The Nonprofit Show

We chat with Jeff Young, Senior Vice President at First Bank, about why your nonprofit absolutely needs a good banker—and it's probably not for the reasons you think. Jeff breaks down exactly why banks see nonprofits as desirable clients and how having a strong relationship with your banker can open doors to some unexpected benefits.Jeff shared that banks don't just see nonprofits as checking and savings accounts; they genuinely want to support organizations doing good in their communities. Surprisingly, there's even federal encouragement under the Community Reinvestment Act (CRA), where banks get ratings for their community engagement—so working with nonprofits actually helps banks, too. "Good banks want to do good for their communities," Jeff explains, "and what better way to do that than support the organizations that actually have boots on the ground?"But how do you make sure you're getting the most out of your banking relationship? Jeff emphasized asking the right questions—especially whether your bank has experience specifically working with nonprofits and if they offer special products like discounted fees and preferred rates. Also crucial is finding someone at the bank who genuinely believes in your mission. Jeff mentioned that bankers who truly connect with your organization's purpose will become internal advocates, helping secure better deals and even promoting your cause within their network.Should your banker join your nonprofit's board? It's possible, Jeff says, but proceed carefully. He highlights the importance of maintaining clear boundaries to avoid conflicts of interest, especially when it involves lending and financial incentives. A better practice might be for the banker to provide advice while another team member handles specific transactions.Jeff also clarified the roles of various financial professionals on nonprofit boards, explaining that accountants look at historical financials and compliance, investment professionals focus on asset management, and bankers are forward-looking, helping nonprofits strategically plan growth and manage risk. Having these diverse perspectives ensures stronger decision-making.Lastly, Jeff gives practical advice for organizations looking to deepen their banking relationships. Start with your local branch manager, ask about nonprofit-specific services, and leverage LinkedIn to find bankers already active in your community. He also encourages tapping your current board's network, as existing members often have strong banking relationships that can benefit your organization.The conversation wraps up with an engaging look at best practices for nonprofit financial management, highlighting that proactive, relationship-based banking is always better than reactive scrambling when problems arise. By building solid relationships with bankers early, nonprofits can secure more than just financial support—they gain committed partners who are truly invested in their 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

When a nonprofit reaches a pivotal moment of transition, the question arises: who will guide it through the unknown? Jeffrey Wilcox, President of Interim Executives Academy, and Anne Wilson, Peer Advisor and Faculty Member, share the wisdom earned from years of navigating the space between permanent leadership.Jeffrey opens with a profound reminder: "The mission is the navigation piece. Our partnership delivers on that mission." His emphasis on 1) clarity, 2) culture, and 3)character forms the backbone of what makes the interim-board relationship not just functional—but transformative.Anne brings lived experience as both an interim and a mentor. "There's a liberation in being an interim,” she says. “It's not forever—and that gives you the freedom to recalibrate an organization with truth and transparency.” Her belief in candid communication, mutual accountability, and role integrity sets the stage for a purposeful engagement.The conversation turns toward common missteps—particularly the temptation for boards to see interims as tryouts. Both guests agree: this misses the opportunity to evolve, a word they purposefully use instead of “change.” Jeffrey explains, “Organizations that feel like they need to change create a different culture than those excited to evolve.”They also dive into the relationship between the interim executive and the board chair, revealing that this duo can either ignite or impair progress. Jeffrey argues that "a board chair must steward content, culture, and character" and if that role is undefined or misaligned, the interim shouldn't accept the post. Anne reinforces the necessity for weekly check-ins, early engagement, and shared urgency.Both guests stress the unique modeling opportunity an interim provides—not just in delivering outcomes, but in demonstrating behaviors: listening deeply, planning incrementally, and celebrating progress. “We want data. We want truth. We want to speak with authenticity,” Jeffrey says, urging boards to shed fear and welcome honesty.Whether you're a seasoned board member, an interim executive, or a curious observer of nonprofit leadership, this elevating conversation offers a roadmap to rebuild, recalibrate, and evolve. It doesn't just make the case for interim leadership—it makes the process feel both practical and full of possibility.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

We take a no-fluff approach to unpacking the real, often unspoken stressors that nonprofit fundraisers face. Cohosts Julia C. Patrick and Tony Beall dissect why development teams are overwhelmed—and what can be done about it.This episode isn't just a venting session—it's a strategic reality check. It challenges nonprofit leaders to re-evaluate their expectations, timelines, and tech support, and to build internal systems that actually empower fundraisers.Tony kicks things off with clarity: “Goal setting has to be done around data, history, and trends. It's about future forecasting that's actually grounded in reality.” He and Julia tackle a shared frustration: goals imposed from the top down with no involvement from development professionals. The conversation drills into how unrealistic fundraising targets, particularly when arbitrarily increased by boards or leadership, can lead to burnout, disengagement, and even job insecurity.Julia adds, “We can't just say, ‘Here's the goal. OK, bye.' We have to understand how to get there and why it matters.” From her candid recount of a story about a decades-long trust manager being asked to speak at clients' funerals, Julia drives home that real donor relationships take time—and too often, organizations don't allow that time.Another sharp critique centers on short fundraising timelines. Tony explains that when leadership procrastinates or underestimates the runway required, it places unfair and urgent pressure on development teams. He urges organizations to share that burden across leadership—not just pile it onto fundraisers' shoulders.They also break down the communication chasm between marketing and development. As Tony states, “Marketing tells the story, but development and programs create it.” You'll see how he argues that both departments should fall under the same leadership umbrella to ensure cohesive strategy and a united donor experience.A particularly powerful segment looks into the anxiety of job security when unrealistic goals are not met—something many fundraisers silently battle. Tony shares a story from South Florida where a seasoned fundraiser is facing impossible expectations with no organizational adjustment or empathy. Despite loving the mission, the fear of being let go is real.The fast-paced dialog concludes with a powerful call to action: invest in the tools that support development. Whether it's CRM systems, AI platforms, or community foundation grants, fundraisers need the infrastructure to succeed. Tony suggests “Don't feel guilty about investing in tools. These are vital for serving your community better.”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

When finance and mission meet, it's often a delicate dance—but Terri Sorrentino, Director of Finance and Administration at Friends of Karen, shows that collaboration can be both powerful and transformative. In this candid and compassionate episode, Terri walks us through how her organization supports families of children facing life-threatening illnesses and how operational departments—often hidden from public view—become the engine behind meaningful impact.FriendsOfKaren.org serves over 1,200 children annually, most battling cancer. What sets them apart? A comprehensive approach that uplifts the entire family—from social workers who visit homes and hospitals to child life specialists focused on siblings, all delivered with empathy and financial relief. Yet behind this emotional mission is a finely tuned financial machine—and a finance leader who sees herself not as a gatekeeper, but a guide.Terri shares the often unseen tension between program needs and accounting rules, especially in emotionally charged scenarios. "Everyone has their role and every role is important...we're all trying to get to the same place, which is to help the families," she shares. Her approach centers on open communication, mutual respect, and ongoing staff education on budgeting and reporting.Terri also dives into the evolving demands of grant reporting, emphasizing that funders now want more than expense breakdowns. They seek data-driven impact narratives that quantify emotional and advocacy-based work—especially the cost of social workers, a vital but often overlooked pillar of the mission.This informative dialog explores how organizations can better prepare for audits without compromising compassion, and how relationships between finance, fundraising, and programming must be built on shared goals, not silos. Through storytelling and systems thinking, Terri exemplifies how to lead with heart and structure—ensuring that every dollar, spreadsheet, and report ultimately serves the mission.00:00:00 Welcome and guest introductions 00:02:29 Mission of Friends of Karen 00:03:35 Sibling support and family-centered care 00:05:11 How COVID strengthened operations 00:06:47 Finance's role in a mission-driven nonprofit 00:07:40 Three pillars: fundraising, finance, programming 00:10:09 Managing stress across departments 00:12:27 Building comfort with budgeting and numbers 00:15:04 Balancing compassion with compliance 00:16:30 The growing demands of grant reporting 00:21:12 Fast vs. meaningful reporting 00:24:26 Defining true mission costs for donors #NonprofitLeadership  #MissionDrivenImpactFind 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

Drew Moran, Chief Development Officer at Nourishing Hope, joins our cohosts,Julia Patrick and Sherry Quam Taylor, for a conversation that blends visionary thinking with practical strategies. From the moment the discussion begins, you'll see that this is more than a typical food pantry story. Drew's journey—from volunteer manager to a leader at a $20 million organization—illustrates how a commitment to innovation and compassion can drive exponential growth. You will be energized by the candid dialogue on marrying development and technology to better serve communities in need.At the heart of the conversation is the imperative for nonprofits to invest in smart technology. Drew provides data, making a clear point: digital tools are not a luxury but a necessity for modern service delivery. By integrating a CRM, electronic medical records, and online ordering, Nourishing Hope streamlines operations, attracts forward‑thinking funders, and reduces barriers, all while honoring the dignity of the clients it serves.Nourishing Hope, formerly Lakeview Pantry, has transformed over its 55‑year history, leveraging technology to expand its reach beyond Chicago's north side. Under Drew's leadership, the pantry launched the city's first online market in 2019 and recently celebrated its 100,000th service. Combined with free mental healthcare and social services for over 55,000 individuals, the organization delivers more than 200,000 distinct services each year. This wrap‑around approach ensures every person who walks through its doors receives not just a meal, but respect and the tools needed to thrive.Sherry and Julia spotlight the importance of a values‑aligned team and trust‑based philanthropy in driving impact. Drew emphasizes that fostering a culture of flexibility and abundance enables volunteers, staff, and donors to become co‑creators of change. From recruiting 7,000 annual volunteers to partnering with visionary foundations, the organization's success hinges on building authentic relationships. This fast paced episode offers an actionable blueprint for nonprofit leaders seeking to adopt an entrepreneurial mindset—one that invites risk, prioritizes client experience, and leverages strategic partnerships to achieve sustainable growth.Whether your mission is feeding families, providing mental health support, or reimagining service delivery in your community, this episode delivers the inspiration and insights needed to turn bold ideas into reality.00:00:00 Welcome and introduction  00:02:17 What is Nourishing Hope? Growth & mission  00:04:09 Bringing dignity through wrap‑around services  00:07:04 Why tech investments are essential  00:10:59 Meeting clients digitally & preserving privacy  00:14:15 Imagination as a fundraising advantage  00:17:09 Cultivating a flexible, values‑driven team  00:21:38 Tracking impact: metrics & storytelling  00:26:28 Shifting narratives in trust‑based philanthropy   #TechForGood #DignityInService #NonprofitInnovationFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

We are joined by Srikar Chinam, CEO of KarmaSuite, for a conversation that flips conventional grant thinking on its head. While most nonprofit leaders pour their energy into winning grants, Srikar urges the sector to focus just as hard—if not more so—on what comes after the win: post-award grant management.Srikar explains that managing grants isn't just about compliance; it's about aligning multiple stakeholders, vocabulary sets, and reporting requirements—all while staying within highly specific timelines and budgetary restrictions. “It's absolutely a spreadsheet nightmare out there,” he says, describing the all-too-familiar scenario of finance teams scrambling to reconcile expenses manually in donor-specific formats. For organizations juggling five to seven grants or more, the administrative load becomes unsustainable!The conversation digs into why nonprofits often find themselves underprepared for this reality. “If you leave money on the table, that means the donor has missed their impact goals because of you,” warns Srikar, pointing to how such gaps can erode credibility and diminish future funding opportunities.From federal grant freezes to the internal silos between development, finance, and programming, the conversation paints a vivid picture of a sector straining under outdated processes. Srikar shares that Karma Suite is designed not to replace accounting systems, but to sit atop them—removing 75% of the manual work currently managed through spreadsheets and late-night email chains.One of the most impactful observations in the episode? The disconnect in language between departments and between nonprofits and funders. “Programs control the spending, but they're not finance experts—and finance teams don't always have the program context,” says Srikar, emphasizing the importance of connective tools that unify these voices.From fiscal uncertainty to renewed donor expectations, the stakes have never been higher. But KarmaSuite's tech-forward solution feels approachable, logical, and needed. With user-friendly integration and swift onboarding, it's a promising answer to a huge overlooked problem.00:00:00 Welcome and guest introduction 00:01:49 What is Karma Suite? 00:03:03 Why grant management is more than getting the check 00:04:30 Restrictions, expiration dates, and manual allocation 00:06:38 Spreadsheet overload: why current tools fall short 00:11:02 Disconnect between finance, programming, and fundraising 00:13:51 Grant mismanagement: how common is it? 00:16:21 Understanding funder expectations and impact goals 00:19:01 Software, process, and people: what's missing 00:22:23 Federal funding freezes and reimbursement delays 00:24:56 Accuracy in reporting matters more than ever#GrantManagement #NonprofitFinance #ImpactStrategy 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

Our cohosts deliver a practical conversation on cultivating relationships with high net worth (HNW) donors. They explore how nonprofit organizations of all sizes can define what “high net worth” means in their context, identify aligned individuals, and thoughtfully steward them toward transformational giving.Tony Beall opens with a foundational point: “We need to define what high net worth means for our own organization—because it looks different depending on your size, mission, and goals.” This nuance sets the stage for a broader conversation that deconstructs common assumptions about wealth and reminds nonprofit professionals that big gifts are rooted in deep, intentional relationships—not cold outreach.Rather than chase only new wealth, Tony urges nonprofits to begin by mining existing donor data. “Let's start with who already cares about our mission. We can often elevate those relationships before even casting a wider net,” he shares. The advice is practical and encouraging, especially for smaller teams with limited capacity.Julia Patrick and Tony also touch on the human side of fundraising—empathy, trust, and consistency. Julia shares a personal story about securing her first $1 million donation, which came not over a fancy lunch, but at a modest cafeteria. “He told me he had grown up without enough to eat, and seeing all that food reminded him of how far he'd come. For him, that was luxury,” she recounts. It's a moving reminder that motivations are deeply personal—and often surprising.From prospecting strategies like leveraging SEC filings, Google Alerts, and local business journals to understanding the long timelines involved in major gift cultivation, the episode offers a balanced blend of emotional intelligence and tactical guidance.As Tony puts it, “Patience and consistency are what build trust—not just with donors, but with the broader community.” And that trust, over time, is what unlocks major gifts.00:00:00 Welcome to Fundraisers Friday00:00:20 Julia praises Tony's impact on the sector00:02:00 What does “high net worth” really mean?00:03:50 Why your organization needs its own HNW definition00:07:05 Start with your current donors00:10:15 Tools for identifying HNW prospects00:13:20 Using local journals and social registers00:18:10 Understanding donor motivations00:22:00 A powerful story about humility and generosity00:23:30 The two-year major gift timeline00:26:00 How trust drives long-term giving00:29:00 Closing thoughts and sponsor thank you#MajorGiftStrategy #DonorEngagement #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

What does it take to reimagine child welfare on a global scale? Caroline Boudreaux, Founder of the Miracle Foundation, shares her extraordinary evolution from corporate life to global changemaker. Her journey began on a spontaneous trip to India where, on Mother's Day in 2000, she met a group of orphaned children—and one moment changed her forever.“I put a hungry orphan on a wooden bed and heard her bones hit the wood. I've never been the same,” Boudreaux recalls.Originally launching Miracle Foundation as an international adoption agency, Caroline soon realized that adoption couldn't scale fast enough to match the need. She pivoted. Then, another revelation: 80% of institutionalized children actually had living family. “We couldn't just make orphanages better anymore—we had to help children go home,” she shares. That shift required a new model, a bold strategy, and a lot of resilience.The organization began empowering ‘kinship care'—supporting extended families to take children back in by addressing barriers like housing, education, or income. Then came Thrive Well: a transformative app that puts this care model into the hands of over 30,000 social workers, enabling systems change at scale.This inspiring discussion adds in the role of healthy board dynamics, founder self-awareness, and breaking through the myth that only “rich people” give. “You're not looking for donors with money,” Caroline says. “You're looking for souls who want to do something bigger than themselves.”Her metaphor? “We're all jumping into the river to save babies. But someone has to look upstream to stop them from falling in.”This conversation will challenge your assumptions, ignite your passion for systemic change, and offer inspiration for every nonprofit leader navigating evolving missions and growing impact.00:00:00 Welcome to Caroline Boudreaux 00:01:29 How a trip to India sparked a mission 00:04:14 The moment that changed everything on Mother's Day 00:07:10 Founding the Miracle Foundation 00:08:50 Early struggles and pivot from adoption 00:11:18 Discovering most “orphans” had families 00:13:03 The kinship care model explained 00:16:19 Partnering with Indian government and local leaders 00:17:40 Launching the Thrive Well app 00:20:01 Founder syndrome and building a strong board 00:21:22 Metaphor: saving babies vs. stopping them from falling in 00:23:22 Finding the right donors: look for souls, not dollars 00:25:27 The journey of learning, pivoting, and systemic change 00:27:08 Vision for a world without orphanages by 2040#FamilyFirst #MiracleFoundation #SystemsChangeFind 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

Paul Preziotti, CPA and partner at Johnson Lambert, joins co-hosts Julia Patrick and Meico Marquette Whitlock to provide a grounded, real-time financial snapshot of the nonprofit sector in 2025. As Paul begins, “Each month, it's like, oh, that happened… now that happened,” capturing the fast-moving nature of today's funding landscape.The hosts and guest explore lessons learned from past crises and how nonprofits must evolve their planning models, including annual board and staff financial trainings, contingency-based budgets, and integrating cash flow analysis into strategic decision-making. Paul emphasizes that scenario planning is not a one-time task, but an organizational mindset: “You can't do this overnight… you need to build in review time at all levels—starting with the board.”The conversation digs deep into scenario planning—why it's essential, and how it gives nonprofits a flexible roadmap when the future is uncertain. Gone are the days of assuming government funding is reliable. Preziotti says, “Even if your agency isn't one of the ones in the news, I think you have to think about a scenario in the future where that funding doesn't exist.”The trio also address the communication gap between finance professionals and non-financial staff or board members. Paul and Meico discuss creating a budgeting culture that empowers all roles with the right knowledge and confidence to engage in financial discussions—without fear of judgment—adding that staying calm and building a supportive tone at the top helps organizations weather instability with resilience.Outsourcing is presented as a flexible and cost-efficient solution, especially for smaller nonprofits. Whether outsourcing payroll, the CFO role, or just the budget process, it's all about customizing help where it's most needed e.g.tailoring financial communication for diverse board members, using dashboards, infographics, or narrative reporting as appropriate.00:00:00 Welcome and Introduction  00:01:52 Meet Paul Preziotti from Johnson Lambert  00:03:14 Nonprofit Budget and Funding Uncertainty in 2025  00:05:22 Why Scenario Planning Matters for Nonprofits  00:07:18 Lessons Learned from COVID and Natural Disasters  00:08:54 What Non-Financial Board Members Should Know  00:11:14 How Smaller Nonprofits Can Manage Scenario Planning  00:12:00 Outsourcing Financial Roles as a Cost-Saving Strategy  00:14:50 Building a Culture of Budgeting and Communication  00:17:23 Training Financial Staff to Communicate Clearly  00:21:02 How to Communicate Finances to the Board  00:23:35 What Boards Should Really Focus On Financially  00:25:44 How to Stay Calm During Financial Uncertainty  00:28:16 Sector-Wide Warnings and Final Thoughts  Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

For many nonprofits, cybersecurity feels like a luxury they simply can't afford. But according to Michael Nouguier, Partner of Cybersecurity Services at Richey May, ignoring cybersecurity can end up being far more expensive than proactively investing in it.Michael dismantles the myth that strong digital security comes with an unaffordable price tag. In fact, many nonprofits already have powerful security tools built into systems they're already using—yet few take advantage of them. “What's almost as good as free,” Michael explains, “is something that you've already been paying for and didn't know that you could leverage.”From free services offered by federal agencies like CISA to deeply discounted nonprofit rates from companies like Microsoft and Google, this conversation uncovers a path to digital protection that doesn't require massive budget increases. Michael urges nonprofits to start by auditing what they already use. Whether it's Google Workspace or Microsoft 365, most platforms include underutilized features like multi-factor authentication, access control, and data encryption.These protections aren't just theoretical—they're essential. As Michael points out, “You don't know what to protect if you haven't actually done an assessment to understand where those risks are.” He encourages leaders to seek out risk assessment tools—many of which are available at no cost—and build a strategy around known vulnerabilities, not guesswork.The conversation also takes a practical look at automation, which reduces labor costs by removing repetitive security tasks. Many nonprofits mistakenly believe they're starting from scratch when in reality, they already have a baseline of protections in place—they just need to activate them. Michael shares examples of simple, low-cost ways to improve security posture, including free policy templates and vulnerability scans.Additionally, he challenges nonprofits to shift their mindset around vendor relationships. Too many organizations fail to ask whether vendors offer nonprofit pricing or security guarantees—questions that could drastically reduce both risk and cost. And when vendors are breached, it's often the nonprofit that must explain the damage to stakeholders, regardless of fault.Throughout the session, with host Julia Patrick, the underlying message is clear: cybersecurity isn't about fear—it's about preparedness and resourcefulness. The greatest danger lies not in doing too little, but in assuming you're too small or stretched to do anything at all. 00:00:00 Welcome and introduction of Michael Nouguier 00:01:30 Why cybersecurity is more expensive to ignore 00:03:10 How accounting firms became cybersecurity leaders 00:05:45 Budgeting vs risk: where to start 00:06:40 Leveraging existing tools like Microsoft and Google 00:08:20 Understanding identity and access integration 00:09:45 Why multi-factor authentication matters 00:11:30 Free services from CISA and others 00:14:10 Asking for nonprofit discounts on software 00:16:25 Why every nonprofit needs Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Dr. Pierre Berastaín, Regional Director at the Centre for Public Impact, invites us into a powerful conversation about leadership, cultural humility, and living with integrity across lines of difference. With warmth and depth, Dr. Berastaín shares how personal identity can be a source of strength in leadership—not something to minimize or check at the door."We all lead from a cultural lens, whether we name it or not," Dr. Berastaín explains. "The danger isn't bringing your culture into leadership—the danger is bringing it in unconsciously and expecting it to be the norm for everyone."Dr. Berastaín's personal journey fuels his systems change work. His role at CPI—a nonprofit incubated by Boston Consulting Group—blends macro strategy with community-rooted implementation. The goal: reimagine how governments and public institutions serve people, especially those pushed to the margins.At the heart of this discussion is an honest reckoning with cultural difference and a plea to bring one's full self into leadership. “Cultural humility isn't about shrinking yourself,” he shares. “It's about knowing yourself well enough to make room for others.”The conversation explores what it means to acknowledge culture without stereotyping, the impact of asking, “What are you?” and how silence—intended to be safe—can sometimes feel like erasure. Dr. Berastaín advocates for “relational warmth before analytical interest,” encouraging listeners to shift from tokenizing curiosity to reciprocal connection.He also offers practical tools for introspection: therapy, spiritual grounding, and forming a “personal board of directors” who challenge and support growth. These elements, he says, are vital in cultivating not only emotional intelligence but the capacity to lead with vision.By the end of the chat, with host Julia Patrick, it's clear that Dr. Berastaín's leadership is not performative—it is personal, deliberate, and anchored in truth. And he challenges all of us to ask: What are we carrying into the room?This episode is a must-watch for nonprofit professionals, board leaders, and changemakers looking to lead with depth and humanity in today's increasingly complex world.00:00:00 Guest intro: Dr. Pierre Berastaín00:01:30 What is the Center for Public Impact?00:03:45 Pierre's story: identity, ancestry, and lived experience00:05:15 From direct service to systems change00:07:00 Cultural humility and leadership lens00:09:20 The beauty and burden of collectivist values00:11:00 Personal growth through therapy and accountability00:13:30 Aligning personal and organizational values00:16:00 When to acknowledge cultural differences00:18:00 The problem with silent observation00:20:00 “What are you?”—Responding to coded curiosity00:25:00 Stories, lineage, and reclaiming culture00:27:45 Wrapping up: Leadership with integrityFind 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

Bubble blowers, legacy gifts, and neighborly introductions—this session of Fundraisers Friday bubbles over with wit and wisdom from cohosts Julia C. Patrick and Tony Beall. Tackling real-world fundraising dilemmas, the duo dives into sticky questions nonprofits often tiptoe around.We kick off with a sparkling debate: when a donor grows from a small supporter to a major one, who "owns" the relationship? Tony reminds us, “Relationships come first. Structure comes second.” His point: when a fundraiser elevates a donor's giving, the organization should also elevate the fundraiser's role. Julia reflects, “I didn't think of it that way… they should be elevated—and they haven't been.”Next up: corporate crossover. What happens when an individual donor brings their business into the giving picture? Should the relationship transfer to the corporate team? Tony weighs in: “The development professional may not have the skill sets for corporate partnerships. So, invest in training—or consider a strategic handoff.”Then comes the glitzy question—exclusive events for high-net-worth donors. Are these smart strategies or community-killers? Tony, a champion of inclusivity, says, “Exclusivity has its place… if it leads to planned giving and legacy conversations.” Julia adds in, saying how savvy orgs are shifting these events toward behind-the-scenes access and thought leadership rather than fancy galas.They wrap with the boardroom. Should fundraisers speak at board meetings? Tony suggests quarterly appearances. “Your board should know the development team—if you see them in the grocery store, you should say hello!” Julia adds, “It's not about asking for money. It's about connection, introductions, and understanding.”Packed with humor, heart, and practical advice, this fast-paced convo gives nonprofit professionals tools they can use—and some new ways to look at old problems.00:00:00 Welcome  00:02:06 Who Owns a Donor: Structure vs. Relationship  00:03:18 Fundraiser Elevation Through Donor Growth  00:05:49 Corporate Sponsorship Conflicts  00:06:55 Managing New Corporate Gifts from Existing Donors  00:10:22 Exclusive Events for Top Donors  00:12:00 Are VIP Events Worth It?  00:18:12 Should Fundraisers Speak at Board Meetings?  00:24:24 Board Member Roles in Fundraising  00:27:30 Wrapping Up: Ask Questions, Share Freely   #FundraisersFriday #NonprofitLeadership #DonorRelationshipsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In a moment of transformational clarity, life and leadership coach George “Iceberg” Miller addresses what so many in the sector struggle with but rarely name: fear. Hosted by Julia Patrick, this conversation dares nonprofit leaders to face their internal barriers and lead from a place of emotional intelligence.“We train ourselves out of even feeling anxiety and fear,” George says. But instead of rejecting fear, he challenges us to embrace it as a guide—not a threat. With heartfelt stories and grounded strategies, he redefines fear as a powerful source of data and growth. “What if we change that to—no, this is part of life?”Together, the duo unpack the burnout crisis plaguing the nonprofit sector, especially among development professionals who rarely stay longer than 19 months. But rather than despair, George offers a hopeful alternative: presence. “All I did was say, ‘I'm angry.' And it led to the most productive meeting of my career.”From volunteer teachers who avoid burnout by staying connected to meaningful work, to financial leaders unlocking emotional resilience through micro-interactions, George shows that radical change begins within. His vision is clear: leadership isn't just about competence—it's about relational courage.For anyone navigating budget cuts, burnout, or policy shifts, this episode is a masterclass in transforming fear into fuel. “If I can allow myself to feel that fear, stop criticizing myself for it… then I can create something new.”Let this dynamic session be your invitation to pause, breathe, and reimagine your leadership—not as something to fix, but as something to feel.00:00:00 Welcome introduction00:03:46 Recognizing fear in nonprofit leadership00:05:06 Reframing fear as useful, not wrong00:07:01 Burnout and emotional suppression in development roles00:09:04 Avoid burnout through meaningful service00:11:42 Can emotional growth happen quickly?00:13:22 Emotions as foundational leadership data00:17:06 A single sentence that changed a team00:21:03 Leaders modeling emotional presence00:22:44 Fear, change, and historical perspective00:25:52 Using anxiety to fuel creativity and hope #EmotionalIntelligence #NonprofitLeadership #FearToFriendFind 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

Jared Walker, founder of Dollar For, shares how one TikTok video launched a national movement to eliminate medical debt through little-known hospital financial assistance policies. Joined by cohosts Julia Patrick and Sherry Quam Taylor, Jared recounts how a personal family tragedy sparked his commitment to helping others avoid the crushing financial fallout of medical emergencies.Dollar For educates the public about financial assistance programs that nonprofit hospitals are legally required to offer under the Affordable Care Act. Despite these policies existing for over a decade, most patients—and even medical professionals—remain unaware. “Most people leave the hospital without any knowledge of these programs,” Jared explains. “It's the best-kept secret in healthcare.”Jared's journey from grassroots crowdfunding in Portland coffee shops to leading a national nonprofit began with a single TikTok that received over 30 million views. That exposure helped grow Dollar For from a one-person operation to an 18-person team that's relieved $88 million in medical debt so far. “We created a Slack channel where every debt relief success story gets posted,” Jared says. “It's a little mini-party that keeps us grounded in our mission.”The discussion explains how Dollar For's first major initiative was building a national database of 8,000 hospital financial policies. This tool lets users instantly check eligibility based on their income and hospital—a game-changing resource in a fragmented system. It also positioned Dollar For as a watchdog, helping policy groups compare hospitals' generosity and push for improvements.Despite the impact, Jared remains humble and forward-looking: “I hope Dollar For doesn't exist in 10 years,” he says. “We're trying to push for a policy that requires hospitals to screen for eligibility before sending bills.”The socially impactful discussion also explores the challenges of funding innovation in the nonprofit sector. Jared candidly shares how finding donors who support both direct service and systemic policy change has been a balancing act—but the return on impact is clear. “We've turned every donated dollar into over $20 of medical debt relief,” he notes.Sherry adds, “This is one of those niches where you have the ability to attract investment-level donors who want root, sustainable change.”This conversation is more than a dive into leadership—it's a blueprint for innovation, equity, and the power of digital media to mobilize change in a deeply broken system. #MedicalDebtRelief #CharityCare #HospitalPolicyChange Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

What if your next fundraising event wasn't just another rubber chicken gala—but a magnetic, mission-driven experience people couldn't stop talking about? That's exactly what Brittany Bedford, Customer Success Manager at Bloomerang, urges nonprofit leaders to imagine.In this high-energy episode, Brittany dives deep into the art of turning events from forgettable to phenomenal. She shares fresh research, real-world examples, and wildly creative strategies that help nonprofits connect with long-term donors in meaningful, memorable ways.“We've got to shift from the fundraiser's point of view to the attendee's,” Brittany emphasizes. “They're coming to feel connected. This is their chance to be a part of something meaningful.”Julia Patrick, host, agrees—and doesn't hold back: “We don't even sit down and ask, what do our guests need? That's dreadful. We just copy and paste the last event!”From gamified donor experiences and staff-led greetings to runway walk-offs and dogs painting art live onstage, Brittany proves that creativity isn't just a nice-to-have—it's a donor retention superpower. In one standout example, she describes an event where guests interacted with service dogs creating art, then bid on those pieces at auction. “People were laughing, posting, and telling the story for weeks,” she recalls.She also unpacks Bloomerang's new research showing that:·        70% of donors say a fun experience makes them more likely to stay engaged·        53% say gamification was their most memorable event moment·        Yet only 6% of fundraisers are implementing this!The takeaway? Nonprofits must ditch the rinse-and-repeat and embrace innovation—starting with the very first hello. Whether you're planning your first gala or your fiftieth, this episode is a game-changer for how you think about donor events.00:00:00 Welcome and Guest Introduction00:02:00 Brittany's Role at Bloomerang00:03:40 Transitioning from Transactional to Inspirational Events00:06:00 Copy-Paste Event Planning Pitfalls00:08:30 New Research: What Donors Really Want00:10:20 Gamification at Events: Why It Works00:13:00 Making Staff and Board Comfortable with Engagement00:15:00 Rethinking Guest Check-In and First Impressions00:17:00 Dogs Painting Art: An Unforgettable Event Idea00:20:00 Peer-to-Peer Meets Fashion Show Fundraiser00:23:30 Using Event Data for Future Engagement00:27:00 Can Small Teams Pull This Off?#DonorEngagement #NonprofitEvents #FundraisingInnovationFind 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 mergers and acquisitions aren't a sign of weakness—they're a powerful strategy for long-term viability and community impact. In this leading edge conversation, we bring together two sector leaders: Tim Davis, President and Managing Partner of Glick Davis and Associates, and Jeffrey R. Wilcox, CEO and Founder of Interim Executives Academy. Together with host Julia Patrick, they chart a bold roadmap for organizational transformation through strategic partnerships, timely interim leadership, and cultural integration.As Jeffrey begins, “A sustainable nonprofit must first be viable. And to be viable, you must be survivable.” He challenges nonprofits to move beyond survival thinking and embrace strategic collaboration before financial or leadership crises strike. Tim Davis builds on that, offering a real-world example of three regional nonprofits merging their missions to secure larger grants and extend their reach: “Instead of three groups asking for $10,000 each, they made a unified ask for $100,000—and won.”The conversation digs into the uncomfortable truths of nonprofit M&A—ego, fear, and lack of information—but offers actionable strategies. Tim emphasizes that success is cultural, not just financial: “Unless you build the culture between organizations, one side is always unhappy.” Meanwhile, Jeffrey explains the unique power of interim leaders to guide organizations through this kind of transformation: “Interims help people reach the conclusion themselves—it becomes their idea, their ownership.”This episode doesn't just present M&A as a lifeline for nonprofits in distress—it reframes it as a proactive, bold strategy for those who want to own their future. With funding shifts, demographic changes, and leadership transitions accelerating across the sector, Tim and Jeffrey argue that now is the time to build viable, mission-driven collaborations that will withstand what's ahead.Whether you're a board member, CEO, or funder, this conversation will challenge your assumptions and equip you with the mindset and tools to explore mergers—not out of desperation, but from a place of strength. 00:00:00 Welcome and introduction of guests 00:01:50 What is transitional leadership and why it matters 00:03:14 How Glick Davis supports nonprofit mergers and turnarounds 00:04:23 Rethinking sustainability: viability vs survivability 00:06:02 Why nonprofits must start M&A talks sooner 00:08:10 Real example: nonprofits merging for financial literacy impact 00:10:13 Navigating ego and mission in M&A conversations 00:11:35 The interim leader's role in M&A facilitation 00:13:04 Educating stakeholders before merger decisions 00:15:55 Secret sauce of nonprofit M&A: culture building 00:18:27 Knowing when your org is no longer viable 00:22:54 What great interim leaders really do #NonprofitLeadership #StrategicMergers #InterimExecutivesFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

It's Fundraiser's Friday—and we engage in a candid, layered conversation about one of the sector's least addressed yet most persistent realities: stress. Specifically, the stress experienced by nonprofit fundraisers who juggle mounting expectations, emotional labor, event overload, and relentless revenue goals.Cohost Julia Patrick opens with a sobering observation: “We can't, as a sector, keep fundraisers going. They burn out and leave—an average tenure of only 18 months.” This sets the tone for a deep dive into the sources of that burnout and practical frameworks to address them. Cohost Tony Beall offers a powerful, centering reminder: “Give yourself the grace and accept that you need these things for yourself. There's no guilt in taking care of the caretaker.”Together, they examine six categories of stress fundraisers commonly endure: revenue pressure, donor expectations, event management demands, campaign overload, internal organizational scrutiny, and peer isolation. Instead of simply bemoaning these conditions, the cohosts provide tactical insight. From outsourcing logistics and investing in professional benefit auctioneers, to building strong volunteer committees and peer support networks, they propose both mindset shifts and structural solutions.Tony emphasizes the importance of open and honest communication—up, down, and across the organization—as one of the most effective antidotes to mounting stress. Equally essential, Julia insists, is understanding the often-forgotten emotional toll of donor relationships and campaign deadlines, which can be exacerbated by unrealistic leadership expectations or outdated traditions like “we've always done this event.”What emerges is a roadmap for healing a profession at risk. This isn't just an episode—it's a resource, a reset, and a reaffirmation for nonprofit professionals who need permission and tools to stay in the work they love.00:00:00 Welcome to Fundraisers Friday 00:01:00 Fundraiser burnout and short tenure 00:02:00 Revenue pressure and mental strain 00:05:00 Open communication as stress management 00:07:35 Donor relationships and expectation stress 00:10:00 Fundraisers as accidental event managers 00:13:15 Return on effort for fundraising events 00:16:00 Volunteer committees and shared ownership 00:18:10 Benefit auctioneers and event ROI 00:21:00 Campaign overload and tech tools 00:24:00 Internal scrutiny and team pressure 00:27:00 Peer support and professional associations 00:30:00 Final takeaways and call for self-care#NonprofitLeadership #FundraisingStress #DonorEngagement Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In a conversation as timely as it is timeless, we welcome Gordon Sims, Director of Development at the Diversity Center of Northeast Ohio, to explore how nonprofits can sustain their commitment to DEIB (Diversity, Equity, Inclusion, and Belonging) amid increasing societal and political scrutiny. Joined by cohosts Wendy F. Adams and Julia Patrick, this dialogue doesn't flinch from the complex realities of today's climate—but it also doesn't surrender to them.Gordon traces the DEIB movement's lineage back nearly a century, when Catholics and Jews united to counter hate, showing that “this movement and this work is far bigger than this political cycle.” His words remind us that while terminology and tactics may shift, the core intention remains: equal access, safety, and dignity for all. "The intent really was never to create preferential treatment for anyone,” he says, “but to just give equal treatment and opportunities."This conversation acknowledges how the DEIB landscape has been reshaped by fear, legislation, and misinformation. Yet it offers clarity and resolve. Gordon uses a poignant metaphor comparing DEIB to theme park "fast passes," where historically marginalized communities have been left to wait in line while others bypassed them. DEIB, he emphasizes, is about giving everyone the opportunity to get on the ride—no more, no less.Equally compelling is the discussion around strategy. Gordon highlights the importance of language, framing, and tone when approaching these issues, especially in environments where such topics are misunderstood or even banned. “Sometimes we have to choose between being right and being strategic,” he shares, quoting trainer Erica Merritt. The challenge lies in advancing the work without triggering defensiveness or political backlash.Ultimately, this episode is about courage, compassion, and connection. It's about listening deeply, creating safe spaces, and convening in strength. Whether it's through roundtables with LGBTQ centers, school districts, or town hall-style block parties, Gordon and his team are modeling how collaboration itself becomes a form of resilience.For those unsure how to proceed or afraid to speak, this episode provides a framework not just for advocacy, but for hope.00:00:00 Welcome and introductions00:03:11 History of the Diversity Center and DEIB origins00:05:35 The movement cycle and current contraction00:07:35 DEIB as equal access—not preferential treatment00:09:53 What DEIB looks like in real life today00:12:11 Convening as a form of resilience00:14:43 Creating safe spaces and actionable strategies00:17:03 Legislative engagement and civic action00:19:03 Navigating DEIB within family and social dynamics00:22:30 Strategic language and meeting people where they are00:26:01 Being strategic vs. being right00:28:37 Data-driven proof of DEIB's value#InclusiveLeadership #NonprofitStrategy #CivicEngagementFind 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

Dawn Trapp, CEO of the Civitan Foundation AZ, delivers an inspiring and detailed look into how her organization successfully runs a summer camp for individuals with disabilities. With operations dating back to 1968, Civitan has evolved from a modest two-week camp into a year-round service hub providing inclusive programming, employment training, arts initiatives, and a deeply supportive community.Dawn shares the journey of navigating decades of change—from shifting public perceptions to compliance with modern licensing, insurance, and risk management needs. The organization made a pivotal decision during COVID to remain open, extending their camp season when many others shut down. “We stayed open… and it was probably one of the best decisions that we made for everybody,” she says, reflecting on how camp served as a safe haven for campers and staff during uncertain times.Camp Civitan serves a broad age range—from 5 to 83—and a spectrum of disabilities, tailoring programming to meet diverse needs. Dawn emphasizes the importance of respite not just for the campers, but for their families. Many use state-provided respite funding to cover attendance, enabling caregivers to rest, while campers experience joy, independence, and connection.Staffing is one of Civitan's most pressing challenges, especially given its rural location. Dawn shares how they addressed this by bringing in international staff and launching the "Grow Our Own" program, cultivating future leaders from within their own volunteer base—some of whom started at age six and are now on staff. Civitan also maintains ownership of its 15-acre camp, which provides long-term flexibility but comes with substantial cost and maintenance responsibilities.From risk mitigation to community partnerships, Dawn's candid discussion reveals the complexity of operating a mission-aligned, community-centered facility. Her closing thoughts on legacy and leadership succession reflect a long-view commitment: ensuring Civitan continues to thrive for generations to come.00:00:00 Welcome with Dawn Trapp  00:02:06 Keeping Camp Civitan Open During COVID  00:04:22 Camp is for Everyone – Even Age 81  00:05:15 How Camp Civitan Got Its Start in 1968  00:07:18 Services for Campers from Age 5 to 83  00:08:00 How Camp Provides Respite for Families  00:10:28 Staffing in a Remote Location  00:11:29 Recruiting International Staff and Volunteers  00:13:22 Growing Leaders Through Camp Life  00:16:20 Owning vs. Renting Camp Facilities  00:20:26 Risk Management and Safety Protocols  00:27:03 Dawn's Vision for the Next Five Years   #InclusiveCamps #DisabilityServices #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

Julie Kline and Sarah Jacobus from Lifetime Arts take a deep and inspiring dive into the transformative world of creative aging. As America's population shifts, nonprofits must adapt—and creative engagement is an exciting and necessary path forward.Together, they break open the outdated, medicalized view of aging and replace it with a vision where creativity, choice, and social connection are seen as core elements of a vibrant older life. They explore how creative programs provide empowerment, reduce isolation, and foster new identities for older adults—a dynamic shift nonprofits can't afford to ignore.Julie Kline, Director of Program Strategy at Lifetime Arts, passionately describes the organization's mission: “Our goal is to weave creative aging into the fabric of our communities.” She shares her personal journey, rooted in childhood experiences of writing plays for her grandparents, that fueled her dedication to bridging generations through creativity.Sarah Jacobus, Creative Writing Trainer, reflects on her own pivot into this field, especially during COVID, sharing: “Being in a creative aging class is really establishing a new sense of identity—one that's empowering and energizing.”The conversation also tackles the nuances of gender differences in participation, the need for thoughtful partnerships, the silent influence of ageism, and the exciting expansion of training opportunities for nonprofits of all kinds—even unexpected ones like botanical gardens.This episode will challenge you to ask: Are we ready to serve an aging population creatively, inclusively, and dynamically?00:00:00 - Welcome and Introduction to Creative Aging 00:02:20 - What Lifetime Arts Does 00:04:00 - The "Medicalized" View of Aging 00:06:15 - Julie Klein's Personal Journey Into Creative Aging 00:08:00 - Sarah Jacobus' Story and COVID's Impact 00:11:00 - Why Creativity Matters for Health and Aging 00:13:00 - Empowerment Through Creative Expression 00:14:45 - Gender Differences in Creative Aging Participation 00:18:20 - Why Nonprofits Should Care About Aging 00:20:45 - Building Effective Partnerships 00:22:00 - New Open Enrollment Training Opportunities 00:26:00 - Fighting Ageism Through Creative Programming 00:29:00 - Closing Thoughts and Call to Action #CreativeAging #EmpowerThroughArt #NonprofitInnovationFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

It's Fundraisers Friday, and Julia C. Patrick and Tony Beall are back with an episode full of big opinions, thoughtful advice, and even a little Kung Fu Panda wisdom. This time, they dive into real questions from viewers—and they don't hold back, with an honest and supportive conversation about the ins and outs of development work, from transparency in fundraising goals to the fine line of donor privacy.One of the first questions tackled: Should fundraising goals be shared organization-wide, or kept within the C-suite? Tony makes the case for balance: “The way you communicate goals matters—empathy and intention are key.” Julia adds that fundraisers often get put under pressure when goal updates trickle down without context or support.They also unpack a tricky topic—sharing top donor info with board members. Julia suggests, “Having a policy is key. Without it, you risk someone casually announcing a donor's gift in public.” Tony agrees but reminds us, “Unless the donor asked for anonymity, listing them for board review isn't a breach of privacy.”Perks for development staff? This duo has thoughts. Forget just bagels—Tony encourages nonprofits to ask staff what's actually meaningful to them. From car washes donated by board-owned businesses to flexible scheduling, he reminds us, “Perks don't have to cost much to show value.”Perhaps the most surprising take came on newsletters vs. annual reports. Tony challenged the typical approach, saying monthly newsletters can feel stale, while an annual report can be a dynamic, story-driven tool: “If I had to choose, I'd go with the annual report every time.”To close, Julia teases upcoming episodes (like managing fundraiser stress) and celebrates The Nonprofit Show nearing its 1300th episode. The vibe? Honest, empowering, and always real.—“There's no such thing as bad news or good news. There's just news.” —Tony Beall, quoting Kung Fu Panda, but owning the sentiment.Timestamps:00:00:00 Welcome to Fundraisers Friday!00:01:18 The joy of working with nonprofit leaders00:03:19 Teaser: Upcoming episode on fundraiser stress00:04:21 Should fundraising goals be shared org-wide?00:06:55 Communication, stress, and fear in fundraising updates00:09:49 Good news vs. bad news (Kung Fu Panda style)00:11:14 Donor privacy: Should boards know top givers?00:14:55 Low-cost perks for development staff00:19:20 Annual report vs. monthly newsletters—what's more important?00:24:08 How to maximize your annual report00:25:34 Tony's news from AFP and upcoming events00:27:11 Julia's Innovate Conference appearance00:28:13 Celebrating 1300 episodes! #FundraisersFriday #NonprofitLeadership #DevelopmentStrategyFind 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

Understanding what it really means for a nonprofit to be financially successful—and no, it's not just about the size of your bank account. Beth Larsen, VP of Client Accounting and Advisory Services at JMT Consulting, explains.Financial success, Beth explains, is fundamentally about “whether or not you have the resources to fulfill your mission effectively.” It's a mindset shift from passive accounting to active financial management, where success is defined by the ability to match your assets to your mission-driven activities.Beth digs into how nonprofits can and should assess their financial health by tracking three core metrics: monthly operating results, available unrestricted cash, and current ratio. She emphasizes that these metrics aren't just nice-to-have—they're essential to making real-time strategic decisions and maintaining stability in uncertain economic times.“Most nonprofits are dealing with demand that far exceeds available resources,” she shares. “That means decision-making must be rooted in data and aligned with mission, not just money.”The conversation moves from theory to practice, with Beth advocating for a solid financial foundation built on clean data, clear processes, and internal discipline. She outlines actionable best practices like having written financial procedures, separation of duties, automated systems, and integrated budget planning that includes development and operations.Host Julia Patrick and Beth also reflect on their past experiences during the 2008 recession—where both faced impossible decisions around shelter programs and fundraising gaps—and draw relevant lessons for today's leaders.Whether your nonprofit is flying blind with checkbook accounting or wrestling with boardroom fear around financial topics, Beth's calm, strategic approach lights a clear path forward. Her message is both urgent and empowering: “You can't afford not to do this work.”Timestamps:00:00:00 – Welcome and Introduction to Beth Larsen 00:03:44 – What Financial Success Really Means for Nonprofits 00:05:19 – Navigating Resources vs. Demand in Tough Times 00:08:39 – Best Practices: Build a Financial Foundation 00:10:42 – Budget Strategy and Data Categorization 00:13:33 – How Strong Systems Reduce Fear and Confusion 00:17:10 – Balancing Mission with Financial Realities 00:20:38 – The Three Key Metrics You Must Track 00:24:26 – Moving From Checkbook Management to Smart Strategy 00:26:10 – Improving Communication Around Financials 00:28:52 – Finance as a Journey, Not a Checklist 00:30:12 – Innovate 2025 Conference Preview #NonprofitFinance #MissionDrivenData #StrategicStewardship 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

Leah Kral, social impact consultant and author of Innovation for Social Change, joins cohosts Julia Patrick and Sherry Quam Taylor for a spirited deep-dive into how nonprofits can rethink innovation—no Silicon Valley badge required!Leah sets the tone early, challenging the misconception that innovation is only about gadgets and tech. “Innovation is simply finding new and better ways of doing things,” she says, reframing it as a mindset accessible to nonprofits of every size. Whether it's Habitat for Humanity's volunteer model or a legal aid clinic swapping clipboards for iPads, she insists, “People are innovating all the time in the nonprofit sector—they just don't always realize it.”Throughout the conversation, Leah shares why many nonprofits feel stuck: good intentions clouding decision-making, risk-averse leadership, and the pressure to produce “glossy” reports with no room for trial-and-error. She offers a refreshingly realistic take—yes, failure might happen, but so might wild success. “It's far better to fail fast and fail small than never experiment at all,” she notes.Leah introduces her six principles of innovation: think like a detective, ask courageous questions, empower frontline workers, leave room for experimentation, pursue continuous learning, and master the art of persuasion. She backs each with vivid examples—from the night staff at Mayo Clinic improving patient care, to the global success of WorldReader's mobile reading app born from failed Kindle pilots.Cohosts Julia and Sherry echo the importance of curiosity and culture, with Sherry noting, “A curious leader sets the tone for the whole team.” Leah agrees and highlights that personal innovation is just as vital as organizational change.What's the biggest takeaway? Innovation isn't a luxury—it's essential. And it starts with making space for curiosity, iteration, and the courage to try. Leah wraps with a compelling call: “You don't need a huge budget to innovate—just a little time and a willingness to ask better questions.”Whether you're a grassroots nonprofit or a national leader, this episode might just be the reboot your strategy needs.TImestamps:00:00:00 – Introduction and guest welcome 00:01:35 – Leah Kral on writing *Innovation for Social Change* 00:04:00 – What innovation really means in nonprofits 00:05:52 – Big vs. small innovation examples 00:08:08 – What's holding nonprofits back from innovation? 00:10:56 – Addressing the myth: innovation = risk 00:11:44 – Leah's six principles of innovation 00:16:20 – Why personal innovation matters too 00:21:45 – Embracing small experiments and fast failure 00:23:48 – Building a culture that allows for trial and error 00:27:12 – How to spark creativity within teams 00:29:44 – Final thoughts and where to find Leah's book #NonprofitInnovation 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

Executive Director Janelle Miller Moravek of Youth and Family Counseling takes us behind the curtain of what it really means to make HR the Executive Director's greatest ally. This isn't just an HR pep talk—it's a dive into how transactional excellence, emotional intelligence, and succession planning can transform your organization's culture, resilience, and impact.Topics:00:00 Introduction and Welcome  01:50 About Youth and Family Counseling  03:29 HR's Role in Organizational Growth  05:31 What Is Transactional Excellence?  07:25 When Staff Leave: Root Causes  08:54 Counseling Work vs Other Sectors  11:08 HR as Organizational Design  13:42 Planning Your Work, Working Your Plan  16:00 Resilience in a Multigenerational Workforce  17:23 Succession Planning Without Panic  20:24 Cross-Training and Shared Leadership  23:09 Mental Health for Mental Health Providers  24:10 HR as Organizational Scaffolding  25:22 Fractional vs Full-Time HR  27:17 Real-Life Lessons from a Fortune 100 CEO  28:29 Closing Thoughts and Key Takeaways  31:15 Final Message: Stay Well to Do Well  Janelle brings real-world insights from her 15-year journey leading a nonprofit mental health organization that grew from a $680,000 budget to $2.8 million and expanded to three locations. What's her secret? A thoughtful, strategic approach to human resources.“We've always had to create an experience for our employees that attracts the talent we need,” she shares. In a sector where nonprofits can't match private sector salaries, Janelle emphasizes designing career ladders and crafting meaningful employee experiences as key levers in recruitment and retention.She also doesn't shy away from accountability: “We need to look back at ourselves. Our staffing changes often come about because of something we've done.” Her refreshing honesty sets the tone for a discussion that's as practical as it is reflective.From the nitty-gritty of job descriptions to navigating a multigenerational workforce and preparing for the “silver tsunami” of retirements, Janelle urges leaders to embrace HR not just as a compliance mechanism, but as strategic scaffolding that supports every function in the organization.The episode explores how nonprofits—especially smaller ones—can structure succession planning without fear, cultivate middle management, and share leadership in ways that increase organizational capacity and decrease burnout.As she puts it, “HR is scaffolding. It's how you manage the work and the people—it can't just be the ED holding it up.”If you're a nonprofit leader navigating hiring woes, team development, or succession worries, watch this for a generous dose of real-world experience mixed with humor, clarity, and heart.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

Why would cybercriminals target nonprofit organizations—entities dedicated to doing good? According to Alex Brown, Director of Cybersecurity Solutions at Richey May, the answer is both chilling and practical: "Hackers are heartless," he says. “They just want the information or funds or whatever they can get.”In this eye-opening episode, host Julia Patrick and Alex explore the intersection of digital vulnerability and mission-driven work. Nonprofits may not seem like lucrative targets, but they often possess exactly what bad actors seek: valuable donor data, low cybersecurity maturity, and outdated assumptions about their exposure to risk.Alex breaks down how modern cyberattacks no longer rely solely on high-dollar ransoms. Instead, sensitive donor data—especially involving high-net-worth individuals—can be easily sold on the dark web. What makes nonprofits especially attractive is not just the value of the data but the relative ease of access. “The corner store is a lot easier to take things from than your bank,” Alex notes, comparing nonprofit vulnerabilities to the path of least resistance.AI has accelerated this threat. With the rise of tools like ransomware-as-a-service, cybercriminals now use bots to scan for weaknesses and deliver targets without lifting a finger. While nonprofit teams may be using AI for grant writing, hackers are using it to scale attacks with terrifying efficiency.The conversation also confronts the false sense of security nonprofits place in cloud-based platforms. Many believe these tools handle all aspects of protection. In reality, the shared responsibility model places the onus on organizations to control user access, manage passwords, and train staff to identify suspicious activity. “It's secure while it's in the cloud—but who accesses that cloud is your responsibility,” says Alex.From scam trends that leverage urgency psychology to long-term breaches that go undetected for months, the threats are evolving. But so can the response. Alex introduces the concept of a cybersecurity roadmap—a phased approach that focuses on policy, technical controls, incident response, and employee education. Remote work, he warns, adds new dimensions to the threat landscape if employee devices and networks aren't properly secured.This isn't a “one-and-done” initiative—it's a mindset. “You don't do cybersecurity this year,” says Alex. “You do it forever.”#CyberSecurityForNonprofits #AIandDataProtection #DonorDataRiskFind 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 of the most pressing conversations in nonprofit leadership: when and how to expand your development team! With humor, candor, and real-world insights, our cohosts unpack the strategy behind scaling up—and why it's not just an “expense” but an investment in your mission's growth.“Now more than ever—we've heard that phrase for decades. We need to call things out for what they really are,” Tony Beall begins, challenging nonprofit leaders to rethink overused buzzwords and focus instead on strategic timing. Expansion isn't just about growth—it's about aligning strategy, operations, and finance to support your organization's evolution.Julia Patrick adds: “So many nonprofits are going to have to change the way they look at their revenue models… and their labor structures.” She emphasizes that expanding your fundraising team is not just a trend—it's a necessity in a shifting landscape of donor behavior and economic pressures.The duo explores reasons for team expansion, from burnout prevention and portfolio diversification to risk mitigation. Tony offers a caution: hiring someone simply for their donor list is shortsighted. “I'm not hiring you for your portfolio of potential. I'm hiring you for your ability to perform.” That clarity helps frame realistic expectations and long-term outcomes.They also discuss the evolving spectrum of fundraising talent—why someone good at one-on-one donor relationships might not excel at grant writing or digital campaigns. Tony and Julia encourage leaders to define the revenue streams they aim to grow, then match those streams with specialized skills, not generic fundraising experience.Another highlight: the value of hiring individuals with mission-aligned backgrounds, even if they come from outside the sector. Whether it's a sales star from a car dealership or a community relations manager from city government, Tony suggests onboarding should flex to match their prior experience while still emphasizing program impact and community outcomes.The lively discussion closes with guidance on posting salary ranges, offering flexible benefits, and using fractional or contract talent to test-drive new roles. Transparency, customization, and equity are themes woven throughout their practical advice.This is a masterclass in nonprofit workforce development—and a terrific reminder that the future of fundraising depends not just on your raising dollars, but on raising the right team.#DevelopmentStrategy #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

Are you a nonprofit leader hiding in plain sight on LinkedIn? Emmy Award-winning journalist and founder of StoryLede, Bofta Yimam, delivers a powerhouse session on transforming your LinkedIn presence into a strategic tool for visibility, donor attraction, and lasting impact.In this energized, tactical conversation, Bofta lays out why storytelling and consistency—not just random posts—are the keys to creating real ROI on LinkedIn. Whether you're leading a small startup or managing a national organization, this episode will challenge your thinking and upgrade your online presence.| “Nonprofit leaders who own their story decide that the vision is more important than their ego.” | “People care about transformation. They want to know how you got here and why you care so much.” – Top LinkedIn Success Tips You'll Learn:Post 3x a week with intentionalityDefine 5 personal or organizational themes to build content aroundUse the first 200 characters of every post as a hookShare transformation stories that connect emotionallyStop over-selling—focus on thought leadershipDon't interrupt high-performing postsEngage meaningfully before and after you postAdd new eyeballs weekly (via search + 2nd connections)Rotate post types: carousel, tips, video, and inspirationSupport others' content—remember, it's social media!Whether you're seeking more visibility, stronger donor relationships, or a better brand narrative, this episode is a LinkedIn masterclass built for the nonprofit world.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Dr. Tracy Baynes—Founder and CEO of the Student Expedition Program (STEP)—shares how a wilderness leadership initiative evolved into a powerful, multi-year college access program transforming lives.STEP focuses on first-generation, low-income students in large public high schools, many of whom might otherwise never be encouraged to pursue higher education. Through a personalized approach—monthly workshops, advising, and family engagement—STEP prepares students academically, emotionally, and practically to not just attend college, but to thrive in it.Dr. Baynes explains how her early career working aboard ships and in outdoor education sparked an uncomfortable realization: “I was only working with wealthy students. And I thought, where is everybody else?” This question became the genesis of STEP.Over time, the program matured from summer expeditions to a fully integrated college prep curriculum starting in students' sophomore year. The turning point? A high-achieving student inspired by Dr. Baynes to apply to Smith College—without ever having heard of it before. But her transcript lacked the rigor. “She had straight A's throughout high school and not a single educator had said, ‘You should take another course,'” Dr. Baynes recalls. That gap in guidance pushed STEP to grow.The conversation unpacks the hidden roadblocks facing low-income students: lack of college counseling, financial aid complexity, and cultural barriers. Dr. Baynes' solution? Equip both students and families with knowledge, tools, and confidence. “Our goal is to become obsolete in your life,” she says. “We want you to have the tools to meet the challenges ahead.”Today, 96% of STEP graduates are enrolled in or have completed college. The secret sauce? Relational trust, rigorous expectations, and strategic partnerships with schools that meet 100% of students' financial need.If you believe in generational change through education, this episode will challenge, inspire, and empower you to see possibility where others see limitation.#FirstGenSuccess #CollegeAccessForAll #BreakTheCycleFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In today's digital-first nonprofit environment, it's not enough to simply invest in a platform—you must also manage that investment intentionally to see long-term value. Samar Haddad, Manager of Client Experience at JMT Consulting, walks us through how nonprofits can shift from reactive to strategic when working with tools like donor databases, accounting platforms, CRMs, and more.From the outset, Samar stresses the importance of selecting not only the right software but also the right solution partner. “Partner solution is just as important as solution selection,” she advises, urging nonprofits to interview potential vendors, understand the structure of their support systems, and clarify expectations around responsiveness and ongoing engagement.This episode dives into why support shouldn't stop after onboarding. “Onboarding and training doesn't just happen once. The solutions are continuously evolving, needs are evolving, regulations are evolving,” Samar shares. This mindset—treating platform management as a living, breathing process—can help nonprofit teams make better use of their tools, align systems with strategic goals, and navigate disruptions with greater resilience.Samar also outlines the value of structured, recurring touchpoints. JMT Consulting meets quarterly with clients, aligned with budgeting, audits, and planning seasons, ensuring that technology is always serving the mission—not the other way around. She encourages teams to be open about their frustrations and compliments, noting that the most productive relationships involve constant dialogue, feedback, and shared discovery.A powerful takeaway from this interview is the idea that nonprofits should strive for “voluntary management instead of involuntary management”—a proactive, data-driven approach that empowers teams to use their platforms with intention rather than reaction.Whether you're onboarding a new tool or rethinking your platform strategy altogether, Samar's insights offer a framework for maximizing ROI, minimizing friction, and advancing your mission through tech-enabled clarity.#NonprofitTech #PlatformManagement #DigitalStrategy 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 nonprofit workforce is facing a seismic shift—and Dana Scurlock, Director of Recruitment at Staffing Boutique, is sounding the alarm. Dana shares her front-line insights into how nonprofit hiring, funding, and retention are being shaken by rapid economic changes, sudden government funding losses, and the ripple effects of widespread layoffs.“This isn't like the 2008 recession—it's a new kind of shock,” Dana warns, “caused by government decisions, not just market forces. And it's hitting nonprofits harder than most expect.” With federal funding like USAID vanishing overnight, entire nonprofit teams are being let go. “We had people with 10-year careers suddenly unemployed, instantly flooding the job market,” she explains.But it's not just about job loss—it's about how organizations and individuals can respond strategically. Dana urges nonprofit leaders to prepare now: streamline hiring strategies, proactively build relationships, and invest in operational resilience. For job seekers, her advice is clear: tailor your resume, keep your online presence updated, and target your applications with laser focus. “Five thoughtful applications are better than twenty generic ones,” she advises.In today's chaotic labor environment, many hiring managers are frozen in fear, paralyzed by a rattled economy. Even temporary hiring is down. Yet Dana sees this as an opportunity. “Now is the time to be proactive. Hire for strategy—bring in a temp to build a grant pipeline or kick off a new campaign before the fiscal year resets,” she suggests.What's the biggest takeaway for nonprofit leaders? Talk to each other. Share intelligence. Cross-pollinate ideas. “The best information comes from each other,” says Dana. “Let's stop gatekeeping and start collaborating.”This episode isn't just a conversation—it's a wake-up call. If you lead a nonprofit, manage a team, or are navigating a career pivot, this dialogue is your blueprint for staying ahead of the curve.#NonprofitWorkforce #LaborTrends2025 #RattledEconomy 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

Is it a bold leap… or a necessary evolution? Unpacking what it really takes to move from frontline nonprofit roles into independent consulting—with cohosts Tony Beall, Founder of Mr. Nonprofit Consultancy, and Julia Patrick.If you've ever felt boxed in by one organization, this conversation will challenge your assumptions. From building your personal brand and selecting a niche to navigating ethical landmines and saying “no” to work that doesn't fit — Tony doesn't sugarcoat the reality of consulting. He shares how he scaled impact while protecting sanity and why too many consultants chase dollars instead of purpose. Thinking about making the jump? This is your essential primer.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In the dynamics of nonprofit leadership, few challenges loom larger than the compounded weight of natural disasters and abrupt policy changes. Director Jennifer Banks of Your Part-Time Controller delivers a strategic and emotionally grounded perspective on preparing for the unpredictable. Drawing from her front-line experience during the Southern California wildfires, Jennifer guides nonprofit leaders through risk management tactics that go beyond spreadsheets and budgets."Risk is just... the likelihood that something bad is going to happen," Jennifer calmly asserts, offering a crucial reframing that invites transparency and proactive planning. Nonprofits across the country have felt the dual pressure of environmental disasters and shifting political mandates. For instance, Executive Order 14173—a federal action targeting DEI efforts—has sent shockwaves through corporate philanthropy, causing organizations to recalibrate their messaging and funding strategies.Jennifer recounts real-world disruptions, from displaced executive directors to diverted funding streams, showing how interconnected disasters and policy shifts can devastate even the most well-managed organizations. One chilling example: “We had some Fortune 100 companies say, ‘We support your mission, but due to federal contracts, we can't use DEI language.'” The implications are massive—not just for program funding, but for organizational identity.To mitigate these pressures, Jennifer recommends regular scenario planning, asset protection strategies (including intangible assets like brand and IP), and a cultural shift toward inclusive financial education within teams. Her advice is both calm and actionable: use this moment of stability, however fleeting, to prepare. That includes stress-testing budgets, securing lines of credit when the balance sheet is strong, and educating all levels of staff about financial realities.So striking is Jennifer' closing insight—a personal reflection that feels universally true: “You can't take things for granted... We just can't get complacent.” Whether grappling with fires or federal funding uncertainties, the message is clear: strategy starts now, not when disaster strikes. #NonprofitStrategy #CrisisPreparedness #PolicyImpactFind 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

Rebranding a nonprofit isn't just about new logos or fresh colors—it's an emotional journey deeply rooted in the mission, culture, and service commitment of an organization. James Dismond, CEO of Mirasol Health, formerly Hospice Care of the Low Country, joined host Julia Patrick to share the inspiring, often emotional, details of their transformative rebranding.For decades, Hospice Care of the Low Country was a dedicated nonprofit, caring for patients facing end-of-life scenarios. Yet, despite their essential services, the organization faced an existential challenge: staying relevant in an evolving healthcare landscape. A candid internal study revealed a stark truth: if no changes were made, they faced closure within five years.James vividly recalls the moment that changed his personal and professional trajectory. On his very first day, several patients passed away, confronting him directly with his deepest fear—death. Instead of turning away, he embraced this fear, turning it into a profound passion. James noted, “That fear has since transcended into my greatest passion, and I'm very blessed for that.”The rebranding initiative was far from simple. It was two years in the making, involving rigorous strategic analysis, extensive stakeholder consultations, and an honest assessment of community perceptions. The word “Hospice” was a significant barrier, fraught with fear and misunderstanding. This realization was a pivotal turning point. James explains, "The powerful messages we are getting back just touch my heart every single day."Ultimately, the staff themselves coined the new name, “Mirasol,” symbolizing "rare and radiant sunflower," beautifully capturing the legacy and spirit of the organization's enduring symbol—the sunflower. This rebranding was not merely aesthetic; it expanded the scope of services, adding chronic symptom management and soon behavioral health, significantly broadening their community impact.The process brought substantial internal shifts, compelling deep introspection and alignment from the board, leadership, and staff. It was emotionally challenging but profoundly rewarding, significantly boosting community engagement, donations, and overall business performance.Today, Mirasol Health stands as a vibrant example of successful nonprofit transformation, rooted in authenticity and courage. “If you do the research, the strategy, and deliver it thoughtfully, the payoff is truly incredible.”#NonprofitRebrand #CommunityHealth #ChangeLeadershipFind 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

Do we dare ask our volunteers to also become donors? Chloe Boonstra of Bloomerang says absolutely — and she's got the data to prove it. In this fast moving episode, Chloe shatters the long-standing fear many nonprofits have about mixing fundraising with volunteerism. The truth? 70% of donors started as volunteers — and nonprofits are missing out by keeping these tracks separate. Is your team operating in silos? Are you afraid to make the ask? Then you need to watch this conversation. Chloe shares practical, authentic strategies to build deeper, dual-track relationships. Time to rethink what you thought you knew and turn your volunteers into loyal, lifelong supporters.#VolunteerToDonor #NonprofitFundraising #BloomerangFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

this informative discussion of the most misunderstood yet increasingly vital roles in the nonprofit world: interim leadership. Featuring powerhouse guests Joan Brown, Chief Operations Officer at Interim Executives Academy, and Karin Sabey, CEO of Sabey Consulting, the conversation explores why ‘the interim profession is no longer a placeholder, but rather a strategic, transformative force'. From transparent communication with staff to preparing organizations for thoughtful succession, this episode reveals why professional interims aren't just leaders—they're lifelines. And if there's one thing we need in today's shifting nonprofit landscape, it's calm within the chaos.Gone are the days when an “interim” simply kept the lights on. Joan begins with, “We're at this exciting opportunity to really better define the profession and better define it as a standard of practice.” Interims today are trained professionals who guide organizations through times of transition with precision, empathy, and results-driven methodologies.Karin paints the role as a “palate cleanser” between leadership tenures, providing organizations with a fresh start—regardless of whether the previous leader left in celebration or crisis. “A long-term leader may have a lot of institutional knowledge stored in their head,” she explains. “An interim helps reset the table for the next leader.”The duo dig into the details of the importance of methodology and diagnostics, likening it to a toolbox or even a box of Legos. “You can build a house or a spaceship,” says Karin, “depending on what the organization needs.”, pointing out how this kind of customization is key to stabilizing and uplifting organizations during pivotal times.And what about board understanding? Both Joan and Karin agree—it's minimal. “Almost no one understands the concept,” Joan shares plainly. But that's also the opportunity: to educate, align, and inspire boards to embrace what an interim can truly offer. When done right, it's not just about keeping the ship afloat; it's about course-correcting, empowering staff, and setting the next leader up for success. #InterimLeadership #NonprofitStrategy #LeadershipTransitionsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this high-energy Fundraisers Friday Show, cohosts Julia Patrick and Tony Beall unpack the complexities of grant writing and grant readiness with an eye toward practical, data-driven insights. It's a masterclass in actionable wisdom for any nonprofit professional involved in grant development—covering strategy, timelines, win rates, and relationship-building.Julia sets the tone with her signature candor, stating: “Fundraisers are expected to do this and it is a very specific trade or craft.” This immediately defines the reality that for many nonprofit professionals, grant writing is just one of several responsibilities they juggle.Tony responds, echoing: “Grant writing is one of the most important combinations of style and substance… tell a story and back it with data.” He reinforces this by recommending that fundraisers align time investment with expected revenue—if grants are expected to make up 20% of a nonprofit's budget, then 20% of time should be spent on them.The show also dives into success rates. Tony notes, “National or federal grants may have just a 5%–10% win rate, whereas local grants can hit 40%–50%,” pushing nonprofits to think strategically when choosing which grants to pursue.The duo explore application timelines, portal logistics, and how a lack of consistency across systems can be a major hurdle. Despite these challenges, they encourage you to create internal systems and document folders to manage recurring information—especially vital as Tony quips, “You'll be so good at this… you'll spend 50–75% less time on your narrative over time.”A big theme emerges around the evolving role of funders and the increased opportunity for relationship-building. Julia points out, “This isn't just a shot in the dark anymore—funders are listening and often willing to adjust.”Perhaps most inspiring is Tony's call for resilience and learning in the face of rejection: “If there's an opportunity to reach out to the funder and ask, by all means—make the phone call.”They wrap with encouragement for new nonprofit leaders and a hot tip: don't be afraid to explore AI tools in your grant writing toolkit.#NonprofitStrategy #GrantWritingTips #FundraisersFridayFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In a transformative conversation, Katerina Manoff, visionary founder and CEO of ENGinprogram.org, passionately shares her remarkable journey of creating a groundbreaking grassroots nonprofit. ENGin uniquely pairs Ukrainian learners with volunteers from across the globe through weekly online video interactions, transcending simple language exchanges to foster profound cultural connections and personal growth.Katerina's compelling narrative reveals how ENGin not only facilitates language acquisition but empowers young Ukrainians, equipping them with crucial skills and cross-cultural competencies essential for their nation's arduous journey of recovery and reconstruction. Despite the profound challenges presented by an ongoing war, Katerina insists ENGin's mission extends beyond mere survival. With unwavering resolve, she states, "It's not just about surviving; it's about thriving against the odds."ENGin's innovative approach disrupts traditional nonprofit dynamics by establishing equitable, mutually beneficial relationships rather than the conventional giver-receiver paradigm. Volunteers themselves become deeply enriched by the experience, gaining cultural insights, meaningful friendships, and improved communication skills. Katerina eloquently captures this unique dynamic: "[Our volunteers] don't feel like they're giving—they feel like they're fighting alongside us."Demonstrating visionary leadership, Katerina envisions scaling ENGin dramatically from its current 55,000 participants to an ambitious target of one million. Her aspiration is nothing short of transforming an entire generation of Ukrainian youth into fluent, culturally connected global citizens who can actively contribute to rebuilding their homeland. Katerina's passion resonates profoundly, highlighting the incredible potential of virtual connectivity to truly catalyze real-world change, especially in times of adversity.Throughout the interview, Katerina candidly discusses her personal evolution as a leader, offering invaluable insights into effective nonprofit board development, adaptive management strategies, and the pivotal role of storytelling in securing sustained support. Her strategic clarity and openness to innovation position ENGin as a beacon of hope and resilience within the nonprofit sector.ENGin stands as a testament to human determination, harnessing the power of technology and global goodwill to overcome barriers and forge transformative bonds. Katerina's visionary work serves as an inspiring blueprint for nonprofits globally, proving that significant social impact can be achieved even amidst adversity and disruption.#GrassrootsImpact #GlobalConnection #NonprofitInnovationFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In an era marked by relentless hustle and external demands, author and nonprofit champion Merle Benny invites nonprofits to pause, reflect, and ignite what she calls "The Sparkle Factor." In a compelling conversation, hosted by Julia Patrick and mindful tech advocate Meico Marquette Whitlock, Merle introduces the transformative idea behind her latest book, Sparkle: Create a Brighter, Stronger Nonprofit. Merle argues passionately that the heart of a successful nonprofit lies not in external marketing prowess, but rather within the happiness, internal communication, and genuine appreciation fostered inside the organization.Drawing on deep insights gained through extensive experience, Merle explains that "if the organization itself on the inside isn't happy, doesn't feel good, everyone suffers." This pivotal realization came to her during the isolating times of COVID when many organizations faced unprecedented internal strains. Her exploration uncovered a startling truth: frustration, high turnover, and internal neglect significantly overshadow the crucial, often overlooked, daily victories—what she warmly terms "minor miracles.""Creating a story culture inside the organization means that everybody gets a chance to share," Merle tells us. She asserts that storytelling isn't merely a tool for external branding; it's a fundamental internal practice that empowers and energizes teams. Organizations thrive when their members regularly celebrate and share everyday successes, nurturing a vibrant, supportive environment where employees genuinely feel valued.Co-host Meico complements this viewpoint, highlighting the scientific backing for gratitude and shared appreciation within organizational cultures. "There's an imbalance between the inner and outer work," Meico adds, underscoring that prioritizing internal health directly enhances external effectiveness and longevity.Merle stresses the significance of clear, inspiring visions to unify teams. Distinct from missions, visions galvanize and energize individuals, aligning them toward a common, emotionally resonant goal. Without this internal alignment and continuous communication, organizations risk becoming fragmented and ineffective.As Merle puts it succinctly, "Everybody is doing good work, and so much of it is overlooked." By fostering a culture that values these contributions through storytelling, organizations not only enhance internal harmony but simultaneously strengthen their external appeal.In a sector often overshadowed by stress and burnout, Merle's powerful message is clear: genuine success and lasting impact come from nurturing the organization's internal sparkle. By adopting her insightful strategies, nonprofits can cultivate healthier, happier workplaces, ultimately leading to stronger, more impactful community outcomes!Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In the ever-evolving world of nonprofit leadership, one constant remains: the board meeting. Whether you're a seasoned executive or a new board member, mastering this essential component of governance can elevate your mission and impact. Cody Bender, Chief Product Officer at Boardable, joins us to unravel the practical strategies that make board meetings more efficient, inclusive, and effective.With over a decade of experience leading tech product innovation, Cody begins with the importance of meeting preparation, record-keeping, and adapting to change. But more than that, he reminds us that streamlining meetings isn't just about saving time—it's about maximizing mission delivery.“A well-crafted agenda is easier than you think,” Cody shares. “Structure it from moment one to moment two to moment three—and let your goals guide you.”Cody's key advice includes involving multiple stakeholders in creating agendas to line up expectations and foster engagement. He also points to the value of clear, clean formats over outdated templates and visual clutter.For today's nonprofits—where hybrid meetings & digital communication are the norm—accountability and access to records matter more than ever. “Don't let form override function,” Cody tell us. “You can keep the greatest records in the world, but if you can't get to them, you're in no better position than if you didn't do it at all.”From embracing shared platforms to avoiding the pitfall of overloading your board with too many tools, this informative conversation will give you many actionable items you're your nonprofit can use. And when you hear about Boardable's origin story, rooted in the real frustrations of board service, Cody brings a grounded, user-focused lens to the technology.Ready to transform your board meetings from mundane to mission-aligned? Watch this episode now and you'll realize smarter, more supportive board practices.#NonprofitLeadership #BoardManagement #DigitalGovernanceFind 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

Branding powerhouse Lyn Wineman, President and Chief Strategist at KidGlov.com, explores one of the most misunderstood yet essential components of nonprofit success: branding.Far from being just a logo or tagline, Lyn reframes branding as a dynamic, multi-layered ecosystem that can dramatically improve a nonprofit's visibility, trustworthiness, and fundraising effectiveness. Her agency's proprietary “brand pyramid” lays out the essential building blocks—starting with the organization's name, followed by the logo, tagline, messaging, visual identity, and finally marketing and advertising execution, which helps leaders see branding as a strategic foundation rather than a cosmetic afterthought.“Branding is one of very few things that can move the needle on everything you do,” Lyn says, emphasizing that a strong, consistent brand elevates all areas—from donor engagement to volunteer recruitment and even talent acquisition. She points to compelling data from NonProfit Pro showing that organizations with strong, consistent brands can increase their fundraising results by as much as 23%. That lift can be a game-changer!Yet despite these benefits, many nonprofit leaders are hesitant or ill-equipped to embrace branding. Lyn shares that for most, “just about the time you are sick of something—like, ‘I can't see that logo on my coffee cup one more time'—that's when your audience is just starting to get it.” Her lesson: internal fatigue with brand elements is often a sign of needed consistency, not a call for change.Lyn also introduces her upcoming book, ‘Untangling Spaghetti,' which outlines KidGlov's proven eight-step branding process. It's designed to demystify the process and give leaders a roadmap they can follow with or without agency support.Throughout the lively discussion, with host Julia Patrick, Lyn talks about those common barriers to branding—including outdated board attitudes, confusion about messaging, and the nonprofit sector's inclination to prioritize service delivery over strategic communications. But with the right tools and a clear roadmap, Lyn believes any organization can build a brand that reflects its mission, energizes its team, and drives lasting impact! #NonprofitBranding #MissionDrivenMarketing #SocialImpactStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this Fundraisers Friday conversation, hosts Julia Patrick and Tony Beall answer viewers questions, but also explore the vital importance of joy and authenticity within the nonprofit sector. Starting the fast-paced chat, the talk about the growing challenge of burnout, particularly among fundraising professionals, they offer up some strategies for stress management and maintaining personal authenticity amidst external pressures."There is a lot of joy in this work, despite the challenges," Tony says, in talking about the necessity of personal well-being in achieving sustainable success. Julia points to a notable trend: nonprofit leaders actively seeking joy by disengaging from stressful media, stepping away from negative news and crime dramas, and gravitating towards humor and fulfilling personal activities.Tony also introduces the powerful concept of fostering joy through intentional community gatherings, describing his local AFP chapter's decision to host events free of agendas or speakers, purely aimed at fostering genuine connections. Julia concurs, predicting that this innovative approach "is going to serve its members maybe better than they've ever served."Further into the conversation, they tackle the debated "Give or Get" board policy. Tony critically comments that true altruism from board members shouldn't require formal mandates, advocating instead for universal financial participation at any level. Julia offers a more nuanced viewpoint, acknowledging the potential limitations of such policies, quoting Sherry Quam Taylor who argues, "You leave money on the table" by setting strict minimum contributions.Throughout the discussion, Julia and Tony encourage fundraisers to thoughtfully define growth targets. They advise setting realistic, yet ambitious donor goals by assessing internal strengths and strategically leveraging them to maximize opportunities. Transitioning to skills crossover from for-profit to nonprofit sectors, Tony describes his support for sales professionals moving into fundraising, provided they have a passion for social impact, reinforcing that relationship-building remains pivotal across both spheres.Finally, addressing career progression, the duo explore the rising importance of the CFRE designation in the nonprofit fundraising space. Tony shares that CFRE is becoming increasingly expected as a professional standard, noting its role in elevating fundraisers' credibility. He humorously yet insightfully captures the trend: "More and more fundraisers see CFRE behind other people's names and think, 'I'm missing out if I don't do this also.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofits face inevitable financial technology changes—often with fear and resistance. In this vibrant discussion, Co-Hosts Julia Patrick and Sherry Quam Taylor welcome Buu-Linh Tran, Senior Vice President of Financial Solutions at JMT Consulting, to demystify this daunting process. Buu-Linh emphasizes adopting a phased approach to make fintech transitions manageable and successful: "It's always easier to swallow when you break it down into phases," she starts, reinforcing the necessity for gradual implementation to foster greater team acceptance.Buu-Linh describes how "your system is a continuous improvement," explaining how launching new technology is just the beginning. Ongoing adaptations, updates, and training are vital for maximizing a system's effectiveness. This process isn't limited solely to technology—it encompasses organizational policies, procedures, and even culture. She also addresses the critical step of the "cutover"—transitioning data from old systems to new—which must be methodically planned to minimize downtime and disruptions.A key challenge nonprofits encounter is communication between departments, particularly finance and fundraising. Systems integration is essential here. As Buu-Linh explains, seamless integration between donor management software and financial systems prevents discrepancies that confuse stakeholders, especially board members, who rely on unified dashboards that clearly show both financial performance and mission outcomes.Speaking to the timing concern for system transitions, Buu-Linh realistically acknowledges, "There's really no good time to change," but stresses the importance of choosing a period of least disruption. Her practical insights guide nonprofits on strategically scheduling changes to avoid peak periods, audits, budgeting, or major events.This informative conversation also highlights JMT Consulting's Innovate 2025 conference, a dynamic annual gathering designed specifically for nonprofit finance professionals. Scheduled to be held in Nashville, it promises networking, technical training, and crucial thought leadership—creating powerful learning and collaborative opportunities."You really do need to get started," Buu-Linh urges us, encouraging nonprofits to proactively embrace fintech change as essential to organizational health and growth! #NonprofitTech #FinancialManagement #ChangeManagementFind 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

Learn how United Way leverages partnerships to annually reclaim tens of millions in refunds for San Diegans, dramatically impacting lives by providing stability, reducing stress, and fostering community strength.This lively chat with Nancy Sasaki, CEO of United Way of San Diego County, is about the transformative power of financial literacy. Nancy explains how United Way recognized financial stability as essential for community health. She begins with, “Financial security helps people feel stable and secure, and the pandemic clearly showed how critical this is.”Discussing their extraordinary collaborative effort through the Earned Income Tax Credit coalition with over 45 organizations, Nancy speaks to the surprising reality for underserved communities: “People who don't make much money often don't think they'll get taxes back, but they absolutely can.”This enlightening conversation brilliantly connects community needs, financial empowerment, and nonprofit innovation.#FinancialLiteracy #CommunityImpact #UnitedWayFind 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

Cohosts Julia Patrick and Tony Beall dig down into a topic that's equal parts provocative and practical: the often chaotic intersection between nonprofit CEOs and fundraising.Right out of the gate, Julia sets the tone: “I've seen this occur and I continue to see it occur... the CEO position and fundraising chaos—it can be a little intense, right?” That word—chaos—rings true for many nonprofit leaders who juggle major gift asks, team oversight, and community expectations.But leave it to Tony to cut through the storm with clarity: “Initially, I would say... the CEO is not your primary fundraiser, but they are the one that has the ultimate accountability for the success of fundraising.” With that, the conversation takes off, weaving through structures, leadership styles, and evolving titles e.g. Chief Development Officer, all with real-world empathy and experience.Tony points to the need for strategic involvement: “Every donor is in your portfolio to some degree.” It's not about micromanaging—it's about knowing when to step up and when to empower your team.And speaking of teams, Julia flags a common donor behavior that throws a wrench in delegation: “Higher level players want to meet with the decision-maker… they kind of discount the development people.” This dynamic often pressures CEOs to jump into ‘asks', sometimes prematurely.Tony offers a smart fix: don't surprise donors. “If we're bringing the CEO into the conversation, we need to do that before the ask.” It's about future-focused cultivation, not last-minute theatrics.They also tackle a hot-button issue—bonuses. Tony doesn't hold back: “My first reaction was: hell no.” But he tempers that with nuance, suggesting creative, non-cash incentives that support retention and morale.The episode also takes a heartful turn as Tony shares the trend of successful fundraisers being poached by the private sector: “They've moved into wealth management and financial advisor roles… that comparison is tough to compete with.”Packed with actionable thinking, reflective moments, and a dash of humor this convo is a must-watch for nonprofit teams assessing fundraising expectations. #NonprofitLeadership #FundraisingStrategy #CEOInsightsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

When you think about finance in the nonprofit world, does your mind immediately jump to spreadsheets and budget reports? What if we told you that finance could be transformed into a compelling narrative—one that connects numbers to mission impact? That's exactly what Neil Shah, an experienced interim CFO, is doing with nonprofit financial storytelling.Neil has spent years in the nonprofit sector, feeling the isolation that many CFOs experience. So, he took action, launching a nonprofit CFO roundtable where finance leaders could collaborate, share challenges, and gain insights from one another. “There aren't a lot of opportunities for nonprofit CFOs to connect and learn from each other,” Neil shares. “I wanted to create a space where we could problem-solve together.”One of the biggest challenges in nonprofit finance? Helping leadership and boards understand financial data in a meaningful way. Too often, financial reports become a blur of numbers, leaving stakeholders disconnected from their organization's financial reality. Neil argues that nonprofit CFOs must go beyond traditional reporting methods: “Financial storytelling is the blend of financial data and narrative—it's about showing where an organization has been, where it is now, and where it's going.”Neil talks about his methodology: By analyzing 10+ years of financial trends and utilizing AI tools, Neil helps organizations spot patterns that may be masked by one-time funding sources, such as PPP loans or emergency grants. Through clear charts, concise presentations, and a focus on only the most critical data points, he empowers nonprofit leaders to make informed strategic decisions.The magic happens when finance, development, and program teams work in sync, breaking down silos and aligning around a shared financial story. “Finance isn't just about numbers—it's about customer service within an organization,” Neil emphasizes. His approach transforms finance from a back-office function into a powerful tool for mission success.Want to shift how your organization communicates financial data? Check out Neil's nonprofit CFO roundtable at cfogroups.com and start telling a financial story that inspires action!#NonprofitFinance #FinancialStorytelling #nonprofitboardsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In a world often clouded by complexity, some journeys stand out as beacons of transformation and hope. This is the story of Andrea and Haril Kazindra, two young visionaries whose lives were forever changed by an internship and a friendship in Uganda, sparking the birth of Musana.org, an organization rewriting the rules of charitable giving.Andrea, just 20 and fresh from Colorado, found herself confronted with harsh realities in a Ugandan orphanage: children starving, stealing, and facing unimaginable hardships. Moved by the shocking discovery of corruption exploiting children's suffering for profit, she knew her path had changed forever. "I called my parents, I told them I'm not coming home—I'm staying to rescue these kids," Andrea shared passionately, and signifying the depth of her commitment.Meeting Andrea was transformative for Haril, too. He says, "Learning about her compassion and love for these children and wanting to fight for them to have a better life—that's what really touched me the most." Together, they uncovered a staggering truth: 80% of kids in orphanages worldwide aren't orphans but rather products of systemic poverty and exploitation.Realizing charity alone was insufficient, Andrea proffered, "Charity is not going to develop Africa. Business, enterprise, industry, investing in local people—that's truly going to create impact.” This philosophy guided their innovative model that has now educated over 8,700 students and provided healthcare to hundreds of thousands of patients through community-built schools and hospitals, driven entirely by locally-generated income.Their story isn't just one of success—it's a profound reflection on humility and empowerment. Haril shares, "If people can overcome egos and pride, a lot can be accomplished," underscoring their approach of mutual respect, cultural exchange, and local empowerment.Now, Musana's radical mission addresses root causes of poverty by investing in sustainable enterprise, not dependency. Andrea powerfully re-affirms their core philosophy: "Charity has not developed any country—it's business, enterprise, and industry that will create lasting change."The lessons from Musana challenge conventional philanthropy and call us to rethink our approach to global aid, emphasizing dignity, sustainability, and local ownership. #SocialEnterprise #CommunityEmpowerment #UgandaNonprofitsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this conversation we speak with Marty Bird, Director of Marketing at JMT Consulting, about successful nonprofit conference marketing strategies. Marty reveals insights from 16 years of organizing "Innovate," a premier event bringing together nonprofit finance professionals.The conversation explores how JMT has strategically evolved its conference over time, leveraging partnerships and innovative marketing to position itself as a thought leader in nonprofit finance. This fast-paced dialog, with host Julia Patrick, provides a robust blueprint for nonprofits seeking to reinvigorate their event strategies post-pandemic.Emphasizing the importance of networking at in-person conferences, Marty shares, "The networking opportunities are endless...finance professionals can discuss personally with us or with their peers; they don't feel so alone."Marty speaks to the significance of careful sponsor selection and the meticulous matching of clients with relevant sponsors, to enhance the experience for everyone involved. He also talks about the value of hiring experienced event planners and staying agile to adapt content to industry changes, saying, "We're giving them permission to talk to one another—to relate—and sometimes that's all it takes with introverted individuals."If you're thinking or planning an ‘in-person' event or conference, you'll want to pay close attention to Marty's savvy advice!#NonprofitEvents #ConferenceMarketing #nonprofitmarketingFind 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

Ever wonder what happens when creativity, heart, and savvy branding come together? Julia ‘Patrick' and Kay ‘McDonald' team up on Saint Patrick's Day to deliver a spirited exploration of nonprofit cause marketing, shining a spotlight on the sparkling world of Charity Charms. As Julia quips, "What do you get when you have a McDonald and a Patrick coming together on Saint Patrick's Day? This is gonna be a barn burner!" True to her words, this conversation will ignite a spark of inspiration for you.Kay McDonald, founder and CEO of Charity Charms, ‘charmingly' explains her innovative approach: turning nonprofit logos into wearable stories that connect supporters, nonprofits, and businesses. She highlights, "We encourage the charity to align with a corporation to underwrite their program," demonstrating the mutual benefits of purposeful collaboration. Julia adds, "As a business owner, we're always looking for ways we can align ourselves to things we believe in."From binary bracelets teaching STEM to young girls with the Dottie Rose Foundation, to empowering domestic violence survivors alongside Arizona Facial Plastics, Kay's partnerships prove that branding can be both powerful and purposeful.Together, Julia and Kay dive into the essentials of strategic alignment, contracts, branding benefits, and the evolving expectation that businesses must contribute meaningfully to social good. Packed with humor, wit, and actionable insights, this session will charm anyone passionate about partnering business with social impact.#CauseMarketing #NonprofitInnovation #PurposeBrandingFind 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

Corporate Social Responsibility (CSR) is becoming increasingly critical for both corporations and nonprofits. Our cohosts dig into the nuances and potential of CSR partnerships. Cohost Tony Beall begins by defining CSR as "what organizations commit to in terms of how they want to represent their brand to the community," encompassing environmental, ethical, social, philanthropic, and economic responsibilities.The duo discuss the strategic importance for fundraisers to understand these distinct CSR pillars to enhance their approaches. Cohost Julia Patrick admits, "I just lumped it all together," pointing to the common mistake nonprofits make. Tony expands on this concept, describing how nonprofits must align specifically with a company's CSR goals to effectively establish mutually beneficial relationships.The discussion explores the intersection between CSR and cause marketing. Tony differentiates the two clearly: "CSR is focused on doing good as part of the business operation…cause-related marketing is how you express what's happening, how you engage customers."Ethical alignment also becomes central in the conversation, citing the value for nonprofits to choose corporate partners whose activities align with their mission and values. Julia speaks to the weight of ethical decisions and the challenge when nonprofit leaders reject lucrative but misaligned partnerships. Tony concurs strongly, remarking, "You have to have those standards within your organization." The two also talk about the practical need for clearly articulated agreements through ‘Memorandums of Understanding (MOUs)', described as a necessary "formal handshake". This formality, rather than inhibiting relationships, provides clarity and aligns expectations, further nurturing  a more sustainable corporate partnership. Finally, they emphasize relationship nurturing and the critical importance of asking corporate sponsors about their reporting and engagement preferences. Tony says powerfully: "It is so important that we understand what is valuable and important and motivates the individual donors and the corporate supporters."Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofits, the landscape is shifting under your feet, and the urgency to act has never been clearer. Hatsy Cutshall, Director of Government Awards Management at Your Part-Time Controller (YPTC), joined us to deliver an urgent message: communication and clarity are your best defense in these chaotic times. With executive orders rapidly reshaping your funding environment, understanding the roles of federal agencies such as the Office of Management and Budget (OMB) is no longer optional—it's crucial for survival. Hatsy emphasizes, “Never assume that if you've got questions, don't assume one way or the other. Ask those questions because it's better to know up front.” The federal funding landscape is complex, and failure to act proactively can result in detrimental consequences.Hatsy highlights the critical importance of proactive communication with federal program officers, underscoring their role as partners rather than adversaries. Nonprofits should connect with these officers to clarify expectations, understand legal jargon in contracts, and adapt programs quickly in response to shifting circumstances. According to Hatsy, "Program officers are there to partner with you and help you succeed.”This chaotic environment doesn't only affect nonprofits directly receiving federal funds. Hatsy clearly warns that the impact trickles down, influencing state and local funding channels. Every nonprofit is vulnerable. Ignoring the warning signs can lead to missed opportunities, funding losses, and compliance disasters. The time to engage is now. Reach out proactively, communicate clearly, and build strategic relationships with federal program officers who are your allies, not your adversaries!#NonprofitAlert #FederalFundingFind 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 sector is undergoing a seismic shift. More and more rising professionals are being tapped for executive leadership—but are they truly prepared? Enter Brian Quail, an accomplished CEO, consultant, and author of The Ultimate Guide for New Nonprofit CEOs. In this conversation, he unpacks the realities of stepping into nonprofit leadership and why 50% of new CEOs fail within their first eight months on the job!"Boards don't know how to onboard new CEOs—and they never will," Brian begins. "That's not why they were recruited. But what they can do is embrace a framework that ensures success from day one."His ‘Five Frameworks Approach' provides an actionable roadmap, from mastering the first 90 days to understanding financials, donor relationships, and board engagement. He also underscores a major leadership gap forming due to 10,000 Baby Boomers turning 65 every day until 2030, leaving a vacuum in leadership.As Brian points out, “Being a nonprofit CEO isn't about waiting for a title—it's about stepping up and leading from the very first day.”This fast episode is a game-changer for current CEOs, aspiring executives, board members, and leadership teams. If you want to stop the high turnover trend and build resilient leadership, don't miss Brian's expert insights.  #NonprofitLeadership #CEOOnboarding #LeadershipSuccessFind 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