The Groupfinity Podcast is for leaders of small volunteer non-profit organizations - Presidents, VPs, Treasurers, and Secretaries of parent groups of K-12 schools, chapters of larger organizations, professional associations, hobby clubs, youth sports clubs, church ministries or faith-based groups, veteran groups, and college & university alumni clubs. If the words club, group, association, chapter, or ministry appear in your organization’s name, this podcast is for you. This podcast is a resource for leaders to learn how to engage and inspire their membership, giving them the tools they need to execute their mission, support their members, and benefit the communities they serve.
1 Identify Your Audience
2 Set Marketing Goals
3 Marketing Channels
4 What messages do you share with your audience?
5 Evaluate
I love Allegra’s advice on why it's important to niche down on your audience…
“Charities and nonprofit organizations think, I wanna reach everybody - we have to reach everybody with our mission. The issue with that is if you're trying to reach everybody, you likely won't be able to reach anybody.”Be sure to stick around until the end to hear what in Allegra helped a client grow their Instagram following by 50% in a year.
After a long career working for nonprofits, even serving as Executive Director, Terri concluded that while technical knowledge is important, mindset is crucial if you want to be a change agent.
“My capacity to grow and have impact didn't have much to do with my technical knowledge. I mean, that was important, but there was plenty of it out there, you know, to be able to access. What really made a difference was my mindset and as the capacity of my mind grew, so did the capacity for me to help an organization grow, for me to have more impact on the community.”In today’s episode, Terri shares her 5 step framework to transform non profit organizations. She has particular success with small volunteer led organizations.
Terri’s 5 step framework is:
Be sure to stick around until the end to hear what in Terri’s background she attributes to resiliency and ability to navigate the Pandemic.
In just 3 years, Rachel has built a community where over a hundred nonprofit leaders are showing up for themselves and learning how to boldly fundraise, tell better stories and become even more impactful changemakers.
In today’s episode, Rachel shares the 4 templates every nonprofit leader should have locked and loaded and ready at all times to maintain connection with their donors:
Rachel emphasizes how important it is to ditch transactional relationships and develop real meaningful relationships with your donors - connect donors to the mission, connect them to what their gift actually did.
“Donors don't want to fund the process. They want to fund the impact. And so you, the organization, you are the process, and so you wanna remove yourself. So instead of saying, help us buy new uniforms, it's, you can provide a kid with a new uniform.”The key takeaways from my discussion with Rachel are:
Be sure to stick around until the end to hear now being a farmer in training helps Rachel be a lifetime learner and makes her a better nonprofit consultant.
Adora emphasizes relationship building. She adds that when it comes to relationships, it is better to go a mile deep than a mile wide. It is better to build deep meaningful relationships with a few people rather than shallow relationships with many.
“So you're building a relationship. No matter where you are, whatever platform you are, make sure you're building relationships.”Adora teaches how we can use her SCALE Framework to convert social media followers to donors:
S - Social Media
C - Content
A - Audience
L - Lead
E- Execution
The key takeaways from my discussion with Minna are:
Be sure to stick around until the end to hear about the welcome series Adora uses in her own business.
"Communication is a physical activity. We think about it as just coming out of our mouth, but our whole body is behind it. And if we go back to that statistic, which is 7% of the information people receive is verbal, 93% is vocal and nonverbal that means our body is doing most of the talking. What I see time and time again and what I saw at the very start of my career was people's bodies silencing them.”Minna outlines the 3 characteristics of the most trusted people:
1 Generosity;
2 Curiosity; and
3 Likability
People come to her to increase confidence, to increase capacity, to speak up, to share their voice, to tell powerful stories, to influence people, and to become powerful agents of change.
The key takeaways from my discussion with Minna are:
Be sure to stick around until the end to hear Minna share how giving up a little control and being vulnerable leads to being more trusted.
"I think people get so emotionally tied up in that if they don't give to my organization, that means all these bad things about me and I'm somehow inferior and less than, and blah, blah, blah, blah, blah. It's like, okay, let's just drop the story. AND how could we do our job better without this disempowering story?"Storytelling is a key to your fundraising success because we all want to believe that our lives have meant something. We all want to think about legacy and believe we lived on the planet and the world is a little bit better. You need to help your donor see themself as the hero in the story. They are the hero, not you.
Rhea tells why investing in systems is so important. We’re always freaking out about money and not spending it and we end up missing the forest for the trees. Think about how to automate your organization to make you more efficient rather than just the amount of the expense itself.
“If I spend money, it's either going to be because there's a monetary ROI, so it's gonna help me bring more money in, or It's going to give me back my time, or it's going to increase operational efficiency. If the expense that you're putting out doesn't do one of those three things, I think you really need to think about your expense.”The key takeaways from my discussion with Rhea are:
Be sure to stick around until the end to hear what Rhea learned from an FBI hostage negotiator.
“…. the volume of email drastically expanded during the pandemic and is continuing to go up after the pandemic. Consumers changed their values, they changed how they're doing things. Email was a big part of that and they're changing their loyalties to brands and all of those things are continuing to change”Lynn shares that if you are not clear and concise, your emails will get lost. You are not competing with other nonprofits, you are competing with EVERYONE your tribe is getting emails from - large corporations with experienced copywriters.
*“...if you're a really small non-profit, if you're a larger non-profit, if you're a relatively medium sized business or medium sized non-profit, you're competing with them because they're setting the expectations of how email should be done and they do it very well.
They're clear and concise with their messaging and their visuals. And if we as smaller entities cannot rise at least somewhat to that level that those big brands are doing because that's who our audience is also seeing emails from, we're going to be not as effective as we can be.”*The key takeaways from my discussion with Lynn are:
Be sure to stick around until the end to hear why you should segment and personalize your emails.
“I'll probably say I get a lot of questions about using it directly for fundraising, but I would say, the best use case I've seen is typically, to use it to boost your, your email list.”He advises organizations to use paid search and paid social to drive your ideal tribe to a lead magnet - they trade their email address for the promised piece of collateral. The good news is this strategy will not break the bank. In fact, Google provides $10k in monthly grants to registered 501(c)3 organizations.
The application is easy enough, but he says you may want to get a little implementation advice so you achieve your desired results.
Rishi got his start advising small and medium sized businesses on search marketing. Later he went on to hone his non-profit marketing skills at Blue State Digital.
When I asked Rishi if this strategy works for small organizations he said…
“I would say that if your goal is to grow and build your supporters and subscribers, and potentially donors, then I would say, it's worth doing whether you're small, whether you're large, if that is kind of in line with your goals. And I think you should pursue it.”The key takeaways from my discussion with Rishi are:#1 Include your location when picking your keywords;
Be sure to stick around until the end to hear what you should be targeting for cost per click.
The good news is Airtable DOES NOT require any coding experience. You just need to know your processes. Gareth tells us that the biggest payoffs come in email and reporting. He calls it the compounding effect…
“I challenge everyone to think about the compounding effect of 10 minutes a day. It's like interest on your life - interest on the time that you have on this earth. Why pay that interest? Rather than type up that same email 10 times that takes you 10 minutes a day, do it one time. And so what if it takes you an hour and a half to figure out how to build an automation? You'll have made that back in two weeks, and now you save yourself an hour a week into perpetuity."The key takeaways from my discussion with Gareth are:
Be sure to stick around until the end to hear about Gareth’s courses and community.
"And so the effort to go into a new relationship with authenticity is paramount. And so, yeah, I have this method that I have practiced to date that has a 100% response rate. And thus I've started teaching it to my fellow fundraisers so that they can make real relationships that potentially lead to friendships and ultimately donations down the line”.You’ll have to listen to the episode to hear the steps.
Jess is routinely asked the effectiveness of sending mass emails vs taking the time to send tailored messages. She says you have to put yourself in the shoes of the recipient. How do you feel when you receive mass emails? Mass emailing may save you time, but tailored messages yield better results.
“When something is tailored and specific people feel very seen and that's all we want. So I would just counter back that yes, you can do something in the masses that is vague and unspecific and you might get a very low return on investment. Or you can do something that is going to be a little bit more time and a little bit more effort, but it will yield results. And so you just have to choose where you want to put your energy”.The key takeaways from my discussion with Jess are:
Be sure to stick around until the end to hear Jess’ learnings from the pandemic.
“Start with one of the little ones, find an investment of a hundred dollars a month and get something going because once you recognize how much it's going to save you when it's done, you're gonna wish you did it years ago”.In this episode we explore the pros and cons of 4 popular CRMs for small nonprofits:
Be sure to stick around until the end to hear how the pandemic made organizations put a higher value on technology.
The key takeaways from my discussion with Sasha are:
Tobi helps organizations of all shapes and sizes build their volunteer strategy by helping organizations replace old and ineffective approaches with new innovative and research-based practices.
One of her superpowers is showing organizations how to onboard new volunteers and make them feel like they are a part of something…
*“This feeling of belongings ingrained in our nature as humans.”
“And when you are a volunteer and if you feel like you're on the outside looking in, you're just not going to engage and you're actually gonna become not as productive.”
“The time that belonging matters most is the time when you're onboarding new volunteers and welcoming people in to make sure that every single person feels like they belong.”*Through VolunteerPro, Tobi provides online volunteer management training, coaching & community to leaders of volunteers at all levels.
The key takeaways from my discussion with Tobi are:
Be sure to stick around until the end to hear Tobi discuss using Bling for Belonging.
Today we talk about how to raise funds from your local business community. Linda shares great actionable steps on how to build relationships with your local business leaders. A great way to start a conversation is to simply ask for advice.
*I might call that person and say, do you mind if I just take you to lunch one day? I'd like to talk to you about what we can do to improve the technology in our business or what we can do to improve the marketing or what we can do to improve our financial picture.
You could ask for advice in many, many different areas, but look at your needs and then try to find businesses that can help those needs.*Most business people are flattered by that. Who doesn’t love talking about themselves and giving advice? This simple ask can be the gateway to more financial support.
You know, the old saying that if you ask for money, a lot of times you get advice. And if you ask for advice, a lot of times you end up getting money .Linda is a prolific writer and has authored more than 30 books.
The key takeaways from my discussion with Linda are:
Be sure to stick around until the end to hear how one of her clients went from $0 to a half million dollars in less than 1 year.
Jarrett helps nonprofits strategically plan for the future - extending 3, 5, 10 years and beyond. This includes developing a broader framework of philanthropy where we can all see ourselves as philanthropists - it is not simply about money.
“It really is by definition, the desire to promote the welfare of others. So it has nothing to do with the amount of zeros at the end of a number of a donation. It has everything to do with the most simplest act of giving. And for me, that's time, talent or treasure. So it's not just money. We could give philanthropically of our time. We can give philanthropically of our talents of volunteer efforts. So I really want everyone to feel this empowerment and an embodiment of being a philanthropist.”Jarrett advises us that relationship building is the foundation of effective fundraising. We should be reaching out to our donors regularly and engaging them. What are their goals? What are their interests? What is their legacy? Our focus should be on listening to them so we can help them be better stewards of their philanthropic dollars.
“we should be listening to our donors. We should be listening to hear back to that mission alignment, where do they wanna make a difference in the community”.You can find Jarrett co-hosting the American Nonprofit Academy’s daily Nonprofit Show with Julia Patrick on YouTube.
The key takeaways from my discussion with Robb are:
Be sure to stick around until the end to hear Jarrett’s advice on fundraising in the pandemic.
“...what we found is so many nonprofit leaders - they view fundraising as drudgery. And they take that paradigm with them when they're talking with their volunteers and their board members. And they do things unconsciously that drive that culture of charity, versus what we all try to preach was developing a culture of philanthropy.”Rob teaches his clients that fundraising is all about relationships. Create an active vs a passive relationship. You have to get your hands dirty - talk to your donors and potential donors, spend time with them, find out what is important to them. Start with your banker, insurance broker, your stock broker, people that you have a natural relationship with. Just meet with them and ask for advice, not money. Everybody loves to give advice.
The pandemic showed us how we were over reliant on “special events”. Rob says we should rethink these events and view them as relationship builders rather than money makers.
“Nonprofits gravitate towards thinking special events are fundraisers. Every nonprofit that really took it in the shorts during the pandemic was over reliant on special events. I look at special events as FRIENDRAISERS more than fundraisers.”The key takeaways from my discussion with Robb are:
Be sure to stick around until the end to hear about the importance of planned giving.
“That was what led me to think deeply about how do we create a culture in a group that supports working together collaboratively for the same interests and same goals while also honoring the individuals in the group and their needs and what it is that provides the context and the space and the opportunity for them to bring their best and to do it together.”She founded Group Alchemy to help clients build strategic plans that bring focus to the organization's purpose and strengthen collaborative problem solving. In this episode, we discuss her 6 Elements of Group Alchemy to help groups, no matter the size, create culture so they could work better together.
1 Inspiration
2 Agreements
3 Accountability
4 Acknowledgement
5 Renewal
6 Mastery
The key takeaways from my discussion with Deborah are:
HOOK - Be sure to stick around until the end to hear how to get Deborah to send you a copy of her book.
“people want to belong- they want to feel a sense of community - they want to feel like they're part of something”.Polly discovered that quick interactions that aren't about asking for money carry a lot of weight with donors. We should focus our relationship building on putting in time to develop those small connections, unrelated to the ask.
After moving to Switzerland she found philanthropy was BIG, but very quiet. That is where she began to see the intersection between happiness, self satisfaction, donor satisfaction.
“Philanthropy actually comes out of this idea. That's part of you as a member of the community. It's a way to have a positive impact on your life”.She used her research to create her SPARK Framework which results in happier donors who give more money more consistently and get others to give as well and join your donor community:
Simplicity of the ask and the task
Personal connection
Alignment of goals between the donor and your organization or institution
Research and information guiding your decisions And
Knowledge of a positive outcome
Be sure to stick around until the end to hear what Polly learned while living in Switzerland for 3 years.
The key takeaways from my discussion with Polly are:
“engagement is what it takes to work with volunteers and also to create engaging events.”For over 20 years she has produced more than 100 successful events all over North America and raised millions of dollars for nonprofits from her Los Angeles based production company. Some of her best advice is simple yet effective - make your volunteers feel like the superstars they are….
“I do not ever have an email that doesn't either end or begin with, Hey there, I, first of all, want to thank you for the time that you're putting into this. I love working with you. I make them feel like superstars because they are superstars.”She is a recognized subject matter expert and trainer, presenting on subjects such as nonprofit event planning, event sponsorships, committee and volunteer leadership, generational giving, and guest engagement.
Check out AJ at - https://queenbeefundraising.com/
The key takeaways from my discussion with AJ are:
Be sure to stick around until the end to hear what AJ has to say about committee chairs being stuck doing all the work.
“I always tell them that when they're thinking about stabilizing their revenue in the long term is that you need to think about your revenue streams sort of as a stool. So that's why we don't like to have just one or two revenue streams because that only gives you one or two legs to stand on. You really want at least three different types of revenue streams. And so that, doesn't mean having three fundraising events that would only count as one leg on the stool because it's only one type of revenue.”She began her career working in corporate philanthropy for a really big international corporation. Her job included picking and choosing which nonprofits would get funded. She wanted to create resources for the so many nonprofits she had to turn down. AND Nonprofit Jenni was born.
“It is just much more fulfilling for me to be able to serve the 99% versus the 1%.”Check out Jenni at - https://www.nonprofitjenni.com/
The key takeaways from my discussion with Jenni are:
Be sure to stick around until the end to hear all about the Nonprofit Jenni Book Club.
Rhea did something right - very right. In her 12 years as the ED of that nonprofit, she grew that $250k budget into over $3 million through private philanthropy.
“So I'd figured out the foundations, the corporations, the events, the individuals and the one area that I thought had the most potential for growth were the major gift individuals. When we look at the pie of philanthropic gifts, nationally, the biggest chunk of the pie are individuals. They're responsible for upwards of like $350 billion or something. So many nonprofits focus on, you know, the grants and like corporate sponsorships or whatever. It's really about the people.”After working on projects for her ED friends, she decided to focus on major gift fundraising because that is where people had the most anxiety.
Be sure to stick around until the end to hear all of Rhea’s great dating analogies for fundraising.
Check out Rhea at - https://www.rheawong.com/
The key takeaways from my discussion with Rhea are:
Check out Groupfinity.com for the show notes and links for this episode.
Clark & Clark teaches self-sufficiency and business development. Their top priority is to see more minorities access the required funds to pursue their purpose.
In this episode, Tracy shares how some nonprofits start a for profit business that sells products and services and then use the funds generated by that business to fund their programs.
Tracy says:
“even though they may have had some successful fundraising campaigns, what they're realizing is they want a little bit more control over the funding that's coming in.”Be sure to stick around to hear how Tracy started her 1st business at the age of 10.
Check out Clark & Clark at - https://www.clarkandclark.org/
The key takeaways from my discussion with Tracy are:
Check out Groupfinity.com for the show notes and links for this episode.
One of CGC’s superpowers is Peer to Peer Fundraising. They teach their clients how to leverage their supporters' networks to raise money by committing just 15ish minutes per week to educate their friends and family on this organization they love.
This is A LOT less cost and stress compared to an annual gala and a lot.
As for challenges organizations face, Chris says:
“One of the biggest things we’ve seen our clients facing is change and evolving and innovating.”Be sure to stick around to hear how one of Chris’ clients turned a $2,500 donor into a $15,000 donor.
Check out CGC at - https://cgcgiving.com/
The key takeaways from my discussion with Shane are:
Check out Groupfinity.com for the show notes and links for this episode.
Shane started the flipped lifestyle with his wife Jocelyn. Their mission is to help 100,000 families flip their life by turning it upside down thru starting, building, and growing an online business.
Although they primarily work with individuals, they also work with nonprofits and I think there is a lot of potential for our small mission driven organizations, especially those that rely on membership dues. Our organizations can use what Shane teaches to start an online business and use the funds generated from that effort to fund their organization's programs and become less reliant on membership dues.
Shane says that in building a successful membership group….
*“You've got to provide value with content. You’ve got to provide value by uniting the community and you’ve got to bring access to the people”.
AND
“People are only going to exchange their proof of work, which is money, for your proof of solution”.*Be sure to stick around to hear how Shane, in his words, “about wrecked my lawnmower”.
Check out Shane at - https://flippedlifestyle.com/
The key takeaways from my discussion with Shane are:
Check out Groupfinity.com for the show notes and links for this episode.
Sandi says….
….“and over 90% have a mobile phone. So it's about meeting people where they are and they're on their mobile phones, right? So, it's become one of the best direct response tools in our tool set for digital because that means we really actually reach people - they are more likely to respond to our ask.”Check out Sandi at -
https://www.smartasafox.org/
The key takeaways from my discussion with Cody are:
Check out Groupfinity.com for the show notes and links for this episode.
When considering what to automate, Cody says….
“How much time will this save you? OR Will this save you from having to do something over and over and over and over again? OR do you just hate doing it? If you answered yes to any of that - automate it, right? Because your time is better served, focusing on your zone of genius rather than doing something that's going to deplete your energy or waste your time.”Check out Marketing Mission at -
https://www.marketingmission.org/
The key takeaways from my discussion with Cody are:
Check out Groupfinity.com for the show notes and links for this episode.
Julia shares that funders are looking for financial commitments from your board.
*“what percentage of your board is financially invested in your organization?”
“Newsflash, if it's NOT 100%, then you're going to lose some funding. And that doesn't necessarily mean huge amounts of money. It could be a hundred dollars, it could be $10, but that is something that funders across this country are looking at.”*She adds that you can be creative by scholarshiping younger board members who may not be able to meet the financial hurdle.
Check out the American Nonprofit Academy at -
https://americannonprofitacademy.com/
The key takeaways from my discussion with Julia are:
Check out Groupfinity.com for the show notes and links for this episode.
Maura says that one of the keys to effective branding and marketing is developing personas for your target audience - your audience should feel like you’re talking to them. Maura smartly tells us:
“...if you’re for everyone, you’re for no one”.Check out Maura’s services on her website -
https://www.maurafitzpatrick.com/#Services
The key takeaways from my discussion with Maura are:#1 Avoid mission creep - focus on one thing you're doing and do it well before you start expanding;
Check out Groupfinity.com for the show notes and links for this episode.
#029 - Today I am speaking with Julia Campbell. Julia is a Speaker, Author, Nonprofit Consultant and self proclaimed Activist. She started the recycling program in her middle school when she was just in the 6th grade. She started her business 11 years ago to help more nonprofits figure out the digital age. Today, she shares her nonprofit social marketing ideas that can be used by both beginners and pros alike.***“...stop thinking of social media as a transactional tool and really start thinking of it as a community building tool. It is not a money spigot you can just turn on. It is not an ATM….
….social media is a value exchange. People give you their time and attention and you give them something of value to them. So to build, start building a social media community, you have to know who is in your community and who do you want to attract to your community”.*Social media is Julia’s super power, but she also offers resources on:
1 Storytelling
2 Fundraising AND
3 Email Marketing
Check out Julia’s resources on her website -*https://jcsocialmarketing.com/?doing_wp_cron=1639531283.3935990333557128906250* The key takeaways from my discussion with Julia are:
Check out Groupfinity.com for the show notes and links for this episode.**
**#028 - Today I am speaking with Dr. Beverly Browning. Dr. Bev is the author of 44 grant-related publications, including six editions of Grant Writing For Dummies and Nonprofit Kit For Dummies. Her online courses are taught to thousands of students annually. She also has a 16-week virtual Coaching/Mentoring Program. Dr Bev says….
"*You will not get funded if you are not innovative, creative, and unique.”***Dr. Bev offers resources on:
1 Grant Writing and Funding**
2 Board of Directors Training
3 Strategic Needs Assessment
4 Professional Development Training
5 Proposal Development and
**6 Internal Peer Review
Check out Dr. Bev’s free resources on her website - https://bevbrowning.com/nonprofit-resources/ The key takeaways from my discussion with Dr. Bev are:
Check out Groupfinity.com for the show notes and links for this episode.**
"*If your foundation isn't structured correctly and you don't know how to explain your process. You don't know how to explain your programs in a way that others are going to understand and be motivated to move forward with those services or that program and being involved…..
...you have to be able to sell yourself, sell your organization, and in order to sell it, you have to know what you're selling and you have to believe in it.”*Nonprofit for Newbies either advises or refers “newbies” to one of the independent contractors in their network on:
1 Setting up their nonprofit (501(c)3
2 Grant writing
3 Writing their business plan
4 Fundraising
5 Marketing
6 Accounting
7 Board Development, and
8 Mindset
As of this interview, her Facebook Group has over 10k members.
Gigi has a ton of free resources on his website -https://www.nonprofitfornewbies.com/social
”In most cases, they will come to us and say, I don't know where to tell you to start so things have gotten so out of hand that they are already in a chaotic state” ….. “once you have a VA, you will start to see the time come back in your day”.The company takes a different approach because it ONLY hires VAs with nonprofit experience. In addition, their VAs typically have 3 - 5 years of experience as a VA and they are put through a certification program.
The key takeaways from my discussion with Vicki are:
Check out Groupfinity.com for the show notes and links for this episode.
“I really liked teaching others because I can only write so many grants and I can only be an expert in so many areas, but I can teach other people to do it. And then they can go out and create a much bigger ripple effect together. That's why I love doing this - supporting other nonprofits so they can maximize their impact and teaching grant writers how to do this as well, and to be much more successful to shorten the distance from point A to point B.”She has worked with over 2,100 students, helping many nonprofits triple their funding. Specifically, she:
She has a ton of free resources on her website - https://teresahuff.com/
The key takeaways from my discussion with Teresa are:
Check out Groupfinity.com for the show notes and links for this episode.
Brock is a best-selling author, coach, and digital fundraising professor. He is a sought-after conference speaker, at conferences throughout North America. He is actively shaping the next generation of professional fundraisers by bringing practical experience to life with engaging, honest advice.
He shares some great nuggets, but one that really resonated with me was:
“Ask for what you need, not just what you think you’ll get”.He has a ton of free resources on his website - www.brockwarner.ca.
The key takeaways from my discussion with Brock are:
Check out Groupfinity.com for the show notes and links for this episode.
**#023 - Today I am speaking with Sandy Pfau Englund. Sandy is a skilled nonprofit and tax law attorney. When parents at her kids’ elementary school recognized her articles, she was recruited to join the PTO.
The PTO did not have its own EIN - it was using the schools. It did not have tax-exempt status. If you named the list of errors, it was making all of them.*“It was overwhelming for the other volunteers. That's why I got recruited. You don't have someone that does tax-exempt and non-profit law that's the mom of the kids in your elementary school. It's not just an everyday thing.”***That led her to start Parent Booster USA - to help PTAs, PTOs, booster clubs, and chapters remain in compliance with the IRS and state regulators. She wanted to make it easy - at least more accessible for groups to keep up with these regulations.
She has a ton of free resources - her policy is that "for every paid service, we have to have a do-it-yourself guide" so that if someone wants to be a weekend warrior, they can.
The key takeaways from my discussion with Sandy are:
Check out Groupfinity.com for the show notes and links for this episode.**
She shares some easy and straightforward steps that we can apply to our own organizations.
Kivi has several “Rules of 3” that help simplify all of this. Be sure to stick around until the end to hear them all.
The key takeaways from my discussion with Kivi are:
She has figured out the power of community partnerships to drive long-term support. The great news is YOU can do what Kristine has done! Anyone can. You just have to put in the work of finding the right partners and then cultivate those relationships.
Kristine gives some great insight on just how to do that. Collaborating with a few good partners can free you from the stress of dialing for new dollars every year.
Be sure to stick around until the end to hear Kristine’s first-hand account about how one volunteer day unexpectedly turned into years of financial and board support from the local office of a national cable tv provider.
The key takeaways from my discussion with Kristine are:
His mission is to help impact organizations reach more people and communicate their mission more effectively. He shows them how to get found on the crowded internet.
Dave does a great job of laying out why it's so important for organization’s to have a thoughtful SEO strategy. AND it does not have to be hard. Most of us can do this.
The key takeaways from my discussion with Dave are:
Cindy shows us how effective fundraising starts with mindset and habits. Instead of viewing fundraising as a necessary evil, something you dread doing, turn it into something you feel good about. By changing your mindset and then repeating the right habits, you can be much more effective.
The key takeaways from my discussion with Cindy are:
In this episode, Cindy shares her secret around the “Yellow Brick Road of Yesses”!
Cindy offers her Flipside Fundraising course a couple of times per year. Click on the link in the show notes to learn more.
2021 is NOT a time to relax. Spend the year investing in your donor relationships. Reach out to donors and figure out how you can add value to them. Even if people or companies can’t give this year, cultivating relationships now will set you up for future giving when they are in a position to give again.
Dwight walks us through 1) why this is important AND 2) how to do it. He gives us some great tips on how to develop authentic, deep, and mutually beneficial relationships. You need to commit to it, but the good news is, these are skills most of us already use in our personal lives.
The key takeaways from my discussion with Dwight are:
Be sure to check out swaimstrategies.com
#017 - Ashleigh and Cristina work with nonprofits to make sure they get their compliance matters right. Today, they share their expertise on little known state fundraising rules when you are in one state, but you solicit funds in another state.
A lot of groups don’t know these rules. Others assume they are exempt, but that may not be the case. Exemptions depend on type of organization and type of activity. Each case is different and you need to know the rules and how they apply to your organization. You need to check on your individual situation.
Some organizations can handle this on their own, but it can get tricky fast. It is good to know professionals who can help us when we need it.
#016 - Sean is a coach, consultant, and trainer for nonprofit leaders. Today, he shares some of his Facebook Fundraising secrets. Using some of his strategies, some organizations have been able to raise over $10,000 in as little as 30 days.
One secret is you have to do the work. The good news is, you likely already have the skills to do this. If you know how to post on Facebook you can do this.
Sean says that if you have 500+ Facebook friends, you can raise $1,000. If 10 people in your organization do this, you can raise $10,000. It only takes a month.
The key takeaways from my discussion with Sean are:
#1 People are FAR more likely to give, if someone they know and like asks them;
#2 Get people willing to do it, have them invite their Facebook friends, and post daily;
#3 You will be surprised by the people who donate; AND
#4 Don’t assume someone doesn’t have money to give - don’t be both the buyer and the seller.
Be sure to check out his website at nonprofitfixer.com.
#015 - Ellis is a nonprofit lawyer. She started the Charity Lawyer Blog to help nonprofits make sense of compliance and legal matters. Her motto is Nonprofit Law Simplified and that’s just what she did in this interview.
She simplified a number of nonprofit legal and compliance requirements that a lot of small groups struggle with.
We talk about compliance requirements around:
We also talked a good deal about when it makes sense to get a fiscal sponsor.
Be sure to check out her website to access her registration guide, which is summarized by state.
Lindsay shares with us how important it is to be clear on what our audience wants from us and deliver that.
It is ok for there to be a whole bunch of people who are NOT your people. Any marketing strategy that is set up to say we don’t want to alienate anybody, is going to do a terrible job of connecting with the right people.
Lindsay is running a Pro Bono Marketing Bootcamp in December. If your organization’s budget was less than $200k in 2019, you are welcome to apply and snag a free spot.
It is pretty simple. You give them your logo & background color and for a low initial $40 fee, you get a web-store with about 20 face masks available in both adult and youth sizes. Eight are custom with your logo and the remaining are either general (eg American Flag, blank, dog, cat, etc….). The variety makes customers buy more.
Their process reduces the risk to the group / organization because:
-You don’t need to carry expensive inventory.
-Low 50 face mask minimum (not 50 orders, 50 total face masks)
-Masks are prepaid - they only produce the face masks that are ordered and pre-paid.
-Very low upfront costs - only $25 set-up fee plus a $15 web-store fee.
-Your group gets a check when the campaign ends a few weeks later.
Customers place their order and pay directly in the web-store. The variety in the web-store (20-ish masks) AND a discount when you buy 3 or more, results in 80% - 90% of the customers buying 3 or more face masks.
This has been a HUGE hit with schools, churches, youth sports, local businesses, and non-profits of all sizes.
You simply send your logo and the ABC team will work with it and provide you with 8 custom face masks plus some generic options for your web-store. You can be up and running in 24 hrs and have your funds in a month.
One of his groups earned $2,000 on a $40 investment - that is a WHOPPING 5,000% Return on Investment. AND FURTHERMORE, they’ve opened their store again. Once you pay the initial $40 fee, you can open and close your web store whenever you want.
S #1 Ep #012 - Greg Quiroga from Stellar SF Fundraising went from 100% live fundraising galas to 100% online events in a matter of weeks. His customers are nonprofits and schools and they all shut down their scheduled events when we went to Shelter at Home in March. Greg quickly pivoted and started advising his clients on virtual events.
You can’t stop fundraising because of COVID-19. As Greg puts it… “if you don’t ask them for money one year, it will be harder to get it the next year.” In this episode, Greg takes us inside some of his recent virtual events for fundraising and shares what is working.
If you are struggling with the decision to take your fundraising event virtual, there is something here for you. A lot of it is ATTITUDE! You have to get over your fears and BELIEVE you can do it.
Greg talks about using a variety of platforms including Zoom, YouTube, Facebook Live, and Twitch. He says it is best if you can get guests to stream the event to their smart TV to limit distractions on the computer.
These are tough times for sure, but many organizations are still raising money. Your organization's costs are not going away so you still need to fundraise.
-Your supporters have likely done a number of virtual events for charity by now so they are accustomed to them.
-There are a number of virtual events to raise money around a number of great causes.
-Virtual events for adults are quite popular right now.
-In some cases, people are looking for virtual events to attend.
Virtual events in 2020 are exploding. We even came across a recent post titled “Virtual Events To Attend This Week”. If you are not asking, those funds are going somewhere else.
Be sure to stick around ‘til the end when Greg shares his secrets on how to produce successful virtual events for fundraising.
The key takeaways in today’s episode are:
S #1 Ep #011 - Dondrell Swanson and his team were hosting a 400+ person annual convention in March. Then the state and local governments put restrictions on large gatherings and ordered people to Shelter at Home. He and his team had to decide whether to reschedule to a future date or cancel. The venue was putting pressure on them to reschedule to a later date. This particular event is in the springtime every year. Moving to a later date was risky. They were unsure as to how it would perform later in the year.
Dondrell shares the team’s thought process at arriving at their decision and what they learned. If you face this situation now or if you will face it in the future, there are takeaways you can apply to your situation.
S #1 Ep #010 - Becky Urbano is the auction chair for her elementary school. Their auction was scheduled to take place just days before the shelter in place was ordered due to the coronavirus pandemic. She and her team had to scramble to change course fast. In a matter of days, they had to cancel vendors and move their event online to a virtual one. They lost deposit funds paid to vendors, but they were able to minimize other losses and still had a successful event. They used social media more than they had in the past to inform the community and drive excitement.
Becky’s key advice:
The key takeaways in today’s episode are:
They had to scramble fast to scrap their physical event and go virtual. They did the best they could with the hand they were dealt, but still raised money. Do what you can and don’t worry about what was planned. This covid-19 crisis has taught us that we have to do things differently. You have to think out of the box.
S #1 Ep #009 - This is my interview with Christy Noel, VP of Marketing at MobileCause. Nonprofits use MobileCause’s online and event fundraising software to boost their fundraising efforts. This episode was recorded in early April when organizations were faced with having to cancel or postpone their events due to the coronavirus pandemic crisis. The social distancing and stay at home orders as a result of the coronavirus pandemic are adversely impacting nonprofit organizations’ fundraising events. You may have to decide to cancel your event. Local authorities may force you to cancel your event. Christy shares what you can do. Specifically, she talks about transforming “in person” events to virtual ones.
Christy’s key advice:
You need to continue communicating with your guests and sponsors. Let them know what you are doing. Let them know how they can help. Don’t assume they know.
There are plenty of tools out there to help and we’ve listed some in the show notes
S #1 Ep #008 - This is my interview with Sam Swaim who is the co-founder of Swaim Strategies and we explore the question - Will coronavirus stop my nonprofit event? Swaim Strategies works with nonprofits, large and small, to bring people together through events. This episode was recorded shortly after many local government authorities implemented restrictions on large gatherings due to the coronavirus crisis. Many organizations had events planned and were wondering if they could or should still host their event. In this episode, we talk about what the decisions leaders of organizations are grappling with. Sam shares what she is seeing and hearing from nonprofit event organizers. On the one hand, you don’t want to host an event that is not safe for your community. On the other hand, you may have extended substantial financial resources towards the event. What happens if you are forced to cancel your event because your local authorities have put a "shelter at home" order in place. What can you do to protect your organization's finances?
S1 Ep #007 - This is Part 2 of my interview with Beth Sandefur, who is the founder and owner of Beth Sandefur Events. She works with nonprofits to help them execute successful events. Beth is a seasoned event planner with a strong background in development and hands-on experience with theatrical production. Her efforts focus on planning and execution of fundraising galas, typically with a large auction component. As a planner, she believes in working with clients to find the inefficiencies and redundancies in their systems to create a streamlined approach, keeping the organizational mission in the forefront.
Beth taught us the importance of setting your goals and visualizing your outcome and working backward from there. In this episode, Beth teaches us how to incorporate “Revenue Enhancers” to increase our fundraising yield.
S #1 Ep #006 - Beth is the founder and owner of Beth Sandefur Events. She works with nonprofits to help them execute successful events. Beth is a seasoned event planner with a strong background in development and hands-on experience with theatrical production. Her efforts focus on planning and execution of fundraising galas, typically with a large auction component. As a planner, she believes in working with clients to find the inefficiencies and redundancies in their systems to create a streamlined approach, keeping the organizational mission in the forefront.
Beth taught us the importance of setting your goals and visualizing your outcome and working backward from there.
S #1 Ep #005 - Kevin is the founder of The Social Engineer Project, a Microsoft and Google funded social impact venture with Stanford University, designed to address the lack of diversity in the tech industry. Kevin really knows what he is talking about when it comes to social media. He was an early user of Linkedin and is featured in the Linkedin Hall of Fame. He has also been featured in a number of publications, including Yahoo’s Blog, the Examiner, CNN Money, Reuters, MarketWatch and the Wall Street Journal.
We talked about Facebook, Linkedin, YouTube, Pinterest, Twitter, and Instagram and how to use them differently. We also talked bout the difference between using Facebook Pages vs Facebook Groups. Kevin teaches how to use social media to engage with your community and drive them to your website where they can ultimately make a donation.
Podcast show notes are available at:
www.groupfinity.com/ep005
S #1 Ep #004 - Greg is the owner and founder of Stellar Fundraising Auction. He is a fundraising auction GURU. He runs fundraising auctions for big and small volunteer organizations, including schools and shares a wealth of knowledge on how you can bring in more money at your next fundraising auction. We had such a good exchange and he brought so much value that our conversation went longer than we planned. This is Part 2. Podcast show notes are available at:
www.groupfinity.com/ep004
S #1 Ep #003 - Greg is the owner and founder of Stellar Fundraising Auction. He is a fundraising auction GURU. He runs fundraising auctions for big and small volunteer organizations, including schools and shares a wealth of knowledge on how you can bring in more money at your next fundraising auction. We had such a good exchange and he brought so much value that our conversation went longer than we planned. This is Part 1. Podcast show notes are available at:
www.groupfinity.com/ep003
S #1 Ep #002 - Amy is the owner and founder of Amy Ziser Events - Nonprofit event planning from A to Z. Amy has over 13 years of nonprofit event planning and fundraising experience. Amy is passionate about doing great work for incredible causes. She is resourceful and loves focusing on the details to make each event unique and different.
Amy gives you some easy, practical, and cost-effective ideas you can use to provide your guests with an A+ guest experience at your next fundraising event.
To get the show notes go to:
https://groupfinity.com/ep002
S #1 Ep #001 - Hi Groupfinity Nation! Welcome to the first episode of The Groupfinity Podcast. This podcast helps leaders of small volunteer non-profit organizations engage and inspire their members, giving them the tools they need to execute their mission, support their members, and benefit the communities they serve. You can learn more at:
https://groupfinity.com/
I hope you enjoy this first episode where I give you my vision for this podcast then tell you a little bit about myself. Join our community and hit subscribe!
If you would like to get the links and show notes for this episode, head to:
https://groupfinity.com/ep001