Next in Nonprofits

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.

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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.

Nonprofit outreach and HIPAA with Spencer Brooks

Spencer Brooks is the Founder and Principal of Brooks Digital, which "believe(s) in your mission and know(s) you have the tools and information to help your constituents, you just don’t know how to orchestrate it all together to boost traffic, engagement, memberships, and subscribers."

Health Insurance Portability and Accountability Act (HIPAA) regulations exist to protect health-care consumers, and charities want to stay on the right side of those rules while asking their clients and supporters to stay connected with them outside any direct service relationship. Spencer talks with host Steve Boland about how to ask for permission to share marketing information, three levels of HIPAA-compliant marketing for nonprofits, and even going back to build a relationship with past clients if permission wasn't originally requested. Check out the links provided by Brooks Digital for more information.

Facebook fundraising with Mark Cross

Mark Cross is the Sales Director at GoodUnited, which is "is the worldwide leader in 1:1 conversational messaging between nonprofits and their donors."

Mark joins host Steve Boland to talk about the "why" of using Facebook for fundraising, including the fact it is going to happen with or without your nonprofits engagement. Mark also gets into the "how" of using Facebook tools, including a blog post from GoodUnited with information about how to get approved with Facebook to get more information about Facebook fundraising. Despite acknowledged concerns about Facebook as a platform (see the StopHateForProfit campaign for example), many potential supporters will use this space and charities can benefit from being intentional about engagement and strategy.