Small Nonprofit: Fundraising Tips, Leadership Strategies, and Community-Centric Solutions

Further Together: Fundraising Strategies for Nonprofit Organizations
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Mar 29, 2021 • 40min

dismantling tokenism with Trish Mandewo

Send us Fan MailMore and more organizations are prioritizing diversity and inclusion as their strategic priorities. But how are organizations actually doing this work? On today’s episode, Trish Mandewo, Founder & CEO at Synergy on Boards Consulting Group and Coquitlam City Councillor, shares with us how to distinguish D&I tactics that are lip service and perpetuate harm from those that have a lasting and meaningful impact. Myths that Trish wants us to walk away If we have diverse representation in our leadership team and on our board, our organization will be inclusive. Tokenism is far from diversity and inclusion. As well, don’t automatically assume BIPOC people have the expertise or responsibility to push for diversity, inclusion and equity at the organization. We will do a D&I training and we will have done “the work.” If your mindset is that D&I work is something to be done within a short span of time with limited effort and resources, you’re already starting at the wrong place. Diversity takes time, and diversity, inclusion and equity is a commitment, not a temporary goal. Trish’ tips on building diverse and inclusive cultureWhen you recruit, look outside of your own circle. If you’re struggling to look for diverse talents, it’s not that there are none. Most likely, it’s because your organization has been looking at the same places or engaging the same exec search firm that doesn’t include diverse talents in their network. Get out of your familiar circle and cast the net wider.Assess your inclusive framework with all kinds of inclusion in mind. Don’t limit your equity and inclusive framework and policy to inclusion based on race. There are many kinds of discrimination, gender based, age based, disability based etc. Look at everything with an inclusive lens. Don’t do preferential hiring based on diversity measures and then shove all the EDI responsibilities to those employees or board members. This in itself is perpetuating the narrative and culture of discrimination. No one wants to be seen, valued or hired solely based on their race, gender, age etc. Trust and value diverse talents for their competencies and apply true meritocracy. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“We need to not wait to be invited to come to the circle. We need to invite ourselves into the circle. Because when you experience inequity over the years, you get to a point where you just think you’re just going to stand outside the circle and look in. Keep inviting yourselves into the circle.”“Inclusion starts Book a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Mar 22, 2021 • 37min

becoming "investment ready" with Narinder Dhami

Send us Fan MailHow can charities become “investment-ready”? On today’s podcast, Narinder, Managing Partner at Marigold Capital, shares with us what impact investors, grantors, and other funders, are looking for when choosing charity partners, and how charities can assess whether an investor or funder is the right fit for them. Myths that Narinder wants us to walk away We have to fit a program into funders’ objectives. If you are tweaking a program so much to fit funders’ objectives to the extent that it does not align with your organization's mission and vision anymore, you have to pause and ask yourself what is the long term value that this funding will bring to your organization. Never say no to money. It takes courage for the leaders of a nonprofit to assess any given funding is aligned with their mission and vision. Be very clear of what your vision is. If there is no alignment, it is ok to walk away. Narinder’s tips on becoming investment ready:Do your research on similar charities in the space and highlight your unique value proposition. Your understanding on who else is doing similar work as your charity and rationale for why your organization’s work is different, unique or needed will show to the funders that you have a deep understanding of the space you’re in and what your organization’s role in the space is. Celebrate your leadership team’s lived experience. More and more, funders and impact investors are just valuing the leadership team’s professional experience. They also assess the lived experience of the board and staff to get a sense of their potential community expertise and perspective. Have a clear vision on how the investment will fit into your strategy, not the other way around. Constantly inventing programs to fit a funding requirement not going to work. Impact investors care about the sustainability of your organization’s business model. They would be less likely to invest in your organization if they don’t see themselves adding value to your work in the long term. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“Asking a simple question of who else is doing what you're doing and how is your approach different sometimes is the most revealing. If what your organization is doing is unique that no one is coming close to what you're doing, but you don't have a sense of your neighbor who's doing a similar program, that tells me a lot about the actual work that you're engaging in and potentially the why.”“As a funder, I most appreciate when the executive directors say - this is my straBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Mar 15, 2021 • 27min

behind the scenes with a funder with Stephanie Rebello

Send us Fan MailWhat do funders really look for in a proposal? How do they decide what to fund and what not to? These are the burning questions we have when laboring hours and hours of work for a funding application. On today’s podcast, we go behind the scenes with a funder and connect with Stephanie Rebello, Manager of Sustainability and Inclusion at LoyaltyOne to tackle all your burning questions. Myths that Stephanie wants us to walk away Getting a corporate grant is a cheque exchange. Gone are the days that corporate philanthropy is transactional relationship. Corporate funding managers like Stephanie care deeply about how corporate and charitable partners can co-create sustainable values.  Don’t report on bad news. Trust that your funders value resilience and adaptability and have faith in your expertise. When facing problems like the unexpected impact brought about by the global pandemic, be transparent with your funders, tell them the problems you’re facing, outline your pivot plan, and let them know how they can support you. Stephanie’s tips on building partnership with fundersPropose joint value proposition. Whether it’s for a pitch or a funding application, do your homework in thinking about what the funder can bring to the table and what your charity can bring to the table to co-create values for each other. Oftentimes, charities will have insights into specific communities that the funders would never have, and funders will have certain capabilities and capacities in a specific sector that the charities don’t have. Think holistically and creatively about how those cross sections can bring about collaboration and impact. Take a co-design approach. One size does not fit all. Understand specific funders’ needs, objectives and capabilities in partnering with you and design the partnership proposal with both your charity and the funder’s perspectives in mind. Be open to get feedback and design with the funder. This process might take longer but the result will be rewarding for both parties in the partnership. Lean in to your community insights and subject expertise. These are valuable assets that the funders won’t have or won’t know. Lean in your strength and inspire your funders in both your proposal and reporting. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“Ask what are some joint value propositions of what we're doing and what you're doing. One thing I love about working with some nonprofits is that deep knowledge that they have on their community members that I will never havBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Mar 8, 2021 • 39min

organic social media with Brock Warner

Send us Fan MailSocial media is one of those things that almost everyone has, but very few use it well. On today’s podcast, we invited Brock Warner, fundraiser and author of the book From the Ground Up: Digital Fundraising for Nonprofits to walk us through how to build a consistent and effective social media strategy. Myths that Brock wants us to walk away All my followers will see every post I post, right? Only about 10% of your followers will see each of your organic posts. For your posts to make it to more people’s feeds, it needs to attract engagement (sharing and commenting)There is a secret for making viral posts: there are so many factors that will inspire people to share, and different audience personalities behave differently. There is no one strategy that will work all the time other than consistently trying, testing, and understanding your audience. Brock’s tips on increasing social media engagement Empathize with your audience and be intentional in your social media posts. Who is your donor base? What are they interested in? What is it that you would like your posts to do for your audience? Take time to come up with hypotheses for these questions and let the answers guide the way you craft your posts. Build loyalty consistently over time. Post consistently, be available and be transparent to your followers. When people interact with your posts and ask you questions, be there to socialize with them. Test out different kinds of content and see what works. Connect your social media strategy with your email marketing strategy.  Email remains one of the most effective ways for storytelling and converting audiences to become donors. Plan for evergreen content on your social media with a call to action for them to subscribe to your email list. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“The golden rules apply now more than ever. In fundraising, people give to people telling good stories, relating on a very human level, being open and honest and transparent. These are the things that no matter what the algorithm is people like and are going to resonate with.” “For a smaller organization, you can quickly come up with what 40% of your donor base tends to look like and sound like and be interested in. So if you start with putting yourself in that person's shoes. What would that person want to see. Let that guide your decisions about the tone, the voice, the length you use in your social media posts.” Resources from this EpisodeBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Mar 1, 2021 • 50min

yikes - we said that, with Rickesh Lakhani

Send us Fan MailIf things are not broken, why change?But what are some fundamental assumptions and myths that we believe in working in the charitable sector that hinder us from enabling changes and delivering impact? On today’s podcast episode, Rickesh Lakhani, Executive Director of Future Possibilities for Kids and a passionate champion of grassroots organizations, joins us to bust these myths and question status-quo that does more harm than good. Big questions about the sector we tackle on this episode Is it ethical to invest in our staff? Investing in our staff and our team is key to the long term sustainability of our organizations. Moreover, investing in the organization’s infrastructure, system and process is equally important. Do we have to choose between being donor-centred and being community centred? Fundraising is supposed to enable us to do our work for our communities, not hinder it. Donor-centricity doesn’t mean to please donors at all cost. Do not be afraid to have difficult conversations with donors when their approach of philanthropy does not align with your values and might cause harm to the communuty. Who can give?  We often make assumptions about who has the capacity to give and who doesn’t. We also often normalize the practice of 100% staff and board giving but don’t customize the strategy and approach for the organization. There are many ways people can contribute to the organization, and there are also donors that can and will give but the organization precludes them right from the prospecting stage. Can charities do harm? Just because charities set out to do good, it doesn’t mean they can’t do harm. Doing good and doing harm can co-exist. If we let people in the sector get off the hook just because they intend to do good, we are reinforcing racism, seixsm, and other systemic issues.Is our work political? By law, charities’ work needs to be bipartisan, but it doesn’t mean our work is apolitical. By nature, our work is political as we push for social changes. Charities can add values to enabling social changes and responding to societal crises like the pandemic by being nimble innovators and community connectors.Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“If we are not investing in our infrastructure, our system, our process, our people - our future, how are we going to tackle the magnitude of the work that we set out to do?” “I don’t want the kind of fundraising that donors can have so much power that they can harass a staff member and walk away.  I don’t want the kind of fundraising that reinforces the stereotyBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Feb 22, 2021 • 31min

figure out your finances with Betty Ferreira

Send us Fan MailGood financial health is the cornerstone of a sustainable nonprofit. As nonprofit leaders, we all know the importance of financial management, but budgets and audits still give us the worst headaches. How can we build up our financial management muscles and confidence? On today’s episode, Betty Ferreira, Founder of GoodCasting who has trained and coached many nonprofit leaders on financial management, shares with us how we can figure out our organization’s finances without headaches and tears. Myths that Betty wants us to walk awayYou have to be good at math to manage your finances. Managing finance doesn’t necessarily require you to be good at math. A lot of it is exercising your logical thinking muscles. You have to have all the answers whenever you’re talking about finance with your board. Don’t aim for perfection. Aiming for perfection will trap you into the habit of avoiding talking about your organization’s finance with your board of directors. No one has all the answers. Work with your board together on figuring out your finances. Betty’s tips on figuring out your financeKnow that you can transform your organization’s business model and financial structure. Many inherit the business model and financial structure from their predecessors and assume that they can’t change them. You can (and in some cases, should) absolutely make changes to the financial structure to suit the changing needs of the organization. Have a thorough and transparent discussion about finance with your board. It’s tempting to provide the minimum and most succinct version of your financial statements to your board. But in order for them to do their job of providing financial oversight, you should present them more comprehensive information including the financial position statement of your organization. Expect that this process will take time and effort in going back and forth with your board. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“Doing the match and sorting out your finance is connected to social justice -- they’re about your organization’s resilience and impact.”“For both fundraising and finance management, don’t wait for the crisis to build the competencies” Resources from this EpisodeThe Good PartnershipFind Betty at GoodCastingBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Feb 15, 2021 • 36min

getting started with cryptocurrency donations with Anne Connelly and Jason Shim

Send us Fan MailDonating with cryptocurrency is an emerging trend. With a lot of information (and hype) out there about cryptocurrency, it can be confusing and even a bit scary when considering whether your charity should start receiving cryptocurrency donations. On today’s episode, two experts in this field, Anne Connelly and Jason Shim, share with us how to get started with cryptocurrency fundraising. Quick facts about cryptocurrency donationsYou can sell the donated crypto currency right away, or you can hold on to it and sell it to harness a higher profit. Note that cryptocurrency is more volatile than stocks or bonds but charities can leverage on the volatility. You issue a tax receipt for cryptocurrency donations at fair market value at the time of donation. Crypto currency donations are currently considered as in-kind donations in Canada. You’re not the first charity to do this. There are Canadian charities that have already started to accept cryptocurrency donations. Pathway to Education Canada, Simon Fraser University, and more.  Anne and Jason’s tips on getting started with cryptocurrency donationSet up your system to receive cryptocurrency. Start with choosing a platform that can receive cryptocurrency and embedding the system to your website. After that, think about what are other ways in your communication channels and touch points that you can set up the receiving of crypto donation and promote it. Reframe about the way you think about who can give and the way they give. Crypto donors are often young and digital minded. They may behave and think quite differently than traditional donors.Evaluate perceived risk versus actual risk. Don’t get caught up in sensationalism in media headlines. Do your research. Try buying one bitcoin on your own to see what the process is like. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“This is something that every charity is going to have in the next 10 years. When you look back on the adoption of credit cards, the charitable sector also had people who were really afraid of that at first. With Bitcoin right now, people are nervous about it but I guarantee within the next 10 years if your donor database doesn't integrate crypto currency donations, you'll be finding a new database.” “Here’s a really amazing window of opportunity right now, where if you build it they will come. And that's because there's so few charities out there that actually do accept cryptocurrency donations. With wealthy crypto donors, their first step in finding a charity to donate to is liteBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Feb 8, 2021 • 40min

managing conflict with Claudia Aronowitz

Send us Fan MailDealing with conflicts often invokes uneasy feelings or even fear. But healthy debates and conflicts can bring thought diversity and new perspectives to the table. So can we stop avoiding conflict and manage them with more ease and courage? On today’s episode, personal development coach and mediator Claudia Aronowitz shares with us practical tips on conflict management. Myths that Claudia wants us to leave behind“I need to know what to say during an argument!” Don’t listen to the other person in conflict with you just so that you can have the perfect come-back line to prove your point. That is not constructive for moving along the conversation. Don’t be afraid of silence in an argument. Give space to listen. Ask more, talk less. We need to leave emotion out of the door when we try to de-escalate a conflict. Acknowledging the emotion in a tense conversation is key to de-escalation. When emotion runs high, it is ok to take a time-out break. Claudia’s tips on managing conflicts Acknowledge the other side and agree to disagree. Listen and acknowledge differences of opinion and perspective and stay curious. You do not have to agree with everything, but you can always acknowledge the other person’s point and emotion.  Understand and anticipate your triggers. Observe what kind of behaviour, signals, and patterns trigger yourself. If you can get a better understanding of your trigger points, you will be able to anticipate when and how you get triggered. Paraphrase what the other person is saying and summarize it out loud. If you can paraphrase what the other person engaging in a conflict with you is saying, you are showing the other person you're actively listening and understanding the person’s point of view. This is helpful for de-escalation in a difficult conversation. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“There are always two sides in a conflict. Ask yourselves what are the things that you’re willing to do to deal with that conflict. Because if we change, the relationship changes. If we start dealing with conflict differently, the other person on offense will come around and start understanding that something's shifting.”“To prepare yourself for a conversation involving conflict, you really need to work through the steps of what do you want to say? How are you going to listen? How are you going to get the information you need? And in a situation involving power dynamics, do you need somebody else to come to the meeting with you? “Resources from this EpisodeBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Feb 1, 2021 • 42min

prospect research 101 with Preeti Gill

Send us Fan MailProspect research, or prospect development, often seems to be one of those fundraising “best practices” that feel exclusive to charities with more resources. How can small charities do meaningful prospect research and development without draining their bank account? On today’s podcast, prospect development expert Preeti Gill shares some practical tips for small nonprofits to kickstart their prospect research and challenges us to rethink the notion of philanthropy through the process of prospect development. Myths that Preeti wants us to leave behindYou always have to look outside for prospects. Be curious about your own donor base first. Look at the donors who have made a gift larger than you expected in the past, reach out to them, and get to know them and why they support your organization. More information means more dollars will be raised. Gathering external information and research about donors and donor prospects must be coupled with action in order to yield results. Don’t expect any donor research database or tool will solve all your fundraising problems. Preeti’s tips on prospect researchActively and consistently capture data on who is interacting with your organization. Collect data on who is subscribed to your e-newsletter, who comes to your event, and who volunteers for your organizations - your best donor prospects are those who already support your organization. Leverage external information to fill in the information gap about your existing donors. There might be information that your donors do not want to share with you explicitly. For instance, how much are they giving to other charities. If you can leverag donor research to fill these information gaps, you will have a better picture of your donors. Don’t do prospect research just from your desk - meet with people! Communities everywhere are filled with diverse donors who are eager to support and engage with their community initiatives. You’re missing a big part of the picture if you only rely on an online database to look up past giving history. You might also fall for the dangerous trap of having a narrow definition of a philanthropist and philanthropy. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“It is not enough to have beautifully crafted and presourced prospect development. You also need to be investing in training your donor facing colleagues to get to know their donors and understand that it is their job to foster philanthropy and secure philanthropic support from donors supported by the prospect research.”“Prospect researchers play an important role in broadening our definitions ofBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 
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Jan 25, 2021 • 41min

how to recruit your dream board with Andrea Shirey

Send us Fan MailManaging the board often gives EDs a headache. When a board functions effectively, it can be an organization’s greatest asset, but when it doesn’t, it becomes an extra burden for the ED and the rest of the staff. So how do you build your dream board from inside out? On today’s episode, Andrea Shirey, CEO of One Nine Design and expert on nonprofit board management, shares with us step-by-step tips on improving your board’s experience and impact. Myths that Andrea wants us to leave behindPeople with tons of board experience are going to fix your board. Bringing in someone who is sitting on multiple boards is not necessarily going to fix things. Assess whether this board member even has the capacity to support your board, and be mindful that sometimes positioning a new board member as “the fixer” of problems can set the board member up for failure and create unintended friction within the board“We need to train our board!” - instead of focusing so much on training your board, focus on untraining them on bad habits first. Assess what they are doing right now that is not a good use of time and resources. See the tips below for some of the examples on how to “untrain” them. Andrea’s tips on increasing board engagement Improve communication with your board with the ED’s executive report. Avoid pages of long content without focus. Instead of writing the ED’s report the night before the board meeting, keep a document throughout the month to keep track of highlights and items you need the board’s support. When presenting the report, be very clear what kind of support you’re trying to get from the board members. See below for Andrea’s free Executive Director Board Report template. Flip your board agenda upside down. Make the board meeting engaging and interesting by sharing a good story right at the top and have the most important discussions at the beginning. Leave the procedural stuff at the end. Leverage your existing board members to recruit board members with authenticity and specificity. When you’re writing out a board recruitment posting for public distribution or your board members to share, avoid jargons and give a succinct summary of your organization’s theory of change and what is the expected commitment of your board members. Don’t be afraid of specifying the skill sets and expertise that you’re looking for. Favourite Quotes from Today’s EpisodePost your favourite quote on social to share with us!“Start with your current board, understanding what you need to move forward, and take the right steps to recruit the right people. An ideal board is made up of the right people forBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy, Check out the What The Fundraising podcast here.Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 

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