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In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Hava Goldberg, Director of Corporate and Major Giving for Habitat for Humanity Canada, and discusses what motivates fundraisers to stay with nonprofit organizations. Goldberg, who recently celebrated her seven-year anniversary at Habitat, shares her reflections on retention and what organizations can do to foster long-term commitment among their fundraisers. She emphasizes that while passion for the cause is important, it's the organization's culture, leadership, and environment that truly encourage fundraisers to remain. Goldberg highlights key organizational factors that impact fundraiser retention, beginning with values alignment. She explains that fundraisers are more likely to stay when they feel connected to the organization's values and play a role in shaping them. A positive work culture, where values are lived out at all levels of the organization, is equally essential. Moreover, fundraisers need autonomy to succeed—trusting fundraisers to lead, make decisions, and pursue professional growth creates a more fulfilling and productive work environment. Drawing parallels between donor relations and fundraiser relations, Goldberg notes the importance of investing in fundraiser retention in the same way organizations focus on donor retention. Losing a key fundraiser can be just as costly, if not more so, than losing a major donor. Building deep, meaningful relationships with fundraisers, where both sides feel valued and supported, can lead to long-term success for both the individual and the nonprofit. Goldberg offers advice for CEOs and boards: trust your fundraisers, provide them with the tools they need, and resist the urge to micromanage. When fundraisers feel empowered and supported, they're more likely to thrive and meet key performance indicators, leading to stronger results for the organization. Balancing quantitative goals with the qualitative aspects of relationship-building is key to long-term success.
In this episode, we are joined by Kelsey Tyler from Second Harvest Heartland. Kelsey is the Development Officer for Gift Planning at one of the nation's largest hunger relief organizations. She is moving into this role from Major Giving and is now creating and expanding their work in Planned Giving. Her time in the non-profit industry has included everything from large higher education development departments to smaller teams where they are just beginning their formal planned giving journey. Join Legacy of Generosity podcast host, Ali Schneider, as they talk about Kelsey's unique perspective on donor relationships and shares how she is going to use her experience to build a successful planned giving program.
We sat down with philanthropy coach Hannah Berger to discuss how to take your donors to the next level of engagement through events. Hannah brings 20 years of progressive experience and fundraising success to her consulting and coaching practice. Hannah enjoys creating and facilitating "big Aha!" learning opportunities for fundraising professionals and nonprofit executive leaders. Hannah shares her expertise in building relationships with donors and turning one-time event attendees into lifelong supporters. To learn more about upcoming teaching engagements and coaching services, visit ThePhilanthropyCoach.com. Let Handbid help you raise more money at your next event! Visit handbid.com/talk-to-us to learn more.
When you have a thriving monthly giving program you aren't just building in financial sustainability for your organization, you're also increasing the number of people you can have conversations with for other opportunities. So what do you do with all these contacts? Patrick Kirby is here to share all the amazing ways you can create deeper relationships with your monthly donors. What you'll learn: → why a monthly giving program is a good idea. → how to start conversations with monthly donors. → why you shouldn't be afraid to ask. → leveraging your CRM to help you. → getting your board members involved. Want to skip ahead? Here are key takeaways: [11:05] Who should you start conversations with? Start with those that have given the longest or have given the most number of times. These people are primed and more likely to have a conversation with you about legacy or major gifts. Focus more on longevity vs total gifts. [20:13] Consistency and clarity matter in your messaging. Don't be afraid to say the same stories, to reach out over and over, and to show up via different communication tools. People aren't paying attention and need to see your messaging over and over again to connect and take action. [23:39] Leverage your CRM. Put in reminders so that you automatically know when to follow up with people. Then personalize the conversation by sharing their unique impact! Use their donor-versary or other milestones as an excuse to reach out and say thank you! Always make them the hero. [28:54] Your board members can support you in reaching out. This does a couple of things. #1 it allows them to share their impact and #2 it allows them to hear more stories from donors. Both will create deeper connections. [32:26] Patrick's quick hit list. Identify who has given to you the longest. Figure out how many you can reasonably connect with weekly and who is doing the reach out. Write down questions that you want answers to. Rinse and repeat. Resources EP 94 | Starting Conversations with Patrick Kirby EP 123 | Giving Tuesday with Patrick Kirby Connect with us: The First Click LinkedIn Watch on YouTube: https://youtube.com/ Download our guide - 9 Ways for Non-Profits to Raise More Money Online
In this episode of the Impostor Syndrome Files, we talk about the unfortunate prevalence of inappropriate behavior in the workplace. When this happens to us, we're often blindsided and unprepared for how to best respond. It can lead us to doubt ourselves and second-guess our own behavior. And even our organizations may not be prepared to adequately address the problem. My guests this week, Wesley Ellison Stewart and Jamie Hays Szelc, founders of JWS Empowerment Solutions, share their personal stories of sexual harassment in the workplace and how their experiences led them to start a consulting business focused on empowering individuals and organizations to more effectively address inappropriate behavior in higher education fundraising and beyond. About My GuestsWesley Ellison StewartWesley E. Stewart is the Associate Vice President for Major Giving & Athletics Advancement at Boston College. In her tenure, she has led the regional, parent, and athletics advancement teams to breakout years, envisioning and executing on complex organizational change that implements best practices and positions BC to be ambitious in its next campaign. Her leadership in this role has had a direct impact on the past three record breaking years at BC. She also serves as the University Advancement liaison to the Office of Student Affairs & Capital Planning. She was promoted into this role from previously serving as Associate Vice President for Major Giving and Senior Associate Athletics Director for Development.Jamie Hays SzelcJamie Hays Szelc is co-founder of JWS Empowerment Solutions, alongside her business partner, Wesley Ellison Stewart. Jamie also works for PILYTIX, an Austin-based AI Tech company dedicated to implementing technological solutions designed to generate revenue, save time, and reduce costs for universities, and sports & entertainment organizations. There, Jamie serves as Director of Business Development for their fundraising unit.Jamie has vast development experience and leadership roles in Higher Ed that spans nearly 20 years. Prior to her role at PILYTIX, Jamie served as Associate Athletics Director for Development at the University of Kansas. ~Connect with Wesley & Jamie:Website: www.jwsempowerment.comLinkedIn: https://www.linkedin.com/company/jws-empowerment-solutions/Twitter: @JWSEmpowerment ~Connect with Kim and The Impostor Syndrome Files:Join the free Impostor Syndrome Challenge:https://yourcareersuccess.com/impostor-syndrome-challenge/ Learn more about the Leading Humans discussion group:https://yourcareersuccess.com/leading-humans-discussion-group/Join the Slack channel to learn from, connect with and support other professionals: https://forms.gle/Ts4Vg4Nx4HDnTVUC6 Join the Facebook group:https://www.facebook.com/groups/leadinghumansSchedule time to speak with Kim Meninger directly about your questions/challenges: https://bookme.name/ExecCareer/strategy-session Connect on LinkedIn:https://www.linkedin.com/in/kimmeninger/ Websites:https://yourcareersuccess.comhttps://impostorsyndromefiles.com
Two giving opportunities in November--the Nov. 5-6 Triennial National Collection and the Nov. 19 Annual Benefit--provide the faithful with direct ways to support the Archdiocese for the Military Services, USA (AMS), and those she serves. In this edition of Catholic Military Life, the only official podcast of the AMS, Ms. Mary Lavin, Excutive Director of Major Giving and Planned Giving, shares why your private gift is so important.
Bands in the Sand is back in person this year and the date is June 11th. Once again, along with Founding Sponsor, Boatyard Bar & Grill, Annapolis Subaru returns again as the Title Sponsor. Each summer a sell-out crowd gathers on the beach, parks their chairs, kicks off their shoes, and supports the CBF at Bands in the Sand. With live music, local cuisine, and cold drinks, this fundraiser is the best party of the summer and supports CBF's vital mission to save the Bay. Since 2006, this event has raised more than $3.54 million toward saving the Bay. Today, we sit down with Billy Stadtler, the General Manager of Annapolis Subaru, and John Rodenhausen, the Director of Major Giving at the Chesapeake Bay Foundation (CBF) to talk about the event. From when it is, to when you can get your tickets and yes, who will be headlining this year! Tickets will be available to purchase at 9:00 am: April 1, 2022 for VIP and Committee Members May 2, 2022 for General Admission As to the entertainment, of course, Misspent Youth will take the stage as always. They will be joined by Swamp Donkeythis year, and the headliner.... G. Love & Special Sauce! Wanna hear more? Have a listen: Mark your calendars and get ready to celebrate the Chesapeake Bay on June 11, 2022! We hope to see you on the beach this summer, singing, dancing, and saving the Bay!
Eddie is joined by this month's industry icon, Rebecca Locke, Executive Director, Gift Planning for the American Red Cross, a role she's held for 22 years. In this 8.5 minute podcast, Rebecca shares: What she's learned from donors; How to serve both your donors and the mission you're trying to fund; What pressure to take off yourself when fundraising; And, Eddie shares a great response to use when you're asked a question you don't know the answer to!
Eddie sits down with Cindy Atmar, Executive Director of Trusts, Estate and Gift Planning, at The University of Texas MD Anderson Cancer Center, the largest cancer center in the United States. In this 9-minute podcast, Cindy shares: A perfect reminder as we approach year-end on what to keep at the forefront of your donor giving goals; What she wishes she would have learned early on in her career; and, What bit of advice she would give someone who's beginning their career.
Join us as Eddie sits down with Art Ochoa, Senior Vice President, Advancement, Chief Advancement Officer, at Cedars-Sinai. In this 9-minute podcast, Art shares: What aspect(s) of your job description to focus on to be successful and receive promotions; A caution, and encouragement, for individuals who are ambitious and creative; What trap not to fall into to maximize donor gift potential.
We're delighted to talk with Laurie Kelley this week from Providence, a large health care provider across seven western states. In this 7-minute podcast, Laurie shares: Where she finds the bigger dollars, and ultimately donors who want to stay with the organization through the years; Where to give yourself grace; How to open the giving doors among reluctant donors; And, how to be a better person and leader by making these kinds of "waves."
Eddie talks with Randy Varju from west coast healthcare system AdovcateAurora Health. Randy jam-packs a multitude of invaluable wisdom in this 12-minute podcast, such as: The true purpose behind philanthropy, beyond metrics and dollar raised; The danger, and lesson learned, in focusing too much on metrics; How to look at data and make meaningful changes; What success looks like in a philanthropic shop of their size; Not to underestimate the reluctance that others have around joining solicitation calls and how to overcome it; Defending philanthropy in different ways depending on your audience; and, so much more!
Question #17: How do you intentionally engage with those who are providing Major Gift support?
Lindsay Voltz, the Sr. Director of Major Gifts at the Diabetes Research Institute Foundation (DRIF), joins The Responsive Fundraising Podcast to discuss donor stewardship strategies and what today's donor is looking for from fundraisers. During the discussion we unpack what's top of mind for today's philanthropist, how you navigate the balance between what a donor desires to do with your nonprofit's mission, and the importance of improv within fundraising. Lindsay Voltz, CFRE currently serves as Senior Director, Major Gifts at the Diabetes Research Institute Foundation (DRIF) overseeing a team of frontline major gift fundraisers and DRIF's expansion to a regional major gift model. Prior to joining DRIF, Lindsay was the Director of Major Giving, Southeast at the Parkinson's Foundation. While with the Parkinson's Foundation, Lindsay led major gift efforts for the southeast region of the U.S. and built a robust pipeline of major donors across nine states. Lindsay has been in the nonprofit sector for more than thirteen years, with a focus on development and major gift fundraising for the majority of her career. Prior to her role at the Parkinson's Foundation, Lindsay raised crucial funds for cancer research for Moffitt Cancer Center. Lindsay held a number of roles while at Moffitt, including as a Development Officer building a midlevel giving program, Associate Director of Principal Gifts during which time she secured multiple six and seven-figure gifts and as Director of Corporate and Foundation Relations overseeing the CFR program. Lindsay began her nonprofit career with Obesity Action Coalition, a national patient advocacy organization, where she initially served as Marketing Manager, followed by her role as Director of Development and Engagement Initiatives. https://www.linkedin.com/in/lindsayvoltz https://www.diabetesresearch.org/
Lindsay Voltz, the Sr. Director of Major Gifts at the Diabetes Research Institute Foundation (DRIF), joins The Responsive Fundraising Podcast to discuss donor stewardship strategies and what today's donor is looking for from fundraisers. During the discussion we unpack what's top of mind for today's philanthropist, how you navigate the balance between what a donor desires to do with your nonprofit's mission, and the importance of improv within fundraising. Lindsay Voltz, CFRE currently serves as Senior Director, Major Gifts at the Diabetes Research Institute Foundation (DRIF) overseeing a team of frontline major gift fundraisers and DRIF’s expansion to a regional major gift model. Prior to joining DRIF, Lindsay was the Director of Major Giving, Southeast at the Parkinson’s Foundation. While with the Parkinson’s Foundation, Lindsay led major gift efforts for the southeast region of the U.S. and built a robust pipeline of major donors across nine states. Lindsay has been in the nonprofit sector for more than thirteen years, with a focus on development and major gift fundraising for the majority of her career. Prior to her role at the Parkinson’s Foundation, Lindsay raised crucial funds for cancer research for Moffitt Cancer Center. Lindsay held a number of roles while at Moffitt, including as a Development Officer building a midlevel giving program, Associate Director of Principal Gifts during which time she secured multiple six and seven-figure gifts and as Director of Corporate and Foundation Relations overseeing the CFR program. Lindsay began her nonprofit career with Obesity Action Coalition, a national patient advocacy organization, where she initially served as Marketing Manager, followed by her role as Director of Development and Engagement Initiatives. https://www.linkedin.com/in/lindsayvoltz https://www.diabetesresearch.org/
Lindsay Voltz, the Sr. Director of Major Gifts at the Diabetes Research Institute Foundation (DRIF), joins The Responsive Fundraising Podcast to discuss donor stewardship strategies and what today's donor is looking for from fundraisers. During the discussion we unpack what's top of mind for today's philanthropist, how you navigate the balance between what a donor desires to do with your nonprofit's mission, and the importance of improv within fundraising. Lindsay Voltz, CFRE currently serves as Senior Director, Major Gifts at the Diabetes Research Institute Foundation (DRIF) overseeing a team of frontline major gift fundraisers and DRIF’s expansion to a regional major gift model. Prior to joining DRIF, Lindsay was the Director of Major Giving, Southeast at the Parkinson’s Foundation. While with the Parkinson’s Foundation, Lindsay led major gift efforts for the southeast region of the U.S. and built a robust pipeline of major donors across nine states. Lindsay has been in the nonprofit sector for more than thirteen years, with a focus on development and major gift fundraising for the majority of her career. Prior to her role at the Parkinson’s Foundation, Lindsay raised crucial funds for cancer research for Moffitt Cancer Center. Lindsay held a number of roles while at Moffitt, including as a Development Officer building a midlevel giving program, Associate Director of Principal Gifts during which time she secured multiple six and seven-figure gifts and as Director of Corporate and Foundation Relations overseeing the CFR program. Lindsay began her nonprofit career with Obesity Action Coalition, a national patient advocacy organization, where she initially served as Marketing Manager, followed by her role as Director of Development and Engagement Initiatives. https://www.linkedin.com/in/lindsayvoltz https://www.diabetesresearch.org/
In a year like 2020, it can be difficult to establish a baseline metric for success. Given the importance of major giving to many nonprofit organizations, knowing if you are on track or off couldn't be more crucial. We set out to explore the ins and outs of major giving in 2020 in this episode. Kristin Priest and Doug Cogswell explain: * Why not all major gift prospects should be viewed the same * Major Giving trends we're seeing several months into the COVID-19 pandemic * Key metrics nonprofit leaders should be watching * Defining the right case for support that will move your most valuable donors to engage If you're struggling to know whether or not your major gifts program is on track to succeed, we'd love to introduce you to our Major Giving Maximizer solution. Learn more at pursuant.com/mgm.
In this episode of Go Beyond, we sat down with Doug Cogswell to get into a conversation on Major Giving Metrics and performance drivers. Doug is a guru when it comes to applying data-driven strategies to the performance of a fundraising team, and he has key recommendations on what to measure, how to measure it and how to drive change management within your organization. In this episode you will hear best practices on how to: - Close more major gifts - Create a culture of data-driven change within your organization - What performance metrics and KPIs to track and why
“There's a fine line between success and failure“Recorded before lockdown struck, although Kenneth was prepping by packing for cub camp, this episode features the star of many a fundraising case study - Mr Richard Turner. We hear about how he's always learning and the power of making an impact. The boys get a lesson in Major Giving and securing big-money deals over tapas dinners. We're let in to a secret around the perfect pitch and the power of being passionate. Our Fundraiser of the Year talks us through his famed Solar Aid anecdote featuring Dorothy at number two plus we bend time to discuss how your second year is actually your first and your third is when the difference comes. We talk ambassadors and what an asset they can be, keeping the faith in good ideas and finding flow. James admits to skipping a training session, Kenneth reveals his high-brow reading habits and we all tune in to an episode we didn't record.---You can find us on www.domoregood.uk or follow us on Twitter and Instagram. Get in touch if you'd like to feature or star on the show. It goes without saying really but the episodes contains our opinions - essentially things we overheard in meetings, stole from presentations and read in magazines. Thanks for listening.
“There's a fine line between success and failure“Recorded before lockdown struck, although Kenneth was prepping by packing for cub camp, this episode features the star of many a fundraising case study - Mr Richard Turner. We hear about how he's always learning and the power of making an impact. The boys get a lesson in Major Giving and securing big-money deals over tapas dinners. We're let in to a secret around the perfect pitch and the power of being passionate. Our Fundraiser of the Year talks us through his famed Solar Aid anecdote featuring Dorothy at number two plus we bend time to discuss how your second year is actually your first and your third is when the difference comes. We talk ambassadors and what an asset they can be, keeping the faith in good ideas and finding flow. James admits to skipping a training session, Kenneth reveals his high-brow reading habits and we all tune in to an episode we didn't record.---You can find us on www.domoregood.uk or follow us on Twitter and Instagram. Get in touch if you'd like to feature or star on the show. It goes without saying really but the episodes contains our opinions - essentially things we overheard in meetings, stole from presentations and read in magazines. Thanks for listening.
-Our guest in this episode is Mandy Major, a Certified Postpartum Doula and the co-founder of Major Care -She tells the story of how giving birth to her daughter then moving away from NYC extinguished her passion for her big career in food media -Mandy felt the calling to change the face of postpartum and elevate the role of a doula and then she took a big risk and started her own company -She connects the dots between big moves and life changing decisions and urges anyone who feels the pull to move to figure it out -We close with Mandy walking us through what a doula is and things to expect in the fourth trimester Links mentioned in this episode: Mandy’s Instagram: https://www.instagram.com/majorcaredoulas/ Mandy’s Website: https://thatismajor.com/ Rebecca’s Website: https://www.rebeccaredondo.com
Boston College Associate Vice President of Major Giving and Development Wesley Ellison Stewart and Oklahoma Senior Associate Athletics Director for Administration and Development Zac Selmon sit down with CarrSports Consulting's Kevin Anderson to discuss what makes a successful fundraiser, cultivating donors, the balance of the annual fund and sport-specific goals, and much more. Ellison Stewart and Selmon also touch on their career aspirations, their career paths, work-life balance, and developing future fundraisers. 2:11 - What skill sets are required to be a successful fundraiser 3:51 - How do you identify, involve, and cultivate donors? (Ellison Stewart) 4:46 - How do you determine what kind of gift or how much you're going to ask for? (Selmon) 5:49 - How do you balance annual fund giving with sport-specific fundraising goals? 7:49 - How do you determine when to bring the athletic director or the coach into the fundraising process? 10:41 - How are you coordinating with university and other department to get people to come to games? (Selmon) 11:46 - Explain the process you went through to bring Boston College's first athletic campaign to the public. (Ellison Stewart) 13:12 - What was your career path that brought you to your current positions? 14:59 - How can your ADs or the people that are in your positions at their universities help you, not only be successful at your job, but your career aspirations as well? 17:26 - With your job being on 24/7, how do you balance your work and your private life? 19:51 - How do you lead and develop your fundraisers? 22:07 - What are your career aspirations? 24:03 - How do you manage different generations of individuals?
This week: Online Major Giving Do you have web forms for your major donors? Our 19NTC panel hashes the pros and cons of automating major giving and—if you decide to expand to online—how to work around the obstacles. They’re Adam … Continue reading →
In this 8-minute podcast, Founder and CEO Eddie Thompson shares on a topic we are all challenged by - how to hire the right person for annual and major giving. These important team members are critical to achieving your organization’s mission, and having the wrong people in these roles can be costly. It’s imperative we take our time to qualify candidates. Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.
Ed Sluga, CFRE and Ken Ramsay discuss the new reality that to truly engage donors as partners in your mission, all personal philanthropy - Leadership giving, Major Giving and Estate Giving - can and should be considered part of a larger Planned Giving program development.
Working with major donors to ignite their passion to give is the #1 to transform your organization. Richard Perry and Jeff Schreifels know this, and talk in this episode about what's changing with major giving, and how to provide gift officers the tools to connect with the best major and planned giving donors. Check out Veritus Group at veritusgroup.com
As the managing director of annual and major giving at Teach For America (TFA), Meghan Cressman is focused on expanding the organization's individual giving from the national level. Learn how she supports 53 TFA regions—each with their unique philanthropic landscapes—to cultivate a culture of giving within their communities, especially among their alumni. Get ready to learn how TFA motivates their alumni to contribute financially, how they leverage and activate their national and regional boards, how Meghan helps maintain consistent branding across 53 regional chapters, and more.
Ed Sluga and Tracey Church, well known and well regarded Prospect Research Professional, talk about how to use the techniques of prospect research in a Planned Giving Program. Research is often reserved for Major Giving and Campaign Giving programs. This podcast rethinks that conventional wisdom in the new era of Planned Giving Campaigns.
WSRE Maryette Huntinghouse Assistant Director of Development and Major Giving Mary McClellan / Donor Services History WSRE, the public television station for Northwest Florida and Southeast Alabama, began operations under a license originally granted to the Escambia County School Board in 1967. From its beginning, the station was managed and operated by Pensacola State College. […] The post Let s Talk Community with TLC Caregivers-Guests: WSRE Mary McClellan, Maryette Huntinghouse appeared first on Business RadioX ®.