Name: Fueling More from Moments That Matter: Inspire Action. Drive Impact.
Uploaded: 2026-02-25T17:15:52.483Z
Duration: 49 min 36 s
Description: Fueling More from Moments That Matter: Inspire Action. Drive Impact.

Transcript for "Fueling More from Moments That Matter: Inspire Action. Drive Impact.": Hello, everyone, and welcome to our webinar today where we are going to be talking about fueling more from moments that matter and how you can inspire action and drive impact with your next moment that matter type campaign. We haven't met before, my name is Kayla Barnes. My pronouns are she, her, hers. I'm a principal product marketing manager across the York Cost Solutions, and I'm in Dallas, Texas. And I'm joined by my colleague Andrew today. Hi, everyone. Thank you so much for joining us. My name is Andrew Troop. I'm our chief impact officer for the OrCost from Blackbaud team. Thrilled to be here with you today as we explore moments that matter along with some of the other resources we have for you from a thought leadership perspective. Yeah, so excited to be tackling this topic with you today, Andrew. And I did want to quickly introduce my colleague Meredith who is on the line too. Meredith, do you want to say hello? I think my microphone's not working. I don't know if you can hear. hear you. Oh, perfect. Well, Meredith is joining us today. She will be in the chat. If you are interested in seeing a demo of the solutions that we talk about today, she will be available. And in a moment, we'll talk about some really cool assets that she'll be sending your way as well. Before we dive into the content, I just wanted to go over a couple of quick housekeeping items. So audio is being broadcast through your computer speakers for today's session. And if you have any technical issues, like the sound's not working or things feel a little delayed, the best way to get that sorted is to try a refresh of your browser. And if any issues persist, we do suggest using Chrome or Edge over Safari. Chrome is the most preferred platform for today's webinar platform. After the session, you will be sent a recording to this session to your email within around twenty four hours. So you'll be able to access that recording and get access to all the great documents and resources that we'll be sharing throughout today. And then on the right hand side, there's a couple of tabs I wanna point out. One is the chat. Phoebe, I see you saying hello from Charlotte. Thanks for participating. Feel free to jump in and send a message, drop where you're joining us from, or feel free to share your insights throughout today's conversation. To the right of that, you'll see a docs tab, which we'll reference a couple of times. There'll be some great resources that you can access from there. And then finally, on the far right is a Q and A tab. If you have very specific questions for Andrew or I, feel free to drop those into that question and answer tab as well. So to orient us to today's topic and what we're going to be covering today, here's a quick look at our agenda. I'm going to very quickly give you a little bit of a lay of the land about YourCause and the corporate impact solutions that we offer. And then Andrew will set the scene with ten minutes of kind of talking about the importance of moments that matter in the moment that we're in. And then we'll spend the majority of today's session taking a deep dive into our activating a moment that matters framework. So to get us started and orient us a little bit about your cause, our goal is really simple with our technology. We wanna help you power your purpose. And we do that by bringing employee engagement, community investment, and impact reporting softwares all together into one connected ecosystem of impact. So instead of having to manage giving and grants and volunteering in different silos, YourCause centralizes everything and really enables our customers to spend less time juggling those multiple systems or configuring their platforms with kind of an outdated admin experience and really spend time on what matters most, which is making a difference. So this integrated approach is really what I feel like helps customers respond to moments that matter very quickly, which you'll see examples of throughout today's framework deep dive. Zooming in a little bit on our specific solutions, I'll just quickly cover what we offer in our portfolio. First up is employee engagement with CSR Connect. And you can really think of this as the employee experience layer of your cause. This solution equips your people with the tools they need to discover opportunities to give, to volunteer, to lead and participate in business and employee resource groups, and really engage with the causes that they care about, as well as highlight causes that are important to your programs. So the platform is designed to be really flexible. It allows you to brand the platform and create an experience that's very reflective of your specific programmatic goals. And it's accessible, meaning that your employees are gonna be able to access it across regions, roles, and devices. It's a very feature rich solution that enables admins to configure functionality to reflect their goals while still putting them in the driver's seat. So there's a lot of self serviceability built into that administrative experience across our solutions. And we like to say, it's the autonomy you need and the support you want because we back up these solutions with a really superior customer experience team as well. Next up, let's just spend a moment talking about our community investment solution, which is Grants Connect. And this helps organizations manage their philanthropic dollars with confidence and clarity. So from application intake to review to budget tracking, you really gain the structure that you need in the system without sacrificing the flexibility that you need to design programs in a way that makes the most sense for you. So I think what's really special about this platform too is that insight layer. So being able to understand where funds are going, who they're supporting, and how those investments line up to your broader priorities. So it allows you to stay in control, remain compliant, and ensure that your grant making reflects your specific values. And speaking of insights and being able to see that bigger picture, Impact Edge is our newest solution that we offer in the YourCause portfolio that we released last year. And this is a great impact reporting tool that unifies data across those two solutions that we just talked about with CSR Connect and Grants Connect. So by unifying this data across giving, volunteering, engagement, and grants, you get this clear picture of what's working and why, discovering what's working well, where are there opportunities to improve, and being able to track goals and metrics and leverage really cool tools like our charity discovery tool that we'll talk about later in today's presentation. So it really helps you measure what matters, communicate with confidence, and bring that narrative of impact to all of your stakeholders employees, external, your leadership and help sustain and maintain that buy in to your programs. So now that we spent a minute kind of talking about the lay of the land with your cause solutions, I want to pass it over to Andrew so he can set the scene for the broader context and moment that we're in today before we dive into the framework. Thanks so much, Kayla. And so before we dive into the framework, as Kayla mentioned, we did want to take this moment to just set the scene and talk a little bit about the context of the moment that we're in and the influence that has on our broader CSR or corporate social impact programs. And so with that in mind, I wanted you to spend a couple of minutes. For some folks, you might have joined my webinar last month where we talked about CSR or corporate social impact trends. And within that webinar, I highlighted that we're in a very interesting moment. First, when we think about global disruptions, and you see just some highlighted here on this slide, we've been working through a period of time where there have been multiple disruptions from rising global tensions in 2018 to the COVID nineteen pandemic in 2020, all the way to the the conflict that launched in 2022 between Russia and Ukraine, to technical disruptions, like the introduction of tools like ChatGPT that really brought generative AI, which had already existed, really, to life for all of us in a very everyday type of experience, all the way to major political shifts that we've seen, including major elections in over 70 countries across the globe in 2024. And, of course, that has continued throughout 2025 with continued disruptions. But but here's the key that I wanted folks to take away from this. And I've highlighted at the very bottom, KPMG did a really nice job of highlighting this in their great convergence framework. But there's a reality that we're dealing with not just one disruption in a silo as might have happened in the past, but we're in a period of time where we're managing through multiple disruptions. And so as organizations, as we think about the community needs that are out there, when we think about our strategies, there's a reality that we're simultaneously managing through many disruptions, be those geopolitical, climate related, technology related, etcetera. And so managing through those multiple moments is something that we need to be thinking about. We also need to think about the fact that that has a very profound effect on us as individuals. And so when we think about our employees engaging as part of our CSR or corporate social impact programs, we have to recognize that they're being influenced from many different directions at the same time as well. For example, we know looking at data year over year, coming out from reports like Gallup's State of the Global Workplace, that we are at a point we're at record levels of employee disengagement. We're at record levels of stress, of burnout. Employees across the globe are feeling economic pressures, cost of living challenges. There's uncertainty because of some of the economic pressures. There's even new terms that some of you might have saw launched last year like job hugging. And in fact, there was even a job hugging report that you see highlighted in the bottom corner there that was launched last year by Monster, where they found that three quarters, 75% of employees surveyed said they actually expect to remain in their same job for at least two years, putting them all the way through 2027 and beyond because of that uncertainty. So again, there's all these influences that are influencing our employees on a very regular basis. There's also positive things, though, right? There's the work that we're all doing through our programs to get employees engaged in the community, to create cultures of belonging and inclusion, to help employees leverage some of the power of things like new technologies that we have, like AI, to hopefully amplify some of the incredible work that they're doing and in turn amplify some of the work that we're doing and the storytelling that we're doing as well. And so that leads us into this moment where we're talking about the moments that matter framework and having this moment to really look at despite all those disruptions, despite those macro influences that we're feeling, where can we raise up these important moments that do matter, these celebratory moments that we want to highlight and use as a way to activate our employees within our programs. So with that in mind, before we dive into a little bit more of the content, we wanted to take a moment and actually just poll all of you. So we're gonna open up a poll. But as you're starting to think about moments that matter and highlighting moments that matter, highlighting celebration moments, working collaboratively with your partners to do so, what's one of the part of activating those moments that matter that feels most challenging to you today? And so that poll's open. Again, what part of activating a moment that matters feels most challenging today? And we've given you a few choices. I'm sure there's a few others out there, a few other things that might be challenging. But looking at these, we'll go ahead and open up the poll so you can start to, make your selections. But is it educating yourself and others on why the moment matters? Is it a collaboration challenge? Is it a challenge related to elevating the actual stories related to moments that matter and your partners? Is it the communication of these campaigns and moments that matter to your employees, or is it actually just getting the employees activated and participating in these moments? So we're seeing lots of great answers coming in. So far it looks like activating employee participation is leading the charge. Not terribly surprising, and we're going to talk about some tips on that activation today. Although I see elevating stories and partners is is up there too, which is something we're going to also talk about. And evaluating success for improvement is also starting to gain some steam. This is great. Thank you all for including your thoughts there. We appreciate that. So to that end, we really do have an opportunity in this moment to use activation of these moments that matter as a way to really continue to drive engagement within our programs. And again, the data has shown us over and over again that employees want to be engaged. In fact, we see data, for example, from Deloitte's Gen Z and Millennial report that says employees want to really understand how their organization is having a societal impact. That's an important factor for an employer. We see that, again, same. Employees really want to feel that sense of purpose for their overall job satisfaction, and that has such an impact as well. And we see again and again that companies that actually are focused on inclusion and we can use these activating moments that matter moments as a way of driving inclusion, they're actually the ones that are performing better. In fact, they're 1.7 times more likely to be innovative leaders in their particular market or industry. And so that power of this impact inclusion and purpose coming together through our Moments That Matter, through our employee volunteering, through our giving and our broader philanthropy programs, provides us a real opportunity. Okay, lastly, before we dive into the framework itself, did want to just highlight a quick resource. Again, I mentioned some of you might have joined my webinar last month where we talked about CSR trends, and we also talked about both our PEACE framework that we launched in 2025 and our new Unity framework that we launched here in 2026. There is a link in the docs tab to the peace to unity framework blog, which will give you some deeper information on this, as well as a link to the recording of that webinar from last month if you missed it. So plenty of opportunity to dig into that. But before we dig into activating moments that matter, if you're thinking about your broader CSR or corporate social impact strategy, just know that the PEACE framework was a way to really ground us in our North Star and commitment of this work through perseverance, evolution, adaptation, captivation, and empathy. And know that this year, as we launched the unity framework, we really focused on trying to provide a practical framework that gave you the tools to be a little bit more tactical in the work that you're doing with your strategy. So making sure that you're aligning with people and partners across your organization for the work that you're doing, navigating these uncertain times, which we've been doing for the past few years, but giving you some tools to think about how do we actually have resilient roots. Because we're not gonna know what's coming next. We're not gonna know because of uncertainty what's gonna come down the pike next week, next month, next year, but can we have some opportunities and plans in place to pivot? How we manage working through artificial intelligence and making sure that's connected to our human centered strategy and human intelligence. Trust, making sure, again, we're centering our empathy and transparency and inclusion at the heart of our work, and, of course, measuring our impact, which we'll talk about more today. Last thing I'll say is part of that unity framework is trust, and I would argue that as we think about activating moments that matter, the trust part of our unity framework is really where we're leaning in most, When we're thinking about the opportunity to really double down on the inclusive design of our employee engagement and philanthropic programs, to really double down on our storytelling, lifting up partner for storytelling, empathetic storytelling, and making sure that we're collaborating and inviting in employee voices, ERGs, ERG leaders to help not only provide feedback but really help us co shape these programs and these experiences. So with all that in mind, let's start to dive into our moments that matter framework. And just to note again, this is gonna be coming to your inbox. So we have launched the new activating a moments that matter framework, and everything that we'll be covering throughout today's session will be coming directly to you in email as well. So don't worry about furiously taking notes on everything that Kayla and I will cover. I promise the framework and the guide will really guide you through it as a resource. And just to get us started, keep in mind that the framework that we're gonna cover today really has six core components. And so when we think about activating these moments that matter, we're gonna first talk about the education component, both education for ourselves and for our employees around these moments that matter. We're gonna think through the collaboration that is really necessary to drive these to success. We're gonna talk about how we can elevate the messages that are part of this moments that matter framework, the communication pieces which are so critically critically important to the success of these programs, how we activate which, again, going back to that poll is exactly what many of you are struggling with, the activation component of all of this. And then most importantly, at the end, how do we evaluate the success and learn from some of our lessons to really inform what the moments that matter in the future can look like. So with that in mind, we're gonna kick off with our first component which is educate. And with educate, I wanted to highlight just a couple of things really quickly. And again, this will go deeper for you inside of the guide. But when we think about educate, we want to make sure that our primary goal is really building an understanding and alignment across all of the stakeholders who are going to be engaged in our moment that matters that we're really trying to lift up. So a couple things to just call out. First, some considerations. If we're thinking about a specific celebration, a specific moment, a specific thing that matters that we want to be highlighting, have we really done our education and research? Do we understand the history, the evolution of that moment that matters or that celebration, that component? Have we thought through what that might look like both on a global scale and a regional scale? Is it globally applicable? And if so, is it different region to region, and have we accounted for that? We want to also think about the influence of various individuals and organizations on this particular moment that we're lifting up. And we also want to think about how this aligns to some of our existing commitments as it relates to our existing volunteering, giving, and philanthropic programs. Inside the guide you're going to find a really education we want to be defining our learning objectives. We want to be thinking about the sensitivities around history, geography, language. We really want to think about the narrative around the moment that we're highlighting as well and how that aligns to who we are, our corporate purpose, any of our public commitments. And we wanna be thinking about our audience as well. Who are we really raising this up to? Is it just an internal or is it also an external audience? Again, is that globalized or regionalized depending upon the moment? And when you get through all of that, we've also highlighted throughout the guide today as you'll see us highlight for you what good might look like. And so good in the case of education is everyone being on the same page, understanding the why behind we're celebrating and lifting up this moment that matters, making sure that the content itself is accessible and, as we've talked about, really relevant from both a global or regional perspective, and then making sure that the narrative is clear, is simple, and is something that is understood by everybody. With that, Kayla, I'll pass it over to you as we talk through a few examples. And Kayla, I think you're on mute. about that. Thanks, Andrew. And for the other parts of today's framework, we're we're really focused on talking about functionality within your causes solutions, highlighting a lot of features from CSR Connect as we move through the framework. But I did wanna start by talking about a couple of external resources that anybody is free to access and download. You can find these linked in our docs tab. But on the left hand side, you'll see our moments that matter checklist and calendars, which again is linked in the docs tab. This is a great piece that gives you a little bit of a view of giving and service days across some key regions, so The US, UK, and Canada, and kind of helps you plan what kind of moments do we wanna respond to. You might even find a couple of cool moments and days that you didn't know existed in some other regions that you're not as focused on. So a great little handy resource that can just help guide some of your activations throughout the year and some things to consider. And then on the right hand side, you'll see our industry review featured, which is also linked in that docs tab. This is a great resource that helps you kind of look at data from across all YourCause customers and synthesizes different trends across engagement and giving and volunteering broken down by all sorts of different factors, like geography, different types of giving modalities We already said geography. What else is in there? Different industries, different employee sizes of companies. So lots of cool ways to splice the data and kind of get a look at what sort of features might resonate the most for your organization based on some of those factors like where you're located, what industry you're in, or how many employees you have. Now when we take that inward look and look at our specific customer resources that we have, there are a wide range of tools that we offer to help our customers plan and research for their next moment that matters, both from a programmatic functionality component and from a what is this moment about and how should we react, kind of point of view. So there's several tools available to help you research how you want to use our solution, and that includes monthly release notes that are paired with a monthly workshop to help you really understand the latest and greatest in our platforms. And there's also a very robust help center with detailed documentation about how to use different functionality. You heard me mention earlier that whole idea of the autonomy that you need and the support that you want. Think I this is a great representation of that, of the tools that you have available to you to keep you in the driver's seat, give you self-service ability to manage a lot of the functionality within the platforms. But we do support these components with that customer experience layer as well with your customer success managers. In addition to kind of the product oriented resources, we have a couple of tools that can help you research more about these causes and moments that you care about. So one that we'll talk about more a little bit later is our charity discovery tool in Impact Edge, which can help you find new partners, assess impact across your programs with a charity, and even see predictive outcomes that you can drive in partnership with charities. And then we have our product community. There is a community for CSR Connect and Grants Connect available to our customers where they can network with each other, submit ideas about our products, and they can also access resources like disaster task force resources and even some evergreen resources that are always available to you, including the example that you see highlighted on the screen here around improving food security through CSR Connect. Our disaster response task force, which we'll talk about in just a moment, is a complementary resource for our customers where a cross functional group of folks inside of the YourCause business pull resources together within around twenty four to forty eight hours of most events, both those being man made or natural crisis and disasters. And we post recommended organizations that directly support these events around the world. So these organizations that we select and kind of elevate to you all have carefully been researched and vetted and even double checked with our Blackbaud compliance team. We suggest product functionality and recommended design elements, some engagement element copy. I'm excited to talk to you a little bit more about engagement elements later if you don't know what those are. And really just meant to be these resources that you can access quickly, both from Evergreen and for in the moment kind of activations that you're considering. If we take a look at a couple of examples where our disaster response team created resources for our customers, we can see how our customers were able to leverage those and respond. So last year, in the initial weeks after the LA wildfires broke out, there was almost $7,500,000 raised by donations in just those first few weeks. This was alongside thirteen thousand eight hundred hours of volunteering events to support the recovery efforts, and we saw that 70% of our customers were actively managing some sort of program to support this impacted region in this specific moment that matters. If we look back in 2024, we saw almost $20,000,000 was raised for nonprofit supporting relief efforts from Hurricanes Milton and Helene. And if we look a little closer at that, we could see that $4,000,000 was raised through engagement elements, which, again, we'll talk about those a little bit more later. And $1,700,000 was raised for charities that we highlighted through our disaster response task force. So I'm always blown away by the rapid response I see deployed both internally and with our customers and so appreciative of the peers that help bring these resources together. It's really a team effort, which leads very nicely into our next piece of the framework, which is all about collaboration. So Andrew, I'll turn it over to you to give us a little bit more information about this part of the framework. Great. Thank you so much, Kayla. So to your point, we've talked about the education component, really educating ourselves, doing the research. And now it's important to think about the collaboration component as well. And so as we think about the collaboration part of our framework, this is really about taking the time with both our internal and external stakeholders to really make sure that we're co creating this moment with authenticity and with a shared ownership, which is critically important. So some things to consider if you think about this collaboration part of the framework. Of course, it's all about the stakeholder collaboration. As I mentioned, both those key internal and external stakeholders that we're engaging. I'd also encourage us to think through if we are engaging external stakeholders, in what way are we engaging them, and do we need to even consider potentially some compensation for the time that they're contributing? We have to be conscious of how much time might be involved for some of the folks that are contributing to our moment that matters. We also wanna be really cognizant about thinking about how we're framing our requests. Are we requesting their support and their assistance in a way where we are asking and coming at it from a very collaborative angle, or might our request actually come a little bit more like a demand? And so being just very cognizant of how we're framing those requests. And then most importantly, making sure that we're taking the time to listen to our contributors, that we're not just telling everybody what this moment that matters looks like and what our goals are, but that we're actually doing it in a true co creative, co designed type of fashion. So with that in mind, you'll see some opportunities again from a checklist inside of our guide that'll talk about mapping those collaborators and mapping some of the key decision points. Thinking through with all those stakeholders, what's the cadence of times that you're gonna meet? Are you gonna meet weekly? Are you gonna meet more often? What do those check ins look like? What roles does everyone have? Make sure that we're setting those clear expectations for all of our stakeholders so that we are aligned. And, for example, if you have some of your employees, some of your employee resource group leaders that might be heavily engaged in this moment, thinking through and making sure that they have alignment with their manager and some of the expectations of their time to support this work as well. And then, of course, also think about considering what recognition and rewards can look like. As I mentioned, for both internal and external collaborators, is there some way that we can be incentivizing or compensating them for the time that they're contributing to this work? And so what does good look like? It looks like we've got that alignment across all of our internal allies doing this work with all of our cross functional partners, be it our inclusion and belonging partners, our HR partners, our sustainability partners, more. Making sure that we're doing that work with our external partners to really, as I mentioned, make this co created and co designed, and then make sure that we're collaborating in a way that can take, the work that we're doing and translate it into something that's gonna truly be an activation, so truly turn it into action. With that, Kayla, let's talk a little bit about employee resource groups. Yeah, absolutely. So in CSR Connect, we do offer a complimentary employee resource group feature that really allows you to create all sorts of different kind of groups. These can be diversity and inclusion groups. They could be affinity groups. They could even house your CSR champions or your local ambassador type of groups as well. And this feature allows you to centralize your group management, communication, and activity tracking so that you can create that inclusive space where employees can connect, collaborate, and lead with purpose alongside your other purpose driven programs like giving and volunteering. So one piece about this that's really interesting too that I think kind of starts to lead into our next piece of the framework is how you can think about elevating and leveraging voices that come from your employer resource groups. Right? So we'll talk about that a little bit more in a moment. And then later on, we'll talk about incentives. Because like Andrew said, being able to reward and recognize the participation of your co collaborators is an important thing to keep in mind. So we'll talk a little bit about different ways that you can incentivize in CSR Connect and considerations that you could even think about taking those employee resource group champions and leaders who helped you co collaborate on this moment, reward them for their participation. And next, we'll talk a little bit about how you can even elevate their stories. So Andrew, let's talk a little bit more about elevating as part of the framework. Absolutely. So when we think about elevating, it's really all about sustaining that momentum. Right? How do we spotlight some of the key stories, some of the people and the partners so that we can absolutely sustain the momentum through activating this moment that matters? That means, again, thinking through our alignment with our nonprofit partners, making sure we're aligned there on the storytelling component and aligned on the activation. Also, thinking through where there may be some other opportunities to sustain momentum as well. So for example, are there opportunities with some of the local museums, cultural institutions, and others that might have relevant educational content that they're offering? Think also about the employee engagement connections that are already in existence today. For example, do we have employees that are already serving on boards of nonprofits that are related to this moment that matters that we're listing up? And or do we have employees that are already engaging in other ways with charities and nonprofits in this moment, and can we align with those? And of course, working with our employee resource or business resource groups and making sure that those that have a mission that is aligned to the moment that we're highlighting, that we're working in that co collaborative type of fashion. Again, checklist, lots of opportunities to make sure that we're communicating in the moment, that we're activating those employee resource group leaders that I talked about. And then one thing that I always highlight that's really important is that we gather feedback and also act on that feedback. So for example, we might use surveys to gather feedback. We might even use surveys in a very structured way to capture things like stories that we can use as part of our impact storytelling. But let's make sure that we're not just gathering feedback, but that we're actually using it and acting upon it as well. With that, Kayla, I'll turn it over to you for a few examples. Yeah. Absolutely. So I wanted to really hone in on engagement elements when it comes to this piece of the framework, but just know engagement elements can be used in so many different ways throughout this kind of moments that matter mindset. So if you're not familiar, engagement elements are these flexible content tiles on the homepage of CSR Connect that can really help you create that timely and targeted content that helps drive action and awareness for your next moment that matters. So there's a lot of different ways that you can use them, specifically when it comes to elevating a moment that matters. You can use them to spotlight specific partners or stories, and you can use them to collect stories through embedded surveys in the tool. So a good way to help kind of collect those stories and shine a spotlight on some of those co collaborators, both internal external, that helped you create this moment that matters. There's also a couple of cool ways that you can bring a little bit more of a collaborative spirit to your programs. One of my favorite ways is through our voting engagement element, which lets employees vote. So you could have them vote on the next nonprofit partner you all leverage, a cause area of focus, or even volunteer of the year. So lots of creative ways to use the voting engagement element. And then finally, there's great ways to promote ways to engage. So groups, specific volunteer events, so much more can be directly linked from an engagement element. Or if you wanted to spotlight that employee resource group that helped you champion this moment that matters that's activating, you could create a link kind of directly to them from an engagement element. So lots of really cool ways to leverage engagement elements, just in the context of elevating, but kind of throughout this framework. And we definitely see that customers who use engagement elements see a nice little uptick in participation, when they're leveraging these on their home page. One customer that does this really well kind of across the elevating mindset of this framework is BMC, and, they clearly do it well with their 95% combined engagement rate. But they're a really powerful example of what it looks like to elevate a moment by leading with purpose and with visibility. So their engagement strategy really intentionally weaves DEI and CSR together, and they use communication tools, including engagement elements, to spotlight those stories and initiatives. And it makes it feel very authentic and personal to their brand. So you can see on the bottom of this slide here some of the creative ways that they've used kind of this visual design to promote different moments that matter from Juneteenth to allyship month to Lunar New Year. There's just a lot of really cool creative ways that BMC is really weaving together their CSR and DEI story through different moments that matter and using that to achieve some really high engagement rates. And so a big piece, obviously, of BMC strategy is being able to visually communicate these different moments that matter. So we'll use this as a segue to get into the next part of our framework, which is all about communication. Great. So with that in mind, Kayla, on communication, I'm gonna call out a couple things. First, a clear goal is, with communication, to make sure that we're delivering clear, timely, and personalized messaging. We really wanna think through a couple of key things when we think about communicating these moments that matter. We wanna determine what are our communication avenues for each of us that might look very different. So what are the tools, the avenues, the teams that we're working with to deliver our communication? We, of course, wanna consider our audiences as well. Are we working with an internal only audience, an external audience, or both? And how might that frame and or influence our communications? Also wanna make sure that in our communications, we're being really, really clear on defining what the call to action is. If nothing else, we wanna be really crisp on what folks should be doing as that next step. And we wanna make sure we're collaborating with our communication teams. Right? Because they're the expert expert when it comes to communications. They're gonna help us understand when should we be sending the communications, how far in advance, how often should we be communicating, what are some of those steps that we should be taking. And that can really help us draft an important plan for communication. How are we announcing? How are we engaging? How are we closing and thanking? We can also then use the communication plan as a way to think about how we're localizing the content as well. How are we making it specific to key departments, key functional areas, key regions, considering language and different examples that are gonna be relevant to different folks. And we also encourage you to always share your plan with your customer success team as well if you're working with us here at YourCause from Blackbaud because the success and support teams really help you get ahead of any technical requirements that might be necessary as we think about communication. With that, Kayla, I'll turn it over to you for another example. Yeah. Absolutely. So one of my favorite features in CSR Connect that's really gotten a lot of love from our innovation team in the past past year is our splash modals. And they're a great way to leverage communication in the tool by bringing this pop up window experience to your employees as soon as they land and log in to CSR Connect. So it really gives you a way to bring information to the forefront and immediately capture their attention. Not only is it a great tool for employees to kind of immediately engage, you can link directly to different engagement elements or directly for them to take action, or you can use it simply as kind of an information window. But there's a lot of cool administrative capabilities behind this piece of functionality. So in the last year, we introduced our splash modal manager, which allows you kind of this view in our administrative panel to manage your splash modals year round. So you can save and reuse splash modals. So if you think about events that you might participate in every year, right, pride month or Earth Day or International Women's Day, you can have your splash modal one, saved and reused from the year before, but you can also predraft it and have it ready to go. So when you're thinking about sitting down and looking at that Moments That Matter calendar of key service days and activities across your regions, you could really sit there and preplan your splash models so that it's just another piece of the framework in your activation strategy that you know that you have ready to go when the moment arises. So this like I said, splash models great for communication, also has a great activation layer where you can immediately take employees to take an action within the platform. So I think next, we should focus on kind of that activation piece of the strategy, which I know in our poll result was an area that a lot of people had interest in improving. Agreed. It is all about the activation. I know that's what folks are looking for. And when we think about activation, I think it's important to sort of ground ourselves in one key goal is that when we launch these programs and we launch these moments that matter, framework moments, we wanna make sure that we have touch points that are both inspiring and intuitive for the employees who are gonna be engaging in these programs. So to that end, a couple of things to be thinking about when you're thinking about activation. First and foremost, before the activation even happens, have you taken the time to test what that employee experience is going to look like end to end to make sure that you really have a sense of how it's gonna be inspiring, whether or not it's intuitive, and whether or not you need to make refinements or adjustments. That gives you that moment to also then review and refine your communications because as you find things in an experience that might not be intuitive enough or might not be inspiring enough, you have an opportunity to refine those before providing the actual communication. We'd also always encourage you to connect with your technology providers. So those of you, of course, working with us from YourCause from Blackbaud, make sure you connect with us as well because there are moments where we can make sure that we're supporting you best in that moment as you launch that moment that matters. And then very important that we take the time ahead of time before the activation to define what does success look like so that we know once we've activated, what does that success really look like? So a couple of things to keep in mind as thoughts. You can pilot with one segment, do a little bit of AB testing to understand what's gonna be inspiring, what's gonna be intuitive. Make sure you validated all the steps of the process. For example, in a donation experience, have you thought about the types of donations, the matching rules, the charity vetting workflows? And then think through what your incentive strategy might be as well as it relates to that activation. So with that, I know, Kaylee, you've got a few great examples to share as well. Yeah. Absolutely. Before we dive into those customer examples, I just wanted to ground us a little bit about the kinds of incentives that you can offer in CSR Connect. I alluded to this earlier when we were talking about collaborating with those employee resource group partners and your internal partners as ways that you might think about rewarding and recognizing their participation and and getting your moment that matters ready to go. But incentives are also a great way to activate your general employee base into different moments throughout your year. So there's a lot of different ways that you can do this in the platform. One is dollars for doers, so thinking about that kind of volunteer grant where you can reward their volunteer participation. You can also offer volunteer time off. We have this cool functionality with general incentives. You could almost think of this as like a digital cause related gift card where you can issue funds to one of your employees, and then they can donate it to the employee of their choice. So you think about how powerful that is to tap on an employee resource group leader for Earth Day, for example, since I know that's around the corner soon. You could reward that passion and participation by giving them a general incentive and allowing them to donate to a cause that they care about most. Maybe it's a local sustainability org or a beach cleanup organization in their neighborhood that they're really excited and eager to give to that's not quite where you're aligning your general program to. There's also new hire gifts. So you can think about moments that matter, obviously, beyond the calendar year that you're doing for all of your employees and think about how you're bringing employees in. So for some of those first touch points in your organization and making them feel purpose driven. Andrew shared a lot of stats about how Gen z and millennials feel about aligning their purpose to work. So I think new hire gifts are a really great way to do that across different generations, of course. And then we have some really cool flexible matching gift functionality. This is probably my favorite part. We have this ability to run multiple matched gift programs or the ability to run them concurrently and even the ability to increase ratios for specific moments that matter, which we've seen our customers do quite a few times, especially in the wake of something like a disaster relief program. So one that I'll spotlight is PennyMac. They are local to California. In response to the LA wildfires, they increased some of their incentive ratios to really inspire employee activation. So one of the things that they did was they increased their matching gift program ratio to five to one. And then when it came to volunteering specifically for relief efforts, they uncapped their volunteer grant and increased it to $100 an hour. So I thought these were some really cool examples of how they activated in the moment in the communities that their employees really cared about. And then for Southern Glazers, if we kind of take a different look and step outside of relief mindset, for their annual volunteers campaign, they did a couple of cool things. They pledged an extra $50 for every new participant that logged into the platform and participated that year. So they had over a thousand people take them up on that offer to to get that extra $50 towards the causes. And then they also offered $25 an hour for volunteering during their annual campaign. So I think that's really interesting. We see that volunteer engagement rates are really high, especially in smaller organizations. If we look at companies with under a thousand employees, 63.8 or 63.8% is the average volunteer engagement rate. So I think thinking about beyond just activating around donations is really important to kind of see how can we reward and incentivize employee engagement from that volunteer lens too and make sure that all participation feels rewarded and recognized throughout your programs. And so finally, we wanted to round out with a little bit of a conversation on evaluating. You've activated your moment, and now it's time to kinda take a look back and see what went well and what might be fine tuned for the future. And that's exactly it, Kayla. So as we wrap out, our final component, it's really all about that evaluation. And our goal should really be thinking through what is it that we're measuring as part of this? So thinking through what are our inputs, our outputs, our outcomes, and ultimately that longer term impact that we're looking to measure. And making sure that we're using that measurement as a way to drive insights and apply some lessons learned. So a couple things to consider. Definitely think about, again, what type of data you're using in your measurement. Make sure you're thinking through both qualitative and quantitative data and sources. Think about the story that's gonna be created from this data as well. So making sure that we have an opportunity to co create stories of impact with our partners that we've been working on in these moments that matter. And then really important part of the internal storytelling is making sure that we can demonstrate the value of this activation, that we understand what really influenced this activation had overall on our overall engagement, on our overall program strategy, and business. So couple things to keep in mind. Make sure we're defining some goals, some success thresholds so we understand what those are. Make sure we're aligned on the reporting evaluation perspective as well. We know that the report of impact is gonna look a little bit different for what we provide to executives versus back to our ERG leaders and the ERG groups versus what we might be communicating externally around that impact as well. And then let's make sure we're always closing the loop as we publish those results. Right? Making sure that we are thanking our participants, documenting what worked, and as I mentioned, applying those lessons learned to any future work that we might do with these moments that matter. And so with that, Kayla, I think we have one last example to highlight. Yeah. Absolutely. So like Andrew alluded to, impact reporting is an important piece of this equation. Right? Being able to see what that impact was. And personally, as an employee, I love when it's communicated back to me, to be able to see that collective effort and what we were able to accomplish. So there's a couple of tools within Impact Edge that I think are really cool to kind of align to moments that matter reporting. One of those is that charity discovery tool that I alluded to earlier. So we actually built this in partnership with True Impact, and it's a complementary feature in Impact Edge that's all about helping you not only discover new causes, but also assessing the impact that you've had with that specific charity. So outcomes data in here now is powered by True Impact and is predictive, but later this year, it will include verified outcomes data. So we'll be building out an assessment in Blackbaud Verified Network, which if you didn't know, is our free charity portal in partnership with True Impact. And that assessment will help nonprofits report verified outcomes data without adding to reporting burden that we know nonprofits so often feel. So really giving you another tool in your pocket to be able to look at what you've accomplished with the moments that matter, specifically with that partner. So you think about that loop of collaboration and feedback. This is going be a really great tool to help you get aligned with those external charity partners, maybe have them fill out the assessment so that at the end of the day, you can all collectively see that impact that you've made. Andrew also talked about kind of predefining some of those success metrics. And another great tool in Impact Edge is our goals and metrics feature. So this allows you to set different goals across giving, volunteering, combined engagement, and grants management, and then really fine tune those goals within a time frame to say, you know, what did our donation volume look like by this business unit in this region, or how many volunteer hours did we achieve, you know, towards this cause area. So there's some really cool ways to leverage goals and metrics. And then you can kinda see them in this great view where you can see what's on track, what's off track, and what's been completed. So you can kind of keep this catalog of the different goals that you've achieved throughout the year. So another really great tool to help you kind of refine what you're looking for ahead of time and then really collectively see the impact that you've made. So we wanted to say thank you so much for spending this forty five minutes with us to kind of go through this Moments That Matter framework. And we hope that you've walked away with a couple of tips and tricks on the different ways that you can leverage, this framework in your next moment that matters. So cross educating yourselves, your internal peers, collaborating both internally and externally to make sure that that moment is really gonna hit the mark, elevating those stories, communicating to your employees that you can drive really great activation strategies, and then finally closing the loop and evaluating to see what went well and what can be better for next time. So with that, we did have one final poll question. Oh, it looks like I froze there for a second. Andrew, are you able to navigate to the next slide? We are seeing the poll slide. And if you want, I can go ahead and open up the poll right now. So just give me one second. If you don't mind, it is just stuck for me. But we'll launch this last poll. And, you know, at the beginning of today's session, we talked about the challenge. What parts of the framework felt challenging to you? So we just wanted to end and close the loop ourselves with what part of the framework are you most inspired to take back to your programs now that you've had this conversation with us today. So we'll leave that poll up and running, which unfortunately, I cannot see it all at the moment. And that really rounds out our content. Andrew, don't know if you wanted to talk a little bit about our UK summit as we round out today. Yeah, happy to. And as that poll is going, we'll leave it open. I'll stop sharing it. But it is primarily evaluate and activate. That is resonating most, Kayla, just so you know, although educate has just jumped onto the board as well. So good to hear that some of the key components in the framework are resonating. As Kayla mentioned, know we're a few minutes over, but thank you so much for joining us today for this webinar. I know there's lots of opportunities to continue learning with us both online and in person, and in fact many of you are joining for our North America Corporate Social Impact Summit just a few short weeks away in Nashville. In fact, we are managing a wait list because so many folks are excited to come and join us there, which we're excited about. But I also know that many of you globally might have team members that are located in other parts of the world, and we do have a corporate social impact summit coming up for our European folks, which will be happening in London on June 16. And so if you do have any team members that might be interested, we'd certainly encourage them to come join us. This is, again, exclusive in person gathering for CSR or corporate social impact professionals where we're gonna continue to dive deep, not only on the themes of activating these moments that matter framework as we talked about today, but broader strategy and conversations and case studies and examples of work folks are doing across the space as well. So hope you have some folks over there that might be able to join us. And with that, I think we will round it out and just thank you all again for joining us for today's session. Yeah. Absolutely. Have a good one, everyone. Thanks so much.