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049 – Get ready for Giving Tuesday, with Kelly Garcia

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In today’s episode, we’re happy to have Kelly Garcia!

She is the program manager & marketing director for NPO Centric, a national non-profit incubator. She helps non-profits get off the ground, go, and then grow through education and tools that facilitate capacity building and self-development.

We brought her on the show to talk about this upcoming Giving Tuesday, how to prepare for it, create an amazing campaign, and use it as your end-of-year giving program.

This year, Giving Tuesday falls on November 29th. If you run a non-profit, there are things you need to prepare for this day and make the most of it.


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Episode Transcription

David Pisarek: Giving Tuesday, it’s coming up in a few weeks. Do you know what you need to do?

Welcome to the Non-profit Digital Success Podcast. I’m your host, David, and in this episode, we’re going to be talking all things about Giving Tuesday with Kelly Garcia.

Allow me to introduce her. She’s a program manager, and marketing director for NPO Centric, which is a national non-profit incubator. She helps non-profits get off the ground, go, and then grow through education and tools that facilitate capacity building and self-development.

Before entering the non-profit world, Kelly was a top earner in a network marketing company where she built a high-performing team and trained hundreds of other network marketers on how to build their own thriving organizations, so she knows what she’s talking about! And as a side note, she’s an avid personality-type analyst and uses Myers-Briggs enneagram, astrology, and human design in many aspects of her life. The last time I took the Myers-Briggs test, I was an INTJ. Kelly, what’s your personality type?

Kelly Garcia: I’m right there with you, except I am an ENTJ. We’re the same side of a different coin.

David Pisarek: Yeah, exactly. A little bit of insight as to who we are as people and our psychological profile in terms of what we do. So Kelly, thank you so much for being on the show with us today. How’s life? How’s everything going?

Kelly Garcia: David, thank you so much for having me on. Life is well. It’s wonderful, actually. We are busy, and we just wrapped up a big event that we have annually where we do a Shark Tank-style pitch competition for local non-profits. We teach them how to pitch, and then they give a three-minute pitch in a big 300-seat auditorium to judges and walk away with 20, 15, or $10,000.

David Pisarek: Amazing!

Kelly Garcia: Yeah, it takes over our lives for a little while, but we’re ready to move on to the end of the year, so that really kicks off here with our subject today, Giving Tuesday.

David Pisarek: A hundred percent. There’s Giving Tuesday and then a few weeks later, or I guess right afterward, people should be thinking about promotions for the end of the year, getting your tax receipts, and those kinds of other donations that come in afterward.

So let’s chat about Giving Tuesday, that’s the point of the episode today. Why should non-profits care about Giving Tuesday and participating?

Kelly Garcia: Well, Giving Tuesday is actually the single largest online-donation day for non-profits in the US. In that one day, your non-profit is likely to receive the most online donations it will in any single given day because there is such a national push by the Giving Tuesday organization that created this as the counterpoint to Black Friday and Cyber Monday, which is where it stems from. And if you’re not taking advantage of that, you’re really missing out because there’s another organization that’s probably getting dollars somebody would rather give to you if you’re not participating.

David Pisarek: A little bit further on what you were talking about in terms of like Black Friday, you’ve got the holidays coming up. People sometimes feel really guilty about spending that kind of money that they do, and there’s an increase… I mean, maybe this year is a little bit different with the big R word (the recession) and things like that, that are potentially, or are in the works, or are happening, and it’s affecting people, food prices, gas prices, all that type of stuff. But people want to give back. They want to feel good around the holidays.

If you can leverage some kind of emotional connection with people and be like, “Hey, you need to donate to cause X”, “Maybe, spend a hundred dollars less on the gifts that you’re buying for your family”, “Instead of $1000, spend $900”, “Send, send some money this way and create some positive impact.”

Kelly Garcia: Yeah, “You could probably get away with the 75-inch TV instead of the 85-inch TV that’s on sale on Black Friday” and “Take that money and put it into a good cause”, “but only if you know that good cause is ready to take your money.”

David Pisarek: Right. You know, we talk about Giving Tuesday, there are hashtags, there are social media campaigns, and there are email campaigns. I would hate to ask people to do a traditional snail mail, “put something in the post, and send it off” because that kind of defeats the purpose a little bit, because you’re spending money to make that happen. What is the first step that people should take in order to prepare for Giving Tuesday?

Kelly Garcia: Well, the first step is actually something that if you aren’t already signed up and ready, you need to go do it like three days ago. That is, to register your organization for charitable giving status on your social media platforms. That starts with Facebook or Meta because that will carry over to your Instagram account. You do it in one place for both, and that’s on Facebook and their website.

They say it takes about 21 days to get a decision for them to review your documents, but we are hearing that it actually takes a little closer to 30 days, and Giving Tuesday is the 29th of November. So just keep in mind, if you haven’t done that yet, you really need to go and do that, and it is not a difficult process. There are some documents that you need to have, and I actually have an infographic that we will make sure is on your notes page.

Everyone can have it, and that walks you through everything you need step-by-step. It’s very easy, but you do need to get it done so that you can put that donate now button on your posts and in your content, because one thing we have determined is that the minute somebody decides they would like to make a donation to your organization, the more steps between the internal decision and putting their credit card number somewhere, the less likely they’re going to do it.

If they can hit “Donate now”, and the next screen is literally “Here’s where my credit card goes”, you are going to capture more people, but if they read a very compelling post or see a video, and they’re like, “Oh, I just want to give my $25 to this person”, and then they have to exit the social media platform, go find your website, find the button on your website to make a donation, all of those steps are going to decrease the possibility that they will follow through at the moment because they may, “I’ll get to that later”, or “I can’t do it on my phone, I’ll do it when I get to the computer” and that’s where you lose people.

David Pisarek: Yeah. And I think that’s a really key point. You want to make it as simple for people to make a donation. Let’s say, you don’t end up getting the status early enough, you can still do call-to-actions and if you have them “jump to a page” on your site, don’t send them to your homepage, send them the actual donation page, but that donation page needs to be simple.

What is the minimal amount of information you need for somebody to be able to process that transaction? Name, credit card, and maybe a zip code, postal code, obviously CVV, and the amount that they want to donate, but don’t ask them for the address. You’ll need an email address as well, but make it as minimal as possible. Don’t ask them why are they donating to you. Don’t ask them where they found out about you, don’t ask them for all their spouse’s information or their children’s information or what type of blood they have or anything like that.

Kelly Garcia: They don’t need to set up an account to give you money. Please. I’ve run into that so many times when people are trying to capture so much information and it just… It’s not ideal.

David Pisarek: Right. Get that information at a later date, you want to make it as simple as possible. You can integrate Apple Pay or Google Wallet or something like that, or PayPal just to make it like “they sign in, done, it’s paid” and they don’t have to enter their credit card, just as simple as possible, I think is really the key on that as well.

Something else that I want to mention, people should be looking at making sure that they’re tracking stuff. If you’re on the Facebook platform or Meta, and you’re asking for donations there, there are some analytics you can get from there. If you’re pushing people through to your website, make sure you’ve got something like Google Analytics installed on your site so that you can track things. You can potentially use Facebook Pixel as well to track back and forth out of the site.

Kelly Garcia: Absolutely. I think that it’s really important to know if people are clicking through to your site and not following through, where are they? What step of the process are they leaving off at so that you can make adjustments and in the future avoid those issues? It’s really great to use that analytical information so that you’re informing yourself. I agree with that a hundred percent.

David Pisarek: Absolutely. So is Giving Tuesday only a social media event?

Kelly Garcia: It is primarily a social media event, and I think that the majority of your non-profit organizations are going to embrace utilizing solely social media for that.

If you have a huge, big organization that has a marketing budget, feel free to send some piece of direct mail. I wouldn’t necessarily send something very elaborate, but you can send something, you just need to make sure it’s going to be in their mailbox before Thanksgiving because that time people aren’t checking the mail. I mean, I’m not going to the mailbox on Saturday between Black Friday and Cyber Monday, I’m busy, I have things to do, family around, you know. You want to get that information into people’s hands beforehand if that’s what you choose to do.

Giving Tuesday is really designed to leverage the power of social media and use that to your advantage. And if you’re doing social media well, you’re probably doing it at a very low cost, your overhead on your social media should not be high if you’re doing it well. If you’re just starting out, maybe you’re spending a little money on Facebook ads, but you don’t need to spend a lot, you just need to really be strategic with how you’re utilizing social media so that you can make sure you’re getting that information in the hearts and minds of the right people.

David Pisarek: Yeah. And something else to think about with this is, people need to know who you are. So you’ve got your non-profit, you have the people that are using your programs or your services, or are coming on-site for whatever you’re doing, or if you give out meals, or if you deliver food hampers to people, you’ve got your core, right?

You have your core and people that know who you are. You need to communicate with them NOW. Don’t wait for the day before Giving Tuesday to say, “Hey, tomorrow’s giving Tuesday, donate”.

Don’t wait for Giving Tuesday to do anything. You need to build up some momentum, you need to get it in the back of people’s minds, “Hey, this is coming up”. You need to share this email with your friend, your colleagues, with your family, and let people know this is a cause you care about and help to drive some attention to what your non-profit’s doing.

Kelly Garcia: Yeah. In our Giving Tuesday plan that we’ve set up for our clients and for pretty much anybody who wants to take advantage of it, we talk about a three-week campaign where you’re getting information out for three solid weeks before the actual day.

What you’re doing is creating that sense of buildup, you’re not putting the content out with an ask for those three weeks, you’re putting the content out really just to make people aware of the services that you’re providing, the good that you are doing. And one of the things we’re really trying to help our non-profits understand is that while it is important to show people what good their donations are doing, there’s a lot of power in framing that as “Here is what your donation is doing right now”, and then when you’re telling the story to frame it as the benefits that these people are receiving, is “because of you”.

It’s like you said earlier, people have some guilt, they want to feel good about themselves. And I’m not saying we should capitalize on their guilt, but I am saying we need to leverage human emotion to help us do the work we’re trying to do.

There’s nothing wrong with wording things in a way that helps people to see “It’s not the good we are doing, we’re doing the good because you help us, and we wouldn’t be able to do that without those donations”.

The more that you make that clear, the better outcome you’re going to have on Giving Tuesday when you do make your ask, because you’ve been putting that information into the hearts and minds of the viewers of your network, and they’re going to be more willing to part with their money.

David Pisarek: You have an e-book withe we’re talking about a few things here, so on the show notes page I’m going to have a link to it. But I have an e-book that I put together that talks about the three words that you should include in your messaging to increase your donations by 20%, and you touched on one of them there, it’s talking about you.

You want to talk to the people directly, don’t talk about the organization and the great work the organization is doing. You want to talk about, and talk directly to, the donor and the impact that they are having. That’s going to help create that bond and that connection.

Kelly Garcia: Yeah, absolutely. It’s so much more powerful than “We give out food baskets”. It’s so much more powerful when you say “You help us provide these food baskets”, “Because of you”. That just changes people’s perspective so much.

David Pisarek: Yeah. And you know, you could even take it one step further and say, “You are helping to feed the hungry.”

Kelly Garcia: Yeah, exactly.

David Pisarek: Connect them directly to the output that your organization is doing. It’s like, “Oh, I’m doing that”. Right,”Okay, I’m going to give an extra $10″ or a hundred dollars or $20,000 or whatever.

Giving Tuesday is an important event. Focus on social, push some emails out, get out there early ahead of it, send out messages, and make people aware of the impact you’re having, not that Giving Tuesday necessarily “is coming” as it gets closer to the date. Maybe you filter some of that messaging in there.

What are maybe the top two or three most important things that a non-profit needs to do to have a successful Giving Tuesday?

Kelly Garcia: You need to have a cohesive messaging plan, and you need to think it through in advance.

You absolutely have to plan your content when you’re talking about what you’re doing on social media, you cannot be all over the place.

If your content does not have a cohesive theme, you’re going to lose people because what you’re doing with that social media content when you’re putting out information, especially when it’s not attached to and ask, is you’re establishing trust between you and your donors. They’re beginning to understand that when they give, that money is well-used.

You have to have a cohesive plan, and you need to make sure you’re constantly establishing trust with your donors so that they feel good about giving their money to you. I have run into quite a few people recently when they learned that I had transitioned to working in the non-profit space, who were so skeptical of giving to non-profits, especially large national non-profits.

I think there’s this push against capitalism in our society right now, especially in the younger millennial and Gen Z generations. They’re like, “Why am I going to give to”, I won’t name-drop, but you know, “a large national pink ribbon donation organization, when they pay their CEO 6 million”, and it’s like, “Well, you know, that’s just a portion of what they make”, and I can rationalize that, but not everyone can. So you really need to establish that trust with your donors so that they know you’re putting your money to good use.

Having a good plan, and establishing trust with your donors, I think those two things are essential. And the third thing is to leverage your existing network.

You don’t just need to be the only person sharing your content, your board should be sharing your content, your volunteers should be sharing your content, and they all should be consistent in their messaging.

Everybody should understand these are the stories we’re really working with. These clients, these programs, these are the things we really want to put out and this is the information that we’re trying to share. You need to get everybody on the same page, and they can share with their own voice, but they still need to be on the same page.

That goes back to establishing trust. If people hear the same sort of story, but the details are really different, they’re going to start to be a little more skeptical and people are just skeptical by nature, you want to give them fewer reasons to be skeptical, not more.

So get everyone on the same page, have a very consistent message, and work with the mindset of establishing trust. Always, always.

David Pisarek: There’s a little bit of a pro-tip, sneaky tip. Don’t tell anybody that I’m saying this. You could even put together a little bit of a resource kit for the people that are in your programs to help share with the volunteers, the staff, and the board. Create three or four social messages, and maybe you have some blanks in there, and you can share that with them and say, “Hey, take five minutes and post this on your LinkedIn” for the board of directors, or “post this on your social” – whatever channel it happens to be.

I would bet that depending on your relationship with the board and your level in the organization, if you called the members of the board or sent them a message directly and said, “Hey, we need your support with this.”, I don’t know why they wouldn’t. They’re there on the board, and they’re there to help your organization succeed, to spend 30 seconds, 40 seconds, five minutes… How long does it take to copy, paste, add in a couple of words, and post, it’s quick.

Kelly Garcia: Yeah. And it doesn’t even take you very long to set that up to make yourself a nice little Google Drive folder that has the assets that they need. If you’re using video – which, please, I hope you are on your social media. Please tell me you’re using video and not just pictures with words because that’s where the future of social media lies. Put those digital assets together where they can easily download them right to their iPhone and post it on Instagram, post on Facebook, and take the work part out of it and make it really simple. That’s a great tip.

David Pisarek: Cool. So we’re talking about the messaging, you talked about consistency, but how can non-profits ensure that their messaging is consistent?

Kelly Garcia: I think that it’s really important to focus on your story and when you have either peer-to-peer campaigns where you’re using people that are maybe regular donors, and they’re helping you to get the word out. It goes back to exactly what we just talked about with the board: giving them the information so that they can utilize it and be always sharing.

One thing that I find I run into a lot with non-profits that don’t necessarily have a social media manager (they’re just sort of figuring it out on their own, which is the majority of my clients), is that they won’t share the same story more than once.

And I’m like, “You need to understand that you can put that story out on your social media like 75 times in the course of three months. You don’t need to find new stories all the time”. Use those powerful ones that really touch people and share them over and over again.

You have to remember that a very small percentage of people see every single one of your posts, so the more you share that information, the better.

Don’t hesitate to reshare something you’ve used before, because that actually helps, even if somebody did already see it before. It’s usually on the third or fourth interaction with the same piece of information that someone will choose to take action. It’s why Radiothons that last for three days work, and people donate on the third day. They listened all three days, they didn’t just get tired of hearing about it, you just finally broke through.

There’s power in being repetitive, and you actually help your message stay consistent because when you’re repetitive and then people who interact with your content on a regular basis run into somebody at the grocery store, they are going to share your message almost “to the T” because they heard it seven times. And there’s nothing wrong with that, you just can’t let that stop you. I run into so many people that are, well, I already told people about how Sarah improved once she got to use our services. It’s a fantastic story. So tell your story again, it’s okay.

David Pisarek: Exactly. Think about TV commercials, broadcast television has changed a lot in the last two years, three years, let alone in the last 10 years but think back to maybe your childhood. You were watching some TV or when you were a teenager, those jingles from some of the commercials. There’s a reason that they put the same commercials every commercial break for the first while that they have it, and then they kind of slow it down later on, but they’re not producing a new commercial every single time. There might be two or three iterations, but they keep using it over and over and over, they don’t make 500 commercials and then spread them out.

I think in terms of being consistent, that’s an excellent point. And I think in terms of being persistent that’s kind of the right word that we’re talking about here, is making sure that you’re out there, and you’re putting your message out there, and it’s the same message, and you can use it over and over and over, and leverage it.

And look, if you’ve got some really great story about how Giving Tuesday last year helped your organization impact “this”, “this”, and “this’, use that this year.

Be like, “Look, we raised $50,000 last year on Giving Tuesday”, “We were able to help fight homelessness and bring”, I don’t know, maybe “300 people off the streets for two months with that money”. “This year we want to help 50” or “We want to help a hundred make that happen”. You can talk and use those stories. Might be a little bit hard for some organizations to think about stories, but think about where your donor funds are going and how they’re helping and what they’re doing. There have to be someone somewhere that has a story about where the funding helped.

Kelly Garcia: Right. And share that. Get the message out.

David Pisarek: Yeah.

Okay, so we’ve got great messaging, the cadence that we should be sending the content out. We’re talking about how to be consistent with the messaging and create some storytelling, which generates interest and emotional connection, which we know scientifically has proven that you’ll be able to interact with more people and get more donations and things because of that.

Giving Tuesday is done, you’ve collected, you go, “Yay, we raised this much money, and here’s what it’s going to do and how we’re going to help”. What’s the next step? How can you transition from Giving Tuesday into end-of-year giving?

Kelly Garcia: Well, I think of Giving Tuesday as the catalyst for your end-of-year giving program, and I think that you can utilize a lot of the same techniques that we’re talking about, which is having a structured plan that’s going to take you through the end of the year and having a consistent messaging.

What you really want to do is very similar to what you were talking about when it comes to comparing last year’s Giving Tuesday. If you have a very strong idea, and you should, on how the funds that you did take in on that day are going to be used, It’s a great way to jump off. You can say, “We earned enough to do X, but we know that we need to serve this many more people. We need to get to Z and this is what we need to do to get there”.

There’s a great deal of value in telling people, “We got this far in this marathon, and we have this much further to go, and we need your help to get there” because people feel good when they feel like they’re a part of something.

But first and foremost, you do need to wrap up your Giving Tuesday with gratitude.

You need to make sure that people are able to experience that good feeling that they’re hoping to get out of what they gave, so don’t turn around and send every person on your Giving Tuesday donation list, another letter or email asking them to make a second donation.

Please send them a “Thank you” that has no ask, because you don’t want to do thanks with an ask.

It comes off as disingenuous, and it lacks that real feeling of gratitude. Really thank people and put a lot of effort and time into thanking people on your social media channels because this is a social media event.

Make sure you are really highlighting, especially if you get some bigger donations. Make sure you’re reaching out to those people personally. Build those relationships and make sure the gratitude comes through above all else.

Then take all the things that you’ve just learned about keeping your messaging consistent, and roll that over to your end-of-the-year plan. Share where you got in your fundraising goal and how much further you have to go, and keep people updated on that.

I feel when people can see that little thermometer money climbing up, they are more inclined to, even if they’ve already given, give again and keep utilizing your social media as you roll into the end-of-the-year. I think most of our non-profits are going to start doing a lot heavier email and direct mail reaching out because that’s more traditional, and the end of the year is definitely a more traditional giving period.

You want to make sure that when people start to realize that they need to get those tax receipts, you are hitting all of those points with the people that are going to be making those larger year-end donations. It’s just so important to keep that consistent theme around your messaging as you roll into the end of the year.

David Pisarek: Yeah. Two things I want to touch on there. You talked about gratitude. Absolutely, you need to make sure that you’re saying thank you, and I would challenge everybody listening to this, I challenge you to the bigger donations that you get, make a quick 5, 10, or 12-second video and email that to the people that made those bigger donations and see how far that will get you down the road. It’ll open a door. It should ideally open a door for some conversations.

And one of those questions you should ask is, “Why did you give this?”, “What is it that drove you to donate this?” And you’re going to learn more about your audience, you’re going to learn more about your donor base, but why people care about what you do as an organization. Then you can refine your messaging, you could find stories that tie closer to those things that really resonate with the bigger donors, and ideally, leverage that to get more donations or increased donations over time.

Kelly Garcia: I was going to say, in addition to sending them a video (which I’m big on video, I think that that’s brilliant), one of the things that a lot of our non-profits could do better is once you’ve got somebody who has given larger donations or even a larger donation, you can really impact them, if it’s possible within the framework of what you do, to invite them in to see their dollars at work.

I mean, it’s fine and good to have nice dinners and bring people in and show a slideshow or play a video of “your dollars at work”. There’s a tangible thing that’s missing from that, that if you can bring somebody in or if you can call up a large donor and say, “Hey, we’re doing a huge food basket distribution on Saturday at this location, and I’m sure you’re busy, but I would love it if you could just stop by and see what we’re doing with your dollars”, and the people who will come to those types of things, are the people who turn into repeat long-term partnerships because they feel included.

It goes right back to what we said at the beginning about “People don’t want to feel guilty, they want to feel good” and you can help them with that, by showing them and giving. You’re not asking them to come to pass the baskets out, “Just come take a look at what we’re doing” so they can see firsthand the impact that their money is making.

David Pisarek: And if you don’t have the guts to invite them, or if they can’t make it, take a couple of pictures, and shoot a quick two, or three-second video of it, “Hey, this is what’s going on”. Grab your phone like everybody (almost everybody’s got a smartphone), grab it and shoot yourself a selfie, “Hey, look at what’s happening behind us. We’re packing up 300 food baskets, and we’re going to be sending this out”. “Thank you so much, Kelly, for your donation”, “Giving Tuesday, this is how we’re helping.” And how long was that? That was, what, four seconds? Five seconds?

Kelly Garcia: Yeah, maybe 10, but still it’s great.

David Pisarek: Send it out and if you want to personalize it to the person, cool. If you want to make a little bit more of a generic one, you can send it out to a number of people as well. “Thank you” should absolutely be at the top of everybody’s list.

The second thing that I wanted to just touch on briefly is there is a possibility that you will exceed whatever your goal is for Giving Tuesday. If you’re asking people, or you’re thanking them, and then you go into end-of-year donor tax receipt kind of giving-type stuff and if you’ve exceeded your goal, you can create stretch goals, and you can say, “Okay, for this much more, we’ll be able to create this impact”, “We’ll be able to buy another 10 beds in this clinic”, “We’ll be able to help feed this many more families”, “We’ll be able to create programs that’ll help troubled youth in certain areas”.

If you’re able to create those types of additional impact stories and ways that people can help… Yeah, okay, you’ve raised a hundred thousand or $50,000 or $20,000 or $5,000, whatever your goal was for Giving Tuesday, what is the stretch goal for the end of the year?

If you’ve exceeded it, or if you had a goal of $50,000, and you got $80,000, what’s that next goal? What is it that you’re going to push towards? I think planning that out, thinking about it in advance so that you’re not at the last minute scrambling to figure it all out.

There’s a lot of time to sort that out, think about it now, and be, “All right, I want to exceed our goal. What is that going to look like? How can we communicate that beyond that?” because if somebody goes to the donation page, or they see the thermometer, or like the ticker you’ve raised like 95% of your goal or 105% of your goal, what’s going to motivate them to make that donation? Keep your eye on that and maybe adjust the goal over time. Maybe talk about those kinds of stretch goals.

Kelly Garcia: Absolutely. I think that, as you said, having awareness in advance is key. You need to be able to communicate to your donors what it is that their money will do. And so if you exceed your goal, you should already know, you should know in advance if we exceed our goal, “This is the next step”, “This is the next thing we will do”. You’re absolutely right, having that in your mind and on paper somewhere is important.

David Pisarek: And don’t set your goal at a dollar and then exceed it by 800,000% or whatever that happens, set realistic and attainable goals and then have those other pieces that you can put in place.

You can send out the message the day of. If you hit your goal by 11 in the morning on Giving Tuesday, send out a note and be like, “I can’t believe this happened”, “This is unbelievable”, or “We are so psyched about this. We want to create more change, and we have these other things that we’re going to do” and send that out and set it up in a way where you can implement it relatively quickly.

Kelly, thank you so much. These are amazing insights about Giving Tuesday and end-of-year donations. I hope people listening have been able to get some advice and some pointers from our conversation.

And like I said, I challenge everybody to shoot a video and send it to one of your biggest donors on Giving Tuesday, either the day of, when you see a huge donation come in, or later that night or the following day, but you want to make sure that you’re sending it really close to when that is.

Definitely, that’s the first challenge. The second challenge that I want to ask everybody is to tell somebody about something that you picked up in this episode today because what we really want to do is empower you. We’re here to help you serve your communities better and the only way that you’re really going to be able to do that, the only way that we can help you, is by taking something that you’ve heard.

This is all free information. Take something that you’ve heard and tell somebody. You must know somebody that works for a non-profit, or works in your non-profit, passing them in the hallway, or you see them on Slack or Messenger or whatever you communicate. Just be like, “Hey, I can’t believe I heard about this today”. “Yeah, we should start talking about our messaging”. How easy is that?

Kelly Garcia: Absolutely.

David Pisarek: If anybody wants to get in touch with you, Kelly, what do they need to do?

Kelly Garcia: The best place to reach out to us is just NPOcentric.org. That’s our website. All of our contact information is on there. We’re on Facebook and Instagram, also just @NPOcentric, and we are here with tons of free information as well as a monthly subscription that offers you access to our digital platform that we have. Everything from how to get your board in shape to financial information, basically from zero to up and running.

We have everything that you need and once you’re up and running, we have everything you need to get where you’re trying to go. That’s on our website NPOcentric.org as well as tons of free information.

And I do have, for the listeners of the podcast, a free Giving Tuesday guidebook. This is the guide to a great Giving Tuesday 2022 and that’s a free e-book for anybody who wants to grab it. I know you’ll put the link in the show notes, David, as well as the infographic I mentioned earlier, you can put that right on the website.

David Pisarek: That’d be awesome. We have the show notes page, we’ll talk about that in a second, on how to get there.

The downloadable guide is really awesome. NPOcentric.org, check it out. There are some really amazing great resources there if you’re interested, their monthly plan is actually really cost-effective and super, super high value. I’ve taken a look through some of the content that they have in there, they’ve got guides and templates and all kinds of stuff that’ll really help you drive your mission forward. Super awesome. I haven’t read it yet, I will take a look at that, but check it out.

Kelly, thanks so much for joining in. It’s been great having you on the Non-profit Digital Success Podcast. To everybody listening, if you want any of the resources that Kelly provided or that I spoke about on this episode, head over to our podcast page at nonprofitdigitalsuccess.com/podcast.

Click on this episode for all the details and share with your friends, your family, whoever, just share it. Let’s make the world better. And until next time, keep on being successful.


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  1. Debbie Hansen-Bosse

    I need a basic CRM for our non profit. The intended uses are:

    – Maintain list of contacts, with abilities to add time stamped notes
    – Store boilerplate templates (info) for repeated grant applications
    – Track our inventory of in-kind donations (incoming & outgoing)
    – Enables me to create email blasts from our list of donors (1200)
    AND to send them out
    – Keeping simple books would be enhancing, however we do have a Bookkeepping service. I have information they do not and it makes reconciliation easier.

    I’m hoping to find an NGO software package for my use and under $225. I realize there’s many CRM packages out there, but you’ve probably vetted most and finger 🤞🏻 you have suggestions?

    • David Pisarek

      Hi Debbie!

      I know we connected on LinkedIn about this as well, just wanted to reply here in case you don’t see the notification on LI.

      Are you thinking under $225/mo? Or are you looking for a one-time fee. Most platforms are monthly subscriptions that are tied to the number of transactions and/or number of people within the CRM.

      We’re partners with several platforms. 😀 Happy to hop on a call and chat about the different platform. Just head over to https://wowdigital.com/consult and let’s get you on the right path.


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