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<p><em>Nonprofit digital strategist and technology coach Maureen Wallbeoff gives advice to social good professionals in this new sgENGAGE series.</em> <em>Have a question you’d like Maureen’s help with? Leave a comment and you could be featured in an upcoming post!</em></p> <p>&nbsp;</p> <p>Dear Maureen,</p> <p>What information should we collect from our nonprofit&#8217;s supporters? We don’t want to ask for too much, but right now we’re gathering just first name, last name, and email address. Donors also give their street address. Should we be asking for more? What would we use it for?</p> <p>Signed,<br /> Just the Basics</p> <p><strong> </strong></p> <p>Dear JtB,</p> <p>Great question! When it comes to simple things like an email sign up form, less is definitely more. Just first name and email address (and maybe zip code) might be all you really need.</p> <p>Once someone is signed up for your email, you may want to collect more detailed interest information from them through a short survey. You can ask questions like, “What’s your connection to our mission?”, or “Which of our programs are you most interested in?”</p> <p>Another useful piece of data to consider collecting is cell phone number. <a href="https://www.nonprofitpro.com/article/6-roles-sms-nonprofit-strategy/">Many nonprofits are beginning to use SMS</a>, or text messages, to communicate with their supporters. This can feel a little scary for some teams &#8211; after all, you don’t want to turn people off by communicating through a channel that your supporter doesn’t want you to use. By getting permission and doing some testing, you can figure out which audiences are pro-SMS and start to leverage that channel for them.</p> <p>One place where nonprofit organizations can struggle is having a ‘single source of truth’ about their constituents. This means knowing all the ways that a supporter is involved with your mission. Do you know how many of your donors are also advocates, volunteers, or <a href="https://npengage.com/nonprofit-fundraising/peer-to-peer-fundraising-emerging-trends/">peer-to-peer fundraisers</a>? Look outside of your own team’s data and try to get a clear picture of how engaged your supporters are.</p> <p><em><span><strong><a href="https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&amp;_ga=2.54001006.731491271.1620053791-169494702.1615508274&amp;eventid=3087138&amp;sessionid=1&amp;key=8CEF24146F3BBBAE7167CFCF5A86927E&amp;regTag=&amp;V2=false&amp;sourcepage=register">Free on-demand webinar: Tap Your Supporter Base for New Donor Acquisition</a></strong></span></em></p> <p>Finally, be sure that you’ve got a plan to use the information you’re collecting! If you ask for permission to send text messages but you never actually send text messages, it can feel disappointing to your supporters. Nonprofit teams generally collect A TON of data and don’t use more than 10% of it. While it can be tempting to gather and store a lot of information, it’s not beneficial to you or your supporters if that data is just sitting in your database taking up space.  Because your organization isn’t collecting a lot of info now, you should be able to think strategically about the data you need and how you’ll use it.  Hope this helps!</p> <p>Maureen</p><p>The post <a href="http://npengage.com/nonprofit-fundraising/ask-maureen-collecting-information-from-nonprofit-supporters/">Ask Maureen: Collecting Information from Nonprofit Supporters</a> first appeared on <a href="http://npengage.com">npENGAGE</a>.</p>
<p>The last year has brought a lot of change and a lot of new learnings. And from healthcare to poverty to racial justice, social good organizations are looking to find new solutions that meaningfully impact these important issues. However, as with any big social impact initiatives, that will require that organizations embrace learning from the inevitable failures along the way. That’s why today we’re bringing back an episode from August 2019 featuring Kate Robinson, executive director of the documentary film <em>Failing Forward: On the Road to Social Impact</em>.</p> <p>Kate talked to host Steve MacLaughlin about how nonprofits and other social good organizations can use failure to make a bigger impact. Listen to the episode to hear what Kate Robinson has to say about learning culture, the questions that organizations should be asking to improve programs, and what role funders play in the process of failure and learning.</p> <p><strong>Topics Discussed in This Episode:</strong></p> <ul> <li>The purpose of Kate’s documentary, <em>Failing Forward: On the Road to Social Impact</em></li> <li>The characteristics of a learning culture</li> <li>The pressure on nonprofits to appear effective</li> <li>Using data as a tool to learn and drive decision making</li> <li>Questions that organizations should ask to learn and improve programs</li> <li>Overcoming resistance within organizations to “failing fast”</li> <li>The dangers of not having a learning culture open to failure</li> <li>The role of funders in adjusting perspectives to make learning from failure a bigger part of the equation</li> <li>Building trust between funders and grantees to allow for more transparency</li> </ul> <p><em><strong>Subscribe to the podcast on <a href="https://itunes.apple.com/us/podcast/the-sgengage-podcast/id1076667160?mt=2" target="_blank" rel="noopener noreferrer">iTunes</a>, <a href="https://www.stitcher.com/podcast/blackbaud/raise-engage-a-filtersoff-podcast-series-for-nonprofits" target="_blank" rel="noopener noreferrer">Stitcher</a> or your preferred streaming service for future episodes!</strong></em></p> <p><b>Listen Now:</b></p> <p></p> <p><strong>Resources:</strong></p> <p><a href="https://www.linkedin.com/in/foxservingpie/" target="_blank" rel="noopener">Kate Robinson</a></p> <p><a href="https://www.nonprofitsfailingforward.org/" target="_blank" rel="noopener">Failing Forward</a></p><p>The post <a href="http://npengage.com/sgengagepodcast/the-sgengage-podcast-episode-194-turning-failure-into-impact/">The sgENGAGE Podcast Episode 194: Turning Failure into Impact</a> first appeared on <a href="http://npengage.com">npENGAGE</a>.</p>
<p>There’s always something that can throw your organization’s budget off track. Some crises are worse than others – the COVID-19 pandemic in 2020, for example, brought completely unforeseen challenges – but even if internal or external factors don’t rise to that level, you can count on some type of shift.</p> <p>Today’s episode covers how to prepare for budget shifts so you are ready when they come. Listen in to hear Mary Aquino and Melissa Rancour from Blackbaud University talk about how to identify potential causes of budget changes, understanding the legal process for budget shifts, and anticipating and handling fundraising impacts.</p> <p><strong>Topics Discussed in This Episode:</strong></p> <ul> <li>How COVID-19 impacted budgets and how organizations responded</li> <li>Causes of budget variance</li> <li>The legal obligations that organizations have for using donations</li> <li>Education about restricted and endowment funds</li> <li>Documenting the budget process</li> <li>Questions to ask yourself to get your policy documented</li> </ul> <p><em><strong>Subscribe to the podcast on <a href="https://itunes.apple.com/us/podcast/the-sgengage-podcast/id1076667160?mt=2" target="_blank" rel="noopener noreferrer">iTunes</a>, <a href="https://www.stitcher.com/podcast/blackbaud/raise-engage-a-filtersoff-podcast-series-for-nonprofits" target="_blank" rel="noopener noreferrer">Stitcher</a> or your preferred streaming service for future episodes!</strong></em></p> <p><b>Listen Now:</b></p> <p></p> <p><strong>Resources:</strong></p> <p><a href="https://www.linkedin.com/in/mary-aquino-cooper-cnap-6a21ba4/">Mary Aquino</a></p> <p><a href="https://www.linkedin.com/in/melissa-rancour/">Melissa Rancour</a></p> <p><a href="https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&amp;_ga=2.46584929.731491271.1620053791-169494702.1615508274&amp;eventid=2976882&amp;sessionid=1&amp;key=3D1C99D4F5D98D0684B07D1245E77B55&amp;regTag=&amp;V2=false&amp;sourcepage=register">Webinar: Keep Calm &amp; Carry On: Handling Unplanned Budget Changes</a></p> <p><a href="https://npengage.com/nonprofit-management/nonprofit-accounting-communicating-budget-changes/">Article: Budget Changes? Keep Calm and Carry On with These Tips!</a></p> <p><a href="https://npengage.com/nonprofit-management/annual-planning-change-management/">Article: Annual Planning in an Ever-Changing World</a></p> <p>&nbsp;</p> <p><strong>Quotes:</strong></p> <p>“When the economy’s up, most of the time donations tend to go up with it. But when the economy’s down, then donations normally decrease too.”</p> <p>“Sometimes people don’t realize there’s a domino effect that kind of goes on with these shifts.”</p> <p>“Word of mouth is not a budget update process.”</p><p>The post <a href="http://npengage.com/sgengagepodcast/the-sgengage-episode-193-preparing-for-budget-shifts/">The sgENGAGE Episode 193: Preparing for Budget Shifts</a> first appeared on <a href="http://npengage.com">npENGAGE</a>.</p>
<p><span data-contrast="auto">While not a new concept or strategy, environmental, social and governance </span><span data-contrast="auto">(ESG) </span><span data-contrast="auto">programs are on the rise. Over the last couple of years, as natural disasters continued to pick up in intensity and COVID</span><span data-contrast="auto">&#8211;</span><span data-contrast="auto">19 brought rising income and healthcare inequalities to center stage, corporations have increasingly been pouring more focus into their own ESG measurements and practices </span><span data-contrast="auto">in conjunction with</span><span data-contrast="auto"> their <a href="https://npengage.com/companies/comprehensive-social-responsibility/">corporate social responsibility efforts</a>. </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">Next week, the YourCause + Blackbaud team is excited to be releasing a whitepaper o</span><span data-contrast="auto">n</span><span data-contrast="auto"> ESG. </span><span data-contrast="auto">The whitepaper will </span><span data-contrast="auto">include </span><span data-contrast="auto">the</span><span data-contrast="auto"> following</span><span data-contrast="auto"> history of ESG, components of ESG programming, an overview of measurement and</span><span data-contrast="auto"> </span><span data-contrast="auto">management, perspectives from CSR leaders, resources to learn more and stay up to date with trends</span><span data-contrast="auto">, and more. </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">Ahead of the </span><span data-contrast="auto">full</span><span data-contrast="auto"> release, we wanted to give a preview and share an excerpt focused on the history of ESG</span><span data-contrast="auto"> as a pillar of CSR</span><span data-contrast="auto">. Throughout the timeline, you</span><span data-contrast="auto"> will</span><span data-contrast="auto"> find links </span><span data-contrast="auto">to</span><span data-contrast="auto"> explore </span><span data-contrast="auto">each event further. The foll</span><span data-contrast="auto">owing timeline</span><span data-contrast="auto"> is not a completely comprehensive representation of all events that </span><span data-contrast="auto">have </span><span data-contrast="auto">shaped ESG (that would be a lot of pages!</span><span data-contrast="auto">) but</span><span data-contrast="auto"> is a series of even</span><span data-contrast="auto">ts</span><span data-contrast="auto"> that we found to intersect well with our understanding of corporate social responsibility. </span></p> <p>Sign up for the YourCause+Blackbaud newsletter <a href="https://solutions.yourcause.com/blog/">here</a> to be notified when the whitepaper is available for download.</p> <p><span data-contrast="auto">Happy reading! </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">____________________________________________________________________________</span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">As with the overarching concept of </span><span data-contrast="auto">corporate social responsibility</span><span data-contrast="auto">, the practice of ESG has a</span><span data-contrast="auto">n</span><span data-contrast="auto"> overlapping history that can be traced back to several</span><span data-contrast="auto"> key</span><span data-contrast="auto"> events</span><span data-contrast="auto">.</span><span data-contrast="auto"> Rather than a single moment in time, ESG was born out of actions in the business community over several decades that culminated into our modern understanding of ESG today. Here’s a timeline with links to articles about significant events over the last century that helped form our current context: </span><span data-ccp-props="{}"> </span></p> <p>&nbsp;</p> <p><b><span data-contrast="auto">1950s &amp; 1960s</span></b><span data-contrast="auto">&#8211; Electrical and Mine Workers Unions started investing pension capital in affordable housing and health facilities </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">196</span></b><b><span data-contrast="auto">0s</span></b><span data-contrast="auto">&#8211; Anti Vietnam War protests and the push for peace in the United States is well-known for the actions taken by University students and protesters, but also involved outspoken members of the business community. This quote, taken from the TIME article “</span><a href="https://time.com/5106608/protest-1968/"><span data-contrast="none">Behind the Anti-War Protests that Swept America in 1968</span></a><span data-contrast="auto">”, is a good example of that. </span><span data-ccp-props="{}"> </span></p> <p><i><span data-contrast="auto">“</span></i><i><span data-contrast="auto">A financial brokerage house, Paine Webber, Jackson &amp; Curtis, went so far as to run an ad saying that peace in Vietnam would be “the most bullish thing that could happen to the stock market.”</span></i><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">On the other side of business influence in the Vietnam War was the production of Agent Orange, a chemical weapon used by the United States Military and produced by several US based </span><span data-contrast="auto">c</span><span data-contrast="auto">hemical companies. Companies involved in the production of Agent Orange are still facing lawsuits from victims, both US veterans and civilians</span><span data-contrast="auto"> from Vietnam, Cambodia, and Laos, to this day. </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">A</span><span data-contrast="auto">nti-war wasn’t the only movement that took </span><span data-contrast="auto">place</span><span data-contrast="auto"> in the 1960s. This decade also saw the Black Power Movement, American Indian Movement, a further push for women’s rights</span><span data-contrast="auto">,</span><span data-contrast="auto"> rights of farmworkers, and the Green Power Movement. </span><span data-contrast="auto">You can read more on the protests of the 60s and 70s at American Archive of Public Broadcasting’s online exhibit, </span><a href="https://americanarchive.org/exhibits/first-amendment/protests-60s-70s"><span data-contrast="none">“Speaking and Protesting in America”</span></a><span data-contrast="auto">.  </span><span data-ccp-props="{}"> </span></p> <p>&nbsp;</p> <p><b><span data-contrast="auto">1970</span></b><span data-contrast="auto">&#8211; Milton Friedman introduces his Shareholder Value </span><span data-contrast="auto">T</span><span data-contrast="auto">heory. If you’re not familiar with Milton’s theory, you might remember it being quite the buzz in the world of </span><span data-contrast="auto">corporate social responsibility</span><span data-contrast="auto"> last year as </span><span data-contrast="auto">2020 marked</span><span data-contrast="auto"> 50 years since the theory was first published in the essay “</span><a href="https://www.nytimes.com/1970/09/13/archives/a-friedman-doctrine-the-social-responsibility-of-business-is-to.html"><span data-contrast="none">The Social Responsibility of Business is to Increase its Profits</span></a><span data-contrast="auto">”. While still debated, there’s a growing consensus that business</span><span data-contrast="auto"> strategy </span><span data-contrast="auto">should</span><span data-contrast="auto"> </span><span data-contrast="auto">n</span><span data-contrast="auto">o</span><span data-contrast="auto">t </span><i><span data-contrast="auto">just</span></i><span data-contrast="auto"> </span><span data-contrast="auto">be </span><span data-contrast="auto">about </span><span data-contrast="auto">profit maximization.</span><span data-contrast="auto"> </span><span data-contrast="auto">C</span><span data-contrast="auto">ompanies that </span><span data-contrast="auto">have a purpose that reaches beyond profit maximization at the core of their business strategy are seeing long</span><span data-contrast="auto">&#8211;</span><span data-contrast="auto">term</span><span data-contrast="auto">,</span><span data-contrast="auto"> sustainable growth. ESG can be a pillar of </span><span data-contrast="auto">a company’s CSR initia</span><span data-contrast="auto">ti</span><span data-contrast="auto">ve. </span><span data-ccp-props="{&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559740&quot;:259}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">Apr</span></b><b><span data-contrast="auto">i</span></b><b><span data-contrast="auto">l 22, 1970</span></b><span data-contrast="auto">&#8211; Inspired by anti-war movements and a deep concern for the environmental future of America, junior Senator Gaylord Nelson of Wisconsin rallied 20,000,000 (10% of America’s population at the time!) to come together to protest environmental destruction in what we now know as Earth Day. </span><span data-contrast="auto">The first </span><span data-contrast="auto">Earth Day led to a cascade of major steps towards con</span><span data-contrast="auto">servation</span><span data-contrast="auto">. According to Earthday.org, “b</span><span data-contrast="none">y the end of 1970, the first Earth Day led to the creation of the United States Environmental Protection Agency and the passage of other first of their kind environmental laws, including the National Environmental Education Act, the Occupational Safety and Health Act, and the Clean Air Act.  Two years later Congress passed the Clean Water Act. A year after that, Congress passed the Endangered Species Act and soon after the Federal Insecticide, Fungicide, and Rodenticide Act. These laws have protected millions of men, women and children from disease and death and have protected hundreds of species from extinction.” </span><a href="https://www.earthday.org/history/"><span data-contrast="none">Read more about the history of Earth Day here.</span></a><span data-contrast="none"> </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">1980s</span></b><span data-contrast="auto">&#8211; The concept of ESG continues to accelerate, especially around actions taken by the United States Government in the</span><span data-contrast="auto"> “Comprehensive Anti-Apartheid Act”, </span><span data-contrast="auto">which outlawed any additional investment in South Africa. </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">Additionally, this decade saw several environmental disasters at the hands of companies including a massive oil spill in Prudhoe Bay, Alaska. This disaster in particular lead to the founding of the</span><span data-contrast="auto"> Coalition of Environmentally Responsible Companies, also known as CERES. You can read more about CERES current activities in creating a sustainable future and about their Company Network </span><a href="https://www.ceres.org/networks/ceres-company-network"><span data-contrast="none">here.</span></a><span data-contrast="auto"> </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">1990-</span></b><span data-contrast="auto"> The Domini 400 Social Index was created, which we now know today as the </span><a href="https://www.msci.com/documents/10199/904492e6-527e-4d64-9904-c710bf1533c6"><span data-contrast="none">MSCI KLD 400</span></a><span data-contrast="auto"> Social Index. This index was the first of its kind to track sustainable investment through a capitalization-weighted methodology. By 1994, investors had access to 26 sustainable funds, with assets of around $1.9 Billion. </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">1992-</span></b><span data-contrast="auto"> </span><a href="https://unfccc.int/process-and-meetings/the-convention/what-is-the-united-nations-framework-convention-on-climate-change"><span data-contrast="none">United Nations Framework Convention on Climate Change</span></a><span data-contrast="none">, also known as the Earth Summit, convenes in Rio de Janeiro and 154 countries sign into an international environmental treaty aimed to curb environmental impacts across the globe. </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="none">1997-</span></b><span data-contrast="none"> The work done in Rio de Janeiro is operationalized as the </span><a href="https://unfccc.int/kyoto_protocol"><span data-contrast="none">Kyoto Protocol</span></a><span data-contrast="none">, with 192 countries pledging to “</span><span data-contrast="none">committing industrialized countries and economies in transition to limit and reduce greenhouse gases (GHG) emissions in accordance with agreed individual target”. The protocol then went into effect in 2005. </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="none">In the same year, the </span><a href="https://www.globalreporting.org/"><span data-contrast="none">Global Reporting Initiative</span></a><span data-contrast="none"> was founded in Boston. In their own words, the </span><span data-ccp-props="{}"> </span><span data-contrast="none">“GRI (Global Reporting Initiative) is the independent, international organization that helps business</span><span data-contrast="none">es</span><span data-contrast="none"> and organization</span><span data-contrast="none">s</span><span data-contrast="none"> take responsibility for their impacts, by providing them with the global common language to communicate those impacts.” </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="none">2000</span></b><span data-contrast="none">&#8211; The United National Global Compact is launched. This pact is “a call to companies to align strategies and operations with universal principals on human rights, </span><span data-contrast="none">labour</span><span data-contrast="none">, environment, and anti-corruption, and take actions to advance those goals”. Today, the Global Compact spans signatories from </span><span data-contrast="none">13,000</span><span data-contrast="none">+ companies across 160 countries. You can learn more about the Global Compact </span><a href="https://www.unglobalcompact.org/"><span data-contrast="none">here</span></a><span data-contrast="none">. </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="none">2004-</span></b><span data-contrast="none"> Through the Global Compact, the report “Who Cares Wins</span><span data-contrast="none">&#8211; Connecting Financial Markets to a Changing World</span><span data-contrast="none">” was published in 2004 and provided guidelines for companies to incorporate ESG into their operations. </span><a href="https://www.unepfi.org/fileadmin/events/2004/stocks/who_cares_wins_global_compact_2004.pdf"><span data-contrast="none">Read the entire report here! </span></a><span data-contrast="none"> </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">2011-</span></b><span data-contrast="auto"> </span><span data-contrast="auto">The Sustainability Accounting Standards Board (SASB) is launched to standardize </span><span data-contrast="none">sustainability accounting and measurements across 77 industries. In their words, the mission of SAS</span><span data-contrast="none">B</span><span data-contrast="none"> is “t</span><span data-contrast="none">o establish and improve industry specific disclosure standards across financially material environmental, social, and governance topics that facilitate communication between companies and investors about decision-useful information</span><span data-contrast="none">”</span><span data-contrast="none"> </span><span data-contrast="none">SASB provides great information about their framework and other ESG frameworks on their </span><a href="https://www.sasb.org/about/sasb-and-other-esg-frameworks/"><span data-contrast="none">website, linked here.</span></a><span data-contrast="none"> </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">2015-</span></b><span data-contrast="auto"> At the United Nations Framework Convention, the Paris Agreement is brought to life, and at the United Nations General Assembly the Sustainable Development Goals were created. A previous iteration of the SDGs </span><span data-contrast="auto">were</span><span data-contrast="auto"> the Millennium Development Groups- </span><a href="https://sdgs.un.org/goals"><span data-contrast="none">you can read more about the evolution and history of both of these goals here. </span></a><span data-contrast="auto"> </span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">2020-</span></b><span data-contrast="auto"> There’s no doubt that the past year has accelerated the need for </span><span data-contrast="auto">CSR and ESG</span><span data-contrast="auto">. The COVID-19 pandemic brought economic disparities to the forefront and highlight gaps in healthcare systems and access across the world. The United States was forced to confront the continued impacts of systemic racism in wave</span><span data-contrast="auto">s</span><span data-contrast="auto"> of protests and dialogue that continues to shape 2021. Also in the United States, a contentious election highlighted voter rights and a deep divide in political beliefs. Across </span><span data-contrast="auto">all of</span><span data-contrast="auto"> these areas, many companies were </span><span data-contrast="auto">forced</span><span data-contrast="auto"> </span><span data-contrast="auto">by consumers and investors alike to speak up</span><span data-contrast="auto">, </span><span data-contrast="auto">take a </span><span data-contrast="auto">stand, and</span><span data-contrast="auto"> look internally at their own policies and workforce and reflect on their actions around </span><span data-contrast="auto">d</span><span data-contrast="auto">iversity and </span><span data-contrast="auto">i</span><span data-contrast="auto">nclusion</span><span data-contrast="auto"> and advancing social justice. </span><span data-contrast="auto">Here’s an article that details the impacts 2020 had on ESG: </span><a href="https://www.forbes.com/sites/chukaumunna/2020/12/18/esg-investing-came-of-age-in-2020millennials-will-continue-to-drive-it-in-2021/?sh=728eff08409a"><span data-contrast="none">Forbes- ESG Investing Came of Age in 2020 – Millennials Will Continue to Drive it in 2021</span></a><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><b><span data-contrast="auto">2021-</span></b><span data-contrast="auto"> Larry Fink, CEO of Black</span><span data-contrast="auto">R</span><span data-contrast="auto">ock</span><span data-contrast="auto">, </span><a href="https://www.blackrock.com/corporate/investor-relations/larry-fink-ceo-letter"><span data-contrast="none">published his Annual Letter to Shareholders</span></a><span data-contrast="auto"> with a clear message- the time to act is now.</span><span data-contrast="auto"> </span><span data-contrast="auto">ESG is a prominent theme throughout the letter and Fink examines the expected and unexpected impacts of the pandemic and how the business community can and should play a role in creating a better world. </span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">As we continue to press on into 2021</span><a href="https://www.cnbc.com/2021/04/30/theres-no-hotter-area-on-wall-street-than-esg-with-sustainability-focused-funds-nearing-2-trillion.html"><span data-contrast="none">, ESG related funds are breaking records</span></a><span data-contrast="auto"> and aren’t showing any indication of slowing down. </span><span data-contrast="auto">The markets continue to show that when businesses do well by ESG measurements, they have the propensity to perform well from a financial perspective too. </span></p> <p><strong><em><span><a href="https://solutions.yourcause.com/blog/">Sign up for the YourCause + Blackbaud newsletter to be notified when the new ESG whitepaper is available.</a></span></em></strong></p><p>The post <a href="http://npengage.com/companies/esg-history/">A History of How Modern ESG Came to Be</a> first appeared on <a href="http://npengage.com">npENGAGE</a>.</p>
<p><span data-contrast="auto">2020 brought an inflection point in history that is providing</span><span data-contrast="auto"> an</span><span data-contrast="auto"> exponential opportunity for <a href="https://npengage.com/healthcare/healthcare-foundations-covid19/">healthcare philanthropy</a>.</span><span data-contrast="auto"> W</span><span data-contrast="auto">e saw</span><span data-contrast="auto"> healthcare </span><span data-contrast="auto">become</span><span data-contrast="auto"> universally</span><span data-contrast="auto"> </span><span data-contrast="auto">top-of-mind, </span><span data-contrast="auto">influencing </span><span data-contrast="auto">individuals </span><span data-contrast="auto">to </span><span data-contrast="auto">shif</span><span data-contrast="auto">t</span><span data-contrast="auto"> to more intentional giving</span><span data-contrast="auto"> and </span><span data-contrast="auto">adopt online fundraising. </span><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <p><span data-contrast="auto">These trends </span><span data-contrast="auto">offer </span><span data-contrast="auto">h</span><span data-contrast="auto">ealthcare organizations </span><span data-contrast="auto">t</span><span data-contrast="auto">he opportunity</span><span data-contrast="auto"> to </span><span data-contrast="auto">grow</span><span data-contrast="auto"> this </span><span data-contrast="auto">donor </span><span data-contrast="auto">support </span><span data-contrast="auto">th</span><span data-contrast="auto">rough stewardship and retention. </span><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <p><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <h3>LET’S START WITH THE TRENDS IN HEALTHCARE FUNDRAISING</h3> <p>Analysis of <a href="https://www.blackbaud.com/products/blackbaud-raisers-edge-nxt">Blackbaud Raiser’s Edge NXT<sup>®</sup></a> data from U.S. healthcare organizations that raised more than $1M in at least one of the past three calendar years reveals three main trends:<strong> </strong></p> <ol> <li><strong>Trend: Outpouring of Support </strong></li> </ol> <p>Community hospitals experienced a surge in goodwill, resulting in an influx of in-kind donations, largely coordinated by hospital foundation staff who stepped up to help in any way possible.</p> <ul> <li> <ul> <li>Healthcare organizations raised $4.9B in cash in 2020, a year-over-year increase of 2.7%</li> <li>In-kind donations to healthcare organizations topped $170M, increasing by 61% in 2020</li> </ul> </li> </ul> <ol start="2"> <li><strong>Trend: Fewer Donors, Larger Gifts</strong></li> </ol> <p>Since 2011, the <a href="https://institute.blackbaud.com/asset/vital-signs-part-3/">Blackbaud Institute</a> has continued to see a decline in number of households donating, but an increase in total donations. This trend was accelerated in 2020.</p> <ul> <li> <ul> <li>75% of healthcare organizations received fewer donations in 2020 than in 2019.</li> <li>46% of healthcare organizations increased dollars raised in 2020.</li> </ul> </li> </ul> <ol start="3"> <li><strong>Trend: Online Fundraising Explodes</strong></li> </ol> <p>Healthcare fundraisers were among the first to be shifted to remote work and may continue to rely on virtual meetings and donor tours into the future, accelerating the idea of e-philanthropy—a full strategy shift to a virtual mindset.</p> <ul> <li> <ul> <li>7% year-over-year increase in online revenue for healthcare organizations</li> <li>66% retention rate for multi-year, online-only donors</li> </ul> </li> </ul> <p><span><em><a href="https://hello.blackbaud.com/Fundraising-Trend-Analysis-Registration.html"><b>Dig deeper into the data in this on-demand webinar: 2020 Trends in Healthcare Fundraising that Present Opportunities for 2021</b></a> </em></span></p> <p><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <h3>ALL SIGNS POINT TO DONOR RETENTION</h3> <p><span data-contrast="auto">This</span><span data-contrast="auto"> influx of new donors</span><span data-contrast="auto"> </span><span data-contrast="auto">and </span><span data-contrast="auto">shift to </span><span data-contrast="auto">more intentional giving </span><span data-contrast="auto">is really a growing call to prioritize donor retention.</span><span data-contrast="auto"> With purposeful stewardship, you can convert these new and upgraded donors to long-term supporters and</span><span data-contrast="auto">,</span><span data-contrast="auto"> </span><span data-contrast="auto">by </span><span data-contrast="auto">demonstrat</span><span data-contrast="auto">ing</span><span data-contrast="auto"> the value of </span><span data-contrast="auto">giving to your healthcare organization, you can </span><span data-contrast="auto">cultivate and grow intentional gifts.</span><span data-contrast="auto"> </span><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <p><span data-contrast="auto">Over the past </span><span data-contrast="auto">15 years</span><span data-contrast="auto"> (through</span><span data-contrast="auto"> 2020)</span><span data-contrast="auto">, </span><a href="https://hello.blackbaud.com/Fundraising-Trend-Analysis-Registration.html"><span data-contrast="none">Blackbaud Raiser’s Edge NXT data</span></a><span data-contrast="auto"> shows</span><span data-contrast="auto"> that overall retention in the healthcare sector has inched upward</span><span data-contrast="auto">, though it is still consistently</span><span data-contrast="auto"> </span><a href="https://institute.blackbaud.com/asset/vital-signs-part-3/"><span data-contrast="none">one of the lowest donor retention rates</span></a><span data-contrast="none"> by sector</span><span data-contrast="auto">, </span><span data-contrast="auto">offering</span><span data-contrast="auto"> fundraisers a huge</span><span data-contrast="auto"> opportunity</span><span data-contrast="auto"> for improvement</span><span data-contrast="auto">.</span><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <p><span data-contrast="auto">Donor retention is much stronger</span><span data-contrast="auto"> for multi-year, online-only donors. According to the </span><a href="https://institute.blackbaud.com/charitable-giving-report/online-giving-trends/"><span data-contrast="none">Blackbaud Institute 2020 Charitable Giving </span><span data-contrast="none">R</span><span data-contrast="none">eport</span></a><span data-contrast="auto">, </span><span data-contrast="auto">the retention rate for these donors is 66%.</span><span data-contrast="auto"> The first-year, online-only donor retention rate is 25%.</span><span data-contrast="auto"> This really points to a multi-channel approach of stewardship</span><span data-contrast="auto">, and shows the need for healthcare organizations to b</span><span data-contrast="auto">uild </span><a href="https://npengage.com/nonprofit-fundraising/healthcare-sustaining-donors-programs-tips/"><span data-contrast="none">recurring monthly donor program</span><span data-contrast="none">s</span></a><span data-contrast="auto">, which </span><span data-contrast="auto">gain significantly greater value than acquiring replacement donors.</span><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <p><span><em><a href="https://healthcare.blackbaud.com/homepage-content/infographic-healthcare-fundraising-trends"><b>Visualize the data in this new Healthcare Fundraising Trends infographic.</b></a> </em></span></p> <p><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></p> <h3>FOCUS ON DONOR STEWARDHIP<span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span></h3> <p><span data-ccp-props="{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}"> </span><span data-contrast="auto">I</span><span data-contrast="auto"> challenge you </span><span data-contrast="auto">to rethink change</span><span data-contrast="auto"> and embrace the opportunity</span><span data-contrast="auto"> to</span><span data-contrast="auto"> </span><span data-contrast="auto">focus on </span><span data-contrast="auto">stewardship within your organization</span><span data-contrast="auto">.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p> <p><span data-contrast="auto">Leveraging </span><a href="https://healthcare.blackbaud.com/raisers-edge-nxt/tip-sheet-7-ways-my-hospital-foundation-makes-the-most-of-moves-management-in-raiser-s-edge-nxt"><span data-contrast="none">moves management</span></a><span data-contrast="auto"> best practices is one of the best ways to retain and steward these donors and where possible, move them up in their giving. If you have a strong moves management program, then you are already in great shape and should double down on what you are doing well. If you feel like your moves management program could be stronger, use this data to make the case. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p> <p><span data-contrast="auto">With the data reinforcing your focus on major donors, </span><span data-contrast="auto">be</span><span data-contrast="auto"> sure to have thoughtful</span><span data-contrast="auto"> steward</span><span data-contrast="auto">ship plans </span><span data-contrast="auto">for your next generation of major donors</span><span data-contrast="auto">. </span><span data-contrast="auto">For example, </span><span data-contrast="auto">$1,000 </span><span data-contrast="auto">Gen X and Millennial </span><span data-contrast="auto">donors</span><span data-contrast="auto"> are </span><span data-contrast="auto">great prospects for larger commitments. </span><span data-contrast="auto">C</span><span data-contrast="auto">reat</span><span data-contrast="auto">e</span><span data-contrast="auto"> special stewardship opportunities</span><span data-contrast="auto">, like a <a href="https://blog.rkdgroup.com/developing-a-mid-level-donor-program">mid-level giving</a> society,</span><span data-contrast="auto"> so they are primed </span><span data-contrast="auto">when the time comes</span><span data-contrast="auto">.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p> <p><span data-contrast="auto">As part of your stewardship plan</span><span data-contrast="auto">,</span><span data-contrast="auto"> include</span><span data-contrast="auto"> </span><span data-contrast="auto">i</span><span data-contrast="auto">mpact reports and balance statements</span><span data-contrast="auto">, which</span><span data-contrast="auto"> give donors confidence their gift is used as intended and increase their likelihood to give again.</span><span data-contrast="auto"> </span><a href="https://healthcare.blackbaud.com/financial-edge-nxt/demonstrating-donor-impact-for-healthcare-organizations"><span data-contrast="none">Work with your finance team to use this information.</span></a><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p> <p><span data-contrast="auto">Many “COVID donors” were new donors to healthcare or made in-kind gifts. </span><span data-contrast="auto">Use </span><a href="https://healthcare.blackbaud.com/target-analytics/datasheet-converting-crisis-donors-with-predictive-modeling"><span data-contrast="none">predictive modeling</span></a><span data-contrast="auto"> to better under</span><span data-contrast="auto">stand them and craft appropriate </span><span data-contrast="auto">stewardship plans. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p> <p><span data-contrast="auto">These donors need to see how their donations benefitted the community and understand how they can partner with your organization, whether it is financially, as a volunteer, or in another capacity. The donors who are intentionally giving to you need to feel really good about their association with your organization.</span><span data-contrast="auto"> For healthcare in particular, </span><span data-contrast="auto">use the</span><span data-contrast="auto"> amazing stories you have to tell, </span><span data-contrast="auto">knowing that</span><span data-contrast="auto"> with COVID, they’re that much more amplified.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p> <p><span data-contrast="auto">There are incredible opportunities </span><span data-contrast="auto">for healthcare fundraisers and I am excited to see what 2021 brings!</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}"> </span></p><p>The post <a href="http://npengage.com/nonprofit-fundraising/healthcare-philanthropy-trends-donor-retention/">Trends in Healthcare Philanthropy Reveal the Need to Focus on Donor Retention</a> first appeared on <a href="http://npengage.com">npENGAGE</a>.</p>
<p>Relationships are everything. While networking may be a buzzword, intentionally building a community and making deep and meaningful connections can have vast positive professional impacts. But how do you get started?</p> <p>Today’s guest has answers. Susan McPherson, founder and CEO of McPherson Strategies and author of the new book <em>The Lost Art of Connecting</em>, joins the podcast to talk about how she became such a prolific networker, the differences between networking and connecting, and the steps to take to build a network of meaningful connections.</p> <p><strong>Topics Discussed in This Episode:</strong></p> <ul> <li>How Susan became such a prolific networker</li> <li>The differences between networking and meaningful connections</li> <li>The key to building a successful network of connections</li> <li>Following the gather-ask-do method of building meaningful business connections</li> <li>Work that people need to do themselves before they can build deep connections</li> <li>How building deep connections can help an organization or company grow</li> <li>Where to learn more</li> </ul> <p><em><strong>Subscribe to the podcast on <a href="https://itunes.apple.com/us/podcast/the-sgengage-podcast/id1076667160?mt=2" target="_blank" rel="noopener noreferrer">iTunes</a>, <a href="https://www.stitcher.com/podcast/blackbaud/raise-engage-a-filtersoff-podcast-series-for-nonprofits" target="_blank" rel="noopener noreferrer">Stitcher</a> or your preferred streaming service for future episodes!</strong></em></p> <p><b>Listen Now:</b></p> <p></p> <p><strong>Resources:</strong></p> <p><a href="https://www.linkedin.com/in/susanmcpherson">Susan McPherson</a></p> <p><a href="https://www.thelostartofconnecting.com/">The Lost Art of Connecting</a></p> <p>&nbsp;</p> <p><strong>Quotes:</strong></p> <p>“For introverts and shy people, meaningfully connecting is actually a little more tolerable and palatable and doable.”</p> <p>“If we lead with how we can be helpful to others, the help will come back.”</p> <p>“Every single one of us has secret sauces.”</p><p>The post <a href="http://npengage.com/sgengagepodcast/the-sgengage-podcast-episode-192-building-a-network/">The sgENGAGE Podcast Episode 192: Building a Network</a> first appeared on <a href="http://npengage.com">npENGAGE</a>.</p>
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