Katie McClosky is a product manager at Sage Intacct, a cloud-based financial management software package for nonprofits (and others) to understand and communicate their financial position. A recent update to accounting standards for nonprofit organizations (ASC Topic 958) changes how nonprofit organizations recognize revenue, talk about restrictions of gifts, and more. Katie talks about updates to Sage Intacct to help clients understand the changes, and prepare them to engage their staff and supporters in telling the full story of their sustainability, liquidity and more. Sage has additional resources available, including upcoming and recorded webinars from Sage to learn more. 

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Nonprofit accounting standards with Katie McCloskey of Sage Intacct

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Anne Nies is the Director of Science for Submittable, and Sam Caplan is the Vice President of Social Impact. Submittable is a platform to help "clients further social impact through programs that reach millions of people around the world."
 
Anne and Sam join host Steve Boland to talk about five specific principles that Submittable is deploying as it makes Artificial Intelligence (AI) tools available in their platform - both for nonprofits and those organizations that support charities. The principles include AI as; Empowering, Accountable, Transparent, Equitable, and Private & Secure. Anne and Sam discuss how these principles help their whole user community understand their tools and choices. There is more information at https://www.submittable.com/ai/

AI Responsibility Principles with Submittable

Shanna Birky is the Vice President, Customer Experience at Classy, "a giving platform that enables nonprofits to connect supporters with the causes they care about." Classy is presenting a webinar on election-year fundraising on May 1, 2024.
 
Shanna joins host Steve Boland talk about election year issues such as looking at specific dates this year to be aware campaign issues (primaries, debates, etc...) and timing your own events to avoid conflicts, developing a rapid response strategy, setting up specific campaigns on topics being discussed in elections, and being ready for "rage-giving" in unexpected issues that may arise as elections continue.

Election-year fundraising with Shanna Kirby of Classy

Matt Nash is the executive director of the Blackbaud Giving Fund, which has "administered over $1.6 billion in donations from passionate individuals and corporations to 195,000 nonprofit organizations around the world."
 
Matt joins host Steve Boland to talk about how small and mid-sized charities can be most open to finding and connecting with donors using tools such as donor-advised funds. Matt shares his thoughts about understanding the tools some donors may choose, asking donors to connect in supporting the work outside of contributions (such as volunteering, connecting to peers at employment-based sites) and stewarding those relationships over time.

Donor Advised Funds with Matt Nash

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Host Steve Boland shares his initial skepticism of shopping programs, and Shaun addresses some of those concerns about when and how nonprofit missions may benefit from these tools. The conversation includes the changes in the landscape since the demise of Amazon Smile (and a reminder to remove those links lingering on your website!) and the importance of a range of options for a range of potential supporters for a mission-based organization.

Shopping donation programs with Shaun Kulesza

Jenn Taylor is the Founder of Deep Why Design, created to "to help nonprofit organizations transform and humanize their data systems. Humanized systems are transparent, equitable, and effective." The Deep Why Design team has been assisting nonprofits with tools such as Salesforce, and Jenn joins this episode to talk about the evolution of Salesforce into something more and more useful to smaller and mid-sized nonprofits.
 
Host Steve Boland talks to Jenn about the true cost of the "free" Salesforce.org licenses (read: free as in puppies, not free as in beer), understanding Salesforce as a hub of data and not always the tool to collect or process it, the extensive ecosystem of tools that connect to Salesforce, and much more.

Nonprofit accounting standards with Katie McCloskey of Sage Intacct

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