Using the Whole Whale - A Nonprofit Podcast

Scaling Nonprofits: Mastering HR Challenges

Host George engages with Dr. Tiffany Slater, founder and CEO of HR TailorMade, to delve into the complexities of human resources within nonprofit organizations. As nonprofits grow, they often encounter HR challenges that can impede their mission-driven work. Dr. Slater's company serves as a fractional HR department, providing tailored solutions to nonprofits across the United States.

Key Insights:

• Growth and HR Challenges: As organizations expand, they face critical HR inflection points, often every three to five employees. Each new hire brings unique personalities and needs, complicating internal dynamics. Dr. Slater emphasizes the importance of intentional onboarding to integrate new team members effectively and ensure they understand their roles and the organizational culture.
• Onboarding and Retention: Effective onboarding is crucial for employee retention. Dr. Slater advises creating a structured onboarding plan, including a 30, 60, 90-day framework, to equip new hires with the necessary tools and knowledge. This process not only helps employees succeed but also fosters long-term commitment to the organization.
• Managing Difficult Conversations: One of the toughest HR challenges is addressing performance issues when employees do not recognize their shortcomings. Dr. Slater stresses the importance of clear communication and documentation to manage expectations and guide performance improvements.
• Litigious Challenges: The conversation touches on the inevitability of lawsuits, emphasizing the need for meticulous documentation of HR processes and interactions to protect the organization legally.
• Performance Documentation: Regular performance reviews and documentation are essential. Providing feedback helps employees grow and aligns their efforts with organizational goals. It also serves as a critical tool in managing underperformance and potential terminations.

📜 U.S. Congress Fast-Tracked (Now Failed) Bill To Strip Nonprofits of Their Status Without Due Process (news)

Nonprofit Sector Faces Legislative and Financial Challenges Amid Innovative Solutions

In this episode of Nonprofit News Feed, George Weiner, Chief Whaler of Whole Whale, and Nick Azulay, Digital Strategist, delve into pressing issues and inspiring initiatives in the nonprofit sector. They begin with the failed U.S. House bill H.R. 9495, which sought to give the Treasury Department unilateral power to revoke nonprofits' 501(c)3 status if deemed to support terrorism. Although the bill was defeated, the discussion highlights concerns over due process and the potential for abuse, emphasizing the need for vigilance in protecting nonprofit rights.

Next, the duo explores a Los Angeles Times story about nonprofits facing financial strains due to the city's mansion tax. Two organizations, the Motion Picture and Television Fund and Los Angeles Jewish Health, incurred significant taxes despite their missions aligning with affordable housing goals. This situation underscores the complexities of nonprofit tax laws and the need for legislative reform to prevent financial burdens that hinder mission-driven work.

Shifting focus to solutions, the hosts discuss Bloomberg's report on Acumen's ambitious $1.5 billion investment in agricultural technology startups across developing nations. This initiative aims to enhance climate resilience and improve yields for small-scale farmers, marking a significant shift from traditional aid models to sustainable, systems-based approaches.

Finally, a feel-good story from CBS News highlights "Adventures in Training with a Purpose," a nonprofit offering wellness services to veterans and first responders. Founded by former Pittsburgh Steelers player John Kalb, this organization provides comprehensive support to improve mental and physical health, celebrating its impact with a fundraising event featuring Steelers legends.

Critical Insights:

• The defeat of H.R. 9495 demonstrates the power of civil society in protecting nonprofit rights, but ongoing vigilance is necessary.
• Legislative gaps, like those seen in the LA mansion tax, can impose unintended financial burdens on nonprofits, highlighting the need for reform.
• Acumen's investment exemplifies a strategic shift towards sustainable development in agriculture, addressing significant funding gaps in climate resilience.

Call to Action: Nonprofit professionals and advocates are encouraged to stay informed about legislative developments and support initiatives that drive systemic change. Engaging in policy discussions and advocating for reform can help protect and empower the sector.

Closing Thought: As challenges persist, the nonprofit sector's resilience and innovation continue to shine. By fostering collaboration and leveraging strategic investments, the sector can navigate obstacles and create lasting impact.

Halloween Recap: How To Make The Most Of Holidays For Nonprofits 🧛 (news)

Leveraging Holidays for Nonprofit Fundraising: Insights and Strategies

In this week's episode of the Nonprofit News Feed, George Weiner, Chief Whaler of Whole Whale, and Nick Azulay, Digital Strategist, delve into innovative fundraising strategies for nonprofits, focusing on leveraging holidays to boost donations. As the holiday season approaches, they highlight the potential of using cultural events like Halloween and upcoming festivities such as Thanksgiving and Giving Tuesday to engage donors and drive fundraising efforts. They cite examples like Trick or Treat for UNICEF and initiatives by organizations such as Operation Shoebox and Ronald McDonald House, which have successfully intertwined fundraising with holiday traditions.

Key Insights:

• Holiday Fundraising Success: Historical campaigns like Trick or Treat for UNICEF have raised over $100 million by tapping into holiday traditions, demonstrating the effectiveness of aligning nonprofit activities with cultural events.
• Strategic Planning: Nonprofits are encouraged to plan ahead using resources like Whole Whale’s Causewriter AI to brainstorm and develop campaigns that integrate seamlessly with various holidays, making it easier to ride existing cultural waves rather than creating new ones.

Navigating Rising Costs Amid Revenue Declines

The episode also addresses the financial challenges nonprofits face due to rising benefit costs. George shares insights from an analysis of 33,000 organizations, revealing a 12.7% annual increase in employee benefit expenses, posing significant financial strain as revenue streams decline. This discussion highlights the urgent need for strategic financial planning and potential policy interventions to alleviate cost pressures on nonprofits.

Blood Donation System: A Nonprofit Model

An interview with Kurt Bailey, CEO of Bloodworks Northwest, offers a deep dive into the nonprofit-led blood supply system in the U.S. Bailey explains how the decentralized model, reliant on voluntary donations, provides essential flexibility and redundancy. The conversation underscores the critical role of nonprofits in maintaining a stable blood supply and the unique challenges they face in targeting younger donors.

Feel-Good Initiatives and Creative Fundraising Ideas

The podcast wraps up with feel-good stories like a Halloween costume 5K event supporting justice nonprofits and creative ideas for engaging communities in fundraising activities. They emphasize the importance of tapping into existing cultural moments, such as marathons and community events, to enhance nonprofit visibility and support.

Reflective Thought: As nonprofits navigate financial challenges and look for innovative fundraising strategies, leveraging cultural events and holidays presents a powerful opportunity to connect with donors and communities. By aligning their missions with existing traditions, nonprofits can amplify their impact and ensure sustainability in uncertain times.

"Extractive Empathy" & The Hidden Costs of Donation-Based Crowdfunding Platforms 🤫 (news)

Exploring 'Extractive Empathy' and the Dynamics of Nonprofit Fundraising

In this episode of the Nonprofit News Feed, hosts George Weiner, Chief Whaler of Whole Whale, and Nick Azulay, Digital Strategist at Whole Whale, dive into the intricacies of nonprofit news with a focus on the concept of "extractive empathy." The episode begins with a discussion on the palpable anticipation in the social impact space surrounding upcoming elections, which could influence strategic planning and decision-making.

A key highlight of the episode is the introduction of "extractive empathy," a term coined by Whole Whale to describe the use of emotionally charged personal narratives to drive donations on crowdfunding platforms. This approach, while effective in generating immediate financial support, often overlooks long-term community needs and sustainable solutions. The conversation references a study showing that individuals with higher incomes raise more funds due to expansive social networks, emphasizing the imbalance in crowdfunding dynamics.

The hosts critique this approach by pointing out how platforms like GoFundMe prioritize individual stories over systemic change, which can exacerbate inequities. They suggest strategies to mitigate these issues, such as implementing an "overflow" system where excess funds beyond a set goal are directed to designated charities.

In the latter part of the episode, George and Nick discuss a new report on U.S. charitable giving trends, highlighting an increase in donations from both individuals and institutions. However, they note that a small percentage of donors account for a significant portion of total donations, underscoring the growing influence of high-net-worth individuals in philanthropy.

The episode wraps up with a feel-good story about an Austin-based nonprofit providing free English lessons to Afghan refugee women, showcasing grassroots efforts to support displaced communities. Despite the heavy topics, the hosts inject humor and encourage listeners to engage with these critical discussions.

Key Takeaways:

• "Extractive empathy" highlights the challenges of relying on emotional narratives for fundraising, which can divert attention from systemic solutions.
• The increasing role of wealthy donors in philanthropy necessitates tailored strategies to engage high-net-worth individuals effectively.
• Grassroots initiatives, like language classes for refugees, play a vital role in community support and integration.

Reflective Thought: As the nonprofit sector navigates these complex dynamics, it's crucial to balance immediate fundraising needs with long-term, equitable solutions that address root causes rather than symptoms.

💻😳 Fallout Continues Between Wordpress & For-Profit Competitor (news)

In this week's episode of the Nonprofit Newsfeed by Whole Whale, hosts George Weiner, Chief Whaler, and Nick Azulay, Senior Digital Strategy Manager, delve into significant developments affecting the nonprofit sector. They kick off with an enticing offer from Whole Whale University, providing a substantial discount on their end-of-year course bundle, aimed at empowering nonprofit professionals with essential digital insights and strategies.

WordPress vs. WP Engine: A Tech Showdown

The episode’s main story unpacks the escalating tension between WordPress and WP Engine, a hosting service provider. The conflict, rooted in trademark disputes and accusations of unfair profit-making, has led to public legal threats and internal turmoil within WordPress. With WordPress powering over 43% of global websites, including many in the nonprofit sector, this drama has significant implications. George and Nick discuss how these tensions might affect nonprofits, especially those using WP Engine, and emphasize the importance of understanding the tech landscape that supports nonprofit operations.

Veblen Giving: A New Perspective on Philanthropy

George introduces the concept of "Veblen Giving," a term he coined to describe donations made primarily for social prestige. This type of giving is becoming more prevalent as fewer individuals account for the majority of charitable donations. The hosts discuss the implications of this trend, highlighting the need for nonprofits to tailor their communication strategies to engage high-net-worth donors effectively. George's innovative approach to redefining philanthropy in the context of AI and SEO strategies is also explored, illustrating how nonprofits can adapt to the evolving digital landscape.

Addressing Homelessness: Contrasting Approaches

The episode also covers contrasting strategies to tackle homelessness in San Francisco. The city's aggressive homeless encampment sweeps, part of a broader revitalization plan, have faced criticism for lacking long-term solutions. In contrast, the nonprofit GLIDE advocates for a more compassionate approach, focusing on relationship-building and sustainable transitions to permanent housing. This segment highlights the critical role of nonprofits in addressing complex social issues through innovative and empathetic strategies.

Feel-Good Story: Broadway's Philanthropic Impact

Closing on a positive note, the hosts celebrate the philanthropic efforts of Broadway, particularly the musical "Hell's Kitchen," which has donated over $1 million to Alicia Keys’ Keep a Child Alive organization. This gesture continues Broadway's long-standing tradition of charitable giving, as exemplified by the Broadway Cares/Equity Fights AIDS initiative, which has raised over $300 million since 1988.

Navigating New Cybersecurity Threats: A Deep Dive into a Sophisticated Scam

Navigating Nonprofit Cybersecurity and Global Funding Challenges

In this episode of the Nonprofit News Feed, George Weiner, Chief Whaler of Whole Whale, and Nick Azulay, Digital Strategist, delve into pressing nonprofit sector issues, with a focus on cybersecurity threats and global funding challenges. They also highlight a significant philanthropic initiative by Melinda French Gates.

Key Topics and Insights:

1. Cybersecurity Threats to Nonprofits:

   • George and Nick discuss a sophisticated phishing attempt targeting Whole Whale, emphasizing the growing threat of AI-enabled social engineering scams. They caution nonprofits to enhance cybersecurity awareness and train staff to recognize suspicious activities.
   • The conversation includes insights from Joshua Pesky of Roundtable Technology, highlighting the need for vigilance against phishing scams, particularly those exploiting power dynamics and urgency.

2. Melinda French Gates' Philanthropic Initiative:

   • Melinda French Gates has pledged an additional $250 million to support women's health globally through the "Action for Women's Health" grant competition. This initiative, managed by Lever for Change, aims to provide unrestricted funding to at least 100 nonprofits, signaling a shift towards more open and transparent philanthropic processes.

3. Global Humanitarian Funding Gaps:

   • The New Humanitarian reports on record-wide funding gaps in the global humanitarian sector, with UN appeals only 45% funded in 2023. The discussion highlights the strain on resources due to prolonged crises and the challenges faced by local aid organizations in securing funding.
   • George and Nick draw parallels between global and local nonprofit sectors, noting similar challenges in transparency, efficiency, and funding.

4. Voter Participation Initiatives in Alabama:

   • The episode concludes on a positive note with the "Defend the Ballot" initiative in Alabama, aimed at increasing voter participation amid restrictive state laws. The effort seeks to address low voter turnout and empower citizens to exercise their voting rights.

Call to Action: Nonprofits are encouraged to prioritize cybersecurity training and awareness to safeguard against evolving threats. Additionally, organizations should explore opportunities for funding through open calls like Melinda French Gates' initiative and remain informed about global and local funding trends.

Reflection: The episode underscores the importance of adaptability and resilience in the nonprofit sector, particularly in the face of cybersecurity risks and funding challenges. By fostering a culture of vigilance and leveraging innovative funding opportunities, nonprofits can continue to make a significant impact.

How Agencies & Nonprofit's are Getting Scammed

A Close Call with Cybercrime: Anatomy of a Modern RFP Scam

For agencies, opportunities can come knocking at any moment. For George, the founder of a successful agency, that knock came in the form of an enticing email from what appeared to be Banana Republic. The message dangled a lucrative contract, promising a monthly budget that would make any agency salivate. It seemed too good to be true – and as George would soon discover, it was.

At first glance, the scam was impressively crafted. A LinkedIn profile for the supposed Banana Republic representative lent an air of legitimacy. The email contained links to the actual Banana Republic website, further disarming suspicion. But it was the Dropbox link that truly showcased the scammers’ cunning. Hidden among genuine Banana Republic marketing materials was an innocuous-looking executable file – the true payload of this elaborate ruse.

Intrigued but cautious, George decided to pull on this thread, engaging in a back-and-forth with the “representative.” As the conversation progressed, red flags began to appear. The contact’s name changed multiple times, from Sarah Gomez to Sarah Lopez, and finally to Ella Brown. The LinkedIn profile URL didn’t match the supposed sender’s name. These inconsistencies piqued George’s suspicions, prompting him to dig deeper.

Seeking expert insight, George reached out to Joshua Peskay, a cybersecurity specialist. Joshua’s analysis revealed the true nature of the threat: the executable file was malware, likely a sophisticated keylogger designed to steal sensitive information and transmit it to the attackers via Telegram.

The implications were chilling. Had George or someone on his team fallen for the scam and run the file, the consequences could have been dire. From ransomware attacks to data exfiltration and extortion, the potential damage to the agency and its clients was immense.

As Joshua explained, this scam represented a new breed of cyber threat, one supercharged by advancements in AI and language models. Gone are the days when broken English or obvious grammatical errors would give away a scammer. Today’s cybercriminals can craft persuasive, contextually appropriate messages in any language, making their lures harder to spot.

The incident served as a wake-up call, highlighting the importance of robust cybersecurity practices:

1. Scrutinize unsolicited offers, especially those that seem too good to be true.
2. Verify email domains and LinkedIn profiles for inconsistencies.
3. Be extremely cautious when downloading files, particularly executables.
4. Implement strong endpoint detection and response (EDR) software.
5. Use least-privilege access principles for daily computer use.
6. Conduct regular tabletop exercises to prepare for potential incidents.

Whole Whale Releases 2024 Nonprofit Advertising Study (news)

Nonprofit Ad Spend Trends and Disaster Relief Efforts: Key Insights from This Week's Nonprofit News

In this week's episode of the Nonprofit News Feed, George Weiner, Chief Whaler of Whole Whale, and Nick Azulay, Digital Strategist, delve into Whole Whale's newly released 2024 nonprofit advertising study. This original research, in partnership with Cause IQ, analyzes advertising trends among 7,000 nonprofit organizations, comparing data from 2022-2023 with pre-pandemic data from 2018-2019. Key findings indicate a 12% increase in nonprofit ad investments, with an additional $21.3 million spent on advertising, and a 13% rise in average ad spend per organization from $26,000 to $29,000. Despite this increase, nonprofits have managed to reduce fundraising expenses by 5%, indicating a shift towards advertising as a larger portion of the fundraising budget.

George and Nick emphasize the importance of strategic ad spending, especially for smaller nonprofits with tighter budgets. They encourage nonprofits to explore boosting social media posts and applying for the Google Ad Grant to enhance their reach. The full report and database are available for free on Whole Whale's website, offering valuable insights and benchmarks across various nonprofit sectors.

The episode also highlights the critical role of local nonprofits in disaster relief, particularly in the aftermath of Hurricane Helene, which severely impacted the Florida Panhandle, Georgia, and North Carolina. Organizations like Beloved Asheville have pivoted their operations to focus on disaster recovery, demonstrating the agility and responsiveness of nonprofits in times of crisis. With Hurricane Milton approaching, George stresses the need for proactive fundraising and messaging to maximize support.

Additionally, the podcast discusses a survey revealing that nonprofit workers continue to feel exhausted and overwhelmed, citing staffing shortages and budget constraints as ongoing challenges. George notes that these issues have been persistent in the sector and cautions against relying solely on AI as a solution.

Another significant topic is the "Silver Tsunami," referring to the aging U.S. population and the increasing demand for services catering to older adults. George urges nonprofits to incorporate strategies for supporting the 65+ demographic into their long-term plans, highlighting opportunities in healthcare, digital literacy, and community engagement.

Finally, the episode concludes with a heartwarming story about a nonprofit providing service dogs to veterans at no cost, showcasing the profound impact of such initiatives on individuals' lives.

Secret To Reducing Risk & Maximizing Value Via This *1* Glaring Loophole!

In this episode, George Weiner, Chief Whaler of Whole Whale, and Nick Azulay, Senior Digital Strategist at Whole Whale, delve into the intricate transition of OpenAI from a nonprofit to a for-profit entity, exploring the broader implications for the nonprofit sector. They discuss the benefits and challenges of leveraging a nonprofit model to attract diverse funding sources and investor interest, as exemplified by OpenAI's journey, which led to a staggering valuation of $150 billion.

Key Insights:

• Nonprofit Model Advantages: The hosts outline how the nonprofit model can be strategically used to secure tax benefits, attract donor-advised funds (DAFs), and foster social impact credibility. This approach allows organizations to focus on research and development without immediate profit pressures.
• OpenAI's Transition: OpenAI's shift from a nonprofit to a for-profit entity highlights both opportunities and ethical considerations. The conversation touches on the complexities of establishing fair market valuations and the potential for strategic misuse of nonprofit status to benefit for-profit ventures.
• Lessons for Nonprofit Leaders: The episode underscores the importance of understanding the nonprofit model's potential loopholes and the ethical responsibilities of leaders in navigating these transitions. It also raises awareness of how these practices might divert funds from traditional nonprofits dedicated to empathy-first, people-to-people work.

Exciting Developments in the Nonprofit Sector:

• Guaranteed Income for Artists: The episode celebrates a new initiative in Minnesota that provides $500 monthly payments to artists, promoting creativity and security. This "Universal Purpose Income" model aims to support artists' contributions to society amid the challenges posed by generative AI.
• AI for Social Good: Robin Hood Foundation's AI Poverty Challenge is highlighted, showcasing innovative uses of AI to address social issues. Finalists include projects improving student literacy, housing justice, and education for incarcerated individuals, demonstrating AI's potential to drive meaningful change.

Reflection and Call to Action: The discussion encourages nonprofit professionals to critically assess the use of nonprofit models in the tech sector, advocating for ethical practices that prioritize genuine social impact over financial gain. As AI continues to reshape the landscape, nonprofits are urged to explore innovative applications that align with their missions while ensuring accountability and transparency.

For those inspired by these insights, consider how your organization might leverage technology ethically to enhance its mission. Engage with the evolving conversation on AI and nonprofits, and share your experiences with Whole Whale to contribute to the sector's growth and integrity.

We Let An AI Talk About Our GivingTuesday Predictions! 🤑

Digital Agency Whole Whale Announces Official 2024 GivingTuesday Predictions

Digital agency Whole Whale, the publishers of this podcast, have announced their annual GivingTuesday generosity predictions. Based on Whole Whale analysis that incorporates an adjusted linear regression, trends in Google Search terms around “Giving Tuesday,” and national giving trends, we predict that $3.5 Billion will be raised on Giving Tuesday 2024. This will be a 11% or ~$470 million increase over 2023’s record-breaking $3.1B.

This year is less predictable due to a number of factors that we see impacting this macro-giving.

Some of the negative indicators that we think could slow giving:

• National US election pulling attention and funds leading up to the day.

• Inflation concerns with rising rates cooling the economy.

• A hangover from reduced giving in 2023 continues to depress giving this year.

 

Some of the positive indicators that may help Giving Tuesday results:

• Low unemployment traditionally maps to increased giving.

• Consumer spending is increasing YoY.

What Happened in 2023?

“$3.12 Billion was raised on Giving Tuesday 2023, with a 10% decline in participation, sadly missing our expectations of $3.45B”

– George Weiner, Whole Whale

 

The GivingTuesday Data Commons estimated on Nov 30th that giving in the United States alone on November 28th (Giving Tuesday) totaled $3.1 billion, a modest increase of 0.6% from 2022. 

 

The GivingTuesday Data Commons has excellent resources on quarterly fundraising data from the nonprofit sector. Reports like the GivingTuesday GivingPulse report can be beneficial to nonprofits trying to analyze trends throughout the year.