Preparing Nonprofits For Tech Changes (AI Awareness)
Nonprofits, like other organizations, are facing a pivotal moment where technology, particularly AI, is becoming increasingly central to operations. However, adopting new tech is not always seamless, and nonprofits often struggle to integrate these changes effectively. In this Nonprofit Power Week Day 2 episode, cohost Julia Patrick, along with Meico Marquette Whitlock, engage with Jeff Hensel, Director at Eide Bailly, in a discussion about preparing nonprofits for technological changes.
Jeff begins by describing how one of the key components for success in adopting technology, especially AI, is understanding data. He explains that AI is built on data, both structured and unstructured, and organizations must be strategic in managing this data. He says, “AI is built on data…you need a strategy for both structured and unstructured data,” reinforcing that a well-thought-out data management plan is essential for leveraging AI effectively. Without this strategy, organizations risk inefficiency and even potential security issues.
This thought provoking conversation also explores the cultural barriers within organizations that may impede technological progress. Meico highlights that organizations often fail not because of the technology itself, but because of a lack of alignment and culture within the organization. He points out that having formal data systems in place is not enough if informal, disconnected systems persist—employees may still rely on their personal methods, like using Dropbox or thumb drives, which can undermine collective efforts. . . . . .reinforcing the importance of a shared vision and consistent organizational practices.
Finally, the trio talk about governance and security, reminding nonprofits that technological change is not just about adopting the newest tools but . . . . . . . . .
AI Impacts and Your Nonprofit ( A New Era of Possibilities)
A must-watch for any nonprofit seeking to understand the growing role of AI in the sector. Jeff Hensel, Director at Eide Bailly’s Technology Consulting Group, joins our cohosts as they examine the practical and transformative potential of AI for nonprofits. This is the first in a deep dive Nonprofit Power Week five-part series dedicated to helping nonprofit organizations understand how AI and technology are reshaping the sector and how to navigate this shift effectively.
Cohost Julia Patrick sets the stage with comments about the fears and uncertainties many nonprofit leaders feel about AI. Jeff responds, noting that AI, particularly generative AI, is more accessible than ever. . … “The reality is that technology impacts every organization, and it’s not a magic wand but a powerful tool that, when used correctly, can supplement and enhance your organization’s work,”. His remarks reflect how AI is not a distant futuristic tool but an immediate reality that nonprofits must integrate into their long-term planning. Rather than feeling overwhelmed, he suggests that nonprofits approach AI like they would a new intern: “AI can add value, but it needs direction and guidance from humans to be truly effective.” This synergy between human oversight and AI capabilities is where the real magic happens.
As Jeff continues, he touches on the exponential growth of AI technology, warning that nonprofits should not fall into the trap of thinking AI will solve all problems instantly. Instead, they should focus on building a strategic plan that aligns AI use with their organizational goals. By understanding the limitations and strengths of AI, nonprofits can harness . . . . . . . . .
How To Engage Your Nonprofit Board In Fundraising!
The right board involvement can demystify fundraising, turning what might seem like a daunting task into a more manageable and impactful team effort. From this lively session, expect to learn a lot about the sometimes complicated, yet critical, role of engaging nonprofit boards in fundraising, with cohosts Julia Patrick and Tony Beall. This discussion revolves around the vital understanding that fundraising is a “team sport,” as Tony aptly puts it. Together, they focus on the theme that board members play a significant role in an organization’s ability to secure and sustain funds, but often, there’s confusion about what fundraising truly is—and what it’s not. Julia strikes the early tone by sharing her personal reflections on her decades-long involvement in community fundraising and board service, describing how much she could have done differently with the right knowledge. She says, “I looked at the different decades of my life and what I could have done better, and what I did well.”, reflecting the importance of continuous learning for board members to become more effective in their roles. Tony builds on this as they go on, explaining that while many board members feel a fear of fundraising, they can still significantly contribute by playing roles that don’t involve the daunting task of asking for money. He introduces four key roles board members can adopt: the Prospector, the Cultivator, the Solicitor, and the Steward. “You can support your organization from the launching pad to landing,” Tony says, which shows the flexibility in how board members can engage in the fundraising process. Tony goes on to highlight . . . . . . . . .
Tech Solutions Helping Foster Care Systems In Crisis
Learn from this inspiring journey how innovative technology is being used to address the systemic challenges within foster care, with Dr. Jennifer Jacobs, co-founder and CEO of Connect Our Kids. She shares how they’re working to provide tools to make a difference for the lives of over 400,000 children currently in the foster care system.
An amazing series of connections. . . . . . . . Dr. Jacobs, whose background in nuclear engineering and counter-terrorism may seem unrelated to child welfare at first glance, was motivated to take action after reading about the foster care crisis. She discovered alarming parallels between the methods used to map terrorist networks and the processes that could be adapted to find families for foster children. “The foster care community does similar work with Post-it notes and Microsoft Excel,” Jacobs pointed out, highlighting the severe resource limitations faced by social workers.
Her organization’s groundbreaking software helps social workers efficiently locate biological family members, strengthening critical kinship ties that can profoundly affect a child’s well-being. For example, Dr. Jacobs shares the heart-wrenching story of Kelly, a foster child who was repeatedly moved between homes. After being asked what would help her most, Kelly responded, “I want people in my life who aren’t paid to be there.” Using Connect Our Kids’ tools, Kelly was reunited with her biological family in just 20 minutes—a life-changing moment that allowed her to finally begin healing!!
The conversation between host Wendy Adams and Dr. Jacobs amplifies the crucial role of relationships in a child’s development. Dr. Jacobs elaborates on the science behind this, . . . . . . . . .
Harnessing Nonprofit’s Data: Unlocking Social Sector Heroes!
The monumental role data plays in transforming the social sector, with Adam Luecking, CEO and co-founder of Clear Impact. This discussion showcases how the right tools and mindset can empower nonprofits to create measurable, lasting impact, making it an invaluable listen for organizations striving to unlock their full potential through data.
Adam begins by outlining two key types of data that nonprofits need to focus on: population-level data, which relates to broader societal conditions, and program accountability data, which evaluates how well individual programs perform. He notes, “There’s really two types of data out there—population-level data, which is much bigger than any one program, and program-level data, which is focused on how much and how well you do something, but most importantly, whether anyone is better off from your services.”
He shares, with co-hosts Wendy Adams and Julia Patrick, that the shift toward data-driven work can create anxiety within organizations, especially smaller nonprofits that lack experience in performance reporting. Continuing, he advocates for a phased approach, encouraging organizations to start small and build their capacity over time. “Pick three to five measures and focus on whether people are better off. Start small, build your performance and data muscles, and improve as you go,” he says.
This look into working with data also touches on the importance of aligning data reporting with funder expectations. Adam points to the need for nonprofits to shift their mindset from seeing data collection as a burden to understanding it as a core part of their mission. His mantra, “Bring precision to your passion,” encapsulates the idea that combining . . . . . . . . .
Creating a Culture of Philanthropy in Nonprofits
The essential yet often overlooked concept of creating a true culture of philanthropy within nonprofit organizations, with Shannon L. Watts, Principal Consultant of Key Fundraising. Hosted by Julia Patrick and Wendy Adams, the conversation looks into the ways nonprofit teams can evolve from simply discussing philanthropy to fully embedding it into their core operations and mission.
You’ll watch and understand why Shannon emphasizes the importance of integrating philanthropy into every level of an organization, as she makes it clear that building such a culture is not merely the responsibility of the development team. Instead, it involves every member of the nonprofit, from board members to program staff. As Shannon puts it, “A culture of philanthropy is where everyone shares responsibility for bringing resources into the nonprofit organization.” This does not mean that everyone is responsible for soliciting donations, but rather that each individual understands the role philanthropy plays in fulfilling the organization’s mission and actively supports it.
Drawing from her extensive experience as a consultant, Shannon highlights the unique challenges faced by grassroots organizations—those with budgets under $1 million, often with limited resources and staff. For these smaller entities, she notes, fostering a culture of philanthropy is not only possible but often more readily embraced. The smaller, cross-trained teams in grassroots nonprofits already operate with a collective mindset, which can naturally lend itself to philanthropic collaboration. Shannon’s expertise stems from nearly two decades of consulting work, as well as her recent academic achievement—a Master’s in Philanthropy and Development from Saint Mary’s University of Minnesota.
Throughout the lively chat, the hosts explore the barriers to . . . . . . . . .
Nonprofit Storytelling With Numbers
Guest expert Angela Coaxum transforms the often-intimidating world of nonprofit financials into a vibrant, engaging conversation about storytelling. With her dynamic approach, Angela, a Regional Director at Your Part-Time Controller, demystifies the process of turning dry financial data into a compelling narrative that highlights the heart and soul of an organization’s mission.
From the outset, Angela sets the stage for how nonprofits can weave their financials into the bigger picture. “Storytelling isn’t about spinning a yarn, but making sure we’re getting our message across—how we’re supporting the mission,” she explains. By focusing on the mission and the impact of the organization, financial reports become more than just numbers; they evolve into the story of how every dollar helps change lives. It’s a shift in perspective that makes financials feel less like a chore and more like a crucial piece of the nonprofit’s larger mission.
Angela’s infectious enthusiasm continues as she discusses the importance of making financial data visually engaging. “When you use charts and infographics, it really brings things to light,” she says, “and people will tune in when it’s eye-catching.” By turning numbers into visual narratives, nonprofits can grab the attention of board members, funders, and community partners—sparking conversations and deeper engagement with their financials. Imagine data that dazzles, with colorful charts that tell the story of your impact in a glance!
Collaboration also plays a starring role in this episode. Angela highlights the need for teamwork between finance, development, and marketing to craft a financial story that’s not only accurate but emotionally resonant. She encourages nonprofits to ensure that their financial . . . . . . . . .
How A Nonprofit’s Branding Increases Fundraising!
“Your branding is more than a flashy logo and tagline. It’s about how your messaging connects with your community and builds trust over time.”, says Tony Beall, with cohost Julia Patrick.
Their discussion explores the holistic nature of nonprofit branding, emphasizing that a strong brand is about more than just a flashy logo or a catchy tagline—it’s about creating genuine, long-lasting trust with the community and potential investors.
Tony makes it clear that nonprofit branding must resonate deeply with the communities being served. This connection is crucial for fundraisers, who are often the face of the organization, and are on the front lines engaging with donors, investors, and community members. The conversation shines a light on the understanding that brand credibility is built not only through visuals but through the entire organizational culture, ethics, and consistent, transparent storytelling.
The two also touch on the role of internal collaboration in branding. Tony advocates for including fundraisers and frontline workers in branding decisions, as their daily interactions with the community offer invaluable insight into the organization’s image and impact. The pair also highlight milestone marketing—celebrating organizational achievements like anniversaries—as a powerful way to underscore trust and show longevity and success in service.
You’ll appreciate how and why branding in the nonprofit world must be multi-dimensional, touching every part of an organization’s operations and outreach. The goal is not just to be seen but to be trusted, and that requires thoughtful, ongoing effort across all communications and actions.
Nonprofit’s Thriving With Modern Corporate Partnerships
In the speedy world of nonprofit-corporate partnerships, the game is changing—and those who want to thrive need to evolve with it. Host Julia Patrick sits down with Zach Leverenz, the visionary CEO of SEED SPOT, to uncover strategies that not only land corporate partnerships but make them sustainable, high-impact relationships that transform communities.
Zach doesn’t hold back. He shares powerful insights into how nonprofits must move beyond the old model of simply asking for charitable donations. “More and more, what we’ve seen is that getting really targeted and intentional about how the nonprofit understands the incentives and value they can provide to a corporate partner…is something that’s overlooked oftentimes by nonprofit leaders,” he explains. It’s a subtle shift, but one that unlocks immense opportunities for nonprofit organizations willing to think big.
At SEED SPOT, Zach and his team master the art of forging partnerships that deliver mutual benefits. One standout example is their collaboration with Humana Foundation and Volunteers of America. Together, they tackle health equity in underserved communities—an initiative that perfectly aligns the mission of each partner. Zach describes, “This is a case where we’re not compromising at all. In fact, we’re amplifying and accelerating the impact we can have through a more intentional look at how corporate sponsors think about their own goals.”
The key to building these powerhouse partnerships? Communication and trust. Zach stresses that successful partnerships aren’t one-off transactions—they’re deeply relational, requiring ongoing dialogue and shared vision. “Good partnerships are relational, they’re not transactional. We are all humans, and we communicate and trust and build relationships with each other,” he says, offering . . . . . . . . .
How Nonprofit’s Can Lobby Legally (Advocating for Policies)
A comprehensive guide for nonprofits navigating the world of policy, advocacy, and grassroots efforts, illustrating how nonprofits can and should engage in the political sphere. Host Julia Patrick engages in a dynamic conversation with advocacy expert Amy Showalter, CEO of the Showalter Group, to demystify nonprofit involvement in public policy and advocacy. Amy’s deep expertise shines as she clarifies myths and offers practical guidance for nonprofits looking to influence policy while remaining compliant with regulations.
One of the key myths addressed by Amy is the misconception that nonprofits are prohibited from engaging in advocacy or lobbying. She exhorts, “It’s a myth that nonprofits can’t engage in advocacy, or even use the word lobbying. They’re allowed to engage in those activities.” Amy explains that while there are financial limitations and specific guidelines, the IRS encourages nonprofits to make their voices heard in policy matters, particularly those that align with their mission.
She highlights the importance of nonprofits not just raising awareness but also focusing on achieving measurable results. “Awareness is not the metric. That’s a step in the influence process, but it’s not the result. The result is, are you changing hearts and minds of elected officials or the public,” she underscores, urging organizations to have clear objectives and success metrics in place.
The discussion also explores the potential advantages and challenges of forming coalitions with like-minded organizations. While such collectives can amplify a nonprofit’s influence, Amy points out that they can also introduce complexity regarding decision-making and credibility. She advises organizations to weigh these pros and cons carefully.
You’ll come away realizing grassroots advocacy is a powerful . . . . . . . . .
How Professional Development Impacts Your Nonprofit Career
Feel like you’re in a career rut? In the realm of nonprofit work, personal and professional development stands as the foundation of success and longevity.
Jack Alotto, a seasoned expert in nonprofit training and a Certified Fund Raising Executive (CFRE) lends host Julia Patrick his insights into the importance of a structured professional development plan. You’ll see how it can be both practical and inspiring. He advocates for a methodical and reflective approach to career growth, suggesting that nonprofit professionals should meticulously design their career trajectories much like preparing for a certification exam. “You’ve got to have a study plan. You have to have a goal at the end of the study plan to pass the CFRE test, and you have to work backwards from your test date,” Jack exhorts as he speaks to the significance of proactive career planning.
His enthusiasm for nurturing talent is clear as he discusses the transformative impact of professional development on individual careers and broader organizational success. “When fundraisers raise more money, Julia, all boats rise. Our lives are better,” Jack states, demonstrating the collective benefits of one’s individual advancement and serving as a rallying cry for professionals within the sector.
Throughout the energized chat, Jack stresses the necessity of having a clear vision and concrete steps towards achieving professional goals. He encourages viewers to gather resources, seek mentorship, and continuously assess and adapt their plans. His strategic outlook extends beyond immediate tasks to focus on long-term career objectives that might fulfill personal aspirations and advance organizational missions.
Continuing, Jack’s holistic view of professional development includes personal well-being, emphasizing the value of . . . . . . . . .
How To Vet Job Candidates (For nonprofits)
Best practices for vetting new prospective nonprofit staff, with the CEO of Staffing Boutique, Katie Warnock. Katie, with 20 years of experience in nonprofit recruitment, shares her candid thoughts on what it takes to identify the right candidates, emphasizing the importance of practical judgment over traditional HR methods.
Katie begins by explaining her unconventional approach to recruitment, noting how her extensive experience in staffing gives her a more grounded perspective on what works. Katie’s honesty about the limitations of traditional hiring tools sets the tone for the conversation, pushing listeners to think critically about common vetting practices.
The informative conversation also touches on the controversial practice of reviewing candidates’ social media activity. Katie stresses the importance of being mindful about online presence during a job search. “We are going to search you. We’re going to do Google searches… tighten up those sources, regardless of who you are or what you’re posting,” she advises. Her point reinforces the reality that, in today’s digital age, employers will almost certainly examine a candidate’s online footprint, making discretion essential.
Throughout the episode with host Julia Patrick, Katie’s advice challenges the status quo, encouraging nonprofits to focus more on practical evaluations of potential staff. Her perspective is a refreshing reminder that, in the nonprofit sector, the human element is often as important as formal credentials.