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TitreDateDurée
Prostate Cancer, Prevention & Breaking Taboos with Laurent Proulx24 Nov 202500:39:28

In this episode of Agents of Nonprofit, I speak with Laurent Proulx, CEO of PROCURE, about the urgent need for proactive prostate cancer awareness, screening, and open conversation. With honesty and clarity, Laurent reinforces that early detection saves lives—and that vulnerability, not silence, is the real strength.

Topics We Cover:

  • Why family history (including mother’s breast cancer) and ethnicity significantly increase prostate cancer risk
  • How Laurent’s own diagnosis was discovered through an unexpected insurance medical exam
  • Inside Procure’s $10M biobank and its exclusive research advantages in Quebec
  • How data from 2,000 men is helping researchers understand which cancers become aggressive
  • The role of AI in shaping the future of patient education and prostate cancer support

To Learn More and Connect with Laurent:

PROCURE.ca

PROCURE on Instagram

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Redefining Data and Leadership in the Nonprofit World with Stephen Minix10 Nov 202500:54:02

In this episode of Agents of Nonprofit, I welcome Stephen Minix who shares how a personal setback led to his philosophy of perpetual positivity and a mission to transform how nonprofits use data. Stephen explores the power of aligning “head and heart” — blending measurable impact with human stories — and challenges the sector to move beyond using data for validation toward using it for growth and learning. 

Topics We Cover:

  • Why “perpetual positivity” is more than optimism — it’s a strategic leadership mindset
  • How nonprofits can balance head and heart — using data and storytelling together
  • The DCAL framework for turning data into insight: Define, Collect, Analyze, Leverage
  • Why funders must shift from rewarding validation to supporting honest learning
  • The pitfalls of short-term funding cycles and how they distort long-term impact
  • How AI can act as a “nudge” tool to streamline nonprofit operations and free up creative time

To Learn More and Connect with Stephen:

Email Stephen

Stephen Minix on LinkedIn

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Financial Clarity for Mission Impact with Courtney De Ronde08 Sep 202500:41:34

In this episode of Agents of Nonprofit, I sit down with Courtney De Ronde, co-founder of Forge, to explore the critical role of financial clarity in nonprofit success. She breaks down the three key financial functions every nonprofit needs, explains how restricted funds can create confusion, and offers practical advice for organizations looking to strengthen their financial foundations.

Topics We Cover:

  • Courtney’s journey into nonprofit auditing and why she built a specialized practice
  • The unique challenges of nonprofit finances, including volunteer boards and diverse business models
  • How Forge supports nonprofits through audits, virtual CFO/controller services, and management consulting
  • The three critical financial functions: bookkeeping, controllers, and CFOs—plus why fractional access works
  • Why audits are more than compliance—they’re tools for accountability and credibility
  • The importance of reconciled records, proper documentation, and clear internal controls
  • Understanding restricted gifts and their impact on organizational flexibility
  • Practical steps smaller nonprofits can take to build strong financial foundations

To Learn More and Connect with Courtney:
ForgeAhead.com 
Courtney De Ronde on LinkedIn

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Building Your Dream Team: Crafting a Strategic Board for Nonprofits with Sabrina Walker Hernandez04 Dec 202300:46:22

In this episode of Agents of Nonprofit we sit down with the insightful Sabrina Walker Hernandez to delve into the art of building and growing a dynamic board of directors for nonprofits. From superhero origin stories to the nitty-gritty of strategic decision-making, this episode is a treasure trove of advice for those navigating the complexities of the nonprofit sector.

Topics We Cover:

  • Sabrina's unique journey from a church upbringing to becoming a key player in the nonprofit sector
  • The crucial roles of a board: trusteeship, oversight, and ensuring necessary resources
  • Insights into the art of strategic decision-making and the pitfalls of micromanagement
  • Uncover the essential steps in starting and strategically growing a board
  • The significance of assembling a diverse and skilled dream team to achieve nonprofit goals
  • Identifying expertise gaps within the board
  • Practical advice on finding potential board members through community involvement
  • Recommended expertise areas for effective board members, including marketing, finance, and legal knowledge
  • How a board with diverse skill sets can contribute to the overall success of a nonprofit organization


To Learn Moree and Connect with Sabrina Walker Hernandez:
SupportingWorldHope.com

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Navigating Corporate Sponsorships with Lori Zoss Kraska27 Nov 202300:38:11

We're joined in this episode by Lori Zoss Kraska, a seasoned expert in corporate sponsorships for nonprofits. Lori shares her journey from PBS and NPR to diverse nonprofits, offering valuable insights into the world of corporate partnerships. From effective outreach strategies to understanding corporate giving trends, this episode is a must-listen for anyone in the nonprofit industry.

Topics We Cover:

  • Distinguishing between corporate sponsorships, major gifts, and general fundraising, shedding light on the multifaceted nature of corporate support for nonprofits
  • Aligning nonprofit goals with corporate values, with a focus on well-defined initiatives 
  • The strategic communication techniques, combining brevity and gratitude in initial messages to capture corporate interest effectively
  • Stages of corporate partnerships, from introductory outreach and get-to-know-you meetings to the careful timing of proposal presentations
  • Waiting after making sponsorship requests, understanding corporate timelines, and employing strategic follow-up techniques to maintain engagement
  • Tech Tools in Sponsorship Efforts
  • Future Trends in Corporate Philanthropy


To Learn More and Connect with Lori:
Lori on LinkedIn
Growth Owl Website

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Crafting Authentic Narratives with Chris Miano20 Nov 202300:42:46

In this episode, we sit down with Chris Miano, the brains behind MemoryFox, in an engaging episode exploring the art of authentic storytelling for nonprofits. From the challenges in content collection to ethical considerations and the future integration of AI, this conversation is a goldmine for anyone in the nonprofit industry aiming to elevate their narrative game.

Topics We Cover:

  • Chris Miano's journey from an Italian storytelling household to military service, highlighting the transformative power of narratives across diverse backgrounds
  • How MemoryFox evolved from capturing life stories of the elderly to becoming a tool for nonprofits, focusing on collecting impactful stories for fundraising
  • The concept of ethical storytelling, understanding the importance of respecting storytellers' preferences and maintaining authenticity
  • The impact of user-generated content
  • Envisioning the integration of AI in streamlining content planning, tagging, and even automated video creation, empowering nonprofits to compete on a larger scale


To Learn More and Connect with Chris:
Amusing Ourselves to Death Book
'When Giant Companies Say We Care' Ryan George Video
MemoryFox Website
MemoryFox on LinkedIn
E-Mail Chris

Support the show

Navigating Nonprofit CRM with James Goalder13 Nov 202300:39:36

In this episode of *Agents of Nonprofit*, your host Alexander Lapa sits down with James Goalder from Bloomerang. As they embark on a conversation about nonprofit CRM systems, they uncover the unique qualities of Bloomerang, a valuable alternative to Salesforce. James shares his captivating journey from photographer to nonprofit work, leading to his role at Bloomerang. Explore the wealth of resources and information Bloomerang offers to the nonprofit community, and learn how it's changing the game in the sector. Whether you're new to CRM or a seasoned pro, this episode provides valuable insights and a fresh perspective on nonprofit software.

Topics We Cover:

  • Why Bloomerang is a compelling alternative to Salesforce CRM for nonprofits with unique needs
  • James's transition from a photographer to his role in the nonprofit sector and how he arrived at Bloomerang
  • Bloomerang's emphasis on user experience, ease of use, and incorporating fundraising best practices into the system
  • How features like thank-you phone calls to first-time donors contribute to a positive donor experience  
  • Bloomerang's flexible evaluation process tailored to individual organizational needs and evaluation styles.
  • The wealth of guides, reports, and research on nonprofit best practices provided by Bloomerang and their commitment to sharing knowledge with the nonprofit community
  • Expanding integrations and partnerships to better serve nonprofits


To Learn More and Connect with James:
James on LinkedIn
Bloomerang Website
Bloomerang on LinkedIn

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The Art of Asking for More with Julie Ordoñez06 Nov 202300:50:32

In this episode of "Agents of Nonprofit," we have a dynamic conversation with fundraising expert Julie Ordoñez. Julie shares her captivating journey into the world of nonprofit fundraising and offers valuable insights into the art of asking for more in the nonprofit sector. From building meaningful donor relationships to the strategic use of technology, this episode delves into the challenges and triumphs of major gift fundraising.

Topics We Cover:

  • Julie's remarkable entry into nonprofit fundraising and how a friend recognized her potential in the field
  • The Power of Clarity in Fundraising
  • Exploring the significance of personal interactions with donors, whether in person or virtually
  • Courage Lab: Julie's program to help fundraisers build confidence and gradually ask for larger donations
  • The need for fundraisers to be direct and ask for larger gifts, even from donors capable of giving more
  •  Focusing on donors who are passionate about the cause and generous, rather than just their wealth
  •  Insights into using CRM systems, mail tracking, and wealth engines for prospect research, and the importance of leveraging technology as a tool, not a crutch


To Learn More and Connect with Julie:
Julie's Website
Courage Lab
Julie Ordoñez on LinkedIn

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The Evolving World of Volunteering with Cyndi Meuchel30 Oct 202300:41:04

In this episode of "Agents of Nonprofit," with guest Cyndi Meuchel, we explore the changing landscape of volunteering. We discuss Cyndi's journey from childhood volunteerism to co-creating software for nonprofits, the decline in volunteerism, the impact of technology, and the concept of micro-volunteering. The conversation highlights the importance of adapting to new generations' preferences while emphasizing the inherent benefits of giving back to society.

Topics We Cover:

  • Cyndi's lifelong commitment to volunteering
  • Co-creating Money Minder, a software solution for nonprofits
  • The concerning trend of declining volunteerism in the United States, including the factors contributing to this shift
  • How technology has reshaped volunteerism, both by bringing people together and creating potential barriers, especially for younger generations
  • Micro-volunteering: where individuals contribute in smaller, specific ways, aligning with modern lifestyles and preferences
  • Helping younger generations appreciate the value of volunteerism and its impact on society and personal fulfillment
  • The need to adapt to changing expectations and the role of technology in nonprofit organizations, while maintaining a balance between traditional and innovative approaches to volunteering

To Learn More and Connect with Cyndi:
MoneyMinder Website
Contact MoneyMinder Team
Cyndi Meuchel on LinkedIn

Support the show

The Art of Nonprofit Storytelling Using Video with Matthew Reynolds23 Oct 202300:42:48

In this episode of "Agents of Nonprofit," we speak with guest Matthew Reynolds, a seasoned professional in video production for nonprofits. Matthew shares his wealth of knowledge and expertise, discussing the intricacies of creating impactful videos for nonprofit organizations. From the art of storytelling to the practical aspects of production, this masterclass in nonprofit video production offers valuable insights for professionals in the nonprofit industry.

Topics We Cover:

  • The importance of collaboration between nonprofit organizations and video production teams to align the video with the organization's mission
  • A step-by-step process of creating a compelling video, from defining project goals to post-production editing
  • Capturing the essence of an organization's work, including A-roll (interviews) and B-roll footage
  • Understanding the critical role of video editing in crafting a compelling narrative, and discover how organizations collaborate to refine the final product
  • The potential for geographic expansion in nonprofit video production, facilitated by advancements in portable equipment and virtual filming
  • Emotional storytelling in informational videos and how it resonates with viewers
  • Using AI in generating ideas, automating tasks, and handling translations in video production, and its potential to make the process more efficient

To Learn More and Connect with Matthew:
Rustic Roots Website
Matthew Reynolds on LinkedIn

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Blockchain and Cryptocurrency in Philanthropy with Drew Simon16 Oct 202300:44:33

In this episode of "Agents of Nonprofit," host Alexander Lapa dives into the world of blockchain and cryptocurrency with guest Drew Simon, a nonprofit expert turned crypto enthusiast. They explore how these technologies are reshaping the nonprofit sector, from facilitating donations to ensuring transparency in charitable activities.

Topics We Cover:

  • How Non-Fungible Tokens (NFTs) are breaking free from the art world and being used to represent physical assets for charitable purposes
  • How Decentralized Autonomous Organizations (DAOs) can help nonprofits organize communities, make collective decisions, and ensure transparency in their actions
  • Ensuring the immutability of nonprofit activities, attracting donors who value transparency
  • Engaging younger generations in the nonprofit sector through cryptocurrency and blockchain, with potential for larger donations and associated tax benefits
  • Accessing educational resources to navigate this new frontier
  • The potential of blockchain and cryptocurrency technology and the importance of highlighting its constructive use cases in rebuilding trust
  • The Future of Giving

To Learn More and Connect with Drew Simon:
E-mail Drew
Drew Simon on LinkedIn
CryptoAltruism.org

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Automating Handwritten Notes for Nonprofits with David Wachs09 Oct 202300:36:36

In this episode of "Agents of Nonprofit," host Alexander Lapa interviews David Wachs, the CEO and founder of Handwrytten, a company specializing in automated handwritten note services. They discuss the significance of donor appreciation and how Handwritten's innovative technology is transforming the nonprofit sector.

Topics We Cover:

  • What Handwrytten does
  • The vital role of expressing gratitude to donors and how it impacts donor retention
  • How notes are personal, less intrusive, and drive interaction and donations effectively
  • The story behind Handwrytten's inception
  • A deep dive into the patented technology used by Handwrytten
  • The ability to replicate individuals' signatures, adding a personal touch to each note and enhancing authenticity
  • Handwrytten's support for multiple languages, including English, Spanish, French, Greek, and Cyrillic characters. Challenges associated with replicating Asian character sets are also addressed

To learn more and connect with David:
Handwrytten Website
Handwrytten on LinkedIn
Handwrytten on Instagram

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Revolutionizing Nonprofit Payments with Nichole Montoya02 Oct 202300:46:39

In this episode of Agents of Nonprofit, we get into the captivating journey of Nichole Montoya, the founder of Cheddar Up, a game-changing tool for nonprofit payment solutions. Nichole's inspiring story takes us from her corporate consulting background to the challenges and triumphs that led to the creation of Cheddar Up. Listen in as she shares her insights on entrepreneurship, the importance of balance, and the evolution of Cheddar Up as a versatile payment and form collection platform.

Topics We Cover:

  • Nichole's realization of the inefficiencies in traditional payment methods
  • Understanding the need for user-friendly group payment tools despite not being a technical expert
  • Navigating the complexities of starting a company while raising young daughters, managing mommy guilt, and the importance of a support system
  • Encouraging words for aspiring entrepreneurs, emphasizing the value of starting and learning along the way
  • How the company got its unique name
  •  Cheddar Up's mission to simplify payments and forms for groups and nonprofits

To Learn More and Connect with Nichole:
CheddarUp.com
Cheddar Up on Instagram
Cheddar Up on Facebook

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Retaining Donors and Thriving in the Year-End Rush with Jena Lynch01 Sep 202500:43:58

In this episode of Agents of Nonprofit, host Alexander Lapa welcomes Jena Lynch from Donorbox to share her insights on how nonprofits can prepare for the busiest fundraising season of the year. From leveraging AI thoughtfully, to building month-by-month strategies, to communicating in ways that truly resonate, this episode is packed with actionable advice to help nonprofits thrive at year-end and beyond.

Topics We Cover:

  • Jena’s “superhero origin story” and how she found her path into the nonprofit sector
  • The “triple squeeze” challenge nonprofits face today: funding cuts, declining giving, and rising service demands
  • Why donor retention matters more than acquisition—and how just a 10% boost can transform lifetime value
  • The 3C formula for success: connection, retention, and clarity
  • A month-by-month framework for year-end fundraising (September through December)
  • How to use AI responsibly for donor communication and engagement
  • The power of segmentation and tailoring messages for different donor groups
  • Why slowing down, documenting strategies, and planning with intention lead to healthier organizations and sustainable results

To Learn More and Connect with Jena:
Donorbox.org
Jena Lynch on LinkedIn

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Maximizing Nonprofit Team Efficiency in the Remote Work Era with Veronica LaFemina25 Sep 202300:49:45

In this episode of "Agents of Nonprofit," hosted by Alexander Lapa and featuring guest Veronica LaFemina, listeners gain valuable insights into building effective remote teams in the nonprofit sector. Veronica, an experienced adviser to nonprofit CEOs and department leaders, digs into organizational strategy, leadership, and team management, shedding light on crucial aspects of nonprofit work in the age of remote and hybrid work models.

Topics We Cover

  • Veronica's extensive background in public affairs and creative agencies, including managing remote and multi-office teams
  • The rise of remote work, both before and during the pandemic
  • The need for tailored approaches based on individual preferences and role requirements
  • Involving team members in shaping remote work policies and norms, advocating for an agile approach to refine working models based on feedback and outcomes
  • The challenges of remote work, including communication, expectation setting, and productivity tracking
  • Balancing Autonomy and Accountability
  • Choosing appropriate check-in schedules based on work pace, with a focus on daily stand-up meetings for fast-paced environments and longer timelines for others


To Connect with Veronica and Learn More:
Veronica on LinkedIn
LaFemina & Co. Website
Asynchronously Working Blog Post

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Fundraising for Non-Human Causes with Katherine Lacefield18 Sep 202300:41:08

In this insightful episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Katherine Lacefield, an expert in fundraising for non-human causes within the nonprofit sector. Katherine's extensive experience sheds light on the unique challenges faced by organizations advocating for animals and the importance of shifting perspectives to foster greater compassion and interconnectedness in philanthropy.

Topics We Cover

  • Legal complexities in Canada, where animal-focused nonprofits struggle to obtain charitable status due to restrictions on political advocacy, impacting their access to grants and tax receipts for donors
  • Human-animal connection and its role in motivating individuals to support non-human causes
  • The societal perspective that pits animal causes against human causes
  • The complexity of public perceptions in philanthropy, and the difference between organizations focusing on cute animals like pandas while overlooking the protection of less visually appealing species.
  • Framing issues in a relatable way to influence public attitudes
  • Future Trends in Philanthropy

To Learn More & Connect with Katherine:
LinkedIn

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Leveraging Technology for Nonprofit Efficiency with Yulia Zhernovaya11 Sep 202300:43:22

In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Yulia Zhernovaya, a tech advocate for enhancing nonprofit operations.

They explore Yulia's journey from volunteering to her role in bridging the gap between nonprofit missions and technological advancements. The episode delves into the challenges and potential of technology adoption in the nonprofit sector, shedding light on key strategies for nonprofits to enhance their efficiency and impact.

Topics We Cover:

  • Yulia's evolution from volunteering and mentoring to advocating technology in nonprofits, inspired by her global experiences and affinity for technology.
  • The realization of the technology gap between a retail career and manual processes prevalent in nonprofit operations
  • How Yulia found synergy with GiveEffect, a CRM platform designed to meet the specific needs of nonprofits.
  • The challenge of fragmented technologies in nonprofits and the need for cohesive integration to avoid inefficiencies and information silos
  • The value of centralized data to understand supporters holistically, uncover untapped engagement opportunities, and enhance impact
  • Strategies for nonprofits to select the right technology platforms aligned with their growth trajectory and unique needs
  • Yulia's insights into overcoming resistance to change, the fear of automation-induced job loss, and prioritizing technology implementation to drive efficiency

To Learn More and Connect with Yulia:
Yulia on LinkedIn
GiveEffect
GiveEffect on LinkedIn

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Exploring Digital Asset Fundraising in the Nonprofit Sector with Carlos Restrepo04 Sep 202300:38:11

In this episode of "Agents of Nonprofit," host Alexander Lapa engages in an enlightening conversation with Carlos Restrepo about the fascinating world of digital asset fundraising.

From the emergence of Web3 technology to the potential of NFTs and metaverse platforms, this episode delves into innovative strategies that nonprofits can use to diversify their revenue streams and connect with a broader audience.

Topics We Cover:

  • Carlos' transition from the healthcare industry driven by the unique blend of purpose and efficiency present in nonprofit work.
  • The evolution of Web3 technology and the ownership of digital assets
  • How organizations can leverage Non-Fungible Tokens (NFTs) in their fundraising efforts
  • Metaverse platforms like Upland, where nonprofits can engage creators and donors in virtual spaces that align with their mission
  • The importance of aligning digital assets with an organization's mission and how diversifying income sources through technology can foster adaptability and innovation.
  • Exploring platforms like Twitter and LinkedIn, where burgeoning communities discuss crypto, NFTs, and Web3
  • The challenges and opportunities in the adoption of NFTs

To Learn More and Connect with Carlos:
Carlos on LinkedIn


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Navigating Leadership in the Tech Era with Anthony A. Dicks Jr.28 Aug 202300:46:06

In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with guest Anthony A. Dicks Jr. to explore the intricate landscape of leadership development within the ever-evolving technology-driven world.

Anthony, a leader with a rich family legacy in leadership, shares his insights and experiences, highlighting the importance of authentic connections and the challenges of leading in virtual work environments. The podcast delves into the nuances of remote work, the impact of AI on leadership, and the future trends that leaders need to be prepared for.

Topics We Cover:

  • Anthony's Leadership Journey
  • The Superpower of Equipping Leaders
  • The analogy of assembling Legos without a manual is used to describe leadership, underscoring its complexity in the tech landscape.
  • Anthony underscores the importance of authentic connections and how virtual leadership has become both complex and disruptive.
  • The shift towards addressing complex challenges in today's fast-paced environment.
  • Trust, Commitment, and Compassion in Remote Leadership
  • AI's Impact on Leadership
  • Future leadership trends, highlighting the need for addressing issues of loneliness and anxiety stemming from technology.
  • The role of leaders in creating environments that offer not only productivity but also meaning and community.

To Learn More and Connect with Anthony:
Anthony on LinkedIn
180 Management Group

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Affecting Lives in Africa - The Inspiring Journey of a Nonprofit Founder with John Renouard21 Aug 202300:55:02

In this podcast, the founder of Water, Health, and Opportunity (WHO) organization, John Renouard, shares his inspiring journey of creating an impactful nonprofit aimed at providing clean water to rural villages in Africa. He discusses the unique model of using human-powered drills owned by local drill teams to ensure sustainability and financial independence within the communities.

The conversation also steers into the organization's efforts to combat female genital mutilation (FGM) and empower the victims to seek justice. John's stories highlight the transformative impact of clean water on communities and the importance of community involvement in creating sustainable solutions.

Topics We Cover:

  • The origin and mission of Water, Health, and Opportunity (WHO) organization.
  • The village drill: A human-powered solution to drilling wells in remote areas.
  • Empowering local communities through ownership and financial sustainability.
  • The impact of clean water on health, agriculture, and economic growth.
  • A heartwarming success story of an all-girls school transformed by access to clean water.
  • Combating female genital mutilation (FGM) through collaboration with local authorities.
  • Future plans: Expanding clean water projects and fighting against FGM.

To Learn More and Connect with John:
WHOlives.org
E-mail John
Donate to WHOlives

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Revamping Nonprofit Data Management with Taj Carlson14 Aug 202300:49:50

In this podcast episode, Taj Carlson, the founder of Inciter Data, shares her incredible journey of working with nonprofits and leveraging data and technology to drive positive change. Taj's superhero origin story began when she collaborated on evaluation projects with nonprofits after her academic career. A turning point occurred when she witnessed an HIV prevention organization struggling with data management on paper forms, inspiring her to dedicate herself to bringing technology to nonprofits for improved data management.

Taj emphasizes the critical role of reporting in data management and discusses the common challenges faced by nonprofits in generating useful reports. Many organizations use separate systems for different functions, leading to data silos. Taj advises mapping reports to data sources to identify essential data fields necessary for reporting.

Topics We Cover:

  • The journey of Insider Data and Taj Carlson's superhero origin story in nonprofit data management.
  • Challenges faced by nonprofits in generating useful reports and mapping reports to data sources.
  • Approaches to integrating disparate systems like Microsoft Access, Salesforce, and HubSpot.
  • Understanding the differences between data warehouses and data lakes and when to use each.
  • The importance of data governance and its role in improving data reliability and organizational alignment.
  • Practical examples of how data governance reduces stress, frustration, and waste.
  • Specific benefits of implementing good data governance, including risk mitigation, time savings, and improved decision-making.

To Learn More and Connect with Taj:
Inciter.io
Twitter
LinkedIn

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Creating Operational Cultures for Nonprofit Success with Miriam Dicks07 Aug 202300:44:52

In this episode of Agents of Nonprofit, we're joined by superhero Miriam Dicks, a management consultant specializing in operational cultures within nonprofits. Miriam shares her insights on creating effective operational processes and discusses the importance of assessing pain points, involving stakeholders, and aligning systems and structures to support growth and goals.

Topics We Cover:

  • The role of assessments in identifying pain points and providing tailored recommendations.
  • The significance of involving leaders and staff in the assessment and decision-making process.
  • Addressing cultural aspects alongside operational improvements.
  • Real-life examples highlighting the consequences of organizational imbalances.
  • The impact of clear job descriptions, performance evaluations, and structured processes.
  • Exploring the seven archetypes of operational culture.
  • Considering the implications and ethical concerns of incorporating AI in nonprofit work.

To Learn More and Connect With Miriam:
LinkedIn
180 Management Group

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Building Superior Experiences in the Nonprofit Sector with Michael Compton31 Jul 202300:49:55

In this episode, we're joined by Michael Compton, the creator of the CSC Innovation Lab at Denison University, to explore the realm of customer experience (CX) within the nonprofit sector. Michael shares his insights on understanding and improving CX through journey mapping, persona building, and operational frameworks. He emphasizes the significance of empathizing with customers and aligning organizational operations to create meaningful experiences. The conversation also touches on channel management, labels for customers, and prioritizing individual versus community experiences.

Topics We Cover:

  • The distinction between customer experience and user experience in the nonprofit sector.
  • The methodology of persona building, journey mapping, and creating an operational framework for CX improvement.
  • Determining the optimal number of personas to create, considering diversity and inclusion.
  • The importance of channels and channel management in CX for nonprofits.
  • Coordinating resources and avoiding overextension in the digital space.
  • Sensitivity to labels for customers and alternatives to the term "customer" in the nonprofit context.
  • Balancing individual customer experience with community experience and engagement.

To Learn More and Connect With Michael:
CX Innovation Lab at Denison University
Michael Compton on LinkedIn
Contact Michael by E-Mail

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Navigating Salesforce for Nonprofits with Watt Hamlett24 Jul 202300:45:23

 In this episode of Agents of Nonprofit, we're joined by Watt Hamlett, a Salesforce consultant specializing in nonprofits. Watt shares his journey in the nonprofit technology space and discusses his role in assisting organizations with Salesforce evaluations, troubleshooting, and long-term planning. The conversation highlights the significance of consultants in the nonprofit sector and offers valuable advice on selecting the right consulting partner for successful Salesforce implementation.

Topics We Cover:

  • Watt Hamlett's background and experience in working with nonprofits and Salesforce.
  • The role of a Salesforce consultant in helping nonprofits during the pre-purchase phase.
  • Key considerations when evaluating Salesforce as a technology solution for nonprofits.
  • Troubleshooting and roadmapping for nonprofits already using Salesforce.
  • The importance of consultants in driving technology goals and collaborating with nonprofits and consulting partners.
  • Preparing for a Salesforce implementation: Insights and suggestions for nonprofits
  • Watt's List: A comprehensive directory connecting nonprofits with Salesforce consultants, including filters and search criteria to find the right match.

To Learn More and Connect with Watt:
Watt's List
Watt Hamlett Consulting
Watt Hamlett on LinkedIn

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Building Mental Fitness as a Nonprofit Leader with Dacia Moore25 Aug 202500:46:33

In this episode of Agents of Nonprofit, I speak with leadership and mental health advocate Dacia Moore about why mental wellness isn’t a luxury—it’s a leadership essential. From “push-ups for your brain” to the power of margin time, this conversation blends personal stories, practical frameworks, and a call for leaders to model healthy habits for their teams.

Topics We Cover:

  • Why nonprofit leadership carries unique mental health challenges
  • The zigzag career paths that often lead to executive roles
  • Viewing mental wellness as a daily leadership discipline, not a soft skill
  • How high-pressure roles mirror the demands placed on elite athletes
  • “Push-ups for your brain” — Dacia’s daily mental health routine
  • Delegating effectively and focusing on high-impact leadership tasks
  • The “margin time” analogy and how white space boosts creativity and decision-making
  • Gratitude as a practical tool for resilience and perspective

To Learn More and Connect with Dacia:

Dacia's SW Snippet Newsletter

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The Power of Storytelling in Nonprofits with Jess Campbell17 Jul 202300:41:45

In this engaging episode, we're joined by Jess Campbell, a nonprofit consultant and storyteller, about the importance of storytelling in the nonprofit sector. Jess shares her personal journey into the nonprofit world and explains how storytelling can be a powerful tool for creating impact and rallying support. She emphasizes the significance of compelling storytelling and shares her expertise on fundraising, relationship building, and mobilizing resources within nonprofit organizations.

The conversation also delves into the decision to transition a community for nonprofit consultants into a paid model, exploring the positive outcomes and challenges associated with this shift.

Topics We Cover:

  • Jess Campbell's superhero origin story and her passion for serving families with critically ill children.
  • The role of storytelling in invoking emotions, engaging donors, and making a bigger impact in nonprofits.
  • Jess's expertise in fundraising, relationship building, and mobilizing resources for nonprofit organizations.
  • The concept of connectors and Jess's role as a natural link between people and information.
  • Jess's current focus on optimizing her business and dedicating time to organizational tasks.
  • Transitioning a community for nonprofit consultants into a paid model and the positive outcomes that emerged.
  • Challenges and considerations in moderating and managing the community effectively, including time investment and aligning values and goals of participants.

To Learn More & Connect With Jess:
LinkedIn
JessCampbell.co
Instagram

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Responsible AI in the Nonprofit Sector with Nathan Chappell10 Jul 202300:57:38

In this episode of the Agents of Nonprofit podcast, we're joined by Nathan Chappell to discuss the world of AI and its impact on fundraising for nonprofits. Nathan provides an overview of AI, highlighting subsets such as machine learning, deep learning, and generative AI. The discussion focuses on the concept of hallucinations in AI models, drawing parallels to human interpretations and emphasizing the role of AI as a tool to augment human thought processes rather than replace them.

We explore the role of AI in the nonprofit sector, emphasizing the decreasing cost of computing and the need for nonprofits to embrace AI to create efficiency and meet donor demands. Privacy and security concerns are discussed, highlighting the delicate balance between sharing data for beneficial results and maintaining privacy.

Topics We Cover:

  • An introduction to AI and its subsets: machine learning, deep learning, and generative AI.
  • The concept of hallucinations in AI and its relation to human interpretations.
  • Challenges of training AI models: bias, ethics, and the responsibility of AI companies.
  • The role of AI in the nonprofit sector: affordability, efficiency, and meeting donor expectations.
  • Privacy and security concerns in utilizing AI for nonprofits.
  • Responsible AI practices: trust, privacy, security, ethics, and equity in data.
  • Addressing the decline in nonprofit donations through precision and personalization with AI.

To Learn More and Connect with Nathan:
Nathan Chappell on LinkedIn
Fundraising.AI
Fundraising.AI on LinkedIn

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Navigating the Data Management Maze with Deanna Mollett03 Jul 202300:28:43

In this episode of the Agents of Nonprofit podcast, host Alexander Lapa interviews data archiving and retention expert Deanna Mollett. Deanna shares her insights on the importance of data management for organizations, emphasizing the role of data governance in implementing effective data retention and archiving practices.

Deanna discusses the differences between data retention and archiving, highlights the compliance and risk factors that make data retention crucial for nonprofits, and explains the benefits of data migration projects in reviewing and cleaning up data.

Topics We Cover:

  • Understanding the role of data governance in data retention and archiving
  • Differentiating between data retention and archiving
  • Compliance and risk factors driving the need for data retention in nonprofits
  • Over-retention and its impact on costs and legal implications
  • Establishing clear roles and responsibilities for data retention policies
  • The importance of maintaining clean and usable data for productivity
  • Trends in data management: machine learning and cloud adoption

To Learn More & Connect with Deanna:
E-Mail
LinkedIn

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Tech, Trends, and Donor Loyalty with Mike Johnston26 Jun 202300:46:14

In this episode of Agents of Nonprofit, host Alexander Lapa interviews Mike Johnston, a seasoned expert in the nonprofit sector, as they delve into the world of innovation and fundraising. Join them as they explore the transformative power of technology and its impact on nonprofit organizations, sharing insights on best practices, overcoming challenges, and personalizing donor experiences. Discover how to leverage the latest trends in fundraising to make a lasting difference and foster donor loyalty.

As they discuss the challenges nonprofits face when adopting technology, Mike emphasizes the need for accessible and user-friendly platforms. The conversation expands to explore the concept of omnichannel marketing, highlighting its effectiveness in increasing engagement and donations. They further delve into strategies for donor loyalty, emphasizing the power of personalized communication and the potential of technology to enhance donor experiences

Topics We Cover:

  • Mike's journey in the nonprofit sector and the passion that drives him.
  • The transition from direct mail to digital fundraising and the role of technology.
  • The democratization of technology and its impact on nonprofits.
  • Exploring the rise of artificial intelligence (AI) and large language models in fundraising.
  • Overcoming the fear and hesitation around technology in the nonprofit sector.
  • The need for affordable IT and technology experts in nonprofit organizations.
  • Understanding the concept of omnichannel marketing and its effectiveness.
  • Studies on the positive impact of combining channels in fundraising efforts.
  • Balancing donor loyalty and acquiring new donors based on organizational priorities.
  • Harnessing technology and design thinking to create personalized donor experiences and improve loyalty.

To Learn More and Connect with Mike:
LinkedIn
HJC Website
Digital Outlook Report
Links Mentioned:
Mapping
Food Bank Trends
Direct Mail

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Unlocking Global Opportunities: Exploring Salesforce, Recruitment, and Careers with Ben Duncombe19 Jun 202300:44:42

In this episode of Agents of Nonprofit, Alexander Lapa sits down with Ben Duncombe, a Salesforce recruiter from Australia, to delve into the world of Salesforce and Salesforce recruiting. Join them as they uncover the global reach of Salesforce, its impact on individuals' careers, and the rewarding opportunities it presents. Ben shares his own journey, insights from successful Salesforce professionals, and the expanding role of Salesforce in Australia and beyond.

Together, they explore the vast possibilities offered by Salesforce, the diverse range of individuals who can thrive within its ecosystem, and the impact it has on their careers. They discuss the global phenomenon of Salesforce, debunking misconceptions and shedding light on its far-reaching influence. From sharing inspiring stories to examining recruitment strategies, Ben provides valuable insights into the world of Salesforce and its potential for personal growth and professional success.

Topics We Cover:

  • The global nature of Salesforce and its impact beyond North America and Europe
  • How Salesforce acts as a passport to opportunity for professionals worldwide
  • The flexibility of working remotely as a digital nomad within the Salesforce ecosystem
  • Ben's transition from SAP recruitment to specializing in Salesforce recruiting
  • The accessibility and ease of setting up orgs, learning, and getting certified in Salesforce
  • Inspiring stories and achievements from successful Salesforce professionals on Ben's podcast
  • The rewarding aspects of finding Salesforce jobs for individuals worldwide
  • The variety of backgrounds and professions that can find a place within the Salesforce ecosystem
  • Exploring the Certified Technical Architect (CTA) certification and its impact on careers and salaries
  • Salary and employment model differences between countries and the demand for Salesforce contractors
  • The needs of Salesforce clients and challenges faced by not-for-profit organizations in recruitment
  • Trends in Salesforce career paths, barriers to entry, and the importance of continuous learning

To Learn More and Connect with Ben:
Talent Hub
LinkedIn
Talent Hub TV
Talent Hub Podcast

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Grant Cycle: Revolutionizing Nonprofit Grant Management with Ansley Fender12 Jun 202300:49:21

Join host Alexander Lapa in this episode of "Agents of Nonprofit" as he interviews Ansley Fender, the founder of Grantcycle, a groundbreaking software solution for post-award grant management. Ansley shares her inspiring journey into nonprofit management, her decision to create Grantcycle, and her insights into specialized software for grant management. Discover how Ansley's accidental involvement with nonprofits led her to develop a powerful tool that streamlines financial processes, improves accountability, and maximizes the impact of nonprofit organizations.

Topics We Cover:

  • Ansley's background and accidental entry into the nonprofit sector.
  • The motivation behind starting Grant Cycle and its evolution from financial consulting to grant management.
  • The role of low-code technology in Ansley's journey and the advantages of using Bubble.
  • Key features of Grantcycle: program finances, budgeting, outcome metrics, project management, document storage, and reporting.
  • Ansley's approach to software integration and the importance of specialized tools for different functions.
  • Pros and cons of specialized software versus all-in-one solutions for nonprofits.
  • The significance of accounting in grant management and its integration with Grantcycle.
  • Best practices for nonprofits in managing grants and understanding grant conditions and reporting requirements.
  • Capacity building and the need for strong financial controls and management software.
  • Tracking and reporting impact: documenting every dollar spent, meeting reporting requirements, and showcasing impact through storytelling and impact dashboards.
  • The value of transparency and admitting failure in the nonprofit sector, and the changing perspectives of funders in the post-COVID era.

Tune in to this episode to gain valuable insights from Ansley Fender and learn how Grantcycle is transforming grant management for nonprofit organizations, enabling them to achieve greater efficiency and effectiveness in fulfilling their missions.

To learn more and connect with Ansley:
Grantcycle Website
LinkedIn

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Navigating the Nonprofit RFP Process: Insights from Kismet Saglam05 Jun 202300:49:40

In this episode of Agents of Nonprofit, our guest Kismet Saglam sheds light on the intricacies of the nonprofit Request for Proposal (RFP) process. Kismet emphasizes the need for discretion and privacy in certain situations, acknowledging that publicizing an RFP can attract unwanted attention and distractions.

By maintaining a controlled communication approach, organizations can focus on the task at hand without unnecessary inquiries. Kismet also discusses the challenges of managing an overwhelming number of responses, highlighting the importance of specialized services and the natural process of elimination that occurs when targeting specific vendors.

Topics We Cover:

  • The need for privacy and controlled communication in the RFP process
  • Strategies for managing an influx of responses and filtering applications effectively
  • Various platforms for communicating RFPs, including websites, LinkedIn, listservs, and RFP portals
  • Preparing internal discussions, stakeholder buy-in, and assessing resources before initiating an RFP
  • The significance of allocating dedicated personnel to ensure smooth RFP execution and implementation
  • The role of budget considerations in shaping RFPs and adjusting projections based on vendor proposals
  • Balancing the factors of scope, timeline, and budget during the RFP process and potential adjustments
  • Fostering transparency and collaboration between nonprofits and vendors for a mutually beneficial partnership
  • The ethical approach of providing guidance to vendors without influencing the final decision-making process

Join us in this insightful episode as we dive into the world of nonprofit RFPs and gain valuable insights from Kismet Saglam, an expert in navigating the complex landscape of nonprofit procurement.

To Learn More and Connect with Kismet:
LinkedIn
Email: kismet.associationconsulting@gmail.com

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Unleash Your Fundraising Superpowers: The Nonprofiteer's Field Guide to Philanthropic Success29 May 202300:46:31

In the dynamic realm of fundraising, are you ready to unlock your potential as an agent of change? Join us on Episode 64 of Agents of Nonprofit as we delve into the captivating world of Evan Wildstein's groundbreaking book, "The Nonprofiteer's Fundraising Field Guide." Prepare to be empowered with a modern approach to philanthropic success that will elevate your impact to new heights.

In this riveting episode, Evan Wildstein, a seasoned expert in the non-profit sector, unveils the secrets to becoming a better servant-leader. Discover how to forge deep connections with donors, foster a culture of impactful philanthropy, and ignite transformative change in your organization. With his invaluable insights, Evan will guide you through the 10 core behaviors of servant-leaders, offering a down-to-earth and inspiring blueprint for fundraising excellence.

Key highlights:

  • The remarkable journey that led Evan to work with nonprofits
  • Unveiling the motivation behind Evan's groundbreaking book
  • Real-world examples of servant-leadership in action
  • Mastering the 10 core behaviors that define servant-leaders
  • Harnessing the power of technology in your philanthropic endeavors

Don't miss this opportunity to embrace your fundraising superpowers and embark on a transformative journey with Evan Wildstein's "The Nonprofiteer's Fundraising Field Guide." Tune in now and revolutionize your approach to philanthropy, propelling your organization towards unparalleled success.

To learn more and connect with Evan Wildstein, visit:
Website: thenonprofiteers.com
LinkedIn: linkedin.com/in/evan-wildstein-a1759312
Email: me@evanwildstein.com

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The Formula for Strategic Planning: Propel Your Organization to Success with Carol Hamilton22 May 202300:42:33

Discover the secret behind thriving organizations and unlock the power of strategic planning with renowned expert Carol Hamilton. In this captivating episode, Carol, founder of Grace Social Sector Consulting and host of the Mission:Impact podcast, shares her profound insights on strategic planning in the nonprofit sector. From leveraging technology to incorporating DEI practices, learn the key strategies that will propel your organization towards achieving its goals effectively.

Key highlights:

  • Carol's inspiring journey in the non-profit sector
  • The inception of Grace Social Sector Consulting and Mission:Impact podcast
  • Unveiling the secrets of virtual strategic planning
  • Optimal timing for strategic planning success
  • Expectations and outcomes of strategic planning for organizations
  • Crafting a goal priority list for strategic impact
  • Embracing DEI in planning sessions for transformational change
  • The undeniable importance of DEI in today's landscape

Join us and gain valuable insights from Carol Hamilton as she unravels the strategic planning formula for organizational success. Don't miss this episode that will revolutionize your approach to planning and propel your organization towards new heights!

Learn more and connect with Carol:
https://www.missionimpactpodcast.com/
http://www.gracesocialsector.com/

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Secrets to Building a Cohesive, High-Performing Team with Erik Rubadeau15 May 202300:45:22

Do you know what's the secret to achieving success in an organization? Hint: it involves building a strong team. Discover the secrets to mastering the art of successful team building!

If you're interested in learning how to create a cohesive and high-performing team, be sure to tune in to this episode featuring Erik Rubadeau, CEO of Yeeboo Digital. Join us as Erik talks about the entire process of building a successful team, from hiring the right people to fostering a sense of unity within the team.

The topics we cover:

  • How Erik started working with non-profits
  • Does having a capability of doing many different things have an advantage in hiring process
  • Tips in recognizing the skill set of an individual and assigning roles
  • Importance of transparency
  • Is being generous with your knowledge good for team building?
  • Expressing gratitude and recognition in a group setting
  • Ways on how to keep closeness when your team is physically far apart
  • How to balance team building and delivering projects to clients

Learn more and connect with Erik:
Website: https://yeeboodigital.com


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Be Picky, Be Expensive, Be Brilliant with Shannon Bowen18 Aug 202500:43:46

In this empowering episode of Agents of Nonprofit, I chat with Shannon Bowen, a former nonprofit executive turned career and leadership coach. From navigating career pivots to confidently negotiating job offers, Shannon reveals how nonprofit workers can build fulfilling, sustainable careers by embracing her bold mantra: Be picky, be expensive, be brilliant.

Topics We Cover:

  • Why Shannon transitioned from nonprofit leadership to career coaching
  • How nonprofit professionals can earn competitive (even six-figure) salaries
  • The difference between soft pivots and hard pivots when changing sectors
  • Questions that reveal an organization's true culture during interviews
  • How to negotiate more than salary—think PTO, flexibility, and bonuses
  • The risks of relying on verbal promises in job offers
  • How systemic pay inequity affects women and people of color in nonprofits
  • Shannon’s career mantra and how to apply it to your next job search

To Learn More and Connect with Shannon:

Shannon Bowen on LinkedIn

Dream Job Coaching with Monsoon Leadership

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Getting the Right Kind of Help with your New Nonprofit with Technopath CEO Sarah Epting08 May 202300:40:19

Are you ready to change the world but don't know where to begin? Tune in to discover how Technopath can guide you through the crucial steps of starting a nonprofit, so you can focus on making a difference!

Discover the secrets to non-profit success as Technopath's CEO, Sarah Epting, spills the beans on building and thriving in this week's unmissable episode. Sarah shares how Technopath's training and activities work together and what they can provide you to help you succeed, what their package looks like, and what will happen to the company’s future. 

The topics we cover:

  • What inspires Sarah Epting to share her knowledge
  • How Sarah Epting started Technopath
  • How the 4 main activities of Technopath work together to help you succeed
  • What the upper crust package of Salesforce looks like
  • Sarah Epting’s impression about Salesforce’s new data model
  • What will happen in the near term for Technopath

Learn more and connect with Sarah:
Website: https://technopath.io/
Salesforce Saturday: https://www.linkedin.com/company/salesforce-saturday/about/
Sarah's LinkedIn:https://www.linkedin.com/in/sarahepting/

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The Keys to Starting a Nonprofit with Brooke Richie Babbage01 May 202300:50:33

Do you wonder what details go into setting up a nonprofit? What problem are they solving? Are other people solving the same problem? How do I receive advice? This is for you!

In this week’s episode, Brooke Richie Babbage joins us to share from her experience in setting up nonprofits. Brooke wanted to get into social justice work from as early as 10 years old!  Now with over 20 years experience in the nonprofit sector, she shares about the details of setting up a nonprofit.  From landscape mapping to how to hire staff, looking for funding, setting up a board of advisors, handling feedback, technology recommendations to use and more.


The topics we cover

  • How Brooke started working with nonprofits
  • Landscape scanning before starting a nonprofit
  • To partner with an already established nonprofit or start a new one?
  • Merging with stronger nonprofits for greater impact
  • Which feedback to pay attention to when making decisions about a nonprofit
  • Why it’s important to create a startup board of advisors
  • How and when to transition from a startup board to a governance board
  • Difference between a board of directors and an advisory council
  • How can a nonprofit without enough funding get people to do goodwork
  • Taking advantage of AI to do some roles for a new nonprofit
  • Technology recommendations from Brooke


Learn more and connect with Brooke:
Website: https://brookerichiebabbage.com/
LinkedIn: https://www.linkedin.com/in/bjrichiebabbage/
Nonprofit Launch Lab: https://brookerichiebabbage.com/guides-trainings/ 


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Fundraising for a Performing Arts Center with Renee Garvens24 Apr 202300:40:17

Fundraising is at the heart of every nonprofit. With the right strategy, communication channel and fundraising message, nonprofits are able to achieve their targets with ease.

In this week’s episode, Alexander is joined by Renee Garvens to tackle unique perspectives in fundraising. Renee is the Vice president of Development at the Tobin Center for Performing Arts. 

In her discussion, she details the unique nature of fundraising for a performing arts center, highlighting the obstacles and insights gained from attempting to secure funds amidst the pandemic. Additionally, she delves into the fundraising channels and tech tools used by the Tobin center, while also outlining the organization's short-term goals.


The topics we cover

  • How Renee got started working in nonprofits
  • What about the Tobin Center for Performing Arts caught Renee’s attention?
  • What is the distinguishing factor in fundraising for a Performing Arts Center?
  • Strategies used to maintain fundraising during the COVID pandemic
  • Renee’s superpower that helped weather the storm during the pandemic
  • How being self-taught helped Renee think outside the box about fundraising
  • What fundraising channels are used for the Tobin Center?
  • What kind of stories resonate most with Renee’s audience?
  • Technology Renee used to aid Tobin Center’s fundraising activities
  • What other short term goals does the Tobin Center have?


Learn more and connect with Renee Garvens
Tobin Center: https://www.tobincenter.org/
Renee’s LinkedIn:https://www.linkedin.com/in/reneegarvens/
The Tobin Center's Floor Transformation: https://www.youtube.com/watch?v=5PnGjacoi5s 


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Data Visualization for Nonprofits with Amelia Kohm17 Apr 202300:43:27

Did you know that visual presentations of data are 43% more effective than written or vocal? Human beings have always interacted with visual effects as a means of survival, concentration, and mental stimulation.

On this week’s podcast, Alexander is joined by Amelia Kohm, the founder of Data Viz for nonprofits. Amelia previously worked in policy research around children and families. She offers us insight into the world of data visualization and how this is important for all nonprofits. She discusses interactive dashboards, why data is important, emotional responses from data visualization and more.


The topics we cover

(00:23) Amelia’s superhero origin story

(02:14)What is data visualization?

(05:11) What does an interactive dashboard look like?

(09:37) Why data is important and you must get it right

(11:28) Even visual plots and numerical graphs demand super concentration

(22:35) Can data visualization create emotional responses from audiences?

(25:33) Deciding which information is more important when doing visualizations

(32:39) When data is insufficient or hard to decipher

(35:54) One of Amelia’s favorite projects

(40:01) What does Amelia’s short term future look like?


To learn more and connect with Ameila Kohm
LinkedIn: https://www.linkedin.com/in/amelia-kohm/
Website: https://www.nonprofitbiz.com/
Upcoming webinar: https://www.nonprofitlearninglab.org/webinars


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Building a Salesforce App for Nonprofits with Pat McClellan10 Apr 202300:46:54

‘I feel the need to build something that is serving the mission of my customers, and doing something good in the world’
- Pat McClellan

If you have ever wondered what it’s like to build an app from scratch this episode is for you.

After a career change from media to software development, Pat McClellan has an app to show for it! He has built the Proton Blaster, a messaging app with Salesforce. Pat is a Chief Lightning Officer at Proton 7 Group and a Salesforce MVP with over 30 years experience in media.

This week, he joins Alex to discuss his career transition and what inspired it, how he decided his app is best suited for nonprofits, marketing and pricing the app, creating a seamless user experience, new features to look forward to on the app and more.


The topics we cover

(00:25) Pat’s superhero origin story

(04:20) Why did Pat decide to build his app?

(07:33) When did Pat decide that the app was suited for non-profits

(11:54) Personalization & integrating the app to Salesforce lightning

(16:53) How did Pat come up with the name; ‘Proton Blaster’?

(20:09) What to consider when building an app

(27:30) Focusing on a simple and familiar UI

(31:46) Pricing & marketing the app

(40:40) How will Salesforce’s merging of its nonprofits package to the core affect Proton 7?

(44:42) What to look forward to in the next version of Proton text


To learn more and connect with Pat:
LinkedIn: https://www.linkedin.com/in/patmcclellan/
Proton 7 Group: https://www.linkedin.com/company/proton7group/about/


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Unlocking Nonprofit Potential using Data with Sarah Merion03 Apr 202300:45:37

In this week’s episode, Alexander sits down with Sarah Merion, the visionary founder and CEO of Impact Aligned, to discuss how data can be a game-changer for nonprofits. 

With a wealth of experience spanning over a decade in the for-profit realm, Sarah has made it her mission to help nonprofit organizations achieve their goals by utilizing data-driven strategies, visualizing outcomes, and more. 

Tune in to discover why data is a vital asset for nonprofits, and gain valuable insights into identifying and leveraging leading indicators, aligning strategies, and avoiding common pitfalls. 


The topics we cover

  • Sarah Merion’s superhero origin story
  • Sarah’s motivation for starting her company
  • How companies can make better use of their data
  • How Impact Aligned helps nonprofits define their impact
  • Defining leading indicators for nonprofits
  • Aligning strategy for nonprofits
  • Visualizing outcomes in nonprofits
  • Sarah’s favorite CRMs and tools in managing data for nonprofits
  • Common pitfalls that nonprofits should be cautious of


To learn more and connect with Sarah:
LinkedIn: https://www.linkedin.com/in/sarahmerion/
Website: https://impactaligned.com/


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Long and Short-Term Approaches to Technology with Kevin Christopher George27 Mar 202300:48:33

Making a decision about the right technology to use in your nonprofit? One with the right functions to add relevance to your objectives? What’s the best short term vs long term path to take tech-wise? Should nonprofits adopt new tech such as AI? Kevin Christoper George, a tech expert joins Alexander to answer these and more!

Kevin is the founder of Green Merits Consulting, an organization that focuses on research, selection and data analysis of cloud based software solutions for nonprofits. He has previously worked in tech with Blackberry, Oracle and Kupo.

In this episode, he shares his diverse insights on technology for nonprofits topics including; making the right long vs short term technology decisions for a nonprofits, the Request for Proposal process and what to consider in having a successful one, the ‘shiny new tech syndrome’ and whether it is good for nonprofits.


Topics we cover

  • Kevin’s superhero origin story
  • How to conduct a successful RFP Process
  • Questions nonprofits should consider for a successful RFP Process
  • Focusing not just on adding features but on value added to the organization
  • Not every problem is tech-related
  • Milestones to overcome that help the adoption of new tech
  • Long term vs short term choices for technology
  • Lacking cohesion in technology decisions across teams
  • The shiny new tech syndrome


To learn more and connect with Kevin:
Website: https://www.greenmerits.com/
LinkedIn: https://www.linkedin.com/in/kevincg/


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The Impact Economy and Partnerships for Good with Tracy Kronzak20 Mar 202300:48:21

‘We're not going to change capitalism, but we can change the way that capitalism thinks about how to engage with mission-driven organizations.’ 
-Tracy Kronzak

What is an impact economy? How can nonprofits ensure to make profit without neglecting the integrity of social impact? What are partnerships for good? Is an impact economy really attainable? Tracy Kronzak answers all these with practical examples. 

Tracy is a technology expert with over 10 years experience in technology for nonprofit. She has a background in policy analysis and previously worked with Salesforce.org.

The topics we cover

  • Tracy’s superhero origin story
  • What is the ‘Impact Economy’?
  • Finding a balance between revenue and impact
  • What organizations need to do to incorporate the Impact organization systems
  • How revenue and impact work together in favor of a nonprofit
  • Partnerships for good
  • Concrete examples of partnerships for good
  • Is an ideal impact economy attainable?
  • How to get in touch with Tracy


To learn more and connect with Tracy:
LinkedIn: https://www.linkedin.com/in/tracykronzak/
Podcast: https://nowitmatters.com/insights/why-it-matters


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How to Strategically Implement a CRM for Nonprofits with Julia Devine13 Mar 202300:49:13

Wondering which CRM works best for your nonprofit? How to sustain your CRM after employees leave over time? Looking for CRM recommendations? Julia Devine shares valuable insights on this week’s episode.

Julia Devine is the co-founder of Devine & Parker Consulting, a firm which supports nonprofits, helping them create their strategy for technology implementation, training staff on usage, support in building technology infrastructure needed for success focusing on fundraising and marketing programmes. She shares her own journey into nonprofit technology consultancy, some of her favorite CRMs, recommendations for handling complexities around tech implementation and more. 

The topics we cover:

  • Julia’s superhero origin story
  • Julia’s favorite CRMs for nonprofits right now
  • Offering nonprofits support as they adopt new CRMs
  • Who is Devine & Parker Consulting’s ideal client?
  • How Julia assesses a nonprofit before setting up their CRM
  • Next steps after the nonprofit is assessed
  • How to plan for continuity of CRM systems even after employees leave
  • How confidence is built in the client about receiving external support
  • The future of Devine & Parker Consulting
  • How to get in touch with Julia

 

To learn more and connect with Julia Devine:
Julia’s LinkedIn: https://www.linkedin.com/in/julia-devine-155bb3122/
Website: https://www.devineparker.com/


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Segmentation and Inclusive Fundraising for Nonprofits with Regina Alhassan06 Mar 202300:48:55

Are you tired of aimlessly searching for potential donors for your nonprofit organization? Do you want to get the most out of your fundraising efforts and build strong teams?

On the podcast today is Regina Alhassan, who answers these questions and more. She is the CEO of Research Pro and has 23 years of experience in prospect development consulting and getting big donations. Regina is an expert at finding potential donors by searching for their zip codes and using fundraising methods that are open to everyone. 

This episode is a must-listen for nonprofits that want to find potential donors, build trust in their teams, and get the most out of their fundraising efforts by managing their data well. Regina's knowledge of inclusive fundraising, searching by zip code, building equity, and data management will give your nonprofit valuable information that will help it do better. Don't miss out on this opportunity to learn from one of the best in the field.


The topics we cover

  • Regina’s superhero origin story
  • Inclusive fundraising
  • Zip Code searching and other segmentation tactics for potential donors
  • Building equity in internal stakeholder teams
  • Why building equity and zip code searching are the most important aspects of fundraising
  • How openness on the equity discussion has increased overtime
  • Managing data from potential fundraisers
  • How to create segmented strategies for different fundraising groups
  • Recommended tools for nonprofits


To learn more and connect with Regina:
Regina’s Linkedin: https://www.linkedin.com/in/reginaalhassan/
Research Pro Website: https://www.theresearchpro.com/


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Rethinking Sponsorships for Nonprofit Growth with Mariah Monique11 Aug 202500:44:31

In this episode of Agents of Nonprofit, I welcome Mariah Monique, founder of Sponsorship Catalyst, to discuss how nonprofits can elevate corporate sponsorships from transactional support to mission-aligned, long-term partnerships. From choosing the right sponsors to knowing when to walk away, this conversation is packed with practical advice on diversifying revenue streams, understanding audience psychographics, and building relationships rooted in mutual value and trust.

Topics We Cover:

  • Why corporate sponsorships should be strategic partnerships, not one-time donations
  • How the pandemic sparked a need for revenue diversification in nonprofits
  • The “pie” metaphor for funding sources—and why over-reliance is risky
  • What makes a sponsorship offer valuable to both nonprofits and sponsors
  • The power of mission alignment and saying no to the wrong sponsorships
  • How to identify and evaluate corporate partners based on brand values
  • The shift in language from “please donate” to “partner with us”
  • Why understanding your audience’s psychographics unlocks better partnerships

To Learn More and Connect with Mariah:

Mariah Monique on LinkedIn

The Sponsorship Catalyst Website

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Volunteer Management Made Easy with Geng Wang27 Feb 202300:40:29

This week, we are joined by Geng Wang to talk about Civic Champs, a volunteering CRM. Geng Wang is the CEO and co-founder of Civic Champs, a platform designed to help volunteer managers, coordinators and organizations manage their volunteers from recruitment to reporting.

In this conversation, Geng Wang walks us through the features available on the Civic Champs app and how beneficial they are to volunteer managers to make their management process more efficient. He covers; what the Civic Champs features are and how they work, the pricing of Civic Champs, how to engage volunteers to become donors, using Civic Champs alongside other CRMs and the future of Civic Champs.
 

The topics we cover:

●  Geng’s superhero origin story

●  How the name Civic champs came about

●  How the different Civic champs features work

●  Engaging volunteers to donate and share feedback

●  Kiosk mode that enables mobile volunteer management

●  How often  Civic Champs updates their platform

●  Offers and free trials to help volunteer managers make a decision

●  How Civic Champs co-exist with other CRMs /partners

●  What is the pricing like on the Civic Champs platform

●  What does the future look like for Civic Champs

 

To learn more and connect with Geng:
LinkedIn: https://www.linkedin.com/in/gengwang/
Website: https://www.civicchamps.com/

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The Journey to Salesforce Mastery with Alexander Lapa20 Feb 202300:36:22

Do you want to learn the insider secrets of Salesforce success? Join us on the 50th episode of Agents of Nonprofit podcast as your normal host Alexander Lapa becomes the guest to today’s host: Tim Lockie.

Alex is a Salesforce Architect for nonprofits and host of this podcast. He will take us through his story and his journey to mastering Salesforce, plus share best practices when it comes to choosing a Salesforce consultant/agency. We'll also dive into why he started podcasting and why he believes it's so important.

The topics we cover:

  • Exploring Alex’s early interest in technology
  • Alex’s thinking process on starting the podcast
  • Alex’s digital nomad lifestyle
  • Lessons from traveling
  • Alex’s transition from Siebel to Salesforce
  • Importance of trust in Salesforce's success
  • Benefits of Salesforce for nonprofits
  • Why Alex chose to serve nonprofits
  • Problems Alex solves for nonprofits with Salesforce
  • Best practices for working with Salesforce consultant: How to choose the right Salesforce consultant


To learn more and connect with Alex:
LinkedIn Profile
Dryad Consulting (Alex's company)
Dryad Receipting (tax receipting app for Canadian nonprofits using Salesforce):
The "Good Enough" Consultant (newsletter for Salesforce consultants): 
And, of course, subscribing & sharing this podcast!

 


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Learning Strategies and Solutions for Nonprofits with Heather Burright13 Feb 202300:37:14

This week, Heather Burright is welcomed to the show to discuss learning strategies and solutions, change management, and empowering your people as a nonprofit.

Heather is a learning and leadership development consultant and the founder and principal consultant at Skill Masters Market. She has created hundreds of learning experiences from in person training, self-paced experiences, virtual classroom, and has worked with dozens of leaders to help them achieve their organizational professional development goals. 

The conversation is about learning strategies, which are roadmaps that outline what people need to do to be successful within an organization and how the organization can help them achieve that success.


The topics we cover:

  • Why you need to invest in and empower your people as a nonprofit
  • Understanding learning strategies for nonprofits
  • Analysis, design, and implementation of learning solutions
  • How to facilitate virtual meetings and training
  • The development cycle for leadership training implementation
  • Understanding change management and instructional design for nonprofits
  • How to work with skeptical clients and silent resisters in projects
  • Training and technology solutions for nonprofits
  • Best practices for instructional design for nonprofits


To learn more and connect with Heather:
Heather’s LinkedIn: linkedin.com/in/heather-burright/
Skills Masters Market LLC: skillmastersmarket.com/


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