Visiting with Eric Ryan and Ricky Chilcott of Mission Met. We talk about strategic planning, and how the Mission Met software helps nonprofits achieve their strategic goals. We also discuss the most glaring problems with nonprofit strategic planning, including these barriers to effective execution:

We'll soon be giving away a copy of Mission Met: Proven Strategic Planning Guidance to Help You Build a Financially Secure and Impactful Nonprofit. This book frames strategic planning as a mindset for managing your organization with writing a plan as one key step in an ongoing cycle creating a structure for implementation and course correction as needed. Among the things we cover:

I. Why strategic planning has a tremendous ROI:

II. Advice with selecting strategic planning (or really any software)

We welcome support of the Nonprofit SnapCast via Patreon.

Andrea Young is the Founder and CEO of Donate Stock. Their mission is to transform charitable giving, by making stock gifting fast, safe, and free for all donors and recipients. We talk about the dynamics of giving stock, the benefits of giving stock (even if you're a modest investor), and the benefits of receiving gifts of stock if you're a nonprofit. Appreciated securities represent an entirely new funding source for most organizations. At no cost, nonprofits can claim their Donate Stock page and gain access to a suite of tools to facilitate stock gifting. Andrea says the effects are sometimes instantaneous for nonprofits.

We welcome support of the Nonprofit SnapCast via Patreon.

Mickey speaks with Cindy Schipani, Merwin H. Waterman Collegiate Professor of Business Administration & Professor of Business Law at the University of Michigan. We talk about insider charitable giving, a "worryingly widespread" practice that is quite harmful. "Increasing civil and criminal penalties does not work as a successful deterrent if there is substantial ambiguity about what is illegal insider trading," says Schipani. "This ambiguity allows insiders to not only trade successfully but also to fend off attempts by the U.S. Securities and Exchange Commission and the U.S. Justice Department to discipline them after the fact." Our conversation covers the things nonprofits should be aware of when processing gifts of stocks and securities.

We welcome support of the Nonprofit SnapCast via Patreon.

Visiting with Jonathan Shugart of B Charitable, an Alabama based nonprofit corporation. We talk about Donor Advised Funds and their benefit to both the donor and the recipients. B Charitable is a tax-exempt entity whose sole purpose is to house charitable gifting funds for individuals. In addition, the platform provides donors with financial peace of mind knowing that the funds collected on B Charitable can only then be donated to public charities. Different from other crowdfunding platforms, donations can not be spent by the individual collecting the donations.

Jonathan also turns the table and questions Mickey about the Nonprofit Snapshot.

We welcome support of the Nonprofit SnapCast via Patreon.

What do nonprofits need to know about looking at inclusivity within their organizations. We discuss multiple inclusion issues, what they mean for boards, and what inclusion means towards the mission of wanting to do good. We discuss:

We welcome support of the Nonprofit SnapCast via Patreon.

Mickey visits with Annie Scranton of Pace Public Relations to talk about nonprofit visibility and community building.

According to the National Center for Charitable Statistics (NCCS), there are over 1.5 million nonprofit organizations registered in the United States. With so many nonprofits, many of them trying to achieve the same goal, it can be challenging to gain visibility, build your community, and increase your donor base if your audience doesn't even know you exist. Using her client Concern World Wide U.S. as a case study, Annie dives into why every nonprofit should build a thought leadership program for their organization, how they can achieve it, and how this strategy put Concern Worldwide U.S. on the map. We also discuss what PR strategies you can incorporate to help you successfully pitch yourself to the media, how to leverage local press to garner larger media coverage, and how this strategy can be used to build your community and increase your donor base.

We welcome support of the Nonprofit SnapCast via Patreon.

Chelsea Brasted, General Manger of Sidecar Global, speaks with Mickey about Sidecar and the niche they fill in the nonprofit space. We discuss:

We welcome support of the Nonprofit SnapCast via Patreon.

Our Fundraising Search is giving away a copy of Fundraising for All: What Every Nonprofit Leader Should Know. Visit the nonprofitsnapshot.org website and find the entry for this bonus episode to register to win. OR, register via this link:

https://forms.gle/R8FEkNwefxp5acbW8

One winner picked at random will be announced on December 1. Thank you, and good luck!

We welcome support of the Nonprofit SnapCast via Patreon.

Dave Paule returns to the mic to talk with Mickey about Fundraising for All, a comprehensive fundraising book he and his colleagues at Our Fundraising Search have written to demystify fundraising for nonprofits of all stripe and size.

This innovative book guides readers on:

The book provides detailed explanations of which fundraising tasks are the most important and which should be undertaken first by an organization. Annual giving, major giving, capital campaigns, and endowments are all explained in ten easy-to-read chapters.

We welcome support of the Nonprofit SnapCast via Patreon.

GreenLight Fund is a growing national network of cities that lifts opportunities for children, youth, and families experiencing poverty. Each local site such as Detroit runs a community-centered process to:

GreenLight Fund Detroit has specifically focused on building power through a racial equity lens while launching effective programming locally. As the founding executive director, Rishi Moudgil is responsible for building these coalitions and empowering local leadership to collectively achieve the desired goals. GreenLight Fund builds power with residents and local stakeholders to decide what focus areas and programming are focused on within the community. A key example is their Resident Advisory Council, which pays local residents with lived experiences with poverty to advise on investments.

We welcome support of the Nonprofit SnapCast via Patreon.