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The sgENGAGE Podcast

Updated about 1 month ago

Business
Non-Profit
Government
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Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact.Formerly called the Raise & Engage Podcast.

Read more

Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact.Formerly called the Raise & Engage Podcast.

iTunes Ratings

65 Ratings
Average Ratings
43
21
0
1
0

Informative and engaging

By L3415 - Sep 13 2019
Read more
Informative and engaging materials/conversations for non profits.

Good podcast

By sarah1344 - Mar 25 2019
Read more
Great content, I always come away from listening to it with takeaways

iTunes Ratings

65 Ratings
Average Ratings
43
21
0
1
0

Informative and engaging

By L3415 - Sep 13 2019
Read more
Informative and engaging materials/conversations for non profits.

Good podcast

By sarah1344 - Mar 25 2019
Read more
Great content, I always come away from listening to it with takeaways
Cover image of The sgENGAGE Podcast

The sgENGAGE Podcast

Latest release on Jul 09, 2020

Read more

Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact.Formerly called the Raise & Engage Podcast.

Rank #1: Episode 56: Check Your Donor Vital Signs

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We all know that acquiring and retaining donors is one of the most important things nonprofit organizations must do to improve their fundraising performance. The question is how to do it – and do it well. This requires that we take a broader look at trends across the non-profit sector to help us better understand how our organizations are performing but also understand more about our donors. 

To help us explore this and some brand new research from the Blackbaud Institute is Chuck Longfield, Blackbaud’s Chief Scientist and author of the Vital Signs Report. In today’s episode, he’ll share some of the changes that he’s noticed since the last Vital Signs Report and talk about what those changes mean for the future of the non-profit world. 

Topics Discussed in This Episode: 

  • What Chuck found in Part 1 of the Vital Signs Report a little over a year ago
  • How the newer Vital Signs report shows signs of a turnaround in giving
  • The urban legend that giving is a zero-sum game, and how the recent research disproves that theory
  • What happens when donors stop giving to a particular organization
  • Where donors’ loyalties lie – with a specific organization, or with a cause
  • Steps that organizations can take with the new research in mind
  • Why organizations should try to convert donors to monthly giving
  • Whether the current pool of donors is sustainable long-term
  • The directions that Chuck’s research will go in next 

Links and Resources: 

Chuck Longfield

Vital Signs Report Part 2

Vital Signs Report Part 1

Blackbaud Institute for Philanthropic Impact

Blackbaud

“I sort of put it into three categories. You could have more people giving more money, you could have fewer people giving more money, or you could have fewer people giving less money.” 

“A big driver of this – not the only driver, but a big driver – is what some people are calling rage-giving.” 

“If you can get over that initial hurdle and retain these new donors, these are pretty good donors to retain.”

May 03 2018

30mins

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Rank #2: Episode 141: Engaging & Retaining New Supporters with a Long-Haul Approach

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Traditionally, arts and cultural organizations start fundraising after someone buys their first ticket. But is that the best approach for long-term success? What if organizations waited and took a more methodical approach?

In today’s episode, Aubrey Bergauer, Executive Director of the Center for Innovative Leadership and VP of Strategic Communications at the San Francisco Conservatory of Music, joins the podcast to talk about developing a long-haul approach to fundraising, being customer-obsessed, and attracting a more diverse audience. You’ll also hear a bonus segment with Aubrey, added after the main interview was originally recorded, in which she discusses how organizations can most effectively operate right now during the COVID-19 crisis. 

Topics Discussed in This Episode:

  • How the San Francisco Conservatory of Music is responding in the face of COVID-19
  • How arts and cultural organizations can effectively communicate with their supporters during these uncertain times
  • Advice for arts and cultural organizations attempting to adapt their operations in the midst of the COVID-19 pandemic
  • The success Aubrey has seen with the long-haul fundraising model she developed for fundraising and patron retention
  • Why organizations should wait to solicit donations
  • How Aubrey is bringing the long-haul model to higher education
  • Examples of the wrong types of metrics organizations often focus on
  • The importance of being customer-obsessed
  • Shaping your organization’s website for first-time visitors instead of your board of directors or long-term donors
  • Making programming more attractive and accessible to a younger audience
  • Attracting more diverse audiences
  • How to achieve a more diverse staff

Resources:

Follow Aubrey Berguaer on Twitter: @AubreyBergauer

Resources to Guide Arts and Cultural Organizations During the COVID-19 Pandemic

Report: Guide to Evaluating your Arts & Cultural Organization's Online Performance

Quotes: 

“I think what’s so important for arts organizations is to really be forward-looking.”

“It’s OK to be human. But we must also be positive, and we must also be looking into the future.”

“The key is to talk to users but to also respond, not justify what we’ve been doing.”

Apr 02 2020

56mins

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Rank #3: Episode 144: Leveraging Personas for Fundraising During COVID-19

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Many things have changed in response to COVID-19, but the missions and purposes of social good organizations remain the same even if their methods must adjust to meet the current situation.

In today’s episode, Melissa Bank Stepno, Director of Analytics Consulting at Blackbaud joins the podcast to talk with Steve MacLaughlin about using personas for fundraising during COVID-19. Listen in to hear what Melissa has to say about the value of continued engagement, what organizations should be focusing on right now, and how personas can help their messaging.

Topics Discussed in This Episode:

  • What Melissa is hearing from organizations right now about fundraising during COVID-19
  • The importance of continued engagement
  • What organizations should focus on right now
  • The importance of data health
  • How organizations can use personas to fine-tune messages for their audiences
  • Examples of personas and how they work
  • How the imagery can match the message
  • How organizations can learn more about personas

Resources:

Melissa Bank Stepno

Blackbaud Institute Report: "Supporters in Sight: A Look at Peer-to-Peer Personas"

Blackbaud Institute Report: "Supporters in Sight: An Introduction to Personas"

Article: Harnessing Big Data to Sustain Peer-to-Peer Revenue Throughout the COVID-19 Pandemic

Quotes: 

“Every nonprofit in the country, in the world, exists for a purpose and for a reason, and those missions are all still valid today.”

“The health of the addresses on your file, the phone numbers on your file, the emails on your file is more critical than ever as we’re thinking about how we can reach people where they are.”

“How can you meet somebody where they are at their point in time in life, and what they’re most interested in?”

Apr 23 2020

24mins

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Rank #4: Episode 88: Uncomplicate Your Communications

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Many nonprofit organizations struggle with communications. A lot of times, this problem is caused by too many complications in their strategy.

This episode’s guest is Michael Beall, Principal Consultant and Communications Practice Leader at Accordant Philanthropy. Listen to the episode to learn what Michael has to say about how organizations can uncomplicate their communications strategy by prioritizing communications to different audiences, how budget fears affect communications, and how to test messaging to see what resonates with different donors.

Topics Discussed in This Episode:

  • How organizations often overcomplicate their communications
  • How organizations’ priorities shift when communicating with different audiences over time
  • How mixing messages rather than focusing on one audience at a time can overcomplicate messaging
  • What prevents organizations from doing their best work with a focused audience
  • Delivering active and passive content to donors in a face-to-face context
  • How to test messaging to see what resonates with donors

Resources:

Michael Beall

Article: Uncomplicate Your Communications Strategy

Webinar Series: Resources for Creating an Atmosphere of Engagement

Quotes:

“I think a simple exercise to do is to really list those potential priorities, those different audiences, and just assign who’s number one, who’s number two, who’s number three.”

“The interesting thing is that when you poll donors, they tell you the opposite – that they’re overwhelmed by frequency and by noise. And that really, that’s not what they’re looking for.”

“You’ve really got to test it out before you send it out.”

Mar 07 2019

22mins

Play

Rank #5: Episode 120: Current Trends in Grassroots Advocacy

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How has grassroots advocacy changed in the past few years? And what are the current grassroots advocacy trends that your organization should be leveraging to have greater success?

Today’s episode, recorded at bbcon 2019, features Jeb Ory, co-founder and CEO at Phone2Action and Zach Ragbourn, director of digital communications at National Parks Conservation Association. Listen in to hear Jeb and Zach speak with host Steve MacLaughlin about how to influence legislators, how digital advances have changed advocacy, and how to think about youth advocacy.  

Topics Discussed in This Episode:

  • Changes in the grassroots advocacy space in the past few years
  • What influences legislators from an advocacy standpoint
  • Strengths of storytelling and personalization 
  • How digital has changed advocacy
  • How to think about youth advocacy
  • How to make advocacy and communication sustainable

Resources:

Jeb Ory

Zach Ragbourn

Modern Advocacy Requires Modern Tools

Quotes:  

“It’s now common and acceptable for people to share what they feel about issues online, on social media.” –Jeb Ory

“We’re turning a corner toward greater personalization and a greater need for emotional storytelling, both to and from advocates, to move the needle.” –Zach Ragbourn

“What it all comes down to is listening, honestly.” –Zach Ragbourn

Oct 31 2019

18mins

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Rank #6: Episode 110: Understanding Data Privacy Regulations

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New privacy regulations, data breaches and consumer attitudes about data privacy are constantly in the headlines. But it’s not just corporations that have to worry about data privacy - data privacy regulations are a serious topic for social good organizations as well.

Cameron Stoll, Principal Legal Counsel at Blackbaud, joins host Steve MacLaughlin to explore the topic of data privacy regulations in depth. Listen in to learn about the changing expectations of consumers and donors, the importance of transparency in data privacy policies, and how the GDPR is influencing data privacy regulations globally.

Topics Discussed in This Episode:

  • The effect that Cambridge Analytica had on the privacy regulation discourse
  • The penalties associated with data breaches
  • The new normal when it comes to privacy regulations
  • The changing expectations of consumers and donors
  • Transparency around data usage
  • Consent issues with data
  • The differences between implicit consent and affirmative consent
  • Creating privacy policies that live up to stakeholder expectations, above and beyond legal requirements
  • Planning for new privacy regulations

Resources:

Cameron Stoll

Privacy Toolkit: An Introductory Guide to Safeguarding Your Constituent Data

Article: Two Crucial Themes from the GDPR Featuring in US-Privacy Legislation

Quotes: 

“I think this one’s going to stick. July 2019 was the biggest month for privacy enforcement in history.” –Cameron Stoll

“Cambridge Analytica really changed the landscape of privacy and the concept of privacy in the everyday user.” –Cameron Stoll

“It really is a top-down effort, because privacy controls affect so many different aspects of an organization’s behavior.” –Cameron Stoll

Aug 15 2019

27mins

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Rank #7: Episode 95: What the Heck is Robotic Process Automation? (and Why Your Organization Needs It)

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We spend as much as 20% of our day doing manual repetitive tasks, and those manual tasks often end up costing organizations a lot of money in lost productivity, fraud and errors. So how can social good organizations fix this? Enter robotic process automation (RPA), a technology that automates repetitive processes and allows organizations to better control their expenses, increase their margins, and drive more revenue.

In this episode, Blackbaud’s RPA expert Louis Stratton explains what robotic process automation technology is, how it strengthens internal controls and why it benefits organizations to include it as part of their strategy. After listening to the episode, check out the webinar through the link below to learn even more about how RPA can influence your work.

Topics Discussed in This Episode:

  • The state of business today and how much time and money is lost from manual repetitive tasks
  • The relationship between digital transformation and robotic process automation
  • The limitations preventing us from having more on-demand information
  • How RPA helps organizations strengthen internal controls
  • The future of robotic process automation
  • Examples of how organizations can be transformed through RPA

 Resources:

Louis Stratton

Webinar: Robotic Process Automation: What It Means for Your Organization

 Quotes:

 “We live in an era where digital transformation is radically changing the way we interact, work, and live.”

 “One thing that’s always constant is that hardware gets better, then software gets better.”

 “In business, the robot is the software.”

Apr 25 2019

11mins

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Rank #8: Episode 128: Building a Sustainer Giving Program

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Sustainer giving programs provide donors an easy, automatic way to donate while also giving organizations a reliable source of income. In fact, research by the Blackbaud Institute revealed that sustained givers can increase giving to an organization by as much as 300% over two years. So, how can your organization take advantage?

Today’s episode, recorded live at bbcon 2019, is all about how to build and grow a successful sustainer giving program. Kristin Jackson and Bethany Taylor from Boise State Public Radio’s membership team sat down with guest host Christine Newman to talk about the success they’ve had building and expanding their sustainer giving program. Listen in to hear the keys to their success and get insights on how other organizations can do the same. 

Topics Discussed in This Episode:

  • How Boise State Public Radio started a sustainer giving program 
  • Experimenting with a sustainer giving program to increase success
  • Challenges that Boise State Public Radio faced in growing the sustainer program
  • Finding the right messaging to attract sustaining donors
  • Is it worth branding a sustainer program?
  • How gifts and matching funds can attract more sustainers
  • Strategies to increase sustainer donor levels
  • The importance of “thank you” in keeping sustaining donors

Resources:

Kristin Jackson

Bethany Taylor

Sustainers in Focus - research reports from the Blackbaud Institute

Quotes: 

“I just felt like – clearly it could grow to more than that.” 

“That’s the biggest thing is just get comfortable asking.”

“If you’re in the middle of a campaign, your sustainers want to help. They don’t want to feel left out of your campaign.”

Jan 02 2020

15mins

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Rank #9: Episode 81: Lean Principles for Social Good

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Social good organizations and private companies have many differences, but they also have many things in common and can benefit from some of the same strategies. Lean principles are being used more and more often among startups and tech companies, and social good organizations are alsolso seeing the value of these principles: thinking big, starting small, and seeking impact.

In today’s episode, Steve MacLaughlin talks with our guest Ann Mei Chang, author of the book Lean Impact: HJow to Innovate for Radically Greater Social Good, about how some of these lean principles are being implemented in social good organizations. Listen in to hear what she has to say about transitioning to using lean principles, getting comfortable with failures, and ensuring that a successful program can scale.

Topics Discussed in This Episode:

  • How Ann Mei leverages her Silicon Valley background to help social good organizations achieve greater impact
  • How social good organizations can transition to using lean principles as an approach to solving problems
  • The core principles involved in lean  strategies
  • Setting big goals and getting comfortable with failure
  • Making a successful program that can scale, and learning how to iterate

Resources:

Ann Mei Chang

Lean Impact: How to Innovate for Radically Greater Social Good

Quotes: “I started to realize that while people get really excited about technology, what I think truly differentiates Silicon Valley are two things: one is the audacity of the ambitions in Silicon Valley, and the second is the pace of progress.”

“I think there are many, many organizations doing incredible work, but it’s still in the early adopter phase.”

“One of the things I like to say is it’s important to fall in love with your problem, not your solution.”

Jan 03 2019

30mins

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Rank #10: Episode 107: The State of Peer-to-Peer Fundraising

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Peer-to-peer fundraising continues to be an increasingly important part of the fundraising strategy for nonprofits and other social good organizations. But how do you know if your organization is successfully leveraging this fundraising channel? And what trends should you consider incorporating into your programs?   

On this episode, the authors of the just-released 2019 Blackbaud Peer-to-Peer Fundraising Study – Katie Walters, Tanya Turschic, Shana Masterson, Robyn Mendez, and Jennifer Cobb – join the podcast to answer these questions and more. Listen in to hear about different types of peer-to-peer fundraising programs, what motivates participants, the influence of Facebook on giving behavior, and why email is still an indicator of engagement.

Topics Discussed in This Episode:

  • How organizations can use the study to improve their peer-to-peer fundraising programs
  • Important benchmarks from 281 organizations across the U.S. and Canada
  • Types of P2P fundraising programs
  • The rise of crowdfunding and DIY fundraising
  • What motivates P2P fundraisers the most
  • The impact of registration fees on fundraising behavior
  • Email as an indicator of engagement
  • How to benchmark your organization against the study findings

Resources:

2019 Blackbaud Peer-to-Peer Fundraising Study

Blackbaud Peer-to-Peer Fundraising Resource Hub

Quotes: 

“The most popular programs that we see are DIY fundraising programs and crowdfunding programs.” –Robyn Mendez

“Fundraising performance benchmarks by participants and by fundraisers, they help you measure your event potential.” – Tanya Turshic

“Every organization who has ever had a peer-to-peer fundraiser, ever, has the same exact goal. They want to attract more participants, they want to have more participants fundraising, and they want to have more participants fundraising more.” – Shana Masterson

Jul 25 2019

35mins

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Rank #11: Episode 99: The Dynamic Duo: Increasing Impact by Uniting Development and Communications

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Nonprofits and other social good organizations face many challenges, but one that can be seen over and over again comes from inside the organization. Different departments, such as development and communications, don’t effectively engage with each other, hampering their ability to reach out to and engage with donors as successfully as they could.

Today’s guest is Sam Stern, CEO of Magnify Good, a communications consultancy that helps social sector organizations magnify the good of the work they do. He joins podcast host Steve MacLaughlin of Blackbaud to talk about how organizations can transform by focusing on working more connectedly across departments, particularly between development and communications. Listen in to hear what Sam has to say about where to start to increase inter-departmental collaboration, how creating personas can help organizations operate more effectively, mirroring the donor’s journey with evergreen content, and the importance of technology to bring all the pieces together.

 Topics Discussed in This Episode:

  • Looking inward for problems rather than focusing on external factors
  • Steps for helping departments work better together
  • Developing personas to understand the donor’s journey
  • Creating meaningful and lasting content
  • The role that technology plays and shifting organizational thinking around digital transformation

Resources: 

Sam Stern

Magnify Good

Connective Impact eBook

Quotes:

“What would happen if we all focused on doing our work together in a fashion that would be more effective and lead to better results?”

“Having this persona in the front of your mind all the time is going to help you get to the point where you can even test these things to see what’s working best and what’s not.”

“How do we need to think about this, organizationally, and make decisions as to whether this technology is actually just going to be more work and not really pay off any benefits, or if it’s really going to empower us.”

May 23 2019

28mins

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Rank #12: Episode 134: The Keys to Major Donor Cultivation

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When you want the best information available, your best bet is to gather expert advice across a broad spectrum of professionals in the field you’re interested in. And that’s just what today’s guest has done. 

Martin Leifeld, CEO of Martin Leifeld LLC, is the author of Five Minutes for Fundraising: A Collection of Expert Advice from Gifted Fundraisers, which shares tips from a wide range of social good professionals. Listen in to hear Martin’s discussion with host Steve MacLaughlin, which focused on building relationships with major donors and maintaining involvement and engagement with those donors over a period of years. 

Topics Discussed in This Episode:

  • Key pieces of wisdom for fundraising professionals who are just starting their journey into major gifts
  • Building and nurturing long-term relationships with major donors
  • Managing expectations within your organization about major donors 
  • The 80/20 rule for donor relationships
  • Strategies for attracting and engaging with different types of donors

Resources:

Martin Leifeld

Five Minutes for Fundraising video series

Supporters in Sight: A Look at Affluent Donor Personas

Top Event Strategies for Major Donor Cultivation

Using Nonprofit Data to Find Your Next Major Donor

 Quotes: 

“The book overall really focuses on major gift engagement – major gift engagement for professionals and volunteers.”

“You have to educate your executives, you need to educate your board, you yourself perhaps as an executive director or significant volunteer or having the fundraising responsibility – you have to be educated.” 

“It’s very rare that there’s some kind of shortcut where a gift mystically magically appears at our doorstep that can change the course of our organization.”

Feb 13 2020

22mins

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Rank #13: Episode 123: Aligning Business Strategy and Purpose

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Companies are under increasing pressure to be socially conscious, if not socially active. But what’s the best way to do this authentically? How can you make sure that your purpose and your business strategies are aligned in a way that resonates with employees, customers and other stakeholders? 

In today’s interview with Sarah Chapman, Director of Corporate Responsibility and Sustainability at Deloitte Canada, we discuss how businesses and organizations are following the trend of being more socially active. Listen in to hear Sarah talks with host Rachel Hutchisson about how Deloitte Canada has increasingly incorporated purpose into their strategy, and her advice for how other companies can do the same.

Topics Discussed in This Episode:

  • How Deloitte Canada is reacting to the trend of businesses being socially conscious and active
  • What Deloitte Canada is seeing across companies it works with in its Corporate Purpose practice, and how it’s advising them to incorporate purpose
  • Deloitte Canada’s “Tomorrow, Together” strategy and how employees, customers and stakeholders have responded
  • Impacts that Sarah is particularly proud of
  • Advice for companies that want to align purpose with business strategy

Resources:

Sarah Chapman

Webinar: The Evolution of CSR: How to Align Your Charity with Corporate Initiatives

Quotes: 

“At the end of the day, what it’s really about is standing for something and proving it in everything you say and do.” –Sarah Chapman

“What I’m actually advising clients now is taking a more center of the business approach.”

“Don’t wait for the perfect moments. Go and sort of get some quick wins.”

Nov 21 2019

17mins

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Rank #14: Episode 100: Driving Business Performance with Digital Transformation

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Digital transformation may sound like a buzzword, but the reality is that it fundamentally changes the way organizations operate and innovate.

Special guest Mike Gianoni, president & CEO of Blackbaud, joins us for our 100th episode to explore the topic of digital transformation and how it drives business performance. Listen in to hear what Mike has to say about how technology has changed the way organizations run over the past few decades, why successful digital transformation requires more than just new technology, and how leaders can champion digital transformation across their organizations.

Topics Discussed in This Episode:

  • Digital transformation over the past 30+ years
  • How digital transformation has changed various industries, such as banking and farming
  • How digital transformation drives business performance
  • What social good organizations can learn from the digital transformation of private sector companies
  • Barriers to digital transformation in social good organizations
  • Why digital transformation needs to be a team sport
  • The responsibility of the C-suite in leading digital transformation across their organization
  • Examples of social good organizations that have been positively impacted by digital transformations

Resources:

Mike Gianoni

Blackbaud

Quotes:

“Obviously, digital transformation impacts all of us. It’s changed our lives significantly.”

“Digital transformation is not just about the software and the IT, it's about moving the whole company in a different direction.”

“It's not just the IT person's job to drive digital transformation. It's actually the CEO's job or the executive director's job to drive it because you have to change everything, not just the software.”

 “To really get ahold of this, everything has to be rethought. Every part of the business, every aspect of the business…financial management to mission delivery, fundraising, all of it.”

May 30 2019

33mins

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Rank #15: Episode 87: Digital Transformation of Fundraising

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What is digital transformation, and how is it impacting fundraising in the social good community? What does digital transformation mean for those organizations themselves?

To talk about this topic, Brad Little, Managing Director of Consumer Solutions, joins the sgENGAGE Podcast with host Steve MacLaughlin. Listen to the episode to hear what Brad has to say about digital transformation tools, how personal connections matter, and what the rise of crowdfunding means for social good.

Topics Discussed in This Episode:

Digital transformation tools

How consumer behavior is starting to transform the nonprofit sector

Why personal connections matter in fundraising

Finding the right way to share stories to the world in a way that inspires people to act

Why crowdfunding is accelerating, and what that means for social good organizations

Resources:

Brad Little

JustGiving

Quotes:

“Many of us would consider digital transformation much broader than trying to do digital things well.”

“Every industry, as we all know, is somewhat disrupted by not just the internet but the phones and access we have in our pockets every day.”

“Some of the work that we’re trying to do is find the way that we can help drive new supporters and net new donations that they maybe wouldn’t have gotten without using various softwares out there in the world that we might be able to produce.”

Feb 28 2019

24mins

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Rank #16: Episode 125: How Dorri McWhorter Future-Proofed the YWCA Metropolitan Chicago

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Long standing social good organizations have developed foundational fundraising and engagement methods that have provided for them for decades or more. As technology continues to shrink the world, increasing competition and changing the way we communicate with one another, how can business principles and skills help bring historically traditional nonprofits and other social good organizations into the future? 

Dorri McWhorter, president and CEO of the YWCA Metropolitan Chicago, joined host Rachel Hutchisson to discuss how she modernized the organization and is bringing it to new levels of success. Listen in to hear about Dorri’s work, combining business skillsets with a nonprofit, and understanding the value of a cause. 

Topics Discussed in This Episode:

  • How Dorri modernized the YWCA Metropolitan Chicago
  • Balancing a business approach in the nonprofit sector
  • Importance of revenue in nonprofits
  • Understanding and communicating the ultimate value of your organization and cause
  • Advice for social good leaders looking to future-proof their organizations

Resources:

Dorri McWhorter

Quotes: 

“How can we get to the problems and just start solving them?”

“It just so happens that we have this wonderful tax status that allows us to look at the business differently.”

“A business solves problems and we solve problems too, we just don’t frame it like that.”

Dec 12 2019

15mins

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Rank #17: Episode 135: Accountable Impact: A Model for Sustainable Mission Growth

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Decision-making around directing philanthropic giving is an increasingly data-driven exercise. So, it’s more important than ever for social good organizations looking to attract investment to be able to quantify and communicate their defined outcomes and ability to efficiently and effectively achieve them. This is accountable impact.

Today’s episode features an excerpt of a panel session at bbcon 2019 with John Cashman, Senior Principal Account Executive and Tony Boor, Chief Financial Officer at Blackbaud, Paul Preziotti, Principal at Johnson Lambert LLP and Traci Drake, Chief Philanthropy Executive at Fred Hutchinson Cancer Research Center. Listen in get an inside look at the 2019 Blackbaud Accountable Impact Study and to hear these experts discuss challenges and best practices around adopting a culture of accountable impact to drive support for your mission.

Topics Discussed in This Episode:

  • Background on Blackbaud’s 2019 Accountable Impact Study
  • Why the sub-competencies covered in this study were chosen
  • Finance benchmark competencies
  • Funding transparency
  • Promoting success from a financial perspective
  • Communication between the finance function and non-financial managers
  • Why so many nonprofits and social good organizations don’t feel enabled when it comes to technology
  • The interconnectivity of people, processes, and technology
  • Working with donors to fund capacity building needs

Resources:

Quotes: 

“The healthier an organization is in terms of vendor and credit management, the higher their overall competencies.” – John Cashman

“Most of the individuals who are making the key decisions don’t have a financial background. Your role in finance is to provide that link, from the accounting information.” –Paul Preziotti

“Technology is not a silver bullet. If you don’t have properly trained people, and you don’t have good processes, technology’s not going to solve it.” –Tony Boor

Feb 20 2020

18mins

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Rank #18: Episode 116: Storytelling 101

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We all know that it’s important for social good organizations to connect and engage with stakeholders in order to achieve their missions. One of the most effective ways this can be done is through storytelling. But how do you craft your story in a way that gets across your message while emotionally connecting with people? Today’s episode will teach you just that! 

In this episode of the sgENGAGE Podcast, host Christine Newman is joined by two storytelling experts, Jocelyn Wright and Kirk Lilwall of Blackbaud University. Listen in to hear what Jocelyn and Kirk have to say about the different types of stories organizations can tell, how to leverage multimedia communication channels, and key tactics for conducting interviews that will result in the information you need to craft a compelling story. 

Topics Discussed in This Episode:

  • Why stories are so valuable in getting people to engage with an organization or cause
  • Types of stories that are most effective for social good organizations 
  • Elements that every good story should have
  • Storytelling for diverse audiences
  • How to tell a story that moves people without overwhelming them
  • Examples of powerful stories from social good organizations
  • Telling the stories of protected groups without violating privacy
  • How technology has changed the approach and strategy for storytelling 

Resources:

Jocelyn Wright

Kirk Lilwall

Blackbaud University Organizational Best Practices: Multimedia Storytelling

Blackbaud University

Visual Storytelling for the Modern Nonprofit

 Quotes: 

“The stories that you tell are really going to shape the way that people perceive your organization, how they understand your organization, and also how they understand their relationship with your organization.” –Jocelyn Wright

“We’re all storytellers in our everyday lives. When you send texts, you send emails, you make phone calls, all those things are stories.” –Kirk Lilwall

“Personal stories are something that’s always going to resonate.” –Jocelyn Wright

Sep 26 2019

25mins

Play

Rank #19: Episode 85: Understanding Engagement Fundraising

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Have you ever read something that totally changes your perspective on a subject? When it comes to fundraising, it’s not uncommon for people in the nonprofit sector to have  set ideas about the process of fundraising, but today’s guest is challenging those perspectives.

Greg Warner is the author of the book Engagement Fundraising: How to Raise More Money for Less in the 21st Century. He joins the podcast today to talk about what prompted him to write the book and what engagement fundraising means for the nonprofit sector. Listen to the episode to hear what Greg has to say about why it’s important to take a more modern approach to fundraising, how to move from relationship fundraising to engagement fundraising, and what the first steps are toward engagement fundraising.

Topics Discussed in This Episode:

  • What prompted Greg to write his book about engagement fundraising
  • Why a more modern approach is needed in many areas of fundraising
  • Myths of soliciting donations
  • Moving from relationship fundraising to engagement fundraising
  • The first step of engagement fundraising                                                                                                                                      

Resources:

Greg Warner

Engagement Fundraising: How to Raise More Money for Less in the 21st Century

Introducing the "Four Selfs" of Engagement Fundraising

The Four Selfs

Quotes:

“Things that the sector believed just were not true, especially from a donor’s perspective, but also from a technology perspective.”

“Engagement fundraising really focuses first and foremost on the consideration process that the donor goes through.”

“It’s not about moving donors, and it shouldn’t be, but that’s what people think. The key to success is to provide value in a way that helps donors move themselves forward in the giving consideration process.”

Feb 07 2019

23mins

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Rank #20: Episode 102: Spotlight on Giving Trends in Higher Education

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The digital world has opened a new range of possibilities for higher education institutions as they look to connect with alumni and other prospective donors. Opportunities for greater creativity and the ability to make the donation process much easier and more personalized have greatly advanced how institutions can better engage constituents. However, one thing that remains the same is the importance of building relationships.

This episode features a discussion between Sue Cunningham, President and CEO of CASE, and Tim Hill, President & GM of Blackbaud Higher Education Solutions, about the Blackbaud Institute’s “2018 Charitable Giving Report: Higher Education Spotlight.” Listen in to hear what Tim and Sue have to say about higher education trends in 2018 and how they compare to prior years, and how digital tools and campaigns will affect the future of higher education giving. And to learn even more about this topic, click on the link to the webinar in the “Resources” section below. 

Topics Discussed in This Episode:

  • The current state of higher education giving
  • How much fundraising comes via online sources
  • How current digital trends have changed how donors engage with educational institutions
  • Multi-year trends in giving
  • How advancement professionals are responding to the changing landscape in giving
  • How institutions can harness the power of digital and online strategies to tell their impact stories and reach more donors
  • The increasing role of #GivingTuesday in higher education fundraising

Resources:

Sue Cunningham

Tim Hill

Webinar: 2018 Charitable Giving Report: Higher Education Spotlight

Report: 2018 Charitable Giving Report: Higher Education Spotlight

Quotes:

“Clearly the digital world has opened up a huge range of opportunities, and we’re seeing imaginative and creative use of those both in the context of a broader engagement and also specifically around fundraising.” – Sue Cunningham

“We forget that sometimes you’re competing for that dollar with other types of institutions.” –Tim Hill 

“Whether relationships are being built face-to-face or whether they’re being built remotely, I think relationships are at the heart of what we’re about and what we’re doing.” –Sue Cunningham

Jun 13 2019

27mins

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Episode 154: How Responsive Philanthropy Can Advance Racial Equity

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Over the past months, racial equity and racial justice have come to the forefront of public consciousness and advocacy in the U.S. and around the world. And while this has also been a topic of discussion in philanthropy for some time, there is a real opportunity now for all social good organizations to really respond in a meaningful way that effects change.

In today’s episode, you’ll hear from Marcus Walton, President & CEO of Grantmakers for Effective Organizations (GEO). Listen in to hear Marcus talk about the current movement, the steps that responsive philanthropy must take to advance racial equity, and how all social good organizations can approach their work through a racial equity lens.

Topics Discussed in This Episode:

  • Marcus’s background as a leader in philanthropy and in working on racial equity initiatives
  • What GEO does and how it’s working with members
  • Whether Marcus is hopeful that the current moment will move the needle on racial equity
  • Steps that responsive philanthropy needs to take to advance racial equity
  • What advice Marcus would give to funders right now
  • Why it’s critical for all social good organizations to look at their work through a racial equity lens
  • The importance of partnerships and data

Resources:

Marcus Walton

Article: "Hope is Not a Strategy for Change"

GEO's Vision for Smarter Grantmaking

Marcus Walton's Resource List on Leadership and Racial Equity

Quotes: 

“I can only be hopeful, because I’ve seen how quickly change can happen.”

“What I’m observing on one hand is an inclination to do something, to react.”

“Before we make a decision and head down a particular course of action, let’s ground ourselves in the current moment.”

Jul 09 2020

33mins

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Episode 153: Leadership During Times of Change

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How do leaders embrace their role in the new normal today? What does it mean to lead strategically and purposefully?  The experts in today’s webinar will answer these questions.

Listen in to hear Eddie Thompson, Founder and CEO of Thompson & Associates, Mark McCampbell, Senior Vice President of Advancement Resources, and Betsy Chapin Taylor, CEO of Accordant, talk about the challenges of leadership during times of change, why purpose and values are central to good leadership, and the importance of reconsidering strategy right now to lead your organization into a successful future.

Topics Discussed in This Episode:

  • The role of leaders in today’s changing new normal
  • Why who you are is more important than what you do
  • How values lead to actions
  • Leadership strategies
  • Affirming your organization’s vision
  • Thinking about areas that need to be pruned or changed going forward
  • The importance of connecting meaningfully
  • Considering strategic decisions
  • Holding board members accountable
  • Using board members as fundraisers
  • Thinking about how to go after major gifts in the future

Resources:

Eddie Thompson

Mark McCampbell

Betsy Chapin Taylor

WEBINAR: Leadership During Times of Change

TIP SHEET: 8 Things Successful Healthcare Philanthropy Leaders are Doing Right Now

ARTICLE: 6 Tips for Managing a Virtual Workforce

Quotes: 

“When you’re authentic, you’re being yourself, and you’re leading from who you are, that’s really the place to be.” –Mark McCampbell

“I think that we are unfortunately entering a period in our hospitals of austerity.” –Betsy Chapin Taylor

“I want to encourage you to reconsider having perpetual naming rights.” –Eddie Thompson

Jun 25 2020

20mins

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Episode 152: Putting Purpose into Practice with Shared Value

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Companies are increasingly recognizing the importance of purpose. But what does it really mean to have a purpose-led organization? And how can you help your organization more effectively put its purpose into practice?

That’s what today’s guest, Bobbi Silten, managing director of the Shared Value Initiative, is here to discuss. Bobbi explains the importance of leading with purpose, the role of shared value and why you need to understand your organization’s cultural dynamics to succeed in being purpose driven. She also discusses The Purpose Playbook, which was recently released by Shared Initiative as an actionable guide for practitioners looking to lead change in their organizations and society.

Topics Discussed in This Episode:

  • What the Shared Value Initiative does and how it originated
  • The definition of shared value
  • Being a purpose led organization
  • What the Purpose Playbook teaches practitioners about leading change
  • Why it’s important to have a grounding in leading with purpose
  • The importance of understanding an organization’s cultural dynamics

Resources:

Bobbi Silten

The Purpose Playbook from the Shared Value Initiative

CSR 2020: Experts Look Ahead

Quotes: 

“Our whole philosophy in building this playbook is that it’s not a cookie-cutter approach.”

“First you have to, as a company, get really clear about what your reason for being is, and your reason beyond profits alone.”

“The more a leader can understand the cultural dynamics of their organization, the more than can use it or start to dial down the things that are getting in the way.”

Jun 18 2020

25mins

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Episode 151: The Foundations of Effective Talent Management

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What do you need to know about talent management to make sure that you’re getting the most out of your team? Today’s episode features an excerpt from Part One of a three-part Blackbaud webinar about how better talent management can up your fundraising game. In the excerpt, you’ll hear from Eric Bowman, talent manager at Texas A&M Foundation. Listen in to hear what Eric has to say about what talent management is, the building blocks of talent management, and the importance of determining your organization’s mission, values, goals, and strategies.

After listening to the episode, click on the link to the webinar in the Resources section to watch the full recording, where you'll hear from Stacy Rooney, business consultant principal at Blackbaud, whose discussions will also include how to seamlessly integrate core fundraising systems into your talent management practices

Topics Discussed in This Episode:

  • Eric’s background
  • What talent management means
  • Examples of function areas of talent management
  • The building blocks to effective, aligned, coordinated talent management
  • Determining mission, values, goals, and strategies
  • Talking and thinking about competencies
  • Building core processes
  • The new-hire experience
  • Making sure that people can grow in their role

Resources:

Eric Bowman

Webinar Series: How Better Talent Management Can Up Your Fundraising Game

White Paper: Blackbaud's Strategic Guide to Effective Talent Management

Quotes: 

“The ultimate driver to an organization’s success are its people.”

“Having a defined vision, mission or purpose, and values are critical to help the entire organization know why they exist, where they are going, how they will get there, and how they should act along the way.”

“You cannot expect CRM-level performance if you only have Excel-level resources.”

Jun 11 2020

16mins

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Episode 150: Livestream Fundraising 101

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Livestream fundraising – you’ve probably heard the term, but do you really understand how your social good organization can leverage this popular strategy? Have you wondered how you can you use livestreaming to connect with donors and raise more funds?

Robyn Mendez, Principal Product Marketing Manager at Blackbaud, joins the podcast today to explain. Listen in to hear Robyn talk about why livestream fundraising can be an important fundraising tool, the main platforms organizations can use for livestreaming (such as Twitch and Facebook Live), and some of the ways that organizations can leverage livestreaming to reach a larger audience.

Topics Discussed in This Episode:

  • The definition of livestream fundraising
  • Why livestream fundraising can be an important fundraising tool
  • Popular livestreaming platforms and types of content appropriate for each
  • Different ideas for livestreaming content
  • Examples of standalone organizational livestreaming
  • Advice for organizations considering adopting livestreaming

Resources:

Robyn Mendez

Webinar: Decoding Livestream Fundraising

Livestream Fundraising 101: What is Livestream Fundraising?

How to Harness the Fundraising Power of Twitch

Quotes: 

“Generally speaking, livestreaming is becoming a mainstay of our marketing channel mix.”

“Anything that you would have a conversation with your friend about at dinner, they’re doing that. They’re just hanging out online as opposed to hanging out physically together at a restaurant.”

“If you have a phone and an online donation form, you can absolutely use Facebook Live to do livestreaming.”

Jun 04 2020

21mins

Play

Episode 149: Raising Major and Planned Gifts in the Current Environment

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COVID-19 has impacted fundraising in various ways. What will major and planned giving programs look like in our current landscape, and how can your organization adjust to see continued success with these programs?

In today’s episode, you’ll hear from Eddie Thompson, founder and CEO of Thompson and Associates, and Russell James, Professor of Charitable Financial Planning at Texas Tech University, in an excerpt from a Blackbaud webinar. They discuss the challenges of raising major and planned gifts in the current environment, give advice on how to talk to donors and consider how they are feeling and faring during this time, and highlight different giving strategies that can benefit organizations and donors. 

After listening to the episode, click on the link to the webinar in the Resources section to watch the full recording, including a panel discussion featuring Eddie and Russell as well as Page Bullington, president and general manager of Blackbaud Healthcare Solutions and Blackbaud Foundation Solutions, and Heather Wiley Starankovic, principal consultant at Accordant Philanthropy.

Topics Discussed in This Episode:

  • Four pieces of the frame that holds the nonprofit mosaic together
    • Excellent leadership
    • Appealing mission
    • Dedicated staff
    • Visibility in the community
  • Replacing fear with focus
  • Impact of the COVID-19 pandemic on major and planned gifts
  • Short-term impacts on major and planned giving
  • Questions that donors are asking themselves
  • Types of wealth accumulators
  • Showing support to donors during crisis
  • Transitioning to different giving opportunities
  • Permission marketing
  • Donor-advised fund holders
  • Plan B for planned gifts
  • Charitable gift annuities
  • CARES Act charitable donations

Resources:

Webinar: Raising Major and Planned Gifts in the Current Environment

Tip Sheet: 6 Planned Giving Options to Offer Donors

Tip Sheet: Questions Major Donors Are Asking Themselves Before Making a Gift

Quotes: 

“We are really positioning ourselves not just for today, but for the future.” –Eddie Thompson

“I’ll tell you this, almost everyone has been impacted emotionally.” –Eddie Thompson

“We want people to ask us for more information or more details.” –Russell James

May 28 2020

25mins

Play

Episode 148: Planning a Successful Giving Day

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Giving days are an increasingly important fundraising tool for social good organizations. And while #GivingTuesday may be the most well-known event, there are a variety of ways to hold a giving day, from organization-specific to regional to national or international, each with their own benefits.

In today’s episode, you’ll hear from Amanda Baldwin, Sr. Principal Solutions Engineer at Blackbaud, about how to plan a successful giving day for your organization. Listen in to hear what Amanda has to say about the importance of giving days as a fundraising strategy, the benefits of organizations holding their own giving days, and technologies that organizations should consider for giving day success.

Topics Discussed in This Episode:

  • Why giving days are such an important fundraising strategy
  • Whether organizations with small budgets and staffs can have successful giving days
  • The benefits of organizations holding their own giving days vs. participating in regional, local, or international giving days
  • Key steps that organizations need to keep in mind when organizing giving days
  • The importance of setting and communicating tangible fundraising goals
  • Technologies that organizations should consider when planning giving days

Resources:

Amanda Baldwin

Webinar: How to Hold a Successful Giving Day for Your Nonprofit

Free Giving Day Toolkit

Creating a Giving Tuesday Strategy That's 'Just Right'

Quotes: 

“It is important to remind your audience that fundraising is how you are able to reach those outcomes.”

“You shouldn’t have to apologize for needing to fundraise in order to do all the good work you’re doing in your community and around the world.”

“I think that the more unique you can be, the more you can make yourself stand out, the more likely you won’t have to be concerned about feeling like you’re in competition for donor dollars all on one day with other organizations either in your community or around the world.”

May 21 2020

15mins

Play

Episode 147: Diving into the CARES Act with Independent Sector

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Nonprofits that are impacted by the COVID-19 pandemic may be able to receive help through the CARES Act – the large relief bill that Congress passed in an effort to help individuals and organizations weather the crisis. But it can be difficult to understand all of the ins and outs of such a large and complex piece of legislation.

In today’s episode, Ben Kershaw of Independent Sector joins Blackbaud’s Government Relations Manager Sally Ehrenfried to answer questions about the CARES Act that especially concern nonprofit organizations. Listen in to hear what Ben has to say about how nonprofits can get help, how to think about long-term support, and what aspects of the Paycheck Protection Program nonprofits need to be aware of.

Topics Discussed in This Episode:

  • The aspects of the CARES Act that apply to nonprofits
  • How nonprofits can get help through the CARES Act
  • Whether there’s any thought of long-term support in addition to meeting short-term needs
  • Insight about charitable tax deductions
  • Communicating changes to donors
  • When the 8-week period of the Paycheck Protection Program starts
  • Whether organizations that receive PPP funds can hire temp employees
  • The rules around non-payroll expenses
  • What the process will be around the recent replenishment of funding that Congress has added to the Payroll Protection Program
  • What reforms and changes will come with the next relief package
  • What long-term changes might come from coronavirus responses generally and the CARES Act specifically
  • The importance of speaking up in the nonprofit sector

Resources:

Ben Kershaw

CARES Act Resources from Independent Sector

Blackbaud COVID-19 Resource Center

Blackbaud CARES Act Resource Hub

Quotes: 

“As we turn to other legislation, we’ll be talking about 2 trillion-dollar responses, so it’s just a reminder of how quickly both the public awareness and the policy response to this have grown.”

“We will certainly be advocating to extend this incentive and to expand it, so that it can help incentivize the sort of giving that we need as a nation.”

“The intent of the Paycheck Protection Program is clear. It is not small business or a small non-profit protection program, it’s a paycheck protection program. The intent is to make sure that employees stay on payroll.”

May 14 2020

34mins

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Episode 146: Strategies for Digital Communications That Engage and Inspire

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In the new normal in the wake of the COVID-19 pandemic, what’s the best way for organizations to engage and inspire their audiences? Should they be looking to newer types of media, such as podcasts, to help humanize their organizations and more deeply connect with their supporters, customers, donors, etc.?

Today’s guest is Camille Laurente, co-founder and CEO, of Hueman Group Media. Listen to the interview to hear what she has to say about how to engage audiences through storytelling across multiple digital channels, what powerful and compelling stories look like, and how organizations should be thinking about using podcasting and other types of new media.

Topics Discussed in This Episode:

  • What Hueman Group Media does
  • How organizations can engage their audiences using different types of media during this pandemic and beyond
  • How organizations not on the frontlines of the COVID-19 pandemic can still engage supporters in their ongoing missions
  • Examples of powerful and compelling stories
  • The importance of humanizing content
  • How organizations should think about podcasting and other types of media use in addition to the other things that they’re doing
  • What Camille is working on right now and what impact she’s hoping to have in the social good sector

Resources:

Camille Laurente

Humaen Group Media Podcast Series

Blackbaud University Course: Multimedia Storytelling

Quotes: 

“I think one of the key approaches to this pandemic is really being transparent and really authentic in your messaging.”

“Data is good, and your impact or what you’ve done in the past is good, but don’t forget to humanize your content.”

“I love sharing this because, in the next few weeks, we’re launching a new slate of podcasts on our network.”

May 07 2020

23mins

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Episode 145: Trends in Grantmaking During the COVID-19 Pandemic

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The COVID-19 pandemic has changed the funding landscape in various ways. It’s important that both grantmakers and grantees understand each other’s needs and challenges right now.

In today’s episode, Lauren Steiner, president and founder of Grants Plus, talks with Blackbaud’s Rachel Hutchisson about the current trends she is seeing in grantmaking. Listen in to hear what Lauren has to say about COVID-related funding resources, changes to funding practices and requirements, and how nonprofits should approach conversations with funders.

Topics Discussed in This Episode:

  • General trends in the funding landscape
  • How many funders are changing practices and requirements in response to the current situation
  • The importance of transparency and relationship building
  • Advice for starting conversations with funders
  • Changes in the funding situation that may continue once the crisis has passed
  • The COVID-related funding resources that Lauren has been gathering

Resources:

Lauren Steiner

Grant Plus's Guide to Grant Seeking During the COVID-19 Crisis

COVID-19 Industry Resources for Foundations and Grantmaking Organizations

3 Best Practices for Remote Disaster Grantmaking Response

Chronicle of Philanthropy article: 6 Steps for Grant Makers to Take Now to Ensure Nonprofits Recover From Coronavirus Spread

Quotes: 

“The general consensus was we need to advise organizations to not stop because of what’s going on.”

“One of the trends that I’m seeing – and I am here for it – is that foundations are loosening restrictions.”

“If you haven’t started that kind of frequent connection with your funders, do that now.”

Apr 30 2020

23mins

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Episode 144: Leveraging Personas for Fundraising During COVID-19

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Many things have changed in response to COVID-19, but the missions and purposes of social good organizations remain the same even if their methods must adjust to meet the current situation.

In today’s episode, Melissa Bank Stepno, Director of Analytics Consulting at Blackbaud joins the podcast to talk with Steve MacLaughlin about using personas for fundraising during COVID-19. Listen in to hear what Melissa has to say about the value of continued engagement, what organizations should be focusing on right now, and how personas can help their messaging.

Topics Discussed in This Episode:

  • What Melissa is hearing from organizations right now about fundraising during COVID-19
  • The importance of continued engagement
  • What organizations should focus on right now
  • The importance of data health
  • How organizations can use personas to fine-tune messages for their audiences
  • Examples of personas and how they work
  • How the imagery can match the message
  • How organizations can learn more about personas

Resources:

Melissa Bank Stepno

Blackbaud Institute Report: "Supporters in Sight: A Look at Peer-to-Peer Personas"

Blackbaud Institute Report: "Supporters in Sight: An Introduction to Personas"

Article: Harnessing Big Data to Sustain Peer-to-Peer Revenue Throughout the COVID-19 Pandemic

Quotes: 

“Every nonprofit in the country, in the world, exists for a purpose and for a reason, and those missions are all still valid today.”

“The health of the addresses on your file, the phone numbers on your file, the emails on your file is more critical than ever as we’re thinking about how we can reach people where they are.”

“How can you meet somebody where they are at their point in time in life, and what they’re most interested in?”

Apr 23 2020

24mins

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Episode 143: Getting Ready for #GivingTuesdayNow

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#GivingTuesday is an annual campaign that has taken off far beyond expectations in the years since it was first implemented, reaching an unprecedented global scale. And now the #GivingTuesday organization has created a new day of giving as a response to the COVID-19 pandemic: #GivingTuesdayNow.

Asha Curran, CEO of #GivingTuesday, joins the sgENGAGE Podcast in this episode to talk with Blackbaud’s Rachel Hutchisson about the new #GivingTuesdayNow campaign happening on May 5, 2020. Listen in to hear what Asha has to say about how #GivingTuesdayNow came about, how people are pitching in to help during this crisis, and how to handle messaging and creating campaigns in situations with limited timeframes. 

Topics Discussed in This Episode:

  • The basics of #GivingTuesday and how it’s become an independent organization
  • What prompted Asha to create #GivingTuesdayNow
  • How people are using their unique skills in the COVID-19 crisis
  • How to focus when there isn’t a lot of ramp-up time to create a new fundraising campaign
  • Messaging advice to engage supporters around #GivingTuesdayNow
  • Asha’s goals for #GivingTuesdayNow

Resources:

Asha Curran

#GivingTuesdayNow

#GivingTuesdayNow resources from Blackbaud

Quotes: 

“Last year on Giving Tuesday 2019, over 2 billion dollars was donated just in the 24 hours of Giving Tuesday.”

“Right from the beginning, we saw that people were in search of ideas. They wanted to help.”

“We have a saying in the Giving Tuesday community that there’s no stealing in Giving Tuesday, there’s just joyful replication.”

Apr 16 2020

22mins

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Episode 142: Tips for Virtual Volunteer Programs

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In the midst of COVID-19, virtual volunteerism opportunities are more important than ever. But there have also always been people who want to engage and contribute but who can’t, for various reasons, volunteer in traditional ways. This episode is about understanding and expanding virtual volunteer programs. 

Danielle Holly, CEO of Common Impact, an organization dedicated to skills-based volunteerism, joins the Podcast to share her insights and expertise on how nonprofits and corporations can better work together on virtual volunteer programs. Listen in to hear her talk with Blackbaud’s Rachel Hutchisson on different models for virtual volunteering, how companies can encourage employees to give back in this way, and what nonprofits can do to create more virtual volunteer opportunities. 

Topics Discussed in This Episode:

  • The types of virtual volunteer activities that are available
  • How companies can set employees up for success with virtual volunteer opportunities
  • How to get to know your nonprofit partner quickly in a virtual environment
  • What nonprofits and social good organizations can do to create more virtual volunteer opportunities
  • Standout examples of virtual volunteer programs

Resources:

Danielle Holly

Common Impact's Catalog of Virtual Volunteer Models

Going Virtual - An Alternative Volunteer Event Guide

Quotes: 

“Pro bono and skills-based volunteerism, for the most part, translates very easily into a virtual environment.”

“The encouragement and the modeling of volunteering from mid-level management and from senior management is incredibly important.”

“There are very few projects, initiatives, and challenges that nonprofit leaders face that can’t be supported by service. That can’t be supported by pro bono talent.”

Apr 09 2020

24mins

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Episode 141: Engaging & Retaining New Supporters with a Long-Haul Approach

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Traditionally, arts and cultural organizations start fundraising after someone buys their first ticket. But is that the best approach for long-term success? What if organizations waited and took a more methodical approach?

In today’s episode, Aubrey Bergauer, Executive Director of the Center for Innovative Leadership and VP of Strategic Communications at the San Francisco Conservatory of Music, joins the podcast to talk about developing a long-haul approach to fundraising, being customer-obsessed, and attracting a more diverse audience. You’ll also hear a bonus segment with Aubrey, added after the main interview was originally recorded, in which she discusses how organizations can most effectively operate right now during the COVID-19 crisis. 

Topics Discussed in This Episode:

  • How the San Francisco Conservatory of Music is responding in the face of COVID-19
  • How arts and cultural organizations can effectively communicate with their supporters during these uncertain times
  • Advice for arts and cultural organizations attempting to adapt their operations in the midst of the COVID-19 pandemic
  • The success Aubrey has seen with the long-haul fundraising model she developed for fundraising and patron retention
  • Why organizations should wait to solicit donations
  • How Aubrey is bringing the long-haul model to higher education
  • Examples of the wrong types of metrics organizations often focus on
  • The importance of being customer-obsessed
  • Shaping your organization’s website for first-time visitors instead of your board of directors or long-term donors
  • Making programming more attractive and accessible to a younger audience
  • Attracting more diverse audiences
  • How to achieve a more diverse staff

Resources:

Follow Aubrey Berguaer on Twitter: @AubreyBergauer

Resources to Guide Arts and Cultural Organizations During the COVID-19 Pandemic

Report: Guide to Evaluating your Arts & Cultural Organization's Online Performance

Quotes: 

“I think what’s so important for arts organizations is to really be forward-looking.”

“It’s OK to be human. But we must also be positive, and we must also be looking into the future.”

“The key is to talk to users but to also respond, not justify what we’ve been doing.”

Apr 02 2020

56mins

Play

Episode 140: Tips for Working Remotely Amidst COVID-19

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The spread of COVID-19 has changed the workplace for many people: in many cases, it means that people are working remotely for the first time or working remotely in different ways than they previously did with partners or kids at home. It’s important to have a strategy in place for keeping team members engaged and productive. 

In today’s episode, Tiffany Crumpton, Director of Marketing for Blackbaud Higher Education Solutions talks with Blackbaud change management expert Mike Reardon about the best strategies for successfully maintaining an engaged remote staff. Listen to the episode to hear what Tiffany and Mike have to say about virtually promoting interpersonal communication, maintaining a sense of normalcy during these unprecedented times, and staying engaged while working remotely amidst COVID-19.

Topics Discussed in This Episode:

  • How Tiffany and her team are managing the transition to working at home
  • How to promote interpersonal communication remotely
  • Tips for managers to create collaborative environments for team members
  • Steps that all people can take to stay engaged
  • The importance of maintaining a sense of normalcy
  • Finding ways to help others
  • Tips and tricks for people who are working remotely for the first time or doing it in a new way 

Resources:

Tiffany Crumpton

Article: Take a Shower and Other WFH Tips from Your Social Good Peer

Article: 6 Tips for Managing a Virtual Workforce

Quotes: 

“I maintain it’s important to have that regular – I call it drumbeat – of communication.”

“Humor and grace can help in many scenarios.”

“In times of uncertainty, it also helps to think of people we may be able to help.”

Mar 26 2020

23mins

Play

Episode 139: Going Beyond Succession Planning

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Succession planning is a hot topic, but is it the right topic? Today’s guest believes that organizations should go beyond succession planning and think about intentional pathway planning instead for long-term sustainability.

Miecha Ranea Forbes is the senior vice president of Culture, Inclusion and Strategic Advising at Koya Leadership Partners. Miecha joins host Rachel Hutchisson to share her experience and discuss the difference between succession planning and intentional pathway planning, where organizations should start their intentional pathway planning journey, and how everyone can take ownership of their own development and career pathways.

Topics Discussed in This Episode:

  • Miecha’s role at Koya Leadership Partners and her human resources background
  • The difference between success planning and intentional pathway planning
  • Why and how organizations should start intentional pathway planning 
  • What employees who are aren’t in senior management can do to be a part of the pathway planning process
  • How individual contributors can invest in and develop their careers outside of what the company offers 
  • The importance of mentorship 
  • Acknowledging failure and providing constructive feedback

Resources:

Miecha Ranea Forbes

Article: Why Succession Planning is an Outdated Concept

Article: 4 Free Professional Development Opportunities You Might Not Be Thinking About

Quotes: 

“I think it’s really important to start immediately so that you can actually anticipate the things that could occur.”

“Every role within the organization is essential to making the organization run and run well, but there are some roles that are more critical, particularly from a decision-making perspective.”

“You have to take ownership for your own success, for your development, for your pathway.”

Mar 19 2020

25mins

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Episode 138: Incorporating CSR Into Sourcing and Procurement

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Corporate social responsibility and responsible business are now seen as integral to successful business operations. But have you thought about involving the sourcing and procurement processes in creating social impact?  

Today’s guest is Paul Polizzotto, founder and CEO of Givewith, who has had a 30-career of dedicating himself to the idea that businesses can prioritize social impact and deliver a sustainable funding source for nonprofits while distinguishing themselves from the competition. Paul talked to host Rachel Hutchisson about  connecting people with their jobs and communities through purposeful business practices.

Listen to the interview to hear what Paul has to say about how he started Givewith, what companies can do to align their sourcing with their social impact programs, and how nonprofits can take advantage of the solutions and movement that Paul is helping to create.  

Topics Discussed in This Episode: 

  • Paul’s background as a social entrepreneur
  • Finding new sources of funding for CSR initiatives
  • Advice for companies looking to align sourcing and their social impact
  • How nonprofits can benefit from this funding stream
  • Examples of a successful business-nonprofit partnership that benefitted from creating social impact through the sourcing process
  • How the lines between business and nonprofit are blurring

Resources: 

Paul Polizzotto

Givewith

Article: 4 Core Attributes of Authentic Corporate Citizenship 

Quotes:  

“In my view, awareness is overrated. Action is never overrated. And awareness without action is a missed opportunity.” 

“I think there’s an opportunity to integrate social impact in sourcing and procurement that addresses a number of other business issues.” 

“The nonprofits start to really understand that their social impacts that they’re carrying out actually have business value that they didn’t understand.” 

Mar 12 2020

29mins

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Episode 137: Insights from the 2019 Charitable Giving Report

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What was the state of charitable giving last year? Now is the time to find out so you can benchmark your organization and boost your fundraising performance in 2020.

In a bit of a reversal this episode, host Steve McLaughlin is today’s guest. Steve sat down with Erin Duff from the Blackbaud Institute to talk about Blackbaud’s 2019 Charitable Giving Report, which tracks over $36 billion in U.S-based charitable giving from the Blackbaud Institute Index. Listen to the interview to hear Steve explain why it’s important to consider three-year trends, what the overall giving and online giving numbers mean for nonprofit strategy, and what the most important practice is for social good organizations to focus on in 2020.

Topics Discussed in This Episode:

  • Why knowing the giving trends each year matters to the social good sector
  • How to use the data from the Charitable Giving Report
  • How philanthropy has weathered recent changes in variables that affect giving
  • The importance of measuring 3-year trends
  • Insights on online giving trends and strategies
  • Average gift amounts by subsector
  • How organizations should interpret and respond to retention rate figures
  • Why it’s important to keep an eye on global giving
  • The single most important practice for social good organizations to focus on 

Resources:

2019 Charitable Giving Report

Blackbaud Institute

Quotes: 

“This year, we’re not only showing year over year results, but we’re taking those thousands of organizations and those tens of billions of dollars in giving, and looking at it over a 3-year period of time.”

“In 2019, overall giving was up 1% on a year over year basis, but up over 5% on a 3-year trend basis.”

“Online giving continues to be less than 10% of overall fundraising, although we’re starting to see those numbers shift.”

Mar 05 2020

28mins

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Episode 136: Implementing Sustainable Change in Your Institution

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Change comes in many different forms, whether it’s a new technology initiative, a new stakeholder or student engagement approach, change in leadership, crisis resolution, etc. So, what are the steps that institutions can take to implement sustainable change and realize the vision they’re trying to create through any transformation? 

Today’s guest, Drumm McNaughton, CEO of The Change Leader, Inc. talks with Blackbaud change management expert Michael Reardon about the best strategies for getting stakeholders involved in change efforts at higher education institutions and other social good organizations. Listen in to hear them discuss common types of institutional change, how to keep up momentum through change efforts, and how to maintain engaged users once a change has been implemented. 

Topics Discussed in This Episode:

  • The basic steps to implementing sustainable change
  • The differences between incremental, transformational and revolutionary change
  • How to get stakeholders involved in change efforts
  • The different kinds of people required in a change effort
  • What’s required from leadership during a change effort
  • Change management as a psychological process
  • Maintaining engaged users once a change is implemented
  • Best practices for engaging remote stakeholders
  • Pitfalls to avoid 

Resources:

Drumm McNaughton

Webinar: Proven Change Management Practices for High-Performing Institutions

Webinar: Digital Transformation: Getting Your Institution on Board

Tip Sheet: Six Steps for Implementing New Technology at Your Higher Education Institution

Quotes: 

“We do something that we call the stakeholder input and attunement process.”

“We call skeptics our best friend.”

“Change management, however you call it, frankly it’s a psychological process, because you’re working with people and their mental models.”

Feb 27 2020

22mins

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Episode 135: Accountable Impact: A Model for Sustainable Mission Growth

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Decision-making around directing philanthropic giving is an increasingly data-driven exercise. So, it’s more important than ever for social good organizations looking to attract investment to be able to quantify and communicate their defined outcomes and ability to efficiently and effectively achieve them. This is accountable impact.

Today’s episode features an excerpt of a panel session at bbcon 2019 with John Cashman, Senior Principal Account Executive and Tony Boor, Chief Financial Officer at Blackbaud, Paul Preziotti, Principal at Johnson Lambert LLP and Traci Drake, Chief Philanthropy Executive at Fred Hutchinson Cancer Research Center. Listen in get an inside look at the 2019 Blackbaud Accountable Impact Study and to hear these experts discuss challenges and best practices around adopting a culture of accountable impact to drive support for your mission.

Topics Discussed in This Episode:

  • Background on Blackbaud’s 2019 Accountable Impact Study
  • Why the sub-competencies covered in this study were chosen
  • Finance benchmark competencies
  • Funding transparency
  • Promoting success from a financial perspective
  • Communication between the finance function and non-financial managers
  • Why so many nonprofits and social good organizations don’t feel enabled when it comes to technology
  • The interconnectivity of people, processes, and technology
  • Working with donors to fund capacity building needs

Resources:

Quotes: 

“The healthier an organization is in terms of vendor and credit management, the higher their overall competencies.” – John Cashman

“Most of the individuals who are making the key decisions don’t have a financial background. Your role in finance is to provide that link, from the accounting information.” –Paul Preziotti

“Technology is not a silver bullet. If you don’t have properly trained people, and you don’t have good processes, technology’s not going to solve it.” –Tony Boor

Feb 20 2020

18mins

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iTunes Ratings

65 Ratings
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Informative and engaging

By L3415 - Sep 13 2019
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Informative and engaging materials/conversations for non profits.

Good podcast

By sarah1344 - Mar 25 2019
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Great content, I always come away from listening to it with takeaways