24 | CRM Technology Ecosystems with Jeffrey Wat

Philanthropy Revolution - written by Lisa Greer and Larissa Kostoff - produces a polarizing reaction to its central theme of how Fundraisers and Development Officers miss the mark when asking for donations. Meg Padovani offers her views on this book and invites you to weigh in on the discussion.   Philanthropy Revolution How to Inspire Donors, Build Relationships and Make a Difference By Lisa Greer, Larissa Kostoff 368 pages   Participate in the Discussion by adding your thoughts to this thread: https://aasp.connectedcommunity.org/discussion/book-philanthropy-revolution-by-lisa-greer 00:00 - Philanthropy Revolution Book Report 04:36 - The Book Is Aimed At Development Officers 06:27 - Some Redeeming Takeaways 07:44 - A Heavy Focus on DAFs 08:55 - Statistics from the Lilly Family School of Philanthropy 09:48 - Citations and Sources at the End of the Book 11:16 - Reviews Are Polarized 12:37 - An Invitation To Comment On The Book Association of Advancement Services Professionals (aasp) advserv.org  

In doing research on the data-driven business approach, Jay highlights two books he read along the way. This book report episode has insights and descriptions on two books related to being a Data Driven enterprise and how they can help you understand a data-driven culture and how nonprofits can thrive when they focus on what the data in telling them.   Data Drive - Creating a Data Culture by DJ Patil and Hilary Mason O'Reilly Media, Inc. Published 2015 ISBN: 9781491921197   Data Driven Nonprofits by Steve MacLaughlin Saltire Press Published 2016 ISBN: 9780988850712 00.00 Intro: So much data, so many questions 01.00 (Book 1) Data Driven: Creating a Data Culture 04.00 (Book 2) Data driven non-profits  

In today's episode Jianell talks with Kate Nimety of the Zuri Group. Kate shares insights on the evolution of advancement services, the future of fund management, the importance of scalable solutions, and a horror story about a CRM change. aasp - The Association of Advancement Services Professionals - advserv.org The Zuri Group - zurigroup.com    

The many components of our identities connect to form a unique human experience that is examined and explored further in “Diversity, Equity and Inclusion for Advancement Services – Best Practices for Today’s Success.” Join aasp for a book report and contributing author conversation on this free publication that engages readers through thoughtful delivery, encouraging us to uniquely make good choices. No matter the stage of journey, you’ll feel inspired to ask valuable questions within critical areas of non-profit data services: acquisition, storage and usage.  00.00 Intro: Where do we start? 01.30 Book review 04.40 Summary on sections 11.50 Closing thoughts 12.40 Contributing authors - Intros 14.55 DEI vs ethics 17.10 Task force structure and action plan 20.00 Giving credit where credit is due 21.15 What is the book – what is it for? 25.45 Owning your data 31.00 Making a contribution 37.30 Valuable surprises  DEI for Advancement Services at aasp : https://www.advserv.org/dei-for-advancement-services aasp Best Practices Library : https://aasp.connectedcommunity.org/resource-libraries/best-practices-library    

Celebrating Our Wins through the Annual Aspire Awards Fellow Advancement Service professionals share their perspectives and experiences with the annual Aspire Awards, designed to recognize colleagues for their accomplishments. Become inspired and get ready to document your achievements after receiving advice from both sides of the award process. Robin and Sholanda will motivate future submissions by explaining how to best describe an innovative, complex project and measure success through impact. The size of your team and the size of the project may not matter as much as you would expect it to. It is the size of your story and the impact your project had on your foundation that matters most.   00:00 - Intro: Tell your story 01:30 - Diamond Award Winner Intro, Robyn Doughty 03:00 - How to Start the Submission Process 07:30 - Describe the Impact of Your Improvement 10:05 - Budgeting Time and Effort 13:25 - Selecting a Project 14:40 - Click Submit, and Then What Happens? 18:20 - Is It Worth It?  24:55 - Juror Intro, Sholanda Martin 27:43 - Becoming a Juror 28:40 - The Juror Experience 29:50 - What Does a Juror Look For? 34:05 - Advice on ‘Worthy’ Ideas 43:28 - Apply and See What Happens

Chelsea Lamego and Alejandro Stevenson-Duran, co-founders of Fundminer, discuss their journey in building their company and the challenges they aim to solve in the fundraising and advancement services industry. They share how they met and started working together, the development of their product, and their experience attending the AASP Summit. They also highlight the importance of self-service and scalability in their platform, as well as the role of artificial intelligence in automating repetitive tasks. They offer advice for others looking to build their own solutions and emphasize the value of community and mentorship.

Dr. Becky Frantz is the Executive Director of Customer Service for Development and Alumni Relations at the University of California at Davis. She shares her journey in philanthropy and involvement with the Association of Advancement Services Professionals (aasp). She emphasizes the benefits of volunteering and offers advice for pursuing professional development and volunteerism. Becky also discusses the aasp mentorship program and the value of finding mentor matches in the same or different industry. She highlights the importance of formal education in philanthropy and suggests areas for degree programs or courses. She also recommends aasp's best practice webinars and the aasp Connect platform as valuable resources for learning. - Volunteering in the advancement services field can provide valuable learning opportunities and personal growth. - The aasp mentorship program offers a platform for individuals to connect and learn from each other. - Formal education in philanthropy and nonprofit management is becoming more available and can provide in-depth knowledge and skills. - aasp provides resources such as best practice webinars and the aasp Connect platform for continuous learning and professional development.  - aasp is an inclusive association that welcomes organizations from various sectors and sizes. - aasp Connect and best practices resources are valuable tools for advancement professionals. - Volunteering with aasp offers opportunities to contribute and learn from others.

Data Science for Fundraising by Ashutosh Nandeshwar and Rodger Devine is a comprehensive book that covers topics such as learning R, predictive analytics, and data visualization. The book provides step-by-step instructions and guidance on implementing these concepts. It is written in a casual and approachable language, making it easy to follow along. The authors also provide additional resources and citations for further exploration. Overall, the book is highly recommended for anyone interested in data analytics and fundraising.

Summary In this podcast episode, Meg Padovani discusses the book 'The Little Book of Gold: Fundraising for Small and Very Small Nonprofits' by Eric Hanberg. She highlights the approachability and value of the book, emphasizing its relevance for both small and large organizations. Meg explores the importance of making fundraising goals approachable and shares insights on starting small and building relationships. She also appreciates the casual and supportive tone of the book, which makes it feel like a conversation with the author. Meg concludes by emphasizing the significance of human connection in successful fundraising and the hope and inspiration the book provides.   Takeaways Fundraising goals should be approachable and focus on building relationships. Starting small and cultivating relationships is key to successful fundraising. The book 'The Little Book of Gold' is valuable for both small and large organizations. The casual and supportive tone of the book makes it an enjoyable read. Human connection is at the heart of successful fundraising.

Staying Connected with Mark DeFelippis A leader in the Advancement Services industry, Mark DeFelippis shares familiar career comforts within his professional journey, starting with falling in to a position and finding a home. This personal perspective is a story of evolution and engagement, highlighting the importance of human connection in today’s virtual world.   00:00     Intros & Background 3:00        Mark’s entry in to professional organizations 8:40        History and evolution of AASP and Advancement Services 13:30     Technology revolutions and finding value 17:40     Working to connect 20:30     Understanding the art of fundraising 23:15     A.I. and the Human Factor 27:30     How to build and maintain relationships virtually 32:20     Understanding your role, creating the future 36:15     Value of volunteering