The Charity Charge Show

In Episode 102 of the Charity Charge Show, Stephen talks to Lisa Van Dusen, Executive Director of Palo Alto Community Fund, whose mission is to focus on the unique needs of our community and channel charitable giving of local donors to effective organizations that improve the quality of life for everyone in Palo Alto, East Palo Alto and Menlo Park.

Stephen and Lisa Van Dusen talk about innovating quickly during the COVID-19 pandemic and trust based philanthropy.

Van Dusen has dedicated her career to helping build thriving communities through philanthropy, advocacy, entrepreneurship and media, bringing more than 30 years of cross sector experience to the Palo Alto Community Fund.

Previous to joining the Palo Alto Community Fund, Van Dusen was Chief Relationship Officer at Silicon Valley Social Venture Fund (SV2) where she led innovation and learning initiatives that deepened awareness, engagement and giving to address social and environmental challenges in Silicon Valley and globally.

Her accomplishments include expanding and diversifying SV2’s donor community, introducing field-leading impact investing and spearheading advocacy program offerings.

Van Dusen, who has lived in Palo Alto for 35 years, has held a variety of professional and civic leadership positions, including launching two groundbreaking local media ventures—Cable Communications Cooperative of Palo Alto (Cable Co-op) and Palo Alto Online.

She revived and co-led Leadership Palo Alto and created and hosted First Person, a video interview series featuring Silicon Valley trailblazers. In addition to her experience as a social entrepreneur, Van Dusen brings expertise in sales, marketing and communications with the Palo Alto Weekly and other organizations.

She has served on a variety of nonprofit boards including, Palo Alto Art Center, Planned Parenthood (Golden Gate), WINGS Guatemala and in numerous civic leadership roles. She has been recognized extensively, including as a Silicon Valley Women of Influence, TEDx speaker, Leadership Midpeninsula Senior Fellow and California College of the Arts Leading by Design Fellow.

Lisa Van Dusen on trust based philanthropy:

In June 2019, our board signed off on a strategic plan that was committing to trust based philanthropy meaning that instead of the dollars that were raised each year going into our endowment that the default would be for the funds to go out the door and pass through grants to nonprofit organizations in our community.

Our donors could still specify if they wanted their contribution to go to our endowment but the default would be to get the money out to the organizations making a difference in our community.

We believe this would lead to a deeper connection and knowledge exchange with our community, organizations, and other leaders, to connect us with what is going on. I also see it as investing in ourselves as an organization, which I think is really significant.

We had great support for this initiative and met our three year plan goal in the first year. Trust base philanthropy is at it's core saying, "here is money, we trust you as an organization to know how to deploy it best." If that is to pay your staff, then that is what you should do, or it's to keep your lights on, use the money for whatever you need.

With our strategic plan we are fundamentally choosing, who we who we are betting on as an organization, and trusting them to do what they need.

In Episode 101 of the Charity Charge Show, Stephen talks to Georges Benjamin, Executive Director of American Public Health Association (APHA), whose mission is to improve the health of the public and achieve equity in health status.

Stephen and Georges Benjamin talk about what APHA learned from the COVID pandemic, APHA's role in shaping American healthcare policy over the past 150 years, and the importance of having financial reserves in place.

Georges C. Benjamin is known as one of the nation’s most influential physician leaders because he speaks passionately and eloquently about the health issues having the most impact on our nation today.

From his firsthand experience as a physician, he knows what happens when preventive care is not available and when the healthy choice is not the easy choice. As executive director of APHA since 2002, he is leading the Association’s push to make America the healthiest nation.

Georges Benjamin, Executive Director of American Public Health Association, on the importance of having financial reserves:

We try to be fiscally conservative and have multiple revenue streams and live with in our resources each year. Of course COVID is stressor on those financial goals. That's one of the reasons we have reserves is so that you can go into them when times are hard. The last couple of years, we've had to go into reserves a little bit, because times are hard.

But we were able to do that because every year we were able to take any surplus revenues that came in and put them in the bank. Having a good savings account is important. However, I also think it's important that people figure out what's important for you to do and focus your mission - then put your resources behind that focused mission.

For us, if it hurts people or kills people, the public health community has a role in it, but we can't solve all the problems. Instead we try to solve the problems that we think are important for us directly and then we partner with others who have the strength to tackle other problems.

We don't really care who gets the credit, we care that the mission gets done. We hold ourselves accountable to the mission getting done as our main measure of success.

In Episode 100 of the Charity Charge Show, Stephen talks to Grant Trahant, Founder of Causeartist and RefiJobs. His mission is to show that everyone — from shoppers and professionals to entrepreneurs and investors — can change the world by making decisions that benefit the people and places around them.

Interested in listening to the full episode and hearing more from other nonprofits? Check out more episodes here.

Stephen and Grant Trahant talk about what it takes to build a business or nonprofit from the ground up, reflect on what Stephen's learned from 100 conversations, and the unifying power of listening to and spending time with others.

Since 2013, Causeartist has been read in 150+ countries. Over this time Grant has interviewed 700+ social entrepreneurs, impact investors, and impact ventures from around the world.

The mission has always been to highlight innovations within ethical fashion, regenerative farming, climate tech, fair trade products, impact investing, and sustainable travel.

He also hosts the Disruptors for GOOD podcast and the Investing in Impact podcast.

Connect with Grant on Twitter and LinkedIn.

Grant on listening to others and seeing what truly unites us:

One advantage I get from talking to people around the world is that I experience that no matter where you are, no matter where you live, people still want the same thing for themselves, for their communities, and for their kids.

Whatever it may be their level of passion is the same. Whether they're from India, Southeast Asia, Delaware, Toronto, or Mexico City, wherever it may be, everybody's problems are pretty similar.

It could be dealing with mental health or dealing with economic issues, although different places approach problems and issues differently there are always people trying to solve them.

We're unified in trying to solve problems together on all continents and cities around the world.

About Causeartist

causeartist – [cause-artist] noun. a person who uses their talents and skills to impact the world.

Since 2013, Causeartist has been read in 150+ countries. Over this time I have interviewed 700+ impact entrepreneurs, impact investors, and impact ventures from around the world.

Causeartist is a global community of social entrepreneurs, builders, creators, and conscious consumers, who believe business can positively impact the world.

In Episode 99 of the Charity Charge Show, Stephen talks to Vicki Burkhart, CEO of The More Than Giving Co., whose mission is to give nonprofits with visionary leaders and compelling missions an affordable, on-demand staffing solution to supplement the bandwidth and skillsets of their volunteer force.

Stephen and Vicki Burkhart talk about More Than Giving's work with nonprofits to provide the staffing they need, the importance of a living strategic plan, and the four critical things for nonprofit success.

Vicki Burkhart is founder and CEO of the More Than Giving Company. She has 30+ years of experience in the nonprofit arena as an Executive Director, nonprofit executive and consultant.

After earning a B.A. and M.Ed. from Penn State, Vicki advanced to hold leadership positions in development and donor relations, including serving as the VP of Advancement at the MCP Hahnemann School of Medicine. At the same time, she was serving several nonprofits as their Executive Director.

Collectively, these roles gave her extensive, hands-on experience with major gift cultivation (including personally closing multimillion-dollar gifts), board development and strategic planning, membership development, organizational development, and volunteer management.

In 1999, Vicki founded More Than Giving with the goal of delivering innovative solutions to help more volunteer-driven nonprofits achieve sustainability and growth.

Vicki on the four critical things for nonprofit success

There are four things that I think are critical to a successful nonprofit:

In Episode 98 of the Charity Charge Show, Stephen talks to Nancy Long, Executive Director of 501 Commons, whose mission is to serve nonprofits as experts, innovators, and partners.

Their passion is to amplify the strengths of nonprofits—so ALL people and communities flourish. Stephen and Nancy Long talk about the resilience of nonprofits during the COVID-19 pandemic, 501 Commons recent reports regarding nonprofit employee compensation, and common mistake nonprofits make with grants.

Nancy Long is the Executive Director of 501 Commons. 501 Commons addresses the national problem of nonprofits having limited access to the expertise they need to optimize their organization. The organization provides consulting, contracted services, and other forms of support.

This allows organizations to have the technology, data, management, fundraising, finance, and human resources expertise they need.

Before becoming executive director of 501 Commons, Nancy worked in health care as the Vice President of Strategy and Organizational Development at Group Health Cooperative. Nancy was on the health care reform policy staff for the Washington Health Services Commission.

She served as the Director of Marketing for the Basic Health Plan. She developed groundbreaking research to promote health insurance to diverse communities and implemented community-based outreach that resulted in unprecedented participation and diverse enrollment.

As the Director of Quality for the Washington State Hospital Association, she represented hospitals on regulatory matters and led a quality of care research project with rural hospitals.

As the Director of Marketing & Community Services at Pacific Medical, she led the effort to create the Cross-Cultural Health Care Program, which has done breakthrough work on culturally and linguistically accessible health care.

Nancy has a BA in social psychology (University of Texas), and a master’s from the Evans School (University of Washington), where she was also a lecturer, teaching nonprofit leadership and management.

John LuxIn Episode 97 of the Charity Charge Show, Stephen talks to John Lux, Executive Director of Film Florida, a not-for-profit entertainment production association for Florida's film, TV, production & digital media industry.

Stephen and John Lux talk about John's unique career path, Film Florida's mission to support the film industry in Florida, and the challenges in showing value to individual members in a large membership based organization.

John has been the Executive Director for Film Florida since June 2016 and manages the day-to-day operations of the organization after spending 20 years working in the industry.

John is responsible for Film Florida operations, marketing, membership recruitment and finance. In addition to his other responsibilities for Film Florida, John is a social media enthusiast and has been handling the Film Florida social media strategy and day to day management of the website since 2014.

In previous roles John has been responsible for operations, finance and marketing positions including day-to-day operations (including all project proposals and budgets), finance (POs, APs, ARs, cash flow planning, etc.), and marketing strategies (social media, award submissions, press releases, communication with media, etc.).

John started in operations for the Walt Disney Company and helped Orlando-based IDEAS transition from Disney to an independent corporation and was instrumental in the transformation and growth of the company for 18 years.

After graduating from Purdue University, John worked in the live entertainment industry managing a staff of 300+ for an outdoor music and entertainment venue in the Chicago area before moving to Florida to join Disney where he received Disney’s rare and highly respected Partners In Excellence award.

His strong Chicago roots are reflected in his undying passion for college football, especially his alma mater, the Purdue Boilermakers and his home town teams, Blackhawks, Bears, Bulls, White Sox, Cubs and Northwestern University.

In Episode 96 of the Charity Charge Show, Stephen talks to Jeff Mazur, Executive Director of LaunchCode, whose mission is offering free tech education and job placement opportunities to bring new people from all backgrounds into the tech field and reshape the way employers think about hiring. Stephen and Jeff Mazur talk about LaunchCode's impact on providing people with the skills to enter a career in tech, creating a sustainable revenue stream to facilitate growth within a nonprofit, and the importance of embracing a learning mindset.

Jeff Mazur is an experienced executive with a proven record of leading nonprofit organizations through growth and strategic change. Presently heading LaunchCode, a high-impact workforce and economic development organization with an acute focus on helping regions flourish via technology education, civic partnership and corporate engagement.

Jeff Mazur on embracing a learning mindset:

What I've learned is that the longer I do this work, the less and less I know, and that that's actually a good thing that I should want to be true. I want to be comfortable with not knowing as a leader, because as we do more, and as we grow, there are new things that I ultimately am responsible for making decisions about that are entirely unexplored in the prior history of the organization and my tenure with it. So I don't know the answers to those new things but that's okay. Learning the answers and coming up with what we think as a team would be the best solutions is the highest order work that I can do in the organization. That was honestly somewhat surprising to discover, because the assumption might be "Well, in the first year, you're going to find some things that you never did before. In the second year, you're going to kind of get it down. Then the third or fourth or fifth year it's all old hat" And But I've found that not to be true. If it were true, it would be a signal to me that I, and we as leaders, weren't pushing the organization to do enough new things or to change itself and evolve or figure out how to test the edges of the space that we work in.

In Episode 95 of the Charity Charge Show, Stephen talks to Stella Kafka, Executive Director of the American Meteorological Society (AMS), whose mission is to advance the atmospheric and related sciences, technologies, applications, and services for the benefit of society. Stephen and Stella Kafka talk about the pros & cons of switching to a virtual meeting model, joining an organization from an outsiders perspective, and AMS's mission to use science to keep people safe.

As executive director of the American Association of Variable Star Observers (AAVSO), a non- profit worldwide scientific and educational organization of amateur and professional astronomers, Stella Kafka utilized a combination of talent, skills, and scientific accomplishments that she now brings to her new role as AMS executive director. Kafka obtained her B.S. degree in physics at the University of Athens, Greece, and a master’s and Ph.D. in astronomy, with a double minor in physics and geophysical sciences from Indiana University in Bloomington, Indiana. After completing her Ph.D., Stella held a series of prestigious postdoctoral positions and fellowships, first at the Cerro Tololo Inter-American Observatory in Chile, where she received the National Optical Astronomy Observatory Excellence Award, then at IPAC/Caltech, and finally as a NASA Astrobiology Institute Fellow at the Carnegie Institution of Washington. Stella also brings with her a wealth of managerial experience. In addition to serving as the director of two research and mentorship programs for undergraduates while in Chile, Stella managed editorial, marketing, financial, business development, operations, and production aspects of journals at the American Institute of Physics (AIP). As a journal manager at AIP, Stella successfully oversaw the launch of a new journal and served as a liaison between publishing and research communities. On top of her research and management abilities, Stella brings an international perspective to her work. After growing up in Greece, she obtained a Proficiency Diploma in the French language (she has one in English, too), pursued higher education in the United States, and worked and traveled in South America (including Chile, Argentina, and Brazil). Stella is fluent in Greek and English and speaks Spanish and French. Stella enjoys interacting with people of every age and background and has honed her communication skills through mentoring students, classroom teaching, and lectures to professional and public audiences. And then, like all good communicators, she knows when to stop and listen.

Stella Kafka on in person meetings fueling powerful brainstorm sessions and problem solving:

In Episode 94 of the Charity Charge Show, Stephen talks to Katie Appold, Executive Director of Do More Good & Nonprofit Hub, whose mission is to create and curate content to help nonprofits do more good. Stephen and Katie Appold talk about Cause Camp (September 14-15, 2023), the struggles nonprofits are facing transitioning to a digital fundraising model, and creating great nonprofit boards.

Katie’s nonprofit career includes a variety of leadership roles for human service, foundation, and publishing-related nonprofits as well as many volunteer roles. Under Katie’s leadership, nonprofit organizations have developed new programs related to free healthcare, affordable and accessible housing and literacy programs for K-12 students. In her first Executive Director role, Katie increased the annual revenue of the organization she led by 300% and received the top grant prize in the nation for affordable housing through the Federal Home Loan Bank of Indianapolis. Today, she leads Do More Good, the parent organization of Nonprofit Hub and Cause Camp which collectively serve more than 50,000 nonprofits throughout North America. Her educational background includes an undergraduate degree in business administration and a masters degree in nonprofit leadership. Katie is the past board president of Gracious Grounds, a housing organization serving individuals with disabilities. She is an active member of the Grand Rapids Young Nonprofit Professionals, the Grand Rapids Chamber of Commerce, Cause Network, the Lakeshore Nonprofit Alliance and the Association of Fundraising Professionals.

Katie Appold on the struggles nonprofits are facing in transitioning to a digital fundraising model and Cause Camp:

I would say the largest challenge that we're seeing organizations face is a transition to majority digital communication and fundraising. Pre-pandemic in person events like galas, golf outings, and one on one coffee meetings with donors were still happening. Thankfully, those things are coming back, and they're coming back strong, which is wonderful. But over the two years when the pandemic was at its peak, people really had to communicate digitally, and nonprofits had to raise their support digitally. So we're seeing a lot of organizations who are doing the right things, but they need to tweak and perfect and test and learn how to do them better.

Our solution is that we've built this year's Cause Camp's speaker list to address a lot of those issues that we see nonprofits facing. This year we have Dana Snyder, the gal who was the driving force behind Movember, talking about how you can take your mission and make it an online movement. We will also have Nathan Hill talking about how you can communicate to donors why they should give to your mission digitally? Because if you have no other way to connect with a donor other than email, it's crucial to know what you can say and do in that email to 1) make them open it and 2) connect with them in your message. Chris Hammond will also be talking about how nonprofit leaders need a strong personal network to build a strong organization, which I think is something that is often overlooked. Chris is going to talk about how to create that personal network digitally using tools like LinkedIn and connecting with people via text and email to keep relationships strong. Additionally, we have Mark Ostach, who's talking about hybrid work environments for nonprofits and how to make teams thrive.

In Episode 93 of the Charity Charge Show, Stephen talks to Erin Mote, Executive Director of InnovateEDU, whose mission is to eliminate the opportunity gap by accelerating innovation in standards aligned, next generation learning models and tools that serve, inform, and enhance teaching and learning. Stephen and Erin Mote talk about creating expertise throughout organizations by including diverse leaders in discussions, giving and receiving social capital to uplift others, and finding the 80% that we have in common to move missions forward without getting stuck on trying to agree 100%.

Erin Mote is the Executive Director and Co-Founder of InnovateEDU. In this role, Erin leads the organization and its major projects including technology product development, work on data interoperability and data systems, and an urban education Fellowship for new educators. She leads the organization’s work on creating uncommon alliances to create systems change - in special education, talent development, and data modernization. An enterprise architect, she created, alongside her team, two of InnovateEDU’s signature technology products - Cortex, a next-generation personalized learning platform, and Landing Zone - a cutting-edge infrastructure as a service data product.

Erin is also the co-founder of Brooklyn Laboratory Charter School with her husband Dr. Eric Tucker. She is a recognized leader in technology, mobile, and broadband and has spent much of her career focused on expanding access to technology in the US and abroad. She has led ground-breaking initiatives, including scaling wireless communications to the developing world, developing global and national strategic technology plans, and working with the country’s leading technology companies. Erin has served in an advisory capacity to the White House/OSTP’s US Ignite Initiative, the Obama Administration’s Global Development Innovation Policy, the State Department’s TechCamp program, and the Obama Administration’s intra-agency process for Rio 2.0 and Rio+20. Erin served as the founding Chief of Party for the USAID Global Broadband and Innovations Alliance – a $19.5 million global technology expansion project. Erin has served in senior positions with CHF International and Coulter Companies after starting her career as the Director of External and Strategic Relations for Arizona State University. A recognized leader in alliance building, Erin serves in an advisory capacity for several leading international organizations including Digital Promise, SXSWedu Launch, XPrize, and the Barbara Bush Foundation. She is an Aspen Institute Socrates scholar and a proud alumnus of the University of Michigan.

Erin Mote on creating expertise throughout organizations:

We also believe it's really important to create expertise. Oftentimes one of the things that we'll do is sponsor other leaders to be able to participate in conversations so that it's not always the CEO of an organization that we're inviting to the table. We might invite somebody who's more junior or somebody who hasn't yet had that opportunity to share their voice. This particularly impacts women and people of color. One of the things that we do is stipend folks to participate in some of our projects where we'll be working on large scale infrastructure. We provide a stipend because usually they can only get permission to participate because they're bringing revenue into the organization. It's important for us to always be asking, "how do we expand the social circle we operate in to further increase our alliance building work?"

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