The ENGAGE Podcast

National Doctors' Day is observed on March 30th to honor physicians for their dedication and contributions to society and their community. This date can be a great opportunity to fundraise for your healthcare organization by sharing your successes and challenges with donors. Join Tracey Bozzelli, managing director for the healthcare vertical in customer success at Blackbaud, and Paul St. Onge, co-founder of Doing Good Digital, for ideas on donor outreach through digital strategy. Topics discussed: Resources: Webinar: Online Fundraising Strategies for Doctors' Day Taking Doctors’ Day Beyond the Direct Mail Appeal | The ENGAGE Blog Doing Good Digital: Weighing the Pros and Cons of Doctors' Day Quotes: "The trick is to really engage that patient file throughout those twelve months and again when we get to one of those tentpole moments like Doctors' Day." "I'd recommend if you have some non-solicitation and communication that's going out at the start of month start, tease out the fact that Doctors' Day is coming up, tease out some some nice stories about some of the doctors that are on your staff." "When we think of some of the basics when it comes to a successful Doctors' Day campaign, warming up the audience is part of it."

Andrew Troup, Director of Giving & Engagement at Blackbaud, speaks with Brandolon Barnett, Head of Innovation & Philanthropy at Giving Compass, about the merging of artificial intelligence (AI) and social impact. What are the opportunities for AI and what are the potential pitfalls? Topics covered in this episode: • The rapid evolution of artificial intelligence • Experimenting with user testing • The donor’s journey using AI • Leveraging AI tools for annual reports and donor outreach • Creating consumable content for machines • Importance of cyber security • Risk of AI in job replacement Subscribe to the podcast on iTunes, Stitcher or your preferred streaming service for future episodes! Quotes: “We really need to be cognizant of the risk of creating a kind of feedback loop. What happens when AI is learning from the data that’s online?” “You would be surprised how many organizations of all sizes put out annual reports […] through their website or through pdfs that aren't easily machine readable and you really have to start thinking about, ‘Can ChatGPT or similar tools read our annual report?’” “AI is really uniquely positioned to provide a lot of opportunity, especially for those that have not typically had that opportunity in the past to access or to leverage technology.”

PEAK Grantmaking President and CEO Satonya Fair is back on the Blackbaud Grantmaking™ Thought Leadership Webinar Series to share how her organization is embracing learning and unlearning. Throughout the conversation, she shares what it means to be an emergent learner and to put down tools that no longer serve you so you can pick up new ways of engaging. She also discusses how learning cannot be an extra task on your list of goals—it has to be engrained in the work you do. Join us for the first part of our conversation with Satonya and watch the webinar to hear the full discussion.

Dan Keyworth, vice president of Customer Success Modernization at Blackbaud, sits down with Dan White, principal counsel on Blackbaud’s Privacy Team, to break down the complex but important topic of data privacy for nonprofits. Learn more about the five key principals across global privacy laws that can help you develop an adaptable data privacy program. Topics covered in this episode: • Why do nonprofits need privacy programs? • What is personal data? • New laws and legislation • Identifying themes across the laws • Individual rights to privacy and transparency • Key takeaways from laws passed in Colorado specific to nonprofits • The Universal Opt-Out Mechanism • Steps you can take to put a privacy program in place Resources: Blackbaud’s Privacy Resource Center Quotes: “This whole concept of data privacy stems back from the historical view of privacy as a human right and in the digital age, that’s evolved into a focus on personal data.” “It’s important to understand what data you’re collecting, how you’re using that data, and where you might be sharing that data. If you don’t know that, it makes complying with these laws impossible.” “Colorado is a good place to look at for a model for privacy laws that are going to go into effect. Oregon and Delaware are following in the footsteps of Colorado’s [privacy] laws.”

Heather Hiscox is on a mission to change the way we change the world. As an author, speaker, and consultant to nonprofit organizations and foundations, Heather has been on both sides of the grantee experience. Her time managing grant funding to be awarded as well as her experience applying for grant funding gives her a unique perspective on how to optimize value for both the grantmaker and the grantees during the application process. In this conversation, Heather gives several tips for grant making organizations to streamline their processes and improve the user experience related to pre-award, communications, and follow-up. Resources Mentioned in the Podcast: Pause for ChangeHumannatureMargaret Wheatley and the definition of leadership and institutional powerVu Le, Nonprofit AF, and suggestions on improving the grant applicationMore content by Heather: Check out our latest webinar with Heather

They say that the only constant is change, and change is often brought on by crises. In this panel discussion, Blackbaud’s Melissa Furr talks with two veteran grantmaking professionals to discuss how their organizations manage their mission while staying in tune with the needs of their communities. Lisa Tacker from the Two Ten Footwear Foundation and Beth Broomall from the Charles H. Dater Foundation share their best practices and advice for organizations on things to do before, during, and after a crisis to make sure your organization avoids mission creep.

When is the last time you took a bird’s eye view of your engagement strategy? From how many solicitations to send a year to maintaining your donor database and keeping your message aligned across teams, engagement can quickly become stale or ineffective without a tested strategy. In today’s episode, Kate Averett Anderson of the Blackbaud Institute sits down with fundraising experts Lawrence Henze and Nathalie Highland to discuss best practices for engagement and tools you can use to communicate with your supporters more efficiently. After the conversation, check out the free Development Planning Toolkit from the Blackbaud Institute to fill out your own Engagement Strategy framework and put what you’ve learned into practice! This episode of the ENGAGE podcast features excerpts from the webinar Development Planning: Your Three-Step Guide to Engaging Supporters. Catch the full discussion, on demand, now. Topics covered in this episode include: Resources: Development Planning: Your Three-Step Guide to Engaging Supporters Quotes: “Through those direct and personal interactions with our staff and our experts, donors were given the opportunity to understand not just what we do, but how and why we do it. And so that has been a real benefit and jumpstarted our major gift program and has helped to spur our growth over time.” – Nathalie Highland “I've always asked my clients to put me on their mailing list, and I would typically make a donation to them to see how they communicated with me as a donor. And I spent eight years tracking those communications. What I found was that there were some organizations that sent me at least at least 36 direct mail pieces per year!” – Lawrence Henze

As women wield greater economic power and harness their influence to lead change, their generosity is rapidly transforming the philanthropic landscape. What is possible when women are active participants in philanthropic work, engaging all the levers available to advance the public good? The Women’s Philanthropy Institute (WPI), part of the Indiana University Lilly Family School of Philanthropy at IUPUI, increases understanding of women’s philanthropy through rigorous research and education with the vision of empowering women to use their wealth and power to uplift others. Following WPI's sixth national symposium All In, All Rise, WPI Associate Director Jacquie Ackerman sat down with three symposium participants to discuss how women’s involvement in philanthropy influences and strengthens communities, encourages greater strategic giving and builds a more diverse community of engaged citizens. This is an excerpt of a conversation that was part of the Blackbaud Grantmaking 2023 Thought Leadership Webinar series. For the entire thought-provoking discussion, please watch the full webinar. Guests: Resources: Woman’s Philanthropy InsituteGrantmakers for Girls of ColorCommunity Investment NetworkBoston Women’s FundBlog Post Full Webinar

How much impact does volunteerism have on our wellbeing? Hear from Jude O'Reilley, CEO of VolunteerMatch, as he talks with Blackbaud's social responsiblity manager Melissa Furr about how volunteerism is closely tied to personal health and wellbeing. Jude and Melissa share how you can incorporate volunteering in the workplace and acheive the feeling of being connected to something larger than oneself. Topics covered in this episode: Resources: Get that Grin VolunteerMatch Edelman Trust Barometer Quotes: "One best practice is to think beyond the volunteer day." "We shouldn't underestimate employees themselves being the key motivator for other employees." "Most people rely on colleagures and their employer for information that they trust the most."

As part of our series on the Future of Nonprofit Finance, Blackbaud’s Sarah Curry sat down with George Werbacher, the Senior Manager for Information Security at Blackbaud, to discuss how nonprofit organizations can prioritize cyber security in 2023. George talks through how organizations can see data security as an investment and highlights how implementing controls helps the organization do more to drive impact. He explains how organizations can do a “threat model” to start an open dialog about where the risks are, including who is using data and how that’s being used. Resources: Full Webinar: Speed-Round: Preparing for the Future of Nonprofit Accounting – Don't Get Left Behind! Compliance Risk Management for the Empowered Nonprofit Internal Controls Toolkit

As part of the series Future of Nonprofit Finance, Blackbaud’s Sarah Curry sits down with Alex Wilson, the Co-Founder of The Giving Block to discuss why the conversation around cryptocurrency matters for nonprofit finance teams. They touch on some of the cryptocurrency trends and why organizations should think about owners of cryptocurrency as a donor demographic as well as a way to diversify revenue streams. Topics covered: Resources: Infographic: What Technological Era Is Your Nonprofit Finance Office In?

In this excerpt of a conversation with Satonya Fair, President and CEO of PEAK Grantmaking, she encourages grantmaking organizations to rethink their relationship with risk. Instead of focusing on being responsible for the foundation, she recommends looking to how organizations build deeper relationships with applicants and grantees and be poised to be responsive to the needs of the community. Resources: PEAK Grantmaking The Myth of Risk: Fear Not the Dragons, Funder Full Webinar

For the past 10 years, the Blackbaud Institute Index has tracked year-over-year trends in philanthropy and annual giving statistics—with the goal of empowering organizations to know their sector and raise more, faster. Over this time, the Index has grown to track over $51 billion from over 8,500 organizations in the United States! To celebrate we’ve invited some of our most trusted advisors, industry experts, and friendly faces to lead virtual fireside chats, podcast episodes, and more! Today’s episode of the sgENGAGE podcast features a conversation between Steve McLaughlin, Vice President of Product Management with Blackbaud and a senior advisor to the Blackbaud Institute, and Dr. Una Osili. A global expert on philanthropy and social innovation, Dr. Osili has more than two decades of experience in leadership, economic policy and research across the public and private sectors. She serves as the Associate Dean for Research and International Programs, Efroymson Chair in Philanthropy, and Dean’s Fellow for the Mays Family Institute on Diverse Philanthropy at the Indiana University Lilly Family School of Philanthropy. There is no doubt that the giving landscape is shifting—from the donors who are responding to the way they want to be engaged. In this excerpt from their longer conversation, Steve McLaughlin and Dr. Una Osili break down the data on the changing demographic in charitable giving and how fundraisers can leverage this information to grow alongside this new generation of donors. Topics Covered in this episode: Resources:On demand, Blackbaud Institute Index’s 10th Anniversary Celebration More from sgENGAGE and the Blackbaud Institute To receive quarterly updates on the Index straight to your inbox, subscribe to The Source newsletter. Quote: “There's a bit of a call to action for nonprofits and fundraisers: how do we engage the next generation of donors? We have four generations in the charitable landscape and a big part of our job ahead, our task ahead, and the work ahead–for all of us–is engaging that next generation of donors.” – Dr. Una Osili

Alex Budak, UC Berkeley faculty member and author of Becoming a Changemaker, joins Blackbaud’s Rachel Hutchisson to discuss how to develop your mindset and leadership skills to make positive change as part of our CSR Book Club Series. Topics discussed in this episode: Resources: Alex Budak Becoming a Changemaker Changemaker Index Quotes: "Leaders might be scarce, but leadership is abundant."

For the past 10 years, the Blackbaud Institute Index has tracked year-over-year trends in philanthropy and annual giving statistics—with the goal of empowering organizations to know their sector and raise more, faster. Over this time, the Index has grown to track over $40 billion from over 8,400 organizations in the United States! To celebrate we’ve invited some of our most trusted advisors, industry experts, and friendly faces to lead virtual fireside chats, podcast episodes, and more! Today’s episode of the sgENGAGE podcast features a conversation between Blackbaud Institute managing director, Ashley Thompson, and leadership expert and coach Marc Pitman. Marc helps high performers keep their edge, emerging leaders maintain their momentum, new leaders confront the demands of their position, and established leaders find fresh strategies. In this excerpt from their longer conversation, Marc and Ashley explore the concept of doubt and how it can be embraced as a framework for developing your skills and becoming an exceptional leader. Topics Covered in this episode: Resources: Blackbaud Institute Index’s 10th Anniversary Celebration More from sgENGAGE and the Blackbaud Institute To receive quarterly updates on the Index straight to your inbox, subscribe to The Source newsletter. Quotes: “My premise in my working with leaders has proven that sometimes, ‘what am I missing?’ isn't the right question; that doubt can push us and can get so big that it pushes us to ask, ‘what if I'm the right person for this role?’ ‘What if I'm exactly what the team needs?’ ‘What if this organization is exactly the voice the sector needs?’” – Marc Pitman

For the past 10 years, the Blackbaud Institute Index has tracked year-over-year trends in philanthropy and annual giving statistics—with the goal of empowering organizations to know their sector and raise more, faster. Over this time, the Index has grown to track over $40 billion from over 8,400 organizations in the United States! To celebrate we’ve invited some of our most trusted advisors, industry experts, and friendly faces to lead virtual fireside chats, podcast episodes, and more! Today’s episode features a conversation between brand strategist Ben Smithee and the Blackbaud Institute’s Ashley Thompson. At The Smithee Group, Ben Smithee has been helping leaders and businesses dream bigger and achieve more. In this excerpt from their conversation, Ben shares his expert advice on how a powerful brand allows for organizations to drive higher value and cataclysmic demand. Unfortunately, as Ben points out, powerful branding like this is one of the biggest areas where organizations fall behind today. He and Ashley connect on current trends in philanthropy and the for-profit sector to outline how you can get ahead of the curve by creating a relevant, legacy-focused brand in today’s digital ecosystem. Topics Covered in this episode: Resources: Blackbaud Institute Index’s 10th Anniversary Celebration More from sgENGAGE and the Blackbaud Institute To receive quarterly updates on the Index straight to your inbox, subscribe to The Source newsletter. Quotes: “A brand is a promise that an organization has the opportunity to deliver upon.” – Ben Smithee “How do we become relevant to the future of the organization and create a legacy? By focusing on the future stakeholders of the organization. We can't fall in love with how we've always done things.” – Ben Smithee

For the past 10 years, the Blackbaud Institute Index has tracked year-over-year trends in philanthropy and annual giving statistics—with the goal of empowering organizations to know their sector and raise more, faster. Over this time, the Index has grown to track over $40 billion from over 8,400 organizations in the United States! To celebrate we’ve invited some of our most trusted advisors, industry experts, and friendly faces to lead virtual fireside chats, podcast episodes, and more! We couldn’t have kicked off the series with a better guest than Chuck Longfield, renowned data scientist, philanthropy strategist, and the creator of the Blackbaud Institute Index! Now retired, Chuck allowed us to steal him from the golf course for a little while to sit down for a conversation with Steve MacLaughlin—lucky us! In this excerpt for the sgENGAGE podcast, Chuck shares the inspiration behind the Blackbaud Institute Index and the value of such a significant and diverse data set when determining current trends and best practices in the sector. After the podcast, check out the full webinar, available on demand, where the two discuss the lessons Chuck has learned over his 40 year career, and put their heads together about how these lessons can help organizations navigate the road ahead. Topics Covered in this episode: Resources: Blackbaud Institute Index’s 10th Anniversary Celebration More from sgENGAGE and the Blackbaud Institute To receive quarterly updates on the Index straight to your inbox, subscribe to The Source newsletter. Quotes: “Because there really wasn’t any gold standard, different organizations can pick and choose their metrics can pick and choose the definitions of their metrics. And it causes organizations I think, too often, to come to the wrong conclusion about maybe what their next step should be. And so, for many of the years that I've been working in this area, I wanted to try to standardize these metrics.” – Chuck Longfield

Many foundations face hurdles in creating advocacy agendas whether it be convincing a board of directors, finding the time and resources, or seeking funds from grantmakers. Chynna A. Phillips, senior director of policy and research at Sisters of Charity Foundation of South Carolina, and Melissa Levesque, senior vice president and chief strategy officer at Coastal Community Foundation, spoke with Blackbaud’s Sally Ehrenfreid, government relations lead about implementing advocacy in foundations and their respective journeys. Topics covered: Resources: Chynna A. Phillips Melissa Levesque Sally Ehrenfried Advocacy and Awareness: 4 Tips for Virtual Campaigning Quotes: “Boards decide how fast you’re going to move as an organization.” “We had our grantmaking and community leadership committee really own sort of the nuts and bolts of developing our advocacy agenda.” “A great grant proposal is really just exceptional storytelling that matches a need for financial support.” “Stay connected to your ‘Why?’, build trust with your community leaders, and have honest conversation.”

The shift to remote work post-pandemic has caused many employees to feel stressed, burnt out, and out of control of their workplace dynamic. Meico Marquette Whitlock, founder of The Mindful Techie, shares tools and strategies on how to regain control and relieve the stressors that face us. Topics covered in this episode: Resources: Meico Marquette Whitlock The Hybrid Workplace Wellness Playbook for Grantmakers 6 Ways Nonprofit Professionals Can Conquer Post-Pandemic Workplace Stress The sgENGAGE Podcast: Creating and Sustaining a Culture of Wellbeing for Grantmakers 5 Ways Grantmakers Create Work- and Tech-Life Balance Quotes: “A lot of organizations are making assumptions of what people want, and I think the first place to start is to actually ask the question.” “You really have to just be human and be very vulnerable about what you're dealing with and to see them as a person versus an employee or a worker.” “practicing social distancing with your technology can support you in having a healthier relationship with technology.”

Businesses emerged as the most trusted institutions in the 2022 Edelman Trust Barometer, which also showed that people expect more from businesses in solving the world's problems. So, how can companies step up to lead the charge and maintain that position of trust? Kendra Fogarty, corporate social responsibility manager at UScellular, spoked with Blackbaud's Rachel Hutchisson about the role of CSR and community engagement in building trust with consumers, employees, and community members. Listen in to hear Kendra share her key takeaways from the Edelman Trust Barometer data, how UScellular engages communities and employees, and how companies can make sure that their philanthropic programs truly meet the needs of the communities they are intended to help. Topics covered in this episode: Resources: Kendra FogartyUScellularUScellular's Afterschool Access Project Podcast: Fixing the S in ESG Blackbaud's Corporate Social Responsibility Report