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Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact.

Formerly called the Raise & Engage Podcast.

The sgENGAGE Podcast Blackbaud, Inc.

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Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact.

Formerly called the Raise & Engage Podcast.

    Episode 135: Accountable Impact: A Model for Sustainable Mission Growth

    Episode 135: Accountable Impact: A Model for Sustainable Mission Growth

    Decision-making around directing philanthropic giving is an increasingly data-driven exercise. So, it’s more important than ever for social good organizations looking to attract investment to be able to quantify and communicate their defined outcomes and ability to efficiently and effectively achieve them. This is accountable impact.
    Today’s episode features an excerpt of a panel session at bbcon 2019 with John Cashman, Senior Principal Account Executive and Tony Boor, Chief Financial Officer at Blackbaud, Paul Preziotti, Principal at Johnson Lambert LLP and Traci Drake, Chief Philanthropy Executive at Fred Hutchinson Cancer Research Center. Listen in get an inside look at the 2019 Blackbaud Accountable Impact Study and to hear these experts discuss challenges and best practices around adopting a culture of accountable impact to drive support for your mission.
    Topics Discussed in This Episode:
    Background on Blackbaud’s 2019 Accountable Impact Study Why the sub-competencies covered in this study were chosen Finance benchmark competencies Funding transparency Promoting success from a financial perspective Communication between the finance function and non-financial managers Why so many nonprofits and social good organizations don’t feel enabled when it comes to technology The interconnectivity of people, processes, and technology Working with donors to fund capacity building needs Resources:
    John Cashman, Senior Principal Account Executive, Blackbaud Tony Boor, Chief Financial Officer, Blackbaud Paul Preziotti, Principal, Johnson Lambert LLP Traci Drake, Chief Philanthropy Executive, Fred Hutchinson Cancer Research Center 2019 Blackbaud Accountable Impact Study Quotes: 
    “The healthier an organization is in terms of vendor and credit management, the higher their overall competencies.” – John Cashman
    “Most of the individuals who are making the key decisions don’t have a financial background. Your role in finance is to provide that link, from the accounting information.” –Paul Preziotti
    “Technology is not a silver bullet. If you don’t have properly trained people, and you don’t have good processes, technology’s not going to solve it.” –Tony Boor

    • 18 min
    Episode 134: The Keys to Major Donor Cultivation

    Episode 134: The Keys to Major Donor Cultivation

    When you want the best information available, your best bet is to gather expert advice across a broad spectrum of professionals in the field you’re interested in. And that’s just what today’s guest has done. 
    Martin Leifeld, CEO of Martin Leifeld LLC, is the author of Five Minutes for Fundraising: A Collection of Expert Advice from Gifted Fundraisers, which shares tips from a wide range of social good professionals. Listen in to hear Martin’s discussion with host Steve MacLaughlin, which focused on building relationships with major donors and maintaining involvement and engagement with those donors over a period of years. 
    Topics Discussed in This Episode:
    Key pieces of wisdom for fundraising professionals who are just starting their journey into major gifts Building and nurturing long-term relationships with major donors Managing expectations within your organization about major donors  The 80/20 rule for donor relationships Strategies for attracting and engaging with different types of donors Resources:
    Martin Leifeld
    Five Minutes for Fundraising video series
    Supporters in Sight: A Look at Affluent Donor Personas
    Top Event Strategies for Major Donor Cultivation
    Using Nonprofit Data to Find Your Next Major Donor
     Quotes: 
    “The book overall really focuses on major gift engagement – major gift engagement for professionals and volunteers.”
    “You have to educate your executives, you need to educate your board, you yourself perhaps as an executive director or significant volunteer or having the fundraising responsibility – you have to be educated.” 
    “It’s very rare that there’s some kind of shortcut where a gift mystically magically appears at our doorstep that can change the course of our organization.”

    • 22 min
    Episode 133: Just Say "No" to Nonprofit Burnout

    Episode 133: Just Say "No" to Nonprofit Burnout

    This episode was originally published on April 18, 2018 as part of Blackbaud’s previous Raise & Engage Podcast.
    Burnout. We’ve all been there or know someone who has. While work-life balance can be difficult for anyone to maintain, professionals in the non-profit sector face certain challenges that put them at a greater risk for experiencing burnout. How can you prevent burnout on an individual level, and how can an organization’s leadership help prevent employees from experiencing burnout?
    Today’s guest is Beth Kanter, consultant, trainer, and author of the book, The Happy, Healthy Nonprofit: Strategies for Impact Without Burnout. Listen to today’s episode to hear what Beth has to say about burnout, why nonprofit employees are at risk for burnout, and how it can be prevented.
    Topics Discussed in This Episode: 
    What the term “burnout” means in the nonprofit sector and why it happens to nonprofit workers The stages of burnout How passion for a cause can be related to burnout How to recognize the symptoms of burnout How leadership can prevent burnout in their team The effect that the workspace can have on employee wellbeing The Pomodoro method for focusing How mobile phones and other devices can affect the feeling of burnout Different methods of self-care How to be inclusive of remote team members and keep them engaged First steps organizations and individuals can take to avoid burnout Resources:
    Beth Kanter
    The Happy, Healthy Nonprofit
    Quotes:
    “I think we work in a field where scarcity mindsets lead. We don’t have enough staples in our staplers, or we don’t have enough staff, so I think this leads to trying to compensate by overworking.”
    “Well-being is not something that’s foisted onto employees, right? They have to be engaged in it.”
    “Start where you are, use what you have, do what you can.”

    • 28 min
    Episode 132: Creating an Email Welcome Series

    Episode 132: Creating an Email Welcome Series

    So you’ve gotten that first donation, now how can you retain that donor? A welcome series is what should be next. An email welcome series is different from a thank-you email, a newsletter, or other types of ordinary supporter email communications. Getting the email welcome series right can take effort, and it may be more important than you think. 
    In today’s interview with sgENGAGE Podcast veteran and Blackbaud University instructional designer Jocelyn Wright, you’ll learn more about why a welcome series is important, why they are valuable even in an email overload world, and what the best practices are for developing an email welcome series. 
    Topics Discussed in This Episode:
    What a welcome series is Why you should send a welcome series Statistics about how supporters interact with welcome series The recommended cadence for sending welcome emails Whether different types of supporters need different welcome emails Best practices for developing welcome emails The type of information to include in a welcome series Resources:
    Jocelyn Wright
    Blackbaud University Organizational Best Practices Curriculum
    The sgENGAGE Podcast Episode 116: Storytelling 101
    Quotes: 
    “It’s actually a great way to get information in front of supporters in a format that’s more likely to be clicked on and more likely to be opened and interacted with.”
    “This isn’t something where they’re getting a message from you every single day for 3 days and then you’re done.”
    “Another thing to keep in mind with welcome series is they’re a great opportunity for experimentation, and you really should be testing different things out and seeing what works.”

    • 17 min
    Episode 131: Tips for a Successful Direct Marketing Program

    Episode 131: Tips for a Successful Direct Marketing Program

    Direct marketing is an important part of any social good organization’s strategy, but it’s critical that the program is well designed and reaches the right people with the right messages. Have you found yourself asking how to better use analytics to help drive your direct marketing strategy and measure results? That’s what today’s guest is here to talk about. 
    John Wilburn, director of direct response for the National Park Foundation, joined guest host Christine Newman at bbcon to talk about how being data-driven and open to innovation has helped him develop a successful direct marketing program at the organization. Listen in to hear what John has to say about deciding which marketing ideas to test out, choosing which metrics to follow, and getting others in the organization on board with your ideas. 
    Topics Discussed in This Episode:
    What is direct marketing? How to decide which ideas to test Examples of ideas that worked well for the National Park Foundation Experiments John tried that didn’t work well How John uses analytics to drive strategy and measure results How to choose what metrics to follow Getting started using analytics Advice for getting the buy-in from others in the organization  Resources:
    John Wilburn
    Article: What Fundraisers Can Learn from Direct Marketing
    The Next Generation of American Giving
    Quotes: 
    “If you start seeing it enough from different nonprofits, that might be a good idea to try for yours.”
    “For us, national parks really are the capital N capital P parks across the big vistas such as Grand Canyon, Yosemite.”
    “I think big data’s sort of gone away in terms of the lexicon, it’s more about smart data, and that can be actually small data can be a smart data point.”

    • 10 min
    Episode 130: Setting Your Organization Up for Fundraising Success in 2020

    Episode 130: Setting Your Organization Up for Fundraising Success in 2020

    The new year is always a time for planning and looking ahead, and that’s true for organizations as well as individuals. Whether January marks the beginning of your fiscal year or the midpoint, creating a fundraising plan for 2020 will help you be more successful in attracting new donors and retaining existing ones. 
    Today, Tanya Fitzgerald, senior marketing manager at Blackbaud, joins the podcast again to talk to host Steve MacLaughlin about the key aspects to a plan that sets your organization up for success. Listen to the episode to hear what Tanya has to say about what fundraising teams should be looking at, how they should think about giving in 2020, and how technology fits into the picture. 
    Topics Discussed in This Episode:
    What metrics fundraising teams should look at to improve performance in 2020 How to bring 2019 end-of-year donations into your 2020 plan Managing communications according to the donor pyramid Showing donors what their gifts accomplish The importance of consistent messaging across channels in fundraising Personalizing donor communications for increased engagement Looking ahead with donor stewardship plans How technology fits into the picture for 2020  Resources:
    Tanya Fitzgerald
    The Explorer from the Blackbaud Institute 
    The Connected Office: Your Guide to Creating a Cohesive Constituent Experience
    Quotes: 
    “You need to really look into those numbers and those percentages and have them to set your goals.”
    “It’s so costly to obtain that first-time donor, so you’re going to want to keep them and get them turned into an annual donor.”
    “I really think that transparency is important. These guys want to see inside of your organization as much as possible.”

    • 15 min

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