Everything Non-Profit

Puget Sound Project Management Volunteers (PSPMV) celebrated our 2nd anniversary with a special episode, featuring co-founder Kayla Quijas. She discusses challenges faced by non-profits, simplifies project terms, and highlights project management's crucial role in boosting their effectiveness.-----------------------------------LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. Your feedback would be valuable and help the growth of our podcast.LISTENER SURVEY:Share your thoughts on the podcast hereNON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: Puget Sound Project Management Volunteers | free project management for nonprofits (pugetsoundpmv.org)PROJECT MANAGERS:Become a part of our Project Management community: Volunteer | Puget Sound Project Management Volunteers (pugetsoundpmv.org)FOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

How can trauma-informed storytelling help increase donor engagement, raise awareness, and leave a lasting impact for your non-profit? This month, we chatted with Maria about her work on the importance of ethical storytelling and organizations benefiting from having strong messaging strategies.Maria Bryan is a nonprofit messaging strategist and trainer. She helps nonprofit leaders tell powerful and impactful stories that do no harm. Maria has over fifteen years in marketing communications in the public sector. She has a master’s degree in public administration, a bachelor’s degree in journalism, and is professionally certified in trauma & resilience. Maria is a firm believer that storytellers make the world a healthier, safer, cleaner, and happier place.➡️ Reach out to MariaEmail: [email protected] Bryan Creative Website: https://www.mariabryan.com/15 Free Marketing Templates: https://www.mariabryan.com/marketingtemplates➡️ Connect with Maria on LinkedIn-----------------------------------LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. Your feedback would be valuable and help the growth of our podcast.LISTENER SURVEY:Share your thoughts on the podcast hereNON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

In this episode, we explore the fascinating world of artificial intelligence (AI) and its transformative potential within the non-profit sector. Join us on a conversation with Dave Norris about how non-profit organizations can leverage AI technologies to enhance their effectiveness, streamline operations, and amplify their social impact.Dave Norris is a professional with a wealth of development and marketing experience. With over a decade of industry expertise, Dave has honed his skills through various roles, including lead developer, CEO of a digital marketing agency, and CTO of a nonprofit tech startup. In 2017, he built his first machine-learning project.Currently, Dave serves as the CEO of Proofpact and Bold Crow. Proofpact generates social proof, creates meaningful digital user experiences, and is implementing the responsible use of AI for nonprofits. He and Bold Crow have developed a robust platform that accelerates the creation of customized AI agents, empowering businesses and nonprofits alike to enhance experiences, efficiency, and operations.➡️ Reach out to DaveEmail: [email protected] Website: https://proofpact.com/Bold Crow Website: https://boldcrow.ai/➡️ Future Frontier Newsletter: A weekly newsletter containing AI news headlines from the previous week➡️ Connect with Dave on LinkedIn-----------------------------------LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. Your feedback would be valuable and help the growth of our podcast.LISTENER SURVEY:Share your thoughts on the podcast hereNON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

Does budget deficit at a non-profit always indicate a negative outlook? What is the Chart of Accounts? We explored these thought-provoking questions related to non-profit finance and accounting in this episode with a seasoned expert in the field, Sean Hale.Sean has over 20 years of experience serving non-profits. His passion lies in streamlining the administrative side of non-profits, allowing them to truly focus and shine. Sean has also helped boards and management to navigate complex situations and consistently left the organizations stronger and ready for their next stage of growth.Today he gets to lead a team of outstanding nonprofit accounting and finance professionals. Together, they provide temporary and ongoing services to small and mid-sized nonprofits so they can have the back office support they need for the whole organization to flourish. Additionally, Sean is the co-founder of Philanthroforce, a nonprofit capacity builder that makes it easier for nonprofits to find the right consultant.➡️ Reach out to SeanEmail: [email protected]: https://www.seanhale.org/➡️ Blog posts and resources on topics coveredMath Anxiety + engaging your board and management in financesMatrix Map – for making difficult budget decisionsDon’t use QuickBooks as your donor database – at +/- 7:25 on the videoFractional CFO Services – what does it include?Indirect Cost Rate – Getting government grants to cover the full program costs➡️ Connect with Sean on LinkedIn-----------------------------------LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. Your feedback would be valuable and help the growth of our podcast.LISTENER SURVEY:Share your thoughts on the podcast hereNON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

Join us as we discuss digital fundraising for non-profit organizations with Jodie. In this episode, we cover essential strategies, including A/B testing in emails, segmenting your audience, and tracking KPIs. We also explore scaling existing strategies with Blackbaud Luminate and provide concrete examples of successful and failed fundraising campaigns. Jodie Ou is a communications and fundraising professional. She has 5+ years of experience managing projects and stakeholders across non-profit, retail, and marketing industries.As a Digital Fundraising Consultant at Doing Good Digital, Jodie works with esteemed non-profits across North America to elevate and maintain their digital fundraising practices with the goal of raising funds and awareness to support their unique missions. ➡️ Reach out to JodieEmail: [email protected]➡️ Blog posts and resources on fundraising from Doing Good Digital:https://www.doinggoodagency.com/➡️ Connect with Jodie on LinkedIn-----------------------------------LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. Your feedback would be valuable and help the growth of our podcast.LISTENER SURVEY:Share your thoughts on the podcast hereNON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

Cheers to our 15th episode milestone!This time, Kayla and Carmen discussed setting up their non-profit's social media platforms. They covered the benefits of having a strong social media presence, analyzed the different platforms and provided tips on optimizing profiles. Tune in to the show for practical insights and actionable advice!LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. It really helps the podcast especially since we're just getting started.LISTENER SURVEY:Share your thoughts on the podcast here.NON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

In this latest episode, Kayla and Carmen shared their experiences and lessons learned from managing administrative tasks for their non-profit organization, Puget Sound Project Management Volunteers. They discussed their go-to communication and documentation tools and how they have optimized them to improve operations.LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. It really helps the podcast especially since we're just getting started.LISTENER SURVEY:Share your thoughts on the podcast here.NON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

Kayla and Carmen used the project management 'lessons learned' format to dissect their path as non-profit start up founders. They asked questions including what went well, what could have gone better, and what can be done differently next time to reflect upon crafting the mission and vision statements, and their 6-pager business plan.LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. It really helps the podcast especially since we're just getting started.LISTENER SURVEY:Share your thoughts on the podcast here.NON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

As hosts of this podcast, Kayla and Carmen had a raw and honest conversation about their motivation to co-found the Puget Sound Project Management Volunteers. They shared their paths from being a Project Manager to standing up the non-profit organization, and the legacy that they want to leave behind as co-founders.LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. It really helps the podcast especially since we're just getting started.LISTENER SURVEY:Share your thoughts on the podcast here.NON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]

Have you always wondered about the legal issues unique to nonprofit and charitable organizations? What is the the public support test and fiscal sponsorship? If you want to find out answers to these questions, you must tune into this episode with Valerie Sussman.Valerie is a nonprofit lawyer specializing in advising 501(c)(3) public charities and private foundations. She assists clients in attaining their charitable goals while maximizing their ability to give through the use of tax-advantaged strategies. Her expertise in estate planning and administration enables her to work closely with clients on charitable planning, trusts, bequests, and on interpreting and revising charitable gift instruments. As a member of the Boston Bar Association, Valerie has presented seminars on topics related to tax updates and trusts and estates law. She is also a member of the Boston Estate Planning Council, where she served as chair of the Women’s Initiative and Education committees and is the Co-Chair of the Member Involvement Committee.Note: Please note that the material in this interview is solely for informational purposes. It is not intended to provide, and should not be relied upon, for tax, legal, or accounting advice. You should consult a tax, legal, and/or accounting advisor before engaging in any transaction.➡️ Reach out to Valerie:Email: [email protected]➡️ Resources for Non-Profits from Hurwit & Associates:https://www.hurwitassociates.com/➡️ Connect with Valerie on LinkedIn-----------------------------------LEAVE US A REVIEW:Did you enjoy the episode? You can rate and leave us a review here. It really helps the podcast especially since we're just getting startedLISTENER SURVEY:Share your thoughts on the podcast hereNON-PROFITS IN PUGET SOUND:Tell us about your Project Management needs. We will connect you with an experienced volunteer Project Manager: https://forms.office.com/r/uTKt9gRXXdPROJECT MANAGERS:Become a part of our Project Management community: https://forms.office.com/r/f7d14Zim3LFOLLOW & SUBSCRIBE:@Everything Non-Profit on Apple Podcasts/ Spotify/ Amazon Music/ Radio Public@PugetSoundProjectManagementVolunteers on LinkedInHOSTS:➡️ Connect with Carmen on LinkedIn➡️ Connect with Kayla on LinkedInEmail: [email protected]