Tag: Fundraising

Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase

Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase

As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it.

Join Bob DiMeo, Devon Francis, and guest Benjamin Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency and decision-making.

You’ll discover:

  • Top three pain points for nonprofits in deriving meaningful insights from data
  • Practical applications of AI and technology in fundraising, grant writing, and report automation
  • Ben’s advice to nonprofit leaders who may be intimidated by AI
  • Future outlook for the technological landscape relating to nonprofits
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Benjamin Aase | CliftonLarsonAllen (CLA) | Show Me the Results: A Practical Guide to Program Evaluation with Chari Smith | The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

About Our Guest:

Benjamin Aase is a principal with CliftonLarsonAllen (CLA). As a member of the national nonprofit leadership team, Ben leads the firm’s nonprofit digital services. CLA’s team of 900 nonprofit professionals serves over 10,000 nonprofits nationally through integrated wealth advisory, outsourcing, digital, audit, and tax services to help them succeed professionally and personally.

Ben earned his BA in Economics from Colorado College and an MBA from the University of Minnesota. Ben is a board director and investment committee member of the Cargill Foundation, a co-founder of Impact Hub MSP, a former Bush Fellows Selection Committee Member and a judge in the Meda Million Dollar Challenge, and a former review board member for the Impact Ventures division of the Minnesota Cup. Ben is also co-founder of the Minneapolis Professional Chapter of Net Impact. Ben was recently named a (Real) Power 50 by Minnesota Business Magazine.

Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith

Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith

Nonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness.

This new dynamic can significantly impact the type of resources a nonprofit attracts!

In this episode, Bob DiMeo and Devon Francis speak with Chari Smith, founder of Evaluation Into Action and author of Nonprofit Program Evaluation Made Simple. They tackle the pressing issue of program evaluation and its role in demonstrating impact and making data-driven decisions.

You’ll discover:

  • The need to look beyond numbers and articulate tangible impact
  • How program evaluation can benefit fundraising and capital campaigns
  • Practical guidance to get started (if you’re new to program evaluation)
  • Real-life examples of organizations benefiting from program evaluation
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Chari Smith | Evaluation Into Action | “Nonprofit Program Evaluation Made Simple” by Chari Smith | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

About Our Guest:

Chari Smith believes evaluation should be accessible, practical, and usable. She founded Evaluation into Action to help nonprofit professionals create realistic and meaningful program evaluation processes. She has taught several workshops helping nonprofit professionals understand the value and use of program evaluation.

Chari is the 2023 President-Elect with the Oregon Program Evaluators Network (OPEN). She is a proud member of the American Evaluation Association (AEA) and the International Society of Evaluation Education (ISEE). She is also an adjunct faculty member for the University of Portland’s Pamplin School of Business Nonprofit MBA program. Her book Nonprofit Program Evaluation Made Simple: Get Your Data. Show Your Impact. Improve Your Programs. provides step-by-step instructions on how to do program evaluation.

Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022?

These are just some of the questions nonprofit leaders are asking today.

In this episode, Bob DiMeo and Devon Francis speak with Dr. Jim Reynolds, president at Millikin University. Having worked in higher education for over three decades, Dr. Reynolds shares his experience in advancing an organization’s mission by adapting endowment management, fundraising, and spending policies to the current environment.

You will learn:

  • Why it’s important to raise for maintenance during capital campaigns
  • The role of higher-ed institutions in bridging the income gap for its students
  • How to build well-balanced committees with diverse members
  • Steps taken by Millikin’s investment committee to improve its ESG efforts
  • And more!

Tune in to unpack key considerations for nonprofit leaders today, in higher education and beyond!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Dr. Jim Reynolds on LinkedIn | Millikin University | Webcast: Mid-Year Capital Markets and Economic Update

About Our Guest:

Dr. James Reynolds is the president of Millikin University, a Decatur-based private institution with a diverse population of about 2000 students. Millikin University consistently receives recognition as one of the nation’s best colleges and is on Princeton review’s Best in the Midwest list, Forbes America’s top colleges rankings, and others. Prior to becoming Millikin’s 16th president in 2020, Dr. Reynolds served as president of Wilmington College in Ohio, where he led the creation of a new campus-wide strategic planning process. Over his career, Dr. Reynolds’ scholarly work has been published extensively and his classroom excellence has resulted in six teacher-of-the-year awards.

 



Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

Fundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil.

In this episode, Bob DiMeo and Devon Francis speak with Brian Gawor, CFRE, vice president of research at Ruffalo Noel Levitz (RNL) and host of the Fundraising Voices Podcast. Brian shares actionable strategies to boost donor engagement and achieve better outcomes for fundraising campaigns.

You will learn:

  • Six variables of the “fundraising equation” that nonprofit leaders should know about
  • How higher-ed institutions and other nonprofits can take a data-driven approach to fundraising
  • How this downturn is stocks might impact your fundraising and your endowment 
  • How to use AI-personalization to improve communication with donors
  • The process of turning small-scale donors into major gifters
  • And more!

Tune in to learn how you can improve your organization’s fundraising!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Brian Gawor on LinkedIn | Ruffalo Noel Levitz (RNL) | Fundraising Voices Podcast | Amplify Your Impact Through Strategic Philanthropy with Caren Yanis (Ep. 36) | How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount (Ep. 45)

About Our Guest:

Brian Gawor is the vice president of research at Ruffalo Noel Levitz (RNL) with a background in student affairs, enrollment, annual giving, and major gifts. Brian leads actionable research and strategy to propel the success of RNL’s 1,900 partner clients. He’s a first-generation college graduate grateful to the donors who made it possible. Considering himself a dedicated giving geek, Brian strikes down myths about fundraising and believes that the best strategy comes from listening to donors at scale. Brian regularly presents at professional conferences, and you can also find him hosting RNL’s regular LinkedIn live broadcasts, webinars, and the Fundraising Voices Podcast.