Blackbaud, Inc. · NASDAQ:BLKB
Blackbaud — Investor Presentation (February 2024)
38 slides from Blackbaud's investor presentation, February 2024
Slide 1: Change Up Your Questions
Change Up Your Questions Exploring and Shaping What You Ask Grantees and How You Ask Them Marshall H. Ginn, Capital Philanthropy, February 2024
Slide 2: Welcome to today's webinar!
Welcome to today’s webinar! This audio event is broadcast through your computer. We’ll send you a link to the Need captions? Use the webinar recording within 24 Media Player controls to turn hours via your email. ON (default is OFF) via the CC icons. Send questions to us You can download the slides
Slide 3: Housekeeping
Housekeeping • Sound & Slides: Audio for this webinar is broadcast through your computer. If you're having trouble hearing, refresh your browser and make sure the Media Player is active. • This session is being recorded and will be emailed to you within 24 hours. • Engagement Tools (available at the
Slide 4: Change Up Your Questions: Exploring and Shaping What You Ask Grantees
Change Up Your Questions: Exploring and Shaping What You Ask Grantees and How You Ask Them
Slide 5: Ray Borkman
Ray Borkman Marketing Manager - Grantmaking • 20 years Subscription Software Expert • 5 years at Blackbaud • Former Blackbaud Foundations Account Executive • Retired Chef and Restaurateur • Cat Dad
Slide 6: Blackbaud is your best long-term partner
UNMATCHED Blackbaud SOLUTIONS We are proud to be recognized for our outstanding, is your best purpose-built solutions and support. long-term partner 35,000+ clients in over 60 countries Stable and transparent (Nasdaq: BLKB) Corporate Citizenship Community Responsibility Award Winning AI Customer Foc
Slide 7: Powerful data relationships for seamless workflows
Powerful data Organizations relationships for Requests Affiliations seamless workflows, robust Core Grants Management relationship Payments Database Contacts tracking, and flexible reporting and data analysis Requirements Documents Activities Sensitivity: Internal
Slide 8: Everything you need. Nothing you don't.
Modern and secure Industry-leading Pre-built integration cloud technology reporting and analysis and tailored design Everything you need. Nothing you don’t. With the best software built exclusively for grantmaking organizations, you can manage your operations more efficiently and focus on strategy.
Slide 9: Changing sector landscape
Changing sector landscape YOUR GRANTMAKING CHALLENGES Demand for transparency Requirements for grants managers Complexity of reporting requirements Strategic vision Data-driven analytics Applicant partnership needs Operational efficiency Board member stewardship Compliance reporting Technology-enabl
Slide 10: Change Up Your Questions: Exploring and Shaping What You Ask Grantees
Change Up Your Questions: Exploring and Shaping What You Ask Grantees and How You Ask Them
Slide 11: Marshall Ginn
TODAY’S LEADER Marshall Ginn Principal, Capital Philanthropy Washington, DC Metro Region www.capitalphilanthropy.com
Slide 12: Learning Objectives
Learning Objectives 1. Reinforce the important role that questions have in the grantmaking process 2. Understand ways you can review and adjust questions based on changing times, evolutions in the sector, and your needs as a funder 3. Encourage you to incorporate routine reflection into your work, m
Slide 13: Origin of the Idea
Origin of the Idea • AIM For Excellence Award (formerly The Washington Post Award for Excellence in Nonprofit Management) • Sector was evolving, but questions were behind • Organizations exhibiting distinctive characteristics, but questions weren’t targeting those qualities • Sector was changing; bu
Slide 14: Questions Are Your Tools
Questions Are Your Tools APPLICATIONS & RELEVANCE IS KEY QUESTIONS CAN BE CONVERSATIONS HARD TO UNDERSTAND • They are integral • Ongoing shifts in the sector, • Many who write/create grant components of your the community, and applications are surprised to application as well as the philanthropy req
Slide 15: Your Questions Should Reflect Your Values & Should Respect the Values of Others
Your Questions Should Reflect Your Values & Should Respect the Values of Others • Could someone tell – just by reading your application – what your values are as a funder? • Have you intentionally focused on your values as a funder? Identified what those values are, explored how you articulate them?
Slide 16: What does "Change Up Your Questions" mean?
What does “Change Up Your Questions” mean? Add elements or Make small Rewrite the whole Take it out dimensions changes thing Clarify your goals or Tweak the language a If it’s information you Cover it during a encourage more little or edit the need, but the question conversation instead of precise r
Slide 17: What would you do? Developing useful questions
What would you do? Developing useful questions • You want to learn how an Which question might you use? organization plans its programs A. “Please describe your Theory of Change and or makes decisions regarding how it impacts the overall structure of your programmatic decisions and measurement progr
Slide 18: What would you do? Keeping the playing field level
What would you do? Keeping the playing field level • Your board is reviewing an application What would you do? from a nonprofit for renewed funding. A. Don’t worry about it, it’s a renewal A trustee says, “I heard that the application anyway. organization just won an award as a “Best Place to Work”
Slide 19: Using Questions Effectively - If you ask for it – Use it!
Using Questions Effectively - If you ask for it – Use it! TRIM OUT “RELIC” OR EFFICIENCY IS THE GOAL YOU CAN ALWAYS GO LEGACY QUESTIONS BACK • “We’ve always asked that” • Gather information you • If you find something is type of questions can linger need to make a funding missing, and it’s hindering
Slide 20: What would you do? An actual question from a grant application
What would you do? An actual question from a grant application • Does this project or program What would you do? address any of our funding A. Leave it, make it a required response. priorities? If so, please share B. Delete the question entirely (The nonprofit details here. (Optional) should have re
Slide 21: What would you do? An actual set of questions from a grant application
What would you do? An actual set of questions from a grant application • Briefly describe the proposed program, how it relates to the organization’s mission, capacity to carry out the program and who What would you do? will benefit from the program. • Explain the significance of the program and why
Slide 22: Using Questions Effectively – Identifying critical factors that are important to you
Using Questions Effectively – Identifying critical factors that are important to you “Technical” factors • More “check box” type of things • If it’s important to the process, track the information; don’t guess. • Compile these into a “cover sheet” and attach it to review summaries. • Make sure revie
Slide 23: Using Questions Effectively – Exploring more complex topics or issues
Using Questions Effectively – Exploring more complex topics or issues Questions can provide useful insight • Are there characteristics that are critical for your partners to have? • What does the organization do when it faces adversity? Or how does it leverage a huge opportunity? • Does the organiza
Slide 24: Questions? Thoughts?
Questions? Thoughts? Before moving on… what do you think?
Slide 25: An Example of This in Action
An Example of This in Action • In the AIM for Excellence Award – After We developed the following analyzing responses from nonprofits - questions: “excellent” organizations were exhibiting consistent traits. • “What does your organization do to • These nonprofits not only focused on engender trust i
Slide 26: Framework: Is this important to us as a funder?
Framework: Is this important to us as a funder? Is this a critical Do we ask a factor? question? Is this used for all? Will discussions about Is there a specific Is this question asked this topic be central to question about this of or is this topic our decision-making topic in the explored with ALL
Slide 27: What would you do? An actual question from a grant application
What would you do? An actual question from a grant application • What are the potential impacts of What would you do? this project? Approximately how A. Leave it, it seems fine. many people will this program or project impact? B. Take out “how many people,” leave the first part. C. Change the second
Slide 28: Framework: Have we taken a good look at it?
Framework: Have we taken a good look at it? Is this question or What about topic new? interpretation? What will we learn? Have we considered Are we prepared to Are we ready to review the many ways it could assist a nonprofit who the responses to this be received or might interpret this new question
Slide 29: Example of this in Action
Example of this in Action • “Describe how your organization • A new question for 2023; emerged from conversations held with grantee partners supports the well-being, health, during roundtable discussions. or professional development of its • Foundation executive needed to reach out and “explain” why
Slide 30: Learn As You Go
Learn As You Go Ask for & Respond to Implement & Monitor Feedback • This is a cycle of reviewing, Try making a change then Use grantee engagement to changing, listening, monitor (and track) the impact explore the impact of new it makes questions adjusting, and listening some more • Build this into y
Slide 31: What would you do? Creating questions that "explore"
What would you do? Creating questions that “explore” What do you think of these questions? • You want to explore how an organization approaches things like • “Tell us about your history in sustaining new initiatives.” learning, overcoming challenges, • “In the past, when something hasn’t gone buildi
Slide 32: What would you do? Creating questions that "explore"
What would you do? Creating questions that “explore” What question might you use? • It is important to you that you work with and fund A. “How is your organization uniquely positioned to organizations that have a good address this problem effectively?” B. “What other nonprofits are operating in your
Slide 33: Additional questions or comments?
Additional questions or comments?
Slide 34: Recap
Recap • Questions are your tools • Questions should reflect your values • “Changing” a question can mean several things • Use your questions effectively • If you ask it, use it • Focus on critical factors • Exploring • Frameworks – Is this important? Have we taken a good look? • Learning as an ongoi
Slide 35: Your Charge
Your Charge • Use something you heard today to adjust your grantmaking, even small moves can make a big difference • Share something you heard today with a colleague, friend, your dog... Anyone! Just don’t keep it to yourself • Post your thoughts on a blog or social media, keep the conversation goin
Slide 36: Return on Investment from Day One
Return on Investment from Day One Streamlined, simplified workflow that drives adoption and brings value from the start Efficient grant lifecycle management POWERFUL OPERATIONAL BEST-IN-CLASS GRANTS EFFICIENCY REPORTING Robust and customizable to meet your unique needs MANAGEMENT Out-of-the-box repo
Slide 37: Built for you
Millions $100B+ Built for you of users in 100+ countries raised, granted and invested annually Tech solutions and nonprofit software for your unique missions, 5,000+ 100% goals, and needs focused on the partners and social developers good community extending our solutions
Slide 38: Thank you
Thank you We enjoyed seeing you today! Post-event email includes: 1. On-demand recording link 2. Option to schedule a call