Strategic Planning Essentials (Inclusive planning)
The topic of strategic planning essentials for nonprofits! We discuss the intricacies of inclusive strategic planning, ensuring that every voice is heard, with Carol Hamilton of Grace Social Sector consulting.
Carol begins with the “why” of inclusivity in strategic planning, highlighting the need to integrate an equity lens into the process, and acknowledging the diverse perspectives crucial for organizational success. Hamilton says, “The strategy of the organization is not solely owned by the board. It is part of the board’s role, but it’s not exclusively their job.”, a statement defining her belief in the collaborative nature of strategic planning, where input from various stakeholders is essential for effective decision-making.
Carol challenges the traditional notion that strategic planning is solely the board’s responsibility, advocating for a collaborative approach involving staff, board members, and stakeholders. By fostering an environment of shared decision-making and inclusivity, organizations can achieve genuine buy-in and alignment towards common goals. She emphasizes, “I’ve stopped saying no and I’ve started saying not yet. It feels much less punitive. Usually, our ambitions are bigger than our capacity, and that’s okay.” This shift in mindset encourages organizations to view setbacks as opportunities for growth and progress, rather than failures.
She goes on to address common pitfalls in strategic planning and offers practical solutions. From avoiding overly ambitious plans to ensuring ongoing engagement beyond the initial retreat, she emphasizes the iterative nature of the process. By establishing clear goals, defining success indicators, and maintaining flexibility, organizations can create dynamic and adaptable strategic plans.
Carol also describes the evolving landscape of strategic planning in light of external factors, such as . . . . . . . . .
Questions Nonprofits Asked (nonprofit collaborations | Marketing)
From managing travel expenses for nonprofit donor meetings to navigating milestone marketing at a charity, and nonprofit’s collaborating on joint galas, the cohosts provide advice to nonprofits rooted in transparency, strategic planning, and better communication.
Meredith Terrian starts on a question about tracking travel expenses in a mixed business vacation trip, highlighting the necessity of honesty and transparency when managing expenses for nonprofit donor meetings. She details the value of maintaining integrity while still trying to optimize opportunities for fundraising and donor engagement.
Addressing questions about milestone marketing at a charity, the cohosts point to the strategic significance of altering logos to signify organizational progress and celebrate longevity. While acknowledging associated costs, they describe the potential return on investment and key on the importance of clear communication and alignment of missions among collaborating organizations.
In a question about multiple nonprofits collaborating on events and galas, the discussion digs into the complexities of joint galas, emphasizing the need for clear agreements, logistical coordination, and equitable distribution of resources and responsibilities among participating nonprofits.
This lively and fun conversation also touches on the relevance of press releases in the digital era, underscoring their continued value in amplifying organizational visibility and leveraging traditional media outlets alongside digital channels.
Finally, a question about conflict-of-interest policies is presented, with the recommendation to avoid backdating documents and prioritize transparency in board governance practices.
Themes of strategic planning, transparency, and proactive communication emerge as essential principles for effective nonprofit management. The cohosts providedpractical actionable advice to help you navigate opportunities in operational and fundraising efforts.
Navigating Donor Dominance: (Fundraising Ethics)
Unraveling the complexities surrounding donor dominance in the nonprofit sector. With an emphasis on ethical fundraising practices, Angela Barnes and Jack Alotto discuss the subtle yet impactful dynamics that can arise between donors and organizations.
Donor dominance, as Barnes articulates, is not a sudden occurrence but rather a result of gradual actions that erode organizational boundaries. It emerges when donor-centric fundraising lacks clear communication and defined limits. Alotto corroborates this by citing instances where donors exert influence over organizational decisions, leading to mission drift or compromised values.
One key takeaway from the discussion is the importance of establishing clear boundaries and ethical guidelines for donors. Barnes introduces the concept of a “donor code of ethics,” which outlines expectations for both donors and organizations. By fostering transparency and accountability, such codes aim to maintain the integrity of nonprofit missions while honoring donor contributions.
The conversation delves into the power dynamics inherent in fundraising, highlighting the challenges faced by fundraisers in navigating donor expectations. Barnes and Alotto stress the need for fundraisers to advocate for their organization’s mission and values, even in the face of substantial financial offers.
The trio also speaks about the evolving landscape of philanthropy, where donors increasingly seek collaborative partnerships rather than mere transactional relationships. Barnes and Alotto advocate for a shift towards a community-centric fundraising model, where donors are viewed as allies in advancing organizational missions rather than saviors.
This is candid dialogue, sharing personal anecdotes and insights gleaned from the extensive experience our guests have in the nonprofit sector. Their collective commitment to fostering ethical fundraising practices serves as a beacon for fundraisers navigating . . . . . . . . .
Relational Leadership For Nonprofits
A fresh and striking perspective on relational leadership, focusing on aligning goals with nonprofit’s mission and fostering a culture of compassionate accountability within nonprofit organizations, with Wendy F. Adams, CFRE, from Cultivate for Good. Wendy gives the keys to building stronger team-leader relationships, setting meaningful goals, and fostering a culture of excellence within nonprofits.
Wendy launches the fast-paced conversation by highlighting the essence of relational leadership, stating, “We’ve got to start with the leader. Where are you in this space. Are you able to be self-aware.” She emphasizes the need for leaders to recognize their role in driving progress and addressing challenges head-on, stressing the importance of authenticity, stating, “We know that our supporters and our donors… they can sniff out anything that’s not authentic.”, then, continuing by pointing to the necessity of believing in the mission, stating, “Do you as the leader believe that your mission is possible?” She emphasizes the value of collaboration in tackling ambitious goals within the nonprofit sector.
The conversation then shifts to the practical aspects of goal-setting, with Wendy introducing the concept of “SMART goals” infused with relational principles, emphasizing the importance of goals being loyal to the mission, lasting, and measurable. She offers more on the need for leaders to nurture a culture where mistakes are viewed as opportunities for growth rather than barriers to progress.
The conversation sheds light on the role of compassionate accountability in driving organizational success. Wendy shares personal anecdotes and insights, stressing the need for leaders to empathize with their team members while holding them accountable to their commitments, stating, “We’re going to . . . . . . . . .
Navigating Nonprofit Tech
Are you struggling to navigate nonprofit technology? Learn strategies for leveraging technology effectively in nonprofits, the worth of tech integration, and the importance of understanding the ‘why’ behind implementing technology solutions, with Alicia Eastvold from Your Part-Time Controller. Find out why we dubbed her the “Accounting Sommelier”, who is helping to harness the power of technology to drive social change.
Alicia sheds light on the common challenges nonprofits face when adopting new technologies. She compares the process to scheduling an appointment with an eye doctor, highlighting how hesitation and uncertainty often hinder organizations from embracing tech advancements. Alicia says, “You know, just like why we don’t schedule the appointment for the eye doctor when we could see right away if we just made the appointment, there’s all sorts of reasons that we don’t.”
One key takeaway from this lively discussion is the concept of realistic pessimism with equal optimism. Alicia points to the importance of acknowledging the initial challenges of tech integration while remaining optimistic about the long-term benefits, emphasizing the need for continual evaluation and adaptation, especially in a rapidly evolving tech landscape.
Alicia also advocates for seeking guidance and support when navigating tech decisions. Drawing parallels to the role of a sommelier in selecting the perfect wine, she stresses the need for expert advice tailored to each organization’s unique needs. “Every nonprofit is different. Everybody has different needs and different structures. And so one size just doesn’t fit all. You really need someone to help you through that,” Alicia remarks.
Alicia and our cohosts also chat about the dilemma of choosing between different tech . . . . . . . . .
Equity In Nonprofit Grant Writing
Grant writing insights for nonprofits, with strategies for navigating grant applications with an equity-centered approach, with Stephanie Somerman, Senior Director at Elevate. From redefining the narrative to empowering communities, we focus on the importance of putting people at the forefront of grant proposals.
Elevate specializes in institutional fundraising, aiding nonprofits in securing vital resources for their impactful work. Stephanie stresses that the grant application process isn’t solely about submitting proposals but entails a comprehensive journey, from relationship-building with funders to understanding community needs deeply. Central to the conversation is the concept of centering equity in grant writing, defined as prioritizing people’s experiences and needs, ensuring their voices drive the narrative. Stephanie emphasizes the significance of people-centered language, urging nonprofits to convey their work authentically by reflecting the perspectives and historical context of the communities they serve.
Stephanie and our cohosts address the challenge of ensuring funders understand and appreciate equity-centered approaches, acknowledging the limited awareness among some funders, emphasizing the role of nonprofits in educating them. Through meticulous research and thoughtful grant narratives, nonprofits can advocate for equitable solutions while respectfully challenging funders’ perspectives.
Stephanie advocates for a shift in strategic planning within nonprofits, posing a bottom-up approach that empowers staff with lived experiences. By starting strategic planning discussions with frontline staff, organizations can tap into invaluable insights and foster a culture of agency and innovation.
Throughout this fast-paced episode, Stephanie underscores the complexity of grant writing within often constrained character limits, encouraging nonprofits to incorporate contextual elements such as historical and cultural context, alongside direct community perspectives, to enrich their grant narratives . . . . . . . . .
Nonprofit’s Want To Know (Fundraising to Marketing answers)
Nonprofit fundraising strategies, NPO marketing with branding, Donor relationships, Board governance, and professional development for nonprofits are the question topics on this episode. Cohosts Julia Patrick and Jack Alotto respond with wisdom and some fun, into topics ranging from fundraising strategies to board governance. One key topic discussed was the importance of branding and personalized communication tools in nonprofit development efforts. Jack emphasized the significance of having a distinct brand to differentiate oneself in a competitive landscape, stating, “A brand is what distinguishes you from other nonprofits in your community.” He stresses the role of branded postcards and handwritten notes in strengthening donor relationships, highlighting their ability to keep the organization top of mind. Julia and Jack also address fundraising tactics, including the debate between data-driven pitches and emotional storytelling. Jack points out the importance of understanding donor motivations, whether they lean towards rational data points or emotional connections. Additionally, the discussion touches on board dynamics, with caution against appointing employees as voting members due to potential conflicts of interest. Instead, the hosts advocate more for diverse board representation, including beneficiaries of the organization’s services. The session concludes with Jack sharing details about upcoming CFRE training sessions and an AFP conference in Toronto.
Capital Campaign Magic For Nonprofits
Discover the power of data-driven strategies, efficient donor management, and relationship cultivation for successful nonprofit capital campaigns. Gain practical advice for navigating fundraising challenges and maximizing impact in your nonprofit organization.
Guest expert Kirsten Wantland joins cohosts Julia Patrick and Meredith Terrian to discuss the intricacies of fundraising strategy, data management, and the importance of cultivating relationships for successful capital campaigns. Kirsten, a seasoned professional with years of experience at Bloomerang, offers her insights into the world of nonprofit fundraising and the tools and methodologies used.
Kirsten recounts her journey into fundraising, highlighting her initial fascination with community connections and her discovery of tools like Bloomerang and wealth prospecting, which revolutionized her approach to the field. As she explains, her role involves assisting clients in optimizing their fundraising efforts through efficiency audits and strategic advising.
A key aspect of Kirsten’s expertise lies in the understanding and utilization of data. She details the importance of clean data and its role in informing fundraising strategies, particularly in the context of capital campaigns. By analyzing donor engagement, wealth indicators, and past contributions, organizations can prioritize their outreach efforts effectively.
Throughout the conversation, Kirsten emphasizes the need for fundraisers to move beyond reactionary tactics and adopt a proactive approach to donor cultivation. She stresses the importance of identifying potential donors within existing databases and nurturing those relationships to unlock future fundraising opportunities.
By harnessing the power of tools like Bloomerang and wealth prospecting, organizations can skyrocket their capital campaigns.
Athletes Influence In Philanthropy (The power of sports and nonprofits!)
The transformative intersection of professional sports and philanthropy with Joanne Pasternack, President at Oliver Rose. This high-speed interview starts with Joanne’s personal journey highlighting the power of sports. Her work with athletes and nonprofits challenges the one-size-fits-all view of athlete involvement in philanthropy, advocating for strategic, authentic engagements between athletes and causes. Her efforts with Athletes Voices and emphasis on athlete activism showcases the evolving landscape of sports figures as influencers for nonprofit missions and social change. Watch, as Joanne outlines collaborative partnerships between athletes, nonprofits, and corporate sponsors, stressing the value of alignment and mutual appreciation. Through authenticity, strategic matchmaking, and collaboration, her insights reveal the vast potential of athlete influence on meaningful philanthropic endeavors and social impact.
Navigating Nonprofit Financial Anxiety
The origins of financial fear for nonprofits, how to ask for crucial information tied to impact, and the importance of aligning financial data with the nonprofit’s organizational missions. Featuring guest Jacqueline Tiso, the CEO of JMT Consulting. With an emphasis on innovation and strategic anticipation, this conversation provides actionable insights for nonprofit leaders seeking to navigate financial challenges.
Nonprofit organizations often grapple with financial anxiety. Jackie is recognized for her expertise in nonprofit financial management. She’ll highlight the need to address the roots of financial fear and adopt a proactive approach to financial decision-making. She emphasizes the importance of aligning financial strategies with organizational objectives on impact, urging leaders to embrace innovation.
Jackie amplifies on the critical role of the finance department as a service provider within the organization, noting, “The Finance Office is a service department for the rest of an organization. The customers of that finance department are the program managers, the grant managers, the CEO, board members, funders, everyone… The information has to be understandable for who you’re delivering it to.”
Moreover, Jackie describes the necessity of leveraging technology to streamline financial processes and enhance decision-making. She says, “Our poor organizations, they’re in a rowboat when it comes to technology. When you want to be forward-focused, you can’t do this stuff in Excel… You just can’t make it happen in Excel unless you had one or two people, and that’s all they did all day long.”
By incorporating Jackie’s insights into your operations, it will help cultivate a culture of transparency, efficiency, and strategic planning, ensuring sustainable growth and impactful outcomes for . . . . . . . . .
Hiring Nonprofit Staff On A Tight Budget
The intricacies of nonprofit staffing operating on tight budgets with guest Patrick Gnehm, the CEO and founder of Talent Sync. Patrick speaks to the challenges nonprofits face in hiring staff. With a focus on strategic growth, Patrick outlined the unique approach his firm takes to assist nonprofits in building their talent pipelines effectively.
Patrick begins with pointing to aligning organizational needs with strategic outreach efforts, stating, “When you’re looking at building a nonprofit pipeline, we need to think about defining our needs and strategically reaching out to potential candidates.” He highlights the significance of engaging existing volunteers and promoting from within to foster a culture of growth and development within organizations.
Patrick describes the often-overlooked aspect of succession planning within nonprofits, urging organizations to invest in their employees’ professional development to mitigate the costly repercussions of high turnover rates. He says, “It’s more affordable to invest resources in existing employees to help them grow and mature within the organization rather than constantly replacing departing staff members.”
The fast-paced conversation peeks into the evolving landscape of remote work and its implications for nonprofit staffing with Patrick discussing the merits of both in-person and remote work setups, acknowledging the diverse needs and preferences of nonprofit organizations.
Nonprofit’s Asked! (Exploring Ramadan and Philanthropy)
With Ramadan, we construct the link between this sacred month and philanthropy, shedding light on its significance and impact on nonprofits, with insights into how Muslims observe Ramadan and engage in charitable giving (Zakat), offering a unique perspective on this spiritual practice. Host Julia Patrick welcomes Muhi Khwaja, a trainer from Fundraising Academy and co-founder of the American Muslim Community Foundation.
In a thought-provoking dialogue, Julia and Muhi engage in a deep look into the connection between faith and philanthropy, particularly during the holy month of Ramadan. Muhi explains, “Ramadan is a time of fasting, spiritual reflection, increasing worship, and good deeds.” He emphasizes the diversity of experiences within Ramadan, shaped by cultural influences and family practices.
Addressing the intricacies of charitable giving during Ramadan, Muhi elaborates on the Islamic concept of zakat, highlighting its significance in the faith. He explains, “Muslims like to increase their charitable giving in Ramadan because of the additional blessings involved.” This principle of giving back is deeply ingrained in Islamic teachings, with zakat being one of the five pillars of Islam.
Julia probes further, seeking clarity on the administration and distribution of zakat. Muhi describes that while in Muslim-majority countries, there may be government programs, individuals in the United States calculate and distribute zakat independently. He emphasizes the importance of adhering to the eight categories outlined in the Quran, ensuring that charitable contributions reach those in need.
Transitioning to practical considerations, Julian asks about the timing and frequency of charitable giving during Ramadan. Khwaja details various approaches, from weekly contributions to leveraging technology for daily transactions, especially during the holier . . . . . . . . .