Unlocking the Power of Donor-Advised Funds

Welcome back to Elevate Your Event! In this insightful episode, Jeff is joined once again by Mitch Stein from Chariot to break down the often misunderstood world of donor-advised funds (DAFs). From debunking myths to sharing real-life success stories, they dive into how DAFs can revolutionize giving at your fundraising events—and how the Handbid and Chariot integration makes it easier than ever.In This Episode:What a donor-advised fund (DAF) is and why it’s not just for the ultra-wealthyHow DAF donations compare to credit card donations—spoiler: they’re often 8–10x larger!Why Chariot’s integration with Handbid is a game-changer for simplifying DAF givingCommon DAF donation restrictions (and how to stay compliant at events)Tips for identifying and encouraging DAF donors to support your causeA look ahead to DAF Day on October 9 and what it means for nonprofitsWhy It Matters: DAFs aren’t just a tax tool for major donors—they’re a growing giving vehicle for everyday philanthropists. By making it easier for donors to give through their DAFs, nonprofits can unlock more generous gifts, reduce donor friction, and stay compliant without the paperwork headache.Key Takeaways:DAF users often give to more charities—on average, 12 per year vs. 2 for typical donorsDonors give more when using “set-aside” funds from their DAFs, much like spending a gift cardA smooth, integrated DAF experience can eliminate donor confusion and maximize giftsMaking your EIN easily accessible and talking about DAFs at events can drive engagementFinal Thought: Donor-advised funds don’t have to be intimidating or complex. With the right tools and a little education, you can make DAF giving easy, accessible, and highly impactful for your organization. Tune in to find out how—and why now is the perfect time to get on board.

Welcome back to Elevate Your Event! In this forward-looking episode, Jeff, Elise, and Shania take a deep dive into how mobile app technology can transform the arrival experience at fundraising events.In This Episode:The evolution of mobile and native app technology since the early iPhone days—and why it matters for eventsThe difference between “lean forward” and “lean back” user engagementWhy native apps provide a significantly better guest experience than mobile web solutionsHow features like facial recognition, app clips, and smart check-in systems can streamline entry and reduce linesA look at how technology can help guests pre-register, check in, and even donate with just a gestureWhy It Matters:For many event planners, the arrival experience sets the tone for the entire evening. If guests are stuck in line or fumbling with outdated systems, it can take the energy out of your event before it even begins. This episode explores how to remove friction, improve personalization, and use technology in ways that feel seamless and thoughtful—not invasive.Key Takeaways:Mobile apps give you a level of control and interaction that mobile web simply can’t matchPre-event engagement through apps can eliminate check-in bottlenecksEmerging tools like app clips and facial recognition create fast, secure entry pointsEven donations can be modernized with creative app features—no paddles requiredFinal Thought:If you’re still relying on basic check-in tools and printed guest lists, it might be time to elevate your arrival experience. Tune in for a fresh take on what’s possible when tech works with you, not around you.

Starting a nonprofit can feel like standing at the edge of a cliff with a parachute you’ve never packed. In this episode, Jeff, Inga, and Mark sit down with Matt Stockman to unpack his six-part framework—the Nonprofit Launch Plan—that helps emerging nonprofits go from overwhelmed to organized. What You’ll Learn:Why most nonprofit founders are driven by mission, but held back by a lack of structure.The six critical areas every nonprofit must address to thrive: development, leadership, operations, finances, marketing, and programs.How to craft a mission statement that’s clear, confident, and actually useful (not just pretty words on paper).Fundraising 101: The five elements of a successful ask—from the problem to the call to action.Why board composition matters and how to choose members who push your org forward (not just nod along).The truth about events: how great guest experiences drive revenue—and why not all tech is created equal.Matt’s Big Takeaway: The difference between a nonprofit that survives and one that thrives often lies in having a simple, flexible framework and the courage to stick to it.Connect with Matt:Email: [email protected]: nonprofitlaunchplan.comHosts: Jeff Porter, Inga Weiss, and MarkPresented by: Handbid Subscribe on Apple Podcasts, Spotify, or YouTube and never miss an episode!

In this fun and candid episode, Mark, Elise, and Jeff recap Handbid’s 19th annual Derby Fundraiser, highlighting what went well, what could be improved, and how they continue to elevate their signature event each year. From logistical tweaks to food upgrades, the team walks us through the behind-the-scenes moments that made this year’s Derby Day a hit.Episode Highlights:New Betting Software: Handbid rewrote its betting software from scratch, creating a smoother, faster experience for guests.Elevated Food and Drinks: Coast to Coast catering returned with delicious bites, while Rocker Spirits and Breckenridge Brewery kept the drinks flowing.Event Layout Improvements: New seating arrangements and reconfigured fire pits improved flow and comfort for attendees.Tech Hiccups: A moment of panic struck when NBC’s livestream of the Kentucky Derby briefly went down – hear how the team handled it.Community Feedback: Discover what guests loved and what they suggested for next year, including more shade, better table placement, and more diverse auction items.Musical Performances: Mitch Rossell, a Garth Brooks collaborator, headlined the event, impressing attendees with top-tier country tunes. Tune in now to hear how Handbid continues to refine and elevate their events, ensuring every year is better than the last!

In this episode of Elevate Your Event, we’re joined by Kimberly Tittle, Executive Director of 15|40 Productions, who brings over two decades of expertise in crafting unforgettable events. Kimberly dives deep into what it really takes to elevate guest experiences—from arrival to farewell. She shares how a thoughtful blend of technology and human connection can make or break an event, and why guest comfort should always be center stage.We also explore the unique dynamics of balancing celebrity privacy with charitable engagement, adding interactive elements that leave lasting impressions, and the behind-the-scenes magic of coordinating teams and volunteers. Kimberly highlights the irreplaceable value of professional event planners in pulling all the pieces together and delivering events that guests won’t stop talking about.Top Takeaways:Events should align with organizational goals and guest expectations.A seamless guest experience builds community, comfort, and awareness.The arrival moment sets the tone—clear signage and direction matter.Tech enhances events when it’s intuitive and non-intrusive.Balance is everything: celebrity privacy vs. engagement, innovation vs. comfort.Know your audience’s tech tolerance before going high-tech.Experiential and interactive elements boost engagement and fundraising.Strong teams, clear communication, and organized volunteers make the magic happen.Pro event planners keep logistics smooth so the mission stays front and center.In-house skills can stretch budgets and simplify execution.

This episode flips the script. No guests. No panels. Just Jeff and Mark diving deep into the history and evolution of one of Denver’s most unique fundraising events: Derby Day at Fiddler’s Green. What started as a backyard party nearly two decades ago is now a full-blown, high-end experience with fire pits, LED screens, custom cocktails, and serious fundraising power.Jeff shares how the event has grown, what they’ve learned (sometimes the hard way), and why creating a memorable experience is the key to fundraising success. From ditching stuffy venues to selling $5K fire pit tables and booking Nashville acts—this is a masterclass in bold moves and thoughtful planning.What You’ll Learn:How to elevate your event year after year—without losing your audienceThe art of risk: investing in experience to drive revenueCreative sponsorship strategies and how cold calls could pay offWhy guest experience matters more than spreadsheetsThe surprising ROI of outdoor furniture and fire pitsLinks & Mentions:Event info: DerbyDenver.com Whether you’re planning your first gala or your 20th, this episode is packed with practical ideas, honest insights, and a few laughs along the way.

In this episode, our guest Graeme Watt introduces the Strategic Inevitability Framework—a powerful tool designed to help nonprofits bring clarity, focus, and follow-through to their strategic plans. Graeme shares why it’s crucial to set clear goals, build accountability, and focus on fewer, high-impact actions to drive meaningful progress.He also dives into the importance of celebrating wins, co-creating plans with your team, and visualizing success with exercises like the “Champagne Moment.” From adapting during execution to breaking free from outdated practices, Graeme offers practical insights and tools to help organizations not just plan, but thrive.🎧 Tune in to learn: • Clarify goals with a focused, strategic framework. • Prioritize fewer, high-impact activities for better results. • Build accountability through regular check-ins and clear execution plans. • Use a 12-month roadmap to guide action and maintain momentum. • Embrace essentialism and flexibility to stay on track. • Co-create plans to boost team commitment and ownership. • Celebrate wins to sustain energy and progress. • Align event planning with strategic goals. • Strong execution often matters more than novel ideas.🔗 Links & Resources:Instagram: @anthemcreativeFacebook: https://www.facebook.com/anthemcreative/LinkedIn: https://www.linkedin.com/in/wattgraeme/If you enjoyed this episode, leave us a review and share it with a fellow fundraiser! 🚀💡 Connect with Handbid:📍 Website📍 Instagram📍 LinkedInListen, rate, and subscribe!Apple PodcastsSpotifyGoogle Podcasts

In this episode of Elevate Your Event, we sit down with Scott Dishong, CEO of Make-A-Wish Colorado, to explore how his team brings hope and joy to children with critical illnesses. From unique wishes (like a robotic dragon!) to the massive impact of student-led fundraising, Scott shares insights into what makes Make-A-Wish so special.We also dive into fundraising strategies, including how Make-A-Wish Colorado transformed their traditional gala into Whiskey, Wine & Wishes—a high-energy, concert-style event that engages new donors while keeping longtime supporters excited. Plus, Scott shares leadership lessons and the key to building strong teams and relationships in the nonprofit world.🎧 Tune in to learn:✔️ How Make-A-Wish Colorado grants 380+ wishes per year✔️ The impact of student-led fundraising & Wish Week✔️ Why events are still a powerful donor engagement tool✔️ How to turn a gala into an unforgettable experience✔️ Scott’s top advice for nonprofit leaders🔗 Links & Resources:Connect with Scott: https://www.linkedin.com/in/scottdishong/ Learn more about Make-A-Wish Colorado: www.colorado.wish.orgFacebook: https://www.facebook.com/WishColorado/Instagram: https://www.instagram.com/wishcolorado/ LinkedIn: https://www.linkedin.com/company/wishcolorado/If you enjoyed this episode, leave us a review and share it with a fellow fundraiser! 🚀💡 Connect with Handbid:📍 Website📍 Instagram📍 LinkedInListen, rate, and subscribe!Apple PodcastsSpotifyGoogle Podcasts

Episode Summary:Your event was a hit—but how do you keep donors engaged after the night is over? In this episode of Elevate Your Event, we dive into the must-know strategies for donor retention.From capturing donor data at check-in to creating meaningful touchpoints throughout the year, we’re breaking down practical ways to keep supporters connected. Plus, we discuss why making small improvements to your event each year keeps donors excited (without alienating your long-time supporters).Key Takeaways:Get Their Info – Capturing donor data at check-in is essential for future engagement and follow-ups.Keep in Touch – Donors should hear from you more than once a year—updates and appreciation go a long way.Mix It Up – Small event tweaks keep things fresh and prevent donor fatigue.Use Surveys Wisely – Gather feedback during the event to make impactful changes.Don’t Be Afraid of Change – Evolving your event strategy helps attract and retain the next generation of donors.🎧 Tune in now for expert insights on keeping your donors engaged long after your event ends!💡 Connect with Handbid:📍 Website📍 Instagram📍 LinkedInListen, rate, and subscribe!Apple PodcastsSpotifyGoogle Podcasts

Episode Summary:Welcome back to the Elevate Your Event podcast! In this episode, we’re diving into the power of text messaging for fundraising with special guest James Martin from RallyCorp. If you’ve ever struggled with low email open rates or declining donor engagement, you’ll want to hear how SMS can transform the way you connect with supporters.James shares his journey from building a content management company to founding RallyCorp, a platform dedicated to human-centered texting for nonprofits. He explains why text messaging outperforms email, how to navigate compliance challenges, and why a 15% click rate should be your new benchmark for engagement.James also shares some great insights on where text messaging is headed, including new technologies like RCS (Rich Communication Services), personalized tracking links, and two-way engagement strategies.What You’ll Learn in This Episode:Why Text Messaging is a Game-Changer – With 90% read rates, it’s one of the most effective communication tools available.The 15% Click Rate Guarantee – RallyCorp backs its results by guaranteeing engagement.Shortcodes vs. 10-Digit Numbers – Understanding the differences and when each is the right fit for your organization.Text-to-Give: Then vs. Now – How modern SMS fundraising works compared to the old carrier billing model.Real-Time Fundraising Impact – How nonprofits are using video messaging and SMS to bring donors into the story at the moment it’s happening.Compliance & Deliverability – Why many CRMs fail at SMS and how to ensure your messages actually get delivered.Data, Analytics, & AI – How advanced tracking can help optimize your messaging and fundraising strategy.Key Takeaway:If you’re still relying only on email or direct mail, it’s time to rethink your donor engagement strategy. Text messaging is here to stay, and when used correctly, it can dramatically increase event attendance, donor participation, and overall fundraising success.Resources & Links:Learn more about RallyCorp: rallycorp.comGet in touch with James directly: Text “JAMES” to 24365Looking to integrate SMS with Handbid? Stay tuned—more details coming soon.Listen, rate, and subscribe!