By DonorDock.com
The podcast currently has 39 episodes available.
In this episode of Beyond the Donation, guest host Val Kleppen speaks with Sandy Rees, founder of Get Fully Funded, who shares her 20 years of expertise in helping small nonprofits achieve significant fundraising results.
Sandy discusses the importance of starting with close networks for donor engagement, setting realistic goals, and using personal relationships to foster trust. She emphasizes the value of good donor management tools and strategic planning.
Sandy also addresses common misconceptions in fundraising and the importance of sustaining long-term donor relationships through consistent communication. Listeners will gain practical tips on building and maintaining donor portfolios, leveraging peer-to-peer campaigns, and optimizing fundraising efforts with limited resources.
00:00 Introduction to Beyond the Donation Podcast
00:28 Meet Sandy Rees: Founder of Get Fully Funded
03:13 Strategies for Finding Initial Donors
12:57 Engaging and Retaining Donors
15:33 Essential Tools for Nonprofit Fundraising
17:04 Actionable Tips for New Nonprofits
19:42 Staying Motivated in Fundraising
22:36 Success Stories and Final Thoughts
25:38 Conclusion and Contact Information
To Connect with Sandy and Get Fully Funded:
Website | Fundraising Community
To Connect with Beyond the Donation Podcast:
BTD Podcast | DonorDock
LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by peer-to-peer fundraising expert Lou Adducci. Lou shares his journey from a theater background to nonprofit arts and ultimately becoming a peer-to-peer fundraising consultant.
Their discussion covers the basics of peer-to-peer fundraising: what it is, why it matters, and the significant impact it can have on nonprofits.
Lou offers practical steps and tools for getting started with peer-to-peer fundraising, discusses key metrics to track, and addresses common challenges.
This episode offers valuable advice for nonprofit leaders looking to explore or grow their peer-to-peer fundraising efforts!
00:00 Introduction to Beyond the Donation
00:29 Meet Lou Adducci: Peer-to-Peer Fundraising Expert
03:18 Understanding Peer-to-Peer Fundraising
04:10 Types of Peer-to-Peer Fundraising Campaigns
09:09 Success Stories in Peer-to-Peer Fundraising
11:50 Getting Started with Peer-to-Peer Fundraising
14:07 Tools and Metrics for Effective Fundraising
17:38 Challenges and Solutions in Peer-to-Peer Fundraising
22:32 Trends and the Future of Peer-to-Peer Fundraising
24:47 Final Thoughts and Contact Information
To Connect with Lou:
LinkedIn | Website
To Connect with Beyond the Donation Podcast:
BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Katy Calloway and Daniel Stern, co-founders of Calloway Stern Group. Katy and Daniel discuss their background in the nonprofit sector, particularly their efforts to help small to medium-sized nonprofits with fundraising and development.
They emphasize the importance of 'trusting the process' in nonprofit growth, highlighting the critical role of programming, funding education, and board governance. The conversation also covers pivoting in nonprofit missions, the benefits of fiscal sponsorships, and the nuanced process of executive searches focused on cultural fit.
The episode concludes with key advice for nonprofit leaders about persistence and patience in their efforts.
00:00 Introduction to Beyond the Donation
00:25 Meet the Guests: Katy Calloway and Daniel Stern
01:11 Trusting the Process in Nonprofit Growth
02:57 Starting a New Nonprofit: Key Considerations
05:49 Fiscal Sponsorship Explained
12:56 Challenges in Nonprofit Growth
“You start with your mission statement, and you realize what you are actually good at and where the real need is, is actually different. In the first 5 years of a nonprofit’s life, for them to change their mission statement is not unheard of.
Your mission statement doesn’t need to be relevant for the next 15 years because community needs change.” -Katy Calloway
19:19 Executive Searches for Nonprofits
22:15 Fostering a Culture of Trust and Patience
25:12 Final Thoughts and Advice for Nonprofit Leaders
27:50 Conclusion and Farewell
To Connect with Katy and Daniel:
Katy’s LinkedIn
Daniel’s LinkedIn
Website
To Connect with Beyond the Donation Podcast:
BTD
Podcast
DonorDock LinkedIn
Matt LinkedIn
In this episode of Beyond the Donation, guest host Val interviews Carly Euler, a marketing manager at MemoryFox. Carly shares her extensive experience in nonprofit fundraising, marketing, and communications.
The discussion centers on the importance of storytelling in the nonprofit sector, the ethical considerations involved, and practical tips for capturing and using stories to enhance donor relationships and fundraising efforts.
Carly emphasizes building a culture of storytelling and using digital media effectively to share impactful and authentic narratives.
00:00 Introduction to Beyond the Donation
00:35 Meet Carly Euler from MemoryFox
02:14 The Power of Storytelling in Nonprofits\
08:03 Building a Culture of Storytelling
10:12 Ethical Storytelling Practices
19:17 The Role of Digital Media in Storytelling
22:53 Case Study: Wreaths Across America
25:44 Final Thoughts and Contact Information
To Connect with Carly:
Website
| LinkedIn
| Carly’s
TikTok
To Connect with Beyond the Donation Podcast:
BTD
Podcast | DonorDock
LinkedIn | Matt
LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio interviews Tasha Van Vlack, the founder of the Nonprofit Hive, a platform designed to connect nonprofit professionals for advice and collaboration. Tasha discusses the rapid growth of the platform and the importance of addressing feelings of loneliness and isolation within the nonprofit sector. The conversation dives into the advantages of digital and remote connections, the impact of avoiding competitive mindsets, and the value of one-on-one curated matches. Tasha also shares insights on the future directions for the Nonprofit Hive and offers advice for nonprofit professionals on managing overwhelm and utilizing their networks for support.
00:00 Introduction to Beyond the Donation
00:25 Meet Tasha Van Vlack and the Nonprofit Hive
00:39 The Origin and Growth of Nonprofit Hive
03:15 Challenges and Solutions in the Nonprofit Sector
04:36 Mechanics of the Nonprofit Hive
06:11 Overcoming Competition and Fostering Collaboration
09:04 Advantages of Digital and Remote Communities
16:26 Future Directions for Nonprofit Hive
18:44 Advice for Nonprofit Professionals
21:38 How to Connect with Nonprofit Hive
23:14 Conclusion and Final Thoughts
To Connect with Tasha:
The Nonprofit Hive
Tasha’s LinkedIn
The Nonprofit Hive LinkedIn
To Connect with Beyond the Donation Podcast:
BTD Podcast | DonorDock
LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, hosted by Matt Bitzegaio, the conversation dives deep into the intersection of technology and human elements within nonprofit organizations.
Special guest Tim Lockie, founder of The Human Stack, shares his extensive experience in the nonprofit sector and discusses the importance of focusing not just on tech stacks, but on building human stacks to solve technological problems.
They explore common challenges nonprofits face with technology implementation, the significance of organizational culture, and the real human costs involved in tech adoption. Tim also highlights key trends in nonprofit tech, including community-centered initiatives, and the role of AI.
This episode provides strategic insights and practical advice for nonprofit leaders looking to enhance their tech capabilities while keeping a human-centered approach.
They’ll also discuss what to consider when shopping for tech, and the sales red flags to avoid!
00:00 Introduction to Beyond the Donation
00:29 Meet Tim Lockie and The Human Stack
02:27 Identifying Technology Needs in Nonprofits
05:01 The Concept of the Human Stack
08:17 Navigating Technology Implementation Challenges
11:32 Evaluating and Selecting the Right Tools
21:23 Red Flags in the Sales Process
30:46 Exciting Trends in Nonprofit Technology
33:02 Final Thoughts and Advice for Nonprofit Leaders
34:41 Conclusion and Where to Find More Information
To Connect with Tim Lockie:
LinkedIn
| Website
| What
the Tech Series
To Connect with Beyond the Donation Podcast:
BTD Podcast |
DonorDock LinkedIn |
Matt LinkedIn
In this episode of Beyond the Donation, Matt welcomes Madeline McCoy from The Nonprofit Solution, who shares her journey into the nonprofit sector and discusses the importance of clarity, audience understanding, and donor stewardship in fundraising.
Madeline offers practical advice for nonprofits on identifying their audience, crafting impactful messages, and the necessity of diversifying donation acceptance methods. Plus, she emphasizes the importance of setting achievable fundraising goals and staying true to your mission for success.
00:00 Welcome to Beyond the Donation
00:27 Meet Madeline McCoy: A Journey into Nonprofit Success
03:04 Laying the Foundation: Essential Elements of Fundraising
“The foundation of a successful fundraising plan is clarity. Being able to clearly articulate your mission, your vision, your audience, your goals, and your specific asks. It's essential for inspiring your donors and then aligning your fundraising activities
to that.”
05:21 Understanding Your Audience: The Key to Effective Fundraising
07:48 Crafting Impactful Messages Without a Track Record
10:14 Building Strong Donor Relationships from the Start
“Nurturing relationships with donors isn't just a part of fundraising, it is essential to fundraising. It's the heart of it.”
13:57 Embracing Diverse Donation Platforms for Nonprofit Survival
17:37 Goal Setting for New Nonprofits: A Strategic Approach
20:59 Madeline's Top Advice for New Nonprofit Leaders
22:06 Connecting with Madeline McCoy and Closing Thoughts
“If I had one piece of advice, it would be to stay connected to your mission in every aspect of your fundraising plan. Because your mission is not just your why, it’s your most important and powerful tool for engagement, storytelling, and success.”
To Connect with Madeline McCoy:
Website
LinkedIn
To Connect with Beyond the Donation Podcast:
BTD
Podcast |
DonorDock LinkedIn |
In this episode of Beyond the Donation, host Matt Bitzegaio talks with Noah Barnett about the power of marketing in the nonprofit world.
Noah shares his journey from being intrigued by the influence of marketing on consumer behavior to applying marketing strategies for mission-driven goals. He outlines the development of the 'Good Marketing Framework,' a tool designed to enhance marketing campaigns
by focusing on understanding the target audience, cultivating connections, activating action, and learning from outcomes.
Noah emphasizes the importance of viewing marketing as a crucial component of mission success and challenges the idea that marketing is merely overhead in nonprofits.
The conversation includes insights on donor retention, acquisition, and the strategic role of marketing in driving growth and engagement within nonprofit organizations.
00:00 Welcome to Beyond the Donation
00:27 Introducing Noah Barnett: A Journey from Curiosity to Marketing Mastery
04:34 The Power of Nonprofit Marketing: Perspectives and Challenges
14:50 Redefining Marketing Strategy: The Good Marketing Framework
The four steps in the framework:
22:06 Goal Mapping and Audience Understanding: A Dual Approach
23:50 The Power of Context and Intent in Marketing
27:05 The Efficiency of Intention-Driven Marketing
29:47 Embracing Data-Driven Marketing for Nonprofits
33:04 The Importance of Experimentation in Marketing
35:44 Advice for Nonprofit Leaders on Embracing Marketing
39:44 Connecting with the Community Beyond Donations
To Connect with Noah Barnett:
Together4
The Good Marketing
Framework with Feathr
To Connect with Beyond the Donation Podcast:
BTD
Podcast | DonorDock
LinkedIn | Matt
LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio chats with Emily Taylor of teenyBIG, who specializes in helping nonprofits navigate through significant decisions and strategic growth. Emily discusses the importance of recognizing and addressing pivotal moments for nonprofits and shares her insights on decision-making, the impacts of such decisions on organizational growth, and strategies for moving forward confidently.
She highlights the critical distinction between small and large decisions and offers a three-step process to help leaders tackle major choices. Emily's approach focuses on understanding the fears and barriers to decision-making, engaging with stakeholders,
and crafting a detailed plan.
The conversation also touches on the risks of overreliance on key individuals within organizations and advises on mitigating these issues. Emily's recommendations emphasize the importance of identity and brand for nonprofits in decision-making.
00:00 Introduction to Beyond the Donation
00:28 Meet Emily Taylor: Guiding Nonprofits Through Growth
00:46 The Art of Decision-Making in Nonprofit Leadership
02:13 Navigating Big Decisions with Strategic Insights
07:56 Overcoming Decision Quicksand: Strategies for Nonprofits
09:13 Empowering Nonprofit Leaders: Steps to Effective Decision Making
12:19 Addressing Over-Reliance on Key Individuals in Nonprofits
18:22 Final Advice and How to Connect with Emily Taylor
To Connect with Emily Taylor:
LinkedIn
|
Website
To Connect with Beyond the Donation Podcast:
BTD
Podcast |
DonorDock LinkedIn |
Matt LinkedIn
In this episode of Beyond the Donation, managing partner Ken Cerini of accounting firm Cerini and Associates discusses strategies for better fiscal management and the roles of board members in a strong nonprofit.
Ken stresses the importance of implementing effective financial controls, maintaining open communication between board members and management, and conducting regular board meetings. He also emphasizes the significance of accurate budgeting based on monthly variations rather than a divided annual budget.
Ken provides insights on potential minor tax exemptions and the risk of nonprofits losing their tax exemption status if not careful. He further explains the nuances and implications of the 501 (c)(3) tax exemption. Additionally, he shares advice to smaller
organizations on attracting board members and adapting to changing technology trends for more effective accounting and record keeping.
00:00 Introduction
00:52 Ken Cerini Introduction
01:38 The Importance of Creativity and Imagination in Accounting
03:28 Breaking Down Nonprofit Taxes
07:04 How to Keep your 501(c)(3) status
09:50 The Role of Reporting in Nonprofits
12:40 Understanding the Relationship Between Board Members and Budgeting
“That budget is a super important tool, probably one of the most important control tools with respect to the fiscal operations of the organization.”
15:55 The Importance of Using a Monthly Budget vs. an Annual Budget
16:43 Building a Collaborative Relationship Between the Board and Management
20:30 How to Attract Board Members
22:31 The Impact of Technology on Nonprofit Accounting
26:21 Conclusion and Contact Information
Free Resources:
To Connect with Ken Cerini:
Website
| [email protected] | 631-582-1600 ex 203
To Connect with Beyond the Donation Podcast:
BTD
Podcast | DonorDock
LinkedIn | Matt
LinkedIn
The podcast currently has 39 episodes available.