Kari's Confessions

Kari Anderson
Kari's Confessions Podcast

Serving the nonprofit sector is a privilege. Leading a nonprofit organization is, (in my opinion), one of life’s greatest joys. And one of life’s greatest sources of heartburn. Where else can you both provide a critical service to your community and fill a key need in your market? While, simultaneously, be asked to work miracles on a shoestring budget and perform the roles of CEO and chief bottle washer. Leading a nonprofit is fulfilling, satisfying and more. It’s also lonely and isolating. Many leaders come into the role with limited onboarding, marginal orientation, and no manual to refer to as to “how to do the work”. You’re charged with leading this important organization, and not sure whom you can talk to when you need a an “offline” ear, or where to turn to ask for help. Join me, Kari Anderson, as I share my take on the nonprofit sector. In my 20+ years serving as a nonprofit Executive Director, I saw just about everything, and didn’t think I could be surprised. From bad board behavior to fundraising successes, well-meaning donors to entitled staff, no-show volunteers to successful community partnerships…I’ve got a story to tell! I love our sector – the “third” sector. I want to create a space where you feel welcome. Where you can breathe. A place where you can laugh and see yourself continuing this good work. Consider our time together a recipe comprised of the following ingredients: one part story, one part therapy, one part self-help and one part kick in the pants!

  1. AUG 23

    Business Strategies Nonprofits Can't Afford to Ignore

    In this episode, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting, shares critical insights on adopting successful business strategies within nonprofit organizations. With over 25 years of experience in leadership roles across seven organizations, Kari now focuses on coaching and consulting to help nonprofits build robust structures, systems, and practices. Kari tackles the reasons why many nonprofits struggle or fail and provides actionable strategies that nonprofits can adopt from the for-profit sector to improve their operations and impact. Key Episode Takeaways: Why Nonprofits Fail and How to Avoid It: Kari explores the alarming statistics around nonprofit failures and emphasizes the importance of planning, funding, and leadership training as key factors in overcoming these challenges. Applying Business Practices: Learn how adopting business principles, such as consistent evaluation, embracing an entrepreneurial mindset, and strategic planning, can significantly enhance the effectiveness and sustainability of your nonprofit. Regular Evaluation: Kari highlights the necessity of ongoing evaluation of programs, leadership, and operations to ensure your nonprofit remains relevant and impactful in its mission. Kari also delves into practical strategies nonprofits can adopt, such as: Evaluating Program Success: Regularly assess whether your programs still meet the needs of the community and have the funding to continue. Operating Efficiently: Avoid limiting access to necessary resources due to budget constraints—invest in technology and tools that improve efficiency. Embracing Innovation: Challenge the status quo, think creatively, and seek out cross-sector partnerships to expand your impact. Building a Strong Team: Be intentional about hiring and board recruitment, focusing on retention and professional development to maximize your nonprofit's potential. Marketing and Communication: Share your nonprofit's story and impact effectively, acknowledging the support of donors, volunteers, and partners. Kari emphasizes the importance of being accessible and transparent with stakeholders, including donors, partners, employees, and the community. She encourages nonprofit leaders to prioritize decision-making that balances immediate needs with long-term sustainability.   Resource Links: Follow Kari on your favorite streaming platforms, including YouTube, Apple, and Spotify. For additional resources on organizational storytelling and tools, follow Kari on Facebook, Instagram, and LinkedIn. Visit her website at Incite Consulting Group.

    8 min
  2. AUG 5

    Creating a Fund Development Plan: Ensuring Financial Resiliency for Nonprofits

    In Episode 19 of Kari's Confessions, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting, delves into the essential practice of creating a fund development plan. With 25 years of experience in leadership roles across seven organizations, Kari now provides coaching and consulting services to ensure nonprofits have the structure, systems, and practices to excel. Kari emphasizes the importance of having a concrete fund development plan to ensure financial resiliency. She provides a comprehensive guide to creating such a plan, highlighting the key elements and steps involved. Key Episode Takeaways: The Importance of a Fund Development Plan: Kari explains why having a written plan, rather than just ideas in your head, is crucial for financial resiliency. She underscores the significance of developing a plan that involves key staff and board members. Understanding the Current State of Giving: Kari discusses the Giving USA 2024 report, which shows that charitable giving in 2023 reached an estimated $557.16 billion. Despite the challenges posed by inflation, the data highlights the resilience of charitable giving. Fundraising vs. Development Work: Kari challenges traditional views on fundraising and development, explaining that fundraising is about raising money, while development focuses on growth and building authentic donor relationships. She encourages nonprofits to adopt a 360-degree approach to cultivate, ask, and thank donors. Creating a Culture of Philanthropy: A true fund development plan helps create a culture of philanthropy within the organization, prioritizing fundraising and aligning it with the overall strategic goals. Engaging the Board: Involving the board in the planning process ensures organizational accountability and helps the board understand the role of fund development in achieving the organization's mission. Steps to Creating a Fund Development Plan: Start with an Assessment: Conduct a SWOT analysis to evaluate current strengths, weaknesses, opportunities, and threats. Develop a Case Statement: Create a compelling argument to support your organization and programs. This internal document can be used for proposals, speeches, and publicity. Identify Funding Opportunities: Map out potential funding sources and prospects, focusing on areas for growth and partnership opportunities. Setting SMART Goals: Specific: Clearly define your goals. Measurable: Ensure goals are quantifiable. Achievable: Set realistic targets. Relevant: Align goals with your mission. Time-Bound: Set deadlines for completion. Resource Links: Follow Kari on your favorite streaming platforms, including YouTube, Apple, and Spotify. For additional resources on organizational storytelling and tools, follow Kari on Facebook, Instagram, and LinkedIn. Visit her website at Incite Consulting Group.

    12 min
  3. JUL 28

    Strategic Mid-Year Check-In: Ensuring Nonprofit Success

    In Episode 18 of Kari's Confessions, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting, focuses on the crucial practice of a mid-year check-in. With 25 years of experience in leadership roles across seven organizations, Kari now provides coaching and consulting services to ensure nonprofits have the structure, systems, and practices to excel. Kari emphasizes the importance of evaluating progress and setting realistic goals for the remainder of the year. She provides a structured approach to conducting a mid-year check-in, ensuring nonprofits stay on track and achieve their objectives. Key Episode Takeaways: The Importance of Pausing for a Mid-Year Check-In: Kari explains why it's essential to pause and evaluate progress, not only individually but also with your team. This reflection helps in understanding what has been accomplished and what still needs to be done. Assessing Financial Health and Strategic Priorities: Learn how to revisit your budget, address funding gaps, and reprioritize tasks. Kari highlights the importance of pulling out your strategic plan, utilizing board meetings for updates, and ensuring strategic priorities are shared team goals. Communicating Impact and Engaging Stakeholders: Mid-year is an excellent time to connect with donors, volunteers, and partners. Kari shares tips on gathering stories, metrics, and other tools to demonstrate your organization's impact and build excitement about future goals. Reviewing Fundraising Campaigns and Stewardship Plans: Evaluate your remaining campaigns, set timelines, address technology needs, and ensure effective donor engagement. Kari stresses the importance of showing appreciation to donors throughout the year to make end-of-year asks more comfortable. Revisiting Policies, Procedures, and Staff Engagement: Ensure your bylaws and policies are up-to-date, reengage board and staff members, and celebrate their contributions. Kari encourages one-on-one meetings with board members and social gatherings for staff to acknowledge their hard work. Examining Time Management and Personal Growth: Reflect on your own schedule, prioritize strategic goals, and assess your personal development. Kari suggests attending nonprofit association conferences to further develop skills. Taking Vacation Time and Preventing Burnout: Kari highlights the importance of taking time off and addressing burnout proactively.   Setting SMART Goals: Specific: Clearly define your goals. Measurable: Ensure goals are quantifiable. Achievable: Set realistic targets. Relevant: Align goals with your mission. Time-Bound: Set deadlines for completion. Resource Links: Follow Kari on your favorite streaming platforms, including YouTube, Apple, and Spotify. For additional resources on organizational storytelling and tools, follow Kari on Facebook, Instagram, and LinkedIn. Visit her website at Incite Consulting Group.

    10 min
  4. JUL 15

    Marketing Tips for Nonprofit Success

    In this episode, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting, shares invaluable marketing tips tailored for nonprofits. With 25 years of experience in leadership roles across seven organizations, Kari now provides coaching and consulting services to ensure that nonprofits have the structure, systems, and practices to excel. Kari emphasizes the importance of a cohesive communications and marketing strategy, regardless of the size of your organization. She discusses the challenges of piecemeal marketing efforts and the necessity of having a unified approach to prevent inconsistent messaging and confusion among stakeholders. Key Episode Takeaways: The Importance of Email Segmentation: Learn how to segment your donors effectively to customize messaging and improve engagement. Kari highlights the benefits of using donor software platforms and provides tips for defining your audience based on various donor traits. Tips to Make Your Emails Pop: Discover essential tips for creating compelling and mobile-friendly emails. Kari shares statistics and insights on the effectiveness of personalized emails and the importance of regular, intentional communication. Website Checklist: Ensure your website is user-friendly, transparent, and inclusive. Kari offers a checklist to make your website a powerful tool for engagement, including the importance of having an easily accessible donation page, listing staff and board members, and following accessibility guidelines. Kari underscores the importance of marketing in creating awareness about your mission, building a network of advocates, and deepening relationships with supporters. She encourages nonprofit leaders to start where they are and implement one or two actionable tips from the episode to enhance their marketing strategy. Resource Links: Nonprofit Tech for Good: https://www.nptechforgood.com HubSpot on Email Marketing: https://www.hubspot.com   Follow Kari on your favorite streaming platforms, including YouTube, Apple, and Spotify.    For additional resources on organizational storytelling and tools, follow Kari on  Facebook, Instagram, and LinkedIn.    Visit her website at Incite Consulting

    14 min
  5. JUL 3

    Crafting and Communicating Compelling Stories

    In this episode, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting explores the art of storytelling within nonprofit organizations. With 25 years of experience in leadership roles across seven organizations, Kari now provides coaching and consulting services to ensure nonprofits like yours have the structure, systems, and practices to do their best work. Kari discusses the significance of storytelling and why our brains are wired to love stories. She offers practical tips for gathering stories that resonate and provides insights on effectively communicating these stories to engage your audience. Kari emphasizes the importance of making storytelling a part of your organizational culture and using a variety of mediums to share your stories. Key Episode Takeaways: 1. Why Our Brain Loves Stories: Understanding the neurological basis for why stories are so compelling and how this relevance applies to your nonprofit’s communication. 2. Tips for Gathering Resonant Stories: Strategies for identifying and capturing powerful moments that can form the foundation of impactful stories. 3. Effective Storytelling: Key elements to remember when crafting stories include knowing your audience, following a clear structure, and incorporating calls to action. Kari invites you to reflect on your favorite book and its impact on you. She illustrates how powerful stories can inspire action and build connections. She encourages nonprofit leaders to pause and think about how their organizations can tell compelling stories that resonate with their communities. Follow Kari on your favorite streaming platforms, including YouTube, Apple, and Spotify.  For additional resources on organizational storytelling and tools, follow Kari on  Facebook, Instagram, and LinkedIn.  Visit her website at Incite Consulting

    7 min
  6. MAY 19

    Why Transparency Matters: Essential Tips for Nonprofit Leaders

    In this episode, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting, takes on the crucial topic of transparency within nonprofit organizations. Kari shares her wisdom on why transparency matters and offers practical tips for enhancing your organization’s transparency. She emphasizes the importance of building trust with donors, partners, and stakeholders by being open and honest about your operations. Kari also discusses the impact of achieving the GuideStar seal of transparency and how it can significantly boost your nonprofit’s credibility and funding. Tune in to learn actionable steps you can take today to improve your organization’s transparency and strengthen your relationships with your community.   Key Episode Takeaways: Accomplishments and Donor Trust: Your nonprofit’s achievements are the top factor in establishing donor trust. GuideStar Seal of Transparency: Earning this seal can significantly increase your contributions and demonstrates your commitment to transparency. Accessibility of Information: Ensure that critical information is easily accessible on your website, including contact details for key staff and board members. Resource Links GuideStar (Candid): https://www.guidestar.org Give.org Report on Nonprofit Trust: https://www.give.org Annual Report Best Practices: https://www.nonprofitannualreport.com Implementing these transparency tips to enhance trust and performance in your nonprofit! Visit Incite! Consulting’s website for resources on crafting effective performance reviews, and don’t forget to subscribe to our podcast for more valuable insights into nonprofit leadership. Want to share your experiences, challenges, and questions with us? You can visit through our website, https://inciteconsultinggroup.com, or by emailing Kari@InciteConsultingGroup.com

    14 min
  7. MAY 5

    Teamwork Makes the Budget Work: Collaborative Financial Planning in Nonprofits

    In this episode of “Kari's Confessions,” Kari Anderson, a nonprofit executive and founder of Incite! Consulting, analyzes the crucial topic of budgeting as a collaborative effort within nonprofit organizations. With over 25 years of experience, Kari emphasizes that effective budgeting cannot be a solo endeavor—it requires the collective involvement of key figures such as the board chair, executive director, and board treasurer. She demystifies the budgeting process, explaining it as a vital planning tool that tracks expenses and revenues, shaping the organization's strategic decisions. This episode is packed with practical advice, aiming to equip nonprofit leaders with the understanding and tools necessary to foster budget adherence and accountability through team involvement.   Key Episode Takeaways: A budget is essentially a planning document that helps nonprofit organizations manage their finances effectively, ensuring operational solvency. Good budgeting practices are essential for making informed strategic decisions and for maintaining transparency with board members and donors. Involving a team in the budgeting process is crucial for ensuring buy-in and accountability across the organization.  Enhance your team's performance and growth. Visit Incite! Consulting's website for resources on crafting effective performance reviews, and don't forget to subscribe to our podcast for more valuable insights into nonprofit leadership. Want to share your experiences, challenges, and questions with us? You can visit through our website, https://inciteconsultinggroup.com, or by emailing Kari@InciteConsultingGroup.com

    15 min
  8. APR 21

    Building a Financially Sound Nonprofit: Insights

    In this episode of “Kari's Confessions,” Kari Anderson, a nonprofit executive and founder of Incite! Consulting, shares her wealth of knowledge gained from 25 years in nonprofit leadership to help other nonprofit executives enhance their financial management skills. This episode focuses on the pivotal theme of financial readiness, which Kari describes as the backbone of organizational growth and sustainability. She outlines the elements of a comprehensive financial readiness assessment, stressing the importance of budgets that reflect an organization's mission and priorities. Kari also discusses the prerequisites for securing and effectively using grant funding, emphasizing the need for solid internal foundations and diverse funding streams to attract confident grantors. She also tackles the topic of cost management, encouraging nonprofits to conduct thorough cost analyses to ensure they're maximizing their financial resources for greater impact. This episode is an invaluable resource for nonprofit leaders looking to deepen their financial understanding and drive their organizations toward long-term success. Key Episode Takeaways: Understanding Financial Readiness: Learn what encompasses a financial readiness assessment and why it’s crucial for your organization's growth. Grant Application Foundations: Discover key insights on preparing your nonprofit to apply for and manage grant funding effectively. Cost Management Analysis: Kari discusses the importance of thorough cost analysis in nonprofit operations, ensuring that resources are used efficiently for maximum impact. Enhance your team's performance and growth. Visit Incite! Consulting's website for resources on crafting effective performance reviews, and don't forget to subscribe to our podcast for more valuable insights into nonprofit leadership. Want to share your experiences, challenges, and questions with us? You can visit through our website, https://inciteconsultinggroup.com, or by emailing Kari@InciteConsultingGroup.com

    12 min

Trailer

About

Serving the nonprofit sector is a privilege. Leading a nonprofit organization is, (in my opinion), one of life’s greatest joys. And one of life’s greatest sources of heartburn. Where else can you both provide a critical service to your community and fill a key need in your market? While, simultaneously, be asked to work miracles on a shoestring budget and perform the roles of CEO and chief bottle washer. Leading a nonprofit is fulfilling, satisfying and more. It’s also lonely and isolating. Many leaders come into the role with limited onboarding, marginal orientation, and no manual to refer to as to “how to do the work”. You’re charged with leading this important organization, and not sure whom you can talk to when you need a an “offline” ear, or where to turn to ask for help. Join me, Kari Anderson, as I share my take on the nonprofit sector. In my 20+ years serving as a nonprofit Executive Director, I saw just about everything, and didn’t think I could be surprised. From bad board behavior to fundraising successes, well-meaning donors to entitled staff, no-show volunteers to successful community partnerships…I’ve got a story to tell! I love our sector – the “third” sector. I want to create a space where you feel welcome. Where you can breathe. A place where you can laugh and see yourself continuing this good work. Consider our time together a recipe comprised of the following ingredients: one part story, one part therapy, one part self-help and one part kick in the pants!

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