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Date
Titre
Durée
28 Feb 2022
What is an Agent of Nonprofit?
00:03:46
An introduction to my podcast and what I intend to share and explore.
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
Functional App Integrations with Ryan Ozimek of PICNet
00:51:05
PICNet’s suite of apps, Soapbox Engage, serves nonprofits and organizations of all sizes, helping meet all of their unique technology needs. In this episode, Ryan Ozimek, co-founder and CEO of PICNet, joins me to discuss the functions, integrations, and future of Soapbox Engage.
Topics we cover include:
The origin of PICNet, and how he grew it from an idea to the business it is today
An up-close look at each app in the Soapbox Engage suite with their integrations
Challenges involved in creating these apps and maintaining their functionality as both individual apps and a whole platform
Bringing It All Together with Maxime Poulin & Sandra Villeneuve of The Breakfast Club of Canada
00:51:26
The Breakfast Club of Canada serves children across Canada, providing them with nutritious food at school. In this episode, Maxime Poulin and Sandra Villeneuve of The Breakfast Club of Canada join me to discuss making the change to Salesforce from the organization's previous CRM.
Topics we cover include:
The specific technologies The Breakfast Club of Canada uses to receive donations, handle money, and distribute food across the country, while ensuring all systems work together smoothly
Why the organization switched over to using Salesforce
Tips for effective change management
What Maxime and Sandra like most about using Salesforce, and improvements they’d like to see in the future
Managing Volunteers, Accessing Data, & Surviving the Pandemic with Lynda Barrett
00:30:58
Volunteer West Island is one of about 114 volunteer centers in Quebec, and works to match volunteers with opportunities to serve the community. In this episode, Lynda Barrett, Executive Director of Volunteer West Island, joins me to discuss using an online system, and specifically Salesforce, to efficiently manage volunteer data for their wide variety of services.
Topics we cover include:
The many different services a volunteer center like Volunteer West Island can offer
The difficulty of finding the right data management system for nonprofits
How and why they switched from using only very basic technology just a few years ago to relying heavily on Salesforce and a few other softwares today
What Lynda likes most about Salesforce, and what she still finds challenging
Why Lynda says Salesforce Maps saved their meal program during the pandemic
As a nonprofit, you probably have tons of questions about which CRM is right for you. In this episode, I tackle some of the most import points and considerations if you choose Salesforce as your CRM.
The Best of Both Worlds with Abby Malvestuto of Prodly
00:37:06
Prodly provides DevOps (Development Operations) services and tools to help organizations manage their day-to-day operations at a technical level. In this episode, Abby Malvestuto, Product Marketing Specialist at Prodly, joins me to discuss the key functions of Prodly and how it makes handling data and metadata simple, even for non-technically-inclined users.
Topics we cover include:
What DevOps are, and how Prodly fits into that definition through the use of Salesforce
Key functions of Prodly and how it developed over time
How Prodly makes data and metadata transfers easy and user-friendly
Prodly’s process for working with partners, and why they do this for free
Insights into the Salesforce Community with Nonprofit Consultant Sandy Hunter
00:41:54
Talented and experienced Salesforce nonprofit consultant Sandy Hunter joins me to discuss some of the major topics of being a consultant in the nonprofit industry.
We discussed topics such as: - How he got started working with NFPs - How great it feels to be part of a larger community - How he evaluates an existing Salesforce installation in order to make recommendations - His most favorite and least favorite feature within Salesforce
Identifying Opportunities & Amplifying Impact with Katrina Seidel of Vera Solutions
00:43:51
Vera Solutions works with social sector organizations to help them understand, track, and leverage data to amplify their impact. In this episode, Katrina Seidel, Director of Business Development at Vera Solutions, joins me to discuss their product Amp Impact and how they’ve served over 325 organizations so far.
Topics we cover include:
How Vera Solutions got its start
The benefits of using Amp Impact and how it compares to other products like Salesforce’s Program Management Module
How partnerships help Vera Solutions drive new opportunities and bring in new clients
What the product delivery process looks like
Other ways Vera Solutions works with organizations not using Amp Impact
LemonSkies helps nonprofit organizations create campaigns, plan strategically, and improve their messaging, and more. In this episode, Olga Woltman, Founder and Principal of LemonSkies, joins me to discuss how empathy drives every aspect of her work.
Topics we cover include:
Olga’s journey to working with nonprofits and founding LemonSkies
How to handle change management with empathy
How to determine what technology and your organization needs
Olga’s favorite philosophy for selecting a CRM
Choosing the right marketing strategies for your nonprofit
Tips for fundraising and getting donors more involved
Using Salesforce as a Central Hub with Saleh Nur of Oxfam Canada
00:38:04
Oxfam Canada, a member of the International Oxfam Confederation, works to end global poverty through fighting for womens’ rights. In this episode, Saleh Nur, IS and Analytics Specialist at Oxfam Canada, joins me to discuss the challenges and processes of working within such a multinational company in the nonprofit space, and how Oxfam Canada uses Salesforce as their central hub.
Topics we cover include:
How Oxfam handles communication among its international locations and functions
How Oxfam Canada is tackling challenges such as data security, scalability, and data archiving
Oxfam’s Unwrapped program and how it works
Benefits and challenges of using Salesforce, and how to decide if it’s the right platform for your company
Lessons learned during the pandemic
How to get involved with the work Oxfam Canada is doing
Salesforce Consulting as a Labor of Love with Andrew Maruzzella
00:41:34
Wingate Group is a Salesforce consulting boutique serving clients throughout Canada and the USA. In this episode, Andrew Maruzzella, Director of Professional Services at Wingate Group, joins me to discuss the ins and outs of Salesforce consulting for nonprofits.
Topics we cover include:
What Salesforce used to look like in the past and how far it’s come since
The differences between a consulting boutique and a solopreneur consultant
Some of the many hats that a Salesforce consultant wears
Why we continue to do what we do
The specific values we each look for in team members — and why talent or skill isn’t necessarily the most important qualification
How To Intelligently Document Change with Ian Gotts of Elements.Cloud
00:44:09
Elements.cloud is a change intelligence platform that helps organizations get more out of Salesforce through analysis and documentation. In this episode, Ian Gotts, founder and CEO at Elements.cloud, joins me to discuss change intelligence and documentation best practices.
Topics we cover include:
The features and capabilities of Elements.cloud, including automated documentation, consolidating data in one place, and visualization
The importance of documenting not just what changes were made, but why
What Ian refers to as the “Three Cs” of change intelligence: Content, Connections, and Context
What “technical debt” means and how Elements.cloud helps reduce it
Simple steps to get started building up solid documentation practices
The Importance of Data Science with Matthew Dubins
00:37:30
Donor Science Consulting helps nonprofits stay competitive through advanced data analytics. In this episode, Matthew Dubins, founder of Donor Science Consulting, joins me to discuss all things data science.
Topics we cover include:
How Matthew got started in data science and the nonprofit space
Why no organization can afford to ignore data science
Some of the main services he offers, all centered around predictive modeling
Ethical considerations and privacy best practices
The limits of what data science can’t — and shouldn’t — do
Impacts he’s seen from COVID on the nonprofit industry
BuildGood is a donor communications agency that helps nonprofits with done-for-you fundraising services and consulting. In this episode, Mike Duerksen, founder and CEO of BuildGood, joins me to discuss fundraising services, best practices, and much more.
Topics we cover include:
Mike’s journey to starting BuildGood
The agency’s core services and outcomes
Positive and negative indicators Mike considers when determining if a particular client is the right fit
Mike’s CRM and software recommendations
How to build a community rather than just an audience
A look at the future of fundraising — and strategic moves to start making now
Delight & Simplicity Equals Focus on the Important Work with Matt Frank of Blackthorn
00:50:10
In this episode of Agents of Nonprofit, I talk with Matt Frank - Director of Technology Evangelism and Product Marketing at Blackthorn. Blackthorn helps to meet the needs of modern nonprofit organizations in meaningful ways through their Salesforce-native apps.
Topics we cover include:
What Blackthorn offers to nonprofits to help them succeed
The ethos of simplicity behind Blackthorn apps
Blackthorn’s Salesforce-native apps that help nonprofits with Payments & Event Management
Enabling organizations to prevent harmful data from entering the CRM
The emphasis on listening to potential customers to ensure mutual fits
How Blackthorn predicts what their customers will need 18+ months in advance
To learn more about Blackthorn & connect with Matt Frank:
Being Well Prepared for Salesforce Migrations with Ryan Boggs of Arkus
00:51:23
In this episode of Agents of Nonprofit, I talk with Ryan Boggs from Arkus. Arkusis redefining and reshaping what it means to hire an outside consultant by providing a diverse set of services from Salesforce implementations to custom application development.
Topics we cover include:
The magic of becoming partners with clients
How a nonprofit can prepare for migration from a legacy CRM system to Salesforce
Criteria that needs to be met for a successful data migration
Preparing clients who might not be aware of the time and cost of large CRM data migrations
Assessing automation within an organization
Making sure nonprofits are prepared for the long-term future for when problems may arise
Authentic Video Communications with Video Marketing Expert David Phu
00:44:49
In this episode of Agents of Nonprofit, I talk with David Phu - “a nonprofit video communications guy with several video awards and 20 years experience”. David teaches small nonprofits to do their own video marketing so they’re seen more, increase thought leadership, lead donors to give, and help volunteers apply.
Topics we cover include:
What positive outcomes come from using video vs. traditional copy
The full plan that is required around video marketing beyond simply creating it
Measurement and analytics tools for video marketing
How authenticity is winning eyeballs in the current video marketing landscape
The typical process for getting started and moving forward with video
Why knowing your members and using that data in a CRM is important
How to Delight & Simply with Sally Heaven of Raise HECK
00:47:52
In this episode of Agents of Nonprofit, I talk with Sally Heaven - Co-Founder of Raise HECK. Raise HECK is a woman-owned consulting company helping nonprofits choose and use the best technology to power their missions.
Topics we cover include:
What it means to work with progressive organizations that align with your values
The importance of finding organizations that are eager to change, making sure everyone is on board
Finding nonprofit software that is easy and fun to use
Best practices in helping organizations take the leap from an excel sheet to a full software platform
The benefits of starting with a CRM from scratch versus the difficulty of moving from CRM to CRM
The changes seen in CRMs & their importance in 17 years of working in the industry
To learn more about Raise HECK & connect with Sally Heaven:
Connecting with a Community to Learn and Grow with Eric Dreshfield
00:40:25
In this episode of Agents of Nonprofit, I talk with Eric Dreshfield, product evangelist at Mogli and the founder of the Midwest Dreamin’ Salesforce Community Conference. Eric is also a "Connector", a Blogger, a Marketer, a Community Advocate and considers himself the "Kevin Bacon" of the Salesforce Ecosystem.
Topics we cover include:
The reasoning behind starting the Midwest Dreamin’ conference
Comparing Salesforce’s Dreamforce conference to the Midwest Dreamin’ community conference
What a nonprofit can expect from attending the Midwest Dreamin’ conference
Having higher engagement levels with Mogli text campaigns versus email campaigns
Nonprofit use-cases for Mogli
The importance of community connections for career opportunities and more
In this episode of Agents of Nonprofit, I talk with Tim Lockie, the founder of The Human Stack and Now IT Matters. Now IT Matters is a social impact tech consultancy that provides insight, resources, and services for the digital capacity transformation of social impact organizations.
Topics we cover include:
Lessons learned in 20+ years of nonprofit leadership and Salesforce
Finding what is in the client’s best interest, even if that means recommending they work with someone else
Designing an experience that is built for humans to use and understand intuitively
Knowing who in the organization you’re speaking to and what their goals are so you can provide the information that matters to them
The issue of technology problems being attributed to technology rather than the human side
Creating measurable change in an organization that has a culture of authenticity and transparency
In this episode of Agents of Nonprofit, I talk with Laura Bibbo who supports and coaches organizations in leveraging technology that better enable them to deliver on their missions. Laura is a change leader and innovator that doesn’t like to just be one thing, which means she knows “a little about a lot!”
Topics we cover include:
What it means to be a change leader and innovator in the field
Finding what will truly make you successful rather than pivoting to new shiny objects
The common project pitfall of not having shared visions and goals across the organization
Understanding the platform that an organization needs to work cohesively and breaking down silos
Best practices for what should and shouldn’t be tracked in a CRM
Consumer expectations shifting towards the need for ease & ability to do things online
Using Salesforce as a Tool to Save the World with Tom Knox
00:36:55
In this episode of Agents of Nonprofit, I talk with Tom Knox, the Executive Director of Valley Clean Air Now, 501(c) nonprofit that focuses on vehicle incentive programs aimed at low income drivers. Valley CAN helps reduce air pollution, while simultaneously making driving more affordable and reliable for low income drivers.
Topics we cover include:
The transformation process from using pen and paper, to Excel, to Salesforce for capturing and managing data
Building trust with customers while collecting data
The differences in the human element of pen and paper data collection versus digital
Trusting your team in figuring out solutions for growing and improving your technology
Some early green flags and warning signs for working with an agency to tell if they’re a good fit
Salesforce’s ability to be a force for good and how cloud-based data management can be used to save the world
High Impact Innovation for Nonprofits with Mitch Stein of Pond
00:46:34
In this episode of Agents of Nonprofit, I talk with Mitch Stein, Co-Founder and CEO of Pond, a networking & RFP platform for nonprofits. Pond flips the marketplace model upside down to create an engaging and supportive space where nonprofit leaders can save time, earn money & empower their search.
Topics we cover include:
The offline inspiration behind creating Pond
Breaking barriers in the nonprofit world with a connected marketplace
What can a nonprofit expect to experience when they interact with Pond
Rewarding nonprofits rather than offering discounts up-front
Finding success with interactive content and integrating it as a core part of the Pond platform
Finding value in having an outside perspective, asking questions, and never presuming you know the answer
Building Strong Teams to Support Nonprofits with Peter Genuardi (Part 1 of 2)
00:45:03
In this two-part episode of Agents of Nonprofit, I talk with Peter Genuardi, Founder of See The Stars. See the Stars aims to take the tools of capitalism and uses them to make the world more compassionate. Their portfolio includes a series of professional services, startup businesses, and direct investments. Part two will continue this conversation next week!
Topics we cover in part one include:
Should an agency aspire to be a one-stop shop for nonprofits?
What makes a good leader in the technology and marketing services space serving the nonprofit industry
The benefits of promoting a leader from within the agency compared to hiring from the outside
Providing people with pathways to grow within the organization and understanding the goals of team members
Creating a culture of learning where asking questions is expected & encouraged
Addressing deficiencies within team member skill sets
Building Strong Teams to Support Nonprofits with Peter Genuardi (Part 2 of 2)
00:42:55
In the second half of this two-part episode of Agents of Nonprofit, I talk with Peter Genuardi, Founder of See The Stars. See the Stars aims to take the tools of capitalism and uses them to make the world more compassionate. Their portfolio includes a series of professional services, startup businesses, and direct investments. Make sure to listen to part one of this conversation from last week!
Topics we cover in part two include:
Being an effective manager by hiring competent team members and not micromanaging
Building trust with remote team members by focusing on their outcomes
Finding people that fit roles rather than molding the role around the people
The importance of valuing diversity in your team, as well as understanding the diversity in end users of a product or service
Cultivating a culture of vulnerability within your company to help build relationships
Embracing the possibility that weaknesses can actually be strengths
Changing Things Up to Combat Donor Participation Decline with Louis Diez
00:36:51
In this episode of Agents of Nonprofit, I talk with Louis Diez, VP of Community at Almabase and Founder of Donor Participation Project. Louis advises nonprofits in annual fund development, digital fundraising, and engagement strategies.
Topics we cover include:
What the Donor Participation Project is, and what Louis’ motivation was behind starting it
The huge benefits of utilizing e-gaming, e-sports and streaming communities in fundraising
How a nonprofit can manage to combat misinformation and decline in trust from potential donors
What the most important technologies a nonprofit should be utilizing for fundraising
Where Louis would like to take the Donor Participation Project in the future
Predicting the future of nonprofit fundraising, including community-led growth, automation and no-code
How to Become an Excellent Consultant with Pei Mun Lim
00:45:26
In this episode of Agents of Nonprofit, I talk with Pei Mun Lim, Co-Founder of Zenhao, a leadership academy for consulting and project delivery excellence. Pei loves creating the chemistry that sparks high performing teams and can help Salesforce and Microsoft partners build and develop their internal talent into a group of outstanding consultants.
Topics we cover include:
The balance between being your authentic self while still being professional
The importance of partners investing in and allowing new people to have access to training
The software-agnostic approach that Pei takes to allow the scaling up of consultants with many different specialties
Pei’s 6 points that make an excellent consultant, including a brief explanation
One way a consultant can give the best first impression possible to a potential client (Plus, where to find 14 additional ways to be sure to give the best first impression!)
To learn more and connect with Pei Mun Lim: @On the Peiroll (All Links)
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
Diversity, Equity, Inclusion (DEI) and Data with Meena Das
00:41:23
In this episode of Agents of Nonprofit, I talk with Meena Das, the founder, data consultant, trainer, and an ethicist with her nonprofit consulting practice, NamasteData. She also runs a virtual school on data and equity, Data Is For Everyone. She specializes in designing and teaching equitable research tools and analyzing engagement. You can engage with her through her latest workshop Towards Human-Centric AI and her LinkedIn-based newsletter data uncollected.
Topics we cover include:
Learning from lived experience and applying it to data to develop Diversity, Equity, Inclusion, Accessibility and Belonging
The impact of language in copy to include or exclude diverse groups of people
Reflecting within your team to share and turn what’s found into action
What it means to start with data when starting to think about equity and diversity
Meena’s recommendations and best practices for data governance, PII, and privacy
Building the Right Team to Fulfill a Mission with Dan Hanley
00:49:06
In this episode of Agents of Nonprofit, I talk with Dan Hanley, Principal and Founder of Altrui Consulting. Altrui leads development teams, creates strategies and budgets, and hires elite development professionals, all while providing key support organizations need to fulfill its mission. Dan is ecstatic to work with nonprofits to support their growth in relationship building and fundraising, especially those serving populations that include the unheard, forgotten and invisible
Topics we cover include:
Making sure nonprofits have the capacity to take on products so they can take full advantage after purchase
Making sure job descriptions are kept up to date, so they reflect the current needs, rather than being up to 15 years old
Helping nonprofits figure out what it takes to keep a team, from vacation to leadership to people
Dan’s Top Symptoms for locating a donor problem within a nonprofit
The pros and cons of thanking a donor personally with an email or phone call
In this episode of Agents of Nonprofit, I talk with Amy Eisenstein, CEO and Co-Founder of the Capital Campaign Toolkit. Capital Campaign Toolkit gives nonprofit leaders access to all the guidance and tools they need to implement successful campaigns — without breaking the bank. Amy is also the co-host of the All About Capital Campaigns Podcast, a weekly source for nonprofit fundraising advice.
Topics we cover include:
Comparing a capital campaign with a fundraising campaign and the difference in strategies that might be used
Things to look for and things to avoid when hiring a capital campaign consultant
Measuring outcomes versus input as a consultant from a billing perspective to improve client satisfaction
How the Capital Campaign Toolkit comprehensively helps nonprofits with advisors, resources, tools, templates, support groups and more
Giving organizations the tools and resources they need to empower themselves for the future in addition to direct support
How to Make Sense of Data for Better Fundraising with Kirk Schmidt
00:34:06
In this episode of Agents of Nonprofit, I talk with Kirk Schmidt, Director of Fundraising Optimization at Frontier Marketing. Kirk is an experienced fundraiser and non-profit operations expert with a background in mathematics and IT, who runs a team of data scientists who work to help charities raise more money for their missions.
Topics we cover include:
What the differences are between metrics & analytics and why they are important
Creating data warehouses or data lakes to have data be communicated between different systems
The effects from perceiving or presenting data with different scales, inputs and outputs
Having a baseline of data and what KPIs a nonprofit might want to have when moving toward a new project
The reason it is almost always difficult to have data when starting out
Leaning into Technology for Immigrants and Refugees with Marco Campana
00:45:31
In this episode of Agents of Nonprofit, I talk with Marco Campana, a Digital Strategy and Communications Consultant for Immigrant & Refugee serving organizations. Marco works to help staff in these agencies build their digital capacity by harnessing the communications & network potential of web and social media in their work.
Topics we cover include:
Starting with the technology knowledge users already have rather than trying to educate from scratch
The wide range of tools that work best for serving the settlement of newcomers
Taking accessibility and language into account when creating forms and how technology can help with that
Using Salesforce (or other CRMs) for Client Journey Tracking, Intelligence Gathering and more, beyond simple reporting
The BabyCenter.com approach to guiding a client along a journey from start to finish
What Does Awesome Nonprofit Salesforce Training Look Like with Tasha Van Vlack
00:54:12
In this episode of Agents of Nonprofit, I talk with Tasha Van Vlack, Sales and Marketing Specialist at cloudStack Services. cloudStack Services is a fundraising CRM built to transform the way nonprofits organize donor information and daily work to create a greater impact.
Topics we cover include:
When to start talking about training and investing in training
The best ways to prepare a nonprofit for training so they are in the best position to engage with and absorb the information
Managing feedback and questions from training groups that you might not have an answer for
Measuring the success of training once it’s been completed
Adopting and preparing Salesforce language that will work with nonprofit organizations where they might not speak in technical terms
Nonprofit Innovation and Execution with Michelle Flores Vryn
00:47:35
In this episode of Agents of Nonprofit, I talk to Michelle Flores Vryn, the Chief Development Officer of OneStar. She has worked in almost every area of development: major gifts, institutional giving, membership, capital campaigns, consulting, special events, and annual giving.
Before joining OneStar as the Chief Development Officer, she worked in international fundraising, led the communications and development team at a nature center in Houston and, as a board member, helped launch Exploration Green—a 200-acre green space for conservation, recreation, and flood detention in Greater Houston.
Michelle is passionate about mentoring Black, Indigenous and People of Color (BIPOC) nonprofit professionals and creating better workplace cultures where they can thrive. She helped form the inaugural Justice, Equity, Diversity and Inclusion (JEDI) Committee for EarthShare of Texas and is active on committees with the Association of Fundraising Professionals Global and the Donor Participation Project.
The topics we cover:
What innovation means in the nonprofit space
Ideas are cheap; execution is costly. The need for emphasis on idea execution, not just idea generation, and how to encourage nonprofits to implement ideas.
How gamification, badges, and incentives could promote friendly competition and impact of nonprofits
Better to try and fail than not try at all. How to get nonprofits more comfortable around risk and recognize that failure is part of success.
Creating psychologically safe teams in the nonprofit world.
How to measure success of an idea and the indicators that tell whether an idea is a success or failure
When to seek external advice and why nonprofits need to listen more to internal staff over external advisors and consultants
To learn more and connect with Michele Flores Vryn:
The Four Categories of Consultants with Tim Sarrantonio
00:47:02
Hiring a consultant can be a great way for a nonprofit to get advice from an expert on a certain issue or project. However, due to the unique nature of each project and problem, it's easy to waste a lot of money on blanket solutions that don't address your specific situation. Tim Sarrantonio is on the podcast today to talk about this subject.
Tim is the Director of Corporate Brand at Neon One, a technology and services company that focuses on small nonprofits and how technology can speed up their generosity in terms of design and execution.
In this episode, Tim continues from his LinkedIn post and divides consultants into four groups: searchers, trainers, managers, and coaches. He talks about each category and what they do best. He stresses the importance of knowing which of the four kinds of consultants you need before you spend any money. He also talks about advisors and project overseers and what they bring to the table.
The topics we cover:
Tim’s superhero origin story. How he started working with nonprofits.
The four primary groupings of consultants that help nonprofits and what they do.
The impact of consultants in the sales process
The difference between advisors, trainers, coaches, managers, and project overseers
Why nonprofits should make decisions based on budget and not P&L
How reliant nonprofits should be on consultants
In-house vs. consultant: deciding whether a consultant is needed
Addressing the rise in the number of consultants in the nonprofit space
Providing Access to Clean Water with Lisa Clowery and Tara Maritzer of OneDrop
00:40:33
The United Nations declared water and sanitation a human right, but billions of people worldwide still do not have access to clean water and proper sanitation.
Our planet is facing a water crisis, which will only worsen as the population grows and climate change continues to wreak havoc on our water supplies.
One Drop is an organization that is taking action to protect this vital resource for future generations and ensure sustainable access to safe water, sanitation, and hygiene for communities facing extreme barriers through innovation, partnerships, creativity, and the power of art.
Joining me on this episode to talk about how One Drop is doing this is Tara Maritzer, the Donor Relations and Corporate Development Advisor for the One Drop Foundation, and Lisa Clowery, Chief Philanthropy and Corporate Development Officer at One Drop.
The topics we cover:
Who are Tara and Lisa and what do they do?
Measurement and evaluation: What it is and its importance to nonprofit project success.
What it means to be sustainable
The types and roles of partnerships
How to achieve and strengthen partnerships
Pros and cons of Salesforce
Different ways you can get engaged with One Drop and make a difference
What One Drop has coming up in the near future
To Learn More and Connect with One Drop, Tara Maritzer, and Lisa Clowery:
There are approximately 38.4 million people living with HIV/AIDS around the world, and the vast majority of them live in Africa. In 2021, it is estimated that 860,000 people in Africa were newly infected with HIV and 420,000 people died from AIDS-related illnesses.
On the other hand, in 2020, malaria caused an estimated 241 million clinical episodes and 627,000 deaths. An estimated 95% of deaths in 2020 were in the WHO African Region.
Despite significant progress made in recent years in expanding access to treatment, only around half of those who need treatment in Africa are able to receive it. Because of this, these diseases still kill a lot of people on the continent every year.
One nonprofit combating disease and improving access to healthcare on the continent is GAIA. GAIA’s mission is to strengthen healthcare in underserved African communities. GAIA envisions a world where health outcomes are not determined by who you are or where you live but believes that everyone deserves access to quality healthcare, no matter where they live, or who they are.
Kelsey Fisher, the Program and Grants Officer at GAIA Global Health, joins me on the podcast today to discuss GAIA's impact in healthcare in Malawa and how this is achieved, how GAIA finds investors and raises funds, collects and tracks data, the use of Salesforce and more.
The topics we cover:
What Kelsey and GAIA does
Kelsey’s motivation to join GAIA
The role of partnerships in GAIA’s mission and work
Technology for Better Marketing, Fundraising, and Communication with Benjamin Johnson
00:45:12
Nonprofits should invest in technology. It can automate fundraising efforts and get in touch with more donors. It can also keep in touch with stakeholders through newsletters, mail, email, etc., and improve data management by keeping track of donor information and figuring out how well a program is working and how successful a charity is.
Frontier is a nonprofit marketing company with a unique fundraising culture and a focus on systems to help nonprofits get results.
In the previous decade, Frontier has partnered with Canadian charities to raise over $10 million annually. Frontier develops material, creates designs, segments, and delivers direct mail and internet campaigns. What makes Frontier unique is they analyze the companies' values, beliefs, and missions adapt their strategies and campaigns accordingly.
Joining me on the podcast is Frontier’s Champion of Growth, Benjamin Johnson. In this episode, he shares how to get nonprofits started with technology and the kind of tech stack nonprofits should adopt to drive fundraising efforts, improve communication, and data management.
Topics we cover:
The thinking behind Frontier Marketing
The core competencies of a nonprofit
The solutions that Frontier provides
Digital mail vs direct mail
Frontier’s customer profile
The Ben Diagram: marketing, measurement, and management
The technology Frontier uses for digital agency, print agency, newsletters, and direct mail.
The pros and challenging of huddles
What Loom offers that Slack doesn’t
The technology nonprofits use to make life easier
How to do messaging for growth
How to adapt to your client’s needs
Raising the bar of standards of tech in nonprofits
What an Effective Nonprofit Website Looks Like with Austin Hattox
00:38:06
In this week’s episode, Alexander hosts Austin Hattox who shares about his experience creating websites for nonprofits.
Austin is the founder of Pixel Lighthouse, a company that he started with his wife to create websites for nonprofits to enable them to paint a clear picture of their vision and enable audiences to interact seamlessly with them online.
Listen in to learn more about the strategies, tools and resources to use when setting up a website for nonprofits, learn more about the Pixel Lighthouse story and best practices to focus on when creating the right online presence for non-profit organizations.
Topics we cover:
Austin’s superhero origin story
On hiring unskilled staff to create websites for nonprofits
The origin of the name ‘Pixel Lighthouse’
What services Pixel Lighthouse offers
Using the website to tell a story
The ideal nonprofit that Pixel Lighthouse works with
What makes the website implementation process successful
How is website success measured
Technologies used to implement the websites
ClickUp and other apps Pixel Lighthouse to implement websites
Many non-profits face difficulties in acquiring and keeping up with the right technology solutions. Finding and setting up the right CRM, software, and other services is essential for the survival of any business in the modern era.
One solution that makes this process easier is TechSoup, a nonprofit that exists to help other nonprofits acquire and use the right technology at a subsidized cost. TechSoup has served 1.4 million nonprofits and saved the sector about $19 billion in software and service fees.
TechSoup does that at scale with about 120 technology companies to help manage their discount and donation program. Google, Microsoft, Adobe, Cisco, Zoom, all rely on TechSoup to administer their donation and discount programs to nonprofits.
Eli Vander Giessen from TechSoup joins us in this week’s episode to talk about TechSoup’s offerings, the signup process, and how it helps nonprofits get access to and use best-in-class software at a reduced cost. He also shares his experience working with TechSoup.
This episode is helpful if you work in a nonprofit seeking to save much more on software and service fees.
Topics we cover
Eli’s superhero story
How Eli met and worked with David Suzuki
How TechSoup operates globally amidst multiple languages
What attracted Eli to TechSoup
TechSoup’s ideal client profile
TechSoup’s offerings
TechSoup’s signup process
TechSoup’s partnerships
The TechSoup forum
The cost of TechSoup
How TechSoup is different from Pond
Resources offered by TechSoup to assist nonprofits
Growing Generosity in Nonprofits with Erik Tomalis of Virtuous CRM
00:47:08
Running a nonprofit requires a lot of planning, tracking and client management, reaching out to donors, staff coordination, task management, and many other tasks. This can be daunting.
With new challenges at hand such as great resignations, global economic challenges, there is more nonprofits have to handle, and this requires more seamless technology to run operations, marketing, and communication.
Erik Tomalis, the Director of Business Development at Virtuous, joins me on the podcast today to talk about Virtuous, a technology company that supports nonprofits in setting up CRMs, fundraising, volunteering and marketing tools needed to create more responsive donor experience and increase generosity.
Topics we cover
● Erik’s background and what Virtuous does ● The ideal client Virtuous ● Exploring the different features of Virtuous ● Wealth screening ● How Virtuous supports marketing ● Payment options and payment processors on Virtuous ● Mobile app and volunteer opportunities at Virtuous ● Integrations that are possible in Virtuous ● Professional after-sale services offered by Virtuous to clients ● Partnerships and outsourcing at Virtuous ● How pricing works at Virtuous ● Where Virtuous is on the nonprofit CRM landscape ● Dealing with change management ● What’s in the future for Virtuous
Enhancing Workflow Efficiency with Zak Pines of Formstack
00:36:36
In this week’s episode, I host Zak Pines. Zak has been in the SaaS industry for many years and has diverse experience in sales, marketing, and partnerships. Marketo, HubSpot, and Salesforce are among the software ecosystems he has worked with throughout his career. Currently, Zak is at Formstack where he has been building and managing a partner program and a community of product experts who provide excellent solutions for customers and technology partners with whom Formstack has integrations.
In this week’s episode, Zak Pines explains how nonprofits can solve problems and create better processes around data collection, workflow, automating document generation, and collecting digital signatures through Formstack.
Topics Covered;
Why Zak joined Formstack
What Formstack does
How forms work on Formstack
Imbedding Formstack in emails
How documents, signatures, platforms, and workflows work on Formstack
How to build your own features on Formstack
Difference between the electronic and digital signatures
The platforms that Formstack integrates with besides Salesforce
What can you do to connect better with your audience? How do you hear what they are saying beyond what is spoken? What can you do to improve your connection and authenticity with them through more transparent engagement?
This episode will help you answer any of the questions above. We welcome Emily Taylor to talk about strategic listening for nonprofits. With teenyBIG, Emily helps nonprofits engage better with their audiences through strategic listening.
Topics covered:
What is strategic listening?
How Emily came up with the name ‘teenyBIG’
Challenges that teenyBIG solves for nonprofits
Qualifying questions with clients to evaluate their needs
How teenyBIG measures their work success
How to deliver ‘feelings’ such as connectedness, power or togetherness
Demystifying biases to better engage with audiences
Effective Coaching and Training for Nonprofits with Susan Kahan
00:39:23
Are you a non-profit leader who is overworked and undersupported? Do you find it hard to keep your staff, board, or team interested? Feeling overwhelmed by the constant pressure to meet your organization's goals and raise money? If so, this episode provides a solution for you.
Susan Kahan, Founder and Principal of Sapphire Fundraising Specialists, joins us to discuss how her company helps nonprofits work better and raise more money, retain staff, keep board members engaged, and get to know their donors better.
The topics we cover:
Susan’s superhero origin story
Why Susan started Sapphire Fundraising Specialists
How Sapphire serves nonprofits
The value of coaching for executives and leaders
Why nonprofit leaders do not collaborate
How to keep your staff and board members from burning out
How to attract and keep new talent
The ideal nonprofit profile Sapphire serves
What Sapphire does to help nonprofit in change management
Creating realistic strategies that align with nonprofit current resources and capabilities
Susan’s technology and software recommendations
Recommendations for social media
Why you need to keep your systems integrated
How to make sure your donation page is operational
Empowering People with Disabilities Using Technology with Chad Leaman
00:45:35
‘Of people with disabilities that are unemployed, over half of them have a university degree.’ - Chad Leaman
Disabilities can have a significant impact on a person's social and economic standing. Those with disabilities face barriers to education, employment, and social participation, which can limit their opportunities and cause poverty, limit access to healthcare and other services, and reduce their overall quality of life. Also, people with disabilities may have to pay more for the equipment and accommodations they need, which can make their finances even worse.
However, with the right support and accommodations, people with disabilities can lead fulfilling and successful lives.
A nonprofit taking action to make this happen is Neil Squire, and joining me on the podcast is Chad Leaman, their Director of Innovation. Chad shares how Neil Squire serves and empowers people with disabilities through technology, knowledge, and passion.
The topics we cover:
Chad’s superhero origin story
Chad’s inspiration to work with Neil Squire
The Makers Making Change program
Examples of disability technology and innovations
Neil Squire’s ideas and solutions and how they come to fruition
The value of volunteers with technical skills to Neil Squire
How Neil Squire validates and vets ideas
Neil Squire’s business/funding model
Their digital literacy, employment, and assistive technology efforts
Empowering disabled communities with digital devices, affordable internet, and learning opportunities
Addressing negative stigmas disabled people face in employment
Rock Your Role as a Salesforce Admin with Jodi Hrbek
00:46:11
Is being your company's Salesforce expert something you're interested in? Do you want to exceed expectations while optimizing and reducing your workload? If so, this episode is for you.
Joining us on the podcast is author and Salesforce expert Jodi Hrbek, who’s spent over 20 years using Salesforce. She is an expert in setting up and optimizing the Salesforce platform for businesses of all sizes. She shares her wealth of experience and knowledge about using Salesfrorce, the Salesforce admin role, and achieving best results with Salesforce in this episode.
The topics we cover:
How Jodi started her Salesforce career
About Jodi’s book, Rock Your Role as a Salesforce Admin, and her motivation for writing.
If Rock Your Role as a Salesforce Admin is a good entry-level book
Why you need to evaluate your reason for pursuing a Salesforce admin role
The character and competencies a Salesforce admin should have
The difference between being an admin and being proactiveFuture career paths for an admin in Salesforce
Learning Strategies and Solutions for Nonprofits with Heather Burright
00:37:14
This week, Heather Burright is welcomed to the show to discuss learning strategies and solutions, change management, and empowering your people as a nonprofit.
Heather is a learning and leadership development consultant and the founder and principal consultant at Skill Masters Market. She has created hundreds of learning experiences from in person training, self-paced experiences, virtual classroom, and has worked with dozens of leaders to help them achieve their organizational professional development goals.
The conversation is about learning strategies, which are roadmaps that outline what people need to do to be successful within an organization and how the organization can help them achieve that success.
The topics we cover:
Why you need to invest in and empower your people as a nonprofit
Understanding learning strategies for nonprofits
Analysis, design, and implementation of learning solutions
How to facilitate virtual meetings and training
The development cycle for leadership training implementation
Understanding change management and instructional design for nonprofits
How to work with skeptical clients and silent resisters in projects
Training and technology solutions for nonprofits
Best practices for instructional design for nonprofits
This week, we are joined by Geng Wang to talk about Civic Champs, a volunteering CRM. Geng Wang is the CEO and co-founder of Civic Champs, a platform designed to help volunteer managers, coordinators and organizations manage their volunteers from recruitment to reporting.
In this conversation, Geng Wang walks us through the features available on the Civic Champs app and how beneficial they are to volunteer managers to make their management process more efficient. He covers; what the Civic Champs features are and how they work, the pricing of Civic Champs, how to engage volunteers to become donors, using Civic Champs alongside other CRMs and the future of Civic Champs.
The topics we cover:
● Geng’s superhero origin story
● How the name Civic champs came about
● How the different Civic champs features work
● Engaging volunteers to donate and share feedback
● Kiosk mode that enables mobile volunteer management
● How often Civic Champs updates their platform
● Offers and free trials to help volunteer managers make a decision
● How Civic Champs co-exist with other CRMs /partners
● What is the pricing like on the Civic Champs platform
Segmentation and Inclusive Fundraising for Nonprofits with Regina Alhassan
00:48:55
Are you tired of aimlessly searching for potential donors for your nonprofit organization? Do you want to get the most out of your fundraising efforts and build strong teams?
On the podcast today is Regina Alhassan, who answers these questions and more. She is the CEO of Research Pro and has 23 years of experience in prospect development consulting and getting big donations. Regina is an expert at finding potential donors by searching for their zip codes and using fundraising methods that are open to everyone.
This episode is a must-listen for nonprofits that want to find potential donors, build trust in their teams, and get the most out of their fundraising efforts by managing their data well. Regina's knowledge of inclusive fundraising, searching by zip code, building equity, and data management will give your nonprofit valuable information that will help it do better. Don't miss out on this opportunity to learn from one of the best in the field.
The topics we cover
Regina’s superhero origin story
Inclusive fundraising
Zip Code searching and other segmentation tactics for potential donors
Building equity in internal stakeholder teams
Why building equity and zip code searching are the most important aspects of fundraising
How openness on the equity discussion has increased overtime
Managing data from potential fundraisers
How to create segmented strategies for different fundraising groups
The Journey to Salesforce Mastery with Alexander Lapa
00:36:22
Do you want to learn the insider secrets of Salesforce success? Join us on the 50th episode of Agents of Nonprofit podcast as your normal host Alexander Lapa becomes the guest to today’s host: Tim Lockie.
Alex is a Salesforce Architect for nonprofits and host of this podcast. He will take us through his story and his journey to mastering Salesforce, plus share best practices when it comes to choosing a Salesforce consultant/agency. We'll also dive into why he started podcasting and why he believes it's so important.
The topics we cover:
Exploring Alex’s early interest in technology
Alex’s thinking process on starting the podcast
Alex’s digital nomad lifestyle
Lessons from traveling
Alex’s transition from Siebel to Salesforce
Importance of trust in Salesforce's success
Benefits of Salesforce for nonprofits
Why Alex chose to serve nonprofits
Problems Alex solves for nonprofits with Salesforce
Best practices for working with Salesforce consultant: How to choose the right Salesforce consultant
How to Strategically Implement a CRM for Nonprofits with Julia Devine
00:49:13
Wondering which CRM works best for your nonprofit? How to sustain your CRM after employees leave over time? Looking for CRM recommendations? Julia Devine shares valuable insights on this week’s episode.
Julia Devine is the co-founder of Devine & Parker Consulting, a firm which supports nonprofits, helping them create their strategy for technology implementation, training staff on usage, support in building technology infrastructure needed for success focusing on fundraising and marketing programmes. She shares her own journey into nonprofit technology consultancy, some of her favorite CRMs, recommendations for handling complexities around tech implementation and more.
The topics we cover:
Julia’s superhero origin story
Julia’s favorite CRMs for nonprofits right now
Offering nonprofits support as they adopt new CRMs
Who is Devine & Parker Consulting’s ideal client?
How Julia assesses a nonprofit before setting up their CRM
Next steps after the nonprofit is assessed
How to plan for continuity of CRM systems even after employees leave
How confidence is built in the client about receiving external support
The Impact Economy and Partnerships for Good with Tracy Kronzak
00:48:21
‘We're not going to change capitalism, but we can change the way that capitalism thinks about how to engage with mission-driven organizations.’ -Tracy Kronzak
What is an impact economy? How can nonprofits ensure to make profit without neglecting the integrity of social impact? What are partnerships for good? Is an impact economy really attainable? Tracy Kronzak answers all these with practical examples.
Tracy is a technology expert with over 10 years experience in technology for nonprofit. She has a background in policy analysis and previously worked with Salesforce.org.
The topics we cover
Tracy’s superhero origin story
What is the ‘Impact Economy’?
Finding a balance between revenue and impact
What organizations need to do to incorporate the Impact organization systems
How revenue and impact work together in favor of a nonprofit
Long and Short-Term Approaches to Technology with Kevin Christopher George
00:48:33
Making a decision about the right technology to use in your nonprofit? One with the right functions to add relevance to your objectives? What’s the best short term vs long term path to take tech-wise? Should nonprofits adopt new tech such as AI? Kevin Christoper George, a tech expert joins Alexander to answer these and more!
Kevin is the founder of Green Merits Consulting, an organization that focuses on research, selection and data analysis of cloud based software solutions for nonprofits. He has previously worked in tech with Blackberry, Oracle and Kupo.
In this episode, he shares his diverse insights on technology for nonprofits topics including; making the right long vs short term technology decisions for a nonprofits, the Request for Proposal process and what to consider in having a successful one, the ‘shiny new tech syndrome’ and whether it is good for nonprofits.
Topics we cover
Kevin’s superhero origin story
How to conduct a successful RFP Process
Questions nonprofits should consider for a successful RFP Process
Focusing not just on adding features but on value added to the organization
Not every problem is tech-related
Milestones to overcome that help the adoption of new tech
Long term vs short term choices for technology
Lacking cohesion in technology decisions across teams
Unlocking Nonprofit Potential using Data with Sarah Merion
00:45:37
In this week’s episode, Alexander sits down with Sarah Merion, the visionary founder and CEO of Impact Aligned, to discuss how data can be a game-changer for nonprofits.
With a wealth of experience spanning over a decade in the for-profit realm, Sarah has made it her mission to help nonprofit organizations achieve their goals by utilizing data-driven strategies, visualizing outcomes, and more.
Tune in to discover why data is a vital asset for nonprofits, and gain valuable insights into identifying and leveraging leading indicators, aligning strategies, and avoiding common pitfalls.
The topics we cover
Sarah Merion’s superhero origin story
Sarah’s motivation for starting her company
How companies can make better use of their data
How Impact Aligned helps nonprofits define their impact
Defining leading indicators for nonprofits
Aligning strategy for nonprofits
Visualizing outcomes in nonprofits
Sarah’s favorite CRMs and tools in managing data for nonprofits
Common pitfalls that nonprofits should be cautious of
Building a Salesforce App for Nonprofits with Pat McClellan
00:46:54
‘I feel the need to build something that is serving the mission of my customers, and doing something good in the world’ - Pat McClellan
If you have ever wondered what it’s like to build an app from scratch this episode is for you.
After a career change from media to software development, Pat McClellan has an app to show for it! He has built the Proton Blaster, a messaging app with Salesforce. Pat is a Chief Lightning Officer at Proton 7 Group and a Salesforce MVP with over 30 years experience in media.
This week, he joins Alex to discuss his career transition and what inspired it, how he decided his app is best suited for nonprofits, marketing and pricing the app, creating a seamless user experience, new features to look forward to on the app and more.
The topics we cover
(00:25) Pat’s superhero origin story
(04:20) Why did Pat decide to build his app?
(07:33) When did Pat decide that the app was suited for non-profits
(11:54) Personalization & integrating the app to Salesforce lightning
(16:53) How did Pat come up with the name; ‘Proton Blaster’?
(20:09) What to consider when building an app
(27:30) Focusing on a simple and familiar UI
(31:46) Pricing & marketing the app
(40:40) How will Salesforce’s merging of its nonprofits package to the core affect Proton 7?
(44:42) What to look forward to in the next version of Proton text
Data Visualization for Nonprofits with Amelia Kohm
00:43:27
Did you know that visual presentations of data are 43% more effective than written or vocal? Human beings have always interacted with visual effects as a means of survival, concentration, and mental stimulation.
On this week’s podcast, Alexander is joined by Amelia Kohm, the founder of Data Viz for nonprofits. Amelia previously worked in policy research around children and families. She offers us insight into the world of data visualization and how this is important for all nonprofits. She discusses interactive dashboards, why data is important, emotional responses from data visualization and more.
The topics we cover
(00:23) Amelia’s superhero origin story
(02:14)What is data visualization?
(05:11) What does an interactive dashboard look like?
(09:37) Why data is important and you must get it right
(11:28) Even visual plots and numerical graphs demand super concentration
(22:35) Can data visualization create emotional responses from audiences?
(25:33) Deciding which information is more important when doing visualizations
(32:39) When data is insufficient or hard to decipher
(35:54) One of Amelia’s favorite projects
(40:01) What does Amelia’s short term future look like?
Fundraising for a Performing Arts Center with Renee Garvens
00:40:17
Fundraising is at the heart of every nonprofit. With the right strategy, communication channel and fundraising message, nonprofits are able to achieve their targets with ease.
In this week’s episode, Alexander is joined by Renee Garvens to tackle unique perspectives in fundraising. Renee is the Vice president of Development at the Tobin Center for Performing Arts.
In her discussion, she details the unique nature of fundraising for a performing arts center, highlighting the obstacles and insights gained from attempting to secure funds amidst the pandemic. Additionally, she delves into the fundraising channels and tech tools used by the Tobin center, while also outlining the organization's short-term goals.
The topics we cover
How Renee got started working in nonprofits
What about the Tobin Center for Performing Arts caught Renee’s attention?
What is the distinguishing factor in fundraising for a Performing Arts Center?
Strategies used to maintain fundraising during the COVID pandemic
Renee’s superpower that helped weather the storm during the pandemic
How being self-taught helped Renee think outside the box about fundraising
What fundraising channels are used for the Tobin Center?
What kind of stories resonate most with Renee’s audience?
Technology Renee used to aid Tobin Center’s fundraising activities
What other short term goals does the Tobin Center have?
The Keys to Starting a Nonprofit with Brooke Richie Babbage
00:50:33
Do you wonder what details go into setting up a nonprofit? What problem are they solving? Are other people solving the same problem? How do I receive advice? This is for you!
In this week’s episode, Brooke Richie Babbage joins us to share from her experience in setting up nonprofits. Brooke wanted to get into social justice work from as early as 10 years old! Now with over 20 years experience in the nonprofit sector, she shares about the details of setting up a nonprofit. From landscape mapping to how to hire staff, looking for funding, setting up a board of advisors, handling feedback, technology recommendations to use and more.
The topics we cover
How Brooke started working with nonprofits
Landscape scanning before starting a nonprofit
To partner with an already established nonprofit or start a new one?
Merging with stronger nonprofits for greater impact
Which feedback to pay attention to when making decisions about a nonprofit
Why it’s important to create a startup board of advisors
How and when to transition from a startup board to a governance board
Difference between a board of directors and an advisory council
How can a nonprofit without enough funding get people to do goodwork
Taking advantage of AI to do some roles for a new nonprofit
Getting the Right Kind of Help with your New Nonprofit with Technopath CEO Sarah Epting
00:40:19
Are you ready to change the world but don't know where to begin? Tune in to discover how Technopath can guide you through the crucial steps of starting a nonprofit, so you can focus on making a difference!
Discover the secrets to non-profit success as Technopath's CEO, Sarah Epting, spills the beans on building and thriving in this week's unmissable episode. Sarah shares how Technopath's training and activities work together and what they can provide you to help you succeed, what their package looks like, and what will happen to the company’s future.
The topics we cover:
What inspires Sarah Epting to share her knowledge
How Sarah Epting started Technopath
How the 4 main activities of Technopath work together to help you succeed
What the upper crust package of Salesforce looks like
Sarah Epting’s impression about Salesforce’s new data model
Secrets to Building a Cohesive, High-Performing Team with Erik Rubadeau
00:45:22
Do you know what's the secret to achieving success in an organization? Hint: it involves building a strong team. Discover the secrets to mastering the art of successful team building!
If you're interested in learning how to create a cohesive and high-performing team, be sure to tune in to this episode featuring Erik Rubadeau, CEO of Yeeboo Digital. Join us as Erik talks about the entire process of building a successful team, from hiring the right people to fostering a sense of unity within the team.
The topics we cover:
How Erik started working with non-profits
Does having a capability of doing many different things have an advantage in hiring process
Tips in recognizing the skill set of an individual and assigning roles
Importance of transparency
Is being generous with your knowledge good for team building?
Expressing gratitude and recognition in a group setting
Ways on how to keep closeness when your team is physically far apart
How to balance team building and delivering projects to clients
The Formula for Strategic Planning: Propel Your Organization to Success with Carol Hamilton
00:42:33
Discover the secret behind thriving organizations and unlock the power of strategic planning with renowned expert Carol Hamilton. In this captivating episode, Carol, founder of Grace Social Sector Consulting and host of the Mission:Impact podcast, shares her profound insights on strategic planning in the nonprofit sector. From leveraging technology to incorporating DEI practices, learn the key strategies that will propel your organization towards achieving its goals effectively.
Key highlights:
Carol's inspiring journey in the non-profit sector
The inception of Grace Social Sector Consulting and Mission:Impact podcast
Unveiling the secrets of virtual strategic planning
Optimal timing for strategic planning success
Expectations and outcomes of strategic planning for organizations
Crafting a goal priority list for strategic impact
Embracing DEI in planning sessions for transformational change
The undeniable importance of DEI in today's landscape
Join us and gain valuable insights from Carol Hamilton as she unravels the strategic planning formula for organizational success. Don't miss this episode that will revolutionize your approach to planning and propel your organization towards new heights!
Learn more and connect with Carol: https://www.missionimpactpodcast.com/ http://www.gracesocialsector.com/
Unleash Your Fundraising Superpowers: The Nonprofiteer's Field Guide to Philanthropic Success
00:46:31
In the dynamic realm of fundraising, are you ready to unlock your potential as an agent of change? Join us on Episode 64 of Agents of Nonprofit as we delve into the captivating world of Evan Wildstein's groundbreaking book, "The Nonprofiteer's Fundraising Field Guide." Prepare to be empowered with a modern approach to philanthropic success that will elevate your impact to new heights.
In this riveting episode, Evan Wildstein, a seasoned expert in the non-profit sector, unveils the secrets to becoming a better servant-leader. Discover how to forge deep connections with donors, foster a culture of impactful philanthropy, and ignite transformative change in your organization. With his invaluable insights, Evan will guide you through the 10 core behaviors of servant-leaders, offering a down-to-earth and inspiring blueprint for fundraising excellence.
Key highlights:
The remarkable journey that led Evan to work with nonprofits
Unveiling the motivation behind Evan's groundbreaking book
Real-world examples of servant-leadership in action
Mastering the 10 core behaviors that define servant-leaders
Harnessing the power of technology in your philanthropic endeavors
Don't miss this opportunity to embrace your fundraising superpowers and embark on a transformative journey with Evan Wildstein's "The Nonprofiteer's Fundraising Field Guide." Tune in now and revolutionize your approach to philanthropy, propelling your organization towards unparalleled success.
Navigating the Nonprofit RFP Process: Insights from Kismet Saglam
00:49:40
In this episode of Agents of Nonprofit, our guest Kismet Saglam sheds light on the intricacies of the nonprofit Request for Proposal (RFP) process. Kismet emphasizes the need for discretion and privacy in certain situations, acknowledging that publicizing an RFP can attract unwanted attention and distractions.
By maintaining a controlled communication approach, organizations can focus on the task at hand without unnecessary inquiries. Kismet also discusses the challenges of managing an overwhelming number of responses, highlighting the importance of specialized services and the natural process of elimination that occurs when targeting specific vendors.
Topics We Cover:
The need for privacy and controlled communication in the RFP process
Strategies for managing an influx of responses and filtering applications effectively
Various platforms for communicating RFPs, including websites, LinkedIn, listservs, and RFP portals
Preparing internal discussions, stakeholder buy-in, and assessing resources before initiating an RFP
The significance of allocating dedicated personnel to ensure smooth RFP execution and implementation
The role of budget considerations in shaping RFPs and adjusting projections based on vendor proposals
Balancing the factors of scope, timeline, and budget during the RFP process and potential adjustments
Fostering transparency and collaboration between nonprofits and vendors for a mutually beneficial partnership
The ethical approach of providing guidance to vendors without influencing the final decision-making process
Join us in this insightful episode as we dive into the world of nonprofit RFPs and gain valuable insights from Kismet Saglam, an expert in navigating the complex landscape of nonprofit procurement.
Grant Cycle: Revolutionizing Nonprofit Grant Management with Ansley Fender
00:49:21
Join host Alexander Lapa in this episode of "Agents of Nonprofit" as he interviews Ansley Fender, the founder of Grantcycle, a groundbreaking software solution for post-award grant management. Ansley shares her inspiring journey into nonprofit management, her decision to create Grantcycle, and her insights into specialized software for grant management. Discover how Ansley's accidental involvement with nonprofits led her to develop a powerful tool that streamlines financial processes, improves accountability, and maximizes the impact of nonprofit organizations.
Topics We Cover:
Ansley's background and accidental entry into the nonprofit sector.
The motivation behind starting Grant Cycle and its evolution from financial consulting to grant management.
The role of low-code technology in Ansley's journey and the advantages of using Bubble.
Key features of Grantcycle: program finances, budgeting, outcome metrics, project management, document storage, and reporting.
Ansley's approach to software integration and the importance of specialized tools for different functions.
Pros and cons of specialized software versus all-in-one solutions for nonprofits.
The significance of accounting in grant management and its integration with Grantcycle.
Best practices for nonprofits in managing grants and understanding grant conditions and reporting requirements.
Capacity building and the need for strong financial controls and management software.
Tracking and reporting impact: documenting every dollar spent, meeting reporting requirements, and showcasing impact through storytelling and impact dashboards.
The value of transparency and admitting failure in the nonprofit sector, and the changing perspectives of funders in the post-COVID era.
Tune in to this episode to gain valuable insights from Ansley Fender and learn how Grantcycle is transforming grant management for nonprofit organizations, enabling them to achieve greater efficiency and effectiveness in fulfilling their missions.
Unlocking Global Opportunities: Exploring Salesforce, Recruitment, and Careers with Ben Duncombe
00:44:42
In this episode of Agents of Nonprofit, Alexander Lapa sits down with Ben Duncombe, a Salesforce recruiter from Australia, to delve into the world of Salesforce and Salesforce recruiting. Join them as they uncover the global reach of Salesforce, its impact on individuals' careers, and the rewarding opportunities it presents. Ben shares his own journey, insights from successful Salesforce professionals, and the expanding role of Salesforce in Australia and beyond.
Together, they explore the vast possibilities offered by Salesforce, the diverse range of individuals who can thrive within its ecosystem, and the impact it has on their careers. They discuss the global phenomenon of Salesforce, debunking misconceptions and shedding light on its far-reaching influence. From sharing inspiring stories to examining recruitment strategies, Ben provides valuable insights into the world of Salesforce and its potential for personal growth and professional success.
Topics We Cover:
The global nature of Salesforce and its impact beyond North America and Europe
How Salesforce acts as a passport to opportunity for professionals worldwide
The flexibility of working remotely as a digital nomad within the Salesforce ecosystem
Ben's transition from SAP recruitment to specializing in Salesforce recruiting
The accessibility and ease of setting up orgs, learning, and getting certified in Salesforce
Inspiring stories and achievements from successful Salesforce professionals on Ben's podcast
The rewarding aspects of finding Salesforce jobs for individuals worldwide
The variety of backgrounds and professions that can find a place within the Salesforce ecosystem
Exploring the Certified Technical Architect (CTA) certification and its impact on careers and salaries
Salary and employment model differences between countries and the demand for Salesforce contractors
The needs of Salesforce clients and challenges faced by not-for-profit organizations in recruitment
Trends in Salesforce career paths, barriers to entry, and the importance of continuous learning
Tech, Trends, and Donor Loyalty with Mike Johnston
00:46:14
In this episode of Agents of Nonprofit, host Alexander Lapa interviews Mike Johnston, a seasoned expert in the nonprofit sector, as they delve into the world of innovation and fundraising. Join them as they explore the transformative power of technology and its impact on nonprofit organizations, sharing insights on best practices, overcoming challenges, and personalizing donor experiences. Discover how to leverage the latest trends in fundraising to make a lasting difference and foster donor loyalty.
As they discuss the challenges nonprofits face when adopting technology, Mike emphasizes the need for accessible and user-friendly platforms. The conversation expands to explore the concept of omnichannel marketing, highlighting its effectiveness in increasing engagement and donations. They further delve into strategies for donor loyalty, emphasizing the power of personalized communication and the potential of technology to enhance donor experiences
Topics We Cover:
Mike's journey in the nonprofit sector and the passion that drives him.
The transition from direct mail to digital fundraising and the role of technology.
The democratization of technology and its impact on nonprofits.
Exploring the rise of artificial intelligence (AI) and large language models in fundraising.
Overcoming the fear and hesitation around technology in the nonprofit sector.
The need for affordable IT and technology experts in nonprofit organizations.
Understanding the concept of omnichannel marketing and its effectiveness.
Studies on the positive impact of combining channels in fundraising efforts.
Balancing donor loyalty and acquiring new donors based on organizational priorities.
Harnessing technology and design thinking to create personalized donor experiences and improve loyalty.
The Power of Storytelling in Nonprofits with Jess Campbell
00:41:45
In this engaging episode, we're joined by Jess Campbell, a nonprofit consultant and storyteller, about the importance of storytelling in the nonprofit sector. Jess shares her personal journey into the nonprofit world and explains how storytelling can be a powerful tool for creating impact and rallying support. She emphasizes the significance of compelling storytelling and shares her expertise on fundraising, relationship building, and mobilizing resources within nonprofit organizations.
The conversation also delves into the decision to transition a community for nonprofit consultants into a paid model, exploring the positive outcomes and challenges associated with this shift.
Topics We Cover:
Jess Campbell's superhero origin story and her passion for serving families with critically ill children.
The role of storytelling in invoking emotions, engaging donors, and making a bigger impact in nonprofits.
Jess's expertise in fundraising, relationship building, and mobilizing resources for nonprofit organizations.
The concept of connectors and Jess's role as a natural link between people and information.
Jess's current focus on optimizing her business and dedicating time to organizational tasks.
Transitioning a community for nonprofit consultants into a paid model and the positive outcomes that emerged.
Challenges and considerations in moderating and managing the community effectively, including time investment and aligning values and goals of participants.
Navigating the Data Management Maze with Deanna Mollett
00:28:43
In this episode of the Agents of Nonprofit podcast, host Alexander Lapa interviews data archiving and retention expert Deanna Mollett. Deanna shares her insights on the importance of data management for organizations, emphasizing the role of data governance in implementing effective data retention and archiving practices.
Deanna discusses the differences between data retention and archiving, highlights the compliance and risk factors that make data retention crucial for nonprofits, and explains the benefits of data migration projects in reviewing and cleaning up data.
Topics We Cover:
Understanding the role of data governance in data retention and archiving
Differentiating between data retention and archiving
Compliance and risk factors driving the need for data retention in nonprofits
Over-retention and its impact on costs and legal implications
Establishing clear roles and responsibilities for data retention policies
The importance of maintaining clean and usable data for productivity
Trends in data management: machine learning and cloud adoption
Responsible AI in the Nonprofit Sector with Nathan Chappell
00:57:38
In this episode of the Agents of Nonprofit podcast, we're joined by Nathan Chappell to discuss the world of AI and its impact on fundraising for nonprofits. Nathan provides an overview of AI, highlighting subsets such as machine learning, deep learning, and generative AI. The discussion focuses on the concept of hallucinations in AI models, drawing parallels to human interpretations and emphasizing the role of AI as a tool to augment human thought processes rather than replace them.
We explore the role of AI in the nonprofit sector, emphasizing the decreasing cost of computing and the need for nonprofits to embrace AI to create efficiency and meet donor demands. Privacy and security concerns are discussed, highlighting the delicate balance between sharing data for beneficial results and maintaining privacy.
Topics We Cover:
An introduction to AI and its subsets: machine learning, deep learning, and generative AI.
The concept of hallucinations in AI and its relation to human interpretations.
Challenges of training AI models: bias, ethics, and the responsibility of AI companies.
The role of AI in the nonprofit sector: affordability, efficiency, and meeting donor expectations.
Privacy and security concerns in utilizing AI for nonprofits.
Responsible AI practices: trust, privacy, security, ethics, and equity in data.
Addressing the decline in nonprofit donations through precision and personalization with AI.
Navigating Salesforce for Nonprofits with Watt Hamlett
00:45:23
In this episode of Agents of Nonprofit, we're joined by Watt Hamlett, a Salesforce consultant specializing in nonprofits. Watt shares his journey in the nonprofit technology space and discusses his role in assisting organizations with Salesforce evaluations, troubleshooting, and long-term planning. The conversation highlights the significance of consultants in the nonprofit sector and offers valuable advice on selecting the right consulting partner for successful Salesforce implementation.
Topics We Cover:
Watt Hamlett's background and experience in working with nonprofits and Salesforce.
The role of a Salesforce consultant in helping nonprofits during the pre-purchase phase.
Key considerations when evaluating Salesforce as a technology solution for nonprofits.
Troubleshooting and roadmapping for nonprofits already using Salesforce.
The importance of consultants in driving technology goals and collaborating with nonprofits and consulting partners.
Preparing for a Salesforce implementation: Insights and suggestions for nonprofits
Watt's List: A comprehensive directory connecting nonprofits with Salesforce consultants, including filters and search criteria to find the right match.
Building Superior Experiences in the Nonprofit Sector with Michael Compton
00:49:55
In this episode, we're joined by Michael Compton, the creator of the CSC Innovation Lab at Denison University, to explore the realm of customer experience (CX) within the nonprofit sector. Michael shares his insights on understanding and improving CX through journey mapping, persona building, and operational frameworks. He emphasizes the significance of empathizing with customers and aligning organizational operations to create meaningful experiences. The conversation also touches on channel management, labels for customers, and prioritizing individual versus community experiences.
Topics We Cover:
The distinction between customer experience and user experience in the nonprofit sector.
The methodology of persona building, journey mapping, and creating an operational framework for CX improvement.
Determining the optimal number of personas to create, considering diversity and inclusion.
The importance of channels and channel management in CX for nonprofits.
Coordinating resources and avoiding overextension in the digital space.
Sensitivity to labels for customers and alternatives to the term "customer" in the nonprofit context.
Balancing individual customer experience with community experience and engagement.
Creating Operational Cultures for Nonprofit Success with Miriam Dicks
00:44:52
In this episode of Agents of Nonprofit, we're joined by superhero Miriam Dicks, a management consultant specializing in operational cultures within nonprofits. Miriam shares her insights on creating effective operational processes and discusses the importance of assessing pain points, involving stakeholders, and aligning systems and structures to support growth and goals.
Topics We Cover:
The role of assessments in identifying pain points and providing tailored recommendations.
The significance of involving leaders and staff in the assessment and decision-making process.
Addressing cultural aspects alongside operational improvements.
Real-life examples highlighting the consequences of organizational imbalances.
The impact of clear job descriptions, performance evaluations, and structured processes.
Exploring the seven archetypes of operational culture.
Considering the implications and ethical concerns of incorporating AI in nonprofit work.
Revamping Nonprofit Data Management with Taj Carlson
00:49:50
In this podcast episode, Taj Carlson, the founder of Inciter Data, shares her incredible journey of working with nonprofits and leveraging data and technology to drive positive change. Taj's superhero origin story began when she collaborated on evaluation projects with nonprofits after her academic career. A turning point occurred when she witnessed an HIV prevention organization struggling with data management on paper forms, inspiring her to dedicate herself to bringing technology to nonprofits for improved data management.
Taj emphasizes the critical role of reporting in data management and discusses the common challenges faced by nonprofits in generating useful reports. Many organizations use separate systems for different functions, leading to data silos. Taj advises mapping reports to data sources to identify essential data fields necessary for reporting.
Topics We Cover:
The journey of Insider Data and Taj Carlson's superhero origin story in nonprofit data management.
Challenges faced by nonprofits in generating useful reports and mapping reports to data sources.
Approaches to integrating disparate systems like Microsoft Access, Salesforce, and HubSpot.
Understanding the differences between data warehouses and data lakes and when to use each.
The importance of data governance and its role in improving data reliability and organizational alignment.
Practical examples of how data governance reduces stress, frustration, and waste.
Specific benefits of implementing good data governance, including risk mitigation, time savings, and improved decision-making.
Affecting Lives in Africa - The Inspiring Journey of a Nonprofit Founder with John Renouard
00:55:02
In this podcast, the founder of Water, Health, and Opportunity (WHO) organization, John Renouard, shares his inspiring journey of creating an impactful nonprofit aimed at providing clean water to rural villages in Africa. He discusses the unique model of using human-powered drills owned by local drill teams to ensure sustainability and financial independence within the communities.
The conversation also steers into the organization's efforts to combat female genital mutilation (FGM) and empower the victims to seek justice. John's stories highlight the transformative impact of clean water on communities and the importance of community involvement in creating sustainable solutions.
Topics We Cover:
The origin and mission of Water, Health, and Opportunity (WHO) organization.
The village drill: A human-powered solution to drilling wells in remote areas.
Empowering local communities through ownership and financial sustainability.
The impact of clean water on health, agriculture, and economic growth.
A heartwarming success story of an all-girls school transformed by access to clean water.
Combating female genital mutilation (FGM) through collaboration with local authorities.
Future plans: Expanding clean water projects and fighting against FGM.
Navigating Leadership in the Tech Era with Anthony A. Dicks Jr.
00:46:06
In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with guest Anthony A. Dicks Jr. to explore the intricate landscape of leadership development within the ever-evolving technology-driven world.
Anthony, a leader with a rich family legacy in leadership, shares his insights and experiences, highlighting the importance of authentic connections and the challenges of leading in virtual work environments. The podcast delves into the nuances of remote work, the impact of AI on leadership, and the future trends that leaders need to be prepared for.
Topics We Cover:
Anthony's Leadership Journey
The Superpower of Equipping Leaders
The analogy of assembling Legos without a manual is used to describe leadership, underscoring its complexity in the tech landscape.
Anthony underscores the importance of authentic connections and how virtual leadership has become both complex and disruptive.
The shift towards addressing complex challenges in today's fast-paced environment.
Trust, Commitment, and Compassion in Remote Leadership
AI's Impact on Leadership
Future leadership trends, highlighting the need for addressing issues of loneliness and anxiety stemming from technology.
The role of leaders in creating environments that offer not only productivity but also meaning and community.
Exploring Digital Asset Fundraising in the Nonprofit Sector with Carlos Restrepo
00:38:11
In this episode of "Agents of Nonprofit," host Alexander Lapa engages in an enlightening conversation with Carlos Restrepo about the fascinating world of digital asset fundraising.
From the emergence of Web3 technology to the potential of NFTs and metaverse platforms, this episode delves into innovative strategies that nonprofits can use to diversify their revenue streams and connect with a broader audience.
Topics We Cover:
Carlos' transition from the healthcare industry driven by the unique blend of purpose and efficiency present in nonprofit work.
The evolution of Web3 technology and the ownership of digital assets
How organizations can leverage Non-Fungible Tokens (NFTs) in their fundraising efforts
Metaverse platforms like Upland, where nonprofits can engage creators and donors in virtual spaces that align with their mission
The importance of aligning digital assets with an organization's mission and how diversifying income sources through technology can foster adaptability and innovation.
Exploring platforms like Twitter and LinkedIn, where burgeoning communities discuss crypto, NFTs, and Web3
The challenges and opportunities in the adoption of NFTs
Leveraging Technology for Nonprofit Efficiency with Yulia Zhernovaya
00:43:22
In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Yulia Zhernovaya, a tech advocate for enhancing nonprofit operations.
They explore Yulia's journey from volunteering to her role in bridging the gap between nonprofit missions and technological advancements. The episode delves into the challenges and potential of technology adoption in the nonprofit sector, shedding light on key strategies for nonprofits to enhance their efficiency and impact.
Topics We Cover:
Yulia's evolution from volunteering and mentoring to advocating technology in nonprofits, inspired by her global experiences and affinity for technology.
The realization of the technology gap between a retail career and manual processes prevalent in nonprofit operations
How Yulia found synergy with GiveEffect, a CRM platform designed to meet the specific needs of nonprofits.
The challenge of fragmented technologies in nonprofits and the need for cohesive integration to avoid inefficiencies and information silos
The value of centralized data to understand supporters holistically, uncover untapped engagement opportunities, and enhance impact
Strategies for nonprofits to select the right technology platforms aligned with their growth trajectory and unique needs
Yulia's insights into overcoming resistance to change, the fear of automation-induced job loss, and prioritizing technology implementation to drive efficiency
Fundraising for Non-Human Causes with Katherine Lacefield
00:41:08
In this insightful episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Katherine Lacefield, an expert in fundraising for non-human causes within the nonprofit sector. Katherine's extensive experience sheds light on the unique challenges faced by organizations advocating for animals and the importance of shifting perspectives to foster greater compassion and interconnectedness in philanthropy.
Topics We Cover
Legal complexities in Canada, where animal-focused nonprofits struggle to obtain charitable status due to restrictions on political advocacy, impacting their access to grants and tax receipts for donors
Human-animal connection and its role in motivating individuals to support non-human causes
The societal perspective that pits animal causes against human causes
The complexity of public perceptions in philanthropy, and the difference between organizations focusing on cute animals like pandas while overlooking the protection of less visually appealing species.
Framing issues in a relatable way to influence public attitudes
Maximizing Nonprofit Team Efficiency in the Remote Work Era with Veronica LaFemina
00:49:45
In this episode of "Agents of Nonprofit," hosted by Alexander Lapa and featuring guest Veronica LaFemina, listeners gain valuable insights into building effective remote teams in the nonprofit sector. Veronica, an experienced adviser to nonprofit CEOs and department leaders, digs into organizational strategy, leadership, and team management, shedding light on crucial aspects of nonprofit work in the age of remote and hybrid work models.
Topics We Cover
Veronica's extensive background in public affairs and creative agencies, including managing remote and multi-office teams
The rise of remote work, both before and during the pandemic
The need for tailored approaches based on individual preferences and role requirements
Involving team members in shaping remote work policies and norms, advocating for an agile approach to refine working models based on feedback and outcomes
The challenges of remote work, including communication, expectation setting, and productivity tracking
Balancing Autonomy and Accountability
Choosing appropriate check-in schedules based on work pace, with a focus on daily stand-up meetings for fast-paced environments and longer timelines for others
Revolutionizing Nonprofit Payments with Nichole Montoya
00:46:39
In this episode of Agents of Nonprofit, we get into the captivating journey of Nichole Montoya, the founder of Cheddar Up, a game-changing tool for nonprofit payment solutions. Nichole's inspiring story takes us from her corporate consulting background to the challenges and triumphs that led to the creation of Cheddar Up. Listen in as she shares her insights on entrepreneurship, the importance of balance, and the evolution of Cheddar Up as a versatile payment and form collection platform.
Topics We Cover:
Nichole's realization of the inefficiencies in traditional payment methods
Understanding the need for user-friendly group payment tools despite not being a technical expert
Navigating the complexities of starting a company while raising young daughters, managing mommy guilt, and the importance of a support system
Encouraging words for aspiring entrepreneurs, emphasizing the value of starting and learning along the way
How the company got its unique name
Cheddar Up's mission to simplify payments and forms for groups and nonprofits
Automating Handwritten Notes for Nonprofits with David Wachs
00:36:36
In this episode of "Agents of Nonprofit," host Alexander Lapa interviews David Wachs, the CEO and founder of Handwrytten, a company specializing in automated handwritten note services. They discuss the significance of donor appreciation and how Handwritten's innovative technology is transforming the nonprofit sector.
Topics We Cover:
What Handwrytten does
The vital role of expressing gratitude to donors and how it impacts donor retention
How notes are personal, less intrusive, and drive interaction and donations effectively
The story behind Handwrytten's inception
A deep dive into the patented technology used by Handwrytten
The ability to replicate individuals' signatures, adding a personal touch to each note and enhancing authenticity
Handwrytten's support for multiple languages, including English, Spanish, French, Greek, and Cyrillic characters. Challenges associated with replicating Asian character sets are also addressed
Blockchain and Cryptocurrency in Philanthropy with Drew Simon
00:44:33
In this episode of "Agents of Nonprofit," host Alexander Lapa dives into the world of blockchain and cryptocurrency with guest Drew Simon, a nonprofit expert turned crypto enthusiast. They explore how these technologies are reshaping the nonprofit sector, from facilitating donations to ensuring transparency in charitable activities.
Topics We Cover:
How Non-Fungible Tokens (NFTs) are breaking free from the art world and being used to represent physical assets for charitable purposes
How Decentralized Autonomous Organizations (DAOs) can help nonprofits organize communities, make collective decisions, and ensure transparency in their actions
Ensuring the immutability of nonprofit activities, attracting donors who value transparency
Engaging younger generations in the nonprofit sector through cryptocurrency and blockchain, with potential for larger donations and associated tax benefits
Accessing educational resources to navigate this new frontier
The potential of blockchain and cryptocurrency technology and the importance of highlighting its constructive use cases in rebuilding trust
The Art of Nonprofit Storytelling Using Video with Matthew Reynolds
00:42:48
In this episode of "Agents of Nonprofit," we speak with guest Matthew Reynolds, a seasoned professional in video production for nonprofits. Matthew shares his wealth of knowledge and expertise, discussing the intricacies of creating impactful videos for nonprofit organizations. From the art of storytelling to the practical aspects of production, this masterclass in nonprofit video production offers valuable insights for professionals in the nonprofit industry.
Topics We Cover:
The importance of collaboration between nonprofit organizations and video production teams to align the video with the organization's mission
A step-by-step process of creating a compelling video, from defining project goals to post-production editing
Capturing the essence of an organization's work, including A-roll (interviews) and B-roll footage
Understanding the critical role of video editing in crafting a compelling narrative, and discover how organizations collaborate to refine the final product
The potential for geographic expansion in nonprofit video production, facilitated by advancements in portable equipment and virtual filming
Emotional storytelling in informational videos and how it resonates with viewers
Using AI in generating ideas, automating tasks, and handling translations in video production, and its potential to make the process more efficient
The Evolving World of Volunteering with Cyndi Meuchel
00:41:04
In this episode of "Agents of Nonprofit," with guest Cyndi Meuchel, we explore the changing landscape of volunteering. We discuss Cyndi's journey from childhood volunteerism to co-creating software for nonprofits, the decline in volunteerism, the impact of technology, and the concept of micro-volunteering. The conversation highlights the importance of adapting to new generations' preferences while emphasizing the inherent benefits of giving back to society.
Topics We Cover:
Cyndi's lifelong commitment to volunteering
Co-creating Money Minder, a software solution for nonprofits
The concerning trend of declining volunteerism in the United States, including the factors contributing to this shift
How technology has reshaped volunteerism, both by bringing people together and creating potential barriers, especially for younger generations
Micro-volunteering: where individuals contribute in smaller, specific ways, aligning with modern lifestyles and preferences
Helping younger generations appreciate the value of volunteerism and its impact on society and personal fulfillment
The need to adapt to changing expectations and the role of technology in nonprofit organizations, while maintaining a balance between traditional and innovative approaches to volunteering
In this episode of "Agents of Nonprofit," we have a dynamic conversation with fundraising expert Julie Ordoñez. Julie shares her captivating journey into the world of nonprofit fundraising and offers valuable insights into the art of asking for more in the nonprofit sector. From building meaningful donor relationships to the strategic use of technology, this episode delves into the challenges and triumphs of major gift fundraising.
Topics We Cover:
Julie's remarkable entry into nonprofit fundraising and how a friend recognized her potential in the field
The Power of Clarity in Fundraising
Exploring the significance of personal interactions with donors, whether in person or virtually
Courage Lab: Julie's program to help fundraisers build confidence and gradually ask for larger donations
The need for fundraisers to be direct and ask for larger gifts, even from donors capable of giving more
Focusing on donors who are passionate about the cause and generous, rather than just their wealth
Insights into using CRM systems, mail tracking, and wealth engines for prospect research, and the importance of leveraging technology as a tool, not a crutch
In this episode of *Agents of Nonprofit*, your host Alexander Lapa sits down with James Goalder from Bloomerang. As they embark on a conversation about nonprofit CRM systems, they uncover the unique qualities of Bloomerang, a valuable alternative to Salesforce. James shares his captivating journey from photographer to nonprofit work, leading to his role at Bloomerang. Explore the wealth of resources and information Bloomerang offers to the nonprofit community, and learn how it's changing the game in the sector. Whether you're new to CRM or a seasoned pro, this episode provides valuable insights and a fresh perspective on nonprofit software.
Topics We Cover:
Why Bloomerang is a compelling alternative to Salesforce CRM for nonprofits with unique needs
James's transition from a photographer to his role in the nonprofit sector and how he arrived at Bloomerang
Bloomerang's emphasis on user experience, ease of use, and incorporating fundraising best practices into the system
How features like thank-you phone calls to first-time donors contribute to a positive donor experience
Bloomerang's flexible evaluation process tailored to individual organizational needs and evaluation styles.
The wealth of guides, reports, and research on nonprofit best practices provided by Bloomerang and their commitment to sharing knowledge with the nonprofit community
Expanding integrations and partnerships to better serve nonprofits
In this episode, we sit down with Chris Miano, the brains behind MemoryFox, in an engaging episode exploring the art of authentic storytelling for nonprofits. From the challenges in content collection to ethical considerations and the future integration of AI, this conversation is a goldmine for anyone in the nonprofit industry aiming to elevate their narrative game.
Topics We Cover:
Chris Miano's journey from an Italian storytelling household to military service, highlighting the transformative power of narratives across diverse backgrounds
How MemoryFox evolved from capturing life stories of the elderly to becoming a tool for nonprofits, focusing on collecting impactful stories for fundraising
The concept of ethical storytelling, understanding the importance of respecting storytellers' preferences and maintaining authenticity
The impact of user-generated content
Envisioning the integration of AI in streamlining content planning, tagging, and even automated video creation, empowering nonprofits to compete on a larger scale
Navigating Corporate Sponsorships with Lori Zoss Kraska
00:38:11
We're joined in this episode by Lori Zoss Kraska, a seasoned expert in corporate sponsorships for nonprofits. Lori shares her journey from PBS and NPR to diverse nonprofits, offering valuable insights into the world of corporate partnerships. From effective outreach strategies to understanding corporate giving trends, this episode is a must-listen for anyone in the nonprofit industry.
Topics We Cover:
Distinguishing between corporate sponsorships, major gifts, and general fundraising, shedding light on the multifaceted nature of corporate support for nonprofits
Aligning nonprofit goals with corporate values, with a focus on well-defined initiatives
The strategic communication techniques, combining brevity and gratitude in initial messages to capture corporate interest effectively
Stages of corporate partnerships, from introductory outreach and get-to-know-you meetings to the careful timing of proposal presentations
Waiting after making sponsorship requests, understanding corporate timelines, and employing strategic follow-up techniques to maintain engagement
Building Your Dream Team: Crafting a Strategic Board for Nonprofits with Sabrina Walker Hernandez
00:46:22
In this episode of Agents of Nonprofit we sit down with the insightful Sabrina Walker Hernandez to delve into the art of building and growing a dynamic board of directors for nonprofits. From superhero origin stories to the nitty-gritty of strategic decision-making, this episode is a treasure trove of advice for those navigating the complexities of the nonprofit sector.
Topics We Cover:
Sabrina's unique journey from a church upbringing to becoming a key player in the nonprofit sector
The crucial roles of a board: trusteeship, oversight, and ensuring necessary resources
Insights into the art of strategic decision-making and the pitfalls of micromanagement
Uncover the essential steps in starting and strategically growing a board
The significance of assembling a diverse and skilled dream team to achieve nonprofit goals
Identifying expertise gaps within the board
Practical advice on finding potential board members through community involvement
Recommended expertise areas for effective board members, including marketing, finance, and legal knowledge
How a board with diverse skill sets can contribute to the overall success of a nonprofit organization
Having a Servant's Heart on a Non-Profit Board with Lindsay McGuire
00:51:26
In this episode of Agents of Nonprofit, we have a captivating conversation with Lindsay McGuire, a seasoned board member with a passion for diverse causes. We unravel the world of board membership, its profound impact on personal growth, and it's significance in the nonprofit sector. Lindsay shares her journey from a local food bank intern to contributing to boards like Make-A-Wish and Junior League of Indianapolis. This episode provides valuable insights into the multifaceted world of nonprofit board membership, offering a compelling narrative that encourages personal growth, community building, and impactful service.
Topics We Cover:
Lindsay's personal journey rooted in her mother's influence, sparking her love for service and community
The motivations behind becoming a board member, emphasizing the opportunity to align with passion areas and contribute to causes beyond one's daily careers
The self-development aspect of board service
Sense of community and connection that board service fosters, uniting like-minded individuals to work toward shared goals
Setting clear expectations for board members, advising potential candidates to seek clarity on time commitments, financial contributions, and specific roles within the organization
Representation of the audience being served, diversity of age on the board, and overall board diversity
The need for boards to modernize their approach, making meetings more accessible and efficient
Building Thriving Teams for Impact with Derek Kessen
00:47:27
Today we're joined by Derek Kessen for an insightful exploration into the world of building thriving teams and making impactful decisions in the nonprofit landscape. Delve into Derek's journey from financial markets to the nonprofit world, driven by a mission to infuse business acumen into the heart of nonprofits. Explore a four-pillar formula for long-term organizational success and uncover the power of wise decision-making in nonprofit leadership.
Topics We Cover:
Derek's journey and the motivations behind transitioning from financial markets to the nonprofit sector
Business Principles for Nonprofits
The significance of a clear organizational purpose and leveraging data for impactful decision-making
Understanding that decisions aren't set in stone and the vital role of revisiting and adjusting for organizational growth
Derek's insights on aligning teams with decisions and fostering a collaborative culture
The importance of cultivating a unified direction within the organization for amplified impact
Practical tips for overcoming common challenges and creating a thriving nonprofit ecosystem
Nonprofit Tech Tales from Father to Son with George Lapa
00:26:29
Welcome to a special holiday episode of Agents of Nonprofit! I sit down with a true superhero, my dad, George Lapa. Join the heartwarming conversation as George shares his unique life story, from escaping war-torn Latvia to a career shift from engineering to a fulfilling retirement as a tech-savvy volunteer.
Join this festive episode for a delightful blend of family anecdotes, tech tales, and the genuine joy that comes from making a difference in the nonprofit world.
Happy New Year and we look forward to speaking with more nonprofit superheroes in 2024!
Crafting Nonprofit Proposals With Superhero Precision with Renee Mancino
00:49:07
Join me in a captivating conversation with the superhero of interactive media, Renee Mancino, as they unravel the mysteries of Request for Proposal (RFP) responses in the nonprofit realm. From superhero origins to battling the nuances of RFI, RFQ, and RFP, this episode is your guide to navigating the nonprofit proposal universe.
Topics We Cover:
Renee Mancino's journey from a family business to the world of interactive media.
The superhero approach to RFPs: A transparent and equal playing field for all vendors.
Tips for standing out: Tailoring responses, understanding project objectives, and embracing creativity.
Crafting compelling narratives and personalized videos
Transparent RFP processes: Sharing budgets and streamlining selection with anticipation and preparation
Navigating Nonprofit Systems with Rachel Bearbrower
00:38:22
In this episode of "Agents of Nonprofit" we sit down with Rachel Bearbrower to unravel the intricacies of systems and time management for nonprofits. Rachel, with her extensive background as an executive director and a mentor for small shop executives, shares invaluable insights into optimizing operations. From her accidental entry into the nonprofit realm to teaching stewardship and retention strategies, Rachel delves into the four critical systems—schedule management, project management, operations management, and executive management.
Topics We Cover:
Rachel's journey from nonprofit leadership to mentoring small shop executives
Four key systems for enhancing personal and organizational efficiency: schedule management, project management, operations management, and executive management
Learn about cutting-edge tools that can revolutionize appointment scheduling, goal organization, and planning
The delicate balance between digital and analog systems
Practical tips for reclaiming time, improving efficiency, and achieving a healthy work-life balance in the nonprofit sector
Science Philanthropy and High Net-Worth Fundraising with Elenoa Fuka
00:32:06
In this episode of "Agents of Nonprofit," we sit down with Elenoa Fuka, a key player in the Science Philanthropy Alliance (S.P.A.), for an eye-opening discussion. Elenoa shares her unconventional path from government service, through tech, to a pivotal role in the nonprofit sector.
Topics We Cover:
The genesis of the Science Philanthropy Alliance, born out of a need to counter declining government funding for basic science
Insights into the Alliance's distinctive approach, providing free advice and tailored support to philanthropists, addressing the challenges faced by newcomers and seasoned foundations alike
Hear about high-profile acknowledgments from philanthropic heavyweights like Priscilla Chan and Ross Brown
From working alone to becoming a trusted advisor to over 50 foundations and individuals
The optimistic outlook for the Alliance's future impact on shaping the philanthropic landscape
Buzzworthy Connections and Networking with Tasha Van Vlack and Dave Norris
00:46:41
In this episode of Agents of Nonprofit, your host Alexander Lapa dives deep into the world of The Nonprofit Hive, a groundbreaking community facilitating impactful connections within the nonprofit sector. Joined by industry veterans Tasha Van Vlack and Dave Norris, the trio explores the origins, mechanics, and heartwarming success stories of this game-changing platform.
Topics We Cover:
The birth of the Hive and how it's transforming the nonprofit landscape with its innovative approach to fostering one-on-one connections
The Nonprofit Hive's unique matching process, utilizing LinkedIn and a no-password sign-up for seamless experiences
Emphasis on respectful communication and a solicitation-free environment
Immediate responses through ProofPilot and in-depth surveys driving continuous improvement
Success stories that warm the heart, showcasing how The Nonprofit Hive connections lead to invaluable resources for nonprofit professionals
"Swarms" and AI-generated prompts that promise to take nonprofit networking to the next level
Join us in this episode of Agents of Nonprofit as we sit down with Jennifer Drago, a seasoned expert in the nonprofit sector. Uncover the superhero origin story of Jennifer's journey from pre-med to leading in the nonprofit world.
Explore the intriguing concept of nonprofit life cycles, where they discuss key stages, diagnostic tools, and the pivotal transition from startup to sustainable growth. Gain practical insights into assessing, aligning, and overcoming challenges at each stage for a thriving nonprofit.
Topics We Cover:
Nonprofit lifecycles: discussing stages like startup, growth, and maturity, emphasizing the need for alignment in foundational elements
The Nonprofit Lifecycles Institute's self-assessment tool, a valuable resource for nonprofits to evaluate their life cycle stage and foster effective growth
Challenges faced by nonprofits in the startup phase and Jennifer's insights on building a strong board, governance, and financial models for sustainable growth
Practical advice on regular assessments, adapting to changes, and navigating potential decline, with Jennifer sharing resources like the Nonprofit Life Cycles Institute and Board Source
Significance Shift: Redefining Work in the Nonprofit Sphere with Seth Godin
00:29:59
In this landmark 100th episode, host Alexander Lapa sits down with renowned entrepreneur and author Seth Godin to discuss his latest book, "The Song of Significance: A New Manifesto for Teams" However, the conversation quickly expands to explore the broader landscape of work, particularly within the nonprofit sector. Seth challenges conventional notions of organizational culture and emphasizes the need for a significance-driven approach to solve real-world problems effectively.
Topics We Cover:
Contrasting traditional industrial capitalism with the rising trend of organizations prioritizing respect, dignity, and meaningful contributions
Challenges facing nonprofits, with an emphasis on the necessity for cultural shifts and embracing experimentation
Soft skills for fostering genuine connections and driving meaningful change within nonprofits
Page 19 Thinking from "The Carbon Almanac," advocating for a collective approach to problem-solving
Insights on personal and organizational growth, encouraging listeners to embrace discomfort and foster a culture of collaboration.
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