Connected Philanthropy

Introducing "Work Smarter, Not Harder" a collaborative content series to help you better serve your mission, and yourself featuring guest host Rachel Myers.

Rachel Myers, Founder

Rachel has over 23 years of experience working on all sides of philanthropy. She served for 12 years as an Executive Director for two nonprofit organizations and has worked for the past 9 years on the funder side at her local community foundation. Along the way, she's also served as a trustee for 11 years for her local public library board. The experience of working both as a staff member, and as a volunteer board member has provided her with unique insights on how boards and staff can effectively work together to make more good things happen.

As a consultant and collaborator, she offers expertise in strategic assessment, board training, communications strategy, fund development, planned giving, meeting facilitation and more.

Topics:

1. Leveraging Tech
2. Prioritization
3. Great Meetings
4. Time Management
5. Getting Work Done

Links:

• Compass: Connect with other members of the philanthropic community at Community.foundant.com
• Webinars: register here
• Social: Follow Foundant Technologies on Facebook, Linkedin, Twitter, and Instagram
• Website: Foundant.com

Tools Mentioned:

• Loom

In this Coffee Talk, we hear from Community Foundations across North America on what they are doing to increase year-end donations.

Topics:

1. Events
2. Using the Grants Catalogue in CommunitySuite
3. Year-end initiatives and communications

Connect with other members of the philanthropic community at Community.foundant.com

Learn how to build a cybersecurity plan that will keep you and your organization protected.

Lynn Soeths, Manager of Security Services | Highpoint Networks

Lynn oversees cyber and physical security teams located in North Dakota, South Dakota and Colorado but spans the US in the scope of her work. Lynn also enjoys project management and pre-sales engagements.

Links: 

● CIS Controls links: https://www.cisecurity.org/controls/cis-controls-list

● Twitter: https://twitter.com/mhdspud

● LinkedIn: https://www.linkedin.com/in/lynn-soeth-543997bb/

Want to see additional resources? Visit resources.foundant.com

Connect with other members of the philanthropic community at Community.foundant.com

Learn how thoughtful questions can help you attract and retain donors of every capacity (small to major).

Chris Barlow, Founder and Customer Happiness Director | Beeline

Chris likes multiplication - what does that mean?

He is grateful to help nonprofits use digital marketing to multiply the reach of their mission and the growth of their donors.

Most of all, he's grateful to be the dad to seven kids, and to try to teach them how to live in a way that multiplies good in others.

Links: 

● Email: [email protected]

● Other links: https://yourbeeline.com/finding-donors/

● Website to find volunteers with skills that would be interested in helping your nonprofit organization: Catchafire.org

● Blog: https://yourbeeline.com/586/attract-retain-donors/

● Twitter: https://twitter.com/Beeline_Chris

● LinkedIn: https://www.linkedin.com/company/beeline-marketing/

● Linkedin (personal): https://www.linkedin.com/in/cbarlow-nonprofit-marketing/

Want to see additional resources? Visit resources.foundant.com

Connect with other members of the philanthropic community at Community.foundant.com

Learn about the risks associated with web applications and learn how you can make the right decisions to keep yourself and your organization safe.

Cory Brester | Director of CRM and Information Systems, Foundant Technologies

Cory supports a fast-growing team focused on maximizing the philanthropic community. As a software solution provider for grantmakers, grantseekers, scholarship providers, and community foundations Foundant is tasked with supporting the infrastructure of philanthropic programs everywhere; in order to be successful at this, Foundant needs a reliable infrastructure of its own. Cory manages Foundant’s internal corporate IT infrastructure and systems as well as leads the company initiatives on cybersecurity. Since starting at Foundant in 2011, Cory has spent much of his efforts planning and developing efficiencies and systems to support Foundant’s growth. His 8-year history with Foundant has allowed him to participate in sales and support - providing the internal experience necessary to provide a framework and continuity to information system processes and data integrity. Outside of his daily management work, Cory also enjoys sharing his cybersecurity knowledge through Foundant education resources, such as blogs and hosted webinars. Cory came to Bozeman from the agricultural community of Laurel, MT to pursue degrees in Finance and Accounting at Montana State University.

Links:

• https://resources.foundant.com/blog/gone-phishin-what-to-watch-for-and-how-to-keep-from-being-a-big-phish  
• https://resources.foundant.com/blog/know-thy-passwords-a-guide-to-security  
• https://highpointnetworks.com/ 

Want to see additional resources? Visit resources.foundant.com

Connect with other members of the philanthropic community at Community.foundant.com

October is a spooky month full of ghosts, goblins and HACKERS TRYING TO STEAL YOUR DATA. Learn how cybersecurity awareness could save you and your organization from a hauntingly bad time.

Cory Brester | Director of CRM and Information Systems, Foundant Technologies

Cory supports a fast-growing team focused on maximizing the philanthropic community. As a software solution provider for grantmakers, grantseekers, scholarship providers, and community foundations Foundant is tasked with supporting the infrastructure of philanthropic programs everywhere; in order to be successful at this, Foundant needs a reliable infrastructure of its own. Cory manages Foundant’s internal corporate IT infrastructure and systems as well as leads the company initiatives on cybersecurity. Since starting at Foundant in 2011, Cory has spent much of his efforts planning and developing efficiencies and systems to support Foundant’s growth. His 8-year history with Foundant has allowed him to participate in sales and support - providing the internal experience necessary to provide a framework and continuity to information system processes and data integrity. Outside of his daily management work, Cory also enjoys sharing his cybersecurity knowledge through Foundant education resources, such as blogs and hosted webinars. Cory came to Bozeman from the agricultural community of Laurel, MT to pursue degrees in Finance and Accounting at Montana State University.

Links:

• https://staysafeonline.org/resources/  
• www.cisa.gov/report 

Want to see additional resources? Visit resources.foundant.com

Connect with other members of the philanthropic community at Community.foundant.com

In this Coffee Talk, we hear from funders across North America on how they tell the stories behind their grantmaking dollars.

Topics:

1. What stories do you want to tell?
2. How do you tell your stories?
3. Why do you want to tell your story in a better way?

Connect with other members of the philanthropic community at Community.foundant.com

A former software developer, now Founder and CEO of Mindful Techie, shares how to live a more balanced life in a digital world.

Meico Marquette Whitlock | Founder and CEO, Mindful Techie

Meico helps changemakers create work-life and tech-life balance so they can do their best work better while living their best lives. He is the founder and CEO of Mindful Techie, author of the Intention Planner, and a certified trauma-informed mindfulness teacher.

Through speaking, training, and coaching, he facilitates transformative experiences that foster wellbeing in a hyperconnected and distracted world.

He has worked with organizations such as the U.S. Department of Health and Human Services, Cigna, and Greenpeace, and has been a featured speaker on ABC News, Fox 5, and Radio One. He’s a former triathlete, loves salsa dancing, and makes the world’s best vegan chili!

He holds an M.S. in Information Science from the University of Michigan and a B.A. Political Science and Spanish from Morehouse College.

Links:

• Webaddress: mindfultechie.com
• Email: [email protected]
• Work-life and tech-life balance assessment and toolkit: signup.mindfultechie.com
• Sign up for email list: mindfultechie.com/subscribe
• The Intention Planner: mindfultechie.com/planner
• LinkedIn: linkedin.com/in/meicowhitlock/

Want to see additional resources? Visit resources.foundant.com

Connect with other members of the philanthropic community at Community.foundant.com

This episode covers important details you should know if you are considering hiring a nonprofit consultant or becoming one.

Amanda Pearce, CFRE

A grant writing expert, executive and development coach, fundraising consultant, and national fundraising trainer, Mandy Pearce, launched Funding for Good, Inc. in 2009 to equip organizations with the skills and tools needed to become successful and sustainable. Mandy has taken her passion and expertise for fundraising to the development field and shared it with individuals and organizations for over 23 years through executive coaching, strategic and development planning, capital campaign planning, seminars, and specialized consulting programs. Mandy’s dynamic teaching style brings thousands of people annually to her presentations at conventions, trainings, and workshops, in person and online. Her business model is centered on her key values: honesty, efficiency, direct communication, and bringing dollars to local communities.

Links:

• Webaddress: fundingforgood.org
• email: [email protected]
• YouTube: https://www.youtube.com/fundingforgood
• LinkedIn: https://www.linkedin.com/in/amandapearcefundingforgood/

Want to see additional resources? Visit resources.foundant.com

Connect with other members of the philanthropic community at Community.foundant.com

In this Coffee Talk we discuss communication with colleges, who owns scholarship requirements adherence, and tips for working with colleges and universities.

Topics:

1. Communication with colleges and students about scholarships.
2. Different colleges rules and systems with scholarships.
3. Tips for better communication for students and universities.

Connect with other members of the philanthropic community at Community.foundant.com