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

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.

Nov 24, 2020 • 15min
Why Indirect Metrics Matter for Nonprofits
Most nonprofits focus on direct metrics to guide them through their budgeting process. Often, they look at figures like the number of emails and mailers sent, how many gifts were received, and gain/loss metrics (like net revenue and cost per dollar raised).
This data indicates how a given program is performing. However, it doesn’t explain why you’re getting those results. In this episode, we sat down with one of our resident data gurus, Suchi Otta, to dive into what indirect metrics your nonprofit could be using to more effectively track the success or failure of your fundraising initiatives.

Oct 29, 2020 • 31min
Measuring Major Giving Success in a Topsy Turvy Year
In a year like 2020, it can be difficult to establish a baseline metric for success. Given the importance of major giving to many nonprofit organizations, knowing if you are on track or off couldn't be more crucial.
We set out to explore the ins and outs of major giving in 2020 in this episode. Kristin Priest and Doug Cogswell explain:
* Why not all major gift prospects should be viewed the same
* Major Giving trends we're seeing several months into the COVID-19 pandemic
* Key metrics nonprofit leaders should be watching
* Defining the right case for support that will move your most valuable donors to engage
If you're struggling to know whether or not your major gifts program is on track to succeed, we'd love to introduce you to our Major Giving Maximizer solution. Learn more at pursuant.com/mgm.

Oct 27, 2020 • 17min
How Will COVID and the 2020 Presidential Election Affect Year-End Giving?
In this episode, Leah and Matthew sat down to discuss the latest findings from the donorCentrics Q2 2020 report. Nonprofit leaders are facing a wide arrange of questions as we head into year end giving, including:’
- Did giving increase, remain flat, or decline in the first months of the COVID-19 pandemic?
- What is on the horizon for year-end giving?
- How could the results of the 2020 election possibly impact giving?
- What fundraising channels should your nonprofit invest in going into 2021?
You can also head over to pursuant.com/givingoutlook to download the 2020 Pursuant Giving Outlook and start planning for 2021.

Oct 6, 2020 • 29min
How JDRF is Breaking Down Organizational Silos to Reach the Right Donors with the Right Message
JDRF is dedicated to finding a cure for Type 1 Diabetes, and has a large base of fundraisers who are passionate about their cause. But like many organizations, they experienced a disconnect between departments when it came to making decisions about how to segment their donor database. Sound familiar?
That’s why we sat down with Myrna Mulholland, Vice President of Integrated Fundraising at JDRF to discuss how her nonprofit is breaking down organizational silos to communicate more effectively with their donors.
Learn more about audience segmentation at our upcoming webinar on October 15 with Children's Medical Center Foundation Dallas: https://info.pursuant.com/segmentation-secrets-webinar

Oct 2, 2020 • 26min
Major Giving Metrics: What to Measure and How
In this episode of Go Beyond, we sat down with Doug Cogswell to get into a conversation on Major Giving Metrics and performance drivers.
Doug is a guru when it comes to applying data-driven strategies to the performance of a fundraising team, and he has key recommendations on what to measure, how to measure it and how to drive change management within your organization.
In this episode you will hear best practices on how to:
- Close more major gifts
- Create a culture of data-driven change within your organization
- What performance metrics and KPIs to track and why

Sep 28, 2020 • 33min
How Nonprofits Can Use Augmented Intelligence to Raise More Money
What’s first thing that comes to mind when you hear the phrase “AI?”
If you thought about artificial intelligence or the 2001 Steven Spielberg movie, that’s not what we’re talking about.
We recently sat down with our CEO Trent Ricker and EVP of Analytics, Insights, and Experience Hilary Noon to discuss Augmented Intelligence. In a nutshell, augmented intelligence blends human instincts and data to create more personal and relevant — and ultimately human — experiences for your donors.
We just released a brand-new ebook on this topic. Download it here: https://info.pursuant.com/augmented-intelligence-for-nonprofits

Aug 18, 2020 • 30min
How to Find the Right Fundraising Technology for Your Nonprofit
If you’ve ever had to write a request for proposal for a new fundraising tech stack, you know that evaluating technology for your nonprofit can be a long, drawn out, hand-wringing process. What’s more, once you’ve made your decision and started implementing it, you find there are little quirks and shortcomings that you never even considered asking about during a demo.
That’s a feeling that our friends over at RaiseHeck want to help prevent you from feeling. Sally Heaven and Charlotte Kresse are fundraising tech experts, and Taylor and I brought them on the podcast to help you feel confident that you have the right search criteria in your RFP.

Aug 4, 2020 • 32min
How to Deepen Donor Loyalty with Responsive Fundraising
In this episode, Gabe Cooper, founder and CEO of Virtuous CRM, explains how nonprofits often lag behind businesses when it comes to deepening relationships with their supporters. The Responsive Fundraising model enables nonprofits to switch from one-to-many messaging to engaging, personalized experiences. Each of your donors gives out of deeply personal convictions, and it's crucial that your interactions with them reflect that.
You can grab Gabe's book, Responsive Fundraising, here: tiny.cc/gcooperbook


