W(h)ine About Data

Rose Johnson returns with our host Amanda Lopez to tackle a major pain point in fundraising: nonprofit fundraising strategies that actually work. Building on Episode 19’s discussion of 2024 giving trends, Rose and Amanda dive deep into why so many organizations chase the wrong donors, tell weak stories, and drop the ball on follow-up. Bottom line: Smart data strategies can transform your fundraising game.  

Learn why targeting the wrong donors is costing your organization time and money. Take away the 3 critical fundraising mistakes that kill donor relationships. Understand how to audit your donor database and why it matters more than you think. Take notes on the key metrics that actually predict fundraising success. Plus, learn how to leverage your board, volunteers and other brand champions as assets for meaningful donor relationships.

W(h)ine About Data is your go-to podcast for turning data complexity into clarity, one conversation at a time.

Subscribe wherever you listen to podcasts! We release new episodes on the 1st and 15th of every month.

Learn more about TCG and explore other client stories at www.transformconsultinggroup.com.

References:

• Episode 19: Charitable Giving Trends from 2024 https://www.transformconsultinggroup.com/podcast/episode-19-charitable-giving-trends-from-2024/ 
• Episode 20: Tell Impactful Stories in an Ethical Way https://www.transformconsultinggroup.com/podcast/episode-20-tell-impactful-stories-in-an-ethical-way/
• Online Toolkit: https://www.transformconsultinggroup.com/education/online-toolkit-for-early-childhood-donors/
• Board Development: https://www.transformconsultinggroup.com/board-development/10-ways-to-include-board-members-in-fundraising/ 
• Fundraising Strategies - Increase Funds: https://www.transformconsultinggroup.com/fundraising-strategies/4-free-ways-increase-fundraising/ 
• Fundraising Strategies - Board Involvement: https://www.transformconsultinggroup.com/fundraising-strategies/how-to-get-your-board-involved-in-fundraising/ 

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This episode features Amanda Lopez and Rose Johnson! Connect with them on LinkedIn for more insights!

Amanda and Rose are drinking ElementAL Wine’s pinot grigio in this episode! 

In this episode, we're joined by Carey Services President and CEO Jim Allbaugh to discuss his rural nonprofit organization's impact in the community of Marion, Indiana. Carey Services is a community-based nonprofit dedicated to helping individuals with disabilities turn abilities into opportunities.

Carey Services hired Transform Consulting Group to complete a research study informing the development of transportation solutions to support their clients' ability to work and engage in the community, while also meeting broader transportation needs for local residents and employers.

Jim shares how his team uses data strategically to demonstrate why organizations like Carey Services play such a critical role in empowering individuals with disabilities to achieve greater independence. We explore how data storytelling can amplify the impact of mission-driven work.

W(h)ine About Data is your go-to podcast for turning data complexity into clarity, one conversation at a time.

Subscribe wherever you listen to podcasts! We release new episodes on the 1st and 15th of every month.

Learn more about TCG and explore other client stories at www.transformconsultinggroup.com.

References:

• https://www.careyservices.com/
• https://www.transformconsultinggroup.com/project/transportation-study-findings-for-rural-community/

[LINK] Watch this episode on YouTube!

Follow TCG on Facebook and LinkedIn. 

This episode features Amanda Lopez and Jim Allbaugh! Connect with them on LinkedIn for more insights!

Amanda and Jim are drinking TÖST Original non-alcoholic wine in this episode!

Rose Johnson returns alongside Amanda Lopez for a masterclass in ethical storytelling that puts your community at the center of your impact narrative. In this essential episode for nonprofits and data-driven organizations, our hosts break down the art and ethics of using data to tell authentic, powerful stories that honor the people behind the numbers.

Why This Episode Matters: In an era where authentic connection drives real change, learn how to transform your data into compelling narratives without exploiting the communities you serve. Rose and Amanda share their tested strategies for building trust, gathering genuine testimonials, and creating a sustainable storytelling ecosystem beyond a single team member.

Perfect For:

• Nonprofit leaders and communications teams
• Data analysts in mission-driven organizations
• Marketing professionals in social impact
• Anyone amplifying community voices responsibly

The Evergreen Storytelling Process

1. Define your audience - Know who needs to hear your story
2. Identify the problem - Get crystal clear on what you're solving
3. Confirm the solution - Show your impact with integrity
4. Share the success - Amplify voices authentically

Key Insights You'll Gain

• Redefining Data: Discover how data transcends numbers to become powerful information, with the human element as the most critical data point of all.
• Organic Story Gathering: Why open calls beat targeted asks, the importance of face-to-face connection, and always sharing how stories will be used. Plus, why letting contributors review the final product is non-negotiable.
• Building Infrastructure: Learn to maintain an always-open pipeline for stories, empower leadership to champion narratives, and leverage board members and volunteers as storytellers.
• Key Takeaway: "You never want to be the best kept secret as a nonprofit."
• Essential Actions: Train your entire team on ethical storytelling guidelines, establish clear collection protocols, and build relationships that extend beyond transactional story gathering.

W(h)ine About Data is your go-to podcast for turning data complexity into clarity, one conversation at a time. Subscribe wherever you listen to podcasts and never miss an episode.

Learn more about TCG, what we do, and other client examples here: https://www.transformconsultinggroup.com/ 

References:

• EthicalStorytelling.com 
• https://www.transformconsultinggroup.com/evaluation/using-data-tell-story 
• https://www.transformconsultinggroup.com/government/sharing-your-organizations-story-with-video

Data Storytelling Blog Series:

• https://www.transformconsultinggroup.com/general-information/nonprofit-storytelling-creating-infographics-to-help-tell-your-story 
• https://www.transformconsultinggroup.com/general-information/nonprofit-storytelling-preparing-compelling-and-engaging-presentations 
• https://www.transformconsultinggroup.com/evaluation/nonprofit-storytelling-why-go-visual 

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This episode features Amanda Lopez & Rose Johnson. Connect with them on LinkedIn for more insights!

Our very own Senior Project Consultant Rose Johnson returns with TCG President Amanda Lopez to provide expert insights on charitable giving trends and how your nonprofit can use them to its advantage in 2025.

Rose and Amanda discuss the latest Giving USA Report – covering charitable giving trends from 2024 – and share helpful transformer tips to build up diversified funding streams for your nonprofit organization!

Key Takeaways in Episode 19:

• Inflation may have increased in 2024 but individual giving remained strong, which is expected to continue in 2025

• Never underestimate the power of the “Engine of Individual Donors”

• Stretch your funding streams beyond grants and corporate gifts to avoid instability – strengthen your individual giving program for financial stability

• Don’t make assumptions or decisions for your donors

• Donor Advised Funds (DAFs) should be on your radar if they aren’t already

• Use the Giving USA 2024 report and compare funding streams mentioned to your organization’s funding streams

Learn more about TCG, what we do, and other client examples here: https://www.transformconsultinggroup.com/ 

References:

https://www.transformconsultinggroup.com/fundraising-strategies/how-do-i-start-fundraising/

https://www.transformconsultinggroup.com/nonprofit/fundraising-back-to-basics/

https://www.transformconsultinggroup.com/fundraising-strategies/4-free-ways-increase-fundraising/

https://www.transformconsultinggroup.com/board-development/10-ways-to-include-board-members-in-fundraising/

Watch this episode on YouTube!

Follow us on Facebook and LinkedIn 

This episode features Amanda Lopez & Rose Johnson. Connect with them on LinkedIn for more insights! 

Our very own Senior Project Consultant Rose Johnson returns with TCG President Amanda Lopez to provide expert insights on charitable giving trends and how your nonprofit can use them to its advantage in 2025.

Rose and Amanda discuss the latest Giving USA Report – covering charitable giving trends from 2024 – and share helpful transformer tips to build up diversified funding streams for your nonprofit organization!

Key Takeaways in Episode 19:

• Inflation may have increased in 2024 but individual giving remained strong, which is expected to continue in 2025

• Never underestimate the power of the “Engine on Individual Donors”
• Stretch your funding streams beyond grants and corporate gifts to avoid instability – strengthen your individual giving program for financial stability
• Don’t make assumptions or decisions for your donors
• Donor Advised Funds (DAFs) should be on your radar if they aren’t already
• Use the Giving USA 2024 report and compare funding streams mentioned to your organization’s funding streams

Learn more about TCG, what we do, and other client examples here: https://www.transformconsultinggroup.com/

Follow us on Facebook and LinkedIn

This episode features Amanda Lopez & Rose Johnson. Connect with them on LinkedIn for more insights!

At TCG, we love working with non-profit community-based organizations! 

In today’s episode of the W(h)ine About Data podcast, we are joined with special guest Teresa Galley, Executive Director, as she discusses the link between nonprofits and data. Tune in to episode 18 to learn more about the prioritization of data in nonprofits. 

Learn more about TCG, what we do, and other client examples here: https://www.transformconsultinggroup.com/ 

References: 

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Hosts Amanda Lopez & Teresa Galley 

We had the pleasure to sit down with the incredible Julie Garber and discuss how foundations use data.

Foundations are often tasked with the difficult decision of distribution with finite funds. Learn more about how foundations analyze their data to determine impact. 

Learn more about TCG, what we do, and other client examples here: https://www.transformconsultinggroup.com/ 

References: 

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Hosts Amanda Lopez & Julie Garber

DataStory: Explain Data and Inspire Action

Through Story by Nancy Daurte 

It’s no secret that grant writing can be taxing!

On our newest episode of the W(h)ine About Data podcast, Amanda Lopez, President of TCG, and Rose Johnson, Senior Project Consultant, dive into data tips and tricks that aid in grant writing. 

Whether it’s building your data inventory to determine your go-to data indicators or providing a strong case statement, this episode is packed with helpful tools to aid in your grant writing process.

Learn more about TCG, what we do, and other client examples here: https://www.transformconsultinggroup.com/ 

References: 

Watch this episode on YouTube!

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Hosts Amanda Lopez & Rose Johnson

We LOVE data visualization! Putting your data in pictures, charts, and graphs can really elevate your data story.

Today we have Sara Gropp, Data Manager and certified Tableau Specialist again to chat about why it’s important to make your data visually appealing. We breakdown how you can make data visual (dashboards, infographics, etc.) and share our go-to tips and best practices. 

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We’ve talked about it before, but “dirty data” can keep our Transformers up at night!

When data gets overwhelming, disorganized, or inaccessible, often the reason is that it’s messy and time for a clean up! This is a common “whine” for many of our clients so we’re pulling in Data Manager, Sara Gropp for this conversation as she talks through our simple approach to cleaning up data.

Are you in our FB group? You can chat with Transformers - like data expert Sara - and others! https://www.facebook.com/share/g/1ALqtYSgxD/