leadership Archives - Groupfinity

Allegra Mangione’s 5 Step Roadmap To Getting Your Nonprofit Marketing Right

#056 – Today I am speaking with Allegra, marketing strategy specialist and Founder of Catharsis, a marketing firm focused exclusively on nonprofits. We discuss Allegra’s 5 step strategic marketing roadmap for nonprofits.

1 Identify Your Audience

2 Set Marketing Goals

3 Marketing Channels

4 What messages do you share with your audience?

5 Evaluate

I love Allegra’s advice on why it’s important to niche down on your audience…

“Charities and nonprofit organizations think, I wanna reach everybody – we have to reach everybody with our mission. The issue with that is if you’re trying to reach everybody, you likely won’t be able to reach anybody.”

Be sure to stick around until the end to hear what in Allegra helped a client grow their Instagram following by 50% in a year.

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Key Takeaways

#1 Narrowing your niche broadens your reach;

#2 Word of mouth is a powerful marketing channel;

#3 Keep your marketing plan to less than 1 year

#4 Listen to your audience; and

#5 With marketing, consistency is more important than perfection

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:36] The best place to start is to identify your audience
[3:50] My second step is to set marketing goals
[4:35] Step 3 - now you can start to think about your marketing channels
[5:25] Then step four is what messages can I share with that audience?
[6:08] Step 5 is to Evaluate
[9:00] Word of mouth is a really powerful conductor
[20:24] Growth mindset is key to success
[28:25] Consistency is more important than perfection
[32:10] We were able to grow our Instagram following by about 50% in a year

Teri Beckman’s 5 Step Framework 5 Step Framework to Grow Revenue and Impact for Mission Driven Nonprofits

#055 – Teri Beckman is the Founder and CEO of HIGOL, a consultancy firm that works to align leadership behaviors with business drivers to dramatically increase revenue, community impact and improve overall organizational performance. Specifically, HIGOL helps mission driven CEOs grow revenue and impact by 50% in 12 months.

After a long career working for nonprofits, even serving as Executive Director, Teri concluded that while technical knowledge is important, mindset is crucial if you want to be a change agent.

“My capacity to grow and have impact didn’t have much to do with my technical knowledge. I mean, that was important, but there was plenty of it out there, you know, to be able to access. What really made a difference was my mindset and as the capacity of my mind grew, so did the capacity for me to help an organization grow, for me to have more impact on the community.”

In today’s episode, Teri shares her 5 step framework to transform non profit organizations. She has particular success with small volunteer led organizations.

Be sure to stick around until the end to hear what in Teri’s background she attributes to resiliency and ability to navigate the Pandemic.

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Key Takeaways

#1 Align around a shared vision;

#2 Establish goals;

#3 Three points you want to share with others about the organization;

#4 Come up with a list of folks you want to talk to: and

#5 Create a system to track your conversations.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[3:05] It starts with really aligning around a shared vision
[3:50] The second piece is establishing goals
[4:50] The third part is identify three points that you wanna talk to others about the organization
[7:09] Step four is come up with a list of folks who can spread the word
[7:25] The fifth step is creating a tracking system
[9:05] What's the positive change that you want within your organization
[21:14] If you ask people for money (too early) you're gonna get a much smaller check
[25:15] So there's a kind of an A, B, C, D method
[36:02] My capacity to grow and have impact didn't have much to do with my technical knowledge

Adora Drake’s 5 Step SCALE Framework to Move Social Media Followers to Donors.

#053 – Adora Drake is a professional social media marketing coach and consultant with a knack for creating marketing strategies. She helps leaders establish relationships with their audience by teaching them the tools for attracting the right fit people, becoming a thought leader, and bridging the gap between initial contact to the final transaction.

Adora emphasizes relationship building in via social media. She adds that when it comes to relationships, it is better to go a mile deep than a mile wide. It is better to build deep meaningful relationships with a few people rather than shallow relationships with many.

“So you’re building a relationship. No matter where you are, whatever platform you are, make sure you’re building relationships.”

Adora teaches how we can use her SCALE Framework to convert social media followers to donors:

S – Social Media

C – Content

A – Audience

L – Lead

E- Execution

Be sure to stick around until the end to hear about the welcome series Adora uses in her own business.

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4 Key Takeaways

#1 Master 1 or 2 social media platforms rather than spreading yourself too thin across too many;

#2 Find the platforms where your audience hangs out;

#3 Consistency key; and

#4 Nurture your new members with a welcome series.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:28] The SCALE Framework
[8:05] The trend right now is video
[12:13] Make for sure you have some consistency
[14:09] You have to be social
[14:32] So you're building a relationship.
[15:33] Check your social media during your downtime
[17:59] There's a couple of ways you can create a lead magnet
[20:16] They are on your list, now it's time to start nurturing them
[21:02] 80% educational and 20% ask
[0:21] Start your Welcome Series

The 3 Characteristics Of The Most Trusted People, According to Minna Taylor.

#052 – Minna Taylor is a trained actress. After earning her masters degree, she began teaching accent reduction to corporate clients as a side hustle in between acting gigs. That experience is where she found the intersection of speech & voice, body language, and breathing.

“Communication is a physical activity. We think about it as just coming out of our mouth, but our whole body is behind it. And if we go back to that statistic, which is 7% of the information people receive is verbal, 93% is vocal and nonverbal that means our body is doing most of the talking. What I see time and time again and what I saw at the very start of my career was people’s bodies silencing them.”

Minna outlines the 3 characteristics of the most trusted people:

1 Generosity;

2 Curiosity; and

3 Likability

People come to her to increase confidence, to increase capacity, to speak up, to share their voice, to tell powerful stories, to influence people, and to become powerful agents of change.

Be sure to stick around until the end to hear Minna share how giving up a little control and being vulnerable leads to being more trusted.

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4 Key Takeaways

#1 80% of your attention should be listening and 20% breathing;

#2 Generosity is about energy and presence;

#3 Curiosity is less about asking and more about how you contribute without judging; and

#4 We have to like someone before we can trust them.

Be sure to stick around until the end to hear who Minna believes embodies all of this.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:24] The characteristics that we look at in the people we trust most are Generosity, Curiosity and Likability
[5:00] Generosity is really about energy and presence
[7:53] Give your full attention on the other person you're talking to
[8:37] The 80/20 rule
[12:19] Breathing exercise
[13:40] Curiosity is engaging in your given circumstances.
[15:58] When we fix things, we fix things from our lived experience
[17:19] Curiosity is less about asking and more how you choose to contribute
[20:27] What's in the box?
[33:39] Be a little vulnerable

Some Things To Consider Before You Onboard Your Next Volunteers with Tobi Johnson.

#045 – Today I am speaking with Tobi Johnson. Tobi has 25 plus years of experience with nonprofits. Instead of simply moving to another job when she moved across the country 13 years ago, Tobi decided to start her own company where she could share her expertise and help organizations with volunteerism.

Tobi helps organizations of all shapes and sizes build their volunteer strategy by helping organizations replace old and ineffective approaches with new innovative and research-based practices.

One of her superpowers is showing organizations how to onboard new volunteers and make them feel like they are a part of something…

“This feeling of belongings ingrained in our nature as humans.”

“And when you are a volunteer and if you feel like you’re on the outside looking in, you’re just not going to engage and you’re actually gonna become not as productive.”

“The time that belonging matters most is the time when you’re onboarding new volunteers and welcoming people in to make sure that every single person feels like they belong.”

Through VolunteerPro, Tobi provides online volunteer management training, coaching & community to leaders of volunteers at all levels.

Be sure to stick around until the end to hear Tobi discuss using Bling for Belonging.

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4 Key Takeaways

#1 If your volunteers feel like outsiders, they are not going to engage and will not be as productive as they could be;

#2 Volunteers leave groups when they feel implicit promises are not kept;

#3 Make implicit expectations explicit by naming them;

#4 Giving informal recognition can much more powerful than formal recognition.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:23] The feeling of belonging is a deeply human trait.
[5:43] When volunteers feel like outsiders, they're not going to engage and will be less productive.
[8:40] The new volunteer has expectations and they believe promises have been made.
[10:08] Make implicit promises explicit.
[12:53] Make sure new volunteers are connected to your mission.
[15:05] Six reasons why people volunteer
[19:33] Informal recognition is more powerful than explicit recognition
[21:56] Bling for Belonging

Linda Lysakowski shows us how small nonprofits can fundraise from local businesses by simply asking for advice.

#044 – Today I am speaking with Linda Lysakowski. In Linda’s thirty plus years as a philanthropic consultant, she has managed capital campaigns that have raised more than $50 million and has helped hundreds of nonprofit organizations achieve their development goals.

Today we talk about how to raise funds from your local business community. Linda shares great actionable steps on how to build relationships with your local business leaders. A great way to start a conversation is to simply ask for advice.

I might call that person and say, do you mind if I just take you to lunch one day? I’d like to talk to you about what we can do to improve the technology in our business or what we can do to improve the marketing or what we can do to improve our financial picture.

You could ask for advice in many, many different areas, but look at your needs and then try to find businesses that can help those needs.

Most business people are flattered by that. Who doesn’t love talking about themselves and giving advice? This simple ask can be the gateway to more financial support.

You know, the old saying that if you ask for money, a lot of times you get advice. And if you ask for advice, a lot of times you end up getting money.

Linda is a prolific writer and has authored more than 30 books.

Be sure to stick around until the end to hear how one of her clients went from $0 to a half million dollars in less than 1 year.

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4 Key Takeaways

#1 Hang out where the business leaders are;

#2 Invite them in so they can see what you are doing;

#3 You have to build relationships to understand what motivates each business to give;

#4 Your ask must show the economic and the social impact your organization is making on the community.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:20] First step is really obviously identifying what businesses are in your community
[3:14] Hang out where the business leaders are, which is usually the local chamber of commerce
[5:04] Ask businesses questions, like what's important to you about your corporate philanthropy
[6:10] Invite them in and let them see what you're doing
[12:45] So you have to understand what motivates the businesses to give
[16:16] Your case for support has show the economic and social impact your organization is making on the community
[17:09] Asking for advice is a GREAT way to start a conversation
[17:55] If you ask for money, a lot of times you get advice. if you ask for advice, a lot of times you end up getting money
[22:20] The Pandemic caused a lot of companies to re-think their special events
[25:05] Use a Cultivation event to start relationships
[30:16] From $0 to a half million dollars in 1 year

What You Need To Know About Philanthropy, Including Secrets On Increasing Your Return on Relationships With Jarrett Ransom.

#043 – Today I am speaking with Jarrett Ransom AKA “The Nonprofit Nerd”. Jarrett is the Founder & CEO of the Rayvan Group where her titles include Nonprofit Executive, Keynote Speaker, Emcee, Coach, Entrepreneur, Community Builder & Leader, and Philanthropy Thought Leader.

Jarrett helps nonprofits strategically plan for the future – extending 3, 5, 10 years and beyond. This includes developing a broader framework of philanthropy where we can all see ourselves as philanthropists – it is not simply about money.

“It really is by definition, the desire to promote the welfare of others. So it has nothing to do with the amount of zeros at the end of a number of a donation. It has everything to do with the most simplest act of giving. And for me, that’s time, talent or treasure. So it’s not just money. We could give philanthropically of our time. We can give philanthropically of our talents of volunteer efforts. So I really want everyone to feel this empowerment and an embodiment of being a philanthropist”.

Jarrett advises us that relationship building is the foundation of effective fundraising. We should be reaching out to our donors regularly and engaging them. What are their goals? What are their interests? What is their legacy? Our focus should be on listening to them so we can help them be better stewards of their philanthropic dollars.

“we should be listening to our donors. We should be listening to hear back to that mission alignment, where do they wanna make a difference in the community”.

You can find Jarrett co-hosting the American Nonprofit Academy’s daily Nonprofit Show with Julia Patrick on YouTube.

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4 Key Takeaways

#1 Philanthropy is about the most simplest act of giving, time, talent or treasure;

#2 Stop asking and start inviting;

#3 Small consistent monthly or quarterly donations are typically better than a single lump sum donation;

#4 Instead of only looking at a return on investment, we should focus on return on relationships

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:34] Philanthropy has everything to do with the simple, the most simplest act of giving.
[4:10] Stop asking and start inviting.
[5:44] It is about building relationships.
[7:25] Get to know your donors.
[10:11] Smaller consistent donations can be more effective.
[12:40] Understand your donor's purpose.
[18:26] So it comes back to those relationships coming back to your data.
[21:12] Changes since pandemic.
[21:58] So instead of only looking at return on investment, we're starting to look at return on relationship.
[23:28] Ask open ended questions and allowing the person to fill in the gaps.

Rob Webb’s Fundraising Tips That Will Take Your Organization To The Next Level.

#042 Today I am speaking with Rob Webb, founder and Chief Inspiration Officer of Nonprofitcampaigns.com. He founded the company in 2020 to offer online training as a result of seeing nonprofits struggle in the pandemic. Rob is YMCA trained and has over 30 years of experience guiding volunteers and staff in creating High Impact Fundraising Campaigns. One of Rob’s specialties is creating a culture of philanthropy.

“…what we found is so many nonprofit leaders – they view fundraising as drudgery. And they take that paradigm with them when they’re talking with their volunteers and their board members. And they do things unconsciously that drive that culture of charity, versus what we all try to preach was developing a culture of philanthropy.”

Rob teaches his clients that fundraising is all about relationships. Create an active vs a passive relationship. You have to get your hands dirty – talk to your donors and potential donors, spend time with them, find out what is important to them. Start with your banker, insurance broker, your stock broker, people that you have a natural relationship with. Just meet with them and ask for advice, not money. Everybody loves to give advice.

The pandemic showed us how we were over reliant on “special events”. Rob says we should rethink these events and view them as relationship builders rather than money makers.

“Nonprofits gravitate towards thinking special events are fundraisers. Every nonprofit that really took it in the shorts during the pandemic was over reliant on special events. I look at special events as FRIENDRAISERS more than fundraisers.”

Be sure to stick around until the end to hear how to get Deborah to send you a copy of her book

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4 Key Takeaways

#1 Minimum levels of giving actually create maximum levels;

#2 Don’t become over reliant on grant funding;

#3 Don’t view fundraising as drudgery – be positive;

#4 Engage in ACTIVE not passive relationship building.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:45] Don't view fundraising as drudgery.
[4:10] That's really what fundraising is all about - relationships.
[5:44] Tell the story of why you support your organization.
[7:25] Over 80% is given by individuals.
[10:11] The person you least expect may be your biggest donor.
[13:30] Special events are FRIENDraisers NOT FUNDraisers
[16:43] Minimum levels of giving create maximum levels.
[20:02] If you're too reliant on grant funding, that can dry up.

Deborah Pruitt tells us how her 6 Elements of Group Alchemy create a culture where your volunteers work more collaboratively and get more done.

#041 Today I am speaking with Dr. Deborah Pruitt. Deborah is a trained Cultural Anthropologist and applies a dynamic anthropological perspective to helping organizations achieve extraordinary results. More specifically, she helps her clients work collaboratively and unify around a collective vision. She’s found that it all starts with culture – many people have had experiences where they felt disregarded or disrespected.

“That was what led me to think deeply about how do we create a culture in a group that supports working together collaboratively for the same interests and same goals while also honoring the individuals in the group and their needs and what it is that provides the context and the space and the opportunity for them to bring their best and to do it together.”

She founded Group Alchemy to help clients build strategic plans that bring focus to the organization’s purpose and strengthen collaborative problem solving. In this episode, we discuss her 6 Elements of Group Alchemy to help groups, no matter the size, create culture so they could work better together.

1 Inspiration

2 Agreements

3 Accountability

4 Acknowledgement

5 Renewal

6 Mastery

Be sure to stick around until the end to hear how to get Deborah to send you a copy of her book

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4 Key Takeaways

#1 Agreements don’t really matter if you don’t have accountability;

#2 Foundation is built on knowing why we’re here and what we’re are up to;

#3 So many of our groups need to be freed from the management control model;

#4 Instead of blame, Accountability is the ability to solve problems.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[4:55] We are accustomed to authoritarian systems with lots of rules and policies to follow.
[5:52] That led me to look at how we create culture to work collaboratively.
[8:17] My book - 6 Elements of Group Alchemy, was written to be a step wise guide.
[10:25] Agreements don't really matter if you don't have accountability.
[14:42] if we don't understand why we are each here, we don't have a foundation to build anything.
[19:05] I realized we need to constitute a productive group that doesn't depend on authority structure.
[20:30] In our society, accountability = blame.
[23:02] Resiliency was a BIG learning from the Pandemic.

Allegra Mangione’s 5 Step Roadmap To Getting Your Nonprofit Marketing Right

Resources

Key Takeaways

Show Notes

Teri Beckman’s 5 Step Framework 5 Step Framework to Grow Revenue and Impact for Mission Driven Nonprofits

Resources

Key Takeaways

Show Notes

The 3 Characteristics Of The Most Trusted People, According to Minna Taylor.

Resources

4 Key Takeaways

Show Notes

Some Things To Consider Before You Onboard Your Next Volunteers with Tobi Johnson.

Resources

4 Key Takeaways

Show Notes

Linda Lysakowski shows us how small nonprofits can fundraise from local businesses by simply asking for advice.

Resources

4 Key Takeaways

Show Notes

What You Need To Know About Philanthropy, Including Secrets On Increasing Your Return on Relationships With Jarrett Ransom.

Resources

4 Key Takeaways

Show Notes

Rob Webb’s Fundraising Tips That Will Take Your Organization To The Next Level.

Resources

4 Key Takeaways

Show Notes

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Allegra Mangione’s 5 Step Roadmap To Getting Your Nonprofit Marketing Right

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Teri Beckman’s 5 Step Framework 5 Step Framework to Grow Revenue and Impact for Mission Driven Nonprofits

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Adora Drake’s 5 Step SCALE Framework to Move Social Media Followers to Donors.

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The 3 Characteristics Of The Most Trusted People, According to Minna Taylor.

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Some Things To Consider Before You Onboard Your Next Volunteers with Tobi Johnson.

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Linda Lysakowski shows us how small nonprofits can fundraise from local businesses by simply asking for advice.

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What You Need To Know About Philanthropy, Including Secrets On Increasing Your Return on Relationships With Jarrett Ransom.

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Rob Webb’s Fundraising Tips That Will Take Your Organization To The Next Level.

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Deborah Pruitt tells us how her 6 Elements of Group Alchemy create a culture where your volunteers work more collaboratively and get more done.

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