The Nonprofit Show is the daily live broadcast where our national nonprofit community comes together for problem solving, innovations, and reflections to foster greater social impacts. Each day the hosts and their guest experts cover relevant topics, from money to management to missions, with fresh thinking and ideas to help you and your nonprofit amplify your social impact and better achieve your mission, vision and values. //Join in with The Nonprofit Show Co-Hosts Julia C. Patrick, CEO of The American Nonprofit Academy and Jarrett Ransom, The Nonprofit Nerd and CEO of The Rayvan Group.  Watch or listen to The Nonprofit Show for new knowledge and amazing inspirations. Connect with nonprofit and social impact experts from across the globe. More details . . . https://bit.ly/34yEYk1 //Signup to watch the Live video broadcast of The Nonprofit Show and receive a show time reminder: http://bit.ly/3nxnADf // The Nonprofit Show is a production of the American Nonprofit Academy http://bit.ly/2LsVonu
Boards don't magically run themselves—and this lively discussion proves it. Strategist and facilitator Mary Kay Delvo of Inspiring Sight lays out a practical path for turning board service from a vague obligation into purposeful leadership. She starts with a truth we all feel: “If they knew better, they'd do better.” Most board members were never taught governance, so we must teach it—and then expect ownership.Mary Kay reframes board work with a memorable mantra: protect and direct. Every decision should answer, How does this protect the organization and or direct it? Pair that with her second keeper—“Noses in, fingers off”—and you've got a fast filter for staying strategic without micromanaging.Her signature Seasonal Board Cycle makes governance easy to see and easy to use:· Spring – Plant and cultivate: recruit intentionally for perspectives you truly need.· Summer – Engage effectively: spread work through committees so knowledge isn't concentrated.· Fall – Revitalize and harvest: measure real impact, not just attendance.· Winter – Recharge and look ahead: scan for change, refine strategies, and celebrate wins.On strategy, Mary Kay replaces the dusty plan with a Strategic Map—a living journey to a destination. The destination stays constant; routes change as conditions change. That's why boards must revisit the map, assess detours, and make smart adjustments with staff. After the board approves the map, staff craft an Understanding Impact Map with goals, success indicators, reviews, and board reporting—so every meeting tracks progress, learns from misses, and recommends course corrections.She also addresses the classic tension between boards setting direction and staff living the day-to-day. Her non-negotiable: senior leadership joins the board in mapping, and staff input is synthesized and heard. Otherwise there's no buy-in—and without buy-in, plans gather dust.Most of all, Mary Kay gives boards permission to be human. Seasons change. Routes shift. Progress accelerates when everyone knows the role they play and the questions they must ask. Or in her words: “Boards need to be responsible for their own succession, evaluation, and foresight.” When that happens, governance becomes energizing—and impact becomes visible.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Nonprofits talk about programs, fundraising, and boards—but rarely about how to build and lead a modern finance team. JMT Consulting's Taylor Bost and Samantha Tiso deliver a clear, practical playbook for turning finance from a back-office function into a strategic engine.Samantha reframes the relationship right out of the gate: “We view the finance department as the customer support for the rest of the company.” That posture—service, responsiveness, and clarity—reduces fear, boosts collaboration, and speeds decisions. It also demands better systems. As she puts it, “With the right system… that is possible if you have it structured the right way.” Translation: good data in, fast insight out.Taylor widens the lens to organization-wide alignment. Finance is not just P and L. It is grants, restrictions, repeat donor behavior, and cost to raise a dollar—metrics that reshape priorities across teams. That is why she pushes for a single ‘source of truth' and warns against siloed tools: when data is scattered, people end up re-keying information and fixing errors. Her reminder lands: “Every time a human's touching something… you're opening yourself up to room for error.”Measurement matters too—of the finance team itself. Taylor offers practical KPIs any CEO or board can use: monthly close time, volume of audit adjustments, and adoption of automation. If close cycles are drifting from 5–7 business days to 15–20, there is friction you can remove with better workflow, integrations, and roles.Governance shows up repeatedly. Samantha adds: “The C-suite needs to be looking at it. The board needs to be looking at it.” Confidence in numbers is confidence in the organization. And with grantmakers demanding more frequent and better-substantiated reports, integrated systems are no longer optional—they are essential.The quick-paced convo also tackles outsourced and remote finance. Success hinges on clear ownership of recurring tasks, documented deadlines, and transparent communication channels. Taylor's advice: break the monthly engine into parts—reconciliations, payment application, approvals—so nothing stalls.The icing on the cake? We get a preview of Innovate 2026 conference and JMT's three-decade journey—from early outsourced accounting to full-stack finance technology and process advisory. Samantha shares how Innovate blends training with thought leadership on grants, banking, interest rates, and board communication, ensuring every role—from CFO to controller to ops—walks away with practical upgrades.Big takeaway: modern nonprofit finance is a service mindset plus integrated tech plus shared accountability. Or in Taylor's words, “CFOs step a little bit more into the tech strategy role.” When finance leads with service and systems, everyone rows in the same direction—and mission moves faster.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Financial leadership is more than numbers—it's the heartbeat of nonprofit sustainability. In this Nonprofit Power Week finale of The Nonprofit Show, Regional Director Ellie Hume of Your Part-Time Controller (YPTC) brings clarity and candor to some of the most frequently asked financial questions. With an “Ask and Answer” format, the conversation covers everything from roles and responsibilities in financial leadership to the evolving landscape of fractional CFOs.Ellie sets the stage by redefining how we see finance in nonprofits: “Finance is literally the thread that draws every piece of the organization together because without it, nothing works.” She dismantles silos by urging finance professionals to engage deeply with program, marketing, and development teams to ensure that data isn't just accurate but also meaningful for decision-making.The discussion takes a practical turn as Ellie differentiates between controllers, comptrollers, and CFOs. She outlines the transactional oversight of controllers, the governmental nuance of comptrollers, and the strategic future-focus of CFOs. She also digs into the importance of internal controls, noting their role in fraud prevention and audit readiness.The lively session shifts into the governance space. How often should boards review and sign Conflict of Interest (COI) policies? Ellie's answer is clear: annually at minimum, but immediately when new conflicts arise. She gives a relatable example: a contractor-board member bidding on a capital campaign project must disclose and recuse themselves. Transparency, she argues, isn't optional—it's fiduciary duty.Ellie also challenges assumptions about credentials. Do finance directors need to be CPAs? Her answer: “You truly just need great accounting skills and a strategic mindset to help the organization use financial information to make good business decisions.” Certifications like CPA or CMA add credibility but don't replace experience or practical skill.The conversation also explores the rise of fractional leadership. Ellie frames fractional CFOs as an efficient way to access high-level talent at a fraction of the time or cost, particularly useful during transitions or to prepare for a new hire. Fractional arrangements, she explains, can be both short-term bridges and long-term partnerships.The conversation wraps with a powerful reminder for board members: ask tough financial questions. Are resources aligned with mission? What risks are we facing? Do internal controls hold up? And crucially—what training do board members need to responsibly interpret financial statements?#TheNonprofitShow #NonprofitFinance #FractionalCFOFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In this Nonprofit Power Week conversation, we sit down with Jen Blasy, Manager at Your Part-Time Controller, to confront a topic many organizations would rather avoid: fraud in the nonprofit sector. Jen is unequivocal about the stakes: “Fraud has been a constant. It may look different, but it's still happening.” She explains why the sector's empathy, trust, and lean staffing models can unintentionally create exposure—especially in a remote and hybrid world where e-mail, text, and chat now mediate so many approvals and financial transactions.Jen moves past labels to show how fraud actually occurs. She refreshes the classic “triangle” of pressure, rationalization, and opportunity by adding capability and personal ethics, then wraps it all in culture. Tone at the top matters, she notes, because expectations, zero tolerance, and open conversation are often the only real deterrents. “We need to normalize the discussion of it so that it becomes more normal to talk about,” Jen adds, urging leaders to speak plainly with staff, boards, auditors, and yes—donors—about risks and responsibilities.Concrete scenarios make the message land. From stolen cards being “tested” on donation pages to refund requests designed to route money out through alternate channels, Jen shows how seemingly donor-friendly instincts can be weaponized. She pushes organizations to map their most common money-in and money-out pathways, document updated controls that fit remote workflows, and rehearse a response plan before a crisis. Who do you call first? Legal counsel, your insurer, your auditor, a board champion? Decide now, not mid-incident.The throughline is sector solidarity. Because incidents are underreported and under-prosecuted, offenders can quietly move from one organization to another. Jen challenges leaders to think beyond their own walls and treat transparency as community protection. Make fraud risk a standing board agenda item, ensure auditors' annual fraud conversations are substantive, and appoint an internal champion to coordinate policies, training, and continuous improvement.Fraud will not be eliminated, but its impact can be contained by stronger culture, modernized controls, and candid conversation. This episode equips executives, finance teams, and fundraisers alike to recognize where they're vulnerable and to act. As Jen frames it, progress starts when we stop whispering about fraud and start planning together. #TheNonprofitShow #NonprofitFinance #FraudPreventionFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Nonprofits want the speed of automation and the promise of AI—but Alicia Eastvold, Department Leader for Client Technology Solutions at Your Part-Time Controller (YPTC), explains why many orgs stall at the starting line: messy, bloated, and fragmented data. Her central thesis is simple and powerful: “We can't speed things up if it's not organized, and we can't write simple rules around it for where it belongs.” From the first minute, Alicia reframes “data hygiene” away from fear and toward usefulness—think Marie Kondo for systems: keep what serves the mission, archive the rest, and label everything so your “smart assistant” can actually find the hammer.Alicia maps two common failure modes: too much information (endless, unreadable reports) and poor structure (the same concept scattered across donor CRM, accounting, and spreadsheets). Both grind automation to a halt and produce costly mistakes in grant allocations, budgets, and forecasts. Her practical fix: decide what you need going forward, set a cutoff, inactivate legacy categories, and build simple, durable rules that can run 1,000 times. As she puts it, “Think big about what would happen if I had to do this thing a thousand times and plan your process that way.”A standout story: a client wanted a complex custom payroll allocation tool. After examining their cluttered chart and inconsistent rules, the team cleaned the system, documented clear rules, and discovered an off-the-shelf cost allocation tool that did the job at a fraction of the price. Takeaway: better structure often beats bespoke code.The stakes are real. Misallocations can snowball into seven-figure problems, finger-pointing between development and finance, and restricted funds that can't be used where they're most needed. Clean, rule-based data unlocks credible budgeting, forecasting, and the ability to ask funders for the right dollars—including flexible, unrestricted support. It also fuels data storytelling that boosts trust and investment: when leaders visualize program costs, funding gaps, and outcomes with clarity, credibility skyrockets.Bottom line: start today. Choose what matters for the next 12–24 months, archive the past, enforce naming and categorization rules, and think like an enterprise—no matter your size. Clean data returns time to your people, turns AI from buzz to utility, and powers decisions that move the mission! #TheNonprofitShow #DataHygiene #NonprofitAutomationFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Scenario planning often sounds like a board retreat buzzword, but in this Nonprofit Power Week episode it becomes a practical playbook with receipts. Director Tesa Piccioni of Your Part-Time Controller (YPTC) reframes uncertainty as a routine operating condition, not a meteor strike. Her thesis is disarmingly simple: “Let's take the un out of uncertainty and accept that certain things are going to happen. Let's prepare.” Preparation, she argues, isn't about predicting every storm—it's about building a habit of visibility and fast pivots.We start with the kitchen-table finance questions: What do you have? What do you owe? What's promised in and promised out? From there, the “boring” stuff—clean records, timely allocations, grant restrictions, and a rolling forecast—becomes the organization's superpower. As Tesa puts it, “If you have good information in, you get good information out—and that lets you act, not just react.” She expands the aperture beyond budgets: think balance sheet integrity, a just-in-case line of credit, and board fluency in financials so decisions don't stall during turbulence.The clever twist: scenarios aren't just bad-news drills. Tesa insists on planning for lucky breaks too—unexpected windfalls, mergers, or a connector board member who opens doors. That $1.5M surprise check? Without a plan, it's chaos with confetti. With a plan, it's momentum.Her practical framework pairs SWOT with three starter lenses: revenue up, revenue down, and environmental change. Master those, and you're not memorizing scripts; you're training reflexes. Equally important, it's not a finance-only sport. Program leads, executives, and boards need shared situational awareness so services continue even if the lights don't.Tesa links this directly to strategy: strategic planning sets the destination; scenario planning keeps the route open when reality tosses detours. Review cadence? Not annually—responsively. The moment regulations shift, funds lag, or opportunities appear, open the playbook and adjust. That rhythm replaces anxiety with calm, which is precisely what constituents deserve.The payoff is cultural: organizations stop operating in crisis posture and start operating with poise. Think FEMA's checklists, but for food banks, youth programs, and arts orgs—quiet competence that protects the mission on ordinary Tuesdays and extraordinary Thursdays alike.#TheNonprofitShow #ScenarioPlanning #NonprofitFinanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
A very timely discussion with Derick Dreher of Your Part-Time Controller (YPTC) about what a federal budget stalemate really means for everyday nonprofit operations. Rather than getting lost in D.C. noise, Derick helps translate the process into plain decisions leaders can make right now. He distinguishes the big-picture spending framework from the agency-level appropriations that actually move money—and why, when competing continuing resolutions stall, operational pain shows up fast in grants, cash flow, and communications.Derick is direct about timing and accountability. “Government shutdowns are very disruptive,” he notes, because grants staff are furloughed, portals can go dark, and payments pause. That doesn't suspend your obligations: “If you have a report due date during the shutdown, you better send it in.” When systems are down, mailing with receipt becomes a practical move. He also cautions against attempting full drawdowns before costs are incurred; federal awards are reimbursement-based, and advances (if any) require clear permission and careful documentation.The heart of the conversation is a workable to-do list. First, narrow your information sources: look to the National Council of Nonprofits, your state association, and trusted sector platforms rather than endless doom-scrolling. Second, contact program and fiscal officers now—before furloughs begin—to ask about extensions, submission methods, and any allowable advances. Third, communicate with stakeholders early so they don't fill the silence with assumptions: explain what services could shift, what your contingency looks like, and how supporters can help.On finance, Derick recommends tightening the cadence of cash views to weekly during uncertainty and building a scenario that assumes zero federal revenue for a period. That plan—reviewed with the board—becomes your “break glass” map if payments stall. Pair that with thoughtful revenue diversity (individuals, corporate, foundation, government) so a delay in one stream becomes a solvable liquidity challenge instead of an existential crisis.Derick also flags a recent executive order on federal grantmaking that may slow timelines and alter risk: added political approvals, a preference for lower indirect rates, and a new termination clause could change how awards feel on the ground, at least temporarily. Agencies are emerging from a mandated pause, and budgets remain unsettled—so expect ambiguity, double down on documentation, and keep your communications clear and proactive.The message is steady and usable: focus your inputs, talk to agencies now, model contingencies, and keep people in the loop. Preparedness here isn't alarmist—it's good stewardship under uncertainty. #TheNonprofitShow #NonprofitFinance #GrantManagementFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Julia C. Patrick and Tony Beall turn board jitters into momentum with a simple, generous framework: four board roles that make fundraising feel natural, human, and actually fun. Julia sets the tone with a zinger that boards will remember: “This is not a no situation. This is a KNOW situation.” From there, Tony maps the path: “Prospector, cultivator, solicitor, and steward—four very simple roles that are really impactful.”Prospectors spark the pipeline by looking at real relationships—LinkedIn, circles of influence, workplace connections—to spot people who might love your mission. Julia notes this is the one job every board member can do without sweaty palms. Cultivators then step in as brand ambassadors, sharing stories, hosting small gatherings, and learning what lights a supporter up—without making the ask. Think hype team with heart!Next up: solicitors. Some board members truly enjoy asking (yes, unicorns exist). Tony clarifies that “strength in numbers” doesn't mean bringing a stranger to the ask; the right voice in the room is the one with an authentic relationship. Finally, stewards keep the glow going—handwritten notes, quick calls, social shout-outs, tours—feeding the feedback loop so staff and board hear what donors feel and see. Introverts rejoice: stewardship offers tons of low-pressure ways to shine.Julia and Tony keep it real about energy, fit, and growth. Not everyone will love every role, but everyone can contribute somewhere—and many will stretch into new skills with a little structure and encouragement. The pair celebrate their new book, The Architecture of Fundraising (artwork by Tony, applause from Julia), and salute Executive Producer Kevin Pace for nudging the dream into reality.Bottom line: pick your lane, keep the lanes moving, and talk about them at every board meeting with intention. When board members match their temperament to the right role, confidence rises, the process hums, and your mission gets the fuel it deserves.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Donor communication isn't a seasonal chore—it's the garden you tend all year. In this lively conversation, James Misner, Founder & Owner of The Kipos Group (Greek for “garden”), shows how consistent, human-centered messages keep supporters engaged, confident, and eager to act. His opening frame is memorable: schools send multiple reminders for an early bus drop-off because people are busy; nonprofits should be just as persistent—thoughtfully. As James says, “You should not be afraid to reach out to your donors… they need you to serve them by communicating frequently.”James introduces a practical “trust triangle”: organization, leadership, and impact. Rotate your content so supporters see a stable organization with real stories, a visible and thoughtful leader, and outcomes that are tangible. Variety matters—mix email, social, mail, live streams, and short videos so people meet you where they already are.He's blunt about retention. Too many nonprofits don't know their number, and the sector average still hovers around mid-40%. Causes of lapse you can't control (life events) exist, but others are absolutely in your hands: saying thank you promptly and showing outcomes clearly. “If you do that, and that alone, and you do that regularly, your donors are going to stick with you.” James shares a jaw-dropping example of unthanked five- and six-figure donors—proof that basics move mountains.To win in today's attention economy, flip the script: make the donor the main character. Replace “we did X” with “you made X possible,” pairing metrics with meaning. Anchor stories in universal emotions (worry, hope, pride, relief) so even complex issues feel relatable. Segment when useful, but never lose the thread of human feeling.James also adapts classic business wisdom for fundraising: keep donors, invite them to bring friends, grow generosity without eroding trust, and operate efficiently. The math is compelling—modest retention gains transform budgets, especially under $1M. The mindset is calmer, too: breathe, be thoughtful, and show up regularly with messages that serve.Bottom line: water the garden weekly. Use stories, data, leadership voice, and channel variety to build trust. Put the donor at the center, thank quickly, report outcomes often, and watch retention—and impact—bloom.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Nonprofit hiring is not matching the national headlines, says Katie Warnock, founder and president of Staffing Boutique. While recent reports suggest softer job numbers and higher unemployment, she's seeing the opposite on the ground: “We had a really slow two quarters, and we've been so busy basically since after July 4th weekend.” Executive searches are surging, selective contract roles are back, and LinkedIn is “popping” with real openings—especially across development and campaign management.The cost of churn remains steep. Katie points to a national onboarding average around $4,100—often higher in New York—once you factor technology, training, time from other staff, and HR overhead. Healthcare pressure is reshaping behavior, too: some nonprofits keep long-term temps on agency payroll to avoid absorbing benefits costs. That creates short-term budget relief but risks long-term stability.Compensation is a persistent constraint. Corporate teams can flex salaries across a department; nonprofits live inside board-approved budgets for one to three fiscal years. As a result, Katie urges leaders to compete with something other than base pay: flexible work design, professional development, wellness perks, and individualized schedules. “You do not have a recruitment plan unless you have a retention plan,” she says. That retention plan should be tailored—“a buffet” of options aligned to what your own people actually want.Flexibility is the top request. Remote or hybrid schedules remain a decisive factor for candidates (Katie notes that roughly a third of responses to a 1,000-person outreach said “I want a remote job”). Some organizations are testing a 9/80-style calendar to give every other Friday off. Others fund upskilling, reimburse gym memberships, expand fertility benefits, or simply allow staggered start/stop times to match how people work best.Still, leaders should balance flexibility with culture. Katie acknowledges that fully remote teams can lose the informal learning and creative lift that happens before and after in-person meetings. Board members are noticing the productivity difference. Her view: know your workforce, listen through regular check-ins (not just exit interviews), and publish options everyone can access—then let staff choose what fits their season of life.Finally, plan for burnout—especially in the C-suite where many leaders delayed retirement through COVID and are now exhausted. Encourage time off, normalize boundaries, and recognize that Q4's fundraising sprint amplifies strain. The bottom line: retention is strategy. Build it intentionally, budget for reality, and give your people modern ways to do their best work.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
AI isn't a magic wand—but it can absolutely help nonprofits do more with less when you understand what it is, where it fits, and how to use it wisely. In this energizing conversation, technology associate and CPA Christine Chacko from Your Part-Time Controller (YPTC) explains the practical difference between automation and AI, when to use each, and how to keep data safe while you experiment and learn. As Christine puts it, “AI is actually a form of automation,” but it handles open-ended, judgment-heavy tasks while traditional automation follows clear, narrow rules. Think rules for categorizing expenses (automation) versus analyzing trends, benchmarking, and surfacing insights across donor segments (AI).Christine offers real nonprofit examples: blend automation to roll up donor data by type, then ask AI to interpret changes year over year, spot seasonality, or flag post-pandemic shifts. She shows how AI shines as a writing helper—drafting grant narratives tailored to funders' preferences or condensing verbose copy into crisp executive summaries—while reminding us to review outputs for voice, accuracy, and appropriateness. “We really like to think of it as a thought partner,” she says, perfect for bouncing ideas, testing messages, and clarifying complex financial stories for boards.Security matters, too. Christine's guidance is simple and strong: read the fine print, know what you opt into, and understand the difference between models embedded in trusted systems and those that reach out to other tools. She introduces agentic AI—systems that can act on your behalf (e.g., access Outlook, browse the web, schedule emails)—and explains why permissions, policies, and internal controls must come first. Hallucinations are less frequent in newer reasoning models, but review remains essential—especially for grants and external communications where stakes are high.Finally, Christine maps the near-term horizon: expect broader, more accessible agentic AI inside finance, IT, customer support, and daily workflows. Success won't come from tools alone; it comes from culture—clear use cases, communication, training, and solid processes. Used well, AI reduces drudgery (transcripts, notes, routine emails) so nonprofit teams can focus on judgment, relationships, and mission results.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Nonprofits lean on outside platforms to save time and stretch budgets—but those relationships can quietly expose sensitive donor, client, and payment data. In this episode, Senior Cybersecurity Advisor Parker Brissette of Richey May explains how to recognize and manage third-party software risk before it becomes tomorrow's headline. He starts with a simple lens: follow the data. Where is it stored? Who can touch it—directly or indirectly? Many teams only think about contracted vendors, but Parker widens the aperture to “shadow IT” and consumer tools staff use without formal approval. As he puts it, “Third parties is really anybody that can touch the data at any point in your business, whether you have an agreement with them or maybe not.”From privacy regulations (GDPR, CCPA) to sector-specific rules (HIPAA, PCI), nonprofits carry legal and reputational exposure the moment personal information enters their systems. Parker offers practical steps: inventory paid tools via your accounting system; ask, “If this vendor vanished tomorrow, what would break?”; and press vendors for proof—SOC 2 reports, ISO 27001, or completed security questionnaires. For organizations without a CIO, he recommends clear contracts and one non-negotiable safeguard: “The biggest thing that I recommend in any third-party engagement is setting an expectation of having cyber insurance, because that's a big protection for you financially.”AI enters the picture with both promise and peril. Consumer AI tools can learn from and retain your uploads, potentially exposing proprietary or personal information. Enterprise agreements (e.g., Microsoft Copilot) can offer stronger data protections, but only if configured and used correctly. Parker's guidance is pragmatic: don't ban AI; set guardrails, choose vetted tools, and train teams.Finally, he urges preparation and transparency. Incidents can happen—even with good controls. Donors and corporate funders expect frank communication about what protections exist and what happens if data is exposed. Build trust now by documenting safeguards, validating vendors, and rehearsing your response.You don't have to be a security expert to make smart choices—but you do need a map: know your systems, test your assumptions, ask vendors for evidence, and write risk into your contracts and budgets. That approach turns anxiety into action—and preserves the trust your mission depends on.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Giving Tuesday can feel like a moving target—but after this discussion with guest Jared Throneberry of Bloomerang, you'll have a clear, energizing plan. Jared blends tech savvy with a lived heart for service—Big Brothers Big Sisters, foster parenting since 2011, and community leadership—so his guidance lands with real-world credibility. His first message: you don't have to participate just because everyone else is. If the timing crowds your year-end efforts, your team is stretched thin, or the format doesn't fit your culture, sit it out without guilt. But if you choose to participate, choose to excel.Success begins with a specific purpose. “You want to have a specific campaign for this. You want to have a purpose,” Jared tells us. He urges organizations to set a reasonable, public goal and show visible progress with a giving thermometer. Momentum matters; keep supporters informed throughout the day and celebrate milestones. Matching gifts can amplify urgency—secure a partner that doubles donations during the 24-hour window.Communication is the engine. Schedule emails and posts before, during, and after the day. If social media is your lane, lean in. If your audience responds better to email or text, use those channels with clarity and brevity. Bloomerang's Giving Tuesday templates can help you prepare messages in advance, so your team is executing—not scrambling—on the day.Think beyond dollars. Jared proposes creative non-financial asks: diapers for a pregnancy center, items from an Amazon wish list, or a “share this post” action to expand reach. He even flips the script: host a donor appreciation touchpoint—coffee, breakfast, or a thank-you event—to strengthen relationships and set the tone for year-end. It's generous, memorable, and aligned with the spirit of the day.Competition can be fun, but mission comes first. Craft your campaign around a tangible need—a piece of equipment, a program milestone, or a defined impact story—so supporters feel the “why” in every update. As Jared reminds us, “Don't just give to us because it's Giving Tuesday. Give to us to this cause for this reason.” Choose intentionally, plan early, communicate often, and finish with gratitude. Do that, and #GivingTuesday becomes more than a date—it becomes a launchpad for deeper engagement.#TheNonprofitShow #GivingTuesday #NonprofitFundraisingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Donor portfolios often feel like a mystery—part science, part art—and this episode of Fundraisers Friday peels back the curtain on what they really mean for nonprofit professionals. Cohosts Julia Patrick and Tony Beall use their signature mix of storytelling and strategy to break down the “book of business” in a way that feels both practical and inspiring.Julia opens with candor about her first experience: “Somebody called me up and said, hey, I'd like to take you out to lunch because you're in my portfolio. And I was like, what?” That moment of confusion and discomfort becomes the jumping-off point for a discussion that many fundraisers will instantly recognize: donors rarely know about these tools, yet they shape so much of the relationship-building process.Tony points to the importance of seeing portfolios not as sterile lists but as vital instruments of stewardship and organizational learning. “These types of portfolios and this technology also allow us to monitor activity—not as a watchdog, but as a way to gauge the success of our strategies.” He reframes portfolios from something “icky” into something essential: a roadmap for deeper donor care.The duo walk through the practical side—averages for donor counts, segmentation across major gifts, planned giving, and annual donors—while weaving in human moments that give the conversation heart. Julia reflects on board experiences where donor binders were passed around over pizza, and Tony shares how his father's fire boots by the front door modeled volunteerism that still fuels his passion today.Data hygiene becomes another teaching moment. Julia compares sloppy data entry to “middle school health class,” driving home the reality that a CRM is only as good as what you put in it. Tony adds nuance by showing how even small details like recording gift frequency—not just dollar amounts—can shape how nonprofits honor commitment and longevity.The most surprising segment is the discussion of “portfolio divorce.” Sometimes a fundraiser and donor simply don't align—politically, personally, or stylistically—and it's healthier for the mission to transition that relationship elsewhere. Tony reminds us that “the mission is more important than your ego,” a guiding principle every nonprofit professional can keep close.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Host Julia Patrick welcomes Herb Paine, CEO of Paine Consulting Services, for a candid and thought-provoking conversation about the future of nonprofit education and leadership development. With decades of experience as a consultant, author, and sector leader, Herb brings a sharp perspective on how nonprofit organizations are preparing—or failing to prepare—for an era defined by disruption and rapid change.Herb cautions that too much of today's training for nonprofit executives and boards is locked in repetitive, outdated models. “A lot of what's going on in these spaces of learning is performative,” he explains, “but it's about doing better, not really engaging in systemic change.” Instead of producing transformative leaders, he argues, programs often reinforce traditional management practices that no longer align with the pace of technological, cultural, and social change.At the heart of his critique is governance. Boards are often celebrated for attracting members with deep pockets or corporate influence, yet that influence can restrict meaningful innovation. Herb recalls moments when distinguished board members blocked advocacy efforts because their corporate employers opposed certain policies. “What I'm more concerned about,” Herb insists, “is rethinking who governs, who's at the table, and how do we engage those people most affected by the policies and actions of organizations.”The deep conversation also surfaces a persistent issue in nonprofit leadership: the lack of standardized education and pathways. Unlike law or architecture, nonprofit leadership does not begin with a common language or academic foundation. Many executives are promoted from program roles without the necessary grounding in governance, financial strategy, or community-driven leadership. This creates a cycle of tactical rather than strategic planning, leaving organizations vulnerable to financial overextension, disengaged boards, and leadership silos.Herb further challenges consultants and educators, urging them to move away from formulaic retreats and stale curricula. Instead, he calls for dynamic, collaborative learning environments that confront fundamental questions of mission, value, and equity. He even suggests a “training school for consultants” to ensure they are equipped not just to facilitate sessions, but to guide transformation.The discussion turns briefly to philanthropy, where Herb sees funders as potential catalysts for change. While acknowledging the restrictions that often shape grantmaking, he advocates for foundations to take bold steps in supporting leadership development and systemic reinvention..Ultimately you will find Herb's message is clear: the nonprofit sector must stop spinning its wheels in repetitive systems and start rethinking leadership, governance, and education in light of the future already upon us. His forthcoming book, Up Your Nonprofit, will expand on these themes, offering a roadmap for organizations ready to embrace change.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Social media strategist, author, and TEDx speaker, Robin Nathaniel, unpacks the connection between human relationships and digital platforms. With fresh ideas and candid energy, Robin introduces his SYNC Method—a framework designed to help nonprofits create authentic, meaningful engagement online.Robin explains, “S is for simple. Messages you can say in four words—don't say in twenty. Don't overcomplicate your story.” He challenges organizations to focus less on technical jargon and more on clarity. The “Y” stands for Yield—yielding to intention. Instead of just pushing events, campaigns, or donation requests, he urges nonprofits to ask themselves what feelings and actions they want their audiences to experience before hitting “post.”“N” is for Natural. Too often, Robin points out, organizations spend hours in the “makeup room,” worrying about lighting, graphics, and backgrounds. Instead, he recommends the “best friend test”: write and speak in a way your closest friend would understand. Finally, “C” is for Change It Up. Social media is not a box-checking exercise. Robin stresses adaptability: experiment, reset, and test new content approaches as platforms evolve.Nonprofits often overwhelm supporters by blasting out too much information at once. Robin's framework offers a more human and sustainable way forward. He also adds a crucial reminder: “The real measure isn't clicks or conversions. It's how you improve the lives of the people receiving your content.”The conversation takes a deeply personal turn when Robin shares his Joy Audit, developed after the tragic loss of his brother. By redefining his life through the lenses of Create, Connect, and Contribute, Robin discovered how to realign time and energy toward purpose—linking directly to nonprofit burnout, recognizing how leaders often wear multiple hats without space for renewal. Robin takes the time to lay out a Nonprofit Social Media Startup Plan:1. Identify bandwidth and the right person for the role.2. Define your true audience.3. Learn where they spend time online.4. Match the right team skills to the right medium.5. Commit to six months of consistent effort before reassessment.Investing in social media is not optional—it's fundable, scalable, and mission-enhancing. This robust discussion blends strategic insight with heartfelt wisdom, offering nonprofits a playbook for building digital trust while protecting the joy and resilience of their teams. #TheNonprofitShow #SocialMediaStrategy #NonprofitCommunicationsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Fundraisers Friday cohosts Julia C. Patrick and Tony Beall dive into a thought-provoking conversation about the future of corporate sponsorships, the changing dynamics of nonprofit partnerships, and the launch of their new book, The Architecture of Fundraising.The show kicks off with Julia setting the tone for a discussion that is anything but light—because corporate sponsorships in 2026 will demand more strategy, accountability, and creativity than ever before.Tony adds his perspective, explaining how employee engagement has overtaken gala tables as the centerpiece of sponsorship. He explains: “When structured well, employee engagement helps a corporation develop emerging leaders through volunteerism, while strengthening teams through shared service experiences.”Julia expands the conversation by connecting sponsorships to employee retention, HR priorities, and brand loyalty. She shares real stories from her career, including the tough calls nonprofits face when lucrative corporate dollars come from companies with misaligned values. Together, the cohosts explore how consumer behavior and corporate reputation intersect with philanthropy, reminding us that today's donors and customers expect alignment of values, not just a logo on a program.The episode doesn't shy away from controversy. DEIB funding withdrawals, politically charged sponsorships, and “cancel culture” pressure on corporations have already reshaped the landscape. Julia tells of an advisory board that lost funding simply for using DEIB language, while Tony points to Pride organizations nationwide that saw longtime sponsors retreat. Yet both emphasize that diversification of revenue, transparent policies, and mission alignment are essential for weathering these storms.Technology and data are also at the forefront. Sponsors are no longer satisfied with anecdotes or temporary goodwill; they want measurable outcomes. Julia and Tony challenge nonprofits to track impact rigorously, report frequently, and integrate sponsor ROI into community stories. The conversation makes clear: numbers, stories, and values all matter—and nonprofits that can weave them together will win long-term partnerships.This episode motivates nonprofits to rethink how they approach corporate sponsors. The message is unmistakable: the future of sponsorships is about long-term vision, measurable impact, and authentic alignment.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Step into a conversation that goes right to the heart of nonprofit operations: banking relationships, establishing credit, and securing financial footing for long-term stability. Guest Jason Garcia, CEO of Holdings, a bank just for nonprofits, offers real guidance on how nonprofits can think like businesses when it comes to financial credibility and strategy.Jason begins by sharing his vision for HoldingsForGood.com: “Our hope and mission is to be the dedicated partner for nonprofits across the U.S. and help them achieve their goals and increase their chances of success in their missions.” With a career built in community banking and startup finance, Jason brings a sharp perspective to an area where many nonprofits struggle—creditworthiness.The conversation turns to the importance of establishing a credit strategy early. Jason advises that nonprofits should begin as soon as possible, even if they aren't immediately seeking loans or credit lines: “The best time to talk to different credit providers is when you don't need it.”Practical steps emerge throughout the conversation, cohosted by Ellie Hume and Julia Patrick. Building a strong permanent file of organizational documents—EIN, IRS determination letter, bylaws, state registrations—was identified as essential. Ellie emphasizes that many nonprofits have these materials but often can't locate them when needed. Jason describes how physical addresses (not PO boxes) are becoming non-negotiable due to fraud prevention measures, a reminder of how operational details intersect with financial access.This important discussion expands beyond traditional lines of credit. Vendor relationships, government contracts, and reporting to credit bureaus such as Dun & Bradstreet, Experian, and Equifax were positioned as overlooked opportunities to build a financial profile. Ellie points to the frustrations nonprofits face when executive directors are forced to tie personal social security numbers to organizational credit cards.What will be clear is that banking relationships are not just transactional; they're strategic. From choosing the right accounts and systems that sync seamlessly with accounting platforms, to knowing when to push for the removal of personal guarantees, nonprofits must think about finance as a forward-looking strategy rather than an emergency fix.The episode closes with an energizing call from Jason: operate like a business. By being proactive with credit, asking the right questions of financial partners, and benchmarking against peer organizations, you can position your NPO for resilience!Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
We're exploring a powerful theme that affects every nonprofit: the necessity of diversifying revenue streams—with cohosts Julia C. Patrick and Tony Beall. While fundraising is often viewed as a singular number to hit, Tony ignites the convo with, “If we are focused on putting everything in one basket, we're putting our programs and services at risk.”Together, they walk through the “lanes” of nonprofit revenue: major gifts, corporate sponsorships, grants, and planned giving—each requiring different skill sets but all anchored in one common thread: relationships. Tony's thinking. . . “True success in fundraising rests in your ability to build relationships, even in grantmaking where you may need an invitation from a foundation.” Julia echoes the reality that planned giving, while unpredictable, can yield transformational gifts, while corporate sponsorships often demand careful alignment between mission and brand values.The informative conversation covers monthly giving programs, now empowered by digital tools. What once felt arduous is now a viable, forecastable stream. Monthly donors often “testing” an organization with smaller contributions before stepping into major gift or legacy conversations—a fact savvy nonprofits should embrace. Julia points out how this incremental giving builds a sense of community: donors rowing in the same direction together, proving that even $10 a month can matter.‘Cause Marketing' receives sharp focus. Tony explains that beyond revenue, its real value is in brand awareness. “What is the soft dollar value of the exposure your nonprofit gains?” he asks, while cautioning that consumers demand authentic mission alignment; token efforts rarely shift donor or customer behavior without deeper resonance.The discussion wraps with a thoughtful action strategy: how nonprofits allocate time and talent across lanes. For many, events consume disproportionate staff energy—sometimes to the detriment of post-event stewardship. Tony clarifies how staff specialization matters too—grant writers are not gala planners—and leaders must invest in professional development and digital tools to support diversification.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Dr. Stephanie Rose-Belcher, COO of JMT Consulting, and Kristen Stine, HR Director at JMT Consulting, explore the real financial and human costs of nonprofit staffing. This discussion blends finance, HR, and leadership into a compelling narrative about how organizations can protect their missions by rethinking how they hire, onboard, and retain talent.Stephanie begins by framing the evolution of nonprofit finance within a technological context. Reflecting on the industry's shift from ledgers to AI-enabled platforms, she notes: “Technology lets finance leaders be much more of a strategist than ever before, not just someone crunching numbers and submitting reports.”, capturing a fundamental truth: today's nonprofit financial leaders are central to strategy, not just compliance.Kristen brings the HR dimension into focus by quantifying the staggering financial cost of turnover. “According to the Deloitte survey, we're looking at anywhere between 50 and 200% of the annual salary of a person to recruit them, onboard them, and get them up to speed,” she warns. Beyond dollars, she points to the strain turnover places on morale, workload, and culture. Investing in retention, she argues, is not a “nice to have” but a fiscal necessity.The discussion highlights how onboarding inefficiencies further magnify these costs. While skilled professionals may shorten the curve, Stephanie cautions that “to get to mastery and really know the organization and its nuances, it takes a hard four months for an experienced person and six months or more for others.” Without deliberate investment in training, mentorship, and culture-sharing, nonprofits risk losing ground during this critical period.Both guests emphasize that solutions need not be costly. Flexible scheduling, sabbaticals, leadership development, and even creative benefits platforms can create workplaces that people want to stay in. They stress the importance of tailoring approaches across generations: younger staff may prioritize professional growth, while older or part-time staff may value flexible time. Equity, transparency, and HR creativity, they argue, can reconcile these different expectations.The episode closes with a look ahead to JMT's Innovate 2026 conference in Washington, DC—an event designed to unite finance leaders around not just technology, but broader trends shaping nonprofit leadership and sustainability.This conversation challenges nonprofit leaders to view HR and finance as inseparable. Recruitment and retention decisions are not only about culture—they are also about stewardship of resources, organizational stability, and the ability to serve missions with consistency and strength.#TheNonprofitShow #NonprofitLeadership #HRandFinanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Leadership isn't about perfection—it's about presence, awareness, and courage. That's the central message of this sparkling conversation featuring Wendy F. Adams, CFRE, CEO of Cultivate for Good, co-host Ellie Hume of Your Part-Time Controller, and co-host Julia Patrick. Together, they unpack what it means to truly “read the room” and lead with authenticity.Wendy brings her trademark candor and wisdom to the conversation. Affectionately called the “Elephant Slayer”, she reminds us that every meeting has unspoken dynamics—and ignoring them doesn't make them disappear. “There's always one in the room and it doesn't get any smaller. We've got to be able to read that,” she offers. Her advice? Pause, acknowledge what's happening, and create space for truth to emerge. Far from being awkward, this honesty often gives others permission to voice what they're feeling too.Ellie adds valuable perspective from the accounting and numbers world, where emotional intelligence isn't always the strongest suit. Her questions prompt Wendy to outline practical strategies—like intentionally setting tone before a meeting, clarifying expectations, and practicing emotional awareness in social settings as a warm-up for boardroom discussions. It's not about being naturally gifted; as Wendy emphasizes, “Spoiler: it didn't come natural to anyone. This girl is working on it all the time.” Growth comes from steady practice.The trio also explore the modern challenge of hybrid and virtual meetings. Cameras off? Silence in the Zoom squares? Wendy pushes back against the false assumption that silence equals agreement. Instead, she encourages leaders to embrace pauses, ask clarifying questions, and bring remote participants into the conversation first. It's about building connection and respect, not just plowing through an agenda.Julia raises a deeply personal question: can seasoned leaders in their 60s really evolve? Wendy's answer is refreshingly hopeful—yes. Tools like the “Five Voices” framework help leaders understand their natural style while intentionally developing their weaker “voices.” Courageous leadership is about humility and transparency, she argues. Admitting to your team that you're learning and evolving isn't weakness—it's a strength that inspires trust.For emerging leaders, Wendy's advice is equally empowering: don't wait for perfection. Ask questions, seize small opportunities to lead projects or meetings, and allow your leadership style to grow alongside your organization. If you outgrow your current space, that's not failure—it may simply mean it's time to align with a new environment that fits your values and vision.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In a conversation that feels more like a real-time crisis briefing than a casual update, Derick Dreher, Government Funding Department Leader at Your Part-Time Controller (YPTC), breaks down the latest turbulence in federal funding. If your nonprofit depends on government grants—or even corporate partnerships—you'll want to pay attention.Derick opens with a stark truth: “Change is the only constant these days.” Over the past several months, nonprofits have faced an unprecedented series of delays, freezes, and sudden shifts in the flow of federal dollars. From an outright funding pause by the Office of Management and Budget to agency-specific cancellations and now a new executive order forcing a 30-day grant-making pause, the reliability nonprofits once counted on has been replaced with a precarious “rolling boil” of uncertainty.But it's not just about delays. The newly passed One Big Beautiful Bill—a sprawling 900-page spending package—introduces a corporate giving floor of 1% of taxable income. The concern? Many corporations have historically given just under that threshold, meaning some could cut giving entirely, while others may “bunch” donations into large, infrequent gifts, creating cash flow whiplash for nonprofits.Derick also tackles a thorny, politically charged issue: DEIB (Diversity, Equity, Inclusion, and Belonging) language in grant applications. After an executive order forbidding “illegal discrimination” without clearly defining it, some nonprofits began scrubbing websites and documents out of fear of jeopardizing awards. New DOJ guidance offers more clarity, but each organization will need to work with legal counsel to understand the implications.Equally eye-opening is a startling public perception gap: only 5% of Americans believe they've interacted with a nonprofit, despite most having lifelong contact with them—from hospitals and schools to museums and sports leagues. Derick urges nonprofits to continually communicate their value to stakeholders and elected officials, noting that state and local funding often originates from the federal level.Looking ahead, he's watching two key indicators: the volume of grants listed on grants.gov (a barometer of federal stability) and the progress of 12 appropriations bills that must pass before October 1 to avoid a government shutdown. His advice? Increase the frequency of cash flow projections, consider lines of credit, and engage corporations now—before the 2026 deduction changes kick in.Derick's message is both calming and urgent: understand what you can control, seek accurate information, and act strategically to protect and position your nonprofit to thrive, even in a climate where certainty is in short supply.#TheNonprofitShow #NonprofitFunding #GovernmentGrantsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Has your nonprofit ever had a simulated break-in to test your digital defenses? If not, you may already have an intruder inside!Cyberattacks aren't just happening to big corporations—they're happening to nonprofits every day. And far too many organizations have no idea they've been breached until months later. Cybersecurity expert Michael Nouguier, Partner of Cybersecurity Services at Richey May, pulls back the curtain on the urgent, often-overlooked practice of penetration testing—known as “pen testing.” His message is blunt: if your nonprofit hasn't done one, you may already be compromised.Michael explains that a pen test is essentially a real-world simulation of a cyberattack, conducted by ethical hackers to expose weaknesses before malicious actors exploit them. “It's like hiring a home inspector before you buy a house,” he says, “but instead of finding leaky pipes, we're finding the digital doors and windows you've accidentally left wide open.” These gaps can exist in email, donor databases, websites, payment systems—anywhere sensitive information lives.The process starts with scoping—identifying your organization's tech environment, third-party tools, and data flows. From there, ethical hackers gather open-source intelligence (OSINT) to see what information about your nonprofit is publicly available, then attempt to exploit any vulnerabilities found. This may involve phishing attempts, network access attempts, or probing for weaknesses in online applications. Post-exploitation, the team determines how far they can move within your systems—accessing donor records, financial data, or confidential client files.The findings are compiled into a detailed report, along with a letter of assessment that can be shared with insurers or contractual partners. In many industries, including healthcare, justice, and education, annual pen testing isn't optional—it's required by regulation or by contract. Yet, as Michael warns in this episode, many nonprofits sign agreements without realizing they're agreeing to perform such tests.Waiting too long is costly. IBM research shows that proactive security measures can save organizations over $200,000 per breach. On the flip side, skipping pen testing can raise your cyber insurance premiums—or get your coverage denied entirely. And because updates, new software, and staffing changes continually introduce new risks, pen testing isn't a one-and-done task—it's an annual checkup for your organization's digital health.Michael also touches on the human factor. When testing social engineering risks, you often don't alert staff in advance—because real attackers certainly won't. The goal is to create realistic conditions, not staged ones.This conversation should serve as a wake-up call: penetration testing is not an optional luxury—it's a frontline defense. Whether you hold donor payment information, confidential case files, or sensitive program data, you can't afford to leave your cybersecurity to chance.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Online giving isn't just the future of fundraising—it's the now! Emily Kelly, National Accounts Manager at Bloomerang, delivers a practical, energizing roadmap for nonprofits to raise more money online—without adding more stress to already full plates.This conversation is for any nonprofit ready to increase online giving, improve donor retention, and strengthen relationships in a digital-first world. Emily blends practical “fix it today” steps with a bigger vision for creating donor experiences that inspire giving, year after year.Emily's passion for relationship-building is woven through every tactic she shares. With a background in marriage and family therapy, she sees fundraising not as transactions, but as an opportunity for deeper human connection. “The power of please and thank you is so much more powerful than anything else,” she begins—a reminder that technology should serve relationships, not replace them.Her first piece of advice is deceptively simple: make sure your donate button works. Too often, organizations overlook this basic step. Then, view your donation page through the eyes of a first-time visitor—would you feel compelled to give? Is it clear, inviting, and emotionally engaging? Placement matters too. The donate button should be easy to spot, ideally at the top of your page, without forcing visitors to search for it.Emily urges nonprofits to offer multiple payment options—credit/debit cards, Apple Pay, Google Pay, ACH, and even Venmo—to meet donors where they are. Each generation prefers different tools and limiting payment methods risks losing potential gifts.She also challenges organizations to reimagine the donor experience for online gifts. Segmentation is key—tailoring acknowledgments by gift size, donor type, or relationship history. A generic thank-you isn't enough; donors want to feel seen and valued. Communication preference tracking—whether donors prefer email, phone, text, or snail mail—helps build authentic connections and increase retention.And yes, the old-fashioned phone call is making a comeback. Emily shares research showing that calling a first-time donor within 24–48 hours makes them four times more likely to give again. Whether done by staff, volunteers, or board members, these calls create goodwill on both sides—reigniting board member engagement while deepening donor trust.Emily's philosophy is clear: treat every gift, whether $50 or $50,000, as the start of a relationship. One-time gifts can become long-term commitments—or even legacy gifts—when nonprofits follow up with gratitude, intentionality, and consistent communication.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Connected TV (CTV) advertising isn't just for big brands anymore—it's an emerging frontier for nonprofits to tell their stories on the biggest screen in the house. Kris Johns, CEO and founder of AdGood, shared how his organization is unlocking unused, high-quality streaming ad space for nonprofits—at up to 70% off market rates.AdGood works directly with major publishers and platforms to collect unfilled “ad slates” (those silent filler moments you see while streaming) and make them available exclusively to nonprofits. “We sit at the bottom of the ad stack,” Kris explains, “so anything they don't fill, we get access to.” This programmatic approach allows nonprofits to run CTV campaigns with the same flexibility and robust reporting as they would on Meta or Google—except now, they're on television.CTV offers a unique blend: the emotional impact of a full-screen, in-home experience with the precise targeting of digital marketing. Nonprofits can target down to a single ZIP code, choose dayparts, and even adjust campaigns mid-flight for maximum return. It's an opportunity to put your mission front and center while supporters are engaged with content they love.For organizations without in-house production capabilities, AdGood has built a self-serve AI-powered ad generator. In just minutes, nonprofits can create a 30-second, TV-ready spot by entering their website URL, swapping images or scripts, and even translating into 30+ languages. Ads can be hyper-local (with a budget starting at just $250) or scaled nationally with managed services.Kris emphasizes that this isn't just about filling empty ad space—it's about empowering nonprofits with tools and access they've historically been priced out of. AdGood is also piloting full attribution reporting to track which viewers saw an ad, visited a nonprofit's site, and ultimately donated.From small-town initiatives to nationwide campaigns, the flexibility and affordability of CTV through AdGood could change how nonprofits think about media. As Kris puts it, “Our goal is to turn marketing from a cost center to a profit center for nonprofits.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
This high-energy episode of Fundraisers Friday is packed with smart, actionable tips to help nonprofit leaders reignite board engagement—especially when things feel slow or disconnected. Cohosts Julia C. Patrick and Tony Beall bring clarity, candor, and creativity to the perennial challenge of motivating board members to actively participate in fundraising.“If board members understand their roles and are equipped with tools, they can feel confident and proud to help raise funds,” starts Tony. He encourages nonprofits to start with clear job descriptions and fundraising expectations—not as pressure, but as empowerment.Julia adds heart to the conversation with a powerful reflection: “When we elevate one board conversation, that knowledge often travels with members into other parts of their community.” This ripple effect of board engagement is a golden opportunity for nonprofits to build momentum well beyond their own walls.They cover eight key strategies, including:· Revisiting board policies and roles in fundraising· Turning mission moments into impact moments· Using real dollar amounts (not percentages!) to make financial urgency tangible· Engaging board members in grant applications and partnership opportunities· Celebrating donor wins and learning from not-so-great experiences· Tapping into each member's personal “why” to foster deeper commitmentOne particularly refreshing approach? Encouraging board members to share their successes—and even their mistakes—so others can learn and grow together. “We've all had experiences as donors, good and bad,” says Tony. “Sharing both helps us create better outcomes and stronger relationships.”You'll also hear a compelling conversation about how board members can fill various fundraising roles—prospector, cultivator, solicitor, or steward—so no one feels forced into uncomfortable territory. “Every board member can participate in at least one of these ways,” Tony reminds us.This episode is perfect for any nonprofit leader preparing for a seasonal push or looking to infuse new energy into board culture. With warmth and wisdom, Julia and Tony show that reigniting your board starts with real connection, clarity of purpose, and honest conversation.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
What if our best intentions were doing more harm than good? In this compelling and unflinchingly honest conversation, global humanitarian consultant Jen Brewer, Vice President at Care for Life, challenges the deeply ingrained dynamics behind the so-called “hero complex,” also known as the white savior complex.Jen's lived experience—once showing up with “20 suitcases full of stuff to give” to Guatemalan communities—serves as the jumping-off point for this raw and revealing discussion about what real help looks like. With decades of international service work, Jen isn't interested in guilt trips or shame tactics. Instead, she invites a shift from paternalistic giving to genuine empowerment.Care for Life's Family Preservation Program in Mozambique provides a concrete model. Rather than offering handouts or short-term missions, they employ local staff to walk with entire communities through multi-year journeys of education, self-reliance, and sustainable growth. Jen makes clear: this isn't about swooping in and saving people—it's about listening, partnering, and trusting communities to lead themselves.“The only tweak we needed to make,” Jen explains, “was to train their doctor—rather than replace them.” That small shift encapsulates her broader message: good intentions aren't enough. Without humility, reflection, and a willingness to step back, well-meaning aid can unintentionally dismantle local economies, erode agency, and reinforce dependency.She contrasts acute and chronic interventions, urging nonprofits to ask hard questions: Are we helping during a crisis—or perpetuating a crisis mindset for long-term issues like poverty? Are donors prepared to support systemic change instead of photo-worthy quick fixes?The impactful discussion also surfaces the unspoken cultural programming behind American charity impulses—whether it's collecting coats for refugees or defaulting to physical donations over economic solutions. It's not that action is wrong, Jen argues. It's that the type of action matters—and often needs recalibrating.Jen is not interested in charity that centers the giver. Instead, she calls for philanthropy that trusts and equips communities to solve their own problems—on their own terms. As she puts it, “If I have a program that requires me to run it, it's a failure in progress.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Exploring how nonprofit fundraisers can adopt the disciplined mindset and tools of the startup world— with special guest Jeffrey Fidelman, CEO of Fidelman & Co.. Jeffrey, whose firm delivers "fundraise-as-a-service" to early-stage companies and emerging managers, shares a structured and data-informed approach to relationship-building that challenges many long-held assumptions in the nonprofit sector. This fascinating discussion will challenge nonprofit professionals to rethink the very architecture of their fundraising systems by borrowing proven tactics from startups—without sacrificing the human touch.At the core of Jeffrey's message is the idea that fundraising is a systematic process, not a single pitch or magical conversation.Jeffrey maps out a dual-layer approach to fundraising: the quantitative layer, involving workflow, analytics, and consistency; and the qualitative layer, which focuses on personalization, trust, and long-term relationship development. He draws comparisons between nonprofit fundraising and sales funnels in the for-profit world, urging nonprofits not only to expand the top of the funnel, but to improve conversions at the bottom—where so much potential is lost.A key takeaway for nonprofit leaders is the importance of tech-enabled tracking and experimentation. Jeffrey introduces the concept of hypothesis-driven outreach, advising organizations to run structured experiments over 60–90 days and adjust based on data. He explains how simple tools like Google Sheets or CRM platforms like HubSpot and Zoho can help nonprofits monitor donor progression, email open rates, and reply rates—unlocking previously invisible insights.This rich conversation also addresses transparency, both internally and externally. Jeffrey critiques the secrecy often surrounding fundraising data within nonprofit teams and stresses the importance of shared pipelines and consistent communication. As he explains, success lies in setting expectations early and “being an extension of the team, not a black box.”On segmentation, Jeffrey contrasts mass marketing with targeted outreach, arguing that larger gifts demand deep personalization. He recommends nonprofits resist the impulse to blanket every potential donor and instead invest time in researching each prospect—"go on their LinkedIn, learn about them”—to craft meaningful connections.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In a sector that thrives on purpose yet struggles with burnout, Paul Hanscom, Chief Growth Officer at Ewald Consulting, unpacks what happens when nonprofits become risk-averse after a crisis—and the surprising costs of playing it safe.This conversation is a powerful challenge to nonprofit leaders: don't retreat. The world is still changing—rapidly—and the organizations that will thrive are those who remember what got them through the last storm and are brave enough to face the next one head-on.Paul, a Certified Association Executive (CAE), begins with a reflection on 20 years of working with nonprofit boards and executives. His insights span not just the tactical, but the philosophical: What is lost when an organization, once agile and responsive during the pandemic, slips back into indecision and overly cautious governance?As Paul notes, “We've opened up people's eyes and created new opportunities… they don't want to go back to the way things used to be.” This sentiment fuels the entire conversation—a reminder that organizations grew stronger by being nimble, collaborative, and bold during the pandemic. Now, many are at risk of losing that momentum.Paul addresses executive burnout and decision fatigue. Boards are often leaning harder on Executive Directors and CEOs, who are caught between exhausted staff and cautious boards. As Paul puts it, “The turnover rates for executive directors have never been higher.” This reality points to the need to reassess organizational culture—not with fear, but with clarity and courage.This dynamic discussion considers the root of the sector's current malaise. Is it fatigue? Fear? Habit? The answer, Paul suggests, lies in building a risk-aware culture—where calculated experimentation is embraced, failure is allowed within reason, and data is balanced with decisiveness. He shares a compelling example of a board reluctant to shift from a “C” level initiative to an “A” one, simply out of fear they'd land at an “F.” The longer they waited, the more performance declined. It's a parable many in the sector will recognize.Perhaps the most valued idea comes toward the end: technology will change, funding will fluctuate, but what remains is the need for belonging. Paul makes the case that associations—and nonprofits writ large—are uniquely positioned to fulfill that human desire for connection, identity, and authenticity. “There's nothing quite like it elsewhere,” he says, “and the clearer we can communicate that to the world, the more we resonate.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Explore a rarely discussed intersection in nonprofit leadership: the power of interim roles in development and fundraising, with Jeffrey R. Wilcox, President of Interim Executives Academy, and Joan McBride, CEO of GreatRake, McBride and Associates. This conversation charts new ground—arguing that interim fundraising leaders are not temporary placeholders but catalysts for cultural and operational evolution.Jeffrey emphasizes that nonprofit organizations often treat development challenges as process issues, when in fact, they require deeper organizational change. “We don't need a consultative intervention,” he declares. “We need an evolutionary capacity-building process.” Interim development professionals, he explains, are trained not just to execute fundraising tasks but to reimagine philanthropy as a shared, embedded function across an organization.Joan shares her own trajectory—from consultant to interim executive—and reinforces the value of a full-year commitment in interim roles. This timeframe allows for relationship-building, stabilization, and insights into the entire annual fundraising cycle—giving successor hires a strong foundation for long-term success. She points to one assignment where her interim groundwork helped a permanent hire stay three years—well beyond the national average of 19 months for development directors.The episode also confronts difficult truths about turnover, burnout, and unrealistic expectations in fundraising leadership. Jeffrey notes that many fundraisers are “kicked to the curb” despite their talent. His solution? An intentional training program rooted in 14 core protocols for sustainable philanthropic leadership. These protocols are designed to ensure that interims leave behind a strengthened infrastructure and a clear pathway for future leaders.The discussion widens to explore systemic issues—from federal funding cutbacks to AI's impact on communication, from work-life balance across generations to equitable fundraising in diverse communities. What ties it all together is Jeffrey's passionate statement: “Interims have to bring an organization a commodity called hope.” More than strategists or managers, interim leaders are meant to restore belief in what's possible.This fast moving episode reframes interim development leadership not as a stopgap, but as a proactive, strategic solution to one of the sector's most persistent challenges: building a culture of philanthropy that endures.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
For nonprofit leaders who want to improve internal communication, build a culture of philanthropy, and empower their entire team to support fundraising goals, cohosts Julia C. Patrick and Tony Beall spark an important and timely conversation about the often-misunderstood role of fundraising teams—and how to break down the organizational silos that hold back true impact.With wit, warmth, and wisdom, the pair explores why internal teams—from programming to finance to marketing—need to better understand the full picture of development work. From donor stewardship to impact selling, the development role is far more than gala invitations and lobster dinners. “Fundraising is everyone's business,” Tony shares, “because all departments contribute to the promises we make to donors.”The cohosts lay out how development professionals are often misperceived as simply social butterflies, when in fact their work is relationship-building, mission-selling, and impact-driving. They offer smart, actionable suggestions for fostering stronger internal collaboration—such as shared Google Docs for monthly updates and scheduled cross-departmental briefings—to ensure all team members know what's happening across the organization.Julia and Tony also discuss the powerful role of storytelling, customer service, and donor engagement, comparing nonprofit stewardship to luxury brand experiences. They encourage staff to become donors themselves—to feel what it's like to be thanked (or not) and to understand the emotional side of giving.They wrap up with a compelling case for emotional intelligence in leadership. Julia recounts a story where a development director felt deflated after discovering their C-suite colleagues didn't know the annual fundraising goal—only to realize that fear, not apathy, was behind the silence. “There are no dumb questions when we're trying to serve our community better,” Tony adds. 00:00:00 Fundraisers Friday welcome 00:01:52 Why the development team is misunderstood 00:03:05 The myths of fundraisers and public perception 00:04:15 What “impact selling” really means 00:05:23 Long-term donor strategy over one-time wins 00:06:58 Luxury branding as a model for donor stewardship 00:08:17 Sharing development metrics across teams 00:10:26 Breaking down internal silos in nonprofits 00:11:49 Why program teams and fundraisers must align 00:15:51 Building a true culture of philanthropy 00:18:05 How small gifts test donor engagement 00:21:06 Applying customer service to donor relationships 00:25:01 Emotional intelligence in nonprofit leadership Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
It's budget season for nonprofits, and Dr. Stephanie Rose-Belcher, Chief Operating Officer at JMT Consulting, brings powerful insight to the table in this energizing session with host Julia Patrick. With over three decades of nonprofit sector expertise, JMT helps finance departments move from back-office cost centers to proactive strategy drivers—and Stephanie shows us how. Whether you're preparing for the fiscal year or completely rethinking how your nonprofit builds financial strategy, this episode offers more than insight—it gives you a roadmap.“We need to stop thinking of budgets as fixed and start treating them like what they really are—a living, breathing plan of action,” Stephanie begins. This instructive conversation lays out exactly how nonprofit leaders can reframe budgeting as a collaborative, mission-aligned process rather than a one-time spreadsheet task.The conversation opens by emphasizing the necessity of starting with a strategic plan. Before anyone touches a budget template, the entire leadership team needs to align on long-term goals, funding mechanisms, and sustainability models. Only then does budgeting begin—with intention and purpose.Stephanie urges nonprofit leaders to ditch the siloed approach. Budgeting shouldn't live with just the CFO. It must involve department heads, development teams, and the board to ensure full alignment between goals and resources. This transparency avoids the all-too-common tension that arises when program and development departments operate without a shared roadmap.One standout tip: Build not one, but three budgets—best case, expected case, and worst case. “This isn't just a COVID-era idea,” Stephanie asserts. Scenario planning is a best practice that strengthens resilience and foresight.Stephanie also shares how benchmarking and key performance indicators (KPIs) can become tools for empowerment, not just financial oversight. When done right, they spark innovation and teamwork. Monthly forecasting and open communication about KPIs help leadership make smarter decisions and enable course corrections before things go off track.But transparency must be handled with care. Stephanie offers practical advice on sharing financial realities without inciting panic. By pairing clear updates with actionable solutions, organizations can rally their teams around shared responsibility instead of fear.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
How do you lead when everything feels uncertain? Carina Santa Maria, CEO of Shelter Youth and Family Services, shared a bold, forward-thinking approach to nonprofit leadership in challenging times. From weathering funding impasses and the pandemic to rethinking donor relationships and pioneering new models of care, Carina proves that crisis can be a catalyst for transformation.Shelter-Inc.org, based outside Chicago, has served vulnerable youth and families for 50 years. Yet Carina candidly shares that despite its legacy, the organization has had to reinvent itself multiple times. Whether navigating Illinois' state budget freeze or pivoting during COVID-19, the common thread has been resilience backed by strategy. “We had to pivot and find the resources to make sure those services were delivered,” Carina says.But this conversation is about more than survival—it's about rising. Carina reveals how she and her team moved away from event-based fundraising and focused on cultivating deep donor relationships. The result? A record-setting $1.8 million raised in one year—without galas or trivia nights. This change didn't come easy, but it paid off with greater mission alignment and long-term investment from supporters.Carina also discusses the organization's next bold chapter: building Illinois' first DCFS-approved group home for child victims of human trafficking. What began as a donor's $50,000 trust experiment has blossomed into a $5 million initiative. “He told me, ‘I don't care if it works. I just want to see you think outside the box,'” Carina shares. It's a stunning example of what's possible when leaders are trusted and supported to innovate.The episode touches on advocacy, trauma-informed storytelling, and building credibility through impact rather than sentiment. Carina makes a compelling case for nonprofit leaders to demand their place at decision-making tables and challenge outdated narratives that nonprofits are less strategic than their corporate counterparts.For nonprofit professionals, this conversation is both a challenge and a blueprint. Carina reminds us that strategy, communication, and vision can carry organizations through uncertainty—not just intact, but stronger. 00:00:00 Welcome 00:01:27 What Shelter Youth and Family Services does 00:02:37 Navigating 24/7 operations and community needs 00:03:50 Impact of state and federal policy on services 00:04:44 Surviving Illinois' budget impasse and COVID 00:06:38 Managing donor fatigue and funding volatility 00:07:53 The importance of donor communication 00:09:43 Leveraging board and stakeholders as advocates 00:11:26 Advocacy and public perception of trafficking 00:12:59 Systems change as financial strategy 00:13:53 Transitioning from events to major gifts 00:17:08 Donor trust leading to bold innovation 00:20:25 Trauma-informed storytelling vs. strategic impact 00:24:10 Educating partners and demanding a seat at the table 00:26:20 Saying no and owning nonprofit leadership Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
What if your volunteer engagement strategy was more than just a nice-to-have? What if it were the heartbeat of your nonprofit's growth, donor development, and impact? That's exactly the message Nicole R. Smith, Executive Director of AL!VE (Association of Leaders in Volunteer Engagement), and Allie Acridge, Volunteer Engagement Specialist at The Women's Community, bring to this energizing conversation.Nicole, a Certified Volunteer Administrator (CVA), kicks things off by explaining the value of professionalizing volunteer engagement: “Managing volunteers, when done well, is like a conductor overseeing an orchestra.” She urges organizations to treat volunteer engagement as a strategic function that touches every part of the organization, not as an afterthought or disposable tag.Allie echoes that sentiment through her work with a domestic violence and sexual assault shelter, where volunteer coordination is both delicate and essential. “You come to a point where you need more—and AL!VE is that ‘more,'” she shares. From managing trauma-informed volunteers to maintaining confidentiality and safety, Allie's day-to-day shows why expertise matters in this field.The conversation spotlights AL!VE's broader mission: to empower, educate, and connect volunteer leaders nationwide. Nicole emphasizes how volunteers can—and often do—become donors, board members, and organizational champions. But that transformation requires intentional communication and inclusion from all levels of the organization. “Volunteers who are treated well will become your biggest advocates. They're better than any marketing campaign you could buy.”The duo also introduces the AL!VE Impact Awards, which recognize outstanding volunteer engagement leaders across the country. Whether you're nominating someone new to the field or a seasoned pro, these awards celebrate those orchestrating impact behind the scenes—and they're open now.For those feeling like a “department of one,” Nicole reminds us: “You are not alone. We are your people.” From monthly workshops to a thriving network of peers, AL!VE offers a powerful support system for those championing volunteerism as a profession, not just a task.Whether you're in leadership or in the trenches, this episode is a rallying call to elevate volunteer management and treat it as the profession it truly is.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Finding great fundraising talent doesn't have to feel like searching for unicorns! On this Fundraisers Friday conversation, Julia Patrick and Tony Beall team up to demystify the talent search and show nonprofits how to recruit smarter, not harder. Whether you're scrambling to fill a vacant role, thinking about future staffing needs, or exploring nontraditional ways to build your dream team, this conversation is packed with smart ideas and refreshing encouragement.Tony kicks things off with a reality check: “There's a lot of talent out there—but how do we find them, and how do we know they're the right fit for our organization?” From there, the episode unpacks practical strategies for evaluating current and future needs, exploring interim and fractional solutions, and rethinking how we define “qualified” candidates.One concept is hiring for ‘high will, low skill'—especially in entry-level and mid-tier fundraising roles. These candidates bring enthusiasm, adaptability, and mission alignment, even if they lack years of sector-specific experience. As Tony explains, it's about looking beyond resumes and finding people who are ready to grow with your organization.The duo also makes a strong case for casting a wider net when posting jobs. Sure, LinkedIn and Indeed are fine—but why not also try your Chamber of Commerce, Urban League, or networking groups? They suggest your next superstar might be a hotel events manager or a corporate sales leader ready for a purposeful pivot into the nonprofit world.They also tackle “the poaching taboo” head-on. Recruiting local fundraisers isn't shameful—it's smart, as long as you're doing it to grow your mission, not to raid someone else's donor portfolio.Finally, they discuss the pros (and myths) around using recruiting agencies. Think they're just for C-suite hiring? Think again. Even small shops can benefit—these pros understand the landscape, fine-tune job descriptions, and save tons of time and stress.These two provide you a toolkit for building a resilient, adaptable, and passionate development team—one smart hire at a time.#TheNonprofitShow #FundraisersFriday #NonprofitHiringFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
If you've ever worked in a nonprofit and found yourself fronting expenses on your personal credit card, you're not alone—and you're definitely not doing it wrong. But there's a better way. Our host sat down with GiveFront.com , to unpack how nonprofits can modernize the way they manage spending, reimbursements, and financial oversight.Founder of GiveFront, Matt Tengtrakool, brings a unique dual lens to the discussion: one from years of hands-on experience running and managing nonprofit finances, and another from building financial technology designed specifically for the sector. His message is clear—nonprofits deserve modern tools to track spending, reduce fraud risk, streamline compliance, and eliminate burdensome reimbursement systems.He explains that many organizations still operate with a single credit card passed around among staff—a system ripe for errors, delays, and a lack of accountability. GiveFront provides an alternative: customizable, trackable virtual cards that make it easy for even volunteers to make approved purchases. “You want to allow people to spend for your organization, but you also want control,” Matt explains. “And having the systems set up from the start is extremely important.”The conversation covers common friction points between program teams and finance departments, shedding light on how better spend management can actually strengthen relationships across departments. Host Julia Patrick and Matt explore the psychological side of transparency, the real costs of missing receipts, and the ripple effects of poor policy enforcement.Matt also shares how sales tax refunds—often ignored due to their complexity—can recapture up to 10% of an organization's spending. With GiveFront's built-in tools, nonprofits in states like North Carolina and Utah can automatically generate sales tax refund documentation without drowning in paperwork.The episode wraps with practical advice: adopt a spend management platform, train your team on internal financial policies, and revisit those policies regularly. Because managing money well isn't just about spreadsheets—it's about trust, clarity, and making sure every dollar does the most good. 00:00:00 Introduction and Matt's background 00:01:27 Why reimbursements are outdated 00:03:15 Volunteer spending made easier 00:05:12 How nonprofits currently use credit cards 00:06:36 Digital wallets and virtual cards 00:07:38 Receipt tracking and compliance challenges 00:10:01 The hidden cost of $10 transactions 00:10:55 Fraud prevention and virtual card use 00:13:17 Bridging the gap between finance and programs 00:17:56 Sales tax refunds and real savings 00:22:00 Policy clarity and spend management best practices #TheNonprofitShow #SpendManagement #NonprofitFinance Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
What if becoming a pilot wasn't a dream reserved for the few—but a real career path for young people in underserved communities? In this inspiring conversation, Dana Donati, CEO of Breaking Down Barriers.org, shares how their aviation nonprofit is rewriting the narrative on who gets to fly.Founded by former American Airlines CEO Doug Parker and his wife, Gwen, Breaking Down Barriers takes flight training and mentorship directly into Dallas communities where aviation has historically been out of reach. From first-grade classrooms to community colleges, Dana and her team spark interest in aviation careers early—well before the traditional fork-in-the-road moments of college or military service.Dana explains, “Becoming a pilot is expensive. So sometimes that automatically pushes out the group of people that have the skill, just don't have the financial means.” That's where Breaking Down Barriers steps in—with scholarships, mentorship, and ongoing support that go beyond one-time transactions. Students sign a promise on day one: not just to succeed, but to return and uplift others in their community.In a sector facing a massive talent gap, especially post-pandemic, this model isn't just feel-good—it's workforce development at its finest. Dana outlines how they rotate mentors every three months to give students exposure to multiple professionals and expand their aviation networks—replacing outdated “lifelong mentor” models with something more agile and sustainable.This conversation goes beyond aviation. It becomes a blueprint for how nonprofits can foster generational change by focusing on access, exposure, and reinvestment. From field trips to local airports to connecting aviation with brands kids already know—McDonald's, John Deere, Disney—Dana's team finds innovative ways to plant seeds of possibility.For nonprofits wrestling with how to reach and shape future professionals, Breaking Down Barriers offers more than a flight path—it offers a runway. 00:00:00 Welcome and Introduction 00:01:37 What Breaking Down Barriers Does 00:02:39 Addressing the Pilot Shortage 00:04:08 Aviation Career Pathways Beyond the Military 00:06:27 Identifying and Removing Career Barriers 00:07:58 The Cost Barrier and Financial Support 00:08:32 The Power of Mentorship and Networking 00:10:17 Rotating Mentors to Build Aviation Networks 00:11:47 Strategic Partnerships and Fundraising 00:14:21 Students Pledging to Give Back 00:16:19 Dana's Personal Aviation Origin Story 00:20:24 Capturing and Sharing Student Success Stories 00:22:54 The Role of Workforce Development in Education 00:24:53 How to Inspire Young Students Toward Aviation #TheNonprofitShow #AviationAccess #FutureWorkforce Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In a climate charged with political unpredictability, donor hesitancy, and organizational fatigue, Peter Heller, CEO and Founder of Heller Fundraising Group, returns to offer clear-headed perspective on what nonprofits should be doing now—not later. Drawing from decades of experience in higher education and over 20 years guiding capital campaigns and feasibility studies, Peter brings both context and calm to a sector feeling increasingly unsettled.Fundraising is never easy, Peter reminds us. But right now, it's especially daunting. Some organizations are facing existential uncertainty, while others are tempted to pull back entirely. “Even if we stopped talking right now,” Peter says, “and people went away with this one idea: wake up in the morning and believe that you and your nonprofit deserve that money—that mindset alone can shift your entire trajectory.”Throughout the conversation, Peter offers a compelling blend of strategic realism and aspirational leadership. His guidance is rooted in both emotional alignment and actionable frameworks: acknowledge the difficulty, reaffirm your mission, and keep going. He warns against reactive messaging rooted in fleeting political tides and instead urges organizations to craft campaigns around timeless, hopeful visions that inspire long-term support.One of the episode's most striking moments comes when Peter recounts the Ossining Children's Center's $18 million capital campaign. Despite losing their board presidents, navigating the death of a lead donor, and facing pandemic-related hurdles, they built a beautiful childcare facility now serving a vibrant, diverse community. It's not just a story of resilience—it's a blueprint for bold action in the face of fear.Julia Patrick (Show host) and Peter explore why now is precisely the moment for brave leadership—especially from boards. They discuss the board dynamics that can either stall or accelerate progress, and why it's okay if those unwilling to commit step aside. As Peter puts it, “You need a core group who believe—and aren't just dreaming, but working toward something achievable.”This thoughtful dialog challenges the nonprofit sector to step into its power, maintain donor relationships through both silence and conversation, and embrace mission-driven fundraising as a moral imperative rather than a burdensome chore. Whether you're in the middle of a campaign, contemplating one, or simply trying to stay upright, this conversation offers clarity, encouragement, and a seasoned perspective on how to move forward with confidence.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
The Chief Investment Officer at Christian Brothers Services, Steve Sliwinski, offers a highly approachable yet technically sound guide to nonprofit investment strategy. With decades of financial experience and dual designations as CFA and CAIA, Steve breaks down how organizations—regardless of size—can begin managing and growing their financial assets responsibly.From policy benchmarking and committee structure to modern investment tools and trends like IP transfers and crypto, Steve's insights will help demystify what can often be an intimidating subject. This episode is a must-watch for boards, CFOs, and executive leaders seeking clarity on how to begin—or refine—their investment approach.The discussion begins with a history of Christian Brothers Services, which evolved from a cooperative model among Catholic schools into a nationwide provider of retirement, insurance, and investment services for thousands of institutions. This story serves as an example of scalable collaboration and strategic vision, offering NPO's a compelling model for shared resource management.Steve explains that waiting for a major windfall to begin investing is outdated thinking. “It's certainly not out of reach to create a well-diversified portfolio with under $100,000,” he shares, emphasizing that even small recurring contributions—like payroll-deducted retirement savings—can grow into substantial assets over time. The message: nonprofits don't need to be large to think long-term.Much of the conversation centers around the role of the investment committee. Steve offers a fresh take, stating that technical expertise isn't always necessary. What matters most is “a long-term orientation and strategic mindset.” Ideal committee size? Three to seven individuals with high-level focus, not necessarily financial professionals.The conversation, with host Julia Patrick, continues into policy development and investment alignment with mission. Steve discusses how ESG (environmental, social, governance) or values-based screening—once costly—is now affordable and feasible even for small organizations. He encourages nonprofits to create an investment policy document in partnership with a consultant or a platform like Vanguard or Fidelity to ensure thoughtful, repeatable decision-making. He stresses the importance of sticking with the strategy through market fluctuations: “Set the policy at the beginning, know why it exists, and abide by it—especially in difficult times.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
What happens when artificial intelligence collides with nonprofit hiring? Katie Warnock, CEO and Founder of Staffing Boutique, brings over two decades of recruitment wisdom to unpack the evolving world of nonprofit staffing—where AI, automation, and applicant tracking systems are rapidly reshaping the game.From resume reviews to video interviews scored by machines, Katie walks us through what's real, what's useful, and what still absolutely needs a human touch. She describes AI as a powerful tool—but not a one-size-fits-all solution.She shares how AI can now instantly generate candidate pipelines, automate scheduling, and send emails with the ease of a few clicks. But for seasoned recruiters like Katie, there's hesitation: trust and nuance still matter. And for organizations hiring in the nonprofit space, personality and mission alignment can't be faked—no matter how good your chatbot is.This episode also explores the do's and don'ts of keyword optimization, especially for nonprofit resumes. Katie gets specific about how grant writers, development staff, and even tech candidates should tailor their resumes for today's smart hiring systems. Generic titles like “fundraiser” or “event planner”? Not enough. Think: gala, silent auction, CRM platform, institutional giving.But perhaps most eye-opening is Katie's reflection on the new loop: AI-powered interviews are becoming so common that some candidates now use AI to answer questions during the interview—prompting some companies to head back to in-person hiring. “There has to be some sort of reversal,” Katie warns. “How do you even trust that a resume was written by the person who actually did the job?”This is a refreshingly candid, real-world conversation about modern hiring challenges in the nonprofit sector. You'll walk away with smarter strategies, tech tools to explore (or avoid), and a renewed appreciation for the irreplaceable value of human connection. 00:00:00 Welcome and guest introduction 00:01:20 What Staffing Boutique does 00:03:50 AI enters nonprofit hiring 00:04:20 Understanding applicant tracking systems (ATS) 00:05:50 AI vs. human recruitment skills 00:07:00 Automating interviews and follow-ups 00:09:00 Why resume keywords matter 00:12:00 AI video interviews and ethics 00:14:45 Human touch vs. automation 00:17:30 LinkedIn Recruiter and candidate scoring 00:20:40 How AI tools can fake resumes 00:23:40 The case for returning to in-person hiring 00:27:00 Final thoughts and sector outlook Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
This fast episode plants more than a few seeds—it digs deep into the fertile soil of fundraising tech and AI, showing nonprofit leaders how to embrace new tools without fear or being overwhelmed.Co-host Julia Patrick opens with her signature energy: “It's always a good day when I get to work with my cohost Tony Beall,” . . .and what follows is an energizing discussion around modernizing fundraising practices. The duo tackles AI not as a villain, but as a brilliant assistant. As Tony puts it: “AI is a tool, not a takeover.”From predictive analytics to donor segmentation, Tony outlines how AI empowers fundraisers to work smarter—not harder. He reminds us that AI “creates a tremendous opportunity for prospecting,” especially now that tools like ChatGPT are as common as Google searches.Julia reflects on how her organization embraced AI early on. “It has revolutionized the way we do business,” she says, underscoring (not literally!) how prompts, personas, and platform features help tailor messaging to diverse donor groups.Tony speaks to how “ChatGPT can help you refine messaging for different donor sets… it's still your words, but it's helping you shape the message.” He urges fundraisers to treat the tech as an editor—not a ghostwriter.They also dig into CRM evolution, with Julia commenting, “What we get today is not what we'll have tomorrow.” Tony shares how CRM vendors are racing to integrate AI and support their users.The conversation rounds out with a focus on multi-generational training, acknowledging that not every team member shares the same comfort with digital tools. Tony adds that leaders must explain “why we're doing this” so that staff can buy in, even if it feels uncomfortable at first.This episode isn't just about tech—it's about change, mindset, and purpose.#FundraisingTech #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Leadership meets lived experience as Eric Wilson, Director at Your Part-Time Controller (YPTC), unpacks the long-standing tension between nonprofit finance and programming. With warmth, wit, and real-world clarity, Eric takes us into the heart of the issue—how two departments with the same mission often work in silos, risking confusion, inefficiency, and financial misalignment.From discussing budget misunderstandings to the implications of restricted funds, this episode challenges nonprofit leaders to ask themselves: “Are we communicating with intention—or just reacting when problems arise?”Eric shares, “You don't want people afraid to bring you a problem… I'd rather have a small problem early than a big problem later.” That mindset—proactive, people-first, and rooted in accountability—is the call to action for every executive, finance officer, and program manager tuning in.Together with host Julia Patrick, they explore:· Why many nonprofit staff don't fully understand the true cost of programs· How miscommunication around restricted funding can sabotage outcomes· Why monthly check-ins between finance and programming are more than a best practice—they're essential· How fear creates silence and silence breeds mistakes· What emotional intelligence and mutual education mean for modern nonprofit cultureThis learning session is a leadership masterclass in creating cross-departmental unity through intention, clarity, and relationship-building. Whether you're a new program manager, seasoned CFO, or executive director trying to align teams—you'll walk away with practical tools and a fresh mindset! 00:00:00 Welcome and topic introduction 00:01:13 Eric Wilson's role at YPTC and regional insight 00:02:40 Finance meets programming—at home and work 00:04:17 What does the finance team actually do? 00:06:10 Why communication breakdowns happen 00:08:25 True cost vs. perceived cost in programming 00:10:53 Budget expectations and common disconnects 00:13:18 Restricted funds and organizational risk 00:17:01 How often should teams check in? 00:19:22 Finance as educator and mutual learning 00:21:33 Prevention vs. crisis mode 00:23:04 Addressing fear and improving collaboration 00:26:01 Remote work and new communication habits 00:28:14 Final leadership insights and takeaways #NonprofitLeadership #FinanceAndProgramming #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
When a cyberattack hits your nonprofit, do you know what to do? Cybersecurity expert Michael Nouguier, Partner at Cybersecurity Services at Richey May, walks us through the essential steps every nonprofit must take—before, during, and after a cyber event. As host Julia Patrick notes, it's not a matter of if, but when, and being unprepared is no longer an option.From clarifying what cyber insurance actually covers to practicing realistic incident response exercises, Michael offers a pragmatic and step-by-step guide tailored for nonprofit leaders. He points out, “Failure to plan is planning to fail,” and urges organizations to move beyond hope and into action.The conversation dissects misconceptions, such as thinking IT alone can handle a breach or believing cyber insurance is a comprehensive solution. Instead, Michael recommends building internal resilience with tabletop exercises that include the board, C-suite, legal, and communications staff. These scenario-based run-throughs help teams build muscle memory and prevent panic when disaster strikes.Third-party vendors—often a hidden weak spot—are addressed in detail. Michael reminds us, “You are the trusted data collector,” meaning nonprofits must ensure their vendors share the same security culture, including notification clauses and accountability.What if the worst happens? Michael stresses calm, communication, and preservation of evidence. “Don't delete anything,” he cautions, as doing so can sabotage forensic investigations and potential fund recovery. He also reminds leaders to report incidents to local authorities and the FBI's IC3.gov, reinforcing the legal and ethical responsibility to act swiftly and transparently.Perhaps one of the most human insights is around fostering a blame-free culture. Employees fearing punishment won't report mistakes, making things worse. “Everyone—even me—has clicked a phishing link,” Michael admits, highlighting the importance of openness and psychological safety within teams.This is a call to action for NPO leaders to shift from avoidance to preparedness. Cyberattacks are not just technical disruptions—they can financially and operationally dismantle an organization. With the right mindset, strategy, and comms plan, your nonprofit can weather the storm!00:00:00 Welcome and Episode Overview 00:02:00 The Evolution of Richie May's Cybersecurity Services 00:04:00 What Cyber Insurance Really Covers 00:08:00 Third-Party Vendor Risks and Due Diligence 00:12:00 Real-World Impact of Cyberattacks on Nonprofits 00:15:00 Why Response Planning Beats Hoping for the Best 00:17:00 Tabletop Exercises: Practicing Incident Response 00:20:00 Who to Call When a Breach Happens 00:23:00 First Response Steps: Breathe, Engage, Preserve Evidence 00:26:00 Creating a Culture Where Mistakes Are Reported 00:29:00 Episode Recap and Takeaway #TheNonprofitShow #CyberResilience Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
A clear message: “Generosity is not dead—it's transforming”, says Ann Fellman, Chief Marketing Officer at Bloomerang. As headlines churn out fatigue-inducing stories of donor decline and uncertainty, Ann injects much-needed optimism rooted in data and strategy.“We are in it now,” Ann declares about the $70 trillion wealth transfer, urging nonprofits to act instead of waiting for the perfect moment. Drawing from the latest Giving USA 2024 findings, she reminds us that individual giving reached a staggering $592.5 billion, with 66% of that coming directly from individuals. “Individual Americans are ready and willing to support,” she tells us.This recent conversation navigates beyond donor behavior into practical strategy. Ann challenges fundraisers to rethink short-term vs. long-term planning and ‘get real about programming priorities: What must be done, what should be done, and what would be nice to do?' She lays out a compelling scenario-based approach to planning for revenue shifts, especially in a landscape threatened by grant losses and funding uncertainty.She also makes a strong case for recurring giving. “Would you rather have a one-time $100 gift or $10 a month for years?” she asks. Despite the low adoption rate, recurring programs offer sustainable, predictable revenue and are easy to implement with today's tech. She even floats the bold concept of creating a “monthly giving officer”—a role few, if any, nonprofits have embraced but one that could radically improve outcomes.Transparency, too, is no longer optional. Citing data from Bloomerang's Mission: Retainable report, Ann points out that while 65% of donors crave regular impact updates, only 36% of nonprofits actually deliver them. In an era when trust is easily eroded, communicating funding gaps and showing how you're responding builds confidence and inspires donors to act.As Ann beautifully puts it: “There is generosity. It's alive and well.”00:00:00 Welcome & Introduction to Ann Fellman00:02:30 What Bloomerang Actually Does for Nonprofits00:04:15 How Tech + People = Better Fundraising00:06:15 The Truth About American Generosity00:08:30 Giving USA 2024 Highlights: $592B Raised!00:10:00 Generational Wealth Transfer: $70 Trillion Opportunity00:13:00 Donor Communication Gaps and Impact Reports00:15:00 Monthly Giving—The Most Underrated Strategy00:20:00 Scenario Planning: Must Do, Should Do, Nice to Do00:24:00 How Transparency Builds Donor Trust00:27:00 Highlighting Funding Gaps Without Fear00:30:00 Final Thoughts: Don't Be Discouraged, Generosity Is AliveFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Jeffrey Wilcox (President) and Joan Brown (COO) of the Interim Executives Academy unpack the harsh realities of nonprofit leadership turnover—and the game-changing role of interim executives.Jeffrey starts this lively session with. . . “Interim leaders aren't temps—they're bees, cross-pollinating wisdom to prepare organizations for their next leader.” Joan Brown backs it up, revealing why first-time nonprofit CEOs crash and burn—often due to unclear job expectations, chaotic HR structures, and boards that operate like secret societies instead of partners.This bouyant conversation with host Julia Patrick, gets real fast:HR disasters are the #1 reason leaders get fired—think vague job roles, favoritism, and financial denial.Boards scare new execs by locking them out of meetings instead of mentoring them.Interims aren't just placeholders—they're strategic fixers who spend 9–12 months prepping orgs for long-term success.Looking ahead, Jeffrey and Joan warn nonprofits: “If you're only relevant to yourself, you're already dying.” The future demands sustainable leadership, emotional intelligence, and ditching outdated board modelsthat hold orgs back. 00:00:00 Intro: Why Leadership Turnover is Crisis 00:02:33 Why First-Time Nonprofit CEOs Fail 00:06:00 HR Disasters Killing Organizations 00:10:45 How Interims Fix Toxic Cultures 00:15:38 Interim Leaders: Bees, Not Band-Aids 00:19:45 Future of Nonprofit Leadership 00:22:55 Relevancy or Bust for Nonprofits 00:27:09 Free Training Announcement #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
How do you win the hearts—and hands—of Gen Z donors? According to Emily Tisdale, West Coast Manager for Team for Cures at the Multiple Myeloma Research Foundation (TheMMRF.org), you stop seeing them as “the future” and start engaging them right now.In this lively session, Julia C. Patrick explores Gen Z's philanthropic behavior with Emily, who's on the frontlines of volunteer and donor engagement across three major markets. Emily doesn't mince words: “This generation is not transactional. They want to be part of the change.” That means showing up, speaking out, and yes—expecting organizations to be transparent and impact-driven.Emily explains how COVID-era isolation shaped Gen Z's digital-first instincts, but also fueled a hunger for purpose. Whether it's advocacy via Instagram, fundraising through peer networks, or attending real-life charity walks, Gen Zers are ready to get involved—when the mission speaks to them. “They don't want to just cut a check and sit back,” she adds. “They want action.”Julia challenges common assumptions about younger donors being flaky or too young to matter. Emily pushes back with stories of college students becoming long-term supporters, and volunteers maturing into major funders. “We need to meet them where they are today,” she says. “Because where they're going is powerful.”The conversation covers everything from social media strategies to cross-generational mentorship. One standout idea? Pair Gen Z volunteers with seasoned ones to create a mutual growth loop. “Our high-impact volunteers can become our highest-impact donors,” Emily points out.Whether you're building out a peer-to-peer campaign or rethinking how you cultivate loyalty, this episode offers a smart, real-world roadmap for tapping into Gen Z's energy and values.00:00:00 Welcome and introduction to Emily Tisdale 00:01:36 What MMRF does and why it matters 00:03:55 Who is Gen Z? Understanding this generation 00:05:52 Gen Z is already here—don't wait to engage 00:07:28 Advocacy and action: Gen Z's passion points 00:09:40 IRL vs. digital: How Gen Z shows up 00:12:02 Gen Z in peer-to-peer fundraising events 00:14:25 Strategies to keep Gen Z engaged 00:17:02 Content planning that actually works 00:19:01 Mentorship and cross-generational collaboration 00:22:28 What the future looks like for Gen Z donors 00:27:16 Real-life examples of Gen Z's donor journey#GenZPhilanthropy #DonorEngagement #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In a whirlwind of nonprofit questions from viewers, Julia C. Patrick and Tony Beall splash into the world of fundraising mysteries. "We need to diversify our funding streams," Tony begins, setting the tone for a conversation that's part strategy session, part confessional. From the complex dance of fundraising committees to the cutting-edge world of cryptocurrency donations, these nonprofit mavens dissect the industry's most pressing questions with surgical precision and infectious enthusiasm.How do fundraising committees work with board members? Committees can serve as talent pipelines and engagement platforms, with board members actively recruiting committee members.Should nonprofits accept cryptocurrency donations? Yes, but carefully evaluate organizational readiness, donor demographics, and infrastructure.What's the typical fundraising performance ratio? Generally 1:5 to 1:10 for development officers, varying by specific role and organization.Are printed annual reports still relevant? Offer both print and digital versions, tailoring to donor preferences and organizational resources.How should fundraisers demonstrate their value? Beyond monetary metrics, highlight pipeline development, donor retention, and mission impact.00:00:00 Show Introduction and Sponsors00:02:08 Fundraising Committees Deep Dive 00:07:51 Cryptocurrency and Donor Advised Funds 00:14:29 Annual Report Strategies 00:19:07 Fundraiser Performance Metrics 00:28:25 Closing Remarks and Gratitude #TheNonprofitShow #FundraisingInnovation #NonprofitStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Thinking of opening a nonprofit thrift store? Before you dust off those donation bins, take a lesson from Kate Thoene, CEO of New Life Center., as she gives us a masterclass in turning a pile of secondhand shoes into sustainable impact. Spoiler: It's not as easy as slapping a price tag on old lamps and hoping for the best.At Hope's Closet, the social enterprise Kate oversees, “we don't take anything that makes you ask, ‘Should I donate this or toss it?'” That tough-love clarity is part of what keeps their thrift shop not just afloat—but thriving. From curated donation bins and strategic store layouts to voucher programs for survivors of domestic violence, Kate walks us through how her organization uses retail to empower recovery, generate unrestricted revenue, and build community loyalty.She breaks down staff structure (a mix of full-time employees and 1,000+ volunteers), donation flow (“you need new items hitting the floor daily”), and even how color-coded tags help them cycle out stale inventory. Plus, we learn about their fruitful partnership with Big Brothers Big Sisters—where unsellable items are bought by the pound, keeping the store clutter-free and the landfill grateful.Don't miss how this 5,000-square-foot shop became a community engine, churning out real, trackable impact. Kate shares insights on metrics, bonus incentives, messaging at point-of-sale, and even the exciting possibility of store #2. And yes, there's a half-off sale where even the “rules” go on discount.If you've ever wondered whether charity shops are worth the effort, Kate answers that with a resounding yes—as long as you're ready to think like a retailer, hustle like a startup, and lead with mission."The more we sell, the more we help survivors of domestic violence." — Kate Thoene00:00:00 Today's topic: Are thrift stores worth it?00:01:55 What New Life Center does—and how Hope's Closet began00:03:42 The donation overflow that started a social enterprise00:05:26 How vouchers empower survivors with dignity00:06:59 Tips for getting quality donations consistently00:10:03 Seasonal sales trends and revenue diversification00:11:45 Selling both on the floor and by the pound00:13:56 Staff, volunteers, and running a smooth thrift operation00:15:41 Production flow and the secret to a fresh sales floor00:17:14 Hiring, retail knowledge, and connecting sales to mission00:19:09 Leveraging POS tech and staff bonuses00:21:12 Sales strategy, color tags, and breaking the rules00:24:00 Exploring a second location and future growth #ThriftWithPurpose #thriftstores #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In this electric and occasionally uncomfortable conversation, Stephen Minix—VP of Community at UpMetrics—lays bare the myth that collaboration simply “happens” in the nonprofit sector. His assertion is sharp: “If I can cut the check, I can set the terms.” This statement cuts to the core of a sector that talks community but often operates in silos defined by funding power dynamics and compliance culture.What emerges in this conversation is a compelling argument for a wholesale reframe of how nonprofits and funders work together. Collaboration, Stephen insists, isn't a mood or a moment—it's a skill set that demands communication, clarity, and most of all, pre-work. Too often, organizations show up to collaborate without knowing what they're actually prepared to give up, or what success even looks like in shared terms. “You can't play social impact ping-pong by yourself,” he notes. “You need a partner to hit it back.”But this episode goes even deeper. Stephen challenges the performative elements of both philanthropy and nonprofit operations—conferences, reports, retreats—suggesting they often mask the hard reality: without time, trust, and aligned incentives, collaboration is nothing more than theater.He offers practical alternatives. Funders should meet nonprofits in their spaces. Trust-based philanthropy, he says, doesn't mean abandoning data—it means letting the nonprofit define what success looks like and equipping them with the tools to track and tell their story. It's not about validation. It's about learning.Perhaps most powerfully, Stephen reframes trust as a proxy for risk tolerance. Real trust means relinquishing control—something many funders still find difficult. “We don't wait till the end of the year to decide if our kids can read,” he says. “So why do we wait to evaluate nonprofit impact in annual reports?”This episode doesn't offer easy answers—but it does offer a framework for harder, more authentic conversations. It's a must-watch for anyone tired of sugarcoated collaboration and ready to commit to real change.#TheNonprofitShow #TrustBasedPhilanthropy #CollaborativeLeadership Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
If you've ever wondered whether your nonprofit fundraising data is a treasure chest or a digital junk drawer, Greg Warner is here with a flashlight, a map, and a pickaxe. In this entertaining conversation, Greg—CEO of MarketSmart and creator of the Fundraising Report Card—joins host Julia Patrick to dissect the murky waters of metrics and help nonprofits move from guesswork to grounded strategy.Greg kicks off with the backstory: MarketSmart's 17-year evolution into a marketing automation firm helping nonprofits identify, qualify, and steward major and legacy donors. ‘The Fundraising Report Card', born from this journey, now offers nonprofits a simplified yet powerful lens into donor behavior—showing not just what happened, but what it means.Here's the twist: until now, this tool has been free. But with over 27,000 users and a mountain of benchmark data, Greg's team is rolling out a more robust version—with peer comparisons so relevant, they make national averages look like vague horoscopes.And it's about time. “Relevance creates resonance,” Greg shares, “But irrelevant data creates dissonance.” Nonprofits have long been running on emotional narratives and gut instincts. Greg invites you to reframe the conversation using donor lifetime value, retention data, and institutional memory—all quantified, all visual.Julia comments how too many development pros spend two days prepping board reports for seven minutes of attention. Greg's fix? Collaborative tools baked into the new version of the app, enabling real-time, cross-functional dialogue. Because why silo data when you can democratize it?Want to stop flying blind and start mining gold? This episode is your blueprint. 00:00:00 Intro and welcome to Greg Warner 00:01:13 What is the Fundraising Report Card? 00:03:56 Gut instinct vs. meaningful metrics 00:06:33 Leaky buckets and donor attrition 00:08:34 Who really uses the data—and how 00:10:36 Collaboration tools and institutional memory 00:12:14 Why clean data matters 00:14:07 The power of relevant peer benchmarks 00:16:34 Lifetime value explained 00:18:54 Emotion vs. analytics in fundraising 00:22:22 Donor files and hidden gold 00:27:16 Final thoughts and educator access #FundraisingData #DonorAnalytics #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
What happens when a PTA president-turned-techie disrupts the nonprofit auction world? You get Roger Devine, co-founder of SchoolAuction.net, a man on a mission to make fundraising events both profitable and meaningful. In this fast-moving conversation with host Julia Patrick, Roger doesn't just talk events—he redefines them.From live auctions and paddle raises to the fine art of keeping silent auctions out of the ballroom, Roger offers a field-tested guide to modern event strategy. “I want to treat a fundraiser as if it is a fundraiser—I expect to make money,” Roger declares. And he means it.But this isn't just about money—it's about momentum. Events aren't just financial tools; they're culture-building machines. Roger explains how strategic gatherings can cultivate younger donors, lift staff morale, recognize unsung heroes (like teachers and mission staff), and pull entire communities back into connection after years of distraction.He makes a compelling case for fixed-price purchases (think raffles, gift cards, and sign-up parties), lowering barriers to entry, and offering dignity and opportunity to every guest—whether they're dropping $25 or $25,000.Oh, and about those paddle raises? Roger's advice is clear: don't wing it with your local news anchor. A trained benefit auctioneer is essential—not just for showmanship, but because they can drive up to 50% of your total event revenue. Skip this at your peril.Watch and you'll also learn:· How hybrid and virtual fundraising have evolved (spoiler: most aren't fun anymore)· How to smartly integrate consignment travel packages (hint: only if Bob Bigshot's coming)· Why accessibility matters—and how a volunteer ticket swap can make all the differenceWhether you're planning your first gala or overhauling your tenth, this episode will shake up your thinking. Because fundraising events shouldn't be a chaotic night of stress—they should be joyful, purposeful, and yes, wildly effective!Join the ongoing conversation at #TheNonprofitShow 00:00:00 Welcome and guest introduction 00:01:26 How a PTA president became a tech founder 00:03:12 Pandemic event trends and hybrid strategies 00:04:43 Events must be profitable—not break-even 00:05:49 Events as morale boosters and donor reminders 00:06:33 Cultivating younger donors through events 00:07:48 Small orgs teaching big ones how it's done 00:09:00 Recognizing mission-driven staff at events 00:13:01 Accessibility tips: pricing, swaps, fixed-price options 00:15:55 Paddle raise strategy and auctioneer ROI 00:19:10 Why virtual paddle raises have fizzled 00:21:07 Make live elements event-exclusive for maximum impact 00:22:24 What are sign-up parties and why they work 00:26:12 The pros and cons of consignment auction items #EventFundraising #FundraisingAuctionsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show