Today we dive into the world of prospect research in the nonprofit sector with special guest Mark Egge. From unexpected beginnings at the Indiana University Foundation to the intricacies of deciphering donor behavior, this episode explores the fusion of data-driven insights and human intuition in fundraising strategies.

Topics We Cover:

• Mark shares their unconventional path from music to research, drawing parallels between interpreting music and piecing together information in prospect research
• Goals of prospect research
• The importance of collaboration between researchers and fundraisers in cultivating strong donor relationships and driving fundraising success
• From wealth screening to individual profiling, gain insights into the nuanced process of prospect research and the balance between individual and group analysis
• Formulaic vs. qualitative approach
• Discover the role of data and analytics in decision-making processes, including the value of systematizing data and predictive modeling in identifying potential donors
• Maximizing fundraising potential
• Reflect on the importance of thinking big and leveraging research to unlock the full potential of donor relationships in achieving fundraising success

To Learn More and Connect with Mark:
Mark Egge on LinkedIn
Itasca Partners Website
How To Measure Anything Book

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In this episode of Agents of Nonprofit, I sit down with nonprofit expert Anna Taylor to explore the intricacies of capacity building within the nonprofit sector. Drawing from seven years of experience in nonprofit capacity planning, Anna shares valuable insights and practical advice for nonprofit professionals seeking to navigate the complexities of organizational growth.

Topics We Cover:

• The world of capacity building within nonprofit organizations
• Anna's journey from a corporate volunteer program to becoming a key player in nonprofit capacity planning
• The definition of capacity planning and its importance in assessing resources, program needs, and organizational evolution
• Manpower, fundraising strategies, access to expertise, and organizational systems
• Aligning staffing needs with program requirements and leveraging diverse expertise within nonprofit teams.
• Challenges and opportunities facing nonprofit organizations in navigating capacity planning and fundraising efforts
• Evolving role of technology, including AI, in capacity planning, and the importance of human expertise in interpreting AI-generated insights.

To Learn More and Connect with Anna:
TheGreaterSum.org
Anna Taylor on LinkedIn

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In this episode of Agents of Nonprofit, I sit down with Rashaunda Williams, founder of Collective Impact, to explore the challenges and solutions facing BIPOC-led social impact organizations. From grassroots origins to the self-funding dilemma, Rashaunda shares insights into building sustainable nonprofits while advancing community missions.

Topics We Cover:

• Rashaunda's journey and the genesis of Collective Impact, a company supporting BIPOC-led nonprofits
• Resource constraints and capacity building challenges faced by BIPOC social impact organizations
• Effective communication, personal development, and strategic partnerships to overcome hurdles
• Technology's role in efficiency and automation with recommendations for project management systems and donor relations
• A shift towards abundance thinking, collaboration, and business-minded approaches within the nonprofit sector

To Learn More and Connect with Rashaunda:
Rashaunda Williams on LinkedIn
Collective Impact Instagram
Collective Impact Website

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