The Nonprofit Show

Leadership transitions don't have to be terrifying revenue cliffs. In this conversation, Travis Craddock, CFRE and Founder of Craddock Strategies, reframes interim development leadership as a powerful strategic advantage—not a temporary patch.Too often, organizations view interim fundraising support as “a warm body in an empty seat.” Travis challenges that mindset directly. “It prevents rushed or misaligned hires that can be expensive,” he explains, positioning interim leadership as a disciplined pause that protects both donor relationships and long-term revenue health.Fundraising is built on trust. When leadership shifts, donors notice. Travis prioritizes immediate communication, transparency, and clarity so nothing falls through the cracks. Renewals are tracked. Grants are monitored. Donors are reassured. Strategy stays in motion.But here's where the real opportunity emerges.An interim professional arrives without emotional baggage. That means clearer data analysis, honest conversations about ROI, and strategic evaluation of legacy traditions. Should the gala continue? Is it delivering meaningful return? Are event attendees being cultivated into major donors? These are business questions—asked gracefully, but directly.Travis describes himself as “gracefully honest,” and that honesty becomes catalytic. Interim work isn't simply maintenance. It's an opportunity to elevate roles, revise job descriptions, shift from event-driven tactics to relationship-based fundraising, and align hiring with long-term strategic direction.He emphasizes data-driven decisions, CRM fluency, relationship-centered fundraising, and partnership with CEOs and boards. In many cases, he becomes the strategic driver—project-managing fundraising momentum while executives focus on mission execution.Three months may be the minimum engagement window. Six months may be ideal. But within that time, organizations can stabilize revenue, recalibrate strategy, build infrastructure, and hire with intention.Anything is possible when nonprofits embrace transition as transformation! 00:00:00 Welcome and Introduction to Interim Fundraising 00:02:30 What Craddock Strategies Provides Nonprofits 00:04:03 Interim Leadership Beyond a Temporary Fix 00:06:48 Expanding the Definition of the Fundraising Team 00:09:21 Strategy Versus Firefighting in Development 00:11:09 Evaluating Events and Return on Investment 00:14:18 Communicating with Donors During Transition 00:17:18 Hiring Timelines and Interim Engagement Length 00:18:32 Revising Job Descriptions to Match Strategy 00:23:01 Technology Investment and Infrastructure Mindset Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

A visit with Doug Chapiewsky, CEO & President of Kanso Software, and Cameron Bowman, CAAS Solutions Consultant at JMT Consulting, for a fast-moving, systems-first conversation on one thing every nonprofit runs on: trustworthy data.Cameron frames the moment we're in as “the golden age of software”—more tools, more dashboards, more integrations, and more AI than ever before. But that abundance comes with a price: fragmented systems, duplicated entries, and competing versions of the same truth. His fix is refreshingly operational. Data integrity isn't a buzzword; it's a checklist: accurate, complete, consistent across systems, timely, and traceable/auditable. When any one of those breaks, nonprofits pay for it in grant compliance headaches, restricted-fund confusion, audit stress, and board decisions made on shaky information.Doug brings the lens of housing—where data errors don't just create inconvenience; they disrupt funding, compliance, and real people's stability. Kanso's mission is to simplify a highly regulated, high-stakes domain where sensitive data is everywhere and staffing capacity is often thin. As Doug puts it, “Trust outweighs technology… and if we don't have that trust, it really gets right to your mission.” The episode drills into the reality that single-vendor “one system does it all” is fading fast; modern organizations operate in an ecosystem. That's why both speakers prioritize open systems paired with serious guardrails—especially when handling social security numbers, income data, and family composition.The conversation turns tactical with a Business Process Review (BPR): mapping where data originates, how it moves, who owns it, what controls exist, and where manual workarounds (shadow spreadsheets, email approvals, offline tracking) weaken audit trails and invite risk. Cameron lands a line every operations leader should post near their monitor: “Technology will amplify your process. It won't correct your misaligned workflows.”Finally, the duo urge nonprofits to build a cadence—monthly, quarterly, at least annually—to revisit processes, configuration, and integrations as funding rules, reporting needs, staff, and tech keep shifting. The message is clear: clean data isn't a finance luxury—it's a mission accelerant.#TheNonprofitShow #NonprofitTechnology #DataIntegrityFind 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 lean into a timely business truth: nonprofit sustainability is built as much through belonging as through budgets. Cohosts Julia C. Patrick and Tim Sarrantonio welcome Rachel D'Souza, Founder and President of Gladiator Consulting, for a conversation that reframes community-building as a practical growth strategy for donors, volunteers, staff cohesion, and long-term resilience.Rachel describes nonprofits as one of society's last best “third spaces”—those informal gathering places that used to create trust across differences. With remote work, the pandemic's aftershocks, and algorithm-driven polarization, many people have fewer natural pathways into civic life. That shift creates risk for organizations relying on legacy participation habits. It also creates opportunity: nonprofits can intentionally become the place where people reconnect around shared purpose and shared outcomes.The discussion moves from theory into operating reality: boards at impasses, teams facing funding gaps, and leaders stuck in fight-flight-freeze. Rachel offers a pragmatic path forward—start with shared facts, clarify who holds which decisions, and practice disagreement before the stakes spike. “If you want to be better at conflict, that means you have to practice it, just like anything else,” she said, recommending simple meeting exercises that build the muscle of respectful debate.Tim grounds this in organizational dynamics leaders recognize instantly: misalignment between finance and fundraising can derail systems decisions, contracts, and staff trust—without anyone “hating” anyone. The fix is not heroics; it's earlier conversations, shared language, and a commitment to being in the room together.Rachel draws a bright line leaders need: discomfort is part of growth, but it is not the same as harm. When emotions run hot, the first move is often a pause—reset the temperature so people can listen to process, not just respond. This convo offers a hopeful business case: build community on purpose, and capacity follows. 00:00:00 Welcome and why community building matters right now 00:02:10 What Gladiator Consulting does and why “belonging” drives results 00:04:30 Nonprofits as “third spaces” and the business opportunity 00:06:10 Tim's real-life example of nonprofit spaces creating connection 00:08:00 Invitation culture making people feel welcome 00:10:10 People give through nonprofits and identity-based connection 00:11:30 Practicing conflict in meetings before stakes rise 00:14:05 Finance and fundraising misalignment as an operational risk 00:16:20 Shared clarity who decides what and why it matters 00:22:20 Pause tactics discomfort vs harm and moving forward #TheNonprofitShow #NonprofitLeadership #CommunityBuildingFind 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

Starting a new role as a nonprofit's fundraiser can feel like stepping onto the field mid-game—high expectations, limited time, and a lot of “what happened before I got here?” On this Fundraisers Friday, cohosts Julia C. Patrick and Tony Beall offer a practical, confidence-building roadmap for what a new development officer should focus on in the first 30 days—with the business realities of nonprofit revenue, relationships, and systems front and center.Julia sets the tone with honesty and heart, and Tony brings the steady reassurance every new fundraiser needs: “It's all about listening, learning, and building trust in your first 30 days.” From there, they lay out the early priorities that protect both results and stamina. First: get anchored in the mission. Tony makes the point that mission alignment isn't sentimental—it's operational. If you don't truly connect with the purpose, the work becomes an uphill climb.Next, they move into relationship strategy: creating a thoughtful internal and external “relationship tour” so you can meet leadership, board members, and key stakeholders the right way. The emphasis isn't speed—it's sequence, context, and smart preparation so those early conversations build momentum instead of misunderstanding.Then comes the systems side: CRMs, reporting, access issues, and the real-world obstacles that appear when prior staff have departed. Tony offers a realistic view of getting up to speed quickly, and Julia adds the on-the-ground reminder that you'll be meeting people immediately—so you'll need to document interactions in the CRM from day one.Finally, they elevate culture as a performance driver. Julia notes how pressure often lands on the development officer as “the savior,” and Tony reframes it: fundraising works best as a team effort, not a solo canoe trip. As Julia puts it, “It's the nucleus of the whole organization.” If you're new in the seat, this episode gives you both direction and permission: respect the past, build trust first, and then earn the right to recommend change. 00:00:00 Welcome to Fundraisers Friday 00:01:00 First 30 days focus for a new development officer 00:02:40 Mission alignment why it matters on day one 00:06:40 Relationship tour CEO board and key stakeholders 00:11:50 Systems and CRM access reporting and ramp up 00:15:40 Visibility scan marketing segmentation and social presence 00:18:00 Respect history build trust then recommend change 00:19:40 Fundraising pressure and why it must be a team sport 00:21:20 Culture shifts and board leadership impact 00:24:00 How to learn culture by asking better questions 00:26:10 Tony offers a 30 60 90 plan for development roles 00:28:10 How to request the PDF and episode close Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Sunsetting a nonprofit is one of the most difficult decisions a board and executive team can face. Erin McPartlin, Principal of Erin McPartlin Consulting, guides leaders through the strategic and compassionate realities of organizational closure.Host Julia Patrick opens the conversation by acknowledging the emotional weight of the topic. Closing an organization can feel like failure. Yet Erin reframes the discussion: sometimes the healthiest business decision is an intentional ending. Whether an organization has achieved its mission, become operationally stagnant, or reached financial unsustainability, the question is not just when to close—but how to do so responsibly.Erin outlines three common scenarios: mission accomplished, operational decline with weak infrastructure, and full financial unsustainability. In many cases, boards wait too long to confront the truth. “If you get to that point where you're now saying, we need to look at should we stay open or not, you're probably past the decision point,” she explains. That delay often stems from intermittent success—a returning donor, a new grant, a compelling impact story—that keeps leadership hoping for a turnaround.From a governance standpoint, Erin emphasizes four pillars: people, communication, finance, and risk. Boards must fully engage, understand cash flow, assess liabilities, calculate burn rate, and evaluate runway. The most important question becomes, “What is the cost of our inaction?”Rather than allowing an abrupt collapse—locked doors and shocked staff—Erin advocates for a structured 4–6 month minimum runway. This deliberate process allows nonprofits to respect employees, honor donor commitments, manage restricted funds, and protect community trust.The episode closes on a powerful idea: the “elegant ending.” By planning intentionally, nonprofits can celebrate their impact, transfer knowledge, mentor peer organizations, and potentially redistribute remaining funds to aligned missions. “It's preserving the public perception and preserving the positivity in the work that this organization did,” Erin shares.Closing well is not defeat. It is stewardship.#NonprofitManagement #BoardGovernance #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

On this Fundraisers Friday, our cohosts lean into one of the most nuanced and professionally demanding areas of nonprofit leadership: donor research, privacy, ethics, and gift acceptance policy. For nonprofit executives, development leaders, and board members, this episode functions as a governance workshop disguised as a conversation. The message is clear: professionalism in fundraising is not just about revenue—it is about trust architecture, long-term credibility, and disciplined leadership.In a fundraising ecosystem shaped by rapid technological change, cloud-based systems, and evolving donor expectations, the conversation moves beyond tactics into governance and risk management. Julia Patrick sets the tone by noting that philanthropy is in an exciting era—but it demands more strategic thinking. Tony Beall echoes that reality, sharing that even experienced leaders must continually refine their understanding because the landscape keeps shifting.At the center of the discussion is a powerful reminder: “Research isn't surveillance so much as it is stewardship,” Tony explains. Just because information is available does not mean it should be used. Fundraising professionals must balance data access with relational integrity. As Tony adds, “A donor doesn't want to feel studied. They want to feel understood.”The cohosts explore practical implications:• Who has access to donor data internally and externally • The responsibility of third-party vendors and contract review • Data breach planning and crisis communication • Transparency with donors about how their information is protected • Retention policies for lapsed donors • Recognition preferences and anonymity in sensitive mission areasPerhaps the most thought-provoking segment addresses gift acceptance policies. Tony offers a clarifying principle: “A gift acceptance policy isn't anti-donor, it's pro-mission.” Without policy, organizations invite inconsistency and risk. With policy, staff are protected from making moral judgment calls alone, and mission credibility remains intact.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

If your nonprofit's checking account looks “healthy,” this episode is your friendly wake-up call: bank balance is not the same as real liquidity. Carole Santilli, CPA, Manager at Your Part-Time Controller (YPTC) Philadelphia, joins us to help leaders, board members, and development teams stop guessing and start managing cash with clarity.Carole lays out why the bank statement can be “the worst place to look” when assessing what you truly have available to spend. The heart of the conversation is the difference between true operating cash and restricted or conditional funds—money that may be sitting in your account but is already spoken for by purpose, timing, or requirements (like matching). A scholarship grant, a multi-year commitment, or a conditional advance can create the illusion of being flush, even when operations are tight.From there, the discussion turns practical: separate accounts for restricted funds, monthly reporting that keeps everyone honest, and board-level transparency that supports smarter decisions and stronger trust with funders. Carole also reinforces a widely used benchmark for stability: nonprofits should aim for three to six months of operating cash on hand—but only after restricted dollars are set aside.Forecasting takes center stage as the real “business muscle” here. Budgets are approved and static, but reality shifts: events move, grants arrive late, reimbursements lag, expenses climb with inflation, and unexpected costs (like snow removal or insurance increases) show up fast. Carole's message is consistent: forecast monthly, watch variances, and adjust early—before panic becomes policy.And for boards? She makes it plain: financial oversight isn't a passive role. Ask the “annoying” questions, understand obligations, and engage early in meetings while energy is high. As Carole puts it, “You can't support the mission if you don't have the funding and the resources.” She also reframes audits as a credibility asset: “Look at this as another tool in your toolbox” to reassure funders that your organization is well-run.This episode is a strong reminder that calm, disciplined financial practices protect mission momentum—especially when life throws curveballs.#NonprofitFinance #CashFlow #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Planned giving isn't a “sign the paperwork and move on” moment—it's a decades-long business strategy that demands discipline, systems, and relationship leadership. James Goalder (Partnerships Manager, Bloomerang) reframes planned gifts as the start of a longer stewardship cycle, not the finish line.James tackles a mindset shift many organizations need right now: once a donor includes you in a will or trust, your responsibility actually accelerates. As he puts it, “for planned giving and for planned gifts, that's really when the job is started.” Why? Because life changes, priorities evolve, and estate documents can be revised. The winning move is not celebration alone—it's consistent, intentional connection that protects donor trust over time.From there, James lays out three practical pillars that turn long-range stewardship into a repeatable operational system: information management, message delivery, and relationship management. He makes the business case for documentation as the backbone of continuity in a sector where staff turnover is real. “If it's not in the CRM, it doesn't exist,” he says—because the next person must be able to step in and carry the relationship forward without scrambling.The conversation also moves beyond transactions into brand, messaging, and donor experience. Planned givers want to feel like insiders—part of a shared long-term vision, not an ATM. James warns that a “crisis culture” can weaken confidence fast, especially when donors have endless choices. Strong organizations communicate purposefully, listen more than they talk, and match touchpoints to donor preferences (email, coffee, events, family involvement when appropriate).Finally, James reminds us that planned giving isn't reserved for the ultra-wealthy. The most inspiring legacy commitments can come from unexpected champions who love your mission and want their impact to continue well into the future. 00:00:00 Welcome and why this “decades-long” topic matters 00:01:10 What a Partnerships Manager sees across the sector 00:02:45 Planned giving is the start of the work, not the end 00:05:10 Why wills and trusts can change over time 00:07:10 Who belongs in the stewardship circle (family, advisors, accountants) 00:10:45 The 3 pillars: information management, message delivery, relationship management 00:11:40 “If it's not in the CRM, it doesn't exist” 00:13:10 Messaging that builds belonging, not transactions 00:16:45 Relationship preferences and consistent touchpoints 00:21:25 Taking over a portfolio and the magic question: “Why us?” 00:23:05 Smart donor handoffs and being one link in the chain 00:28:10 Planned gifts can come from everyday champions #PlannedGiving #DonorStewardship #TheNonprofitShow 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

Job searches in the nonprofit sector aren't just about “what's next” anymore they're about navigating a labor market that feels equal parts opportunity and uncertainty. We visit with Dana Scurlock, Managing Director of Staffing at Staffing Boutique, to talk about what's really happening on both sides of the hiring desk and how nonprofit professionals can compete with more strategy and less stress.Dana describes today's market as “a little bit of everything,” explaining why so many experienced professionals are staying put. She introduces a newer trend she's seeing across industries: “job hugging” where talented mid-level and senior candidates hold tightly to stable roles, making it harder for nonprofits to recruit proven performers and slowing down the pace of hiring. At the same time, organizations are being more cautious with budgets and taking longer to hire, sometimes choosing a vacancy over a rushed decision.Then the conversation turns to modern job-search tactics and what nonprofits should expect from candidates (and vice versa). Dana makes the business case for tailoring every application, just like fundraising requires tailored outreach: fewer applications, better aimed. She also shares how AI tools can help candidates align resumes with recruiter keyword searches so the right experience actually shows up when hiring teams search. As Dana puts it, “AI really can be a helpful assistant when it comes to building your resume and optimizing your resume for some of the Boolean and keyword searches.”One of the most eyebrow-raising moments is the rise of the one-way video interview: candidates recording answers to prompts without a live interviewer. Dana and host Julia Patrick react strongly to what that may signal about candidate experience and employer brand. Dana frames it plainly: “It affects your brand, it affects your ability to retain staff.” From virtual first-round interviews to smarter follow-up emails, the big takeaway is clear: nonprofit hiring is evolving fast and the organizations that treat recruitment like a core business function will win better talent.#TheNonprofitShow #NonprofitCareers #NonprofitStaffingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Jeffrey R. Wilcox, President and Chief Learning Curator of Third Sector Company, and Nancy Bacon of Nancy Bacon Consulting—provide a timely conversation on interim leadership as a smart business move for nonprofits.Nancy shares the findings from their recently completed report on Interim Leadership and how it was built through deep listening—town halls, surveys, and focus groups with interim experts across North America—to capture what the field is becoming. The result: a sector-wide definition that positions interim leadership as an intentional, mission-centered intervention at a pivotal moment—built to stabilize operations, guide people through change, and set up the next leader for success.Jeffrey makes the business case with unmistakable clarity: “Interim is an investment. It is not an expense.” Rather than a temporary human resource fix, the work addresses a major risk facing nonprofits: executive attrition and leadership transitions that aren't planned. Boards that treat a transition like an emergency hire often trade speed for stability—then pay for it later in culture strain, staff churn, and stalled momentum.The conversation lifts the role of language in board decision-making. Both guests emphasize that clear expectations reduce fear and prevent “accidental interims” created by rushed succession. Jeffrey shares a simple framework interims consistently bring: clarity, capacity, and confidence—so boards can move forward with shared reality instead of conflicting perceptions.Finally, the episode widens the lens: interim leadership is expanding beyond coastal hubs, accelerated by COVID-era shifts and virtual capacity, allowing experienced leaders to support rural and smaller communities that need strong nonprofit operations the most.If your organization is thinking about succession—or avoiding it—this conversation offers a practical, mission-forward way to treat leadership change as a moment to strengthen the business engine behind the mission.#TheNonprofitShow #NonprofitManagement #SuccessionPlanningFind 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 C. Patrick and Tony Beall tackle a fundraising trap that quietly keeps nonprofits stressed and stuck: betting everything on one revenue source. They call it “The Egg or the Basket”—and the message is clear: your mission can't ride on a single lane of funding.Tony frames revenue diversification in plain business terms: build multiple revenue streams that fit your mission, your market, and your organization's maturity. If one stream slows down or disappears, you're not forced into panic-mode program cuts. Julia reinforces that there's no one-size-fits-all formula; the mix should shift based on life cycle, community behavior, and capacity.They walk through a sample revenue mix and why it often surprises teams. Individual giving typically sits as the largest slice, and Tony points listeners to Giving USA as a useful reference point for understanding how national trends compare to your own results. Grants, while important, can be unpredictable—especially for newer organizations. Tony offers a reality check for early-stage nonprofits: many funders want proof of concept, years of services delivered, and sometimes matching funds before larger awards are on the table.Then they move into earned revenue and enterprise conversations—where boards may push for a café, thrift store, gallery, or other venture. Julia notes these choices come with real accounting and cost structures that must be managed like a business line, not a side hobby.Finally, they bring it home with practical governance tools: reporting, dashboards, benchmarking, and scenario planning so teams can pivot intentionally. As Tony puts it, “You need good data to help you understand how to diversify your revenue stream and what that mix should look like.” And Julia warns against board-driven wish lists that development teams are told to execute after the fact: “That's just…a recipe for disaster.”#NonprofitFundraising #RevenueStrategy #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

AI isn't a “someday” conversation for nonprofits anymore it's a right-now operational decision with governance, risk, and staff behavior at the center. Joshua Peskay, Co-Founder of Meet the Moment, joined Julia C. Patrick to talk about the practical reality nonprofits are facing: AI adoption is already happening inside your organization whether leadership has planned for it or not.Joshua frames the moment with a clear warning and a workable path forward. Too many nonprofits, he says, are bumping into “governance immaturity” the missing pieces that turn AI from a productivity boost into a liability. Think policies, staff learning, data classification and handling, and vendor risk review. Instead of debating whether AI is allowed, Joshua urges leaders to start by accepting the current state and then managing it with intention. As he puts it, “Artificial intelligence is happening and it is happening incredibly fast… the water is coming down the mountain.”The duo reinforce what many executives have observed: when organizations ban AI, staff still use it they just do it quietly, creating silos and exposure. Joshua connects that to a familiar cybersecurity pattern: shadow IT. People work around constraints to get the job done, especially in a sector that's under-resourced, remote, and mission-urgent.The forward-looking takeaway is refreshingly actionable: start with the AI tools already inside your protected environment. If your nonprofit runs on Microsoft 365 or Google Workspace, use Copilot, Gemini, or NotebookLM as your baseline so staff can work with guardrails. For anything outside that ecosystem, require a business case and a review process. Then, build a learning culture where staff share what's working, what's failing, and what's safe.Joshua also brings urgency from the risk landscape, noting nonprofits are attractive targets because of sensitive data and typically weaker security. 00:00:00 Welcome and why AI is the topic right now 00:01:26 What Meet the Moment does for nonprofits 00:03:20 The real issue governance maturity and policies 00:05:04 When nonprofits ban AI staff use it anyway 00:06:08 The water down the mountain analogy 00:07:53 Why nonprofit community learning matters 00:11:23 The square wheel paradox and making time to learn 00:13:32 Readiness vs reality and starting from current state 00:15:17 Use the AI already in your protected workspace 00:18:39 Shadow IT and work from home risk 00:21:42 Why nonprofits are attractive cyber targets 00:24:52 Donor spreadsheets and why “hope is not a strategy” #TheNonprofitShow #NonprofitManagement #AIgovernanceFind 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 visit with Kate Berkey, a StoryBrand guide for nonprofits, to talk about something that affects every organization's bottom line — whether they realize it or not: clear messaging. Or more specifically… what happens when we don't have it.Kate opens with a reality check that's hard to ignore: many nonprofits are unintentionally leaving money on the table simply because their communication is confusing. Not wrong. Not poorly intentioned. Just unclear. And as she shares a phrase that sticks with you, “If you confuse, you lose.”Using the StoryBrand framework, Kate explains how humans are wired for story, not information overload. The model is simple and familiar: a character wants something, faces a problem, meets a guide, gets a plan, takes action, and moves toward success while avoiding failure. The big shift for nonprofits? Your organization is not the hero — your donor or the person you serve is. Your role is the guide. When that dynamic clicks, messaging becomes more relatable, more actionable, and far more effective in fundraising.Kate also shines a light on a common nonprofit habit: using big, feel-good language that sounds meaningful internally but leaves outsiders scratching their heads. Phrases like “empowering human flourishing” may feel inspiring in a strategy session, but they create mental work for donors who are just trying to understand what you actually do and how they can help. Clear messaging makes it easy to say yes.The impact goes beyond fundraising. When your message is tight and repeatable, staff, volunteers, and board members gain confidence. They stop fumbling when someone asks, “So what does your organization do?” and start becoming natural ambassadors in everyday conversations.Kate wraps with a real-world story of a volunteer event that had heart, energy, and great intentions — but lost momentum because it delivered too much information and ended with multiple calls to action. The result? Confusion instead of commitment. Her fix is beautifully simple: one clear story and one clear ask.If your organization has ever struggled to explain what you do in a way that sparks action, this conversation is a must-watch. #Storytelling #NonprofitMarketing #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

What does it take for a nonprofit to grow from “we're getting by” to “we're building a real engine for impact”? In this energizing conversation, Julia Patrick sits down with Sherry Quam Taylor of Quam Taylor to talk about what nonprofit leaders should truly focus on in 2026 if they want sustainable, strategic revenue growth.Sherry starts with a bold challenge: stop letting scarcity run the organization. Not as a motivational poster idea, but as a practical leadership decision. Her favorite starting place is a deceptively simple exercise: take the strategic plan and price it out honestly. Not the “squeak by” version. The real version. Reserves. Living wage salaries. The marketing role you never replaced. Staff development. The tech you keep postponing. When leaders finally put the full need on paper, something shifts from fear to possibility, because the organization can now align revenue goals to an actual plan.From there, Sherry calls out one of the biggest growth blockers in the sector: trying random tactics instead of committing to a planned strategy. As she puts it, “If we align our hours to dollars… there's actually a math equation that gets to that.” That's the business of nonprofits in one sentence: staffing, activities, and fundraising effort must match the revenue destination.Then she brings it home with a refreshing reminder that modern fundraising still wins through relationships. Not stiff, over engineered emails and performative professionalism, but real human connection. Sherry has a simple mantra her clients keep on sticky notes: “Talk like a human.” She explains that both funders and nonprofits want the same thing a genuine conversation with the people behind the work. In a world where messages all start to sound the same, authenticity becomes a competitive advantage.Finally, she makes a case for something too many organizations avoid: asking for help and budgeting for it. Growth requires investment in expertise, capacity, and support systems, and boards should be champions of that, not roadblocks.If your nonprofit is ready to fund the plan you actually want, not the one you can barely afford, this episode will leave you with momentum and a smarter path forward. #TheNonprofitShow #NonprofitManagement #FundraisingStrategy Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofit leaders are staring down a new funding reality and Ben Cooley, CEO of Maxwell and Marie, arrives with the kind of energy that turns anxiety into action. In this conversation, Ben makes the case that “development” is no longer a department it's a shared posture across the whole organization. When revenue streams shift and donor expectations rise, sustainable growth comes from culture, systems, and a leadership voice that people trust.Ben draws on his own path scaling a nonprofit from a basement operation to work across 12 countries, with dozens of offices and nearly 1,000 staff. That experience fuels a blunt message for today's moment: government and institutional funding patterns have changed, high net worth giving is evolving, and donor behavior is more selective than ever. The solution is not panic, it's diversification and public fundraising strength that can weather storms.The discussion challenges the way nonprofits talk about donors. Ben and host Julia Patrick point toward a refreshed mindset where supporters increasingly behave like philanthropic investors, expecting clarity, measurable outcomes, and proof of execution. Stories still matter, but numbers and outcomes must become part of everyday language, not just a grant report.Ben's rallying call is cultural and operational. “Your resources are in your relationships,” he says, and that means every staff member can contribute to growth. His mantra is simple and powerful: “Everyone needs to be a fundraiser and everyone needs to be a friend raiser.” The conversation also moves into stewardship, where gratitude becomes a strategy, not an afterthought. Ben shares an unforgettable reminder that systems create results, and leadership sets the tone for momentum.If your organization is wondering how to meet goals in uncertain times, this inspiring convo offers a strong playbook: build rhythms, modernize engagement, prioritize relationship-based growth, and lead with hope that moves people to act. 00:00:00 Welcome and why mindset matters in fundraising 00:02:05 What Maxwell and Marie does and Ben's scale up experience 00:03:36 Why funding streams are fragile and revenue diversity matters 00:04:50 Government and institutional funding shifts and what it means now 00:06:39 High net worth donor behavior change and impact measurement expectations 00:08:26 Storytelling plus metrics moving from emotion to proof 00:11:09 Development is everyone's job fundraiser and friend raiser culture 00:15:29 Stewardship after peak giving season keeping donors engaged year round 00:18:16 Donor perspective charity ratings innovation and why donors choose you 00:18:40 Gratitude systems the thank you call that changed giving 00:21:25 Leading in hard times language culture and rallying the team 00:27:20 Time of action get visible practice the ask and adapt fast #TheNonprofitShow #NonprofitFundraisingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

This lively Fundraisers forum delivers real-world guidance on the operational side of fundraising and nonprofit management. Cohosts Julia Patrick and Tony Beall tackle a range of audience-submitted questions that reflect the day-to-day realities facing development professionals and nonprofit leaders.The conversation opens with a thoughtful discussion about who should pay for professional association memberships, such as AFP. Tony makes a compelling case for organizational investment in staff growth, noting that these memberships provide far more than education. They create peer connection, shared problem-solving, and emotional support in a profession that can often feel isolating. Julia reinforces this with a story from a local chapter event where a fundraiser left feeling renewed and ready to keep going — a reminder that community can directly influence staff retention and performance.Next, the cohosts address a governance question many nonprofits wrestle with: who sees the strategic plan and fundraising goals? Tony outlines a clear division of roles. Boards and senior leadership help establish the goals, while staff design the strategies to achieve them. Most importantly, these plans should be communicated organization-wide. As Julia puts it, “if people don't know where the organization is headed, they can't help move it forward.”Email communications strategy also gets attention, with insights on sender credibility, leadership visibility, and the technical role email platforms play in engagement rates. Julia shares that American Nonprofit Academy reaches 43,000 subscribers monthly, underscoring how metrics like open rates influence decision-making and timing.The fast-paced convo also covers the importance of maintaining an up-to-date case statement, describing it as a living fundraising tool that should evolve alongside the strategic plan. Finally, Tony breaks down the distinctions between corporate relations and foundation relations, clarifying differences in funding cycles, expectations, reporting, and relationship management.#Nonprofitfunding #FundraisingStrategy #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this energizing conversation, Ann Fellman, Chief Marketing Officer at Bloomerang, provides a data-forward look at what donors will expect in 2026—and what that means for the business of fundraising. The conversation opens with a “hopeful reframe” rooted in fresh research: Bloomerang conducted a national survey of 1,000 U.S.-based donors in November 2025, and the findings point to a bright, measurable shift—not a collapse—in generosity.Ann's central message is numbers-backed and morale-boosting: donor behavior is changing, but people still want to give. As she puts it, “It's not a decline in generosity. It's a shift in how generosity shows up.” For nonprofit leaders, that shift demands smarter relationship strategy, not louder volume. Younger donors, especially Gen Z and Millennials, are “more relational,” seeking belonging and alignment. Ann expands the classic “time, talent, treasure” framework with two additional drivers—testimony and ties—because social proof and community can be the catalyst that converts interest into giving.Several statistics land like actionable business insights. Gen Z respondents were twice as likely as Baby Boomers to give after a positive interaction, and 21% said they were influenced by a celebrity or peer. Millennials showed strong values alignment, with 43% prioritizing shared values. Meanwhile, channel strategy needs a reset: donation sites and nonprofit websites remain leading channels, with 48% of Millennials gravitating toward website giving. Yet the surprise data point for 2026 planning is direct mail: Gen Z reported being twice as likely as older generations to give via direct mail—often because tactile outreach can lead to digital conversion through QR codes.Trust also emerges as a major retention lever. Ann shares that 70% of Americans have done recurring giving, signaling confidence in mission and stewardship, while Gen Z is the most likely generation to stop giving when trust erodes. The operational mandate is clear: personalized, timely, segmented communication that respects attention. In Ann's words, “Personalization is not a nice to have… it's going to be a must to have.”#TheNonprofitShow #NonprofitFundraising #DonorEngagementFind 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

Every nonprofit says they want board meetings that are strategic, energizing, and worth everyone's time. And yet… so many board meetings still feel like a quarterly endurance test: long decks, last-minute prep, and a live meeting that turns into a read-aloud.We visit with Robert Wolfe, CEO and founder of Zeck—to reimagine how boards and leadership teams communicate—because meeting design is not a “nice-to-have.” It's a capacity issue. When leaders burn 100–150 hours building decks and board members struggle to engage with clunky PDFs, the mission pays the price.Robert shares the origin story behind Zeck, built from his experience as an operator who lived the board-meeting grind firsthand. He's refreshingly blunt about the tools we still tolerate: “No one in the world would wake up in the morning and read their news in a PowerPoint slide deck.” And he makes a bold comparison that lands for any executive team trying to modernize: “Zeck is to board meetings as DocuSign is to signing your contracts and agreements.”The conversation focuses on what matters for nonprofit business operations: saving staff time, boosting board participation, and moving governance work out of the live meeting and into smarter pre-work. Robert walks through practical innovations like pre-voting (so approvals don't eat the first 45 minutes), analytics that show engagement (and create healthy peer pressure), and AI features that support content creation—without turning every boardroom comment into a permanent artifact.If your board meetings create dread, drag down morale, or result in rubber-stamp decisions, this episode offers a modern path forward—one that respects time, improves decision-making, and helps leaders stay focused on outcomes, not formatting.#TheNonprofitShow #Zeck #BoardGovernanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

The Great Wealth Transfer is already in motion, and Gen X is standing in the receiving line! Wendy F. Adams, CFRE, CEO of Cultivate for Good and longtime friend of the show, brings a leader's lens and a fundraiser's candor to a question many nonprofits still avoid: Who inherits donor loyalty, and what are we doing to earn it? She shares a personal story that makes the business case impossible to ignore—after her mother passed, Wendy discovered a long list of recurring gifts to multiple organizations. The dollars were real, consistent, and meaningful. The relationship? Nearly invisible.Wendy introduces a practical concept that flips stewardship into a forward-looking strategy: the “beneficiary checkup.” Instead of waiting until a donor is gone and the organization is forced into an awkward conversation, Wendy challenges nonprofits to invite beneficiaries into the relationship now—while the donor can celebrate impact, and while the next decision-maker can form a real connection.The episode presses on a tough truth: recurring donors are often treated as “set it and forget it,” and that quiet neglect can become a revenue cliff when a family member inherits the decision. Wendy also speaks directly to Gen X expectations: they want clarity, outcomes, and honesty, not glossy language. As she puts it, “Proof beats poetry.” And when it comes to legacy decisions, she's blunt: “Give it to us straight and keep us a part of the dialogue.”For leaders and boards, the call is simple: build confidence around assets, legacy tools, and storytelling that shows what happens because someone invested. The wealth is moving. The question is whether your nonprofit will be part of the next chapter—or quietly left behind.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofit financial leaders are being asked to do more with less, manage rising risk, and still advance mission with confidence. Dr. Stephanie Rose-Belcher, COO of JMT Consulting, provides a forward-looking conversation on FinTech forecasts and what nonprofit executives must be preparing for now.Dr. Rose-Belcher reframes finance as the operational backbone of nonprofit leadership, not a barrier. She opens by addressing cybersecurity, urging leaders to view it as a governance, compliance, and financial responsibility rather than an IT task. “This is not an IT issue. This is an everybody issue,” she explains, placing accountability squarely with executive leadership and boards. With donor data, financial systems, and integrated platforms increasingly interconnected, leaders must treat cyber readiness as an enterprise-wide business risk.From there, the discussion moves to platform strategy. Rather than promoting a one-size-fits-all solution, Dr. Rose-Belcher challenges nonprofit leaders to take ownership of their technology ecosystem. The responsibility, she explains, is not simply to buy tools, but to understand workflows, integrations, return on investment, and the operational change required to realize value. Finance leaders, often serving as what she calls “accidental technologists,” must either develop this fluency or intentionally bring in expert guidance.Predictive analytics emerges as a defining leadership capability for 2026. Dr. Rose-Belcher encourages nonprofit financial teams to move beyond static annual budgets toward rolling forecasts and scenario planning. By modeling funding shifts, cost changes, and operational risks throughout the year, finance teams can elevate their role from record-keeping to strategic decision support.Talent constraints also surface as a pressing leadership challenge. With fewer trained accountants entering the field and nonprofit compensation pressures persisting, leaders must focus on skill development, retention, and creative workforce pipelines. Dr. Rose-Belcher shares how JMT is investing in long-term intern programs to strengthen the sector as a whole.The episode closes with a powerful leadership message: finance teams must act as strategic partners and educators across the organization. “We consider finance the enabler of the mission, not the blocker,” Dr. Rose-Belcher notes—a mindset shift that can transform silos into shared stewardship.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 sit down with Keith Mestrich, Senior Advisor of Nonprofit and Foundation Partnerships at Crescent Cares, for a great nonprofit business conversation. As nonprofit leaders step into a new year filled with uncertainty and rapid change, Keith offers a clear message: finance isn't a back-office function to tolerate—it's one of the strongest tools a nonprofit has to stay steady, make smarter decisions, and keep programs moving when conditions shift.Keith shares that early in his nonprofit CFO journey, he drew a firm line about how the role should operate: “As the CFO, I'm a full partner, just like any of your other programmatic partners are.” That idea sets the tone for the discussion. When finance is treated as an equal partner—connected to program strategy, staffing, and planning—leaders gain visibility into what's possible, what's risky, and what's sustainable. Keith also explains why finance is often sidelined in the sector: many nonprofit executives rise through program excellence and suddenly inherit budgets, banking, insurance, and reporting—without ever being trained for the business mechanics.From there, the conversation shifts to technology decisions that can protect both time and dollars. Keith uses a simple example that lands with almost every organization: paper checks. Moving payments and processes into modern systems can increase speed, reduce cost, strengthen tracking, and lower exposure to fraud. He also points to the growing potential of analytical tools and AI to strengthen forecasting—helping leaders anticipate cash-flow pinch points and plan ahead instead of reacting late.Scenario planning becomes another centerpiece, and Keith keeps it approachable: you don't have to create a plan for every possible situation. Focus on two major categories—key personnel changes and major financial impacts—and walk through what you would do if something shifted quickly. He emphasizes that this is a management responsibility, while boards should ensure it's happening and revisited regularly.Finally, Keith reframes risk management as something that supports confident leadership, not fear. As he puts it, “The bad guys know that our sector isn't as sharp… They target us.” Reviewing insurance, cyber readiness, and coverage levels isn't glamorous—but it's part of protecting the mission with the same care you bring to programs.#TheNonprofitShow #Nonprofitboards #NonprofitFinanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In the nonprofit world, “funding” is often treated like a finish line. But in this conversation, Gloria Dixon—Executive Director and Director of Philanthropy at the BECU Foundation—frames it as something more useful: a long-term business relationship built on trust, clarity, and shared accountability.Gloria begins with BECU's origin story, rooted in cooperative problem-solving: in 1935, Boeing employees pooled money in a tin box so colleagues could buy the tools they needed to work. That same “people helping people” ethos still shapes how BECU shows up today—through products and services, employee volunteerism, and philanthropic partnerships designed to strengthen community financial health.From there, the discussion moves into what many nonprofits are feeling right now: shifts in funding, rising uncertainty, and the need to adjust strategy without losing momentum. Gloria makes the business case for longer-term, larger-dollar commitments—because multi-year stability gives nonprofits room to plan, staff, and deliver outcomes instead of living in perpetual fundraising churn. She explains trust-based philanthropy as a power shift that respects expertise closest to the work: “We have to trust them to do the work…give them the funding they need… and then just get out their way so they can do the best work.”That mindset shows up in BECU Foundation's approach to grants. Instead of long, technical applications, Gloria's team prioritizes conversation and relationship—practical for a small staff overseeing partnerships with nearly 300 nonprofits annually, and aligned with how trust actually gets built. Reporting expectations, she explains, vary by the size and structure of the partnership—light-touch for small, one-time support, and more defined reporting for multi-year agreements.Perhaps the most refreshing business lesson is Gloria's view of “competition.” In her words: “There is no competition, never.” The goal isn't brand ownership—it's maximizing community outcomes. BECU also adds value beyond checks: their name can signal credibility to other funders, they share partner insights across philanthropic networks, and they even play matchmaker—connecting senior executives to nonprofit board opportunities when leadership talent is needed.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 Great Wealth Transfer is no longer a future talking point—it is unfolding right now, and nonprofit organizations that are not prepared risk watching history pass them by. Cohosts Julia C. Patrick and Tony Beall confront what may be the most consequential financial shift the nonprofit sector will ever face: an estimated $90–$100 trillion moving between generations, with $12–$18 trillion potentially directed toward charitable causes.The urgency is unmistakable. While awareness of the wealth transfer exists, Julia and Tony raise a sobering concern: most nonprofits are still treating this moment as business as usual. Traditional planned giving conversations are happening, but without the staffing depth, board expertise, or internal policies needed to responsibly handle what is coming. As Tony notes, “It's going to happen. It's the largest transfer of wealth in history, and nonprofit organizations need to think about how they are ready for it right now.”The conversation exposes a hard reality—many development teams are already stretched thin, juggling events, grants, membership, and major gifts. Expecting those same teams to manage estate gifts, complex assets, and family dynamics without focused expertise is risky. Julia warns that this lack of preparation could result in missed gifts, internal conflict, or worse—board fractures triggered by ethical or values-based disputes over donor sources.The episode also widens the definition of wealth itself. Beyond cash, nonprofits must be prepared to assess real estate, securities, collectibles, and even intellectual property. Julia shares examples that range from transformative royalty gifts to deeply problematic asset donations that create storage costs, legal exposure, or reputational strain. Without clear gift policies in place, organizations may accept assets that cost more to manage than they ever generate.Perhaps most alarming is the human side of the transfer. Julia and Tony describe real cases where heirs contested legacy gifts, leaving nonprofits entangled in legal and emotional turmoil. These situations underscore the need for deeper donor relationships that include family members—not just the donor alone.This episode makes one thing clear: readiness is no longer optional. Policies, staffing, board composition, and professional advisors must be aligned now, not later. As Julia reminds viewers, this moment will not wait. The organizations that act decisively will serve their missions for decades to come—those that don't may never get a second chance.#TheNonprofitShow #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

With the kind of energy that makes you sit up straighter: Tim Sarrantonio, now Chair of the Fundraising Effectiveness Project (FEP), leads a boardroom-level conversation about one of the biggest business threats to nonprofits today: misinformation.Tim pulls back the curtain on what FEP actually is—an ambitious collaboration where major CRM and data partners contribute anonymized giving data that is organized into a secure warehouse overseen by GivingTuesday and the AFP Foundation. The result: monthly, real-world insights into donor behavior at a scale that fundraisers rarely get, and fast enough to influence decisions in real time. For nonprofit leaders trying to forecast revenue, frame strategy, or explain retention trends to a board, this is not “nice-to-know” information—it's operational intelligence.From there, the discussion pivots into how misinformation sneaks into our sector: vendor marketing that cherry-picks success stories, “benchmark” claims without context, and social posts engineered for clicks rather than truth. Tim's advice is blunt and practical: follow the sources, examine methodology, and treat data as a tool for leadership—not a headline to repeat. As he puts it, “All data is the electronic representation of relationships.” That single line reframes retention drops and donor shifts as more than numbers—they're signals about trust, connection, and experience.The conversation closes with a future-facing lens on AI. Tim urges nonprofits to treat generative tools like a junior staff member—helpful, fast, and absolutely in need of editing. He even teases a new project: an educational role-playing game for fundraisers that uses AI to interpret workshop artifacts and accelerate learning. The takeaway is clear: in a world full of noise, nonprofits win by becoming disciplined stewards of evidence, context, and credibility.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 2026, nonprofit finance isn't just about reporting what happened — it's about shaping what happens next. Ellie Hume (Regional Director, at Your Part-Time Controller) leasds a forward-facing conversation on financial leadership that starts with one powerful idea: your organization's strongest advantage is what you choose to control.If your nonprofit is ready to “spiral up,” this episode offers a finance-and-management playbook that turns mindset into momentum—so you can stay steady, stay strategic, and stay fundable.Ellie reframes today's uncertainty—funding volatility, staffing pressure, new compliance expectations—as a call to build resilience through intentional decisions. She challenges leaders to stop relying on “SALI” (Same As Last Year) and instead strengthen revenue diversification: monthly giving programs, new grant relationships, and smarter prospecting that expands beyond familiar funders.From the finance seat, Ellie makes scenario analysis feel practical and doable. Build multiple budget versions, monitor what's changing, and be ready to adjust the levers as reality shifts. Financial data becomes fuel for action when it's used for forecasting and decision-making—not just for looking in the rearview mirror.The conversation also brings AI down to earth. AI isn't “coming someday”—it's already embedded in accounting systems and donor databases. Ellie talks about adopting tools with purpose, using them to reduce administrative drag, increase speed, and free staff to focus on higher-value work. As Ellie puts it: “Control what you can control, and that is your mind and the actions that result from what you want to do.”Finally, Ellie connects governance, compliance, and cybersecurity to financial stewardship. Cyber risk and fraud are rising, and boards have fiduciary responsibility to protect organizational assets. That means budgeting for safeguards, setting internal guardrails for AI use, and even seeking funding specifically for infrastructure that protects mission delivery.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 don't nonprofit boards do their work — and what can executive leaders actually do about it? In this episode we welcome back executive coach, author, and speaker Hardy Smith, creator of the Amazon bestseller Stop the Nonprofit Board Blame Game. Hardy tackles the question nonprofit leaders lose sleep over: when boards underperform, is the problem really “the board”… or the way we build the board?Hardy makes a bold case that disengagement often starts long before the first meeting — in recruitment that's rushed, vague, and driven by panic. Too many organizations wait until seats are empty and the annual meeting is looming, then scramble to fill slots with “busy, well-known names” without real vetting or alignment. The result? Board members who cannot prioritize your mission, and leaders frustrated that nothing changes.From there, Hardy goes straight to the business mechanics of governance: expectations, clarity, and accountability. If fundraising is part of board service, say it early. If meeting attendance matters, define it. If board members are being recruited for their influence, then design roles that actually use their influence. Hardy warns that when organizations avoid the “money talk” out of fear, they create a trust gap that's hard to repair: “That's called bait and switch. And it's illegal.”Most importantly, Hardy explains what makes great board members shut down: a board experience that wastes time. His prescription is practical and board-chair-ready—make meetings matter by structuring them around strategic progress, decision-making, and real conversation, not passive report approval. And if you want board ownership, involve them in the plan from the beginning—because as Hardy reminds us, “If they help bake the cake, they own the cake.”Ready to stop blaming and start building a board that performs? This episode gives you a playbook to recruit with purpose, set expectations with confidence, and design meetings that earn engagement.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

Organizational assessments can sound intimidating—like a test, a grade, or a “gotcha.” We sit down with Joan Brown, Chief Operations Officer at Third Sector Company, to reframe assessments as one of the smartest business moves a nonprofit can make—especially during leadership transition.Joan explains that a strong organizational assessment is not about blame. It's a systematic look at operations, performance, systems, and culture to answer one question: Are we operating in the best possible way to serve our mission? The real value is that it creates clarity and alignment across the organization—so decisions can be made with facts, not feelings or assumptions.This conversation is especially timely for boards and leaders navigating an interim period. Joan shares why assessment belongs at the top of the interim playbook: it builds a shared reality of where the organization truly stands. And that shared reality becomes the foundation for priorities, staffing decisions, resource deployment, and even a far more accurate CEO/ED job description—particularly after a long-term “legacy leader” has held an outsized set of responsibilities for years.You'll also hear the nuanced difference between transitions when a beloved CEO departs versus when a leader has been let go: in one case, people may defend the past; in the other, emotion can flood the process. Either way, a transparent and participatory assessment helps separate noise from truth and turns tension into forward motion.Joan says it best: “The main goal of the assessment process is shared reality.” When nonprofits build that shared reality early—using data, participation, and transparency—they gain the power to prioritize confidently, stabilize culture, and position the next leader for success.If your board is preparing for leadership change, facing recurring “fires,” or simply wants better decisions with limited resources—this episode is your push to start the assessment conversation now.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

2026 is already rewriting the fundraising playbook—and your nonprofit can't afford to run last year's plays. In this Fundraisers Friday conversation, Julia C. Patrick and Tony Beall lay out the business realities that will separate thriving organizations from the ones that stall out: AI adoption, the Great Wealth Transfer, next-gen talent shifts, and smart technology investment.First, they make it plain: AI has moved from optional to operational. As Julia says, “AI now is not a nice to have. It is a must have.” But they also challenge leaders to use it with intention—protecting donor privacy, building internal standards, and using AI to improve work rather than replace human judgment and relationship-building.Next, they turn to the Great Wealth Transfer—an unprecedented movement of generational assets that will reward organizations that build long-term relationships now. Planned giving can't sit quietly on a webpage anymore. Your team needs a proactive approach, stronger data practices, and a donor experience that earns loyalty over time.They also address the talent landscape: retiring leadership, the need to develop the next generation of fundraisers, and the reality that donor behavior has shifted. Next-gen donors want fewer commitments with deeper impact, fast and easy giving, visible transparency, and experiences that build trust.Finally, they land on a theme every executive team should bring into budget season: technology requires true investment—time, talent, and treasure—and the ROI is found in better donor experiences, better systems, and stronger sustainability.If your 2026 plan doesn't include AI policies, planned giving momentum, and a tech strategy built for speed and trust—this episode is your wake-up call. 00:00:00 Welcome back and 2026 fundraising forecast 00:01:10 The Architecture of Fundraising and why it matters now 00:02:10 Trend 1 AI is a must have for fundraising 00:04:55 AI standards donor privacy and internal policy 00:06:00 Trend 2 The Great Wealth Transfer and what it means 00:07:15 Planned giving must become proactive 00:11:45 Trend 3 Retiring leadership and building next gen fundraisers 00:16:55 Next gen donor behavior what changed and why 00:20:45 Legacy giving impact over recognition 00:25:40 Tech adoption requires time talent treasure and ROI  #TheNonprofitShow #FundraisingStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofit work is purpose-driven, but the business reality is relentless: tight budgets, heavy caseloads, public scrutiny, and a pace that rarely fits inside “normal hours.” In this episode we welcome Rahul K. Maharaj, known as “Mr. Trauma Talks,” for a timely conversation about stress, trauma, and what leaders must do to protect the people who power the mission.Rahul opens by reframing the myth of the “fresh start.” Many professionals don't begin January renewed they begin January carrying last year's exhaustion into a new calendar. That's not just personal; it's operational. When burnout becomes normal, performance dips, turnover rises, and the mission takes the hit. Rahul offers an empowering reminder that healthy culture is not a perk it is a productivity strategy. As he puts it, “Your worth is who you are.” That message lands hard in a sector where many teams have been conditioned to endure, absorb, and keep going.The discussion also moves into Rahul's children's book Mellie and the Pandemic, a “labor of love” designed to help kids name emotions and start honest conversations early. Rahul explains how the story becomes a simple bridge between children, families, and schools, giving language to feelings that otherwise turn into frustration, isolation, or silence. Connecting this to the nonprofit sector's front-line reality: we often serve people shaped by trauma, yet we rarely address the emotional load carried by our own staff.From social media's role in amplifying stress to the way workplace disrespect and discrimination compound pressure, Rahul makes a clear case: mental health support belongs inside organizational strategy. He even proposes a practical model organizations can adopt placing a trusted counseling professional within the workplace to provide consistent, confidential support.This episode is a leadership call to action: build systems that help teams stay well, so they can do well and keep the mission strong.#NonprofitLeadership #WorkplaceWellbeing #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

What if the biggest thing holding your nonprofit back isn't budget, bandwidth, or the board… but the size of the goal itself?In this energizing conversation, Julia C. Patrick turns the spotlight inward for a rare public coaching session with Keith Ellis, “The Impossible Success Coach.” Together they tackle a leadership problem every nonprofit executive and development team knows too well: the endless list of “important” goals that leaves you busy, stressed, and still frustrated come October.Keith's premise is bold: stop aiming for incremental wins and start committing to the goal you genuinely believe you can't reach — the one you keep dismissing because it feels out of reach. Why? Because “normal” goals create too many options. If your organization wants to raise 20% more this year, you can name 1,000 tactics… and you'll spend the year guessing which ones matter most. But when you pursue a truly audacious target, the noise fades fast. Suddenly, there are only one or two moves that can realistically change the outcome — and your operational strategy gets clean, focused, and decisive.The conversation also goes straight at board dynamics. Julia asks the question every nonprofit leader has whispered after a board meeting: how do you keep governance from chasing shiny objects? Keith reframes it as leadership sales: connect the vision to what board members already want, then “herd the cats” toward one clear, motivating aim that's bigger than everyone's comfort zone.Most powerful: the episode redefines success as more than results. Keith argues the real payoff is who you become while building the capacity to achieve the goal — and that's exactly how nonprofits scale beyond last year's limits.“If you set an impossible goal, it's actually easier to achieve than a normal goal.” — Keith Ellis 00:00:00 Welcome and transformational goals 00:01:26 Why Keith Ellis uses the word impossible 00:02:09 Wishes come true and you are your own genie 00:04:07 Why aiming bigger can make progress simpler 00:06:11 How to choose one goal instead of 100 00:09:04 Fundraising example 20% vs 200% vs 500% 00:12:40 Tracking goals and building motivation 00:16:40 Keeping boards focused and aligned 00:19:27 Preventing board disengagement when work gets hard 00:23:27 The real payoff becoming more capable 00:28:38 Homework question to find your audacious goal 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 welcome Katie Warnock, CEO and Founder of Staffing Boutique, for a “New Year Trend Forecasting” conversation—focused squarely on what nonprofit leaders must do to operate smarter, steadier, and more sustainably.Katie opens with a morale boost that's grounded in real numbers: philanthropy is getting culturally “cool,” even as many executive directors and development leaders report that fundraising has felt exhausting and uphill. She points to GivingTuesday results and rising volunteer participation as signals that generosity isn't disappearing—it's changing shape. When donors can't always give more dollars, many still show up with time and energy. And for organizations, that means the business of fundraising still comes down to relationship strength and trust built over time. As Katie puts it, “relationships matter so much… who are they giving to… all the fundraisers that they've stayed connected with through the years.”From there, the conversation turns practical: AI is no longer a novelty—it's becoming a daily operating strategy. Katie shares how nonprofits can start small and immediately reduce drag in workflows: faster acknowledgements, cleaner data entry, and smarter automations inside fundraising systems. She also describes tools that tame inbox overload and speed scheduling—freeing leaders to spend more time on high-value work that only humans can do.Then the discussion gets candid about operating in a heated political environment. Katie suggests nonprofits create scenario-based plans that anticipate policy shifts, funding constraints, and communication traps—so boards and leaders aren't improvising under pressure. Finally, she names what many are privately feeling: cultural fatigue. Burnout at the top is real, and retention can't rely on salary alone. Katie offers a menu of “value-add” investments—from professional development to flexible schedules—supported by listening systems in HR and a dedicated budget line.It's a trend episode with a strong business bottom line: sustainable mission delivery depends on smarter systems, healthier leaders, and talent practices that actually match today's workforce realities. 00:00:00 Welcome and New Year trend forecasting kickoff 00:01:45 What Staffing Boutique does for nonprofits and education 00:03:24 Philanthropy is cool and what the data suggests 00:06:28 Why relationships still win when giving gets tough 00:07:05 AI as a day-to-day operating strategy for nonprofits 00:09:00 Inbox overload and AI tools that reduce admin time 00:11:13 AI agents as the next evolution of alerts and research 00:12:33 Planning for a heated political environment 00:18:37 Culture fatigue and leadership burnout in 2026 00:22:00 Retention through investment beyond salary increases 00:27:24 Closing thoughts on people, staffing, and execution #TheNonprofitShow #NonprofitLeadership #NonprofitHRFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

If your nonprofit is staring at a funding gap in 2026: your money problem may actually be a structure problem. Host Julia C. Patrick welcomes Dr. Sharon Elefant of The Nonprofit Plug to talk about why grants and big gifts don't “save” organizations when the foundation underneath is shaky—things like weak financial controls, unclear governance, founder-centric operations, burnout, and stalled growth.Dr. Elefant frames it in plain language: when infrastructure is messy, even good funding becomes risky. She shares a real example of a funder walking into a site and asking, “What would you do with $100,000?”—and the leader couldn't answer beyond “I need a million.” That moment exposes a common challenge: passion without business readiness. As Dr. Elefant puts it, “Funders don't fund passion. They fund systems… impact… data… proven methodologies.” The practical shift starts with smaller, sharper thinking: her team asks clients, “What would you do with $5,000?” so leaders can articulate spending with purpose and credibility.The duo then connects the dots to the daily realities nonprofit leaders face—grant reporting, accounting requirements, staffing ramps, and the inevitable pressure of post-award management, reminding viewers that grant dollars aren't free; they demand operational strength. Together, they push the conversation toward healthier revenue design: Dr. Elefant suggests keeping grants to a manageable slice (she's comfortable around 25%) and building the remaining 75% through stronger revenue streams like major donors, sponsorships, partnerships, and especially program service revenue. She normalizes earned income with examples nonprofits already recognize—hospitals, daycares, universities—and shows how fees can expand access through sliding scales and subsidized services.The episode lands on relationships and board performance: cultivate funders like humans, ask them what they want, and bring mindset training to the boardroom with clear expectations, accountability, and the courage to treat board service like real work. Sustainable funding follows sustainable operations! 00:00:00 Welcome to 2026 and today's funding reality check 00:01:32 What The Nonprofit Plug does  00:03:18 Why funding problems are structural problems 00:04:46 The $100,000 question leaders struggle to answer 00:06:40 The $5,000 question that builds real clarity 00:09:22 Why grants are episodic and can't create sustainability 00:11:38 A realistic grant percentage and smarter revenue balance 00:12:13 Program service revenue explained and why it's ethical 00:14:24 Contracts with schools and government as revenue pathways 00:18:17 What funders want now trust outcomes survival 00:20:48 Funder cultivation relationship building that wins 00:24:36 Getting boards to shift mindset and raise expectations Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

how nonprofits set goals that actually move revenue, relationships, and results. They start with the metric many teams avoid because it can be a rude awakening: donor retention. Tony walks through a simple way to calculate it, then connects the number to what leaders feel every day, time and budget pressure. His reminder lands like a CFO truth bomb: “The data doesn't lie.” If your team assumes things are fine because a few familiar names show up at events, this episode brings you back to reality and gives you a starting point for a better plan.From there, the conversation turns to relationship depth. The point is not endless list building. It is quality over quantity, supported by segmentation and donor tiers, and backed by a pipeline you can actually manage. Julia frames it in plain business language: your pipeline is not a vague hope, it is a set of lanes that deserve goals, tracking, and steady motion all year, not a December scramble driven by board pressure and gala season.They also press into revenue diversification, especially when grant and government dollars can shift quickly. Multiple lanes are not just safer, they keep fundraising work more sustainable for the humans doing it. Then they move to data and tools: a robust CRM, mobile access, timely notes after donor meetings, and capacity building funding that can help pay for the systems and training.Finally, they tie it all together with culture. A culture of philanthropy means everyone owns the donor experience, including customer service, and teams can celebrate other organizations' wins without losing confidence.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Year-end doesn't “arrive” in nonprofits so much as it ambushes us. And that's exactly why this conversation with John Tiso, VP of Revenue and Service Delivery at JMT Consulting, and Buu Lình Tran, SVP of Financial Solutions at JMT Consulting, feels like a shot of espresso for your finance, accounting, and operations leadership.Host Julia C. Patrick frames the real business challenge: you're not only closing the books you're leading humans through a high-pressure stretch where accuracy, speed, and collaboration all collide. Buu Lìnn makes the case that strong leadership is less about pushing harder and more about supporting smarter: assess what your staff truly needs, invest in process improvement, and use technology intentionally to make work easier and outcomes stronger.John brings the mindset shift that separates “we survived year end” from “we built capacity for next year.” Organizations that resist change until it's unavoidable end up reacting at the worst possible moment. His blunt truth is the most liberating: “Get ahead of it and you'll be soaring high.” That applies to financial operations, system adoption, and the way leaders set expectations for learning.A standout takeaway: training can't be a one-and-done event. Repetition matters and Buu Lình offers a practical solution: short, reusable “refresh” videos that staff will actually watch, plus an easy onboarding asset when roles change midstream.Then the conversation turns to the big nonprofit efficiency leak: fundraising and finance teams operating with separate data, separate definitions, and a quiet trust gap. The fix is proactive alignment deciding now what data you'll need later, naming data owners, and building a unified approach so teams stop competing and start collaborating.Finally, they zoom out to strategic tech leadership: someone must serve as the connector across departments, guiding decisions so systems and data work together instead of multiplying confusion. Bottom line: year-end leadership is not paperwork it's performance architecture!!#TheNonprofitShow #NonprofitLeadership #NonprofitFinanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Starting a nonprofit is often treated like a simple administrative step: fill out a few forms, wait a bit, and you're off to the races. But in this episode, Julia C. Patrick and cohost Ellie Hume sit down with Christian LeFer, CEO of Instant Nonprofit, to talk about what it really takes to launch—and sustain—a mission-driven organization with business discipline.Christian shares how many founders arrive at the nonprofit moment almost accidentally: the garage is full of dog crates, the community is offering in-kind support, and suddenly you need the legal structure to accept gifts, operate credibly, and stay compliant. Yet traditional paths can be slow, expensive, and confusing—often pushing would-be leaders into delays, missteps, or burnout before they've built momentum.Instant Nonprofit positions itself as a modern, founder-friendly alternative: a guided, contextual process that handles formation through IRS approval and then keeps organizations on “autopilot” for ongoing maintenance. The real business takeaway is not just speed—it's reducing operational friction so leaders can move from idea to execution without losing energy, donors, or board engagement along the way.A memorable moment comes when Christian explains his “love letter to a bureaucrat” approach—designing filings to make a reviewer's job easier, which accelerates outcomes and lowers risk. “Money is just a flow of energy… it's really a river, and my job is to unblock the obstacles in that river,” he says, connecting formation, compliance, and financial management to the same leadership mindset: clarity, structure, and forward motion.#TheNonprofitShow #NonprofitLeadership #NonprofitOperationsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Consistency is not glamorous, but it's the engine that keeps a nonprofit's business model running when the calendar flips and the pressure spikes. In this conversation with  Matt Glazer, Founder and CEO of Blue Sky Partners (Austin-based, national reach), we talk about building consistent engagement without burning out your team or betting the whole year on a Q4 miracle.Matt brings a practical operator's lens: simplify what repeats, template what you can, and stop trying to cram “97 things” into the final stretch. His philosophy is steady, sustainable progress that makes room for reality—staff illness, unexpected disruptions, and capacity limits—so quality doesn't collapse under urgency. As Matt puts it, “I'm a big believer in doing a little bit of work a lot of the time.”From there, the conversation gets sharply useful for fundraising and stakeholder communications. Matt challenges the sector's fixation on “unicorn donors” and reminds us that the so-called boring work—like building a sustaining donor program—creates real stability. He shares a concrete example from his early nonprofit leadership: by repeatedly communicating the value of monthly giving, his organization grew from zero sustainers to $7,000 per month, proving that small gifts, stacked with intention, can fund real infrastructure.The discussion also tackles a leadership truth many avoid: in many nonprofits, clients and customers are not the same people. Funders may be the “customer” demanding reporting and outcomes, while beneficiaries deserve asset-based language and authentic voice. To bridge those realities, Matt recommends human-centered design tools—journey maps, empathy maps, and personas—to understand how people experience your organization and where alignment between mission, funding, and community needs can become a win for everyone.Finally, Matt introduces decision trees as a way to improve donor asks and engagement pathways by learning not only what people choose—but why they didn't choose the other option. That's how your nonprofit can turn assumptions into strategy and strategy into revenue!#TheNonprofitShow #NonprofitLeadership #FundraisingStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Founder syndrome gets tossed around like a diagnosis, but this conversation reframes it as a leadership and governance challenge that shows up in real nonprofit operations: decision rights, communication, accountability, and the organization's ability to scale beyond one person's willpower.Guest Brittan Stockert (Donorbox) opens by rejecting the blame-heavy tone of the phrase and naming the real risk: “Founder syndrome is really when… you treat your nonprofit as if it's yours personally… as opposed to something that you're caring for on behalf of the people it's serving.” From there, she maps how the issue can quietly spread through an organization: communication gaps, staff checking out, hesitation to propose new initiatives because leadership might swoop in, and small delays that snowball into major financial consequences. When reimbursable grants are submitted late, when board decisions stall, when donor communications feel inconsistent, funders and supporters notice. The result isn't just drama it's revenue disruption, talent loss, and the evaporation of institutional memory.Cohost Wendy F. Adams, CFRE (Cultivate for Good) adds a sharp leadership lens: founders often need grit to build, but “grit becomes gridlock” when control replaces stewardship. Together with Julia C. Patrick (American Nonprofit Academy), the discussion turns practical: guardrails that are both procedural and human. A succession plan matters, but so does the emotional transition. Brittan shares what she's seeing in stronger organizations: executive coaching to normalize the shift, plus simple monthly 20-minute huddles that surface misalignment early—before it becomes boardroom blowups.The governance takeaway is direct: diversify boards beyond the founder's inner circle, broaden “diversity” to include lived experience and day-to-day nonprofit understanding, and use term limits and talent assessment to reduce power bottlenecks. Year-end pressure amplifies everything, but the bigger message is timeless: sustainable nonprofits design systems that protect mission, people, and revenue—even when leadership is changing. 00:00:00 Welcome and today's topic founder syndrome 00:02:45 What Donorbox is and why nonprofits use it 00:04:20 Redefining founder syndrome as behavior and stewardship 00:05:30 Real world signs control patterns and staff impact 00:09:40 The slow feedback cycle communication gaps to revenue loss 00:12:15 Grit becomes gridlock naming the turning point 00:14:45 Guardrails succession plans and executive coaching 00:15:45 Monthly 20 minute huddles to stop problems early 00:18:30 Board governance redesign lived experience and independence 00:26:35 Year end pressure sector stress and fixing systems #TheNonprofitShow #NonprofitLeadership #BoardGovernanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Fundraisers Friday is back, and Julia C. Patrick and Tony Beall (Mr. Nonprofit Consultancy) tackle a topic that quietly runs the business side of fundraising: donor tier levels. If you've ever stared at your donor list and wondered, “Where do we start, and how do we keep this manageable?” this episode is your playbook.They begin with the “why.” Tony frames donor tiers as a practical operating system, not a fancy fundraising accessory. Done well, tiers let you personalize messaging and protect your time by matching stewardship to giving level and relationship needs. In other words: less guessing, more intentional workflows. Tony puts it plainly: “The tiers really help you… organize your workflow and your bandwidth.” That's a business benefit every nonprofit can appreciate, whether you're running development solo or leading a full team.Julia reinforces that tiers help organizations stop spinning their wheels. Once you know who's in which group, you can plan communications, offers, and engagement with purpose instead of defaulting to blank-stare marketing meetings. As she says, “It kind of like helps you steer the ship.” The cohosts also emphasize that tiers are not “grades.” You're not ranking human worth—you're segmenting so you can communicate better and build a healthier donor experience.From there, they move into how to set tiers responsibly: start with your giving data, avoid “one-size-fits-all,” and keep the number of tiers realistic (think three to six for most organizations). They also talk about naming your tiers for easier internal coordination and stronger external marketing—especially when the names align with your mission or community identity.A standout real-world lesson comes from Julia's local public radio example: a tiny, smart monthly ask (“just $5 more”) designed to move sustainers up a level. The business takeaway? When tiers are built on data and paired with clear value, you can create predictable pathways for donors to grow with you—without making it feel heavy or salesy.00:00:00 Welcome to today's topic donor tiers00:01:10 Who Julia Patrick and Tony Beall are00:01:42 The Architecture of Fundraising book and why it helps00:03:48 Why donor tiers matter personalization and bandwidth00:06:33 Build tiers from your own giving data00:07:10 Donor tiers are not donor grades00:08:37 How many tiers is too many three to six00:09:16 Donors vs members and tier differences00:10:16 Monthly sustaining donors as a unique tierFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Finishing the year “strong” is not just a slogan for nonprofit leaders; it's a finance and operations project. Regional Director Ellie Hume from Your Part-Time Controller walks through five concrete steps to wrap up the year with fewer surprises and more control.She starts with yearend giving appeals. Too many organizations accidentally lock donations into narrow buckets by saying things like “your gift will buy two backpacks.” Donors then reasonably assume their dollars can only be used for that purpose. Ellie urges development and finance to work together on language so appeals connect to mission without boxing funds into restrictions the organization never intended.Next, she turns to scenario planning and timing. December is often halfway through the fiscal year for June 30 year end organizations and just after the budget has been approved for calendar year nonprofits. That makes it a perfect time to revisit assumptions, test “what if” scenarios, and adjust to shifting funding realities instead of waiting for a crisis.Ellie then pairs this with strategic planning, reminding viewers that a three or five year plan can't sit on a shelf. Boards and executives need to treat it as a shared roadmap, check progress regularly, and bring staff into the conversation. As she puts it, “If your staff is not bought into your strategic plan, it's going nowhere.”Finally, she gets very practical: start 1099 and audit preparation now. Confirm W 9s, addresses, tax IDs, and vendor coding before January chaos sets in. Pull last year's audit checklist, gather board minutes, grant agreements, policies, and make sure reconciliations are current. That preparation reduces stress for finance, the executive director, and external partners, and it frees up capacity when the sector is under increased scrutiny.Throughout, Ellie frames finance as a strategic partner, not just report producers. The goal is a nonprofit that is calm, compliant, and ready for whatever the new year brings. 00:00:00 Welcome and Ellie Hume introduction 00:02:30 YPTC growth and new Chicago and Seattle offices 00:05:30 Why relationships matter in nonprofit finance 00:07:20 Year end appeals and unintentionally restricted gifts 00:11:45 Scenario planning at calendar and fiscal year midpoints 00:14:20 Keeping multi year strategic plans active and shared 00:18:30 Getting staff genuinely engaged in the strategy 00:19:50 Early 1099 preparation and W 9 best practices 00:22:10 December audit prep using last year checklists 00:24:45 Reducing stress and freeing finance to be strategic #YearEndNonprofitFinance #NonprofitAccounting #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Around the world, women and girls walk long distances every day to fetch water, losing education, income, and safety in the process. On this global episode of The Nonprofit Show, we welcome Shilpa Alva, founder and executive director of Surge for Water, beaming in late at night from Samarkand, Uzbekistan. From the first moments, Shilpa reframes water as a gendered economic issue, not just an infrastructure problem. As Shilpa puts it, “The water crisis is a woman's crisis” — and it is also a profound injustice baked into race, gender, and geography.Shilpa walks us through Surge's “water plus” model: safe water, sanitation, hygiene, and menstrual health, all rooted in a woman centered, community owned approach. Surge does not parachute in solutions; it backs local leaders in rural Uganda, Indonesia, and Haiti so they can design and manage what their communities truly need. For nonprofit executives, the business implications are huge: the World Bank estimates a twenty one to one return for every dollar invested in comprehensive water access, yet most funders still treat water as a narrow infrastructure line item instead of a generational prosperity strategy.The conversation then moves into power, money, and the shifting landscape of international aid. With government funding cuts shaking the sector, organizations that once relied on large public grants are now competing for the same corporate and individual donors as smaller NGOs. Surge has navigated this by diversifying its revenue model between the United States and Dubai, and by building creative fundraising events that attract sectors like design and architecture into the water conversation.Shilpa is candid about decolonial practice and the uncomfortable truth that international NGOs are part of a historic power structure. Surge actively works to reduce that power imbalance so local partners shape solutions and control implementation. SurgeForWater.org shows us all how to align mission, funding strategy, equity, and storytelling. 00:00:00 Global welcome and introducing Shilpa Alva from Uzbekistan 00:02:23 What Surge for Water does and the water plus model 00:04:03 Why the global water crisis is a women centered injustice 00:07:01 Lost hours, education, and income cost of water collection 00:08:52 Respecting local roles while shortening the walk and reducing harm 00:11:37 Making distant donors care storytelling and climate connections 00:13:13 Creative events and interior design partners as a fundraising engine 00:14:50 Aid cuts, USAID shifts, and new competition for nonprofit funding 00:15:52 Decolonial practice and sharing power with local leaders 00:21:18 How Surge builds trust with next generation donors and partners 00:22:46 Metrics versus stories choosing humanity while still tracking results 00:27:23 Funding wins, 2026 expansion plans, and Shilpa's hopeful vision #TheNonprofitShow #WaterJustice #WomenInLeadershipFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Donor retention is not just a feel good metric it is one of the most powerful levers in the business model of a nonprofit. We sit down with Kirsten Wantland, Principal Industry Strategist at Bloomerang, to explore how organizations can move beyond fear and confusion and actually use retention data to protect revenue and grow lifetime value.Kirsten begins by explaining her new role at Bloomerang, serving as a bridge between fundraisers in the field and the engineering and product teams. She brings frontline development experience directly into the CRM design process and is now helping shape Penny, Bloomerang's new AI strategic fundraising partner. Penny will guide staff on which segments to work, what messages to send, and where to focus limited time so small teams can function like much larger shops.From there, the conversation turns to why traditional retention tracking leaves so many nonprofits stuck. Measuring retention once a year on a calendar basis keeps leaders in a reactive posture, staring at last year's results instead of managing today's risks. Kirsten introduces the concept of ‘rolling retention' a metric that constantly surfaces donors who are about to lapse based on their actual giving patterns. That simple shift creates a proactive pipeline of people to thank, call, invite, and re-engage before they disappear.At the heart of her approach is a deeper philosophy about donor relationships. As Kirsten puts it, “Ultimately, our donors want a place to belong. They want to be part of a mission. They want to be part of a solution.” Rolling retention, better benchmarking, and even AI tools like Penny are there to serve that goal helping fundraisers step away from purely transactional requests and toward thoughtful, ongoing engagement.Kirsten closes by urging organizations to start somewhere, choose a few key metrics, track them consistently, test new strategies each quarter, and adjust when the data shows no movement. In a crowded landscape of 1.8 million nonprofits, the ones who treat retention as a core business function not just an afterthought will be the ones that build resilient revenue and loyal communities.#TheNonprofitShow #DonorRetention #NonprofitBusinessStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Labor myth buster Dana Scurlock, Director of Recruitment at Staffing Boutique, reframes temporary staffing as a sophisticated business tool for nonprofit leaders—not a last-resort move when things are on fire. Dana steps in to show how strategic temp and temp-to-perm staffing can stabilize teams, protect budgets, and protect sanity.She starts with a fundamental question: how many staffing firms does a nonprofit really need? From organizations that have never used an agency to those calling their fifth recruiter, she explains why understanding an agency's model matters. Staffing Boutique works on a contingency basis, which means urgency, flexibility, and the freedom for nonprofits to keep recruiting on their own. In contrast, ‘retained' firms require exclusivity and upfront fees, which can slow things down and lock organizations into one channel.Dana is equally direct about transparency. Salary ranges, the history of the role, why the previous person left, whether someone is quietly being replaced—these details aren't gossip; they're the bedrock of a solid search. Without that clarity, candidates endure endless interviews only to discover the compensation was never realistic. As Dana puts it, “It's not just an interview for them. It's an interview for you to see if it's the right place where you want to work.” That two-way lens is exactly what reduces turnover and builds longer tenures in mission-essential roles like development.Then she pulls back the curtain on the economics. That apparently “high” hourly bill rate often includes recruiting, weekly payroll, taxes, unemployment, and insurance—costs nonprofits would shoulder anyway. Agencies absorb administrative burden and even handle tough conversations when a placement isn't working out or a project ends. For conflict-averse leaders, that alone can be priceless.Dana also defends temp work as a legitimate career choice, from interim executive directors steering transitions to seasoned admin professionals who thrive on variety. In her world, temp staffing is not about “just getting a body in the seat”; it's about building smart, flexible staffing strategies that support the long-term health of nonprofit organizations.#TheNonprofitShow #NonprofitStaffing #TempWorkStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this thoughtful Fundraisers Friday conversation, cohosts Julia C. Patrick and Tony Beall take viewers inside one of the most persistent tensions in fundraising: the distinction between donor appeals and donor relationships. Using real experiences, honest stories, and decades of shared sector knowledge, they walk through why these two ideas are often treated as opposites—when in reality, they function best in tandem.Their convo opens with warmth and camaraderie, quickly shifting into a substantive examination of how appeals work. Tony offers a clear definition, noting that appeals are intentional, seasonal communications designed to spur timely action. Year-end campaigns, back-to-school initiatives, and Giving Tuesday messages all fall squarely into this category. They carry a sense of immediacy, a call for participation “in the here and the now.”But as Julia points out, the urgency of an appeal can mask deeper strategy concerns. Organizations sometimes over-rely on “spray-and-pray” messaging, sending thousands of identical asks without considering whether the recipient is already deeply invested, newly aware, or somewhere in between.From here, the cohosts explore the more nuanced terrain of donor relationships—a slower, more personal rhythm grounded in trust, communication, alignment of values, and long-term stewardship. As Tony states in one of the episode's most resonant lines, “Building the relationships, maintaining the engagement… will ultimately result in a larger gift.” It's a reminder that fundraising is seldom about instant gratification; it is about cultivating connection over time.The two also address the emotional dynamics of how appeals are perceived. Tony shares a striking moment when he received a letter with the single handwritten word “Help!”—a gesture intended to convey urgency but which instead signaled distress. Julia and Tony use this example to emphasize the responsibility fundraisers have when they frame need, motivation, and tone. They move into donor segmentation, donor tiers, and the organizational realities faced by nonprofits of every size—from kitchen-table startups to high-rise institutions.Throughout the conversation, the cohosts reinforce the idea that appeals and relationships should not be competing strategies. Instead, they are complementary tools within a bigger architecture—one that acknowledges the emotional, operational, and strategic layers that shape philanthropic investment.#TheNonprofitShow #FundraisersFriday #NonprofitLeadershipFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

A valuable and thought-provoking conversation with Carrie Wright, consultant and coach at Wright Consulting. Joined by cohosts Julia C. Patrick and Wendy F. Adams, Carrie guides leaders toward a more thoughtful, rigorous, and human-centered approach to nonprofit organizational performance.Rather than rushing into resolutions and planning cycles, Carrie urges leaders to adopt a practice of year-end reflection—an intentional look backward before charting the year ahead. As she states, “There's a saying that ignorance is bliss, but I genuinely believe that knowledge is power.” That philosophy becomes the cornerstone of her framework: understand what fueled the team, what depleted it, and what priorities still belong at the table.Carrie challenges organizations to treat mission, vision, and values not as decorative phrases, but as practical tools that recalibrate purpose. When teams drift from their “why,” burnout rises and cohesion dissolves. One method she employs is asking every team member to restate the mission in their own words and connect it directly to their daily responsibilities. This creates clarity, alignment, and ultimately ownership—an essential sequence for high-performing teams.Quarterly rhythms also play a central role in Carrie's approach. Instead of waiting an entire year to revisit goals or assess team health, she encourages predictable check-ins, extended conversations, and off-site sessions where challenges, ideas, and wins can surface in psychologically safe ways. These rhythms reduce confusion, prevent moving targets, and strengthen trust through consistency.Carrie also emphasizes leadership development at every level. With her mantra, “Lead from where you sit,” she reframes leadership as an act accessible to all staff—not a title. This perspective urges team members to examine their habits, define one development goal, and consider what needs to be eliminated, automated, or delegated to make true progress.Finally, she offers a compelling metaphor: culture as a thermostat—not something you set and ignore, but something requiring constant monitoring. Pulse checks, real communication, and people-first decisions are essential to preventing turnover and maintaining momentum.With clarity, warmth, and strategic depth, Carrie presents a blueprint for nonprofits seeking resilience and alignment in the year ahead. #TheNonprofitShow #NonprofitLeadership #TeamCultureFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Rethinking nonprofit success usually begins with new metrics or another training calendar. In this conversation, educator and learning strategist Nancy Bacon of Nancy Bacon Consulting proposes something far more disruptive: stop confusing information with action. Drawing on adult learning research and decades inside associations, state agencies, and community organizations, she challenges the sector's default response to problems—more workshops, more webinars, more content.Nancy names the uncomfortable truth: only about 10 percent of training translates into behavior change. That means roughly 90 percent of our investment in “capacity building” does not reliably alter what people actually do. For a sector that prides itself on stewardship, that is a profound governance and management issue, not merely a pedagogical one.Instead, Nancy urges nonprofit leaders to move from a training mindset to a performance mindset. Rather than asking, “What session can we send them to?” she asks, “What would it take for our board members, staff, or volunteers to perform this task?” That question opens a richer design space: targeted knowledge, specific skills, practice in a safe environment, emotional connection, and practical support, such as job aids and clear task lists.At the center of her framework is a deceptively simple sentence: “our nonprofits are only as strong as their people are.” Capacity is no longer an abstract concept; it becomes the ability, confidence, emotional readiness, and structural support that everyday people need in order to act.Nancy also reframes motivation. Emotions may trigger interest, but sustained action depends on the partnership of competence and confidence, repeatedly reinforced through real practice. Her story of a board member whose service is rooted in the grief of losing a child makes this point vivid: when we slow down enough to know why people are at the table, we unlock a different level of commitment and trust.For boards, fundraisers, and executives, this discussion is an invitation to pause the endless “rinse and repeat” of busywork and reconsider how learning, performance, and human psychology intersect. 00:00:00 Today's big question 00:02:02 Meet Nancy Bacon educator designer and learning strategist 00:03:33 Information is not action the ten percent reality of training 00:06:31 From training to performance what board members really need 00:12:48 Nonprofit capacity our organizations are only as strong as their people 00:16:01 Competence confidence and the lost art of practice 00:18:30 Motivation emotions and the gap between need to know and need to do 00:21:47 Why are you really on this board the story that changed the room 00:25:32 Nonprofits are in the people business brain and behavior science in action 00:26:18 Under pressure can nonprofits still slow down to rethink success Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofits love to talk about growth. New markets, new programs, new grants, new everything. But our guest, Aila Malik, founder of Venture Leadership Collective, flips the script and asks the question most boards and executives skip: Have you actually earned the right to scale up?Coming out of Silicon Valley's “grow or die” mindset, Aila warns that scaling is not a badge of honor—it's a high-risk move that can quietly hollow out your organization if your foundation is shaky. She walks through three blunt prerequisites before you chase expansion:·        Do you know the true cost of your model—including “motivational paychecks,” underpriced talent, and the invisible cost of managing volunteers?·        Do you know what success at steady state really looks like—revenue mix, roles, talent, outcomes?·        Do you know when to call it before your signature program starts bleeding to death?From there, Aila digs into the three C's that separate organizations that scale with intention from those that spin out: competency (or courage), clarity, and culture. Self-aware leaders who can say “I don't know,” data-literate teams that treat impact as their “money metric,” and cultures built on trust and transparency all become non-negotiables.As Aila puts it, “We don't have a profit metric we're trying to increase. We're trying to increase the outcomes and the impact in the community.” That one line resets the whole conversation. Growth is no longer about bragging rights—it's about whether your systems, people, and culture are strong enough to carry more weight without breaking.If you're tired of board pressure, whiplash after big grants, and reactive leadership, this episode is your wake-up call: scale is earned, not assumed.#TheNonprofitShow #NonprofitLeadership #ScaleWithIntentionFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Interim leadership is no longer just a stopgap in the executive director's seat—it's becoming a strategic engine for sustainable fundraising.  Joan Brown, Chief Operating Officer at Interim Executives Academy, and David M. Nicole, CFRE, founder of Headwinds Consulting, share why interim development leadership may be one of the most underused tools in the nonprofit sector.Together, Joan and David contrast short-term revenue fantasies with the realistic, process-based nature of fundraising. They call out unrealistic expectations—boards and CEOs who imagine the interim will arrive with a magic button and instant major gifts—and instead emphasize assessments, strategy teams, and shared ownership across staff, board, and executive leadership.Joan opens by reframing the “interim world” as an intentional, structured response to leadership transitions, not just a temporary patch. Interims, she explains, aren't there to keep a chair warm; they're there to guide organizations through CEO, COO, and chief development officer transitions with clarity, planning, and structure. With turnover rising and leadership expectations evolving, the data point is clear: every leader leaves, so organizations need a plan that goes beyond wishful thinking.David brings numbers and nuance from his six interim roles—split between CEO/executive director and development director positions. He describes a model where interim development directors are explicitly hired with clear objectives, defined timelines (often 12–18 months), and a mandate to build systems, not personal empires. His philosophy is summed up in a powerful line:“My success is not necessarily what I accomplish while I'm there. My success is measured by what the organization accomplishes after I leave.”The conversation also explores how donors and funders respond when organizations are transparent about using interim leaders. Surprisingly, many donors appreciate the foresight, especially when the message shifts from “we're in crisis” to “we're investing in long-term stability.” Community funders are beginning to require succession plans and even encourage interim solutions as a sign of sound governance.You'll agree, interim development leadership looks less like a temporary fix and more like a strategic on-ramp to sustainable fundraising, stronger boards, and healthier organizations!! #TheNonprofitShow #InterimLeadership #NonprofitFundraisingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

What happens when a kid who scribbles “play soccer at Ohio State” in kindergarten actually does it—and then decides his story shouldn't be the exception? That question sits at the center of this episode with Channing Chasten, professional athlete and founder of The One Percent Kid Foundation.From the start, Channing describes a childhood shaped by two steady forces: the soccer pitch and a mother who refused to let academics trail behind. Homework came first, the ball came second. Years later, that same mix of discipline and imagination is now driving a nonprofit built on three pillars: soccer, literacy, and mindset.Channing explains why he believes in the power of tiny, consistent gains instead of giant leaps. As he puts it, “If you break it down into a small step, you realize starting is the easy part.” That simple idea—1% better every day—guides everything from his youth programs to his fundraising strategy.We follow his journey through literacy camps where reading comes before drills, turning books into the ticket to soccer practice. He shares what he's learning about plummeting reading scores, the heartbreaking link between third-grade literacy and incarceration, and why his team expanded from early grades to high schoolers who have already fallen behind.The story widens as he walks through how he built a board full of nonprofit veterans and soccer leaders, deliberately choosing people who know both the sport and the sector. Their mentoring shapes his ambitions: building a national model starting in Arizona, creating mindset workshops in schools, and eventually launching a scholarship fund for under-resourced students who come through the program.Along the way, we glimpse the grind behind the dream: chasing grants, securing a city award from Chandler, collecting impact data, filming quality videos so donors can actually see the work, and constantly revisiting big revenue targets in six- and twelve-month windows.By the end, The One Percent Kid isn't just a catchy name—it feels like an invitation to kids, donors, and communities to believe that small, steady progress can rewrite a life story. 00:00:00 Welcome introduction to Channing Chasten 00:01:05 What is The One Percent Kid Foundation 00:03:04 Why 1 percent progress matters for big goals 00:04:41 Mission soccer literacy and mindset explained 00:06:34 How reading becomes the ticket to play 00:07:31 Expanding from early grades to high school students 00:10:07 Building a nonprofit board with real sector experience 00:13:20 Learning from mentors and planning for sustainability 00:15:22 Literacy first or soccer first what donors care about 00:16:53 Showing impact through video data and testimonials 00:19:45 Big long term vision for The One Percent Kid 00:24:26 The One Percent Kid book school visits and SEL 00:27:01 Where to find Channing and final mindset message #TheNonprofitShow #YouthSoccer #LiteracyMattersFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Year-end generosity is a perfect storm for cybercrime—and most nonprofits don't see the danger until after the damage is done. We talk with Alex Brown, Director of Business Development at Richey May, about why the busiest time of your fundraising year is also one of the most hazardous for your systems, donors, and reputation.Alex explains how attackers watch for holiday chaos: staff on vacation, rushed year-end gifts, last-minute tax receipts, and overloaded inboxes. “Attackers know you're not paying as much attention,” he warns, “so you have to be a little extra diligent this time of year.” From fake donation pages to altered bank details, the tactics are increasingly sophisticated—and AI is making fraudulent emails and voice calls nearly impossible to spot by eye or ear alone.The conversation walks through your “front door” risks, starting with your website and WordPress plugins, then moving into infrastructure scanning tools, outdated software, and weak admin logins. Alex shows why role-based access matters: if every staffer can see and change everything, one compromised account can expose your entire donor database and even your bank relationships.He also tackles the human side of cybersecurity. Alex explains phishing and vishing in plain language, and why urgency (“this is a one-time exception,” “we need this code right now”) is such a powerful pressure tactic. He urges leaders to replace fear and punishment with ongoing micro-training and a culture where people feel safe admitting, “I clicked something weird.” Silence is exactly what attackers are counting on.Finally, the episode turns to donor communication. Nonprofits must be crystal clear about how they will and will not contact supporters—what domains they use, which links are legitimate, and what information they will never request by phone, text, or email. Clear expectations protect donors and preserve trust, even if attackers try to impersonate your brand.This is not a technical luxury; it's a governance and stewardship issue. If your organization depends on digital generosity, you also depend on digital safety. 00:00:00 Why year end giving is peak cyber risk for nonprofits 00:02:24 From audit firm to cyber team The Ritchie May story 00:06:03 Your website as the front door and WordPress plugin dangers 00:09:21 Infrastructure scanning tools and the cost of skipping updates 00:11:13 Donor data as gold role based access and endpoints explained 00:15:01 AI tools laptops at desks and unsafe workarounds 00:18:51 Phishing vishing and how attackers hijack email and voice 00:25:12 Cybersecurity is everyone's responsibility and micro training 00:27:35 Why punishment backfires and reporting mistakes matters 00:29:59 Setting clear donor communication rules to prevent fraud 00:31:33 Final thoughts and Julia's personal cyber to do list  #TheNonprofitShow #NonprofitCybersecurity #DonorTrustFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Grant writers and fundraisers share the same mission, but often work in different corners of the building—and sometimes entirely different worlds. In this Fundraisers Friday convo, cohosts Julia C. Patrick and Tony Beall peel back the curtain on how these two roles can move from quiet coexistence to true collaboration.Julia opens with gratitude—for long standing sponsors who have never tried to steer the show's content, and for a sector that now offers far more professional development than when many fundraisers began. She reflects on her own journey from community fundraising to co-authoring The Architecture of Fundraising with Tony, noting how accessible tools and training could have transformed her early efforts. “I could have raised so much more money for my community if I had been educated,” Julia admits, inviting viewers to keep learning alongside them.Tony adds his perspective from years in executive leadership, where he saw the strain between event heavy fundraising teams and grant writers tucked away in quiet corners—or now, working remotely. He reminds us that grant writing is both demanding and discouraging work, with many applications never funded despite excellent cases. “We have to find ways to continually celebrate the work that's being done by grant writers, whether the grant is being approved or not,” Tony says, naming the emotional labor behind every proposal.Together, Julia and Tony explore how shared language, aligned metrics, and thoughtful use of technology can connect these roles. They talk about separate goals for grants, events, and individual giving, all tied together through dashboards, regular communication, and clear expectations. They even walk through ethical ways to use board and community relationships to support grant applications—without crossing any lines.In the end, this learning session becomes a gratitude filled call to action: respect each lane, build consistent communication, celebrate the wins, and ensure leadership is championing the relationship between grant writers and fundraisers. When those pieces come together, fund development becomes a unified team effort instead of a quiet, siloed grind.#TheNonprofitShow #FundraisersFriday #NonprofitFundraisingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Tech, data, and generosity are not abstract buzzwords—they're concrete levers that can stabilize funding, expand impact, and re-energize exhausted fundraisers. Chief Fundraising Officer Kimberly O'Donnell of Bonterra joins us to map out how recurring giving, trust-based philanthropy, and AI-powered tools can move the entire sector from scarcity thinking into a new “generosity generation.”Kimberly starts by reframing recurring giving as non-negotiable infrastructure, not a nice-to-have tactic. As she puts it, “Recurring giving is essential for nonprofit sustainability. Just no, hard stop there.” Bonterra's own research shows why: in its Meet the Moment report, 58% of federally funded nonprofits report financial instability this year. In that environment, a predictable base of sustainers—monthly and annual—can keep programs moving even as federal funds, disaster response dollars, and one-time grants fluctuate.She shares a compelling case study: a Bonterra client that introduced three choices on its donation page—one-time, monthly, and annual. By normalizing both monthly and annual recurring options, that organization grew from zero sustainers to more than 65,000, proving that donors will enthusiastically choose ongoing support when invited clearly and confidently.Kimberly also dismantles the common boardroom fear that sustainers will cannibalize major gifts. In her view, that's simply a myth. Monthly donors should be seen as high-value relationship partners whose lifetime contributions, planned gifts, and sponsorship potential can grow over time. The real problem isn't “small monthly donors”; it's organizations deciding on behalf of donors when and how they will give.From there, the conversation widens. Kimberly explains how Bonterra's vantage point—serving nonprofits, community foundations, CSR programs, and public agencies across the social good ecosystem—reveals sector-wide patterns in real time. Trust-based philanthropy, she notes, hasn't disappeared; it's evolving. Funders are becoming more intentional, concentrating resources on core pillars while streamlining reporting and using their networks to introduce nonprofits to new corporate and philanthropic partners.Achieving that shift, Kimberly argues, will require data, AI, and human connection working together—what Bonterra calls the generosity generation.AI, in particular, is already reshaping daily fundraising practice. Bonterra has been using agentic AI since 2016–2017, and its new tools are built with a “human in the loop” philosophy so fundraisers can test, refine, and own their messages.Kimberly's closing message is both empathetic and urgent: acknowledging nonprofit exhaustion yet pushing leaders to resist retreat: this is not a moment to slow down—it's a moment to experiment, ask bolder questions, and lean on tools that make the work more sustainable. #TheNonprofitShow #NonprofitFundraising #BonterraTechFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show