Beyond The Donation

What better way to start the year than with our own "Best Of" episode, featuring the best guests and advice from 2023!

Enjoy this great recap of our first 22 episodes. Featured guests: 

Episode 2- Anna Larson 

Episode 3- John Fisher

Episode 6- Rachel Cardwell

Episode 7-Patrick Kirby

Episode 8- Maddie Craig

Episode 10- Rob Burke

Episode 12- Sami Bedell-Mulhern

Episode 13- Steve Johns

Episode 16- Austin Hattox

Episode 18- Briana Ruloma

To Connect with Beyond the Donation Podcast:  

BTD Podcast  DonorDock LinkedIn  Matt LinkedIn  

What better way to close out the calendar year than with a special, insider-edition episode of our Beyond The Donation podcast? DonorDock co-founders, Matt Bitzegaio and Andrew Lutgen, sat in the hotseat for this episode while Val Kleppen filled in as guest-host. Val tried to get to the nitty-gritty of the history (and future) of DonorDock from the perspective of the very people who got it off the ground. Listen in to this personable, from-the-heart conversation with Matt and Andrew, and comment to share what you learned from this episode that you didn't know before! 

To Connect with Beyond the Donation Podcast:  

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Our Guest: Julie Boll, Founder of Julie Boll Consulting 

About Julie: Julie is a licensed facilitator with Dare to Lead and has been in the nonprofit sector for over two decades. She built her career as a grant professional, and eventually started her consulting company in an effort to partner with NPOs to spot them in grant work. This led to her digging deeper in assisting nonprofits with capturing their vision and pursuing the Dare to Lead path. 

[5:00] The importance of vulnerability in leadership development  

[6:37] “We call it courage building, so when I have a tagline, it’s ‘Helping people live and lead more courageously.’ So that means being okay with vulnerability, recognizing your shame triggers, knowing what your values are, and knowing when they’ve been compromised.” - Julie Boll 

[7:26] Building a healthy culture  

[10:18] Organizational values 

[14:11] The process and inclusion of defining values 

[18:24] Value-Based decision making (for leaders, especially)  

[24:18] Courage to influence positive change  

[26:00] Parting advice for leaders  

More About Julie:  

LinkedIn        |         Website 

To Connect with Beyond the Donation Podcast:  

BTD Podcast  DonorDock LinkedIn  Matt LinkedIn  

Our Guest: Chris Barlow, Founder of Beeline (Marketing for Nonprofits)  

About Chris: Chris started Beeline in 2015 and is happy to have found his niche in the marketing world of nonprofits. He knew he wanted his work to be impactful, and after helping one nonprofit, the snowball effect of helping others led him to where he is today. 

[2:40] Google Ad Grants defined  

[5:20] Relevance of keywords  

[7:25] Common challenges NPOs face in Google Ads   

[11:15] Overcoming Google Ad Grant challenges 

“If you’re offering people something they’re looking for, and it gives them a reason to subscribe, now they’re suddenly on your email list and you can start building a relationship with them, doing that donor nurturing.” - Chris Barlow (13:57) 

[15:44] How Beeline helps nonprofits improve web traffic   

[19:40] Digital marketing & Google Ad Grants  

[23:08] Creative success story 

More About Chris: 

LinkedIn        |         Website 

To Connect with Beyond the Donation Podcast: 

BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Kelsey Buell, Founder, You Flourish Company 

About Kelsey: From a career in recruiting to one in nonprofits, Kelsey found her niche in coaching people in connecting, reflecting, and prospering in life and business. She founded You Flourish Company to help individuals and corporate teams do just that. 

[2:00] Defining burnout, how it differs from stress  

[4:35] “I think the moment we start noticing our behavior is changing a little bit, that might be a sign we’re on this track to burnout.” - Kelsey Buell

[5:26] Difference between burnout and depression   

[6:18] 4 Pillars of Burnout 

[7:05] Common threads of burnout in nonprofit space  

[9:30] SW, SW, SW, SW, Next - Formula 

[11:40] Creating a healthy, fulfilling work life  

[15:20] What to do if you reach the point of burnout   

[17:48] The effect(s) of Covid on burnout in work  

[21:42] Goal segmentation importance in preventing burnout   

[22:50] Resources  

FREE GUIDE - Top 10 Ways to Prevent Burnout 

Burnout: The Secret to Unlocking the Stress Cycle 

Essentialism 

Women's Goal Setting Summit - January 12th 2024 

More About Kelsey: 

LinkedIn        |         Website 

To Connect with Beyond the Donation Podcast: 

BTD Podcast    DonorDock LinkedIn   Matt LinkedIn

Our Guest: Brianna Ruloma, Community Boost 

About Brianna: Passionate about making connections with other people, Brianna has been involved in nonprofit work most of her life. Ending up in marketing came as a surprise but has been a role she has embraced and grown in, enthusiastically helping NPOs using the accelerator program.  

[2:40] Community Boost event involvement 

[3:25] Accelerator Program  

[5:00] Biggest hurdles in nonprofit marketing strategies 

[7:27] "MUST” low hanging fruit for NPOs to utilize 

[8:50] Google Ad Grants 

[12:00] Measuring Marketing ROI 

[14:16] Data Tools & A/B Testing  

[16:02] Supporter Journey Map 

[19:25] Encouragement for you! 

More About Brianna: 

LinkedIn        |         PDF: 1 Person Marketing 

To Connect with Beyond the Donation Podcast: 

BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Ryan Goodman, Entrepreneur/Philanthropist/Investor 

About Ryan: Ryan is an accomplished businessman, active serving on various boards and involved in the philanthropic space. He considers himself a “serial entrepreneur”, with a wide range of business and investing experience. Outside of his career involvement, he serves on various boards, volunteers, and invests his time in his community. 

[4:00] Why Ryan believes in DonorDock  

[6:29] Focus in an organization from a board member’s perspective  

[9:30] How board members can increase an organization’s impact 

[12:00] Be and stay informed 

[13:35] “When you’re signing up to be on a board, you’re a part of that leadership team. You have a responsibility to be able to represent that organization well.”  - Ryan Goodman

[13:50] When Executive Directors Transition  

[16:02] Donor Advised Funds  

[20:28] Endowment Funds 

[24:00] Ryan’s advice for engaging with organizations  

More About Ryan: 

LinkedIn   

To Connect with Beyond the Donation Podcast: 

BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Austin Hattox, Pixel Lighthouse founder

About Austin: Through his company, Austin helps nonprofits create maximum impact with their website. Handling design, messaging, and programming, they help nonprofits put their websites to use for community engagement and implement their impact strategy. 

[2:13] Challenges NPOs face in website messaging 

[4:10] Process of determining best site strategy for a nonprofit  

[5:58] Website Visibility vs. Social Presence Visibility  

[7:15] Austin’s journey from for-profit to nonprofit work 

[8:25] Retargeting practice 

[9:05] Priorities of NPO website work  

[10:25] AI use for nonprofit ideation (& emojis!)  

[11:35] Tips or best practices for organization story communication 

[14:03] For-profit and nonprofit differences 

[16:10] Pixel Lighthouse standard working partnerships 

[17:05] Value for nonprofits to deploy an engaging website 

[18:20] Package or Custom approach to website development 

[20:00] Tips for website improvement you can implement today 

More About Austin: 

LinkedIn          Pixel Lighthouse             Mistakes Guide 

To Connect with Beyond the Donation Podcast: 

BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Pat Duffy, Co-Founder of The Giving Block 

About Pat: Pat’s background wound around an unconventional path to get him where he is today, co-founder of The Giving Block and working heavily with cryptocurrency. The Giving Block sets up nonprofits to take non-cash (cryptocurrency) donations in real time. They also help NPOs actively fundraise in a cryptocurrency market. 

(2:08) Introduction to/about cryptocurrency 

(4:19) Differentiating between types of cryptocurrencies 

(6:00) Navigating volatility (“The volatility fear, is – to nonprofits – an illusion.” - Pat Duffy) 

(8:54) The Giving Block process summed up 

(10:45 Security aspect of cryptocurrency donations 

“If you’re willing to accept dollars, you’re willing to accept a lot more risk than accepting something like Bitcoin.” - Pat Duffy (14:35) 

[14:50] The value in NPOs receiving cryptocurrency donations (The average gift size for cryptocurrency donations is $6,500.)

[18:00] Noncash donations other than cryptocurrency 

[22:30] How The Giving Block is Insulating nonprofits from complexity of noncash donation receiving  

[25:55] Pricing models 

More About Pat: 

LinkedIn                The Giving Block Website 

To Connect with Beyond the Donation Podcast: 

BTD Podcast DonorDock LinkedIn Matt LinkedIn

Our Guest: Julie Peterson Klein, Chief of Staff, EVP, Chief Culture Officer of Bell Bank

About Pay It Forward: Julie has been at Bell Bank for 24 years and shares her favorite part of her job is coordinating the PIF program. The PIF program started in 2008 and continues to this day. Each year, full-time employees are given $1,000 and part-time employees are given $500 to donate to a cause or nonprofit organization(s) of their choice. Bell has 2,000 employees in over 18 states who participate in
this program.

(1:15) Introduction to and explanation of the Pay It Forward program
(2:45) Leadership and employee commitment to the program

“This year [2023] we’re celebrating 15 years and over $26,000,000 in giving.” – Julie Peterson Klein

(3:25) How the program came into existence at Bell
(5:18) Is there a favorite PIF story?
(7:18) Does employee growth translate to enthusiasm growth?

“It’s really purpose over paycheck. People want to come to work, come to a company, where they have a purpose and this Pay it Forward program has completely helped us with that.” – Julie Peterson Klein

[10:50] Advice for nonprofits finding/vetting board members
[13:35] Building relationships with corporate sponsors

More About Julie:
LinkedIn Pay It Forward

To Connect with Beyond the Donation Podcast:
BTD Podcast        DonorDock LinkedIn         Matt LinkedIn