Client Spotlight: American Society of Civil Engineers- Wisconsin Section

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The new year is here and we are spending some time reflecting on the clients who make up Impact. Today’s client spotlight focuses on the Wisconsin Section of the American Society of Civil Engineers (ASCE-WI). ASCE is one of the largest professional civil engineering networks in the world. The organization provides members with networking opportunities, learning resources, and communication. ASCE welcomes licensed engineers, students, affiliates, and associates. Everyone that is connected to the world of Civil Engineering has something to gain from this association. The organization keeps members up to date on trends and technology in the industry, provides membership discounts, and career development.


ASCE-Wisconsin Section is also heavily involved in the community. Membership dues go towards advocating for improved infrastructure, improving STEM opportunities for students, and providing resources to improve public health, safety, and welfare.


Impact’s Executive Administrator, Heather, provides support for ASCE-WI. Heather aides in managing the organization’s email, providing board support, social media management, conference planning, and more. The collaboration that goes on between Impact and ASCE is something our team appreciates. The open lines of communication allow everything to run as smoothly as possible and keep the partnership growing in the right direction.

To learn more about this organization, visit:

Balancing Life as a Board Member

Associations and nonprofits are typically run by volunteers. This means that those volunteers have full lives outside of their duties within the association including their own career. Juggling both a full-time career and a position on an association’s board can be challenging. Here are a few things to remember when navigating this tricky balance. 


Membership is not all on you. The push for new members and member recruitment is a constant goal of associations. Taking on the task of recruiting new members and pushing for current members to stay is a part of being on the board. This job, however, does not fall solely on one person. It is each person’s responsibility as a part of the association to recruit and retain. Doing this, keeps the organization running and allows the organization to fulfill its mission. It is important, however, to be mindful of your interactions with current and potential members. Each interaction could be the deciding factor on whether that member joins or stays in the association. Maintaining a positive attitude and friendly demeanor could be your organization’s selling point.  


Build Relationships. Understanding your members, potential members, and community will set the groundwork for your association’s success. Building these relationships will ensure a sense of trust and will provide you with a set of resources. Connect with people on social media, reach out personally if you have built a strong enough relationship, and maintain the relationship even if it seems like it is no longer beneficial to you. 


Keep learning. As a board member, it is essential to keep learning everything you can about the industry as well as the role you are in. Learning more about the association is only going to make you more knowledgeable and successful. This allows you to run the association efficiently and the ability to teach others more about the industry as well. Keeping up on industry news or advice on how to better your association will better you as a leader. 


Reaching a Larger Audience through Blogs

Blogs are becoming more and more relevant in today’s culture. Companies and associations are using blogs as a form of marketing. By providing useful information on blogs, the target audience is interested in the material and will be more likely to find use out of the organization. If your company or association already has a blog, here are a few ways to increase your blog’s following. 


  1. Use key words. In your blog title, try to include key words that will attract the people you are targeting. It is important to keep it short and possibly even indicate that the blog is short by stating something like, “3 Tips on Networking.” People will be more likely to read the blog if they feel it is something they can quickly glance over and retain. 

  2. Repurpose your blogs. If your blogs have important or useful content, do not be afraid to reuse them on other platforms. Some options would be to include the information in a newsletter, social media posts, handouts, and back-linking. Reiterating the content will drive the point home, however, it is important to make sure this is not overdone. New content is necessary to keep people coming back for more. 

  3. Submit your blog to industry related websites. Larger websites related to industry news produce new content regularly. By submitting your blog, you are lessening the work on their end and handing them a piece that is useful and interesting to their target audience as well as yours. 


Growing your following is an important step in growing your audience’s awareness of your organization. With that being said, hop on the blog train and reach as many people as you can! 

Capturing our Experience: Personify Connections

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A couple of weeks ago, one of our team members had the opportunity to attend Personify Connections. This event was hosted by Wild Apricot and Personify in Chicago. The event included a half day lunch and learn sessions with a primary focus on Personify. Two of the learning sessions stuck out to our team member, “Talkin’ about my Generation” and “5 Habits of Highly Engaging Organizations- Membership Expert, Joy Duling.” Here are a few tidbits learned from those sessions. 

“Talkin’ bout my Generation” 

This was a useful session that took the time to break down the generations, giving an overview of how they like to learn and where their loyalties fall.  

Boomers: (1946-1964): This generations is known as the “I’m in it for me Boomers”. They put themselves first and want to know what they are going to get out of a situation. The Boomers top 3 donations go towards local social, worship, and health.  

GenX: (1965-1980): GenX is defined as the lost generation or the slackers. They are the first generation of latch key kids and divorce. They are also responsible for 45% of technology start ups. They are currently in their prime earning years. GenX top 3 donations go towards health, local social, and animal. 

Millennials: (1981-1996): Millennials experienced the major shift in technology. They are immune to traditional marketing due to growing up with cable, internet, and social media. They also tend to be less brand loyal. Millennials also appear to be the most willing to give back. 46% of Millennials would prefer a donation over a birthday gift. Their top 3 donations go towards worship, children, and local social. This generation of giving back is the perfect one to target for associations. 

GenZ: (1997-2012): GenZ is more creative and open minded. They have never known a world without internet and tend to show signs of depression or withdrawal if their phones are taken away. Many were not alive during the country’s cultural shift on 9/11.  This generation’s top 3 donations go towards children, animal, and health. 


“5 Habitats of Highly Engaging Organizations-Membership Expert, Joy Duling” 

The next session focused more on engaging members. It provided a clear break down of how to reach those members and keep them involved in the organization. 

  1. Always listening. It is important to actively listen to what members want. Question how and how often you build listening opportunities? What happens afterwards? How is that put into practice? Evaluating this, can lead to a more open line of communication. 

  2. Continuously see possibility. See a better future ahead for your members and share your vision with members. Keeping members focused on that future, encourages them to get involved in making that future a reality. 

  3. Show up. Include hosts, announcers, researchers, and agents in your events and meetings for members. This will provide them value for their membership and keep them interested what the association is working towards. 

  4. Intentional activity. Make sure the activities provided for members are useful and engaging events. This could be done through subcommittees, interest groups, personalized emails, or event experience. Create different tracks for different types of members to keep them all engaged. 

  5. Connect. Meaningful connections online and offline are great ways to keep members involved. Prioritize, plan, and pursue 

Overall, this event was extremely informative and helpful in understanding the different age groups and how to engage those groups in your association. Our team will definitely be attending this event again!

Client Spotlight: The American Society of Interior Designers

This week’s client spotlight is a unique one. On this blog, we are taking a closer look at not one, but two chapters that we support. The American Society of Interior Designers (ASID) promote the value of interior design through education and advocacy in order to promote the profession of interior design and spread the word of their passion. 


At Impact, we support the ASID California North and ASID Wisconsin chapters. These chapters are unique yet working towards a common goal. ASID’s mission to advance profession and communicate the impact of interior design to enhance the human experience guides their efforts and hard work. It is evident that each chapter is working towards this vision by providing resource centers full of information on the industry, awards and honors that shine light on distinguished individuals, a voice on behalf of designers with the government, and networking events. The opportunities provided by ASID to their members are endless. 


Learning about the interior design world has been a fun ride for Impact and our team is excited to continue to help these chapters grow. Our team supports ASID California North and ASID Wisconsin through email management, financials, meetings and events, social media, and website management. Being a part of making such an outstanding organization expand is a privilege. We are eager to learn more and more about these organizations, as well as to see what 2019 holds for them.

Becoming a Nonprofit Organization

It is important for organizations to make a profit, in order to fulfill its mission. Even if a nonprofit organization makes a profit, it has no owners and all funds go back into maintaining the organization. Organizations may file for a nonprofit status through the Internal Revenue Service (IRS) to receive tax-exempt benefits.

Organizations have the opportunity to incorporate as a nonprofit in any state. The rules to incorporate vary from state to state, but each state requires Articles of Incorporation. Within the articles the organization must state its registered agent and office to receive legal notifications. The address must be a physical address in your state and not a PO Box. If you do not wish to list a home address, there are registered agent services available to receive legal notifications. Contact your state office to learn more about the requirements to incorporate.


The Articles of Incorporation also includes the federal tax-exempt status the organization will file to become tax-exempt under the Internal Revenue Code. A list of these codes are located at:


Even though this list includes several codes to file a 501 (c) tax-exempt status, the most common filings include 501 (c)(3) and 501 (c)(6). Organizations filing as 501 (c)(3) are identified mainly as charitable, but include religious, educational, scientific, literary, testing for public safety, to foster national or international amateur sports competition, or prevention of cruelty to children or animals organizations. The main purpose of these organizations is to benefit the public. Organizations may apply for a 501 (c)(3) status if they are either a public charity or a private foundation providing charitable goals.  A key component of an organization maintaining a 501 (c) (3) status is offering donors a tax deduction.


Limitation to a 501 (c)(3) is political activity. A 501 (c)(3) is not allowed to participate in any political activity. However, an organization that is not a private foundation or religious may apply for a 501 (h) election when filing a 501 (c)(3) application and participate in limited lobbying.


Even though 501 (c)(3) organizations may have members, another option is 501 (c) (6).  This status allows organizations to be politically active to promote the mission of its members’. Donations are not tax deductible, but the 501 (c)(6) organization does not rely on donations to run the nonprofit. These organizations include business leagues, chambers of commerce and real estate boards, among others.


Organizations should contact an attorney specializing in nonprofit law with any questions and preparing the filing for nonprofit status.

Client Spotlight: Association for Talent Development- Central Indiana Chapter

It’s a new week and we are rolling out the red carpet for another one of our deserving clients, the Association for Talent Development- Central Indiana Chapter (ATD-CIC). This organization’s mission is to,
“Empower professionals to develop talent in the work place.”  ATD-CIC provides opportunities and resources in order to support talent development among professionals in Central Indiana. The association offers research, webcasts, books, events, and educational programs. These resources allow members to grow, learn, and connect enhancing their professional lives.


ATD is beneficial to varying groups of people. Whether you are fresh out of college and starting your career or you have 40 years of experience under your belt, this association has something to benefit everyone. There is always room to learn and work on bettering yourself.


ATD-CIC’s vision to create a world that works better, is something that guides our support at Impact. Impact Services aides ATD-CIC through membership management and communication, website updates, and event management. Our team works hard to provide members with excellent communication and the resources they need right at their fingertips. We are pleased to spread the message of this organization and partnership.


To learn more about the Association for Talent Development-Central Indiana Chapter visit:

How One Acronym Can Make All the Difference

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The Wisconsin Society of Association Executives (WSAE) held the WSAE Summit last month in Madison. Impact participated by sending one of our executive administrators, Tammy. Tammy reported back that the event was filled with useful learning sessions as well as networking opportunities. From this event, Tammy had one major takeaway, everyone needs micro goals. The keynote speaker, Connor Cunneen, emphasized an acronym, C.H.A.P.S, to live by in both work and your personal life to create those micro goals.


C- Compliment one person each day. This sets a positive attitude for both people involved. Setting that tone can lead to a more efficient working relationship and work environment.


H- Hear the words “Thank You.” If you do something nice for someone, it is important to slow down to hear their thank you. This will help you to keep in mind that your work is important and making an impact. This can keep you motivated to provide your best work again and make you feel fully appreciated.


A-Address colleagues, members, and customers by name. The most impactful word to someone is their name. If you are trying to make that person feel important or attempting to get a point across that you do not want them to forget, add their name to the sentence. It will stick with them and emphasis the point you are intending to make.


P-Positive. Use one positive word in each conversation. Delightful, Friendly, Amazing, Brilliant, Bubbly are examples of words that have a significant impression on the person you are speaking with. Adding those words in while giving constructive criticism can also help ensure that the person hears your message rather than shutting down to the negative feedback.


S-Smile. Put a smile on one person’s face each day. When you make someone smile, you in return smile. Create a positive atmosphere and bring a little joy to days that can often blur together with busy schedules and routine.


Living by the CHAPS acronym can make a difference in relationships in all areas of your life. Building those relationships adds to both your success and happiness. This way of thinking is one that we are excited to begin incorporating into our culture at Impact Services.



Client Spotlight: Wisconsin Rural Opportunities Foundation

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As the end of year approaches, we are continuing to take a closer look at the clients that have made our year a success. This week we are giving some love to a local organization that we support, the Wisconsin Rural Opportunities Foundation or WROF. This foundation works to provide endowment earnings and gifts that support educational opportunities for rural Wisconsin citizens at a vast variety of education institutions throughout the State of Wisconsin.


The goal of WROF is to invest in the education of people from rural Wisconsin, so they in return, can make a difference in the economic health and quality of life in their rural areas. WROF provides opportunities for a variety of paths including nurse practitioners, medical doctors, farmers/producers, veterinarians, educators, and skilled labor. The organization understands the importance of supporting their local community and how investing in future generations is the way to do that.


Impact Services handles the administrative side of WROF through email correspondence, social media, database management, and more. As a Madison based company, we could not be happier to support this fantastic group knowing that is making a difference in our community. We are excited to see what this next year holds for the Wisconsin Rural Opportunities Foundation.

Making Your New Members Feel Welcomed


Associations are always on the lookout to recruit new members. Making those new members feel welcomed and excited about their membership is an important step in retaining those members in the future. It confirms that their decision to join was the right one. Creating a welcome packet for new members is a great way to do just that! Here are a few ideas of what to include in your new member welcome packets.


  • A personalized letter welcoming new members is a great way to make initial contact.  It will make the new member feel important to the organization and feel as though their membership is an exciting asset to the association.

  • When greeting your new member, make sure to include a calendar of upcoming events. This will put the new member in the loop immediately and ensure involvement. Keeping them involved is key to retaining them in the future.

  • Provide your new member with information on benefits they will receive as a member. Include resources, perks, fun aspects of being a member. This will help raise enthusiasm about being a member and potentially lead to more recruitment through your new member.

  • Pile on the free stuff. Load up your new member with t-shirts, water bottles, stickers; you name it, they will take it! Providing these goodies is an easy way to not only make your new member happy, but also market your association and raise awareness.

  • Finally, don’t forget to include information on dues! Provide instructions on how and when to pay dues. Try to make this side of membership easy and stress-free for your new member. It is not going to be their favorite part of membership, but making it a simple task will keep their distaste for it at a minimum.


Making your new member feel welcomed will go a long way towards their future with the association. It is important to invest the time, money, and resources into this

Client Spotlight: Intrepid Wealth Partners, LLC

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This week, we are zooming in on another one of our clients, Intrepid Wealth Partners. Intrepid Wealth Partners, LLC provides financial and investment planning for entrepreneurs, founders, and business owners. The company also provides insurance solutions, as well as, portfolio and retirement income planning. Intrepid Wealth is centered around its’ passion to help people enjoy their lives more thoroughly by providing financial planning.  This passion is what makes Intrepid Wealth unique in its’ industry.

Derek Notman is the founder and CEO of Intrepid Wealth Partners. Derek is a Certified Financial Planner who puts his clients needs and interest above anything else. He has a unique approach to his work and a strong relationship with his clients. His mission to help others live a more comfortable life through financial planning is one that we respect and happily support.


Impact works closely with Intrepid Wealth Partners through email management, conference calls, customer work, and more. Our team member, Ashley Cortino, keeps up with the tasks and responsibilities of Intrepid Wealth and we could not be more proud of the work that goes into this client.


If you would like to learn more about Intrepid Wealth Partners, head to their website.

Client Spotlight: National Association of Professional Mortgage Women

At Impact Services, we are partnered with many hard-working and successful organizations. We believe those organizations deserve recognition for the causes they stand behind, and the work they are putting in for their community. This week we are taking a closer look at the National Association of Professional Mortgage Women (NAPMW).


NAPMW strives to provide advancement of women in mortgage related professions by providing them with development opportunities including the categories of personal, business, and leadership. This association provides those opportunities through networking events, leadership positions, and education on how the industry is evolving.


The National Association of Professional Mortgage Women has a long history that dates back to 1964. Over time, the association has made efforts in maintaining high standards of profession, equal recognition for women, and encouraging women to choose the path of mortgage banking as their career.  


Impact works first hand on administrative tasks, annual reports, social media, event management, board meetings, and more for NAPMW. This gives us an up-close look at the efforts being made and a deeper understanding NAPMW’s vision. As an all-female association management company, the Impact team enjoys supporting an association that builds up and supports women as much as NAPMW.

To learn more about NAPMW and their mission you can head to their website:


Social Media Expectations from Association Members

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In a world where social media is relevant in both my personal life and business, it is easy to lump the two into the same category. If you already know how to handle social media for yourself, you may assume the same concepts apply to your business or association. This, however, could not be further from the truth. Because it can be hard to separate the two, I decided to watch a webinar on social media and learn more about how the two are separate and what your audience is looking for in your social media platforms. I watched Sprout Social’s webinar on the Evolution of Social Media.

The webinar was very informative and provided many insights on how to better manage social media with a business mindset. I came away from the webinar with two takeaways that relate closely to working with associations. I learned how important it is to be transparent and authentic when posting as well as the effectiveness of employee advocacy.

Followers have transitioned over time as to what they are looking for from an association’s social media. This transition has moved the way companies and associations are speaking with their audience. The platforms started as a way for the association to talk to members and simply have them listen, to a more dynamic relationship between the two. The number one thing that followers are looking for in brands is a sense of authenticity. If you are an association, your primary goals are to make money for the cause and recruit new members. Trying to hide the fact that you are doing this, can come across as misleading. This can be handled by being upfront about the fact that you need money and new members while ensuring the audience that it is for a good cause. Going over why the association is in place and the difference it can make will make members feel as though you are being transparent and honest, therefore, making them more apt to donate.


The webinar also talked about the importance of employee advocacy including a company’s CEO. This concept can also be applied to an association. Involving board members on social media is an effective way to show people who is behind the association and proving that these members believe in it. It not only makes the association more open but also allows another form of marketing on social media for the association. When board members post or share content about the association, they are reaching more people and spreading the message further.


Understanding how social media evolves and what your members expect from you allows you to utilize the platforms in a cheap and effective way.

Utilizing TechSoup for your Nonprofit


TechSoup is a nonprofit network of non-government organizations that provides technical support and tools to other nonprofits. The company saw the need for this support within organizations and provided it though webinars, forums, and other resources. Our team at Impact Services has found many benefits while using the program including the following.

  • Just snap a photo! TechSoup allows you to capture receipts on your phone, making it quick and convenient. This feature keeps things consistently up to date no matter where you are.

  • Minimize data entry. With TechSoup, you can automatically download bank and credit transactions. This can be a huge plus for nonprofits considering the amount of money coming in and out and the added stress it puts on the administrator.

  • Work from anywhere. The program allows you to work from PC, MAC, a smartphone, or tablet. This eliminates the hassle of switching back and forth, as well as, allows you to work anytime. If you have a spare moment, you can turn it into a productive time for getting things done! Think of all you can get done waiting in a doctor’s office or in that dreaded car rider line at your child’s school.

  • Instant access. TechSoup also has instant file access for your accountant. This can make tax time a little bit less stressful.

Impact Services is loving TechSoup and all it has to offer. Implementing it with our clients has made tasks more efficient and less costly which is what we strive for with all of our associations.

Upping Your Association's Facebook Game


With social media always evolving, it is important to keep up with where your audience is and how to effectively reach them. Although new social platforms have come out over the past few years, Facebook has remained stable. Attracting and engaging your audience can be difficult at times, so here are a few tips on how to do just that!

  1. Make your page valuable. As an association, use the Facebook page to inform the audience. This can be about your specific association, industry related articles, and more. Sharing blog posts, webinars, and upcoming event information are all ways in which you can inform the readers and keep them coming back for more.

  2. Do not underestimate the value of visuals. Both photos and videos draw in the most impressions on posts. They are interesting to the member and provide both entertainment as well as information. If you are hosting an upcoming event, try having a board member explain the perks of attending that event. This can be done through Facebook live or uploading your own edited version. This allows members to see the page as a resource for information.

  3. Create calls to action. It is important for members of an association to feel valued. By giving members an action to complete, you are making them an active member with a purpose. This can be done by posting polls and surveys related to the association or the industry, sharing links, as well as sending members to your own website.

If you are still looking for more tips on engaging your audience on Facebook, head to Wild Apricots blog, Facebook: The 5 Best Ways to Promote Your Organization. Keeping up with these trends is important in drawing in new members and retaining the ones you have.

Say Hello to Pharos Alliance!


November 6, 2018, Madison, Wisconsin –Impact Services (Impact) is honored and excited to announce the signing of Pharos Alliance as their newest client.   


“Our team is ecstatic about our newest partnership with Pharos Alliance. The values Pharos Alliance hold and the support they give other businesses is something we can relate to at Impact. We believe this partnership is one that will continue to grow into something great,” adds Jodi Fisher, CEO, Impact Services


About Pharos Alliance

Pharos Alliance is an executive advisory firm that specializes in strategic planning, organizational and leadership development for entrepreneurial organizations. The team at Pharos Alliance feels that if a business has a need, they have a solution. Pharos Alliance has done everything from helping a business establish a new culture and set of values to taking on leadership changes. This firm can handle it all.



Dr. Lisa Aldisert, Pharos Alliance President


About Impact Services  

Impact Services was founded in 2006 by Jodi Fisher, and since then they have successfully supported many Associations in growing and increasing profits and memberships. Now expanded into a robust team, Impact consists of Social Media experts, Non-Profit Administrators and Executive Administrative Assistants with impressive backgrounds in Association support, small business operations and international corporations.  Their mission is to provide customized, efficient, and forward-thinking association management services to small and medium sized Associations with a highly skilled, dedicated team of Executive Administrators. 



Impact Services 



Dealing with Spooky Scammers

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Over the past couple of months, our team at Impact, has noticed several scam emails filing in from various unknown sources.  After doing further research, we noticed this was a trend among many associations and association management companies. These fraudulent emails often came with the request of a money transfer. Keeping money in the correct hands is incredibly important and because of this, we have created a list of tips to help associations keep an eye out for suspicious emails and scams.

  • Look at the email address of the sender. If the email is unfamiliar or appears odd, this should be your first red flag.

  • Pay close attention to messages during times where money is already being transferred. If your association is dealing with an upcoming event, membership renewals, or other busy times, make sure that nothing fishy passes under the radar. This is a prime time for scammers to target associations.

  • Alert other association members and leaders. Scammers can often use a leader’s name or email to send the request. Talking with the person in charge can clarify whether the email is from them and can spread the word of the issue. This can help to further prevent the problem in future cases.

Keep an eye out for scam emails and follow our tips or it just might come back to haunt you!


Evaluating and Increasing Fundraiser Participation

Getting people to participate in fundraiser events can often feel like pulling teeth. Understanding what motivates people to participate, why those who choose not to attend opt out, and what could push people to participate in future events are key components in increasing future participation. Here are a few ways to encourage involvement.

1.       Widening your reach. One primary cause for people not attending fundraising events is simply because they did not know about the event. It is important to look at your current marketing strategy for events and see where the plan could be better. Some solutions to this would be to be more active on social media, in the community, or building partnerships with other companies or associations.

2.       Spreading your mission. Making the cause of the fundraiser known is vital. The cause of the event can be a strong driver in participation. Emphasizing the cause in marketing messages will make people feel that their time and money are worth it. This can be done by showing who or what they money raised will be going to after the fundraiser.

3.       Creating a unique experience. Another important motivator for participation is creating an enjoyable and unique experience. Being innovative engages your audience and makes them more likely to participate. If you are stumped on ideas, we suggest 200+ Fundraising Ideas Proven to Raise More Donations For Your Cause.

4.       Bring a friend. Encouraging people to bring a friend to the event, not only increases participation, but also makes people more likely to go. Having someone to go with and socialize with makes the experience more fun and comfortable. Setting up a Facebook page for the event is a great way for participants to see if anyone else they know is going.

Improving marketing messages and creating a unique experience for participants can lead to a successful fundraising event. These small adjustments can lead to a bring return for your association.