Paul Morris of Foundry Fundraising visits the SnapCast to talk about your technology and making the right technological investments. Among the things we discuss:

• Technology won't do the work for you and doesn't solve all your problems. No matter how shiny it is
• Nonprofits are woefully underinvesting in the technology tools needed, especially for development
• Nonprofits don't have to invest wildly, they can and should be smart about it
• The right tools supports the work
• The impact of this underinvestment? Wasting a ton of time - staff, stakeholders, volunteers, donors. 
• The risk to not investing has short-term and long-term impacts

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit SnapCast website. Learn more about Nonprofit Snapshot's consulting services.

Laura Macdonald visits the SnapCast to talk about endowments, their utility, and why your nonprofit might want to think about adding an endowment to your funding priorities, and how to prepare to do so. Among the things we discuss:

Making the Case for Endowments •      Why are endowments beneficial from an institutional perspective? •      What resonates with donors about endowments? •      How can we help donors see the benefits of endowments versus annual cash donations? •      How do we make a solid case for endowments to skeptical donors?   Stewardship of Endowments •      How do we steward endowments effectively? •      What are common pitfalls in endowment management, and how can they be avoided?

Be sure to check out the Endowment Handbook for more insights into this important topic.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit SnapCast website. Learn more about Nonprofit Snapshot's consulting services.

Sean Littman Founder/CEO GiveSuite.com: "...Everyone uses the term all in one. But GiveSuite literally is an all in one for small and medium sized organizations. You have your Crm, you have your donor management system, you have marketing tools, you have social media, scheduling tools, you have fundraising, crowdfunding everything all in one. So that way you can. You can just maximize your time and go out there and change the world, and the price is extremely nominal, because, as I said, our vertical was small medium organizations. ...All these other systems that were charging arm and a leg. I was just like this is stupid, like, you guys don't have the budgets for this stuff, and you don't have the technology for this stuff. Let's make something that's easy for you to use, and affordable and effective and welcome to GiveSuite."

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit SnapCast website. Learn more about Nonprofit Snapshot's consulting services.

The first of eight episodes recorded at Cause Camp 2022, Mickey speaks with Duke Turley, and Lysne Tait. Duke Turley, Jr. talks about shooting for the stars with Dream Garden, helping young people connect with resources to help them achieve their dreams. Lysne Tait, Executive Director of Helping Women Period talks about the process of becoming an “accidental nonprofit,” starting out of a group of friends, and finding unexpected success.

This episode is sponsored by Arjuna Solutions.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Our guest is Marie Davis, Launch Manager for Georgia Center for Employee Ownership (GACEO).  The Georgia Center for Employee Ownership serves as the central hub for information and resources regarding transitioning Georgia businesses to an employee ownership model. We talk at length about GACEO, its importance to the community, educating business owners and advisors about employee ownership.  By selling to their employees, owners can keep their legacy alive by keeping these businesses and jobs in the community. 

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Melanie Kirton of Financial Affairs returns for episode 2 with the SnapCast, this time to talk about nonprofit budgeting. You might think you already know the ins-and outs of budgeting, and you might be wrong. We discuss:

• The importance of doing an annual budget
• Your budget document is not a stagnant document, it should be referenced often and reviewed monthly against financial statements
• Be realistic about goals, revenue, expenses, staffing
• Use as many details as you can to paint a clear picture
• Get key staff members input and review with your board

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Friends, you really need to check this one out.  Laurie Hochman visits the SnapCast to talk about her work, and what Auctria does for nonprofits.  Auctria was founded in 2011.  When this episode was recorded, they celebrated their 10 year anniversary, having worked on 40,000 events in that time, raising over $400 million for their clients.  We talk about how Auctria works, and how the relationship between Auctria and their clients get built. Learn more about Auctria and schedule a demo here >>

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Michael Gorriarán, President of Arjuna Solutions, visits the Nonprofit SnapCast to tell us more about how Arjuna uses AI to maximize fundraising potential for nonprofits. We talk about his start in the industry, the problems Arjuna solves for nonprofits, how nonprofits may engage Arjuna, and how the entire process unfolds. Additionally, we touch on the energy needs sometimes expended by processing data, how Arjuna fights bias, and how donor Personally identifying information is protected.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Melissa Brown hangs with the SnapCast for a second conversation about the Association of Philanthropic Counsel, a membership association of consulting firms that advise philanthropic (nonprofit) organizations. Upholding a strict code of ethics, APC is committed to ensuring that nonprofit organizations of all sizes can engage experienced, qualified counsel by strengthening the abilities, growing the resources, and expanding the knowledge and networks of our members. Our key talking points include:

• Code of ethics even "stricter" than AFP's - which is one reason for the referral and references pieces. For example, we commit to continuously updating our professional knowledge. In fact, that knowledge-gain is a key reason people join APC.
• Membership survey this year showed extremely high commitment to DEIA as an organization and also across members in terms of how they work with clients, such as for board development, strategic planning, and other services, plus in their fee structures, etc.  
• Discussions still underway but it looks like revised Values, Vision, and Mission will be very clear about the commitment we have to inclusion, diversity, equity and access within APC - as a membership association -- and in our firms. That commitment dates to the organization's founding in 1995. It will be much clearer, though, in our public-facing language.
• We try to live this commitment within the Association through how we seek vendors, our programming, including regular reading/discussion groups and who we invite as speakers, and in our firms based on how we work with clients, our hiring practices, etc. Within APC, we are also working on reviewing association fees and processes to be more accessible, too - stay tuned.

Melissa Brown of Melissa Brown and Associates visits the SnapCast to talk about the work she did with the Association of Fundraising Professionals to produce the IDEA Report (Assessment of Inclusion, Diversity, Equity, and Access).

Key points include:

Collaborative study with NINE organizations participating including African Americans in Development Offices; AFP; CFRE, Women of Color in Fundraising and Philanthropy; and more, with sponsorship from DonorPerfect.

Bad behavior is too common - 34% of study participants reported experiencing some type of bias in the prior year. Bias from co-workers is far more common than from constituents -- and both are vastly underreported at the workplace, with maybe half of the people who experienced bias saying they notified a supervisor or HR staff member. We asked about far more than race -- including age, religion, bias based on physical appearance (tattoos, size, hair style), and so on.

People leave jobs because of bias they have experienced. The NP sector is losing talent because in a high percentage of organizations people are either blind the realities, or possibly "just too nice" to admit this is a problem.

To address bias: NP leaders must be strong in their statements and actions to show no tolerance. Provide time and funding (for facilitation ) of discussions that are themselves inclusive. Have a team of diverse (whatever that means where you are) staff and volunteers to create written policies and procedures. The report has links to some examples. Then be sure that EVERY staff member (and volunteer) is empowered to recognize, name, and take action in the event of bias.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Dan Kramer was the President of the Board of directors of Los Angeles Trial Lawyers' Charities (LATLC) when we recorded this SnapCast episode. Los Angeles Trial Lawyers’ Charities (LATLC) was founded in 2006 by seven plaintiff personal injury attorneys whose mission was to make a tangible, positive difference in the community through financial support and volunteer service. Today, LATLC focuses on education, children, survivors of abuse, persons with disabilities, and homelessness. Since its launch, the LATLC has grown to more than 3,000 supporters, provided more than $5 million in grants and goods, and volunteered over 6000 hours. We talk about:

• LATLC's history and mission 
• Daniel Kramer's background, and how and why he became involved with LATLC
• What his job as President of LATLC entails
• The ways LATLC is making a change in the greater Los Angeles area
• What is coming up for LATLC and how people can get involved

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Marc Haddle is the Innovation Director for Baseline Protocol, an open source initiative that combines advances in cryptography, messaging, and blockchain to deliver secure and private business processes at low cost. We talk at length about what blockchain is, and why nonprofits shouldn't ignore the world of cryptocurrency.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

There are numerous universities and programs focused on social innovation, social entrepreneurship, and social impact design. We will talk about the strengths and limitations of higher education preparing the next generation of changemakers.

We want to talk about big questions like:

• How do colleges and universities account for the complexities and opportunities of co-design in the constraints of a semester?
• How can institutions of privilege root in equity and access, and help students identify their own positionalities?
• How do you help students shift from the theoretical to the real-life work of social change?
• How can these large institutions teach innovation practices when they often struggle to use them?

Our fantastic guests included:

Odesma Dalrymple, Associate Professor, Engineering Exchange for Social Justice, University of San Diego

Nate Wong, Georgetown University

Ann Verhey-Henke, Strategic Director, Center for Socially Engaged Design, University of Michigan

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Pat Libby and Travis Kemnitz visit the SnapCast. We were all set to talk about strategic planning, but spent our time talking about the 2024 U.S. Election results and what that might mean for nonprofits as we navigate the next several years. We outline a four-step plan that Pat outlines on her blog:

• Be there for your team
• Reaffirm your connections to the greater community
• Hire a lobbyist
• Create your year-end fundraising plan

Please join in this conversation on the SnapCast's Linkedin Page.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit SnapCast website. Learn more about Nonprofit Snapshot's consulting services.

Keith Hutchings is the founder of the Comfortable Home Project, an innovative solution to connecting homeowners with local, sustainable housing industry experts. We talk at length with Keith and the current (at the time of recording) students who make the program succeed.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Colin Stewart, EVP Strategic Partnerships & Philanthropy for Arjuna Solutions, visits the Nonprofit SnapCast to talk about maximizing philanthropy. Using behavioral economics modeling with artificial intelligence, they help nonprofits determine the best times to target donors for maximum participation. We talk about funding trends, the role of industry influencers and philanthropists, and problems we all see with current funding models.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Melanie Kirton of Financial Affairs visits the SnapCast to talk about nonprofit financial issues. This episode, we talk about the Form 990, bust some myths and misconceptions, and discuss some of the most damaging mistakes an organization can make with their 990, including:

• Missing the deadline
• Wrong name or FEIN
• Filing an incomplete return
• Improper functional allocation 
• Other mistakes: outdated mission statement, outdated board list, wrong contact information

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

James Connor does a second episode with Mickey to discuss FlexibleSites. FlexibleSites serves nonprofits, startups, and small businesses with quickly deployable and easy to manage websites and content management systems--affordably. James explains how Flexsites works to cut operational expenses, and facilitate a nonprofit's web-branding effort.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Human relationships are at the center of humanity. They drive our culture, performance, and results across any organizational structure, geography, or sector. “Designing for Humanity” is a moral imperative we must consider embodying today to be successful in our impact. The inquiry, practice, strategy, and methodology allow for practices like narrative intelligence and design beyond empathy.

In this special event, Michael O’Bryan will shed light on these concepts and practices and lead us in a workshop on how to expand our knowledge and practices to reach greater relationship, approaches, and ultimately practices in design. The tools that Humanature deploys sit at the intersection of human, economic, and ecological resilience.

Michael is a practitioner and researcher in the fields of community development, organizational culture, and human well-being. He is an Innovation Fellow at Drexel University’s Lindy Institute for Urban Innovation and most recently served as Director of Learning at The Village of Arts and Humanities. Michael is the founder of Humanature, a design strategy firm working with nonprofits, businesses, and government agencies to transform how they understand and support human development, interaction, and performance.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

James Connor is a Fractional CTO. We talk about what a Fractional CTO can do for even small nonprofits, and the pros and cons of using a Fractional CTO to facilitate an organization's technology.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Trace Kingham returns to the SnapCast to talk with Mickey about Reimagined Experiences, Trace's wildly successful endeavor to help nonprofits reimagine communications and events into engaging virtual, hybrid and in-person experiences.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Jeff Wasserstrom is the CEO and President of JAW Enterprises, providing custom promotional products along with screen-printed and embroidered apparel. We talk about brand awareness and marketing for nonprofits. Among the things we discuss:

• Brand Awareness – Handing out branded products to enhance your brand / image.
• Custom Event Gifts – Participants for Races, Walks, and many other events for registering or participating.  These gifts create positive memories of the Non Profit that will last a lifetime.
• Donor Gifts – Thank you Gifts which help create Good Will and shows appreciation from the Non Profit.
• Apparel Program – provide logo apparel for employees and volunteers which helps promote their Non Profit and makes everyone feel a part of the organization.
• Custom Gifts used for Fundraising Purposes – Selling custom items to raise money.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Krista Kleiner is the Founder and Executive Director of One Heart Movement, a 501(c)(3) committed to fostering unity and well-being through the power of community love. We discuss:

• Krista's background in entertainment and her founding of the One Heart Movement 
• The launch and success of the #OneHeartHandOff global social media challenge
• How Krista managed to get social media stars to participate in the viral challenge
• Methods nonprofits can utilize on social media platforms to grow their following 
• Advice on how nonprofits can thoughtfully engage with users on social media 
• How social media has benefited and impacted her nonprofit

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Our questions and approaches seek to advance collective action in our work and this conversation is, in part, inspired by this question of “What would the end of our dependence on philanthropy look like?” Our featured guests include:

• Mario Lugay, Senior Innovation Director, Justice Funders
• Pierre Joseph, Founder and Principal, P.E. Joseph Consulting
• Lindley Mease, CLIMA Fund, Director, Co-Founder/Managing Director, Blue Heart

Join us to discuss the foundation of THIS article by Mario Lugay:

• How can we stop the desire to accumulate wealth and help wealth holders actually spend down?
• What if philanthropy didn’t exist? What is philanthropy building towards? Is values aligned-philanthropy enough?
• What does a civic and political home look like today? And, what does that have to do with philanthropy?
• How can government shift the philanthropic asymmetries we have today?
• What do we need to be able to love our communities? 
• How do we shift narratives around who are the protagonists in philanthropy? 
• How do we build out the infrastructure to support key conversations that will translate to action?

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

In this episode, Mickey is on-site at the 13th Annual Nonprofit Leadership Conference, hosted at the Atlanta Botanical Gardens on October 9th, 2024. He speaks with:   Chris Woods, CEO and President of Artportunity Knocks, increasing opportunities in the Arts, Education, Community Service, and Bridging Cultures. Chris says, “I'm a firm believer of rather than talking about the problem, become the solution, and we did that.” What was the solution? Listen to find out.   Joe Arnold, retired SVP at Suntrust Bank, and panel moderator of the conference. Joe notes: “We've got a lot of CEOs who are constantly working in their own vacuum and don't know some of the other CEO leaders across our city, and we thought putting together an annual conference about four and a half hours once a year would be a great way to pull them all together. And I'm just delighted that here in our 13th year that again, we've got to sell out crowd.”   Mindy Binderman, Executive Director of GEEARS, the Georgia Early Education Alliance for Ready Students. We talk about issues of the importance of leadership in all of nonprofit work, “because we know that good leadership is essential for getting great outcomes for kids.”   Howie Rosenberg, Executive Director of Gigi's Playhouse Atlanta, a Down syndrome achievement center offering free services to participants and their families with Down syndrome. “I'm very passionate about what I do. I love my job. I love having no barrier for people to be successful and to get services. I can tell you we may have a family that lives at Country Club to the south, and we might have family that lives in their car and they get the same quality service and the same experiences as each other.”   Ron Alston, Senior Vice President at Truist, leading the Not-For-Profit & Government Banking practice. We discuss how nonprofit banking may differ from any other kind of banking: “Nonprofit needs are different. They really revolve around financing solutions they have. So if they are engaged in a capital campaign and they are building infrastructure, they can utilize tax exempt financing vehicles that small businesses don't have access to. If they're doing work in low to moderate income communities, there are tax credit programs that can be used to help them complete projects…”

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Lissa Mozur Zanville has more than 30 years of experience in the non-profit, public, and private sectors, including government affairs, media relations, crisis management, community relations, strategic planning, spokesperson training and stakeholder management.

We talk about her role with Los Angeles Trial Lawyers’ Charities. LATLC was founded in 2006 by seven plaintiff personal injury attorneys whose mission was to make a tangible, positive difference in the community through financial support and volunteer service. Today, LATLC focuses on education, children, survivors of abuse, persons with disabilities, and homelessness. Since its launch, the LATLC has grown to more than 3,000 supporters, provided more than $5 million in grants and goods, and volunteered over 6000 hours. For more: www.LATLC.org.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Eric Ryan of Mission Met makes a quick visit with Mickey to give away five copies of his book, Mission Met. Five people will be picked randomly from all who enter. Visit the Nonprofit SnapCast website and find the entry for this bonus episode to enter.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Sam Zellner is the CEO and Founder of Inspire IP. We talk at length about innovation for nonprofits, how to capture and move on innovative ideas.

Sam says, "Innovation is about efficiency, so regardless if you are a for profit or nonprofit organization you should be constantly trying to innovate. Additionally, Innovation inspires and brings people together which is why nonprofits should be promoting innovation to their employees, volunteers and customers."

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Bob Hays, Business Consultant with Schooley Mitchell. Schooley Mitchell examines your business services including Telecom, Waste and Merchant Services. They prepare a professional audit report from which they advise how you can optimize your spending - and significantly reduce costs. Their fees only come as a portion of any savings they’re able to find. If there are no savings then there is no fee. 

Bob is also an organizer of the Nonprofit Support Network. Nonprofit Support Network accumulates a variety of providers to help nonprofits make the world a better place.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Dan Shepleng is Chief Creative Officer of Kapowza, a Baltimore based creative agency. He does a hostile takeover of the Nonprofit SnapCast to talk about marketing issues in the nonprofit sector, including:

• What's wrong with nonprofit advertising today? • We've all seen what doesn't work, so how should nonprofits approach brand advertising and differentiation? • What are the steps you should take to get to that brand essence? • How do you pull emotion into the ad? • What are some trends and examples that are working in today's environment? • Lessons learned and takeaways from nonprofit clients that listeners can put to work now.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

“The participation of people of color in professional roles in philanthropy creates the balance of insight, perspective, and conviction needed to steward some of the most important missions of nonprofit organizations.”

• Rob Henry, Vice President of Education for the Council for Advancement and Support of Education We want to talk about the roles and experiences of Black Women in Fundraising and Philanthropy and discuss:

• The daily living experiences of Black Women navigating micro aggressions, prejudice, and power

• The role organizational culture plays in creating and recreating false narratives and racist patterns
• Why less than 10% of all members of the Association of Fundraising Professionals, out of 31,000 are people of color
• Why the percentage of people of color in executive director/CEO roles has remained under 20 percent for the last 15 years.

Listen to our amazing speakers Birgit Smith Burton and Nneka Allen to dive into this very important topic. *Content sourced from The Issue of Racism in the Fundraising Profession by Birgit Smith Burton, https://afpglobal.org/issue-racism-fundraising-profession.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Angel talks about his work helping and training underprivileged children elements of entrepreneurship in Latin America as a means of fighting poverty, improving community, and changing lives.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Simon is a founder of Roots of Yggdrasil, a UK "third sector" entity that Simon set up as a social enterprise to work with disadvantaged communities providing health education. We talk about the networking, the cost benefits of doing effective networking, and the hard costs associated with neglecting one's network.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Rita Sever, author of Leading For Justice, visits with Mickey to talk about making the book available to any leaders working for justice. The book especially speaks to the nonprofit sector and offers real, practical tools in their pursuit of justice. We discuss:

• Environmental challenges to justice
• How do you give staff a voice
• Social justice and nonprofit leadership in the age of COVID, and what a post-pandemic world might look like for those organizations
• Her work in the nonprofit sector and with social justice organizations, and how that led her to a career in human resources, specifically impacting (and changing) policies and practices that replicated oppression inside organizations
• How inequity and biases can penetrate organizations, including those that are created to support equity -- Impacting hiring processes, promotions, pay and treatment of staff
• Cultivating a healthy workplace culture, though this is never one size fits all

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Mickey gets to visit with Jonathan Wright, an attorney, philanthropist, board member, and founder of nonprofit efforts. Our conversation goes down multiple paths, including:

• What’s it like as a founder setting up an organization from scratch?
• What kinds of nonprofits do you like to support?
• How to support membership on nonprofit boards?
• What do you think board challenges are? (and how to address them)

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Pat Libby visits the Nonprofit SnapCast to talk about her work with the San Diego Bird Alliance and her book, The Empowered Citizens Guide. They discuss the importance of lobbying for non-profits, the legalities involved, and practical steps for organizations to start their lobbying efforts. Key Takeaways:

• All non-profits should be involved in advocacy and lobbying, as these activities are crucial for advancing their missions. For example, a symphony orchestra might lobby for music education to ensure its future.
• To encourage non-profits to engage in lobbying, they should align their activities with their mission, as many missions relate to public policy. Examples include advocating for mandated reporting laws for computer repair technicians and extending housing support for foster youth.
• Mid-sized organizations can gain recognition and influence through lobbying, which enhances their impact. Non-profits inherently deal with political considerations, making it essential for them to engage in policy discussions.
• For non-profits looking to start lobbying, the first step is to educate the board about lobbying rules. Signing the 501H form allows organizations to lobby more freely without complicating their audits.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Paul D'Alessandro is the Founder and CEO of High Impact Nonprofit Advisors. We talk about Paul's book, The Future of Fundraising: How Philanthropy’s Future is Here with Donors Dictating the Terms.

Paul has many great insights and lessons to share. Among the things we discuss:

• How artificial intelligence is already changing the nonprofit sector and what's to come
• Why you need to familiarize yourself with donor-advised funds
• Social impact investing
• Blockchain philanthropy

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Julia Geisman is the Founder and CEO of CareerAgility, LLC. Julia and Mickey talk about building a data-based roadmap for building inclusive environments. We talk at length about:

• Why inclusion is the DNA of an organization
• Corporate vs. non-profit worlds
• What does it man to have an inclusive mindset?
• What are components of an inclusive mindset?

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Libby Villavicencio spends some quality time on the SnapCast to talk about LEAD IT! -- a framework for fostering Innovative leadership for nonprofits. LEAD IT stands for:

• Leverage: Get clear on your desired impact and outcomes/results
• Engage: Build a community of champions
• Attract: Marketing to attract people to your organization
• Develop: Your organization’s Sustainability and “Thriveability”
• Influence: Effective Content Marketing & Signature Speeches
• Tech Up: Systems, Automation, Tools to improve your efficiency and effectiveness

We talk about nearly everything from ambassadorship to human capital to technology. Don't miss this episoe.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Bill High is the Executive Chairman and CEO of The Signatry, a global Christian foundation which inspires and facilitates revolutionary generosity by providing creative giving solutions to help donors support their favorite charity or ministry, through the use of a donor advised fund.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Mickey explains the unintended hiatus with an apology.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Visiting with Eric Ryan and Ricky Chilcott of Mission Met. We talk about strategic planning, and how the Mission Met software helps nonprofits achieve their strategic goals. We also discuss the most glaring problems with nonprofit strategic planning, including these barriers to effective execution:

• The Executive Director Doesn't Champion the Planning Process
• Nonprofit Strategic Plans are Often Too Complex
• Planning is Viewed as an Event, Not a Proces

We'll soon be giving away a copy of Mission Met: Proven Strategic Planning Guidance to Help You Build a Financially Secure and Impactful Nonprofit. This book frames strategic planning as a mindset for managing your organization with writing a plan as one key step in an ongoing cycle creating a structure for implementation and course correction as needed. Among the things we cover:

I. Why strategic planning has a tremendous ROI:

• Helps to ensure that your plan is executed
• Keeps the team engaged and aligned in the planning process
• Elevates the importance of strategic planning overall for the organization
• Shows clear(er) history of what you've decided/tried and what worked/didn't
• Saves you time and political capital by reminding people about work to be done
• Is a break for the day-to-day project management software

II. Advice with selecting strategic planning (or really any software)

• Be honest with yourself about what sort of power you need, want, and can afford
• Ask yourself whether it's useful to only have a limited set of people able to access (most software is price per-user)
• Ensure the platform you choose works the way you want
• Ensure the platform you choose is designed for your size of organization
• Be on the lookout for other support and resources that provide your team value

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Andrea Young is the Founder and CEO of Donate Stock. Their mission is to transform charitable giving, by making stock gifting fast, safe, and free for all donors and recipients. We talk about the dynamics of giving stock, the benefits of giving stock (even if you're a modest investor), and the benefits of receiving gifts of stock if you're a nonprofit. Appreciated securities represent an entirely new funding source for most organizations. At no cost, nonprofits can claim their Donate Stock page and gain access to a suite of tools to facilitate stock gifting. Andrea says the effects are sometimes instantaneous for nonprofits.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Mickey speaks with Cindy Schipani, Merwin H. Waterman Collegiate Professor of Business Administration & Professor of Business Law at the University of Michigan. We talk about insider charitable giving, a "worryingly widespread" practice that is quite harmful. "Increasing civil and criminal penalties does not work as a successful deterrent if there is substantial ambiguity about what is illegal insider trading," says Schipani. "This ambiguity allows insiders to not only trade successfully but also to fend off attempts by the U.S. Securities and Exchange Commission and the U.S. Justice Department to discipline them after the fact." Our conversation covers the things nonprofits should be aware of when processing gifts of stocks and securities.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Visiting with Jonathan Shugart of B Charitable, an Alabama based nonprofit corporation. We talk about Donor Advised Funds and their benefit to both the donor and the recipients. B Charitable is a tax-exempt entity whose sole purpose is to house charitable gifting funds for individuals. In addition, the platform provides donors with financial peace of mind knowing that the funds collected on B Charitable can only then be donated to public charities. Different from other crowdfunding platforms, donations can not be spent by the individual collecting the donations.

Jonathan also turns the table and questions Mickey about the Nonprofit Snapshot.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

What do nonprofits need to know about looking at inclusivity within their organizations. We discuss multiple inclusion issues, what they mean for boards, and what inclusion means towards the mission of wanting to do good. We discuss:

• What is the real legacy of the nonprofit?
• Should a mission be designed to outlive its board members?
• What happens when you have diversity but not inclusion?
• Demonstrating ROI on inclusion efforts.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Dr. Johanna Moya Fábregas visits the SnapCast. Dr. Fábregas is the Executive Director of Con Mi MADRE, a nonprofit dedicated to empowering Latina girls and their loved ones through education and emotional support. We talk about Texas State Bill-Seventeen, which is known informally as “the anti-DEI law,” shutting down diversity, equity and inclusion offices like university LGBTQ+ centers. Among the things we discuss:

• SB-17 is changing the nonprofit landscape, it's important to "SB-17 proof" your organization
• Difficult decisions must be made when you lead a nonprofit and the important thing is looking at the big picture and moving towards the decision that will ensure sustainable growth
• Even during difficult times, the goal is to continue supporting all participants to the best of our ability
• How can an organization that's run for 20 years continue to run for the next two decades?

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Mickey visits with Annie Scranton of Pace Public Relations to talk about nonprofit visibility and community building.

According to the National Center for Charitable Statistics (NCCS), there are over 1.5 million nonprofit organizations registered in the United States. With so many nonprofits, many of them trying to achieve the same goal, it can be challenging to gain visibility, build your community, and increase your donor base if your audience doesn't even know you exist. Using her client Concern World Wide U.S. as a case study, Annie dives into why every nonprofit should build a thought leadership program for their organization, how they can achieve it, and how this strategy put Concern Worldwide U.S. on the map. We also discuss what PR strategies you can incorporate to help you successfully pitch yourself to the media, how to leverage local press to garner larger media coverage, and how this strategy can be used to build your community and increase your donor base.

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Chelsea Brasted, General Manger of Sidecar Global, speaks with Mickey about Sidecar and the niche they fill in the nonprofit space. We discuss:

• Sidecar's niche in the nonprofit space (membership-based orgs) and target audience
• What makes Sidecar different from other professional development options (learning as a team, etc.)
• Learnings about virtual events (we've been hosting our virtual conference, SURGE, since before the pandemic began) 
• Trends for member organizations as we move beyond the pandemic 

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Our Fundraising Search is giving away a copy of Fundraising for All: What Every Nonprofit Leader Should Know. Visit the nonprofitsnapshot.org website and find the entry for this bonus episode to register to win. OR, register via this link:

https://forms.gle/R8FEkNwefxp5acbW8

One winner picked at random will be announced on December 1. Thank you, and good luck!

We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.