Beyond The Donation (DonorDock.com)
Explore every episode of Beyond The Donation
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 13 Feb 2023 | Building Relationships Builds Tables (and Houses!): Interview with Anna Larson, CCRI | 00:26:52 | |
Our Guest: Anna Larson, Development & Communications director at CCRI About CCRI: CCRI provides services for people with disabilities, using five different programs that currently support 450 people who need assistance. CCRI has 550 team members, 475 of whom are direct care caregivers, with 75 case managers and administrative staff. Fundraising team is four of those administrative team members, none of whom are able to be dedicated to fundraising full time. (3:57) Tablescapes Event: Equivalent to a "gala" event, but less formal. (10:55) Post Event Process following Tablescapes (15:40) Economical [Inflation] Impacts & Budget Planning Process (19:00) How to not oversaturate donors Golden BTD Nugget: Find what works and what donors respond best to. Find what is most successful and focus on that rather than focusing on every available fundraising opportunity. “We pick and choose what is the most successful for us and what hasn’t been as much so we’re not spending all our time and effort on something that isn’t going to be very fruitful.” - Anna Larson “Keeping good data and being good stewards of data is really important for modern nonprofits.” - Matt Bitzegaio Anna’s Pro Tip: A personal touch is so very important. Picking up the phone to call, thank, and update donors, inviting donors to see the impact of their donation, and keeping them informed by utilizing personal contact with individualized interaction is key. More About CCRI: More About Anna Larson: To Connect With Beyond The Donation Podcast: DonorDock on FB DonorDock on LinkedIn DonorDock on Twitter Matt on LinkedIn | |||
| 18 Apr 2023 | From Pandemic Pitfalls to Philanthropic Windfalls: Rachel Cardwell/Friends of the Children Central Oregon | 00:33:45 | |
Our Guest: About Friends of the Children Central Oregon: While FOTC has been around for about 30 years, with the original chapter being founded in Portland, OR, Rachel has been with FOTCCO for the last five years. She is leading this chapter in the journey of it growing from startup mode to something more stable. Friends of the Children Central Oregon serves three counties and focuses on amplifying the voice of the children it serves in their various communities. (3:20) Explanation of the Model and function of FOTC (5:30) Only professional mentoring program currently in the country. (11:30) Managing the pandemic (12:30) Moved into a virtual mentoring space, incorporating caregiver and parent outreach (14:40) Philanthropic Windfall from MacKenzie Scott Foundation (14:58) “That may have been the best day of my professional career!” Golden BTD Nugget (18:52): (22:00) Challenges FOTC OR is facing (25:30) More about working with private foundations Rachel’s Pro Tip: The most successful tool is in story-telling. The way you tell your story has to be compelling. Find the best story-teller on your team, and allow your donors to feel the part they play in your organization’s impact. More About Friends of the Children Central Oregon: Facebook Twitter LinkedIn Instagram Website More about Rachel Cardwell: More About Beyond the Donation: BTD Podcast DonorDock LinkedIn Matt on LinkedIn | |||
| 02 Feb 2023 | Welcome to the Beyond The Donation Podcast | 00:08:04 | |
| 04 Apr 2023 | The Long Game of Donor Engagement: Eddie Allen of Pacific Northwest Fundraising | 00:36:50 | |
Our Guest: About Pacific Northwest Fundraising: After going through leadership training, Eddie landed on two main things. 1) he wanted to be involved with social services, and 2) be an advocate. This led to him pursuing a Development Director position with a nonprofit, then into founding PNW Fundraising. They specialize in what they call “Infrastructure Fundraising”. (6:00) Foundational operation strategy of PNW Fundraising “No database, no donor development” - Eddie Allen (7:50) Navigating stigma against “spend money to make money” (13:37) Organization Evaluation & Giving Plan (15:44) “Even with what we named our podcast, ‘Beyond the Donation’, so much of fundraising happens after that donation.” - Matt Bitzegaio “Good relationship building is a key to good fundraising.” - Matt Bitzegaio (20:10) How PNW Develops Strategy E-book on Donor Engagement 28:00 PNW Fundraising's reach across the nation Eddie’s Pro Tip: In thinking of potential economic downturn in 2023, plan to communicate with more mid-level donors. Also, have a low-cost entry level donation point in your organization to grow your donor base right now. More About PNW Fundraising: Facebook LinkedIn Website How PNWF benefits nonprofits More About Eddie Allen: More About Beyond the Donation: | |||
| 14 Feb 2023 | From Startup to Success--A Founder’s Story: John Fisher, Friends of the Children Fargo/Moorhead | 00:52:26 | |
Our Guest:
(3:00) Plans for Staff in Fargo/Moorhead (4:34) Founding of FOTC FM Chapter (10:00) Strategy for Securing Funding (13:19) “I always use the word ‘team’, not ‘family’. Because we’re not a family. We’re a team, and I am unapologetic about that. I don’t fire family; I don’t hire family. I do hire and fire a team.” - John Fisher (14:50) Autonomy in a Chapter (19:07) Chapter Individuality (20:35) Pros and Cons of a National Organization Umbrella (22:35) Advice for Those in Similar Situations Golden BTD Nugget: Be a person of integrity and trust. Also, when you’re coming behind a founder, look under the hood. Make sure the organization you’re signing up to run aligns with your values. Look at the fine print, and know what you’re getting into. (26:45) Leading Philosophy (28:42) The Importance of a Good Development Hire (32:58) Brunch Event Insight (31:13) Lessons Learned from Primary Fundraising Events (39:00) Camaraderie in National Organizations John’s Pro Tip: It’s all about relationships. It’s looking past what the person can do for you and looking to who they are, and wanting to connect with them on that level. More About Friends Fargo/Moorhead: Website Instagram Facebook LinkedIn More About John Fisher: To Connect with Beyond the Donation Podcast: | |||
| 14 Feb 2023 | Doubling Fundraising with Half the Effort: Grace Green from Double the Donation | 00:23:31 | |
Our Guest: About Double the Donation: Grace works with partners to establish meaningful technology providers to make matching gift automation a seamless process for organizations looking to take advantage of an existing resource that often goes underutilized. DTD is the leading provider for nonprofits raising more from corporate matching gift programs and volunteer grant programs, using 360 MatchPro. (2:20) Matching Gift Program 101 (4:19) How Corporate Matching is a Win-Win (5:35) Number of Companies on Record for Matching Employee Gifts (7:48) Types of Charities Implementing Matching Gifts (8:52) How to Get Started with Matching Gifts (11:07) How Money Comes in to Your Organization (13:04) Double the Donation Resources Available (16:13) Integrations with DTD (21:00) Bringing it All Home – Killer tip from Grace!
“If you don’t ask, you don’t get. If you don’t ask, you don’t know.” - Grace Green Grace’s Pro Tip: Especially toward year-end, remember to go back through the year and look at other donations made that could possibly be eligible for a matching gift, if the donor is able to go back and submit to their employer. This is also another way to connect with donors and keep them engaged and up to date with your mission! More about Double the Donation: More About Grace Green: To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt on LinkedIn | |||
| 02 May 2023 | The Most Powerful and Underused NPO Tool: An Interview with Patrick Kirby of Do Good Better Consulting | 00:30:38 | |
Our Guest: Patrick Kirby, Founder of Do Good Better Consulting About Do Good Better Consulting: Patrick started Do Good Better as “a firm that helps nonprofits suck less at fundraising”, and he means that “with the most adoration”. The basics-of-the-basics is what Patrick loves helping NPOs master. Consulting, podcast, events, and Do Good YOUniversity are all plates Patrick is keeping spinning currently. (4:00) Five Day Fundraising Framework (7:25) "The last thing people remember is that handwritten thank you note.” - Patrick Kirby (9:30) “I have never, in the 20 years that I have been doing fundraising, never been punched in the face for calling to say ‘hi’ or ‘thank you’, and I’ve also never been punched in the face for asking for money.” - Patrick Kirby (10:10) How to stay top-of-mind with your donors (11:00) A great question for donors (13:25) Do Good YOUniversity (18:40) Do Good Better on the road (22:15) Consulting Patrick’s Pro Tip: “Pick up the damn phone.” Patrick’s Bonus Tip: Don’t wait until the end of the year to call people to say thank you. More About Do Good Better Consulting: More About Patrick Kirby: To Connect with Beyond the Donation Podcast: | |||
| 16 May 2023 | A Chapter on Nonprofit Bookkeeping: An Interview With Maddie Craig of Blue Cypher Bookkeeping | 00:21:58 | |
Our Guest: Maddie Craig, Founder of Blue Cypher Bookkeeping About Blue Cypher Bookkeeping: Based in Fargo, ND, Blue Cypher Bookkeeping has a client roster from across the United States. From Maddie’s experience as a grant manager at a private foundation, she realized the need nonprofits had to organize their data and accounts record keeping and built her company around supporting that need. (2:13) Customer Snapshot (3:30) New Nonprofit Advice Golden BTD Nugget: “Surround yourself with the right people and the right resources that can help you... so you can run your organization the correct way.” - Maddie Craig (6:28) Tools for Nonprofit account recordkeeping (8:28) Accounting software security (11:11) Differentiating NPO tools (13:54) Fund Accounting Maddie’s Pro Tip: “Start saving digital files.” Scanned receipts, bank statements, etc. using cloud-based software makes it easier to find documents you need when you need them. More About Blue Cypher Bookkeeping: More About Maddie Craig: To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn | |||
| 06 Jun 2023 | Roots Run Deep: Director Returns to His Alma Mater, an interview with Chris Larkin of San Diego State University | 00:23:45 | |
Our Guest: Chris Larkin, Director of Development – San Diego State University About Chris: Chris is the Director of Development for San Diego State University covering Engineering, Business, and Athletics. Chris’ career has taken him along a journey from the private sector to business owner to major gift fundraising. As an alum of SDSU Chris is honored to finish his career at the place where it all started. (2:45) University Fundraising Team Structure (5:33) "I still celebrate each gift whether they give ten dollars or ten million. The act of giving is noble, and it’s acknowledging the act. That’s what it’s all about.” - Chris Larkin (5:45) Difference in Higher Ed Fundraising (7:02) “Activity equals revenue. Keep that pipeline moving and things continue to happen.” - Chris Larkin (11:20) Discernment in allocating funds (12:00) “[Donor] Relationships have collapsed because expectations weren’t met, because the intent was separated from the reality.” - Chris Larkin (13:50) Systems, Automation, and Manual Intention (15:30) Importance of Data in Relationship Management (16:17) Biggest Challenge(s) (18:00) Advice for Nonprofit Relationship Strategies Chris’ Pro Tip: Building trust is so essential. Pick good staff and hang on to them, so those relationships can be built, and can last. More About Chris Larkin & San Diego State University:
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| 20 Jun 2023 | Storytelling You Can See: The Power of Video, an interview with DonorDock CMO Rob Burke | 00:19:56 | |
Our Guest: Rob Burke, CMO of DonorDock About Rob: Rob is the Chief Marketing Officer of DonorDock, having spent the last two decades in the marketing world. He developed a passion for photography and video at an early age, which spurred his entrepreneurial venture using storytelling and helping companies share their vision. (1:45) How nonprofits can leverage video for storytelling (2:05) "If you are talking about yourself, it’s probably not the story. If you’re talking about the impact you’re making, the impact your customers are making, or the impact your community is making, that’s the story you should be telling.” - Rob Burke (2:35) Budgeting for quantity and quality of video storytelling (4:28) Other ways to share the story (5:28) Determining and prioritizing where to air content [7:55] Donor Engagement Ebook [9:50] AI & Storytelling Rob’s Pro Tip: With storytelling effectively, every story has a binary action – a positive and a negative. If you can change from that in your story, that’s what you need to care about. [16:38] Wrap-up point on importance of demographics of your donor base
More About Rob Burke: To Connect with Beyond the Donation Podcast: | |||
| 04 Jul 2023 | A New Spin on Social Proof, an interview with ProofPact CEO Dave Norris | 00:25:24 | |
Our Guest: Dave Norris, CEO of ProofPact “Lift up your community and be inclusive of your community, and when you do that, you are essentially creating content they’re going to want to share and socialize themselves to. Opening that door is really powerful.” - Dave Norris (5:25) Platforms/mediums with the best results (7:57) Mastadon, a decentralized social network (9:10) Measuring effectiveness of story marketing [18:00] Effectiveness of AI with users [19:25] Concerns with/about AI More About Dave Norris: To Connect with Beyond the Donation Podcast: | |||
| 18 Jul 2023 | An interview with Sami Bedell-Mulhern, Founder of The First Click | 00:28:15 | |
Our Guest: Sami Bedell-Mulhern, Founder of The First Click About Sami: Sami has been involved with the nonprofit space since 2006. She found her niche role helping small to medium-sized nonprofits with their digital marketing with her consulting. She loves helping organizations share their stories in a more impactful way. (3:30) The big mistake nonprofits make in their digital marketing (4:45) Nonprofits making an impactful web presence “Use your website to speak to the motivations of why the donors give... Speaking to the motivation of the visitor is critical.” - Sami Bedell-Mulhern (6:00) Tying your goals into your digital marketing strategy (7:01) The process of planning a website presence for an NPO (10:23) How to make your mission stand out “Understand you do what you do in a way that is uniquely you, that that’s okay, and you’re running your own race.” - Sami Bedell-Mulhern [14:29] Where Sami recommends you start [14:43] NPOs & social media [16:21] Relationship among digital presence channels [18:49] Social media and donor retention [21:03] Dissecting the “promo kit” [23:23] Other ways NPOs can successfully market without a large team or budget More About Sami Bedell-Mulhern: LinkedIn Digital Marketing Therapy Podcast Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn | |||
| 15 Aug 2023 | Creating a Culture of Giving--an interview with Julie Peterson Klein, Chief of Staff, EVP/Chief Culture Officer of Bell Bank | 00:18:46 | |
Our Guest: Julie Peterson Klein, Chief of Staff, EVP, Chief Culture Officer of Bell Bank | |||
| 01 Aug 2023 | Navigating Negative Circumstances with Positive Results, an interview with Steve Johns, CEO of OneCause | 00:32:09 | |
Our Guest: Steve Johns, CEO of OneCause & Author of Fearless: Leadership Lessons at the Crossroads About Steve: In 2014, Steve moved to Indianapolis from Chicago, taking his 30+ years of financial management experience with him to join OneCause as their CEO. He enjoys his work and his family, especially as a new grandfather! (2:40) The book Fearless: Leadership Lessons at the Crossroads (6:27) Leadership transparency & vulnerability “It’s almost like a paradox because people consider vulnerabilities sometimes to be a weakness, and I think that it really starts from a position of strength. You have to be strong enough to admit you don’t have all the answers.” - Steve Johns (9:50) Functioning in pandemic-pivots (13:40) Confidence amid chaos (15:15) OneCause, Nonprofits, and Donors overcoming together [16:38] Fundraising changes, evolution, and results from the pandemic [21:00] OneCause & DonorDock Integration [25:00] Innovation emphasized
More About Steve: LinkedIn Website Leadership Book Raise Conference To Connect with Beyond the Donation Podcast: | |||
| 05 Sep 2023 | Cryptocurrency Fundraising Made Easy, an interview with Pat Duffy, Co-Founder of The Giving Block | 00:33:55 | |
Our Guest: Pat Duffy, Co-Founder of The Giving Block About Pat: Pat’s background wound around an unconventional path to get him where he is today, co-founder of The Giving Block and working heavily with cryptocurrency. The Giving Block sets up nonprofits to take non-cash (cryptocurrency) donations in real time. They also help NPOs actively fundraise in a cryptocurrency market. (2:08) Introduction to/about cryptocurrency (4:19) Differentiating between types of cryptocurrencies (6:00) Navigating volatility (“The volatility fear, is – to nonprofits – an illusion.” - Pat Duffy) (8:54) The Giving Block process summed up (10:45 Security aspect of cryptocurrency donations “If you’re willing to accept dollars, you’re willing to accept a lot more risk than accepting something like Bitcoin.” - Pat Duffy (14:35) [14:50] The value in NPOs receiving cryptocurrency donations (The average gift size for cryptocurrency donations is $6,500.) [18:00] Noncash donations other than cryptocurrency [22:30] How The Giving Block is Insulating nonprofits from complexity of noncash donation receiving [25:55] Pricing models More About Pat: LinkedIn The Giving Block Website To Connect with Beyond the Donation Podcast: | |||
| 19 Sep 2023 | Are You Overlooking Your Website Impact? An interview with Austin Hattox, Nonprofit Website Strategist, Pixel Lighthouse | 00:23:22 | |
Our Guest: Austin Hattox, Pixel Lighthouse founder [2:13] Challenges NPOs face in website messaging [4:10] Process of determining best site strategy for a nonprofit [5:58] Website Visibility vs. Social Presence Visibility [7:15] Austin’s journey from for-profit to nonprofit work [8:25] Retargeting practice [9:05] Priorities of NPO website work [10:25] AI use for nonprofit ideation (& emojis!) [11:35] Tips or best practices for organization story communication [14:03] For-profit and nonprofit differences [16:10] Pixel Lighthouse standard working partnerships [17:05] Value for nonprofits to deploy an engaging website [20:00] Tips for website improvement you can implement today More About Austin: LinkedIn Pixel Lighthouse Mistakes Guide To Connect with Beyond the Donation Podcast: | |||
| 03 Oct 2023 | Involved and Invested, an interview with Ryan Goodman | 00:27:53 | |
Our Guest: Ryan Goodman, Entrepreneur/Philanthropist/Investor About Ryan: Ryan is an accomplished businessman, active serving on various boards and involved in the philanthropic space. He considers himself a “serial entrepreneur”, with a wide range of business and investing experience. Outside of his career involvement, he serves on various boards, volunteers, and invests his time in his community. [4:00] Why Ryan believes in DonorDock [6:29] Focus in an organization from a board member’s perspective [9:30] How board members can increase an organization’s impact [12:00] Be and stay informed [13:35] “When you’re signing up to be on a board, you’re a part of that leadership team. You have a responsibility to be able to represent that organization well.” - Ryan Goodman [13:50] When Executive Directors Transition [16:02] Donor Advised Funds [20:28] Endowment Funds [24:00] Ryan’s advice for engaging with organizations More About Ryan: To Connect with Beyond the Donation Podcast: | |||
| 17 Oct 2023 | Moving the Marketing Needle, an interview with Brianna Ruloma | 00:23:39 | |
Our Guest: Brianna Ruloma, Community Boost About Brianna: Passionate about making connections with other people, Brianna has been involved in nonprofit work most of her life. Ending up in marketing came as a surprise but has been a role she has embraced and grown in, enthusiastically helping NPOs using the accelerator program. [2:40] Community Boost event involvement [3:25] Accelerator Program [5:00] Biggest hurdles in nonprofit marketing strategies [7:27] "MUST” low hanging fruit for NPOs to utilize [8:50] Google Ad Grants [12:00] Measuring Marketing ROI [14:16] Data Tools & A/B Testing [16:02] Supporter Journey Map [19:25] Encouragement for you! More About Brianna: LinkedIn | PDF: 1 Person Marketing To Connect with Beyond the Donation Podcast: | |||
| 07 Nov 2023 | A Broadcast on Burnout, an interview with Kelsey Buell | 00:27:01 | |
Our Guest: Kelsey Buell, Founder, You Flourish Company About Kelsey: From a career in recruiting to one in nonprofits, Kelsey found her niche in coaching people in connecting, reflecting, and prospering in life and business. She founded You Flourish Company to help individuals and corporate teams do just that. [2:00] Defining burnout, how it differs from stress [4:35] “I think the moment we start noticing our behavior is changing a little bit, that might be a sign we’re on this track to burnout.” - Kelsey Buell [5:26] Difference between burnout and depression [6:18] 4 Pillars of Burnout [7:05] Common threads of burnout in nonprofit space [9:30] SW, SW, SW, SW, Next - Formula [11:40] Creating a healthy, fulfilling work life [15:20] What to do if you reach the point of burnout [17:48] The effect(s) of Covid on burnout in work [21:42] Goal segmentation importance in preventing burnout [22:50] Resources FREE GUIDE - Top 10 Ways to Prevent Burnout Burnout: The Secret to Unlocking the Stress Cycle Women's Goal Setting Summit - January 12th 2024
More About Kelsey: To Connect with Beyond the Donation Podcast: | |||
| 21 Nov 2023 | The Bees Knees of Google Ad Grants, an interview with Chris Barlow, Founder of Beeline | 00:28:51 | |
Our Guest: Chris Barlow, Founder of Beeline (Marketing for Nonprofits) About Chris: Chris started Beeline in 2015 and is happy to have found his niche in the marketing world of nonprofits. He knew he wanted his work to be impactful, and after helping one nonprofit, the snowball effect of helping others led him to where he is today. [2:40] Google Ad Grants defined [5:20] Relevance of keywords [7:25] Common challenges NPOs face in Google Ads [11:15] Overcoming Google Ad Grant challenges “If you’re offering people something they’re looking for, and it gives them a reason to subscribe, now they’re suddenly on your email list and you can start building a relationship with them, doing that donor nurturing.” - Chris Barlow (13:57) [15:44] How Beeline helps nonprofits improve web traffic [19:40] Digital marketing & Google Ad Grants [23:08] Creative success story
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| 05 Dec 2023 | A Courage-Based Culture, an interview with Julie Boll | 00:29:58 | |
Our Guest: Julie Boll, Founder of Julie Boll Consulting About Julie: Julie is a licensed facilitator with Dare to Lead and has been in the nonprofit sector for over two decades. She built her career as a grant professional, and eventually started her consulting company in an effort to partner with NPOs to spot them in grant work. This led to her digging deeper in assisting nonprofits with capturing their vision and pursuing the Dare to Lead path. [5:00] The importance of vulnerability in leadership development [6:37] “We call it courage building, so when I have a tagline, it’s ‘Helping people live and lead more courageously.’ So that means being okay with vulnerability, recognizing your shame triggers, knowing what your values are, and knowing when they’ve been compromised.” - Julie Boll [7:26] Building a healthy culture [10:18] Organizational values [14:11] The process and inclusion of defining values [18:24] Value-Based decision making (for leaders, especially) [24:18] Courage to influence positive change [26:00] Parting advice for leaders More About Julie: To Connect with Beyond the Donation Podcast: | |||
| 19 Dec 2023 | The Inside Scoop, an interview with DonorDock Co-Founders Matt Bitzegaio and Andrew Lutgen | 00:33:44 | |
What better way to close out the calendar year than with a special, insider-edition episode of our Beyond The Donation podcast? DonorDock co-founders, Matt Bitzegaio and Andrew Lutgen, sat in the hotseat for this episode while Val Kleppen filled in as guest-host. Val tried to get to the nitty-gritty of the history (and future) of DonorDock from the perspective of the very people who got it off the ground. Listen in to this personable, from-the-heart conversation with Matt and Andrew, and comment to share what you learned from this episode that you didn't know before! To Connect with Beyond the Donation Podcast: | |||
| 16 Jan 2024 | Fundraising, Donor Management, and Nonhuman Philanthropy, an interview with Kat Lacefield, founder Just BeCause Consulting | 00:34:19 | |
In this episode of Beyond the Donation, host Matt Bitzegaio has a conversation with Kat Lacefield, a veteran in the nonprofit sector, about the challenges of fundraising in nonhuman philanthropy. Kat shares her journey of diving into the nonprofit sector at a young age, volunteering and working for different organizations, and eventually specializing in fundraising. She discusses her growth in the field and the importance of donor management. Kat also discusses the concept of nonhuman philanthropy, which includes organizations focused on animals and the environment. She shares the distinct challenges they face and emphasizes the importance of story sharing for effective donor retention. [00:35] Introduction and Guest Background [00:44] Journey into Nonprofit Sector and Fundraising [03:15] Concept of Nonhuman Philanthropy [04:05] “At the end of the day, there's nothing that's really nonhuman because if we're supporting animals, we're also supporting humans. And for the environment, that's a very direct connection to be made with humans of if there's no environment to support us then there's no human societies and communities.” [04:46] “There is no such thing as nonhuman or human philanthropy. We’re part of an ecosystem. Each part plays its role.” [05:06] Challenges in Storytelling for Nonhuman Causes [07:11] “How do we talk about the importance of protecting a river? Try to get people to realize when they themselves have appreciated a river - childhood memories, a lot of nostalgia stories, how we feel when we go out and spend time out in nature.” [11:11] Unique Challenges Animal and Environmental Nonprofits Face [15:50] Importance of Donor Segmentation and Retention [20:19] “People tend to not organize their databases very well. For shelters or animal organizations, it’s thinking about all the connections that your donors have to your organization - a donor can also be an adopter or a foster family, a board member, or a volunteer. You really need to make sure that your list has as much information on this person as possible.” [31:05] Advice for Nonprofit Leaders: Invest in your Fundraising and Development Strategy [32:48] Conclusion and Contact Information More about Kat Lacefield: To Connect with Beyond the Donation Podcast: | |||
| 06 Feb 2024 | How to start and fund a nonprofit, an interview with Tiffany Allen | 00:24:53 | |
In this episode of Beyond the Donation, Matt Bitzegaio talks to Tiffany Allen, founder and CEO of Boss on a Budget. They discuss the fundamentals of starting and funding a nonprofit. Allen shares her initial experiences of failures that led to the foundation of Boss on a Budget and shares critical factors to consider before starting a nonprofit, as well as crucial questions to ask, and the importance of having committed board members up front. They also discuss the importance of a strategic plan, a budget, a compelling ask, visibility, and leveraging social media and technology for startups. 00:24 Introduction and Guest Introduction 01:04 Tiffany Allen's Journey to Nonprofit Success 02:13 Key Questions to Ask Before Starting a Nonprofit 05:52 The Importance of a Strong Board and Clear Goals 08:07 Overcoming Challenges in Nonprofit Startup Phase 11:40 Effective Fundraising and Marketing Strategies for New Nonprofits 15:08 Leveraging Technology and Tools for Nonprofit Success 22:11 Final Advice for Nonprofit Leaders 23:37 Conclusion and Sign Off
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| 02 Jan 2024 | Special Year End Highlights Episode Featuring 2023 Guests | 00:13:15 | |
What better way to start the year than with our own "Best Of" episode, featuring the best guests and advice from 2023! Episode 3- John Fisher Episode 6- Rachel Cardwell Episode 7-Patrick Kirby Episode 8- Maddie Craig Episode 10- Rob Burke Episode 12- Sami Bedell-Mulhern Episode 13- Steve Johns Episode 16- Austin Hattox Episode 18- Briana Ruloma
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| 20 Feb 2024 | Enhancing Donor Journeys, an interview with Julia Devine | 00:26:58 | |
In this episode of Beyond the Donation, host Matt Bitzegaio interviews Julia Devine from Devine Parker Consulting. 00:24 Guest Introduction 00:48 The Journey of Devine Parker Consulting 02:51 The Evolution of Nonprofit Consulting 04:38 Understanding Donor Journeys 07:30 The Importance of Donor Data 010:12 Effective Strategies for Building Donor Journeys 13:06 Challenges in Creating Donor Journeys 15:55 17:33 Measuring the Success of Donor Journeys 20:28 Actionable Tips for Starting Donor Journeys 24:31 Connecting with Divine Parker Consulting 26:10 Conclusion Resources: Donor To Connect with Julia Devine: Instagram To Connect with Beyond the Donation Podcast: BTD | |||
| 05 Mar 2024 | Building strong digital communities, an interview with Sarah Suarez | 00:16:10 | |
In the 'Beyond the Donation' podcast hosted by Matt Bitzegaio, he is joined by guest Sarah Suarez, a digital community strategist for nonprofits. 00:04 Introduction to Beyond the Donation 00:26 Meet the Guest: Sarah Suarez 01:46 Understanding Digital Communities 02:57 Creating a Social Media Strategy 04:08 Identifying and Engaging Your Target Audience 06:32 Creating Engaging Content 08:10 Posting Frequency and Tools for Scheduling 10:15 Converting Social Media Followers into Supporters 12:12 Measuring Social Media Success 13:41 Final Advice and Conclusion To Connect with Sarah Suarez: To Connect with Beyond the Donation Podcast: | |||
| 19 Mar 2024 | Getting Grant-Ready, an interview with Jennifer Yarbrough | 00:22:02 | |
In this episode of Beyond the Donation, host Matt Bitzegaio chats with Jennifer Yarbrough, a veteran in the nonprofit sector with more than 30 years of experience.
00:26 Getting to Know Jennifer Yarbrough
https://philanthropynewsdigest.org/ To Connect with Jennifer Yarbrough: To Connect with Beyond the Donation Podcast: | |||
| 02 Apr 2024 | The impact and evolution of volunteerism, an interview with Sam Fankuchen of Golden Volunteer | 00:27:07 | |
In this episode of 'Beyond the Donation', host Matt Bitzegaio interviews Sam Fankuchen from Golden Volunteer. Their discussion brings light on the significance of volunteer contributions in nonprofit organizations and delves into the complexities of modern volunteer management.
00:25 Meet the Guest: Sam Fankuchen from Golden Volunteer 00:44 Understanding Golden Volunteer's Mission and Impact 02:06 Sam's Journey into Social Entrepreneurship 02:56 The Crucial Role of Volunteers in Nonprofits 04:40 The Connection Between Volunteering and Donations 09:21 The Challenges of Finding New Volunteers 11:32 Ensuring Volunteer Qualifications and Safety 13:35 Maintaining Engagement with Volunteers 17:55 The Future of Volunteerism: AI and Technology Trends 23:43 Advice for Nonprofit Leaders 24:56 Learn More About Golden Volunteer 26:20 Closing Remarks and Future Episodes
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| 16 Apr 2024 | Ep. 30 | Nonprofit Accounting and Board Governance Explained, an interview with Ken Cerini | 00:28:00 | |
In this episode of Beyond the Donation, managing partner Ken Cerini of accounting firm Cerini and Associates discusses strategies for better fiscal management and the roles of board members in a strong nonprofit. Ken stresses the importance of implementing effective financial controls, maintaining open communication between board members and management, and conducting regular board meetings. He also emphasizes the significance of accurate budgeting based on monthly variations rather than a divided annual budget. Ken provides insights on potential minor tax exemptions and the risk of nonprofits losing their tax exemption status if not careful. He further explains the nuances and implications of the 501 (c)(3) tax exemption. Additionally, he shares advice to smaller
00:52 Ken Cerini Introduction 01:38 The Importance of Creativity and Imagination in Accounting 03:28 Breaking Down Nonprofit Taxes 07:04 How to Keep your 501(c)(3) status 09:50 The Role of Reporting in Nonprofits 12:40 Understanding the Relationship Between Board Members and Budgeting
16:43 Building a Collaborative Relationship Between the Board and Management 20:30 How to Attract Board Members 22:31 The Impact of Technology on Nonprofit Accounting 26:21 Conclusion and Contact Information
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| 07 May 2024 | Navigating Big Decisions and Growth in Nonprofits with Emily Taylor | 00:21:34 | |
In this episode of Beyond the Donation, host Matt Bitzegaio chats with Emily Taylor of teenyBIG, who specializes in helping nonprofits navigate through significant decisions and strategic growth. Emily discusses the importance of recognizing and addressing pivotal moments for nonprofits and shares her insights on decision-making, the impacts of such decisions on organizational growth, and strategies for moving forward confidently. She highlights the critical distinction between small and large decisions and offers a three-step process to help leaders tackle major choices. Emily's approach focuses on understanding the fears and barriers to decision-making, engaging with stakeholders, The conversation also touches on the risks of overreliance on key individuals within organizations and advises on mitigating these issues. Emily's recommendations emphasize the importance of identity and brand for nonprofits in decision-making.
00:28 Meet Emily Taylor: Guiding Nonprofits Through Growth 00:46 The Art of Decision-Making in Nonprofit Leadership 02:13 Navigating Big Decisions with Strategic Insights 07:56 Overcoming Decision Quicksand: Strategies for Nonprofits 09:13 Empowering Nonprofit Leaders: Steps to Effective Decision Making 12:19 Addressing Over-Reliance on Key Individuals in Nonprofits 18:22 Final Advice and How to Connect with Emily Taylor
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| 04 Jun 2024 | Maximizing Your Fundraising Strategy: Insights from Madeline McCoy | 00:23:57 | |
In this episode of Beyond the Donation, Matt welcomes Madeline McCoy from The Nonprofit Solution, who shares her journey into the nonprofit sector and discusses the importance of clarity, audience understanding, and donor stewardship in fundraising. Madeline offers practical advice for nonprofits on identifying their audience, crafting impactful messages, and the necessity of diversifying donation acceptance methods. Plus, she emphasizes the importance of setting achievable fundraising goals and staying true to your mission for success.
00:27 Meet Madeline McCoy: A Journey into Nonprofit Success 03:04 Laying the Foundation: Essential Elements of Fundraising “The foundation of a successful fundraising plan is clarity. Being able to clearly articulate your mission, your vision, your audience, your goals, and your specific asks. It's essential for inspiring your donors and then aligning your fundraising activities 05:21 Understanding Your Audience: The Key to Effective Fundraising 07:48 Crafting Impactful Messages Without a Track Record 10:14 Building Strong Donor Relationships from the Start “Nurturing relationships with donors isn't just a part of fundraising, it is essential to fundraising. It's the heart of it.” 13:57 Embracing Diverse Donation Platforms for Nonprofit Survival 17:37 Goal Setting for New Nonprofits: A Strategic Approach 20:59 Madeline's Top Advice for New Nonprofit Leaders 22:06 Connecting with Madeline McCoy and Closing Thoughts “If I had one piece of advice, it would be to stay connected to your mission in every aspect of your fundraising plan. Because your mission is not just your why, it’s your most important and powerful tool for engagement, storytelling, and success.”
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| 21 May 2024 | Marketing as a Force for Good with Noah Barnett | 00:40:32 | |
In this episode of Beyond the Donation, host Matt Bitzegaio talks with Noah Barnett about the power of marketing in the nonprofit world. Noah shares his journey from being intrigued by the influence of marketing on consumer behavior to applying marketing strategies for mission-driven goals. He outlines the development of the 'Good Marketing Framework,' a tool designed to enhance marketing campaigns Noah emphasizes the importance of viewing marketing as a crucial component of mission success and challenges the idea that marketing is merely overhead in nonprofits. The conversation includes insights on donor retention, acquisition, and the strategic role of marketing in driving growth and engagement within nonprofit organizations.
00:27 Introducing Noah Barnett: A Journey from Curiosity to Marketing Mastery 04:34 The Power of Nonprofit Marketing: Perspectives and Challenges 14:50 Redefining Marketing Strategy: The Good Marketing Framework
23:50 The Power of Context and Intent in Marketing 27:05 The Efficiency of Intention-Driven Marketing 29:47 Embracing Data-Driven Marketing for Nonprofits 33:04 The Importance of Experimentation in Marketing 35:44 Advice for Nonprofit Leaders on Embracing Marketing 39:44 Connecting with the Community Beyond Donations
The Good Marketing
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| 18 Jun 2024 | Empowering Nonprofits Through Human-centric Technology: A Conversation With Tim Lockie | 00:36:30 | |
In this episode of Beyond the Donation, hosted by Matt Bitzegaio, the conversation dives deep into the intersection of technology and human elements within nonprofit organizations. They explore common challenges nonprofits face with technology implementation, the significance of organizational culture, and the real human costs involved in tech adoption. Tim also highlights key trends in nonprofit tech, including community-centered initiatives, and the role of AI. They’ll also discuss what to consider when shopping for tech, and the sales red flags to avoid!
00:29 Meet Tim Lockie and The Human Stack 02:27 Identifying Technology Needs in Nonprofits 05:01 The Concept of the Human Stack 08:17 Navigating Technology Implementation Challenges 11:32 Evaluating and Selecting the Right Tools 21:23 Red Flags in the Sales Process 30:46 Exciting Trends in Nonprofit Technology 33:02 Final Thoughts and Advice for Nonprofit Leaders 34:41 Conclusion and Where to Find More Information
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| 09 Jul 2024 | Building Strong Nonprofit Connections with Tasha Van Vlack | 00:24:01 | |
In this episode of Beyond the Donation, host Matt Bitzegaio interviews Tasha Van Vlack, the founder of the Nonprofit Hive, a platform designed to connect nonprofit professionals for advice and collaboration. Tasha discusses the rapid growth of the platform and the importance of addressing feelings of loneliness and isolation within the nonprofit sector. The conversation dives into the advantages of digital and remote connections, the impact of avoiding competitive mindsets, and the value of one-on-one curated matches. Tasha also shares insights on the future directions for the Nonprofit Hive and offers advice for nonprofit professionals on managing overwhelm and utilizing their networks for support.
00:25 Meet Tasha Van Vlack and the Nonprofit Hive 00:39 The Origin and Growth of Nonprofit Hive 03:15 Challenges and Solutions in the Nonprofit Sector 04:36 Mechanics of the Nonprofit Hive 06:11 Overcoming Competition and Fostering Collaboration 09:04 Advantages of Digital and Remote Communities 16:26 Future Directions for Nonprofit Hive 18:44 Advice for Nonprofit Professionals 21:38 How to Connect with Nonprofit Hive 23:14 Conclusion and Final Thoughts
The Nonprofit Hive
BTD Podcast | DonorDock | |||
| 23 Jul 2024 | Innovative Nonprofit Storytelling with Carly Euler | 00:28:33 | |
In this episode of Beyond the Donation, guest host Val interviews Carly Euler, a marketing manager at MemoryFox. Carly shares her extensive experience in nonprofit fundraising, marketing, and communications. The discussion centers on the importance of storytelling in the nonprofit sector, the ethical considerations involved, and practical tips for capturing and using stories to enhance donor relationships and fundraising efforts. Carly emphasizes building a culture of storytelling and using digital media effectively to share impactful and authentic narratives.
00:35 Meet Carly Euler from MemoryFox 02:14 The Power of Storytelling in Nonprofits\ 08:03 Building a Culture of Storytelling 10:12 Ethical Storytelling Practices 19:17 The Role of Digital Media in Storytelling 22:53 Case Study: Wreaths Across America 25:44 Final Thoughts and Contact Information To Connect with Carly:
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| 06 Aug 2024 | Trusting the Process for Nonprofit Growth - An Interview with the Calloway Stern Group | 00:28:31 | |
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Katy Calloway and Daniel Stern, co-founders of Calloway Stern Group. Katy and Daniel discuss their background in the nonprofit sector, particularly their efforts to help small to medium-sized nonprofits with fundraising and development.
00:25 Meet the Guests: Katy Calloway and Daniel Stern 01:11 Trusting the Process in Nonprofit Growth 02:57 Starting a New Nonprofit: Key Considerations 05:49 Fiscal Sponsorship Explained 12:56 Challenges in Nonprofit Growth
22:15 Fostering a Culture of Trust and Patience 25:12 Final Thoughts and Advice for Nonprofit Leaders 27:50 Conclusion and Farewell
Katy’s LinkedIn
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| 20 Aug 2024 | Empowering Nonprofits through Peer-to-Peer Fundraising with Lou Adducci | 00:27:22 | |
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by peer-to-peer fundraising expert Lou Adducci. Lou shares his journey from a theater background to nonprofit arts and ultimately becoming a peer-to-peer fundraising consultant. Their discussion covers the basics of peer-to-peer fundraising: what it is, why it matters, and the significant impact it can have on nonprofits. Lou offers practical steps and tools for getting started with peer-to-peer fundraising, discusses key metrics to track, and addresses common challenges. This episode offers valuable advice for nonprofit leaders looking to explore or grow their peer-to-peer fundraising efforts! 00:00 Introduction to Beyond the Donation 00:29 Meet Lou Adducci: Peer-to-Peer Fundraising Expert 03:18 Understanding Peer-to-Peer Fundraising 04:10 Types of Peer-to-Peer Fundraising Campaigns 09:09 Success Stories in Peer-to-Peer Fundraising 11:50 Getting Started with Peer-to-Peer Fundraising 14:07 Tools and Metrics for Effective Fundraising 17:38 Challenges and Solutions in Peer-to-Peer Fundraising 22:32 Trends and the Future of Peer-to-Peer Fundraising 24:47 Final Thoughts and Contact Information
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| 03 Sep 2024 | Unlocking Fundraising Success: Strategies and Tips with Sandy Rees | 00:28:27 | |
In this episode of Beyond the Donation, guest host Val Kleppen speaks with Sandy Rees, founder of Get Fully Funded, who shares her 20 years of expertise in helping small nonprofits achieve significant fundraising results. Sandy discusses the importance of starting with close networks for donor engagement, setting realistic goals, and using personal relationships to foster trust. She emphasizes the value of good donor management tools and strategic planning.
00:28 Meet Sandy Rees: Founder of Get Fully Funded 03:13 Strategies for Finding Initial Donors 12:57 Engaging and Retaining Donors 15:33 Essential Tools for Nonprofit Fundraising 17:04 Actionable Tips for New Nonprofits 19:42 Staying Motivated in Fundraising 22:36 Success Stories and Final Thoughts 25:38 Conclusion and Contact Information
Website | Fundraising Community
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| 01 Oct 2024 | Mastering Giving Tuesday: Insights from Nonprofit Nerd’s Kelly Hernandez | 00:22:28 | |
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Kelly Hernandez, CEO of Nonprofit Nerd. She shares her extensive experience and knowledge of nonprofit marketing and fundraising. The discussion focuses on the significance of giving days, especially GivingTuesday, and strategies for nonprofits to effectively plan, execute, and capitalize on these campaigns. Key topics include the importance of storytelling, setting realistic goals, leveraging matching gifts, and following up with donors post-campaign. The episode provides actionable advice and tools to help nonprofits enhance their fundraising efforts and build stronger donor relationships. 00:00 Introduction to Beyond the Donation 00:29 Meet Kelly Hernandez: CEO of Nonprofit Nerd 00:59 The Journey to Nonprofit Marketing Nerd 02:50 Understanding Giving Days and Giving Tuesday 04:38 Planning and Preparing for a Successful Giving Day 09:11 The Importance of Matching Gifts 10:47 Crafting Compelling Stories for Giving Days 14:10 Engaging Donors and Post-Giving Day Strategies 16:59 Tools and Platforms for Effective Giving Days 19:15 Final Thoughts and Contact Information
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| 05 Nov 2024 | Unlocking Nonprofit Potential: Expert Strategies for Digital Success | 00:26:01 | |
In this episode of Beyond the Donation, Matt Bitzegaio chats with David Pisarek, founder of Wow Digital, about boosting nonprofits' online presence. Drawing on 30 years of experience, David dives into website development, social media, and branding strategies tailored to the unique challenges of nonprofits. Topics include budget-friendly tips, data insights, RFP best practices, and the emotional impact of website design. David highlights the importance of collaboration, transparency, and tools like ClickUp, while also offering free consultations and audits to boost nonprofits' digital impact. 00:12 Meet David Pisarek of Wow Digital 01:34 The Importance of a Strong Online Presence 03:48 Challenges Nonprofits Face with Websites 05:49 Choosing the Right Agency for Your Nonprofit 06:10 Budgeting and Analytics for Nonprofit Websites 09:03 Content Management and Optimization 10:43 Evaluating Website Quotes and Red Flags 12:57 Trusting Your Gut in Decision Making 14:04 Key Elements of Website Design 16:08 Collaborative Project Management 19:56 Transparency and Client Engagement 20:56 Success Stories and Impact 22:40 Final Advice and Contact Information To Connect with David: To Connect with Beyond the Donation Podcast: | |||
| 03 Dec 2024 | Maximizing Year-End Giving: Tips for Nonprofit Success | 00:21:48 | |
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Joanne Toller from The Cause Specialists. With over 30 years of experience in the nonprofit sector, Joanne discusses the critical importance of year-end giving, effective digital fundraising strategies, and the significance of consistent messaging. 00:00 Introduction and Guest Welcome 00:29 Joanne Toller's Background and Experience 01:48 Importance of Year-End Giving 04:27 Effective Digital Fundraising Strategies 06:48 Leveraging Donor Data and CRM 10:36 Balancing Relationships with Donors 13:23 Creating Urgency Without Desperation 15:07 Common Pitfalls in Year-End Campaigns 15:57 Stewardship and Donor Retention 17:57 Actionable Tips for Resource-Constrained Nonprofits 19:12 Conclusion and Contact Information To Connect with Joanne: To Connect with Beyond the Donation Podcast: | |||
| 07 Jan 2025 | Building Impact and Community: An Inspiring Journey with We Are For Good | 00:35:14 | |
In this episode of Beyond the Donation, host Matt Bitzegaio chats with Becky Endicott and John McCoy from We Are For Good. They share their journey from university colleagues to founders of a media ecosystem centered around philanthropy and generosity. Becky and John discuss their unique approach to storytelling, community building, and the importance of shifting from transactional to relationship-focused fundraising. They also introduce their 'Impact Uprising' initiative, which aims to create local and global conversations about key issues. 00:00 Introduction and Guest Welcome 00:22 The Journey of We Are For Good 01:56 Challenges and Transformations 03:57 Building a Community-Centric Approach 08:17 Impact Uprising and Its Growth 16:02 Shifting from Transactional to Relational Fundraising 23:42 Advice for Nonprofit Leaders 32:14 Closing Thoughts and Contact Information Website | We Are For Good LinkedIn | Jon LinkedIn | Becky LinkedIn To Connect with Beyond the Donation Podcast: | |||
| 04 Feb 2025 | Grant Funding Secrets: Insights from Zach Hynek | 00:28:24 | |
In this episode of 'Beyond the Donation,' host Matt Bitzegaio welcomes Zach Hynek from Cadenza, who serves as a board member of the Topfer Family Foundation. 00:25 Meet Zach Hynek: A Journey into the Nonprofit Sector 02:56 Understanding the Funder's Perspective 05:47 Common Mistakes in Grant Applications 11:05 The Importance of Data-Driven Storytelling 20:28 Trends in Grant Funding 23:00 Actionable Advice for Nonprofits 26:07 Connecting with Zach Hynek and Cadenza 27:46 Conclusion and Final Thoughts
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