

Go Beyond Fundraising: The Podcast for Nonprofits
Nonprofit Fundraising & Marketing Podcast by Pursuant
Go Beyond Fundraising, a podcast brought to you by the Allegiance Group + Pursuant, seeks to find the sharpest minds in the fundraising, nonprofit marketing, and organizational leadership and create conversations that spark positive change. We exist to help determined nonprofits make an even bigger impact in the world through smart strategy, cutting-edge technology, and actionable data. Learn more at https://teamallegiance.com/go-beyond-fundraising-podcast/
Episodes
Mentioned books

May 11, 2021 • 25min
Using Data to Create a Healthy and Thriving Fundraising Program (Part 2)
In the second installment of a two-part episode, we grabbed some time with Mary Beth McIntyre, Principal at Win-Win Giving, to discuss how nonprofit organizations can get stymied by data and departmental silos. This divide often results in disjointed donor experiences. Mary Beth is a data consolidation expert, so if your organization is experiencing the consequences of disparate data, she has some great insights into how to get your data and teams aligned.
Connect with Mary Beth: https://www.linkedin.com/in/mary-beth-mcintyre-b39b46/
Connect with Becca: www.linkedin.com/in/rebeccagregory/
Download AFP’s Fundraising Effectiveness Project Reports: afpglobal.org/fepreports
Get a free 7-day trail of GivingDNA here: info.pursuant.com/givingdna-free-trial

May 4, 2021 • 28min
Using Data to Create a Healthy and Thriving Fundraising Program (Part 1)
In the first installment of a two-part episode, we grabbed some time with Mary Beth McIntyre, Principal at Win-Win Giving, to get her perspective on the recent numbers around donor retention. AFP’s Fundraising Effectiveness Project Q4 2020 numbers revealed that retention dropped by 4% between 2019 and 2020, despite new donors and dollars being up.
Mary Beth also weighed in six different metrics (including retention rate) that your nonprofit should be regularly checking to make sure your fundraising program is healthy.
Connect with Mary Beth: https://www.linkedin.com/in/mary-beth-mcintyre-b39b46/
Connect with Becca: www.linkedin.com/in/rebeccagregory/
Download AFP’s Fundraising Effectiveness Project Reports: afpglobal.org/fepreports
Get a free 7-day trail of GivingDNA here: info.pursuant.com/givingdna-free-trial

Apr 21, 2021 • 42min
Does Having a Fundraising Plan = Measurable Impact?
Does it pay to have a fundraising plan? According to a recent study: Yes. It seems like an obvious statement, but having a strategy for your fundraising has been proven to make a measurable (and lucrative) difference in year-over-year results. In this episode, we grabbed some time with Barbara O’Reilly, CFRE and Principal Consultant at Windmill Hill Consulting, to learn more about her recent partnership with Dr. Adrian Sargeant, Director of the Institute for Sustainable Philanthropy, on a first-of-its-kind investigation into the impact of development planning.
We also unpacked AFP’s Fundraising Effectiveness Project Q4 2020 numbers showing that retention dropped between 2019 and 2020, despite new donors and dollars being up.
Connect with Barbara: https://www.linkedin.com/in/boreillywhc/
Connect with Becca: https://www.linkedin.com/in/rebeccagregory/
Download the new report on Development Plans and Fundraising Performance: https://www.philanthropy-institute.org.uk/reports-sign-up
Download AFP’s Fundraising Effectiveness Project Reports: https://afpglobal.org/fepreports
Get a free 7-day trail of GivingDNA here: https://info.pursuant.com/givingdna-free-trial

Apr 13, 2021 • 14min
The Great Pivot of 2020: Lessons from Big Brothers & Big Sisters North Carolina
In 2020, the COVID-19 pandemic challenged nonprofit organizations to act quickly and make bold decisions to face abrupt economic and logistical changes. We're kicking off a series of interviews with fundraising practitioners who navigated the "big pivot" with poise.
In this episode, Debbi Stanley, CFRE, sat down to interview Holly Ferree, Vice President of Philanthropy at Big Brothers Big Sisters of the Central Piedmont in North Carolina. Along the way, they unpacked:
- How Big Brothers & Big Sisters shifted to serve their constituents and volunteers in a sudden, virtual-only environment and pivoted their messaging to donors
- Ways that their donors engaged deeper to resource the increased challenges the organization was addressing
- How Big Brothers & Big Sisters shifted from in-person galas to virtual fundraising events and invested in stewarding their most valuable supporters
Connect with Debbi: https://www.linkedin.com/in/debbistanley/
Connect with Holly: https://www.linkedin.com/in/holly-ferree-1797263/
Pursuant's GivingDNA Platform can empower your organization to make bold, confident, data-driven decisions. Visit http://gdna.pursuant.com to learn more.

Mar 23, 2021 • 18min
The Great Pivot of 2020: Lessons from the Center for Development & Learning
In 2020, the COVID-19 pandemic challenged nonprofit organizations to act quickly and make bold decisions to face abrupt economic and logistical changes. We're kicking off a series of interviews with fundraising practitioners who navigated the "big pivot" with poise.
The Center for Development and Learning is a Louisiana-based nonprofit organization that provides practical knowledge and strategies devised and delivered by teachers to assist in those critical classroom moments when teachers are faced with the reality of failing students.
In this episode, Daniel Ross, Director, Client Solutions at Pursuant, interviewed Sarah Cortell Vandersypen, CFRE, Vice President of Advancement and Strategy for the Center for Development and Learning. Sarah and Daniel discussed how CDL continued to resource its incredibly vital mission despite the challenges all organizations had to confront last year.
Connect with Daniel: https://www.linkedin.com/in/daniel-w-ross/
Connect with Sarah: https://www.linkedin.com/in/cortellvandersypen/
Pursuant's GivingDNA Platform can empower your organization to make bold, confident, data-driven decisions. Visit gdna.pursuant.com to learn more.

Mar 23, 2021 • 13min
The Great Pivot of 2020: Lessons from Boys & Girls Club of America
In 2020, the COVID-19 pandemic challenged nonprofit organizations to act quickly and make bold decisions to face abrupt economic and logistical changes. We're kicking off a series of interviews with fundraising practitioners who navigated the "big pivot" with poise.
This episode continues our series in looking back at how fundraisers shifted in the wake of COVID-19 in 2020. Daniel Ross, Director, Technology Solutions at Pursuant, sat down with Amy Sexton, CFRE, Senior Director of Resource Development Clubs, at Boys & Girls Clubs of America to share how her organization leveraged virtual events to raise major gifts, stewarded corporate giving, and more.
Connect with Daniel: https://www.linkedin.com/in/daniel-w-ross/
Connect with Amy: https://www.linkedin.com/in/amsexton/
Pursuant's GivingDNA Platform can empower your organization to make bold, confident, data-driven decisions. Visit gdna.pursuant.com to learn more.

Mar 23, 2021 • 19min
The Great Pivot of 2020: Lessons from Winona State University
In 2020, the COVID-19 pandemic challenged nonprofit organizations to act quickly and make bold decisions to face abrupt economic and logistical changes. We're kicking off a series of interviews with fundraising practitioners who navigated the "big pivot" with poise.
In this episode, Kim Cogswell, Director, Technology Solutions, sat down with Kayleen Berwick, Assistant Director of Annual Giving at Winona State University, to discuss how the institution adapted their giving program to increase philanthropy despite the challenges posed by the COVID-19 pandemic.
Connect with Kim: https://www.linkedin.com/in/kim-cogswell-14b03242/
Connect with Kayleen: https://www.linkedin.com/in/k-n-berwick/
Pursuant's GivingDNA Platform can empower your organization to make bold, confident, data-driven decisions. Visit gdna.pursuant.com to learn more.

Mar 10, 2021 • 31min
Voicemail: a Secret Weapon for Engaging Your Donors
Is voicemail dead, or actually a secret, powerful engagement tool?
When it comes to communication channels that nonprofit marketers and fundraisers use to engage their constituents, chances are you instantly think of direct mail, digital, events, and radio slash telethons. But our guest today has some insights around voicemail, or voice broadcasting, that might change the way you think about your fundraising communications.
Jeff Troyer is director of business development of Automatic Response Technologies. We also have with us Debbi Stanley, a CFRE, and one of our resident fundraising technology experts.
Visit automaticresponse.com and mention the Pursuant podcast when you schedule a consultation to receive a discount off their voice broadcast services for your nonprofit.

Mar 2, 2021 • 23min
2021 Fundraising Forecast
In this episode, Jennifer Bielat, Executive Vice President of Client Strategy, explains how the fundraising results from the end of 2020 are shaping strategy in 2021. We also discuss the emerging economic recovery, including how a "k-shaped" recovery model may affect philanthropy. If you're evaluating your Q2 and Q3 fundraising strategy, you won't want to miss this conversation!
Are you asking questions about your fundraising data, but are struggling to find actionable insights? Pursuant’s GivingDNA platform is here to help. We combine your constituent data, donation data, third party information, and tack on augmented intelligence to provide you with insights about who is giving to you, what motivates them to give, and which channels through which they prefer to engage.
The Platform also comes with baked in opportunity segments that show you who is most likely to give a large gift, is most likely to lapse, and most likely to give monthly. All this and much more is at the fingertips of fundraisers like you, no IT or data analyst required. Learn more at GivingDNA.com today.

Feb 9, 2021 • 25min
Lessons Learned from Virtual Galas
It’s 2021, and doing things virtually from home — whether it’s holiday zooms with family, game nights with friends, or religious services — has become the new normal. Last year, we tapped our friend Reggie Rivers at the gala team to get his insight into how nonprofits can maximize virtual galas. We got Reggie back on the line to learn how this model has evolved in the subsequent months, and what the future might hold for “hybrid events.” We also dug into the question of who on your donor file are the most valuable candidates to reach through this channel.
Learn more about Reggie Rivers and the Gala Team by visiting https://www.thegalateam.com/
Are you asking questions about your fundraising data, but are struggling to find actionable insights? Pursuant’s GivingDNA platform is here to help. We combine your constituent data, donation data, third party information, and tack on augmented intelligence to provide you with insights about who is giving to you, what motivates them to give, and which channels through which they prefer to engage.
The Platform also comes with baked in opportunity segments that show you who is most likely to give a large gift, is most likely to lapse, and most likely to give monthly. All this and much more is at the fingertips of fundraisers like you, no IT or data analyst required. Learn more at https://www.pursuant.com/givingdna-platform/ today.