Our Guest: Chris Barlow, Founder of Beeline (Marketing for Nonprofits)  About Chris: Chris started Beeline in 2015 and is happy to have found his niche in the marketing world of nonprofits. He knew he wanted his work to be impactful, and after helping one nonprofit, the snowball effect of helping others led him to where he is today. [2:40] Google Ad Grants defined  [5:20] Relevance of keywords  [7:25] Common challenges NPOs face in Google Ads   [11:15] Overcoming Google Ad Grant challenges “If you’re offering people something they’re looking for, and it gives them a reason to subscribe, now they’re suddenly on your email list and you can start building a relationship with them, doing that donor nurturing.” - Chris Barlow (13:57) [15:44] How Beeline helps nonprofits improve web traffic   [19:40] Digital marketing & Google Ad Grants  [23:08] Creative success story More About Chris: LinkedIn        |         Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn

Our Guest: Kelsey Buell, Founder, You Flourish Company About Kelsey: From a career in recruiting to one in nonprofits, Kelsey found her niche in coaching people in connecting, reflecting, and prospering in life and business. She founded You Flourish Company to help individuals and corporate teams do just that. [2:00] Defining burnout, how it differs from stress  [4:35] “I think the moment we start noticing our behavior is changing a little bit, that might be a sign we’re on this track to burnout.” - Kelsey Buell[5:26] Difference between burnout and depression   [6:18] 4 Pillars of Burnout [7:05] Common threads of burnout in nonprofit space  [9:30] SW, SW, SW, SW, Next - Formula [11:40] Creating a healthy, fulfilling work life  [15:20] What to do if you reach the point of burnout   [17:48] The effect(s) of Covid on burnout in work  [21:42] Goal segmentation importance in preventing burnout   [22:50] Resources  FREE GUIDE - Top 10 Ways to Prevent Burnout Burnout: The Secret to Unlocking the Stress Cycle Essentialism Women's Goal Setting Summit - January 12th 2024  More About Kelsey: LinkedIn        |         Website To Connect with Beyond the Donation Podcast: BTD Podcast    DonorDock LinkedIn   Matt LinkedIn

Our Guest: Brianna Ruloma, Community Boost About Brianna: Passionate about making connections with other people, Brianna has been involved in nonprofit work most of her life. Ending up in marketing came as a surprise but has been a role she has embraced and grown in, enthusiastically helping NPOs using the accelerator program.  [2:40] Community Boost event involvement [3:25] Accelerator Program  [5:00] Biggest hurdles in nonprofit marketing strategies [7:27] "MUST” low hanging fruit for NPOs to utilize [8:50] Google Ad Grants [12:00] Measuring Marketing ROI [14:16] Data Tools & A/B Testing  [16:02] Supporter Journey Map [19:25] Encouragement for you! More About Brianna: LinkedIn        |         PDF: 1 Person Marketing To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn

Our Guest: Ryan Goodman, Entrepreneur/Philanthropist/Investor About Ryan: Ryan is an accomplished businessman, active serving on various boards and involved in the philanthropic space. He considers himself a “serial entrepreneur”, with a wide range of business and investing experience. Outside of his career involvement, he serves on various boards, volunteers, and invests his time in his community. [4:00] Why Ryan believes in DonorDock  [6:29] Focus in an organization from a board member’s perspective  [9:30] How board members can increase an organization’s impact [12:00] Be and stay informed [13:35] “When you’re signing up to be on a board, you’re a part of that leadership team. You have a responsibility to be able to represent that organization well.”  - Ryan Goodman[13:50] When Executive Directors Transition  [16:02] Donor Advised Funds  [20:28] Endowment Funds [24:00] Ryan’s advice for engaging with organizations  More About Ryan: LinkedIn   To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn

Our Guest: Austin Hattox, Pixel Lighthouse founder About Austin: Through his company, Austin helps nonprofits create maximum impact with their website. Handling design, messaging, and programming, they help nonprofits put their websites to use for community engagement and implement their impact strategy. [2:13] Challenges NPOs face in website messaging [4:10] Process of determining best site strategy for a nonprofit  [5:58] Website Visibility vs. Social Presence Visibility  [7:15] Austin’s journey from for-profit to nonprofit work [8:25] Retargeting practice [9:05] Priorities of NPO website work  [10:25] AI use for nonprofit ideation (& emojis!)  [11:35] Tips or best practices for organization story communication [14:03] For-profit and nonprofit differences [16:10] Pixel Lighthouse standard working partnerships [17:05] Value for nonprofits to deploy an engaging website [18:20] Package or Custom approach to website development [20:00] Tips for website improvement you can implement today More About Austin: LinkedIn          Pixel Lighthouse             Mistakes Guide To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn

Our Guest: Pat Duffy, Co-Founder of The Giving Block About Pat: Pat’s background wound around an unconventional path to get him where he is today, co-founder of The Giving Block and working heavily with cryptocurrency. The Giving Block sets up nonprofits to take non-cash (cryptocurrency) donations in real time. They also help NPOs actively fundraise in a cryptocurrency market. (2:08) Introduction to/about cryptocurrency (4:19) Differentiating between types of cryptocurrencies (6:00) Navigating volatility (“The volatility fear, is – to nonprofits – an illusion.” - Pat Duffy) (8:54) The Giving Block process summed up (10:45 Security aspect of cryptocurrency donations “If you’re willing to accept dollars, you’re willing to accept a lot more risk than accepting something like Bitcoin.” - Pat Duffy (14:35) [14:50] The value in NPOs receiving cryptocurrency donations (The average gift size for cryptocurrency donations is $6,500.)[18:00] Noncash donations other than cryptocurrency [22:30] How The Giving Block is Insulating nonprofits from complexity of noncash donation receiving  [25:55] Pricing models More About Pat: LinkedIn                The Giving Block Website To Connect with Beyond the Donation Podcast: BTD Podcast DonorDock LinkedIn Matt LinkedIn

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

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

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

Our Guest: Dave Norris, CEO of ProofPact About Dave: Dave is a former digital agency owner who found himself eventually working exclusively with nonprofits. It was then he recognized the importance of social proof and storytelling for nonprofits, with the result being the creation of ProofPact. (2:00) Common theme in struggles of nonprofit storytelling (3:06) Storytelling across multiple platforms “Lift up your community and be inclusive of your community, and when you do that, you are essentially creating content they’re going to want to share and socialize themselves to. Opening that door is really powerful.” - Dave Norris (5:25) Platforms/mediums with the best results (7:57) Mastadon, a decentralized social network (9:10) Measuring effectiveness of story marketing [12:15] AI’s potential for helping nonprofits [15:25] AI & Post-donation follow-up [18:00] Effectiveness of AI with users [19:25] Concerns with/about AI Dave’s Pro Tip: Don't be afraid to lean on your community. Don’t be afraid to ask them for things (donations, sure) and ask them for their story.  More About Dave Norris: LinkedIn            ProofPact          BoldCrow To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn

Our Guest: Rob Burke, CMO of DonorDock About Rob: Rob is the Chief Marketing Officer of DonorDock, having spent the last two decades in the marketing world. He developed a passion for photography and video at an early age, which spurred his entrepreneurial venture using storytelling and helping companies share their vision. (1:45) How nonprofits can leverage video for storytelling (2:05) "If you are talking about yourself, it’s probably not the story. If you’re talking about the impact you’re making, the impact your customers are making, or the impact your community is making, that’s the story you should be telling.” - Rob Burke (2:35) Budgeting for quantity and quality of video storytelling (4:28) Other ways to share the story (5:28) Determining and prioritizing where to air content [7:55] Donor Engagement Ebook [9:50] AI & Storytelling Rob’s Pro Tip: With storytelling effectively, every story has a binary action – a positive and a negative. If you can change from that in your story, that’s what you need to care about. [16:38] Wrap-up point on importance of demographics of your donor base  More About Rob Burke: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn

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

Our Guest: Maddie Craig, Founder of Blue Cypher Bookkeeping About Blue Cypher Bookkeeping: Based in Fargo, ND, Blue Cypher Bookkeeping has a client roster from across the United States. From Maddie’s experience as a grant manager at a private foundation, she realized the need nonprofits had to organize their data and accounts record keeping and built her company around supporting that need. (2:13) Customer Snapshot (3:30) New Nonprofit Advice Golden BTD Nugget: “Surround yourself with the right people and the right resources that can help you... so you can run your organization the correct way.” - Maddie Craig (6:28) Tools for Nonprofit account recordkeeping  (8:28) Accounting software security (11:11) Differentiating NPO tools (13:54) Fund Accounting Maddie’s Pro Tip: “Start saving digital files.” Scanned receipts, bank statements, etc. using cloud-based software makes it easier to find documents you need when you need them.  More About Blue Cypher Bookkeeping: Website         Facebook        LinkedIn More About Maddie Craig: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn

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

Our Guest: Rachel Cardwell, Executive Director, Friends of the Children Central Oregon About Friends of the Children Central Oregon: While FOTC has been around for about 30 years, with the original chapter being founded in Portland, OR, Rachel has been with FOTCCO for the last five years. She is leading this chapter in the journey of it growing from startup mode to something more stable. Friends of the Children Central Oregon serves three counties and focuses on amplifying the voice of the children it serves in their various communities. (3:20) Explanation of the Model and function of FOTC (5:30) Only professional mentoring program currently in the country.  (11:30) Managing the pandemic (12:30) Moved into a virtual mentoring space, incorporating caregiver and parent outreach  (14:40) Philanthropic Windfall from MacKenzie Scott Foundation (14:58) “That may have been the best day of my professional career!” Golden BTD Nugget (18:52):  “Right after that feeling of relief came the weight of responsibility that we had to invest these dollars in ways that would make the biggest impact for youth in our region.” (22:00) Challenges FOTC OR is facing (25:30) More about working with private foundations Rachel’s Pro Tip: The most successful tool is in story-telling. The way you tell your story has to be compelling. Find the best story-teller on your team, and allow your donors to feel the part they play in your organization’s impact. More About Friends of the Children Central Oregon: Facebook        Twitter        LinkedIn        Instagram        Website More about Rachel Cardwell: Contact      LinkedIn More About Beyond the Donation: BTD Podcast     DonorDock LinkedIn     Matt on LinkedIn

Our Guest: Eddie Allen, Founder/CEO/Lead Guide of Pacific Northwest Fundraising. About Pacific Northwest Fundraising: After going through leadership training, Eddie landed on two main things. 1) he wanted to be involved with social services, and 2) be an advocate. This led to him pursuing a Development Director position with a nonprofit, then into founding PNW Fundraising. They specialize in what they call “Infrastructure Fundraising”.  (6:00) Foundational operation strategy of PNW Fundraising “No database, no donor development” - Eddie Allen (7:50) Navigating stigma against “spend money to make money” (13:37) Organization Evaluation & Giving Plan (15:44) “Even with what we named our podcast, ‘Beyond the Donation’, so much of fundraising happens after that donation.” - Matt Bitzegaio “Good relationship building is a key to good fundraising.” - Matt Bitzegaio (20:10) How PNW Develops Strategy E-book on Donor Engagement Golden BTD Nugget: (Regarding donor engagement) “You can still have a cup of coffee via Zoom.” - Eddie Allen 28:00 PNW Fundraising's reach across the nation Eddie’s Pro Tip: In thinking of potential economic downturn in 2023, plan to communicate with more mid-level donors. Also, have a low-cost entry level donation point in your organization to grow your donor base right now. More About PNW Fundraising: Facebook        LinkedIn        Website     How PNWF benefits nonprofits More About Eddie Allen: Contact        LinkedIn More About Beyond the Donation: BTD Podcast DonorDock LinkedIn Matt on LinkedIn

Our Guest: Grace Green, Partnership Success Specialist from Double the Donation About Double the Donation: Grace works with partners to establish meaningful technology providers to make matching gift automation a seamless process for organizations looking to take advantage of an existing resource that often goes underutilized. DTD is the leading provider for nonprofits raising more from corporate matching gift programs and volunteer grant programs, using 360 MatchPro. (2:20) Matching Gift Program 101 (4:19) How Corporate Matching is a Win-Win (5:35) Number of Companies on Record for Matching Employee Gifts (7:48) Types of Charities Implementing Matching Gifts (8:52) How to Get Started with Matching Gifts (11:07) How Money Comes in to Your Organization (13:04) Double the Donation Resources Available (16:13) Integrations with DTD (21:00) Bringing it All Home – Killer tip from Grace! Golden BTD Nugget: A great tip for someone who is looking to get started with matching gift programs in general, is just start asking donors where they work. “If you don’t ask, you don’t get. If you don’t ask, you don’t know.” - Grace Green Grace’s Pro Tip: Especially toward year-end, remember to go back through the year and look at other donations made that could possibly be eligible for a matching gift, if the donor is able to go back and submit to their employer. This is also another way to connect with donors and keep them engaged and up to date with your mission! More about Double the Donation: Website        LinkedIn         360 MatchPro More About Grace Green: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast       DonorDock LinkedIn        Matt on LinkedIn

Our Guest: John Fisher, Executive Director of Friends of the Children Fargo/Moorhead. About Friends of the Children Fargo/Moorhead: Founded in 2019 in Fargo/Moorhead. Serve children that are facing some of life’s biggest obstacles, by partnering them with adult mentors, or “Friends”.  (3:00) Plans for Staff in Fargo/Moorhead (4:34) Founding of FOTC FM Chapter (10:00) Strategy for Securing Funding (13:19) “I always use the word ‘team’, not ‘family’. Because we’re not a family. We’re a team, and I am unapologetic about that. I don’t fire family; I don’t hire family. I do hire and fire a team.” - John Fisher (14:50) Autonomy in a Chapter (19:07) Chapter Individuality (20:35) Pros and Cons of a National Organization Umbrella (22:35) Advice for Those in Similar Situations Golden BTD Nugget: Be a person of integrity and trust. Also, when you’re coming behind a founder, look under the hood. Make sure the organization you’re signing up to run aligns with your values. Look at the fine print, and know what you’re getting into. (26:45) Leading Philosophy (28:42) The Importance of a Good Development Hire (32:58) Brunch Event Insight (31:13) Lessons Learned from Primary Fundraising Events (39:00) Camaraderie in National Organizations John’s Pro Tip: It’s all about relationships. It’s looking past what the person can do for you and looking to who they are, and wanting to connect with them on that level.  More About Friends Fargo/Moorhead: Website        Instagram        Facebook        LinkedIn More About John Fisher: LinkedIn To Connect with Beyond the Donation Podcast: BTD Podcast        DonorDock LinkedIn         Matt LinkedIn

Our Guest:  Anna Larson, Development & Communications director at CCRI  About CCRI:  CCRI provides services for people with disabilities, using five different programs that currently support 450 people who need assistance. CCRI has 550 team members, 475 of whom are direct care caregivers, with 75 case managers and administrative staff. Fundraising team is four of those administrative team members, none of whom are able to be dedicated to fundraising full time. (3:57) Tablescapes Event: Equivalent to a "gala" event, but less formal. (10:55) Post Event Process following TablescapesOneCause Fundraising (15:40) Economical [Inflation] Impacts & Budget Planning Process (19:00) How to not oversaturate donors  Golden BTD Nugget: Find what works and what donors respond best to. Find what is most successful and focus on that rather than focusing on every available fundraising opportunity.  “We pick and choose what is the most successful for us and what hasn’t been as much so we’re not spending all our time and effort on something that isn’t going to be very fruitful.” - Anna Larson “Keeping good data and being good stewards of data is really important for modern nonprofits.” - Matt Bitzegaio Anna’s Pro Tip: A personal touch is so very important. Picking up the phone to call, thank, and update donors, inviting donors to see the impact of their donation, and keeping them informed by utilizing personal contact with individualized interaction is key.More About CCRI:FacebookTwitterLinkedInInstagramMore About Anna Larson: LinkedInTwitterTo Connect With Beyond The Donation Podcast:DonorDock on FB        DonorDock on LinkedIn        DonorDock on Twitter        Matt on LinkedIn

Episode description not available.