The Nonprofit Show

An Ask and Answer session of the Nonprofit Show, host Julia Patrick and guest expert Muhi Khwaja from Fundraising Academy, tackle questions sent in this week. The first question comes from San Francisco, asking how to account for requests for estate gift promises. Muhi explains that different organizations may handle this differently, and when he works at the Red Cross, they have a separate planned giving team that manages such requests. Julia and Muhi chat about how to handle situations where a donor casually mentions leaving a gift in their will or trust. Muhi suggests having a conversation with the donor to clarify the nature of the gift and whether it's part of a trust, which would likely involve the planned giving team. Next, a question if it's a good idea to have all members of the development team's goals reported to the group. Muhi shares his experience at the Red Cross, where they track and share these numbers nationally and regionally. He emphasizes that sharing this information can promote collaboration and help team members understand each other's challenges and successes. The conversation shifts to the topic of board members and their roles. They discuss whether it's important to have board members re-sign policies annually, especially when there have been no document changes. Muhi and Julia agree that it's beneficial to reinforce these commitments yearly, even if the content remains the same. Finally, the episode concludes with a unique question about whether an institution, such as a trust, can serve as a board member. Julia and Muhi find this to be an unusual concept and discuss the challenges and complexities of such an arrangement. Watch on video: https://bit.ly/3RUKczZFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Diana Otero from Bloomerang, sheds light on the evolving landscape of nonprofit annual reports, emphasizing the importance of donor-centric storytelling, personalization, and strategic use of these reports to engage and retain donors effectively. Boomerang's commitment to elevating the sector and providing innovative solutions further supports nonprofits in achieving their goals. Diana emphasizes the importance of understanding what donors want to hear. She highlights that donors want to know how their contributions have made a difference and that their support is essential for the organization's success. This message should be at the core of any annual report. The conversation also digs into the idea of using annual reports strategically. Diana suggests that nonprofits should view annual reports as more than just a summary of activities; they should be used to tell compelling stories about the organization's impact, engaging donors on a deeper level. Personalization at scale is another trend discussed. Diana predicts that nonprofits will expand their tools that can tailor their communications to individual donors based on their interests and preferences. This personalization can lead to more meaningful donor relationships. Watch on video: https://bit.ly/3trn7eAFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this two-part series on ethics in fundraising, Lashonda Williams, a trainer at Fundraising Academy, joins host Julia Patrick on a drill-down of the critical aspects of ethics in nonprofit fundraising. LaShonda highlights the fundamental role of transparency, honesty, and truthfulness in maintaining ethical standards in fundraising. Donors trust nonprofits with their resources, both financially and timely, and she amplifies on how it is crucial for fundraisers to uphold their responsibility by adhering to ethical guidelines in managing these resources. The discussion continues about the ethical implications of personal social media usage by fundraising professionals, emphasizing that their online presence reflects on the organization, how Fundraisers should consider how their social media posts might affect the organization's reputation and values. The conversation also touches on the importance of donor communication and transparency in reporting the allocation of funds and keeping them informed about how their contributions are being used, including the percentage allocated to operational expenses versus program impact. Regarding donor relationships, Lashonda emphasizes that relationships formed on behalf of the organization belong to the organization itself. When fundraisers transition to other roles or organizations, they must respect donor privacy and not solicit them on behalf of their new organization. The discussion also addresses the role of watchdog groups and accountability in the nonprofit sector. Maintaining accurate reporting and adhering to state and local laws are essential for nonprofit organizations, as LaShonda highlights the significance of monitoring and addressing any discrepancies or concerns on charitable giving websites to maintain the organization's reputation. The sparkling conversation concludes with a re-focus from part one of this series on five essential questions that fundraisers should consider when evaluating the ethical implications of their actions, including whether their actions are legal and how they would explain their actions to others. Watch on video: https://bit.ly/3RycbnlFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Focusing on ethics in fundraising, LaShonda Williams, CFRE, and a trainer with the Fundraising Academy at National University, provides practical insights and ways to build trust with donors and within the organization. The conversation focuses on a five-question fundraising ethics checklist: Is it legal? Is it ethical? Would I want someone to act this way with me? How would I explain my actions to someone else? How will it make me feel about myself? LaShonda emphasizes the significance of staying within legal boundaries and understanding state laws and regulations, as well as adhering to IRS policies and donor Bill of Rights when it comes to fundraising activities. She stresses the importance of maintaining transparency, truthfulness, and accountability in all interactions with donors and within the organization. LaShonda also underscores the idea that ethics should not be limited to fundraising professionals but should be part of the entire organizational culture, with everyone within the organization being responsible for upholding ethical standards, ensuring respect, transparency, and honesty. The checklist she details encourages individuals to consider how their actions reflect their personal reputation and the organization's reputation. It highlights the need for proactive ethical decision-making rather than reacting to ethical dilemmas. Watch on video: https://bit.ly/3TxKk9DFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Diana Farias Heinrich, CEO of Habra Marketing, sheds light on the significance of ethical storytelling in nonprofit marketing. She stresses the importance of informed consent and a client-centric approach to safeguard clients' privacy, dignity, and overall well-being during the storytelling process. Diana shares a personal experience where she unknowingly put a client at risk by sharing their story without fully considering the potential consequences. This experience drove her to establish a four-step process for informed consent conversations: Prep: Understand the intended end product and vet clients before approaching them for interviews. Conducting the Interview: Build trust with clients, make them feel comfortable, and ensure they know they can say no at any point. Stakeholder Test: Examine how the client and their community might react to the story when shared publicly. Pass Back the Mic: After crafting the story, give clients the opportunity to review, make revisions, or reject it if they feel uncomfortable. Diana also addresses the challenge of reusing old stories from the "vault" and suggests that organizations should establish an intentional storytelling rhythm while involving clients in the decision-making process. This Best Practices discussion wraps up with a few words about revolutionizing storytelling by incorporating principles of diversity, equity, and inclusion (DEI). Diana advocates for changing the language used to describe people and being mindful of how words can impact individuals and communities. Throughout the lively conversation, Diana underscores the necessity of a considerate, client-centered approach to storytelling in the nonprofit sector. She emphasizes the importance of informed consent and ethical practices to safeguard both clients and the reputation of organizations. She encourages nonprofits to embrace these best practices to create impactful and responsible storytelling campaigns. As she aptly puts it, "It's doing the right thing." Watch on video: https://bit.ly/3NxfHgBFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Host Julia Patrick and birthday celebrant Jack Alotto, CFRE, reunite for another engaging episode of the nonprofit show, tackling pressing questions from the world of nonprofits, touching on donor relations, professional development, board engagement, and organizational culture. One critical question revolves around donor relationships and social styles. A nonprofit professional from Los Angeles seeks advice on handling a donor where the "vibe" doesn't seem quite right. Jack emphasizes the importance of recognizing different social styles and tailoring communication accordingly. He points the viewers to MyLearningPortal.org with webinars on social styles to enhance flexibility and create meaningful connections with donors. The conversation then shifts to the value of the Certified Fund-Raising Executive (CFRE) accreditation. Jack passionately advocates for CFRE, highlighting its role in showcasing fundraising knowledge and ethical practices. He shares compelling statistics demonstrating how CFRE enhances professional opportunities, boosts confidence, and promotes recommendation among peers. Jack also provides details into the cost and time investment required to pursue CFRE, making it accessible to those interested in furthering their fundraising careers. They move on to discuss the concept of setting up a junior or young professionals board within a nonprofit. While acknowledging the potential benefits, they caution against ageism and stress the need for clear goals and benefits for members. Finally, Judy from Portland seeks advice on convincing leadership to invest in fundraising training for the entire team. Watch on video:  https://bit.ly/3uVtTtoFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this timely interview, Zac Brown, CEO of Nonprofits HQ, sheds light on how artificial intelligence (AI) is revolutionizing the nonprofit sector, supercharging its efforts to make a positive impact. Zac, a tech expert with a deep commitment to doing good, paints a vivid picture of the potential AI holds for nonprofit organizations, stating "As a tool that we can employ in various industries to streamline processes, AI has already made waves in big tech and for-profit sectors. However, there's a wealth of untapped potential within the nonprofit realm. AI equips nonprofits with an invaluable edge, enabling them to enhance efficiency, achieve more with limited resources, and make well-informed, data-driven decisions." Zac emphasizes that AI isn't exclusive to large corporations; it holds immense promise for nonprofits seeking to optimize their operations, overcome challenges like resource constraints, and meet growing demands. Furthermore, he provides valuable guidance on how nonprofits can embark on their AI journey, saying "Beginning with modest AI implementations and gradually expanding is the prudent approach. Rather than attempting a full-scale AI overhaul from the outset, start small and learn as you go. Collaboration and knowledge-sharing are fundamental. By pooling our collective experiences in AI adoption, we can ensure responsible and ethical utilization of this technology." Zac and NonprofitsHQ’s insights underscore the importance of accessibility and responsible AI adoption within the nonprofit sector. They are paving the way for nonprofits to harness the potential of AI effectively, offering a brighter future where technology and compassion harmonize to drive meaningful change. The possibilities for amplifying nonprofit’s impact appear limitless. Watch on video: https://bit.ly/3v2B6bhFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In a thought-provoking conversation, Jennifer Alleva, CEO and Managing Partner of Your Part-Time Controller, reflects back on the ever-evolving nonprofit sector of 2023. Jennifer unveils the transformative changes taking place within nonprofit organizations, exploring the significance of technology, transparency, and internal controls as nonprofits navigate present and future challenges. Jennifer outlines the pivotal role that technology, particularly generative AI, is playing in reshaping the nonprofit landscape. She discusses the profound impact of ChatGPT and other generative AI products, emphasizing their ability to enhance donor interactions, boost website engagement, and facilitate data analysis. Jennifer passionately encourages nonprofits to embrace these cutting-edge technologies to revolutionize their operations. A central theme that emerges is the imperative for greater transparency within the nonprofit sector. Jennifer points out that many donors harbor reservations about trusting charities, which is why nonprofits should proactively provide comprehensive information regarding their financial management and programmatic activities. She passionately states, "Transparency is key. It's all about building trust." Jennifer also digs into the pressing issue of staffing shortages within the nonprofit sector, particularly in the realm of financial management. She suggests that nonprofits can tackle this challenge by investing in technology and utilizing fractional team members to fill the gaps. As the conversation unfolds, Jennifer shares a compelling story about the Brett Favre case in Mississippi, underscoring the critical importance of internal controls and proper segregation of duties in financial management. She emphasizes the need for vigilance, stating, "Internal controls are crucial to prevent such situations." When asked by host Jarrett Ransom of changes for their firm in 2024, Jennifer expresses her enthusiasm about the ongoing growth and innovation at Your Part-Time Controller, highlighting their unwavering commitment to serving nonprofits and providing innovative solutions. Watch on video: https://bit.ly/4akBUIDFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Enjoy this compelling discussion about the inner workings of foundations, as host Jarrett Ransom welcomes Steve Smith, the executive director at the TW Lewis Foundation. Steve sheds light on the TW Lewis Foundation's mission, values, and commitment to making a positive impact on the community. He begins by explaining how his path led him to the TW Lewis Foundation through his involvement in education advocacy and school choice initiatives. Tom Lewis, the founder of the TW Lewis Foundation, created the organization in 2000 with a focus on providing scholarships to students going to college. Over time, the foundation has expanded its scope, supporting various nonprofit organizations locally and nationally. The primary mission of the foundation is to assist children and families in need, with a strong emphasis on Christian education, civic-minded causes, and strengthening America. When asked about the grant cycle, Steve Smith explains that they work closely with their grantees to ensure alignment with their mission and values. The foundation seeks to help organizations become self-sustaining, not just provide one-time financial assistance. Steve emphasizes the foundation's nationwide reach, with a focus on both local and national causes. They partner with various organizations and carefully evaluate grant requests to make impactful decisions. The foundation has maintained a very positive image, driven by its founder's strong reputation and commitment to helping the community. They leverage social media and traditional media platforms to raise awareness about their initiatives and encourage others to get involved. Looking ahead to 2024, Steve’s crystal ball reveals the growing importance of K12 education initiatives and alternative learning options. The foundation plans to focus on K12 education efforts, including Christian education, to address the evolving needs of families and children. Watch on video: https://bit.ly/470LZHQFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Show host Julia Patrick is joined by Guest Host Muhi Khwaja, a trainer at Fundraising Academy and the co-founder of the American Muslim Community Foundation. They answer questions sent in by viewers this week. One of the key questions discussed in this episode is the importance of starting a board meeting with a "mission moment." Muhi explains that a mission moment is a way to share when a board member or staff member witnessed the organization's mission in action, like volunteering at a food bank or participating in a community project. He suggests that mission moments can be valuable for both board and staff meetings as they boost morale and help people connect with the organization's mission. Another question is about recruiting talent from other nonprofits. Muhi advises that offering competitive compensation and benefits is important when trying to persuade someone to join your organization. He emphasizes keeping the door open for potential candidates who might be a good fit and highlights the value of networking and referrals. The final question discusses whether someone from the programming side of a nonprofit can successfully transition into a fundraising role. Muhi believes that having a deep understanding of the organization's programs can make a fundraiser successful. He emphasizes that success in fundraising is more about personality and relationship-building skills rather than just experience. He also suggests introducing programmatic staff to donors during various stages of the donor relationship to deepen the connection. The episode concludes with a humorous anecdote about a fundraising event involving a mistaken $250,000 donation made through a mobile app. Muhi discusses the importance of event management and technology oversight to avoid such errors and ensure proper stewardship. Muhi Khwaja's insights and expertise add value to the discussion, addressing various aspects of nonprofit operations and fundraising. Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show