Podcasts - Consultants MarketSmart, LLC

Your Role

Challenges You Face

results

Learn

Resources

About

How I Built My

Fundraising Consultancy

Elise Saltzberg – Episode 38

0:00

23:04

Elise Saltzberg – Episode 38

Listen in a New Window Download Spotify Player Embed

Elise Saltzberg is the owner of Saltzberg Consulting and is an expert at grants and shares the ins and outs of running a business focused on researching and writing grants in this episode.

Learn more about Saltzberg Consulting at www.saltzbergconsulting.com.

Click here to listen on YouTube!

Topic Timestamps

Introduction [00:00]
What inspired you to start your business? [02:33]
Home/Client Time Split? [03:21]
Are your clients local? [03:56]
Where did your interest in grants come from? [04:18]
Your background in psychology? [05:09]
How’d you decide to get into fundraising? [05:45]
What aspects of fundraising do you enjoy? [07:34]
What was it like working for a larger national nonprofit? [08:14]
How did you expand to include now 6 other consultants? [09:32]
Grant Research [10:36]
How has the business changed since you started it? [12:25]
What’s your marketing approach? [13:21]
The “are you ready” form [14:56]
Any tough lessons you’ve learned? [16:16]
What are your favorite tools? [16:45]
Free Offer for Podcast Listeners [19:23]
Lightning Round [20:03]
Where can people find more info? [22:09]

No podcast episodes found

Dan Shephard – Episode 37

0:00

23:22

Dan Shephard – Episode 37

Listen in a New Window Download Spotify Player Embed

Dan Shephard (the Frontline Fundraiser) is the owner of the Shephard Group. He focuses on teaching fundraisers how to have a conversation with donors about charitable gift planning.

Learn more about the Shephard Group at www.thefrontlinefundraiser.com.

Click here to listen on YouTube!

Topic Timestamps

Introduction and Free Audiobook Offer [00:00]
The Frontline Fundraiser [01:51]
How are you unique? [02:13]
Why’d you decide to focus on CGP? [03:01]
What have been some of your favorite moments as a teacher? [04:16]
Why’d you decide to take this approach? [05:32]
When did you come up with the name the “frontline” fundraiser? [06:21]
How many students do you like to take on at a single time? [07:00]
Where’d you start your fundraising career? [08:00]
How has your business changed in the 10 years you’ve been running it? [08:19]
How do you market yourself today? [10:36]
Why’d you start your own business? [11:22]
What were your first few years like? [12:06]
Would you of changed anything if you were starting fresh? [13:11]
Do you work with other consultants? [13:46]
Any advise for consultants getting started? [14:08]
What’s your typical schedule? [15:17]
What is your approach to LinkedIn? [17:07]
Free Audiobook Offer – Engagement Fundraising [19:13]
Lightning Round [19:54]
Where can people find more info about you? [22:17]
Closing and Free Audiobook Offer [22:48]

No podcast episodes found

Arlene Cogen – Episode 36

0:00

16:02

Arlene Cogen – Episode 36

Listen in a New Window Download Spotify Player Embed

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.

Click here to listen on YouTube!

Topic Timestamps

Introduction [00:00]
Free Audiobook Offer [00:52]
Introducing Arlene Cogen [01:34]
Why’d you start working with nonprofits? [02:24]
What did you learn from your first job with nonprofits? [03:09]
How did your banking background help you? [04:21]
What was the process like writing Give to Live? [05:36]
Do you do most of your work locally? [06:53]
Your logo [07:21]
How do you market your business? [08:43]
Would you change anything if you were to do it again? [09:17]
What’s your typical schedule? [10:50]
Free Audiobook Offer [11:53]
Lightning Round [12:35]
Where can people find more info? [15:06]
Closing [15:30]

No podcast episodes found

Joe Tumolo – Episode 35

0:00

28:15

Joe Tumolo – Episode 35

Listen in a New Window Download Spotify Player Embed

Joe Tumolo is the CEO of Gift Planning Development. He is an expert at building relationships and helping nonprofits focus on a donor-centric approach.

Learn more about Joe Tumolo at www.giftplanningdevelopment.com.

Click here to listen on YouTube!

Topic Timestamps

Introduction and Free Audiobook Offer [00:00]
When did you first start working with nonprofits? [01:56]
How has the company grown over the years? [03:36]
Are you able to offer more now that you do have a team? [05:48]
What’s your day look like as CEO? [06:31]
When do you partner with another consultant? [08:39]
How much of the work is done virtually? [12:59]
How often do you do work that isn’t your specialty? [14:05]
Building a network [15:53]
Getting new clients [19:29]
Any advice in drafting up a contract? [21:11]
Free Audiobook Offer – Engagement Fundraising [23:58]
Lightning Round [24:39]
Where can people find more info? [27:14]
Closing [27:41]

No podcast episodes found

Sherry Quam Taylor – Episode 34

0:00

25:38

Sherry Quam Taylor – Episode 34

Listen in a New Window Download Spotify Player Embed

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 donor’s interests.

Learn more about Quam Taylor at www.quamtaylor.com.

Click here to listen on YouTube!

Topic Timestamps

Introduction [00:00]
Free Audiobook Offer [00:36]
Introducing Sherry Quam Taylor [01:19]
How are you donor first? [02:10]
What is your most common request for a new client? [04:38]
What was your experience prior to starting your business? [07:16]
Why’d you shift to working with nonprofits? [07:45]
How has your consultancy grown over the years? [09:24]
What is your favorite part of your job? [09:45]
What staffers at nonprofits do you most often work with? [10:20]
What’s your time split of in-person vs. remote work? [10:48]
The “Ready to Grow” checklist [11:27]
How do you find new clients? [12:44]
What work did you do in the beginning to get your first clients? [14:09]
What advice would you have for someone starting their own consultancy? [16:05]
What lessons have you learned? [17:33]
What tools do you use to get your work done? [18:29]
What’s your typical schedule like? [19:48]
Free Audiobook Offer – Engagement Fundraising [20:52]
Lightning Round [21:31]
Where can people find more info? [24:49]
Closing [25:06]

No podcast episodes found

Newer Podcasts 1 2 3 … 8 9 Older Podcasts

Get the book!

Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?

Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?

Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?

Then this book is for you.

Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.

BUY NOW

Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!

Your Role

Challenges You Face

Learn

Resources

About

Your Role

Challenges You Face

results

Learn

Resources

About

Elise Saltzberg – Episode 38

Dan Shephard – Episode 37

Arlene Cogen – Episode 36

Joe Tumolo – Episode 35

Sherry Quam Taylor – Episode 34

About the Podcast

Submit Your Feedback

Get the book!

Get smarter with the SmartIdeas blog