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382: The Donor Journey – Tony Martignetti Nonprofit Radio

Posted on March 23, 2018 by Nonprofit Radio

Tony’s guest this week:

Taylor Shanklin, vice president of marketing at Pursuant.

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 1:01:17 — 56.3MB) | Embed

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Posted in Episodes | Tagged beginning, categories, categorize, clusters, cost, data, deliberate, demystifying, Digital, donations, experiences, facebook, fb, first, fundraising, gifts, giving, impressions, initial, intentional, inventory, investment, mapping, motivations, personalization, personalized, poll, preferences, processes, profile, programs, pursuant, relational, relationships, retention, return, revenue, roi, rules, staff, stewardship, strategic, strategies, survey, taylor shanklin, thoughtful, touchpoint, transactional

378: Turbocharge Your Grants Fundraising – Tony Martignetti Nonprofit Radio

Posted on February 24, 2018 by Nonprofit Radio

tony_martignetti_300x300-itunes_image2 Tony’s guest this week:

John Hicks, principal and founder of DLBHICKS LLC consulting.

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 58:21 — 53.7MB) | Embed

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Posted in Episodes | Tagged accomplishment, agenda, applicants, application, board, budgeting, carrying, case, cash, collaborate, collatoration, constituency, convince, costs, cultivation, deliverables, donations, donors, expectations, facilities, foundations, funding, goals, grant, grantee, grantmaker, grantors, grantsmanship, growth, impact, institutional, investment, john hicks, maker, members, mission, networking, networks, new, operations, planned, planning, portfolio, programs, prospecting, prospects, purpose, quotient, ratio, reach, replicate, replicating, reporting, reputation, seekers, seeking, solicitation, solicitations, soliciting, standing, strategic, support, sustaining, unplanned, visibility, volunteering, volunteers, work

373: New Tax Law & Your 2018 Plan – Tony Martignetti Nonprofit Radio

Posted on January 19, 2018 by Nonprofit Radio

tony_martignetti_300x300-itunes_image2 Tony’s guest this week:

Gene Takagi, our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 59:11 — 54.4MB) | Embed

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Posted in Episodes | Tagged 500, act, activity, aggregated, amendment, analysis, annually, assets, bill, bonds, business, charitable, colleges, contributions, cuts, deductions, earned, electioneering, elections, endowments, estate, excise, Exempt, exemption, future, gene takagi, giving, group, high, incentives, income, interest, invested, investment, itemize, jobs, johnson, Law, limitations, local, losses, married, mileage, mortgage, neo, nonprofit, Organizations, paying, predictions, private, property, rate, reduce, reduction, repeal, salt, single, standard, state, states, students, tax, taxes, taxpayers, trade, tuition, ubit, ubti, universities, university, unrelated, volunteer

362: Disaster Relief & Your Event Pipeline – Tony Martignetti Nonprofit Radio

Posted on October 21, 2017 by Nonprofit Radio

tony_martignetti_300x300-itunes_image2 Tony’s guests this week:

Gene Takagi, our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

Also, Pat Clemency, president and CEO of Make-A-Wish Metro New York and Western New York.

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 1:01:14 — 56.3MB) | Embed

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Posted in Episodes | Tagged annual, assistance, attendees, benefit, board, boards, business, businesses, capacity, cash, CEO, chair, charitable, charities, class, clothes, cocktails, conversations, convert, crowd, debrief, direct, donations, donors, engagement, Exempt, foundation, funding, gala, gene takagi, gifts, giving, group, help, honorees, hour, impact, in-kind, investment, investors, invitations, issues, jj watt, Law, loyalty, mail, major, make, members, messaging, metro, missions, needs, neo, new york, nonprofit, ny, Organizations, pat clemency, planning, potential, private, public, pyramid, qualified, relationships, resources, risks, states, story, strategies, strategy, support, teller, telling, transactional, transformational, vetting, victims, western, wish

357: Run Like A Biz & Program Your Board – Tony Martignetti Nonprofit Radio

Posted on September 15, 2017 by Nonprofit Radio

tony_martignetti_300x300-itunes_image2 Tony’s guests this week:

Hillary Schafer, executive director of the Jefferson Awards Foundation.

Also, Gene Takagi, our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group.

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 54:32 — 50.2MB) | Embed

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Posted in Episodes | Tagged backend, base, benefits, board, bonus, care, CEO, communications, compliance, consultants, crm, d&o, data, delegate, delegation, development, Digital, directors, donor, duties, duty, effectiveness, employees, employment, entrepreneurship; business, evaluate, evaluation, executive director, Exempt, force, foundation, gene takagi, goals, group, hillary schafer, impact, incentives, information, infrastructure, insurance, investment, jefferson awards, Law, leadership, liability, loyalty, management, measurements, metrics, neo, nonprofit, obedience, officers, onboarding, Organizations, orientation, outcomes, oversight, pay, performance, personalization, policies, president, professional, program, progression, recognition, recognize, relationships, reporting, reports, research, resources, responsibilities, reviews, risks, sales, satisfaction, segmentation, technology

349: Look Good To Creditors & What Boards Get Wrong – Tony Martignetti Nonprofit Radio

Posted on July 22, 2017 by Nonprofit Radio

tony_martignetti_300x300-itunes_image2 Tony’s guests this week:

Paula Park, senior vice president at BankUnited.

Also, Gene Takagi, our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group.

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 58:26 — 53.7MB) | Embed

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Posted in Episodes | Tagged alternative, applications, assets, attacks, bad, balance, bank, benefits, blog, board, bonds, borrowing, breaches, cash flow, charity, compensation, confidentiality, conflicts, controls, credit, creditors, creditworthiness, creditworthy, cybersecurity, data, disagreements, dissension, due diligence, duties, duty, ellis carter, employees, excess, Exempt, expenses, fiduciary, financial, fundraising, funds, gene takagi, group, hedge funds, history, how to, impressions, information, institutional, interest, interests, investment, investments, Law, lawyer, lenders, lending, liabilities, lines, loans, losses, loyalty, management, managing, meetings, members, micro, misappropriation, mistakes, misuse, money, negative, neo, net assets, non, nonprofit, operating, Organizations, paula park, phishing, portfolio, press, prices, privacy, private, problems, profit, prudent, public, ransomware, rates, reputation, revenues, risks, risky, sheets, speculative, staff, statements, stolen, transactions, transparency, transparent, trustees, uniform, united, upmifa, wrong

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