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13 | John Taylor

All About Supporting Philanthropy

Release Date: 02/03/2022

31 | DEI in Advancement Services show art 31 | DEI in Advancement Services

All About Supporting Philanthropy

The many components of our identities connect to form a unique human experience that is examined and explored further in “Diversity, Equity and Inclusion for Advancement Services – Best Practices for Today’s Success.” Join aasp for a book report and contributing author conversation on this free publication that engages readers through thoughtful delivery, encouraging us to uniquely make good choices. No matter the stage of journey, you’ll feel inspired to ask valuable questions within critical areas of non-profit data services: acquisition, storage and usage.  00.00...

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30 | Aspire Awards - Tell Your Story show art 30 | Aspire Awards - Tell Your Story

All About Supporting Philanthropy

Celebrating Our Wins through the Annual Aspire Awards Fellow Advancement Service professionals share their perspectives and experiences with the annual Aspire Awards, designed to recognize colleagues for their accomplishments. Become inspired and get ready to document your achievements after receiving advice from both sides of the award process. Robin and Sholanda will motivate future submissions by explaining how to best describe an innovative, complex project and measure success through impact. The size of your team and the size of the project may not matter as much as you would expect it...

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29 | Fundminer show art 29 | Fundminer

All About Supporting Philanthropy

Chelsea Lamego and Alejandro Stevenson-Duran, co-founders of Fundminer, discuss their journey in building their company and the challenges they aim to solve in the fundraising and advancement services industry. They share how they met and started working together, the development of their product, and their experience attending the AASP Summit. They also highlight the importance of self-service and scalability in their platform, as well as the role of artificial intelligence in automating repetitive tasks. They offer advice for others looking to build their own solutions and emphasize the...

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28 | Dr. Becky Frantz show art 28 | Dr. Becky Frantz

All About Supporting Philanthropy

Dr. Becky Frantz is the Executive Director of Customer Service for Development and Alumni Relations at the University of California at Davis. She shares her journey in philanthropy and involvement with the Association of Advancement Services Professionals (aasp). She emphasizes the benefits of volunteering and offers advice for pursuing professional development and volunteerism. Becky also discusses the aasp mentorship program and the value of finding mentor matches in the same or different industry. She highlights the importance of formal education in philanthropy and suggests areas for...

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27 | Book Report : Data Science for Fundraising show art 27 | Book Report : Data Science for Fundraising

All About Supporting Philanthropy

Data Science for Fundraising by Ashutosh Nandeshwar and Rodger Devine is a comprehensive book that covers topics such as learning R, predictive analytics, and data visualization. The book provides step-by-step instructions and guidance on implementing these concepts. It is written in a casual and approachable language, making it easy to follow along. The authors also provide additional resources and citations for further exploration. Overall, the book is highly recommended for anyone interested in data analytics and fundraising.

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26 | Book Report : The Little Book of Gold show art 26 | Book Report : The Little Book of Gold

All About Supporting Philanthropy

Summary In this podcast episode, Meg Padovani discusses the book 'The Little Book of Gold: Fundraising for Small and Very Small Nonprofits' by Eric Hanberg. She highlights the approachability and value of the book, emphasizing its relevance for both small and large organizations. Meg explores the importance of making fundraising goals approachable and shares insights on starting small and building relationships. She also appreciates the casual and supportive tone of the book, which makes it feel like a conversation with the author. Meg concludes by emphasizing the significance of human...

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25 | Mark DeFelippis show art 25 | Mark DeFelippis

All About Supporting Philanthropy

Staying Connected with Mark DeFelippis A leader in the Advancement Services industry, Mark DeFelippis shares familiar career comforts within his professional journey, starting with falling in to a position and finding a home. This personal perspective is a story of evolution and engagement, highlighting the importance of human connection in today’s virtual world.   00:00     Intros & Background 3:00        Mark’s entry in to professional organizations 8:40        History and evolution of AASP and...

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24 | CRM Technology Ecosystems with Jeffrey Wat show art 24 | CRM Technology Ecosystems with Jeffrey Wat

All About Supporting Philanthropy

Your Donor Management System is just part of your technology ecosystem. Considering the many official and unofficial downstream and bolt-on solutions, managing your CRM, or changing your CRM, requires planning and many conversations. Listen as Jeffrey Wat dicusses technology ecosystems and technical debt. 00:00 Jeffrey Wat 03:03 CRM Systems and Planning Changes 05:35 Technology Ecosystems 13:26 Navigating Changes 20:03 How to Manage Bolt-on Solutions 27:01 Guardrails for Downstream Solutions 29:48 What is Tech Debt? 32:12 You Are Important To Your Operation

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23 | Mark Longo show art 23 | Mark Longo

All About Supporting Philanthropy

Today we are going to talk with a benchmarking guru who creates, and keeps track of, a bunch or simple surveys. And through these surveys, he can pinpoint his position relative to other shops of the same size, and even against shops that they aspire to emulate. Welcome Mark Longo from Caltech. 00:00 Mark Longo 11:23 Accounting and Non-profit on purpose 16:39 Benchmarking 22:54 Not Perfect 29:25 How to Get Started 36:59 The Goal of the Surveys 41:12 Phona-a-thon Demise 43:09 Unique Approach to Advancement Services

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22 | Summit 2023 Snapshot show art 22 | Summit 2023 Snapshot

All About Supporting Philanthropy

Summit 2023 was a testament to the dedication of our colleagues and friends. It is a multi-day affair that brings like-minded individuals together to share, learn, and celebrate. If you have never attended a Summit, we strongly recommend considering it. This episode is a unique opportunity, capturing candid conversations amid the conference's hustle and bustle. Join us as we converse with prominent figures from the philanthropic realm, including: Teresa Goddard, our respected treasurer within aasp. Jessica LaBorde, who presides as the president of aasp. Sue from Northwestern, a notable...

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More Episodes
In our industry of advancement services, there are a few rock stars. These are colleagues who we turn to for information and advice. They help describe the right way of recording our donors and gifts. One such individual is John Taylor. He is the creator of the fund services listserv and has worked for multiple advancement services shops. He is now a consultant for many development operations and is also the go-to guy for questions about IRS rules and for general best practices. In this episode, we are excited to bring Jianell's conversation with John Taylor to you.