirus crisis, Julia Campbell is on a mission to make the digital world a better place.
After spending two years in Senegal, West Africa with the US Peace Corps, working with NGOs and local villages, she started her career in the nonprofit sector, in roles that include development, marketing, and program management. In her current role, through speaking and consulting, she guides organizations of all sizes on the best uses of social media and storytelling to build communities, showcase impact, and advance their causes.
Julia wrote her book Storytelling in the Digital Age: A Guide for Nonprofits as a roadmap for social change agents who want to build movements using engaging digital storytelling techniques. Her second book, How to Build and Mobilize a Social Media Community for Your Nonprofit, was published this year.
Julia launched Social Media for Social Good...
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In this episode, host Josh Hirsch interviews Tara Tomcsik-Husak, President and CEO of the Troy Chamber of Commerce, about the importance of collaboration in the nonprofit sector. Tara emphasizes the need for nonprofits to minimize competition and work together to make a bigger impact. She shares examples of successful collaborations, such as partnering with local businesses and other nonprofits to drive their missions. Tara also discusses the importance of networking, asking for feedback, and being open-minded to learn from others. She encourages nonprofits to join chambers of commerce, attend conferences, and connect with other organizations to find collaborative opportunities.
Takeaways
Collaboration in the nonprofit sector is about minimizing competition and working together to make a bigger impact.Nonprofits can partner with local businesses and other organizations to drive their missions and create a well-rounded approach.Networking and connecting with other organizations is essential for finding collaborative opportunities.Asking for feedback and being open-minded to learn from others can help nonprofits grow and improve.Joining chambers of commerce, attending conferences, and researching other organizations can lead to collaborative partnerships.Chapters
00:00 Introduction to IMPACTability and Nonprofit Leaders podcast
03:18 Tara's nonprofit journey and founding Feline Fund
05:59 The importance of collaboration in the nonprofit sector
09:18 Finding collaborative opportunities
15:21 The benefits of being vulnerable and asking for help
27:47 Wrap-up and final thoughts
Guest Bio
Tara Tomcsik-Husak brings over 20 years of experience in non-profit management, the arts, and hospitality industries. She is enthusiastic and passionate about developing loyal community/ business relationships while making an impact.
She currently serves over 700 businesses/nonprofit organizations in her role as President/ CEO of the Troy Chamber of Commerce, fostering relationships and connectivity for businesses to collaborate and grow. In this role, she is responsible for the Chamber’s business retention/expansion, infrastructure, workforce/education, health and safety, civic innovation, and collaboration with city and county governmental agencies and other economic development organizations. She also serves as chair of the Nonprofit Network where she hosts monthly educational forums and a nonprofit management conference for over 75 nonprofits.
Her career started in hospitality, working in operations and sales in numerous hotel and restaurant chains. She transitioned into the nonprofit field starting in corporate development and grassroots fundraising for the American Heart Association for Washtenaw County and quickly progressed into serving as the Vice President of Mission Advancement, encompassing mission development and engagement across the Midwest.
After working at the AHA, she served as the Executive Director of Mosaic Youth Theatre of Detroit, fulfilling the mission, to empower young people to maximize their potential through professional performing arts training and the creation of theatrical and musical art that engages, transforms and inspires. She served as the executive leader and manager for financial operations, administrative operations, fund development, grant writing/reporting, human resources, and marketing and communications. In addition, she served and represented the organization as the spokesperson, promoting the mission and its activities to the board of directors, foundations, corporations, volunteers, community partners, media, and donors.
Her work as an actress and vocalist provided her with the ability to travel the world. Performing professionally in theatres and concert halls in the Netherlands, Switzerland, Greece,...
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In this episode, David Targonski, a nonprofit development expert, shares his insights on the power of direct mail in fundraising. He emphasizes that direct mail is not dead and can still be an effective tool for nonprofits to raise funds. He discusses the advantages of direct mail over email, highlighting the tactile nature of mail and the higher likelihood of response. Dave also provides tips on how to make direct mail stand out, such as using different envelope sizes and colors. He emphasizes the importance of storytelling and personalization in direct mail campaigns. Additionally, he discusses the role of direct mail in identifying major gift prospects and the importance of stewardship in building donor relationships.
Takeaways
Direct mail is still a powerful tool for fundraising and can be more effective than email in certain situations.Using different envelope sizes, colors, and personalization can make direct mail stand out and increase response rates.Storytelling and personalization are key components of successful direct mail campaigns.Direct mail can be used to identify major gift prospects and build donor relationships.Stewardship is crucial in maintaining and growing donor support.Chapters
01:04 The power of direct mail in fundraising
14:16 The role of storytelling in direct mail
29:30 Using direct mail to identify major gift prospects
35:19 Tips and techniques for making direct mail stand out
39:36 The importance of stewardship in direct mail fundraising
Guest Bio
David Targonski, Director of Development at St. Michael the Archangel Parish and School, has worked in nonprofit development for more than 24 years serving in various roles and responsibilities from Annual Giving to Planned Giving to Direct marketing. He has raised more than $100 million in his career.
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Summary
Amy Brand, CEO of Philanthropy Tank, discusses the organization's mission to empower the next generation of leaders in the nonprofit sector. Philanthropy Tank works with high school students to develop and launch their own social impact programs. The students go through a rigorous application process and receive funding and mentorship to bring their ideas to life. The program focuses on teaching leadership skills, collaboration, and critical thinking. Philanthropy Tank has seen success with many of its programs becoming formal 501(c)(3) organizations. The organization is also expanding to new cities, with plans to launch in Chicago.
Takeaways
Philanthropy Tank empowers high school students to develop and launch their own social impact programs. The program focuses on teaching leadership skills, collaboration, and critical thinking. Many of the programs started through Philanthropy Tank have become formal 501(c)(3) organizations. The organization is expanding to new cities, with plans to launch in Chicago.Chapters
00:00 Introduction to IMPACTability and Philanthropy Tank
06:19 In Pursuit of Greatness: Guiding the Next Generation of Leaders
13:45 Empowering Change Makers: The Mission of Philanthropy Tank
26:42 Supporting the Leaders of Our Next Generation
Guest Bio
Amy Brand has over 25 years of nonprofit experience in the South Florida community. She received her bachelor’s degree from the University of Florida and her Masters in Nonprofit Management from Florida Atlantic University. Amy’s first professional nonprofit position was as the Area Development Director of the Broward County American Cancer Society. In 2001, she moved to Bethesda Hospital Foundation and worked with the organization for almost 13 years serving in various capacities including Special Events Director, Corporate Partners Director and Major Gifts Director. From there, Amy served as the Chief Development Officer for Habitat for Humanity of Palm Beach County where through strategic partnerships and donor relations, she increased revenue over 500%.
Amy now serves as the CEO of Philanthropy Tank, an organization dedicated to working with teens to develop student-driven, sustainable programs that create solutions and address issues facing their communities. She oversees operations in Palm Beach County and Baltimore, as well as future expansion efforts.
Amy is the past president of the Executive Women of the Palm Beaches Foundation, past president of the Association for Women in Communications (AWC), Atlantic Florida Chapter serving Broward, Dade, and Palm Beach counties, as well as a past president of the Palm Beach County chapter of the Association of Fundraising Professionals (AFP.) She is a graduate of Leadership Palm Beach County and a sustaining member of the Junior League of Boca Raton. She received her designation as a Certified Fund-Raising Executive (CFRE) in September 2013 and was awarded Outstanding Fundraising Professional in 2020 by AFP Palm Beach County.
She currently serves as a co-chair of the Leadership Palm Beach County Grow program, a leadership program for high school juniors from area schools.
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy -
In this episode of IMPACTability, host Josh Hirsch interviews Molly Goodman, the Executive Director of the Midas Collaborative. They discuss the importance of grassroots advocacy and empowering younger generations to have a voice. Molly shares her experience in the nonprofit sector and how she got involved in advocacy work. They also discuss the role of social media, particularly Twitter, in mobilizing and engaging advocates. Molly emphasizes the need for collaboration and reaching people where they are, especially through digital platforms. They also touch on the use of data in driving decision-making and fundraising strategies.
Molly Goodman is the Executive Director of The Midas Collaborative. She has dedicated her career to supporting affordable housing, homeownership and wealth building opportunities for low- and moderate-income residents of MA, serving as the Manager of Counseling and Homeownership for Allston-Brighton Community Development Corporation, as a Graduate Fellow with the Brookline Housing Authority, and as a founding board member and Board President of Abundant Housing of MA. Molly’s career in public service began in 2014 as a Foreclosure Prevention Associate with Urban Edge, under a program of the Massachusetts Attorney General’s Community Based Home Corps. She is a current member in good standing of the Massachusetts Bar and a graduate of Boston Latin School, the University of Massachusetts Amherst, and Suffolk University Law School.
Takeaways
Grassroots advocacy is crucial for empowering younger generations and giving them a voice in important issues.Social media, particularly Twitter, can be a powerful tool for mobilizing and engaging advocates.Collaboration is key in advocacy work, and it's important to reach people where they are, especially through digital platforms.Data-driven decision-making is essential in nonprofit organizations, particularly in fundraising strategies.Chapters
01:29 Background on the Midas Collaborative
05:52 The Power of Social Media in Mobilizing Advocates
08:42 Collaboration and Reaching People Where They Are
14:04 The Importance of Data in Nonprofit Decision-Making
27:36 The Changing Perception of Nonprofit Careers
31:26 Conclusion and Contact Information
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This podcast uses the following third-party services for analysis:
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In this episode of IMPACTability, The Nonprofit Leaders Podcast, host Josh Hirsch interviews Tony Beall, a trusted and award-winning social enterprise leader, about creating a philanthropic mindset and cultivating a sense of generosity. They discuss the importance of employee giving, the donor experience, and the need for ongoing professional development in the nonprofit sector. They also explore ways to foster a philanthropic mindset in the next generation and the role of technology in diversifying nonprofit revenue streams. The episode concludes with a Coaches Corner segment on steps to diversify nonprofit revenue streams.Guest BioTony Beall is a trusted and award-winning social enterprise leader, educator, author, and speaker; celebrating over 20 years of diverse nonprofit experience. He has had the honor of serving organizations across the United States and internationally. His guidance and leadership have catapulted organizations to greater levels of sustainability, community engagement, and mission relevance.Tony leapt into the nonprofit sector in 1998, after a successful 12-year career with American Express. He has served nonprofit organizations in fundraising, operations, marketing, and senior leadership roles. Fast track to 2010, when Tony realized a vision and launched Mister Nonprofit Consultancy, Inc. A consulting firm focused on social impact through the regional and global development of social enterprise. It is through his work as "Mister Nonprofit" that he connected with National University in 2018, and soon became a full-time team member as the Director of the Institute of Philanthropy. He currently serves National University as the Sr. Director, Center for Development & Advancement at NU Academies.Tony has an undeniable passion for the nonprofit sector, social impact, and supporting the success of others. He resides in Fort Lauderdale, FL.Takeaways Employee giving is important for creating a philanthropic mindset within nonprofit organizations. Understanding the donor experience is crucial for effective donor stewardship. Ongoing professional development is essential for nonprofit leaders at all levels. Fostering a philanthropic mindset in the next generation requires providing access, pathways, and tools for engagement. Diversifying nonprofit revenue streams can be achieved through grant programs, expanding donor bases, major gifts, planned giving, program fees, and earned income. Technology can play a significant role in diversifying revenue streams and engaging donors. Taking calculated risks is necessary for nonprofit growth and sustainability.
Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review.Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.Got a question that you’d like to ask a nonprofit professional? Email your questions to [email protected] and listen to next episode to see if your question gets answered!
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In this episode of IMPACTability, host Josh Hirsch interviews Daniel Samuels, the Director of Philanthropy for the Second Harvest Food Bank of Central Florida, about sustaining donor relationships. They discuss the challenges and opportunities that arose during the COVID-19 pandemic, which led to a significant increase in donors for the food bank. Dan shares how they adapted their systems, operations, and staffing to engage and steward these new donors. They also talk about the importance of storytelling, personalization, and relationship-building in donor retention. The episode concludes with a segment of Coaches Corner, where Sheryl Soukup discusses balancing mission-driven work with the business aspects of running a nonprofit.Guest BioFor the past 5 years, Daniel Samuels has served as the Director of Philanthropy for Second Harvest Food Bank of Central Florida. In his role, Dan has the opportunity to engage directly with individual and corporate donors and represent the organization through media and speaking engagements. For the 10 years before joining the Second Harvest team, Dan worked as a fundraising professional at two well-respected organizations in Central Florida, Devereux and Central Florida Hillel. Outside of his professional role, Dan served on the board of directors and is a past president for the Association of Fundraising Professionals, Central Florida Chapter. He has also been an instructor at the Edyth Bush Institute for Philanthropy and Nonprofit Leadership at Rollins College. When not at work, Dan enjoys spending time with family and friends. He and his wife, Ashley, are animal lovers and have two dogs and two cats. Dan considers himself to be pretty handy and enjoys spending time working on their home.Takeaways The COVID-19 pandemic presented challenges and opportunities for nonprofits, including a significant increase in donors for the Second Harvest Food Bank of Central Florida. Adapting systems, operations, and staffing is crucial to effectively engage and steward new donors. Storytelling, personalization, and relationship-building are key strategies for donor retention.
Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review.Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.Got a question that you’d like to ask a nonprofit professional? Email your questions to [email protected] and listen to next episode to see if your question gets answered!
This podcast uses the following third-party services for analysis:
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In this episode of IMPACTability, The Nonprofit Leaders Podcast, host Josh Hirsch interviews Jessica Cecere, former CEO of Nonprofits First, about nonprofit collaborations. They discuss the importance of partnerships and collaborations in the nonprofit sector, especially during times of crisis like the COVID-19 pandemic. They also explore the difference between formal and handshake partnerships and when each is appropriate. Jessica shares a case study of a collaboration between the Edna Runner After School Center and Families First, highlighting the benefits of immediate partnerships in times of need. They also discuss the value of networking with fellow nonprofits to find potential collaborations.
The conversation then shifts to the taboo topic of nonprofit mergers and when it may be necessary for two organizations to come together as one. Jessica emphasizes the importance of assessing board and staff commitment, organizational capacity, and the alignment of strategic plans before considering a merger. They also discuss the challenges and benefits of mergers and the need for professional guidance throughout the process.
The episode concludes with a segment of Coaches Corner, where Stanton Cadow, CFRE, discusses how to assess the feasibility of a capital campaign for a nonprofit, including the importance of board and staff commitment, crafting a compelling narrative, and seeking professional guidance.
Guest Bio
Jessica Cecere is the Chief Executive Officer of Nonprofits First, Inc. and has over 32 years of nonprofit leadership experience. Ms. Cecere has also been a small business shareholder, a consultant, and an active community volunteer. She earned a Bachelor’s Degree from Florida State University. She is a BoardSource Certified Governance trainer and a Certified True Colors Facilitator. In years past, Jessica was also a Certified Consumer Credit Counselor and a Certified Counselor for the Department of Housing and Urban Development (HUD).
Ms. Cecere is an expert in board governance, nonprofit management, leadership facilitation and personal finance and has appeared in numerous local and national publications. Cecere was a long time local television media source in the area of credit and personal finance, as well as, serving as a frequent guest host on Clear Channel Radio’s WJNO morning news.
Jessica Cecere has a long history of community involvement with many community service and nonprofit organizations. She is a graduate and active alumnus of Leadership Florida and Leadership Palm Beach County. Jessica also serves as a volunteer on numerous committees. Jessica has served on 12 plus nonprofit boards and advisory councils from 1992 – 2023. Jessica is currently serving as a Board member for the Better Business Bureau of Southeast Florida and the Caribbean and Leadership Palm Beach.
Jessica is a recipient of the 2022 Women in Leadership Award for the Executive Women of the Palm Beaches Foundation and a recipient of the 2022 Leadership Palm Beach County Presidents Award.
TakeawaysPartnerships and collaborations are crucial in the nonprofit sector, especially during times of crisis.Formal partnerships are necessary for long-term collaborations, while handshake partnerships can be suitable for short-term projects.Networking with fellow nonprofits is essential for finding potential collaborations and expanding your organization's reach.Nonprofit mergers should be considered when there is a financial or operational need, and when the missions of the organizations... -
In this episode, the host discusses leadership with Dan Blakemore, the vice president of philanthropy at the Conservancy for Cuyahoga Valley National Park. They explore the qualities of a good leader, the importance of adapting to change, and the commitment to learning. They also discuss how leaders can motivate their teams and embrace new technologies. The conversation concludes with a discussion on succession planning and measuring the social impact of nonprofit work.
Takeaways
A good leader is someone who lives the mission, encourages others, and leads by example.Leaders need qualities such as good relationship management, the ability to take direction, strategic thinking, and inclusivity.Leaders must be open to new ideas and adapt to changes in the nonprofit sector.Succession planning is important for ensuring the continuity of leadership within an organization.Measuring the social impact of nonprofit work involves setting smart objectives, distinguishing between outputs and outcomes, and being transparent with stakeholders.Dan Blakemore, CFRE is Vice President of Philanthropy at the Conservancy for Cuyahoga Valley National Park.
Throughout his more than 15 years in non-profit fundraising, he has worked in museums, the performing arts and higher education.
Dan is an active member of the Association of Fundraising Professionals (AFP), where he serves as the U.S. Political Action Committee Vice Chair and a member of the Government Relations Committee. He is a board member and past President of AFP’s Northeast Ohio Chapter.
Dan serves his community as a Diversity on Board Coach with Leadership Akron, as a Trustee of the African American Archives Auxiliary at Western Reserve Historical Society, and on the boards of Cuyahoga Arts & Culture and the National Park Friends Alliance. He is a proud graduate of both Howard University and New York University’s Robert F. Wagner Graduate School of Public Service.
He lives in Northeast Ohio with his wife and three young kids.
Chapters
00:33 Guest Introduction
01:32 Defining a Good Leader
03:09 Adapting to Change
04:03 Commitment to Learning
05:23 Staying Connected in a Pandemic
06:20 Motivating the Team
08:19 Embracing New Technologies
09:37 Succession Planning
16:09 Identifying Future Leaders
35:15 Coaches Corner: “how can we effectively measure the social impact of our nonprofit’s work?“
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Got a question that you’d like to ask a nonprofit professional? Email your questions to [email protected] and listen to next episode to see if your question gets answered!
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In this episode, host Josh Hirsch discusses the power of AI in nonprofits with guest Cherian Koshy. They explore Cherian's journey into AI and how it can be used to make nonprofits more efficient and effective. They also discuss the steps to getting started with AI and the future of AI integration in the nonprofit sector. They emphasize the importance of responsible use of AI and transparency in its implementation. In the Coaches Corner segment, Jacob Wenge shares insights on building a sustainable volunteer program.
Takeaways
AI has the power to make nonprofits more efficient and effective.Getting started with AI involves aligning values, defining goals, and exploring different tools.Responsible use of AI requires transparency and ethical considerations. AI Usage Policy: https://resources.workable.com/ai-tool-usage-policyBuilding a sustainable volunteer program involves defining goals, aligning expectations, and empowering volunteers.Chapters
00:34 The Power of AI in Nonprofits
05:25 The Impact of AI on Jobs
07:50 Using AI for Efficiency and Effectiveness
08:18 Steps to Getting Started with AI
09:45 Building Trust and Aligning Values
10:37 The Future of AI Integration
13:29 Responsible Use of AI
14:55 Transparency and Disclosure
37:55 Coaches Corner: “What are the Best approaches on building a sustainable volunteer program?”
Guest Bio
Cherian Koshy is a Certified Fundraising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), & AFP Master Trainer. He founded the NonprofitOS, a generative AI platform designed to help organizations maximize their impact, which was acquired by iWave. Before starting NonprofitOS, Cherian spent more than 25 years working in the nonprofit sector, working with thousands of donors and raising more than 100 million for various organizations and causes. He proudly serves as the Vice Chair of Professional Development on the AFP Global Board. He is a sought-after trainer and keynote speaker, and his thought leadership has been featured in several publications.
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Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review.
Got a question that you’d like to ask a nonprofit professional? Email your questions to [email protected] and listen to next episode to see if your question gets answered!
This podcast uses the following third-party services for analysis:
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In this episode, host Josh Hirsch interviews Meredith Rae Feder, Deputy Director for the Museum of Discovery and Science, about vision and action in nonprofit leadership. They discuss starting and completing capital campaigns, building a high-performing team, balancing long-term goals and short-term needs, building a professional network, and hiring team members with complementary skills.
Takeaways
Believing in the mission and having a passion for the work are critical for success in nonprofit management.Building a high-performing team is essential for completing successful campaigns and achieving organizational goals.Striking a balance between long-term goals and short-term needs requires setting aside time for strategic thinking and seeking input from trusted colleagues.Building a professional network and seeking out resources and mentorship opportunities are important for personal and professional growth in nonprofit leadership.Chapters
05:06 Starting and Completing Capital Campaigns
07:16 Building a High-Performing Team
08:57 Hiring Team Members with Complementary Skills
20:00 Building a Professional Network
24:30 Coaches Corner: How can we engage corporate partners in a mutually beneficial way
Guest Bio
Meredith Ray Feder serves as the Deputy Director for the Museum of Discovery and Science. As a member of the executive team, Feder is responsible for setting departmental goals, generating $12M in earned revenue and philanthropic support annually. During her tenure at MODS, she has also overseen two capital campaigns. By connecting advancement and engagement elements to the mission of the institution, Feder and her team have been successful in enhancing the reputation, relationships and resources of the organization, emphasizing partnerships, outcomes and impact.
Feder is a leader in nonprofit management and brings over 20 years of strategic advancement, operational, marketing and communications experience to the Museum of Discovery and Science. Prior to joining the museum, she was senior director of advancement for Gulliver Schools, one of largest private schools in South Florida. In this role, Feder oversaw development, marketing, branding, publications, web content management, public and community relations, divisional operations, government and community relations, alumni relations, social media and strategic partnerships.
She has also held positions with Pensacola Museum of Art, Northwest Florida Ballet, and Starlight Children’s Foundation. Feder graduated with a Bachelor of Arts in art history and studio arts from the University of West Florida, a certificate in fine and decorative art appraisal from New York University and a master’s in arts administration from Florida State University and is a Certified Fundraising Executive (CFRE) professional and a graduate of the Getty Leadership Institute program for museum professionals.
Her industry contributions have earned the Broward Chapter of Association of Fundraising Professionals the Ten Star designation for accomplishments toward the association’s strategic plan and have earned institutions various Hermes Creative Awards, Muse Awards, Audio Visual Arts Awards, Communicator Awards and National Medallion by the Institute for Museum and Library Services for excellence in the industry. In addition, Feder was recognized as the Outstanding Fundraising Professional of the Year by the Broward Chapter of AFP, as the Mother of the Year by Health Mothers Healthy Babies and a Distinguished Fellow by the Association of Fundraising Professionals Global.
She is a past president of the Association of Fundraising Professionals’ Broward Chapter as well as the Greater Florida Caucus, a professional mentor in the...
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In this episode, Dave Tinker discusses the importance of accessibility in fundraising. He shares his personal connection to the disability community and explains why making the world more inclusive is his passion. Dave provides practical tips for interacting with constituents with disabilities and highlights the curb cut effect in fundraising. He also discusses the importance of incorporating accessibility features on websites and social media platforms. Dave emphasizes the ethical and strategic importance of accessibility, and encourages organizations to stand out by prioritizing accessibility in their communications. He concludes by providing his contact information for further discussion.
Takeaways
Incorporating accessibility in fundraising is important to ensure inclusivity for all potential donors.Interacting with constituents with disabilities should be done in a way that is accessible and accommodating.Websites and donation pages should include accessibility features such as alt tags and high contrast colors.Direct mail should also consider accessibility through large fonts and clear layouts.Tracking data, on donors with accessibility needs, can help organizations better understand and serve this audience.Building websites and communications with accessibility in mind is both ethical and strategic.There are various tools and resources available to help organizations improve website accessibility.Guest Bio
Dave is Vice President of Advancement at Achieva and a consultant with GoalBusters Consulting. In these roles he raises funds and helps nonprofits with their communications. He was also an adjunct professor of informatics at Muskingum University for over a decade.
A certified Association of Fundraising Professionals (AFP) Master Trainer, Dave received the Outstanding Fund Raising Executive Award from the AFP Western PA chapter in 2013. In October 2016, he was honored by AFP International as one of six in the inaugural class of Distinguished Fellows. Dave has published numerous articles in professional journals and has written fundraising curriculum for The Fund Raising School® at the Lilly Family School of Philanthropy at Indiana University and the Alliance for Strong Families and Communities.
Dave is a past president of the AFP Western PA chapter and has served in many volunteer roles for AFP International and his own chapter.
In addition to AFP, Dave has served as a member of the Ethics Committee for the Grant Professionals Association where is also an approved trainer.
Dave received a Master of Public Affairs with a concentration in Nonprofit Management from the Lilly Family School of Philanthropy at Indiana University. He received a Bachelor of Arts in Chemistry and English and a Master of Information Strategy, Systems and Technology from Muskingum University. He is also a graduate of Leadership Works - Indianapolis, Class III and the National Leadership Consortium on Developmental Disabilities at the University of Delaware, Class 44.
Chapters
02:03 Dave's Passion for Accessibility in Fundraising
03:26 Incorporating Accessibility in Daily Interactions
04:53 The Curb Cut Effect in Fundraising
05:56 Interacting with Constituents with Disabilities
06:04 Technological Considerations for Website Donation Pages
07:36 Using Alt Tags on Social Media Platforms
08:32 The Future of Accessibility in Fundraising
10:45 Tips for Creating Accessible Websites and Donation Pages
12:56 Considerations for Direct Mail Accessibility
17:37 Tracking Data on Donors with Accessibility...
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On this week’s episode of IMPACTability® we are joined by James Woller, the International Executive Director for Thrive For Good. James discusses partnerships in the nonprofit sector, giving expert testimony on how to find the right partners, the challenges you may face, and the benefits you can gain. By the end of this episode, you'll learn how to change your organization's culture in order to strategically find beneficial partnerships that will grow your nonprofit to a higher level of impact!
Thrive For Good empowers people with the training and simple tools they need to grow an abundance of healthy, organic, disease-fighting foods for life — sustainably. He started his first partnership when he was nine years old, using the money he made from cutting lawns. His experience over the years has helped him take small organizations and scale up, and his work at Thrive is impacting hundreds of thousands of people.
Highlights
Introductions 00:30James Woller - Background info 02:40First steps of finding the right partner 04:50James' 5 signifiers of a successful partnership 07:00Example of how two nonprofits can work together and grow from a partnership 08:40Why are nonprofit organizations hesitant to partner with other organizations? 10:50How can your nonprofit organization be optimized for working with others? 17:00Forecast for the future of nonprofits, will partnerships change the game? 20:10Wanna get started today? Here's what you need to know 21:15Coaches Corner - "Given the recent hurricane, what tips do you have for emergency preparedness?" 24:40Got a question that you'd like to ask a nonprofit professional? Check out the Coaches Corner in every episode, where our Impact Coaches answer your questions regarding your nonprofit. Email your questions to [email protected] and listen to next week’s episode to see if your question gets answered!
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On this week’s episode of IMPACTability®, we are joined by Liz Liston, Chief Development Officer at HOPE Atlanta. We’ll look at different aspects of data and get expert tips on how it can help you. Get ready for a deep dive into data with this week’s episode of IMPACTability®!
HOPE Atlanta was founded in the early 1900s, and it is the regions most established agency dedicated to fighting homelessness. With over 120 years in service, their mission remains the same. They aspire to end homelessness, one individual at a time. They accomplish this mission through housing and food programs aimed at helping the most vulnerable.
Highlights
Introductions 00:30HOPE Atlanta fundraising backstory 02:18How did you grow your database? 04:21Why should you collect data? 05:22Why nonprofits are behind on data 07:00Where do we start with growing our database? 08:33What type of data should nonprofits be collecting? 10:13Donor management software 12:28Conversion strategy 15:27Best practices for donor data 17:40“People don’t need what we are selling” 19:49Technology tips 20:52One thing to add to donor collection that you might not be looking or asking for 22:07Coaches Corner Question "How do you celebrate your organizations anniversary in order to get the most out of it publicly?" 23:39Got a question that you'd like to ask a nonprofit professional? Check out the Coaches Corner in every episode, where our Impact Coaches answer your questions regarding your nonprofit. Email your questions to [email protected] and listen to next week’s episode to see if your question gets answered!
Engage with other nonprofit professionals by joining our IMPACTability® Facebook community!
Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting
app.
Leave a review: They're extremely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave us a review.
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On this week's episode of IMPACTability®, we are joined by Joshua Borenstein, Art Executive and Yale Lecturer on "Theatre Organizations." We'll look at the value of a proper succession plan and get expert tips on how to achieve the best possible results regardless of the situation. Save yourself from the future headaches with this week's episode of IMPACTability®!
About Joshua Borenstein:
As a teacher, he has been a Lecturer in Theater Management at the David Geffen School of Drama at Yale since 2017. He served at Long Wharf Theatre for 13 years, including eight as its Managing Director, and he guided the organization through three different leadership transitions. Josh was recognized in Connecticut Magazine’s “40 Under 40: Class of 2014.” He is also a graduate of Wesleyan University and Yale University's David Geffen School of Drama.
Highlights
Introductions 0:30Why succession plans can be "scary" 2:00Who should create the plan? 2:30Is a succession plan as important as policy? 3:40Best practices for making a plan 4:18Beware of ego's, stick to missions 6:27How often should nonprofits assess their own leadership? 7:20Should you have multiple plans? 8:45Josh's Interim leadership story 13:00Should a nonprofit include interim leadership in their plan? 16:20Do interim Leaders have a say in the choice for the next director? 17:29How to motivate staff during a surprise leadership change 18:40Dealing with the donors 20:58Coaches corner 22:59Got a question that you'd like to ask a nonprofit professional? Check out the Coaches Corner in every episode, where our Impact Coaches answer your questions regarding your nonprofit. Email your questions to [email protected] and listen to next week’s episode to see if your question gets answered!
Engage with other nonprofit professionals by joining our IMPACTability® Facebook community!
Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.
Leave a review: Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave us a review.
This podcast uses the following third-party services for analysis:
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This week is a special episode of IMPACTability® as we celebrate our 50th episode by highlighting some of the best nonprofit tips, tricks, and resources that our experts have shared with us on the podcast. We have hand-picked some of the best segments from our first fifty episodes, featuring guests who have shared their expertise in the nonprofit sector. It's IMPACTability's Greatest Hits!
Highlights
Introductions 0:30Common donor development mistakes. 1:30(With Lou Traina, Senior Consultant at Soukup Strategic Solutions.)
What is world class stewardship and how do you get there? 2:45(With Mark Litzler, Director of Institutional Giving at The Cleveland Orchestra.)
What are nonprofits missing with fundraising? 4:11(With Tim Kachuriak, Founder and Chief Innovation and Optimization Officer for NextAfter.)
The who, what, when, where, and why of donors 5:10(With Tim Sarantonio, Director of Corporate Brand at NeonOne.)
Why are some nonprofits tech shy? 6:32(With Aby Jarvis, Nonprofit Education Manager at Qgiv)
New developments in fundraising 7:45(With Nidhi Doshi, The Founder of PayBee)
Benefits of donor research and tips for the field 9:30(With Daryl Moser, Business Developement Manager at DonorPerfect )
How to get media publicity 13:45(With Kimberly Lohman-Clapp, Founder & CEO at Golden Hour Communications, LLC)
Website identity thieves 17:00(With Jeanne Seewald, Trademark, Copyright, and Licensing Board Certified Intellectual Property Attorney)
Advice on nonprofit collaborations 20:00(With Jayson Roa, President and Chief Executive Officer at Avow Hospice, Inc.)
Risk mitigation 22:00(Tony Olivo, Senior Vice President, Software Engineering at FlexGen®)
How to handle a Board, tips and tricks 26:30
(With Jamie Ross, the President and CEO of the Florida Housing Coalition.)
Executive succession plans 28:00
(With Peggy Monson, Nonprofit Consultant at Soukup Strategic Solutions)
Engage with other nonprofit professionals by joining our IMPACTability® Facebook community!
Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.
Leave a review: Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave us a review.
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On this week's episode of IMPACTability®, we're joined by special guests Angelique Keys and Robert Paul. Angelique is the Director of Fundraising for Soukup Strategic Solutions, while Robert is a business owner and entrepreneur. These incredibly experienced guests break down everything you need to know about stewardship. Plus, they both offer some amazing tips and tricks to give your stewarding efforts a boost.
Angelique Keys is a gifted fundraiser with over 18 years of experience in a variety of fundraising roles. Robert Paul is a business leader and entrepreneur with 35 years of B-to-B sales experience. He enjoys partnering with nonprofits to help support their missions.
Highlights
Introductions 1:30What is donor stewardship? 2:20Does the level of gift matter? 5:00How to offset expensive gift prices 8:07Story about stewarding a donor into a larger gift 9:13Sponsored by 13:00Second Introductions 14:00What to keep in mind with stewardship 15:00Custom Glasses story 15:30Is there a standard gift or is unique better? 19:30What do you get the person who has everything? 22:00Got a question that you'd like to ask a nonprofit professional? Check out the Coaches Corner in every episode, where our Impact Coaches answer your questions regarding your nonprofit. Email your questions to [email protected] and listen to next week’s episode to see if your question gets answered!
Engage with other nonprofit professionals by joining our IMPACTability® Facebook community!
Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.
Leave a review: Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave us a review.
This podcast uses the following third-party services for analysis:
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On this week's episode of IMPACTability®, we're joined by highly acclaimed author Darcy Eikenberg. Her book, "Red Cape Rescue: Save Your Career Without Leaving Your Job" details how someone can navigate a challenging job market in order to position themselves into a better career. So what about you? Are you looking for a job or already have one that might not be right? Maybe you're just ready for a new challenge or change of pace. Should you stay put in your current job? Whatever your situation, we have the answers for you!
Darcy’s work focuses on helping leaders and high-performing professionals manage through times of constant change. With over 20 years’ experience working with top companies around the world, she strives to bring her clients a practical, real-life perspective that creates true business and personal results, but with a touch of humor and heart as well.
Her clients have included Aon, Mondeléz International, State Farm, The Coca-Cola Company, and Deloitte, among others. She speaks inside companies at leader and team development events, as well as for professional associations such as the Public Relations Society of America (PRSA) and the Society of Actuaries (SOA). Darcy is a frequent guest of the media and has been quoted in the Harvard Business Review, ThriveGlobal, Forbes, CNN.com, and the Atlanta-Journal Constitution among others.
You can purchase a copy of her new book, “Red Cape Rescue” from Amazon.
Giveaway: If you want a chance to win a signed copy absolutely free, just leave a review of the podcast wherever you like to listen to the show. You’ll be automatically entered for the giveaway and the winner will be announced on next week’s episode!
Highlights
Introductions 1:34Darcy's Journey 2:30Why should I stay at my job? 4:30What can you do to make staying put possible? 6:35How do you manage your career? 8:46Signed Book Giveaway! 10:50Does working in the nonprofit industry change anything? 11:20The process of making the "Red Cape Rescue." 12:54Sponsored Message 15:00How do I get a raise? 16:45How do we know when to move on? 20:38Got a question that you'd like to ask a nonprofit professional? Check out the Coaches Corner in every episode, where our Impact Coaches answer your questions regarding your nonprofit. Email your questions to [email protected] and listen to next week’s episode to see if your question gets answered!
Engage with other nonprofit professionals by joining our IMPACTability® Facebook community!
Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.
Sponsored by: Major gifts are the ultimate source of funding for nonprofits, they can help fulfill your mission and achieve your vision. Having a strong major gifts program should be a priority, but where do you begin? The best place to start is with Soukup Strategic...
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