Agents of Nonprofit: Recent Episodes
Alexander Lapa
A weekly podcast interviewing everyday superheroes and the services & technologies they provide to nonprofits. The goal is to help nonprofit organizations become aware of ideas, services, and products that can help them.
In this episode of Agents of Nonprofit, I speak with Laurent Proulx, CEO of PROCURE, about the urgent need for proactive prostate cancer awareness, screening, and open conversation. With honesty and clarity, Laurent reinforces that early detection saves lives—and that vulnerability, not silence, is the real strength.
Topics We Cover:
- Why family history (including mother’s breast cancer) and ethnicity significantly increase prostate cancer risk
- How Laurent’s own diagnosis was discovered through an unexpected insurance medical exam
- Inside Procure’s $10M biobank and its exclusive research advantages in Quebec
- How data from 2,000 men is helping researchers understand which cancers become aggressive
- The role of AI in shaping the future of patient education and prostate cancer support
To Learn More and Connect with Laurent:
PROCURE.ca
PROCURE on Instagram
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In this episode of Agents of Nonprofit, I welcome Stephen Minix who shares how a personal setback led to his philosophy of perpetual positivity and a mission to transform how nonprofits use data. Stephen explores the power of aligning “head and heart” — blending measurable impact with human stories — and challenges the sector to move beyond using data for validation toward using it for growth and learning.
Topics We Cover:
- Why “perpetual positivity” is more than optimism — it’s a strategic leadership mindset
- How nonprofits can balance head and heart — using data and storytelling together
- The DCAL framework for turning data into insight: Define, Collect, Analyze, Leverage
- Why funders must shift from rewarding validation to supporting honest learning
- The pitfalls of short-term funding cycles and how they distort long-term impact
- How AI can act as a “nudge” tool to streamline nonprofit operations and free up creative time
To Learn More and Connect with Stephen:
Email Stephen
Stephen Minix on LinkedIn
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In this inspiring episode of Agents of Nonprofit, I sit down with Grace-Anna Douglas, founder of Graceful Media, to explore how nonprofits can transform their marketing strategies and amplify their impact. We also tackle how to measure meaningful success, avoid vanity metrics, and use emerging tools like AI responsibly.
Topics We Cover:
- Grace-Anna Douglas’s “superhero origin story” and how volunteering shaped her purpose-driven career
- The creation of Graceful Media and its mission to support small and mid-sized nonprofits
- Why nonprofits must balance fundraising with marketing to sustain long-term growth
- How to identify and prioritize the right marketing channels for your audience
- The value of podcasting—both as a guest and as a host—for relationship-building and brand trust
- Avoiding the “metrics trap” and focusing on results that truly advance your mission
- Cultural insights from international marketing campaigns and how to tailor messaging to different audiences
- The role of AI and out-of-home advertising in modern nonprofit marketing
To Learn More and Connect with Grace-Anna:
Grace-Anna Douglas on LinkedIn
GracefulMedia.co
Email Grace
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Host Alexander Lapa shares a personal update on Agents of Nonprofit.
After 3.5 years and 188 episodes, he reflects on the show’s journey, its value to the nonprofit community, and the financial challenges of keeping it ad-free.
Alexander outlines possible paths forward - from continuing as usual to slowing down or pausing at episode 200 - and invites listeners to share feedback or support the show.
My email: alex@dryadconsulting.com
Website: https://agentsofnonprofit.com
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In this episode of Agents of Nonprofit, I sit down with fundraising strategist and behavioral science expert Cherian Koshy to uncover the psychology and neuroscience behind why people give—and why they sometimes don’t. From reducing friction in donation forms to designing moments of joy and trust, this episode offers a masterclass in building deeper, more intentional donor relationships rooted in empathy and understanding.
Topics We Cover:
- Cherian’s “origin story” in fundraising and what inspired his exploration into donor psychology
- An introduction to Neurogiving and how neuroscience can ethically shape fundraising strategy
- Why generosity is innate—and how to remove the barriers that suppress it
- Reducing friction in the giving experience: from donation forms to mobile optimization
- Turning donations into delightful experiences that celebrate generosity
- Applying behavioral science to attention, emotion, and decision-making in donors
- The power and pitfalls of gamification and visual psychology in donor engagement
- How AI and intentional design can enhance donor relationships without losing the human touch
To Learn More and Connect with Cherian:
The New Book: Neurogiving by Cherian Koshy
CherianKoshy.com
Cherian Koshy on Instagram
Cherian Koshy on LinkedIn
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In this Agents of Nonprofit conversation, I sit down with Maya Hemachandra, an interim executive and veteran fundraiser, to unpack the uncertain and rapidly changing landscape facing nonprofits in 2025. Together, we explore how nonprofits can transform crisis into opportunity through collective advocacy, adaptive leadership, and a renewed commitment to community-driven collaboration.
Topics We Cover:
- The state of widespread funding cuts and instability in nonprofits in 2025
- How advocacy can drive systemic change and protect vulnerable communities
- The real-world impact of AmeriCorps funding cuts and grassroots legal action
- Using technology as a light, invisible amplifier for nonprofit efficiency
- Affordable fundraising and CRM tools for small organizations
- The rise of AI in nonprofits—its promises, pitfalls, and privacy concerns
- The power of fractional talent and interim executives during transitions
- Maya’s “magic wand” wish: a united, collaborative philanthropic sector
To Learn More and connect with Maya:
Maya's Website
Interim Executives Academy
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In this thought-provoking episode of Agents of Nonprofit, I sit down with conflict resolution expert Shira May to explore how language, empathy, and emotional intelligence can transform the way we handle disagreements. Together, we unpack the psychology of conflict, discuss when mediation is (and isn’t) appropriate, and reveal how small shifts in language can turn confrontation into collaboration.
Topics We Cover:
- The five classic conflict styles — shark, teddy bear, turtle, fox, and owl — and how to flex between them
- Why conflict isn’t inherently bad, and how disconnection fuels most disputes
- Tools from Getting to Yes and Harvard’s negotiation framework for effective conflict resolution
- The importance of emotional self-regulation before responding in heated situations
- How empathy, storytelling, and vulnerability can bridge political or ideological divides
- Recognizing when a conversation is no longer healthy — and how to set boundaries gracefully
- The future of mediation and how AI might support (but never replace) human connection in conflict resolution
To Learn More and Connect with Shira:
CDSADR.org
E-mail Info@cdsadr.org
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In this episode of Agents of Nonprofit, I speak with B Michelle Johnson about the art and strategy of advocacy. B Michelle Johnson offers practical insights on building momentum, educating policymakers, and using storytelling to make an impact—all while reframing advocacy as a collective journey rather than a zero-sum battle.
Topics We Cover:
- What advocacy truly means, and why the public—not politicians—is often the real audience
- The power of small but relentless groups versus large one-time mobilizations
- How nonprofits can prepare for and respond to opposition effectively
- Reframing “losing to win” as planting seeds for long-term change
- The role of education in bridging the knowledge gap between citizens and policymakers
- Overcoming scarcity mindset and embracing a bolder advocacy voice
- The importance of storytelling, showing up in person, and using AI tools for advocacy
To Learn More and Connect with B Michelle Johnson:
B Michelle Johnson, CFRE on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with guest Marika Luneau to explore how Generation Z is transforming the nonprofit landscape. The conversation dives into the ways nonprofits can adapt to attract and retain young talent, why giving Gen Z voices a seat in leadership matters, and how personal branding and authenticity will play a defining role in the age of AI.
Topics We Cover:
- Marika’s unconventional entry into nonprofit work through coworking spaces and mission-driven leaders
- How Gen Z defines itself and the values driving their career choices
- Why Gen Z rejects toxic work culture and demands balance, inclusivity, and fairness
- The risks of passion exploitation in entry-level nonprofit roles
- Freelancing and consulting: opportunities, pitfalls, and timing for young professionals
- How Gen Z’s digital fluency (social media, web, AI) modernizes nonprofit communication
- The case for inviting Gen Z voices into boardrooms and leadership spaces
- Personal branding, authenticity, and why it matters more than ever in an AI-driven world
To Learn More and Connect with Marika:
Marika Luneau on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with Joanna Lund-Pops to explore her inspiring journey from volunteer educator to advocate and coach in the nonprofit sector. Together, they unpack how organizations can move beyond stereotypes, embrace inclusivity, and make neurodiversity a core part of their practices.
Topics We Cover:
- The joy of fostering “spark” moments in young learners
- Defining neurodiversity vs. neurodivergence and why the distinction matters
- Common strengths of neurodivergent individuals, from creativity to pattern recognition
- Why universal practices, not one-off fixes, help all staff thrive
- The hidden costs of “masking” in professional environments
- How AI tools like ChatGPT can support both neurodivergent professionals and managers
To Learn more and Connect with Joanna:
Email Joanna
Joanna Lund-Pops on LinkedIn
Sign-Up for a Free Neurodivergent Leadership Reset
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In this episode of Agents of Nonprofit, I sit down with Courtney De Ronde, co-founder of Forge, to explore the critical role of financial clarity in nonprofit success. She breaks down the three key financial functions every nonprofit needs, explains how restricted funds can create confusion, and offers practical advice for organizations looking to strengthen their financial foundations.
Topics We Cover:
- Courtney’s journey into nonprofit auditing and why she built a specialized practice
- The unique challenges of nonprofit finances, including volunteer boards and diverse business models
- How Forge supports nonprofits through audits, virtual CFO/controller services, and management consulting
- The three critical financial functions: bookkeeping, controllers, and CFOs—plus why fractional access works
- Why audits are more than compliance—they’re tools for accountability and credibility
- The importance of reconciled records, proper documentation, and clear internal controls
- Understanding restricted gifts and their impact on organizational flexibility
- Practical steps smaller nonprofits can take to build strong financial foundations
To Learn More and Connect with Courtney:
ForgeAhead.com
Courtney De Ronde on LinkedIn
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In this episode of Agents of Nonprofit, host Alexander Lapa welcomes Jena Lynch from Donorbox to share her insights on how nonprofits can prepare for the busiest fundraising season of the year. From leveraging AI thoughtfully, to building month-by-month strategies, to communicating in ways that truly resonate, this episode is packed with actionable advice to help nonprofits thrive at year-end and beyond.
Topics We Cover:
- Jena’s “superhero origin story” and how she found her path into the nonprofit sector
- The “triple squeeze” challenge nonprofits face today: funding cuts, declining giving, and rising service demands
- Why donor retention matters more than acquisition—and how just a 10% boost can transform lifetime value
- The 3C formula for success: connection, retention, and clarity
- A month-by-month framework for year-end fundraising (September through December)
- How to use AI responsibly for donor communication and engagement
- The power of segmentation and tailoring messages for different donor groups
- Why slowing down, documenting strategies, and planning with intention lead to healthier organizations and sustainable results
To Learn More and Connect with Jena:
Donorbox.org
Jena Lynch on LinkedIn
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In this episode of Agents of Nonprofit, I speak with leadership and mental health advocate Dacia Moore about why mental wellness isn’t a luxury—it’s a leadership essential. From “push-ups for your brain” to the power of margin time, this conversation blends personal stories, practical frameworks, and a call for leaders to model healthy habits for their teams.
Topics We Cover:
- Why nonprofit leadership carries unique mental health challenges
- The zigzag career paths that often lead to executive roles
- Viewing mental wellness as a daily leadership discipline, not a soft skill
- How high-pressure roles mirror the demands placed on elite athletes
- “Push-ups for your brain” — Dacia’s daily mental health routine
- Delegating effectively and focusing on high-impact leadership tasks
- The “margin time” analogy and how white space boosts creativity and decision-making
- Gratitude as a practical tool for resilience and perspective
To Learn More and Connect with Dacia:
Dacia's SW Snippet Newsletter
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In this empowering episode of Agents of Nonprofit, I chat with Shannon Bowen, a former nonprofit executive turned career and leadership coach. From navigating career pivots to confidently negotiating job offers, Shannon reveals how nonprofit workers can build fulfilling, sustainable careers by embracing her bold mantra: Be picky, be expensive, be brilliant.
Topics We Cover:
- Why Shannon transitioned from nonprofit leadership to career coaching
- How nonprofit professionals can earn competitive (even six-figure) salaries
- The difference between soft pivots and hard pivots when changing sectors
- Questions that reveal an organization's true culture during interviews
- How to negotiate more than salary—think PTO, flexibility, and bonuses
- The risks of relying on verbal promises in job offers
- How systemic pay inequity affects women and people of color in nonprofits
- Shannon’s career mantra and how to apply it to your next job search
To Learn More and Connect with Shannon:
Shannon Bowen on LinkedIn
Dream Job Coaching with Monsoon Leadership
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In this episode of Agents of Nonprofit, I welcome Mariah Monique, founder of Sponsorship Catalyst, to discuss how nonprofits can elevate corporate sponsorships from transactional support to mission-aligned, long-term partnerships. From choosing the right sponsors to knowing when to walk away, this conversation is packed with practical advice on diversifying revenue streams, understanding audience psychographics, and building relationships rooted in mutual value and trust.
Topics We Cover:
- Why corporate sponsorships should be strategic partnerships, not one-time donations
- How the pandemic sparked a need for revenue diversification in nonprofits
- The “pie” metaphor for funding sources—and why over-reliance is risky
- What makes a sponsorship offer valuable to both nonprofits and sponsors
- The power of mission alignment and saying no to the wrong sponsorships
- How to identify and evaluate corporate partners based on brand values
- The shift in language from “please donate” to “partner with us”
- Why understanding your audience’s psychographics unlocks better partnerships
To Learn More and Connect with Mariah:
Mariah Monique on LinkedIn
The Sponsorship Catalyst Website
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In this episode of Agents of Nonprofit, I sit down with Scott Minger, Chief Development Officer at Vitamin Angels, to explore how strategic corporate partnerships have fueled the organization's exponential growth—from serving 25 million to 74 million women and children worldwide. For nonprofits looking to deepen their impact through corporate support, this conversation is packed with strategic insight and actionable takeaways.
Topics We Cover:
- How a Walgreens partnership inspired Scott’s transition from retail to nonprofit work
- Why unrestricted corporate funding is a game-changer for nonprofit scalability
- The role of transparency and fiscal credibility in securing long-term partner trust
- Crafting stories that combine emotion, data, and urgency to inspire support
- Building “credibility checking accounts” through consistent impact reporting
- Aligning nonprofit mission with corporate business objectives
- Managing competing goals across similar industry partners without losing integrity
- Advice for nonprofits seeking to enter or grow in the corporate partnership space
To Learn More & Connect with Scott:
Vitamin Angels
Scott Minger on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with digital strategist Matthew Stafford to explore how the online landscape is rapidly evolving—and what that means for nonprofits. If you’re relying on a DIY website or wondering why your traffic isn’t converting, this conversation is for you.
Topics We Cover:
- Why beautiful websites often fail—and how psychology and user behavior influence conversions
- The common pitfalls of DIY website design (and what nonprofits should do instead)
- The rise of AI search engines and the concept of AEO (Artificial Engine Optimization)
- How to increase your chances of being featured in AI-generated search results
- The future of hyper-personalized websites: one visitor, one unique experience
- Data privacy concerns and how even anonymous users leave digital fingerprints
- How platforms like Google and Facebook track behavior across the web
- Why websites should be tools for connection, not shields from it
To Learn More and Connect with Matthew:
BuildGrowScale.com
Matt@BuildGrowScale.com
Semrush SEO Traffic Study
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In this inspiring episode of Agents of Nonprofit, I sit down with Tonya Surman, CEO and co-founder of the Centre for Social Innovation (CSI), to explore her decades-long mission to redesign how nonprofits operate, collaborate, and finance their futures. As the conversation unfolds, Tonya challenges traditional ideas around ownership, scale, and capitalism, offering a vision of a regenerative, relationship-centered economy built on circular design principles.
Topics We Cover:
- Tonya Surman’s journey from grassroots activism to nonprofit innovation
- The founding vision of the Centre for Social Innovation (CSI)
- How shared resources evolved into a thriving social impact ecosystem
- The power and mechanics behind community bonds as financing tools
- Stories of unlikely investors—from new Canadians to 25-year-old Gen Z women
- The challenges of scaling a nonprofit vs. a for-profit structure
- The impact of COVID-19 and interest rates on nonprofit-owned real estate
- A bold vision for “exit to community” and reshaping capitalism with circular design
To Learn More and Connect with Tonya:
SocialInnovation.org
E-mail Tonya
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In this episode of Agents of Nonprofit, I speak with Naomi Hattaway about the underestimated power of sabbaticals in the nonprofit world. Drawing from her personal journey and professional expertise, Naomi reframes sabbaticals as essential leadership and organizational tools—not luxuries. Together, they explore how intentional breaks can reduce burnout, reveal hidden inefficiencies, build leadership capacity, and foster healthier workplace cultures. From pilot programs and funding strategies to reintegration and equity, this conversation is a blueprint for sustainable nonprofit leadership rooted in rest, reflection, and resilience.
Topics We Cover:
- Naomi explains the power of “leaving loudly”
- What a sabbatical really is—and what it isn’t
- Burnout, leadership longevity, and the myth of unlimited PTO
- Why sabbaticals shouldn’t be exclusive to executive directors
- How to pilot a sabbatical and build a culture of rest
- Reintegration tips: what to expect and how to plan a smooth return
- Budgeting for sabbaticals, including internal and external funding options
- Practical ways to embed rest into organizational culture without a full sabbatical policy
To Learn More and Connect with Naomi:
NaomiHattaway.com
E-mail Naomi
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In this episode of Agents of Nonprofit, I welcome Gregory Warner, founder of MarketSmart and creator of the Fundraising Report Card, for a deep dive into data-driven donor engagement. Whether you’re wrestling with donor retention or chasing ROI, this conversation offers a powerful blend of insight and strategy that reframes fundraising as a journey of shared values and lasting relationships.
Topics We Cover:
- Why many nonprofits misuse surveys and feedback tools—and how to fix it
- The “before and after” model for measuring impact and fundraising ROI
- What the Fundraising Report Card reveals about donor retention, upgrades, and lifetime value
- Why donor lifetime value (LTV) is the most predictive and essential fundraising metric
- How to identify and re-engage lapsed major donors hiding in your CRM
- The surprising statistic that 25% of major donors start at the major gift level
- Why relational fundraising beats transactional tactics—and how to offer lasting value
To Learn More and Connect with Gregory:
Fundraising Report Card
Gregory Warner on LinkedIn
Google's Zero Moment of Truth
Fundraising Effectiveness Project
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In this powerful episode of Agents of Nonprofit, I speak with Frank Velásquez Jr., founder of 4 Da Hood and the Ascending Leaders in Color program. Together, we discuss the need for identity-affirming spaces, how to involve white allies in meaningful ways, and why perfectionism and professionalism can be tools of exclusion. With vulnerability and insight, Frank walks us through his leadership journey—and how he's using it to create lasting impact.
Topics We Cover:
- How Frank's journey from Disney to nonprofits led to the founding of 4 Da Hood
- Why the Ascending Leaders in Color program was created and what “in color” truly means
- The importance of healing in racially specific spaces and how white allies can participate effectively
- How race, gender, sexuality, and ability intersect in leadership spaces
- Why code switching, colorism, and “professionalism” can harm authenticity in the workplace
- The three core questions Frank uses to spark deep, reflective group conversations
- How AI tools like Claude support program design—without replacing human-centered facilitation
- Frank’s vision of a future where programs like his are no longer needed because equity has been achieved
To Learn More and Connect with Frank:
4 Da Hood
E-mail Info@4DaHood.com
Frank Velásquez Jr. on LinkedIn
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In this episode of Agents of Nonprofit, I interview experienced grant writer DeaRonda Harrison about the evolving landscape of grant writing. From her early volunteer days to running a professional grant writing practice, DeaRonda shares insights on how nonprofits can stand out in an increasingly competitive funding world. She breaks down the key elements of being "grant ready," the importance of strategic storytelling, the ethical use of compensation models, and how artificial intelligence is reshaping the field. This episode is packed with actionable advice and forward-looking wisdom.
Topics We Cover:
- The story behind DeaRonda Harrison’s journey into grant writing
- What it means to be “grant ready” — the documents and systems nonprofits need in place
- Why storytelling and personalization make or break modern grant proposals
- Common mistakes nonprofits make when writing or outsourcing grant applications
- The rise of fractional grant writers and how retainer models work
- Ethical considerations: Why percentage-based grant fees are problematic
- How AI tools like ChatGPT are transforming — not replacing — grant writing
- A vision for the future: faster, more accessible, and fairer grantmaking systems
To Learn More and Connect with DeaRonda:
June First Firm Website & Grant Checklist
Email DeaRonda
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In this episode of Agents of Nonprofit, I sit down with Brynne Krispin, social media strategist and founder of Cause Fokus, to explore how nonprofits can strategically harness the power of social media. Whether you're managing a large team or running solo, this episode offers practical tools to help your organization build a thriving, mission-aligned digital community.
Topics We Cover:
- Brynne’s journey from aspiring journalist to nonprofit social media strategist
- How social media can support the full donor journey—from discovery to advocacy
- The importance of audience-first strategy when choosing platforms (e.g., LinkedIn vs. Instagram)
- Why casual, authentic content outperforms polished messaging on social media
- Tips for nonprofits on handling engagement without overwhelming their teams
- How humor, honesty, and experimentation build emotional resonance
- The debate around outsourcing vs. hiring a dedicated social media manager
- Using AI to translate complex ideas into engaging digital content
To Learn More and Connect with Brynne:
Brynne on LinkedIn
Cause Fokus Website
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In this episode of Agents of Nonprofit, I sit down with Diana Farias Heinrich to explore her inspiring transition from corporate project management to ethical storytelling in the nonprofit world. We discuss how nonprofits can elevate their storytelling by prioritizing consent, collaboration, and care to protect the dignity and safety of those whose stories they tell.
Topics We Cover:
- Diana’s “superhero origin story” and how a Ghana water project changed her career path
- The risks and ethical pitfalls in traditional nonprofit storytelling
- The critical importance of consent and protecting vulnerable populations in storytelling
- How frontline staff and communications teams can collaborate effectively
- An introduction to the EquaStory framework: Explore, Question, Understand, Approve
- Real-world examples where rushed storytelling caused harm and how to avoid it
- The value of investing time and building trust before publishing stories
- The responsibility nonprofits have when sharing others’ lived experiences
To Learn More and Connect with Diana:
Equa Story Framework
Ethical Nonprofit Summit
Habra Marketing Website
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In this heartfelt episode of Agents of Nonprofit, I welcome David Corke, a seasoned nonprofit leader whose career journey began in hospitality and evolved into a decades-long commitment to community service. From structuring meaningful relationships to navigating sector-wide funding challenges, David offers a deeply personal and practical look at how nonprofits can thrive by staying human-centered and mission-aligned.
Topics We Cover:
- David’s “superhero origin story” from hospitality to nonprofit leadership
- Why relationship-building is the most undervalued asset in the nonprofit world
- The concept of proximity and capacity in strategic relationship management
- How to create sustainable nonprofit models through fee-for-service offerings
- Why owning your revenue stream creates stability and mission clarity
- Barriers to human connection in an overwhelmed, fast-paced sector
- The emotional and strategic value of loving the work you do
- Using technology to free up time for people-centered leadership
To Learn More and Connect with David:
London Training Centre Website
David Corke on LinkedIn
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In this inspiring episode of Agents of Nonprofit, I sit down with Francesca Frederick to explore her unique path from aspiring dancer to nonprofit fundraiser—and now, tech startup CEO. Francesca opens up about how her early arts background led her to fall in love with the purpose-driven world of fundraising. From exploring different sectors to co-founding Grantyd, a platform that automates grant writing, she shares how curiosity and adaptability fueled her journey. The conversation dives into how AI and automation can support, not replace, the human side of fundraising, offering insights for professionals navigating this evolving space.
Topics We Cover:
- Francesca’s unexpected transition from professional dance to nonprofit fundraising
- The benefits of being a “hopper” across different fundraising roles and sectors
- Why exploring niche areas can unlock new professional opportunities in nonprofits
- The founding story behind Grantyd and how tech emerged from a personal need
- Strategies for blending empathy with automation in the grant writing process
- How to assess personal and organizational workflows for greater efficiency
- The importance of self-assessment in tech adoption—without falling into decision paralysis
- Balancing the promise of AI with the irreplaceable human elements of fundraising
To Learn More and Connect with Francesca:
Grantyd Website
Francesca on LinkedIn
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In this inspiring episode of Agents of Nonprofit, I speak with Amina Mohamed, founder of Cameras For Girls, about her transformative work empowering women in East Africa through photography and ethical storytelling. Drawing from her personal journey as a Ugandan refugee turned filmmaker, Amina shares how a single trip back to Uganda led to a grassroots movement that equips women with the skills, tools, and confidence to become storytellers, journalists, and agents of change. This is a must-listen for anyone interested in gender equity, storytelling ethics, and sustainable nonprofit impact.
Topics We Cover:
- How Amina’s background in storytelling and refugee experience led to founding Cameras For Girls
- The ripple effect of teaching photography as a path to employment and self-expression
- Partnering with journalism schools in Africa to close the practical training gap for women
- Why ethical storytelling is a radical act in nonprofit and development sectors
- The harm of traditional NGO language and why terms like “empower” can be problematic
- Real-world examples of participatory photography that honour consent and agency
- How equipment—from point-and-shoot to mirrorless cameras—can transform access
- Why changing the lens means changing the power dynamic in storytelling
To Learn More and Connect with Amina:
Cameras For Girls Website
Cameras For Girls LinkedIn
Cameras For Girls on Instagram
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In this insightful episode of Agents of Nonprofit, I welcome Rohit Mehta, founder of Do Good Funding, to discuss the challenges nonprofits face in today’s funding landscape. Rohit exposes the flaws of commission-based grant writing, explains how his team brings transparency and long-term strategy to the process, and offers expert advice on navigating the current economic and political hurdles. The conversation also dives into the role of AI—both its pitfalls and potential—in the future of grant applications.
Topics We Cover:
- Rohit's "superhero origin story" and early introduction to fundraising
- The ethical problem with commission-based grant writing
- How Do Good Funding offers a transparent, hourly-rate model
- The current challenges in nonprofit funding (2025 economic & political climate)
- The growing wealth gap and its impact on charitable donations
- Why applying to ineligible grants wastes time and damages credibility
- How AI is both a risk and a resource in grant writing and prospecting
- Predictions for the future: AI-driven grant matchmaking and reduced need for traditional applications
To Learn More and Connect with Rohit:Do Good Funding
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In this thought-provoking episode of Agents of Nonprofit, I sit down with Elena Yunusov, founder of the Human Feedback Foundation and former AI advocate at RBC’s Borealis AI lab. Together, we explore the crucial role nonprofits can play in steering artificial intelligence toward ethical, responsible, and human-centered outcomes.
Topics We Cover:
- Why Elena left corporate AI to start the Human Feedback Foundation
- How nonprofit organizations can shape the future of ethical AI
- The flawed logic behind data hoarding and the AGI obsession
- The “tobacco industry” warning for irresponsible AI development
- What responsible AI really means beyond nice-sounding principles
- Why “humans in the loop” is more than just a safety net—it’s a necessity
- How Human Feedback Foundation mentors students to build values-first tech
- The hidden dangers of synthetic data and AI’s impact on human relationships
To Learn More and Connect with Elena:
Elena Yunusov on LinkedIn
HumanFeedback.io
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In this heartfelt and tactical episode of Agents of Nonprofit, I speak with Kel Haney, a fundraising coach who champions the old-school power of the phone call. She breaks down why personal calls still work, even in the age of declining answer rates, and how nonprofits can use warm outreach to foster lasting donor relationships. From crafting compelling voicemails to replacing rigid scripts with conversational frameworks, Kel’s approach is rooted in empathy, authenticity, and action.
Topics We Cover:
- Why phone calls still matter in the digital age
- The power of “warm calls” vs. cold calls in donor outreach
- Crafting voicemails that donors actually want to hear
- How follow-up emails can reinforce your message and drive action
- Best practices for caller ID, remote work tools, and hybrid systems
- Replacing scripts with flexible messaging frameworks
- How thank-you calls and donor stewardship can lead to major gifts
To Learn More and Connect with Kel:
KelHaney.com
8 Phrases Not To Use in Fundraising
5 Tips for Building Your Mid-Level Donor Relationships
Kel Haney on LinkedIn
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In this episode of Agents of Nonprofit, I speak with Tammy Kyte of GiveWise, a digital platform that’s reshaping how Canadians approach charitable giving through donor-advised funds (DAFs). From stock donations to crypto, GiveWise is making generosity more flexible, accessible, and joyful—for both donors and the charities they support.
Topics We Cover:
- What donor-advised funds (DAFs) are—and how they work for everyday donors, not just the wealthy
- How GiveWise partners with financial advisors to manage investments like Apple stock within donor accounts
- The various funding options for DAFs, including property, crypto, and complex assets
- Why reducing reliance on credit card donations can increase impact for smaller charities
- How charities benefit from the platform without needing to sign up or change existing systems
- Success stories showing how the platform supports donors of all income levels
To Learn More and Connect with Tammy:
GiveWise.ca
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In this powerful and compassionate episode of Agents of Nonprofit, I sit down with Loretta Turner, a wellness educator and nonprofit advocate, to explore how nonprofit organizations can create sustainable, people-centered work cultures. Together, we dive into the roots of burnout, the importance of embedding care into organizational strategy, and how reimagining nonprofit careers as fulfilling, equitable paths can transform the sector for the better.
Topics We Cover:
- Loretta’s personal journey from psychology and yoga to nonprofit service
- Why self-accountability is essential to personal well-being
- Common signs of organizational burnout—and how to recognize deeper red flags
- The shared responsibility of leaders and staff in creating a culture of care
- A holistic definition of well-being drawn from the Robert Wood Johnson Foundation
- Why wellness must not be a substitute for fair pay in the nonprofit world
- The case for viewing nonprofit careers as legitimate, long-term professions
- A vision of wealth, wage equity, and sustainable futures for nonprofit workers
To Learn More and Connect with Loretta:
Fund the People
Nonprofit Finance Fund - Full Cost Project
Do Good Leadership Collective
Robert Wood Johnson Foundation
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In this episode of Agents of Nonprofit, I'm joined by Daniel Francavilla to explore the intersection of marketing, storytelling, and nonprofit success. We discuss the critical role of strategic messaging, thought leadership, and authentic storytelling in helping organizations connect with their audience and drive real change.
Topics We Cover:
- How a high school nonprofit project sparked Daniel’s passion for social impact
- The challenges of running a nonprofit and the lessons learned along the way
- Transitioning from design and advertising to nonprofit marketing consulting
- The importance of clear messaging and branding for nonprofits
- Why thought leadership matters and how nonprofit leaders can leverage it
- The rise of authentic, unpolished content and why it resonates with modern audiences
- Storytelling as a powerful tool for donor engagement and community building
- How transparency and vulnerability can build trust and strengthen nonprofit impact
To Learn More and Connect with Daniel:
TheGoodGrowth.company
Personal Branding Guide
DanielDoes.co
Daniel Francavilla on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with Khalid Cannon to discuss how sports and community mentorship can help children of incarcerated parents break free from societal stigma. Through long-term mentorship, structured funding, and a business-minded approach, the organization ensures kids have the opportunity to thrive beyond their circumstances.
Topics We Cover:
- Khalid Cannon’s personal journey from Alabama to Yale and how his upbringing influenced his passion for giving back
- The impact of incarceration stigma on children and how it affects their opportunities and future prospects
- How Put Me In provides financial support to young athletes to cover sports-related expenses
- The importance of long-term mentorship in shaping the success of children from underserved communities
- The emotional and measurable success stories that highlight the deep impact of the program
To Learn More and Connect with Khalid:
PutMeIn.org
Put Me In! on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with Carmen Reis to explore the critical role of training in nonprofit success. The conversation also delves into AI’s growing influence in nonprofit education and the long-term benefits of investing in professional development.
Topics We Cover:
- Why specialized training is essential for nonprofit professionals
- The best approach to training employees: onboarding vs. ongoing learning
- How investing in training can actually improve employee retention
- The role of volunteers and board members in nonprofit training
- Certifications vs. real-world experience: Which matters more?
- How Pharo Academy is bridging the nonprofit knowledge gap with over 100 courses
- Making training accessible across Canada and the U.S.
- The future of AI in nonprofit training and education
To Learn More and Connect with Carmen:
Pharo Academy Website
Hello@PharoNonprofit.com
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In this episode of Agents of Nonprofit, we welcome Maria Rio to explore Community-Centric Fundraising (CCF)—a fresh, equity-driven approach to fundraising that prioritizes the needs of the community over individual donors. Maria breaks down the ten principles of CCF, compares it to traditional donor-centric models, and shares actionable insights for nonprofits looking to make the shift.
Topics We Cover:
- Maria’s journey into the nonprofit world
- What Community-Centric Fundraising (CCF) means and why it matters
- The key differences between donor-centric and community-centric models
- The ten principles of CCF and how nonprofits can apply them
- The origins of CCF and its evolution over the past eight years
- The benefits of adopting a community-driven approach to fundraising
- Challenges and misconceptions about transitioning to CCF
- The future of nonprofit fundraising and where CCF is headed
To Learn More and Connect with Maria:Maria Rio on LinkedIn
The Small Nonprofit Podcast
GoFurtherTogether.ca
Nonprofit AF Blog
The ten principles of Community-Centric Fundraising
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In this episode of Agents of Nonprofit, host Alexander Lapa speaks with Nagi Alsubai, founder of Peer Minds, a nonprofit dedicated to supporting mental health in the Middle Eastern, North African, and South Asian (MENASA) communities. Nagi shares his personal journey, from struggling with mental health stigma to creating a peer mentorship program that fosters open conversations and real change. Tune in to hear how mentorship, lived experience, and strategic partnerships are shaping a new approach to mental wellness.
Topics We Cover:
- The inspiration behind Peer Minds and the need for culturally specific mental health support
- How stigma and cultural expectations impact mental health in MENASA communities
- The power of mentorship and lived experience in overcoming mental health struggles
- The role of pop culture, including Avatar: The Last Airbender and Boy Meets World, in shaping mentorship models
- How Peer Minds is creating safe spaces for Arab and South Asian men to discuss mental health
- The challenges and rewards of running a grassroots nonprofit organization
- Strategies for building partnerships and expanding reach in the nonprofit sector
- The evolving role of virtual and in-person mentorship in supporting mental wellness
To Learn More and Connect with Nagi:
PeerMinds.org
@PeerMindsMentors on Instagram
@Peer-Minds on LinkedIn
E-Mail Nagi@PeerMinds.org
Avatar: The Last Airbender (TV series)
Boy Meets World (TV series)
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How can nonprofits build stronger, long-term donor relationships? In this episode of Agents of Nonprofit, I sit down with Leigh Sandison, founder of Real Path, to discuss the importance of modernizing donor engagement strategies. Leigh shares insights from her journey in both corporate and nonprofit sectors, highlighting the gaps she noticed in fundraising approaches. She explains why many organizations struggle with donor retention, how outdated assumptions hinder fundraising success, and what nonprofits can do to build more effective, data-driven donor relationships.
Topics We Cover:
- Leigh Sandison’s career journey from Macmillan Cancer Support to founding Real Path
- The common mistakes nonprofits make when mapping the donor journey
- Why many fundraising strategies are based on internal assumptions rather than real donor insights
- How qualitative research, like donor interviews, can reshape engagement strategies
- The challenges of donor segmentation and why nonprofits often attract the same demographics
- The cost of acquiring new donors vs. retaining existing ones – and why retention is key
- Strategies for calculating and increasing donor lifetime value (LTV)
- Hidden costs of donor acquisition and why nonprofits need to track their true fundraising expenses
To Learn More and Connect with Leigh:
Email Leigh@RealPath.ca
RealPath.ca
Leigh Sandison on LinkedIn
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The nonprofit sector is facing a major HR crisis, with high turnover rates and a shortage of experienced professionals. In this episode of Agents of Nonprofit I speak with Cindy Wagman about the root causes of these challenges and explores innovative solutions like fractional fundraising. Whether you're a nonprofit leader, consultant, or industry professional, this episode provides actionable strategies to strengthen your organization and retain top talent.
Topics We Cover:
- Cindy's journey from volunteering to nonprofit consulting
- Why nonprofits struggle to hire and retain skilled professionals
- The hidden costs of hiring underqualified staff for key roles
- How leadership gaps contribute to high turnover rates
- The impact of poor mentorship and training on nonprofit employees
- What fractional fundraising is and how it benefits small organizations
- The difference between fractional consulting and traditional consulting
- Tips for managing workload, setting boundaries, and choosing the right clients as a consultant
To Learn More and Connect with Cindy:
FractionalFundraising.co
NonprofitFractionals.com
Cindy Wagman on LinkedIn
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In this episode of Agents of Nonprofit, I'm joined by Sharon Lee, a nonprofit leader with over 20 years of experience. With the Canadian Pulmonary Fibrosis Foundation, Sharon challenges outdated industry practices and embraces innovative strategies to increase engagement and funding.
Topics We Cover:
- How Sharon’s unexpected career shift led her to nonprofit work
- The importance of questioning outdated practices in nonprofit organizations
- Innovative fundraising strategies that move beyond traditional methods
- The power of storytelling and advocacy in driving systemic change
- Overcoming resistance when introducing new ideas in nonprofits
- Sustainable community projects and how they empower local populations
- Servant leadership and its role in creating lasting impact
- The future of nonprofit leadership and the importance of ongoing development
To Learn More and Connect with Sharon:
CPFF.ca
Info@CPFF.ca
Sharon Lee on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with fundraising expert Jessie Katz to uncover the secrets of quick wins in nonprofit fundraising. From high-ROI fundraising events to long-term donor engagement tactics, this conversation is packed with actionable insights that can transform any nonprofit’s fundraising approach.
Topics We Cover:
- Jesse Katz’s journey from social work to nonprofit fundraising
- Why traditional fundraising methods may not be as effective as you think
- What constitutes a "quick win" and how to identify them in your nonprofit
- Real-life example: Turning a $3,000 event into $250,000 in pledges
- The importance of systematizing and replicating successful fundraising models
- How board members can use their networks to strengthen donor relationships
- Crafting a compelling case for support to drive donor engagement
- Moving beyond one-time donations: Building a culture of ongoing donor involvement
To Learn More and Connect with Jessie:
Jessie@zivphilanthropy.com
ZivPhilanthropy.com
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In this episode of Agents of Nonprofit, I sit down with Jennifer Gardner, a former trial lawyer turned leadership coach, to discuss the vital role of emotional intelligence, empathy, and storytelling in effective leadership. Jennifer shares her journey from the courtroom to coaching, revealing how neuroscience and persuasion techniques can help nonprofit leaders engage stakeholders, influence change, and drive impact. Through real-world examples and research-backed insights, she explains why emotional intelligence isn’t just a soft skill—it’s the foundation of true leadership.
Topics We Cover:
- How Jennifer Gardner transitioned from law to leadership coaching
- The science behind empathy, mirror neurons, and human connection
- Why sensitivity and emotional awareness are key to persuasion
- The role of emotional contagion in political and nonprofit leadership
- Balancing logic and emotion for effective persuasion
- Using storytelling, case studies, and data to inspire action
- Ethical influence: using persuasion for positive change
- How nonprofit leaders can develop emotional intelligence for greater impact
To Learn More & Connect with Jennifer:JenniferBGardner.com
Jennifer B Gardner on LinkedIn
@iamjenniferbgardner on Instagram
Empathy, mirror neurons and SYNC articleEmotional Intelligence book by Daniel Goleman
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In this episode of Agents of Nonprofit, I welcome Katelyn Baughan, founder of KB Digital, to explore the untapped potential of email marketing for nonprofits. Katelyn shares her journey from the tech world to nonprofit marketing and dives deep into strategies that drive engagement, retain donors, and boost fundraising success.
Topics We Cover:
- Katelyn's journey from tech to nonprofit marketing and her passion for email communication
- Why email marketing outperforms other channels with a 36:1 ROI for nonprofits
- How A/B testing can improve engagement and reveal audience preferences
- Key email metrics to track: click-through rates, reply rates, and conversion rates
- The importance of maintaining a clean email list to optimize engagement and performance
- Strategies for balancing value-driven content with direct fundraising asks (the 80/20 rule)
- How segmentation and targeted newsletters can boost engagement with specific audience groups
- Tips for creating effective fundraising emails during critical periods like year-end campaigns
To Learn More and Connect with Katelyn:
KatelynBaughan.com
Katelyn Baughan on LinkedIn
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In this powerful episode of Agents of Nonprofit, I speak with Ken Miller, whose life journey is nothing short of transformative. After overcoming a tumultuous childhood, addiction, and time in prison, Ken turned his life around to become a mentor and advocate for young Black men facing similar challenges. Ken’s story highlights the importance of self-belief, mentorship, and breaking through mental roadblocks to achieve personal growth.
Topics We Cover:
- Ken Miller’s early life struggles and transformation from foster care to Dartmouth College.
- The impact of addiction and incarceration on Ken’s life and his eventual turning point.
- The pivotal moments that led to Ken’s recovery and new sense of purpose.
- The significance of mentorship, particularly within the Black male community.
- Challenges faced by young Black men, including the absence of father figures and societal pressures.
- The impact of gang violence and how respect and recognition play a role in youth behavior.
- Ken’s approach to mentoring, starting with the question, "What is your dream?"
- Key books and concepts used in Ken’s mentorship practice to foster self-esteem and trust.
To Learn More and Connect with Ken:KenMillerSpeaks.com
Ken Miller on LinkedIn
The Speed of Trust by Stephen Covey
The Six Pillars of Self-Esteem by Nathaniel Branden
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In this insightful episode of Agents of Nonprofit, I'm joined by Lacey Kempinski, a former fundraiser turned entrepreneur, to explore the evolving concept of work-life balance in the nonprofit sector. Lacey shares her personal journey of navigating motherhood while maintaining her career and the founding of Balanced Good, a company that supports nonprofit leaders, particularly women, with parental leave solutions.
Topics We Cover:
- The challenges of balancing work and parenthood in the nonprofit sector
- Work-life integration: Why it’s a more sustainable solution than work-life balance
- How nonprofit leaders can manage parental leave without causing burnout or resentment
- The importance of offering flexible work environments to reduce burnout
- Differences between parental leave policies in Canada vs. the U.S.
- The difficulties of filling senior roles temporarily during parental leave
- The importance of grassroots advocacy and systemic changes for better parental leave policies
- Collaborating with organizations and policymakers to improve parental leave benefits
To Learn More and Connect with Lacey:
Lacey Kempinski on LinkedIn
Balanced Good on LinkedIn
BalancedGood.com
@BalancedGood on Instagram
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In this special New Year episode of Agents of Nonprofit, I'm joined by my niece Ruby for a refreshingly candid conversation about artificial intelligence, technology’s impact on jobs, and the possibilities of a utopian future.
Ruby, a bright and curious sixth-grader, shares her concerns about robots replacing humans in the workforce and discusses her hopes for a world where people can pursue their passions without financial worries. Together, they dive into topics like Universal Basic Income, the ethics of AI-generated art, and what it might mean to live in a society without money.
This engaging special episode blends thoughtful musings with a dash of youthful imagination - and next week we continue with our regularly scheduled episodes with the regularly scheduled format.
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In this episode of Agents of Nonprofit, I speak with Puneet Luthra, a government relations expert with a deep commitment to the nonprofit sector. Puneet discusses the critical role these relationships play in influencing policy, securing funding, and driving change on social issues. Drawing from his wealth of experience, Puneet provides practical advice on building strategic partnerships with government bodies, aligning nonprofit goals with public priorities, and fostering long-term, collaborative efforts to create lasting societal impact.
Topics We Cover:
- Puneet’s journey into nonprofit-focused government relations and his early experiences with Big Brothers Big Sisters of Canada
- The importance of aligning nonprofit goals with government priorities
- How nonprofits can influence public policy and secure funding through strategic government relations
- Navigating the complex dynamics between nonprofits and government entities
- Understanding the motivations of high-net-worth individuals and government bodies to foster better relationships
- Real-world examples of nonprofit persistence in addressing long-standing societal issues
- The value of maintaining neutrality and avoiding partisan stances when engaging with the government
- Practical steps for nonprofits starting their government relations efforts, including identifying key stakeholders and reaching out to local representatives
To Learn More and Connect with Puneet:
GovernmentRelations.ca
Puneet.Luthra@gmail.com
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In this insightful episode of Agents of Nonprofit, I sit down with Jarrett Ransom, affectionately known as "The Nonprofit Nerd," to discuss her passion for nonprofit work, her unique journey, and her philosophy on fostering wellness and abundance within the sector. Together, we explore the importance of moving away from scarcity-driven mindsets, embracing wellness in nonprofit organizations, and creating sustainable systems to support employees and communities alike.
Topics We Cover:
- How Jarrett Ransom earned the title "The Nonprofit Nerd" and what it means to her
- The early life experiences that shaped Jarrett’s passion for philanthropy
- Why involving children in community service fosters lifelong habits of giving
- Understanding scarcity vs. abundance mindsets in nonprofit organizations
- How shifting to an abundance mindset impacts organizational culture and effectiveness
- The connection between giving and personal well-being for individuals and teams
- Practical ways to incorporate wellness initiatives into nonprofit workplaces
- Tackling financial challenges and ensuring fair compensation for nonprofit employees
To Learn More and Connect with Jarrett:
Jarrett Ransom on LinkedIn
@nonprofit_nerd on Instagram
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In this episode of Agents of Nonprofit, I chat with Caroline Griffin about the transformative power of donor-centric messaging. Caroline shares her unique journey from aspiring Broadway performer to nonprofit professional, weaving together her passion for communication and storytelling. This conversation offers actionable tips for strengthening donor retention and deepening connections through thoughtful messaging.
Topics We Cover:
- Caroline Griffin’s inspiring pivot from theater to nonprofit work
- What "donor-centric messaging" really means and how it goes beyond just using names in emails
- The 7:1 ratio of value-based communication to fundraising asks—and why it works
- How timing and planning can transform your nonprofit’s fundraising strategy.
- The power of open-ended questions like “Why did you donate?” in uncovering donor motivations
- Leveraging AI tools to analyze donor data and draft impactful communications
- Balancing personalization with scalability as nonprofit donor lists grow
- Practical tactics for engaging donors on social media, via SMS, and through email
To Learn More and Connect with Caroline:
Caroline Griffin on LinkedIn
E-Mail Caroline Griffin
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In this episode of Agents of Nonprofit, we welcome Emma Cotner, co-founder of Learn and Earn, an inspiring initiative providing essential online education resources to Ukrainian refugee students affected by the Ukraine-Russia conflict. Emma discusses the program’s unique approach to supporting students aged 9-16 with critical resources like Chromebooks and internet access, the challenges of scaling, and plans for sustainable growth.
Topics We Cover:
- The origin story of the Learn and Earn program and its mission to support Ukrainian refugees
- How Emma and her classmates identified a gap in educational resources for displaced students
- The role of social media and Ukrainian influencers in scaling the program's outreach
- Key challenges in providing Chromebooks and internet access to refugee students in need
- The significance of launch events in building community and teaching tech skills
- Funding efforts, including an annual gala and individual donor contributions
- Scaling issues and the impact of a growing waitlist on program sustainability
- Plans for future expansion, including corporate partnerships and streamlined logistics
To Learn More and Connect with Emma:
Learn and Earn Website
Contact Learn and Earn
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In this episode of Agents of Nonprofit, I sit down with Ben Freda, a former corporate lawyer turned nonprofit leader, to discuss his transformative journey into mission-driven work. We dive into the potential of AI in nonprofits, the ethical implications of advanced AI, and the steps organizations can take to harness technology for meaningful impact.
Topics We Cover:
- Ben’s journey from corporate law to nonprofit consulting, and what fueled his decision to change careers
- How an unexpected volunteer role inspired Ben’s passion for community-focused work
- The current impact of AI on nonprofit operations, from automating tasks to boosting productivity
- Why generative AI, like ChatGPT, is especially useful for small to medium-sized nonprofits
- The potential of predictive AI to improve donor management and fundraising strategies
- Challenges that nonprofits face in adopting AI, particularly around data organization and cost
- Ethical considerations surrounding AI, including the potential risks of advanced general intelligence (AGI)
- A hopeful vision for the future, where AI enables nonprofits to focus on tasks requiring human connection and creativity
To Learn More and Connect with Ben:
AI Consulting
BFCDigital.com
Email Ben@BFCDigital.com
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In this episode of Agents of Nonprofit, I dive into an insightful conversation with Christina Edwards, a seasoned consultant specializing in nonprofit marketing and fundraising. Christina challenges nonprofits to embrace agility, risk-taking, and genuine connection to better reach and resonate with today's audiences.
Topics We Cover:
- Christina’s journey from creative entrepreneur to nonprofit consultant
- Why nonprofits often lag behind in digital marketing—and how to change that
- Integrating marketing and fundraising efforts to maximize impact
- Using storytelling as a tool for effective donor engagement
- Understanding modern audience behaviors and adapting to their expectations
- Overcoming organizational resistance to digital marketing innovation
- Practical tips for writing authentic, relatable nonprofit emails
- Finding a balance between professionalism and personality in communication
To Learn More and Connect with Christina:
Purpose & Profit Club Podcast
Splendid Consulting Website
Splendid Consulting on Instagram
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In this episode of Agents of Nonprofit, I sit down with Sheri Chaney Jones, a leader in impact measurement for nonprofits, to discuss how data-driven strategies can strengthen nonprofit credibility, improve program effectiveness, and increase funding opportunities. Sheri shares her "renaissance of relevance" framework, highlighting why nonprofits must embrace data not only for accountability but also for continuous improvement in serving their communities.
Topics We Cover:
- Sheri's journey into data analytics and her passion for measuring nonprofit impact
- Why the "renaissance of relevance" is essential for nonprofit credibility
- How nonprofits can benefit from data-driven decision-making, especially during economic downturns
- Examples of how data exposed unexpected program outcomes, leading to crucial changes
- Techniques for measuring intangible outcomes like confidence and self-sufficiency
- Using dashboards and data visualizations to build a data-centric culture
- Communicating impact through a three-point story: activity, quality, and benefits
- The importance of leadership commitment to foster a culture of continuous improvement and transparency
To Learn More and Connect with Sheri:
SureImpact.com
Sheri Chaney Jones on LinkedIn
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In this inspiring episode of Agents of Nonprofit, Alexander Lapa sits down with Aisha Addo, the visionary founder of Power to Girls, a nonprofit organization providing safe spaces and holistic support for Black and marginalized girls in Canada and Ghana. Aisha shares her personal journey, from overcoming societal expectations to establishing an organization that empowers young women through mentorship, skill-building, and mental health support.
Topics We Cover:
- Aisha's journey from foster care to founder of a groundbreaking nonprofit
- How a powerful moment in church sparked her mission to support marginalized girls
- Building Power to Girls from a small gathering into an international nonprofit
- The organization’s holistic approach: personal development, mental health, entrepreneurship, and leadership
- How mentorship plays a central role in the nonprofit’s impact
- Adapting programs to meet the specific needs and interests of participants
- Practical advice for nonprofit leaders: documenting processes, building accountability, and staying mission-focused
- Leveraging technology to connect girls with resources and mentors across borders
To Learn More and Connect with Aisha:
PowerToGirls.com
Power Talks Podcast
Power To Girls Instagram
Power To Girls LinkedIn
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In this episode of Agents of Nonprofit, I welcome Candice Elliott, an expert in nonprofit employee wellness, to explore how organizations can better support their teams’ mental well-being. Candice shares insights on how nonprofits can enhance social infrastructure, offer meaningful non-monetary compensation, and adapt to evolving workplace dynamics like remote work, all while ensuring their teams thrive long-term.
Topics We Cover:
- Candice’s journey from nonprofit board member to mental health advocate
- The critical role of social infrastructure in supporting employees' well-being
- How nonprofits can offer non-monetary compensation like training and development
- Balancing remote vs. in-person work for diverse team needs
- Strategies for conflict resolution in a remote work environment
- "Regenerative practices" for long-term employee growth and avoiding burnout
- The mental health crisis in the workplace: why nonprofits need to take action
- Using employee surveys to identify stress points and improve workplace sustainability
To Learn More and Connect with Candice:
FortressAndFlourish.com
@Back.Pocket.HR on Instagram
The Hearth Podcast
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In this episode of Agents of Nonprofit, we're with Sean Kosofsky, an activist and nonprofit expert, to discuss the vital role employment contracts play in protecting nonprofit executives, especially Executive Directors. With practical advice on navigating contract negotiations, Sean highlights the importance of ensuring job security, avoiding board conflicts, and ultimately strengthening organizational stability.
Topics We Cover:
- Sean's journey into activism and nonprofit work
- The concept of "at-will" employment and its impact on the nonprofit sector
- Why employment contracts are less common in nonprofits
- The importance of contracts for nonprofit Executive Directors
- How contracts protect Executive Directors from sudden termination and board conflicts
- Misconceptions about negotiating contracts while already employed
- Strategies for nonprofit leaders to showcase their value to the board
- How contracts benefit both nonprofit executives and their organizations
To Learn More and Connect with Sean:
Sign-Up for the Become Fireproof Masterclass
The Nonprofit Fixer Website
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In this episode of Agents of Nonprofit, I speak with Camesha Cox, the founder of The Reading Partnership, a nonprofit transforming the literacy landscape for marginalized families in Canada. Camesha shares her journey from working in the UK to establishing The Reading Partnership in Toronto, emphasizing the power of community-driven solutions in tackling literacy challenges. Through inclusive, family-centered programs, Camesha discusses how her organization is disrupting systemic barriers to literacy and helping children thrive.
Topics We Cover:
- The origins of The Reading Partnership and its early success in Toronto
- How literacy disproportionately affects Black, racialized, and low-income children in Canada
- The impact of interactive, play-based learning in early childhood education
- Scaling "Kids Read" from a local to a national literacy initiative
- The development of a French version of the Reading Partnership for Parents program
- The vital role of community collaboration in overcoming literacy challenges
- Empowering parents and educators to build lasting literacy skills in children
- Heartwarming success stories from families transformed by the Kids Read program
To Learn More and Connect with Camesha:
The Reading Partnership Website
@TRPNow on X (Formerly Twitter)
@TRPNow on Instagram
Donate to The Reading Partnership
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In this episode of Agents of Nonprofit, I sit down with Holly Rustick, an expert in grant writing, to uncover her incredible journey from accidental grant writer to industry leader. Holly shares her inspiring origin story, which began in the aftermath of the 2004 Asian tsunami, and reveals how she turned a career born from necessity into a thriving business that helps nonprofits secure the funding they need.
Topics We Cover:
- Holly's unexpected introduction to grant writing during the 2004 Asian tsunami recovery efforts
- The evolution of her career from community development in Indonesia to freelancing internationally
- The dual roles of a grant writer: strategist and fundraiser
- Why many nonprofits struggle with "50 hats" culture and how it affects grant success
- Strategies for involving volunteers, board members, or interns in the grant writing process
- Training as a key motivator for potential grant writers in nonprofits
- The pros and cons of hiring a full-time grant writer versus outsourcing to a freelancer
- How nonprofits can benefit from employees transitioning to freelance grant writers
To Learn More and Connect with Holly:
GrantWritingandFunding.com
Grant Writing and Funding Webinar
The Grant Writing and Funding Podcast
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In this episode of Agents of Nonprofit, I speak with Eric Osuorah to unravel the transformative impact of artisanal marketplaces and the role of Web3 technology in their evolution. Eric, with his rich background in engineering, digital transformation, and philanthropy, provides a deep dive into how decentralized platforms are reshaping the way artisans connect with consumers.
Topics We Cover:
- What are artisanal marketplaces
- Centralized vs. Decentralized Marketplaces
- Why decentralized marketplaces are gaining traction, and what it means for artisans and consumers
- Potential downsides of decentralized platforms, including regulation and content control
- How decentralized marketplaces approach rule-setting and community involvement
- The barriers to Web3 adoption and how to make it more accessible and user-friendly for everyday users
- Building and Scaling Decentralized Marketplaces
- How to create a unique value proposition and stand out in the decentralized marketplace space
To Learn More and Connect with Eric:
Eric Osuorah on LinkedIn
AFOMA Marketplace Website
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In this episode of Agents of Nonprofit, I speak with Maggie Kane, founder and executive director of A Place at the Table, Raleigh’s first pay-what-you-can restaurant. Maggie shares the inspiring story behind the creation of the café, which offers a dignified dining experience for everyone, regardless of their financial situation. Learn how this innovative restaurant serves 200-250 meals daily through a model that blends volunteering, local sourcing, and a community-driven mission.
Topics We Cover:
How A Place at the Table’s pay-what-you-can model works
Fostering community through dignified dining experiences
The logistics of running a volunteer-driven restaurant
Creative ways customers can support the restaurant's mission
Partnering with local farms for fresh, seasonal ingredients
Engaging corporate sponsors to support a nonprofit initiative
Overcoming challenges in the restaurant industry as a nonprofit
Maggie Kane's personal journey and motivation behind the mission of A Place at the Table
To Learn More and Connect with Maggie:
A Place at the Table Website
A Place at the Table Facebook
Visit A Place at the Table in Raleigh
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In this inspiring episode of *Agents of Nonprofit, I sit down with Kenita Smith. Kenita candidly shares her journey, from the early misconceptions about nonprofit funding to becoming a grant-writing expert. She discusses the hurdles new nonprofits face when applying for grants, the importance of being "grant-ready," and how to build strong relationships with funders. Tune in for actionable insights on securing funding, sustaining a nonprofit, and the power of transparency in the nonprofit sector.
Topics We Cover:
- Kenita's journey from single parent to nonprofit founder
- The challenges of securing funding as a new nonprofit
- Key misconceptions about grant writing and 501(c)(3) certification
- The importance of data, impact stories, and sustainability in grant applications
- How to become "grant-ready" and attract large foundations
- Building trust with funders through transparency and honest communication
- The balance between restricted and unrestricted grants post-Covid
- Maximizing grant impact through collaboration and strategic partnerships
To Learn More and Connect with Kenita:
Starting My Nonprofit Website
Starting My Nonprofit Instagram
Starting My Nonprofit Facebook
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Due to some unforeseen circumstances (and a few unlucky coincidences), we won't have a full episode this week. Instead, I've recorded this quick update to keep you in the loop.
This would be the perfect time to go back through our feed of 120+ episodes to find an interesting subject you might have missed (or re-visit a favourite topic/guest).
We'll be back up & running in no time with some more Agents of Nonprofit. Until then, keep doing good in the world!
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In this episode of Agents of Nonprofit, I welcome Jonathan Beck, a tech entrepreneur turned nonprofit innovator. Jonathan shares his journey from Silicon Valley to creating "WeGive," a platform that revolutionizes how nonprofits manage donations and engage with donors. He emphasizes the power of personalization at scale in fundraising and how a deeper connection with donors can enhance retention and impact.
Topics We Cover:
- Jonathan's journey from Silicon Valley to the nonprofit world
- The inspiration behind creating "WeGive" and its core functionalities
- The philosophy of "freely you've received, so freely give" and its impact on nonprofit work
- Challenges of achieving personalization at scale in nonprofit fundraising.
- How "We Give" compares to "Shopify for nonprofits" in managing donations and donor interactions
- The importance of meaningful, personalized communication in retaining donors.
- The role of digital tools in enhancing donor engagement and creating personalized donor experiences
- Strategies for nonprofits to use raw, authentic content to connect with their audience
To Learn More and Connect with Jonathan:
WeGive Website
Jonathan Beck on LinkedIn
E-Mail Jonathan@WeGive.com
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In this episode of Agents of Nonprofit, I talk with Dr. Bev Browning, a seasoned veteran in the nonprofit world and the author of "Grant Writing for Dummies." Bev shares her journey from Flint, Michigan, to becoming a leading expert in grant writing, offering invaluable advice for new nonprofits. Drawing from her extensive experience, Bev discusses the most common mistakes nonprofits make, from ownership misconceptions to board dynamics, and offers practical solutions to ensure long-term success.
Topics We Cover:
- The inspiring story of Dr. Bev Browning's journey from Michigan to becoming a grant writing expert
- Five critical mistakes that can derail new nonprofits
- The dangers of treating a nonprofit as personal property
- Why involving your board in crafting the mission statement is crucial
- The importance of a "give or get" policy for board members
- How to effectively engage board members in fundraising efforts
- The role of diversity and lived experience on nonprofit boards
- Leveraging AI to enhance nonprofit operations and fundraising strategies
To Learn More and Connect with Dr. Bev:
Dr. Bev Browning Website
Bev Browning on LinkedIn
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This episode of Agents of Nonprofit features guest James Thorne, founder of Quirk Growth, a marketing and fundraising agency specializing in nontraditional approaches for nonprofits. James shares his unique journey from the food industry to launching a remote digital agency that empowers nonprofits to maximize their fundraising potential through innovative digital strategies.
Topics We Cover:
- James Thorne’s transition from the food industry to nonprofit fundraising
- The foundation and mission of Quirk
- The importance of blending traditional and nontraditional fundraising methods
- How e-commerce can support nonprofit fundraising through print-on-demand and dropshipping
- An introduction to the sweepstakes model as a powerful fundraising tool
- Legal distinctions between raffles and sweepstakes and their implications for nonprofits
- The challenges and benefits of running charity sweepstakes, with insights from "Vehicle for Good.
- Future opportunities for expanding nontraditional fundraising efforts to support a broader range of nonprofits
To Learn More and Connect with James:
Vehicle For Good Website
Quirk Growth Website
@VehicleForGood
@QuirkGrowth
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In this episode of Agents of Nonprofit, we reconnect with Geng Wang, CEO of Civic Champs, to explore the remarkable evolution and growth of the organization over the past year and a half. Civic Champs, dedicated to optimizing volunteer management for nonprofits, has undergone significant changes in team composition and outreach strategy, shifting from outbound to inbound marketing. Geng shares insights on the impact of these changes, the importance of SEO, the value of in-person conferences, and their approach to leveraging both short-term experts and long-term roles.
Topics We Cover:
- The transformation of Civic Champs since the last interview
- Shifting from outbound to inbound marketing strategies
- The importance of SEO and content creation for nonprofit visibility
- Leveraging in-person conferences and external advisors for growth
- Balancing delegation and personal involvement in sales and fundraising
- Challenges and lessons learned from outbound sales and contractor engineers
- The role of technology in refining and automating processes
- Strategies for attracting and retaining purpose-driven talent
To Learn More and Connect with Geng:
Civic Champs Website
E-mail Geng@CivicChamps.com
Geng Wang on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with Julie Edwards, the Nonprofit Maven, to discuss the crucial role of thanking donors in the nonprofit sector. Julie shares her journey from marketing and communications to becoming the Director of Development and Marketing for a local humane society. She highlights how she built successful development and marketing programs from the ground up, significantly boosting donations.
Topics We Cover:
- Julie Edwards’ transition from marketing to nonprofit work
- Building development and marketing programs from scratch
- Ethical persuasion in fundraising and donor relations
- Overcoming the fear of asking for donations in nonprofits
- The importance of donor retention over acquisition
- Creative and cost-effective ways to thank donors
- Real-life stories of impactful donor appreciation gestures
- Current trends in donor behaviour post-Covid and adapting to them
To Learn More and Connect with Julie:
The Nonprofit Maven Website
Julie Seymour Edwards on LinkedIn
E-mail Julie@theNonprofitMaven.co
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In this episode of Agents of Nonprofit, I interview Jamal Burger, the founder of Kickback, a youth-led movement from Toronto, Canada. Jamal shares his personal journey from growing up in a low-income neighbourhood to creating a nonprofit that provides footwear and support to underprivileged youth. He discusses the organization's evolution, its impact on the community, and the challenges of scaling while staying true to its mission. This heartfelt conversation highlights the transformative power of giving back and the importance of ethical impact measurement.
Topics We Cover:
- The origins and mission of Kickback, inspired by Jamal’s personal experiences
- How a simple pair of shoes can boost a child's confidence and sense of equality
- The expansion of Kickback's mission to include sports, arts, and education programs
- Organizing community events like basketball tournaments, haircuts, and educational workshops
- Corporate partnerships in enhancing the impact of nonprofit initiatives.
- Challenges of sustaining a nonprofit financially and ensuring fair compensation
- The importance of mentorship and personal growth in nonprofit leadership
- Ethical ways to measure and report impact while respecting the humanity of those served
To Learn More and Connect with Jamal:
Donate to Kickback
Kickback.org
Kickback Foundation on LinkedIn
Kickback Foundation on Instagram
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In this insightful episode of Agents of Nonprofit, I chat with Heather Hooper, a consultant and executive director of Dementia Alliance of North Carolina. Heather shares her journey from personal tragedy to a dedicated career in the nonprofit sector, revealing how strategic planning can transform organizational vision into actionable goals. Through detailed discussions on retreat planning, staff alignment, and adapting to future trends, Heather provides a comprehensive guide to creating and maintaining effective strategic plans for nonprofits.
Topics We Cover:
- Heather Hooper's personal journey and inspiration for joining the nonprofit sector
- The critical role of strategic planning in achieving a nonprofit's mission and vision
- Crafting a concise, actionable four-page strategic plan
- The importance of quarterly and annual planning retreats for staff alignment
- Balancing in-person and virtual meetings for effective strategic planning
- Integrating new systems and processes to support organizational goals
- Ensuring team buy-in and alignment amidst staff turnover
- Future trends in strategic planning, including agility, DEI initiatives, and the ethical use of AI
To Learn More and Connect with Heather:
Heather Hooper on LinkedIn
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This illuminating episode of Agents of Nonprofit is with Breanna LaShell and her dynamic journey in the nonprofit sector. From founding a bullying prevention organization at 16 to becoming a nonprofit coach, Breanna shares invaluable insights on managing and leading impactful nonprofits. This episode delves into the unique challenges and advantages faced by younger nonprofit founders and offers practical advice for those looking to make a difference.
Topics We Cover:
- Breanna’s early start in nonprofit work: Founding a bullying prevention organization at 16
- Transitioning from founder to nonprofit coach
- Differences between younger and older nonprofit founders
- Balancing personal passion with professional conduct
- Practical advice for aspiring young founders
- Vision clarity, team building, resilience, and adaptability
- Importance of experienced guides for young nonprofit leaders
- How personal experiences drive nonprofit passion and commitment
To Learn More and Connect with Breanna:
@coach_breannalashell on Instagram
www.breannalashell.com
breanna@breannalashell.com
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In this episode of Agents of Nonprofit, I sit down with Morgan Gross, a seasoned international development professional, to explore the intricacies of expanding nonprofit operations beyond borders. Morgan shares her journey from being a second-grade teacher to co-founding a nonprofit and eventually leading international fundraising efforts across Africa. Together, we look into the motivations, challenges, and strategies for nonprofits looking to broaden their impact on a global scale.
Topics We Cover
- Morgan's origin story from a second-grade teacher to an international nonprofit leader
- Key strategies for establishing trust with international donors
- Adapting to different cultural norms when working in new regions
- The pros and cons of partnerships and establishing local offices
- Tips for reaching out and maintaining relationships with donors abroad
- Technology that helps expand nonprofit storytelling and fundraising internationally
- Understanding the why when expanding to abroad
To Learn More and Connect with Morgan:
FundraisingBeyondBorders on Instagram
Morgan Gross on LinkedIn
FundraisingBeyondBorders Website
Agents of Nonprofit - Authentic Storytelling Narrative Episode
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In this episode of Agents of Nonprofit, we're with guest Evan Johnson to explore the rapidly changing landscape of nonprofit fundraising. Evan shares his unique journey from political campaigns to becoming a key player in Project Hope, a global health and humanitarian organization. Together, we delve into the pre- and post-pandemic shifts in fundraising, the rise of innovative donation channels, and the evolving expectations of younger donors.
Topics We Cover:
- Evan’s unexpected transition from political campaigns to nonprofit fundraising
- The impact of COVID-19 on fundraising strategies and practices
- Emerging trends in donation channels, including cryptocurrency and live-streaming platforms
- Engaging Gen-Z donors and their unique expectations
- The importance of transparency and real-time communication with supporters
- Balancing traditional fundraising methods with innovative approaches
- Building stronger relationships through donor involvement and co-creation
- Strategic budgeting and the importance of adaptability in resource allocation
- Future trends in nonprofit fundraising and the focus on community building
To Learn More and Connect with Evan:
Evan Johnson on LinkedIn
Email EJohnson@ProjectHope.Org
Project Hope
Email EvanJ@USA.com
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In this episode of Agents of Nonprofit, we're with Rolanda McDuffie, a seasoned CPA specializing in nonprofit accounting. Rolanda shares her 25-year journey from a church volunteer to running her own CPA firm, dedicated to helping nonprofits achieve financial health and compliance. We delve into the intricacies of nonprofit accounting, the importance of audit readiness, the challenges of grant management, and the transformative impact of technology and AI in the sector.
Topics We Cover:
- The critical aspects of financial management in the nonprofit sector
- How accurate financial records, strong internal controls, and compliance with grant terms can make or break a nonprofit
- The differences between nonprofit and for-profit accounting, the importance of a knowledgeable board, and how technology can streamline financial processes
- Key differences between nonprofit and for-profit accounting
- The importance of accurate and comprehensive financial records
- Ensuring audit readiness: Best practices and common pitfalls
- Challenges and strategies in grant management
To Learn More and Connect with Ronda:
Book: Creating a Successful Nonprofit by Knowing the Numbers
Rolanda S. McDuffie, CPA Website
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In this episode, we're with Ed Harris, founder of Blue Hills Digital, to uncover the secrets behind effective nonprofit websites. With over a decade of experience in the nonprofit sector, Ed shares invaluable insights on website management and development, emphasizing the critical role a robust online presence plays in advancing an organization’s mission.
Topics We Cover:
- Ed's journey from grad school research to running a full-time business supporting nonprofits
- Why websites matter
- The crucial elements of nonprofit websites, from clear mission communication to technical necessities like security and mobile-friendliness
- When and why a website redesign is needed, and how to approach it for maximum impact
- Choosing the right tools and technologies based on organizational needs.
- The significance of a thorough design phase to ensure a well-structured, user-friendly website
- Tips on deciding what content to retain, update, or archive during a website overhaul.
- Weighing the pros and cons of WordPress versus managed platforms like Squarespace and Wix
To Learn More and Connect with Ed:
Blue Hills Digital Website
Ed Harris on LinkedIn
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In this compelling episode of Agents of Nonprofit, we dive into the intricacies of conflict management within nonprofit organizations with expert mediator Carol Bowser. Drawing from her rich background in mediation and conflict resolution, Carol shares insightful strategies and real-world experiences, emphasizing the unique challenges faced by mission-driven organizations. This episode offers nonprofit leaders invaluable guidance on addressing and preventing workplace conflicts, fostering a more cohesive and productive environment.
Topics We Cover:
- How Carol Bowser’s early involvement with a local nonprofit during law school sparked her passion for conflict resolution
- The different ways conflicts can surface across various nonprofit sectors, from healthcare to education
- Symbolic significance of core values like trust and communication in managing conflicts
- Recognizing the signs of inefficiency and frustration caused by unresolved conflicts, and their impact on organizational performance
- Managing Power Dynamics
- Challenges of transitioning from a startup mindset to a structured environment as nonprofits grow
- The potential and limitations of using AI to aid in conflict resolution, enhancing professional communication while maintaining the human touch
To Learn More and Connect with Carol:
Carol on LinkedIn
Conflict Management Strategies on LinkedIn
Conflict Management Strategies Website
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In this episode of Agents of Nonprofit, I sit down with Billy Starr, the visionary founder of the Pan-Mass Challenge (PMC). Billy shares his heartfelt journey from personal loss to creating one of the most successful cancer fundraising events in history. Discover how a small bike-a-thon with 36 participants evolved into a monumental event with over 6,000 riders and $1 billion raised for cancer research.
Topics We Cover:
- Billy Starr's motivation rooted in personal loss and the Appalachian Trail
- The first PMC ride and its unexpected success
- Expansion from one route to 16, involving thousands of participants and volunteers
- Unique approaches like the fundraising minimum and corporate partnerships
- Building a dedicated, multigenerational participant base
- Managing routes, weather, and volunteer coordination
- Expansion plans, higher fundraising targets, and new event formats
To Learn More and Connect with Billy:
Pan-Mass Challenge Website
Billy Starr Talk at TedxBoston
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In this episode of "Agents of Nonprofit," I sit down with Alejandro Mayoral to explore the intersection of technology, nonprofit work, and indigenous empowerment. Alejandro shares his journey from computer science student to nonprofit founder, discussing the grassroots approach to co-creating projects with indigenous communities in Mexico and Canada. Together, we explore the challenges and opportunities within the nonprofit sector, emphasizing the importance of understanding cultural nuances and fostering technological empowerment.
Topics We Cover
- Alejandro's transition from computer science to nonprofit work with indigenous communities
- The grassroots approach to co-creating projects with indigenous communities in Mexico and Canada
- The role of technology in preserving and revitalizing indigenous culture, including digital art and online communities
- Strategies for creating inclusive training programs and fostering cultural pride within the tech industry
- Overcoming systemic barriers and promoting diversity, equity, and inclusion (DEI) in tech companies
- Meaningful engagement and mentorship in preparing indigenous talent for success in the corporate world
- Advocating for systemic changes in how talent is valued and compensated within the nonprofit sector
- How interested individuals can connect with the Indigenous Friends Association and support their mission
To Learn More and Connect with Alejandro:
https://www.instagram.com/indigenousfriends/
https://www.tiktok.com/@indigenousfriends
https://www.facebook.com/indigenousfriends
https://www.indigenousfriends.org
https://www.linkedin.com/company/23674037/
info@indigenousfriends.org
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In this captivating episode of Agents of Nonprofit, I invite Jeremy Stern to unravel the secrets behind transforming nonprofit fundraising through innovative business strategies. From personal anecdotes to practical insights, this episode is a must-listen for nonprofit professionals seeking to elevate their fundraising efforts and make a lasting difference in their communities.
Topics We Cover:
- From childhood aspirations to grassroots nonprofit leadership
- Redefining nonprofits as mission-driven entities with transformative potential
- Leveraging business practices for sustainable impact in the nonprofit sector
- The power of data-driven decision-making and goal setting in nonprofit success
- Gamification, recognition, and intrinsic motivation in driving fundraising efforts
- Encouraging nonprofits to invest in technology and strategic initiatives for long-term growth
- Jeremy's wealth of experience offers actionable advice for nonprofits navigating the fundraising landscape
To Learn More and Connect with Jeremy:
Jeremy Stern on LinkedIn
Drive by Daniel H. Pink Book
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In this episode of Agents of Nonprofit, I engage in a thought-provoking conversation with executive coach Jenny Mitchell. They delve into the realm of mindset in the nonprofit sector, exploring how shifting from scarcity to abundance can fuel personal and organizational growth. From neuroscience to negotiation strategies, they uncover practical insights for navigating challenges and fostering meaningful connections.
Topics We Cover:
- The power of mindset in the nonprofit world
- How embracing an abundant mindset can transform personal and organizational outcomes
- Practical strategies for shifting from scarcity to abundance, drawing from neuroscience and psychology
- Negotiation tactics and interpersonal dynamics, with a focus on active listening and understanding
- Misconceptions about mindset work and uncover the transformative potential of intentional living
- The power of vulnerability and self-awareness for resilience and growth in the face of challenges
To Learn More and Connect with Jenny:
Jenny Mitchell on LinkedIn
Chavender
Underdog Leadership Podcast
Embracing Ambition Book
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Today we dive into the world of prospect research in the nonprofit sector with special guest Mark Egge. From unexpected beginnings at the Indiana University Foundation to the intricacies of deciphering donor behavior, this episode explores the fusion of data-driven insights and human intuition in fundraising strategies.
Topics We Cover:
- Mark shares their unconventional path from music to research, drawing parallels between interpreting music and piecing together information in prospect research
- Goals of prospect research
- The importance of collaboration between researchers and fundraisers in cultivating strong donor relationships and driving fundraising success
- From wealth screening to individual profiling, gain insights into the nuanced process of prospect research and the balance between individual and group analysis
- Formulaic vs. qualitative approach
- Discover the role of data and analytics in decision-making processes, including the value of systematizing data and predictive modeling in identifying potential donors
- Maximizing fundraising potential
- Reflect on the importance of thinking big and leveraging research to unlock the full potential of donor relationships in achieving fundraising success
To Learn More and Connect with Mark:
Mark Egge on LinkedIn
Itasca Partners Website
How To Measure Anything Book
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In this episode of Agents of Nonprofit, I sit down with nonprofit expert Anna Taylor to explore the intricacies of capacity building within the nonprofit sector. Drawing from seven years of experience in nonprofit capacity planning, Anna shares valuable insights and practical advice for nonprofit professionals seeking to navigate the complexities of organizational growth.
Topics We Cover:
- The world of capacity building within nonprofit organizations
- Anna's journey from a corporate volunteer program to becoming a key player in nonprofit capacity planning
- The definition of capacity planning and its importance in assessing resources, program needs, and organizational evolution
- Manpower, fundraising strategies, access to expertise, and organizational systems
- Aligning staffing needs with program requirements and leveraging diverse expertise within nonprofit teams.
- Challenges and opportunities facing nonprofit organizations in navigating capacity planning and fundraising efforts
- Evolving role of technology, including AI, in capacity planning, and the importance of human expertise in interpreting AI-generated insights.
To Learn More and Connect with Anna:
TheGreaterSum.org
Anna Taylor on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with Rashaunda Williams, founder of Collective Impact, to explore the challenges and solutions facing BIPOC-led social impact organizations. From grassroots origins to the self-funding dilemma, Rashaunda shares insights into building sustainable nonprofits while advancing community missions.
Topics We Cover:
- Rashaunda's journey and the genesis of Collective Impact, a company supporting BIPOC-led nonprofits
- Resource constraints and capacity building challenges faced by BIPOC social impact organizations
- Effective communication, personal development, and strategic partnerships to overcome hurdles
- Technology's role in efficiency and automation with recommendations for project management systems and donor relations
- A shift towards abundance thinking, collaboration, and business-minded approaches within the nonprofit sector
To Learn More and Connect with Rashaunda:
Rashaunda Williams on LinkedIn
Collective Impact Instagram
Collective Impact Website
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In this episode of Agents of Nonprofit, I sit down with Mike Prosserman to discuss the intricacies of succession planning within nonprofit organizations. Drawing from personal experiences and professional insights, Mike sheds light on the importance of proactive planning, board involvement, and maintaining trust and communication throughout the succession process.
Topics We Cover:
- Mike's journey into the nonprofit sector, starting with a passion for breakdancing and mental health advocacy
- The distinction between succession and transition planning
- Triggers for succession, practical aspects of planning, and the critical role of the board chair
- Creating timelines, updating job descriptions, and transferring relationships to set the organization up for success
- The human element of succession planning
- Missed opportunities in celebrating outgoing leaders
To Learn More and Connect with Mike:
EpicLeadership.ca
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In this episode of Agents of Nonprofit, I sit down with Kristie Magee Porcaro from Operation Smile to unravel the organization's extraordinary journey from a humble medical mission to a global humanitarian powerhouse. Christy sheds light on Operation Smile's founding principles, innovative strategies, and impactful collaborations, offering insights into the future of global healthcare.
Topics We Cover:
- The heartwarming story behind Operation Smile's inception, sparked by a life-changing medical mission in the Philippines and fueled by a relentless commitment to transforming children's lives
- How Operation Smile has evolved over four decades, expanding its reach to 36 countries, mobilizing thousands of volunteers, and performing life-altering surgeries for nearly 400,000 children worldwide
- Comprehensive Care Beyond Surgeries
- The role of technology in Operation Smile's work, from cutting-edge surgical equipment to advanced 3D scanners, and explore how partnerships with corporate sponsors drive innovation and efficiency.
- Secrets to successful partnerships, as Operation Smile collaborates with NGOs, corporate sponsors, and healthcare professionals to build sustainable healthcare systems and empower local communities
- Practical tips for nonprofits seeking to amplify their impact, emphasizing the importance of trust, respect, and shared values
To Learn More and Connect with Kristie:
Operation Smile Website
Kristie on LinkedIn
Operation Smile Student Programs
Operation Smile Corporate Partnerships
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Join host me in a captivating conversation with Diana Coyle, executive director of a small community-based nonprofit, as we explore the abstract nature and philosophy of nonprofits. From superhero origin stories to collaborative efforts blurring sector boundaries, this episode goes into the dynamic landscape of nonprofit work and its transformative impact on individuals and communities.
Topics We Cover:
Diana shares her journey into nonprofit work, shaped by childhood community involvement and a passion for making a difference
The diverse spectrum of nonprofits addressing societal needs
Discover how nonprofits, for-profit companies, and government sectors join forces to tackle shared challenges and serve communities effectively
Finding meaningful opportunities for engagement and skill development within nonprofits
Personal reflections on the emotional rewards of volunteering and the transformative power of nonprofit experiences for both individuals and communities
To Learn More and Connect with Diana:
Hamilton County Leadership Academy
Diana Coyle on LinkedIn
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Today we get into the dynamic world of nonprofit technology with special guest Paul Morris. In this episode, we explore the pivotal role of technology in empowering nonprofits to scale, innovate, and better serve their communities. From navigating the abundance of choices to embracing a growth mindset, discover how nonprofits can leverage technology as a strategic investment for long-term success.
Topics We Cover:
- Paul's transition from security to freelance consultancy driven by confidence in professional abilities
- The hesitance of nonprofits towards technology investment and the importance of adopting a growth mindset to view technology as a strategic asset
- Experienced partners in guiding nonprofits through technological transitions, providing support beyond software implementation
- Strategies for overcoming the abundance of choices in nonprofit technology
- Making informed decisions aligned with the organization's vision and future needs
- CRM systems, mass communication tools, social media management platforms, and project/program management tools for enhancing efficiency and results
- Articulating an organization's impact and effectively sharing it with stakeholders
To Learn More and Connect with Paul:
Auxilia Website
PMorris@theauxilia.com
Paul@FoundryFundraising.com
Paul Morris on LinkedIn
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Join us in an enlightening conversation with Sarah Lange, a trailblazer in the philanthropic world, on this episode of Agents of Nonprofit. Sarah shares her journey from childhood activism to empowering nonprofits with effective fundraising strategies. Discover her revolutionary approach to philanthropy and how it's reshaping the nonprofit landscape.
Topics We Cover:
- Sarah's childhood incident sparks a lifelong passion for social justice and activism
- Her mission: Empower nonprofits by raising over $100 million and teaching effective fundraising strategies
- Embracing a global vision: Nonprofits as agents of positive change for humanity
- Challenging traditional beliefs: From minimizing overhead to focusing on outcomes and impact
- Shifting from spending to strategic allocation of resources for long-term growth
- A compelling example of a nonprofit doubling its budget to provide trauma-free services
- Fostering a culture of innovation and effectiveness in nonprofits
To Learn More & Connect with Sarah Lange:
Website: sarahblange.com
Podcast: sarahblange.com/blog
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In this episode of Agents of Nonprofit, we welcome guest Lou Adducci to explore the untapped potential of micro communities and influencers within the nonprofit sector. Lou shares the journey from the nonprofit arts world to tech and back again, offering valuable insights into effectively engaging with diverse online communities for fundraising and advocacy.
Topics We Cover
- Defining micro communities and micro influencers as smaller-scale content creators with passionate followings
- Emphasizing the importance of authentic connections and shared values between nonprofits and micro communities
- The benefits of collaborating with micro influencers beyond fundraising, including creative content partnerships and advocacy
- Addressing concerns about aligning nonprofit missions with seemingly unrelated communities and dispelling stigmas associated with certain groups.
- Predicting continued growth in online communities and advocating for genuine engagement and relationship-building strategies.
To Learn More and Connect with Lou:
Lou Adducci on LinkedIn
HeroByClicking on X/Twitter
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In this episode of Agents of Nonprofit, I sit down with nonprofit veteran Amber Wynn to explore the strategic journey of launching and maintaining a successful nonprofit organization. From debunking misconceptions to laying the groundwork for sustainable impact, this conversation offers practical insights for aspiring nonprofit founders.
Topics We Cover:
- Amber's unconventional entry into the nonprofit world, revealing how economic necessity led her to discover purpose in serving justice-involved individuals in South Central Los Angeles
- The need for aligning nonprofit initiatives with community needs and existing service providers
- Establishing infrastructure, documenting results, and cultivating a seasoned board of directors to gain credibility with funders
- The significance of demonstrating capability through smaller grants and gradually scaling up financial support
- Having ten streams of revenue for long-term sustainability
- Effective volunteer management strategies to ensure consistency and effectiveness
- Recognizing success in the nonprofit realm goes beyond financial metrics, encompassing indicators such as staff compensation and recognition from funders as key milestones
To Learn More and Connect with Amber:
AmberWynn.net
On Air Podcast
Amber Wynn on LinkedIn
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In this episode of Agents of Nonprofit, I have a compelling dialogue with Elizabeth Scott, President of the Junior League of Indianapolis. Elizabeth shares her inspiring journey from a corporate career to becoming a driving force within the league, emphasizing its mission to train women leaders while serving vulnerable communities. Together, we explore the league's extensive history, impactful projects, membership dynamics, and strategic initiatives that drive meaningful change.
Topics We Cover:
- Elizabeth's transition from a corporate career to leading the Junior League of Indianapolis
- The league's extensive history spanning over a century, showcasing its global presence and commitment to supporting children through strategic projects and partnerships
- Insights into the league's membership process, emphasizing the importance of creating space for new leaders to emerge and grow within the organization
- Offering a blend of service, training, and social components tailored to members' interests and community needs
- Operational dynamics, including partnerships, training initiatives, strategic planning, and the integration of AI in grant-making processes
- The importance of staying true to the mission and identity while remaining adaptable to changing circumstances
To Learn More and Connect with Elizabeth:
Junior League of Indianapolis
Elizabeth Scott on LinkedIn
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In this episode of Agents of Nonprofit, I sit down with Sara Hoshooley, the visionary behind Connect for Good, a groundbreaking platform reshaping the Canadian nonprofit landscape. From her unexpected entry into the sector during the 2008 financial crisis to her passion for bridging the resource gap, Sara shares insights into her journey and the mission driving Connect for Good.
Topics We Cover:
- Sara Hoshooley's accidental immersion into the nonprofit world during the 2008 financial crisis, leading to impactful volunteer work in Belize and grassroots fundraising initiatives.
- Sara's response to the scarcity of resources and connections within the Canadian nonprofit sector, addressing challenges faced by small nonprofits and businesses seeking to engage with them
- The inclusive and accessible nature of Connect for Good
- Nuances of the Canadian nonprofit landscape: language considerations, regional differences, and the platform's broader scope compared to similar initiatives like Tech Soup
- Expanding awareness, forging partnerships with nonprofit serving businesses
- Anticipation for future city launches, including Toronto in summer 2024, and the collective impact Connect for Good aims to achieve in the Canadian nonprofit sector
To Learn More and Connect with Sara:
https://connectforgood.ca/
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In this landmark 100th episode, host Alexander Lapa sits down with renowned entrepreneur and author Seth Godin to discuss his latest book, "The Song of Significance: A New Manifesto for Teams" However, the conversation quickly expands to explore the broader landscape of work, particularly within the nonprofit sector. Seth challenges conventional notions of organizational culture and emphasizes the need for a significance-driven approach to solve real-world problems effectively.
Topics We Cover:
- Contrasting traditional industrial capitalism with the rising trend of organizations prioritizing respect, dignity, and meaningful contributions
- Challenges facing nonprofits, with an emphasis on the necessity for cultural shifts and embracing experimentation
- Soft skills for fostering genuine connections and driving meaningful change within nonprofits
- Page 19 Thinking from "The Carbon Almanac," advocating for a collective approach to problem-solving
- Insights on personal and organizational growth, encouraging listeners to embrace discomfort and foster a culture of collaboration.
To Learn More and Connect with Seth:
The Song of Significance: A New Manifesto for Teams
Seths.Blog/Song
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Join us in this episode of Agents of Nonprofit as we sit down with Jennifer Drago, a seasoned expert in the nonprofit sector. Uncover the superhero origin story of Jennifer's journey from pre-med to leading in the nonprofit world.
Explore the intriguing concept of nonprofit life cycles, where they discuss key stages, diagnostic tools, and the pivotal transition from startup to sustainable growth. Gain practical insights into assessing, aligning, and overcoming challenges at each stage for a thriving nonprofit.
Topics We Cover:
- Nonprofit lifecycles: discussing stages like startup, growth, and maturity, emphasizing the need for alignment in foundational elements
- The Nonprofit Lifecycles Institute's self-assessment tool, a valuable resource for nonprofits to evaluate their life cycle stage and foster effective growth
- Challenges faced by nonprofits in the startup phase and Jennifer's insights on building a strong board, governance, and financial models for sustainable growth
- Practical advice on regular assessments, adapting to changes, and navigating potential decline, with Jennifer sharing resources like the Nonprofit Life Cycles Institute and Board Source
To Learn More and Connect with Jennifer:
Nonprofit Lifecycles Institute
Board Source
Peak to Profit
Jennifer Drago on LinkedIn
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In this episode of Agents of Nonprofit, your host Alexander Lapa dives deep into the world of The Nonprofit Hive, a groundbreaking community facilitating impactful connections within the nonprofit sector. Joined by industry veterans Tasha Van Vlack and Dave Norris, the trio explores the origins, mechanics, and heartwarming success stories of this game-changing platform.
Topics We Cover:
- The birth of the Hive and how it's transforming the nonprofit landscape with its innovative approach to fostering one-on-one connections
- The Nonprofit Hive's unique matching process, utilizing LinkedIn and a no-password sign-up for seamless experiences
- Emphasis on respectful communication and a solicitation-free environment
- Immediate responses through ProofPilot and in-depth surveys driving continuous improvement
- Success stories that warm the heart, showcasing how The Nonprofit Hive connections lead to invaluable resources for nonprofit professionals
- "Swarms" and AI-generated prompts that promise to take nonprofit networking to the next level
To Learn More and Connect with Tasha and Dave:
TheNonprofitHive.com
Tasha Van Vlack on LinkedIn
David Norris on LinkedIn
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In this episode of "Agents of Nonprofit," we sit down with Elenoa Fuka, a key player in the Science Philanthropy Alliance (S.P.A.), for an eye-opening discussion. Elenoa shares her unconventional path from government service, through tech, to a pivotal role in the nonprofit sector.
Topics We Cover:
- The genesis of the Science Philanthropy Alliance, born out of a need to counter declining government funding for basic science
- Insights into the Alliance's distinctive approach, providing free advice and tailored support to philanthropists, addressing the challenges faced by newcomers and seasoned foundations alike
- Hear about high-profile acknowledgments from philanthropic heavyweights like Priscilla Chan and Ross Brown
- From working alone to becoming a trusted advisor to over 50 foundations and individuals
- The optimistic outlook for the Alliance's future impact on shaping the philanthropic landscape
To Learn More and Connect with Elenoa:
SciPhil.org
Facebook.com/SciPhil.org
LinkedIn
X (Formerly Twitter)
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In this episode of "Agents of Nonprofit" we sit down with Rachel Bearbrower to unravel the intricacies of systems and time management for nonprofits. Rachel, with her extensive background as an executive director and a mentor for small shop executives, shares invaluable insights into optimizing operations. From her accidental entry into the nonprofit realm to teaching stewardship and retention strategies, Rachel delves into the four critical systems—schedule management, project management, operations management, and executive management.
Topics We Cover:
- Rachel's journey from nonprofit leadership to mentoring small shop executives
- Four key systems for enhancing personal and organizational efficiency: schedule management, project management, operations management, and executive management
- Learn about cutting-edge tools that can revolutionize appointment scheduling, goal organization, and planning
- The delicate balance between digital and analog systems
- Practical tips for reclaiming time, improving efficiency, and achieving a healthy work-life balance in the nonprofit sector
To Learn More and Connect with Rachel:
Sprout Nonprofit Podcast
Instagram
LinkedIn
SmallShopStrategies.com
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Join me in a captivating conversation with the superhero of interactive media, Renee Mancino, as they unravel the mysteries of Request for Proposal (RFP) responses in the nonprofit realm. From superhero origins to battling the nuances of RFI, RFQ, and RFP, this episode is your guide to navigating the nonprofit proposal universe.
Topics We Cover:
- Renee Mancino's journey from a family business to the world of interactive media.
- The superhero approach to RFPs: A transparent and equal playing field for all vendors.
- Tips for standing out: Tailoring responses, understanding project objectives, and embracing creativity.
- Crafting compelling narratives and personalized videos
- Transparent RFP processes: Sharing budgets and streamlining selection with anticipation and preparation
- Future trends in RFP proposals
To Learn More and Connect with Renee:
Email RenMancino@gmail.com
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Welcome to a special holiday episode of Agents of Nonprofit! I sit down with a true superhero, my dad, George Lapa. Join the heartwarming conversation as George shares his unique life story, from escaping war-torn Latvia to a career shift from engineering to a fulfilling retirement as a tech-savvy volunteer.
Join this festive episode for a delightful blend of family anecdotes, tech tales, and the genuine joy that comes from making a difference in the nonprofit world.
Happy New Year and we look forward to speaking with more nonprofit superheroes in 2024!
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Today we're joined by Derek Kessen for an insightful exploration into the world of building thriving teams and making impactful decisions in the nonprofit landscape. Delve into Derek's journey from financial markets to the nonprofit world, driven by a mission to infuse business acumen into the heart of nonprofits. Explore a four-pillar formula for long-term organizational success and uncover the power of wise decision-making in nonprofit leadership.
Topics We Cover:
- Derek's journey and the motivations behind transitioning from financial markets to the nonprofit sector
- Business Principles for Nonprofits
- The significance of a clear organizational purpose and leveraging data for impactful decision-making
- Understanding that decisions aren't set in stone and the vital role of revisiting and adjusting for organizational growth
- Derek's insights on aligning teams with decisions and fostering a collaborative culture
- The importance of cultivating a unified direction within the organization for amplified impact
- Practical tips for overcoming common challenges and creating a thriving nonprofit ecosystem
To Learn More and Connect with Derek:
Derek on LinkedIn
OnCenter Website
OnCenter Consulting on LinkedIn
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In this episode of Agents of Nonprofit, we have a captivating conversation with Lindsay McGuire, a seasoned board member with a passion for diverse causes. We unravel the world of board membership, its profound impact on personal growth, and it's significance in the nonprofit sector. Lindsay shares her journey from a local food bank intern to contributing to boards like Make-A-Wish and Junior League of Indianapolis.
This episode provides valuable insights into the multifaceted world of nonprofit board membership, offering a compelling narrative that encourages personal growth, community building, and impactful service.
Topics We Cover:
- Lindsay's personal journey rooted in her mother's influence, sparking her love for service and community
- The motivations behind becoming a board member, emphasizing the opportunity to align with passion areas and contribute to causes beyond one's daily careers
- The self-development aspect of board service
- Sense of community and connection that board service fosters, uniting like-minded individuals to work toward shared goals
- Setting clear expectations for board members, advising potential candidates to seek clarity on time commitments, financial contributions, and specific roles within the organization
- Representation of the audience being served, diversity of age on the board, and overall board diversity
- The need for boards to modernize their approach, making meetings more accessible and efficient
To Learn More and Connect with Lindsay:
Lindsay McGuire on LinkedIn
Junior League
Further Listening: Lindsay on Unpopular Opinion Podcast
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In this episode of Agents of Nonprofit we sit down with the insightful Sabrina Walker Hernandez to delve into the art of building and growing a dynamic board of directors for nonprofits. From superhero origin stories to the nitty-gritty of strategic decision-making, this episode is a treasure trove of advice for those navigating the complexities of the nonprofit sector.
Topics We Cover:
- Sabrina's unique journey from a church upbringing to becoming a key player in the nonprofit sector
- The crucial roles of a board: trusteeship, oversight, and ensuring necessary resources
- Insights into the art of strategic decision-making and the pitfalls of micromanagement
- Uncover the essential steps in starting and strategically growing a board
- The significance of assembling a diverse and skilled dream team to achieve nonprofit goals
- Identifying expertise gaps within the board
- Practical advice on finding potential board members through community involvement
- Recommended expertise areas for effective board members, including marketing, finance, and legal knowledge
- How a board with diverse skill sets can contribute to the overall success of a nonprofit organization
To Learn Moree and Connect with Sabrina Walker Hernandez:
SupportingWorldHope.com
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We're joined in this episode by Lori Zoss Kraska, a seasoned expert in corporate sponsorships for nonprofits. Lori shares her journey from PBS and NPR to diverse nonprofits, offering valuable insights into the world of corporate partnerships. From effective outreach strategies to understanding corporate giving trends, this episode is a must-listen for anyone in the nonprofit industry.
Topics We Cover:
- Distinguishing between corporate sponsorships, major gifts, and general fundraising, shedding light on the multifaceted nature of corporate support for nonprofits
- Aligning nonprofit goals with corporate values, with a focus on well-defined initiatives
- The strategic communication techniques, combining brevity and gratitude in initial messages to capture corporate interest effectively
- Stages of corporate partnerships, from introductory outreach and get-to-know-you meetings to the careful timing of proposal presentations
- Waiting after making sponsorship requests, understanding corporate timelines, and employing strategic follow-up techniques to maintain engagement
- Tech Tools in Sponsorship Efforts
- Future Trends in Corporate Philanthropy
To Learn More and Connect with Lori:
Lori on LinkedIn
Growth Owl Website
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In this episode, we sit down with Chris Miano, the brains behind MemoryFox, in an engaging episode exploring the art of authentic storytelling for nonprofits. From the challenges in content collection to ethical considerations and the future integration of AI, this conversation is a goldmine for anyone in the nonprofit industry aiming to elevate their narrative game.
Topics We Cover:
- Chris Miano's journey from an Italian storytelling household to military service, highlighting the transformative power of narratives across diverse backgrounds
- How MemoryFox evolved from capturing life stories of the elderly to becoming a tool for nonprofits, focusing on collecting impactful stories for fundraising
- The concept of ethical storytelling, understanding the importance of respecting storytellers' preferences and maintaining authenticity
- The impact of user-generated content
- Envisioning the integration of AI in streamlining content planning, tagging, and even automated video creation, empowering nonprofits to compete on a larger scale
To Learn More and Connect with Chris:
Amusing Ourselves to Death Book
'When Giant Companies Say We Care' Ryan George Video
MemoryFox Website
MemoryFox on LinkedIn
E-Mail Chris
Support the show
In this episode of Agents of Nonprofit, your host Alexander Lapa sits down with James Goalder from Bloomerang. As they embark on a conversation about nonprofit CRM systems, they uncover the unique qualities of Bloomerang, a valuable alternative to Salesforce. James shares his captivating journey from photographer to nonprofit work, leading to his role at Bloomerang. Explore the wealth of resources and information Bloomerang offers to the nonprofit community, and learn how it's changing the game in the sector. Whether you're new to CRM or a seasoned pro, this episode provides valuable insights and a fresh perspective on nonprofit software.
Topics We Cover:
- Why Bloomerang is a compelling alternative to Salesforce CRM for nonprofits with unique needs
- James's transition from a photographer to his role in the nonprofit sector and how he arrived at Bloomerang
- Bloomerang's emphasis on user experience, ease of use, and incorporating fundraising best practices into the system
- How features like thank-you phone calls to first-time donors contribute to a positive donor experience
- Bloomerang's flexible evaluation process tailored to individual organizational needs and evaluation styles.
- The wealth of guides, reports, and research on nonprofit best practices provided by Bloomerang and their commitment to sharing knowledge with the nonprofit community
- Expanding integrations and partnerships to better serve nonprofits
To Learn More and Connect with James:
James on LinkedIn
Bloomerang Website
Bloomerang on LinkedIn
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In this episode of "Agents of Nonprofit," we have a dynamic conversation with fundraising expert Julie Ordoñez. Julie shares her captivating journey into the world of nonprofit fundraising and offers valuable insights into the art of asking for more in the nonprofit sector. From building meaningful donor relationships to the strategic use of technology, this episode delves into the challenges and triumphs of major gift fundraising.
Topics We Cover:
- Julie's remarkable entry into nonprofit fundraising and how a friend recognized her potential in the field
- The Power of Clarity in Fundraising
- Exploring the significance of personal interactions with donors, whether in person or virtually
- Courage Lab: Julie's program to help fundraisers build confidence and gradually ask for larger donations
- The need for fundraisers to be direct and ask for larger gifts, even from donors capable of giving more
- Focusing on donors who are passionate about the cause and generous, rather than just their wealth
- Insights into using CRM systems, mail tracking, and wealth engines for prospect research, and the importance of leveraging technology as a tool, not a crutch
To Learn More and Connect with Julie:
Julie's Website
Courage Lab
Julie Ordoñez on LinkedIn
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In this episode of "Agents of Nonprofit," with guest Cyndi Meuchel, we explore the changing landscape of volunteering. We discuss Cyndi's journey from childhood volunteerism to co-creating software for nonprofits, the decline in volunteerism, the impact of technology, and the concept of micro-volunteering. The conversation highlights the importance of adapting to new generations' preferences while emphasizing the inherent benefits of giving back to society.
Topics We Cover:
- Cyndi's lifelong commitment to volunteering
- Co-creating Money Minder, a software solution for nonprofits
- The concerning trend of declining volunteerism in the United States, including the factors contributing to this shift
- How technology has reshaped volunteerism, both by bringing people together and creating potential barriers, especially for younger generations
- Micro-volunteering: where individuals contribute in smaller, specific ways, aligning with modern lifestyles and preferences
- Helping younger generations appreciate the value of volunteerism and its impact on society and personal fulfillment
- The need to adapt to changing expectations and the role of technology in nonprofit organizations, while maintaining a balance between traditional and innovative approaches to volunteering
To Learn More and Connect with Cyndi:
MoneyMinder Website
Contact MoneyMinder Team
Cyndi Meuchel on LinkedIn
Support the show
In this episode of "Agents of Nonprofit," we speak with guest Matthew Reynolds, a seasoned professional in video production for nonprofits. Matthew shares his wealth of knowledge and expertise, discussing the intricacies of creating impactful videos for nonprofit organizations. From the art of storytelling to the practical aspects of production, this masterclass in nonprofit video production offers valuable insights for professionals in the nonprofit industry.
Topics We Cover:
- The importance of collaboration between nonprofit organizations and video production teams to align the video with the organization's mission
- A step-by-step process of creating a compelling video, from defining project goals to post-production editing
- Capturing the essence of an organization's work, including A-roll (interviews) and B-roll footage
- Understanding the critical role of video editing in crafting a compelling narrative, and discover how organizations collaborate to refine the final product
- The potential for geographic expansion in nonprofit video production, facilitated by advancements in portable equipment and virtual filming
- Emotional storytelling in informational videos and how it resonates with viewers
- Using AI in generating ideas, automating tasks, and handling translations in video production, and its potential to make the process more efficient
To Learn More and Connect with Matthew:
Rustic Roots Website
Matthew Reynolds on LinkedIn
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In this episode of "Agents of Nonprofit," host Alexander Lapa dives into the world of blockchain and cryptocurrency with guest Drew Simon, a nonprofit expert turned crypto enthusiast. They explore how these technologies are reshaping the nonprofit sector, from facilitating donations to ensuring transparency in charitable activities.
Topics We Cover:
- How Non-Fungible Tokens (NFTs) are breaking free from the art world and being used to represent physical assets for charitable purposes
- How Decentralized Autonomous Organizations (DAOs) can help nonprofits organize communities, make collective decisions, and ensure transparency in their actions
- Ensuring the immutability of nonprofit activities, attracting donors who value transparency
- Engaging younger generations in the nonprofit sector through cryptocurrency and blockchain, with potential for larger donations and associated tax benefits
- Accessing educational resources to navigate this new frontier
- The potential of blockchain and cryptocurrency technology and the importance of highlighting its constructive use cases in rebuilding trust
- The Future of Giving
To Learn More and Connect with Drew Simon:
E-mail Drew
Drew Simon on LinkedIn
CryptoAltruism.org
Support the show
In this episode of "Agents of Nonprofit," host Alexander Lapa interviews David Wachs, the CEO and founder of Handwrytten, a company specializing in automated handwritten note services. They discuss the significance of donor appreciation and how Handwritten's innovative technology is transforming the nonprofit sector.
Topics We Cover:
- What Handwrytten does
- The vital role of expressing gratitude to donors and how it impacts donor retention
- How notes are personal, less intrusive, and drive interaction and donations effectively
- The story behind Handwrytten's inception
- A deep dive into the patented technology used by Handwrytten
- The ability to replicate individuals' signatures, adding a personal touch to each note and enhancing authenticity
- Handwrytten's support for multiple languages, including English, Spanish, French, Greek, and Cyrillic characters. Challenges associated with replicating Asian character sets are also addressed
To learn more and connect with David:
Handwrytten Website
Handwrytten on LinkedIn
Handwrytten on Instagram
Support the show
In this episode of Agents of Nonprofit, we get into the captivating journey of Nichole Montoya, the founder of Cheddar Up, a game-changing tool for nonprofit payment solutions. Nichole's inspiring story takes us from her corporate consulting background to the challenges and triumphs that led to the creation of Cheddar Up. Listen in as she shares her insights on entrepreneurship, the importance of balance, and the evolution of Cheddar Up as a versatile payment and form collection platform.
Topics We Cover:
- Nichole's realization of the inefficiencies in traditional payment methods
- Understanding the need for user-friendly group payment tools despite not being a technical expert
- Navigating the complexities of starting a company while raising young daughters, managing mommy guilt, and the importance of a support system
- Encouraging words for aspiring entrepreneurs, emphasizing the value of starting and learning along the way
- How the company got its unique name
- Cheddar Up's mission to simplify payments and forms for groups and nonprofits
To Learn More and Connect with Nichole:
CheddarUp.com
Cheddar Up on Instagram
Cheddar Up on Facebook
Support the show
In this episode of "Agents of Nonprofit," hosted by Alexander Lapa and featuring guest Veronica LaFemina, listeners gain valuable insights into building effective remote teams in the nonprofit sector. Veronica, an experienced adviser to nonprofit CEOs and department leaders, digs into organizational strategy, leadership, and team management, shedding light on crucial aspects of nonprofit work in the age of remote and hybrid work models.
Topics We Cover
- Veronica's extensive background in public affairs and creative agencies, including managing remote and multi-office teams
- The rise of remote work, both before and during the pandemic
- The need for tailored approaches based on individual preferences and role requirements
- Involving team members in shaping remote work policies and norms, advocating for an agile approach to refine working models based on feedback and outcomes
- The challenges of remote work, including communication, expectation setting, and productivity tracking
- Balancing Autonomy and Accountability
- Choosing appropriate check-in schedules based on work pace, with a focus on daily stand-up meetings for fast-paced environments and longer timelines for others
To Connect with Veronica and Learn More:
Veronica on LinkedIn
LaFemina & Co. Website
Asynchronously Working Blog Post
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In this insightful episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Katherine Lacefield, an expert in fundraising for non-human causes within the nonprofit sector. Katherine's extensive experience sheds light on the unique challenges faced by organizations advocating for animals and the importance of shifting perspectives to foster greater compassion and interconnectedness in philanthropy.
Topics We Cover
- Legal complexities in Canada, where animal-focused nonprofits struggle to obtain charitable status due to restrictions on political advocacy, impacting their access to grants and tax receipts for donors
- Human-animal connection and its role in motivating individuals to support non-human causes
- The societal perspective that pits animal causes against human causes
- The complexity of public perceptions in philanthropy, and the difference between organizations focusing on cute animals like pandas while overlooking the protection of less visually appealing species.
- Framing issues in a relatable way to influence public attitudes
- Future Trends in Philanthropy
To Learn More & Connect with Katherine:
LinkedIn
Support the show
In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Yulia Zhernovaya, a tech advocate for enhancing nonprofit operations.
They explore Yulia's journey from volunteering to her role in bridging the gap between nonprofit missions and technological advancements. The episode delves into the challenges and potential of technology adoption in the nonprofit sector, shedding light on key strategies for nonprofits to enhance their efficiency and impact.
Topics We Cover:
- Yulia's evolution from volunteering and mentoring to advocating technology in nonprofits, inspired by her global experiences and affinity for technology.
- The realization of the technology gap between a retail career and manual processes prevalent in nonprofit operations
- How Yulia found synergy with GiveEffect, a CRM platform designed to meet the specific needs of nonprofits.
- The challenge of fragmented technologies in nonprofits and the need for cohesive integration to avoid inefficiencies and information silos
- The value of centralized data to understand supporters holistically, uncover untapped engagement opportunities, and enhance impact
- Strategies for nonprofits to select the right technology platforms aligned with their growth trajectory and unique needs
- Yulia's insights into overcoming resistance to change, the fear of automation-induced job loss, and prioritizing technology implementation to drive efficiency
To Learn More and Connect with Yulia:
Yulia on LinkedIn
GiveEffect
GiveEffect on LinkedIn
In this episode of "Agents of Nonprofit," host Alexander Lapa engages in an enlightening conversation with Carlos Restrepo about the fascinating world of digital asset fundraising.
From the emergence of Web3 technology to the potential of NFTs and metaverse platforms, this episode delves into innovative strategies that nonprofits can use to diversify their revenue streams and connect with a broader audience.
Topics We Cover:
- Carlos' transition from the healthcare industry driven by the unique blend of purpose and efficiency present in nonprofit work.
- The evolution of Web3 technology and the ownership of digital assets
- How organizations can leverage Non-Fungible Tokens (NFTs) in their fundraising efforts
- Metaverse platforms like Upland, where nonprofits can engage creators and donors in virtual spaces that align with their mission
- The importance of aligning digital assets with an organization's mission and how diversifying income sources through technology can foster adaptability and innovation.
- Exploring platforms like Twitter and LinkedIn, where burgeoning communities discuss crypto, NFTs, and Web3
- The challenges and opportunities in the adoption of NFTs
To Learn More and Connect with Carlos:
Carlos on LinkedIn
In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with guest Anthony A. Dicks Jr. to explore the intricate landscape of leadership development within the ever-evolving technology-driven world.
Anthony, a leader with a rich family legacy in leadership, shares his insights and experiences, highlighting the importance of authentic connections and the challenges of leading in virtual work environments. The podcast delves into the nuances of remote work, the impact of AI on leadership, and the future trends that leaders need to be prepared for.
Topics We Cover:
- Anthony's Leadership Journey
- The Superpower of Equipping Leaders
- The analogy of assembling Legos without a manual is used to describe leadership, underscoring its complexity in the tech landscape.
- Anthony underscores the importance of authentic connections and how virtual leadership has become both complex and disruptive.
- The shift towards addressing complex challenges in today's fast-paced environment.
- Trust, Commitment, and Compassion in Remote Leadership
- AI's Impact on Leadership
- Future leadership trends, highlighting the need for addressing issues of loneliness and anxiety stemming from technology.
- The role of leaders in creating environments that offer not only productivity but also meaning and community.
To Learn More and Connect with Anthony:
Anthony on LinkedIn
180 Management Group
In this podcast, the founder of Water, Health, and Opportunity (WHO) organization, John Renouard, shares his inspiring journey of creating an impactful nonprofit aimed at providing clean water to rural villages in Africa. He discusses the unique model of using human-powered drills owned by local drill teams to ensure sustainability and financial independence within the communities.
The conversation also steers into the organization's efforts to combat female genital mutilation (FGM) and empower the victims to seek justice. John's stories highlight the transformative impact of clean water on communities and the importance of community involvement in creating sustainable solutions.
Topics We Cover:
- The origin and mission of Water, Health, and Opportunity (WHO) organization.
- The village drill: A human-powered solution to drilling wells in remote areas.
- Empowering local communities through ownership and financial sustainability.
- The impact of clean water on health, agriculture, and economic growth.
- A heartwarming success story of an all-girls school transformed by access to clean water.
- Combating female genital mutilation (FGM) through collaboration with local authorities.
- Future plans: Expanding clean water projects and fighting against FGM.
To Learn More and Connect with John:
WHOlives.org
E-mail John
Donate to WHOlives
In this podcast episode, Taj Carlson, the founder of Inciter Data, shares her incredible journey of working with nonprofits and leveraging data and technology to drive positive change. Taj's superhero origin story began when she collaborated on evaluation projects with nonprofits after her academic career. A turning point occurred when she witnessed an HIV prevention organization struggling with data management on paper forms, inspiring her to dedicate herself to bringing technology to nonprofits for improved data management.
Taj emphasizes the critical role of reporting in data management and discusses the common challenges faced by nonprofits in generating useful reports. Many organizations use separate systems for different functions, leading to data silos. Taj advises mapping reports to data sources to identify essential data fields necessary for reporting.
Topics We Cover:
- The journey of Insider Data and Taj Carlson's superhero origin story in nonprofit data management.
- Challenges faced by nonprofits in generating useful reports and mapping reports to data sources.
- Approaches to integrating disparate systems like Microsoft Access, Salesforce, and HubSpot.
- Understanding the differences between data warehouses and data lakes and when to use each.
- The importance of data governance and its role in improving data reliability and organizational alignment.
- Practical examples of how data governance reduces stress, frustration, and waste.
- Specific benefits of implementing good data governance, including risk mitigation, time savings, and improved decision-making.
To Learn More and Connect with Taj:
Inciter.io
Twitter
LinkedIn
In this episode of Agents of Nonprofit, we're joined by superhero Miriam Dicks, a management consultant specializing in operational cultures within nonprofits. Miriam shares her insights on creating effective operational processes and discusses the importance of assessing pain points, involving stakeholders, and aligning systems and structures to support growth and goals.
Topics We Cover:
- The role of assessments in identifying pain points and providing tailored recommendations.
- The significance of involving leaders and staff in the assessment and decision-making process.
- Addressing cultural aspects alongside operational improvements.
- Real-life examples highlighting the consequences of organizational imbalances.
- The impact of clear job descriptions, performance evaluations, and structured processes.
- Exploring the seven archetypes of operational culture.
- Considering the implications and ethical concerns of incorporating AI in nonprofit work.
To Learn More and Connect With Miriam:
LinkedIn
180 Management Group
In this episode, we're joined by Michael Compton, the creator of the CSC Innovation Lab at Denison University, to explore the realm of customer experience (CX) within the nonprofit sector. Michael shares his insights on understanding and improving CX through journey mapping, persona building, and operational frameworks. He emphasizes the significance of empathizing with customers and aligning organizational operations to create meaningful experiences. The conversation also touches on channel management, labels for customers, and prioritizing individual versus community experiences.
Topics We Cover:
- The distinction between customer experience and user experience in the nonprofit sector.
- The methodology of persona building, journey mapping, and creating an operational framework for CX improvement.
- Determining the optimal number of personas to create, considering diversity and inclusion.
- The importance of channels and channel management in CX for nonprofits.
- Coordinating resources and avoiding overextension in the digital space.
- Sensitivity to labels for customers and alternatives to the term "customer" in the nonprofit context.
- Balancing individual customer experience with community experience and engagement.
To Learn More and Connect With Michael:
CX Innovation Lab at Denison University
Michael Compton on LinkedIn
Contact Michael by E-Mail
In this episode of Agents of Nonprofit, we're joined by Watt Hamlet, a Salesforce consultant specializing in nonprofits. Watt shares his journey in the nonprofit technology space and discusses his role in assisting organizations with Salesforce evaluations, troubleshooting, and long-term planning. The conversation highlights the significance of consultants in the nonprofit sector and offers valuable advice on selecting the right consulting partner for successful Salesforce implementation.
Topics We Cover:
- Watt Hamlet's background and experience in working with nonprofits and Salesforce.
- The role of a Salesforce consultant in helping nonprofits during the pre-purchase phase.
- Key considerations when evaluating Salesforce as a technology solution for nonprofits.
- Troubleshooting and roadmapping for nonprofits already using Salesforce.
- The importance of consultants in driving technology goals and collaborating with nonprofits and consulting partners.
- Preparing for a Salesforce implementation: Insights and suggestions for nonprofits
- Watt's List: A comprehensive directory connecting nonprofits with Salesforce consultants, including filters and search criteria to find the right match.
To Learn More and Connect with Watt:
Watt's List
Watt Hamlet Consulting
Watt Hamlet on LinkedIn
In this engaging episode, we're joined by Jess Campbell, a nonprofit consultant and storyteller, about the importance of storytelling in the nonprofit sector. Jess shares her personal journey into the nonprofit world and explains how storytelling can be a powerful tool for creating impact and rallying support. She emphasizes the significance of compelling storytelling and shares her expertise on fundraising, relationship building, and mobilizing resources within nonprofit organizations.
The conversation also delves into the decision to transition a community for nonprofit consultants into a paid model, exploring the positive outcomes and challenges associated with this shift.
Topics We Cover:
- Jess Campbell's superhero origin story and her passion for serving families with critically ill children.
- The role of storytelling in invoking emotions, engaging donors, and making a bigger impact in nonprofits.
- Jess's expertise in fundraising, relationship building, and mobilizing resources for nonprofit organizations.
- The concept of connectors and Jess's role as a natural link between people and information.
- Jess's current focus on optimizing her business and dedicating time to organizational tasks.
- Transitioning a community for nonprofit consultants into a paid model and the positive outcomes that emerged.
- Challenges and considerations in moderating and managing the community effectively, including time investment and aligning values and goals of participants.
To Learn More & Connect With Jess:
LinkedIn
JessCampbell.co
Instagram
In this episode of the Agents of Nonprofit podcast, we're joined by Nathan Chappell to discuss the world of AI and its impact on fundraising for nonprofits. Nathan provides an overview of AI, highlighting subsets such as machine learning, deep learning, and generative AI. The discussion focuses on the concept of hallucinations in AI models, drawing parallels to human interpretations and emphasizing the role of AI as a tool to augment human thought processes rather than replace them.
We explore the role of AI in the nonprofit sector, emphasizing the decreasing cost of computing and the need for nonprofits to embrace AI to create efficiency and meet donor demands. Privacy and security concerns are discussed, highlighting the delicate balance between sharing data for beneficial results and maintaining privacy.
Topics We Cover:
- An introduction to AI and its subsets: machine learning, deep learning, and generative AI.
- The concept of hallucinations in AI and its relation to human interpretations.
- Challenges of training AI models: bias, ethics, and the responsibility of AI companies.
- The role of AI in the nonprofit sector: affordability, efficiency, and meeting donor expectations.
- Privacy and security concerns in utilizing AI for nonprofits.
- Responsible AI practices: trust, privacy, security, ethics, and equity in data.
- Addressing the decline in nonprofit donations through precision and personalization with AI.
To Learn More and Connect with Nathan:
Nathan Chappell on LinkedIn
Fundraising.AI
Fundraising.AI on LinkedIn
In this episode of the Agents of Nonprofit podcast, host Alexander Lapa interviews data archiving and retention expert Deanna Mollett. Deanna shares her insights on the importance of data management for organizations, emphasizing the role of data governance in implementing effective data retention and archiving practices.
Deanna discusses the differences between data retention and archiving, highlights the compliance and risk factors that make data retention crucial for nonprofits, and explains the benefits of data migration projects in reviewing and cleaning up data.
Topics We Cover:
- Understanding the role of data governance in data retention and archiving
- Differentiating between data retention and archiving
- Compliance and risk factors driving the need for data retention in nonprofits
- Over-retention and its impact on costs and legal implications
- Establishing clear roles and responsibilities for data retention policies
- The importance of maintaining clean and usable data for productivity
- Trends in data management: machine learning and cloud adoption
To Learn More & Connect with Deanna:
E-Mail
LinkedIn
In this episode of Agents of Nonprofit, host Alexander Lapa interviews Mike Johnston, a seasoned expert in the nonprofit sector, as they delve into the world of innovation and fundraising. Join them as they explore the transformative power of technology and its impact on nonprofit organizations, sharing insights on best practices, overcoming challenges, and personalizing donor experiences. Discover how to leverage the latest trends in fundraising to make a lasting difference and foster donor loyalty.
As they discuss the challenges nonprofits face when adopting technology, Mike emphasizes the need for accessible and user-friendly platforms. The conversation expands to explore the concept of omnichannel marketing, highlighting its effectiveness in increasing engagement and donations. They further delve into strategies for donor loyalty, emphasizing the power of personalized communication and the potential of technology to enhance donor experiences
Topics We Cover:
- Mike's journey in the nonprofit sector and the passion that drives him.
- The transition from direct mail to digital fundraising and the role of technology.
- The democratization of technology and its impact on nonprofits.
- Exploring the rise of artificial intelligence (AI) and large language models in fundraising.
- Overcoming the fear and hesitation around technology in the nonprofit sector.
- The need for affordable IT and technology experts in nonprofit organizations.
- Understanding the concept of omnichannel marketing and its effectiveness.
- Studies on the positive impact of combining channels in fundraising efforts.
- Balancing donor loyalty and acquiring new donors based on organizational priorities.
- Harnessing technology and design thinking to create personalized donor experiences and improve loyalty.
To Learn More and Connect with Mike:
LinkedIn
HJC Website
Digital Outlook Report
Links Mentioned:
Mapping
Food Bank Trends
Direct Mail
In this episode of Agents of Nonprofit, Alexander Lapa sits down with Ben Duncombe, a Salesforce recruiter from Australia, to delve into the world of Salesforce and Salesforce recruiting. Join them as they uncover the global reach of Salesforce, its impact on individuals' careers, and the rewarding opportunities it presents. Ben shares his own journey, insights from successful Salesforce professionals, and the expanding role of Salesforce in Australia and beyond.
Together, they explore the vast possibilities offered by Salesforce, the diverse range of individuals who can thrive within its ecosystem, and the impact it has on their careers. They discuss the global phenomenon of Salesforce, debunking misconceptions and shedding light on its far-reaching influence. From sharing inspiring stories to examining recruitment strategies, Ben provides valuable insights into the world of Salesforce and its potential for personal growth and professional success.
Topics We Cover:
- The global nature of Salesforce and its impact beyond North America and Europe
- How Salesforce acts as a passport to opportunity for professionals worldwide
- The flexibility of working remotely as a digital nomad within the Salesforce ecosystem
- Ben's transition from SAP recruitment to specializing in Salesforce recruiting
- The accessibility and ease of setting up orgs, learning, and getting certified in Salesforce
- Inspiring stories and achievements from successful Salesforce professionals on Ben's podcast
- The rewarding aspects of finding Salesforce jobs for individuals worldwide
- The variety of backgrounds and professions that can find a place within the Salesforce ecosystem
- Exploring the Certified Technical Architect (CTA) certification and its impact on careers and salaries
- Salary and employment model differences between countries and the demand for Salesforce contractors
- The needs of Salesforce clients and challenges faced by not-for-profit organizations in recruitment
- Trends in Salesforce career paths, barriers to entry, and the importance of continuous learning
To Learn More and Connect with Ben:
Talent Hub
LinkedIn
Talent Hub TV
Talent Hub Podcast
Join host Alexander Lapa in this episode of "Agents of Nonprofit" as he interviews Ansley Fender, the founder of Grantcycle, a groundbreaking software solution for post-award grant management. Ansley shares her inspiring journey into nonprofit management, her decision to create Grantcycle, and her insights into specialized software for grant management. Discover how Ansley's accidental involvement with nonprofits led her to develop a powerful tool that streamlines financial processes, improves accountability, and maximizes the impact of nonprofit organizations.
Topics We Cover:
- Ansley's background and accidental entry into the nonprofit sector.
- The motivation behind starting Grant Cycle and its evolution from financial consulting to grant management.
- The role of low-code technology in Ansley's journey and the advantages of using Bubble.
- Key features of Grantcycle: program finances, budgeting, outcome metrics, project management, document storage, and reporting.
- Ansley's approach to software integration and the importance of specialized tools for different functions.
- Pros and cons of specialized software versus all-in-one solutions for nonprofits.
- The significance of accounting in grant management and its integration with Grantcycle.
- Best practices for nonprofits in managing grants and understanding grant conditions and reporting requirements.
- Capacity building and the need for strong financial controls and management software.
- Tracking and reporting impact: documenting every dollar spent, meeting reporting requirements, and showcasing impact through storytelling and impact dashboards.
- The value of transparency and admitting failure in the nonprofit sector, and the changing perspectives of funders in the post-COVID era.
Tune in to this episode to gain valuable insights from Ansley Fender and learn how Grantcycle is transforming grant management for nonprofit organizations, enabling them to achieve greater efficiency and effectiveness in fulfilling their missions.
To learn more and connect with Ansley:
Grantcycle Website
LinkedIn
In this episode of Agents of Nonprofit, our guest Kismet Saglam sheds light on the intricacies of the nonprofit Request for Proposal (RFP) process. Kismet emphasizes the need for discretion and privacy in certain situations, acknowledging that publicizing an RFP can attract unwanted attention and distractions.
By maintaining a controlled communication approach, organizations can focus on the task at hand without unnecessary inquiries. Kismet also discusses the challenges of managing an overwhelming number of responses, highlighting the importance of specialized services and the natural process of elimination that occurs when targeting specific vendors.
Topics We Cover:
- The need for privacy and controlled communication in the RFP process
- Strategies for managing an influx of responses and filtering applications effectively
- Various platforms for communicating RFPs, including websites, LinkedIn, listservs, and RFP portals
- Preparing internal discussions, stakeholder buy-in, and assessing resources before initiating an RFP
- The significance of allocating dedicated personnel to ensure smooth RFP execution and implementation
- The role of budget considerations in shaping RFPs and adjusting projections based on vendor proposals
- Balancing the factors of scope, timeline, and budget during the RFP process and potential adjustments
- Fostering transparency and collaboration between nonprofits and vendors for a mutually beneficial partnership
- The ethical approach of providing guidance to vendors without influencing the final decision-making process
Join us in this insightful episode as we dive into the world of nonprofit RFPs and gain valuable insights from Kismet Saglam, an expert in navigating the complex landscape of nonprofit procurement.
To Learn More and Connect with Kismet:
LinkedIn
Email: kismet.associationconsulting@gmail.com
In the dynamic realm of fundraising, are you ready to unlock your potential as an agent of change? Join us on Episode 64 of Agents of Nonprofit as we delve into the captivating world of Evan Wildstein's groundbreaking book, "The Nonprofiteer's Fundraising Field Guide." Prepare to be empowered with a modern approach to philanthropic success that will elevate your impact to new heights.
In this riveting episode, Evan Wildstein, a seasoned expert in the non-profit sector, unveils the secrets to becoming a better servant leader. Discover how to forge deep connections with donors, foster a culture of impactful philanthropy, and ignite transformative change in your organization. With his invaluable insights, Evan will guide you through the 10 core behaviors of servant leaders, offering a down-to-earth and inspiring blueprint for fundraising excellence.
Key highlights:
- The remarkable journey that led Evan to work with nonprofits
- Unveiling the motivation behind Evan's groundbreaking book
- Real-world examples of servant leadership in action
- Mastering the 10 core behaviors that define servant leaders
- Harnessing the power of technology in your philanthropic endeavors
Don't miss this opportunity to embrace your fundraising superpowers and embark on a transformative journey with Evan Wildstein's "The Nonprofiteer's Fundraising Field Guide." Tune in now and revolutionize your approach to philanthropy, propelling your organization towards unparalleled success.
To learn more and connect with Evan Wildstein, visit:
Website: thenonprofiteers.com
LinkedIn: linkedin.com/in/evan-wildstein-a1759312
Email: me@evanwildstein.com
Discover the secret behind thriving organizations and unlock the power of strategic planning with renowned expert Carol Hamilton. In this captivating episode, Carol, founder of Grace Social Sector Consulting and host of the Mission:Impact podcast, shares her profound insights on strategic planning in the nonprofit sector. From leveraging technology to incorporating DEI practices, learn the key strategies that will propel your organization towards achieving its goals effectively.
Key highlights:
- Carol's inspiring journey in the non-profit sector
- The inception of Grace Social Sector Consulting and Mission:Impact podcast
- Unveiling the secrets of virtual strategic planning
- Optimal timing for strategic planning success
- Expectations and outcomes of strategic planning for organizations
- Crafting a goal priority list for strategic impact
- Embracing DEI in planning sessions for transformational change
- The undeniable importance of DEI in today's landscape
Join us and gain valuable insights from Carol Hamilton as she unravels the strategic planning formula for organizational success. Don't miss this episode that will revolutionize your approach to planning and propel your organization towards new heights!
Learn more and connect with Carol:
https://www.missionimpactpodcast.com/
http://www.gracesocialsector.com/
Do you know what's the secret to achieving success in an organization? Hint: it involves building a strong team. Discover the secrets to mastering the art of successful team building!
If you're interested in learning how to create a cohesive and high-performing team, be sure to tune in to this episode featuring Erik Rubadeau, CEO of Yeeboo Digital. Join us as Erik talks about the entire process of building a successful team, from hiring the right people to fostering a sense of unity within the team.
The topics we cover:
- How Erik started working with non-profits
- Does having a capability of doing many different things have an advantage in hiring process
- Tips in recognizing the skill set of an individual and assigning roles
- Importance of transparency
- Is being generous with your knowledge good for team building?
- Expressing gratitude and recognition in a group setting
- Ways on how to keep closeness when your team is physically far apart
- How to balance team building and delivering projects to clients
Learn more and connect with Erik:
Website: https://yeeboodigital.com
Are you ready to change the world but don't know where to begin? Tune in to discover how Technopath can guide you through the crucial steps of starting a nonprofit, so you can focus on making a difference!
Discover the secrets to non-profit success as Technopath's CEO, Sarah Epting, spills the beans on building and thriving in this week's unmissable episode. Sarah shares how Technopath's training and activities work together and what they can provide you to help you succeed, what their package looks like, and what will happen to the company’s future.
The topics we cover:
- What inspires Sarah Epting to share her knowledge
- How Sarah Epting started Technopath
- How the 4 main activities of Technopath work together to help you succeed
- What the upper crust package of Salesforce looks like
- Sarah Epting’s impression about Salesforce’s new data model
- What will happen in the near term for Technopath
Learn more and connect with Sarah:
Website: https://technopath.io/
Salesforce Saturday: https://www.linkedin.com/company/salesforce-saturday/about/
Sarah's LinkedIn:https://www.linkedin.com/in/sarahepting/
Do you wonder what details go into setting up a nonprofit? What problem are they solving? Are other people solving the same problem? How do I receive advice? This is for you!
In this week’s episode, Brooke Richie Babbage joins us to share from her experience in setting up nonprofits. Brooke wanted to get into social justice work from as early as 10 years old! Now with over 20 years experience in the nonprofit sector, she shares about the details of setting up a nonprofit. From landscape mapping to how to hire staff, looking for funding, setting up a board of advisors, handling feedback, technology recommendations to use and more.
The topics we cover
- How Brooke started working with nonprofits
- Landscape scanning before starting a nonprofit
- To partner with an already established nonprofit or start a new one?
- Merging with stronger nonprofits for greater impact
- Which feedback to pay attention to when making decisions about a nonprofit
- Why it’s important to create a startup board of advisors
- How and when to transition from a startup board to a governance board
- Difference between a board of directors and an advisory council
- How can a nonprofit without enough funding get people to do goodwork
- Taking advantage of AI to do some roles for a new nonprofit
- Technology recommendations from Brooke
Learn more and connect with Brooke:
Website: https://brookerichiebabbage.com/
LinkedIn: https://www.linkedin.com/in/bjrichiebabbage/
Nonprofit Launch Lab: https://brookerichiebabbage.com/guides-trainings/
Fundraising is at the heart of every nonprofit. With the right strategy, communication channel and fundraising message, nonprofits are able to achieve their targets with ease.
In this week’s episode, Alexander is joined by Renee Garvens to tackle unique perspectives in fundraising. Renee is the Vice president of Development at the Tobin Center for Performing Arts.
In her discussion, she details the unique nature of fundraising for a performing arts center, highlighting the obstacles and insights gained from attempting to secure funds amidst the pandemic. Additionally, she delves into the fundraising channels and tech tools used by the Tobin center, while also outlining the organization's short-term goals.
The topics we cover
- How Renee got started working in nonprofits
- What about the Tobin Center for Performing Arts caught Renee’s attention?
- What is the distinguishing factor in fundraising for a Performing Arts Center?
- Strategies used to maintain fundraising during the COVID pandemic
- Renee’s superpower that helped weather the storm during the pandemic
- How being self-taught helped Renee think outside the box about fundraising
- What fundraising channels are used for the Tobin Center?
- What kind of stories resonate most with Renee’s audience?
- Technology Renee used to aid Tobin Center’s fundraising activities
- What other short term goals does the Tobin Center have?
Learn more and connect with Renee Garvens
Tobin Center: https://www.tobincenter.org/
Renee’s LinkedIn:https://www.linkedin.com/in/reneegarvens/
The Tobin Center's Floor Transformation: https://www.youtube.com/watch?v=5PnGjacoi5s
Did you know that visual presentations of data are 43% more effective than written or vocal? Human beings have always interacted with visual effects as a means of survival, concentration, and mental stimulation.
On this week’s podcast, Alexander is joined by Amelia Kohm, the founder of Data Viz for nonprofits. Amelia previously worked in policy research around children and families. She offers us insight into the world of data visualization and how this is important for all nonprofits. She discusses interactive dashboards, why data is important, emotional responses from data visualization and more.
The topics we cover
(00:23) Amelia’s superhero origin story
(02:14)What is data visualization?
(05:11) What does an interactive dashboard look like?
(09:37) Why data is important and you must get it right
(11:28) Even visual plots and numerical graphs demand super concentration
(22:35) Can data visualization create emotional responses from audiences?
(25:33) Deciding which information is more important when doing visualizations
(32:39) When data is insufficient or hard to decipher
(35:54) One of Amelia’s favorite projects
(40:01) What does Amelia’s short term future look like?
To learn more and connect with Ameila Kohm
LinkedIn: https://www.linkedin.com/in/amelia-kohm/
Website: https://www.nonprofitbiz.com/
Upcoming webinar: https://www.nonprofitlearninglab.org/webinars
‘I feel the need to build something that is serving the mission of my customers, and doing something good in the world’
- Pat McClellan
If you have ever wondered what it’s like to build an app from scratch this episode is for you.
After a career change from media to software development, Pat McClellan has an app to show for it! He has built the Proton Blaster, a messaging app with Salesforce. Pat is a Chief Lightning Officer at Proton 7 Group and a Salesforce MVP with over 30 years experience in media.
This week, he joins Alex to discuss his career transition and what inspired it, how he decided his app is best suited for nonprofits, marketing and pricing the app, creating a seamless user experience, new features to look forward to on the app and more.
The topics we cover
(00:25) Pat’s superhero origin story
(04:20) Why did Pat decide to build his app?
(07:33) When did Pat decide that the app was suited for non-profits
(11:54) Personalization & integrating the app to Salesforce lightning
(16:53) How did Pat come up with the name; ‘Proton Blaster’?
(20:09) What to consider when building an app
(27:30) Focusing on a simple and familiar UI
(31:46) Pricing & marketing the app
(40:40) How will Salesforce’s merging of its nonprofits package to the core affect Proton 7?
(44:42) What to look forward to in the next version of Proton text
To learn more and connect with Pat:
LinkedIn: https://www.linkedin.com/in/patmcclellan/
Proton 7 Group: https://www.linkedin.com/company/proton7group/about/
In this week’s episode, Alexander sits down with Sarah Merion, the visionary founder and CEO of Impact Aligned, to discuss how data can be a game-changer for nonprofits.
With a wealth of experience spanning over a decade in the for-profit realm, Sarah has made it her mission to help nonprofit organizations achieve their goals by utilizing data-driven strategies, visualizing outcomes, and more.
Tune in to discover why data is a vital asset for nonprofits, and gain valuable insights into identifying and leveraging leading indicators, aligning strategies, and avoiding common pitfalls.
The topics we cover
- Sarah Merion’s superhero origin story
- Sarah’s motivation for starting her company
- How companies can make better use of their data
- How Impact Aligned helps nonprofits define their impact
- Defining leading indicators for nonprofits
- Aligning strategy for nonprofits
- Visualizing outcomes in nonprofits
- Sarah’s favorite CRMs and tools in managing data for nonprofits
- Common pitfalls that nonprofits should be cautious of
To learn more and connect with Sarah:
LinkedIn: https://www.linkedin.com/in/sarahmerion/
Website: https://impactaligned.com/
Making a decision about the right technology to use in your nonprofit? One with the right functions to add relevance to your objectives? What’s the best short term vs long term path to take tech-wise? Should nonprofits adopt new tech such as AI? Kevin Christoper George, a tech expert joins Alexander to answer these and more!
Kevin is the founder of Green Merits Consulting, an organization that focuses on research, selection and data analysis of cloud based software solutions for nonprofits. He has previously worked in tech with Blackberry, Oracle and Kupo.
In this episode, he shares his diverse insights on technology for nonprofits topics including; making the right long vs short term technology decisions for a nonprofits, the Request for Proposal process and what to consider in having a successful one, the ‘shiny new tech syndrome’ and whether it is good for nonprofits.
Topics we cover
- Kevin’s superhero origin story
- How to conduct a successful RFP Process
- Questions nonprofits should consider for a successful RFP Process
- Focusing not just on adding features but on value added to the organization
- Not every problem is tech-related
- Milestones to overcome that help the adoption of new tech
- Long term vs short term choices for technology
- Lacking cohesion in technology decisions across teams
- The shiny new tech syndrome
To learn more and connect with Kevin:
Website: https://www.greenmerits.com/
LinkedIn: https://www.linkedin.com/in/kevincg/
‘We're not going to change capitalism, but we can change the way that capitalism thinks about how to engage with mission-driven organizations.’
-Tracy Kronzak
What is an impact economy? How can nonprofits ensure to make profit without neglecting the integrity of social impact? What are partnerships for good? Is an impact economy really attainable? Tracy Kronzak answers all these with practical examples.
Tracy is a technology expert with over 10 years experience in technology for nonprofit. She has a background in policy analysis and previously worked with Salesforce.org.
The topics we cover
- Tracy’s superhero origin story
- What is the ‘Impact Economy’?
- Finding a balance between revenue and impact
- What organizations need to do to incorporate the Impact organization systems
- How revenue and impact work together in favor of a nonprofit
- Partnerships for good
- Concrete examples of partnerships for good
- Is an ideal impact economy attainable?
- How to get in touch with Tracy
To learn more and connect with Tracy:
LinkedIn: https://www.linkedin.com/in/tracykronzak/
Podcast: https://nowitmatters.com/insights/why-it-matters
Wondering which CRM works best for your nonprofit? How to sustain your CRM after employees leave over time? Looking for CRM recommendations? Julia Devine shares valuable insights on this week’s episode.
Julia Devine is the co-founder of Devine & Parker Consulting, a firm which supports nonprofits, helping them create their strategy for technology implementation, training staff on usage, support in building technology infrastructure needed for success focusing on fundraising and marketing programmes. She shares her own journey into nonprofit technology consultancy, some of her favorite CRMs, recommendations for handling complexities around tech implementation and more.
The topics we cover:
- Julia’s superhero origin story
- Julia’s favorite CRMs for nonprofits right now
- Offering nonprofits support as they adopt new CRMs
- Who is Devine & Parker Consulting’s ideal client?
- How Julia assesses a nonprofit before setting up their CRM
- Next steps after the nonprofit is assessed
- How to plan for continuity of CRM systems even after employees leave
- How confidence is built in the client about receiving external support
- The future of Devine & Parker Consulting
- How to get in touch with Julia
To learn more and connect with Julia Devine:
Julia’s LinkedIn: https://www.linkedin.com/in/julia-devine-155bb3122/
Website: https://www.devineparker.com/
Are you tired of aimlessly searching for potential donors for your nonprofit organization? Do you want to get the most out of your fundraising efforts and build strong teams?
On the podcast today is Regina Alhassan, who answers these questions and more. She is the CEO of Research Pro and has 23 years of experience in prospect development consulting and getting big donations. Regina is an expert at finding potential donors by searching for their zip codes and using fundraising methods that are open to everyone.
This episode is a must-listen for nonprofits that want to find potential donors, build trust in their teams, and get the most out of their fundraising efforts by managing their data well. Regina's knowledge of inclusive fundraising, searching by zip code, building equity, and data management will give your nonprofit valuable information that will help it do better. Don't miss out on this opportunity to learn from one of the best in the field.
The topics we cover
- Regina’s superhero origin story
- Inclusive fundraising
- Zip Code searching and other segmentation tactics for potential donors
- Building equity in internal stakeholder teams
- Why building equity and zip code searching are the most important aspects of fundraising
- How openness on the equity discussion has increased overtime
- Managing data from potential fundraisers
- How to create segmented strategies for different fundraising groups
- Recommended tools for nonprofits
To learn more and connect with Regina:
Regina’s Linkedin: https://www.linkedin.com/in/reginaalhassan/
Research Pro Website: https://www.theresearchpro.com/
This week, we are joined by Geng Wang to talk about Civic Champs, a volunteering CRM. Geng Wang is the CEO and co-founder of Civic Champs, a platform designed to help volunteer managers, coordinators and organizations manage their volunteers from recruitment to reporting.
In this conversation, Geng Wang walks us through the features available on the Civic Champs app and how beneficial they are to volunteer managers to make their management process more efficient. He covers; what the Civic Champs features are and how they work, the pricing of Civic Champs, how to engage volunteers to become donors, using Civic Champs alongside other CRMs and the future of Civic Champs.
The topics we cover:
● Geng’s superhero origin story
● How the name Civic champs came about
● How the different Civic champs features work
● Engaging volunteers to donate and share feedback
● Kiosk mode that enables mobile volunteer management
● How often Civic Champs updates their platform
● Offers and free trials to help volunteer managers make a decision
● How Civic Champs co-exist with other CRMs /partners
● What is the pricing like on the Civic Champs platform
● What does the future look like for Civic Champs
To learn more and connect with Geng:
LinkedIn: https://www.linkedin.com/in/gengwang/
Website: https://www.civicchamps.com/
Do you want to learn the insider secrets of Salesforce success? Join us on the 50th episode of Agents of Nonprofit podcast as your normal host Alexander Lapa becomes the guest to today’s host: Tim Lockie.
Alex is a Salesforce Architect for nonprofits and host of this podcast. He will take us through his story and his journey to mastering Salesforce, plus share best practices when it comes to choosing a Salesforce consultant/agency. We'll also dive into why he started podcasting and why he believes it's so important.
The topics we cover:
- Exploring Alex’s early interest in technology
- Alex’s thinking process on starting the podcast
- Alex’s digital nomad lifestyle
- Lessons from traveling
- Alex’s transition from Siebel to Salesforce
- Importance of trust in Salesforce's success
- Benefits of Salesforce for nonprofits
- Why Alex chose to serve nonprofits
- Problems Alex solves for nonprofits with Salesforce
- Best practices for working with Salesforce consultant: How to choose the right Salesforce consultant
To learn more and connect with Alex:
LinkedIn Profile
Dryad Consulting (Alex's company)
Dryad Receipting (tax receipting app for Canadian nonprofits using Salesforce):
The "Good Enough" Consultant (newsletter for Salesforce consultants):
And, of course, subscribing & sharing this podcast!
This week, Heather Burright is welcomed to the show to discuss learning strategies and solutions, change management, and empowering your people as a nonprofit.
Heather is a learning and leadership development consultant and the founder and principal consultant at Skill Masters Market. She has created hundreds of learning experiences from in person training, self-paced experiences, virtual classroom, and has worked with dozens of leaders to help them achieve their organizational professional development goals.
The conversation is about learning strategies, which are roadmaps that outline what people need to do to be successful within an organization and how the organization can help them achieve that success.
The topics we cover:
- Why you need to invest in and empower your people as a nonprofit
- Understanding learning strategies for nonprofits
- Analysis, design, and implementation of learning solutions
- How to facilitate virtual meetings and training
- The development cycle for leadership training implementation
- Understanding change management and instructional design for nonprofits
- How to work with skeptical clients and silent resisters in projects
- Training and technology solutions for nonprofits
- Best practices for instructional design for nonprofits
To learn more and connect with Heather:
Heather’s LinkedIn: linkedin.com/in/heather-burright/
Skills Masters Market LLC: skillmastersmarket.com/
Is being your company's Salesforce expert something you're interested in? Do you want to exceed expectations while optimizing and reducing your workload? If so, this episode is for you.
Joining us on the podcast is author and Salesforce expert Jodi Hrbek, who’s spent over 20 years using Salesforce. She is an expert in setting up and optimizing the Salesforce platform for businesses of all sizes. She shares her wealth of experience and knowledge about using Salesfrorce, the Salesforce admin role, and achieving best results with Salesforce in this episode.
The topics we cover:
- How Jodi started her Salesforce career
- About Jodi’s book, Rock Your Role as a Salesforce Admin, and her motivation for writing.
- If Rock Your Role as a Salesforce Admin is a good entry-level book
- Why you need to evaluate your reason for pursuing a Salesforce admin role
- The character and competencies a Salesforce admin should have
- The difference between being an admin and being proactiveFuture career paths for an admin in Salesforce
- Pros of pursuing a career in Salesforce
To learn more and connect with Jodi:
Jodi’s LinkedIn: linkedin.com/in/jodihrbek/
Her book, Rock Your Role as a Salesforce Admin: https://www.amazon.com/Rock-your-Role-Salesforce-Admin-ebook/dp/B0B9KMMRMM
‘Of people with disabilities that are unemployed, over half of them have a university degree.’ - Chad Leaman
Disabilities can have a significant impact on a person's social and economic standing. Those with disabilities face barriers to education, employment, and social participation, which can limit their opportunities and cause poverty, limit access to healthcare and other services, and reduce their overall quality of life. Also, people with disabilities may have to pay more for the equipment and accommodations they need, which can make their finances even worse.
However, with the right support and accommodations, people with disabilities can lead fulfilling and successful lives.
A nonprofit taking action to make this happen is Neil Squire, and joining me on the podcast is Chad Leaman, their Director of Innovation. Chad shares how Neil Squire serves and empowers people with disabilities through technology, knowledge, and passion.
The topics we cover:
- Chad’s superhero origin story
- Chad’s inspiration to work with Neil Squire
- The Makers Making Change program
- Examples of disability technology and innovations
- Neil Squire’s ideas and solutions and how they come to fruition
- The value of volunteers with technical skills to Neil Squire
- How Neil Squire validates and vets ideas
- Neil Squire’s business/funding model
- Their digital literacy, employment, and assistive technology efforts
- Empowering disabled communities with digital devices, affordable internet, and learning opportunities
- Addressing negative stigmas disabled people face in employment
- Their work with accessible video gaming
To learn more and connect with Chad:
Neil Squire Website: https://www.neilsquire.ca/
Chad Leaman LinkedIn: https://www.linkedin.com/in/chadleaman/
Makers Making Change Program: https://makersmakingchange.com/
List of Neil Squire’s Assistive Technologies: https://makersmakingchange.com/assistive-devices/
Are you a non-profit leader who is overworked and undersupported? Do you find it hard to keep your staff, board, or team interested? Feeling overwhelmed by the constant pressure to meet your organization's goals and raise money? If so, this episode provides a solution for you.
Susan Kahan, Founder and Principal of Sapphire Fundraising Specialists, joins us to discuss how her company helps nonprofits work better and raise more money, retain staff, keep board members engaged, and get to know their donors better.
The topics we cover:
- Susan’s superhero origin story
- Why Susan started Sapphire Fundraising Specialists
- How Sapphire serves nonprofits
- The value of coaching for executives and leaders
- Why nonprofit leaders do not collaborate
- How to keep your staff and board members from burning out
- How to attract and keep new talent
- The ideal nonprofit profile Sapphire serves
- What Sapphire does to help nonprofit in change management
- Creating realistic strategies that align with nonprofit current resources and capabilities
- Susan’s technology and software recommendations
- Recommendations for social media
- Why you need to keep your systems integrated
- How to make sure your donation page is operational
To learn more and connect with Susan:
Susan's Website: https://sapphirefundraisingspecialists.com/
Susan’s LinkedIn: https://www.linkedin.com/in/susan-kahan/
What can you do to connect better with your audience? How do you hear what they are saying beyond what is spoken? What can you do to improve your connection and authenticity with them through more transparent engagement?
This episode will help you answer any of the questions above. We welcome Emily Taylor to talk about strategic listening for nonprofits. With teenyBIG, Emily helps nonprofits engage better with their audiences through strategic listening.
Topics covered:
- What is strategic listening?
- How Emily came up with the name ‘teenyBIG’
- Challenges that teenyBIG solves for nonprofits
- Qualifying questions with clients to evaluate their needs
- How teenyBIG measures their work success
- How to deliver ‘feelings’ such as connectedness, power or togetherness
- Demystifying biases to better engage with audiences
- The value of transparency in audience engagement
To learn more and get in touch with Emily Taylor
Website: https://www.teenybig.com/
LinkedIn: https://www.linkedin.com/in/emily-taylor-teenybig/
In this week’s episode, I host Zak Pines. Zak has been in the SaaS industry for many years and has diverse experience in sales, marketing, and partnerships. Marketo, HubSpot, and Salesforce are among the software ecosystems he has worked with throughout his career. Currently, Zak is at Formstack where he has been building and managing a partner program and a community of product experts who provide excellent solutions for customers and technology partners with whom Formstack has integrations.
In this week’s episode, Zak Pines explains how nonprofits can solve problems and create better processes around data collection, workflow, automating document generation, and collecting digital signatures through Formstack.
Topics Covered;
- Why Zak joined Formstack
- What Formstack does
- How forms work on Formstack
- Imbedding Formstack in emails
- How documents, signatures, platforms, and workflows work on Formstack
- How to build your own features on Formstack
- Difference between the electronic and digital signatures
- The platforms that Formstack integrates with besides Salesforce
- Personal branding of Formstack forms
- Data security on Formstack
- Pricing of Formstack apps
- Guidance offered to Formstack partners
- How to become a Formstack partner
- What to expect from Formstack in the future
To learn more and connect with Zak Pines:
Zak Pines LinkedIn https://www.linkedin.com/in/zakpines/
Formstack Website https://www.formstack.com/
In this episode, I talk to my 13-year-old nephew Samuel about nonprofits, customer relationship management (CRM), and how they work.
I help Samuel understand what nonprofits and CRMs are and how they work using gaming references.
Listen in and giggle away while I explain the following to my young nephew in a language he understands:
- What is a non-profit organization?
- What is a CRM and how does it work?
- What does it mean to be in the cloud?
- On Cloud vs On-premise
- Salesforce, the first CRM to be in the cloud
- Is a CRM a good thing? Why?
- What happens if a team player doesn’t want to use the CRM?
Running a nonprofit requires a lot of planning, tracking and client management, reaching out to donors, staff coordination, task management, and many other tasks. This can be daunting.
With new challenges at hand such as great resignations, global economic challenges, there is more nonprofits have to handle, and this requires more seamless technology to run operations, marketing, and communication.
Erik Tomalis, the Director of Business Development at Virtuous, joins me on the podcast today to talk about Virtuous, a technology company that supports nonprofits in setting up CRMs, fundraising, volunteering and marketing tools needed to create more responsive donor experience and increase generosity.
Topics we cover
● Erik’s background and what Virtuous does
● The ideal client Virtuous
● Exploring the different features of Virtuous
● Wealth screening
● How Virtuous supports marketing
● Payment options and payment processors on Virtuous
● Mobile app and volunteer opportunities at Virtuous
● Integrations that are possible in Virtuous
● Professional after-sale services offered by Virtuous to clients
● Partnerships and outsourcing at Virtuous
● How pricing works at Virtuous
● Where Virtuous is on the nonprofit CRM landscape
● Dealing with change management
● What’s in the future for Virtuous
Learn More and Connect with Erik:
Virtuous Website: https://virtuous.org/
Virtuous Academy: https://academy.virtuous.org/
Erik Tomalis: https://www.linkedin.com/in/eriktomalis/
Many non-profits face difficulties in acquiring and keeping up with the right technology solutions. Finding and setting up the right CRM, software, and other services is essential for the survival of any business in the modern era.
One solution that makes this process easier is TechSoup, a nonprofit that exists to help other nonprofits acquire and use the right technology at a subsidized cost. TechSoup has served 1.4 million nonprofits and saved the sector about $19 billion in software and service fees.
TechSoup does that at scale with about 120 technology companies to help manage their discount and donation program. Google, Microsoft, Adobe, Cisco, Zoom, all rely on TechSoup to administer their donation and discount programs to nonprofits.
Eli Vander Giessen from TechSoup joins us in this week’s episode to talk about TechSoup’s offerings, the signup process, and how it helps nonprofits get access to and use best-in-class software at a reduced cost. He also shares his experience working with TechSoup.
This episode is helpful if you work in a nonprofit seeking to save much more on software and service fees.
Topics we cover
- Eli’s superhero story
- How Eli met and worked with David Suzuki
- How TechSoup operates globally amidst multiple languages
- What attracted Eli to TechSoup
- TechSoup’s ideal client profile
- TechSoup’s offerings
- TechSoup’s signup process
- TechSoup’s partnerships
- The TechSoup forum
- The cost of TechSoup
- How TechSoup is different from Pond
- Resources offered by TechSoup to assist nonprofits
- The future of TechSoup
To learn more and connect with Eli:
Eli’s LinkedIn: https://www.linkedin.com/in/elijahv/
TechSoup Website: https://www.techsoup.org/
TechSoup LinkedIn: https://www.linkedin.com/company/techsoup/
In this week’s episode, Alexander hosts Austin Hattox who shares about his experience creating websites for nonprofits.
Austin is the founder of Pixel Lighthouse, a company that he started with his wife to create websites for nonprofits to enable them to paint a clear picture of their vision and enable audiences to interact seamlessly with them online.
Listen in to learn more about the strategies, tools and resources to use when setting up a website for nonprofits, learn more about the Pixel Lighthouse story and best practices to focus on when creating the right online presence for non-profit organizations.
Topics we cover:
- Austin’s superhero origin story
- On hiring unskilled staff to create websites for nonprofits
- The origin of the name ‘Pixel Lighthouse’
- What services Pixel Lighthouse offers
- Using the website to tell a story
- The ideal nonprofit that Pixel Lighthouse works with
- What makes the website implementation process successful
- How is website success measured
- Technologies used to implement the websites
- ClickUp and other apps Pixel Lighthouse to implement websites
- The future of Pixel Lighthouse
To learn more and connect with Austin Hattox:
Austin Hattox LinkedIn https://www.linkedin.com/in/austin-hattox/
Websitehttps://pixellighthouse.com/agents
Nonprofits should invest in technology. It can automate fundraising efforts and get in touch with more donors. It can also keep in touch with stakeholders through newsletters, mail, email, etc., and improve data management by keeping track of donor information and figuring out how well a program is working and how successful a charity is.
Frontier is a nonprofit marketing company with a unique fundraising culture and a focus on systems to help nonprofits get results.
In the previous decade, Frontier has partnered with Canadian charities to raise over $10 million annually. Frontier develops material, creates designs, segments, and delivers direct mail and internet campaigns. What makes Frontier unique is they analyze the companies' values, beliefs, and missions adapt their strategies and campaigns accordingly.
Joining me on the podcast is Frontier’s Champion of Growth, Benjamin Johnson. In this episode, he shares how to get nonprofits started with technology and the kind of tech stack nonprofits should adopt to drive fundraising efforts, improve communication, and data management.
Topics we cover:
- The thinking behind Frontier Marketing
- The core competencies of a nonprofit
- The solutions that Frontier provides
- Digital mail vs direct mail
- Frontier’s customer profile
- The Ben Diagram: marketing, measurement, and management
- The technology Frontier uses for digital agency, print agency, newsletters, and direct mail.
- The pros and challenging of huddles
- What Loom offers that Slack doesn’t
- The technology nonprofits use to make life easier
- How to do messaging for growth
- How to adapt to your client’s needs
- Raising the bar of standards of tech in nonprofits
- Ben’s podcast and the value of podcasts
- The future of Frontier and Ben’s next title
- Honoring your culture
To learn more and connect with Benjamin Johnson:
Ben’s Linkedin: linkedin.com/in/mrbenjohnson
Frontier Website: frontier.io
There are approximately 38.4 million people living with HIV/AIDS around the world, and the vast majority of them live in Africa. In 2021, it is estimated that 860,000 people in Africa were newly infected with HIV and 420,000 people died from AIDS-related illnesses.
On the other hand, in 2020, malaria caused an estimated 241 million clinical episodes and 627,000 deaths. An estimated 95% of deaths in 2020 were in the WHO African Region.
Despite significant progress made in recent years in expanding access to treatment, only around half of those who need treatment in Africa are able to receive it. Because of this, these diseases still kill a lot of people on the continent every year.
One nonprofit combating disease and improving access to healthcare on the continent is GAIA. GAIA’s mission is to strengthen healthcare in underserved African communities. GAIA envisions a world where health outcomes are not determined by who you are or where you live but believes that everyone deserves access to quality healthcare, no matter where they live, or who they are.
Kelsey Fisher, the Program and Grants Officer at GAIA Global Health, joins me on the podcast today to discuss GAIA's impact in healthcare in Malawa and how this is achieved, how GAIA finds investors and raises funds, collects and tracks data, the use of Salesforce and more.
The topics we cover:
- What Kelsey and GAIA does
- Kelsey’s motivation to join GAIA
- The role of partnerships in GAIA’s mission and work
- How GAIA finds investors and raises funds
- GAIA's analytics and reporting to funders
- Key data points collected by GAIA
- How GAIA tracks its data
- How GAIA leverages Salesforce
- GAIA’s roadmap for CRM and Salesforce
- Challenges of using Salesforce
- How to contribute/get involved with GAIA
To learn more and connect with Kelsey:
GAIA Global Health: https://www.gaiaglobalhealth.org/
Kelsey Fisher LinkedIn: https://www.linkedin.com/in/kelseylfisher/
The United Nations declared water and sanitation a human right, but billions of people worldwide still do not have access to clean water and proper sanitation.
Our planet is facing a water crisis, which will only worsen as the population grows and climate change continues to wreak havoc on our water supplies.
One Drop is an organization that is taking action to protect this vital resource for future generations and ensure sustainable access to safe water, sanitation, and hygiene for communities facing extreme barriers through innovation, partnerships, creativity, and the power of art.
Joining me on this episode to talk about how One Drop is doing this is Tara Maritzer, the Donor Relations and Corporate Development Advisor for the One Drop Foundation, and Lisa Clowery, Chief Philanthropy and Corporate Development Officer at One Drop.
The topics we cover:
- Who are Tara and Lisa and what do they do?
- Measurement and evaluation: What it is and its importance to nonprofit project success.
- What it means to be sustainable
- The types and roles of partnerships
- How to achieve and strengthen partnerships
- Pros and cons of Salesforce
- Different ways you can get engaged with One Drop and make a difference
- What One Drop has coming up in the near future
To Learn More and Connect with One Drop, Tara Maritzer, and Lisa Clowery:
One Drop’s Website: onedrop.org/en/
One Drop’s Facebook: facebook.com/ONEDROP
One Drop’s Twitter: twitter.com/onedrop
One Drop’s Instagram: instagram.com/1dropwater/
One Drop’s YouTube: youtube.com/user/onedropfoundation
One Drop’s LinkedIn: linkedin.com/company/one-drop/
Tara Maritzer LinkedIn: linkedin.com/in/tara-maritzer/?originalSubdomain=ca
Lisa Clowery LinkedIn: linkedin.com/in/lisaclowery/?originalSubdomain=ca
Hiring a consultant can be a great way for a nonprofit to get advice from an expert on a certain issue or project. However, due to the unique nature of each project and problem, it's easy to waste a lot of money on blanket solutions that don't address your specific situation. Tim Sarrantonio is on the podcast today to talk about this subject.
Tim is the Director of Corporate Brand at Neon One, a technology and services company that focuses on small nonprofits and how technology can speed up their generosity in terms of design and execution.
In this episode, Tim continues from his LinkedIn post and divides consultants into four groups: searchers, trainers, managers, and coaches. He talks about each category and what they do best. He stresses the importance of knowing which of the four kinds of consultants you need before you spend any money. He also talks about advisors and project overseers and what they bring to the table.
The topics we cover:
- Tim’s superhero origin story. How he started working with nonprofits.
- The four primary groupings of consultants that help nonprofits and what they do.
- The impact of consultants in the sales process
- The difference between advisors, trainers, coaches, managers, and project overseers
- Why nonprofits should make decisions based on budget and not P&L
- How reliant nonprofits should be on consultants
- In-house vs. consultant: deciding whether a consultant is needed
- Addressing the rise in the number of consultants in the nonprofit space
To Learn More and Connect with Tim Sarrantonio:
Tim Sarrantonio LinkedIn: https://www.linkedin.com/in/timsarrantonio/
Tim Sarrantonio’s LinkedIn post about categories of consultants: https://www.linkedin.com/posts/timsarrantonio_im-going-to-spend-my-week-talking-about-activity-6980148927777882112-P4sm/
In this episode of Agents of Nonprofit, I talk to Michelle Flores Vryn, the Chief Development Officer of OneStar. She has worked in almost every area of development: major gifts, institutional giving, membership, capital campaigns, consulting, special events, and annual giving.
Before joining OneStar as the Chief Development Officer, she worked in international fundraising, led the communications and development team at a nature center in Houston and, as a board member, helped launch Exploration Green—a 200-acre green space for conservation, recreation, and flood detention in Greater Houston.
Michelle is passionate about mentoring Black, Indigenous and People of Color (BIPOC) nonprofit professionals and creating better workplace cultures where they can thrive. She helped form the inaugural Justice, Equity, Diversity and Inclusion (JEDI) Committee for EarthShare of Texas and is active on committees with the Association of Fundraising Professionals Global and the Donor Participation Project.
The topics we cover:
- What innovation means in the nonprofit space
- Ideas are cheap; execution is costly. The need for emphasis on idea execution, not just idea generation, and how to encourage nonprofits to implement ideas.
- How gamification, badges, and incentives could promote friendly competition and impact of nonprofits
- Better to try and fail than not try at all. How to get nonprofits more comfortable around risk and recognize that failure is part of success.
- Creating psychologically safe teams in the nonprofit world.
- How to measure success of an idea and the indicators that tell whether an idea is a success or failure
- When to seek external advice and why nonprofits need to listen more to internal staff over external advisors and consultants
To learn more and connect with Michele Flores Vryn:
Michelle Flores Vryn LinkedIn
Resources mentioned:
How to Measure Anything: Finding the Value of Intangibles in Business, by Douglas W. Hubbard - https://www.amazon.ca/How-Measure-Anything-Intangibles-Business/dp/1118539273
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Marco Campana, a Digital Strategy and Communications Consultant for Immigrant & Refugee serving organizations. Marco works to help staff in these agencies build their digital capacity by harnessing the communications & network potential of web and social media in their work.
Topics we cover include:
- Starting with the technology knowledge users already have rather than trying to educate from scratch
- The wide range of tools that work best for serving the settlement of newcomers
- Taking accessibility and language into account when creating forms and how technology can help with that
- Using Salesforce (or other CRMs) for Client Journey Tracking, Intelligence Gathering and more, beyond simple reporting
- The BabyCenter.com approach to guiding a client along a journey from start to finish
To learn more and connect with Marco Campana:
Marco Campana on LinkedIn
Marco’s Website - Marcopolis.org
Knowledge Mobilization for Settlement Website
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Tasha Van Vlack, Sales and Marketing Specialist at cloudStack Services. cloudStack Services is a fundraising CRM built to transform the way nonprofits organize donor information and daily work to create a greater impact.
Topics we cover include:
- When to start talking about training and investing in training
- The best ways to prepare a nonprofit for training so they are in the best position to engage with and absorb the information
- Managing feedback and questions from training groups that you might not have an answer for
- Measuring the success of training once it’s been completed
- Adopting and preparing Salesforce language that will work with nonprofit organizations where they might not speak in technical terms
To learn more and connect with Tasha Van Vlack:
CloudStack Services Website
Tasha Van Vlack on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Kirk Schmidt, Director of Fundraising Optimization at Frontier Marketing. Kirk is an experienced fundraiser and non-profit operations expert with a background in mathematics and IT, who runs a team of data scientists who work to help charities raise more money for their missions.
Topics we cover include:
- What the differences are between metrics & analytics and why they are important
- Creating data warehouses or data lakes to have data be communicated between different systems
- The effects from perceiving or presenting data with different scales, inputs and outputs
- Having a baseline of data and what KPIs a nonprofit might want to have when moving toward a new project
- The reason it is almost always difficult to have data when starting out
To learn more and connect with Kirk Schmidt:
Frontier Marketing Website
Frontier Marketing on LinkedIn
Kirk Schmidt on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Amy Eisenstein, CEO and Co-Founder of the Capital Campaign Toolkit. Capital Campaign Toolkit gives nonprofit leaders access to all the guidance and tools they need to implement successful campaigns — without breaking the bank. Amy is also the co-host of the All About Capital Campaigns Podcast, a weekly source for nonprofit fundraising advice.
Topics we cover include:
- Comparing a capital campaign with a fundraising campaign and the difference in strategies that might be used
- Things to look for and things to avoid when hiring a capital campaign consultant
- Measuring outcomes versus input as a consultant from a billing perspective to improve client satisfaction
- How the Capital Campaign Toolkit comprehensively helps nonprofits with advisors, resources, tools, templates, support groups and more
- Giving organizations the tools and resources they need to empower themselves for the future in addition to direct support
To learn more and connect with Amy Eisenstein:
Capital Campaign Toolkit Website
All About Capital Campaigns Podcast
Capital Campaign Toolkit on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Dan Hanley, Principal and Founder of Altrui Consulting. Altrui leads development teams, creates strategies and budgets, and hires elite development professionals, all while providing key support organizations need to fulfill its mission. Dan is ecstatic to work with nonprofits to support their growth in relationship building and fundraising, especially those serving populations that include the unheard, forgotten and invisible
Topics we cover include:
- Making sure nonprofits have the capacity to take on products so they can take full advantage after purchase
- Making sure job descriptions are kept up to date, so they reflect the current needs, rather than being up to 15 years old
- Helping nonprofits figure out what it takes to keep a team, from vacation to leadership to people
- Dan’s Top Symptoms for locating a donor problem within a nonprofit
- The pros and cons of thanking a donor personally with an email or phone call
To learn more and connect with Dan Hanley:
Altrui Consulting
Dan Hanley on LinkedIn
Altrui Consulting on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Meena Das, the founder, data consultant, trainer, and an ethicist with her nonprofit consulting practice, NamasteData. She also runs a virtual school on data and equity, Data Is For Everyone. She specializes in designing and teaching equitable research tools and analyzing engagement. You can engage with her through her latest workshop Towards Human-Centric AI and her LinkedIn-based newsletter data uncollected.
Topics we cover include:
- Learning from lived experience and applying it to data to develop Diversity, Equity, Inclusion, Accessibility and Belonging
- The impact of language in copy to include or exclude diverse groups of people
- Reflecting within your team to share and turn what’s found into action
- What it means to start with data when starting to think about equity and diversity
- Meena’s recommendations and best practices for data governance, PII, and privacy
To learn more and connect with Meena Das:
NamasteData Website
Data Is For Everyone
Towards Human-Centric AI
Data Uncollected
LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
A short and special message to you, dear listener.
Please let me know your topic feedback by emailing me at alex@dryadconsulting.com
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Many thanks :)
In this episode of Agents of Nonprofit, I talk with Pei Mun Lim, Co-Founder of Zenhao, a leadership academy for consulting and project delivery excellence. Pei loves creating the chemistry that sparks high performing teams and can help Salesforce and Microsoft partners build and develop their internal talent into a group of outstanding consultants.
Topics we cover include:
- The balance between being your authentic self while still being professional
- The importance of partners investing in and allowing new people to have access to training
- The software-agnostic approach that Pei takes to allow the scaling up of consultants with many different specialties
- Pei’s 6 points that make an excellent consultant, including a brief explanation
- One way a consultant can give the best first impression possible to a potential client (Plus, where to find 14 additional ways to be sure to give the best first impression!)
To learn more and connect with Pei Mun Lim:
@On the Peiroll (All Links)
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Louis Diez, VP of Community at Almabase and Founder of Donor Participation Project. Louis advises nonprofits in annual fund development, digital fundraising, and engagement strategies.
Topics we cover include:
- What the Donor Participation Project is, and what Louis’ motivation was behind starting it
- The huge benefits of utilizing e-gaming, e-sports and streaming communities in fundraising
- How a nonprofit can manage to combat misinformation and decline in trust from potential donors
- What the most important technologies a nonprofit should be utilizing for fundraising
- Where Louis would like to take the Donor Participation Project in the future
- Predicting the future of nonprofit fundraising, including community-led growth, automation and no-code
To learn more and connect with Louis Diez:
Donor Participation Project
Louis Diez on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In the second half of this two-part episode of Agents of Nonprofit, I talk with Peter Genuardi, Founder of See The Stars. See the Stars aims to take the tools of capitalism and uses them to make the world more compassionate. Their portfolio includes a series of professional services, startup businesses, and direct investments. Make sure to listen to part one of this conversation from last week!
Topics we cover in part two include:
- Being an effective manager by hiring competent team members and not micromanaging
- Building trust with remote team members by focusing on their outcomes
- Finding people that fit roles rather than molding the role around the people
- The importance of valuing diversity in your team, as well as understanding the diversity in end users of a product or service
- Cultivating a culture of vulnerability within your company to help build relationships
- Embracing the possibility that weaknesses can actually be strengths
To learn more and connect with Peter Genuardi:
See The Stars
Peter Genuardi on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this two-part episode of Agents of Nonprofit, I talk with Peter Genuardi, Founder of See The Stars. See the Stars aims to take the tools of capitalism and uses them to make the world more compassionate. Their portfolio includes a series of professional services, startup businesses, and direct investments. Part two will continue this conversation next week!
Topics we cover in part one include:
- Should an agency aspire to be a one-stop shop for nonprofits?
- What makes a good leader in the technology and marketing services space serving the nonprofit industry
- The benefits of promoting a leader from within the agency compared to hiring from the outside
- Providing people with pathways to grow within the organization and understanding the goals of team members
- Creating a culture of learning where asking questions is expected & encouraged
- Addressing deficiencies within team member skill sets
To learn more and connect with Peter Genuardi:
See The Stars
Peter Genuardi on LinkedIn
If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!
In this episode of Agents of Nonprofit, I talk with Mitch Stein, Co-Founder and CEO of Pond, a networking & RFP platform for nonprofits. Pond flips the marketplace model upside down to create an engaging and supportive space where nonprofit leaders can save time, earn money & empower their search.
Topics we cover include:
- The offline inspiration behind creating Pond
- Breaking barriers in the nonprofit world with a connected marketplace
- What can a nonprofit expect to experience when they interact with Pond
- Rewarding nonprofits rather than offering discounts up-front
- Finding success with interactive content and integrating it as a core part of the Pond platform
- Finding value in having an outside perspective, asking questions, and never presuming you know the answer
To learn more and connect with Mitch Stein:
Pond
Mitch Stein on LinkedIn
Pond on LinkedIn
In this episode of Agents of Nonprofit, I talk with Tom Knox, the Executive Director of Valley Clean Air Now, 501(c) nonprofit that focuses on vehicle incentive programs aimed at low income drivers. Valley CAN helps reduce air pollution, while simultaneously making driving more affordable and reliable for low income drivers.
Topics we cover include:
- The transformation process from using pen and paper, to Excel, to Salesforce for capturing and managing data
- Building trust with customers while collecting data
- The differences in the human element of pen and paper data collection versus digital
- Trusting your team in figuring out solutions for growing and improving your technology
- Some early green flags and warning signs for working with an agency to tell if they’re a good fit
- Salesforce’s ability to be a force for good and how cloud-based data management can be used to save the world
To learn more:
Valley CAN
In this episode of Agents of Nonprofit, I talk with Laura Bibbo who supports and coaches organizations in leveraging technology that better enable them to deliver on their missions. Laura is a change leader and innovator that doesn’t like to just be one thing, which means she knows “a little about a lot!”
Topics we cover include:
- What it means to be a change leader and innovator in the field
- Finding what will truly make you successful rather than pivoting to new shiny objects
- The common project pitfall of not having shared visions and goals across the organization
- Understanding the platform that an organization needs to work cohesively and breaking down silos
- Best practices for what should and shouldn’t be tracked in a CRM
- Consumer expectations shifting towards the need for ease & ability to do things online
To learn more & connect with Laura Bibbo:
Laura Bibbo on LinkedIn
Blog Posts by Laura Bibbo
In this episode of Agents of Nonprofit, I talk with Tim Lockie, the founder of Now IT Matters. Now IT Matters is a social impact tech consultancy that provides insight, resources, and services for the digital capacity transformation of social impact organizations.
Topics we cover include:
- Lessons learned in 20+ years of nonprofit leadership and Salesforce
- Finding what is in the client’s best interest, even if that means recommending they work with someone else
- Designing an experience that is built for humans to use and understand intuitively
- Knowing who in the organization you’re speaking to and what their goals are so you can provide the information that matters to them
- The issue of technology problems being attributed to technology rather than the human side
- Creating measurable change in an organization that has a culture of authenticity and transparency
To learn more & connect with Tim Lockie:
Tim Lockie on LinkedIn
Now IT Matters Website
Now IT Matters on LinkedIn
In this episode of Agents of Nonprofit, I talk with Eric Dreshfield, product evangelist at Mogli and the founder of the Midwest Dreamin’ Salesforce Community Conference. Eric is also a "Connector", a Blogger, a Marketer, a Community Advocate and considers himself the "Kevin Bacon" of the Salesforce Ecosystem.
Topics we cover include:
- The reasoning behind starting the Midwest Dreamin’ conference
- Comparing Salesforce’s Dreamforce conference to the Midwest Dreamin’ community conference
- What a nonprofit can expect from attending the Midwest Dreamin’ conference
- Having higher engagement levels with Mogli text campaigns versus email campaigns
- Nonprofit use-cases for Mogli
- The importance of community connections for career opportunities and more
To learn more & connect with Eric Dreshfield:
Midwest Dreamin Conference - July 20-20, 2022
Mogli
NebuLabs
Eric Dreshfield on LinkedIn
Eric Dreshfield on Twitter
In this episode of Agents of Nonprofit, I talk with Sally Heaven - Co-Founder of Raise HECK. Raise HECK is a woman-owned consulting company helping nonprofits choose and use the best technology to power their missions.
Topics we cover include:
- What it means to work with progressive organizations that align with your values
- The importance of finding organizations that are eager to change, making sure everyone is on board
- Finding nonprofit software that is easy and fun to use
- Best practices in helping organizations take the leap from an excel sheet to a full software platform
- The benefits of starting with a CRM from scratch versus the difficulty of moving from CRM to CRM
- The changes seen in CRMs & their importance in 17 years of working in the industry
To learn more about Raise HECK & connect with Sally Heaven:
Raise HECK
Raise HECK on LinkedIn
In this episode of Agents of Nonprofit, I talk with David Phu - “a nonprofit video communications guy with several video awards and 20 years experience”. David teaches small nonprofits to do their own video marketing so they’re seen more, increase thought leadership, lead donors to give, and help volunteers apply.
Topics we cover include:
- What positive outcomes come from using video vs. traditional copy
- The full plan that is required around video marketing beyond simply creating it
- Measurement and analytics tools for video marketing
- How authenticity is winning eyeballs in the current video marketing landscape
- The typical process for getting started and moving forward with video
- Why knowing your members and using that data in a CRM is important
To learn more & connect with David Phu:
David Phu on LinkedIn
David’s Nonprofit Video Marketing Training Offers
Nonprofit Video Comms Blog + Podcast
In this episode of Agents of Nonprofit, I talk with Ryan Boggs from Arkus. Arkusis redefining and reshaping what it means to hire an outside consultant by providing a diverse set of services from Salesforce implementations to custom application development.
Topics we cover include:
- The magic of becoming partners with clients
- How a nonprofit can prepare for migration from a legacy CRM system to Salesforce
- Criteria that needs to be met for a successful data migration
- Preparing clients who might not be aware of the time and cost of large CRM data migrations
- Assessing automation within an organization
- Making sure nonprofits are prepared for the long-term future for when problems may arise
To learn more about Arkus & connect with Ryan Boggs:
Arkus, Inc.
Ryan Boggs on LinkedIn
Arkus Blog
In this episode of Agents of Nonprofit, I talk with Matt Frank - Director of Technology Evangelism and Product Marketing at Blackthorn. Blackthorn helps to meet the needs of modern nonprofit organizations in meaningful ways through their Salesforce-native apps.
Topics we cover include:
- What Blackthorn offers to nonprofits to help them succeed
- The ethos of simplicity behind Blackthorn apps
- Blackthorn’s Salesforce-native apps that help nonprofits with Payments & Event Management
- Enabling organizations to prevent harmful data from entering the CRM
- The emphasis on listening to potential customers to ensure mutual fits
- How Blackthorn predicts what their customers will need 18+ months in advance
To learn more about Blackthorn & connect with Matt Frank:
Blackthorn.io
Matthew Frank on LinkedIn
Blackthorn Events on Salesforce AppExchange
BuildGood is a donor communications agency that helps nonprofits with done-for-you fundraising services and consulting. In this episode, Mike Duerksen, founder and CEO of BuildGood, joins me to discuss fundraising services, best practices, and much more.
Topics we cover include:
- Mike’s journey to starting BuildGood
- The agency’s core services and outcomes
- Positive and negative indicators Mike considers when determining if a particular client is the right fit
- Mike’s CRM and software recommendations
- How to build a community rather than just an audience
- A look at the future of fundraising — and strategic moves to start making now
- What Mike has learned from running two podcasts
To connect with Mike:
BuildGood
The Build Good Fundraising Podcast
LinkedIn
Donor Science Consulting helps nonprofits stay competitive through advanced data analytics. In this episode, Matthew Dubins, founder of Donor Science Consulting, joins me to discuss all things data science.
Topics we cover include:
- How Matthew got started in data science and the nonprofit space
- Why no organization can afford to ignore data science
- Some of the main services he offers, all centered around predictive modeling
- Ethical considerations and privacy best practices
- The limits of what data science can’t — and shouldn’t — do
- Impacts he’s seen from COVID on the nonprofit industry
To connect with Matthew:
Donor Science Consulting
LinkedIn
Elements.cloud is a change intelligence platform that helps organizations get more out of Salesforce through analysis and documentation. In this episode, Ian Gotts, founder and CEO at Elements.cloud, joins me to discuss change intelligence and documentation best practices.
Topics we cover include:
- The features and capabilities of Elements.cloud, including automated documentation, consolidating data in one place, and visualization
- The importance of documenting not just what changes were made, but why
- What Ian refers to as the “Three Cs” of change intelligence: Content, Connections, and Context
- What “technical debt” means and how Elements.cloud helps reduce it
- Simple steps to get started building up solid documentation practices
To connect with Ian:
Elements.cloud
LinkedIn
Wingate Group is a Salesforce consulting boutique serving clients throughout Canada and the USA. In this episode, Andrew Maruzzella, Director of Professional Services at Wingate Group, joins me to discuss the ins and outs of Salesforce consulting for nonprofits.
Topics we cover include:
- What Salesforce used to look like in the past and how far it’s come since
- The differences between a consulting boutique and a solopreneur consultant
- Some of the many hats that a Salesforce consultant wears
- Why we continue to do what we do
- The specific values we each look for in team members — and why talent or skill isn’t necessarily the most important qualification
To connect with Andrew:
Wingate Group
LinkedIn
Oxfam Canada, a member of the International Oxfam Confederation, works to end global poverty through fighting for womens’ rights. In this episode, Saleh Nur, IS and Analytics Specialist at Oxfam Canada, joins me to discuss the challenges and processes of working within such a multinational company in the nonprofit space, and how Oxfam Canada uses Salesforce as their central hub.
Topics we cover include:
- How Oxfam handles communication among its international locations and functions
- How Oxfam Canada is tackling challenges such as data security, scalability, and data archiving
- Oxfam’s Unwrapped program and how it works
- Benefits and challenges of using Salesforce, and how to decide if it’s the right platform for your company
- Lessons learned during the pandemic
- How to get involved with the work Oxfam Canada is doing
To connect with Saleh:
Oxfam Canada
Oxfam Unwrapped
LinkedIn
LemonSkies helps nonprofit organizations create campaigns, plan strategically, and improve their messaging, and more. In this episode, Olga Woltman, Founder and Principal of LemonSkies, joins me to discuss how empathy drives every aspect of her work.
Topics we cover include:
- Olga’s journey to working with nonprofits and founding LemonSkies
- How to handle change management with empathy
- How to determine what technology and your organization needs
- Olga’s favorite philosophy for selecting a CRM
- Choosing the right marketing strategies for your nonprofit
- Tips for fundraising and getting donors more involved
- How COVID has impacted fundraising
To connect with Olga:
LemonSkies
LinkedIn
Vera Solutions works with social sector organizations to help them understand, track, and leverage data to amplify their impact. In this episode, Katrina Seidel, Director of Business Development at Vera Solutions, joins me to discuss their product Amp Impact and how they’ve served over 325 organizations so far.
Topics we cover include:
- How Vera Solutions got its start
- The benefits of using Amp Impact and how it compares to other products like Salesforce’s Program Management Module
- How partnerships help Vera Solutions drive new opportunities and bring in new clients
- What the product delivery process looks like
- Other ways Vera Solutions works with organizations not using Amp Impact
- The future of Vera Solutions
To connect with Katrina:
Vera Solutions
Amp Impact
LinkedIn
Twitter
Talented and experienced Salesforce nonprofit consultant Sandy Hunter joins me to discuss some of the major topics of being a consultant in the nonprofit industry.
We discussed topics such as:
- How he got started working with NFPs
- How great it feels to be part of a larger community
- How he evaluates an existing Salesforce installation in order to make recommendations
- His most favorite and least favorite feature within Salesforce
To connect with Sandy:
Trailhead
LinkedIn
Twitter
Prodly provides DevOps (Development Operations) services and tools to help organizations manage their day-to-day operations at a technical level. In this episode, Abby Malvestuto, Product Marketing Specialist at Prodly, joins me to discuss the key functions of Prodly and how it makes handling data and metadata simple, even for non-technically-inclined users.
Topics we cover include:
- What DevOps are, and how Prodly fits into that definition through the use of Salesforce
- Key functions of Prodly and how it developed over time
- How Prodly makes data and metadata transfers easy and user-friendly
- Prodly’s process for working with partners, and why they do this for free
- Plans for future developments
To connect with Abby:
Prodly
LinkedIn
As a nonprofit, you probably have tons of questions about which CRM is right for you. In this episode, I tackle some of the most import points and considerations if you choose Salesforce as your CRM.
Topics include:
- How to get started with Salesforce for nonprofits
- When is Salesforce right for your organization
- Finding an implementation partner
- Out-of-the-box features
- Popular 3rd party apps
- Overcoming change management
- Best practices for data migration
- Release management using sandboxes
- Choices for ongoing maintenance
Links:
Get an NPSP Trial
AppExchange for Nonprofits
Trailhead training
Volunteer West Island is one of about 114 volunteer centers in Quebec, and works to match volunteers with opportunities to serve the community. In this episode, Lynda Barrett, Executive Director of Volunteer West Island, joins me to discuss using an online system, and specifically Salesforce, to efficiently manage volunteer data for their wide variety of services.
Topics we cover include:
- The many different services a volunteer center like Volunteer West Island can offer
- The difficulty of finding the right data management system for nonprofits
- How and why they switched from using only very basic technology just a few years ago to relying heavily on Salesforce and a few other softwares today
- What Lynda likes most about Salesforce, and what she still finds challenging
- Why Lynda says Salesforce Maps saved their meal program during the pandemic
To connect with Lynda:
Volunteer West Island
https://wpamelia.com/
The Breakfast Club of Canada serves children across Canada, providing them with nutritious food at school. In this episode, Maxime Poulin and Sandra Villeneuve of The Breakfast Club of Canada join me to discuss making the change to Salesforce from the organization's previous CRM.
Topics we cover include:
- The specific technologies The Breakfast Club of Canada uses to receive donations, handle money, and distribute food across the country, while ensuring all systems work together smoothly
- Why the organization switched over to using Salesforce
- Tips for effective change management
- What Maxime and Sandra like most about using Salesforce, and improvements they’d like to see in the future
To connect with Maxime & Sandra:
The Breakfast Club of Canada
Maxime LinkedIn
Sandra LinkedIn
PICNet’s suite of apps, Soapbox Engage, serves nonprofits and organizations of all sizes, helping meet all of their unique technology needs. In this episode, Ryan Ozimek, co-founder and CEO of PICNet, joins me to discuss the functions, integrations, and future of Soapbox Engage.
Topics we cover include:
- The origin of PICNet, and how he grew it from an idea to the business it is today
- An up-close look at each app in the Soapbox Engage suite with their integrations
- Challenges involved in creating these apps and maintaining their functionality as both individual apps and a whole platform
- Additional services PICNet offers nonprofit organizations
- A roadmap for upcoming developments
To connect with Ryan:
Soapbox Engage
LinkedIn