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Resources for Nonprofit Directors

Questions From Nonprofit Show Viewers This Week! [Video]

On this Ask & Answer Friday episode, co-hosts Julia Patrick and Tony Beall respond to questions covering topics such as board diversity policies, encouraging employee contributions, uncovering unconscious bias, hiring a lobbyist, and crafting concise mission statements.Tony suggests that allowing elected officials on nonprofit boards may send conflicting messages and advises considering potential polarizing effects. He also emphasizes the importance of conflict-of-interest policies and recusing oneself when necessary. Regarding employee contributions, Tony recommends providing opportunities for participation without pushing employees. Julia agrees and highlights the significance of showing employees the organization’s work.Uncovering unconscious bias is discussed, with Tony suggesting resources like LinkedIn Learning, workshops, and book clubs. Both hosts acknowledge the importance of addressing biases and recommend engaging in conversations and seeking outside training.The topic of hiring a lobbyist for a cultural nonprofit is explored, and Tony suggests considering whether a lobbyist is necessary for driving policy or if other avenues, like developing direct relationships with representatives, can achieve the desired outcomes. Julia adds that organizations in the same sector could collaborate and invest collectively in a lobbyist.Lastly, the hosts discuss the challenge of crafting concise mission statements. They agree that a one-sentence statement can be effective, but if consensus is difficult to reach, individuals can use the organization’s talking points and convey the mission in their own authentic voice.Throughout the episode, the co-hosts offer insights, personal experiences, and encourage transparent and genuine communication. Tony’s commitment to the show is over-the-top, as he joined remotely, despite experiencing a storm power outage!You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Summertime And The Email Is Fine For Nonprofits! [Video]

Jess Campbell, CEO of Out in the Boons, discusses the need for nonprofits to invest in donor engagement during the summer months through thoughtful and consistent email communications. By nurturing relationships with donors and providing updates on the impact of their contributions, nonprofits can set themselves up for success during the year-end giving season.Jess addresses the misconception that summer is a slow period for fundraising by citing the Giving Report, which shows a decline in giving across the United States. The conversation emphasizes the importance of building relationships with donors and providing meaningful updates on how their contributions have made an impact. Jess suggests sending personalized emails to donors, thanking them for their previous contributions and explaining how their donations have been used to support specific initiatives. She emphasizes the need for transparency and closing the information gap between donors and nonprofits.Regarding email marketing, Jess highlights the benefits of email as a channel for communication and fundraising. She explains that email marketing has a higher return on investment compared to social media and provides nonprofits with more control over their messaging. Jess recommends increasing the frequency of email communications to at least one email per week, or ideally, two emails per month, to ensure consistent engagement with donors.Jess also emphasizes the importance of effective segmentation in email marketing. She suggests tailoring emails to different donor segments based on their giving history, such as end-of-year donors, lapsed donors, or monthly donors. By personalizing the messaging and focusing on specific segments, nonprofits can enhance donor engagement and build stronger relationships.Furthermore, Jess advises nonprofits to focus on click-through rates rather than open rates to craft compelling subject lines and create curiosity to entice donors to click through and engage with the content of the emails.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Summer Tasks For Nonprofit Fundraisers! [Video]

Nonprofit Show host Julia Patrick interviews Jerry Diaz CFRE, an expert fundraiser and nonprofit professional consultant with GeronimoConsulting.org. They discuss the summer tasks for fundraisers and the importance of not falling into a lull during this period. This informative episode provides valuable insights and practical advice for nonprofit professionals, highlighting the significance of strategic planning, donor cultivation, and fostering a culture of philanthropy within organizations.One of the key tasks mentioned by Jerry is the review of the development plan. He states, “You want to be able to ask what the first six months were like, what were the wins, what were the successes, what were the opportunities?” This review allows fundraisers to assess their progress and make any necessary adjustments to meet their goals.Jerry also highlights the importance of having a strategy for achieving fundraising goals. He suggests exploring new sources of funds and increasing giving from existing donors. He states, “Focus on where are you going to get your new donors and doubling down on that?” Jerry emphasizes the need to schedule meetings with donors during the summer months to secure commitments and foster relationships that will occur in future months.In terms of long-term planning, Jerry advises reviewing the overall case for support and updating key policies. He mentions, “Review your overall case for support because there are changes.” This ensures that fundraising efforts align with the organization’s mission and current needs. Additionally, he recommends analyzing revenue trends and increasing fundraising goals accordingly. He states, “If your organization expenses increase year over year at 5%, then your fundraising goal should increase about 8%.”Throughout the interview, Jerry emphasizes the importance of communication, collaboration, and continuous learning within the nonprofit sector. He encourages networking, professional development, and involving the entire organization in creating a culture of philanthropy. He states, “Culture of philanthropy is an attitude and understanding of behavior. We’re all in it together.”Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Nonprofit’s Questions Of The Week [Video]

Muhi Khwaja, a trainer at Fundraising Academy and co-founder of the American Muslim Community Foundation helps Jarrett Ransom, as they provide advice on questions about advisory boards, social media management, donor relationships, and donor recognition.The first question is about setting up an advisory board or task force for an upcoming capital campaign with a limited time frame. Muhi and Jarrett discuss the benefits of involving influential people who can open doors to potential supporters. They also recommend creating various committees for different aspects of fundraising, such as event planning or finance.The second question asks whether it’s appropriate to have an administrative assistant handle the CEO’s social media presence. Jarrett and Muhi suggest ensuring that the communication aligns with the CEO’s approval and considering tools like Hootsuite for scheduling posts. They also recommend having regular conversations between the CEO and the administrative assistant to discuss the direction of social media efforts.Another question asks whether it’s acceptable to switch development professionals responsible for a donor if there is no personal connection between them. Muhi emphasizes focusing on the common goal of supporting the organization and suggests making a warm handoff to another team member who might be a better fit for the donor’s social style.The last question is about posting a blog article to honor a large donor who recently passed away. Muhi and the co-host agree that it’s appropriate to acknowledge the impact of a significant donor, as long as it’s done with respect and class. They suggest focusing on the positive impact the donor had and considering additional gestures like sending flowers or a card to the family.In the closing remarks, Muhi shares some end-of-fiscal-year tips, including reaching out to lapsed donors, conducting performance reviews, and assessing portfolio management. The co-host adds that focusing on the commonalities with donors is crucial.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Nonprofit Mergers And Alliances [Video]

Two nonprofit sector champions, Nora Hannah and Carrie Harlow, share their expertise on nonprofit mergers and alliances, shedding light on the complexities, opportunities, and insights and adding their experiences which emphasize the importance of collaboration, setting realistic expectations, and engaging skilled facilitators to navigate the process successfully. Nora Hannah is the director of Arizona Together for Impact, a collaboration of funders that supports nonprofits in their efforts to collaborate. Carrie Harlow is the director of the Nonprofit Sustainability Initiative, a pooled fund supported by local foundations that invests in nonprofit resiliency during moments of transition. The conversation begins with an exploration of the spectrum of partnerships in the nonprofit sector, including alliances, joint programs, shared services, and integrations of organizations. The guests emphasize that collaboration is a broad concept and that mergers represent only a small portion of the partnerships they fund. They highlight the value of engaging in collaborative efforts to leverage resources and have a greater impact.Host Julia Patrick asks whether organizations typically approach them for help or if they proactively identify potential partnerships. The guests explain that while they encourage organizations to see collaboration as a strategic tool, it is crucial for the relationships to start authentically among nonprofit leaders and board members. They emphasize the importance of balance and caution against overly prescriptive matchmaking by funders, as outcomes are often better when relationships develop naturally.The discussion then shifts into the process of effective partnerships and collaborations. Carrie Harlow outlines a chronological approach, starting with getting buy-in from the board and conducting organizational assessments. She emphasizes the importance of identifying what each organization brings to the partnership and what they seek, considering factors such as revenue streams, programming models, and target populations. The guests also stress the need for an environmental scan to identify potential partners strategically.The conversation explores challenges and considerations in collaborative efforts. The guests acknowledge the emotional aspect and power struggles that can arise during the process. They emphasize the importance of facilitators who can navigate these challenges, build trust, and keep the focus on the larger goal of serving the community. They also address the potential challenges of integrating boards, particularly when founder syndrome or resistance to change is present.Julia raises the question of setting expectations and highlights that many organizations do not invest in the necessary theoretical conversations before seeking partnerships. The guests stress the importance of realistic expectations, acknowledging that collaborations take time and trust-building. They recommend engaging a consultant with expertise in this field to guide organizations through the process and help set appropriate expectations.The conversation concludes by addressing the profile of a consultant who can facilitate these partnerships. The guests note that while legal expertise may be required at certain stages, the facilitator’s primary role is to create a robust due diligence process that addresses power dynamics and other potential challenges. They mention the national network called Sustained Collaboration Network, which provides training and support for consultants in this field.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

The Power Of A Philanthropy Facilitator! [Video]

Claire Axelrad, a leader in the nonprofit sector, discusses the role of a philanthropy facilitator and the importance of shifting the focus from fundraising to philanthropy. She explains that philanthropy, which means “love of humankind,” involves leading donors on a transformative journey towards self-actualization. Claire emphasizes the need for engagement experts in the nonprofit sector who can guide donors and help them find meaning in their philanthropic endeavors.The conversation digs into the negative connotations associated with traditional fundraising and highlights the importance of building relationships with donors based on trust, dignity, and respect. Claire suggests that nonprofit organizations should adopt a gratitude mindset and focus on emotionally moving donors by acknowledging their impact and expressing genuine appreciation. She encourages organizations to develop formal gratitude programs and donor love and loyalty plans to foster long-term relationships with donors.The interview emphasizes the significance of listening to donors and understanding their individual journeys. Claire stresses the value of curiosity and asks generative questions to uncover donors’ motivations and passions. By doing so, nonprofits can align their purpose with that of the donors, creating a symbiotic relationship where both parties feel fulfilled and empowered to make a difference.Claire also discusses the need for ease and convenience in the giving process, highlighting the importance of user-friendly websites and mobile-responsive platforms. She encourages nonprofits to put themselves in donors’ shoes and ensure that the giving experience is seamless and accessible.The interview concludes with a reminder that philanthropy facilitation consists of two parts: embracing the love of humankind and making the process easy and accessible. By embodying these principles and prioritizing gratitude and engagement, nonprofits can create meaningful connections with donors and inspire them to continue supporting their causes.Quotes from the Show: “I often call development people engagement sherpas… Sometimes you need a tour guide. Sometimes you need somebody who stands by your side, gently guides and supports you.” “The best fundraisers are these engagement experts… You imagine strategies that are going to influence donors to stick with you, to join that journey.” “If it’s not good for them, the donors, it’s not good for you. And conversely, if it means a lot to them, it will mean a lot to you.” “You have to understand that fundraising mostly is about the donors. It’s not about the money.” “Asking somebody to invest in a cause that they really believe in, that is going to really help them feel good about themselves, is the biggest gift that you can give someone.” “Effective donor acknowledgement and philanthropy facilitation emotionally move your donor, making them feel like they are more important to you than they even thought they were.” “You have to energetically do the woo… You gotta keep wooing the donors.”You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Fractional Executives For Nonprofits! [Video]

In this episode of The Nonprofit Show, host Jarrett Ransom and co-host Julia Patrick interview Cindy Wagman, the President and CEO of TheGoodPartnership.com. Cindy discusses the concept of fractional executives and how they can benefit nonprofit organizations. She explains that fractional executives are hired at an executive level for a fraction of their time and cost compared to full-time hires. This allows organizations to stretch their budgets and hire higher-level expertise. Fractional executives are not employees but rather consultants who are paid a monthly retainer. They become part of the team and provide strategic oversight and implementation.Cindy shares her experience of starting as a fractional fundraiser in 2015 and growing a team to provide fractional fundraising services. She emphasizes the importance of implementation for small organizations and how fractional executives can provide consistent and meaningful results. They offer a proven roadmap for organizations and allow executive directors to focus on their core responsibilities without the stress of managing inexperienced staff.The discussion expands to different types of fractional executives, including CFOs, HR professionals, marketing experts, and evaluators. Cindy explains that if a role is not core to program delivery, there is likely a fractional executive available for that position. The hosts discuss the importance of understanding and embracing fractional leadership as a strategic move, rather than being hesitant or uncertain about it.When it comes to budgeting, Cindy suggests comparing the cost of hiring a junior full-time employee in the same role to get a starting point for the budget. The cost of a fractional executive varies depending on factors such as location and position, but it is important to consider the full cost of hiring someone, including benefits. Cindy also mentions the variability of workload for fractional executives, which can fluctuate based on the organization’s needs.Towards the end of the interview, Cindy addresses individuals interested in becoming fractional leaders. She mentions her Fractional Fundraiser Academy and offers coaching services for those looking to start their consulting businesses. She highlights the flexibility and control that fractional leadership offers, particularly for individuals with young families or those seeking a different work-life balance.The hosts conclude the interview by discussing the changing landscape of labor, the benefits of fractional leadership for both organizations and individuals, and the need to embrace this concept as a progressive and effective approach to nonprofit leadership.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Nonprofit Show Viewer’s Questions Of The Week! [Video]

In this episode of The Nonprofit Show, co-hosts Jarrett Ransom and Muhi Khwaja tackle viewer questions, providing valuable answers and guidance. One viewer seeks advice on getting board members to meet in person instead of relying solely on virtual meetings. Muhi suggests a hybrid approach, allowing board members to choose between in-person and virtual attendance. He emphasizes the benefits of face-to-face interaction and suggests setting a precedent by having board leadership attend in person.Another viewer shares their concern about an employee mistreating a volunteer at an event. Both co-hosts agree that the incident should be reported to the volunteer coordinator or senior leadership within the organization. They stress the importance of addressing such behavior promptly and maintaining a respectful environment for all volunteers.A viewer from Chicago raises the issue of financial transparency within their nonprofit. They believe the finance department should share more than just revenue information. Muhi suggests including expense details in annual reports and utilizing the publicly accessible Form 990, which provides financial statements. Jarrett adds that board reports often contain relevant financial information and recommends reaching out to the finance department for access to this data.The final question expresses concern about lacking a college education and how it may hinder their advancement in the nonprofit sector. Muhi advises pursuing certificate programs in nonprofit leadership or fundraising and taking advantage of free resources like webinars. He also suggests finding mentors in the field and seeking professional development opportunities within their current organization. Jarrett shares her own experience, highlighting that passion and natural abilities can be more valuable than a degree when it comes to hiring in the fundraising sector. She mentions the Association of Fundraising Professionals (AFP) and Young Nonprofit Professional Networks (YNPN) as valuable resources for career development.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Top 5 Ways For Nonprofits To End The Year Strong [Video]

Jarrett Ransom, CEO of the Rayvan Group and nonprofit expert, shares five essential tips for nonprofits to finish the year strong. These strategies are interconnected and contribute to overall success. By implementing these approaches, nonprofits can enhance performance, build stronger relationships, and make a greater impact in their communities.The first tip focuses on goal assessment and planning. Evaluating progress, making course corrections, and setting clear expectations ensure nonprofits stay on track to achieve their intended outcomes.Donor engagement and stewardship are emphasized next. Timely and meaningful interactions with donors lead to increased giving and stronger relationships. Nonprofits should utilize various communication channels to engage effectively with donors.Fundraising campaigns play a significant role in finishing the year strong. Setting monetary and impact goals, and effectively communicating them to donors generates excitement and support for the cause.Financial review and reporting are often overlooked but crucial for success. Regularly reviewing financial data and ensuring accurate reporting help maintain integrity and compliance with funders’ requirements.Lastly, volunteer appreciation is highlighted as a critical strategy. Recognizing and appreciating volunteers’ contributions not only supports the mission but also turns them into powerful advocates and ambassadors. Nonprofits are encouraged to show appreciation through certificates, events, and social media sharing.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

The Power Of Breakthrough Ideas! [Video]

Veronica Lafemina, founder and CEO of Lafemina and Co, a strategic advisory firm for nonprofits, discusses the power of breakthrough ideas with host Julia Patrick. Lafemina emphasizes the need for organizations to find new paths forward instead of clinging to pre-pandemic norms. She highlights the value of external perspectives and community engagement in creating lasting impact. Lafemina suggests involving the community in ideation and making it easy for people to contribute. The conversation covers aligning teams with breakthrough ideas, testing through simple methods like social media posts, and indicators of success such as community impact and media attention. Lafemina encourages organizations to focus on community connection and practical steps to spark inspiration and make a difference.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Nonprofit’s Asked And Answered [Video]

Tony Beall from Fundraising-Academy.org helps answer viewer’s questions from the week, including: Creating a work-life balance culture | Advancing staff salaries | Firing the Board Chair | “Snappy” mission statements | Cultivate 2023 | Searching where to serve and more. . . . If you lead or work for a nonprofit, social impact, or service organization, or are considering starting one, The Nonprofit Show is an invaluable resource for staying up-to-date on the latest nonprofit information and operating strategies to help you achieve an amazing social impact.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact

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Resources for Nonprofit Directors

Nonprofit’s Ask And Answer! [Video]

With the help of Muhi Khwaja, CFRE, our own Julia Patrick responds to viewer’s questions, including: Politics in hiring | Cultivate 2023 | Realistic fundraising goals | Hiring for-profit sales people | Board liaisons and more. . . Lots to learn! If you lead or work for a nonprofit, social impact, or service organization, or are considering starting one, The Nonprofit Show is an invaluable resource for staying up-to-date on the latest nonprofit information and operating strategies to help you achieve an amazing social impact.Tune in to the fast-paced 30-minute LIVE show each weekday to hear from guest experts on a broad range of topics, including nonprofit boards, foundations, grant funding, volunteer management, donor relations, fundraising, marketing, grant writing, philanthropy, legal and tax compliance, CFRE certification, donor and CRM software, charity tax expertise, virtual galas, charity auctions, online nonprofit charity event programs, social impact strategic planning, fund development, fiscal sponsorships, capital campaigns, community impact analysis, donation management, nonprofit jobs, donor-advised funds, nonprofit HR, nonprofit classes, training, global NGO organizations, and nonprofit sector thought leaders.You can also listen to the show on your favorite podcast channel. Additionally, the American Nonprofit Academy provides news, inspiration, and training for the nonprofit and social impact community.#fundraising #nonprofit #socialimpact