Next in Nonprofits

Personalization and automation with Tim Kachuriak

Tim Kachuriak is the CEO and Founder of NextAfter, which "combines the perpetual learning of a fundraising research lab, the practical application of a digital-first agency, and the rigorous instruction of a training institute."

Tim joins host Steve Boland to talk about how "people give to people" and the tools and tactics nonprofits can use to maximize the personal connection to donors while using some levels of automation to keep the process fast and affordable.

Tim talks about the experiments run by NextAfter, what they have learned from this data, and how they help implement what they've learned and tested. A little personalization and the right tools can go a long way in earning trust with donors.

Download the Fundraiser's Creed Tim mentions in the episode.

Racial Equity Journey with Nneka Allen and Chris Conroy

Nneka Allen is the principal and founder of The Empathy Agency, which "offer(s) a better understanding of dominant cultures' impact on organizational culture because we are all responsible for the environments we create." Chris Conroy is a partner at The Wellspring Group, "a complete Human Resources and training consultancy helping healthcare providers, educational institutions, and social impact/nonprofit organizations build more inclusive, higher performing teams."

Nneka and Chris join host Steve Boland to talk about their joint work in equity in the nonprofit sector, including their curriculum, Racial Equity Journey. They talk about defining equity in work (and talk about diversity and inclusion as terms), addressing cultures of whiteness in charities, engaging people for change and much more. Acknowledging the problems aloud can be a first step, but nonprofits often don't move forward in breaking down systemic barriers which they may not even understand without assistance.

Cash, debt, and management with Stephen King

Stephen King is Founder and CEO of GrowthForce, whose mission is " is to become a trusted partner leaders can rely on to provide actionable financial insights needed for making data-driven decisions."

Stephen joins host Steve Boland to talk about this moment in time of changed community expectations in a pandemic, new debt tools not previously available (including the Economic Injury Disaster Loan from the SBA with a 30 year repayment), and more.

Stephen talks about the use of debt, ensuring there is a sensible plan for recovery rather than just postponing difficult decisions for changes that are not going to go back to the way things were. Stephen discusses the "Amazonification" of expectations from donors and clients in the post-pandemic world, keeping your forecasting within reasonable range and much more

Management changes after COVID with Jennifer Katrulya

Jennifer Katrulya is a partner at Citrin Cooperman, "a top-25 nationally recognized full-service assurance, tax, and advisory firm with offices conveniently located throughout the United States." Jennifer works with nonprofits and other companies in all stages of development, and joins host Steve Boland to talk about the long-term changes charities may see from the COVID crisis.

Jennifer discusses changes in work places, the potential longer-term needs in real-estate and remote locations, impacts on service delivery in charities and much more.

Fundraising Innovation with Joe Burnett and Ken Burnette

Joe Burnett is the contributing editor, and Ken Burnett is a trustee, of Showcase of Fundraising Innovation and Inspiration (SOFII). SOFII "aims to be the most comprehensive, best organised, and most inspiring collection of fundraising related content from around the world." The site hosts case studies of fundraising from around the world and throughout recorded history.

SOFII hosts the "I Wish I’d Thought of That (IWITOT): The Americas" event on January 26, 2021, and a series of IWITOT events in the past. The showcase features great ideas in fundraising, presented by peers who did not create/participate in the case study. Joe and Ken join host Steve Boland to discuss what is "innovation" in a field that has case studies that are thousands of years old, adapting ideas to fit current times and needs, and much more.

Listen now by clicking the player above, download the file for later here, or subscribe to the podcast on your phone for automatic updates. Get more details on how to subscribe on our podcast page.

Easy Board with Nate Nordstrom

Nate Nordstrom is the Founder and CEO of Easy Board, "The easy way to organize board meetings, documents, and people." The tool is designed to help boards of directors share information with the least amount of barriers to use.

Nate joins host Steve Boland to talk about the ongoing challenge of coordinating information for boards, some of the decisions for Easy Board in their tools, the decision to launch a new product targeted for this use specifically, and much more.

Black Funding Denied with Janay Richmond and Ryan Schlegel

Janay Richmond is the Director of Marketing and Membership for the National Committee for Responsive Philanthropy (NCRP), and Ryan Schlegel is the Director of Research for NCRP. The NCRP "promotes philanthropy that serves the public good, is responsive to people and communities with the least wealth and opportunity, and is held accountable to the highest standards of integrity and openness."

Janay and Ryan are among the co-authors of the report Black Funding Denied, which analyzes pubic data about community foundation giving specifically directed to Black communities. The report uses data from Candid to demonstrate an "ever-persistent resource gap" in funds designated for Black communities. Janay and Ryan discuss the origins of the report, transparency in philanthropic reporting, and much more. Additional information is available from other partners, including The Association of Black Foundation Executives (ABFE), Pocket Change, and more.

Donor records and accounting with Courtney DeRonde

Courtney DeRonde is Managing Partner at TDT CPAs and Advisors, which outsourced accounting services at varying levels for businesses, including nonprofit organizations. Part of how TDT works with clients is in decision-making on what accounting systems do versus what information should be left in other data-management systems.

Host Steve Boland talks with Courtney about integrating accounting software like Quickbooks with outside systems (specifically donor relationship management software), using that information to monitor cash flow or forward projections, accounting for pledges in accounting software, and much more! Courtney has a free e-Book to help think through these issues.

Sponsorship revenue with Ken Ungar

Ken Ungar is the president and founder of CHARGE, whose "mission is to help clients unlock the power of sponsorship to enhance their brands and grow their business."

The world of sponsorship had often been associated with events in the past, but in a world of limited numbers of people doing in-person gatherings, that opportunity is changing. Ken talks about having a sponsorship policy (learn what questions to ask in that policy with this template), to conduct a readiness assessment (available on the CHARGE website), and to really consider the value proposition of giving a partner access to your nonprofit audience. Ken has a book on this topic, and shares his thoughts on corporate participation as sponsors, how this works with charitable gifts from the same organization or related groups, and much more.

Fundraising software guide with Amadie Hart

Amadie Hart is the lead researcher of the recently updated "A Consumers Guide to Low-Cost Fundraising Software published by Tech Impact, which helps charities consider "...systems that facilitate work from any geographic location, that allow them to collect donations online, and that allow them to communicate directly with their donors."

Amadie joins host Steve Boland to discuss how the team decided which systems to review (for example, these systems are all cloud-based now), how use cases would be defined, information about pricing and so much more.