Beyond The Donation

In this episode of Beyond the Donation, host Matt Bitzegaio talks with Courtney Harness, the Director of Strategic Advancement for the Vermont Association for Mental Health and Addiction Recovery. Courtney shares insights from his 20+ years of experience in mission-driven organizations and discusses the importance of leveraging technology, specifically CRM systems, for building strong donor relationships. They explore how CRM can enhance efficiency, foster community, and drive donor retention. Courtney also highlights the balance between automation and the human touch, and discusses the potential of AI in personalizing donor interactions. The episode concludes with practical tips for better CRM adoption within nonprofits.00:00 Introduction to Beyond the Donation00:29 Meet Courtney Harness: A Journey in Nonprofit Leadership02:23 Current Role and Mission in Vermont03:45 The Power of CRM in Nonprofits06:38 Leveraging Technology for Donor Relationships15:55 The Role of AI in Fundraising21:13 Challenges and Tips for CRM Adoption25:32 Conclusion and Contact InformationTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, Matt Bitzegaio sits down with David Hartstein from Wired Impact to explore what makes a nonprofit website truly effective. They dive into the common challenges small to mid-sized nonprofits face when it comes to web design, and why a well-crafted website is more than just a nice-to-have—it's your 24/7 digital storefront. David shares practical advice on conducting website audits, improving accessibility, and simplifying homepage design to better serve visitors. You'll also hear how AI is shifting the SEO landscape, and what that means for creating content that ranks and resonates. Whether you're working with a shoestring budget or looking for quick wins, this conversation is packed with actionable tips to help your website do more for your mission.00:00 Introduction and Guest Welcome00:17 David Hartstein's Background and Wired Impact01:52 Importance of a Well-Designed Website04:32 Budget Constraints and Website Prioritization06:23 Conducting a Website Audit08:57 Key Elements of a Nonprofit Homepage12:51 Impact of AI on SEO and Website Design19:10 Website Accessibility26:15 Final Tips and ResourcesTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this special episode of Beyond the Donation, Matt Bitzegaio and Rob Burke from DonorDock sit down with Max Kringen from Tellwell to discuss something big—the WellTold Storytelling Conference coming this April. This event is all about equipping nonprofits with the tools and strategies to tell their stories in a way that drives impact. In this episode, we dive into the journey that brought DonorDock and Tellwell together, the challenges and excitement of launching a brand-new conference, and why storytelling is a game-changer for nonprofits. Plus, we share how you can get involved and be part of this first-of-its-kind event!00:00 Welcome to Beyond the Donation00:27 Introduction to Tellwell and DonorDock01:18 The Origin Story of DonorDock05:10 Innovating Through Simplicity08:23 The WellTold Storytelling Conference14:37 Excitement and Concerns for the Conference18:36 How to Engage with DonorDock and WellTold Conference20:21 Closing RemarksTo Connect with Tellwell:Tellwell | Tellwell LinkedIn | Max LinkedIn To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio welcomes Steve Lausch and Sarah Sebastian from OneCause to discuss their 2025 Fundraising Outlook Report and the Giving Experience Study. The conversation covers key strategies for enhancing donor relationships, leveraging AI, managing events and recurring giving programs, and overcoming challenges faced by smaller nonprofits. The guests share actionable tips and insights backed by this data to help nonprofit organizations improve their fundraising tactics, enhance the donor experience, and drive impact. 00:00 Introduction to Beyond the Donation00:28 Meet the Guests: Steve Lausch and Sarah Sebastian01:02 Overview of One Cause and Its Role03:01 Insights from the 2025 Fundraising Outlook Report05:23 Understanding Donor Motivations and Trends10:29 Strategies for Effective Fundraising Events17:36 Recurring Giving: Building Long-Term Donor Relationships22:11 Leveraging AI in Nonprofit Fundraising27:19 Personalizing Donor Communications30:11 Addressing Staffing Challenges in Nonprofits34:53 Quick Wins and Practical Tips for Nonprofits37:57 Conclusion and ResourcesTo Connect with OneCause:OneCause | Sarah LinkedIn | Steve LinkedIn To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of 'Beyond the Donation,' host Matt Bitzegaio welcomes Zach Hynek from Cadenza, who serves as a board member of the Topfer Family Foundation. Zach delves into his journey within the nonprofit sector, sharing valuable insights on effective grant applications and the importance of aligning with giving pillars. He highlights common mistakes nonprofits make and provides actionable advice on data-driven storytelling, emphasizing the need for quantifiable metrics alongside emotional narratives. Zach also discusses the evolving trends in the grant funding space, encouraging nonprofits to build strong relationships with funders and leverage advanced AI technologies to streamline their processes. Tune in for practical strategies to enhance your fundraising efforts and build stronger donor connections.00:25 Meet Zach Hynek: A Journey into the Nonprofit Sector02:56 Understanding the Funder's Perspective05:47 Common Mistakes in Grant Applications11:05 The Importance of Data-Driven Storytelling20:28 Trends in Grant Funding23:00 Actionable Advice for Nonprofits26:07 Connecting with Zach Hynek and Cadenza27:46 Conclusion and Final ThoughtsTo Connect with Zach Hynek:Cadenza | LinkedIn | Topfer Family FoundationTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio chats with Becky Endicott and John McCoy from We Are For Good. They share their journey from university colleagues to founders of a media ecosystem centered around philanthropy and generosity. Becky and John discuss their unique approach to storytelling, community building, and the importance of shifting from transactional to relationship-focused fundraising. They also introduce their 'Impact Uprising' initiative, which aims to create local and global conversations about key issues. The episode delves into practical advice for nonprofit leaders, emphasizing donor engagement and the long game of building movements. Listeners are encouraged to get involved and learn how small actions can collectively make a significant impact.00:00 Introduction and Guest Welcome00:22 The Journey of We Are For Good01:56 Challenges and Transformations03:57 Building a Community-Centric Approach 08:17 Impact Uprising and Its Growth16:02 Shifting from Transactional to Relational Fundraising 23:42 Advice for Nonprofit Leaders32:14 Closing Thoughts and Contact InformationTo Connect with We Are For Good:Website | We Are For Good LinkedIn | Jon LinkedIn | Becky LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Joanne Toller from The Cause Specialists. With over 30 years of experience in the nonprofit sector, Joanne discusses the critical importance of year-end giving, effective digital fundraising strategies, and the significance of consistent messaging. She also highlights the power of storytelling, avoiding desperation in campaign messaging, and the value of personal donor stewardship. Key insights include leveraging donor data for targeted outreach and the importance of a well-planned fund development strategy. Joanne shares practical tips and resources to help nonprofits maximize their year-end fundraising efforts.00:00 Introduction and Guest Welcome00:29 Joanne Toller's Background and Experience01:48 Importance of Year-End Giving04:27 Effective Digital Fundraising Strategies06:48 Leveraging Donor Data and CRM10:36 Balancing Relationships with Donors13:23 Creating Urgency Without Desperation15:07 Common Pitfalls in Year-End Campaigns15:57 Stewardship and Donor Retention17:57 Actionable Tips for Resource-Constrained Nonprofits19:12 Conclusion and Contact Information To Connect with Joanne:Website | LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, Matt Bitzegaio chats with David Pisarek, founder of Wow Digital, about boosting nonprofits' online presence. Drawing on 30 years of experience, David dives into website development, social media, and branding strategies tailored to the unique challenges of nonprofits. Topics include budget-friendly tips, data insights, RFP best practices, and the emotional impact of website design. David highlights the importance of collaboration, transparency, and tools like ClickUp, while also offering free consultations and audits to boost nonprofits' digital impact.00:12 Meet David Pisarek of Wow Digital01:34 The Importance of a Strong Online Presence03:48 Challenges Nonprofits Face with Websites05:49 Choosing the Right Agency for Your Nonprofit06:10 Budgeting and Analytics for Nonprofit Websites09:03 Content Management and Optimization10:43 Evaluating Website Quotes and Red Flags 12:57 Trusting Your Gut in Decision Making14:04 Key Elements of Website Design16:08 Collaborative Project Management19:56 Transparency and Client Engagement20:56 Success Stories and Impact22:40 Final Advice and Contact InformationTo Connect with David:Website | LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Kelly Hernandez, CEO of Nonprofit Nerd. She shares her extensive experience and knowledge of nonprofit marketing and fundraising.The discussion focuses on the significance of giving days, especially GivingTuesday, and strategies for nonprofits to effectively plan, execute, and capitalize on these campaigns. Key topics include the importance of storytelling, setting realistic goals, leveraging matching gifts, and following up with donors post-campaign. The episode provides actionable advice and tools to help nonprofits enhance their fundraising efforts and build stronger donor relationships.00:00 Introduction to Beyond the Donation00:29 Meet Kelly Hernandez: CEO of Nonprofit Nerd00:59 The Journey to Nonprofit Marketing Nerd02:50 Understanding Giving Days and Giving Tuesday04:38 Planning and Preparing for a Successful Giving Day09:11 The Importance of Matching Gifts10:47 Crafting Compelling Stories for Giving Days14:10 Engaging Donors and Post-Giving Day Strategies16:59 Tools and Platforms for Effective Giving Days 19:15 Final Thoughts and Contact Information To Connect with Kelly:Website | YouTube Channel  To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, guest host Val Kleppen speaks with Sandy Rees, founder of Get Fully Funded, who shares her 20 years of expertise in helping small nonprofits achieve significant fundraising results. Sandy discusses the importance of starting with close networks for donor engagement, setting realistic goals, and using personal relationships to foster trust. She emphasizes the value of good donor management tools and strategic planning. Sandy also addresses common misconceptions in fundraising and the importance of sustaining long-term donor relationships through consistent communication. Listeners will gain practical tips on building and maintaining donor portfolios, leveraging peer-to-peer campaigns, and optimizing fundraising efforts with limited resources.00:00 Introduction to Beyond the Donation Podcast00:28 Meet Sandy Rees: Founder of Get Fully Funded03:13 Strategies for Finding Initial Donors12:57 Engaging and Retaining Donors15:33 Essential Tools for Nonprofit Fundraising17:04 Actionable Tips for New Nonprofits19:42 Staying Motivated in Fundraising22:36 Success Stories and Final Thoughts25:38 Conclusion and Contact InformationTo Connect with Sandy and Get Fully Funded:Website |  Fundraising CommunityTo Connect with Beyond the Donation Podcast:BTD Podcast  |  DonorDock LinkedIn  |  Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio is joined by peer-to-peer fundraising expert Lou Adducci. Lou shares his journey from a theater background to nonprofit arts and ultimately becoming a peer-to-peer fundraising consultant.Their discussion covers the basics of peer-to-peer fundraising: what it is, why it matters, and the significant impact it can have on nonprofits.Lou offers practical steps and tools for getting started with peer-to-peer fundraising, discusses key metrics to track, and addresses common challenges.This episode offers valuable advice for nonprofit leaders looking to explore or grow their peer-to-peer fundraising efforts!00:00 Introduction to Beyond the Donation00:29 Meet Lou Adducci: Peer-to-Peer Fundraising Expert03:18 Understanding Peer-to-Peer Fundraising04:10 Types of Peer-to-Peer Fundraising Campaigns09:09 Success Stories in Peer-to-Peer Fundraising11:50 Getting Started with Peer-to-Peer Fundraising14:07 Tools and Metrics for Effective Fundraising17:38 Challenges and Solutions in Peer-to-Peer Fundraising22:32 Trends and the Future of Peer-to-Peer Fundraising24:47 Final Thoughts and Contact InformationTo Connect with Lou:LinkedIn  |  WebsiteTo Connect with Beyond the Donation Podcast:BTD Podcast  |  DonorDock LinkedIn  |  Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Katy Calloway and Daniel Stern, co-founders of Calloway Stern Group. Katy and Daniel discuss their background in the nonprofit sector, particularly their efforts to help small to medium-sized nonprofits with fundraising and development. They emphasize the importance of 'trusting the process' in nonprofit growth, highlighting the critical role of programming, funding education, and board governance. The conversation also covers pivoting in nonprofit missions, the benefits of fiscal sponsorships, and the nuanced process of executive searches focused on cultural fit. The episode concludes with key advice for nonprofit leaders about persistence and patience in their efforts.00:00 Introduction to Beyond the Donation00:25 Meet the Guests: Katy Calloway and Daniel Stern01:11 Trusting the Process in Nonprofit Growth02:57 Starting a New Nonprofit: Key Considerations05:49 Fiscal Sponsorship Explained12:56 Challenges in Nonprofit Growth“You start with your mission statement, and you realize what you are actually good at and where the real need is, is actually different. In the first 5 years of a nonprofit's life, for them to change their mission statement is not unheard of.Your mission statement doesn't need to be relevant for the next 15 years because community needs change.” -Katy Calloway19:19 Executive Searches for Nonprofits22:15 Fostering a Culture of Trust and Patience25:12 Final Thoughts and Advice for Nonprofit Leaders27:50 Conclusion and FarewellTo Connect with Katy and Daniel:Katy's LinkedIn   Daniel's  LinkedIn   WebsiteTo Connect with Beyond the Donation Podcast:BTD Podcast   DonorDock  LinkedIn   Matt LinkedIn

In this episode of Beyond the Donation, guest host Val interviews Carly Euler, a marketing manager at MemoryFox. Carly shares her extensive experience in nonprofit fundraising, marketing, and communications.The discussion centers on the importance of storytelling in the nonprofit sector, the ethical considerations involved, and practical tips for capturing and using stories to enhance donor relationships and fundraising efforts.Carly emphasizes building a culture of storytelling and using digital media effectively to share impactful and authentic narratives.00:00 Introduction to Beyond the Donation00:35 Meet Carly Euler from MemoryFox02:14 The Power of Storytelling in Nonprofits8:03 Building a Culture of Storytelling10:12 Ethical Storytelling Practices19:17 The Role of Digital Media in Storytelling22:53 Case Study: Wreaths Across America25:44 Final Thoughts and Contact InformationTo Connect with Carly:Website  |  LinkedIn  |  Carly's TikTokTo Connect with Beyond the Donation Podcast:BTD Podcast  |  DonorDock LinkedIn  |  Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio interviews Tasha Van Vlack, the founder of the Nonprofit Hive, a platform designed to connect nonprofit professionals for advice and collaboration. Tasha discusses the rapid growth of the platform and the importance of addressing feelings of loneliness and isolation within the nonprofit sector. The conversation dives into the advantages of digital and remote connections, the impact of avoiding competitive mindsets, and the value of one-on-one curated matches. Tasha also shares insights on the future directions for the Nonprofit Hive and offers advice for nonprofit professionals on managing overwhelm and utilizing their networks for support.00:00 Introduction to Beyond the Donation00:25 Meet Tasha Van Vlack and the Nonprofit Hive00:39 The Origin and Growth of Nonprofit Hive03:15 Challenges and Solutions in the Nonprofit Sector04:36 Mechanics of the Nonprofit Hive06:11 Overcoming Competition and Fostering Collaboration09:04 Advantages of Digital and Remote Communities16:26 Future Directions for Nonprofit Hive18:44 Advice for Nonprofit Professionals21:38 How to Connect with Nonprofit Hive23:14 Conclusion and Final ThoughtsTo Connect with Tasha:The Nonprofit Hive  Tasha's LinkedIn The Nonprofit Hive LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast  |  DonorDock LinkedIn  |  Matt LinkedIn

In this episode of Beyond the Donation, hosted by Matt Bitzegaio, the conversation dives deep into the intersection of technology and human elements within nonprofit organizations. Special guest Tim Lockie, founder of The Human Stack, shares his extensive experience in the nonprofit sector and discusses the importance of focusing not just on tech stacks, but on building human stacks to solve technological problems.They explore common challenges nonprofits face with technology implementation, the significance of organizational culture, and the real human costs involved in tech adoption. Tim also highlights key trends in nonprofit tech, including community-centered initiatives, and the role of AI. This episode provides strategic insights and practical advice for nonprofit leaders looking to enhance their tech capabilities while keeping a human-centered approach.They'll also discuss what to consider when shopping for tech, and the sales red flags to avoid!00:00 Introduction to Beyond the Donation00:29 Meet Tim Lockie and The Human Stack02:27 Identifying Technology Needs in Nonprofits05:01 The Concept of the Human Stack08:17 Navigating Technology Implementation Challenges11:32 Evaluating and Selecting the Right Tools21:23 Red Flags in the Sales Process30:46 Exciting Trends in Nonprofit Technology33:02 Final Thoughts and Advice for Nonprofit Leaders34:41 Conclusion and Where to Find More InformationTo Connect with Tim Lockie:LinkedIn  |  Website  |  What the Tech SeriesTo Connect with Beyond the Donation Podcast:BTD Podcast |DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, Matt welcomes Madeline McCoy from The Nonprofit Solution, who shares her journey into the nonprofit sector and discusses the importance of clarity, audience understanding, and donor stewardship in fundraising.Madeline offers practical advice for nonprofits on identifying their audience, crafting impactful messages, and the necessity of diversifying donation acceptance methods. Plus, she emphasizes the importance of setting achievable fundraising goals and staying true to your mission for success.00:00 Welcome to Beyond the Donation00:27 Meet Madeline McCoy: A Journey into Nonprofit Success03:04 Laying the Foundation: Essential Elements of Fundraising“The foundation of a successful fundraising plan is clarity. Being able to clearly articulate your mission, your vision, your audience, your goals, and your specific asks. It's essential for inspiring your donors and then aligning your fundraising activities to that.”05:21 Understanding Your Audience: The Key to Effective Fundraising07:48 Crafting Impactful Messages Without a Track Record10:14 Building Strong Donor Relationships from the Start“Nurturing relationships with donors isn't just a part of fundraising, it is essential to fundraising. It's the heart of it.”13:57 Embracing Diverse Donation Platforms for Nonprofit Survival17:37 Goal Setting for New Nonprofits: A Strategic Approach20:59 Madeline's Top Advice for New Nonprofit Leaders22:06 Connecting with Madeline McCoy and Closing Thoughts“If I had one piece of advice, it would be to stay connected to your mission in every aspect of your fundraising plan. Because your mission is not just your why, it's your most important and powerful tool for engagement, storytelling, and success.”To Connect with Madeline McCoy:WebsiteLinkedInTo Connect with Beyond the Donation Podcast:BTDPodcast | DonorDock LinkedIn |

In this episode of Beyond the Donation, host Matt Bitzegaio talks with Noah Barnett about the power of marketing in the nonprofit world.Noah shares his journey from being intrigued by the influence of marketing on consumer behavior to applying marketing strategies for mission-driven goals. He outlines the development of the 'Good Marketing Framework,' a tool designed to enhance marketing campaigns by focusing on understanding the target audience, cultivating connections, activating action, and learning from outcomes.Noah emphasizes the importance of viewing marketing as a crucial component of mission success and challenges the idea that marketing is merely overhead in nonprofits.The conversation includes insights on donor retention, acquisition, and the strategic role of marketing in driving growth and engagement within nonprofit organizations.00:00 Welcome to Beyond the Donation00:27 Introducing Noah Barnett: A Journey from Curiosity to Marketing Mastery04:34 The Power of  Nonprofit Marketing: Perspectives and Challenges14:50 Redefining Marketing Strategy: The Good Marketing FrameworkThe four steps in the framework:Identifying and understanding who within your community you're trying to reachCultivate connection through content and different channels of communicationActivate to action: What is the first “yes” you want your audience to chooseThe learning step: analyze your data and insights to make better decisions moving forward22:06 Goal Mapping and Audience Understanding: A Dual Approach23:50 The Power of Context and Intent in Marketing27:05 The Efficiency of Intention-Driven Marketing29:47 Embracing Data-Driven Marketing for Nonprofits33:04 The Importance of Experimentation in Marketing35:44 Advice for Nonprofit Leaders on Embracing Marketing39:44 Connecting with the Community Beyond DonationsTo Connect with Noah Barnett:Together4The Good Marketing Framework with Feathr To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio chats with Emily Taylor of teenyBIG, who specializes in helping nonprofits navigate through significant decisions and strategic growth. Emily discusses the importance of recognizing and addressing pivotal moments for nonprofits and shares her insights on decision-making, the impacts of such decisions on organizational growth, and strategies for moving forward confidently.She highlights the critical distinction between small and large decisions and offers a three-step process to help leaders tackle major choices. Emily's approach focuses on understanding the fears and barriers to decision-making, engaging with stakeholders, and crafting a detailed plan. The conversation also touches on the risks of overreliance on key individuals within organizations and advises on mitigating these issues. Emily's recommendations emphasize the importance of identity and brand for nonprofits in decision-making.00:00 Introduction to Beyond the Donation00:28 Meet Emily Taylor: Guiding Nonprofits Through Growth00:46 The Art of Decision-Making in Nonprofit Leadership02:13 Navigating Big Decisions with Strategic Insights07:56 Overcoming Decision Quicksand: Strategies for Nonprofits09:13 Empowering Nonprofit Leaders: Steps to Effective Decision Making12:19 Addressing Over-Reliance on Key Individuals in Nonprofits18:22 Final Advice and How to Connect with Emily TaylorTo Connect with Emily Taylor:LinkedIn | WebsiteTo Connect with Beyond the Donation Podcast:BTDPodcast | DonorDock LinkedIn |Matt LinkedIn

In this episode of Beyond the Donation, managing partner Ken Cerini of accounting firm Cerini and Associates discusses strategies for better fiscal management and the roles of board members in a strong nonprofit.Ken stresses the importance of implementing effective financial controls, maintaining open communication between board members and management, and conducting regular board meetings. He also emphasizes the significance of accurate budgeting based on monthly variations rather than a divided annual budget. Ken provides insights on potential minor tax exemptions and the risk of nonprofits losing their tax exemption status if not careful. He further explains the nuances and implications of the 501 (c)(3) tax exemption. Additionally, he shares advice to smaller organizations on attracting board members and adapting to changing technology trends for more effective accounting and record keeping.00:00 Introduction00:52 Ken Cerini Introduction01:38 The Importance of Creativity and Imagination in Accounting03:28 Breaking Down Nonprofit Taxes07:04 How to Keep your 501(c)(3) status09:50 The Role of Reporting in Nonprofits12:40 Understanding the Relationship Between Board Members and Budgeting“That budget is a super important tool, probably one of the most important control tools with respect to the fiscal operations of the organization.”15:55 The Importance of Using a Monthly Budget vs. an Annual Budget16:43 Building a Collaborative Relationship Between the Board and Management20:30 How to Attract Board Members22:31 The Impact of Technology on Nonprofit Accounting26:21 Conclusion and Contact InformationFree Resources:Board Guide https://online.flipbuilder.com/rmyw/wgtt/Trend Guide https://online.flipbuilder.com/rmyw/aoiw/index.html#p=1Fundraising Guide https://online.flipbuilder.com/rmyw/txie/To Connect with Ken Cerini:Website | KCerini@CeriniCPA.com | 631-582-1600 ex 203To Connect with Beyond the Donation Podcast:BTDPodcast | DonorDockLinkedIn | MattLinkedIn

In this episode of 'Beyond the Donation', host Matt Bitzegaio interviews Sam Fankuchen from Golden Volunteer. Their discussion brings light on the significance of volunteer contributions in nonprofit organizations and delves into the complexities of modern volunteer management. Sam underlines how genuine volunteer involvement amplifies the potential of a nonprofit, and can eventually convert volunteers into staff members or significant donors. He also highlights how Golden Volunteer's software helps manage qualifications, background checks, and other parameters for volunteers. Moreover, he discusses the future of volunteerism and how technology, such as AI, can lead to smoother, more effective experiences.00:05 Introduction to Beyond the Donation Podcast00:25 Meet the Guest: Sam Fankuchen from Golden Volunteer00:44 Understanding Golden Volunteer's Mission and Impact02:06 Sam's Journey into Social Entrepreneurship02:56 The Crucial Role of Volunteers in Nonprofits04:40 The Connection Between Volunteering and Donations09:21 The Challenges of Finding New Volunteers11:32 Ensuring Volunteer Qualifications and Safety13:35 Maintaining Engagement with Volunteers17:55 The Future of Volunteerism: AI and Technology Trends23:43 Advice for Nonprofit Leaders24:56 Learn More About Golden Volunteer26:20 Closing Remarks and Future EpisodesTo Connect with Sam at Golden Volunteer:Website | Instagram | XTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio chats with Jennifer Yarbrough, a veteran in the nonprofit sector with more than 30 years of experience.Jennifer shares key strategies on getting grant-ready from her three decades of experience in grant writing, fundraising, coaching, and mentoring. She discusses the significance of aligning the nonprofit's mission with the grant funder's objectives, the importance of impact measurement and evaluation, as well as the struggles nonprofits face locating and applying for relevant grants. Jennifer also highlights the value of persistence, networking, clear communication of mission, and relationship building in the funding realm. Lastly, she provides resources for finding grants and measuring impact.00:04 Introduction00:26 Getting to Know Jennifer Yarbrough02:19 Understanding the Basics of Grant Funding03:21 The Importance of Being Grant Ready04:24 Starting a Nonprofit and Seeking Grants06:14 Challenges and Strategies in Securing Grants07:44 Writing a Compelling Grant Application10:58 The Role of Relationship Building in Grant Funding12:50 Finding Relevant Grant Opportunities15:34 Measuring and Reporting Impact17:58 Final Advice and Connecting with Jennifer Yarbrough21:39 ConclusionResources:https://philanthropynewsdigest.org/https://grants.gov/https://grantstation.com/To Connect with Jennifer Yarbrough:Website TikTokLinkedInTo Connect with Beyond the Donation Podcast:BTDPodcast DonorDockLinkedIn MattLinkedIn

In the 'Beyond the Donation' podcast hosted by Matt Bitzegaio, he is joined by guest Sarah Suarez, a digital community strategist for nonprofits. They cover key strategies for nonprofits to enhance their fundraising activities by building digital communities, understanding audiences, and creating engaging content. Suarez provides practical recommendations for an effective social media presence, including frequency of posting, using scheduling tools, and turning followers into active supporters. Additionally, she emphasizes the importance of measuring social media engagement to ensure the strategies align with their organizational goals. Suarez encourages nonprofits not to neglect their digital community as it extends their reach beyond their immediate networks and can significantly amplify their impact.00:04 Introduction to Beyond the Donation00:26 Meet the Guest: Sarah Suarez01:46 Understanding Digital Communities02:57 Creating a Social Media Strategy04:08 Identifying and Engaging Your Target Audience06:32 Creating Engaging Content08:10 Posting Frequency and Tools for Scheduling10:15 Converting Social Media Followers into Supporters12:12 Measuring Social Media Success13:41 Final Advice and ConclusionTo Connect with Sarah Suarez:Instagram | WebsiteTo Connect with Beyond the Donation Podcast:BTD Podcast |DonorDock LinkedIn |Matt LinkedIn

In this episode of Beyond the Donation, host Matt Bitzegaio interviews Julia Devine from Devine Parker Consulting. Julia discusses her transition from a traditional nonprofit job to starting her own consulting business during the pandemic. She also outlines her firm's work which includes helping nonprofits create more meaningful donor journeys. Julia stresses the importance of understanding the donor's point of view, creating two-sided relationships that include recognition and relationship building, and leveraging technology. She also provides practical advice such as conducting regular informational interviews with stakeholders, testing and improving donation and engagement processes, and tracking key performance indicators. Julia concludes by highlighting new initiatives at Devine Parker, including an online course called Donor Flow Academy and a coming training program for nonprofit professionals considering a transition into consulting.00:24 Guest Introduction00:48 The Journey of Devine Parker Consulting02:51 The Evolution of Nonprofit Consulting04:38 Understanding Donor Journeys07:30 The Importance of Donor Data010:12 Effective Strategies for Building Donor Journeys13:06 Challenges in Creating Donor Journeys15:55“For donors, they don't have to give you their money. So, if you're just not streamlining and then cutting out those gaps and reducing the friction, you're going to miss so many opportunities to engage people who are already raising their hand saying, “Hey, I want to support you, but you're not letting me in.” 17:33 Measuring the Success of Donor Journeys20:28 Actionable Tips for Starting Donor Journeys24:31 Connecting with Divine Parker Consulting26:10 ConclusionResources:Donor Journey Map |Bundle Devine Parker and DonorDockTo Connect with Julia Devine:Instagram | Website | DonorFlow AcademyTo Connect with Beyond the Donation Podcast:BTD Podcast |DonorDock LinkedIn |Matt LinkedIn

In this episode of Beyond the Donation, Matt Bitzegaio talks to Tiffany Allen, founder and CEO of Boss on a Budget. They discuss the fundamentals of starting and funding a nonprofit. Allen shares her initial experiences of failures that led to the foundation of Boss on a Budget and shares critical factors to consider before starting a nonprofit, as well as crucial questions to ask, and the importance of having committed board members up front. They also discuss the importance of a strategic plan, a budget, a compelling ask, visibility, and leveraging social media and technology for startups. 00:24 Introduction and Guest Introduction 01:04 Tiffany Allen's Journey to Nonprofit Success 02:13 Key Questions to Ask Before Starting a Nonprofit 05:52 The Importance of a Strong Board and Clear Goals 08:07 Overcoming Challenges in Nonprofit Startup Phase 11:40 Effective Fundraising and Marketing Strategies for New Nonprofits 15:08 Leveraging Technology and Tools for Nonprofit Success 22:11 Final Advice for Nonprofit Leaders 23:37 Conclusion and Sign Off  To Connect with Tiffany Allen: Website | YouTube  To Connect with Beyond the Donation Podcast: BTD Podcast | DonorDock LinkedIn | Matt LinkedIn 

In this episode of Beyond the Donation, host Matt Bitzegaio has a conversation with Kat Lacefield, a veteran in the nonprofit sector, about the challenges of fundraising in nonhuman philanthropy. Kat shares her journey of diving into the nonprofit sector at a young age, volunteering and working for different organizations, and eventually specializing in fundraising. She discusses her growth in the field and the importance of donor management. Kat also discusses the concept of nonhuman philanthropy, which includes organizations focused on animals and the environment. She shares the distinct challenges they face and emphasizes the importance of story sharing for effective donor retention. [00:35] Introduction and Guest Background [00:44] Journey into Nonprofit Sector and Fundraising [03:15] Concept of Nonhuman Philanthropy [04:05] “At the end of the day, there's nothing that's really nonhuman because if we're supporting animals, we're also supporting humans. And for the environment, that's a very direct connection to be made with humans of if there's no environment to support us then there's no human societies and communities.” [04:46] “There is no such thing as nonhuman or human philanthropy. We're part of an ecosystem. Each part plays its role.” [05:06] Challenges in Storytelling for Nonhuman Causes [07:11] “How do we talk about the importance of protecting a river? Try to get people to realize when they themselves have appreciated a river - childhood memories, a lot of nostalgia stories, how we feel when we go out and spend time out in nature.” [11:11] Unique Challenges Animal and Environmental Nonprofits Face [15:50] Importance of Donor Segmentation and Retention [20:19] “People tend to not organize their databases very well. For shelters or animal organizations, it's thinking about all the connections that your donors have to your organization - a donor can also be an adopter or a foster family, a board member, or a volunteer. You really need to make sure that your list has as much information on this person as possible.”  [31:05] Advice for Nonprofit Leaders: Invest in your Fundraising and Development Strategy [32:48] Conclusion and Contact Information More about Kat Lacefield: Linkedin Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn 

What better way to start the year than with our own "Best Of" episode, featuring the best guests and advice from 2023!Enjoy this great recap of our first 22 episodes. Featured guests: Episode 2- Anna Larson Episode 3- John FisherEpisode 6- Rachel CardwellEpisode 7-Patrick KirbyEpisode 8- Maddie CraigEpisode 10- Rob BurkeEpisode 12- Sami Bedell-MulhernEpisode 13- Steve JohnsEpisode 16- Austin HattoxEpisode 18- Briana RulomaTo Connect with Beyond the Donation Podcast:  BTD Podcast  DonorDock LinkedIn  Matt LinkedIn  

What better way to close out the calendar year than with a special, insider-edition episode of our Beyond The Donation podcast? DonorDock co-founders, Matt Bitzegaio and Andrew Lutgen, sat in the hotseat for this episode while Val Kleppen filled in as guest-host. Val tried to get to the nitty-gritty of the history (and future) of DonorDock from the perspective of the very people who got it off the ground. Listen in to this personable, from-the-heart conversation with Matt and Andrew, and comment to share what you learned from this episode that you didn't know before! To Connect with Beyond the Donation Podcast:  BTD Podcast  DonorDock LinkedIn  Matt LinkedIn  

Our Guest: Julie Boll, Founder of Julie Boll Consulting About Julie: Julie is a licensed facilitator with Dare to Lead and has been in the nonprofit sector for over two decades. She built her career as a grant professional, and eventually started her consulting company in an effort to partner with NPOs to spot them in grant work. This led to her digging deeper in assisting nonprofits with capturing their vision and pursuing the Dare to Lead path. [5:00] The importance of vulnerability in leadership development  [6:37] “We call it courage building, so when I have a tagline, it's ‘Helping people live and lead more courageously.' So that means being okay with vulnerability, recognizing your shame triggers, knowing what your values are, and knowing when they've been compromised.” - Julie Boll [7:26] Building a healthy culture  [10:18] Organizational values [14:11] The process and inclusion of defining values [18:24] Value-Based decision making (for leaders, especially)  [24:18] Courage to influence positive change  [26:00] Parting advice for leaders  More About Julie:  LinkedIn        |         Website To Connect with Beyond the Donation Podcast:  BTD Podcast  DonorDock LinkedIn  Matt LinkedIn  

Our Guest: Chris Barlow, Founder of Beeline (Marketing for Nonprofits)  About Chris: Chris started Beeline in 2015 and is happy to have found his niche in the marketing world of nonprofits. He knew he wanted his work to be impactful, and after helping one nonprofit, the snowball effect of helping others led him to where he is today. [2:40] Google Ad Grants defined  [5:20] Relevance of keywords  [7:25] Common challenges NPOs face in Google Ads   [11:15] Overcoming Google Ad Grant challenges “If you're offering people something they're looking for, and it gives them a reason to subscribe, now they're suddenly on your email list and you can start building a relationship with them, doing that donor nurturing.” - Chris Barlow (13:57) [15:44] How Beeline helps nonprofits improve web traffic   [19:40] Digital marketing & Google Ad Grants  [23:08] Creative success story More About Chris: LinkedIn        |         Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Kelsey Buell, Founder, You Flourish Company About Kelsey: From a career in recruiting to one in nonprofits, Kelsey found her niche in coaching people in connecting, reflecting, and prospering in life and business. She founded You Flourish Company to help individuals and corporate teams do just that. [2:00] Defining burnout, how it differs from stress  [4:35] “I think the moment we start noticing our behavior is changing a little bit, that might be a sign we're on this track to burnout.” - Kelsey Buell[5:26] Difference between burnout and depression   [6:18] 4 Pillars of Burnout [7:05] Common threads of burnout in nonprofit space  [9:30] SW, SW, SW, SW, Next - Formula [11:40] Creating a healthy, fulfilling work life  [15:20] What to do if you reach the point of burnout   [17:48] The effect(s) of Covid on burnout in work  [21:42] Goal segmentation importance in preventing burnout   [22:50] Resources  FREE GUIDE - Top 10 Ways to Prevent Burnout Burnout: The Secret to Unlocking the Stress Cycle Essentialism Women's Goal Setting Summit - January 12th 2024  More About Kelsey: LinkedIn        |         Website To Connect with Beyond the Donation Podcast: BTD Podcast    DonorDock LinkedIn   Matt LinkedIn

Our Guest: Brianna Ruloma, Community Boost About Brianna: Passionate about making connections with other people, Brianna has been involved in nonprofit work most of her life. Ending up in marketing came as a surprise but has been a role she has embraced and grown in, enthusiastically helping NPOs using the accelerator program.  [2:40] Community Boost event involvement [3:25] Accelerator Program  [5:00] Biggest hurdles in nonprofit marketing strategies [7:27] "MUST” low hanging fruit for NPOs to utilize [8:50] Google Ad Grants [12:00] Measuring Marketing ROI [14:16] Data Tools & A/B Testing  [16:02] Supporter Journey Map [19:25] Encouragement for you! More About Brianna: LinkedIn        |         PDF: 1 Person Marketing To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Ryan Goodman, Entrepreneur/Philanthropist/Investor About Ryan: Ryan is an accomplished businessman, active serving on various boards and involved in the philanthropic space. He considers himself a “serial entrepreneur”, with a wide range of business and investing experience. Outside of his career involvement, he serves on various boards, volunteers, and invests his time in his community. [4:00] Why Ryan believes in DonorDock  [6:29] Focus in an organization from a board member's perspective  [9:30] How board members can increase an organization's impact [12:00] Be and stay informed [13:35] “When you're signing up to be on a board, you're a part of that leadership team. You have a responsibility to be able to represent that organization well.”  - Ryan Goodman[13:50] When Executive Directors Transition  [16:02] Donor Advised Funds  [20:28] Endowment Funds [24:00] Ryan's advice for engaging with organizations  More About Ryan: LinkedIn   To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Austin Hattox, Pixel Lighthouse founder About Austin: Through his company, Austin helps nonprofits create maximum impact with their website. Handling design, messaging, and programming, they help nonprofits put their websites to use for community engagement and implement their impact strategy. [2:13] Challenges NPOs face in website messaging [4:10] Process of determining best site strategy for a nonprofit  [5:58] Website Visibility vs. Social Presence Visibility  [7:15] Austin's journey from for-profit to nonprofit work [8:25] Retargeting practice [9:05] Priorities of NPO website work  [10:25] AI use for nonprofit ideation (& emojis!)  [11:35] Tips or best practices for organization story communication [14:03] For-profit and nonprofit differences [16:10] Pixel Lighthouse standard working partnerships [17:05] Value for nonprofits to deploy an engaging website [18:20] Package or Custom approach to website development [20:00] Tips for website improvement you can implement today More About Austin: LinkedIn          Pixel Lighthouse             Mistakes Guide To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn 

Our Guest: Pat Duffy, Co-Founder of The Giving Block About Pat: Pat's background wound around an unconventional path to get him where he is today, co-founder of The Giving Block and working heavily with cryptocurrency. The Giving Block sets up nonprofits to take non-cash (cryptocurrency) donations in real time. They also help NPOs actively fundraise in a cryptocurrency market. (2:08) Introduction to/about cryptocurrency (4:19) Differentiating between types of cryptocurrencies (6:00) Navigating volatility (“The volatility fear, is – to nonprofits – an illusion.” - Pat Duffy) (8:54) The Giving Block process summed up (10:45 Security aspect of cryptocurrency donations “If you're willing to accept dollars, you're willing to accept a lot more risk than accepting something like Bitcoin.” - Pat Duffy (14:35) [14:50] The value in NPOs receiving cryptocurrency donations (The average gift size for cryptocurrency donations is $6,500.)[18:00] Noncash donations other than cryptocurrency [22:30] How The Giving Block is Insulating nonprofits from complexity of noncash donation receiving  [25:55] Pricing models More About Pat: LinkedIn                The Giving Block Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn

Our Guest: Julie Peterson Klein, Chief of Staff, EVP, Chief Culture Officer of Bell Bank About Pay It Forward: Julie has been at Bell Bank for 24 years and shares her favorite part of her job is coordinating the PIF program. The PIF program started in 2008 and continues to this day. Each year, full-time employees are given $1,000 and part-time employees are given $500 to donate to a cause or nonprofit organization(s) of their choice. Bell has 2,000 employees in over 18 states who participate inthis program.(1:15) Introduction to and explanation of the Pay It Forward program(2:45) Leadership and employee commitment to the program “This year [2023] we're celebrating 15 years and over $26,000,000 in giving.” – Julie Peterson Klein(3:25) How the program came into existence at Bell (5:18) Is there a favorite PIF story? (7:18) Does employee growth translate to enthusiasm growth?“It's really purpose over paycheck. People want to come to work, come to a company, where they have a purpose and this Pay it Forward program has completely helped us with that.” – Julie Peterson Klein[10:50] Advice for nonprofits finding/vetting board members[13:35] Building relationships with corporate sponsors More About Julie: LinkedIn Pay It ForwardTo Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn

Our Guest: Steve Johns, CEO of OneCause & Author of Fearless: Leadership Lessons at the Crossroads About Steve: In 2014, Steve moved to Indianapolis from Chicago, taking his 30+ years of financial management experience with him to join OneCause as their CEO. He enjoys his work and his family, especially as a new grandfather! (2:40) The book Fearless: Leadership Lessons at the Crossroads based on the experience of leading OneCause through the Covid19 pandemic (6:27) Leadership transparency & vulnerability “It's almost like a paradox because people consider vulnerabilities sometimes to be a weakness, and I think that it really starts from a position of strength. You have to be strong enough to admit you don't have all the answers.” - Steve Johns (9:50) Functioning in pandemic-pivots (13:40) Confidence amid chaos (15:15) OneCause, Nonprofits, and Donors overcoming together [16:38] Fundraising changes, evolution, and results from the pandemic [21:00] OneCause & DonorDock Integration The benefits & importance of data [25:00] Innovation emphasized Steve's Golden Nugget: We have to tackle the donor retention issue, utilizing the golden rule. Be timely. Be responsive. Build relationship.   More About Steve: LinkedIn     Website     Leadership Book     Raise Conference To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Sami Bedell-Mulhern, Founder of The First Click About Sami: Sami has been involved with the nonprofit space since 2006. She found her niche role helping small to medium-sized nonprofits with their digital marketing with her consulting. She loves helping organizations share their stories in a more impactful way. (3:30) The big mistake nonprofits make in their digital marketing (4:45) Nonprofits making an impactful web presence “Use your website to speak to the motivations of why the donors give... Speaking to the motivation of the visitor is critical.” - Sami Bedell-Mulhern (6:00) Tying your goals into your digital marketing strategy (7:01) The process of planning a website presence for an NPO (10:23) How to make your mission stand out  “Understand you do what you do in a way that is uniquely you, that that's okay, and you're running your own race.” - Sami Bedell-Mulhern [14:29] Where Sami recommends you start [14:43] NPOs & social media [16:21] Relationship among digital presence channels                  Canva for Nonprofits [18:49] Social media and donor retention [21:03] Dissecting the “promo kit” [23:23] Other ways NPOs can successfully market without a large team or budget More About Sami Bedell-Mulhern: LinkedIn             Digital Marketing Therapy Podcast               Website To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Dave Norris, CEO of ProofPact About Dave: Dave is a former digital agency owner who found himself eventually working exclusively with nonprofits. It was then he recognized the importance of social proof and storytelling for nonprofits, with the result being the creation of ProofPact. (2:00) Common theme in struggles of nonprofit storytelling (3:06) Storytelling across multiple platforms “Lift up your community and be inclusive of your community, and when you do that, you are essentially creating content they're going to want to share and socialize themselves to. Opening that door is really powerful.” - Dave Norris (5:25) Platforms/mediums with the best results (7:57) Mastadon, a decentralized social network (9:10) Measuring effectiveness of story marketing [12:15] AI's potential for helping nonprofits [15:25] AI & Post-donation follow-up [18:00] Effectiveness of AI with users [19:25] Concerns with/about AI Dave's Pro Tip: Don't be afraid to lean on your community. Don't be afraid to ask them for things (donations, sure) and ask them for their story.  More About Dave Norris: LinkedIn            ProofPact          BoldCrow To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Rob Burke, CMO of DonorDock About Rob: Rob is the Chief Marketing Officer of DonorDock, having spent the last two decades in the marketing world. He developed a passion for photography and video at an early age, which spurred his entrepreneurial venture using storytelling and helping companies share their vision. (1:45) How nonprofits can leverage video for storytelling (2:05) "If you are talking about yourself, it's probably not the story. If you're talking about the impact you're making, the impact your customers are making, or the impact your community is making, that's the story you should be telling.” - Rob Burke (2:35) Budgeting for quantity and quality of video storytelling (4:28) Other ways to share the story (5:28) Determining and prioritizing where to air content [7:55] Donor Engagement Ebook [9:50] AI & Storytelling Rob's Pro Tip: With storytelling effectively, every story has a binary action – a positive and a negative. If you can change from that in your story, that's what you need to care about. [16:38] Wrap-up point on importance of demographics of your donor base  More About Rob Burke: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Chris Larkin, Director of Development – San Diego State University About Chris: Chris is the Director of Development for San Diego State University covering Engineering, Business, and Athletics. Chris' career has taken him along a journey from the private sector to business owner to major gift fundraising. As an alum of SDSU Chris is honored to finish his career at the place where it all started. (2:45) University Fundraising Team Structure (5:33) "I still celebrate each gift whether they give ten dollars or ten million. The act of giving is noble, and it's acknowledging the act. That's what it's all about.” - Chris Larkin (5:45) Difference in Higher Ed Fundraising  (7:02) “Activity equals revenue. Keep that pipeline moving and things continue to happen.” - Chris Larkin (11:20) Discernment in allocating funds (12:00) “[Donor] Relationships have collapsed because expectations weren't met, because the intent was separated from the reality.” - Chris Larkin (13:50) Systems, Automation, and Manual Intention (15:30) Importance of Data in Relationship Management (16:17) Biggest Challenge(s) (18:00) Advice for Nonprofit Relationship Strategies Chris' Pro Tip: Building trust is so essential. Pick good staff and hang on to them, so those relationships can be built, and can last.  More About Chris Larkin & San Diego State University: Website         LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Maddie Craig, Founder of Blue Cypher Bookkeeping About Blue Cypher Bookkeeping: Based in Fargo, ND, Blue Cypher Bookkeeping has a client roster from across the United States. From Maddie's experience as a grant manager at a private foundation, she realized the need nonprofits had to organize their data and accounts record keeping and built her company around supporting that need. (2:13) Customer Snapshot (3:30) New Nonprofit Advice Golden BTD Nugget: “Surround yourself with the right people and the right resources that can help you... so you can run your organization the correct way.” - Maddie Craig (6:28) Tools for Nonprofit account recordkeeping  (8:28) Accounting software security (11:11) Differentiating NPO tools (13:54) Fund Accounting Maddie's Pro Tip: “Start saving digital files.” Scanned receipts, bank statements, etc. using cloud-based software makes it easier to find documents you need when you need them.  More About Blue Cypher Bookkeeping: Website         Facebook        LinkedIn More About Maddie Craig: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Patrick Kirby, Founder of Do Good Better Consulting About Do Good Better Consulting: Patrick started Do Good Better as “a firm that helps nonprofits suck less at fundraising”, and he means that “with the most adoration”. The basics-of-the-basics is what Patrick loves helping NPOs master. Consulting, podcast, events, and Do Good YOUniversity are all plates Patrick is keeping spinning currently. (4:00) Five Day Fundraising Framework (7:25) "The last thing people remember is that handwritten thank you note.” - Patrick Kirby (9:30) “I have never, in the 20 years that I have been doing fundraising, never been punched in the face for calling to say ‘hi' or ‘thank you', and I've also never been punched in the face for asking for money.”  - Patrick Kirby (10:10) How to stay top-of-mind with your donors (11:00) A great question for donors (13:25) Do Good YOUniversity (18:40) Do Good Better on the road (22:15) Consulting Patrick's Pro Tip: “Pick up the damn phone.”  Golden BTD Nugget: The power of picking up the phone and to convey your enthusiasm and gratitude with your voice is hard to throw off. Patrick's Bonus Tip: Don't wait until the end of the year to call people to say thank you. More About Do Good Better Consulting: Website         Facebook        LinkedIn More About Patrick Kirby: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest: Rachel Cardwell, Executive Director, Friends of the Children Central Oregon About Friends of the Children Central Oregon: While FOTC has been around for about 30 years, with the original chapter being founded in Portland, OR, Rachel has been with FOTCCO for the last five years. She is leading this chapter in the journey of it growing from startup mode to something more stable. Friends of the Children Central Oregon serves three counties and focuses on amplifying the voice of the children it serves in their various communities. (3:20) Explanation of the Model and function of FOTC (5:30) Only professional mentoring program currently in the country.  (11:30) Managing the pandemic (12:30) Moved into a virtual mentoring space, incorporating caregiver and parent outreach  (14:40) Philanthropic Windfall from MacKenzie Scott Foundation (14:58) “That may have been the best day of my professional career!” Golden BTD Nugget (18:52):  “Right after that feeling of relief came the weight of responsibility that we had to invest these dollars in ways that would make the biggest impact for youth in our region.” (22:00) Challenges FOTC OR is facing (25:30) More about working with private foundations Rachel's Pro Tip: The most successful tool is in story-telling. The way you tell your story has to be compelling. Find the best story-teller on your team, and allow your donors to feel the part they play in your organization's impact. More About Friends of the Children Central Oregon: Facebook        Twitter        LinkedIn        Instagram        Website More about Rachel Cardwell: Contact      LinkedIn More About Beyond the Donation: BTD Podcast     DonorDock LinkedIn     Matt on LinkedIn 

Our Guest: Eddie Allen, Founder/CEO/Lead Guide of Pacific Northwest Fundraising. About Pacific Northwest Fundraising: After going through leadership training, Eddie landed on two main things. 1) he wanted to be involved with social services, and 2) be an advocate. This led to him pursuing a Development Director position with a nonprofit, then into founding PNW Fundraising. They specialize in what they call “Infrastructure Fundraising”.  (6:00) Foundational operation strategy of PNW Fundraising “No database, no donor development” - Eddie Allen (7:50) Navigating stigma against “spend money to make money” (13:37) Organization Evaluation & Giving Plan (15:44) “Even with what we named our podcast, ‘Beyond the Donation', so much of fundraising happens after that donation.” - Matt Bitzegaio “Good relationship building is a key to good fundraising.” - Matt Bitzegaio (20:10) How PNW Develops Strategy E-book on Donor Engagement Golden BTD Nugget: (Regarding donor engagement) “You can still have a cup of coffee via Zoom.” - Eddie Allen 28:00 PNW Fundraising's reach across the nation Eddie's Pro Tip: In thinking of potential economic downturn in 2023, plan to communicate with more mid-level donors. Also, have a low-cost entry level donation point in your organization to grow your donor base right now. More About PNW Fundraising: Facebook        LinkedIn        Website     How PNWF benefits nonprofits More About Eddie Allen: Contact        LinkedIn More About Beyond the Donation: BTD Podcast DonorDock LinkedIn Matt on LinkedIn 

Our Guest: Grace Green, Partnership Success Specialist from Double the Donation About Double the Donation: Grace works with partners to establish meaningful technology providers to make matching gift automation a seamless process for organizations looking to take advantage of an existing resource that often goes underutilized. DTD is the leading provider for nonprofits raising more from corporate matching gift programs and volunteer grant programs, using 360 MatchPro. (2:20) Matching Gift Program 101 (4:19) How Corporate Matching is a Win-Win (5:35) Number of Companies on Record for Matching Employee Gifts (7:48) Types of Charities Implementing Matching Gifts (8:52) How to Get Started with Matching Gifts (11:07) How Money Comes in to Your Organization (13:04) Double the Donation Resources Available (16:13) Integrations with DTD (21:00) Bringing it All Home – Killer tip from Grace! Golden BTD Nugget: A great tip for someone who is looking to get started with matching gift programs in general, is just start asking donors where they work. “If you don't ask, you don't get. If you don't ask, you don't know.” - Grace Green Grace's Pro Tip: Especially toward year-end, remember to go back through the year and look at other donations made that could possibly be eligible for a matching gift, if the donor is able to go back and submit to their employer. This is also another way to connect with donors and keep them engaged and up to date with your mission! More about Double the Donation: Website        LinkedIn         360 MatchPro More About Grace Green: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast       DonorDock LinkedIn        Matt on LinkedIn 

Our Guest: John Fisher, Executive Director of Friends of the Children Fargo/Moorhead. About Friends of the Children Fargo/Moorhead: Founded in 2019 in Fargo/Moorhead. Serve children that are facing some of life's biggest obstacles, by partnering them with adult mentors, or “Friends”.  (3:00) Plans for Staff in Fargo/Moorhead (4:34) Founding of FOTC FM Chapter (10:00) Strategy for Securing Funding (13:19) “I always use the word ‘team', not ‘family'. Because we're not a family. We're a team, and I am unapologetic about that. I don't fire family; I don't hire family. I do hire and fire a team.” - John Fisher (14:50) Autonomy in a Chapter (19:07) Chapter Individuality (20:35) Pros and Cons of a National Organization Umbrella (22:35) Advice for Those in Similar Situations Golden BTD Nugget: Be a person of integrity and trust. Also, when you're coming behind a founder, look under the hood. Make sure the organization you're signing up to run aligns with your values. Look at the fine print, and know what you're getting into. (26:45) Leading Philosophy (28:42) The Importance of a Good Development Hire (32:58) Brunch Event Insight (31:13) Lessons Learned from Primary Fundraising Events (39:00) Camaraderie in National Organizations John's Pro Tip: It's all about relationships. It's looking past what the person can do for you and looking to who they are, and wanting to connect with them on that level.  More About Friends Fargo/Moorhead: Website        Instagram        Facebook        LinkedIn More About John Fisher: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn 

Our Guest:  Anna Larson, Development & Communications director at CCRI  About CCRI:  CCRI provides services for people with disabilities, using five different programs that currently support 450 people who need assistance. CCRI has 550 team members, 475 of whom are direct care caregivers, with 75 case managers and administrative staff. Fundraising team is four of those administrative team members, none of whom are able to be dedicated to fundraising full time. (3:57) Tablescapes Event: Equivalent to a "gala" event, but less formal. (10:55) Post Event Process following TablescapesOneCause Fundraising (15:40) Economical [Inflation] Impacts & Budget Planning Process (19:00) How to not oversaturate donors  Golden BTD Nugget: Find what works and what donors respond best to. Find what is most successful and focus on that rather than focusing on every available fundraising opportunity.  “We pick and choose what is the most successful for us and what hasn't been as much so we're not spending all our time and effort on something that isn't going to be very fruitful.” - Anna Larson “Keeping good data and being good stewards of data is really important for modern nonprofits.” - Matt Bitzegaio Anna's Pro Tip: A personal touch is so very important. Picking up the phone to call, thank, and update donors, inviting donors to see the impact of their donation, and keeping them informed by utilizing personal contact with individualized interaction is key.More About CCRI:FacebookTwitterLinkedInInstagramMore About Anna Larson: LinkedInTwitterTo Connect With Beyond The Donation Podcast:DonorDock on FB        DonorDock on LinkedIn        DonorDock on Twitter        Matt on LinkedIn