Nonprofit’s Questions!
Certified Fundraising Executive designation value, managing donor meetings, age limits on nonprofit board members and missing fundraising goals are topics in this episode. Jarrett Ransom is joined by Muhi Khwaja, MPA, CFRM, and trainer at Fundraising Academy. They offer thoughtful, practical, and empathetic advice to nonprofit professionals facing challenging situations.
They jump right in to the first question from a viewer in Nevada, who asks about the value of earning a CFRE designation. Muhi shares his personal experience and emphasizes the importance of the certification for fundraisers, highlighting its credibility and professional benefits.
Next, they discuss the challenge of managing donor meetings when donors are not located in the same community. Muhi draws from his experience at the American Red Cross and offers strategies for effectively planning donor meetings during travel, both in-person and virtually. Jarrett adds insights about maximizing the opportunities during travel to build relationships.
The discussion then moves to a more complex topic brought up by a viewer, regarding adding an age limit for board members. Muhi and Jarrett both share their thoughts on the matter, expressing reservations about implementing such limits and suggesting alternative approaches to board composition and effectiveness.
Lastly, they tackle a sensitive question from an anonymous individual who suspects they might be terminated due to their nonprofit not meeting fundraising goals. Muhi advises focusing on personal growth and ethics and suggests considering other opportunities if necessary. Jarrett recommends keeping a success journal to document achievements and maintaining a positive perspective.
Throughout the lively back and forth, their enthusiasm for helping the nonprofit sector shines through, making this episode . . . . . . . . .
Nonprofit’s Embracing Tech To Get Work Done!
Insights into how nonprofits can harness technology and automation to work more efficiently. From Your Part-Time Controller (YPTC.com), Christine Chacko describes a mindset shift towards automation and practical tips for implementation that will give you actionable strategies to improve your nonprofit’s operations and save time. As Christine aptly puts it, “The more detail they have, the less easy it is for them to engage. Make it as easy as possible for them to engage with what you need them to.”
Christine begins by emphasizing the importance of adopting a mindset that prioritizes automation and efficiency in daily operating tasks at the nonprofit. She explains how even small automation steps can significantly save time, allowing charities and NPO’s to focus more on people-centered work.
One key takeaway from the discussion is the idea that automation doesn’t necessarily require massive investments in new systems. Christine lists simple but effective tools like QuickBooks’ spreadsheet sync feature and Bill.com for payments, illustrating how these can streamline financial processes and save hours of manual work.
The conversation also addresses the importance of integrating technology for better communication within nonprofit teams, discussing project management software like Asana, Trello, and Microsoft Planner, which can help teams stay organized and collaborate efficiently, especially in a distributed workforce.
The co-hosts and Christine speak to the challenges of introducing technology to teams that may not be tech-savvy. Christine amplifies on the importance of starting small, providing training, and creating a low-pressure environment for adoption. Having a designated champion within the organization can also be instrumental in driving tech adoption.
Another important topic is the focus on board meetings . . . . . . . . .
Parental Leave Coverage at Nonprofits!
The importance of parental leave coverage for nonprofit staff and talent, with a focus on how this can impact employee burnout and turnover, with the founder of BalancedGood.com. She highlights the importance of creating policies that serve both employees and the charity and nonprofit organizations, fostering a healthier and more inclusive work environment for everyone.
Lacey Kempinski highlights the challenges faced by working parents in the nonprofit sector and the need for better support during the critical phase of parental leave and begins with a telling statement, “When we talk about working parents and working moms specifically, we can’t ignore the fact that there are millions of women in the nonprofit sector who are working moms. Unsupported parental leave is a factor in the turnover problem.”
The conversation also digs into the broader issue of how organizations can support working parents and create a more inclusive and flexible work environment. Lacey emphasizes the importance of autonomy, reduced working hours, and comprehensive benefits for all the nonprofit’s employees, not just parents.
The cohosts raise thought-provoking questions about how organizations can navigate the challenges of implementing parental leave policies and how to ensure that these policies benefit all team members, regardless of their parental status.
Funding Mental Health!
A thought-provoking discussion focusing on the mission of the Hope Mental Health Foundation, which aims to bridge the gap in therapy costs, address mental health issues in society, and provide mental health support to those who cannot afford it.
The conversation begins with a chat about the impact of COVID-19 on mental health and the challenges faced by individuals seeking therapy. Jennifer Hilderbrand, CEO, shares her personal journey of overcoming trauma through therapy, highlighting how it saved her life and inspired her to become a part of the foundation, emphasizing the importance of authenticity and open conversations about mental health.
The foundation’s unique origin story is discussed, emphasizing that it was founded by therapists who recognized the gap in affordable mental health services. Jennifer joined the board and worked on fundraising efforts to help the foundation fulfill its mission.
Show host Julia Patrick, and Jennifer, touch on the emotional connection donors have with the cause, as many are motivated by personal experiences or witnessing the struggles of loved ones, and they discuss the financial barriers to therapy and the foundation’s role in sponsoring therapy sessions for those in need.
Jennifer expresses her dream for the future, hoping that every person who seeks help will receive it. She describes the foundation’s five-year goals, which include establishing stability, expanding sponsorships, and helping individuals heal and thrive.
Nonprofit’s Are Asking!
Answers to nonprofit’s questions about; Fundraiser’s confidence, bonuses for fundraising staff, nonprofit branding and marketing, nonprofit career decisions. Jarrett Ransom and LaShonda Williams discuss the questions received related to fundraising and nonprofit work.
The first question came from an anonymous listener in Boston who was dealing with self-doubt after a colleague suggested they could have secured a higher donation from a specific donor. LaShonda’s response was compassionate and wise. She emphasized the importance of collaboration and not taking it personally, turning it into an opportunity for growth and learning.
Jarrett adds her perspective, suggesting open communication with the colleague whose comment hurt the listener’s feelings, pointing out the value of discussing and resolving such situations to maintain a healthy work environment.
Next, a question from Ben in New York addressed the topic of rewarding the development team with bonuses in the nonprofit sector. LaShonda provides a special response, highlighting alternatives to financial bonuses, such as additional remote days, priority in choosing vacation days, or leveraging partnerships for complimentary tickets to events, and the possibility of merit pay tied to performance evaluations.
The third question came from a board member dealing with a proposed logo change, which they considered a waste of money. LaShonda advised focusing the conversation on the organization’s mission, goals, and priorities. She makes a recommendation to engage constituents through focus groups to gather feedback on the logo change before making a decision. Jarrett echos the potential costs and complexities involved in rebranding and suggested forming a task force to thoroughly evaluate the situation.
The final question was from Samuel in Denver, Co, who inquired about the . . . . . . . . .
Automation And Productivity For Nonprofits In 2024!
The latest 2024 insights about automation and its role in enhancing productivity at nonprofits and charities with Margie Worrell, Curriculum Manager at Bloomerang.com.
Margie begins with the notion that automation is not exclusive to mid to large-sized nonprofits and productivity tools can benefit nonprofits of all sizes. Margie notes, “This is something everyone needs. Basically, if you still have work to do at the end of the day, it’s for you.”
She highlights the diverse forms of automation, from leveraging volunteers and interns to using cost-effective technologies. Margie shares an example from her experience where interns and retirees were employed to perform tasks, demonstrating that automation doesn’t always involve advanced technology.
The conversation dives into the cost and time investment required for effective automation. Margie urges organizations to consider both the financial cost and the time spent in learning and implementing automation tools.
The co-hosts and Margie discussed specific automation features within Bloomerang platform, such as automated reports and task tracking, which help nonprofits streamline their operations and reduce manual effort.
Throughout the discussion, Margie reiterates the significance of finding the right CRM system that aligns with an organization’s automation needs, advising NPO’s to evaluate CRM options based on their automation capabilities and integration possibilities.
Margie concludes by defining success in automation as a reduction in the time spent in the database while still gaining substantial value from it, stressing the importance of automation tools freeing up staff to focus on mission-critical work and encouraging nonprofits to seek ongoing education and peer support.
Venmo And Your Nonprofit!
Focusing on Venmo, Daniel Grunstein, the CEO at Crowded, a platform that specializes in helping nonprofits manage their finances and simplify complex financial processes for volunteers and small NPO’s, joins the cohosts to discuss the use of digital payment systems within the nonprofit sector.
The conversation digs deep into the challenges and risks associated with using Venmo for nonprofit activities. Daniel emphasizes that while Venmo is designed for casual peer-to-peer payments, it is increasingly being used by nonprofits, which can lead to compliance issues, operational headaches, and donor data tracking challenges. Daniel offers “Nonprofit treasuries have to deal with a wide array of financial processes for what is typically a volunteer position. They often spend money on administration and consulting, which could be streamlined into a user-friendly digital experience to benefit grassroots nonprofits.”
One significant risk discussed is the lack of integration and centralization of donor data, making it difficult for nonprofits to maintain compliance and track donations effectively. Daniel suggests that smaller nonprofits should consider end-to-end solutions like Crowded to streamline their financial operations.
The lively chat also touches on how younger demographics are more inclined to use Venmo for fundraising efforts and that it’s prevalent in ad hoc fundraising environments such as bake sales or raffle sales.
Watch and learn the importance of proper financial management tools for nonprofits, especially as they navigate the complexities of digital payment systems like Venmo, and the need to centralize and track donor data for compliance and efficiency.
What Media Sponsors Want From Nonprofits!
The value and process of media sponsorships for your nonprofit or charity. Julia Patrick, the CEO of the American Nonprofit Academy, takes us through the intricacies of what media sponsors truly desire and the potential they hold for nonprofits to both raise funds and garner support of their mission.
“Connectivity is key,” Julia begins, as she elaborates on the importance of connecting with media outlets, those gateways to vast audiences. Whether it’s through TV, radio, digital media, or even sports franchises like the NBA or MLB, these media titans wield the power to connect you with their audience like never before.
Julia’s recounts a hilarious incident involving her own daughter being approached by an event chair to be their media partner – an unforgettable tale of mishaps in the world of media partnerships!
Host Jarrett Ransom shares in expressing how media partnerships could be a game-changer for nonprofits, focusing questions on when is the best time to approach a media partners.
The conversation shifts to data, and Julia shares how nonprofits need to paint a clear picture of their donor base, showcasing their interests, demographics, and economic impact. Media partners want this valuable data to ensure a perfect alignment of values and mission.
But the curveball of the day comes when Jarrett asks about social media influencers. Julia’s response is a cautious one – pointing out the flaws that may be hiding from the opportunity. . . . . . it might not be the right fit.
Working With Faith And Philanthropy!
A foundation’s unique approach to faith-based philanthropy, with the Co-founder of the American Muslim Community Foundation (AMCF), shedding light on their mission to provide an inclusive and accessible platform for philanthropy within the American Muslim community.
The conversation highlights AMCF’s journey and its role in providing a platform for Muslims to engage in philanthropic activities.
Muhi Khwaja shares the origin of AMCF, tracing it back to his experience working in philanthropy and development, where he was inspired to create a community foundation for the American Muslim community. He mentions his previous roles and the diverse network he built within the Muslim community, which eventually led to the establishment of AMCF.
One key aspect of the discussion is the concept of donor-advised funds (DAFs). Muhi explains that AMCF allows individuals to start DAFs with a minimum recommended amount of $2,500, making philanthropy accessible to a broader audience. He emphasizes the flexibility and tax benefits associated with DAFs, making them a popular choice for charitable giving.
The interview digs into the demographics of AMCF’s donors, revealing a median age of around 52-55, and Muhi addresses the diversity within the American Muslim community and how AMCF aims to represent and support this diverse population.
The conversation touches on the importance of planned giving and estate planning within the Muslim community, as well as AMCF’s role in facilitating these discussions. Muhi mentions collaborative funds and giving circles as part of AMCF’s proactive approach in responding to various causes, such as disaster relief and advocacy efforts.
The cohosts and Muhi take a minute to mention the success of their recent 2023 Muslim Philanthropy . . . . . . . . .
Nonprofit’s Asked!
Nonprofit questions answered: Nonprofit mission moments, double duty nonprofit board service, elderly board members, nonprofit ceo job reviews, with Tony Beall, the Senior Director for the Center of Development and Advancement at National University. The discussion revolves around key topics related to nonprofit management and leadership, emphasizing the importance of creativity, collaboration, and empathy in nonprofit leadership.
The practice of starting staff meetings with a “mission moment.” Julia and Tony both agree on the importance of these moments, as they serve to center and refocus the team on their organization’s mission. However, finding efficient ways to incorporate mission moments can be challenging. Tony suggests creative alternatives, such as regional mission moments or using digital platforms like Slido to capture the essence of mission moments and highlight them during all-hands meetings.
A professional who is considering serving on the board of another nonprofit organization that works in a similar field. The concern is whether this would be a conflict of interest. Tony emphasizes the value of collaboration and suggests exploring ways for the two organizations to work together rather than viewing it as a conflict of interest. Joint projects, tours, and sharing knowledge can foster cooperation and mutual benefit.
The issue of an elderly board member who is struggling with digital tools and technology. The dilemma is whether to ask the board member to step down and find a more tech-savvy replacement. Tony stresses the importance of inclusion and diversity within the board and advises against removing board members solely based on their digital comfort zone. He suggests providing support and education to help the . . . . . . . . .
Managing Responsibilities and Self-Care At Nonprofits!
This new 2024 interview highlights the growing awareness of mental wellness issues in the nonprofit sector and the need for proactive self-care and community support to sustain the vital work carried out by nonprofit professionals. Host Julia Patrick discusses the importance of mental wellness for individuals serving in nonprofit organizations with featured guest Jarrett Ransom, CEO of The Rayvan Group as she offers insights and practical suggestions for a roadmap for individuals seeking a healthier work-life blend in the nonprofit world.
Jarrett begins with the significance of strategic self-care practices, comparing it to the oxygen mask principle on an airplane – you must take care of yourself before helping others. She uses the analogy of a marathon, where occasionally slowing down is necessary to maintain a sustainable pace. Together, they discuss the trend of loneliness in today’s distributed workforce and the need for intimate communities.
Julia and Jarrett also explore the concept of retreat and reflection. Jarrett advises weaving self-care practices into everyday life and the conversation touches on coaching circles for growth, emphasizing the value of building communities where individuals can support, challenge, and nurture each other. They both stress the importance of these circles as a way to combat loneliness and promote mental wellness.
Connecting With Leaders! (Master Class For Nonprofits)
In this Master Class discussion about leadership networking at nonprofits, Julia Patrick, the CEO of the American Nonprofit Academy, emphasizes the importance of connecting with leadership, encouraging nonprofits to look beyond their own organizations and collaborate with a broader network of leaders to maximize their impact and influence in their communities. By sharing stories, building connections, and fostering a sense of community support, nonprofits can achieve greater success in their missions.
The conversation starts with the realization that many nonprofit leaders don’t know each other well enough, despite being part of the same community. Even though leaders are often well-known in the public eye, there are significant gaps in their knowledge about each other’s organizations and activities.
The discussion emphasizes the need for nonprofit leaders to actively connect and share their stories with one another, especially in a post-pandemic world where in-person networking opportunities have diminished. They discuss the significance of creating a leadership list that includes a wide range of leaders, including those from different sectors like education, faith, government, media, and boards of directors. The purpose of this list is to foster collaboration, share knowledge, and identify opportunities for joint ventures, partnerships, or support.
Julia recommends using a basic spreadsheet to manage the leadership list, including names, affiliations, and email addresses. The communication should be concise, focusing on impact and achievements rather than solely on fundraising. Calls to action, such as inviting leaders for tours or roundtable discussions, can help strengthen connections.
The conversation also highlights the importance of reaching out to faith leaders and those in the education sector, including school leaders and . . . . . . . . .