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MarketSmart Podcasts

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Metrics That Matter

MarketSmart

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Learn how to make sense of your fundraising data to make better decisions and raise more money with less effort. Join Zach Shefska and Tim Chaten in a bi-weekly podcast about fundraising metrics, data analysis and more.
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Engagement Fundraising: How to Raise More Money at Lower Costs

MarketSmart, LLC.

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Generate more gifts with less money and reduced resources with Engagement Fundraising. Join Greg Warner as he cuts through the noisy and confusing echo chamber of fundraising philosophies to help you become more efficient and effective generating more major and legacy gifts. Presented by MarketSmart, LLC. Learn more at www.imarketsmart.com.
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How I Built My Fundraising Consultancy - the stories behind the people driving results in the nonprofit sector

MarketSmart

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How I Built My Fundraising Consultancy is a bi-weekly interview podcast with fundraising consultants. Hear how individual consultants and consulting firm leaders got their start. Learn what it takes to launch your practice, the tools you’ll need, and the hardships you may face. Discover what it takes to build a fundraising consultancy. Check out How I Built My Fundraising Consultancy by MarketSmart.
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Scott Koskoski (HIBMFC-0042) 27:35

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Scott Koskoski is a Senior Performance Mentor at BrightDot. BrightDot focuses on coaching fundraisers to reach their goals. Scott got into fundraising because of his experience getting a scholarship and meeting the donor who enabled him to go to college and shares from this unique perspective as a fundraiser directly impacted by a donor. Learn more…
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Channel Fragmentation (EF-S04-E03) 9:31

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We live in a world with endless inputs and channels: smartphones, tablets, television, email, and social media are just a few. Learn how to address all of these channels in a way that donors love and get value from. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingboo…
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The Consideration Process for Major Donors and Legacy Supporters (EF-S04-E02) 25:51

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Learn about the consideration process that major donors and legacy supporters go through as they determine who they want to give to. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.By MarketSmart, LLC.
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Hannah Zollman (HIBMFC-0040) 24:03

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Hannah Zollman is the Founder and Principal at Mission Driven Fundraising. Her focus is on helping mission-driven organizations build their fundraising departments to be self-sufficient and successful. Learn more about Mission Driven Fundraising at www.missiondrivenfundraising.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Amy Varga (HIBMFC-0039) 28:28

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Amy Varga is the president of the Varga Group. Learn about her background as a fundraiser and a university professor to future fundraisers. We also dive into how she determined what services to offer and how to create a successful and profitable consultancy. Amy is a very thoughtful business owner and she shares some invaluable information for thos…
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The War for Fundraising Talent with Jason Lewis (EF-S03-E10) 30:01

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Jason Lewis, the author of the War for Fundraising Talent, joins Greg and Tim to discuss the value of a thank you call, fundraising conferences, and much more. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com. The War for Fundraising Talent: And How Small Sho…
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What Data Fundraisers Want to Qualify and Prioritize Donors (EF-S03-E09) 15:50

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Recently we surveyed a few hundred fundraisers to find out what they felt were the most (and least) important data points for qualifying and prioritizing major gift supporters for outreach. Greg and Tim discuss the findings in this episode. The survey results can also be found here - https://imarketsmart.com/the-top-qualification-and-prioritization…
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Introducing Dan Doyle and Using the Right Tools for Fundraising (MTM-S02E10) 20:06

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Zach and Tim interview Dan Doyle, the new Chief Evangelist at Fundraising Report Card. Learn about Dan’s background, why FRC is such a powerful tool for nonprofits and consultants, and how Dan can help you make the most out of it. Learn more about FundraisingReportCard by visit www.fundraisingreportcard.com.…
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Arlene Cogen (HIBMFC-0036) 16:02

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Arlene Cogen is a Philanthropic Leadership Consultant, Author, Speaker, Trainer, and Coach. She works primarily with professional advisors, nonprofits and their clients to build deeper relationships and engage the next generation through leadership and philanthropy. Learn more about Arlene Cogen at www.arlenecogen.com. Learn more about MarketSmart …
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Being a Frontline Fundraiser with Dan Shephard (EF-S03-E07) 27:11

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Learn what it means to be a “frontline” fundraiser with special guest, Dan Shephard. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com. Learn more about Dan at www.thefrontlinefundraiser.com.By MarketSmart, LLC.
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Sherry Quam Taylor (HIBMFC-0034) 25:38

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Sherry Quam Taylor is the Founder and President of QuamTaylor, a fundraising consulting group based in the Chicago area. Sherry’s company really strives to work with nonprofits on a donor-centric mindset and has expanded into helping nonprofits during the hiring process to ensure nonprofits really are hiring people that align with the nonprofit and…
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Penelope Burk (HIBMFC-0033) 39:14

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Learn not only about starting and running a successful fundraising consultancy, but also some fascinating insights from one of the industry’s leading researchers on what it’s like to be the donor and the experiences that they expect and want from you the fundraiser. Penelope Burk is the president of Cygnus Applied Research and the author of “Donor-…
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T.J. McGovern (HIBMFC-0032) 25:58

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T.J. McGovern is the president of the McGovern Consulting Group. He was formerly the Development Manager at Fairbanks Hospital and Development Director at Ivy Tech Community College. T.J. focuses on helping nonprofits develop their message. Learn more about McGovern Consulting Group at www.mcgimpact.com. Learn more about MarketSmart at www.imarkets…
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The Plan for Fundraising Success (MTM-S02E08) 19:07

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Achieve fundraising success by creating a plan. Zach and Tim discuss the components of a successful plan and how to create one for your organization. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Learn more about FundraisingReportCard by visit www.fundraisingreportcard.com.…
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Cathy R. Sheffield (HIBMFC-0031) 28:02

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Cathy R. Sheffield is a fundraising executive with over 20 years experience, specializing in major gifts and gift planning. She founded ThinkGiving in June of 2017. Cathy has experience in healthcare and education for organizations such as All Saints Health Foundation, Texas Health Resources Foundation, Cook Children’s Health Foundation, Texas Chri…
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Do You Really Want Every Donation (MTM-S02E07) 17:25

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Zach and Tim discuss the Pearson Family Members Foundation vs. The University of Chicago lawsuit and when you should turn down a major gift. Read this blog post for additional context for this episode: https://fundraisingreportcard.com/every-donation/ Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imar…
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Apps, Services, and Tools For Nonprofits (MTM-S02E06) 21:57

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Zach and Tim discuss some of their favorite apps, services, and tools. The show notes with links to all of these tools are available at www.fundraisingreportcard.com/podcast. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Learn more about FundraisingReportCard by visit www.fundraising…
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Emma Kieran (HIBMFC-0029) 27:17

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Emma Kieran is the principal of Pilot Peak Consulting, which she started in June of 2014. Learn how her background as both a teacher and a fundraiser has influenced what she set out to do with Pilot Peak Consulting. Learn more about Pilot Peak Consulting at www.pilotpeakconsulting.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Engagement Fundraising in Action with Erin Troia (EF-S03-E03) 38:55

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Greg interviews Erin Troia about her “Engagement Fundraising” experiences. Erin recently finished reading an advanced copy of Engagement Fundraising and tried out some of the concepts she read about in the book. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.co…
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What Data Can Be Ignored and Does the Approach Change for Small and Big Nonprofits (MTM-S02E05) 20:44

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Zach and Tim answer questions on what data can be ignored and how the approach changes for a larger nonprofit. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Learn more about FundraisingReportCard by visit www.fundraisingreportcard.com.…
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Sarah Jackson (HIBMFC-0028) 29:11

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Sarah Jackson is the president of Sarah J Consulting found at SarahJConsulting.com. SJC has been in operation since January of 2012 and is based in the Boston area. Prior to starting her own business Sarah worked at a variety of nonprofits in the Boston area and has a BA in communications from Emmanuel College. Learn more about MarketSmart at www.i…
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Claire Axelrad (HIBMFC-0027) 25:29

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Claire Axelrad, principal at Clairification, comes from a background of almost 30 years in the nonprofit fundraising world before starting up her business in 2009. You may know her by the name of Clairification Claire. Topics discussed include her focus in education, how her business has changed over the years, where the name Clairification came fr…
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Handling Negative Metrics, The One Metric To Track, and In Tribute Donation Metrics (MTM-S02E04) 22:30

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Zach and Tim answer questions about handling negative metrics, what the one monthly or weekly metric every fundraiser should monitor is, and benchmarking in tribute donations. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Learn more about FundraisingReportCard by visit www.fundraisin…
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Advice for Small NonProfits, Data Outliers, and Getting Your Team Onboard (MTM-S02-E03) 25:55

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Learn what database a small nonprofit should use, how to deal with data outliers, and how to get your team onboard with making data-driven decisions. Call (575) 815-4573 to leave a voicemail with your questions. Write in to tim@imarketsmart.com to email in your questions. Learn more about FundraisingReportCard at www.fundraisingreportcard.com.…
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Sam Laprade (HIBMFC-0025) 29:52

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Sam Laprade of Gryphon Fundraising is the host of the radio show “An Hour to Give” and has been working in the nonprofit sector for the past 15 years. She recently transitioned to becoming a full-time consultant. We discuss that transition, what her biggest challenges are and much more. Learn more about Gryphon Fundraising at www.gryphonfundraising…
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Healthy Growth, Database Management, and Major Gifts (MTM-S02E02) 17:30

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Zach and Tim respond to three listener questions that include: what is a healthy percentage of donor increase year to year, when should you add a donor or prospect to your database, and what should be considered a major gift? Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Learn more a…
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Andrew Olsen (HIBMFC-0024) 28:24

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Andrew Olsen is Senior Vice President at Newport One, a direct response fundraising agency headquartered in Duxbury, MA. Prior he was an independent fundraising consultant and is the author of Rainmaking: The Fundraiser’s Guide to Landing Big Gifts. Learn more about MarketSmart at www.imarketsmart.com. Learn more about Newport One at www.newportone…
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Sheila Dwyer Schwartz (HIBMFC-0023) 30:15

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Sheila Dwyer Schwartz is the founder and principal of Dwyer Philanthropy. She started her consultancy because she wanted to work for mid-level nonprofits. Her experience was in working for larger organizations and this was her way of working with a bunch of organizations she felt she could make an impact with. You can find more information about he…
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Missy Gale (HIBMFC-0022) 25:12

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Missy Gale is president of M. Gale & Associates. She has been running her business since 2009 and builds on her experience in the healthcare sector and her marketing and advertising education. M. Gale & Associates showcases what a great team based consultancy can look like. You can find more information at www.mgaleassociates.com. Learn more about …
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Nadine Gabai-Botero (HIBMFC-0021) 24:28

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Nadine Gabai-Botero has been the principal of Focus Fundraising for the past 9 years. Her background is in fundraising for arts organizations, but as you’ll hear in the interview she has expanded to help different types of nonprofits meet their goals by focusing on creating a great strategy. You can find more information about Focus Fundraising at …
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