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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

American Nonprofit Academy


    • Dec 19, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 29m AVG DURATION
    • 922 EPISODES


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    Latest episodes from The Nonprofit Show

    The Year End Goal Plan For Fundraisers

    Play Episode Listen Later Dec 19, 2025 30:09


    how nonprofits set goals that actually move revenue, relationships, and results. They start with the metric many teams avoid because it can be a rude awakening: donor retention. Tony walks through a simple way to calculate it, then connects the number to what leaders feel every day, time and budget pressure. His reminder lands like a CFO truth bomb: “The data doesn't lie.” If your team assumes things are fine because a few familiar names show up at events, this episode brings you back to reality and gives you a starting point for a better plan.From there, the conversation turns to relationship depth. The point is not endless list building. It is quality over quantity, supported by segmentation and donor tiers, and backed by a pipeline you can actually manage. Julia frames it in plain business language: your pipeline is not a vague hope, it is a set of lanes that deserve goals, tracking, and steady motion all year, not a December scramble driven by board pressure and gala season.They also press into revenue diversification, especially when grant and government dollars can shift quickly. Multiple lanes are not just safer, they keep fundraising work more sustainable for the humans doing it. Then they move to data and tools: a robust CRM, mobile access, timely notes after donor meetings, and capacity building funding that can help pay for the systems and training.Finally, they tie it all together with culture. A culture of philanthropy means everyone owns the donor experience, including customer service, and teams can celebrate other organizations' wins without losing 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

    Nonprofit Leadership Moves You Need to Have Finance Teams Win Under Pressure!

    Play Episode Listen Later Dec 18, 2025 32:37


    Year-end doesn't “arrive” in nonprofits so much as it ambushes us. And that's exactly why this conversation with John Tiso, VP of Revenue and Service Delivery at JMT Consulting, and Buu Lình Tran, SVP of Financial Solutions at JMT Consulting, feels like a shot of espresso for your finance, accounting, and operations leadership.Host Julia C. Patrick frames the real business challenge: you're not only closing the books you're leading humans through a high-pressure stretch where accuracy, speed, and collaboration all collide. Buu Lìnn makes the case that strong leadership is less about pushing harder and more about supporting smarter: assess what your staff truly needs, invest in process improvement, and use technology intentionally to make work easier and outcomes stronger.John brings the mindset shift that separates “we survived year end” from “we built capacity for next year.” Organizations that resist change until it's unavoidable end up reacting at the worst possible moment. His blunt truth is the most liberating: “Get ahead of it and you'll be soaring high.” That applies to financial operations, system adoption, and the way leaders set expectations for learning.A standout takeaway: training can't be a one-and-done event. Repetition matters and Buu Lình offers a practical solution: short, reusable “refresh” videos that staff will actually watch, plus an easy onboarding asset when roles change midstream.Then the conversation turns to the big nonprofit efficiency leak: fundraising and finance teams operating with separate data, separate definitions, and a quiet trust gap. The fix is proactive alignment deciding now what data you'll need later, naming data owners, and building a unified approach so teams stop competing and start collaborating.Finally, they zoom out to strategic tech leadership: someone must serve as the connector across departments, guiding decisions so systems and data work together instead of multiplying confusion. Bottom line: year-end leadership is not paperwork it's performance architecture!!#TheNonprofitShow #NonprofitLeadership #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

    The Quickest Path to a Compliant Nonprofit: Using Tech and Heart

    Play Episode Listen Later Dec 17, 2025 31:00


    Starting a nonprofit is often treated like a simple administrative step: fill out a few forms, wait a bit, and you're off to the races. But in this episode, Julia C. Patrick and cohost Ellie Hume sit down with Christian LeFer, CEO of Instant Nonprofit, to talk about what it really takes to launch—and sustain—a mission-driven organization with business discipline.Christian shares how many founders arrive at the nonprofit moment almost accidentally: the garage is full of dog crates, the community is offering in-kind support, and suddenly you need the legal structure to accept gifts, operate credibly, and stay compliant. Yet traditional paths can be slow, expensive, and confusing—often pushing would-be leaders into delays, missteps, or burnout before they've built momentum.Instant Nonprofit positions itself as a modern, founder-friendly alternative: a guided, contextual process that handles formation through IRS approval and then keeps organizations on “autopilot” for ongoing maintenance. The real business takeaway is not just speed—it's reducing operational friction so leaders can move from idea to execution without losing energy, donors, or board engagement along the way.A memorable moment comes when Christian explains his “love letter to a bureaucrat” approach—designing filings to make a reviewer's job easier, which accelerates outcomes and lowers risk. “Money is just a flow of energy… it's really a river, and my job is to unblock the obstacles in that river,” he says, connecting formation, compliance, and financial management to the same leadership mindset: clarity, structure, and forward motion.#TheNonprofitShow #NonprofitLeadership #NonprofitOperationsFind 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 “Boring” Fundraising That Builds Real Stability

    Play Episode Listen Later Dec 16, 2025 31:43


    Consistency is not glamorous, but it's the engine that keeps a nonprofit's business model running when the calendar flips and the pressure spikes. In this conversation with  Matt Glazer, Founder and CEO of Blue Sky Partners (Austin-based, national reach), we talk about building consistent engagement without burning out your team or betting the whole year on a Q4 miracle.Matt brings a practical operator's lens: simplify what repeats, template what you can, and stop trying to cram “97 things” into the final stretch. His philosophy is steady, sustainable progress that makes room for reality—staff illness, unexpected disruptions, and capacity limits—so quality doesn't collapse under urgency. As Matt puts it, “I'm a big believer in doing a little bit of work a lot of the time.”From there, the conversation gets sharply useful for fundraising and stakeholder communications. Matt challenges the sector's fixation on “unicorn donors” and reminds us that the so-called boring work—like building a sustaining donor program—creates real stability. He shares a concrete example from his early nonprofit leadership: by repeatedly communicating the value of monthly giving, his organization grew from zero sustainers to $7,000 per month, proving that small gifts, stacked with intention, can fund real infrastructure.The discussion also tackles a leadership truth many avoid: in many nonprofits, clients and customers are not the same people. Funders may be the “customer” demanding reporting and outcomes, while beneficiaries deserve asset-based language and authentic voice. To bridge those realities, Matt recommends human-centered design tools—journey maps, empathy maps, and personas—to understand how people experience your organization and where alignment between mission, funding, and community needs can become a win for everyone.Finally, Matt introduces decision trees as a way to improve donor asks and engagement pathways by learning not only what people choose—but why they didn't choose the other option. That's how your nonprofit can turn assumptions into strategy and strategy into revenue!#TheNonprofitShow #NonprofitLeadership #FundraisingStrategyFind 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 Founder Syndrome: When Grit Turns Into Gridlock

    Play Episode Listen Later Dec 15, 2025 31:14


    Founder syndrome gets tossed around like a diagnosis, but this conversation reframes it as a leadership and governance challenge that shows up in real nonprofit operations: decision rights, communication, accountability, and the organization's ability to scale beyond one person's willpower.Guest Brittan Stockert (Donorbox) opens by rejecting the blame-heavy tone of the phrase and naming the real risk: “Founder syndrome is really when… you treat your nonprofit as if it's yours personally… as opposed to something that you're caring for on behalf of the people it's serving.” From there, she maps how the issue can quietly spread through an organization: communication gaps, staff checking out, hesitation to propose new initiatives because leadership might swoop in, and small delays that snowball into major financial consequences. When reimbursable grants are submitted late, when board decisions stall, when donor communications feel inconsistent, funders and supporters notice. The result isn't just drama it's revenue disruption, talent loss, and the evaporation of institutional memory.Cohost Wendy F. Adams, CFRE (Cultivate for Good) adds a sharp leadership lens: founders often need grit to build, but “grit becomes gridlock” when control replaces stewardship. Together with Julia C. Patrick (American Nonprofit Academy), the discussion turns practical: guardrails that are both procedural and human. A succession plan matters, but so does the emotional transition. Brittan shares what she's seeing in stronger organizations: executive coaching to normalize the shift, plus simple monthly 20-minute huddles that surface misalignment early—before it becomes boardroom blowups.The governance takeaway is direct: diversify boards beyond the founder's inner circle, broaden “diversity” to include lived experience and day-to-day nonprofit understanding, and use term limits and talent assessment to reduce power bottlenecks. Year-end pressure amplifies everything, but the bigger message is timeless: sustainable nonprofits design systems that protect mission, people, and revenue—even when leadership is changing. 00:00:00 Welcome and today's topic founder syndrome 00:02:45 What Donorbox is and why nonprofits use it 00:04:20 Redefining founder syndrome as behavior and stewardship 00:05:30 Real world signs control patterns and staff impact 00:09:40 The slow feedback cycle communication gaps to revenue loss 00:12:15 Grit becomes gridlock naming the turning point 00:14:45 Guardrails succession plans and executive coaching 00:15:45 Monthly 20 minute huddles to stop problems early 00:18:30 Board governance redesign lived experience and independence 00:26:35 Year end pressure sector stress and fixing systems #TheNonprofitShow #NonprofitLeadership #BoardGovernanceFind 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 Tiers That Actually Work: The Right Way To Segment Supporters

    Play Episode Listen Later Dec 12, 2025 30:28


    Fundraisers Friday is back, and Julia C. Patrick and Tony Beall (Mr. Nonprofit Consultancy) tackle a topic that quietly runs the business side of fundraising: donor tier levels. If you've ever stared at your donor list and wondered, “Where do we start, and how do we keep this manageable?” this episode is your playbook.They begin with the “why.” Tony frames donor tiers as a practical operating system, not a fancy fundraising accessory. Done well, tiers let you personalize messaging and protect your time by matching stewardship to giving level and relationship needs. In other words: less guessing, more intentional workflows. Tony puts it plainly: “The tiers really help you… organize your workflow and your bandwidth.” That's a business benefit every nonprofit can appreciate, whether you're running development solo or leading a full team.Julia reinforces that tiers help organizations stop spinning their wheels. Once you know who's in which group, you can plan communications, offers, and engagement with purpose instead of defaulting to blank-stare marketing meetings. As she says, “It kind of like helps you steer the ship.” The cohosts also emphasize that tiers are not “grades.” You're not ranking human worth—you're segmenting so you can communicate better and build a healthier donor experience.From there, they move into how to set tiers responsibly: start with your giving data, avoid “one-size-fits-all,” and keep the number of tiers realistic (think three to six for most organizations). They also talk about naming your tiers for easier internal coordination and stronger external marketing—especially when the names align with your mission or community identity.A standout real-world lesson comes from Julia's local public radio example: a tiny, smart monthly ask (“just $5 more”) designed to move sustainers up a level. The business takeaway? When tiers are built on data and paired with clear value, you can create predictable pathways for donors to grow with you—without making it feel heavy or salesy.00:00:00 Welcome to today's topic donor tiers00:01:10 Who Julia Patrick and Tony Beall are00:01:42 The Architecture of Fundraising book and why it helps00:03:48 Why donor tiers matter personalization and bandwidth00:06:33 Build tiers from your own giving data00:07:10 Donor tiers are not donor grades00:08:37 How many tiers is too many three to six00:09:16 Donors vs members and tier differences00:10:16 Monthly sustaining donors as a unique tierFind 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

    Five Finance Moves Nonprofits Can't Ignore: Finishing the Year Strong!

    Play Episode Listen Later Dec 11, 2025 30:19


    Finishing the year “strong” is not just a slogan for nonprofit leaders; it's a finance and operations project. Regional Director Ellie Hume from Your Part-Time Controller walks through five concrete steps to wrap up the year with fewer surprises and more control.She starts with yearend giving appeals. Too many organizations accidentally lock donations into narrow buckets by saying things like “your gift will buy two backpacks.” Donors then reasonably assume their dollars can only be used for that purpose. Ellie urges development and finance to work together on language so appeals connect to mission without boxing funds into restrictions the organization never intended.Next, she turns to scenario planning and timing. December is often halfway through the fiscal year for June 30 year end organizations and just after the budget has been approved for calendar year nonprofits. That makes it a perfect time to revisit assumptions, test “what if” scenarios, and adjust to shifting funding realities instead of waiting for a crisis.Ellie then pairs this with strategic planning, reminding viewers that a three or five year plan can't sit on a shelf. Boards and executives need to treat it as a shared roadmap, check progress regularly, and bring staff into the conversation. As she puts it, “If your staff is not bought into your strategic plan, it's going nowhere.”Finally, she gets very practical: start 1099 and audit preparation now. Confirm W 9s, addresses, tax IDs, and vendor coding before January chaos sets in. Pull last year's audit checklist, gather board minutes, grant agreements, policies, and make sure reconciliations are current. That preparation reduces stress for finance, the executive director, and external partners, and it frees up capacity when the sector is under increased scrutiny.Throughout, Ellie frames finance as a strategic partner, not just report producers. The goal is a nonprofit that is calm, compliant, and ready for whatever the new year brings. 00:00:00 Welcome and Ellie Hume introduction 00:02:30 YPTC growth and new Chicago and Seattle offices 00:05:30 Why relationships matter in nonprofit finance 00:07:20 Year end appeals and unintentionally restricted gifts 00:11:45 Scenario planning at calendar and fiscal year midpoints 00:14:20 Keeping multi year strategic plans active and shared 00:18:30 Getting staff genuinely engaged in the strategy 00:19:50 Early 1099 preparation and W 9 best practices 00:22:10 December audit prep using last year checklists 00:24:45 Reducing stress and freeing finance to be strategic #YearEndNonprofitFinance #NonprofitAccounting #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

    Women, Water And ROI: Turning Lost Hours Into Community Wealth

    Play Episode Listen Later Dec 10, 2025 30:34


    Around the world, women and girls walk long distances every day to fetch water, losing education, income, and safety in the process. On this global episode of The Nonprofit Show, we welcome Shilpa Alva, founder and executive director of Surge for Water, beaming in late at night from Samarkand, Uzbekistan. From the first moments, Shilpa reframes water as a gendered economic issue, not just an infrastructure problem. As Shilpa puts it, “The water crisis is a woman's crisis” — and it is also a profound injustice baked into race, gender, and geography.Shilpa walks us through Surge's “water plus” model: safe water, sanitation, hygiene, and menstrual health, all rooted in a woman centered, community owned approach. Surge does not parachute in solutions; it backs local leaders in rural Uganda, Indonesia, and Haiti so they can design and manage what their communities truly need. For nonprofit executives, the business implications are huge: the World Bank estimates a twenty one to one return for every dollar invested in comprehensive water access, yet most funders still treat water as a narrow infrastructure line item instead of a generational prosperity strategy.The conversation then moves into power, money, and the shifting landscape of international aid. With government funding cuts shaking the sector, organizations that once relied on large public grants are now competing for the same corporate and individual donors as smaller NGOs. Surge has navigated this by diversifying its revenue model between the United States and Dubai, and by building creative fundraising events that attract sectors like design and architecture into the water conversation.Shilpa is candid about decolonial practice and the uncomfortable truth that international NGOs are part of a historic power structure. Surge actively works to reduce that power imbalance so local partners shape solutions and control implementation. SurgeForWater.org shows us all how to align mission, funding strategy, equity, and storytelling. 00:00:00 Global welcome and introducing Shilpa Alva from Uzbekistan 00:02:23 What Surge for Water does and the water plus model 00:04:03 Why the global water crisis is a women centered injustice 00:07:01 Lost hours, education, and income cost of water collection 00:08:52 Respecting local roles while shortening the walk and reducing harm 00:11:37 Making distant donors care storytelling and climate connections 00:13:13 Creative events and interior design partners as a fundraising engine 00:14:50 Aid cuts, USAID shifts, and new competition for nonprofit funding 00:15:52 Decolonial practice and sharing power with local leaders 00:21:18 How Surge builds trust with next generation donors and partners 00:22:46 Metrics versus stories choosing humanity while still tracking results 00:27:23 Funding wins, 2026 expansion plans, and Shilpa's hopeful vision #TheNonprofitShow #WaterJustice #WomenInLeadershipFind 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 is 'Rolling Retention'? Fundraisers Using AI and Better Metrics

    Play Episode Listen Later Dec 9, 2025 30:49


    Donor retention is not just a feel good metric it is one of the most powerful levers in the business model of a nonprofit. We sit down with Kirsten Wantland, Principal Industry Strategist at Bloomerang, to explore how organizations can move beyond fear and confusion and actually use retention data to protect revenue and grow lifetime value.Kirsten begins by explaining her new role at Bloomerang, serving as a bridge between fundraisers in the field and the engineering and product teams. She brings frontline development experience directly into the CRM design process and is now helping shape Penny, Bloomerang's new AI strategic fundraising partner. Penny will guide staff on which segments to work, what messages to send, and where to focus limited time so small teams can function like much larger shops.From there, the conversation turns to why traditional retention tracking leaves so many nonprofits stuck. Measuring retention once a year on a calendar basis keeps leaders in a reactive posture, staring at last year's results instead of managing today's risks. Kirsten introduces the concept of ‘rolling retention' a metric that constantly surfaces donors who are about to lapse based on their actual giving patterns. That simple shift creates a proactive pipeline of people to thank, call, invite, and re-engage before they disappear.At the heart of her approach is a deeper philosophy about donor relationships. As Kirsten puts it, “Ultimately, our donors want a place to belong. They want to be part of a mission. They want to be part of a solution.” Rolling retention, better benchmarking, and even AI tools like Penny are there to serve that goal helping fundraisers step away from purely transactional requests and toward thoughtful, ongoing engagement.Kirsten closes by urging organizations to start somewhere, choose a few key metrics, track them consistently, test new strategies each quarter, and adjust when the data shows no movement. In a crowded landscape of 1.8 million nonprofits, the ones who treat retention as a core business function not just an afterthought will be the ones that build resilient revenue and loyal communities.#TheNonprofitShow #DonorRetention #NonprofitBusinessStrategyFind 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

    Why Smart Nonprofits Rely on Temp Staffing

    Play Episode Listen Later Dec 8, 2025 29:12


    Labor myth buster Dana Scurlock, Director of Recruitment at Staffing Boutique, reframes temporary staffing as a sophisticated business tool for nonprofit leaders—not a last-resort move when things are on fire. Dana steps in to show how strategic temp and temp-to-perm staffing can stabilize teams, protect budgets, and protect sanity.She starts with a fundamental question: how many staffing firms does a nonprofit really need? From organizations that have never used an agency to those calling their fifth recruiter, she explains why understanding an agency's model matters. Staffing Boutique works on a contingency basis, which means urgency, flexibility, and the freedom for nonprofits to keep recruiting on their own. In contrast, ‘retained' firms require exclusivity and upfront fees, which can slow things down and lock organizations into one channel.Dana is equally direct about transparency. Salary ranges, the history of the role, why the previous person left, whether someone is quietly being replaced—these details aren't gossip; they're the bedrock of a solid search. Without that clarity, candidates endure endless interviews only to discover the compensation was never realistic. As Dana puts it, “It's not just an interview for them. It's an interview for you to see if it's the right place where you want to work.” That two-way lens is exactly what reduces turnover and builds longer tenures in mission-essential roles like development.Then she pulls back the curtain on the economics. That apparently “high” hourly bill rate often includes recruiting, weekly payroll, taxes, unemployment, and insurance—costs nonprofits would shoulder anyway. Agencies absorb administrative burden and even handle tough conversations when a placement isn't working out or a project ends. For conflict-averse leaders, that alone can be priceless.Dana also defends temp work as a legitimate career choice, from interim executive directors steering transitions to seasoned admin professionals who thrive on variety. In her world, temp staffing is not about “just getting a body in the seat”; it's about building smart, flexible staffing strategies that support the long-term health of nonprofit organizations.#TheNonprofitShow #NonprofitStaffing #TempWorkStrategyFind 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 Appeals vs. Donor Relationships: What Truly Drives Giving?

    Play Episode Listen Later Dec 5, 2025 30:35


    In this thoughtful Fundraisers Friday conversation, cohosts Julia C. Patrick and Tony Beall take viewers inside one of the most persistent tensions in fundraising: the distinction between donor appeals and donor relationships. Using real experiences, honest stories, and decades of shared sector knowledge, they walk through why these two ideas are often treated as opposites—when in reality, they function best in tandem.Their convo opens with warmth and camaraderie, quickly shifting into a substantive examination of how appeals work. Tony offers a clear definition, noting that appeals are intentional, seasonal communications designed to spur timely action. Year-end campaigns, back-to-school initiatives, and Giving Tuesday messages all fall squarely into this category. They carry a sense of immediacy, a call for participation “in the here and the now.”But as Julia points out, the urgency of an appeal can mask deeper strategy concerns. Organizations sometimes over-rely on “spray-and-pray” messaging, sending thousands of identical asks without considering whether the recipient is already deeply invested, newly aware, or somewhere in between.From here, the cohosts explore the more nuanced terrain of donor relationships—a slower, more personal rhythm grounded in trust, communication, alignment of values, and long-term stewardship. As Tony states in one of the episode's most resonant lines, “Building the relationships, maintaining the engagement… will ultimately result in a larger gift.” It's a reminder that fundraising is seldom about instant gratification; it is about cultivating connection over time.The two also address the emotional dynamics of how appeals are perceived. Tony shares a striking moment when he received a letter with the single handwritten word “Help!”—a gesture intended to convey urgency but which instead signaled distress. Julia and Tony use this example to emphasize the responsibility fundraisers have when they frame need, motivation, and tone. They move into donor segmentation, donor tiers, and the organizational realities faced by nonprofits of every size—from kitchen-table startups to high-rise institutions.Throughout the conversation, the cohosts reinforce the idea that appeals and relationships should not be competing strategies. Instead, they are complementary tools within a bigger architecture—one that acknowledges the emotional, operational, and strategic layers that shape philanthropic investment.#TheNonprofitShow #FundraisersFriday #NonprofitLeadershipFind 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

    Inside Team Culture: The New Era of Nonprofit Leadership

    Play Episode Listen Later Dec 4, 2025 31:21


    A valuable and thought-provoking conversation with Carrie Wright, consultant and coach at Wright Consulting. Joined by cohosts Julia C. Patrick and Wendy F. Adams, Carrie guides leaders toward a more thoughtful, rigorous, and human-centered approach to nonprofit organizational performance.Rather than rushing into resolutions and planning cycles, Carrie urges leaders to adopt a practice of year-end reflection—an intentional look backward before charting the year ahead. As she states, “There's a saying that ignorance is bliss, but I genuinely believe that knowledge is power.” That philosophy becomes the cornerstone of her framework: understand what fueled the team, what depleted it, and what priorities still belong at the table.Carrie challenges organizations to treat mission, vision, and values not as decorative phrases, but as practical tools that recalibrate purpose. When teams drift from their “why,” burnout rises and cohesion dissolves. One method she employs is asking every team member to restate the mission in their own words and connect it directly to their daily responsibilities. This creates clarity, alignment, and ultimately ownership—an essential sequence for high-performing teams.Quarterly rhythms also play a central role in Carrie's approach. Instead of waiting an entire year to revisit goals or assess team health, she encourages predictable check-ins, extended conversations, and off-site sessions where challenges, ideas, and wins can surface in psychologically safe ways. These rhythms reduce confusion, prevent moving targets, and strengthen trust through consistency.Carrie also emphasizes leadership development at every level. With her mantra, “Lead from where you sit,” she reframes leadership as an act accessible to all staff—not a title. This perspective urges team members to examine their habits, define one development goal, and consider what needs to be eliminated, automated, or delegated to make true progress.Finally, she offers a compelling metaphor: culture as a thermostat—not something you set and ignore, but something requiring constant monitoring. Pulse checks, real communication, and people-first decisions are essential to preventing turnover and maintaining momentum.With clarity, warmth, and strategic depth, Carrie presents a blueprint for nonprofits seeking resilience and alignment in the year ahead. #TheNonprofitShow #NonprofitLeadership #TeamCultureFind 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

    Rethinking Nonprofit Success: Information Is Not Action!

    Play Episode Listen Later Dec 3, 2025 30:56


    Rethinking nonprofit success usually begins with new metrics or another training calendar. In this conversation, educator and learning strategist Nancy Bacon of Nancy Bacon Consulting proposes something far more disruptive: stop confusing information with action. Drawing on adult learning research and decades inside associations, state agencies, and community organizations, she challenges the sector's default response to problems—more workshops, more webinars, more content.Nancy names the uncomfortable truth: only about 10 percent of training translates into behavior change. That means roughly 90 percent of our investment in “capacity building” does not reliably alter what people actually do. For a sector that prides itself on stewardship, that is a profound governance and management issue, not merely a pedagogical one.Instead, Nancy urges nonprofit leaders to move from a training mindset to a performance mindset. Rather than asking, “What session can we send them to?” she asks, “What would it take for our board members, staff, or volunteers to perform this task?” That question opens a richer design space: targeted knowledge, specific skills, practice in a safe environment, emotional connection, and practical support, such as job aids and clear task lists.At the center of her framework is a deceptively simple sentence: “our nonprofits are only as strong as their people are.” Capacity is no longer an abstract concept; it becomes the ability, confidence, emotional readiness, and structural support that everyday people need in order to act.Nancy also reframes motivation. Emotions may trigger interest, but sustained action depends on the partnership of competence and confidence, repeatedly reinforced through real practice. Her story of a board member whose service is rooted in the grief of losing a child makes this point vivid: when we slow down enough to know why people are at the table, we unlock a different level of commitment and trust.For boards, fundraisers, and executives, this discussion is an invitation to pause the endless “rinse and repeat” of busywork and reconsider how learning, performance, and human psychology intersect. 00:00:00 Today's big question 00:02:02 Meet Nancy Bacon educator designer and learning strategist 00:03:33 Information is not action the ten percent reality of training 00:06:31 From training to performance what board members really need 00:12:48 Nonprofit capacity our organizations are only as strong as their people 00:16:01 Competence confidence and the lost art of practice 00:18:30 Motivation emotions and the gap between need to know and need to do 00:21:47 Why are you really on this board the story that changed the room 00:25:32 Nonprofits are in the people business brain and behavior science in action 00:26:18 Under pressure can nonprofits still slow down to rethink success 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 Scaling Reimagined: A New Playbook for Expansion

    Play Episode Listen Later Dec 2, 2025 30:37


    Nonprofits love to talk about growth. New markets, new programs, new grants, new everything. But our guest, Aila Malik, founder of Venture Leadership Collective, flips the script and asks the question most boards and executives skip: Have you actually earned the right to scale up?Coming out of Silicon Valley's “grow or die” mindset, Aila warns that scaling is not a badge of honor—it's a high-risk move that can quietly hollow out your organization if your foundation is shaky. She walks through three blunt prerequisites before you chase expansion:·        Do you know the true cost of your model—including “motivational paychecks,” underpriced talent, and the invisible cost of managing volunteers?·        Do you know what success at steady state really looks like—revenue mix, roles, talent, outcomes?·        Do you know when to call it before your signature program starts bleeding to death?From there, Aila digs into the three C's that separate organizations that scale with intention from those that spin out: competency (or courage), clarity, and culture. Self-aware leaders who can say “I don't know,” data-literate teams that treat impact as their “money metric,” and cultures built on trust and transparency all become non-negotiables.As Aila puts it, “We don't have a profit metric we're trying to increase. We're trying to increase the outcomes and the impact in the community.” That one line resets the whole conversation. Growth is no longer about bragging rights—it's about whether your systems, people, and culture are strong enough to carry more weight without breaking.If you're tired of board pressure, whiplash after big grants, and reactive leadership, this episode is your wake-up call: scale is earned, not assumed.#TheNonprofitShow #NonprofitLeadership #ScaleWithIntentionFind 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

    Interim Leadership in Fundraising Is More Powerful Than You Think!

    Play Episode Listen Later Dec 1, 2025 30:26


    Interim leadership is no longer just a stopgap in the executive director's seat—it's becoming a strategic engine for sustainable fundraising.  Joan Brown, Chief Operating Officer at Interim Executives Academy, and David M. Nicole, CFRE, founder of Headwinds Consulting, share why interim development leadership may be one of the most underused tools in the nonprofit sector.Together, Joan and David contrast short-term revenue fantasies with the realistic, process-based nature of fundraising. They call out unrealistic expectations—boards and CEOs who imagine the interim will arrive with a magic button and instant major gifts—and instead emphasize assessments, strategy teams, and shared ownership across staff, board, and executive leadership.Joan opens by reframing the “interim world” as an intentional, structured response to leadership transitions, not just a temporary patch. Interims, she explains, aren't there to keep a chair warm; they're there to guide organizations through CEO, COO, and chief development officer transitions with clarity, planning, and structure. With turnover rising and leadership expectations evolving, the data point is clear: every leader leaves, so organizations need a plan that goes beyond wishful thinking.David brings numbers and nuance from his six interim roles—split between CEO/executive director and development director positions. He describes a model where interim development directors are explicitly hired with clear objectives, defined timelines (often 12–18 months), and a mandate to build systems, not personal empires. His philosophy is summed up in a powerful line:“My success is not necessarily what I accomplish while I'm there. My success is measured by what the organization accomplishes after I leave.”The conversation also explores how donors and funders respond when organizations are transparent about using interim leaders. Surprisingly, many donors appreciate the foresight, especially when the message shifts from “we're in crisis” to “we're investing in long-term stability.” Community funders are beginning to require succession plans and even encourage interim solutions as a sign of sound governance.You'll agree, interim development leadership looks less like a temporary fix and more like a strategic on-ramp to sustainable fundraising, stronger boards, and healthier organizations!! #TheNonprofitShow #InterimLeadership #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

    Can Mindset and a Soccer Ball Change a Child's Future?

    Play Episode Listen Later Nov 25, 2025 28:51


    What happens when a kid who scribbles “play soccer at Ohio State” in kindergarten actually does it—and then decides his story shouldn't be the exception? That question sits at the center of this episode with Channing Chasten, professional athlete and founder of The One Percent Kid Foundation.From the start, Channing describes a childhood shaped by two steady forces: the soccer pitch and a mother who refused to let academics trail behind. Homework came first, the ball came second. Years later, that same mix of discipline and imagination is now driving a nonprofit built on three pillars: soccer, literacy, and mindset.Channing explains why he believes in the power of tiny, consistent gains instead of giant leaps. As he puts it, “If you break it down into a small step, you realize starting is the easy part.” That simple idea—1% better every day—guides everything from his youth programs to his fundraising strategy.We follow his journey through literacy camps where reading comes before drills, turning books into the ticket to soccer practice. He shares what he's learning about plummeting reading scores, the heartbreaking link between third-grade literacy and incarceration, and why his team expanded from early grades to high schoolers who have already fallen behind.The story widens as he walks through how he built a board full of nonprofit veterans and soccer leaders, deliberately choosing people who know both the sport and the sector. Their mentoring shapes his ambitions: building a national model starting in Arizona, creating mindset workshops in schools, and eventually launching a scholarship fund for under-resourced students who come through the program.Along the way, we glimpse the grind behind the dream: chasing grants, securing a city award from Chandler, collecting impact data, filming quality videos so donors can actually see the work, and constantly revisiting big revenue targets in six- and twelve-month windows.By the end, The One Percent Kid isn't just a catchy name—it feels like an invitation to kids, donors, and communities to believe that small, steady progress can rewrite a life story. 00:00:00 Welcome introduction to Channing Chasten 00:01:05 What is The One Percent Kid Foundation 00:03:04 Why 1 percent progress matters for big goals 00:04:41 Mission soccer literacy and mindset explained 00:06:34 How reading becomes the ticket to play 00:07:31 Expanding from early grades to high school students 00:10:07 Building a nonprofit board with real sector experience 00:13:20 Learning from mentors and planning for sustainability 00:15:22 Literacy first or soccer first what donors care about 00:16:53 Showing impact through video data and testimonials 00:19:45 Big long term vision for The One Percent Kid 00:24:26 The One Percent Kid book school visits and SEL 00:27:01 Where to find Channing and final mindset message #TheNonprofitShow #YouthSoccer #LiteracyMattersFind 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 Cyber Wake-Up Call: Phishing, Vishing and Donor Data

    Play Episode Listen Later Nov 24, 2025 33:08


    Year-end generosity is a perfect storm for cybercrime—and most nonprofits don't see the danger until after the damage is done. We talk with Alex Brown, Director of Business Development at Richey May, about why the busiest time of your fundraising year is also one of the most hazardous for your systems, donors, and reputation.Alex explains how attackers watch for holiday chaos: staff on vacation, rushed year-end gifts, last-minute tax receipts, and overloaded inboxes. “Attackers know you're not paying as much attention,” he warns, “so you have to be a little extra diligent this time of year.” From fake donation pages to altered bank details, the tactics are increasingly sophisticated—and AI is making fraudulent emails and voice calls nearly impossible to spot by eye or ear alone.The conversation walks through your “front door” risks, starting with your website and WordPress plugins, then moving into infrastructure scanning tools, outdated software, and weak admin logins. Alex shows why role-based access matters: if every staffer can see and change everything, one compromised account can expose your entire donor database and even your bank relationships.He also tackles the human side of cybersecurity. Alex explains phishing and vishing in plain language, and why urgency (“this is a one-time exception,” “we need this code right now”) is such a powerful pressure tactic. He urges leaders to replace fear and punishment with ongoing micro-training and a culture where people feel safe admitting, “I clicked something weird.” Silence is exactly what attackers are counting on.Finally, the episode turns to donor communication. Nonprofits must be crystal clear about how they will and will not contact supporters—what domains they use, which links are legitimate, and what information they will never request by phone, text, or email. Clear expectations protect donors and preserve trust, even if attackers try to impersonate your brand.This is not a technical luxury; it's a governance and stewardship issue. If your organization depends on digital generosity, you also depend on digital safety. 00:00:00 Why year end giving is peak cyber risk for nonprofits 00:02:24 From audit firm to cyber team The Ritchie May story 00:06:03 Your website as the front door and WordPress plugin dangers 00:09:21 Infrastructure scanning tools and the cost of skipping updates 00:11:13 Donor data as gold role based access and endpoints explained 00:15:01 AI tools laptops at desks and unsafe workarounds 00:18:51 Phishing vishing and how attackers hijack email and voice 00:25:12 Cybersecurity is everyone's responsibility and micro training 00:27:35 Why punishment backfires and reporting mistakes matters 00:29:59 Setting clear donor communication rules to prevent fraud 00:31:33 Final thoughts and Julia's personal cyber to do list  #TheNonprofitShow #NonprofitCybersecurity #DonorTrustFind 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

    Grant Writers and Fundraisers! Can They Really Work as One Team?

    Play Episode Listen Later Nov 21, 2025 31:22


    Grant writers and fundraisers share the same mission, but often work in different corners of the building—and sometimes entirely different worlds. In this Fundraisers Friday convo, cohosts Julia C. Patrick and Tony Beall peel back the curtain on how these two roles can move from quiet coexistence to true collaboration.Julia opens with gratitude—for long standing sponsors who have never tried to steer the show's content, and for a sector that now offers far more professional development than when many fundraisers began. She reflects on her own journey from community fundraising to co-authoring The Architecture of Fundraising with Tony, noting how accessible tools and training could have transformed her early efforts. “I could have raised so much more money for my community if I had been educated,” Julia admits, inviting viewers to keep learning alongside them.Tony adds his perspective from years in executive leadership, where he saw the strain between event heavy fundraising teams and grant writers tucked away in quiet corners—or now, working remotely. He reminds us that grant writing is both demanding and discouraging work, with many applications never funded despite excellent cases. “We have to find ways to continually celebrate the work that's being done by grant writers, whether the grant is being approved or not,” Tony says, naming the emotional labor behind every proposal.Together, Julia and Tony explore how shared language, aligned metrics, and thoughtful use of technology can connect these roles. They talk about separate goals for grants, events, and individual giving, all tied together through dashboards, regular communication, and clear expectations. They even walk through ethical ways to use board and community relationships to support grant applications—without crossing any lines.In the end, this learning session becomes a gratitude filled call to action: respect each lane, build consistent communication, celebrate the wins, and ensure leadership is championing the relationship between grant writers and fundraisers. When those pieces come together, fund development becomes a unified team effort instead of a quiet, siloed grind.#TheNonprofitShow #FundraisersFriday #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

    Inside the Generosity Generation with Bonterra's Chief Fundraising Officer

    Play Episode Listen Later Nov 20, 2025 30:44


    Tech, data, and generosity are not abstract buzzwords—they're concrete levers that can stabilize funding, expand impact, and re-energize exhausted fundraisers. Chief Fundraising Officer Kimberly O'Donnell of Bonterra joins us to map out how recurring giving, trust-based philanthropy, and AI-powered tools can move the entire sector from scarcity thinking into a new “generosity generation.”Kimberly starts by reframing recurring giving as non-negotiable infrastructure, not a nice-to-have tactic. As she puts it, “Recurring giving is essential for nonprofit sustainability. Just no, hard stop there.” Bonterra's own research shows why: in its Meet the Moment report, 58% of federally funded nonprofits report financial instability this year. In that environment, a predictable base of sustainers—monthly and annual—can keep programs moving even as federal funds, disaster response dollars, and one-time grants fluctuate.She shares a compelling case study: a Bonterra client that introduced three choices on its donation page—one-time, monthly, and annual. By normalizing both monthly and annual recurring options, that organization grew from zero sustainers to more than 65,000, proving that donors will enthusiastically choose ongoing support when invited clearly and confidently.Kimberly also dismantles the common boardroom fear that sustainers will cannibalize major gifts. In her view, that's simply a myth. Monthly donors should be seen as high-value relationship partners whose lifetime contributions, planned gifts, and sponsorship potential can grow over time. The real problem isn't “small monthly donors”; it's organizations deciding on behalf of donors when and how they will give.From there, the conversation widens. Kimberly explains how Bonterra's vantage point—serving nonprofits, community foundations, CSR programs, and public agencies across the social good ecosystem—reveals sector-wide patterns in real time. Trust-based philanthropy, she notes, hasn't disappeared; it's evolving. Funders are becoming more intentional, concentrating resources on core pillars while streamlining reporting and using their networks to introduce nonprofits to new corporate and philanthropic partners.Achieving that shift, Kimberly argues, will require data, AI, and human connection working together—what Bonterra calls the generosity generation.AI, in particular, is already reshaping daily fundraising practice. Bonterra has been using agentic AI since 2016–2017, and its new tools are built with a “human in the loop” philosophy so fundraisers can test, refine, and own their messages.Kimberly's closing message is both empathetic and urgent: acknowledging nonprofit exhaustion yet pushing leaders to resist retreat: this is not a moment to slow down—it's a moment to experiment, ask bolder questions, and lean on tools that make the work more sustainable. #TheNonprofitShow #NonprofitFundraising #BonterraTechFind 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 Relations Data Every Nonprofit Development Team Must See!

    Play Episode Listen Later Nov 18, 2025 32:14


    Donor love is measurable, and in this lively discussion, guest Lynne Wester, Principal and Founder of Donor Relations Group, brings the receipts. Drawing on data from her seventh global donor relations survey, conducted every two years since 2013 with more than 1,000 participants, Lynne shows us why retention, not the next big campaign, is where the real money is.Her core message is blunt and refreshing: we obsess over the ask even though it represents a tiny slice of our contact with supporters. As Lynne puts it, “Retention is the secret sauce of fundraising.” Most organizations still pour staff time and budget into events and tactics with weak ROI, while reporting that they are only able to share impact with less than 20 percent of their donors. That gap is not just operational; it is a revenue problem.The survey findings expose a pattern. Many donor relations teams sit under a mountain of tasks but lack a strategic plan, making them vulnerable to “seagulling” requests that fly in, drop work, and disappear. At the same time, donor relations professionals tend to stay in their roles four to nine years, while frontline fundraisers churn in about 16 months. The people who understand donor experience best often have the quietest internal voice, and Lynne's work is about giving them data to change that.She shares how longitudinal data helped the sector mostly abandon donor honor rolls: today, over 80 percent of nonprofits no longer produce donor lists that were costly and not meaningful. The survey is now pushing similar change around giving societies, the split between receipts and acknowledgements, and the use of AI. Lynne is candidly concerned that many organizations use AI tools without organizational policies, even as donor databases at major institutions have been compromised. For her, donor confidentiality and the Donor Bill of Rights demand guardrails before automation.Perhaps the most poignant remark is Lynne's insistence that gratitude and listening are not “extras” but performance drivers. Retaining a donor is five to seven times less expensive than acquiring a new one, and organizations that cared for donors as human beings during crises like the 2008 downturn and COVID raised twice as much as those that just kept asking. She argues that if a donor is not “worth a stamp,” the organization does not deserve the gift.Lynne leaves viewers with a challenge wrapped in encouragement: use data to question tradition, ask donors for their opinions, and treat stewardship as strategic fund management, not a courtesy. When you align technology, policies, and human connection around gratitude and impact, you are not just being nice—you are building a durable, scalable fundraising engine.#TheNonprofitShow #DonorRelations #FundraisingDataFind 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

    Data Trouble Starts Small: Hidden Cyber Risks Nonprofits Ignore

    Play Episode Listen Later Nov 17, 2025 31:37


    Who actually owns data protection in a nonprofit? In this fast-paced conversation, host Julia C. Patrick sits down with Taysha Adams, Manager Technology Support at JMT Consulting, and Josh Fricovsky, Engineering Director at Cortavo, to tackle the uncomfortable truth: cybersecurity is no longer “someone else's job.”Taysha starts with a reality check: most vulnerabilities don't begin in a server room. They start with everyday behavior. From checking work email on public Wi-Fi to logging in on a friend's device, casual habits open doors to attackers. As she explains, “Everybody's responsible for data security and protection… most vulnerabilities do come in from the end users.” JMT has spent more than a year realigning internal processes, tightening device controls, and partnering with Cortavo so their own team—and their clients—are better shielded.Josh builds on that by showing how fast the threat landscape is evolving. Cortavo's job as a managed service provider is to sit on the “bleeding edge”: endpoint protection, email security, MFA, VPNs, and now mobile device management for a workforce that increasingly works on the move. He notes that “the cost of inaction is going to be 10 to 100 times more than” the investment in proactive security. It's not just about tools; it's about culture, education, and leadership setting the tone.The conversation then moves to the devices we use every day. Laptops, tablets, and phones are cheaper and more plentiful than ever, but every extra device is another front door. The guests stress that nonprofits need clear policies for using personal phones for work, along with mobile device management to protect company data without “controlling” the phone itself.AI takes the discussion to another level. Both guests are enthusiastic users, but they warn that unregulated use is dangerous. Taysha urges organizations to set guardrails and favor licensed or enterprise tools so prompts, donor details, and templates aren't quietly training public models. Josh goes further, recommending offline or private LLMs for sensitive data and pointing out that attackers are already using AI for sophisticated social engineering, including voice cloning and real-time credential theft.Finally, the trio frames cybersecurity as a governance and financial issue, not just an IT problem. Data loss can mean lost clients, destroyed reputation, and even the end of an organization. Partnering with firms like JMT and Cortavo, building internal awareness, and treating security like an essential protection policy—not a luxury—are presented as non-negotiable steps for modern nonprofits.This episode is a must-watch for executives, boards, and staff who touch data in any way—which is everyone.#TheNonprofitShow #NonprofitCybersecurity #DataProtectionFind 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 or Investor? Why Calling Them ‘Investors' Changes Everything

    Play Episode Listen Later Nov 14, 2025 31:09


    What if the people we call donors are actually investors? And what if this subtle shift reshapes expectations, power, professionalism, and even the identity of philanthropy itself? Julia C. Patrick and Tony Beall challenge one of the nonprofit sector's most deeply rooted labels.Julia opens the conversation by admitting she's ready to change her own vocabulary, saying, “I'm going to really work hard to say investor, because I think you're right—this is the way we need to go.” Her candor sets an energetic tone for a conversation that questions long-held nonprofit norms while encouraging fundraisers to rethink the relationship they build with contributors.Tony expands on how much the terminology already shapes his practice. “It's pretty much standard for me now to speak of donors as investors,” he explains, noting that while the marketplace may not fully be prepared for the switch, fundraisers can begin reframing relationships in ways that strengthen professionalism, transparency, and long-term engagement.The conversation provocatively asks whether “donor” — rooted in the Latin donare, meaning to give — unintentionally implies release, relinquishment, or even detachment. Meanwhile, “investor,” drawn from investire, meaning to clothe or furnish power, places the contributor inside the organization's journey, not on the sidelines.From this vocabulary shift springs a lively exploration of expectations. A donor may hope the gift “does good,” while an investor wants measurable progress, long-term capacity building, and consistent communication tied to real results. That distinction pushes nonprofits toward better data, better systems, and better reporting.Julia and Tony also discuss how this reframing could meaningfully influence recruitment and retention in the sector. Elevating the profession with language rooted in strategy and expectation — not charity alone — may attract more skilled talent while giving current fundraisers a clearer sense of the complex, meaningful work they perform.They later explore generational dynamics. Older supporters may lean toward benevolence. Younger supporters are far more metrics-driven, tech-oriented, and impact-focused. For next-gen philanthropy, “investor” may simply feel more accurate.The informative convo closes with a practical comparison using a $5,000 gift to a food bank. A donor experiences satisfaction and goodwill. An investor expects data: pounds of food purchased, households served, meals distributed. The contrast illuminates how terminology drives operational behavior.By the end, the case for shifting language becomes both philosophical and functional. It's a lens that prompts nonprofits to strengthen systems, build trust, and engage contributors more meaningfully — all while honoring the emotional roots of giving.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

    Shutdown Over, Now What? How Nonprofits Recover!

    Play Episode Listen Later Nov 13, 2025 31:10


    Federal shutdown over! Systems rebooting! Nonprofits on the clock! In this urgent episode, we bring back Derick Dreher, Department Leader, Government Funding at Your Part-Time Controller (YPTC)—just hours after the government reopens from the longest shutdown in U.S. history.Derick starts with what happened in Washington: failed Senate votes, a last-minute continuing resolution, and a deal that funds government operations into January while restoring budgets for agencies like USDA and programs such as SNAP. But this is not just a civics lesson; it's a compliance wake-up call for every nonprofit with federal awards.Even though agencies were closed and portals were offline, he reminds viewers that obligations never went away. As Derick puts it, “It's a challenge, but you still have to do it.” Reports due during the shutdown are still due. If a federal portal was off, organizations should have emailed, mailed certified copies, and documented every step. That paper trail may be the difference between a simple explanation and a “you're in breach” notice now that systems are back up.Derick explains that rules are shifting at the same time pressure is rising. An August executive order on federal grantmaking is reshaping Uniform Guidance and, in some cases, contradicting existing regulations. Nonprofits cannot simply move programs from October to November or rework budgets on their own. Any change—timelines, program design, vendors—requires permission.The human side of this story is just as urgent. Federal employees returning from 43 days of furlough are staring at thousands of unread messages, while agencies are already dealing with staffing shortages. Automated payments and notices may resume quickly, but nuanced approvals, extensions, and clarifications will take time. That means nonprofits must expect delays while still operating at peak year-end demand and navigating food insecurity, SNAP disruption, and stretched donors.Derick calls on leaders to treat this as a mini audit moment: review every award, update budgets and reports, clarify what did and didn't happen during the shutdown, and then proactively request extensions and changes. “Federal awards are complicated beasts that have a lot of details and a lot of moving parts, and there's no reason to be afraid of accepting them,” he says—if leaders build strong internal controls for timesheets, receipts, and documentation.Above all, think of this as a reframe of the relationship with government funders: not as begging with an outstretched hand, but as a handshake partnership where authenticity, preparation, and transparency show you are leading with excellence. Get organized now, communicate wisely, and you can turn this chaotic shutdown into a proving ground for your nonprofit's strength and mission focus.#TheNonprofitShow #NonprofitFinance #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

    Fundraising Fog? Messaging That Donors Actually Love

    Play Episode Listen Later Nov 12, 2025 29:53


    Fundraising can feel like walking through mist—messages blur, instincts wobble, and urgency crowds out intention. In this energizing conversation, we welcome returning favorite Micah James (team lead and coach at Bloomerang—and a bride-to-be!) to name the haze and show practical ways through it. Micah calls today's moment “muddy and foggy” because donors face nonstop alerts, shifting giving channels, and rising skepticism about how funds are used. Organizations feel it too: higher costs, greater need, and inboxes stuffed with appeals that all sound the same.So what cuts through? First, stop centering money and recenter mission. As Micah says, “We don't want to give to budgets…we want to give to people, to mission, and to impact.” Translate dollars into outcomes. “There's nothing wrong with saying we're raising $3,000 because it will feed 300 families”—pair the cost with the change. Then make it personal. Tell one vivid story (Stacy, Jim, or Larry), not vague totals. Shift language so the donor becomes the hero; use “you” as often as “we.” That mental switch alone sharpens your message and steadies your strategy.Micah urges radical transparency to build trust. Be clear about what it takes to serve and honest when you're not top-of-mind in the community. Share the real work and the real budget picture without panic language. Invite support in many forms—gifts, volunteer hours, or simple acts of advocacy—and keep communicating the difference each supporter makes.A big unlock is specificity. Use your database tools to reference the donor's last gift and show what it accomplished. Celebrate recurring givers and ask for modest step-ups (from $10 to $15, from $47 to $60). Those small upgrades flatten chaotic cash-flow lines and reduce the pressure that pushes teams into constant alarm. Micah reminds us that the often-forgotten “middle” donors—already engaged, steady in capacity—can become the backbone of predictable revenue when you know them well and speak to what they care about.Bottom line: name the fog, then choose clarity. Tell one true story. Make the donor the protagonist. Map dollars to outcomes. Share the journey openly. When you do, the sun breaks through—and sustainable generosity follows. 00:00:00 Welcome and Micah's joyful news 00:03:06 Defining the fundraising fog today 00:07:14 Why budget-gap appeals miss the mark 00:10:04 Pairing dollars with outcomes that matter 00:11:49 Personalization and showing specific impact 00:13:50 Radical transparency to build trust 00:17:44 One story and donor-as-hero language 00:20:29 Using data and merge fields smartly 00:24:07 Middle donors and recurring upgrades 00:26:26 Escaping crisis mode with steady revenue 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

    Events, Data, Volunteers: Temp Staffing Power Plan

    Play Episode Listen Later Nov 10, 2025 30:18


    Nonprofits can absolutely finish the year strong—especially when they treat staffing as a strategic tool, not a scramble! In this energizing convo, Katie Warnock, founder and president of Staffing Boutique, maps out practical ways organizations can add capacity right when it matters most. Katie is plainspoken and solution-oriented: for major fundraising events, she recommends planning eight to nine months out and matching roles to real workload. “First of all, if you don't have an events director, get one. If that's not feasible, bring in a seasoned temp events director or an events manager to handle day-to-day logistics.” That approach keeps development leaders focused on relationships and revenue instead of table charts and coat checks!!Katie outlines flexible staffing ramps—lighter hours early, surging near event day, then tight close-out to ensure donations, acknowledgments, and data entry are flawless. She is equally direct on year-end donor support: bring in skilled database professionals familiar with your CRM to process gifts fast and accurately. Volunteers are wonderful, but gift integrity demands pros.Volunteer management gets a reality check. Holiday enthusiasm is great, but sustained help across the calendar—June, August, February—changes outcomes. Katie urges orgs to capture individual contacts from corporate volunteer days and cultivate them directly; today's 22–32 year-olds become tomorrow's major donors and often bring corporate dollars with them.Looking beyond December 31, Katie champions prep projects that set teams up for a calm, effective new year: digitizing archives, standardizing folders and calendars, and documenting processes. She even shares a personal productivity win: embracing AI to tame an overloaded inbox. “Embrace AI… it's here and it's making so many things so much easier.” Finally, she models healthy team norms—blocks of focused work, breaks for movement and sunlight, and clarity on priorities—so coverage feels near 24/7 without burning people out.Bottom line: think earlier, staff smarter, protect data, convert volunteers to champions, and set up systems now so January starts smooth. With the right mix of temps, consultants, and clear processes, your organization can thrive through year end and launch into the new year organized, energized, and ready to grow.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 Future of Philanthropy and Adoption: The CEO of Dave Thomas Foundation for Adoption

    Play Episode Listen Later Nov 7, 2025 30:53


    In this capstone to Nonprofit Power Week, Rita L. Soronen, President and CEO of the Dave Thomas Foundation for Adoption, looks forward—past the news cycle and into the work that will shape children, families, and the sector. In a calm, mentoring tone, Rita keeps leaders grounded in first principles: start with the child. As she puts it, “We're not finding what child is best for a family, we're finding what family is best for a child.” That mindset reframes recruitment, kinship care, and inclusion, and it calls leaders to stretch their own practices.Rita shares how public attitudes toward foster care and adoption have matured, yet can backslide when sensational stories appear. Her counsel: hold firm to truth, trauma awareness, and mental health supports. She offers a practical compass for politicized climates: begin where everyone can agree. “Anyone here who's ever been a child, please raise your hand… We have to bring it back to what's best for children.” From there, leaders can convene consensus, reduce noise, and invite real collaboration across agencies, movements, and communities.On funding and donor behavior, Rita maps the changing landscape—fewer donors, larger gifts, and strong interest in measurable impact and systemic change. The lesson for leaders is balance: keep legacy channels available while building digital fluency and fluency in donor-advised funds, non-cash assets, and planned giving. Pair that with scenario planning so your organization is resilient when markets, tax policy, or public health winds shift.Rita's advice on next-gen leadership is both warm and direct. Embrace impatience for progress, mentor toward mastery, and translate across generations. Model curiosity over eye-rolls; teach how boards govern, how budgets work, and how durable change is built—without dampening the urgency younger leaders bring.Finally, Rita urges courage without fear. Hold your mission steady when funding anxieties rise. Convene unusual allies. Keep articulating the value of childhood, permanency, and family—then amplify shared ground loudly. Leaders who do this will guide teams and donors through uncertainty and keep children at the center, where they belong.#TheNonprofitShow #Adoption #FosterCareFind 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

    One Nonprofit Team, Two Engines: How They Fuse Marketing and Development

    Play Episode Listen Later Nov 6, 2025 30:19


    The Dave Thomas Foundation for Adoption shows exactly how today's nonprofits can accelerate mission and amplify revenue by putting marketing and development on the same team! CEO & President Rita L. Soronen and SVP of Marketing & Development Jill Crumbacher explain how an approach that started 11 years ago matured into an integrated structure with shared goals, clear ownership, and board alignment. As Rita puts it, “there's just this intuitive sense…that one feeds the other,” adding that the shift “became very much an organic, ongoing conversation based on results.”Jill brings for-profit rigor to the model: a VP of Marketing and a VP of Development co-lead paired “mini teams” for every fundraising channel, tracked in Asana with crystal-clear metrics. “Building a brand builds fundraising and building fundraising builds a brand. It just does,” Jill says. She adds, “For every fundraising team, we have a marketing team that supports the fundraising team”—a simple but powerful mechanism that reduces friction, speeds execution, and raises standards across content, design, and segmentation.Rita details how leadership benefits from unified messaging: presentation materials, program context, and donor narratives are synthesized by one group that also collaborates tightly with program staff. She emphasizes stewardship and brand guardianship: “we're not just protecting the brand of children in foster care, we have Dave Thomas in our name… We're protecting that brand as well,” including the Foundation's decades-long partnership with Wendy's. The conversation also takes on today's polarized climate. “We're putting resources into the effort of how do we bring polarized conversations back together?” Rita notes, reinforcing the Foundation's focus on solutions that broaden support without losing mission clarity.Talent development is intentional. Jill shares how their marketers attend the Lilly Family School of Philanthropy to learn fundraising dynamics, while fundraisers learn marketing language and channels—so both “come out of the same gate.” The approach scales: the department grew from a handful of staff to 25, roughly split between development and marketing, with half of marketing embedded on fundraising squads and half focused on awareness, brand, and sector thought leadership.The result is a disciplined, collaborative culture that moves faster, communicates smarter, and raises more—while advancing permanency for children in foster care.#TheNonprofitShow #Adoption #NonprofitLeadershipFind 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 Nonprofits: When Critics Shout—What to Say—A Field Manual for Communications

    Play Episode Listen Later Nov 5, 2025 31:55


    Nonprofits are being yanked into culture wars they never asked for. In this Nonprofit Power Week conversation, Jill Crumbacher, Senior VP of Marketing and Development at the Dave Thomas Foundation for Adoption, lays out how to keep your message steady when the public square gets noisy.  This episode is a field manual for keeping your purpose intact—and your voice effective—when the temperature rises!Jill's team spans both marketing and fundraising—by design. As she puts it, the Foundation treats the whole enterprise “as one big communication strategy,” where audience segmentation, message discipline, and timing live in the same room.Are foster care and adoption political? Jill's answer: yes—and no. The Foundation operates at the back end of the process, after courts determine a child cannot safely return home. That's where “finding forever families” becomes the mission—while the front end (why a child enters care) is where debates about poverty, racism, and systems flare. That nuance matters, and Jill's team crafts language for each audience: “adoption” for the public; “permanency” for child-welfare professionals who also consider guardianship and reunification.Jill's playbook mixes discipline with restraint. She says it plainly: “Just because a reporter calls you doesn't mean you have to reply.” Years before headlines heat up, her team works with crisis-comms experts to pre-write long and short answers for likely “arrows”—from Dobbs to immigration—paired with a decision tree about whether to engage at all. The goal is to protect mission focus when others try to conscript your voice for their fight.Inside the house, rigor rules. The comms calendar is “beautifully organized chaos,” mapping channels, suppressions, and variants for donors (new, returning, Wendy's-affiliated, etc.), followers, and child-welfare audiences. Message control isn't censorship; it's service to clarity. The team maintains a “say this, not that” lexicon and sends materials to outside reviewers to catch phrasing that could be misunderstood in other contexts.There are also non-negotiables. “We will celebrate all children and we'll advocate for all children in the system, regardless of how they identify,” Jill says. The Foundation's images and words stay consistent year-round—they don't “poke,” they persist. And when criticism pops up, they've seen the community often step in first, defending the work organically on social media.If you steward a mission in a volatile moment, borrow these moves: define your lane, choose words precisely, prepare answers in peacetime, monitor hot-button issues for possible linkages, and decide in advance what you will never trade away. #TheNonprofitShow #FosterCare #CrisisCommunicationsFind 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 Board Energy That Lasts: Committees that Work, Meetings that Fly

    Play Episode Listen Later Nov 4, 2025 31:36


    In this key conversation, Dave Thomas Foundation for Adoption President & CEO Rita L. Soronen maps out a modern playbook for governing with purpose while sustaining momentum after years of change. She begins with the Dave Thomas legacy—not as a branding exercise, but as a lived journey that shaped a national public charity with a singular focus: permanency for children in foster care. “If you can do one good thing in life,” Rita reflects, “the fact that he created two iconic brands—the Wendy's Company and the Dave Thomas Foundation for Adoption—is just remarkable.” That origin story still informs board design, revenue strategy, and leadership cadence today. The throughline for governing is respect for leaders' time and a culture where advice is welcomed, staff are empowered to execute, and collaboration fuels outcomes for children and families.Rita details a deliberately blended board: seats for Wendy's C-suite leaders (tone from the top), franchisees who steward restaurant-level campaigns, Thomas family members, and public members—researchers, policy experts, legal leaders, and child welfare practitioners—who bring depth to complex decisions. The result is governance that can guide a mission working at local, state, and federal levels without being mistaken for a corporate foundation. “We want donors to see a public charity doing serious work,” she notes, “and not assume we're fully funded by Frosty sales.”Her approach to engagement is disciplined and human. Board meetings are two in-person and two virtual per year, each paired (for the in-person sessions) with intentional social time to build trust. Meetings themselves are crisp—two and a half hours—because the real work happens in committees that meet quarterly, report out, and keep decisions moving. Between meetings, Rita runs a high-touch communication rhythm: January one-on-ones with every director, timely updates to the executive committee, and monthly check-ins to prevent surprises.On fundraising, she favors shared responsibility over quotas: franchisee-driven campaigns; a gala at Wendy's convention; personal giving from all members; and thoughtful introductions to new corporate and individual partners. Equally important is recognizing non-monetary value—when a board member's policy expertise or research acumen is as catalytic as a major gift.Finally, Rita describes their operational maturity: a formal platform (Nasdaq Boardvantage) for materials; a consent agenda; predictable deadlines; and smart seasonality—virtual meetings in December and June to avoid travel disruptions.#TheNonprofitShow #BoardGovernance #AdoptionFind 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

    Modern Partnerships: PSAs, “Low Bono,” and Data-Smart Media

    Play Episode Listen Later Nov 3, 2025 31:17


    The Dave Thomas Foundation for Adoption doesn't treat partnerships as a side project—they're the operating system. During this National Adoption Month and in this Nonprofit Power Week kickoff, Senior VP Jill Crumbacher shares how the Foundation builds relationships that move from a good idea to real results. Step one: align the people doing the work. “Our marketing and our development practice is under one department that I lead,” Jill explains. That single team design means awareness and revenue aren't competing—they're collaborating—so a PSA, a billboard, a direct-mail test, or an influencer post can ladder up to the same mission outcome.Jill dismantles the common myth that Wendy's alone funds the mission. Wendy's is a long-standing, values-matched partner, but the need—kids and teens waiting for family in the U.S. and Canada—calls for many hands. That's why DTFA manages a wide mix of partners each year: micro-influencers and media outlets, cause-aligned brands, and fundraising collaborators. To keep everything clear and friendly, they start with the right agreement for the moment—an approachable MOU for brand exchanges and content support; a fuller contract when dollars or large placements are involved. The paperwork isn't red tape—it's a map. Who does what, by when, with what approvals. Everyone can move faster because expectations are written down.Media is changing, and the Foundation adapts. Donated placements are still vital (think PSAs across billboards, airports, radio, and connected TV). But there's also a growing middle lane Jill calls “low bono”—discounted inventory that isn't free but is far below market. The team buys when the data says it's smart, especially in digital, and pairs that with donated reach for scale.Brand care is a shared responsibility. The Foundation reviews language and usage to protect its name and the Wendy's connection. If something flares online, they pick up the phone so partners aren't blindsided. That builds trust, and trust keeps doors open. Multi-year deals? They're great when they make sense, but Jill's team prefers to earn renewal through value rather than lock people in. The relationship stays fresh because both sides want to come back.Maybe the most refreshing part is Jill's take on celebrity. The organization has tested it; the results weren't lasting. The real wins come from people and brands who show up because they truly care. As Jill puts it, “You go further with the ones that are organic… when you're all in it about the mission.” Those partners bring energy, introduce new allies, and help the message travel farther.If you're rethinking how your organization shows up with partners—how you set expectations, share brand space, blend donated and paid reach, and keep everyone rowing in the same direction—this conversation is a ready-to-use roadmap for doing it well, and doing it together.#TheNonprofitShow #AdoptionMatters #NonprofitPartnershipsFind 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 Scariest Board Risks! Revealed by Countess Justine Townsend

    Play Episode Listen Later Oct 31, 2025 29:39


    On this special Halloween edition of #TheNonprofitShow, Host Julia C. Patrick welcomes “Countess” Justine Townsend of Your Part-Time Controller (YPTC), to turn board governance fears into practical know-how. Capes, cobwebs, and clever metaphors aside, the lesson is real: fiduciary duties aren't folklore; they're law. As Justine explains, “you have a legal and ethical obligation to act on behalf of the organization with their best interest in heart.” Miss that, and the consequences can rattle a boardroom harder than a thunderclap.First comes the duty of care. Think: show up, read the financials, ask questions, and make informed decisions. The monster here is the “ghost board member”—present in name only—who fails to notice a growing payroll tax balance. When the feds knock, there's no hiding in the attic. Justine's warning is blunt: “D&O insurance does not cover unpaid payroll taxes.” That's a real-world jump scare.Next is the duty of loyalty—less about blind allegiance and more about putting the organization's interests ahead of your own. Enter the “vampire board member,” pushing a property sale that benefits them more than the nonprofit. The cure: annual conflict-of-interest disclosures, board recusals, and transparency. Bonus: checking the policy box (and posting it on your website) earns trust points with watchdogs like Candid.Finally, the duty of obedience. No, not the toddler version. This means honoring laws, policies, donor restrictions, and—crucially—the mission. Beware the “zombie board member,” shambling after “money, money, money” while letting programs drift off-mission. That's how donor restrictions get broken and how repayment claims can rise from the grave. File the Form 990 on time, disclose program changes, and keep mission, vision, and values stitched tightly together.Throughout, Julia and Justine keep it witty and useful: schedule your COI renewals before year-end, disclose changes on the 990, and use fiscal sponsorship wisely during early program stages. The closing charm? A simple mnemonic: care (do the work), loyalty (put the org first), obedience (follow the rules). With that, your board won't just survive spooky season—it'll thrive all year.#NonprofitFinance #BoardGovernance #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

    The Science of Yes: 7 Decision Profiles That Lift Donor Response

    Play Episode Listen Later Oct 29, 2025 30:10


    Nonprofits send more messages than ever, yet many still miss the moment that matters: the decision. The CEO and Co-Founder Kylee Ingram of Wizer Technologies explains how seven decision profiles can transform fundraising emails, stewardship notes, and board communications from “nice” to effective.  If donor retention, board alignment, and major-gift outreach are priorities this year, this episode gives you the evidence-based path to communicate the way your audience actually decides.Built from research originally advanced by Juliette Bourke (author of Which Two Heads Are Better Than One?), Wizer's framework maps the way people actually choose—across seven profiles: Achiever, Analyzer, Collaborator, Visionary, Explorer, Guardian, and Deliverer.As Kylee puts it, “What we've created is a program called Wize Snaps… it will look at your comms and then live replicate and tell you what's right and wrong about it—then generate a new email based on that person's decision profile.” The fix isn't creepy personalization (“How's your dog?”). Its decision-relevant signals and templates tuned to how people weigh evidence, risk, outcomes, process, and options. Inside organizations, keeping cognitive diversity matters, too; when teams mirror top leadership styles, innovation drops, and decision errors rise!Kylee also speaks to what's in the playbook for 2026: AI can shorten drafting time, but message-market fit still wins. “AI helps people write better… It's not helping you write the right message necessarily,” Kylee says. Her counsel: slow down, identify the decision profile, and then scale. Use visuals and A/B testing with intent: for some profiles, a results graph will outperform a cute animal photo; for others, a clear process step-down or risk-mitigation note unlocks action. Start inside your nonprofit—board and staff—so your culture and donor experience align. Wizer offers free full decision profiles for teams and boards, plus Wize Snaps to assess copy and suggest rewrites.#TheNonprofitShow #NonprofitMarketing #FundraisingStrategyFind 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

    From Donor-Centered to Human-Centered: A New Era of Giving

    Play Episode Listen Later Oct 28, 2025 30:17


    When fundraising meets humanity, transformation follows—and few express that better than Tammy Zonker, founder of Fundraising Transformed and author of Calling All Heroes. In this powerful episode, host Julia C. Patrick engages Tammy in a deep conversation about reimagining philanthropy through what she calls a human-centered mindset—a new evolution beyond donor- or community-centric models.Tammy explains, “The human-centered mindset is fundamentally about recognizing that everyone involved in the philanthropic process brings unique value—lived experience, expertise, and contribution—all of which deserve to be respected and valued.” That respect, she notes, comes alive through five principles: listening, empathy, belonging, shared values, and authentic partnership. Each principle is deceptively simple but radically powerful in a world that's become more divided and transactional.After 17 years leading Fundraising Transformed, Tammy has seen the shift from transactional giving toward connection-based relationships that sustain missions, not just budgets. Yet, she reminds us that even well-intentioned donor-centered models can reinforce inequity when organizations let large gifts steer mission or silence truth. “We never had the courage to course-correct because we feared losing the funding,” she says candidly—a line that will resonate with fundraisers everywhere.Her solution? Blend the best of both approaches. Donor-centered fundraising taught gratitude and impact reporting; community-centered fundraising elevated justice and inclusion. A human-centered model marries both, removing ego, flattening hierarchy, and restoring empathy across every role—donor, volunteer, staff, and participant.Tammy ties this philosophy to the real data crisis in philanthropy: donor retention at just 43% overall and a mere 19% for first-time givers. With fewer households donating each year, she warns that philanthropy risks becoming an elite sport. Instead, she advocates re-elevating small monthly donors, volunteers, and advocates whose collective action drives real change.The episode ends on a liberating message for nonprofit professionals: progress over perfection. Perfection, Tammy insists, “is overrated.” Real leadership requires risk, humility, and innovation—and that means acting, failing, learning, and trying again.In a time when empathy often feels endangered, Calling All Heroes reminds us that every fundraiser, donor, and community member has a heroic role to play. Humanity, it seems, is the most sustainable fundraising strategy of all.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

    Expand Your Nonprofit's Board Beyond Your Friends and Zipcode!

    Play Episode Listen Later Oct 27, 2025 28:39


    What happens when you stop fishing for board members in the same small pond and start casting into the ocean? According to TD Smyers, CEO and co-founder of BoardBuild.org, you get a board that actually reflects the people you serve and a lot more horsepower where it counts. TD admits he learned the hard way. Traditional recruiting leans almost entirely on the social circles of executives and current directors, which means sameness on repeat. BoardBuild flips that habit by opening a national pool and enabling a mutual search that matches what nonprofits need with candidates who are eager and prepared to serve.TD frames diversity with refreshing specificity: race and ethnicity, age, gender, geography, and industry. The platform lets organizations search intentionally across those dimensions and beyond. Why it matters shows up in the results. A six-month study by Maya Consulting found that members sourced through the platform immediately energized strategic planning, governance, and fundraising. Board giving, often stuck around seventy percent participation nationally, moved upward as many of these new directors gave beyond their peers. That is not luck; that is design.The modern boardroom, TD notes, isn't limited by zip code. Remote participation widened the talent aperture without dulling performance. The real work, TD reminds us, happens between meetings—inside committees and follow-through—not during the quarterly roll call.Two BoardBuild differentiators drive outcomes. First, the pool: “We built BoardBuild so there are no barriers to that pool,” TD says. No geographic, language, or socioeconomic walls. Second, the magic of mutual search: candidates define the causes and roles they want, organizations define the skills and lived experience they need, and “when passion and specificity meet the need, the magic happens.”Funders are paying attention too. If you want smarter stewardship of grant dollars, strengthen the people making the decisions. Community foundations and statewide associations now use BoardBuild to help their grantees fortify boards with purpose and capacity. The net effect is a sector that collaborates more, competes smarter, and grows up a bit on boardroom practice. TD' thesis is simple and persuasive: treat board service like the part-time job it really is, recruit from a larger world, and watch your organization's strategy and resources stop wobbling.#TheNonprofitShow #BoardGovernance #NonprofitLeadershipFind 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

    Training That Ends Tech Anxiety: Roadmap to a Smooth Go-Live!

    Play Episode Listen Later Oct 23, 2025 31:03


    When nonprofits tackle a major platform shift, the tech is only half the story. JMT Consulting pros Brady Haslebacher (Director of Program Management) and Dagmar “Dagi” Stanton (Manager of Education Services) map out the human and operational moves that make change stick. This informative episode breaks down why big projects stall—no top-down buy-in, poor internal communication, and late user inclusion—and then shows how to reverse it with a clear cadence, a requirements doc everyone can point to, and training that respects different learning styles. You'll also hear how to build champions: start with pain points, practice real workflows, revisit what was decided four weeks ago, and connect dashboards to daily tasks so executives and staff share one view of success.Brady puts it plainly: “Without communication, missions fail.” From day one, he presses leaders to create a real pre-decision phase—document requirements, prioritize reporting needs, and establish ownership from the C-suite through front-line users. His data points are clear: a typical engagement runs ~90 days to go-live, ~60 days of hypercare, and one to two working sessions per week—about six months end-to-end.Dagi brings the trainer's lens, focusing on behavior and confidence. She works with teams who didn't even choose the new system, flipping reluctance into momentum by making sessions unexpectedly fun and practical. Her mantra cuts through inertia: “The right answer isn't ‘because we've always done it that way.'” She intentionally sets up safe mistakes so users learn how fast they can correct entries—lowering stress and building mastery. The result is less dread and more people who actually enjoy using the tools.In closing, you'll get details on JMT's Innovate 2026 (Washington, D.C., May 4–6): a pre-conference day for deep skill building, followed by multi-track sessions that span software, finance, management, and sector trends—plus the chance to meet your people in person.If you're planning a system change—or sitting in one right now—this conversation gives you timelines, team roles, and a playbook to move from anxiety to adoption without the hair-on-fire moments.#ChangeManagement #NonprofitTechFind 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

    From Invisible to Influential: How Nonprofit Leaders Build Presence

    Play Episode Listen Later Oct 22, 2025 30:30


    We sat down with Amos Balongo, keynote speaker and communications coach, to explore a subject rarely discussed in the nonprofit space — personal visibility. Amos challenges the traditional mindset that humility and impact must exist in separate spheres, proposing instead that visibility is both a professional asset and a form of leadership.Speaking from Honolulu, Amos sets the stage with a simple truth: “If you don't speak for your work, nobody else will.” His message resonates deeply within a sector that often prizes quiet service over self-advocacy. For Amos, visibility isn't vanity — it's strategy. He reframes communication as the ability to connect and insists that becoming visible is a learnable habit rather than an innate gift. “It's not hope; it's a strategy,” he says. “You have to be bold, brief, and strategic.”Show host Julia Patrick draws the connection to the real-world nonprofit landscape, where professionals work tirelessly to amplify their organizations while neglecting their own personal brands. The result, Amos explains, is that talent often remains unseen. Visibility, he emphasizes, begins with intentionality — knowing your stakeholders, communicating outcomes instead of effort, and building recognition across and beyond your nonprofit.Amos's philosophy merges clarity with courage. He invites nonprofit leaders to reject the old adage “let your work speak for itself” and instead cultivate everyday visibility — a daily practice of sharing progress, celebrating results, and speaking with confidence. He notes that humility isn't silence; it's authenticity. The key is to shift from describing how hard you've worked to explaining the difference your work has made.Networking, too, takes on new meaning. Rather than collecting business cards, Amos urges purposeful connection rooted in belief, preparation, and authenticity. “Networking is an inside job before it becomes an outside job,” he asserts, reminding listeners that confidence in oneself and one's mission radiates outward.Ultimately, this conversation transcends self-promotion. It's about alignment between who you are and how you are perceived — an integrity-driven approach to leadership. Visibility, Amos concludes, is not a one-time project but a lifelong habit, built daily through connection, clarity, and courage.#TheNonprofitShow #LeadershipVisibility #NonprofitBrandingFind 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 Nonprofit Circles That Matter: Staff—Board—Donor—Constituent

    Play Episode Listen Later Oct 21, 2025 29:30


    Craig Shelley, CEO of Schultz & Williams, joins Show host Julia Patrick, as they examine how philanthropy and nonprofit leadership are being reshaped under persistent uncertainty. Craig frames the moment succinctly: skepticism toward institutions is rising, which means nonprofits must state their values plainly and show exactly how funds power outcomes. The rubric he uses —“culture, brand, growth,” with culture first—becomes a practical lens leaders can apply immediately.A central thread is fear—of economic signals, of language missteps, of technology's speed. Craig notes that newer terms and jargon often widen the gap between sector insiders and the public. The remedy, he argues, is precision in communication and integrity in positioning. Julia observes a leadership pivot she's hearing across the sector: “I've shifted my focus from task management to almost cheerleader,” which reframes modern leadership as energizing teams, not merely allocating tasks.Remote work adds complexity: video meetings enable contact but thin relationships. Craig cautions that virtual convenience can erode the depth required for durable trust with colleagues and donors. He urges fundraisers—especially early-career professionals—to prioritize in-person relationship building. Otherwise, if their engagement stays purely digital, they compete directly with automated outreach. AI, in his telling, is already table stakes for efficiency—wealth screening, signal-based prospecting, and automated acknowledgments—but not a substitute for human rapport.The conversation widens to concentric circles of stakeholders: start with staff, then the board, donors, and constituents. Invest in people first—reduce friction, understand motivations, build clarity. Curiosity is the catalyst. Craig's own practice—asking about lives beyond job titles—models how depth is built. Julia adds a counterweight on “authentic leadership,” wryly noting that unfiltered authenticity can unsettle teams; leaders must project steadiness even while processing strain.What emerges is a modern leadership compact: clarity about values, consistent communication, judicious use of technology, and intentional relationship work—especially in person. The sector's generosity hasn't waned; the environment around it has shifted. Navigating that shift means centering people and partnerships, then aligning tools to support, not replace, human connection.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

    Joint Fundraising That Actually Works: For Collab Events and Small Teams

    Play Episode Listen Later Oct 17, 2025 30:32


    Joint fundraising: bold idea, complicated feelings. On this Fundraisers Friday, Julia C. Patrick and Tony Beall swap real-world stories and field notes on how small and midsize nonprofits can team up without tripping over turf, lists, or logistics. Julia sets the table with a grin—“They're super tricky, they're very interesting, and I think there's a lot of fear around it”—then Tony gets granular on where collaboration actually shines: events. Think shared strengths: one NPO's marketing mojo plus another's room-flow wizardry equals a stronger guest experience and better net for all.The throughline is alignment. Serve the same community—youth, seniors, cancer journeys, pets—so the purpose reads as one chorus, not competing solos.Contracts keep friendships friendly. Spell everything out in an MOU (Memorandum of Understanding) or partnership agreement: shared costs, who fronts deposits, marketing responsibilities, volunteer management, night-of logistics, and—vital—who's the fiscal agent. As Tony puts it, “It's just a reminder that we are running a business.” Marketing lists stay private; attendee lists can be shared with explicit consent at registration. Afterward, leverage an event page for social recaps while each org pushes post-event notes to its own supporters.Courage shows up at the recap table. Schedule a quick postmortem to capture wins, gaps, and “never again” insights while memories are fresh. Sometimes the bravest answer is one-and-done: celebrate the success and move on. Julia's take on reality checks lands with a smile and a nod to capacity: big hearts are fantastic, but bandwidth pays the bills!! #TheNonprofitShow #NonprofitFundraising #Collaboration 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

    Are Donors Wrong About Nonprofit's Overhead? The Myth Exposed!

    Play Episode Listen Later Oct 16, 2025 30:04


    The phrase “overhead myth” still haunts the nonprofit world like a stubborn ghost. Host Julia C. Patrick sits down with Adam Holzberg, Partner and CPA at SAX Advisory Group, to teach viewers why judging nonprofits by their administrative expenses misses the point—and how education, transparency, and storytelling can replace outdated thinking with real understanding.Adam defines the myth plainly: “It's the idea that a nonprofit is less effective when it has higher overhead.” That assumption, he stresses, is simply untrue. The salaries, training, technology, IT support, and finance work that make up overhead are the very systems that keep programs running effectively. Yet donors and watchdogs still cling to the notion that only direct program spending matters. “In reality,” Adam says, “those programs can't even function without this infrastructure behind the scenes.”He traces the myth's roots to the early days of charity watchdogs comparing organizations through the functional expense schedule on Form 990 filings. Those comparisons turned rough accounting estimates into moral judgments, and the damage stuck. Many nonprofits still feel pressure to brag about low overhead ratios—even when it hurts them.Adam teaches that context matters. A government-funded nonprofit may appear more efficient because it spends little on fundraising, while a community charity that relies on individual donations will show a larger overhead percentage. There's no universal benchmark—though watchdogs like Charity Navigator often cite 70 percent program spending as a target. But he cautions against treating that as a rule: every mission, funding model, and cost structure differs.When asked how to fix the problem, Adam emphasizes education. Nonprofits must explain why investing in staff well-being, technology, and cybersecurity protects impact. His analogy brings it home: “If you build an offense with Patrick Mahomes and top receivers but neglect your offensive line, your team won't move the ball. Nonprofits are the same—without infrastructure, even the best programs fail.”Julia and Adam agree that shifting focus from expense ratios to impact data is the next frontier. Impact storytelling shows outcomes numbers can't: lives changed, communities strengthened, futures rebuilt. Leaders, boards, and funders must learn to read those stories alongside the spreadsheets.The conversation closes with hope—and a reminder that every conversation helps rewrite the narrative. By teaching donors, boards, and staff that strong infrastructure equals stronger mission delivery, nonprofits can finally end the burden of the overhead myth.#TheNonprofitShow #NonprofitFinance #OverheadMyth 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

    Temp Work That Boosts Your Nonprofit Career: How to Get Hired Fast

    Play Episode Listen Later Oct 15, 2025 27:22


    Temporary work isn't a consolation prize—it's a lever. In this candid conversation, Staffing Boutique's Director of Recruitment, Dana Scurlock, reframes the temp path as a smart way to stay employed, sharpen skills, and earn while exploring fit. She traces her roots to a temp desk in 2006 and explains why the market's realities—shorter tenures, year-end crunches, and staffing bandwidth gaps—make interim roles unusually valuable for both candidates and nonprofits. “One of the great benefits of temporary work is it can fit within your schedule,” she notes, pointing to project-based needs that run two or three days a week and let candidates stack to a full 40 hours across multiple gigs.Dana urges job seekers to check the “temporary” box on job boards instead of waiting months for a direct hire. Put temp and consulting projects on your resume—silence creates gaps. The better story in interviews is momentum: “Instead of saying ‘I'm in between jobs,' you're a hot commodity who's actively working.” She stresses two traits that get temps invited back: self-sufficiency and crisp communication. Arrive with questions that unlock the day's tasks, request the specific information you need up front, and deliver without constant check-ins.Cultural humility matters, especially in mission-driven shops. Temps often see opportunities to improve databases, files, or event processes; offer those observations with tact and with clarity about scope. Ask whether leaders want suggestions now or prefer focus on the assigned project. It's role awareness, not silence.On tech, list the actual tools on your resume and be ready to describe what you did with them—Raiser's Edge queries, Excel data cleaning, Outlook mail merges, LexisNexis research, whatever applies. Keep learning through webinars, libraries, and sector trainings; AI for prospecting and fundraising is here, so stay current. For many assignments, managers need someone who can start immediately with minimal training—so signaling concrete tool fluency is a fast pass.Finally, Dana frames temp roles as on-the-job professional development. You'll earn, learn modern systems, and convert real usage into stronger interview stories. When events and year-end appeals stack up, that readiness is gold for organizations—and a career accelerator for you.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

    Stop Chasing Unicorn Donors! Start Growing Loyal Givers!

    Play Episode Listen Later Oct 14, 2025 31:13


    Fundraising folklore says the “one big donor” will save the day! Katie Gaston, Director of Product Marketing at Bloomerang, dismantles that ‘chase' and replaces it with steady, systems-based fundraising. Katie frames her role in product marketing as disciplined storytelling: know your audience, understand what they care about, and read the landscape by listening, surveying, and researching. That same mindset applies to development. Start by cleaning and maintaining data in your CRM so you can actually see who is volunteering, giving monthly, and staying loyal over time. Automation can help—address updates, enrichment, and built-in features you may not have enabled.Katie moves the conversation from wishful thinking to practical math: “Research shows you will actually raise quite a bit more if you just focus on the donors already in your database.” Loyal monthly givers, long-tenured annual donors, and volunteers represent reliable lift and lower risk than a single major-gift “unicorn.” She urges teams to use AI thoughtfully. Whether through platform-native tools or carefully configured external assistants, AI can scan patterns, surface bequest prospects, identify mid-level donors to upgrade, and recommend next actions.This timely episode then maps a clear donor journey. Thank first-time donors within 48 hours, then vary contact across channels—email, short mobile video, text, and a newsletter update—to nurture toward recurring and mid-level giving. Build an automated sequence now so December's influx becomes January's momentum, not a one-month spike. Even modest, realistic steps matter: one sequence, one board call plan, one January volunteer invitation for first-time donors.Boards and leadership often share the myth. Bring them along with evidence. Use AI or CRM reports to present streak length, recency, and consistency. Real stories persuade too: a decades-long modest donor who later made a significant bequest once the relationship was cultivated. Katie offers a simple activation: “A board thank you call will actually increase the next gift size by up to 40%.” Pair that with the “48 hour” rule and you have a repeatable, high-leverage play.Finally, Katie's suggests we reframe year-end. December isn't a finish line; it's the on-ramp for the new year. Lean into the cultural reset of January—invite, ask why they gave, listen, and keep the story going. The takeaway: stop chasing the mythical donor and build a system that compounds loyalty you already have.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

    Where the Best Fundraising Talent Actually Looks For Jobs

    Play Episode Listen Later Oct 10, 2025 30:02


    Julia C. Patrick and Tony Beall get practical about recruiting fundraising talent when Q4 urgency is peaking. They open with empathy for development teams sprinting toward holiday giving, then move straight into the realities leaders must manage: retention, clarity, and smarter channels for sourcing candidates. Tony reminds us of the data behind turnover—average tenure around 19 months—and turns that into a charge for boards and executives to assess culture and expectations, not just replace people. “I'm an advocate of putting salary ranges in job postings,” he says, framing transparency as both respectful and time-saving for everyone.The core lesson: start with a carefully crafted role. Compensation, deliverables, and core competencies belong upfront so you can source with precision. Julia pushes the conversation further: what if someone has been in the role for ten years? Tony offers a balanced lens—deep relationships can be a huge asset provided the organization's future vision and the person's strengths still connect.From there, they map pathways to strong candidates: specialized job boards (AFP global and chapter sites, Chronicle of Philanthropy, local consulting firms' boards), professional networks, and the university pipeline. Today's philanthropic studies programs and micro-credentials (including LinkedIn Learning) expand opportunities for both organizations and professionals; mid-career learners with real-world experience can be exceptional hires. Julia points to the Lodestar Center at ASU as an example of a robust regional hub producing talent across ages and backgrounds.They also cover the human side: discretion on LinkedIn (quietly indicating recruiter-friendly status), partnering with search firms, and managing communications in small communities where reputations travel fast. Tony's encouragement is simple and memorable: “You have to be in it to win it.” That means showing up, telling trusted peers you're exploring options, and being thoughtful about where and how you share.The episode closes with practical optimism. Recruiting well isn't about luck—it's about clarity, channels, and consistent relationship-building. Name the role. State the range. Know the competencies. Post where fundraisers actually look. Tap universities and certificates. And keep your personal brand healthy—because your next opportunity often starts with the conversations you have today! #TheNonprofitShow #FundraisersFriday #NonprofitCareersFind 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

    From Zero to 10,000 Scholars: Inside a Nonprofit's Rapid Expansion

    Play Episode Listen Later Oct 9, 2025 30:06


    Dwyer Workforce Development is rewriting what “possible” looks like for a young, fast-scaling nonprofit. In this compelling conversation, CEO Barb Clapp traces a journey that began with a blank slate in September 2022 and now stands at 10,000 Dwyer Scholars across seven states—with a confident path to 100,000 by 2030. The spark came from founder Jack Dwyer's twin commitments: expand opportunity for people shut out of stable careers and respond to the nationwide healthcare staffing crisis. Barb's charge was bold—design a national model that moves quickly, performs consistently, and proves its value to partners, employers, and learners.Her answer blends entrepreneurial rigor with social mission. Dwyer built a social enterprise engine—a $590 million conversion of a skilled nursing portfolio to nonprofit ownership—whose proceeds help fund training pathways. At ground level, the organization relies on clearly defined referral, training, and employer partnerships, each governed by MOUs and measurable expectations. That clarity enables adaptation to rural, suburban, and urban markets while maintaining one brand, one message, and one standard for outcomes. As Barb puts it, “My little motto is that press brings opportunity and having a consistent brand and understanding consistent messaging will improve outcomes.”Communications discipline is not a tactic; it is strategy. Internal messaging aligns every team member on values, goals, and voice. External messaging earns trust, investment, and momentum. Boards and leaders who resist marketing spend, Barb notes, miss the compounding returns of consistent communication. The results are striking: rapid state expansion, strong completion and placement outcomes for scholars, and a repeatable market entry framework. States now approach Dwyer—Kansas and New York among them—because the model is explicit, execution-ready, and partnered from day one.Barb's leadership philosophy centers on kindness through candor. “Clarity is kindness… I'm like a street shooter, so no one really doesn't understand what my expectations are.” That stance dignifies partners and scholars alike, and it fuels the organization's capacity to scale technology, staff, and regional structures without losing its heart. The pandemic exposed both the fragility and heroism of healthcare work; Dwyer's model honors that reality by opening doors to CNAs and other caregiving roles for individuals overcoming homelessness, domestic violence, and generational limits.The takeaway is simple and ambitious: when mission meets enterprise discipline and brand coherence, systems begin to shift. Dwyer Workforce Development is proving that national growth and local responsiveness can move together—one clear message, one rigorous playbook, and thousands of new careers at a time.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

    Persuasion Skills Nonprofit Teams Can Use Today

    Play Episode Listen Later Oct 8, 2025 30:19


    Nonprofits don't just need more messages—they need messages that move people. In this fast-paced episode we welcome persuasion instructor and longtime marketer Dean Batson to show how science-based communication turns attention into action. Batson traces his path from launching a digital agency to teaching persuasion at Arizona State University, where he studies the shortcuts our brains use to decide fast. “We make mental shortcuts all day long,” Dean explains. “If you know which way someone may lean because of a heuristic, you can frame your message to nudge that choice.”He breaks down social proof (those 5,000 five-star reviews that quietly sway your click), the danger of choice overload (the famous jam study where 24 flavors crushed sales), and the “availability heuristic”—why the word “shark” grabs attention while “falling coconuts” doesn't. Dean's advice: be the message people recall first. “Be the shark messaging, not the coconut messaging.”For fundraisers, this means streamlining every pathway from interest to gift. Keep donors in System One (fast, intuitive) rather than forcing System Two (slow, effortful) that stalls giving. Less friction. Fewer steps. Clear next action. Dean contrasts persuasion and manipulation with a simple rule: persuasion is transparent and win-win; manipulation is opaque and win-lose—and it burns trust.He also flips how teams read results. Many obsess over the 7% who opened an email while ignoring the 93% who didn't—classic survivorship bias. The fix: study the non-responders and reframe your outreach so more people move. Dean offers practical tactics you can use today, like priming stakeholders with a short Slack note before a meeting to set the idea as the front-runner. And don't wait: start shaping next week's “yes” with simple, steady cues today.Finally, Dean urges leaders to equip the entire organization—not just gift officers—with persuasion skills. When every staffer can frame ideas clearly, your mission becomes the message people remember, share, and support.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

    Clarity Is Kindness: Nonprofit Culture That Pays Off

    Play Episode Listen Later Oct 7, 2025 31:10


    ROI and culture rarely share the same sentence in nonprofit circles—yet that's exactly the connection guest Carrie Wright (Wright Consulting) makes with co-hosts Wendy F. Adams and Julia C. Patrick. Carrie argues that retention, performance, and donor experience begin inside the walls: “You will never serve your clients beyond the level of which you serve one another.” If teams are burned out, poorly onboarded, or siloed, no amount of recruiting spend fixes the churn. As she puts it, leaders must “close the back door” with rigorous assessment, honest listening, and visible action.Carrie's playbook is practical. Start with anonymous pulse checks—quarterly if possible—to hear reality, not assumptions. Then act: cross-functional small groups, bridge-building across departments, and norms that reward collaboration instead of comparison. Culture work isn't a memo; it's a habit system. Think heat rising to a boil: one degree at a time until 212.What about power dynamics? Carrie is clear that modeling starts at the top. Wall values must match hallway behavior. If leadership resists inside-out work but pushes customer-facing service, there's a mismatch. That's where courage comes in—for executives and for team members who “lead from where they sit.” Emerging leaders can shape tomorrow's norms today through reverse mentoring, curiosity, and steady ownership.Timelines matter. Culture change isn't instant. Carrie has seen meaningful movement in six to nine months when leaders commit, communicate, and keep at it—while accepting pruning along the way. People will self-select out; that's part of creating healthy soil. The gardener's mindset applies: tend, water, weed, and measure growth.Above all, the path forward is transparent: “Clarity is kindness.” Name the direction, keep conversations open, and invite people into the process—including the moments that are tough. Put culture on the same planning calendar as fundraising and events. If you're asking donors to invest, demonstrate that you're investing in your people with equal focus. The outcome? A mission that gains momentum because the team carrying it is strong, trusted, and aligned.#TheNonprofitShow #NonprofitLeadership #WorkplaceCultureFind 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

    Following a Founder: How Nonprofits Survive and Succeed in Transition

    Play Episode Listen Later Oct 6, 2025 30:11


    When a nonprofit founder steps away, the organization often faces one of the most emotional and uncertain chapters in its history. In this episode, Joan Brown, Chief Operating Officer at Interim Executives Academy, and Catherine Bradshaw, Senior Search Specialist at EOS Transition Partners, discuss the delicate art of following a founder and building stability during leadership succession.Catherine begins, “When a founder leaves, the organization loses not only a leader but often its very identity. The board and staff must learn that the mission can thrive beyond the individual.” Her experience reveals that many boards have never navigated a leadership change — especially one that involves the founder who is the face of the organization.Joan adds, “Interim leaders give organizations breathing space. When there's no heir apparent, an interim provides structure, clarity, and a safe period to determine what the future needs to look like.” She reminds us that interim executives aren't caretakers—they're catalysts for readiness, shaping communication and confidence at every level of the organization.Together, they address the emotional realities that come when a founder steps aside: staff anxiety, donor unease, and the founder's own sense of identity loss. Catherine recommends coaching and structured off-boarding as essential supports: “Departing leaders need grace and guidance too. It's about leaving the organization strong and knowing when to step fully away.”Joan highlights the power of communication: “No one functions well with prolonged uncertainty. Clear communication with staff, donors, and community partners makes all the difference in a smooth transition.” Both guests advocate early succession planning and the importance of professional interim leadership to prevent crisis-driven change.From retaining donor trust to defining new leadership roles, this sparkling conversation reveals why founder transitions, when managed thoughtfully, can be a time of renewal rather than instability. It's a masterclass for nonprofit boards, executives, and founders who want to lead with foresight rather than 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

    Call to Action, Donor First: “Because of You” Messaging That Moves People

    Play Episode Listen Later Oct 3, 2025 30:34


    If you want donors to move, tell them exactly where to go. In this Fundraisers Friday conversation, Julia C. Patrick and Tony Beall turn vague appeals into precise, energizing calls to action (CTA's)—across giving, events, engagement, volunteering, and advocacy. Tony lays the foundation early: “Start with the call to action. What do I want folks to do?” When you begin with the outcome, every sentence supports momentum, not meandering.Julia puts a common myth on the table: “It's not just like go out and ask a bunch of rich people for money.” Fundraising isn't speed-dial; it's relationship-building, timing, and clarity. Tony reinforces the point: “Fundraising is all about relationships,” and your CTA is the moment you convert relationship energy into tangible next steps—give, register, share, join, or contact.Time-bound CTAs matter. Use real clocks, not artificial pressure. Matching gifts? Set the deadline: “Donate by October 15 so your gift will be doubled.” Community emergencies? Be specific: protect 20 roofs, feed families during power loss, or restore safe access to services this week. Impact framing turns abstract dollars into visible outcomes: $50 feeds one student for a month—$100 feeds two. That clarity invites bigger gifts because supporters can instantly see scale.Equally important: truth and fit. If the amount and impact don't match, supporters feel it. Build your figures from real program data, and keep the language human. Julia adds a practical lens for events: swap “RSVP” for action-forward phrases like “Save my seat.” Tap joyful FOMO without panic. Want engagement? Ask for it. “Click subscribe,” “Invite 10 friends,” “Share with a neighbor adopting a pet.” Want volunteers or in-kind items? Say exactly how to respond and how you'll make it easy.Advocacy belongs in your CTA toolkit too. This isn't about politics—it's about mission. Invite your community to “Stand with families—email your legislator today to support…” Frame the request around the people you serve and the outcome your programs create.Finally, close the loop with gratitude-based storytelling. Julia's favorite “Because of you” CTA wraps action and appreciation into one cadence: Because of you, 50 students received laptops; because of you, seniors got meals during outages. That framing reminds supporters they are the hero—today and tomorrow.Start with the action you need, frame it with authentic impact, and invite your community to step forward—now.  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 Healthy Nonprofits Do Differently: Strategy, Rhythm, Results

    Play Episode Listen Later Oct 2, 2025 30:50


    Matt Glazer arrives with runner's grit and a teacher's patience, asking nonprofit leaders to reconsider what “success” really means when the pace gets punishing and the stakes feel permanent. Blue Sky Partners, he explains, is built on human-centered design—strategy that starts with people, not paperwork—because “things happen with people, not to them.” That simple reframing lands like fresh air in a room that's been working on fumes.Matt traces the practical path from North Star to next step. Vision and mission still matter; values still guide. But unless the destination is explicit, inertia becomes the manager. He's seen organizations celebrate the wrong finish line—an amount raised rather than a result achieved—because the compass got swapped for a calculator. As he puts it plainly, too many teams make “the destination the money, not the mission,” and then feel failure in victory. His remedy: clarity that sequences choices—staffing, board composition, fundraising tactics—toward outcomes that last longer than a news cycle or a fiscal quarter.The episode turns intimate as he describes leading through funding freezes and furloughs, where procurement bottlenecks stall workforce programs and rapid-rehousing efforts. Chaos, he says, is part of the system; the question is how leaders respond. That response writes the culture: junior staff learn what urgency means, what boundaries are allowed, and whether development is an investment or an afterthought.Matt's answer is rhythm. He prefers “work-life rhythm” to balance, because real life surges and ebbs. Micro-rituals—a brain break after deep work, a morning run, hand-ground coffee, ten minutes of reading—become the scaffolding of steadiness. Leaders who model the pause (even leaving early after a 3 a.m. crisis) give permission for healthier habits and better listening. From there, skills compound: interns become staffers, staffers rise to managers, managers to directors, directors to chiefs.He doesn't preach from a distance. Matt shares his own burnout and mental-health journey, the season when achievement eclipsed wellbeing. That candor reframes self-care as operational sense, not personal luxury. The nonprofit sector is vast—and fragile—precisely because it relies on people whose calling meets constraints. Protect the people, he argues, and you protect the mission.This episode is an invitation to re-set: name the North Star, measure what matters, and let rhythm replace adrenaline. Strategy becomes humane. Operations become sustainable. And the work—housed within leaders who can breathe—can keep going for a long time. #TheNonprofitShow #NonprofitLeadership #HumanCenteredDesignFind 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 Nonprofits Protect Their Mission's Cyber Presence: Building a Security Culture

    Play Episode Listen Later Oct 1, 2025 29:35


    Cybersecurity isn't just firewalls and tech jargon—it's people, habits, and everyday choices. Kicking off National Cybersecurity Awareness Month, we bring together two voices who live this every day: Michael Nouguier, Partner, Cybersecurity Services at Richey May, and Tony Rehmer, Senior VP of IT at Children's Miracle Network Hospitals (CMN Hospitals). Their message is clear: strong security starts with culture.Tony sets the tone early: “We take a major part, but it is everyone.” In other words, security isn't a back-office task—it's a shared responsibility. With hospitals, HIPAA, and multi-state operations in the mix, CMN Hospitals treats staff as the front line. That means training that actually sticks: shorter, “microlearning” nudges delivered through internal channels, real examples, and peer-to-peer conversations. As Tony puts it, “We never, ever shame a person.” Instead, they use supportive coaching after incidents to encourage fast reporting and continuous learning.Michael maps the big picture. Attacks have matured, and wishful thinking won't cut it. “Hope has then become a liability when it's your only defense.” The antidote? Make security part of the mission—top-down and day-to-day. That looks like updating mission statements (“do the work securely”), enabling multifactor for everyone (leaders included), and building a culture where staff quickly raise their hand when something feels off. He provides memorable visual: “Everybody needs a pitchfork… so they can do what they need to do to protect your organization.”The conversation gets real with a story from CMN Hospitals at the start of COVID-19. Threat actors bought credentials on the dark web, slipped into a mailbox, swapped a message body for malware, and re-sent it. Because staff had been invited into the security effort, the team was alerted within five minutes. That fast reporting changed the outcome. Culture wasn't a slogan; it was the safety net.Both guests agree: this is ongoing work. Threats keep shifting—from credit cards to ransomware and data theft—so messaging, training, and audience targeting must evolve too. Practically, that means appointing security champions, aligning IT with communications pros who can translate across departments, and weaving security into leadership conversations and board funding decisions.Takeaways you can use: treat people as partners, keep learning in snackable moments, celebrate fast reporting, and put “securely” in your strategy—not just in your tech stack.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 Fresh Playbook for Your Nonprofit Board: Noses In—Fingers Off

    Play Episode Listen Later Sep 30, 2025 30:58


    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

    Build a High-Performance Nonprofit Finance Team: Your Source of Truth

    Play Episode Listen Later Sep 29, 2025 30:16


    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

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