When it comes to sustaining long-term success for nonprofits, planned giving is a critical component. Designating nonprofits in your will is one of the best things that you can leave behind, and Rob’s guest today, Patrick Schmitt, is making it easier than ever. Patrick, along with Jenny Xia Spradling, co-founded FreeWill, a company created to help you write your will and provide guidance on where you want your money to go after you die. It’s their goal to make estate planning warm, accessible, and completely free. 

FreeWill is an award-winning social venture founded by these two graduate students of Stanford University in 2016, with the help and support of many of the world’s leading experts in law, design, and philanthropy. It is an online platform that makes estate planning incredibly easy for individuals. When people plan their estate through FreeWill, they are six times more likely to leave money for charities and nonprofits. Through partnering with nonprofits, FreeWill can help make custom websites and avenues to donate. Through careful planning and an environment of giving, FreeWill has already helped donate almost $1 billion to nonprofits and charities.

Links to Resources:
See how you can make a difference after you go with FreeWill!

Connect with Patrick on LinkedIn!

If you have questions or want to be on the show, email Rob at: rob@ccofpc.org

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Mission creep can happen to the best of nonprofit organizations. In particular, when nonprofits are seeking funding, the risk of mission creep becomes higher. How do we as nonprofit leaders avoid mission creep, in particular when nonprofits work with government agencies. Author Liana Downey is my guest on this week’s Podcast and she will address this critical question. Liana is an internationally acclaimed strategic advisor dedicated to creating social change. As executive director of Liana Downey & Associates, Downey leads a high performing global team that helps visionary social leaders and organizations increase focus and change lives. In this episode she explains how nonprofits and government agencies can work together more effectively, without experiencing mission creep. Her book is “Mission Control”. Enjoy today’s show.

The Nonprofit Leadership Podcast is sponsored by Cinch and CCPC.

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Running the largest social services nonprofit organization in the largest city in the United States is incredibly rewarding, but it is no walk in the park.

David Rivel is the CEO of The Jewish Board, a nonprofit organization that provides mental health and social services to some of New York’s most at-risk residents. As government funding has changed the way that human services are paid, David has been presented with challenges to take The Jewish Board in new directions. Just 4 years ago, The Jewish Board absorbed about 9,000 clients at 22 locations, along with 800 new staff members from one of New York City’s largest social services organizations, following its collapse. This move would vault The Jewish Board into New York City’s top spot as the largest social services organization.

The Jewish Board of Family and Children’s Services, or The Jewish Board, aims to help people facing unique challenges in three main categories, those with mental health issues, people who have been neglected, and those born with severe intellectual and developmental disabilities. For all three populations, The Jewish Board provides both residential and community-based services. Most of their funding comes from government contracts at both the local and federal levels while raising about $16 million a year on their own. When David came in, he immediately began to work building up the amount of fundraising for the organization following the stock market crash of 2008. From that challenging time, he was able to bring The Jewish Board from a middle-tier nonprofit to New York City’s largest.

Enjoy today’s show.

Links to Resources:
Find out more about The Jewish Board and help make a difference today!
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If you have questions or want to come on the show, email Rob at: rob@ccofpc.org

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There is nothing scarier in this world than change, because what we are often most afraid of is the unknown. How do you summon the organizational courage to bring about change in light of this?

Today’s guest answers this question and explains why this $2 billion dollar nonprofit chose to dramatically change the most important program they had. Rob’s guest today is Ivan Gomez. Ivan is the Head of Marketing, Innovation, and Research at World Vision, a nonprofit organization that focuses on humanitarian aid, development, and advocacy. World Vision is active in nearly 100 countries with a total revenue of more than $2 billion. They recently decided to turn everything around in their successful child sponsorship program. Instead of sponsors choosing a child, the child now gets the opportunity to choose their sponsor. This emerged, in part, out of the desire World Vision had to further empower those in extreme poverty. Making a massive change like this comes with many challenges from a marketing standpoint and Ivan’s here to tell you how they are navigating those obstacles.

World Vision started out of the struggles of children and refugees that were impacted by the Korean War. Throughout the years, World Vision has been at the forefront of the largest crises around the world, from the Vietnam War to the AIDS crisis. Working alongside these shattered communities, they work to assist people in pulling themselves out of poverty. Their goal is to identify and address the sources of poverty within each community in order to stop these problems at the source.

Links to Resources:
Make a difference at: https://www.worldvision.org/
Keep up with World Vision on Instagram!

If you have questions or want to come on the show, email Rob at: rob@ccofpc.org

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Unfortunately, cancer is something that impacts each and every one of us, whether it be through your parents, siblings, friends, etc. 

Qualtrics is a company founded in the wake of a man discovering that he had cancer. What originally started in the basement of a home in Utah now is one of the most established tech companies today. Qualtrics is an experience management company that utilizes surveys and feedback software to close the experience gap in order to provide data-informed results. What’s really amazing about this company is that they have been able to make social impact a part of their DNA, specifically in the area of cancer research. When it comes to making an impact on the world, it is necessary to dream big dreams.

Rob’s guest today is Lori Morency Kun, the Head of Social Impact at Qualtrics. In her position, Lori has devoted her career to cancer research. People in today’s world want to have a positive impact on the world just as much as they want to make money. Laurie thinks it is important for people to be involved, especially as employees. That’s why at Qualtrics it is important to make sure that everyone has their opportunity to make a difference in what they are passionate about. Through this goal, they are able to measure and ultimately improve employee experience in order to make a positive cultural impact while also improving revenue. Many believe that cancer is the disease of our generation, and Qualtrics wants to make sure that we are the generation that finally cures it.

Links to Resources:
5 For The Fight

If you want to find out more about Qualtrics, go to https://www.qualtrics.com

Keep up with Lori on Twitter!

If you have questions or want to come on the show, email Rob at: rob@ccofpc.org

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