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Beyond The Donation

Beyond The Donation

DonorDock.com

It can be hard to focus on your mission with all the to-dos of running a nonprofit. Gain practical insights from industry leaders who will help you level up your nonprofit's impact. Listen in to the real-life conversations of key players with the CEO of DonorDock, Matt Bitzegaio, host of Beyond the Donation.
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Top 10 Beyond The Donation Episodes

Goodpods has curated a list of the 10 best Beyond The Donation episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Beyond The Donation for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Beyond The Donation episode by adding your comments to the episode page.

Our Guest: Anna Larson, Development & Communications director at CCRI

About CCRI: CCRI provides services for people with disabilities, using five different programs that currently support 450 people who need assistance.

CCRI has 550 team members, 475 of whom are direct care caregivers, with 75 case managers and administrative staff. Fundraising team is four of those administrative team members, none of whom are able to be dedicated to fundraising full time.

(3:57) Tablescapes Event: Equivalent to a "gala" event, but less formal.

(10:55) Post Event Process following Tablescapes

OneCause Fundraising

(15:40) Economical [Inflation] Impacts & Budget Planning Process

(19:00) How to not oversaturate donors

Golden BTD Nugget: Find what works and what donors respond best to. Find what is most successful and focus on that rather than focusing on every available fundraising opportunity.

“We pick and choose what is the most successful for us and what hasn’t been as much so we’re not spending all our time and effort on something that isn’t going to be very fruitful.” - Anna Larson

“Keeping good data and being good stewards of data is really important for modern nonprofits.” - Matt Bitzegaio

Anna’s Pro Tip: A personal touch is so very important. Picking up the phone to call, thank, and update donors, inviting donors to see the impact of their donation, and keeping them informed by utilizing personal contact with individualized interaction is key.

More About CCRI:

Facebook

Twitter

LinkedIn

Instagram

More About Anna Larson:

LinkedIn

Twitter

To Connect With Beyond The Donation Podcast:

DonorDock on FB DonorDock on LinkedIn DonorDock on Twitter Matt on LinkedIn

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Our Guest: Chris Larkin, Director of Development – San Diego State University

About Chris: Chris is the Director of Development for San Diego State University covering Engineering, Business, and Athletics. Chris’ career has taken him along a journey from the private sector to business owner to major gift fundraising. As an alum of SDSU Chris is honored to finish his career at the place where it all started.

(2:45) University Fundraising Team Structure

(5:33) "I still celebrate each gift whether they give ten dollars or ten million. The act of giving is noble, and it’s acknowledging the act. That’s what it’s all about.” - Chris Larkin

(5:45) Difference in Higher Ed Fundraising

(7:02) “Activity equals revenue. Keep that pipeline moving and things continue to happen.” - Chris Larkin

(11:20) Discernment in allocating funds

(12:00) “[Donor] Relationships have collapsed because expectations weren’t met, because the intent was separated from the reality.” - Chris Larkin

(13:50) Systems, Automation, and Manual Intention

(15:30) Importance of Data in Relationship Management

(16:17) Biggest Challenge(s)

(18:00) Advice for Nonprofit Relationship Strategies

Chris’ Pro Tip: Building trust is so essential. Pick good staff and hang on to them, so those relationships can be built, and can last.

More About Chris Larkin & San Diego State University:

Website LinkedIn

To Connect with Beyond the Donation Podcast:

BTD Podcast DonorDock LinkedIn Matt LinkedIn

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Beyond The Donation - A Broadcast on Burnout, an interview with Kelsey Buell
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11/07/23 • 27 min

Our Guest: Kelsey Buell, Founder, You Flourish Company

About Kelsey: From a career in recruiting to one in nonprofits, Kelsey found her niche in coaching people in connecting, reflecting, and prospering in life and business. She founded You Flourish Company to help individuals and corporate teams do just that.

[2:00] Defining burnout, how it differs from stress

[4:35] “I think the moment we start noticing our behavior is changing a little bit, that might be a sign we’re on this track to burnout.” - Kelsey Buell

[5:26] Difference between burnout and depression

[6:18] 4 Pillars of Burnout

[7:05] Common threads of burnout in nonprofit space

[9:30] SW, SW, SW, SW, Next - Formula

[11:40] Creating a healthy, fulfilling work life

[15:20] What to do if you reach the point of burnout

[17:48] The effect(s) of Covid on burnout in work

[21:42] Goal segmentation importance in preventing burnout

[22:50] Resources

FREE GUIDE - Top 10 Ways to Prevent Burnout

Burnout: The Secret to Unlocking the Stress Cycle

Essentialism

Women's Goal Setting Summit - January 12th 2024

More About Kelsey:

LinkedIn | Website

To Connect with Beyond the Donation Podcast:

BTD Podcast DonorDock LinkedIn Matt LinkedIn

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Beyond The Donation - Special Year End Highlights Episode Featuring 2023 Guests
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01/02/24 • 13 min

What better way to start the year than with our own "Best Of" episode, featuring the best guests and advice from 2023!
Enjoy this great recap of our first 22 episodes. Featured guests:
Episode 2- Anna Larson

Episode 3- John Fisher

Episode 6- Rachel Cardwell

Episode 7-Patrick Kirby

Episode 8- Maddie Craig

Episode 10- Rob Burke

Episode 12- Sami Bedell-Mulhern

Episode 13- Steve Johns

Episode 16- Austin Hattox

Episode 18- Briana Ruloma

To Connect with Beyond the Donation Podcast:

BTD Podcast DonorDock LinkedIn Matt LinkedIn

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In this episode of Beyond the Donation, host Matt Bitzegaio has a conversation with Kat Lacefield, a veteran in the nonprofit sector, about the challenges of fundraising in nonhuman philanthropy. Kat shares her journey of diving into the nonprofit sector at a young age, volunteering and working for different organizations, and eventually specializing in fundraising. She discusses her growth in the field and the importance of donor management. Kat also discusses the concept of nonhuman philanthropy, which includes organizations focused on animals and the environment. She shares the distinct challenges they face and emphasizes the importance of story sharing for effective donor retention.

[00:35] Introduction and Guest Background

[00:44] Journey into Nonprofit Sector and Fundraising

[03:15] Concept of Nonhuman Philanthropy

[04:05] “At the end of the day, there's nothing that's really nonhuman because if we're supporting animals, we're also supporting humans. And for the environment, that's a very direct connection to be made with humans of if there's no environment to support us then there's no human societies and communities.”

[04:46] “There is no such thing as nonhuman or human philanthropy. We’re part of an ecosystem. Each part plays its role.”

[05:06] Challenges in Storytelling for Nonhuman Causes

[07:11] “How do we talk about the importance of protecting a river? Try to get people to realize when they themselves have appreciated a river - childhood memories, a lot of nostalgia stories, how we feel when we go out and spend time out in nature.”

[11:11] Unique Challenges Animal and Environmental Nonprofits Face

[15:50] Importance of Donor Segmentation and Retention

[20:19] “People tend to not organize their databases very well. For shelters or animal organizations, it’s thinking about all the connections that your donors have to your organization - a donor can also be an adopter or a foster family, a board member, or a volunteer. You really need to make sure that your list has as much information on this person as possible.”

[31:05] Advice for Nonprofit Leaders: Invest in your Fundraising and Development Strategy

[32:48] Conclusion and Contact Information

More about Kat Lacefield:

Linkedin Website

To Connect with Beyond the Donation Podcast:

BTD Podcast DonorDock LinkedIn Matt LinkedIn

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Beyond The Donation - Marketing as a Force for Good with Noah Barnett
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05/21/24 • 40 min

In this episode of Beyond the Donation, host Matt Bitzegaio talks with Noah Barnett about the power of marketing in the nonprofit world.

Noah shares his journey from being intrigued by the influence of marketing on consumer behavior to applying marketing strategies for mission-driven goals. He outlines the development of the 'Good Marketing Framework,' a tool designed to enhance marketing campaigns
by focusing on understanding the target audience, cultivating connections, activating action, and learning from outcomes.

Noah emphasizes the importance of viewing marketing as a crucial component of mission success and challenges the idea that marketing is merely overhead in nonprofits.

The conversation includes insights on donor retention, acquisition, and the strategic role of marketing in driving growth and engagement within nonprofit organizations.

00:00 Welcome to Beyond the Donation

00:27 Introducing Noah Barnett: A Journey from Curiosity to Marketing Mastery

04:34 The Power of Nonprofit Marketing: Perspectives and Challenges

14:50 Redefining Marketing Strategy: The Good Marketing Framework

The four steps in the framework:

  1. Identifying and understanding who within your community you're trying to reach
  2. Cultivate connection through content and different channels of communication
  3. Activate to action: What is the first “yes” you want your audience to choose
  4. The learning step: analyze your data and insights to make better decisions moving forward

22:06 Goal Mapping and Audience Understanding: A Dual Approach

23:50 The Power of Context and Intent in Marketing

27:05 The Efficiency of Intention-Driven Marketing

29:47 Embracing Data-Driven Marketing for Nonprofits

33:04 The Importance of Experimentation in Marketing

35:44 Advice for Nonprofit Leaders on Embracing Marketing

39:44 Connecting with the Community Beyond Donations

To Connect with Noah Barnett:

Together4

The Good Marketing
Framework with Feathr

To Connect with Beyond the Donation Podcast:

BTD
Podcast
| DonorDock
LinkedIn
| Matt
LinkedIn

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In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Katy Calloway and Daniel Stern, co-founders of Calloway Stern Group. Katy and Daniel discuss their background in the nonprofit sector, particularly their efforts to help small to medium-sized nonprofits with fundraising and development.
They emphasize the importance of 'trusting the process' in nonprofit growth, highlighting the critical role of programming, funding education, and board governance. The conversation also covers pivoting in nonprofit missions, the benefits of fiscal sponsorships, and the nuanced process of executive searches focused on cultural fit.
The episode concludes with key advice for nonprofit leaders about persistence and patience in their efforts.

00:00 Introduction to Beyond the Donation

00:25 Meet the Guests: Katy Calloway and Daniel Stern

01:11 Trusting the Process in Nonprofit Growth

02:57 Starting a New Nonprofit: Key Considerations

05:49 Fiscal Sponsorship Explained

12:56 Challenges in Nonprofit Growth

“You start with your mission statement, and you realize what you are actually good at and where the real need is, is actually different. In the first 5 years of a nonprofit’s life, for them to change their mission statement is not unheard of.
Your mission statement doesn’t need to be relevant for the next 15 years because community needs change.” -Katy Calloway

19:19 Executive Searches for Nonprofits

22:15 Fostering a Culture of Trust and Patience

25:12 Final Thoughts and Advice for Nonprofit Leaders

27:50 Conclusion and Farewell

To Connect with Katy and Daniel:

Katy’s LinkedIn
Daniel’s LinkedIn
Website

To Connect with Beyond the Donation Podcast:

BTD
Podcast

DonorDock LinkedIn
Matt LinkedIn

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Our Guest: Julie Peterson Klein, Chief of Staff, EVP, Chief Culture Officer of Bell Bank
About Pay It Forward: Julie has been at Bell Bank for 24 years and shares her favorite part of her job is coordinating the PIF program. The PIF program started in 2008 and continues to this day. Each year, full-time employees are given $1,000 and part-time employees are given $500 to donate to a cause or nonprofit organization(s) of their choice. Bell has 2,000 employees in over 18 states who participate in
this program.
(1:15) Introduction to and explanation of the Pay It Forward program
(2:45) Leadership and employee commitment to the program
“This year [2023] we’re celebrating 15 years and over $26,000,000 in giving.” – Julie Peterson Klein
(3:25) How the program came into existence at Bell
(5:18) Is there a favorite PIF story?
(7:18) Does employee growth translate to enthusiasm growth?
“It’s really purpose over paycheck. People want to come to work, come to a company, where they have a purpose and this Pay it Forward program has completely helped us with that.” – Julie Peterson Klein
[10:50] Advice for nonprofits finding/vetting board members
[13:35] Building relationships with corporate sponsors
More About Julie:
LinkedIn Pay It Forward
To Connect with Beyond the Donation Podcast:
BTD Podcast DonorDock LinkedIn Matt LinkedIn

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Our Guest: Steve Johns, CEO of OneCause & Author of Fearless: Leadership Lessons at the Crossroads

About Steve: In 2014, Steve moved to Indianapolis from Chicago, taking his 30+ years of financial management experience with him to join OneCause as their CEO. He enjoys his work and his family, especially as a new grandfather!

(2:40) The book Fearless: Leadership Lessons at the Crossroads
based on the experience of leading OneCause through the Covid19 pandemic

(6:27) Leadership transparency & vulnerability

“It’s almost like a paradox because people consider vulnerabilities sometimes to be a weakness, and I think that it really starts from a position of strength. You have to be strong enough to admit you don’t have all the answers.” - Steve Johns

(9:50) Functioning in pandemic-pivots

(13:40) Confidence amid chaos

(15:15) OneCause, Nonprofits, and Donors overcoming together

[16:38] Fundraising changes, evolution, and results from the pandemic

[21:00] OneCause & DonorDock Integration
The benefits & importance of data

[25:00] Innovation emphasized

Steve’s Golden Nugget: We have to tackle the donor retention issue, utilizing the golden rule. Be timely. Be responsive. Build relationship.

More About Steve:

LinkedIn Website Leadership Book Raise Conference

To Connect with Beyond the Donation Podcast:

BTD Podcast DonorDock LinkedIn Matt LinkedIn

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Beyond The Donation - Building Strong Nonprofit Connections with Tasha Van Vlack
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07/09/24 • 24 min

In this episode of Beyond the Donation, host Matt Bitzegaio interviews Tasha Van Vlack, the founder of the Nonprofit Hive, a platform designed to connect nonprofit professionals for advice and collaboration. Tasha discusses the rapid growth of the platform and the importance of addressing feelings of loneliness and isolation within the nonprofit sector. The conversation dives into the advantages of digital and remote connections, the impact of avoiding competitive mindsets, and the value of one-on-one curated matches. Tasha also shares insights on the future directions for the Nonprofit Hive and offers advice for nonprofit professionals on managing overwhelm and utilizing their networks for support.

00:00 Introduction to Beyond the Donation

00:25 Meet Tasha Van Vlack and the Nonprofit Hive

00:39 The Origin and Growth of Nonprofit Hive

03:15 Challenges and Solutions in the Nonprofit Sector

04:36 Mechanics of the Nonprofit Hive

06:11 Overcoming Competition and Fostering Collaboration

09:04 Advantages of Digital and Remote Communities

16:26 Future Directions for Nonprofit Hive

18:44 Advice for Nonprofit Professionals

21:38 How to Connect with Nonprofit Hive

23:14 Conclusion and Final Thoughts

To Connect with Tasha:

The Nonprofit Hive
Tasha’s LinkedIn
The Nonprofit Hive LinkedIn

To Connect with Beyond the Donation Podcast:

BTD Podcast | DonorDock
LinkedIn
| Matt LinkedIn

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FAQ

How many episodes does Beyond The Donation have?

Beyond The Donation currently has 40 episodes available.

What topics does Beyond The Donation cover?

The podcast is about Non-Profit, Founder, Nonprofit, Podcasts and Business.

What is the most popular episode on Beyond The Donation?

The episode title 'Navigating Negative Circumstances with Positive Results, an interview with Steve Johns, CEO of OneCause' is the most popular.

What is the average episode length on Beyond The Donation?

The average episode length on Beyond The Donation is 27 minutes.

How often are episodes of Beyond The Donation released?

Episodes of Beyond The Donation are typically released every 14 days.

When was the first episode of Beyond The Donation?

The first episode of Beyond The Donation was released on Feb 2, 2023.

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