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In this episode, Dennis Kelly interviews Pedro J Rivera, Esq., a fundraising expert with a focus on major gift planning. Pedro shares his career journey and how he transitioned from law to fundraising. He emphasizes the importance of building relationships with donors and understanding their interests and capacity to give.
Pedro also discusses the strategic approach to major gift fundraising and the integration of direct mail and other channels in an omnichannel marketing strategy. He highlights the use of direct mail to ask questions and gather data from donors, as well as the potential of QR codes to bridge the offline and online experience.
Chapters:
00:00 - Intro01:38 - Introduction and Pedro's Career Journey07:16 - The Importance of Building Relationships in Major Gift Planning10:22 - Strategic Approach to Major Gift Fundraising18:16 - Highlights on Saving Time and Spurring Creativity in Fundraising22:20 - Integrating Direct Mail in an Omnichannel Marketing Strategy24:22 - Bridging Offline and Online with Direct Mail and QR Codes26:24 - Get in Touch with PedroGet in Touch with Pedro:
Pedro's Email
Pedro's LinkedIn
Mentions:
UnidosUS
Charles Schwab
Fidelity Charitable
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode of Print to Pixel, Dennis Kelly interviews Aquanetta Betts, the Director of Planned Giving at George Mason University. Aquanetta shares her journey to her current role and discusses the importance of planned giving in the nonprofit sector. She explains that planned giving involves making gifts to nonprofits that usually require a third party to be involved, such as stock gifts or real estate gifts.
Aquanetta emphasizes the need for effective marketing strategies in planned giving, including educational content, direct mail, and a strong online presence. She also highlights the significance of stewardship and retention in planned giving programs.
Chapters:
01:28 - Aquanetta's Background08:07 - Defining Planned Giving and Its Importance10:40 - Marketing Strategies for Planned Giving16:33 - The Role of Direct Mail in Planned Giving25:30 - Stewardship and Retention in Planned Giving Programs28:23 - National Make-A-Will Month and National Estate Planning Awareness Week32:11 - Get in touch with AquanettaGet in touch with Aquanetta:
Aquanetta's LinkedIn
George Mason University Website
More About Postalytics:
Postalytics Website
LinkedIn
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Saknas det avsnitt?
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In this episode of Print to Pixel, Dennis Kelly interviews Nathan Chappell, Senior Vice President at DonorSearch AI, about the impact of AI on fundraising. Nathan shares his journey into the nonprofit sector and how his background in technology and business led him to the intersection of AI and generosity.
He discusses the potential of AI in the nonprofit sector, emphasizing the importance of responsible AI and the need for nonprofits to embrace change and invest in research and development. Nathan also highlights the role of curiosity in leveraging AI effectively and shares practical applications of AI in fundraising campaigns.
Chapters:
00:00 - Intro01:57 - Introduction to Nathan Chappell and the Intersection of AI and Generosity09:46 - The Impact of AI on Fundraising16:12 - The Mix Between Predictive AI and Generative AI22:20 - Legitimate Concerns and Fear-Based Limitations of AI in Fundraising27:28 - The Need for Curiosity and the Grassroots Movement of Fundraising AI36:55 - Practical Applications of AI in Fundraising Campaigns42:31 - Get in touch with NathanGet in touch with Nathan:
Nathan's LinkedIn
Chappell + Crimmins Website
Mentions:
Sam Altman
Carvana
Books:
The Generosity Crisis by Nathan Chappell, Brian Crimmins and Michael Ashley
Build the Life You Want by Arthur C. Brooks
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode of Print to Pixel, Dennis interviews Mark Becker, founding partner of Cathexis Partners, about the role of technology in the nonprofit industry. They discuss the importance of selecting and implementing the right technology stack, the impact of well-defined technology projects on nonprofits, and the current landscape of nonprofit tech vendors.
They also touch on the pain points of the legacy direct mail workflow and the need for more efficient and secure data management. Mark shares insights from his experience working with nonprofits and offers resources for further learning.
Chapters:
00:00 - Intro02:35 - Mark Becker's Path to Success09:34 - Nonprofit Tech Challenges and Solutions12:04 - Success Stories in Nonprofit Tech15:41 - Key Platforms in the Nonprofit Tech Landscape24:31 - Streamlining Direct Mail for Nonprofits27:12 - Get in Touch with MarkGet in Touch with Mark:
Cathexis Partners Website
Mark Becker
Mentions:
Bonterra
Event 360
Susan G. Komen for the Cure
More About Postalytics:
Postalytics Website
LinkedIn
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Eliza Slone, VP of Strategy at MKDM, shares her journey in the nonprofit world and the importance of storytelling and brand in fundraising. She emphasizes the need for nonprofits to simplify their message and evoke emotion to make a lasting impact. Eliza also discusses the challenges faced by nonprofit professionals, including interdepartmental conflicts and lack of recognition.
She highlights the importance of career development and offers advice on navigating these challenges. Eliza concludes by discussing the evolving landscape of nonprofit marketing and the need for organizations to invest in brand and adapt to changing trends.
Chapters:
00:00 - Intro01:09 - Eliza's Background06:41 - Eliza's Career in MDKM10:27 - Evolution of Nonprofit Marketing and Trends for 202514:59 - Crafting a Simple and Memorable Emotional Story18:16 - Eliza's Highlights from the Bridge Conference Panel26:06 - Juicy Questions from the Advice Column28:00 - Work-Life Balance and Personal Fulfillment30:02 - Get in Touch with ElizaGet in Touch with Eliza
Eliza's LinkedIn
MKDM Website
Mentions:
MDKM
DMFA
Amy Bobrick
Kesi Marcano
More About Postalytics:
Postalytics Website
LinkedIn
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Erica Waasdorp, president of A Direct Solution, shares her expertise in helping nonprofits convert one-time donors into monthly donors. She discusses her background in direct mail and how she got involved in monthly giving. Erica emphasizes the importance of tailoring the monthly giving program to each organization and the need for a multi-channel approach. She highlights the value of monthly donors and the long-term benefits they bring.
Erica also addresses the challenges of breaking down silos within organizations and the mindset shift needed to prioritize recurring donors. She encourages sharing and collaboration within the nonprofit industry.
Chapters:
00:00 - Intro01:35 - Erica's Background and A Direct Solution09:07 - Building Multichannel Campaigns for Small Nonprofits14:52 - Building a Brand for Sustainable Revenue Growth20:43 - Overcoming Pain Points in Segmentation and Channel Diversification27:30 - Influential Figures in Erica's Career Journey29:32 - The Bridge Integrated Marketing & Fundraising Conference33:13 - Get in Touch with EricaGet in Touch with Erica:
Erica's Email
Erica's LinkedIn
A Direct Solution Website
Mentions:
The Nonprofit Alliance
Harvey McKinnon
Ken Burnett
Sean Triner
Julia Campbell
The Bridge Integrated Marketing & Fundraising Conference
More About Postalytics:
Postalytics Website
LinkedIn
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Tim Oleary, CEO of NextGen Fundraising, discusses the evolution of fundraising in the nonprofit sector and the importance of integrating digital channels with traditional print methods. He emphasizes the need for a coordinated approach to fundraising, using data science, automation, and creative strategies to create a personalized and engaging donor experience.
Tim also highlights the challenges faced by nonprofits, such as acquisition and resource allocation, and the role of agencies in helping organizations navigate these challenges. He concludes by mentioning the upcoming Bridge Conference in Washington, D.C., where NextGen Fundraising will be showcasing their innovative solutions.
Chapters:
00:00 - Intro01:10 - Tim O'Leary's Career and NextGen05:49 - Nonprofit Fundraising Evolution10:53 - Evolving Skills and Team Dynamics at NextGen13:31 - Challenges in Channel Integration16:38 - Custom Solutions for Diverse Clientele21:03 - Aligning Fundraising with Strategy22:56 - Balancing Long-Term Goals with Immediate Needs25:15 - Bridge Integrated Marketing & Fundraising ConferenceGet in Touch with Tim:
Tim's LinkedIn
NextGen Fundraising Website
More About Postalytics:
Postalytics Website
LinkedIn
Subscribe to our YouTube Channel
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Steve Smith, Chief Revenue Officer of Live Oak Fiber, discusses his background in the telecom industry and the founding of Live Oak Fiber. He emphasizes the importance of connectivity in rural areas and the impact it can have on communities. Smith also talks about the marketing strategies used by Live Oak Fiber, including direct mail and personalization.
He highlights the need to understand customers and their specific needs and preferences. The conversation concludes with a discussion on the positive effects of connectivity, such as telehealth services and improved access to education.
Chapters:
00:00 - Intro01:07 - Introduction and Background08:40 - The Shift from Backbone to Fiber11:35 - Translating Technical Efforts for Your Target Audience14:26 - Understanding and Choosing the Right Internet Package27:05 - Personalizing Direct Mail for Business and Residential Customers31:03 - Pain Points in Direct Mail Operations33:18 - The Real-World Impact of ConnectivityGet in Touch with Steve:
Steve's LinkedIn
LiveOak Fiber
Mentions:
CenturyLink (Qwest)
SoftBank
InfraRed Capital Partners
JP Morgan
Jody Craft
Shane Schilling
Chris Bach
Jennifer Powers
More About Postalytics:
Postalytics Website
LinkedIn
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Jesse Cunningham, Platform Partnerships Manager at HubSpot, shares his journey to joining HubSpot and the value of integrations in marketing technology. He discusses the benefits of the HubSpot Partner Program and how it creates a win-win-win scenario for customers, partners, and HubSpot.
The conversation also explores the challenges of navigating the vast marketing tech ecosystem and offers insights on making good integration choices. The importance of using first-party data and creating a connected ecosystem is emphasized, along with the power of personalized experiences for customers. Jesse provides resources for finding great integrations in the HubSpot app marketplace.
Chapters:
00:00 - Intro01:51 - How Jesse Joined HubSpot06:28 - HubSpot's Commitment to Partnership13:55 - Lessons and Insights Around Marketing Solutions18:42 - Optimizing Marketing with Personalized Customer Engagement21:48 - Integrations for Enhanced Customer Experience23:26 - Get in Touch with JesseGet in Touch with Jesse:
Jesse's LinkedIn
Mentions:
Yamini Rangan
Scott Brinker
More About Postalytics:
Postalytics Website
LinkedIn
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Kimberly McKinley, the CMO of Utopia Fiber, shares insights on the challenges and strategies of fiber marketing, emphasizing the importance of building brand trust and leveraging traditional and digital marketing channels. She also highlights the role of technology, transparency, and customer relationships in marketing success.
Chapters:
00:00 - Intro01:41 - Introduction to Utopia Fiber and Kimberly McKinley04:09 - Pain Points, Solutions and Challenges in Fiber Marketing07:09 - Competing Against Established Fiber Giants09:21 - Executing Ecosystem Integration for Real Impact11:49 - Shifting Perspectives in Fiber Marketing Beyond Digital Approaches18:12 - Leveraging Technology to Build Human Connections20:11 - The Role of Transparency23:21 - Combining Traditional and Digital Marketing for a Young Audience26:18 - Interesting Tidbits About Kim27:18 - Get in Touch with KimGet in Touch with Kim:
Kimberly's LinkedIn
Utopia Fiber Website
More About Postalytics:
Postalytics Website
LinkedIn
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Mandy Thompson, CEO of Digital Reach Online Solutions, discusses the growth and evolution of her company, specializing in HubSpot CRM platform implementation and customization. The conversation covers the origin story of Digital Reach, its transition to becoming a HubSpot partner, and the strategic use of direct mail in conjunction with other channels to drive results for the Connecticut Project.
Chapters:
00:00 - Intro02:12 - The Beginning of Digital Reach07:43 - Finding the Right People During Growth13:03 - Strategic Use of Direct Mail for Nonprofit Engagement19:08 - Expanding Engagement Through Instant Communication22:54 - Get in Touch with MandyGet in Touch with Mandy:
Mandy's LinkedIn
Digital Reach Website
Mentions:
Zapier
Google Optimize
WordPress
HubSpot
Salesforce
The Connecticut Project
Melvin Medina
More About Postalytics:
Postalytics Website
LinkedIn
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Trish Witkowski is the CEO and founder of Foldfactory.com, an international keynote speaker, and an instructor for LinkedIn Learning. At the helm of Foldfactory, Trish serves as the President and is the mastermind behind the award-winning FOLDRite™ folding template system. She has also authored several valuable resources, including the well-received "Direct Mail Simplified" and "Paper Folding Templates for Print Design." An accomplished instructor for LinkedIn Learning, Trish holds a Master of Science in Printing and a Bachelor of Fine Arts in Graphic Design from RIT.
Chapters:
00:00 - Intro02:45 - Fold Factory Founding Story06:10 - Unveiling Fold of the Week's YouTube Success14:50 - From YouTube Series to Online Courses19:14 - Keys to Direct Mail Success in Digital Marketing25:14 - Trish's Course Target Audience and Value Proposition28:27 - Common Missteps in New Direct Mail Initiatives36:15 - Get in Touch with TrishGet in Touch with Trish:
Trish's LinkedIn
Fold Factory Website
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode we have Casey Hill, the Senior Growth Marketing Manager at ActiveCampaign, a global leader in marketing automation, email marketing, and CRM. With over a decade of experience propelling software companies to rapid growth, Casey pioneers creative strategies, from garnering millions of views on platforms like Quora and LinkedIn to securing podcast appearances. In his current role, he focuses on building organic growth engines to drive ActiveCampaign towards a $1 billion Annual Recurring Revenue (ARR).
Additionally, Casey consults with major firms like McKinsey and Blackrock, providing institutional guidance on topics such as SMB marketing vendor selection, SaaS pricing, and marketing automation.
Chapters:
00:00 - Intro01:20 - Casey's Journey and Day-to-Day Focus02:46 - Casey's Drive for Organic Growth at ActiveCampaign05:06 - ActiveCampaign's Approach to Omni-Channel Marketing Efficiency10:53 - Building Early Success in Campaigns with Automation17:16 - ActiveCampaign's Latest Exciting Announcement19:28 - Ecosystem Differentiation in Integrations22:57 - Get in Touch with CaseyGet in Touch with Casey:
Casey’s LinkedIn
Casey’s Email
ActiveCampaign Website
Mentions:
McKinsey & Company
BlackRock
Sendoso
Bonjoro
OneSend
Zapier
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode we have Brad Kugler, Co-founder and CEO at DirectMail 2.0. DirectMail 2.0's innovative solutions make direct mail the most effective form of advertising by integrating it with cutting-edge technology. DirectMail 2.0 offers a groundbreaking, cloud-based marketing platform that not only tracks the effectiveness of direct mail campaigns but also seamlessly integrates with digital platforms.
Brad's expertise lies in merging traditional direct mail with cutting-edge technology, providing marketers with invaluable insights to shape the future of the industry.
Chapters:
00:00 - Intro03:00 - Brad's Path to DirectMail 2.0 Co-Founder08:28 - Unveiling Customer Utilization and Impact13:29 - Navigating Long-standing Attribution Methods17:41 - Marketers' Success Tips for Informed Delivery Campaigns22:33 - AI's Impact on Omnichannel Campaigns25:13 - Smart Investing in AI Trends for Business Growth28:10 - Direct Mail and Digital in Political Campaigns32:01 - Get in Touch with BradGet in Touch with Brad:
Direct Mail 2.0 Website
Brad’s Email
Mentions:
Joy Gendusa
USPS
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode we have Thomas Foti, the Vice President of Product Solutions at the United States Postal Service (USPS). In this role, he is responsible for overseeing enterprise-wide product solutions, focusing on strategic development, and managing a diverse portfolio of product lines and services. With over 32 years of USPS experience, Thomas has held executive leadership roles in product management, domestic and international package strategy, and technology planning and analysis. He holds an MBA in finance from the University of Maryland and a Bachelor's degree in management from the State University of New York at Geneseo.
Chapters:
00:00 - Intro02:18 - Thomas' USPS Role and Impact on Marketers06:37 - 2023 Consumer Trends and Insights10:10 - Direct Mail is a Premium Way to Communicate13:51 - USPS Transformation and "Delivering for America" 20:01 - Delivering Performance Direct Mail in the United States 202325:17 - The Impact of Marketing Automation on Direct Mail Usage28:47 - The Evolution of Marketing Tech and Its Benefits for Marketers32:58 - Unlocking the Power of USPS Informed Delivery37:35 - Get in Touch with ThomasGet in Touch with Thomas:
USPS Website
Mentions:
Louis DeJoy
Winterberry Group
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode we have Mike Porter, the president at Print/Mail Consultants and PMC Content Services. Their focus is on raising awareness and nurturing leads through well-executed content marketing strategies. Mike is an industry adviser, author, and business communications expert with a consistent track record of driving inbound marketing, even for resource-limited companies.
Mike's passion for customer communications, including billing, regulatory notices, and marketing materials, is reflected in his column "In the Trenches" in Mailing Systems Technology magazine, offering valuable insights, tips, and trends.
Chapters:
00:00 - Intro02:21 - Mike’s Journey to Print Mail Consultants05:22 - Change and Consistency in Print and Mail11:54 - The Technology Evolution in the World of Print and Mail18:57 - Barriers to Direct Mail Adoption24:03 - The Rebirth of Direct Mail and What Triggered It29:19 - Mike's Key Advice for Marketers on Direct Mail32:16 - Get in Touch with MikeGet in Touch with Mike:
PMC Content Services Website
Print Mail Consultants
Mike’s LinkedIn
Mentions:
Bell and Howell
More About Postalytics:
Postalytics Website
LinkedIn
Subscribe to our YouTube Channel
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In this episode we have Brian Snider, the President and Chief Creative Officer at The GRI Marketing Group, a direct and digital marketing agency, delivering responsive integrated marketing across various media. Their services encompass strategic planning, creative execution, and campaigns spanning offline, online, and out-of-home channels. Their 35 years in the field have yielded significant revenue for clients, including publishers, finance, professional services, IT, and more.
Chapters:
00:00 - Intro01:46 - Brian's Journey to GRI Group Presidency05:41 - Boosting ROI Through Omnichannel Marketing09:02 - Using Data for Targeted Client Segmentation and Personalization12:56 - The Pros and Cons of Automated Direct Mail in Campaigns17:30 - Innovative Automation in Insurance Direct Mail21:54 - Balancing Performance and Brand Investments for Clients27:17 - Get in Touch with BrianGet in Touch with Brian:
GRI Group Website
Brian’s Email
Mentions:
Fortune 500
More About Postalytics:
Postalytics Website
LinkedIn
Subscribe to our YouTube Channel
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In this episode we have Kevin Lee, the visionary CEO at eMarketing Association, an organization dedicated to empowering marketers across the advertising, marketing, media, and agency spectrum. Committed to education and support, the association facilitates connections and knowledge exchange within the realm of paid media (advertising, influencers, promotions, sponsorships), earned media (PR, digital PR, social media, SEO, content marketing), owned media, and CRM/retention marketing.
Kevin also founded We-Care, a cause marketing platform which generated over $8 million for nonprofits, becoming the “inspiration” for Amazon SMILE ($450+ million in donations). Kevin has written 4 books, spoken at more than 500 events, and published 700+ articles on marketing. Kevin received his MBA from Yale and is an investor and advisor for various ad-tech, mar-tech, ecommerce and other companies.
Chapters:
00:00 - Intro02:42 - Kevin’s Story From Yale to Marketing Success10:01 - Balancing Time and Energy in Managing Multiple Platforms14:27 - Exploring the Evolution of Giving Forward + Gawker23:05 - Kevin’s Transition from SEM to Direct Mail and Omnichannel Insights30:39 - Marketing Investments During Economic Uncertainty34:15 - Navigating Generative AI's Impact on SEO and Marketing Channels39:40 - Get in Touch with KevinGet in Touch with Kevin:
Kevin’s LinkedIn
Mentions:
Marin Software
Truth Nutrition
Didit
Giving Forward
Gawker
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode we have Michael Helms, the Regional VP of Sales at RR Donnelley (RRD), a global leader in multichannel solutions for marketing and business communications. With over 50,000 customers and a presence in 345 countries, RRD offers a comprehensive portfolio of capabilities underpinned by Michael's expertise. Beyond technical know-how, Michael is a conductor of collaborative brilliance, uniting creative minds to craft captivating print narratives that make a lasting impact on audiences worldwide.
Through his journey in the production seat, Michael recognizes that the real magic happens when innovative ideas converge. He enlivens print and marketing campaigns, connecting brands to audiences through a spectrum of integrated services and technology.
Chapters:
00:00 - Intro02:08 - Michael’s Career Journey in Marketing and Omni-Channel Communications06:22 - RRD's Perspective on Direct Mail and Omnichannel Marketing08:39 - Crafting Strategies in Marketing Campaigns11:51 - Innovative Multichannel Campaign Success Story16:45 - Acuity by R&D's Impact on Direct Mail Testing21:02 - RRD's "Go Creative" Global Creative Services29:12 - Exploring Optichannel Marketing Trends and Insights31:54 - Fostering Customer Relationships with QR Codes and Direct Mail35:41 - Get in Touch with MichaelGet in Touch with Michael:
Michael’s Phone - 248-207-0690
Michael’s Email
RR Donnelley Website
Mentions:
The Hennegan Company
Robert Ott, Jr
Unreal Engine
More About Postalytics:
Postalytics Website
LinkedIn
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In this episode we have Lianne Wade, a Senior Director of Client Service at MERGE Boston, specializing in integrated marketing. She is highly skilled in employing omnichannel strategies that incorporate various channels, including direct mail, to drive successful campaigns. Lianne's expertise extends to customer insights, data analytics, omni-channel marketing strategy, and measurable, ROI-based strategies.
She is a respected industry contributor, having published her work in prominent blogs and publications such as Target Marketing, Direct Marketing, Chief Marketer, MarketingSherpa, and Mad Marketer. Lianne has also been featured as a speaker on the ALS Ice Bucket Challenge and is recognized as an accomplished author and thought leader in the marketing field.
Chapters:
00:00 - Intro02:09 - Marketing Background and Career at MERGE07:43 - Direct Mail's Success in Healthcare13:06 - Regulation's Impact on Health Campaigns18:16 - Enhancing Open Enrollment with Multi-Channel Marketing27:05 - Exploring the Rise of Online Response Channels32:40 - DEI Strategies in Healthcare Insurance Marketing40:30 - Get in Touch with LianneGet in Touch with Lianne:
Merge Website
Lianne’s Email
Lianne’s LinkedIn
Mentions:
CMS - Centers for Medicare & Medicaid Services
Healthcare.gov
Aetna
CVS Health
Medicaid
More About Postalytics:
Postalytics Website
LinkedIn
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- Visa fler
