First Day Podcast

In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with executive search guru Bill Peterson of CarterBaldwin to unpack the high-stakes world of CEO transitions, and their ripple effect on fundraising. Think of it as succession planning with heart, spreadsheets, and maybe a few tissues. Drawing from the recent Compassion International case study, Peterson emphasizes that a successful handoff isn't just about filling a seat; it's about preserving mission momentum, minimizing disruption, and setting the new leader up for a heroic entrance. Peterson drops some wisdom for both boards and outgoing CEOs, stressing the importance of clear communication, humility, and board engagement. “This is a board-led process,” he says, cautioning against over-reliance on the outgoing CEO, no matter how legendary. And for those veteran leaders? It's time to channel your inner Zen master and begin the art of letting go. “Great leaders don't just know when to leave, they help others walk in,” Peterson notes, highlighting the delicate dance of influence without control. From personalized office redesigns to tear-jerking public ceremonies, the Compassion International story reads like a case study in grace. Peterson shares how outgoing CEO Wes Stafford quite literally made space for his successor Jimmy Miato; moving offices, updating nameplates, even reaching out to Jimmy's wife to make his new digs feel like home. Meanwhile, Jimmy returned the favor with humility and gratitude, underscoring the importance of honoring legacy while charting a fresh course. And fundraisers, listen up: donor communication is not optional, it's vital. Peterson outlines how keeping donors in the loop before, during, and after a leadership change can make or break your fundraising continuity. “Donors love stability,” he reminds us, and stability comes from thoughtful, strategic transition planning. With 14 practical insights from CarterBaldwin's study and a healthy dose of humanity, this episode is a goldmine for anyone navigating the leadership baton pass, because in fundraising, the handoff might just be your most important move.

In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. sits down with philanthropic power couple Linn and Byron Braun, who offer a refreshing and candid look into the donor's mind. From third-grade campaign trail adventures to launching garden programs and anti-child abuse foundations, the Brauns' journey is a masterclass in giving with heart. They walk us through how their charitable spirit evolved, from separate individual passions to a shared mission of supporting a curated list of 10–12 nonprofits with intention and joy. Their golden rule? “Don't let your giving list get diluted, know your causes, and know them well.” Fundraisers, take notes: the Brauns emphasize the importance of doing your homework. When couples have distinct philanthropic interests, fundraisers need to pinpoint whose passion aligns with their mission. It's not just about knowing the organization's pitch, it's about building a relationship with the right person, be it Linn's green thumb at the YMCA or Byron's devotion to his church. They also advise fundraisers to understand when to back off, being bombarded with daily asks as business owners, they appreciate a respectful “our plate is full” response when it's truly not a fit. Flexibility and genuine connection are the real MVPs in major gifts fundraising, as shown through the Brauns' experience with Humane Fort Wayne. It took two years of relationship-building for the nonprofit to truly understand the Brauns' philanthropic heartbeat and co-create a niche initiative. What won them over? A stellar director, customized opportunities to support causes they care about, and authentic, consistent engagement, beyond the ask. “We don't want a lunch,” Byron jokes, “just a personal touch, maybe even a phone call.” The Brauns wrap up with sage advice on what not to do: don't pawn major donors off to assistants, don't ignore follow-up, and for heaven's sake, don't forget the personal connection. They stress that effective stewardship involves more than a thank-you email, it's about being seen, heard, and valued. As proactive donors, they often approach organizations themselves, but they're quick to note that meaningful engagement and tailored communication can turn a casual supporter into a lifelong benefactor. For fundraisers eyeing the big gifts, this episode is pure philanthropic gold.

In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., welcomes back the brilliant Una Osili, Ph.D., Associate Dean for Research at the Indiana University Lilly Family School of Philanthropy. They dive into the hot-off-the-press study, The Next Generation of Philanthropy, revealing how Millennials and Gen Z are shaping the future of charitable giving. Spoiler alert: these younger donors may not have all the money yet, but they sure have the passion, and they're bringing fresh expectations to the table. Bill and Una explore how these rising generations prioritize causes over organizations, a key shift from older donor behaviors. Basic needs and religious giving remain top priorities, though younger donors' religious contributions often go toward faith-based service organizations rather than traditional houses of worship. On the other hand, education and the arts are facing challenges: younger donors show lower engagement with these sectors, partly due to shifting trust and priorities, as well as personal experiences with student debt. As Una emphasizes, understanding these motivations is critical for fundraisers looking to engage the donors of tomorrow. The conversation also highlights the growing emphasis Millennials and Gen Z place on social justice and environmental causes. These younger donors want to see tangible impact and often view giving as just one piece of a broader social commitment, which includes advocacy, activism, and socially conscious consumerism. And don't underestimate the power of social media, it's both a discovery tool and a megaphone for these digital natives, influencing not only what they support but how they share their philanthropic journeys with their networks. Bill and Una wrap up with a clear call to action: fundraisers must meet younger donors where they are, on social platforms, through personalized engagement, and with messaging that connects cause to impact. As Dr. Osili wisely notes, Millennials and Gen Z are redefining philanthropy with a broader, more inclusive lens. The future of giving is not just about writing a check; it's about building a movement. And for today's fundraisers, adapting to this mindset is not optional, it's essential.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes back the ever-insightful Lindsay Marciniak, MPA, Managing Director of CCS Fundraising, to dissect the latest edition of CCS's Philanthropy Pulse Report. Broadcasting from the heart of Chicago, Lindsay dives into this year's fundraising pulse check, highlighting trends, triumphs, and the occasional head-scratcher. The survey gathered insights from nearly 650 organizations worldwide, with about 70% of respondents in senior fundraising or leadership roles. The report reveals that 62% of organizations experienced revenue growth in 2024, with 30% enjoying growth of 10% or more. Lindsay calls this a testament to philanthropy's resilience. As Lindsay and Bill unravel the data, they shine a spotlight on the ever-present challenge of "dollars up, donors down." The report notes an uptick in revenue but a dip in donor numbers, a puzzle that's been baffling fundraisers for years. Yet, there's a silver lining: organizations that managed to attract new donors (53% of survey participants) saw promising revenue boosts. Lindsay emphasizes the importance of working the entire donor pyramid, from major givers to the everyday heroes who make smaller contributions. She underscores how AI is beginning to play a role in customizing donor communications, ensuring every donor, from digital-savvy Gen Z to loyal boomers, feels seen and valued. The conversation then turns to digital fundraising, where the report uncovers both growth and growing pains. Digital giving rose post-pandemic, but the most recent data shows a dip, suggesting that while digital strategies are essential, they're not a magic bullet. Lindsay highlights that 63% of surveyed organizations used digital or social media campaigns to connect with donors, especially younger generations who want more than just a “click and give,” they want to be part of the mission. She reminds us that digital fundraising isn't just about the tech; it's about creating genuine connections, encouraging board members, staff, and even volunteers to tap into their social networks and spread the word. Wrapping up, Bill and Lindsay remind us that fundraising is as much art as it is science. From diversifying revenue streams to stewarding donors with personalized outreach, the message is clear: philanthropy isn't going anywhere. Yes, digital is changing the game, and yes, challenges like donor retention and acquisition are real, but so is the opportunity for growth and impact. As Lindsay puts it, it's all about meeting donors where they are and ensuring they feel part of something bigger.

In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., reconnects with his longtime mentor and fundraising sage, Tim Seiler, Ph.D., Director Emeritus of The Fundraising School. Together, they dive into a topic that's more relevant than ever: how to navigate the stormy seas of fundraising during uncertain times. Dr. Seiler shares war stories from his early fundraising days, reflecting on crises from the 1987 stock market crash to today's mix of economic and social uncertainties. His message? While fundraisers can't control the turbulence, they can control their approach, and it starts with what he calls “rational hope.” Dr. Seiler unpacks this idea of rational hope, steering us away from the siren song of blind optimism. Instead, he champions a clear-headed, proactive mindset: keep reaching out to donors, but with empathy and creativity. Forget about relentless asks, instead, update them on your mission's progress, share ideas, and show them you're still standing tall. He shares his own experiences as a donor receiving thoughtful “just checking in” messages from nonprofits, illustrating how these gestures reinforce connection and purpose. As Seiler says, it's about reminding donors not just of the need, but of the joy and satisfaction that comes from making a difference. The conversation also explores a delicate, often unspoken challenge in the nonprofit world: fundraisers' hesitancy to admit when times are tough. Dr. Seiler and Stanczykiewicz shine a light on this vulnerability, encouraging transparency and authenticity. They argue that sharing struggles, whether it's a budget cut or a missed goal—doesn't signal failure; it signals humanity. This honesty not only builds trust but also invites donors to become part of the solution. As Seiler puts it, “If it were easy, we wouldn't need fundraisers.” Or in the words of A League of Their Own: “The hard is what makes it great.” Wrapping up, the episode channels a rousing spirit of resilience, celebrating the enduring generosity of donors who bounce back time after time, through recessions, crises, and even pandemics. With references to the classic wisdom of Henry Rosso and a dash of literary flair from William Faulkner and Walt Whitman, this episode offers fundraisers a playbook for tough times: stay hopeful but realistic, be persistent, and never forget the shared humanity that fuels philanthropy. Bottom line? Keep swinging for the fences. Fundraising's not for the faint of heart, but it's worth every pitch.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Dr. George Newman, Associate Professor of Management and Marketing at the University of Toronto, to explore one of the most deceptively simple questions in fundraising: Should we give donors gifts? Backed by years of research and a background in psychology, Dr. Newman offers a compelling and somewhat counterintuitive answer, those tote bags and coffee mugs might actually be hurting more than helping. Drawing from a series of six studies, Dr. Newman and his colleagues found that offering thank-you gifts in advance of a charitable contribution often results in lower donations. Why? Because it shifts the donor's mindset. Rather than giving out of altruism, they begin to interpret their action as transactional. This subtle psychological shift, known as motivation crowding, can reduce both the likelihood and amount of giving. “It raises a question that's not there when people are simply asked to give,” Newman explains. But all gifts are not created equal. Dr. Newman emphasizes that the timing and framing of a gift matters. When gifts are unexpected, given after the donation, they don't seem to trigger the same psychological conflict. And when the gift is tied to the organization's mission, such as a product made by program participants, the donor sees the item not as a perk but as a meaningful expression of the cause. Even simply reframing a thank-you gift as a tool to spread awareness can reverse the negative effect. The episode closes with practical advice for fundraisers navigating the delicate dance of donor appreciation. Dr. Newman encourages organizations to focus on understanding how donors perceive incentives, and to consider what a gift might unintentionally communicate about the nonprofit's values or efficiency. “It's not that all gifts are bad,” he says, “but how, when, and why they're given can make all the difference.” Bottom line: the best gifts support the story, not distract from it.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with Virginia Harrison, Ph.D., Assistant Professor at Clemson University, to dig deep into a question many nonprofit professionals fear to ask out loud: Why do donors leave? With a background in public relations and firsthand fundraising experience, Dr. Harrison brings both academic insight and real-world perspective to the increasingly vital topic of donor stewardship. Drawing from her research, Dr. Harrison outlines the seven reasons long-time donors walk away, even after years of involvement. From lack of responsible reporting to weak engagement, poor recognition, legal and policy missteps, organizational instability, and a fading sense of social fit, the message is clear: stewardship is not fluff, it's strategy. “I don't want to just be a checkbook,” one donor told her. They want impact, community, and communication that goes beyond the thank-you letter and holiday fruit basket. Dr. Harrison emphasizes the power of meaningful engagement. It's not about inviting donors to every ribbon-cutting and hoping they post it on LinkedIn, it's about tailoring involvement to their passions and skills. Whether it's mentoring a scholarship recipient or lending financial expertise to a capital campaign, donors want to feel useful, respected, and connected. And for smaller nonprofits feeling under-resourced, Dr. Harrison reassures that personalization doesn't mean perfection, small groups and natural social connections can still build a powerful community of philanthropy. The episode closes with a reminder that stewardship isn't something that happens after the gift, it's what makes the next one possible. In a world where fundraisers are often pushed to “just go get the money,” Dr. Harrison's research reframes stewardship as the fuel, not the fluff, of long-term fundraising success. Or as a colleague succinctly put it: “Stewardship is the fundraising that happens in between the asks.”

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Dan Heist, Ph.D. and Gen Shaker, Ph.D., to explore new research on how fundraisers are navigating relationships with donors who give through donor-advised funds (DAFs). With nearly 2 million DAF accounts holding $250 billion and distributing over $50 billion annually, these philanthropic vehicles are now a central feature of the fundraising landscape. The study, presented at AFP ICON, sheds light on the unique opportunities and challenges DAFs present for building meaningful donor relationships. While the data shows that only a small percentage of DAF grants are truly anonymous, fundraisers report consistent struggles with identifying and stewarding DAF donors. Gen and Dan highlight that these issues are often tied to data entry and internal processes rather than actual donor secrecy. When gift entry and CRM systems are not optimized for DAF giving, opportunities to connect with donors, and properly thank them, are lost. This creates barriers not only to stewardship but also to long-term relationship-building. Fundraisers who've adapted their systems and collaborated closely with back-office teams are better positioned to maintain strong connections with DAF donors. The study also emphasizes that DAFs can be powerful indicators of donor intent and capacity. Fundraisers reported that knowing a donor uses a DAF gives them confidence to engage in deeper conversations about giving goals, major gift potential, and long-term philanthropy. Despite common skepticism about DAFs being used as “parking lots,” the researchers point to data showing DAF donors are among the most strategic givers, granting a higher proportion of their assets annually than private foundations. With the right approach, fundraisers can transform these gifts into lasting relationships that fuel mission-driven work. Finally, Gen and Dan identify key roles fundraisers play in working with DAF donors: educator, facilitator, and compliance guide. These roles require fundraisers to be adaptable, strategic, and highly relational. The research team has even updated the traditional major gift cycle to reflect the nuances of DAF fundraising, offering a customized roadmap for cultivating DAF donors. As always, the episode underscores a core truth: no matter the tool or vehicle, fundraising remains deeply rooted in relationships. And with the right systems and strategies, DAFs can become a bridge, not a barrier, to transformational giving.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back the legendary Kay Sprinkle Grace to tackle a critical topic: staying resilient in fundraising during turbulent times. Kay emphasizes that the nonprofit sector becomes even more essential when the world feels shaky. She reminds fundraisers that their steadiness provides the strength communities crave, and that their role is to radiate hope, not hoard anxiety. Rather than surrendering to fear, she calls on leaders to embody "radical amazement," seeing each day and each impact as a phenomenal gift. Kay highlights a key shift: nonprofits shouldn't just "diversify" during hard times, they need to solidify. By collaborating with like-minded organizations and reinforcing their core missions, nonprofits can weather the storm stronger together. She shares the powerful story of New Orleans' AIDS organizations banding together after Hurricane Katrina, a vivid example of unity and resilience. Fundraisers, she says, must anchor their work not in scarcity, pleading for help because things are bad, but in abundance, celebrating and showcasing the transformative impact they already have. In tough times, abundance is the secret sauce that keeps the spirit, and donations, flowing. Zooming in on individual fundraisers, Kay throws down some real-world advice: don't be a lone wolf marooned at your desk. Seek community, lean on coaching, and don't be shy about asking for help. Self-care isn't a luxury; it's survival. She warns that harboring anger corrodes resilience and stresses that fundraisers must live the very values they champion. And if your organization becomes a hot mess of broken values and endless negativity? Be brave enough to fix it, or walk away with your spirit intact. Wrapping up, Kay and Bill shine a light on the enduring power of nonprofits through decades of crises, from the civil rights movement to economic downturns to global disasters. In the end, resilience is about renewal: the beautiful dance between stability and change, anchored by purpose and sprinkled with radical joy. Nonprofits are here not just to exist, but to solve problems, and by standing together, focusing on mission, and celebrating the good, fundraisers can be the steady, luminous force their communities need most.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Rick Dunham, founder and chair of Dunham+Company, for an insightful breakdown of donor confidence heading into 2025. Drawing on a fresh national survey of 1,500 active donors (each having given at least $20 in the past year), Dunham reports that 91% of donors plan to continue giving, an encouraging signal in a landscape often marred by doom-and-gloom headlines. Even more uplifting? A robust 79% intend to give the same or more this year, marking one of the strongest confidence ratings since 2020. The study reveals that this wave of confidence is largely buoyed by an improving economic outlook. Donors' optimism about the future, especially in the wake of recent elections, appears to be boosting charitable intent. But Dunham emphasizes that while economic conditions matter, nonprofits themselves still carry the torch. Communication is king, or at least, the royal herald. Donors reported that consistent, clear messaging from organizations significantly influenced their giving decisions. The takeaway? Don't ghost your supporters, keep them in the loop and show them how their gifts are making a difference. Even in uncertain times, a compelling case for support remains your fundraising MVP. Of course, economic anxieties haven't vanished entirely. Inflation has resurfaced as a top reason why 14% of donors expect to give less, despite the rate sitting under 3% at the time of the study. It's not just math, it's mindset. Dunham points to the psychological impact of inflation, suggesting that how people feel about the economy often outweighs the actual numbers. Generational giving also enters the spotlight, with millennials stealing the show by donating 18% more than Gen X, despite earning an average of $23,000 less. Wrapping things up, Dunham serves a double scoop of strategic advice: don't underestimate boomers, who still control the majority of wealth, and make your online giving experience stupid simple. With 70% of respondents giving online and mobile usage on the rise, your website needs to be donor-friendly and frustration-free. And yes, even in our digital world, younger donors are oddly thrilled to receive physical mail. So whether it's an email, a postcard, or a perfectly timed text, keep the relationship warm and the giving process easy. Because at the end of the day, confidence isn't just about numbers, it's about connection.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. sits down with Mark Mayer, Ph.D., clinical associate professor at the Kelley School of Business and former brand manager turned humor scholar, to explore the serious power of being funny in fundraising. Mayer's deep dive into advertising and branding reveals that humor isn't just a crowd-pleaser, it's a message-multiplier. “You don't want it just to be funny,” Mayer notes, “you want it to achieve something, like increasing donations or building trust.” It's not about getting laughs for laughs' sake. It's about crafting meaningful connections, with a wink and a smile. But before you throw on a clown nose at your next gala, hold your horses. Humor, Mayer warns, is a double-edged sword, one that can charm or cut depending on how it's wielded. Missteps in tone can make a joke go from “ha-ha” to “uh-oh” real quick. The key is context. Know your audience, stay far away from controversial topics, and when in doubt, test that punchline on a trusted friend first (ideally one who doesn't control your payroll). And for the love of all that is professional, avoid trying your tight-five comedy routine on donors unless you're sure it won't backfire like a bad dad joke at a funeral. One of Mayer's golden rules? Start with self-deprecating humor. It's safe, it's humanizing, and hey, it's the one place where making yourself the punchline can earn respect instead of ridicule. Mayer uses it all the time in the classroom, poking fun at his age or his bafflement with TikTok reels (Relatable™). It breaks the ice without breaking trust. And if a joke flops? Well, joke about that too. Embrace the awkward, just don't drag anyone else down with you, especially if there's a power dynamic at play. Ultimately, Mayer reminds us that fundraising is about relationships, not transactions. Humor, when used thoughtfully, can transform a sterile donor interaction into a warm, authentic connection. As relationships deepen, shared laughter, even those beloved “inside jokes,” can build the kind of trust that keeps gifts coming year after year. But remember: you're not Dave Chappelle, you're a fundraiser. Keep it light, keep it kind, and keep your mission at the heart of every chuckle. Because when done right, a well-placed joke isn't just funny, it's fundraising gold.

In this episode of The First Day podcast, host Bill Stanczykiewicz welcomes Jaclyn Piatek, Ph.D., professor at UNC Charlotte and co-author of Volunteer Management: A Strategic Approach, to bust the myth that volunteers are just free labor. Piatek lays the groundwork for a new way of thinking about volunteers, not as warm bodies to do the grunt work, but as essential, diverse contributors who require thoughtful management, planning, and engagement. And yes, that includes job descriptions, onboarding, and believe it or not, offboarding too. Strategic volunteerism isn't about saving money. It's about building capacity. Piatek dives into the inequities surrounding volunteerism, noting that folks who are unemployed, lack internet access, or are outside your usual social circles may be less likely to volunteer, not because they don't want to, but because they're not being asked. “The number one reason people volunteer is because they're invited,” she explains, urging nonprofits to cast a wider, more inclusive net. Volunteer roles must also match skills and motivations, whether that's retirees looking to give back, professionals flexing their muscles post-recession, or someone who just really wants to make friends while stuffing envelopes. And let's not forget what's in it for them, volunteering doesn't just benefit nonprofits. Turns out it's great for your health, your social life, and maybe even your blood pressure. Some mental health professionals are literally prescribing it. Nonprofits that understand these benefits can create richer, more engaging experiences that keep volunteers coming back. Engagement, Piatek says, is more than just a smile and a clipboard, it's about making people feel seen, valued, and connected to the mission. And please, for the love of all that is strategic, don't ghost your former volunteers. Keep in touch. Finally, we get into the juicy stuff: fundraising. Can volunteers also be donors? Absolutely, and they're often your biggest champions. Piatek encourages nonprofits to stop underestimating this powerful group. They're not just spreading mulch; they're spreading the word, influencing peers, and yes, potentially writing checks. Volunteers who feel invested, emotionally and strategically, can become some of your most reliable financial supporters. So remember: a well-managed volunteer is not just a helper. They're a mission multiplier.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Geah Pressgrove, Ph.D., professor at West Virginia University and public relations maven-turned-research powerhouse, to explore the mighty mechanics of donor stewardship. Dr. Pressgrove pulls back the curtain on her groundbreaking 2017 research that distilled 26 donor engagement practices into five clear stewardship buckets: relationship nurturing, reporting, responsibility, regard, and recognition. These aren't just academic abstractions—they're real-deal tools nonprofit professionals can use to build better relationships with their donors, based on both personal touch and public acknowledgment. The discussion dives deep into the nuance of reciprocity, revealing that while public recognition might seem like a win, it can actually backfire, sparking donor mistrust if they suspect funds are being funneled into fancy galas rather than mission impact. Dr. Pressgrove emphasizes the difference between “regard” (a warm, personal thank you) and “recognition” (public displays of appreciation) and how both influence donor loyalty in different ways. Her research shows these stewardship dimensions don't just make donors feel good, they actually predict key outcomes like trust, satisfaction, and long-term commitment. Bonus points: the tools she developed are so practical, even nonprofits without research budgets can use them. Since publishing her original study, Dr. Pressgrove has expanded the research into global contexts—testing the stewardship model with museums, on websites, and through social media. She's observed how different nonprofit sectors (education vs. health, pets vs. religion) and generations of donors value different stewardship elements. For instance, younger donors crave responsibility and personal connection, they want to see their impact and be treated as partners, even if they're only giving $10. Meanwhile, older and high-capacity donors may appreciate traditional recognition, but only when it's thoughtfully tied to mission outcomes. One size most certainly does not fit all. The episode wraps with a passionate reminder that donor stewardship isn't just a nice-to-have, it's the linchpin of effective fundraising. If we chase new donors without nurturing the ones we have, we're basically buying new plants while forgetting to water the old ones. Bill backs this up with data: first-time donor retention hovers around 40%, but that shoots up to 70–80% after a second gift. In other words, love your donors and they'll love you back. Dr. Pressgrove urges fundraisers to embrace stewardship as a long game; personal, intentional, and research-informed.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Patty McIlreavy, President and CEO of the Center for Disaster Philanthropy (CDP), to discuss how charitable giving shifts during times of disaster. Patty begins by reframing the very concept of disaster—not as the event itself, like a hurricane or wildfire, but as the collision of an event with a community's vulnerability. This vulnerability, often rooted in systemic inequities, becomes the true disaster. CDP's mission is to mobilize philanthropy not just for immediate relief, but for long-term, equitable recovery—a mission that becomes increasingly critical as disasters grow in scale and frequency. Patty highlights the challenge of donor behavior during crises, noting how people are often moved to give in the immediate aftermath—when headlines are fresh and emotions run high. While this instant generosity (hello, $10 million in days after Damar Hamlin's collapse) is heartening, Patty stresses that lasting change happens in the quieter months after the spotlight fades. CDP is working to shift donor mindsets from short-term relief to long-term recovery by telling better stories, creating awareness around systemic vulnerabilities, and offering tools for donors to engage in sustained giving—through knowledge sharing or acting as a conduit for philanthropic investment. Throughout the conversation, Patty emphasizes the evolving role of fundraisers during crises. She encourages nonprofits, even those not directly involved in disaster response, to recognize their own relevance. A youth agency or cultural organization reducing community vulnerabilities? That's disaster recovery work too, she says. Rather than competing for donor dollars, organizations should “join up”—a call for collective action where legacy isn't just about bricks and plaques, but about investing in human resilience and community strength. And when funders struggle to navigate this complexity, CDP steps in with tools, funds, and a matchmaking service of sorts to connect donors with proximate, long-term recovery organizations. The episode wraps with a clear call to action: the philanthropic pie is still enormous, even if it's shifting. Fundraisers shouldn't fear being left out during crisis fundraising—they should see themselves as part of a bigger picture. As Bill notes, The Fund Raising School's own research supports this: fundraising can actually increase when done thoughtfully during crises. Patty's insights reinforce the importance of shifting from “hero moments” to holistic, community-centered recovery. With CDP's guidance and the right mindset, philanthropy can move beyond bandages and start building bridges—stronger, safer ones that can withstand whatever storm comes next.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Dr. Ashutosh Nandeshwar, Senior Vice President at CCS Fundraising and author of Data Science for Fundraising, to explore the rapidly evolving role of artificial intelligence (AI) in nonprofit fundraising. Dr. Nandeshwar breaks AI into two key categories: traditional AI, which includes predictive analytics and machine learning (long used for prospect identification and donor cultivation), and modern AI, which encompasses generative AI tools like ChatGPT. While predictive AI has been a staple in fundraising for years, generative AI is making waves by democratizing access to advanced technology, allowing nonprofits—especially smaller ones—to create content, analyze donor data, and streamline operations with minimal technical expertise. The conversation highlights a unique paradox: small nonprofits stand to gain the most from AI's efficiency, yet larger organizations are often the first to adopt it due to greater resources and infrastructure. However, Dr. Nandeshwar shares survey data indicating that AI adoption is growing across nonprofits of all sizes, with smaller organizations increasingly leveraging generative AI for tasks like social media content, donor outreach, and report summarization. That said, he cautions that while AI can assist with automation, it does not replace the human touch needed for relationship-building. Additionally, organizations must be mindful of data privacy concerns, ensuring that sensitive donor information isn't inadvertently shared with AI platforms. Bill and Dr. Nandeshwar also address common fears about AI, including the concern that it could become too powerful or eliminate the need for human fundraisers. While AI can generate text, analyze data, and even suggest donor engagement strategies, it still requires human oversight to ensure accuracy, maintain an organization's unique voice, and build authentic donor relationships. AI is far from perfect—it can be "confidently incorrect," making up facts and presenting them with certainty. Fundraisers must carefully vet AI-generated content and establish internal guidelines for ethical and effective AI use. Additionally, Dr. Nandeshwar emphasizes that traditional AI techniques remain highly valuable and should not be overshadowed by the generative AI hype. For fundraisers looking to integrate AI into their work, Dr. Nandeshwar's advice is simple: experiment, learn, and adapt. AI is neither a magic bullet nor something to fear—it's a tool that, when used strategically, can improve efficiency and free up time for deeper donor engagement. However, while AI may help streamline certain tasks, there is no clear evidence yet that it is significantly reducing the time fundraisers spend on administrative work. Bill closes the episode by encouraging fundraisers to stay informed and proactive in exploring AI's potential while maintaining a strong human-centered approach to donor relationships. He also highlights The Fund Raising School's courses, certifications, and online resources to help nonprofits navigate AI and digital fundraising strategies effectively.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Dr. Patrick Rooney, Emeritus Professor at the Indiana University Lilly Family School of Philanthropy, to discuss the ongoing debate over the Universal Charitable Deduction (UCD). With decades of expertise in philanthropy and economics, Dr. Rooney explains how tax incentives impact charitable giving, particularly in light of past tax reforms that significantly reduced the number of itemizing households. While many donors give based on personal values, research shows that financial incentives, like tax deductions, can encourage even greater generosity. Dr. Rooney and Bill dive into the latest UCD proposal currently moving through Congress, which suggests a deduction of up to $5,000 for individuals and $10,000 for couples—substantially higher than previous temporary versions, which were limited to just a few hundred dollars. Rooney highlights research indicating that well-structured tax incentives can increase both the number of donors and the total amount given. While the proposal is still in flux, and there's no guarantee it will become law, he emphasizes that higher deduction limits could provide a strong incentive for charitable giving. The discussion also touches on donor psychology and the role of tax policy in philanthropic behavior. While tax breaks often rank low in surveys about giving motivations, donors tend to notice when those benefits disappear. Rooney suggests that many donors are motivated by a mix of altruism and financial awareness—wanting to do good while also considering the impact on their taxable income. He shares research showing that even a 25% tax credit could significantly boost giving, reinforcing the importance of tax policy in shaping philanthropic trends. For fundraisers, the key takeaway is to stay informed and prepared to discuss these potential changes with donors. While the legislative process is uncertain, fundraisers should be ready to explain how tax incentives can help donors maximize their giving impact. Bill closes the episode by emphasizing the broader importance of economic and policy literacy in nonprofit fundraising. He also highlights The Fundraising School's resources, including public courses, webinars, and the Achieving Excellence in Fundraising textbook, to help fundraisers stay ahead of policy changes and effectively engage donors.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Robert Osborne Jr., principal of The Osborne Group, to discuss the often-overlooked but crucial segment of mid-level donors. With extensive experience in frontline fundraising and consulting, Robert highlights the importance of mid-level gifts—typically ranging from $1,000 to $50,000—as a key driver of nonprofit sustainability. He emphasizes that while many organizations focus on small donors or major gifts, mid-level giving represents both an immediate revenue opportunity and a vital pipeline for future major donors. Robert explains that mid-level fundraising sits between annual giving and major gift fundraising, combining the efficiency of direct marketing with the personal touch of relationship-building. Instead of treating these donors as a faceless giving club, nonprofits should integrate personal engagement strategies such as small events, direct outreach, and annual touchpoints. He advises organizations to identify potential mid-level donors through data analysis, wealth screening, and past giving behaviors. By strategically upgrading donors from smaller gifts to mid-level contributions, nonprofits can significantly grow their fundraising revenue over time. The conversation also explores the critical role of stewardship in mid-level giving. Research shows that most major donors first give at a mid-level before making a larger commitment. Robert stresses that effective stewardship isn't just about gratitude—it's about demonstrating impact. Donors need to see how their contributions make a difference, or they risk disengaging. Without intentional stewardship, mid-level donors may stagnate or stop giving altogether, limiting an organization's potential for long-term financial growth. The episode concludes with practical advice for fundraisers navigating internal pressure to focus solely on major gifts. Robert argues that mid-level fundraising is an essential investment, offering both short-term financial gains and long-term donor development. By using data to illustrate return on investment and retention improvements, fundraisers can make a compelling case to leadership. Bill and Robert emphasize that all donors, regardless of gift size, deserve attention and cultivation—because a strong mid-level giving program fuels both current success and future philanthropy.

In this episode of the First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Lynne Wester, founder and principal of the Donor Relations Group. Drawing from her background at Walt Disney World and expertise in fundraising, Lynne shares how nonprofits can enhance donor relations by creating memorable, emotionally engaging experiences. She emphasizes that donor stewardship isn't just a follow-up step—it's the foundation of sustainable fundraising success. Lynne explains that just as Disney meticulously curates every aspect of the guest experience—from the scents in the air to the music playing at different times of the day—fundraisers must thoughtfully design a donor's journey. She stresses that fundraising is 90% emotional and only 10% rational, meaning that donors give based on feelings, not logic. Organizations that listen closely, personalize interactions, and remove friction from the giving process will cultivate deeper relationships and encourage long-term support. A striking example she shares is of a donor whose late mother loved lilies—so every event she attended featured lilies in her honor, creating a lasting emotional connection. The discussion also addresses the urgent issue of donor retention. Lynn highlights that 80% of first-time donors never give again—a statistic that would spell disaster for any for-profit business. She argues that thanking donors and showing them the impact of their contributions should be non-negotiable. The cost of keeping an existing donor is seven times lower than acquiring a new one, making stewardship both a financial and ethical priority. Yet, many nonprofits continue to focus on chasing new gifts rather than nurturing their current supporters, a mindset Lynne strongly challenges. The episode wraps up with practical advice on advocating for donor relations within organizations. Lynne encourages fundraisers to frame stewardship as a sound business strategy when speaking with board members and executives. By drawing parallels to customer service in the corporate world, nonprofits can make a stronger case for investing in donor experience. Bill and Lynne reinforce that fundraising is a long-term process, not a one-time transaction, and that organizations that prioritize donor relationships will ultimately see greater loyalty, increased giving, and a stronger philanthropic community.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Cherian Koshy, CFRE, CAP®, Vice President at Kindsight and co-author of the study Donor Perceptions of AI. The conversation discusses how donors perceive the growing use of artificial intelligence (AI) in the nonprofit sector. This independently funded study surveyed over 1,000 U.S. donors who contributed between $20 and $200,000 over the past year, offering a rare look into their comfort level with AI and its potential impact on fundraising practices. Cherian explains that while many nonprofits remain uncertain about AI's various use cases, donors are surprisingly well-informed, likely due to media coverage. The study revealed five key themes, with privacy and data security concerns (noted by 60% of respondents) among the top issues. However, an even more significant worry for donors was the loss of human connection in philanthropy. Despite these concerns, most respondents were optimistic about AI's potential to enhance a nonprofit's effectiveness and remained open to its responsible use. Interestingly, AI isn't a major factor in most donors' giving decisions—either positively or negatively. Less than 10% said they would be more inclined to donate because of AI, while the majority indicated it wouldn't affect their giving at all. Cherian shares practical applications for AI in improving internal processes, such as using chatbots to answer donor questions instantly. This efficiency can free up significant time for staff, allowing them to focus more on personal donor interactions. Bill highlights an example where AI saved one fundraiser 8–16 hours per week, resulting in several additional donor meetings. The episode wraps up with a focus on transparency and trust-building. Cherian stresses the importance of communicating openly with donors about how AI is being used and involving community members in discussions about technology and ethics. He cites the example of the Furniture Bank of Toronto, which developed a responsible AI manifesto to foster trust with stakeholders. With AI playing an increasingly central role in nonprofit operations, the conversation encourages organizations to balance innovation with authentic relationship-building while continuing to prioritize donor engagement and stewardship.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Ann Fitzgerald, MA, founder of AC Fitzgerald and alumna of the Indiana University Lilly Family School of Philanthropy. Ann shares her expertise on helping nonprofits navigate financial crises, offering practical strategies for organizations that find themselves overly reliant on a single funding source. The conversation was sparked by a recent federal funding pause in early 2025, which served as a wake-up call for nonprofits dependent on government funding, large foundations, or major donors. Ann introduces her “Three Rs” framework: be resilient, be realistic, and reach. She emphasizes the importance of staying calm, gathering facts, and creating scenario-based plans that allow for flexible responses. Drawing on her consulting experience, Ann highlights how organizations can reassess budgets, preserve cash, and engage board members, staff, and community networks for short-term support. Bill shares his own experience leading a nonprofit through the 2008 financial crisis, underscoring the critical role that boards play during times of financial uncertainty. The conversation transitions to long-term planning, where Ann stresses the importance of building an operating reserve by setting aside 10% of every undesignated dollar. She highlights the need for diversified funding sources, reminding nonprofits that 85% of charitable giving comes from individuals. She also encourages nonprofits to ramp up stewardship efforts, explore planned giving opportunities, and form finance committees to strengthen financial planning. With donor confidence at its highest level in five years and the stock market's strong performance in 2024, Ann and Bill are optimistic about fundraising prospects in 2025. The episode closes with key takeaways on managing financial risk, the power of clear communication with stakeholders, and the importance of involving donors and board members as partners in finding solutions. Ann's advice serves as a powerful reminder that resilience and adaptability are essential for nonprofits to weather financial challenges. The Fund Raising School offers courses, webinars, and custom training opportunities to help nonprofit leaders strengthen their fundraising strategies and build long-term financial health.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Arleen Peterson, ECRF, MA, Executive Director, Relational Services Director for the Poor Handmaids of Jesus Christ. Arleen shares her experience leading growth at the Food Bank of Northwest Indiana, highlighting how visionary leadership and strategic engagement can drive significant fundraising success. She discusses the importance of looking beyond an organization's immediate environment, gathering insights from industry peers, and involving the entire team in shaping a shared vision. Arleen recounts a pivotal initiative where she led her staff on a statewide tour of food banks, allowing them to see firsthand the possibilities for expansion and operational improvement. This immersive experience sparked bold aspirations, ultimately leading to the food bank's expansion from a 10,000-square-foot facility to a 60,000-square-foot space. She underscores the importance of shared leadership, ensuring that staff members, board members, and donors all play a role in crafting and committing to the organization's future vision. The conversation delves into the fundraising strategies that made this growth possible, including the board's leadership in securing the initial commitments, donor engagement tactics, and the role of strategic partnerships. Arleen shares insights on navigating donor hesitations, structuring multi-year commitments, and fostering trust within the community—especially when major changes, such as facility relocations, raise concerns. Her approach emphasizes relationship-building and inclusive decision-making, ensuring that stakeholders feel invested in the mission's success. The episode closes with key takeaways on the role of vision in fundraising, the impact of engaging teams in strategic planning, and the power of shared leadership. Arleen's journey serves as a powerful reminder that fundraising success is not just about dollars raised but about inspiring belief in what's possible. The Fund Raising School offers courses, webinars, and custom training opportunities to help nonprofit leaders develop and execute visionary fundraising strategies.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Angela Altamore, Associate Vice President of Donor Relations and Experience at BWF. Angela provides an in-depth look at the importance of donor relations in nonprofit fundraising, breaking down the distinctions between donor relations, donor stewardship, and donor experience. She uses the metaphor of building a house to explain these terms: donor relations act as the “blueprint” for a donor's overall journey, donor stewardship serves as the “foundation” with timely acknowledgments and impact reports, and donor experience adds the “finishing touches” that elevate donor engagement. Angela explains how nonprofits are shifting from focusing solely on individual gifts to fostering long-term donor relationships. She notes that prioritizing donor retention is not only a cost-effective strategy but also a way to honor donors' commitment and amplify their impact over time. Angela also emphasizes the need for nonprofits to align fundraising teams and donor relations professionals, advocating for shared metrics and cross-training to strengthen internal collaboration and improve donor experiences. The conversation addresses the challenges nonprofits face in balancing short-term fundraising goals with long-term relationship building. Angela highlights practical strategies for keeping donors engaged between asks, such as creating personalized touchpoints through events, storytelling, and mentorship opportunities. She also stresses the importance of showing donors the impact of their contributions, ensuring they feel valued beyond monetary transactions. Finally, Angela emphasizes that successful donor relations are transformational, not transactional. By fostering a sense of community among donors and creating opportunities for meaningful engagement, nonprofits can build deeper, lasting connections. The episode closes with resources from The Fund Raising School, including courses, webinars, and training programs to help nonprofits elevate their donor relations strategies. It's a powerful reminder that investing in donor relations is key to achieving long-term success and impact.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Laura MacDonald, CFRE, Founder and Principal of the Benefactor Group. Laura discusses the critical role endowments play in fostering long-term financial resilience for nonprofits. She emphasizes that endowments, distinct from operating reserves or rainy-day funds, are strategic investments in which the principal remains untouched while annual draws (typically 4–6%) provide a steady revenue stream. With $12 trillion poised to transfer through generational wealth shifts, she highlights the unprecedented opportunity for nonprofits to secure their futures through planned giving and estate gifts. Laura dispels the myth that endowments are exclusive to large organizations. Instead, she advocates for any nonprofit with financial maturity, reserves, and strong donor relationships to consider building an endowment. She underscores the importance of aligning organizational leadership behind this long-term strategy and notes that endowments not only support sustainability but can also elevate annual fundraising efforts. Her advice includes engaging loyal donors by exploring their vision for the nonprofit's future and positioning endowments as a way to secure their legacy and amplify their impact. The conversation also addresses criticisms of endowments, such as concerns about "locking away" funds while current needs persist. Laura provides practical solutions, like offering donors options to support immediate needs while endowment contributions accrue. She highlights that most endowments are funded by individuals rather than corporations or foundations and emphasizes that nonprofits must tailor their approach to each donor's values and preferences. By fostering transparency and showcasing the broader mission, nonprofits can address objections and engage donors effectively. Finally, Laura introduces key insights from her book, such as using storytelling to create a "perpetual hero" narrative for donors. Drawing on the research of Dr. Russell James, she explains how endowment conversations can inspire donors to leave a lasting legacy. The episode closes with resources from The Fund Raising School, including courses, webinars, and customizable training programs, to help nonprofits integrate endowment strategies into their overall fundraising plans. It's a call to action for nonprofits to embrace the opportunity to secure their future while enhancing their impact today.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Betsy Erickson, Head of Family and Individual Services at Arabella Advisors, to dissect the top obstacles donors face when it comes to charitable giving. Backed by a collaborative study from the Gates Foundation, Arabella Advisors, and others, the conversation dives into the psychological and logistical hurdles that deter even the most well-intentioned philanthropists. These include the paradox of too many choices, lack of urgency, and fear of public scrutiny—factors that reveal the complexity of modern giving. As Betsy puts it, "Donors are more connected to societal problems than ever, yet often feel paralyzed by the enormity of these issues." The study identified ten key barriers to charitable giving, ranging from practical challenges—like an overwhelming number of nonprofit options and tedious administrative tasks—to deeper psychological concerns, such as perfectionism, fear of failure, and societal polarization. Notably, a lack of trust in nonprofit organizations also emerged as a significant hurdle, with donors often fixating on horror stories of misuse rather than success stories. Betsy highlights the behavioral science behind these challenges, explaining how biases like the "availability heuristic" influence donor behavior, making it harder for them to navigate the philanthropic landscape with confidence. For fundraisers, the episode serves up a buffet of actionable insights. Betsy emphasizes the importance of building long-term, authentic relationships with donors, scaffolding their journey through education, and simplifying their decision-making process. Practical strategies include providing clear, concise communications, engaging peer donors to build trust, and pacing interactions to reduce the overwhelm many donors feel. By addressing donors' barriers empathetically, fundraisers can transform daunting decisions into meaningful opportunities for impact. Closing the episode, Bill underscores the moral imperative of treating donors as human beings rather than transactional sources of funding. Betsy echoes this sentiment, urging fundraisers to foster motivation and provide context for donors, particularly in unfamiliar issue areas. The conversation is a rallying call for fundraisers to act as trusted advisors, equipping donors to navigate their philanthropic goals with purpose and confidence. For more resources, listeners are directed to the study, housed on the National Center for Family Philanthropy's website, and to Achieving Excellence in Fundraising, now in its fifth edition.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. explores the trends and opportunities awaiting fundraisers in 2025. The episode begins on a high note, celebrating record-breaking charitable donations reported in 2024, despite inflation's impact. Bill emphasizes that smart budgeting and realistic goal-setting remain key to navigating such challenges. With the S&P 500 ending 2024 on a positive note, Bill points out historical trends suggesting a fruitful year ahead for fundraising efforts. The conversation then pivots to the oft-discussed statistic that only 50% of U.S. households donate annually. Bill demystifies this figure, emphasizing that many households alternate their giving year-to-year. Data from various surveys, showing 61% to 88% of households donating, underscores the breadth of opportunity for nonprofits. Millennials emerge as a focal point, now ranking second in giving by household, ahead of Gen X. With Millennials entering their prime earning years, nonprofits are urged to refine strategies tailored to this demographic's unique preferences, such as a focus on impact investing and entrepreneurial philanthropy. Looking ahead, Bill shares exciting updates from The Fund Raising School. New courses, including ones on Millennial-focused strategies, impact investing, and donor stewardship, aim to equip fundraisers with cutting-edge tools. He highlights the growing role of AI in streamlining administrative tasks, enabling fundraisers to focus on donor relationships. A compelling example includes a nonprofit leader who leveraged AI to add 100–200 more face-to-face donor meetings annually. Finally, the episode touches on the ongoing wealth transfer from Baby Boomers, framing it as an urgent call to enhance planned gift fundraising. Bill introduces updates to the planned gift management certificate, including a more donor-centric approach to these sensitive conversations. As always, The Fundraising School reaffirms its commitment to supporting fundraisers at every stage of their career with comprehensive courses, webinars, and tailored training programs, ensuring they stay ahead in an evolving philanthropic landscape.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Anthony Heaven, Ph.D., professor at the Indiana University Lilly Family School of Philanthropy, to discuss the experiences of African American fundraisers working within predominantly white institutions (PWIs). Drawing from his qualitative research, Dr. Heaven shares insights into the challenges, biases, and opportunities that Black fundraisers encounter, from navigating isolation to advocating for diversity and inclusion in their organizations. A key theme of the conversation is the pervasive sense of isolation faced by African American fundraisers. Dr. Heaven discusses how these professionals are often the only Black voices in their teams, bearing the dual burden of representing diversity while navigating covert racism and microaggressions. He also highlights the importance of building strong relationships, including mentors, sponsors, and allies, to overcome these challenges and create pathways for career growth. These relationships are especially critical given the frequent need to counteract biases from both colleagues and donors. The discussion also examines how race and identity shape the professional lives of African American fundraisers. Dr. Heaven reveals how race can serve as both an asset and a liability, with fundraisers using their experiences to connect with donors and advance racial equity, but also facing harmful stereotypes, such as hypersexualization or the "angry Black woman" trope. Through poignant anecdotes, he underscores the emotional toll these experiences take, while celebrating the resilience and advocacy of Black fundraisers who persist in their roles. The episode concludes with actionable recommendations for nonprofits to foster more inclusive and equitable environments. Dr. Heaven emphasizes the need for cultural competency training, mentorship programs, and clear organizational standards, such as the Fundraiser Bill of Rights, to support fundraisers in addressing inappropriate donor behavior. Bill also encourages listeners to explore the Fundraising School's offerings on diversity, equity, and inclusion to help organizations create stronger, more inclusive fundraising teams. Dr. Heaven leaves listeners with a powerful call to action: to embrace open dialogue and proactive change to ensure the future of philanthropy is equitable for all.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., welcomes Christopher Beck, CAP, Principal Gift Advisor at ALSAC/St. Jude's Children's Research Hospital, to demystify the complexities of planned gift fundraising. Often seen as daunting and overly technical, planned giving involves helping donors consider their legacy while navigating tax and estate planning strategies. Christopher shares insights on how fundraisers can overcome these challenges by focusing on relationships, listening for donor cues, and fostering meaningful conversations about long-term philanthropic impact. A central theme of the discussion is the collaborative nature of planned giving. Christopher emphasizes that success in planned gift fundraising is a team effort. Donors typically involve family members, CPAs, and attorneys in their decisions, and fundraisers must also rely on colleagues and external experts to address technical complexities. While planned giving can be a lengthy process, its foundation lies in the trust built with donors, many of whom are long-time supporters already engaged in annual and major giving campaigns. The conversation also explores diversifying planned giving efforts. Christopher highlights the importance of reaching younger donors, like Millennials, who are increasingly engaged in philanthropy, as well as donors from diverse racial backgrounds. He shares strategies for building trust, breaking down financial jargon, and tailoring approaches to different demographics. For example, engaging younger donors might involve discussing their legacy early, particularly during life milestones like starting a family or buying a home. The episode concludes with a reminder that planned giving is an investment in the future of nonprofit organizations. Bill encourages listeners to explore The Fund raising School's Planned Gift Management Certificate, a comprehensive resource designed to equip fundraisers with the knowledge and skills needed to succeed in this field. This program offers tools to help nonprofits unlock the transformative potential of planned gifts, all while centering the donor's vision and legacy. Watch the episode here: https://www.youtube.com/watch?v=Ses4sTA93mE

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., speaks with Elaine Martyn, Senior Vice President, Private Donor Group, of Fidelity Charitable, to explore the role of donor-advised funds (DAFs) in modern philanthropy. Fidelity Charitable, the largest recipient of charitable donations in the United States, administers DAFs as a tool for strategic giving. Elaine explains how DAFs operate as “charitable investment accounts,” allowing donors to contribute assets, receive immediate tax benefits, and distribute grants to nonprofits over time, fostering a thoughtful and impactful approach to philanthropy. A key topic in the discussion is the flexibility and accessibility of DAFs. Elaine highlights Fidelity's efforts to democratize philanthropy by setting the entry point to open a DAF at zero dollars, with grants starting at just $50. This model appeals to a wide range of donors—from first-generation wealth earners to established philanthropists. Donors use DAFs to align their giving with personal values, support causes like education and healthcare, and involve their families in creating a legacy of generosity. On average, Fidelity Charitable donors give 23% of their DAF assets annually, surpassing the minimum 5% distribution required of private foundations. Elaine addresses common criticisms of DAFs, such as concerns that they act as "parking lots" for funds. She counters with data showing that DAFs disburse a higher proportion of funds than private foundations and often prioritize multi-year and unrestricted funding—key priorities for nonprofits. The conversation also touches on how nonprofits can engage DAF donors effectively by fostering relationships and providing clear avenues for giving, such as highlighting DAF options on their websites and offering electronic fund transfer systems for seamless transactions. The episode concludes with practical advice for fundraisers on leveraging DAFs to benefit their organizations. Elaine emphasizes the importance of building donor relationships over focusing on DAF host organizations like Fidelity. She encourages nonprofits to educate themselves about DAFs and consider them as a growing segment of philanthropic giving. Listeners are invited to explore resources from The Fundraising School, including courses and webinars, to deepen their understanding of DAFs and other fundraising strategies. Watch the episode here: https://youtu.be/3AThjP0X57M

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., speaks with Travis Tester, MA, CFRE, Chief Development and Communications Officer for Foster Success, about innovative ways nonprofits can use artificial intelligence (AI) to enhance fundraising. Foster Success, a nonprofit supporting Indiana youth transitioning out of foster care, operates with a $5 million annual budget and a small fundraising team. Travis emphasizes that AI is not just for large institutions, sharing how his moderate-sized nonprofit is using accessible and often free tools to streamline operations and maximize donor engagement. A major focus of the conversation is how AI tools like Canva, Grammarly, and Otter AI save time and improve efficiency. Travis highlights Otter AI's ability to record and summarize donor meetings, freeing up to 15 hours per week for direct donor engagement. He also discusses the role of Salesforce's Einstein and Nintex tools in automating tasks like tracking donor communications and generating personalized thank-you letters or proposals, allowing for greater precision and personalization in donor stewardship. Travis explains how AI enables tailored interactions by analyzing donor preferences and aligning them with specific programs and services. For example, Foster Success uses Salesforce's Nonprofit Cloud to create customized donor proposals with minimal effort. This hyper-personalized approach enhances relationships, increases donor retention, and supports fundraising strategies rooted in intentionality and efficiency. The episode wraps with a broader discussion on the importance of embracing AI in nonprofit work. Travis encourages listeners to overcome hesitations, experiment with free AI tools, and seek training through resources like CharityExcellence.co.uk and The Fundraising School's courses. He underscores that AI is a game-changer for nonprofits of all sizes, allowing fundraisers to spend less time on administrative tasks and more time connecting with donors to advance their missions.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., speaks with Christopher Beck, CAP, Principal Gift Advisor for St. Jude Children's Research Hospital, about practical strategies to diversify donor databases and foster inclusivity in philanthropy. Christopher shares insights into the current push for diversity, equity, inclusion, and belonging (DEIB) in nonprofit work, emphasizing the importance of making potential donors feel represented and valued. He advocates for organizations to highlight diverse champions within their missions and ensure inclusive visuals in promotional materials to make people of color feel more connected to their causes. A key theme is the role of community relationships in fundraising. Christopher discusses the concept of "gatekeepers" within communities of color—individuals who hold trust and influence—and stresses the importance of engaging with them respectfully. He recounts personal experiences where persistence and trust-building turned skeptics into supporters. This relational approach, he notes, is essential in creating mutually beneficial partnerships and moving away from transactional interactions that have historically caused mistrust. The conversation also highlights structural changes nonprofits can make, such as diversifying boards of directors and celebrating donor inclusivity through initiatives like giving circles. Christopher explains that giving circles not only increase donor contributions but also foster a sense of community and mission alignment. He underscores that such strategies must evolve into broader integration of diverse donors into the organizational fabric, not just as separate activities. Christopher offers advice for fundraisers—especially those in a predominantly white profession—on leaning into conversations about diversity with humility and openness. He encourages connecting with affiliate organizations, acknowledging knowledge gaps, and building trust through genuine relationship-building. The episode wraps with Bill reminding listeners of the school's comprehensive approach to integrating DEIB principles into all its courses, reflecting their commitment to fostering inclusivity in philanthropy.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., welcomes Howard Husock of the American Enterprise Institute and E.J. McMahon of the Empire Center for Public Policy to discuss the impact of the 2017 federal tax reforms on charitable giving. They explore how the doubling of the standard deduction reduced the number of taxpayers who itemize, significantly diminishing the tax incentives for charitable contributions. While overall charitable giving has increased in nominal terms since 2017, the share of adjusted gross income dedicated to philanthropy, particularly by middle- and upper-middle-income households, has notably declined. Howard and E.J. detail how the reforms affected donor behavior, especially among households earning $100,000 to $200,000—a critical demographic for many nonprofits. With fewer taxpayers itemizing deductions, the traditional end-of-year giving surge, driven by tax considerations, has weakened. Meanwhile, wealthier individuals earning $1 million or more have increased their giving, leveraging tax incentives tied to capital gains and higher incomes. This shift highlights a growing disparity in how different income groups approach charitable contributions under the current tax structure. The conversation also looks ahead to 2025, when the 2017 tax policy is set to expire, potentially reopening the door to significant reforms. Howard and E.J. advocate for a universal charitable tax deduction, which briefly existed during the COVID-19 pandemic. They argue this policy could democratize tax benefits for giving, making it more inclusive and accessible across income levels, while protecting charitable incentives from being perceived as a "loophole for the rich." They also emphasize the potential of donor-advised funds (DAFs) to help donors bundle contributions for greater tax efficiency while maintaining consistent philanthropic support. For fundraisers, the episode underscores the importance of understanding the evolving tax landscape and its influence on donor motivations. Howard and E.J. suggest strategies like promoting DAFs and discussing "bundling" techniques with donors to maximize their giving impact. By staying informed and adapting to these changes, fundraisers can better engage donors and sustain giving in an increasingly complex tax environment.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. welcomes Alyssia Coates, Ph.D., Senior Director of Development Inclusive Philanthropic Engagement at Brown University, to discuss the concept of "inclusive philanthropic engagement." Dr. Coates shares her role in expanding Brown's donor base by focusing on inclusion and diversity, not only as a moral imperative but also as a path to more effective fundraising. Inclusive philanthropy, she explains, aims to authentically welcome individuals from all backgrounds and to create multiple avenues for their engagement and contributions, aligning these efforts closely with Brown's mission to support underrepresented groups. Dr. Coates describes the foundational approach she and her team took in making inclusion a core part of their donor engagement strategy. A crucial first step was aligning the mission of inclusive giving with the university's core values, like those in its Diversity and Inclusion Plan. She emphasizes the importance of representation: ensuring diverse voices are part of decision-making at all levels and consulting with alumni, parents, and community members to identify and remove barriers to giving. Dr. Coates points out that the success of this initiative required collaborative, cross-departmental efforts and responsive strategies, particularly when engaging during the pandemic—a time that also catalyzed new scholarship funds for African American students and other inclusive initiatives. Drawing on her experience, Dr. Coates offers practical advice for fundraisers aiming to diversify their donor databases. She highlights the importance of data analysis, such as examining zip codes and donor engagement levels, and conducting listening sessions with alumni. These strategies helped her team understand who was missing from their outreach and how to more effectively engage potential donors. She also emphasizes the need to avoid assumptions about donor potential based solely on wealth, noting that some highly engaged alumni had simply never been asked to contribute. This inclusive, people-centered approach led to significant increases in both alumni engagement and donations, particularly among underrepresented groups. Dr. Coates advises fundraisers to continually evaluate who is “at the table” and encourages them to ask, "Who is missing?" This approach has redefined the path toward building a more inclusive, engaged donor base at Brown, while her work offers valuable insights for the entire nonprofit sector.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. welcomes Danny Gatling, Vice President for Advancement and Alumni Relations at Guilford College, to discuss strategies for fundraising with limited resources. With many nonprofits operating on tight budgets, Danny shares insights on how organizations can creatively maximize their impact by leveraging technology and adopting innovative fundraising techniques. He emphasizes that being resourceful is essential, especially for smaller institutions and organizations. A key theme in their discussion is the use of technology to streamline operations. Danny describes how his team employed project management tools and automation to simplify processes like donor acknowledgments and correspondence. This "virtual conveyor belt" approach has freed up staff time for other critical activities. He notes that many of these technologies are surprisingly affordable, with tools costing as little as $5 per month, ensuring that even budget-conscious organizations can benefit from these efficiencies. Danny also explores the potential of artificial intelligence (AI) in fundraising. He explains how AI tools can assist with writing donor letters, analyzing donor data to target key prospects, and developing customized strategies for engagement. While addressing concerns about AI being “cheating,” Danny clarifies that AI serves as a starting point, enabling fundraisers to focus on higher-level relationship-building tasks. He stresses that investing in subscription-based AI tools provides greater value and scalability for nonprofits. The conversation shifts to the importance of building relationships with diverse donor bases through affinity groups—such as alumni of color, LGBTQIA+ networks, or even academic groups like biology graduates. Danny highlights how cultivating these smaller, organically formed communities can lead to larger networks of support. He advises fundraisers to engage with affinity groups thoughtfully, emphasizing that understanding their interests and values can create lasting, mutually beneficial partnerships. This people-centered approach, Danny notes, remains the heart of successful fundraising, even in a world increasingly driven by technology.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Genevieve Shaker, Ph.D., professor of philanthropic studies and Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy, about the role of celebrities in fundraising. Dr. Shaker shares insights from her research into how celebrities influence nonprofit fundraising efforts. While it's common to see celebrities endorsing products in the private sector, their involvement in philanthropy requires careful alignment between their values and the nonprofit's mission to have meaningful impact. Unlike product endorsements, philanthropic donations are driven by personal values, which makes authenticity and credibility key when involving celebrities. Dr. Shaker explains that while celebrity involvement can help increase awareness for a cause, the financial impact is often modest, unless in cases of urgent crises such as natural disasters. She cites the example of NFL star J.J. Watt, who raised millions for Hurricane Harvey relief, but notes that in general, celebrities do not guarantee a significant boost in donations. Rather, their role is more about drawing attention and generating visibility, leaving the nonprofit to handle relationship-building and donor cultivation. The discussion also touches on changes in the media landscape over time, comparing old models like the Jerry Lewis telethon to modern approaches, such as livestream fundraising by YouTubers. Dr. Shaker emphasizes the importance of selecting the right platform and celebrity based on where the nonprofit's audience and the celebrity's fan base intersect. With today's fragmented media landscape, the alignment between the nonprofit's mission and the celebrity's personal brand is more crucial than ever. Dr. Shaker offers practical advice for nonprofits considering a celebrity partnership. She warns of potential risks, particularly if the celebrity faces a scandal, and stresses the importance of strategic planning. Aligning with a local celebrity or influencer, rather than a national figure, can sometimes yield better results, especially if the individual has a deep connection to the community or cause. As with all fundraising efforts, nonprofits must carefully weigh the benefits and risks before engaging a celebrity.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Ann Fitzgerald, founder of AC Fitzgerald, to talk about the critical role of donor stewardship in nonprofit success. Fitzgerald emphasizes that nonprofits often struggle with donor retention, noting a staggering 70% of new donors never make a second gift. She explains that effective stewardship—building relationships with donors after their initial gift—is the key to improving retention and increasing donor lifetime value. Stewardship, Fitzgerald explains, begins after the donation is received. It involves not only the appropriate use of the funds but also maintaining a strong, ongoing relationship with donors. This requires prompt and meaningful acknowledgment, proper recognition, and regular updates on how their gift has made an impact. She advises nonprofits to personalize their engagement strategies for higher-level donors, ensuring that they feel valued and appreciated. A major takeaway from the discussion is that even a small improvement in donor retention—just 10%—can double the lifetime value of a nonprofit's donor base. To achieve this, nonprofits must prioritize stewardship at every level, from new donors to major givers. Fitzgerald suggests segmenting donor bases into categories and tailoring communication accordingly, emphasizing the importance of showing gratitude and impact without always asking for another donation. Finally, the episode touches on the organizational mindset needed to foster a culture of gratitude. Fitzgerald encourages nonprofits to be intentional about stewardship, investing time and resources into nurturing donor relationships, not just acquiring new donors. With advancements in technology, such as AI tools for donor engagement, even smaller nonprofits can improve their stewardship practices and deepen donor loyalty.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Miguel Lopez, CFRE, Senior Manager of Development at the San Diego Foundation, to discuss the organization's innovative El Camino Fund. Miguel shares his personal motivation for launching the fund, rooted in his experience as a first-generation Mexican American in San Diego. He highlights the Foundation's mission to address the wealth gap within the Latino community, which makes up 1.1 million residents of San Diego County. The El Camino Fund aims to invest $5 million over five years to bolster economic mobility and wealth generation in this community. Miguel outlines the initial steps of the El Camino Fund, which focused on engaging Latino donors, a group historically overlooked by the foundation as philanthropists rather than recipients of aid. He details his process of conducting feasibility studies with Latino community leaders and donors to gauge their perception of the Foundation, discovering that many felt excluded. By reaching out and inviting these leaders to participate, the Foundation began shifting its narrative towards inclusivity, fostering trust through personal, one-on-one connections and transparent conversations about past and present initiatives. The episode further explores the mechanics of the El Camino Fund, which operates as a community-led, pooled philanthropic effort. A Leadership Council of Latino community leaders advises on fund allocation, ensuring that the projects funded—such as workforce development programs and financial education initiatives—are culturally relevant and impactful. Miguel emphasizes the importance of this grassroots approach in building trust and engagement among Latino donors and ensuring the Foundation's long-term connection with the community. Reflecting on his journey, Miguel advises other nonprofits to embrace a human-centered approach, emphasizing the importance of listening and engaging directly with marginalized communities. He highlights that building trust and fostering authentic relationships takes time and patience but can lead to meaningful, long-lasting partnerships. The podcast wraps up with a nod to the broader implications of the El Camino Fund's success in making the San Diego Foundation more culturally relevant, aiming to diversify its philanthropic reach and ensure its initiatives are reflective of the communities it serves.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Hava Goldberg, Director of Corporate and Major Giving for Habitat for Humanity Canada, and discusses what motivates fundraisers to stay with nonprofit organizations. Goldberg, who recently celebrated her seven-year anniversary at Habitat, shares her reflections on retention and what organizations can do to foster long-term commitment among their fundraisers. She emphasizes that while passion for the cause is important, it's the organization's culture, leadership, and environment that truly encourage fundraisers to remain. Goldberg highlights key organizational factors that impact fundraiser retention, beginning with values alignment. She explains that fundraisers are more likely to stay when they feel connected to the organization's values and play a role in shaping them. A positive work culture, where values are lived out at all levels of the organization, is equally essential. Moreover, fundraisers need autonomy to succeed—trusting fundraisers to lead, make decisions, and pursue professional growth creates a more fulfilling and productive work environment. Drawing parallels between donor relations and fundraiser relations, Goldberg notes the importance of investing in fundraiser retention in the same way organizations focus on donor retention. Losing a key fundraiser can be just as costly, if not more so, than losing a major donor. Building deep, meaningful relationships with fundraisers, where both sides feel valued and supported, can lead to long-term success for both the individual and the nonprofit. Goldberg offers advice for CEOs and boards: trust your fundraisers, provide them with the tools they need, and resist the urge to micromanage. When fundraisers feel empowered and supported, they're more likely to thrive and meet key performance indicators, leading to stronger results for the organization. Balancing quantitative goals with the qualitative aspects of relationship-building is key to long-term success.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. chats with Woodrow Rosenbaum, Chief Data Officer for GivingTuesday, about the "Giving Pulse" tool—a data-driven approach to tracking generosity trends in the U.S. Woodrow explains that Giving Pulse provides weekly insights into American giving behaviors, helping nonprofits understand how and why people give. This tool surveys a representative sample of U.S. adults and reports quarterly on these trends, offering a real-time pulse on generosity. The conversation looks at how this data is gathered and made representative. Woodrow highlights the use of census data to ensure diversity in the survey panel and discusses how income is factored in after data collection. He notes that generosity extends beyond donations to nonprofits, encompassing informal acts like mutual aid and community support. This broader perspective is essential for understanding how to engage more people in giving, especially those not typically targeted by traditional fundraising methods. Woodrow also touches on a significant finding: nonprofit solicitation efforts have a direct impact on generosity. In Q2 2024, both solicitation and giving saw a downturn, showing how reduced engagement can limit opportunities for people to give. He stresses that fostering generosity isn't just transactional but should be seen as a dialogue that invites diverse participation. The episode wraps up with practical advice for fundraisers on using Giving Pulse data. Woodrow encourages nonprofits to shift away from focusing solely on high-net-worth donors and to embrace a more inclusive approach to fundraising. This inclusive strategy can unlock the potential for greater community support and foster a culture of generosity. For those interested, Giving Pulse data is available at https://www.givingtuesday.org/, alongside a helpful field guide for using this information to enhance fundraising efforts.

In this episode of "The First Day from the Fund Raising School," host Bill Stanczykiewicz, Ed.D. discusses the key findings of the 2024 Giving USA report with Josh Birkholz, CEO of BWF and Board Chair of the Giving USA Foundation. The conversation kicks off with the staggering headline figure—$557 billion in charitable donations, the highest ever. Adjusted for inflation, however, most donation sources show a decline, except for bequests. Birkholz clarifies that, unlike the stock market, these donations are "new gifts" each year, underscoring the sector's continued resilience despite economic pressures like inflation. Inflation plays a big role in the analysis of charitable giving, affecting both donor behavior and the perceived value of contributions. While everyday donors may feel the pinch, high-net-worth individuals continue to contribute significantly, often through structured vehicles like foundations and donor-advised funds (DAFs). Birkholz also emphasizes that giving has remained around 2% of the U.S. GDP, a consistent trend through economic highs and lows, signaling the cultural value Americans place on philanthropy. A key topic of discussion is how charitable giving has evolved, especially with the rise of DAFs and other structured mechanisms that may distort perceptions of individual giving. Birkholz highlights that while mega-donors like Mackenzie Scott and Michael Bloomberg continue to make headlines, the ultra-high net worth segment saw fewer mega-gifts this year. However, he stresses that generosity remains robust, even if the methods of giving are changing, with more people opting for innovative ways to contribute. The episode closes on a thoughtful note about the broader definition of generosity. Beyond the Giving USA data, Birkholz reminds us that acts of kindness, such as tipping generously or supporting GoFundMe campaigns, also reflect the American spirit of giving. Stanczykiewicz encourages nonprofits to adjust their fundraising strategies by factoring inflation into their goals, while continuing to connect with donors at all levels, reinforcing the joy and purpose behind charitable giving.

In this celebratory episode of "The First Day from the Fundraising School," host Bill Stanczykiewicz, Ed.D. welcomes Lilya Wagner, Ed.D., CFRE, a pioneer in the world of professional fundraising, as they commemorate the 50th anniversary of the Fundraising School. Lilya reflects on her early days in the profession, particularly when she transitioned from teaching to become Vice President for Advancement. She shares anecdotes from her first courses in the 1980s, taught by industry leader Hank Rosso, and emphasizes how far the field has come in gaining professional respect, credibility, and adopting ethical practices. A significant part of the conversation focuses on the evolution of fundraising as a respected profession, both in the U.S. and globally. Lilya notes that discussions about whether fundraisers are merely technicians or professionals started decades ago and have led to the establishment of formal training and standards. She highlights how the Fund Raising School has played a key role in promoting accountability, sustainability, and transparency in the sector. Wagner's international perspective is particularly rich, as she shares her experiences teaching fundraising in over 101 countries, including former Soviet territories like Estonia, where the American fundraising model provided valuable insights. Lilya also dives into her award-winning work on diversity in philanthropy, emphasizing the importance of recognizing generosity in underrepresented communities. She notes that although different cultures may give in various ways, the core principles of successful fundraising—building relationships, making a compelling case, and stewarding donors—remain universal. She shares how groups like Hispanics in Philanthropy and African-American Foundation Executives have helped amplify the diversity of voices in the sector and stresses the need for fundraisers to respect and adapt to cultural differences. Lilya offers advice for the future of fundraising, urging professionals to stay grounded in evidence-based training and to avoid "quick fixes" in a saturated market of professional development resources. She encourages fundraisers to see themselves as leaders within their organizations, regardless of titles, by projecting professionalism and focusing on the larger impact of their work. As the Fund Raising School enters its next 50 years, the episode stands as a testament to the vital role that ethical, inclusive fundraising plays in building stronger communities worldwide.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Chad Goble, MBA, a renowned fundraising consultant, about a novel approach to identifying major gift donors, particularly within healthcare organizations. Goble, who has over 30 years of experience in philanthropy, discusses the importance of shifting the focus from traditional wealth-based identification methods to a more nuanced approach that combines wealth with gratitude. He emphasizes that while wealth might determine how much a donor can give, gratitude is a powerful driver in the decision to give in the first place, especially within healthcare settings where patients and families often feel thankful for the care received. Goble introduces a cutting-edge tool his firm has developed, which utilizes artificial intelligence and machine learning to predict which patients or families are most likely to give, based on a “gratitude score.” This tool assesses about 2,000 data points, including factors like the distance traveled for care, the length of stay, and the intensity of the care received. The model, which has proven to be three times more effective than traditional wealth screening methods, allows organizations to better allocate resources and identify the best prospects for major gifts. The conversation also touches on how this gratitude-based approach can be applied beyond healthcare to other nonprofit sectors. Goble suggests that organizations should first evaluate the role of gratitude in their relationships with constituents and then determine how to measure and score that gratitude. This approach could be especially beneficial for sectors like animal welfare, where the emotional bonds formed through services provided could translate into significant donor potential. Stanczykiewicz connects the concept of gratitude to broader fundraising principles, such as linkage, interest, and ability, as taught at The Fund Raising School. He and Goble agree that gratitude could be a key element in donor involvement and advocacy, enhancing the overall effectiveness of fundraising strategies. The episode underscores the importance of emotional intelligence and empathy in fundraising, aligning with the School's philosophy of viewing these as “strong skills” rather than “soft skills.”

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Sara Konrath, Ph.D., a social psychology expert recognized for her research on empathy and its connection to philanthropic behavior. The conversation centers on recent findings from a study tracking empathy trends among Gen Z and Millennials. Initially, research from 1979 to 2009 revealed a concerning decline in empathy among young Americans, which was coupled with an increase in narcissism. However, new data shows a surprising "V-shaped" recovery in empathy starting around 2008, leaving researchers intrigued and searching for explanations. Dr. Konrath explores possible factors behind this unexpected rise in empathy, ruling out economic conditions and social media as primary causes. Despite the popular belief that social media contributes to declining empathy, the study suggests otherwise, showing an increase in empathy even as social media use grew. Dr. Konrath discusses the complex relationship between loneliness and empathy, suggesting that rising loneliness might be driving a heightened sense of empathy among young people, as they seek connection and respond to the distress of others. The episode also touches on the implications of these findings for the nonprofit sector. With empathy being a key motivator for charitable giving, the resurgence of empathy among younger generations offers a hopeful outlook for the future of philanthropy. Dr. Konrath emphasizes the importance of engaging Gen Z through meaningful volunteer opportunities, as their hunger for connection and desire to make a difference could translate into sustained philanthropic involvement, even if their current financial resources are limited.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. celebrates the 50th anniversary of The Fund Raising School with a special guest, Tim Siler, Ph.D., who led the School for 20 years. Together, they take a nostalgic trip through the evolution of fundraising, sharing key insights from the school's history and the enduring principles that have shaped the field. Dr. Siler fondly recalls the teachings of the School's founder, Dr. Henry Rosso, emphasizing the timeless mantra: "Fundraising succeeds when you plan, plan, plan, and ask." This strategy remains vital, though Dr. Siler notes that modern fundraising requires additional focus on stewardship, accountability, and donor engagement. The conversation shifts to how fundraising has adapted over the years, particularly in response to generational changes. Dr. Siler highlights the growing skepticism of institutions among Millennials and Gen Z, which contrasts with the trust Baby Boomers once had. This shift has led to a greater emphasis on proving organizational worth and aligning missions with donors' personal values. He also touches on the changing techniques in fundraising, such as the rise of social media and the decline of reliance on large events, advocating for more intimate, meaningful gatherings that foster a sense of community. One of the core themes of the discussion is the importance of ethical fundraising. Dr. Siler passionately discusses how language and approach matter in building genuine, transformational relationships with donors. He underscores the idea that fundraising is not just about transactions but about inviting people to join in fulfilling a shared mission. This, he argues, is a key component of what makes fundraising a "gentle art" and a deeply rewarding experience for both fundraisers and donors alike. The episode wraps up with a reflection on the ongoing relevance of foundational fundraising principles, such as the importance of relationships and the "four I's"—inform, invite, involve, and invest. Despite technological advances and new methods, these core tenets remain crucial to successful fundraising. The podcast also highlights the continued evolution of The Fund Raising School, with updated courses and resources designed to equip fundraisers with evidence-based practices rooted in both tradition and modern research.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. looks at the uncertain economic climate of mid-2024 and its potential impact on fundraising efforts. The big question on everyone's mind: are we on the brink of a recession, or is it just a distant possibility? With conflicting signals from various economic indicators—like the rise in unemployment to 4.3%, fluctuations in the stock market, and a mixed performance in sectors like construction and manufacturing—Stanczykiewicz explores the nuances of these trends and what they might mean for nonprofit organizations. Stanczykiewicz emphasizes that while the economy shows signs of both strength and potential decline, the principles of effective fundraising remain consistent. The key takeaway for fundraisers is to maintain strong, trust-based relationships with donors, focusing on their philanthropic values and motivations, which don't waver with economic conditions. He notes that during economic downturns, organizations with solid donor relationships often retain support, even as overall charitable giving might see minor declines, typically just half a percent after inflation. Additionally, Stanczykiewicz highlights the importance of preparing for potential recessions by building an operating surplus. While this may sound daunting, he reassures listeners that it's a skill that can be learned and implemented, pointing to the training offered by The Fund Raising School as a resource. Moreover, he underscores the idea that fundraising should be a constant effort—recession or not—where every day presents an opportunity to share your nonprofit's story and make a compelling case for support.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Abby Jarvis, Head of Content for Neon One. They discuss Neon One's new Recurring Giving Report, revealing significant trends and insights into the world of repeat donations. Abby breaks down the concept of recurring giving, explaining it as donations set to repeat at regular intervals, typically monthly. Surprisingly, the report shows a 127% increase in recurring donors between 2018 and 2022, suggesting that many donors are opting into these programs organically, without targeted fundraising efforts. One standout finding is the remarkable long-term value of recurring donors. While annual donors might give more in a single year, they typically engage for just under two years. In contrast, recurring donors stay engaged for an average of eight years, creating a more stable and reliable funding stream for nonprofits. Abby emphasizes the emotional and personal connection these donors have with their chosen causes, which fosters long-lasting relationships. This deep connection is further evidenced by an analysis of over 13,000 donor notes, showing that recurring donors often express their personal identities and emotional investments in their contributions. The conversation then shifts to the nonprofit organizations themselves. The data encompasses over 2,000 nonprofits of various sizes and sectors, revealing that larger nonprofits tend to capitalize more on recurring donations due to their greater resources and staff dedicated to these programs. However, Abby encourages smaller and mid-sized nonprofits to take cues from their larger counterparts and begin asking for recurring gifts. She highlights the importance of simply starting – enabling recurring donations on forms and communicating this option to donors through various channels. As they wrap up, Bill and Abby discuss practical advice for fundraisers. The key takeaway is to start asking for recurring donations and to incorporate this option into regular fundraising appeals. By doing so, nonprofits can build deeper, long-term relationships with donors, leading to sustained support and increased funding over time. The episode underscores the potential of recurring giving programs to transform fundraising efforts and ensure the longevity and stability of nonprofit organizations.

In this special 50th-anniversary episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. welcomes Amir Pasic, Ph.D., Dean of the Indiana University Lilly Family School of Philanthropy. The discussion begins by reflecting on the Fundraising School's impactful journey over the past half-century. Dr. Pasic emphasizes the importance of this milestone, noting the School's significant contributions to the field and the global reach of its alumni, who consistently report increased fundraising success due to their education. Dr. Pasic highlights the symbiotic relationship between higher education and professional development. He recalls how the School's founder, Henry Rosso, integrated academic research into the curriculum to ensure a robust foundation for practical fundraising skills. This model, unique to the Fundraising School, allows for continuous innovation and adaptation in the field. Dr. Pasic points out that having academic and professional development programs under one roof enables immediate collaboration and synergy, enhancing the relevance and application of their research. As the conversation unfolds, Bill and Dr. Pasic discuss the evolution of fundraising as a global profession. Dr. Pasic reflects on the international growth and professionalization of the field, fueled by cultural exchanges and the universal human inclination towards generosity. He discusses the dynamic nature of fundraising, likening its development to the global expansion of industries like music and film. This analogy underscores the burgeoning opportunities for learning and innovation in diverse cultural contexts, driven by shared principles of relationship-building and public service. Looking ahead, Dr. Pasic offers a thoughtful perspective on the future of fundraising amidst rapid technological advancements and societal changes. He underscores the importance of choice and agency in philanthropy, encouraging fundraisers to embrace the evolving landscape with a sense of purpose and adaptability. Bill wraps up by highlighting the academic pathways available at the Lilly Family School of Philanthropy, including online Master's programs and professional Doctoral degrees designed to integrate academic rigor with practical application. This episode not only celebrates past achievements but also inspires listeners to consider their role in shaping the future of philanthropy.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Julia Campbell, a fundraising consultant specializing in digital communications and storytelling for nonprofits. They discuss the art of storytelling to enhance fundraising efforts, emphasizing its power in connecting with donors on a human level. Julia underscores that stories are fundamental to human communication and processing complex information, which is why they are so effective in fundraising. Julia addresses common challenges fundraisers face, such as determining which stories are worth sharing and navigating confidentiality issues. She highlights the importance of focusing on the "why" of an organization's mission—its vision for the future and the problem it aims to solve—over the "what" and "how." She suggests thinking like journalists and looking for everyday anecdotes that reflect the mission's impact, even if they don't involve direct client interviews. The conversation moves to the ethical considerations of storytelling in fundraising. Julia advocates for a "Storyteller Bill of Rights" to ensure the subjects of stories have control over their narratives. Trust between the organization and the storytellers is crucial, as is the respect for their autonomy. She shares her own experience in developing trust with program participants and stresses the importance of evaluating whether the stories would make the storytellers proud if shared publicly. Finally, Julia discusses the value of stories that don't have happy endings. These narratives can be powerful fundraising tools by illustrating the ongoing challenges and needs within the organization's mission. Authenticity about the difficulties faced and the progress being made helps donors understand the complexity of the issues and motivates continued support. The episode wraps up with a reminder of the practical courses offered by the Fundraising School, designed to equip nonprofit professionals with skills to enhance their fundraising strategies.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. emphasizes the critical role of a strategic plan as the foundation for successful fundraising efforts. He begins by likening the strategic plan to a "Big Bang" moment for nonprofits, stressing its pivotal role akin to the genesis of relationships or partnerships. Bill highlights a surprising statistic from his extensive nonprofit experience: many organizations lack a formal, written strategic plan, hindering their ability to articulate their mission, goals, and impact effectively. Drawing on his own leadership experience, Bill recounts the impact of strategic planning on nonprofits, citing a significant foundation's insistence on seeing a strategic plan before awarding grants. He underscores how a well-documented strategic plan not only guides organizational strategy and programmatic decisions but also serves as a vital tool for fundraising, enabling nonprofits to clearly demonstrate to donors and stakeholders where their contributions will make a meaningful difference. Bill walks listeners through the essential components of a strategic plan, including vision statements, mission statements, declarations, goals, and objectives. He emphasizes the importance of these elements in crafting compelling fundraising appeals and engaging with donors and volunteers effectively. By involving a broad range of stakeholders in the strategic planning process, including board members, staff, and external partners, nonprofits can ensure alignment with their mission and enhance their organizational governance and fundraising effectiveness. Ultimately, the episode underscores the strategic plan's foundational role in nonprofit sustainability and growth, positioning it as not just a document but a roadmap for achieving impactful results and fostering donor confidence and support.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Dr. Gene Tempel, the founder of the Indiana University Lilly Family School of Philanthropy. Dr. Tempel shares the history and evolution of the Fund Raising School, which was established by Henry and Dottie Rosso in 1974 and later donated to Indiana University in 1988. He highlights how the School has transformed the field of fundraising by training nonprofit professionals to develop permanent fundraising infrastructures within their organizations, moving beyond the traditional reliance on external consultants. Dr. Tempel reflects on his own journey with the Fund Raising School, starting as a student in 1980, where he was impressed by the comprehensive training methods and the vision of its founders. He discusses how Hank Rosso's innovative concepts, such as the systematic approach to engaging donors and the importance of training practitioners, laid the foundation for the School's enduring success. Dr. Tempel emphasizes the significance of integrating fundraising within academic and research institutions, which has allowed the School to maintain a strong focus on evidence-based practices and the broader context of philanthropy. The episode also touches on the enduring principles of fundraising taught by the School, such as the joy of giving, the critical role of the Board, and the importance of a well-articulated case for support. Dr. Tempel highlights how technological advancements have evolved fundraising practices, yet the core concepts remain relevant. The Fund Raising School continues to adapt, offering a range of courses and certificates to meet the needs of today's nonprofit professionals, ensuring they are equipped with the latest tools and knowledge to effectively engage donors and support their missions.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Anna Pruitt, Managing Editor for Giving USA and Adjunct Faculty Member from the Indiana University Lilly Family School of Philanthropy. They discuss the 2023 findings from the Giving USA report. The total charitable giving in the United States reached a record high of $557 billion in current dollars, showcasing a 2% increase from the previous year. However, when adjusted for inflation, there was a slight decline, highlighting the impact of economic factors on philanthropic trends. The breakdown of charitable sources revealed a significant milestone as foundations surpassed $100 billion in donations for the second consecutive year, representing a steady increase in their share of total giving. Despite this growth, individual giving, which remains the largest segment at $374 billion, saw fluctuations influenced by economic conditions and personal income levels. Corporate giving also showed resilience, closely tied to GDP growth and corporate profits, although it did not keep pace with inflation-adjusted terms. Among the nine sub-sectors of charitable recipients, seven sectors experienced growth even after adjusting for inflation, with notable increases in areas linked to stock market performance and high-net-worth giving. Looking back at multi-year trends, the data indicated that charitable giving in 2023 surpassed pre-pandemic levels, reflecting ongoing support despite global uncertainties. The episode underscored the importance of strategic fundraising planning based on these insights, emphasizing the role of Giving USA data in guiding nonprofit strategies for donor engagement and sustainability.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Angelica Suarez, a seasoned advisor at Resilia specializing in nonprofit capacity building. The discussion centers on the crucial practice of relationship-based fundraising in higher education and beyond. Angelica defines this approach as shifting from transactional to transformational relationships, where nonprofits and donors collaborate to create lasting impact. She emphasizes the importance of genuine human connections amidst the distractions and fast-paced nature of modern nonprofit work, drawing from her extensive experience in both coaching nonprofits and leading fundraising efforts herself. Angelica underscores the common pitfalls nonprofits face in prioritizing tasks over relationships, highlighting her own past mistakes and those she's observed in her coaching role. She advocates for fundraisers to start by understanding themselves and their attitudes towards relationships and money, suggesting introspective exercises to overcome barriers to effective donor engagement. Angelica shares practical strategies for fostering meaningful connections, such as active listening, personalizing interactions based on donor interests, and demonstrating genuine appreciation beyond financial contributions. She encourages fundraisers to balance organizational goals with the quality of donor relationships, navigating pressures for quick results by staying true to core values of stewardship and genuine connection.