Video: Donor Retention Best Practices with Janet Edmison, Principal at Fawkes + Holly

A strong fundraising program is an essential part of building a thriving non-profit. But when you have a small team and limited resources it can be hard to know where to focus.

At Net2van’s October 10 meetup Fawkes + Holly offered research and experience on how to retain the donors you’ve worked so hard to acquire. Viewers of these videos will emerge feeling encouraged, equipped and armed with practical tools you can start implementing immediately.

Here’s two video recordings of the presentation, focusing on the presenter or the slides. Take your pick! Or if you’re on the move listen to the podcast

Presenter Video

Webinar-Style Video

Janet Edmison, Principal at Fawkes + Holly

Janet is a strategic thinker with experience fundraising for small and mid-sized non-profits including Cystic Fibrosis Canada and Union Gospel Mission. Passionate about sharing the vision and mission of organizations making an impact around the world, Janet excels at developing strategies and materials that change the game for small teams with limited resources. As a consultant, Janet has worked with dozens of organizations facing challenges in building and maintaining a sustainable fundraising program.

HOSTS
Produced by Ashleigh Turner @SexWithAshleigh
Hosted by NetSquared Vancouver @net2van
Venue partner HiVE Vancouver @hivevancouver

PRESENTER
@fawkesandholly

SPONSORS
@iatspayments @VCN_Community @techsoupcanada @NTENorg

Donor Retention Best Practices with Janet Edmison, Principal at Fawkes + Holly

Donor Retention Best Practices with Janet Edmison, Principal at Fawkes + Holly

 
 
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A strong fundraising program is an essential part of building a thriving non-profit. But when you have a small team and limited resources it can be hard to know where to focus.

In this presentation, Fawkes + Holly shares research and experience on how to retain the donors you’ve worked so hard to acquire. Listeners will finish feeling encouraged, equipped and armed with practical tools you can start implementing immediately.

Janet Edmison, Principal at Fawkes + Holly

Janet is a strategic thinker with experience fundraising for small and mid-sized non-profits including Cystic Fibrosis Canada and Union Gospel Mission. Passionate about sharing the vision and mission of organizations making an impact around the world, Janet excels at developing strategies and materials that change the game for small teams with limited resources. As a consultant, Janet has worked with dozens of organizations facing challenges in building and maintaining a sustainable fundraising program.


Produced by Ashleigh Turner @SexWithAshleigh
Hosted by NetSquared Vancouver @net2van
Venue partner HiVE Vancouver @hivevancouver

PRESENTER
@fawkesandholly

SPONSORS
@iatspayments @VCN_Community @techsoupcanada @NTENorg

Video interviews: how do you successfully implement a CRM at your nonprofit?

CRM is hard! So before you choose a database why not learn from other organization’s difficulties? (and wins!)

Darren Barefoot interviewed Alexis Stoymenoff and Elena Iñurrategui. They’ve confronted all sides of the CRM question: from within orgs and as consultants to them. Viewers will gain wisdom about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

Want more? Here’s the Q&A session featuring Brenton Walters (whose interview was, sadly, lost.)

Net2van’s free events are possible because of the consistent support of partners like iATS Payments, the Vancouver Community Network, Techsoup Canada, and NTEN.

CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

 
 
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CRM for Nonprofits

It can be difficult for smaller organizations to follow expert advice and best practices for adopting and optimizing supporter relationships with a customer relationship management (CRM) platform.

When is the right moment to make the leap from a spreadsheet or ad hoc system to a CRM solution? And, which platform is the right fit for your organization?

Darren Barefoot hosted a series of  interviews with people who have confronted all sides of the CRM question: from within orgs and as consultants to them.  You’ll learn about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

SOCIAL LOVE
Hosted by Darren Barefoot @dbarefoot
Presented by NetSquared Vancouver @net2van
Venue partner HiVE Vancouver @hivevancouver

EXPERTS
@lexstoymenoff – Alexis Stoymenoff
@brentonwalters – Brenton Walters
@e_tegui – Elena Inurrategui

Sponsors: @iatspayments @VCN_Community @techsoupcanada @NTENorg

Digital Fundraising Events From Net2van

What’s that in the air? It’s the smell of #Tech4Good!

CRM for Nonprofits – September 11

NetSquared Vancouver is really excited to bring you a trio of workshops this fall that focus on digital fundraising.

All the events are free, so RSVP now. And if you’re into podcasts subscribe to our feed of presenter recordings.

September 11: CRMs for Nonprofits – Abandoning Excel for a grown-up CRM

RSVP for this free event.

It can be difficult for smaller organizations to follow expert advice and best practices for adopting and optimizing supporter relationships with a customer relationship management (CRM) platform, like Raiser’s Edge, Salesforce, Netsuite, NationBuilder or Keela.

When is the right moment to make the leap from a spreadsheet or ad hoc system to a CRM solution? And, which platform is the right fit for your organization?

This session features on-stage interviews with people who have confronted all sides of the CRM question: from within orgs and as consultants to them. Attendees will gain wisdom about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

October 10: Donor Retention Best Practices

RSVP for this free event.

A strong fundraising program is an essential part of building a thriving non-profit. But when you have a small team and limited resources it can be hard to know where to focus.

In this presentation, Fawkes + Holly will offer research and experience on how to retain the donors you’ve worked so hard to acquire. You’ll leave the sessions feeling encouraged, equipped and armed with practical tools you can start implementing first thing Monday morning.

November 6: How to Maximize Data to Enhance Your Fundraising Programs and Campaigns

RSVP for this free event.

In this session, campaigners and fundraisers from any size organization will learn to use big data in a way they haven’t before. They will learn how to better target their messaging to influence people within their organization’s community to encourage them to give a gift or volunteer.

Whether through a direct mail appeal, cross fundraising approach or a face to face ask, data can help.

SPECIAL GUEST PRESENTER FROM TORONTO!
Allen Davidov is Director of Business Development at Environics Analytics in the not-for-profit practice. With nearly twenty years of experience, he is responsible for helping charities and foundations apply EA’s products and services to attract and retain donors, corporate partners and volunteers. Prior to joining EA, Allen successfully led marketing, annual giving, leadership giving and event initiatives at a number of organizations, including Sinai Health Foundation, Habitat for Humanity GTA, Canadian Breast Cancer Foundation, St. John’s Rehab Hospital Foundation at Sunnybrook Health Sciences Centre and North York General Hospital Foundation.

Got a nonprofit tech event that should be in the next newsletter? Let us know! Tweet at us using the hashtag #net2van.

JOBS AND VOLUNTEER POSTINGS

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If you have a job to share tweet to @net2van or post to our post on the meetup discussion board.
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The Technology Strategy of Love – Tracy Kronzak of Salesforce.org

The Technology Strategy of Love – Tracy Kronzak of Salesforce.org

 
 
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Unfortunately we were only able to capture half of the conference opening keynote. 

Tracy Kronzak, Senior Manager, Partner Success at Salesforce.org will share reflections on connecting the hard work of technology to the work of the heart of mission-driven communities. Technology strategy requires us to not only know the why of what we’re executing, but the why of what we’re here in service of, and delivery in support of peace and justice. “The greatest act of love is to be of service to another human being. We begin our journey at nonprofits because we act from the heart, and the execution of our technology becomes the new territory of the heart – worth the time, thought, and certitude that all matters of the heart engender.”

TRACY KRONZAK Senior Manager, Partner Success at Salesforce.org

Tracy is the Senior Partner Success Manager at Salesforce.org. They are a CRM strategy and organizational technology leadership expert, having previously co-founded a Salesforce implementation firm and consulted on Salesforce for nonprofits for almost a decade. They are a Salesforce MVP alumna, Vice-Chair of the Amplify Board of Directors, holds a Masters of Public Administration from NYU, and is an ordained Rev. Priestess in a Goddess Church in California.

Test, Fail, Adapt, Win: Increase Your Chances of a Successful Campaign – Shoni Field + Charly Jarrett, BC SPCA

Test, Fail, Adapt, Win: Increase Your Chances of a Successful Campaign – Shoni Field + Charly Jarrett, BC SPCA

 
 
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When your critical holiday fundraising campaign threatens to go off the rails what do you do? BC SPCA’s Shoni Field + Charly Jarrett share their story – and offer tips to help you recover when your best-laid plans fall apart….

Truth and Reconciliation in the Digital Age – Denise Williams, First Nations Technology Council

Truth and Reconciliation in the Digital Age – Denise Williams, First Nations Technology Council

 
 
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We exist in an age of reconciliation, one in which an increasing number of Canadians are beginning to explore their role in meaningfully addressing historical and ongoing injustices and inequities. So where does one begin? And what will a sector in meaningful pursuit of reconciliation look and feel like?

Denise Williams, Executive Director of the First Nations Technology Council leads a discussion about how nonprofits and the technology industry can participate in reconciliation and adopt the recommendations of the Truth and Reconciliation Commission: http://www.trc.ca/

From Paper Registration Sheets in a Muddy Field to Tablets And Databases: How Grassroots Nonprofits Grow Up – Lyda Salatian, Green Teams of Canada

From Paper Registration Sheets in a Muddy Field to Tablets And Databases: How Grassroots Nonprofits Grow Up – Lyda Salatian, Green Teams of Canada

 
 
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Lyda Salatian of Green Teams of Canada shares her story of moving from damp sign-up sheets to self-selve phone apps powered by Salesforce.