A Modern Nonprofit Podcast

Tosha Anderson teams up with Cindy Wagman, Founder of the Fractional Fundraising Network to unpack what it means to hire a fractional executive. From navigating scope creep to knowing when your org is truly ready, this episode reveals everything nonprofits need to know before diving into the fractional model. Get real talk, expert insight, and practical advice on bringing strategic leadership to your team—without the full-time hire.Full episode recap here!Connect with Cindy WagmanLinkedInWebsite: https://www.nonprofitfractionals.com/ & https://www.fractionalfundraising.co/waitlistCheck these out on our website next: The Difference between a Bookkeeper, an Accountant, and a CFODo You Need a Nonprofit CFO? 

Does your training actually stick? Or does it feel like you're checking a box no one remembers a week later? In this episode, Tosha Anderson and Dr. Carrie Graham break down what real learning looks like for nonprofits. With the E-R-A training method—Engagement, Retention, Application—you'll learn how to build budget-friendly training that improves performance and morale. Whether you're a nonprofit executive or team leader, this episode is your blueprint for better staff development.Connect with Dr. Carrie GrahamLinkedIn: https://www.linkedin.com/in/drcarriegrahamYouTube: https://www.youtube.com/@drcarriegrahamInstagram: https://www.instagram.com/drcarriegrahamWebsite: https://www.drcarriegraham.comFollow Us Online

Your nonprofit's books might be messier than you think—and that mess could be costing you funding, credibility, and compliance.In this episode of A Modern Nonprofit Podcast, Tosha is joined by Nancy Fussner, Director of Onboarding at The Charity CFO, to break down the five biggest red flags she sees when reviewing nonprofit books—and how to clean them up fast.From mismatched bank balances to miscategorized expenses and confusing financials, Nancy shares real-world examples and practical fixes that can help you tighten your accounting and build trust with your board, funders, and team.If you've ever felt uncertain about your reports, unclear about your chart of accounts, or just want to make sure your books are actually audit-ready, don't miss this episode.Tied to The Charity CFO Financial Blueprint principles #9 (Monthly Reconciliations & Reports), #20 (Multi-Dimensional Accounting), and #23 (Diffused Responsibility).Grab your free blueprint here.Get in Touch with Nancy and The Charity CFO Team here. What to watch next…Are You the Problem? Change Happens through Strong Nonprofit LeadershipFollow Us Online Stay connected and get more exclusive content

Grant writing doesn't have to feel like a nonstop emergency. In this episode of A Modern Nonprofit Podcast, Shoshana Grossman-Crist shares the six essential functions of a successful grant team, how to organize internal workflows, and systems to increase sustainability and reduce stress. Tosha and Shoshana offer practical advice for nonprofits of every size to build better grant operations and avoid common mistakes.Connect with ShoshanaWebsite: https://www.socialimpactcompass.com/?utm_source=A_Modern_Nonprofit_Podcast&utm_medium=podcast&utm_campaign=InterviewsLinkedIn: https://www.linkedin.com/in/shoshanagrossmancrist/Follow Us Online

Tired of scrambling for funding? There's a better way.In this episode of A Modern Nonprofit Podcast, host Tosha Anderson talks with Mandy Moody, CEO of ODEO Consulting and author of The 4P Formula, about how nonprofits can stop fundraising on autopilot and start raising funds with strategy.Mandy breaks down her 4P approach—Problem, Program, Plan, and Purposeful Investment—and how it's helped organizations grow from $750K to $2M by building clear, aligned, and fundable messaging and systems.Whether you're leading your first campaign or trying to scale with less stress, this episode is packed with actionable insights and tools to help you clarify your ask and deepen donor relationships.

Is your leadership holding back your nonprofit?In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and CFO Theresa Guest (advisor to dozens of nonprofit clients) dig into the uncomfortable truth: sometimes the biggest obstacle to transformation is at the top.From CEOs who delegate without accountability to those who avoid making the tough calls, Tosha and Teresa break down real leadership pitfalls—and the practical systems needed to fix them. If your nonprofit is struggling with team alignment, financial compliance, or strategic execution, this episode is a must-listen.Whether you're a CEO, board member, or department leader, you'll walk away with new insight into how to lead more effectively and create sustainable change in your organization.

Is your nonprofit's website actually working for you—or just taking up digital space?In this episode of A Modern Nonprofit Podcast, Tosha talks with Lou Kotsinis, CEO of BCS Interactive, about the biggest shifts in nonprofit digital marketing and website strategy.Lou shares why the traditional “drive traffic to your site” model is outdated—and what to do instead. You'll learn how to rethink your website's role, how AI tools like ChatGPT are reshaping discovery, and why nonprofit leaders must stay close to the storytelling process.This is a must-listen for anyone looking to improve their website, clarify their message, and build a smarter digital presence—without getting overwhelmed by the latest trends.What you'll learn in this episode: ✔️ Why your website is no longer the star of your marketing ✔️ What “zero-click marketing” means for nonprofit strategy ✔️ How AI search tools are changing how people discover causes ✔️ Why the CEO must be involved in messaging—even if marketing is outsourced ✔️ How to simplify your story and tell it across multiple platformsConnect with Lou Kotsinis:

Are you using 10 different platforms just to manage your nonprofit… and none of them connect? In this episode of A Modern Nonprofit Podcast, Tosha is joined by David Watters, CEO of Simple & Engaging, to talk automation, integration, and why tech doesn't have to be so overwhelming.From using free tools to automating the unglamorous work, Tosha and David reveal how modern nonprofits can reduce burnout, improve data integrity, and finally get their software stack to play nice. This episode is packed with real-life solutions to the tech headaches every nonprofit leader knows too well.

When should your nonprofit team know the financials?In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Pat Fisher (CFO to 35+ nonprofit clients) explore the why, when, and how of internal financial transparency.From diffusing financial responsibility to avoiding knowledge bottlenecks, Tosha and Pat break down real examples, common pitfalls, and practical steps for giving your team the financial visibility they need—without handing over the keys to the kingdom.Whether you're a CEO, program director, or finance lead, this episode will challenge how you think about budgeting, reporting, and building trust with your team.

In this episode of A Modern Nonprofit Podcast, Tosha sits down with Seth Donlin, a marketing and communications coach for nonprofit and for-profit leaders, to talk about why personal branding matters more than ever for nonprofit professionals.Even in a mission-first world, people still give to people. In this conversation, Tosha and Seth break down why your personal story isn't a distraction—it's one of your most powerful tools for trust, connection, and long-term donor engagement. If you've ever felt unsure about showing up online, building your personal brand, or sharing more of you in your leadership role… this episode is a must-watch.Here is where to connect with Seth Donlin and learn more about his work:

Audits don't catch fraud. At least, not the way most nonprofit leaders think. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with audit expert Jason Kruger to expose the blind spots in financial oversight that put organizations at risk. From recession-proofing strategies to common fraud red flags, Jason shares how nonprofit leaders can take control of their finances, strengthen internal controls, and avoid the devastating financial losses that stem from poor oversight.If you think fraud isn't happening in your organization, think again. Tune in to learn how to spot the warning signs, set up safeguards, and ensure your nonprofit's finances are airtight—before it's too late.Get in Touch with Jason Kruger here!And Jason's website here!What to watch next…3 Types of Nonprofit Fraud to Watch Out for Today The Truth About Nonprofit Audits What's new on our website?Check out The Dual Purposes of Accounting and Fundraising SoftwareFollow Us OnlineStay connected and get more exclusive content on:Website: https://www.thecharitycfo.comInstagram: @thecharitycfoFacebook: https://www.facebook.com/thecharitycfoLinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=allTikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8yApple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310Get InvolvedStay Connected: {insert Newsletter landing page link}Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video!Explore A Modern Nonprofit Podcast [under show a thumbnail to our podcast playlist]Join our Newsletter & never miss out!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here.

In this episode of A Modern Nonprofit Podcast, Tosha sits down with Sandra Torre, President & CFO of LAVIDGE, to talk about the power of corporate philanthropy. Sandra shares how her company built Impact, an award-winning corporate giving program, and why businesses should prioritize employee-driven community engagement.Her insights will help nonprofit leaders connect with corporate partners and give business owners a blueprint to launch their own volunteer programs.Here is where to connect with Sandra and learn more about LAVIDGE:

In this episode of A Modern Nonprofit Podcast, Tosha peaks with James Misner, founder of The Kipos Group, about the financial mindset shifts nonprofits need to thrive. Many organizations try to cut costs as a strategy for stability, but is that the right approach? James shares insights on why saving alone won't lead to financial health—and what nonprofits should do instead.Connect with James Misner:The Kipos Group WebsiteAnd find him on LinkedIn: https://www.linkedin.com/in/jamesmisner/Check This Out Next:9 Fundraising Ideas for NonprofitsStay in the KnowWant more expert insights on nonprofit finance, fundraising, and leadership? Subscribe to The Charity CFO newsletter and get actionable strategies delivered to your inbox!

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Drew Reynolds, Principal Consultant at Common Good Data, to explore the critical intersection of data, storytelling, and fundraising in the nonprofit sector.You can connect with Drew at his website here: https://www.commongooddata.com/And find him on LinkedIn here:   / drewdreynolds  What's new on our website?Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-m...Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook: / thecharitycfo LinkedIn:   / the-.  .TikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXP...Apple Music: https://podcasts.apple.com/us/podcast...Get InvolvedSubscribe for more videos: Don't forget to hit the bell icon so you never miss a video!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson is joined by Erin Straza. The discussion centers around the crucial topic of making an organization's mission compelling and irresistible to donors, offering valuable insights for nonprofit leaders and fundraising professionals.Erin begins by emphasizing the paramount importance of mission clarity. She notes that many nonprofits struggle with articulating their mission clearly, especially as their programming becomes more complex over time. A clear, compelling mission that donors can easily understand is fundamental to successful fundraising efforts. Erin stresses that this clarity should permeate all aspects of the organization, from internal communications to external marketing materials.Erin is the CEO and Chief Donor Engagement Strategist for NonprofitsYou can learn more about here work at https://erinstraza.com/ and connect with her on LinkedIn: https://www.linkedin.com/in/erinstraza/What to watch next…Episode 110: Engaging Donors Through Impact: https://www.youtube.com/watch?v=vJKxlKAAQoMEpisode 96: A Compelling Vision for your Nonprofit: https://youtu.be/HGhq9v1MT7QWhat's new on our website?Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-mission-with-human-centered-leadership/Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook: https://www.facebook.com/thecharitycfoLinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=allTikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8yApple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310Get InvolvedSubscribe for more videos: Don't forget to hit the bell icon so you never miss a video!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones, CEO and Founder of SureImpact, to discuss how nonprofits can leverage data to better engage donors and stakeholders.Sheri highlighted a significant shift in the nonprofit world over the past two decades. What was once seen as a luxury - the ability to measure and evaluate program impact - has now become an expectation. Donors across the board, from individual philanthropists to government funders, are thinking more like impact investors. They want to see quantifiable evidence of how their contributions are creating social change.Learn more about Sheri and Sure Impact Here:  / sherichaneyjones  https://www.sureimpact.com/What to watch next…Episode 106: Balancing Mission with Human-Centered Leadership   • Episode 105: Balancing Mission With H...   Episode 107: Scaling a Nonprofit:   • Episode 107: Scaling a Nonprofit: Les...  What's new on our website?Accounting as a Shared Responsibility:https://thecharitycfo.com/accounting-...Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook:  / thecharitycfo  LinkedIn:https://www.linkedin.com/company/the-...TikTok: @thecharitycfoSpotify:https://open.spotify.com/show/6hofQXP...Apple Music:https://podcasts.apple.com/us/podcast...Get InvolvedSubscribe for more videos: Don't forget to hit the bell icon so you never miss a video!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here:https://thecharitycfo.com/contact/

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson met with Brandon Peacock, founder of Hit The Ground Running, a charity dedicated to supporting trauma survivors. Brandon's story is one of incredible resilience, transformation, and a commitment to making a positive impact on the world. Key Takeaways: 1. Personal trauma can be a powerful catalyst for positive change and social impact. 2. Quality rehabilitation support is crucial for trauma survivors but often lacking in current healthcare systems. 3. Overcoming PTSD and mental barriers requires courage, determination, and sometimes unconventional approaches. 4. Running a nonprofit demands full commitment and can blur the lines between personal and professional life. 5. Social media can be a powerful tool for raising awareness and funds for nonprofit causes. 6. Balancing organizational growth with maintaining focus on core mission is crucial for long-term success. Learn more about Brandon's story and Hit the Ground Running Here: https://www.htgrcharity.com/brandon-p... What to watch next… Episode 106: Balancing Mission with Human-Centered Leadership https://www.youtube.com/watch?v=p8ev9bT-AHo&feature=youtu.be Episode 107: Scaling a Nonprofit: https://www.youtube.com/watch?v=maLPOphQ9pM&t=126s What's new on our website? Accounting as a Shared Responsibility: https://thecharitycfo.com/accounting-... Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook:   / thecharitycfo   LinkedIn: https://www.linkedin.com/company/the-... TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXP... Apple Music: https://podcasts.apple.com/us/podcast... Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In this Episode of A Modern Nonprofit Podcast, host Tosha Anderson met with Howard Levy, branding and marketing strategy expert from Red Rooster Group. Howard emphasizes that with approximately 1.6 million nonprofits in the United States - nearly double the number from 30 years ago - organizations need to stand out in an increasingly crowded field. About Howard Levy: Howard is a brand strategist, award-winning creative director, marketing, and fundraising expert with a 30-year track record of helping organizations revitalize their brands, engage their audiences, and raise more money. Find out more about Howard: https://redroostergroup.com/ https://www.linkedin.com/in/howardadamlevy/ What to watch next… Episode 106: Balancing Mission with Human-Centered Leadership https://www.youtube.com/watch?v=p8ev9bT-AHo&feature=youtu.be Episode 97: How to Scale a Nonprofit: https://www.youtube.com/watch?v=i4iw33f5gC0 What's new on our website? Accounting as a Shared Responsibility: https://thecharitycfo.com/accounting-as-a-shared-responsibility-why-the-most-effective-nonprofits-share-financial-management-across-leadership-teams/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In this Episode of A Modern Nonprofit Podcast, host Tosha Anderson met with Quilen Blackwell, president and co-founder of Chicago Eco House, to discuss his journey in scaling a nonprofit organization. Blackwell's story of transforming vacant lots into thriving flower farms offers valuable insights for nonprofit leaders looking to grow their impact. About Quilen: Quilen Blackwell is the president and co-founder of the Chicago Eco House, whose mission is to train inner city youth in sustainable social enterprises to alleviate poverty. The Chicago Eco House's signature program is Southside Blooms, an off-grid flower farm youth social enterprise where participants convert vacant lots into commercial flower farms using solar powered rainwater irrigation. This creates jobs for young people on the south and west sides of Chicago. Find out more about Quilent and his mission: outreach@chicagoecohouse.org southsideblooms.com/ outreach@chicagoecohouse.org southsideblooms.com/ https://www.facebook.com/SouthsideBlooms/ https://www.instagram.com/southsideblooms/ What to watch next… Episode 106: Balancing Mission with Human-Centered Leadership https://www.youtube.com/watch?v=p8ev9bT-AHo&feature=youtu.be Episode 97: How to Scale a Nonprofit: https://www.youtube.com/watch?v=i4iw33f5gC0 What's new on our website? Accounting as a Shared Responsibility: https://thecharitycfo.com/accounting-as-a-shared-responsibility-why-the-most-effective-nonprofits-share-financial-management-across-leadership-teams/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson is joined for a second time by Paul Morris of Auxilia. Paul is the Executive Fundraising Coach at Auxilia, and in this episode discusses the connection between fundraising and finance. Too often, nonprofits view these two functions as competing. Either we're focusing on big dreams and fundraising, or we're tightening up and focusing on budget. But the truth is, you need both functions working hand in hand to truly thrive. Find out more about Paul and Auxilia: https://www.theauxilia.com/ https://www.linkedin.com/in/paulfmorrisore/ What to watch next… Episode 93: Paul's first appearance: https://www.youtube.com/watch?v=rP8CVHeaxBo&feature=youtu.be Episode 99: Ultra High Net Worth fundraising tips: https://www.youtube.com/watch?v=nL-TbFOzm3U&feature=youtu.be What's new on our website? Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-mission-with-human-centered-leadership/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson explores Human-Centered Leadership with special guest Kathryn Hoffman. Kathryn is the CEO of the Minnesota Center for Environmental Advocacy (MCEA). As the leader of one of Minnesota's most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. Find out more about Kathryn at her website and LinkedIn: https://www.mncenter.org/ https://www.linkedin.com/in/kathryn-hoffman-b8549447/ What to watch next… Episode 101: Decision-Making in Nonprofits: Insights from a Data Expert Episode 91: The impact of women in leadership What's new on our website? KPIs You Should Be Tracking in Your Nonprofit: https://thecharitycfo.com/kpis-you-should-be-tracking-in-a-nonprofit/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Greg Miller, President and CEO of Penn-Mar Human Services, to discuss the critical issues of recruitment, retention, and strategic partnerships in the nonprofit sector. With over three decades of experience in human services and nonprofit management, Miller shared valuable insights on how organizations can attract and retain top talent while fostering meaningful partnerships. Mission-Driven Recruitment Miller emphasized the significance of hiring for mission rather than just function. He stressed that potential employees and volunteers should have a clear understanding of how their work contributes to the organization's overall mission. This approach not only attracts individuals who are passionate about the cause but also helps in retaining them for the long term. At Penn-Mar, the focus is on helping recruits understand how they fit into the organization's mission of supporting people with disabilities. This clarity of purpose has been instrumental in attracting high-caliber talent and reducing turnover rates. About Greg Miller To learn more about Penn-Mar Human Services and Greg Miller's work, visit https://www.penn-mar.org/. You can find him on LinkedIn here:   / gregory-miller-12154031   Gregory T. Miller is the President and Chief Executive Officer of Penn-Mar Human Services and also serves as the CEO of the Penn-Mar Foundation. As the organizational leader since 2012, he has direct responsibility for the programmatic, financial, and strategic operations of Penn-Mar, including Board development. Since joining the organization in 1988, he has served in various leadership roles, most recently as President and Chief Operating Officer. Greg holds a bachelor's degree from Shippensburg University and a master's degree from McDaniel College. He earned a Certificate for Performance Measurement for Management of NPOs from Harvard University Kennedy School of Government and a Certificate for Strategic Perspectives in Non-Profit Management from Harvard Business School. On three separate occasions, Greg has addressed the International Conference in Sao Paulo, Brazil on leadership development and employment and service models for people with disabilities. What to watch next… Here is Alex Johnston talking about strategic relationships with high net worth individuals:    • Episode 99: Unlocking the Potential o...   Nonprofit Priorities and Time Management with Alisa Johnson:    • Episode 79: Nonprofit priorities and ...   What's new on our website? The Ultimate Guide to KPIs in Your Nonprofit: https://thecharitycfo.com/kpis-you-sh... Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook:   / thecharitycfo   LinkedIn: https://www.linkedin.com/company/the-... TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXP... Apple Music: https://podcasts.apple.com/us/podcast... Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! Explore A Modern Nonprofit Podcast:    • A Modern Nonprofit   About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here.

Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. However, it's crucial to understand the implications and considerations before diving in. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. Get in Touch with Rachel and The Charity CFO Team here: https://thecharitycfo.com/ What to watch next… Speaking of what you need to know, don't miss this episode on HR Best Practices Or if you're interested in learning about atlernative funding sources, check out Episode 92 on auctions What's new on our website? Unlocking the Power of Harmonious Leadership in Nonprofits Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Stay Connected: Sign up for our newsletter here Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! Explore A Modern Nonprofit Podcast https://www.youtube.com/watch?v=uiUz_6uNX74&list=PL1NanxUModq6Rtw09QqpBrFdUyPwO0tj4 About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here.

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson explores Harmonious Leadership with special guest Mohan Sivaloganathan.  Mohan is the CEO of Our Turn, and is an expert on the topic of how to open more doors for the next generation of leaders of color in the not-for-profit world. He explains in depth how to create an organizational culture that embraces the stories, identities, and unique gifts of young leaders. Find out more about Mohan at his website and linkedin: https://www.itsourturn.org/ https://www.linkedin.com/in/msivaloganathan/ What to watch next… Episode 101: Decision-Making in Nonprofits: Insights from a Data Expert Episode 91: The impact of women in leadership What's new on our website? Decision-Making in Nonprofits: Insights from a Data Expert: Read more here Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! Get Involved About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here. 

Sawyer Nyquist is the guest in this episode of A Modern Nonprofit Podcast. Sawyer is an expert in data management and analytics, and he has extensive experience helping organizations leverage data to drive strategic decision-making and operational efficiency. Sawyer's insights into data maturity, data-driven decision-making, and creating a data-centric culture are highly sought after, and we are thrilled to have him on the show today Get in Touch with Sawyer and learn more about The Data Shop: The Data Shop: / https://www.thedatashop.co/ Daily Data Newsletter: https://www.thedatashop.co/daily Connect with Sawyer on Linkedin:   / sawyernyquist   What to watch next… "Episode 99: How to Engage Ultra High Net Worth Individuals" A deep exploration into philanthropy and developing long-term relationships Episode 96: A Compelling Vision for Your Nonprofit Take your data to the next level by applying it to your overall vision for success. Nonprofit Leadership: Using Data for Better Decision-Making Want a practical how-to on using data to lead? Check out this blog post What's new on our website? Confessions from Nonprofit Leaders: Struggles, Setbacks, and Survival Stories Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook:   / thecharitycfo   LinkedIn: https://www.linkedin.com/company/the-... TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXP... Apple Music: https://podcasts.apple.com/us/podcast... Get Involved Stay Connected: Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! Explore A Modern Nonprofit Podcast [under show a thumbnail to our podcast playlist] About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here.

It's Episode 100 of A Modern Nonprofit Podcast! In this special episode, Tosha Anderson talks to Aaron Landis also from The Charity CFO. They provide real-world stories and situations from many years of experience working with nonprofits. Check this out and hear confessions from the nonprofit world that take you behind the scenes of what they've seen and heard working with a variety of organizations. Get in Touch with Tosha, Aaron, and The Charity CFO! Connect with Tosha on Linkedin: https://www.linkedin.com/in/tosha-anderson-cpa-57489512/  Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronevanlandis/  What to watch next… Check out our latest episode here: https://www.youtube.com/watch?v=nL-TbFOzm3U  And you'll want to watch this trending episode on how to scale a nonprofit: https://www.youtube.com/watch?v=i4iw33f5gC0&t=316s  What's new on our website? As we celebrate 100 episodes, learn more about the team behind A Modern Nonprofit Podcast here: https://thecharitycfo.com/about-us/  Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310

Grab some coffee and get comfortable because you do not want to miss any of this episode of A Modern Nonprofit Podcast. In this episode, host Tosha Anderson speaks with Andy Johnston of Building Impact Partners and author of "Money with Meaning: How to Create Joy and Impact Through Philanthropy." They discuss a wide range of topics around ultra high net worth individuals, and how to engage them as potential donors. But there is a lot more to it than you might think at a glance. Some of what is touched on in this episode: The breathtaking statistics around the amount of wealth these individuals have The opportunities and challenges in engaging with UHNWIs Strategies for engaging UHNWIs for philanthropy Tips for donors and nonprofits You don't want to miss it: To learn more about Alex and Building Impact Partners you can check them out at the links below: Website: https://buildingimpactpartners.com/ Alex's Book: https://www.amazon.com/Money-Meaning-... LinkedIn:   / buildingimpactpartners   Alex's LinkedIn:   / alex-johnston-buildingimpact   And for all episodes of A Modern Nonprofit Podcast, you can subscribe to our Youtube channel here:    / @thecharitycfo  

The latest episode of A Modern Nonprofit Podcast features a deep dive into the world of HR for Nonprofits. This features an interview with HR expert, Tiffany Slater, who leads HR Tailor Made. The interview covers everything from compliance, to employee buy-in to common HR pitfalls. The conversation between Tosha and Tiffany highlighted the critical importance of proper HR management in nonprofit organizations. From correctly classifying workers to implementing consistent policies and investing in employee development, there are numerous areas where nonprofits need to be vigilant to avoid potential risks and create a positive work environment. For nonprofit leaders who recognize the need for expert HR guidance, Tiffany encouraged reaching out to HRTailorMade through their website. By prioritizing HR and working with experienced professionals, nonprofits can protect their organizations, support their employees, and focus on fulfilling their missions. As Tosha described it, while many nonprofit leaders worry about accounting and compliance issues, HR risks can be equally, if not more, significant. By understanding these risks and implementing best practices, nonprofit organizations can create a strong foundation for success and avoid potentially costly mistakes. Get in Touch with Tiffany Slater and HRTailormade: On Youtube here:    / @hrtailormade   And the HR Tailor Made website here: https://hrtailormade.com/

Join us for a discussion on scaling nonprofits with Sarah Silvestri from Executive Arms. In this episode, we explore valuable strategies and practical advice for nonprofit leaders looking to expand their impact. Key topics include: • Challenges in nonprofit scaling • Effective growth strategies • Lessons learned from Executive Arms' experience • Tips for new and established nonprofit organizations Whether you're a seasoned nonprofit professional or just starting out, this conversation offers valuable insights to help you take your organization to the next level. To learn more about Executive Arm's services, visit their website at www.executivearm.org or connect with them on LinkedIn, Facebook, or Instagram. Make sure to engage with this enlightening discussion by reviewing, sharing, and interacting with A Modern Nonprofit Podcast. Find Tosha, the Charity CFO team, and more valuable content here: ▶ YouTube: @thecharitycfo

In this insightful episode of A Modern Nonprofit Podcast, join host Tosha Anderson as she delves into the innovative world of collaborative funding with her distinguished guest, Katya Hancock, the founding executive director of Young Futures. Together, they explore the organization's mission to support adolescents in navigating the complexities of the digital landscape and the powerful ecosystem of solutions lifted up through their unique funding model.

Applying for a government grant is an effective and powerful way for nonprofits to raise funds. But before you go that route, there is a lot you need to know. It's not as simple as filling out a form, then receiving a sum of money. With government grants, there is a high level of scrutiny on how you are managing your funds. It can be stressful, and puts a lot of strain on your administrative staff. So how can you prepare? First, know the compliance requirements. Depending on which government agency you are working with, you can find the list of compliance requirements associated with the receipt of that grant. You'll need meticulous record keeping and documentation on all of the movement of money, and also the services rendered. Second, have a plan for financial tracking. You need to have a system in place, to provide the reporting required from the audit associated with the grant. A firm like the Charity CFO uses Quickbooks Online and can give additional badnwidth for documenting where the grant money is and how funds are being used. Don't fear the compliance requirements, but at the same time, don't go into these government contracts without first knowing what is expected. For more nuggets like this and episodes of the Modern Nonprofit Podcast, you can subscribe to our newsletter here: https://go.thecharitycfo.com/financial-statement-guide

On today's episode, Tosha is joined by the Executive Fundraising Coach at Auxilia, Paul Morris. Auxilia is a technology platform created to help community driven nonprofit organizations with donor outreach, engagement, and retention. Paul and Tosha collaborate on a discussion about nonprofits investing in technology. There is almost an unwritten fear or stigma associated with nonprofits and using dollars to invest in technology. Sometimes, this can seem counterintuitive to achieving its mission, when in today's world it is necessary. Tune in as Paul and Tosha breakdown some whys behind technology investment in nonprofits. Paul encourages the listeners to trust that the team is making good decisions for the benefit of the organization, and to let go of the need to control. Connect with Paul on LinkedIn or through Auxilia. He is one of 5 coaches with a combined century of experience. Whether it's development needs within the business, or even validation Auxilia has the expertise you may be looking for. Please be sure to engage with the interviews as well. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Auctions, are they a thing of the past or do they still work? We answer this question on another episode of A Modern Nonprofit Podcast hosted by Tosha Anderson. Bringing their expertise to the table, we are joined by Laurie Hochman, Director of Business Growth & Strategy at Auctria. Auctria is an easy to use tool that helps run your fundraising events. Success through Auctions Whether auctions still work or not is a valid question, however the fact that they are happening daily should tell you everything you need to know about their success. Laurie shares that fundraising will never go away simply because people like to socialize. Socializing stimulates happiness, and typically happy people elect to donate some cash. How much auctions produce for a fundraising event does depend on the audience and their response to the event. So how much cash are we talking here though? Well, that depends once again on the audience. Just like marketing pertains to a target audience or market, so does fundraising. Except dollars for profit or increased sales in the for profit world become synonymous with dollars raised for social programs and nonprofit missions. Some organizations may raise $400,000 to even $1 million dollars through their fundraising. This isn't to be compared with a startup fundraising campaign though. Laurie encourages the listeners to not be discouraged by a fundraising event that only brings in $30,000 to $50,000 in its first few years. Some of the larger dollar amounts raised are typically equated to years of cultivation and hosting events. In other words, their audience has been to the show more than a few times. Remember, everything is a process and takes time to build. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

In this episode of the Modern Nonprofit Podcast, Tosha Anderson interviews Alyssia Palacios-Woods, the executive director at Capital IDEA. These two strong leaders discuss all things leadership, and if you are in any way shape or form directing a nonprofit, you don't want to miss it. Here just some of the major take-aways: Women In Leadership Collectively, all of Alyssia's experiences led her to become the leader she is today. But, how exactly? She shares that in her past that nearly all of her managers, superiors, and even owners have been women. The women that Alyssia has experienced in leadership have definitely shaped how she has become the leader she is today. There are many styles of leadership, but we hear that being led by women has helped her see a different way and a different approach. For example, when leading her own teams, Alyssia thinks about family friendly workforce policies. What seems to be an almost backwards consideration, it sometimes doesn't make sense to have a job if paying for childcare comes with that. It may be more affordable for families to have a one income household and watch children during the day than it is to have a two income household and pay for childcare. Because of these considerations, Alyssia likes to put policies in place that are family friendly, offer flexibility, and support people at all stages of their lives. Another key characteristic that Alyssia has learned from women in leadership positions is leading with empathy. During the pandemic and the mental stress that came with it, Alyssia learned that many people were going through unimaginable things. So, she likes to lead with the mindset that checks in with others. The mindset that asks how they are doing and if everything is okay. Bringing this mindset and culture to the workplace can help and support employees, especially if what is going on is not obvious to the eye. It truly builds a culture of intentionality and care into the workplace. And in Alyssia's case, all because of the women in leadership that she's experienced. To learn more about Alyssia and the organization she leads, connect with her on LinkedIn. You can also learn more about Capital IDEA, the programs they support, partners they work with, and how to get started at capitalidea.org. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Welcome to another episode of a Modern Nonprofit Podcast! Today we will focus on the conversation with Pat Taggart, Chief Creative with Sky Blue Creative. The firm Sky Blue Creative is in the business of helping both for profit and nonprofits tell their story and share their missions through video media. The Importance of Winning Hearts (& Donations) If you've ever been to a non profit fundraising event, hopefully it's been obvious to you what the organization stands for and how their event is raising money and awareness for their cause. Tosha, being in the industry as long as she has, likes to study the events she attends to identify what works and what doesn't. Some questions she asks may Are they using print or video material? What stands out? What's unique? What's different? How is the organization telling its impactful story compared to other organizations? All of these questions combine to help us understand if the organization is achieving the goal of expressing its mission at the said fundraising event. We also need to understand why being able to do this is so important, and that is exactly where Pat and Sky Blue Creative come into play. Pat says, ‘I think that you have a really wonderful opportunity when you're doing great work in the world to make people feel your impact. And there's a very big distinction between telling people about your impact and making them feel it. Wow, words of wisdom from Pat! This is exactly what he and his team achieve day in and day out. It sounds complex, but it's actually pretty simple. Pat shares an experience working with a corporate for profit company that had an Employee Hardship Program. The program was designed to seek donations from employees, something like $1 a pay period, to go in a fund that would later support employees who had experienced any type of hardship. This could be as severe as a house fire, or maybe something less. Pat introduced the idea of interviewing those who had been selected to receive help from this program and ask them about their experience. Or to have them tell their story. Literally overnight, the fund participation increased nearly 400%. Why? Because Pat was able to help the organization feel the impact of the fund, not just tell them about it. Tosha and Pat close the conversation with a very important Q&A, “if you were a nonprofit leader, what should they be looking for when hiring a videographer to tell their story?” Understand their process A leader would not want to hire someone who is very scripted and attempts to treat the content like a feature film. Ultimately finding someone aligned with the philosophy of the organization so they understand the story is already there and it is their job to unearth it, not recreate it. Find a partner Some film makers may limit the amount of time editing or changes to the production, but Pat encourages the listeners to find a partner in someone so that at the end of the day the video will tell the organization's story. Own your footage In other cases, there are content creators out there who will not allow the entity to own 100% of the raw footage in fear that they will find a different producer to make content with that footage. Pat tells the listeners that finding someone who does that right job, won't need to worry about keeping the footage. So, long story short, own 100% of the raw footage and find a producer that allows for this. If you heard the podcast today and are interested in learning more or connecting with Pat, check out their website Sky Blue Creative or find him on LinkedIn. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

On today's episode Tosha brings on guest Dana Snyder. Dana is the host of Missions to Movements and she is also the creator of the monthly Giving Mastermind. Dana and Tosha's conversation today will focus on digital marketing and how this tool can be leveraged, especially in nonprofit organizations, to assist in fundraising. Marketing is a fun game in the business world. The misconception is that marketing is the 'art class' to business. All the pretty graphics and eye catching fonts combined with the data gathered from the rest of the team makes for the perfect marketing piece. This couldn't be further from the reality of what marketing truly is.This misconception even stretches into nonprofits. Tosha starts the conversation by asking Dana her thoughts on another misconstrued opinion on marketing. Many 501c(3)s treat social media as a passive necessity. 'Sure, it's there and we should probably use it, but just because everyone else does.' - Some nonprofit (probably). Is there intentionality behind the use of social media and digital marketing within nonprofits? Let's find out. Dana believes it truly does depend on the circumstance. It seems like COVID is talked about in nearly every episode, yet this was such a significant event that impacted the way we do business today. In Dana's opinion, COVID forced many businesses to lean into the digital marketing age and rely on it more than ever. That's easy to see, when a group of people were confined to the inside, and left with the internet to communicate. This is one side of the coin. The other side is the intentionality of business planning with a marketing budget in mind. Dana has seen a lot of success when individuals with for-profit experience come to the nonprofit space. They tend to understand the importance of marketing and how this creates a brand. We mentioned that the aesthetics are not all the marketing is, however it is a huge piece of it. Dana shares that when businesses have invested into marketing through means of establishing a budget, they can allocate these funds to their websites, designs, logos, and overall brand.When a business invests into marketing, they are investing in the quality of their brand. And we know this is impactful, because this is ultimately the brand's reputation. When consumers, investors, donors, or whomever the business is trying to attract has a quality experience associated with the brand, cohesiveness is created setting the stage for growth. Tosha raises some great points when it comes to taking a look at a nonprofit's 'self-view'. With plenty of experience in the nonprofit space, Tosha wonders if nonprofits aren't taking a hard look at their 'digital storefront', is the business being represented to its full capacity or being authentically portrayed to the outside world? If providing the best service there is, yet most are unaware of this service, then are their missing pieces?She is also launching a virtual event; the Monthly Giving Summit on September 5th & 6th. This will focus on building subscriptions for good. The event will host panel discussions, corporate partnership presentations, 1-to-1 networking with other nonprofits, and even small breakout sessions. The goal is to remove any smoke and mirrors to allow organizations to have those real conversations with each other about where they are in the business. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Embracing the Future By viewing AI as a tool to enhance human creativity and efficiency, organizations can overcome resource constraints and achieve their marketing goals. It may even allow them to reach more people, and engage existing stakeholders more effectively.  In conclusion, while AI has many pros and cons, nonprofits can gain a lot if using it strategically for their marketing efforts. By understanding its capabilities, using it responsibly, and crafting effective prompts, organizations can unlock new levels of creativity, efficiency, and impact.  For those interested in learning more, Josi offers free resources on her website and is developing a prompt builder tool to further assist nonprofits in using AI effectively. Let us know your favorite AI tools and how you've used them for your marketing! If you'd like to connect with Josi: Website: branchout-social.com Linkedin: Josi Garfield Instagram: branchout_social

There isn't much that Trina Ramsey can't do. We welcome her and her many talents to the podcast today and are excited to talk about all things leadership. Trina is an Executive and Career coach, author, speaker, and non-profit consultant. She is the founder of Just Do You Institute for Women's Empowerment. Scarcity vs Abundance When it comes to leading an organization, there are an endless number of variables to consider. When asked about the unique things that nonprofit leaders may struggle with, Trina answers with abundance. First, it's important to consider what a nonprofit leader might consider as focal points for their business. Relationships with funders Grant opportunities Turnover ratios and hiring opportunities Conflicts with the Board of Directors Multiple expectations The list could go on and on. As a piece of this puzzle, Trina comments on how many leaders will focus on categories like these and how there simply aren't enough people, hours, or opportunities out there. This, she calls the scarcity mindset. Tosha builds on this by relating to the pressures of leadership in any industry. As we may have heard on the The Modern Nonprofit Podcast before, stepping into a leadership role at a nonprofit organization can be analogous to stepping into a fortune 500 company and all of the expectations that come with it. Shareholders are actually board members, government requirements are similar to the SEC's observance of large corporations, and long story short - all eyes are on you to make the right decisions and lead the entity to success. When it comes to having a positive mindset, it can also help to look at what positives the pandemic brought to the workplace. We learn that there was a heightened awareness of the social and emotional well-being of literally all of us, but more specifically those in the workplace. Because of this, we can see more investment into the areas of rest, time off, and policies around wellness. Even more so, businesses today will invest in benefits that can be utilized for therapy, or creating spaces for having those real and difficult conversations about life. Creating a culture and space for these conversations to take place can have a significant impact on the workplace and those within it. If you'd like to connect with Trina you can find her all over the web. Instagram: mycoachtrina Facebook: My Coach Trina & Just Do You Institute LinkedIn: Trina Ramsey Youtube: Trina Ramsey Or even on her website, Just Do You Institute where you can find her free gift to you a Career Decisions Tool Kit. This is designed to help others think about crossroads they may be facing, leaving a job or industry, considering retirement and so on. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

During today's conversation on a Modern Nonprofit Podcast, Tosha welcomes Dr. Krystal White. Outside of a Doctorate in Clinical Psychology with a Masters degree in Christian Leadership, Dr. White also has a Masters degree in Mind, Brain, and Education from Harvard University. Needless to say, Dr. White is a skilled professional and we are excited to welcome her! She is the founder of The Executive Shaman and founder of Free Leadership, Inc. The latter is key for today's conversion as Tosha and Krystal discuss what it takes to start a nonprofit from the ground up. 3 Reasons People Start Nonprofits Tosha seeks out Dr. White's perspective on the main reasons nonprofits begin from startup to successes. Krystal shares 3 reasons people may follow this path. Need for Positive Impact People have a desire to have a positive impact for themselves and those around them. More often than not, people will likely have soft hearts for something in their community that needs to be seen. Dr. White says, ‘How you lead your life impacts those around you. Period. End of sentence. That's a fact.' When a life is led positively, then the consequence is impacting the community around them for good, and perhaps one of the main reasons individuals start nonprofit organizations. Personal Ambition A second idea here is that people may believe that if they don't do it, then no one else will. Or in Dr. White's words, ‘no one else can achieve it but the person who is willing to set out and do it themselves.' She curates this to a personal ambition or entrepreneurial spirit inside of someone. They want to create something, so the task or startup becomes very personal to them. Transforming Negative Experiences This idea is rather interesting. Dr. White believes that many people who decide to start a business on their own, could have experienced something negative within other organizations. This overall experience leads them to do it on their own terms in their own way. This also runs parallel with the second idea, Personal Ambition, because ultimately, someone may deal with a negative experience long enough until personal ambition kicks in to make a change. Tosha pulls us all together with an extremely valid point. The overall theme between starting any form of business, for profit or nonprofits, is the motivation inside of someone and why exactly they want to do it. So the question is, many people seek to start a business, but why specifically a nonprofit organization? Tosha and Krystal's conversation today was less about how to start a nonprofit and more about how to help others consider what it really takes to start a nonprofit from the ground up. If you are considering this, check out the conversation! You can connect with Dr. Krystal White at krystal@theexecutiveshaman.com or find her on her websites below: The Executive Shaman Free Leadership, Inc. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

On today's episode of A Modern Nonprofit Podcast, we have the Executive Director of Only Make Believe, Tamela Aldridge. Only Make Believe (OMB) is a 501c3 organization that creates interactive theater environments for children in hospital, special education, and care facility settings. When talking with Tamela, we hear a powerful message from her leadership experience within the organization and when it comes to serving others. We all have unique talents and characteristics that make us who we are, but everyone has an imagination. Tamela and her team build off of this mindset to fulfill their mission at Only Make Believe. A Day in the Life of an Executive Director An Executive Director of a nonprofit organization typically wears many hats. Tamela shares that although she juggles many things, the most important to her is having a passion for the mission. When it comes to the mission of OMB, they meet children where they are by bringing performances to the care sites or educational systems they are present in. Essentially, making theater accessible to them by meeting them where they are. Tamela and her team bring the experience to the children. And speaking of experience, Tamela's background began in acting, as she herself was an actor in NYC. With this, she studied human behavior which translated to her ability to recognize how children reacted to their performances. She says, “After years starting out as an actor, I always studied human behavior. So then working with specialized populations, it was truly intriguing to me how these young people engaged and how they interpreted the information. [And even more so] how they were able to then push it back out.” Because Tamela's experience is unique in its own way, it still provided a specific avenue not only for herself, but also those who are in the acting career as well. Just because she originated in the arts, does not mean she wasn't prepared to handle the business world either. We learn that she attended Howard University, where one of her professors taught her that ‘the word is showbusiness', but before you can ever do a show, you have to be able to handle your business.' Such a powerful message in its own way. Now Tamela and her team can provide opportunities for actors and take their talents to showcase to children for a fantastic cause. A true win-win. To learn more about Tamela, her team, and Only Make Believe, check out their website. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Good morning from a Modern Nonprofit Podcast! Today we have a financial professional & co-founder of Fairlight Advisors, Maya Tussing.Maya and her team specialize in investing for nonprofit organizations. So, naturally our conversation today will include many topics from the viewpoint of the financial statements, those within the organization that Maya is working with directly, and so much more. Stay tuned for the conversations because you never know what you may need to hear! Organizational Roles When the conversation of finance comes about, many people pass over the topic because of its complexities. To make it simple, let's begin with the ‘who?' Who are Maya and her team working with directly within the 501c3 organization?When Fairlight Advisors are brought into the conversation, they will typically see a large amount of cash sitting around, maybe in a bank account here or CD there. Common practice is for an organization to have a Director of Finance who oversees the financial health of the organization. Maya also sees this individual within the organization partnered with the board member who is over the finance committee. In essence, the director and board chair work hand in hand to assure the best steps are taken when considering the nonprofit's finances. This can also many times be a great partnership because it allows for the board to be involved in the process, instead of hearing about it at the monthly/quarterly meetings. The expectation of these two roles, whether separate people, (or one person in smaller organizations) is to be able to communicate the financial health of the organization quickly and effectively while in a presentation or board meeting. Simply put, it's important to know where everything is. Many organizations have relationships within the community, and because of this they decide to put a few dollars with a bank to maintain a relationship or have an outstanding dollar amount hiding elsewhere for a rainy day. The job of the Director of Finance, Treasurer, whatever title is given, is to be informed on what is going on in the organization financially and capable of speaking on it. On the flip side, if someone is asked to join the board of directors and potentially has financial experience, they may be asked to oversee the finance committee. This is wonderful! But, if that person's job includes reading the financial statement that is given to them ever so often, they aren't being used to their full capacity. Both the job of the Director and Board member are to dig deep into the finances of the organization in order to make a collective decision on how to move forward with the resources that are available. Asking the Right QuestionsMoving right along, Tosha seeks out another great talking point with Maya. She inquires with Maya, ‘What are questions a treasurer should be asking executive leadership, or those running the organization?' For more resources from Maya and her team, you can visit their website, Fairlight Advisors.com. Here you can also find free resources from blogs, a guide to start your endowment and high level information you may need to know. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

John Mark Vanderpool, co-founder of Social Impact Solutions joins the podcast today. With a focus in fundraising strategies, Tosha & John Mark settle here for the conversation as this is John Mark's speciality.  It is no surprise that clients have struggled in the final quarter of 2023. Year end giving wasn't as projected and not to mention the conversations about inflation and rising costs has yet to settle, the non-profit space faces many challenges entering into 2024.  John Mark is on the other end of the phone for others who are seeking help in operational efficiencies and fundraising effectiveness.   As Tosha mentions, a survey produced by BDO stated that 45% of nonprofits are going to combat inflation through fundraising efficiencies. But what does that really mean?  Thanks to John Mark & Tosha's conversation, we identified the answer to this question. Starting with simplifying what the question is asking, when in a high inflationary environment, John Mark shares that non-profit organizations must  address two things:  Raising more dollars Cutting Costs You can find Social Impact Solutions online or take their fundraising quiz here. You can also find them on LinkedIn & X.  Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

On today's episode of A Modern Nonprofit Podcast, our special guest is the one and only Tosha Anderson, our very own founder and CEO.  The conversation today has a very simple focus, 5 red flags that your accounting needs improvement, even when it may not be recognized.   Whether the business is accrual or cash basis, it does not matter. Reconciliation is necessary and the bare minimum for successful completion of the accounting role.  The accountant must post all transactions that filter through the bank account. Once these have been transferred into the accounting system, QuickBooks for example, reconciliation is the next step.  This is how businesses prove that all transactions that enter the bank account are included in the accounting system.  Consider it like an internal audit and a necessity. We're talking ground floor here when it comes to expectations for the accountant. Executive Directors should be checking off on this task, signing off, however they want to approach it, to assure that it is being completed.  If this is not being done, then it's time to recognize the huge red flag in business' processes.  Not only should this be completed in general, but completed consistently. Infrequent completions of this should also indicate trouble in paradise.  Red Flag #1: Bank Account Reconciliation Red Flag #2: Lack of Financial Reports Red Flag #3: Timely Revenue Streams Red Flag #4: Auditor FeedbackRed Flag #5: Book Closing Turnarounds  Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

‘Being a human is messy; serving humanity is messier.' These are the words of Dimple Dhabalia, our guest on today's episode and founder of Roots in the Clouds (RITC). Dimple's career started in Denver where she worked on abuse and neglect cases within the Department of Human Services. Story after story, testimony after testimony began to take a toll on our guest. A phrase that came to her over and again was the phrase, vicarious trauma. This is defined as an occupational challenge for people working and volunteering in the fields of victim services, law enforcement, emergency medical services, fire services, and other allied professions, due to their continuous exposure to victims of trauma and violence by the Office for Victims of Crime. The hardships of those Dimple was helping, also created hardships in her own life as well. In our society today, mental health is a rising issue and a topic not covered enough. Many deal with mental health concerns, but feel as if they have no one to talk to, or a lack of understanding of the help that is available to them. Of that many, Dimple was one of them, so she decided to bring awareness to health and well-being in the workplace. Her story took off when she recognized that many ‘solutions' to the mental health problem, especially in the workplace, revolved around an individual and their own efforts. She felt as if organizations needed a deeper look at each person in order to help them effectively. Dimple is the author of Tell Me My Story – Challenging the Narrative of Service Before Self. A book written to ‘help the helpers' as one reviewer writes, Dimple's story is written from the perspective of a leader in the humanitarian field that addresses the issues of burnout, compassion fatigue, and vicarious trauma. In alignment with her book (and previously mentioned), she is the founder of RITC. An organization that seeks to illustrate this thought: Imagine what might be possible if you could serve others without sacrificing your own mental health and well-being in the process. Examples of Mission Driven Occupational Trauma The most common term recognized when it comes to occupational trauma is burnout. Unfortunately, many other occupational trauma terms also get lumped together under the ‘burnout umbrella'. Dimple shares that burnout is a very specific type of occupational trauma. She defines it as, ‘a prolonged physical and psychological exhaustion that is specifically related to the work that individuals do.' Although burnout is very real and in nearly every industry, Dimple likes to also focus on the areas that are specific to humanitarian work. Or those in the business of alleviating pain and suffering in the world. On top of burnout, these folks can also experience vicarious trauma and secondary traumatic stress. The two terms, used interchangeably, can have very diverse meanings. We mentioned vicarious trauma previously, and it's important to understand that it is built up and happens over time. Secondary traumatic stress on the other hand, can occur from a single incident. Another example is compassion fatigue. Finally, moral injury is the result of when an individual's values don't align with the organization's values. Or an individual may be asked to go against their own deeply held morals and beliefs. Something Dimple says is very prominent in the world and culture today. If you enjoyed Dimple & Tosha's conversation be sure to look at Dimple's website, Roots in the Clouds (RITC) or her book releasing in February of 2024, Tell Me My Story – Challenging the Narrative of Service Before Self. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

John Renouard is the founder and executive director of the nonprofit organization, WHOlives. Like many nonprofit entrepreneurs, John's career path wasn't centered around becoming a 501c(3) director. For him, the journey truly started after he became curious about his son's humanitarian and missionary work in Africa. The curiosity drove him and his wife to travel extensively through Mexico, Central America, and South America before diving deeper into exploration with a  trip to Africa.  Through their previous trips, John had witnessed impoverished communities, but nothing comparable to the realities of 4am wake up calls to walk 3-4 miles for, not clean, but dirty water. When he imagined his children experiencing this problem, this struck a chord and he wanted to do something about it.  His thought was simple, if only they could problem solve and fix the water crisis, then they would ultimately eliminate existing healthcare problems because of the lack of water. Inturn, this would create more opportunities for the individuals in Africa to go to work, experience community engagement, and much much more. Can you imagine walking miles every morning, just to get water?  John couldn't either and so WHOlives was created.  WHOlives' operations model is a piece of their business that truly sets them apart. This really begins with John's ‘why'. He didn't want to only put a band-aid on the problems he witnessed, but he wanted to solve them. What began as serving and volunteering his time, changed to wanting to create a difference and sticking to it. John and his team have developed one of the most unique formats of a nonprofit that exist today, yet their operations are extremely effective. Aside from their operational structure or the actual ‘how to' of what they do, we can also learn from the strategies they have implemented.  Involving people in the problem-solving process gives them a sense of purpose, ownership and empowerment.  Giving away things can create dependency, while creating ownership opportunities invites independence and growth.  Economic empowerment and principles create future opportunities and equal opportunities  To learn more about what John and his team achieve, visit their website WHOlives.org  If you're enjoying a Modern Nonprofit Podcast, please engage with us! Content is found through engagement and our podcast exists to create resources and share new and innovative, modern ways of running a nonprofit organization. Please share, like, and engage with our conversations. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

As a young college student in the ROTC program, Alisa recognized a hardship for her Australian Shepherd, JD. With Alisa's husband deployed and as she herself was heading to training for the Marine Corps, JD had nowhere to go.  After a cross country trip from CA to VA, a temporary home was found for JD while Alisa and Shawn were deployed. Then the question came: ‘How many military families struggle with the same issues?'  Alas, Dogs on Deployment (DoD) was then created. The nonprofit exists today to provide a central network for America's Heroes to find volunteers willing to board their pets during times of service or hardship.  DoD's Mission is to give America's Heroes peace of mind concerning their pets during service or hardship through connection, compassion and care. 

With over 10,000 students and a Ph.D. in English-Rhetoric, Composition & Literacy Studies, Krista is nothing short of an expert in her field.  Her organization, Grant Writing Made Easy has a mission to help visionaries and changemakers get the grant funding they deserve through 1-on-1 grant writing consulting and affordable online grant writing courses.  Although Tosha has had guests on the podcast to talk about grant writing, she has yet to have one that touches a newly discovered area in business like Krista does, and that is through Artificial Intelligence (A.I.).  Learn everything you need to know about grant writing in your nonprofit here!

180 Management Group is an operations consulting firm that specializes in operational strategy and design, specifically for nonprofit organizations. Led by Miriam Dicks (our guest on today's show) 180 Management Group believes that people are their biggest asset.  After all, typically the highest expense on an income statement is the salary and benefits component, so employees are certainly the key to an organization's success.  180 MG believes that how they serve their people ultimately translates into how well the employees serve the company.  This creates a culture built on a solid foundation for prioritizing, serving, creating sustainability & growth for both the employees and clients.. They also happen to be the company values as well.

Welcome back to the Modern Nonprofit Podcast at The Charity CFO. Whether you are a consistent listener or joining for your first time, the podcast dives deep into the world of nonprofits, and sometimes for profit spaces to share industry specific principles, unique business practices, and much more. Today, the show hosts someone very special to Charity CFO and that is the group's very own partner & COO, Tim Hudson. The host, founder and CEO, Tosha Anderson outlines The Charity CFO's business, as the group works with hundreds of nonprofits every month. Based out of St. Louis, MO, the group serves clients from coast to coast with vastly different missions: Religious Organizations Healthcare Organizations Children & Family Social Services Basic Needs Veteran Organizations Animal Rescue Early Childhood Education Higher Education Legal Assistance Organizations All of this to say, The Charity CFO has a mission to give nonprofits the tools to fulfill their missions. What better guest to point out the hottest trends and biggest client-facing issues, than the individual who works so closely with each organization day in and day out, Tim Hudson.

Every year Q4 tends to be one of the busiest times of the year. As businesses prepare for the next year, the true to-dos originate from the holiday season. Thanksgiving kicks everything off with a giving mindset. From here, consumers move towards Black Friday shopping and Cyber Monday sales, to eventually be rounded out with Giving Tuesday.  The end-of-the-year season is exceptionally time-consuming, but Thanksgiving Thursday through Giving Tuesday is even busier.  This is especially true for Michelle Boggs, the Executive Nonprofit Industry Advisor at Classy.  Tosha and Michelle's conversation will certainly provide some keen insights into strategies and tactics businesses can use around the giving season.