The Nonprofit Show – Details, episodes & analysis

Jen Boland, founder of Boland Solutions, talks about the strategic application of incremental testing to enhance nonprofit fundraising efforts. The discussion centers on how nonprofits can use data-driven approaches to optimize their marketing strategies, particularly by employing incremental and lift testing.

Watch on video!

Jen begins this engaging conversation, with host Julia Patrick, by explaining her background and the focus of her work, explaining how many organizations overvalue certain marketing channels, particularly those that are more about demand capture rather than demand generation. She stresses the importance of correctly interpreting data to ensure that fundraising efforts are effectively allocated. Jen says, "Overvaluing channels that really are demand capture channels and not demand generation channels... probably over investing in the wrong tactics and under investing in the right tactics."
The conversation then explores the BEATS model, a framework Jen adapted from the for-profit sector, which stands for Business Financials, Experiments, Analytics, Technology, and Surveys. The model is designed to help nonprofits better understand the incremental value of their marketing efforts. A key part of the discussion is on the role of experiments, particularly lift testing, which involves testing different marketing strategies to determine their true incremental value. This is crucial because traditional metrics like last-click attribution can often be misleading. As Jen notes, "If we don’t test into higher spend, if we don’t test into different types of creative, we will never know the true incrementality of our marketing efforts."
The talk between the two highlights the challenges nonprofits face in accurately measuring the effectiveness of their marketing channels. Jen speaks about the use of simple tools like Excel to conduct these tests, arguing that even smaller organizations can benefit from these insights. She encourages nonprofits to challenge their assumptions by conducting withholding tests, particularly on branded paid search ads, to see if these expenditures are truly necessary or if they could be better allocated to more effective channels.
This informative episode provides nonprofit professionals with a comprehensive overview of how to apply incremental testing to their fundraising strategies. By adopting a data-driven approach, nonprofits can make more informed decisions that ultimately lead to more efficient and effective fundraising outcomes.  Learn more from Jen at BolandSolutions.com

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

Preparing for your annual performance review is a critical process that can shape your career trajectory, especially in the nonprofit sector as a fundraiser. It involves setting clear goals, documenting your achievements, advocating for yourself, identifying growth opportunities, and maintaining open lines of communication with your supervisor. During this episode of Fundraisers Friday, cohosts Julia Patrick and Tony Beall offer guidance on how to approach this important conversation.

Watch on video!

Start Early: The Importance of Goal Setting 

Tony starts with emphasizing the necessity of setting clear goals and objectives well before the review process begins. Without a defined set of expectations, it’s challenging to have a meaningful discussion about performance. Whether you’re working in a small nonprofit or a larger organization, having these goals in place is crucial. If your organization doesn't already have a structured review process, Tony advises taking the initiative to propose one. 

Documenting Achievements: Keep Track of Your Successes 

Throughout the year, it's essential to document your accomplishments and any challenges you've faced. This practice not only helps in preparing for your review but also ensures that you can accurately reflect on your performance. Tony suggests maintaining a folder—whether digital or physical—where you collect evidence of your achievements, such as meeting fundraising goals or overcoming donor obstacles. This can provide concrete examples of your contributions. 

Self-Advocacy: Be Prepared to Highlight Your Value 

One of the big tips from the discussion is the importance of self-advocacy during the review process. Julia and Tony both stress that you should not be afraid to "get your own flowers"—in other words, to recognize and promote your successes. This includes preparing a self-assessment that not only lists your achievements but also explains the strategies and efforts that led to those successes. This approach can help counter any perceptions that your success was merely due to luck. 

Addressing Challenges and Seeking Development Opportunities 

Another important aspect of the review process is identifying areas where you can improve and seeking out professional development opportunities. Tony encourages us to be proactive in suggesting solutions and asking for the resources we need to grow. This could include training programs, mentorship, or other forms of professional development that will help you excel in your role and contribute even more effectively to your nonprofit. 

Handling Feedback: Preparing for Criticism 

Receiving feedback can be daunting, and Tony offers that the best review processes are those where there are no surprises. By having ongoing conversations with your supervisor (s) throughout the year, you can ensure that you’re on the same page regarding your performance. This regular communication reduces the likelihood of unexpected feedback during your annual review and helps you approach the process with confidence. 

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

A conversation centering on the importance of efficiency in nonprofit organizations that serves as a reminder for nonprofit leaders to prioritize operational efficiency, not only to improve internal processes but also to better serve their communities and stakeholders. As the guest, Dylan Bassett, CEO and founder of Department One Solutions puts it, “It's about making things better and faster so that more work can get done, and ultimately, more good can be delivered.” 

Watch on video!

Dylan Bassett, whose consultancy specializes in aiding small, community-based nonprofits, talks about the need for operational transformation. He explains that many nonprofits, despite their dedication to their mission, often suffer from inefficiencies that limit their effectiveness. "Nonprofits sort of forget that they are businesses as well," he points out,  a common oversight in the sector. This neglect can lead to what he refers to as "tech debt," a situation where temporary solutions compound into bigger problems over time. 

Dylan shares his experience working with nonprofits that often tolerate inefficiencies, leading to a less effective use of resources. He mentions, "When nonprofits have strong operations, they have a higher capacity for work and thus mission delivery," which connects to the direct correlation between operational efficiency and mission success. This efficiency not only enhances productivity but also makes nonprofits more attractive to donors who want to invest in organizations that can deliver results effectively. 

The fast-paced conversation also covers the importance of ‘digital maturity’ and the need for nonprofits to adopt better processes and technology.  Dylan encourages nonprofits to view operational transformation as an ongoing process, rather than a one-time fix. He suggests starting with a thorough audit to identify pain points and areas for improvement, a process that can significantly enhance a nonprofit's ability to manage workloads and increase impact.  A great learning episode for NPO’s struggling to get things done!!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

The role of a fundraiser extends far beyond mere solicitation; it's about fostering a culture of philanthropy, building trust, and creating lasting impacts. Ken Phillips, named the Association of Fundraising Professional’s “2024 Fundraiser of the Year”, embodies these principles with remarkable distinction. In an insightful conversation with host Julia Patrick, Ken shares invaluable perspectives on the evolving landscape of fundraising and its profound significance in shaping a better world.

Ken brings to light the critical role of fundraisers in catalyzing positive change. With over four decades of experience, Ken epitomizes the transformative power of fundraising, grounded in a profound belief that it builds a better world, stating, "Raising money for good programs that help people and giving donors something of value... as a fundraiser, you're helping two worlds."  His journey began with a deep-rooted passion for social impact, shaped by childhood influences and a commitment to excellence instilled by his parents. Through various roles in esteemed organizations like Isaac, Save the Children, and Plan International, Ken orchestrated remarkable growth, tripling incomes, and spearheading innovative strategies. 

Throughout the fast-paced discussion, Ken points to the imperative of organizational cohesion, advocating for a holistic approach to fundraising. He advocates for a shift towards 'total organization fundraising,' where every member is empowered to champion the cause.  He challenges the status quo, highlighting the pressing need for internal communication and professional development within fundraising teams. By fostering a culture of philanthropy and nurturing internal talent, Ken envisions a future where fundraisers are truly catalysts of change, driving sustainable impact worldwide.   

As a leader in the nonprofit sector, using strategic foresight, collaborative teamwork, and unwavering persistence, Ken Phillips exemplifies the transformative potential of fundraising in shaping a world defined by compassion, equity, and opportunity.

Watch on  Video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

The transformative power of technology in leveling the playing field in nonprofit finance. Jackie Tiso, CEO of JMT Consulting, discusses finding answers to finance-tech questions for nonprofits. Jackie shares JMT Consulting's remarkable journey as a remote company serving nonprofits for over 30 years and elaborates on the evolution of technology and its impact on nonprofit operations, stressing the importance of financial management over traditional accounting practices. She speaks to the significance of seeking expertise from various sources, including online resources, conferences, and partnerships with specialized consultants. Jackie outlines how nonprofits can embrace the integration of diverse tools and expertise, emphasizing collaboration over competition in the sector. She explores the challenge of keeping pace with rapid technological advancements and advocates for a disciplined approach to continuous learning and knowledge sharing within the nonprofit community.

Watch on Video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

Preventing fraud in nonprofit organizations, with key strategies and actionable tips, for organizations to mitigate risks and maintain financial integrity. In today's digital age, nonprofit organizations face an array of challenges, including the looming threat of fraud. Jennifer Alleva, CEO of Your Part-Time Controller, sheds light on implementing robust strategies to safeguard against fraudulent activities, outlining the role of internal controls, proper oversight, and proactive measures in mitigating risks. As she aptly puts it, "Fraud happens too often, and nonprofits are not immune to it."

Jennifer begins by explaining the misconception that nonprofits are inherently safe from fraudulent activities, highlighting real-life cases where organizations fell victim to internal and external threats. From cyber risks to insider fraud, she stresses the significance of a vigilant approach, starting with establishing a culture of integrity and accountability at the top. Jennifer offers, "A top-down approach is essential, with the board and executive management setting the tone for ethical conduct and robust internal controls."

Continuing, Jennifer gives insights into preventing fraud, including the necessity of background checks for personnel involved in financial management and the importance of segregating duties to avoid concentration of power. She emphasizes the need for regular financial reporting and analysis, urging board members to actively engage in monitoring financial activities. Jennifer suggests, "Board members have a responsibility to ask questions and seek clarity on financial matters, regardless of their expertise."

In the digital realm, Jennifer warns against complacency and urges organizations to stay informed and proactive. She highlights the growing threat of cyber fraud, such as phishing attacks, and emphasizes the importance of continuous education and awareness among staff and board members.

You’ll learn how preventing fraud is not just about mitigating risks but also about fostering organizational resilience and trust. By implementing robust internal controls, maintaining transparency, and fostering a culture of accountability, nonprofits can safeguard their financial integrity and fulfill their missions effectively.

Watch on Video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

Nonprofit’s asked; Are donors always right?  Why don’t nonprofit’s pay commissions? How should fundraisers cover expenses? Should nonprofits apply for as many grants as possible?

The host, with guest host LaShonda Williams, from Fundraising Academy, addressed these topics with expert insightful responses, focused on strategic thinking in nonprofit fundraising. They emphasize the need for alignment between grant applications and an organization's existing programs, highlighting the potential wastefulness of pursuing grants unrelated to their mission. LaShonda also provides practical advice on ethical fundraising practices, including the significance of donor and fundraiser rights, while cautioning against toxic donor relationships. Furthermore, she points to the value of clear communication and due diligence in grant writing and expense management, stressing the importance of fiscal responsibility and ethical conduct in the nonprofit sector. Additionally, LaShonda and Julia promote the upcoming Cultivate conference, designed to empower professionals at all levels within the nonprofit landscape and offering actionable insights into effective fundraising strategies.

Watch on Video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

The role of a Board Treasurer in a nonprofit extends beyond accounting tasks to encompass strategic financial oversight, transparency, and accountability. By prioritizing timely financial reporting, active engagement in budget discussions, and promoting transparency, treasurers play a pivotal role in safeguarding the nonprofit’s financial stability and mission fulfillment.

Jackie McLaughlin, a CPA with Chazin and Company, begins by dispelling the myth that only finance professionals can serve as treasurers. She points to having common sense as the key requirement, stating, "If you can run your own personal finances, you have enough common sense to be a treasurer." Fiduciary responsibility, often perceived as complex, is simplified as acting in the best interest of the organization, akin to a parent making decisions for their child.

Jackie outlines the treasurer's role in financial oversight, distinguishing it from hands-on accounting work. Treasurers primarily review financial statements and budgets, asking critical questions to ensure financial health. They collaborate with finance committees and executive directors to assess budgets, review financial reports, and make strategic decisions. Jackie emphasizes the importance of timely financial reporting, advocating for monthly financial statements and quarterly board reviews to detect and address issues promptly.

Jackie also speaks to transparency and accountability in financial management, emphasizing that nonprofits must be transparent with their financial information, including making audited financials and tax returns publicly available. She encourages regular financial communication and stresses the treasurer's role in scrutinizing budget variances and ensuring corrective action is taken when necessary, sharing a cautionary tale about the repercussions of neglecting financial discussions within the board. She recounts a scenario where a nonprofit's financial performance declined due to the board's habit of hurriedly reviewing financials. Moving financial reviews to the top of the agenda led to more focused discussions and accelerated efforts to address financial challenges.

This informative session will give your nonprofit logical comfort and direction on the duties and roles of board treasurers.

Watch on Video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

Key aspects of nonprofit messaging and connecting with nonprofit’s audiences, including defining clarity in messaging to create lasting connections, and strengthening nonprofit's organizational impact, with Jordana Merkin, CEO and founder of Voice for Good Marketing.

Jordana begins with the essence of clear messaging by stating, "Clarity creates connection." She emphasizes the significance of defining an organization's mission, target audience, and core values to effectively communicate its purpose, which guides organizations in uncovering the emotional core of their work, enabling them to resonate with their audience on a deeper level.

Suggesting a strategic approach to crafting messaging guides, emphasizing the alignment of mission, vision, and values, Jordana points to the importance of consistency in messaging across all communication channels, allowing organizations to maintain authenticity and reinforce their brand identity. Additionally, she stresses the value of maintaining continuity, especially during periods of transition, to ensure clarity and coherence in messaging.

Jordana then addresses the challenge of engaging diverse audiences while maintaining a cohesive message. She advocates for organizations to prioritize authenticity over universal appeal, acknowledging that not every individual or group will align with their mission and values. By focusing on resonating with their core supporters, organizations can cultivate meaningful connections and foster long-term relationships. In her words, “Show me you know me”.

Jordan gives strong encouragements for organizations to embrace their unique identity and values, even in divisive times. She advises against diluting messaging to cater to every audience, emphasizing the importance of staying true to core principles, whilst acting on strategic communication that addresses relevant issues and staying aligned with your nonprofit’s overarching mission and values.

Watch on Video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show

The benefits of strategic volunteer management for nonprofits, ranging from enhanced organizational reputation to increased community engagement. Insights on the intricate dynamics of volunteer-staff interactions, emphasizing the importance of thoughtful planning and effective communication in leveraging volunteer resources for nonprofit success, with Dana Scurlock, the Director of Recruitment from Staffing Boutique. With over a decade of experience in nonprofit staffing, Dana offers valuable insights into the dynamic relationship between volunteers and staff in nonprofit organizations.

Dana emphasizes Staffing Boutique's exclusive focus on the nonprofit sector, serving clients ranging from small to mid-sized organizations in the New York City metro area and beyond. She highlights the firm's role in identifying candidates for temporary assignments or direct hire placements, alleviating the recruitment burden for nonprofit hiring managers.

One key aspect Dana addresses is the cost-benefit analysis of utilizing volunteers within nonprofit organizations. She acknowledges the crucial role volunteers play in certain operations, such as running soup kitchens or food pantries, but also emphasizes the need for strategic evaluation, especially in grant-making bodies where volunteer staffing might be less feasible.

Dana points to the importance of professional volunteer management, particularly in smaller organizations that may lack dedicated volunteer coordinators. She suggests formal orientation processes to ensure volunteers feel valued, welcomed, and equipped to contribute effectively to the organization's mission.

Dana also describes the potential for volunteers to serve as ambassadors for nonprofits, spreading awareness and championing their causes within their networks. She stresses the significance of offering volunteers meaningful experiences, whether through skill development opportunities, networking prospects, or resume-building activities.

Watch on video!

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: [email protected]
Visit us on the web:The Nonprofit Show