 everybody. Thank you for joining our webinar today. We're going to be talking about discovering the three successful three steps system. I'm messing it up. Three step system approach used by the world's leading nonprofits. And I'm so glad I'm not the one speaking today because I'm tired. My name is Aretha Simons. I'm the webinar producer here at TechSoup. I'm so glad you are here. I'm just going to share with you a little bit of housekeeping before we get started. You know that this is being recorded and we're going to email it to you within four to eight hours. For those of you who would like to put a question in Q&A, feel free. But you can also put it in the chat room and we'll be getting to your questions as soon as possible. If you would like the closed caption, I'm going to turn that on in just a moment. But I'm excited that our partners to tap network is here and really they're going to just run the show and give you a lot of information. So I hope you write down notes and Joe, I'm going to turn it over to you. Welcome, Joe and Peggy. Thank you so much for being here. Great. Thank you. Hi. Welcome everyone. Good morning. Good afternoon. Peggy and I are super excited to be here. My name is Joe DiGiovanni. I'm the co-founder of Tap Network. We're TechSoup's exclusive partner for digital marketing and technology. So anytime you need those types of services, we work with TechSoup and their nonprofits. We serve around two to 300 nonprofits a year and we work a lot with Peggy on the strategy side, on the collective impact side of the fence. I'll let her introduce herself as well, but we've been also working together for almost 10 years to support nonprofits. Hi, I'm Peggy Geisler. I am the CEO and strategic lead consultant for PMG Consulting, Planning, Management and Growth Acceleration. I'm really excited to be here, work with nonprofits on ecosystem, collective impact models, strategic planning and all sorts of things, including leadership coaching. So really delighted to be here with Joe today to help you accelerate what you'll be doing to make social impact happen in your community. Great. Thanks, Peggy. Yeah, so today we're going to talk about the three pillars. We look at the three pillars, the stakeholders, the community and funders. And in terms of digital transformation and accelerating your impact and funding, these are the three key pillars. And what it really comes down to for all three is the systems that you're using from a strategic standpoint, the models, the theories, the processes. That's where Peggy comes in and then the technology to really get it done. So we'll go through these three pillars and we'll go through the models and we'll also look at the different technologies. Anyone from a one person nonprofit to enterprise level nonprofit, working with over 200 to 300 nonprofits a year, we've really gotten a great feel for what works and the quickest way to accelerate your digital transformation and success in the digital age. So I get to talk a little bit about what is your model of change? When your organization is going to address something in the community, you fit in one of these spheres or you may influence all of them. It's important to understand that it's sometimes really difficult when you think about society and the policy, what I call big key with laws, community, how your community is linked together and the little P as well as interpersonal, meaning across different organizations. Within their family units, there's demographic, regional areas, and then the individual, what influences him, her, whoever in regards to making decisions. And to really create social impact, sometimes you need to be able to move all of these spheres of influence forward or just operate in two or three of them. And that can become very difficult if you don't have a framing tool for that or you don't have technology to help provide a framing tool for that. Exactly, Peggy. And to build on that, you need a framing tool and we'll get into the framing tools, but you also need a marketing tool. We did a benchmark survey last year with TechSoup a nonprofit digital marketing benchmark report. Over 50% of nonprofits do not have a CRM, customer relationship management platform, constituent relationship management platform to really engage their donors, their volunteers, their stakeholders. That piece is missing. And 41% said they have no segmentation capability at all. So that's just throwing spaghetti against the wall. And whether you're trying to reach your dog sitter or your funders, you're going to need the segment. So we really saw a huge gap in this one technology piece. So we'll be going through some of that as well today and looking at the different ways you can kind of decrease that gap in your technology. If you look at the current state of nonprofit communications, it goes beyond just the CRM. A lot of nonprofits still using email for all their communications, whether it's stakeholders, constituents, funders, even internally with staff. And it's super inefficient. It's probably one of the most inefficient tools you can use. So we'll look at other tools to complement that. Trying to manage a collective impact process or a board meeting using whiteboards and sticky notes, that just doesn't work anymore in the digital age. And with Zoom, it's out of control. People are turning into cats. That's not good. It's just things are complicated. And getting all these different technologies to work together, that's our goal. And go through some of that today. Yeah, we want to make it simple. It's not as complicated as it looks. This is SpaceX command control. I think the only person who's managing it, I think they're using HubSpot. They're on the left-hand side. So we want to make this simple for everyone as well. And we'll look at the different technology and tools. Whether you're talking to your stakeholders, community, or your funders, we want to make it accessible, affordable, and easy for you and your team. So we'll start out with stakeholders. I'll have Peggy go into the collective impact approach to communicating with your stakeholders. And then we'll look at some really nice pieces of technology to pull all that together. Absolutely. So many of you may have heard of the five conditions are for collective impact model. And there is always a physical framework that helps you organize your stakeholders and your communities together to create social impact. Collective impact out of Stanford Innovations is one of them. Let's unpack that for a few minutes and talk about each of those components. And it'll become more relevant as Joe talks about the tools that can help you create collective impact digitally, as well as in the physical sense. So, Joe? Next slide. So what is collective impact? Here's collective impact 101. It's the main organizations or backbone organizations that doesn't have to just be one, who are what we call your anchor groups. They're the ones who actually lead the charge, need to communicate more robustly, but also need to deliver messaging out to a larger stakeholder group. They're the ones who should be deciding to some extent, and can also be organizationally, if you're statewide organization, you can also use collective impact, by the way. But it's the main stakeholders who are going to decide the messaging that goes out, when, how, and there's internal messaging with your organizations and then external front facing with your funders and your other stakeholders or partners in the community. And you then are creating a common agenda. What is it you're trying to change? Saw some people on here around reentry. There's probably the arts I saw. There could be food access. There's a number of social impact or could be the social determinants of health, all of them, right? But this allows you to organize your community in a way that you can manage it. Shared measurements. How do you know what you're doing as a community is making an impact? How do you align and benchmark? I was going to give you some tools that help you do that today, so that you know whether what you're doing is making a difference. Mutually reinforcing activities. How do you get everyone, herding cats is what I call it. How do you get everybody on the same page, if you're all working towards literacy, if you're all working towards the environment? How do you align those strategies, those goals, those processes together that actually you can reduce redundancy, increase your amounts of the funding that you have, and also bring people around the table in a way to fill gaps. And then continuous communication. That's where I think a lot of the digital comes in, because you have to communicate with each other to get all of this done. And then you have to front face with the community, so they know what's being done and how they can be a part of it. And the tools you're about to hear will help you do collective impact in a digital way. Great, thanks Peggy, exactly. And I just saw David mention, they're returning to in-person arts, engagements, and advocacy. And that's hopefully what we all can do. It's really about the experience and how do you compliment that through digital, so more people can meet up in person and then continue those conversations digitally or in any other channel that they're used to communicating in. And so with collective impact, you saw how not that it's complicated, but it is. And these are some huge major challenges and problems that people are trying to solve, nonprofits are trying to solve. And without having a system in place to do it and communicate, it makes it super difficult. So what we're seeing now with collective impact is a lot of government organizations, cities, states, counties, municipalities, and nonprofits are using some of the most affordable, efficient, emerging technologies to communicate. So we'll go over a couple of those. And then the tools to actually measure success along those lines as well. So we call collective impact 2.0, but it's really taking the theory, taking it out of the lab, taking it off the white board, and using the best tools to accelerate it. One of the tools that we use with most of our nonprofits is Slack. I'm sure a lot of you have heard of it. If you're using it now, just give a shout out in the chat. But just to get an idea of who's using Slack. But it's a wonderful tool. The research has been around on the return on investment from people, organizations that have shifted from using email to communicate to Slack. If you're getting something, a product to market, or event to market, or you're driving volunteers, the proof is out there that it's going to accelerate your communications. And it's a wonderful tool. I'll go back here real quick. But with Slack, you can set up communications amongst your team members on an individual level. You can communicate with two or three folks and have a channel for that. You can have channels for your different funders, your different donor groups. It could be community partners. But with Slack, you can have all these communications. They're all segmented. They're all organized. You can hop on a quick. And I think, Joe, there was a comment in the chat box. It's hard. So transition over to it. There's always a time. It's when you adopt it and you really start utilizing it becomes easier. And I think for nonprofits, you heard board comments earlier. Sometimes it's the change that's most difficult. But once people get used to it, they're wondering, why did I not do it before now? Yeah. Anytime you switch from using email or another program for years, it's difficult to switch. But we've seen it with many of our organizations. We just switched over a nonprofit that manages pretty much all the mental health workers in the state of Delaware. You have mental health workers, you have community health workers, staff, all these folks, they're using Slack. They said they got a 6x ROI in terms of time saved from using email. So yeah, it's nice. And there's a special, yes, there's a special nonprofit tier. And you can get that through TechSoup at a discount. We can discuss. I can reach out to you later, Matzo. I'm just reading the Slack here for donor groups. Donor groups, it's a little more difficult. We go into some other programs to target donor groups. Unless they're actual groups who are supporting you in terms of collaborating to drive a fundraiser, you might not want to reach out to them directly to donate. But we'll get back into that a little bit more as well. The other tool that we recommend, because we have, from sake of time here, I'll come back and address some of these questions, is AirTable. AirTable is similar to TechSoup, to Excel, but it's a relational database. So it's a collaborative work management software program. And it's a way to really manage your campaigns. You can manage your content. You can coordinate your campaigns. And it's a relational database. So if you have all different, let's say you're running a campaign for a fundraiser that's coming up in a few months, you would have all your social media posts, the content, the blogs, everything else as well. In this one database, and it's relational, you can assign it to different groups. People can review. It's just a really nice collaborative work management program that goes beyond Excel and can really help save time. So we'll have some links on AirTable for you as well. One example, the Delaware Prosperity Partnership. They're a huge nonprofit. They drive economic development for the state. So they work with hundreds of businesses. It's almost as if they're a news media channel on one end, and they're also driving philanthropy on the other. So to manage that amount of content, publishing, interviews, case studies, everything like that with multiple audiences, they use AirTable on the back end to schedule out and map out all their content so they can manage their strategy. And then the last piece is ClickUp. They were big advertisers actually on the Super Bowl. Again, these are million billion dollar companies that have kind of worked their way through the business world and now nonprofits are catching up. ClickUp is great for project management. This is for larger enterprise nonprofits, some smaller nonprofits too, but it's really for managing projects. If you have a big gala coming up and you have to assign different tasks and subtasks and look at the time associated with doing these different tasks or setting up dependencies. So once one thing gets done, then you can go on to the next. ClickUp is a great program or platform for that. They have a free program for nonprofits. Here's just an example internally of us using Slack here, but we have, like I mentioned, a hundred different nonprofits at least a year. Each one has their own marketing campaign or website development and we're managing all different folks to get these projects done and likewise collaborating in some instances working with the nonprofits to assign tasks. So this is a nice tool as well, which you can also get a super discount, believe free for nonprofits as well. So that's great for project management. Do we have any questions in terms of the stakeholders? Just in summary, ClickUp is great for project management, air table, wonderful for content management, planning your campaigns, and Slack is really going to help accelerate communications amongst all your stakeholders. And Joe, just really quickly for those who are watching, how well do they function with each other when you need to utilize them in concert with one another for some reason? So when you're thinking about using them for multiple things in your organization, do they work well together? Yeah, they all three work well together. There's, you know, we with a lot of nonprofits, we integrate them together. They also work with HubSpot. So you're not going to be, in many cases, you might start out using them in silos, but then you can connect some of these as well. And does air table also have part of that nonprofit discount? Are they part of your, is that? Yeah, air table, I think it's $10 a person for people using air table. So all these are free or are relatively inexpensive, around $10 per user. Yeah, and we, you specifically picked them for that reason, because we knew we'd have some really small nonprofits on here as well as large. And we wanted to remove that barrier, because capacity is often an issue with the smaller nonprofits. Yeah, exactly, exactly. Yeah, and then I'm just looking at the, there's a million questions I know. Air table, I'm pretty sure air table has a nonprofit discount. It's either, like I said, free or $10. I'll go back and double check. Some of these discounts are, you know, they come on for a little bit and they pull back. In terms of Google Sheets, like I said, air table is a relational database, so it's much easier to, you know, it has much more tagging opportunity to, you know, tag things by user, by project, by task, by content piece. So it's like Google Sheets on steroids, I would say. Right, and there's been a question about how it compares to Asana, but I'm not familiar with Asana to be honest with you, Joe. I'm not the tech person, so. Yeah, yeah. All right, so yeah, so that's stakeholders. Again, we'll send the deck out, and we, you know, we're open, we can speak to some of our tech experts on these platforms as well, and we can answer more questions. But these are great questions, and there's a lot of different tools out there. We were trying to find the ones that are most accessible, and that work across as many platforms as possible. The next piece we want to cover today is the community. Really looking at full funnel communication. So you're communicating with your stakeholders, whether using Slack, air table, Asana, you know, all these different platforms, really getting that piece together. But then when it comes to the community, looking at full funnel communications approach to the community, so we can actually drive behavior change. And, you know, looking at the benchmark study that we did, there's a lot of nonprofits that still aren't using a CRM or, you know, more modern tools to communicate that way. And that technology is there now. When you're using Netflix and it makes a recommendation or Amazon and it, you know, it's recommending movies, music, books, products, or even your watch. You know, this type of AI now is available. You know, businesses have been using it via Salesforce, now HubSpot. HubSpot now has been even more configured towards nonprofits, so it's a more affordable way to use that type of AI. That's smart marketing, technology, automation, personalization, to drive fundraising and behavior change. So these tools that you're seeing with the billion dollar organizations are to a degree available for nonprofits. And that's super exciting. They're affordable and they're accessible. So when we approach our work with a nonprofit, we, you know, a lot of them are still using awareness-based campaigns. And awareness-based campaigns are really becoming extinct. You know, that's a billboard or a banner ad, sending people to brochure-like websites and not having that AI behind it, that CRM behind it to really take it to the next level other than seeing, you know, a billboard or a banner ad. And that type of marketing is really, in terms of nonprofits, is going away, which is great. And we'll show you some of the ways that that is happening. So, you know, we basically say no to silos. Instead of doing all these different types of marketing to your community and silos, you know, taking an on-the-channel approach. That's looking at, you know, print, social media, out-of-home website videos, all these different pieces and not just communicating through them and, you know, in a multi-channel level, but on-the-channel so they're all connected. So we'll know someone saw an ad on social media. We know they went to the website, left the website and went to ESPN and we can target them that way. And learning about your users so you can really drive that messaging. You know, whether you're trying to drive fundraising or, you know, promote, you know, a social determinant of health issue where, you know, you can connect all these pieces. And that happens through a CRM. HubSpot and TechSoup have partnered this year to offer, believe us, a 70 or 40 to 70% discount on HubSpot. And it's just, it's a really great CRM. We've used it in the B2B space and now it's been updated. So it's more, it works, it works great with nonprofits. You can segment audiences and you can do repeat funding donations on it now. So it's a great CRM. And if you guys want to have a demo or read the blog about, you know, a use case, the link is here and we can have someone, you know, hop on the phone with you as well and run through a demo. Right. And Joe, just really quickly, I think what's important when you say to know your audience when we talked at the beginning, your audience has our three things in the nonprofit field. They're the community you're serving. They're the stakeholders you're working with. And then they're the funders that are supporting the work you do. And that information and how it's put out and the way it's put out across those networks is kind of tricky. And it doesn't have to be if you're using a system like this. Yeah, exactly. And, you know, it took a while, but now they've given a discount to nonprofits. You can get it through TechSoup and there's some nice use cases on how it works. I'm going to run through a few use cases in terms of, you know, looking at different models of change back into Peggy's field of expertise and then how does HubSpot or any CRM really help your nonprofit. So one more HubSpot slide just to give you a visual, but on the back end, you would have a profile to what everyone's saying here in chat. You know your audience, so you would know whether this was a funder or a partner or a community member if they opted in to provide that information. You'll know everything about them. You will know, and not everything, but the information that they do give you and then you'll know what content they've read, what social media they've clicked on, what blogs they've downloaded, how much they've donated, what specific interests they have. And all that would be in the CRM and then you can actually run campaigns and set up workflows on the right here for someone like that. So if you have a funder and, you know, you could have different A-B workflow algorithms set up with the type of information and communications that you're giving them to ultimately get them to donate or to get them to volunteer. All this can be done on the back end. So just to give you a visualization, sometimes it's, you know, it's talking in theory, but looking behind the scenes a little bit. So we're going to talk about three different models here. Full funnel model for communicating with the community, the health belief model, and the theoretical theory of change model. I know it sounds a little complicated, but you know, any time that you're working with your audience, you're going to need to choose a model that's the most appropriate. So we're fundraising. We look at the full funnel model that's top funnel, which is mostly awareness. That's, awareness is driven by advertising, social media, display ads, outdoor, you know. And if you just did top of the funnel, like most nonprofits have done in the past, you're never really going to get the impact that you need. So you need to educate audiences and engage them and ultimately grab, you know, gain their commitment. So in terms of lead capture, let's say someone comes from an ad, a social media post, they come to the website, you want, you're going to have blogs, they're going to download information, you're going to capture information about them. HubSpot or another CRM is a great tool to capture that information. And then you want to nurture these leads so they ultimately donate. And that's on the back end when you set up those workflows I was referencing or remarketing. They come to the website, you know, they're interested in your cause, then they pop off and go to ESPN or CNN or wherever they may go. And those ads follow them. So, and it's progressive. You're progressively profiling. You're personalizing the message and it's automated. It happens in your sleep. So you can accelerate the, you know, the donation efforts that you have, and ultimately activation. You know, how do you then delight these audiences, give them the capability to start crowdfunding or do peer-to-peer fundraising on Facebook. So looking at this in terms of a funnel coming up with the messaging, the channels, the tools, and then on the back end using a program such as HubSpot to pull this all together, create these workflows, and then put them out there. So this is just an example for fundraising. There's other examples as well. The next slide is stages of change theory. So like I said, anytime you're running a communications campaign, you really have to think through what proven model am I going to use. If it's volunteering, event registration, membership, a lot of folks, you know, will put this model into place. And you've seen this before. It's it's a, you know, pretty solid basic marketing model for pre-contemplation, contemplation, preparation, action or trial, and then sale and maintenance or enrollment. So how do you get that person to volunteer to register for an event to become a member? And then what types of communication channels are you going to use? Advertising, SEO, and the pre-contemplation mode, social media webinars. So you're starting to educate them in contemplation. They come to the website. You're engaging them. So again, similar to the full final model, looking at it a little differently, but then coming up with the communications to do this. We'll use air table sometimes as a tool to map all this out when we're collaborating, and then port it over the hub spot so it can actually happen and work. So, Joe, one thing to put in here so that people are thinking about this for a second. Usually without this type of technology and tracking on a CRM system, what happens is it's very hard for you when you go out and you put out a brochure or you put up a table or you do something for the donor to understand what the actual outcome was. I think what happens here and what Joe is talking about with these types of tools and technology, he and some of his campaigns you'll see later on, could track where individuals actually went, could go back to the donor and say, do you know we actually, through this process, took a person not from just awareness and education, but actual behavior change as evidence through technology. And this allows then you as a nonprofit, it's not negating that one on one, but what it is is actually giving you more of a robust way to educate your donors on how to take people through a process using technology and front-facing activities to really create and show and demonstrate the outcomes of the work that you're doing. And that's critical when it comes to fundraising. And it's also critical when it comes to getting your partners to buy in around being part of a larger model because giving them this ability to see the change is something that many of your partners may or may not have. So it makes you a leader in the market. Exactly. Yeah, it's super important. I mean, everything that you're doing is documented and measured. So you can always be optimizing them on the way and getting the Peggy's point is fundraisers want to know. I mean, this gets back to impact investing, which we'll go over as well. So we can show where their dollars are going and what's making the biggest impact in the community, whether it's fundraisers or you're trying to solve the opioid crisis in your hometown. And there was a question by Brent on there about donor cultivation. There are a lot of systems that are specifically just for donor engagement. That's great if all you do is work with donors. But if you're looking to think about, and I'm not saying that you take and get rid of your donor management, donor management systems are very important, but engagement in a way that they're part of the communication and the planning, we find that donors who want to be part of the planning process are more likely to give you more dollars when they're part of seeing what the challenges are, part of coming up with solutions and actually part of actually giving you more money to solve those solutions, but they may not have understood any other way. So those are two ways to think about that. Yeah. I mean, if we go back to the previous slide, if you're specifically thinking about donors, you can use the donor management system you have, but making sure that you have a process in place that really targets the donor journey. In some cases, we'll work with an organization that has donor perfect a little green light will sync HubSpot to it as well just to clean up some workflows. But HubSpot can also be used or another CRM to drive community engagement where you're not really asking for donations. In this case, you're trying to drive impact in the community. Here's an example. We've used the health belief model multiple times for campaigns on a state and even a national level. Addressing the social determinants of health. In this case, this is what we did for sexually transmitted infections. A whole campaign that was developed to do just that. So if you look at the health belief model, that's impacting individual perceptions, taking consideration modifying factors which you can do on the back end of a CRM so you understand more about your audience. And then the likelihood of action. The goal is to increase that likelihood of action for anyone when you are addressing a social determinants of health or using the health belief model. So all of this can be done using a really robust CRM like a HubSpot. On the front end, you're driving awareness. If you look at the bottom, that's the earned and paid media advertising. And then once you capture that information from someone, you can get them to take action. Now you have the automation and personalization built in. So again, when you're communicating with your community, what theory of change persuasion model, what model are you using and then once you've really identified that model, then look at the different tools. We're not saying HubSpot is for all of these, but we're just using it as an example. There are some great donor management platforms out there that are standalone for driving donations. But in the instance of behavior change and engaging with the community, HubSpot seems to be one of the better models out there. So one of the things to think about is, and I think that Joe's alluding to is, who are the stakeholders you're trying to get to for what purpose? What do you want them to do? And is the type of digital technology you have helping you do that? If you're doing the same old, same old, you're going to keep getting the same outcomes. And we, you know, society's changed. How people get information has changed. And your organization has a capacity a lot of times when we're nonprofits. I imagine many of you think you don't have enough people, enough time, enough money, enough whatever. Digital structures like these help you take whatever theory of change you have and put it in a relevant pace that gives you capacity and makes your need, meet your need out in the community. And you know, I think these are ways for us to think smarter and not work harder. And so, yeah. Great. Thanks, Peggy. Just I'm looking at some of the questions. Someone asked what an email drip campaign is. I'll kind of visualize that a bit here on the right. An email drip campaign is when you might have four different emails prewritten for someone. So if they, if you're trying to get them to come to your annual gala, you send them the first email and it's all about the speakers. And at the end, it says, please register and join our gala. If they don't register and join, then that then that automatically sends them to the second email. So you might put in there, okay, if they said, if they didn't respond three days later, let's send this next email out. This email is more about the content of the event. And then that'll go out. And if they finally register there, then another series of emails get automatically sent, you know, thanking them, asking them to bid on the auction prior. So depending on the way they interact with the messaging, whether it's on the website or an email, you send out a drip campaign basically to get them ultimately to register for that event or to do whatever call to action you have. It's not going to usually take one email, it's going to take a series. And based on the way they respond to each email, you have a pre-canned email to nurture them around their way. So that's just quick and dirty on that. So that was the second pillar, you know, communicating with the community, different tools, different theories, different models. But really at the heart of it is you're going to need some form of automation and personalization, which a CRM provides you, and then putting those tools together so you can do it all in one workflow. And we can go through 101 on how that could happen. But at the very least begin to think through these communication theories, look at the tools you currently are using, you know, whether you're communicating directly through Facebook and Instagram or email, which ones can you start to, you know, pull together. And ultimately with the right CRM, it all gets integrated and it becomes automated. And that's going to save a ton of time and really increase any conversion rates you're looking for when you're communicating with the community. This last piece is the third pillar. And that's funders, you know, and looking at data and dashboards, really around impact investing, you know, funders are going to want to know now, is there money going to the right, are you investing it properly? And what's their return on investment? And there's different tools to do that. You know, there's, you know, super cost effective tools that we're going to share. And some more tools like the United Way might use to results based accounting. And Peggy will give some detail on that as well. But just to make it, you know, keep the flow here. If you are using ClickUp, ClickUp, you know, it's a great way to project manage. So when you're project managing, you're also tracking time, you're tracking expenses. A lot of organizations will use ClickUp on the back end too, so they can see how profitable, per se, a campaign is. Or, you know, if a funder gave them money to execute a certain initiative, at least you can track costs and see where all your costs are. And then, you know, take a look at the funding that you got, associate with that and look at the ROI. But ClickUp can be used to track time, expenses, and funding. It's a nice way to use that. HubSpot is great for funder reporting, even more so. So like ClickUp, you can track time, expenses, and funding, but then you can also track your communications investment. So if you were given $10,000, $100,000 to promote awareness around the Heart Association of Oregon, per se, and you're going to spend that money, you're going to want to know, and you're going to want to share with your funders, what was the reach of that investment? What was the ROI? How many people, you know, are checking their blood pressure now or showed up for a CPR class? So you can actually look at the communication investment impact of what you're doing. And that's super powerful. So that takes ClickUp one step better because you're really digging into the details of how you're spending your money in terms of communications and what communication channels are working the best. If you're noticing that, you know, social media is just crushing it in terms of engagement, and it's an awareness campaign, you muckoo back to your funder and say, listen, we put $10,000 towards social media. The impact was two or three X. We're not seeing as much in, you know, in advertising, per se. So anyway, HubSpot, great for that. And then finally, getting even more deeper is, you know, it's clear impact. Peggy, go over this. This is one step further than what we've been talking about. So when you think about your internal mechanisms and how you're thinking as an organization, but for those who put together collaboratives who work across partner landscapes and have to come to consensus about what you're trying to turn the curve on in the landscape of social determinants, whether it's poverty, housing, transportation, education, you name it, you can create a scorecard within your community for relatively little cost and ease using a clear impact, the clear impact platform. And, you know, we can put you into contact or you can come through PMG to talk about that. But what that does is it allows you as a community to gain consensus around what indicators you're choosing, how to manage and monitor to them, how to use technology to link with some maybe consensus data, state data or local data that helps you keep a dashboard in the forefront of whatever community initiative you have going on. And what happens is if you blend your front facing dashboard and your front facing aligned benchmarks from a community perspective with your back office funders on the CRM and you combine those two to show funders, what does it really take to move the needle on one of these issues? What does it really take for us as community partners to be able to embrace and change this social determinant? How does that look from a granular level in a geographic region or even a state region, right? Whatever that might be, you're able to present to the community what they're coming around, what they're getting around, where they're putting their resources and you're able to make a really good argument why you need more resources to get it done, why you need better partners. So thinking about aligning these two things together in some way, your internal model with a front facing model that shows whatever collaboratives you may have going on and what benchmarks you're trying to drive change for, this is a really useful tool. And I think when we're, I think Joe's going to talk a little bit about a new offering from TechSoup a little bit, a little bit coming out to sort of tease out for you. There's ways to bring groups together, put a community dashboard together, and then behind the scenes also create dynamic funding strategies to get those community impact needs back. Okay, exactly. This is a nice tool. United Way uses clear impacts platform to measure the results based accountability of the nonprofits that they invest in. So they'll invest in a lot of different nonprofits on a statewide level. Those nonprofits need to report back on the impact that they're having in the community and they have to use this same platform to report back on. And then United Way looks at, they might, for one state, they might have 100 different nonprofits that they've invested in, but they're all using this one platform. And then you can really look at the data across different nonprofits that are trying to service a particular issue like food insecurity or the opioid efforts. So it's a nice tool. It's used by United Way and a lot of the folks that they invest in too. The next slide. We're almost there. Summary. Yeah, so there's just kind of want to reiterate here. I know it's a lot. We could do a webinar on each one of these, but I think it's nice to really look at this whole piece in one snapshot here. But yeah, from a stakeholder standpoint, the collective impact is the model of choice for a lot of larger organizations or even smaller organizations who are trying to make a community impact. And then technology that you really need to look at there when you're, you know, communicating with your stakeholders is a collaboration and project management tools. We discuss, click up air table, HubSpot, and I should, I need to add Slack in there as well. Slack is great internally too. And then from a community standpoint, that's, that's when you're, you're trying to change, you're trying to drive behavior change. And you want to look, take an omnichannel approach. How do you communicate across multiple channels? And technology that you really need to look at is, is personalization and automation. How do you bring that to the table when you're trying to drive change in your community? You know, today we went over HubSpot, which has a CRM and CMS to do that. And there's other tools as well. And then from funders, communicating with funders, that's, you know, the system or model is, you know, everyone's going towards his impact invested. And, you know, in that case, you're going to have to show a dashboard on your, on their return of investment, they're going to want scorecards, results based accountability on the impact in the community and on their investment. You can do that with ClickUp in terms of time and money spent. HubSpot is nice because then you can add accountability in terms of your communication efforts and then ClearImpact. Now that, that goes one step further. And that's really looking at, you know, the whole ecological impact in your community. So I hope that was helpful. But there's, there's a quick snapshot. And again, you can dig deep into all these, but just to get, to get everyone thinking in this manner, the holistic systems approach to combining theories of change, models of, you know, community management with technology that can help you get there a bit quicker. So Joe, there's a couple of things. There's been some questions, right? So some of the questions are kind of complex and really hard to, unless we know a little bit more about your organization. So we're going to give you our numbers and our info and we'll be glad to talk to you about what those needs might be. Somebody brought up the issue with Salesforce. You know, Salesforce was never meant to really be a platform for nonprofits and many of them have struggled to get it to meet the needs that they have because of what the work they're doing across partners and others. It's a little more complex to unpack, but I'm sure there's ways we can look at what you have and see what could be done from a technology standpoint. I mean, that Joe's team is absolutely on point for that. Autism Hearts Foundation had a question a little bit about how to monetize. Absolutely. I think there are some really great ways and some tools that were discussed today, maybe some we didn't, that could really support you in getting where you want to be with that. I think that's a specific question that we could take a deeper dive on and I'm sure please reach out to Joe because that's what they're here for. Yeah, that's in e-commerce. I mean, that's just there's a whole commerce component of HubSpot and these other CRM tools that you could really build in there. It's a storefront basically and you're selling products, but the same theories apply. Exactly. Here's the thing. Don't be embarrassed. I'm not a techie. This is why I work with Joe's team, but I know there are better ways to do community engaged processes, research, support, funding and partner engagement. And so you seek out people who really understand that to help you be more successful in what you do really well as a non-profit. If you're really good at what you do, then let others who are really good at what they're do accelerate your work, which is what we're here about today. Yeah. I think what Peggy brings up, just just two slides here. The last one is a really cool offering from TechSoup. It's called Quad. If you go just search Quad TechSoup, you'll find it. The link's up there, but TechSoup built a community that's specifically based on different verticals. It launched with food securities and it provides member-to-member communications, peer-to-peer communications, even further discounts on a lot of programs. So we've gone over funder communications, community communications, stakeholder communications. This is something really cool innovative. It's peer-to-peer communications with non-profits who are serving the same communities you are around the globe. So check that out. I think it's a really innovative program and way to drive change. And if you line that up with your communication strategy with the scorecard or a dashboard for your community around whatever social issue you're trying to change together, those are two really great ways to really show your funders, your outputs, relationship, and your outcomes that change that relationship is occurring. So just to thought about how to use those tools in a way, that would really give a picture on what's happening in your community space for social impact. Yeah, exactly. You have to combine them. I'm looking at just the last few questions here. It should be Quad, not Squad, but we'll put the link to Quad back in here. And finally, can you tell us more about TAP Network? Yeah, we're a marketing technology firm that specializes in what four non-profits were exclusive partner with TechSoup in that vein. We do everything from building websites to mobile applications, software development for non-profits on one side of the fence, on the other side, it's putting these campaigns together, whether it's fundraising campaigns, community communications, everything to do with digital marketing. We work with PMG because they're just phenomenal organization in terms of strategy and looking at collective impact approach, systems approach to driving collaboratives across all your different stakeholders. So together, we make a great team and with TechSoup, it's just even better. You get access to all these great discounted programs and content. So we all work together. So that was a mouthful. That's my TED Talk. But thanks, everybody. I know it was a lot, but we're here to help if you want to reach out to Peggy or ourselves for a consultation. If you want more discount links, we'll share those as well. So I hope that was helpful. And yeah, have a great rest of your day and just reach out if you need any more information.