Beyond The Donation

DonorDock.com

It can be hard to focus on your mission with all the to-dos of running a nonprofit. Gain practical insights from industry leaders who will help you level up your nonprofit's impact. Listen in to the real-life conversations of key players with the CEO of DonorDock, Matt Bitzegaio, host of Beyond the Donation. read less
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Episodes

Enhancing Donor Journeys, an interview with Julia Devine
Feb 20 2024
Enhancing Donor Journeys, an interview with Julia Devine
In this episode of Beyond the Donation, host Matt Bitzegaio interviews Julia Devine from Devine Parker Consulting. Julia discusses her transition from a traditional nonprofit job to starting her own consulting business during the pandemic. She also outlines her firm's work which includes helping nonprofits create more meaningful donor journeys. Julia stresses the importance of understanding the donor's point of view, creating two-sided relationships that include recognition and relationship building, and leveraging technology. She also provides practical advice such as conducting regular informational interviews with stakeholders, testing and improving donation and engagement processes, and tracking key performance indicators. Julia concludes by highlighting new initiatives at Devine Parker, including an online course called Donor Flow Academy and a coming training program for nonprofit professionals considering a transition into consulting.00:24 Guest Introduction00:48 The Journey of Devine Parker Consulting02:51 The Evolution of Nonprofit Consulting04:38 Understanding Donor Journeys07:30 The Importance of Donor Data010:12 Effective Strategies for Building Donor Journeys13:06 Challenges in Creating Donor Journeys15:55“For donors, they don’t have to give you their money. So, if you’re just not streamlining and then cutting out those gaps and reducing the friction, you’re going to miss so many opportunities to engage people who are already raising their hand saying, “Hey, I want to support you, but you’re not letting me in.” 17:33 Measuring the Success of Donor Journeys20:28 Actionable Tips for Starting Donor Journeys24:31 Connecting with Divine Parker Consulting26:10 ConclusionResources:Donor Journey Map |Bundle Devine Parker and DonorDockTo Connect with Julia Devine:Instagram | Website | DonorFlow AcademyTo Connect with Beyond the Donation Podcast:BTD Podcast |DonorDock LinkedIn |Matt LinkedIn
Fundraising, Donor Management, and Nonhuman Philanthropy, an interview with Kat Lacefield, founder Just BeCause Consulting
Jan 16 2024
Fundraising, Donor Management, and Nonhuman Philanthropy, an interview with Kat Lacefield, founder Just BeCause Consulting
In this episode of Beyond the Donation, host Matt Bitzegaio has a conversation with Kat Lacefield, a veteran in the nonprofit sector, about the challenges of fundraising in nonhuman philanthropy. Kat shares her journey of diving into the nonprofit sector at a young age, volunteering and working for different organizations, and eventually specializing in fundraising. She discusses her growth in the field and the importance of donor management. Kat also discusses the concept of nonhuman philanthropy, which includes organizations focused on animals and the environment. She shares the distinct challenges they face and emphasizes the importance of story sharing for effective donor retention. [00:35] Introduction and Guest Background [00:44] Journey into Nonprofit Sector and Fundraising [03:15] Concept of Nonhuman Philanthropy [04:05] “At the end of the day, there's nothing that's really nonhuman because if we're supporting animals, we're also supporting humans. And for the environment, that's a very direct connection to be made with humans of if there's no environment to support us then there's no human societies and communities.” [04:46] “There is no such thing as nonhuman or human philanthropy. We’re part of an ecosystem. Each part plays its role.” [05:06] Challenges in Storytelling for Nonhuman Causes [07:11] “How do we talk about the importance of protecting a river? Try to get people to realize when they themselves have appreciated a river - childhood memories, a lot of nostalgia stories, how we feel when we go out and spend time out in nature.” [11:11] Unique Challenges Animal and Environmental Nonprofits Face [15:50] Importance of Donor Segmentation and Retention [20:19] “People tend to not organize their databases very well. For shelters or animal organizations, it’s thinking about all the connections that your donors have to your organization - a donor can also be an adopter or a foster family, a board member, or a volunteer. You really need to make sure that your list has as much information on this person as possible.”  [31:05] Advice for Nonprofit Leaders: Invest in your Fundraising and Development Strategy [32:48] Conclusion and Contact Information More about Kat Lacefield: Linkedin Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn
Creating a Culture of Giving--an interview with Julie Peterson Klein, Chief of Staff, EVP/Chief Culture Officer of Bell Bank
Aug 15 2023
Creating a Culture of Giving--an interview with Julie Peterson Klein, Chief of Staff, EVP/Chief Culture Officer of Bell Bank
Our Guest: Julie Peterson Klein, Chief of Staff, EVP, Chief Culture Officer of Bell Bank About Pay It Forward: Julie has been at Bell Bank for 24 years and shares her favorite part of her job is coordinating the PIF program. The PIF program started in 2008 and continues to this day. Each year, full-time employees are given $1,000 and part-time employees are given $500 to donate to a cause or nonprofit organization(s) of their choice. Bell has 2,000 employees in over 18 states who participate inthis program.(1:15) Introduction to and explanation of the Pay It Forward program(2:45) Leadership and employee commitment to the program “This year [2023] we’re celebrating 15 years and over $26,000,000 in giving.” – Julie Peterson Klein(3:25) How the program came into existence at Bell (5:18) Is there a favorite PIF story? (7:18) Does employee growth translate to enthusiasm growth?“It’s really purpose over paycheck. People want to come to work, come to a company, where they have a purpose and this Pay it Forward program has completely helped us with that.” – Julie Peterson Klein[10:50] Advice for nonprofits finding/vetting board members[13:35] Building relationships with corporate sponsors More About Julie: LinkedIn Pay It ForwardTo Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn
Navigating Negative Circumstances with Positive Results, an interview with Steve Johns, CEO of OneCause
Aug 1 2023
Navigating Negative Circumstances with Positive Results, an interview with Steve Johns, CEO of OneCause
Our Guest: Steve Johns, CEO of OneCause & Author of Fearless: Leadership Lessons at the Crossroads About Steve: In 2014, Steve moved to Indianapolis from Chicago, taking his 30+ years of financial management experience with him to join OneCause as their CEO. He enjoys his work and his family, especially as a new grandfather! (2:40) The book Fearless: Leadership Lessons at the Crossroads based on the experience of leading OneCause through the Covid19 pandemic (6:27) Leadership transparency & vulnerability “It’s almost like a paradox because people consider vulnerabilities sometimes to be a weakness, and I think that it really starts from a position of strength. You have to be strong enough to admit you don’t have all the answers.” - Steve Johns (9:50) Functioning in pandemic-pivots (13:40) Confidence amid chaos (15:15) OneCause, Nonprofits, and Donors overcoming together [16:38] Fundraising changes, evolution, and results from the pandemic [21:00] OneCause & DonorDock Integration The benefits & importance of data [25:00] Innovation emphasized Steve’s Golden Nugget: We have to tackle the donor retention issue, utilizing the golden rule. Be timely. Be responsive. Build relationship.   More About Steve: LinkedIn     Website     Leadership Book     Raise Conference To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn
An interview with Sami Bedell-Mulhern, Founder of The First Click
Jul 18 2023
An interview with Sami Bedell-Mulhern, Founder of The First Click
Our Guest: Sami Bedell-Mulhern, Founder of The First Click About Sami: Sami has been involved with the nonprofit space since 2006. She found her niche role helping small to medium-sized nonprofits with their digital marketing with her consulting. She loves helping organizations share their stories in a more impactful way. (3:30) The big mistake nonprofits make in their digital marketing (4:45) Nonprofits making an impactful web presence “Use your website to speak to the motivations of why the donors give... Speaking to the motivation of the visitor is critical.” - Sami Bedell-Mulhern (6:00) Tying your goals into your digital marketing strategy (7:01) The process of planning a website presence for an NPO (10:23) How to make your mission stand out  “Understand you do what you do in a way that is uniquely you, that that’s okay, and you’re running your own race.” - Sami Bedell-Mulhern [14:29] Where Sami recommends you start [14:43] NPOs & social media [16:21] Relationship among digital presence channels                  Canva for Nonprofits [18:49] Social media and donor retention [21:03] Dissecting the “promo kit” [23:23] Other ways NPOs can successfully market without a large team or budget More About Sami Bedell-Mulhern: LinkedIn             Digital Marketing Therapy Podcast               Website To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn
Roots Run Deep: Director Returns to His Alma Mater, an interview with Chris Larkin of San Diego State University
Jun 6 2023
Roots Run Deep: Director Returns to His Alma Mater, an interview with Chris Larkin of San Diego State University
Our Guest: Chris Larkin, Director of Development – San Diego State University About Chris: Chris is the Director of Development for San Diego State University covering Engineering, Business, and Athletics. Chris’ career has taken him along a journey from the private sector to business owner to major gift fundraising. As an alum of SDSU Chris is honored to finish his career at the place where it all started. (2:45) University Fundraising Team Structure (5:33) "I still celebrate each gift whether they give ten dollars or ten million. The act of giving is noble, and it’s acknowledging the act. That’s what it’s all about.” - Chris Larkin (5:45) Difference in Higher Ed Fundraising  (7:02) “Activity equals revenue. Keep that pipeline moving and things continue to happen.” - Chris Larkin (11:20) Discernment in allocating funds (12:00) “[Donor] Relationships have collapsed because expectations weren’t met, because the intent was separated from the reality.” - Chris Larkin (13:50) Systems, Automation, and Manual Intention (15:30) Importance of Data in Relationship Management (16:17) Biggest Challenge(s) (18:00) Advice for Nonprofit Relationship Strategies Chris’ Pro Tip: Building trust is so essential. Pick good staff and hang on to them, so those relationships can be built, and can last.  More About Chris Larkin & San Diego State University: Website         LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn
The Most Powerful and Underused NPO Tool: An Interview with Patrick Kirby of Do Good Better Consulting
May 2 2023
The Most Powerful and Underused NPO Tool: An Interview with Patrick Kirby of Do Good Better Consulting
Our Guest: Patrick Kirby, Founder of Do Good Better Consulting About Do Good Better Consulting: Patrick started Do Good Better as “a firm that helps nonprofits suck less at fundraising”, and he means that “with the most adoration”. The basics-of-the-basics is what Patrick loves helping NPOs master. Consulting, podcast, events, and Do Good YOUniversity are all plates Patrick is keeping spinning currently. (4:00) Five Day Fundraising Framework (7:25) "The last thing people remember is that handwritten thank you note.” - Patrick Kirby (9:30) “I have never, in the 20 years that I have been doing fundraising, never been punched in the face for calling to say ‘hi’ or ‘thank you’, and I’ve also never been punched in the face for asking for money.”  - Patrick Kirby (10:10) How to stay top-of-mind with your donors (11:00) A great question for donors (13:25) Do Good YOUniversity (18:40) Do Good Better on the road (22:15) Consulting Patrick’s Pro Tip: “Pick up the damn phone.”  Golden BTD Nugget: The power of picking up the phone and to convey your enthusiasm and gratitude with your voice is hard to throw off. Patrick’s Bonus Tip: Don’t wait until the end of the year to call people to say thank you. More About Do Good Better Consulting: Website         Facebook        LinkedIn More About Patrick Kirby: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn