Donor segmentation is a proven tool for communicating effectively with our audiences. Join co-hosts Mark Beenken & Kristi Ackley as they explore how to apply that tool to communications for legacy donors with guest, Steve Boland. Steve is a nonprofit veteran with over twenty-five years of experience helping charities grow with new ideas in fundraising and communications and is the Managing Partner of Next in Nonprofits. He'll share insights on why and how to segment your communications to capture the attention of potential legacy donors. Steve also shares some great tips for cultivating those individuals to also help with opening doors to other legacy donors! This is an episode you won't want to miss! 

This episode is in honor of the month dedicated to bringing awareness to the environment, with Earth Day on April 22, 2021. Join hosts Marie Ruzek and Mark Beenken as they visit with Sherrie Beal from The Nature Conservancy about the "Why? How? Should we? When?" and other best practices when it comes to your nonprofit accepting gifts of real estate.

Listen to a real conversation with co-hosts Carl Newbanks and Marie Ruzek about diversity, equity and inclusion, specifically in Greater Minnesota. Liz Cheney, Director of Philanthropy from Southwest Initiative Foundation, located in Hutchinson, MN, shares a recent experience leaning into an equity conversation with a donor. These conversations are imperative to our organizations’ missions, for our neighbors, each other and a more just world where each person feels a sense of belonging. They will be uplifting, bumpy, draining, and are not optional. If this was useful, please share it with your network.

Additional resources:

To increase your own understanding and competency:

Bridging_Differences_Playbook-Final.pdf (berkeley.edu)

For taking action on board diversity:

5-Questions-for-board-diversity-2.pdf (boardsource.org)

75% of all nonprofit professionals are women and yet only 45% of nonprofit CEOs/Executive Directors are women! How is this possible? Join co-hosts Mark Beenken and Kristi Ackley as we honor Women’s History Month with an exploratory look at one colleague’s experience as a woman in the field of philanthropy. Our guest, Katrina Pierson, CFRE will share some of her personal story, provide insight on how we can support more women in this field and leave us with practical tips to shift our work culture to one that is more welcoming for all individuals. Katrina is the owner of Katrina Lynn, LLC, where she helps NGOs and wholehearted businesses bring their story to life.

Join co-hosts Ali Schneider and Kristi Ackley as they talk with Dana Holt about the recently rebranded Minnesota Gift Planning Association (MPGA). Dana serves as the board chair, leading the organization through a pandemic, first ever virtual conference and a huge marketing effort to rebrand. In addition to serving as our fearless leader, she works with nonprofits through her firm, Holt Consulting, as a charitable gift planning educator, coach and speaker. In this episode our listeners will learn more about all that MGPA does, how it benefits its members and the professional community and plans for 2021!

Show Notes:

Ways to get involved:

Learn more about MGPA: https://mngpa.org/

Schedule a strategy session with Dana: https://holtplannedgiving.com/

Join co-hosts Carl Newbanks and Marie Ruzek, CAP®, in a conversation with guest, Kashi Yoshikawa, CFA®, as they discuss what’s ahead for the year with regard to the economy and opportunities for charitable planning discussions. For example, do the high stock valuations of certain tech stocks and the very low interest rates provide fodder for asset-based charitable donations? More than ever before High-Net Worth individuals and nonprofits are implementing social investing; including ESG (environmental, social, and governance) factors into their decisions. What do you need to know to be conversant?

Join co-hosts Mark Beenken and Kristi Ackley with their guest, Brenda Moore, as they discuss three areas of plan execution that will determine our success in 2021. Last month Brenda shared with our listeners some time-tested tips on how to start their year out right by putting together a solid plan. In this episode, she'll share insight on how to execute those plans to grow your legacy portfolio. Brenda is President at Brenda Moore & Associates, LLC, where she works primarily with faith-based organizations to meet their fundraising goals.

Join co-hosts Kristi Ackley and Mark Beenken as they talk with Rebecca Stibbe about how even the smallest of nonprofits can benefit from complicated gifts when they partner with their local community foundation or similar organization. Becky is Director of Philanthropic Services at Saint Paul & Minnesota Foundation, where she works with individuals and organizations to help them develop and fulfill their philanthropic visions. Becky is looking forward to sharing with our listeners the many ways her foundation, and many others across the state, partner with nonprofits and donors to ensure gifts like charitable gift annuities, charitable trusts, land, or many other non-cash assets can still benefit the charity of choice even if they don't have the in-house expertise.