Go Beyond Fundraising: The Podcast for Nonprofits

In today’s climate of tight budgets and unpredictability, it’s more important than ever for nonprofits to maximize available resources. It’s also important to ensure you are using data to inform these key decisions. That’s why we're excited to sit down with Mollie Yoder from the Pocket Testament League to learn more about how they recently leveraged data to streamline a variety of programs and processes. We are also joined by Ryan Carpenter. Ryan serves on Pursuant’s GivingDNA Platform and worked closely with Mollie to help her team leverage the platform to gain these key insights.

Does your nonprofit have a strategy for engaging Donor Advised fund donors? If you don’t, you’re not alone. Many nonprofits overlook this growing sector of givers. That’s why we teamed up with experts at Fidelity Charitable to bring you the third installment of this three-part series on Donor Advised Funds. In this episode, Amy Pirozzolo, head of donor and nonprofit engagement, lays out 6 ways to incorporate donor advised funds into your fundraising program.

After a short hiatus that we took in order to address the fundraising challenges surrounding COVID-19, we're diving back into our series on Donor Advised Funds with Fidelity Charitable! In this second installment, Karen Heald, vice president philanthropic strategist, unpacks how donors who prefer DAFs think, their typical giving behaviors, and how your nonprofit should approach these types of supporters

Editors Note: We originally broadcast this series before the COVID-19 pandemic demanded we shift our podcast episodes to address the unfolding crisis. Now we're proud to re-introduce this 3-part series in partnership with Fidelity Charitable. Donor Advised Funds are an increasingly popular giving method, but many nonprofits struggle to cultivate and steward donors who utilize these funds. We teamed up with Fidelity Charitable to create a three-part series breaking down what Donor Advise Funds are, the types of donors who prefer to give through them, and why your nonprofit should be engaging this subset of supporters. In this first episode, Elaine Martyn breaks down exactly what donor advised funds are, and why they are becoming more common in the giving landscape.

When it comes to the technology your nonprofit uses to raise money, connect with donors, and deliver on your mission, we know that sometimes things can get complex. That’s why we recruited the expertise of Jennifer Thall and Cynthia Coleman from Heller to explain how to get the most out of your systems… especially at a time when the ground beneath us is shifting with the economy and in fundraising. Visit pursuant.com/covid-19 more more resources related to this timely topic.

Amy Pirozzolo from Fidelity Charitable sat down with us to discuss Donor Advised Funds and how they provide stability at an unstable time. As a rapidly growing channel through which donors are choosing to give, this is an area of fundraising that nonprofits need to craft a strategy around — quickly. Visit Pursuant.com/covid-19 for more free resources on this topic.

In this episode, we sat down with Doug Cogswell, EVP of strategy at Pursuant. We talked about Relationship Mapping. Doug shared his expertise on relationship mapping and highlights the following. There are three things that matter most in finding your best prospects: capacity, attachment (aka engagement or affinity), and interests. In this episode, Doug talks through use cases on relationship mapping which include the likes of: • Who should be my top class agent candidates for the upcoming class of ’92 reunion? • Which prospects should I assign to which class agents? • How can I lever this data to reach a specific top prospect? • We’re organizing an event in Miami in 3 months. Who can I lever to fill it up?

In this episode, we circled back with our CEO and President Trent Ricker to get his thoughts on how the COVID-19 crisis has accelerated trends that were already developing, and transformed how we approach traditional fundraising disciplines.

Amidst the climate of uncertainty created by the COVID-19 pandemic, you as a nonprofit leader may be wondering how to approach your budget given the major economic shifts we are experiencing. That’s why we enlisted the advice of Sarah Olivieri from Pivot Ground, a budgeting expert and former executive director who helps nonprofits get unstuck when it comes to making financial plans. Download Sarah's free Nonprofit Budget Template here: http://pivotground.com/budget-template

At a time when many of us are experiencing community from the safety of our homes, live streaming has becoming a vital way for fundraisers to connect in real time with donors. Streaming platforms abound, but which one is right for your organization. In this episode, we sought insight from Tina Ly and Matthew Mielcarek on how nonprofits are leveraging real-time video to engage their supporters online. Check out more free COVID-19 focused resources at pursuant.com/covid-19.