Podcasts about Fundraising

Process of gathering voluntary contributions of money or other resources

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Fundraising

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    Latest podcast episodes about Fundraising

    Build Your Network
    Make Money with Conscious Capitalism | Eva Yazhari

    Build Your Network

    Play Episode Listen Later Aug 16, 2025 37:39


    Eva Yazhari — Managing Partner of Beyond Capital Ventures, early-stage investor, author of The Good Your Money Can Do, and advocate for conscious capitalism. Her funds have backed 50+ equity and 9 debt investments, reaching over 100 million customers across Africa and India. First and most recent dollar: First job: Working at a Staten Island bread shop. Today: Managing partner of a venture + private credit fund investing in emerging markets with LP capital. Family background & mindset: Father grew up in Tanzania; grandfather a medical doctor working with Catholic missions — early exposure shaped her view of Africa as opportunity, not risk. Parents were artists — exposure to art trained her in pattern recognition, now one of her investor superpowers. Education & mindset pivots: Started pre-med at Columbia → realized it was toxic competition. Pivoted to math, discovering both aptitude and love of problem solving. Training in mathematics = fluency in patterns, language of money, and risk analysis. Early career: VP at Entrust Capital (fund of hedge funds). Employee #2 → helped scale from $200M → $4.8B AUM. Managed relationships with activist hedge fund giants like Bill Ackman and Carl Icahn. Learned portfolio building, risk management, and fundraising skills that later became core to her VC work. Why venture capital in Africa & India? By 2050, 1 in 4 humans will be African; India today has the world's largest working-age population. 53% of the next decade's growth will come from these regions. Saw contrarian “alpha” opportunity most Western investors still dismiss. Sectors of focus: Healthcare Fintech Mobility Agtech (selectively) All are tech-enabled, solving essential problems for fast-growing middle classes. Conscious capitalism lens: Portfolio companies think beyond profits → align incentives with customers, governments, communities. Example: Rwanda's first licensed online pharmacy; startup scaling e-motorbikes after gas bikes banned. Beyond Capital gives founders a share of fund profits — equitable ownership model. Fundraising lessons: Fundraising is sales math: Eva raised her second fund after 550+ investor meetings → ~30–40 LPs. Funnel has to be very wide. Mindset matters: Rejections happen, but abundance mindset drives momentum. Referrals are gold: “Every dud knows a stud” — rejections often connect you to your best investors. Exude confidence from a clear strategy — investors back comfort + conviction. Personal insights: Considers herself an entrepreneur, not just an allocator. Believes leadership skills are as critical as financial acumen. Thinks of her fund as her “third child.” Alternate career: Pop star. Dream chat: Emma Grede (helped Kardashian brands scale). Learning style: Podcasts, audiobooks, physical books. Reading now: The Culture Code by Daniel Coyle. Her book: The Good Your Money Can Do. Pump-up song: The Rapture Pt. 3 by Black Coffee. Weakness: Moving slowly — always in motion. https://www.instagram.com/consciousinvestor/?hl=en

    Missions to Movements
    The Power of Differentiation - How Can Your Nonprofit Stand Out?

    Missions to Movements

    Play Episode Listen Later Aug 13, 2025 37:04 Transcription Available


    Differentiation can transform both your brand AND your internal culture.For over 40 years, Barry LaBov has helped iconic companies like Harley-Davidson, Audi, and The Macallan uncover the magic that sets them apart - and now he's bringing those lessons to the nonprofit sector. Barry walks us through his 5-step “brand re-engineering” process, which starts with a profound question: "What should we NOT change?" You'll hear why naming your unique approach is critical, how to avoid the trap of generic mission statements, and why launching your brand refresh should start with your most important audience: your team and supporters.These learnings from Barry's work at LABOV Marketing Communications and Training offer powerful parallels for nonprofits seeking emotional connection with supporters, and I just know this episode will challenge you to sharpen your language, simplify your message, and lead with confidence!Resources & LinksConnect with Barry on LinkedIn and learn more about LABOV on their website. Barry also has a book, The Power of Differentiation. This show is brought to you by iDonate. Your donation page is leaking donors, and iDonate's new pop-up donation form is here to fix that. See it in action. Launch the interactive demo here and experience how a well-timed form captures donors in the moment they care most. Let's Connect! Send a DM on Instagram or LinkedIn and let us know what you think of the show! My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good. Want to book Dana as a speaker for your event? Click here!

    Nothing But Major Gifts
    T. Clay Buck: Relationships Are the Strategy

    Nothing But Major Gifts

    Play Episode Listen Later Aug 13, 2025 34:45


    Fundraising in today's non-profit world is more challenging—and more rewarding—than ever before. Organizations are facing an unprecedented mix of economic, political, and social pressures, and fundraisers are being asked to navigate it all while keeping their mission moving forward. In this episode of Real Talk for Real Fundraisers, Jeff Schreifels sits down with fundraising veteran T. Clay Buck for a candid (and often hilarious) conversation about what it really takes to succeed right now. Clay kicks things off with a humbling major gift story involving a shattered acrylic chair, then dives into his perspective on why leaning on proven principles, doubling down on relationships, and resisting panic mode are more important than ever. Together, they discuss the critical role of data in donor retention, the need to diversify revenue streams, and the importance of treating donors as true partners in the mission. Clay offers practical, confidence-building advice for avoiding assumptions about donor behavior and instead focusing on authentic, one-to-one connections. This episode is a must-listen for non-profit leaders and frontline fundraisers who want to stay strategic, confident, and deeply connected to their donors—no matter what the current landscape throws their way. Show Highlights: In this episode, you'll learn about… Why the best, funniest fundraising stories often come from our own experiences How to lean on proven principles when there's no clear playbook for today's challenges Why investing in data is essential—and how to see it as informative, not extractive Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.  Additional Resources: [Blog] Donor Relationships: A Journey Not a Destination [White Paper] Building a Culture of Philanthropy [Blog] The Deeper Reason Your Donor Gives

    The Heart of Giving Podcast
    Building Trust in a Skeptical World: A Conversation with Ken Phillips

    The Heart of Giving Podcast

    Play Episode Listen Later Aug 12, 2025 31:12


    About Our Guest Ken Phillips has decades of nonprofit leadership and fundraising experience. He runs NGO Futures LLC, which provides training and consulting services to non-governmental organizations in 35 countries. In 2024, the Association of Fundraising Professionals honored him with their Outstanding Fundraising Professional of the Year. He previously served as President & CEO, Plan International USA, and as head of fundraising for Save the Children US. His latest book, "Trust, Impact, and Fundraising for Nonprofits" (2023), addresses the critical trust crisis facing the charitable sector. The Global Trust Crisis This episode tackles one of the most pressing challenges facing charities worldwide: declining public trust. Ken discusses how this issue has become a global concern and is not confined to just the United States. Key Insights and Quotes On the root of the trust problem: "Trust in everything is falling. It's not just nonprofits. It's in corporations... There are three ways people spend money. They spend it on their taxes... They spend money on clothing, on services, vacations... In donations, which is the third way people can spend money, they only get feedback if they get it from who they give the money to."   On the importance of communication with donors beyond fundraising: "If you don't communicate... if you don't give good, clear, persuasive information on what [the charity] did and …how [it is] efficient and effective. People don't know that... it's the follow-up that gets the renewal. And if it's just give us more [money], there's going to be dropout." On fundraising as relationship-building: "I often compare fundraising to... the act of wooing, the act of seeking someone to love you back. And if you make that comparison, you're going to realize asking for more again and again and again is not going to work. You've got to talk about what you are, why you're respected, why you could be trusted." Innovative Solutions Discussed Ken introduces several groundbreaking concepts: Chief Trust Officers for major nonprofits - similar to CFOs but focused on ethics and accountability Multi-layered evaluation systems combining self-assessment, peer review, and external monitoring Educational and advocacy programs that transform donors into committed advocates The critical importance of sanctions - "without sanctions, ethics are meaningless" Looking Ahead: The Human Element in an AI World In a fascinating discussion about the future, Ken emphasizes that artificial intelligence will never replace the human connection essential to successful fundraising: "Artificial connections and artificial fundraising ...will increase the importance of that personal connection by the fundraiser with the donor." Why This Episode Matters Ken's insights from decades of experience provide a valuable perspective on creating accountability systems that actually work. His conversation offers practical wisdom for nonprofit leaders, donors, and anyone concerned about strengthening public trust in charitable organizations. Listen Now Don't miss this thought-provoking discussion about the future of nonprofit accountability and the urgent need to rebuild public trust in charitable organizations.  

    What the Fundraising
    252: She Gives, She Leads: The Generosity Myth and What We Get Wrong About Women Donors with Jacqueline Ackerman

    What the Fundraising

    Play Episode Listen Later Aug 12, 2025 27:43


    Challenging the outdated assumptions about who gives and how in fundraising, research has found that women are not only more generous than men, but they also give differently, diversely, and collaboratively. In this week's episode, we break down the myths and misconceptions about women donors and examine the importance of relationship-building, storytelling, and recognition. Women seem to redefine philanthropy from giving across various causes to wanting deeper engagement beyond just writing a check.  Jacqueline Ackerman is the interim director of the Women's Philanthropy Institute at Indiana University Lilly Family School of Philanthropy. The institute believes that gender matters in philanthropy and that perspective, leadership, and generosity are required from women and men in solving the world's complex problems. After joining the Lilly Family School of Philanthropy in 2012, she has grown her career supporting and leading research on various aspects of charitable giving. Jackie enjoys developing relationships and using her knowledge and experience to deliver research with real-world applications. She brings a deep expertise in women donors, gendered giving trends, and the evolving role of women in nonprofit leadership. She joined us today to talk about how to shift your strategies, build authentic relationships, and tap into the real power of women's generosity.  In this episode, you will be able to: - Discover the myths and misconceptions about working with women donors. - Learn about the importance of relationship-based philanthropy. - Learn about the seven Ts of philanthropy. - Discover why it's important to keep a continuous communication with the donors.  Get all the resources from today's episode here.  Support for this show is brought to you by iDonate!  Their donor-first giving suite, including mobile pop-ups, A/B testing, recurring prompts, makes it easy to convert more donors, faster. Easy to set up & publish with no tech team required! Launch custom giving forms that sync seamlessly with your CRM. Smarter data, better donor journeys. Check them out at iDonate.com Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

    The Charity Charge Show
    Why GoFundMe Works for Nonprofits: Lessons from Its Global Fundraising Network

    The Charity Charge Show

    Play Episode Listen Later Aug 12, 2025 53:32


    In this episode of The Charity Charge Show, Stephen Garten and co-host Grayson Harris talk with Krista Lamp, Senior Director of Nonprofit Communications at GoFundMe, about how technology, storytelling, and strategic engagement can help nonprofits raise more funds and connect with supporters.Krista shares how the transition of Classy into GoFundMe Pro combines the best of both platforms—offering robust fundraising tools with the global reach of GoFundMe's donor network. The discussion covers recurring giving, community engagement, and how nonprofits can claim their free GoFundMe pages to boost visibility.What is GoFundMe Pro?GoFundMe Pro is a complete fundraising platform designed to help nonprofits grow their support base and achieve their fundraising goals. From customizable campaigns to peer-to-peer events and corporate giving integrations, the platform enables organizations to meet supporters where they are and inspire more contributions.Key Platform Features:Recurring Giving: Encourage consistent monthly support.Branded Donation Forms: Keep your campaigns visually consistent and mobile-friendly.Peer-to-Peer Fundraising: Empower supporters to fundraise on your behalf.Comprehensive Dashboard: View giving history, track campaign progress, and analyze trends.Krista noted that 92% of contributions on GoFundMe come from first-time supporters, making it a powerful tool for nonprofits looking to reach new audiences. 

    Rainmaker Fundraising Podcast
    Practivated: Your Virtual Fundraising Coach

    Rainmaker Fundraising Podcast

    Play Episode Listen Later Aug 12, 2025 39:21


    Every fundraiser on the planet has, at some point, wished they could have a prep conversation with a donor before they actually sit in front of them to make an ask of any kind.  But that's silly. That's not possible. Instead, most of us settled for half-baked role playing with a colleague from time-to-time.  And that was helpful. Sort of. But it was never exactly what we needed. It was never dialed in as much as many of us wanted. The result?  Many of us still walked into donor visits and meetings nervous, unsure of ourselves, and unprepared to navigate […] Chapters (00:00:00) - Rainmaker Fundraising: Guest Interview(00:01:17) - Practical Learning for Fundraisers(00:03:31) - Facebook's First Paying Customers(00:03:50) - Why I Launched a Tech Company(00:08:10) - How the Fear-Based Fundraising System is Changing the Way(00:11:10) - Baker Fundraising: From Friendly to Fundraising(00:15:46) - The New Way to Coaching(00:18:28) - How To Raise Money With a Board of Directors(00:19:38) - Beyond the Money Flow(00:24:21) - Fundraising Goals and Motivation(00:26:15) - The New Goal-oriented Meeting(00:28:28) - "A Touch of Mercy"(00:29:17) - Give Like a Corporate Coach(00:31:08) - Coaching of the Leader(00:33:54) - Practivated: How to Navigate the Challenging Personality of(00:38:38) - A Few More Favors For You

    Mission Impact
    Tribute: Fundraising Without Fear: Building Relationships That Fuel Your Nonprofit Mission with Sabrina Walker-Hernandez

    Mission Impact

    Play Episode Listen Later Aug 12, 2025 38:59


    In this episode of Nonprofit Mission: Impact, Carol Hamilton gives a tribute to nonprofit consulting star and nonprofit governance and fundraising expert Sabrina Walker Hernandez, President & CEO of Building Better Boards, by re-releasing their conversation from 2021. Ms. Hernandez passed away in July 2025 after a long battle with cancer. Episode highlights: [00:06:45] Finding Her Why: From Law to Nonprofit Service [00:13:00] Breaking Down the Fundraising Cycle [00:18:30] A Mantra for Courage: It's Not About You [00:21:15] Helping Board Members Identify Donors: The List Generator [00:25:55] Cultivating With Authenticity [00:29:75] Fundraising in Underserved Communities [00:35:55] Where to Begin: Budget and Strategy [00:40:30] Innovating Fundraising Approaches Guest Bio: Sabrina Walker-Hernandez was the President & CEO of Building Better Boards. She has over 30 years of experience in nonprofit management, fundraising, and leadership. One of Sabrina's greatest successes was that she increased operation revenue from$750,000 to $2.5 million over an 8-year period as well as being responsible for the planning and operations of a $12 million comprehensive capital campaign in the 3rd poorest county in the United States. She facilitated numerous workshops with hundreds of nonprofit professionals and was a master trainer for the Boys & Girls Clubs of America. Sabrina gained a certificate in Nonprofit Management by Harvard Business School. She was an active community leader and volunteer in Edinburg, Texas.   Important Links and Resources: Tributes to Sabrina: https://texasborderbusiness.com/in-loving-memory-of-sabrina-walker-hernandez/ https://riograndeguardian.com/tributes-pour-in-for-sabrina-walker-hernandez/ https://www.legacychapelsrgv.com/obituaries/sabrina-walker-hernandez https://www.youtube.com/@SupportingWorldHope   Be in Touch: ✉️ Subscribe to Carol's newsletter at Grace Social Sector Consulting and receive the Common Mistakes Nonprofits Make In Strategic Planning And How To Avoid Them

    On The Runs
    On The Runs 177 - Mike Brydges - Mike Runs Marathons

    On The Runs

    Play Episode Listen Later Aug 12, 2025 144:51


    In this episode, the hosts discuss the transformative power of running and the importance of building a positive community. They welcome Mike Brydges, (13:40) who shares his inspiring journey of completing a six-star marathon journey after overcoming significant health challenges. The conversation highlights the role of community support, personal growth through running, and the joy of celebrating achievements together. This conversation explores the personal journey of an individual transitioning from a non-athletic background to becoming a dedicated runner. It delves into the impact of mental health struggles, the role of family support, and the transformative power of running as a therapeutic outlet. The discussion highlights the emotional highs and lows experienced during races, the significance of community, and the pursuit of personal milestones in the world of marathons and ultra marathons. In this episode, the hosts engage in a lively discussion about their running experiences, personal stories, and the challenges they face in marathons. They share memorable moments, the importance of community support, and the impact of mental health on their journeys. The conversation highlights the significance of friendship in running and the need to share stories of everyday runners, emphasizing that everyone has a unique journey in the running community.Chapters00:00 Introduction and Personal Updates12:30 Exciting News and Upcoming Events13:25 Guest Introduction: Mike Bridges16:14 The Power of Community in Fitness19:07 Mike's Transformation and the Birth of the Positive Peloton Group22:13 The Impact of Mental Health on Physical Well-being25:06 Mike's Six-Star Journey and Overcoming Adversity39:19 Finding Joy in Running: The First Race Experience46:54 The Emotional Impact of Running: Personal Loss and Motivation57:54 Lessons Learned: Humorous and Challenging Marathon Moments01:05:05 Running and Relationships01:08:02 Love Stories and Long-Distance Connections01:18:20 The Journey of Running and Mental Health01:21:20 Creating a Platform for Everyday Runners01:29:07 Outro01:33:59 Traveling and Running: Eric's DC Experience01:36:42 The Delta Dental Corporate Elliott 5K01:39:44 Erika's Ultra Marathon Adventures01:42:45 Loopy Looper: A 12-Hour Ultra Experience01:45:41 Anchor Down: The 24-Hour Challenge02:03:43 Support and Community02:09:44 Friendships and Connections02:16:38 Fundraising and Future Goals02:21:53 Content CreatiMy Race Tatts Affiliate Page - 15% of your purchase goes towards our TEAM FORCE Fundraising efforts for the NYC Marathon Wrightsock Affiliate Page - 15% of your purchase goes towards our TEAM FORCE Fundraising efforts for the NYC Marathon Eric's NYC Marathon Fundraiser - Team FORCE, a dynamic organization that supports the hereditary cancer community Erika's Chicago Marathon Fundraiser - for American Foundation for Suicide Prevention in memory of her brother, Nick Strava GroupLinktree - Find everything hereInstagram - Follow us on the gram YouTube - Subscribe to our channel Patreon - Support usThreadsEmail us at OnTheRunsPod@gmail.com

    Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
    Fund Raising Secrets: How to Win Investors' Trust Every Time

    Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

    Play Episode Listen Later Aug 11, 2025 43:53 Transcription Available


    Send us a textIf you've ever wondered how to raise millions without sounding like a sleazy salesman, then this is a conversation that'll change everything you know about investor psychology. All this and more coming right now.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Travis Jamison evolved from serial founder to full-time capital allocator, focusing on "boring businesses" – profitable, cash-flowing companies in unsexy niches that deliver less speculative returns. Through CapitalPad, he opens up the SMB asset class to other entrepreneurial investors.[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

    TSP - The Scuttlebutt
    Heroes Among Us: Supporting Veterans Joe Stazione

    TSP - The Scuttlebutt

    Play Episode Listen Later Aug 11, 2025 77:48


    Send us a textIn this episode, the hosts discuss their nonprofit work supporting veterans and their families, including fundraising initiatives for children with cancer. They introduce Joe Stazione, a Marine Corps veteran, who shares his experiences in the military, the impact of his peers, and the challenges of transitioning to civilian life. The conversation highlights the importance of community support for veterans, the creation of fundraising events, and the journey of building a business that gives back to the veteran community. In this engaging conversation, the speakers share personal anecdotes about their connections to Nashville, humorous reunion mishaps, and memorable military experiences. They delve into the creative process behind unique flag designs and artistic ventures, highlighting the importance of passion and camaraderie in their lives. The discussion culminates in reflections on courage witnessed during service and plans for future artistic projects.Support the show

    Golfweek Amateur Tour - The Podcast
    Record-Breaking Scores, Fundraising Milestones & The Final Push to Nationals

    Golfweek Amateur Tour - The Podcast

    Play Episode Listen Later Aug 11, 2025 78:36 Transcription Available


    Send us a textWith just 67 days until the National Championship, the competition is heating up, and so are the stories! In this episode, Tim Newman and Chris Rocha bring you a powerful mix of record-breaking golf, inspiring fundraising, and the camaraderie that makes the Golfweek Amateur Tour truly special.We start in Arizona, where Gabe and his team are on the verge of hitting $10,000 raised for the V Foundation, proving once again that golf can be a powerful force for good. Then, we head to Louisiana to hear from Rod Baronet, who delivered one of the most jaw-dropping performances in tour history, rounds of 68 and 63 at Oak Wing, not only setting the lowest two-day score ever but also shooting his age for the first time at 65. His patient, strategic mindset is a masterclass for every amateur golfer.Chris also shares highlights from his recent trip to Hawaii, including the unforgettable beauty (and challenges) of island golf. Plus, we give you the latest updates on regional championships, Player of the Month nominations, and the ongoing raffle for a brand-new set of irons.Whether you're chasing your own personal best, playing for a cause, or just soaking in the joy of our golf community, this episode is packed with the stories and strategies that make amateur golf competition so addictive.In This Episode You'll Learn:How the Arizona Tour is making a major impact in the fight against cancerThe mental approach behind Rod Baronet's historic tournament performanceWhy patience and course strategy can beat raw power in competitive golfUpdates on Regional Championships and the road to the National ChampionshipHow camaraderie fuels performance on the Golfweek Amateur TourLinks & Resources:Golfweek Amateur Tour: amateurgolftour.netSenior Amateur Tour: senioramateurgolftour.net Support the showPodcast HomepageGolfweek Amateur TourSenior Amateur TourFacebookYouTubeSrixonJondo Sunglasses

    DJ & PK
    Hour 1: Pablo Mastroeni Examines RSL's Controversial Loss | Aaron Roderick Dishes on BYU's Offense | Robbie Bosco Talking BYU Football & Fundraising

    DJ & PK

    Play Episode Listen Later Aug 11, 2025 53:32


    Hour one of DJ & PK for August 11, 2025: Pablo Mastroeni, Real Salt Lake Aaron Roderick, BYU Football Robbie Bosco, Former BYU Quarterback

    CFO Thought Leader
    1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra

    CFO Thought Leader

    Play Episode Listen Later Aug 10, 2025 48:40


    When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company's history stretches much further back—“We have customers that are 20–25-year-old customers, so (there are) a lot of longstanding relationships.”From its earliest days, Bonterra's mission has been clear: provide “purpose-built software for nonprofits.” Today, that includes tools for strategic philanthropy, enabling Fortune 50 companies and foundations to distribute funds, manage grants, and ensure resources reach the right causes.Its Impact Management business works with both small nonprofits and large entities—including city and state initiatives involving millions of dollars—to answer the central question: “What's the impact?” Hardy tells us many philanthropists have historically invested without a clear view of results; Bonterra's solutions aim to change that.Fundraising and Engagement solutions—traditional CRM-style donor management platforms—serve nonprofits across the spectrum, from micro-organizations to nationally recognized names.Although backed by private equity “impact funds,” Hardy stresses there's no easing of performance expectations. Bonterra tracks “all the same metrics you would typically see in your vertical SaaS companies”—from new and install base bookings to gross and net retention, margins, and EBITDA.Ultimately, Hardy's strategic lens centers on value realization. “If your customers…aren't finding significant value…you're not going to last long,” he tells us. Whether helping nonprofits hit fundraising goals or guiding corporate giving programs, Bonterra's work is measured by both mission and metrics.

    First Day Podcast
    Collaboration, Innovation, and Fundraising

    First Day Podcast

    Play Episode Listen Later Aug 10, 2025 22:46


    In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with Muhsin Hassan, Managing Director at Lever for Change, to unpack the power, and practicality, of nonprofit collaboration. Drawing from his role advising the Community Collaboration Initiative led by the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy, Hassan explains why partnerships aren't just nice-to-have, they're mission multipliers. From maximizing impact during economic downturns to sparking innovation across issue areas, collaboration can create better ideas, stronger fundraising, and more efficient service delivery. Hassan shares how the initiative brought together 21 Muslim-led nonprofits from across the U.S., ranging from local to national reach, to explore shared solutions. The three-year effort wasn't donor-driven from the top down, but intentionally designed to listen to community needs and prioritize equity among partners. Common threads emerged between seemingly different missions: healthcare access, education, civic engagement, and refugee support leading to big-picture strategies like “one-stop shop” service models for new Americans. And yes, there was a built-in incentive: each participating organization received a $250,000 grant to implement their collaborative plans. The conversation digs into what makes collaborations work: intentional design, time to build trust, and intermediaries who handle logistics so nonprofits can focus on the work. The CCI team acted as that connective tissue, setting agendas, facilitating conversations, and ensuring equity between grantees and donors. This created space for candid dialogue, something that doesn't always happen in traditional philanthropy, and fostered genuine partnerships rather than compliance-driven alliances. Challenges? Of course. Some organizations realized the timing wasn't right and bowed out gracefully, underscoring the need for flexibility and openness to think beyond one's own program lane. Hassan closes with advice for any nonprofit, regardless of cause area or cultural context; there are always lessons to learn from others. Whether you share a target population or simply share the nonprofit experience, collaboration offers unexpected insights and fresh approaches. Skeptics often leave such partnerships with new allies, new knowledge, and stronger strategies. The key is creating opportunities for cross-sector dialogue, maintaining equity among all players, and giving collaborations the time, and resources, to thrive. The full white paper, Collaboration in the U.S. Muslim Nonprofit Sector: Lessons from the Community Collaboration Initiative, is available at the Lilly Family School of Philanthropy's Muslim Philanthropy Initiative page.

    Nonprofit Mastermind Podcast
    F is for Fundraising Friction: Is your fundraising stuck? It's not your donors.

    Nonprofit Mastermind Podcast

    Play Episode Listen Later Aug 10, 2025 4:49


    If your fundraising feels harder than it should—slow responses, low returns—it might not be donor fatigue. It's likely a system problem.

    TSP - The Scuttlebutt
    From Combat to Community: A Marine's Journey Brandon Standridge

    TSP - The Scuttlebutt

    Play Episode Listen Later Aug 10, 2025 62:58


    Send us a textIn this engaging conversation, Brandon Standridge shares his journey as a Marine, detailing his experiences in combat, the impact of war on mental health, and the importance of community support in recovery. The discussion highlights the challenges veterans face after service, the significance of finding purpose, and the role of nature in healing. Brandon emphasizes the need for open conversations about mental health and the importance of seeking help, while also sharing insights on the recovery process and the value of community.Support the show

    The Sunday Session with Francesca Rudkin
    Will Braden: CatVideoFest director on the successful expansion of the event

    The Sunday Session with Francesca Rudkin

    Play Episode Listen Later Aug 9, 2025 5:28 Transcription Available


    The SPCA is riding the tail of a global cat film sensation. CatVideoFest is a 75-minute compilation of small felines doing silly things. It's reached our cinemas and a portion of money from screenings goes to the SPCA. It was founded in the US and has benefited charities in North America and Europe - before making its way to Australia and New Zealand. Director Will Braden says there's something special about the product. "The charitable component just comes around because everyone want to see cat videos. We would be crazy if we didn't use it to raise some money for cats in need." LISTEN ABOVESee omnystudio.com/listener for privacy information.

    The Tech Trek
    Why This Ex-Google Exec Became a First-Time Founder

    The Tech Trek

    Play Episode Listen Later Aug 8, 2025 34:04


    Berit Hoffmann, CEO and co-founder of Korl, joins The Tech Trek to share her candid journey from big tech leader to late-stage startup founder. With a resume that includes Google, Dell, and Sisu, Berit could have landed any top role—but she chose the riskier path of building her own AI company while raising two kids and fundraising while seven months pregnant. In this episode, she opens up about the internal tug-of-war, the realities of balancing family and founder life, and how she's navigating the fast-moving, hype-driven world of AI. If you're a tech professional wondering when—or whether—to make your own leap, this one's for you.Key Takeaways:Experience doesn't remove fear—but it can sharpen your confidence in taking big risksAI founders must constantly recalibrate as models evolve and moats evaporateThe best startups fall in love with the problem, not the initial solutionYou don't have to wait for perfect timing—it might never comeExecution and clarity win over buzzwords in a crowded AI marketTimestamped Highlights:00:44 — What Korl actually does and why it's different from other AI presentation tools02:30 — Why Berit waited to found a startup and how early roles shaped her confidence07:03 — The hidden opportunity costs and fears of starting later in life11:38 — Her zero-to-one playbook: validate the problem deeply before writing a line of code15:50 — Fundraising in the age of AI hype and navigating the balance between clarity and buzz20:33 — How she processes new AI releases and adapts strategy without spinning out24:45 — What it was really like to raise VC funding while visibly pregnant30:11 — Her honest take on founder-parent balance: sometimes 80% has to be enoughQuote of the Episode:“There's still such a gap between what many AI tools promise and what they actually deliver. Closing that gap is all about execution—and that's where startups win.”Resources Mentioned:Koral: https://www.getkoral.comConnect with Berit on LinkedIn: https://www.linkedin.com/in/berithoffmann/Call to Action:Enjoyed the conversation? Follow The Tech Trek for more real stories from tech builders and startup leaders. Share this episode with someone who's debating their next leap—you never know what might spark them to go for it.

    DJ & PK
    Full Show: Robbie Bosco Talking BYU QB Battles & Fundraising | Jason Kreis on RSL Transfers | Painful Sports Memories | Archie Speaking for Arch?

    DJ & PK

    Play Episode Listen Later Aug 8, 2025 179:44


    The entirety of DJ & PK for August 8, 2025: HOUR ONE Tobias Merriweather and Kalani Sitake Stevenson Sylvester, Former Utah Linebacker Tom Fornelli, CBS Sports HOUR TWO What is Trending Hot Takes or Toast Most painful sports moments? HOUR THREE Archie Manning speaking for his grandson? Jason Kreis, Real Salt Lake What are you watching this weekend? HOUR FOUR Robbie Bosco, BYU Athletics Slacker Radio Headlines Feedback of the Day

    The Nonprofit Show
    Reignite Your Board's Fundraising: 8 Big Tips That Actually Work!

    The Nonprofit Show

    Play Episode Listen Later Aug 8, 2025 31:30


    This high-energy episode of Fundraisers Friday is packed with smart, actionable tips to help nonprofit leaders reignite board engagement—especially when things feel slow or disconnected. Cohosts Julia C. Patrick and Tony Beall bring clarity, candor, and creativity to the perennial challenge of motivating board members to actively participate in fundraising.“If board members understand their roles and are equipped with tools, they can feel confident and proud to help raise funds,” starts Tony. He encourages nonprofits to start with clear job descriptions and fundraising expectations—not as pressure, but as empowerment.Julia adds heart to the conversation with a powerful reflection: “When we elevate one board conversation, that knowledge often travels with members into other parts of their community.” This ripple effect of board engagement is a golden opportunity for nonprofits to build momentum well beyond their own walls.They cover eight key strategies, including:·        Revisiting board policies and roles in fundraising·        Turning mission moments into impact moments·        Using real dollar amounts (not percentages!) to make financial urgency tangible·        Engaging board members in grant applications and partnership opportunities·        Celebrating donor wins and learning from not-so-great experiences·        Tapping into each member's personal “why” to foster deeper commitmentOne particularly refreshing approach? Encouraging board members to share their successes—and even their mistakes—so others can learn and grow together. “We've all had experiences as donors, good and bad,” says Tony. “Sharing both helps us create better outcomes and stronger relationships.”You'll also hear a compelling conversation about how board members can fill various fundraising roles—prospector, cultivator, solicitor, or steward—so no one feels forced into uncomfortable territory. “Every board member can participate in at least one of these ways,” Tony reminds us.This episode is perfect for any nonprofit leader preparing for a seasonal push or looking to infuse new energy into board culture. With warmth and wisdom, Julia and Tony show that reigniting your board starts with real connection, clarity of purpose, and honest conversation.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

    Moneycontrol Podcast
    4752: VC fundraising hits new high, Urban Company gets pre IPO round, Trump Tariffs make Indian IT nervous and more | MC Tech3

    Moneycontrol Podcast

    Play Episode Listen Later Aug 8, 2025 6:56


    In today's Tech3 episode, we break down how VC fundraising has already crossed 2024 levels with $3.2 billion raised so far. Urban Company is shaking up its cap table ahead of its IPO, while India's IT sector braces for indirect fallout from new US tariffs. Plus, the government pulls back the first version of the new Income Tax Bill and promises a reworked version soon.

    Reflections on Generosity
    Trailer - Reflections on Generosity

    Reflections on Generosity

    Play Episode Listen Later Aug 8, 2025 0:56 Transcription Available


    Fundraising work can feel isolating, with endless tasks pulling you in every direction. But what if you stepped back from the techniques and trends to discover something deeper?Welcome to Reflections on Generosity — a weekly five-minute pause to explore the beautiful space where generosity occurs. Drawing from ancient wisdom to modern insights across all cultures, we'll ground you with thoughtful reflections and coaching questions for the week ahead.This isn't another podcast for your to-do list. It's a moment to reconnect with the profound, timeless work you're already doing.Join me each week for Reflections on Generosity. Subscribe wherever you listen to podcasts.What do you think? Send me a text. To explore fundraising coaching deeper and to schedule an exploratory session, visit ServingNonprofits.com.Music credit: Woeisuhmebop

    Masters of Scale
    Inside one of the world's greatest fundraising operations

    Masters of Scale

    Play Episode Listen Later Aug 7, 2025 35:12


    When Rick Shadyac Jr. took over as CEO of the fundraising organization responsible for St. Jude Children's Research Hospital, it was bringing in about 600 million a year. The recently retired leader joins host Jeff Berman to reveal how he built a fundraising machine that is now approaching 3 billion per year, and how that money will have a global impact on kids with cancer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Free Outside
    No Home, All Heart: The AT FKT Begins

    Free Outside

    Play Episode Listen Later Aug 7, 2025 35:23


    When you hear this, I will have started the Appalachian Trail Self Supported FKT attempt. Track it here: https://corsa.run/live/freeoutside/Also, consider donating to the Trevor Project as I try to raise money and make a difference during this record attempt: https://give.thetrevorproject.org/JeffATIn this episode, I sit down (virtually) with the Dictator of FKTs, Allison Mercer, for a last-minute chat about how the heck I got here: from failed FedEx deliveries and lost shoes, to spending $500 shipping food across the eastern seaboard, to testing gear and nutrition in the White Mountains while pretending I still had a home address.We talk about why I chose the AT, why I'm going southbound, why self-supported FKTs are my favorite kind of chaos, and how I'm channeling all my energy into something bigger than myself—raising $10 per mile for The Trevor Project, an organization making a real impact on mental health and LGBTQ+ youth.We also cover:Why I eat Costco pizza for performanceMy obsession with spreadsheetsVisualizing failure so it doesn't surprise youAnd how rocks in your shoes are the new weighted vestIt's chaotic, heartfelt, and packed with bad ideas and good intentions. If you want to follow along with my attempt, track me, or donate to the cause, check the show notes or visit my Linktree. And thanks for being part of this wild, weird ride.Now I guess I better go hike 2,200 miles. Like it's hard.– JeffChapters00:00 Introduction to the FKT Journey00:28 Supporting the Trevor Project00:39 Preparing for the FKT Challenge06:19 The Allure of the Appalachian Trail10:46 Overcoming Hurdles and Challenges13:21 Mental Resilience and Problem Solving18:56 Testing Gear and Nutrition28:40 Fundraising for Mental Health AwarenessSubscribe to Substack: http://freeoutside.substack.comSupport this content on patreon: HTTP://patreon.com/freeoutsideBuy my book "Free Outside" on Amazon: https://amzn.to/39LpoSFEmail me to buy a signed copy of my book, "Free Outside" at jeff@freeoutside.comWatch the movie about setting the record on the Colorado Trail: https://tubitv.com/movies/100019916/free-outsideWebsite: www.Freeoutside.comInstagram: thefreeoutsidefacebook: www.facebook.com/freeoutside

    The Coaching 101 Podcast
    Building and Sustaining Championship Culture in High School Football w/ Adam Harvey and Bobby Leidner

    The Coaching 101 Podcast

    Play Episode Listen Later Aug 7, 2025 57:33


    Building and Sustaining Championship Culture in High School FootballIn this episode of the Coaching 101 Podcast, we are live from the Texas High School Coach Association Coaching School in San Antonio. Host Daniel Chamberlain interviews Adam Harvey and Bobby Leidner, who share their extensive journeys in coaching, particularly focusing on building and sustaining a winning culture in high school football. Adam reveals the importance of culture, schemes, and the challenges of being a first-time head coach. Additionally, the episode covers the impact of multiple state championships, defensive strategies, and the role of mentorship in addressing coaching shortages. There's also a spotlight on fundraising and the technological aids available, adding value for listeners looking to enhance their coaching programs.00:00 Introduction and Welcome00:25 Fundraising with Ace Sports01:44 Reintroducing Coach Adam Harvey03:15 Building a Winning Culture05:33 Challenges of a First-Time Head Coach09:44 The Importance of Competition15:28 Addressing the Coaching Shortage24:03 Closing Remarks and Promotions25:12 In-House Manufacturing and Services25:35 Efficiency in Coaching Programs26:08 Fundraising with Ace Sports27:19 Athletic Speed and Movement Training28:07 Live from Texas High School Coach Association30:17 Introduction to Coach Bobby Leidner32:13 Highland Park's Defensive Strategies36:09 Adapting to Offensive Changes49:31 The Importance of a Good Box Coach50:40 New Collegiate Rules on D-Line Stemming54:08 Conclusion and Final ThoughtsDaniel Chamberlain: @CoachChamboOK ChamberlainFootballConsulting@gmail.com chamberlainfootballconsulting.com Kenny Simpson: @FBCoachSimpson fbcoachsimpson@gmail.com FBCoachSimpson.com

    Business Built Freedom
    How Blockchain Technology Is Reshaping Fundraising With DigiDonate

    Business Built Freedom

    Play Episode Listen Later Aug 7, 2025 27:12


    Donating money should feel good. But too often, it leaves people wondering: Where did my money actually go? That uncertainty combined with high overheads and vague updates is exactly what led Simon “Siim” Konks and Erika Wagner to build DigiDonate, a blockchain-based fundraising platform designed to restore trust.  In this episode of Business Built Freedom, we are not just talking about crypto or charity. We are diving into something bigger: how trust, technology, and transparency can shape the way we run our businesses.  Read More

    Missions to Movements
    Want to 5x Your Impact? This Executive Director Did - Here's How

    Missions to Movements

    Play Episode Listen Later Aug 6, 2025 39:27 Transcription Available


    What if your nonprofit could grow its impact by 5x, WITHOUT increasing staff or burning out your team? That's exactly what Greg Harrell-Edge did during his tenure as Executive Director of CoachArt. And you'd never believe that a mindset shift ultimately led to their 37% year-over-year increase in impact, sustained over five years.Greg shares how a single board retreat sparked a movement within the organization, and why traditional models of nonprofit growth no longer serve today's landscape. He also reveals how he created a unique spin on monthly giving by forming online advisory boards and inviting donors to contribute not just funds, but also their expertise.Now, Greg is channeling his hard-won insights into the Proimpact Project, a content and community hub built to help Executive Directors embrace modern growth strategies. You'll hear practical frameworks (like his 3x 3y napkin test), fresh takes on donor engagement, and ideas for building a movement.Resources & LinksLearn more about the Proimpact Project on their website and connect with Greg on LinkedIn.Greg shares his TEDx talk, An Impact-First Way to Think About Charity, on his LinkedIn.Check out one of Greg's favorite books, Obsessed: Building a Brand People Love from Day One, by Emily Heyward. This show is brought to you by iDonate. Your donation page is leaking donors, and iDonate's new pop-up donation form is here to fix that. See it in action. Launch the interactive demo here and experience how a well-timed form captures donors in the moment they care most. Let's Connect! Send a DM on Instagram or LinkedIn and let us know what you think of the show! My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good. Want to book Dana as a speaker for your event? Click here!

    E53: How AI Agents are Replacing Manual Accounting Work with Truewind CEO Alex Lee

    Play Episode Listen Later Aug 6, 2025 37:49


    In this episode, Sasha Orloff and Alex Lee, Co-founder & CEO of Truewind, to discuss how his company is transforming accounting with AI-powered automation—streamlining tasks like data reconciliation and deposit matching from hours to minutes. They explore Truewind's journey, recent funding led by Thomson Reuters and Row Capital, and the future of accounting through AI, autonomous agents, and customer-centric innovation. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠ Puzzle

    Worldwide Exchange
    Earnings vs. Tariff Fears, Fundraising & Dealmaking 8/6/25

    Worldwide Exchange

    Play Episode Listen Later Aug 6, 2025 43:32


    It's earnings versus tariff fears in a Wall Street battle royale and so far, investors are doing their best to focus on the positives, with U.S. stock futures pointing to a rebound today. Plus, two landmark deals in the works, from sports media to AI. We'll break down both.

    Alt Goes Mainstream
    Hg's Nic Humphries - investing at an inflection point in history

    Alt Goes Mainstream

    Play Episode Listen Later Aug 6, 2025 82:09


    Welcome back to the Alt Goes Mainstream podcast.Today's episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry's most prolific private equity technology investors.We sat down with Nic Humphries in Hg's London office. Nic is the Senior Partner and Executive Chairman of Hg and Head of the firm's Saturn fund.Hg, one of the top 10 largest PE firms globally based on the PEI300 ranking, has built an impressive investment engine focused on mission-critical enterprise software. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Nic is responsible for Hg's strategy, management, and governance. On the investing side, Nic focuses on larger software investments that provide daily-use mission critical applications for accountants, tax / compliance professionals, and designers / engineers / scientists. He has brought his electrical engineering background to bear to go a “mile deep” into a category where Hg has become an unquestioned market leader.Nic balances being both a detail-oriented specialist with a vision for both the enterprise software industry and Hg as a firm. We had a fascinating discussion about enterprise software investing, how to create European software giants, applying AI to make companies more efficient, and much more.We covered:The origin story of Hg.How Hg grew into one of the industry's leading software focused private equity firms.How an engineering mindset has helped Nic become a leading investor.Why Hg focuses on mission-critical enterprise software and why it's a compelling investment thesis.Why enterprise software investing can be considered a low volatility investment strategy and how Hg has delivered consistent returns to investors.How to effectively manage exits and DPI.Why Europe, why now?How AI could impact technology and services businesses.Thanks Nic for coming on the show to share your wisdom and expertise about enterprise software and private markets.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:00 Introduction to our Sponsor, Juniper Square01:40 Introducing Nic Humphries01:56 Hg's Investment Strategy04:03 Nic's Background and Career Journey04:46 Engineering Mindset in Investing05:14 Long-Term Business Thinking05:58 Hg's Focus on Accounting Software06:45 Growth Drivers in SMB Market09:05 Impact of AI on Enterprise Software09:34 Platform Shifts in Technology11:10 Adapting to AI in Business12:15 Mission Critical Software14:02 Challenges of AI Integration14:58 Embedding Products and Services17:13 Organic Growth vs. Acquisitions20:51 Geographical Expansion Strategies21:59 European vs. North American Markets23:30 Management Teams and Expansion24:32 Jurisdictional Challenges in Europe25:05 Hg's Investment Philosophy25:50 Mission Critical Software in Europe36:22 Hg's Consistent Investment Returns38:00 Conclusion and Final Thoughts40:13 Understanding Recurring Revenues40:59 The Importance of Discipline in Investing41:48 Learning from Past Experiences43:30 Maintaining Excitement and Focus45:26 The Role of Realization Committees46:44 Continuous Improvement Culture47:42 The Importance of Cash Returns48:51 Exit Strategies and Realization Committees50:32 Re-underwriting Investments52:40 AI's Impact on Software Development54:17 The Rule of 40 and AI54:38 Investing in AI: Startups vs. Established Businesses55:59 Hg's Growth Strategy58:56 Specialization in B2B Back Office Software01:01:35 Fund Structure and Management01:03:27 Expanding into the Wealth Channel01:03:48 Hg Capital Trust and Fusion Fund01:05:27 Communicating with a Broader Audience01:06:39 The Importance of Brand in Wealth Management01:07:32 Connecting Private Markets to Everyday Life01:09:36 The Prevalence of Private Companies01:11:09 Aligning Interests with Investors01:12:19 Investment Decisions and Long-term Growth01:14:21 Future Growth Opportunities for Hg01:16:38 The Role of AI in Future Investments Editing and post-production work for this episode was provided by The Podcast Consultant.DisclaimerThe views and opinions expressed in this episode are those of the speaker and do not necessarily reflect the official policy or position of any affiliated organization.Any references to past performance, including IRR or MOIC figures, are presented on a gross basis and do not reflect the deduction of fees, expenses, or carried interest. These figures are illustrative and not necessarily indicative of future results. Statements regarding industry rankings, success rates, or performance consistency are based on internal analysis and may not be indepe...

    The Nonprofit Lab
    E67: The Art of Thoughtful Donor Engagement with Bart from Synergy

    The Nonprofit Lab

    Play Episode Listen Later Aug 6, 2025 52:13


    Fundraising isn't just about sending messages, it's about making people feel seen. Bart Lillie from Synergy joins to share how nonprofits can build real donor connection through intentional, multichannel engagement that centers trust, listening, and humanity.

    The Nonprofit Show
    Learning from Tech Startups: Fundraising Strategies Nonprofits Need Now

    The Nonprofit Show

    Play Episode Listen Later Aug 6, 2025 29:36


    Exploring how nonprofit fundraisers can adopt the disciplined mindset and tools of the startup world— with special guest Jeffrey Fidelman, CEO of Fidelman & Co..  Jeffrey, whose firm delivers "fundraise-as-a-service" to early-stage companies and emerging managers, shares a structured and data-informed approach to relationship-building that challenges many long-held assumptions in the nonprofit sector. This fascinating discussion will challenge nonprofit professionals to rethink the very architecture of their fundraising systems by borrowing proven tactics from startups—without sacrificing the human touch.At the core of Jeffrey's message is the idea that fundraising is a systematic process, not a single pitch or magical conversation.Jeffrey maps out a dual-layer approach to fundraising: the quantitative layer, involving workflow, analytics, and consistency; and the qualitative layer, which focuses on personalization, trust, and long-term relationship development. He draws comparisons between nonprofit fundraising and sales funnels in the for-profit world, urging nonprofits not only to expand the top of the funnel, but to improve conversions at the bottom—where so much potential is lost.A key takeaway for nonprofit leaders is the importance of tech-enabled tracking and experimentation. Jeffrey introduces the concept of hypothesis-driven outreach, advising organizations to run structured experiments over 60–90 days and adjust based on data. He explains how simple tools like Google Sheets or CRM platforms like HubSpot and Zoho can help nonprofits monitor donor progression, email open rates, and reply rates—unlocking previously invisible insights.This rich conversation also addresses transparency, both internally and externally. Jeffrey critiques the secrecy often surrounding fundraising data within nonprofit teams and stresses the importance of shared pipelines and consistent communication. As he explains, success lies in setting expectations early and “being an extension of the team, not a black box.”On segmentation, Jeffrey contrasts mass marketing with targeted outreach, arguing that larger gifts demand deep personalization. He recommends nonprofits resist the impulse to blanket every potential donor and instead invest time in researching each prospect—"go on their LinkedIn, learn about them”—to craft meaningful connections.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

    WXPR Local Newscast
    ArtStart boiler fundraising, redistricting fights, youth mental health

    WXPR Local Newscast

    Play Episode Listen Later Aug 6, 2025 6:40


    Investor Connect Podcast
    Startup Funding Espresso – Build a Relationship With the Investor

    Investor Connect Podcast

    Play Episode Listen Later Aug 6, 2025 1:52


    Build a Relationship With the Investor Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In raising funding, it's important to build a relationship with the investor. Upfront, the investor wants to learn about the business and how it works. Ultimately, the investor wants to know who they are investing in. In pitching to the investor, introduce yourself and tell them something about you. Talk with the investor to learn more about them as well. In following up after the pitch, go beyond email to a phone call. In the call, exchange more information about yourself and learn more about the investor. When you are able to call them and they pick up the phone to answer it, then you have built the basis for a relationship. If you can't pick up the phone and call them, then you have not yet built that relationship. Fundraising at its heart is relationship building. Spend the time to build that relationship.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

    Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs

    Three Ships grew from $4,000 to $1M revenue in four years. Learn how the founders used retail partnerships, rebranding, and funding tactics to grow a beauty brand in a saturated market.For more on Three Ships and show notes click here.  Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.

    The Startup CPG Podcast
    #208 - Fundraising Reflections with David Fudge (Aplós) and Amanda Amos (Collaborative Fund)

    The Startup CPG Podcast

    Play Episode Listen Later Aug 5, 2025 73:11


    In this episode of the Startup CPG Podcast, host Daniel Scharff speaks with David Fudge, Co-Founder and CEO of Aplós, and Amanda Amos, Investor at Collaborative Fund, for a comprehensive discussion on the current fundraising landscape in consumer packaged goods.Together, they break down what has — and hasn't — changed in the early-stage fundraising environment, with actionable advice for founders from both an operator's and investor's perspective. Amanda shares how Collaborative Fund evaluates startups, what investors look for in pitch decks, how to think about market size, and the importance of aligning with the right capital partners. David offers hard-earned insights from building Aplós, including how he navigated early fundraising, how his pitch evolved over time, and what advice he gives to other founders stepping into the fundraising arena.They also discuss bootstrapping vs. raising venture capital, SAFE notes vs. priced rounds, how to build authentic investor relationships, and the real expectations around valuation and ownership.Whether you're a founder preparing to raise or just curious about how the process works behind the scenes, this episode is packed with practical wisdom and candid reflections.

    What the Fundraising
    251: Microdosing Wellness: How Tiny Habits Can Transform Burnout Culture with Lindsey Fuller

    What the Fundraising

    Play Episode Listen Later Aug 5, 2025 26:41


    This week on What The Fundraising, Mallory is joined by Lindsey Fuller, a human-centered leadership coach, keynote speaker, and executive director of The Teaching Well, an education administration program based in Oakland, CA. Together they explore a crisis that too many of us are navigating: burnout. Together, we unpack the intersection of workplace wellness, self-awareness, accountability, and systemic barriers to healing. Lindsey doesn't just name the problem, she offers a path forward. From reimagining self-care to fostering collective accountability in organizational culture, Lindsey shares micro-wellness practices that can help leaders and teams sustain themselves through turbulent times. . Lindsey taught in both South Central LA and North Oakland, and then served as a site administrator at a school in deep East Oakland. Lindsey has been a trainer in restorative practices for over a decade and is state certified in mediation, working to build adult working cultures we don't need to heal from. Under Lindsey's visionary leadership, the organization has experienced extraordinary growth in just 4 years—more than doubling its staff, increasing its budget from $800K to $2.6M, and expanding its transformative support for educators from 4 states to 24 nationwide She is a true believer that in order to reach collective liberation, it's a must to find ways to sustain adults in schools to ensure trauma-sensitive continuity of care. She joined us today to talk about the ongoing staffing and burnout crisis in the social sector and philanthropy.  In this episode, you will be able to; - Learn about the importance of mindset shift in the workplace. - Discover practical steps for microdosing wellness.  - Learn about the importance of recognizing and reclaiming individual agency. - Learn about the role of accountability in self-care.  Get all the resources from today's episode here.  Support for this show is brought to you by iDonate!  Their donor-first giving suite, including mobile pop-ups, A/B testing, recurring prompts, makes it easy to convert more donors, faster. Easy to set up & publish with no tech team required! Launch custom giving forms that sync seamlessly with your CRM. Smarter data, better donor journeys. Check them out at iDonate.com Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

    All About Capital Campaigns
    Whoever Tells the Best Story Wins: Graeme Watt on Strategic Storytelling for Fundraising Success

    All About Capital Campaigns

    Play Episode Listen Later Aug 5, 2025 37:29


    In this episode of All About Capital Campaigns, Andrea Kihlstedt sits down with Graeme Watt, co-owner of Anthem Creative, to explore how nonprofit leaders can sharpen their storytelling to strengthen donor engagement and drive campaign results.Graeme shares his journey from founding a grassroots youth nonprofit in his living room to leading large-scale digital storytelling efforts with organizations like World Vision. His experience on both sides of the nonprofit spectrum (nimble startup and global giant) gives him a rare lens into what makes storytelling resonate across channels and audiences.The episode introduces the concept of “anthem stories”: compelling narratives that distill the essence of a nonprofit's mission, vision, and values through the lived experience of a single person or community. Graeme breaks down how these stories can move beyond abstract mission statements to become powerful tools for donor acquisition, cultivation, and stewardship.Key Highlights Include:Why the phrase “whoever tells the best story wins” matters more than ever in a competitive fundraising environmentThe difference between mission statements that glaze over eyes and stories that make people lean inHow to identify your organization's anthem stories, and why you should train your entire team to do the sameStrategies for building a story identification system that draws on frontline staff without overwhelming themHow stories can be used face-to-face by gift officers and board members, or repurposed into long-form content for donor eventsWhy the best campaigns don't just raise money for buildings or equipment—they tell deeper stories about impact and transformationWhat AI may mean for nonprofit storytelling, and why human emotion, authenticity, and connection remain irreplaceableGraeme also discusses how capital campaigns present a unique opportunity to wrap bold, inspiring stories around organizational moments. Whether you're raising funds for a new facility, celebrating an anniversary, or preparing for a major initiative, understanding and communicating the "bigger story" behind your campaign can make all the difference.He and Andrea examine practical examples, including how a $600,000 septic system became part of a $2.8 million storytelling-driven campaign, and reflect on the common hesitation nonprofits feel about telling their own stories. They explore why even experienced fundraising professionals can find it challenging to gather and share stories, and how to shift that mindset by embedding storytelling into organizational culture.To wrap up, Graeme offers two key takeaways:Create a story identification strategy that equips your team to recognize and collect meaningful stories.Be bold. Don't settle for safe, forgettable content. Take creative risks that cut through the noise and connect with the right donors.Whether you're deep into a campaign or just starting to explore how storytelling fits into your fundraising strategy, this episode offers thoughtful insight, practical steps, and inspiring encouragement to help you turn your stories into tools for impact.For more about Graeme's work, visit AnthemCreative.ca.To access free resources on capital campaigns, including guides and tools mentioned in the episode, visit capitalcampaignpro.com/resources.

    The Charity Charge Show
    How GiveWP Is Empowering Nonprofits to Fundraise Smarter

    The Charity Charge Show

    Play Episode Listen Later Aug 5, 2025 27:24


    In a recent episode of The Charity Charge Show, guest host Grayson Harris sat down with Angela Blake, Senior Product Manager at GiveWP, to explore the future of nonprofit fundraising tools. With a background in WordPress product development and a passion for empowering mission-driven organizations, Angela shared how GiveWP is shaping the way nonprofits build communities, manage donors, and scale their impact—all from within their WordPress website.Whether you're a local food pantry or a national nonprofit network, this episode is packed with actionable insights on leveraging technology to fundraise smarter, build recurring revenue, and deepen donor relationships.TakeawaysAngela transitioned from GoDaddy to GiveWP to support nonprofits.GiveWP offers a comprehensive suite of fundraising tools for nonprofits.Customization options in GiveWP enhance donor engagement.Nonprofits are increasingly relying on community support for funding.GiveWP integrates with various external systems for donor management.The onboarding process for nonprofits is user-friendly and supportive.Large organizations need interconnected systems for data management.GiveWP supports multiple languages and currencies for global reach.Recurring donations are vital for nonprofit financial health.Effective communication is key to building community support.About Charity Charge:Charity Charge is a financial technology company serving the nonprofit sector. From the Charity Charge Nonprofit Credit Card to bookkeeping, gift card disbursements, and state compliance, we help mission-driven organizations streamline operations and stay financially strong. Learn more at charitycharge.com.

    Around with Randall
    Episode 241: Counting vs. Accounting - How to Recognize Fundraising Activity and Follow Finance Rules

    Around with Randall

    Play Episode Listen Later Aug 5, 2025 25:48


    For decades, annual reports were the gold standard of nonprofit transparency—but today's donors want more. They expect real-time updates, emotional stories, and a visible impact that doesn't wait 12 months. Whether through dashboards, video messages, or live virtual briefings, organizations that communicate continuously build deeper trust and engagement. The future of donor communication isn't static—it's dynamic, personal, and ongoing.

    Friday5 with Tammy Zonker
    How to Build Trust and Stand Firm in Fundraising

    Friday5 with Tammy Zonker

    Play Episode Listen Later Aug 5, 2025 51:34


    Why do we still treat donors like royalty and our teams like afterthoughts?After years in fundraising, I've seen how trust, power dynamics, and deep listening can make (or break) our impact. In my latest conversation with sector leader Martha Schumacher, we dig into trust-based philanthropy, standing firm against mission creep, and why real integrity sometimes means saying “no, thank you”—even to transformational gifts.Martha's stories will stir your soul and challenge the way you lead. Are we centering our people and our missions, or are we sacrificing them for comfort and tradition?Ready to see what a healthier, more courageous sector could look like?Listen now at or wherever you get your podcasts!ps – Share this episode with team members and board colleagues who could use a dose of renewal and inspiration!Guest: Martha Schumacher, President, Hazen and HILTResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way. Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies Newsletter: Subscribe to my Scaling Major Gifts weekly newsletter.

    NPFX: The Nonprofit Fundraising Exchange
    Rethinking How We Do Good: What We Can Learn from This Funding Crisis (with Melissa Cowley Wolf, Patton Hindle, and George Suttles)

    NPFX: The Nonprofit Fundraising Exchange

    Play Episode Listen Later Aug 5, 2025 41:38


    What does it mean to be a nonprofit today, and how did we reach a point where so many organizations feel underfunded, under attack, and uncertain about their future? The challenges the nonprofit sector is facing didn't come out of nowhere; they're rooted in deeper systemic issues, and they raise fundamental questions about the role of nonprofits in society. In today's episode, we discuss how we got here, what's changing, and where the sector can and should go next. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically https://www.ipmadvancement.com/blog/federal-funding-uncertainty-how-to-assess-the-risks-and-respond-strategically [NPFX] Building Resilience in the Face of Funding Cuts https://www.ipmadvancement.com/blog/building-resilience-in-the-face-of-funding-cuts [NPFX] Advocacy Matters: Defending Federal Funding for Nonprofits https://www.ipmadvancement.com/blog/advocacy-matters-defending-federal-funding-for-nonprofits Melissa Cowley Wolf has over 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm MCW Projects LLC in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the Arts Funders Forum (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ https://www.mcw-projects.com/ https://www.artsfundersforum.com/ Patton Hindle is the Executive Director of Artadia, a nonprofit grantmaker that centers artists in their vital role in society through providing funding and professional development in 7 US cities. Most recently, Patton was the Head of Forward Funds, Kickstarter's first social impact. She also served as the Head of Arts at Kickstarter for 5 years, working closely with artists, collectives, arts organizations, and cultural institutions around the world to help them realize creative and ambitious ideas. Patton is a co-author of How to Start and Run a Commercial Art Gallery and was a 2019 Catherine Hannah Behrend Fellow at 92Y Women inPower in New York. Patton served as an advisor to Mellon Foundation and is currently on the Board of Directors of The Laundromat Project, serves as the secretary of the Board of Directors of Socrates Sculpture Park, and she is a mentor for New Inc. https://www.linkedin.com/in/patton-hindle/ https://www.pattonhindle.com/ https://artadia.org/ George Suttles is a recognized expert on the intersection of philanthropy, racial equity, and nonprofit finance. He's passionate about helping the sector confront its toughest challenges. Prior to his current role, George was a Program Officer at the John A. Hartford Foundation, an independent, national private foundation focused on improving care for older adults. Before joining the foundation, he was a Vice President, Senior Philanthropic Relationship Manager at U.S. Trust/Bank of America. In this role he worked with private and institutional clients on issues related to best practices in strategic grantmaking. He is a member of numerous nonprofit boards including the New York Foundation, where he serves as chair. George received a B.A. from Wesleyan University, an M.A. in Philanthropic Studies from Indiana University Lilly Family School of Philanthropy (IUPUI), and an M.P.A. from Baruch CUNY School of Public Affairs. https://www.linkedin.com/in/georgesuttles/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/

    RNZ: Nine To Noon
    New fundraising tool aims to help schools

    RNZ: Nine To Noon

    Play Episode Listen Later Aug 5, 2025 13:18


    How a new fundraising platform is aiming to level the playing field in the education space.

    The MadTech Podcast
    MadTech Daily: Apple Builds ‘Answers' Team; OpenAI Raises $8.3bn in Latest Fundraising Round

    The MadTech Podcast

    Play Episode Listen Later Aug 5, 2025 2:42


    In today's MadTech Daily, we discuss Apple's new ‘Answers' team aimed at enhancing AI search capabilities, OpenAI's $8.3bn fundraising round, and Shein's €1m greenwashing fine in Italy.

    Nonprofit Lowdown
    #349- Fundraising Across Generation Divides with Connor Kirkpatrick

    Nonprofit Lowdown

    Play Episode Listen Later Aug 4, 2025 39:25


    This week, I'm joined by the ever-brilliant Connor Kirkpatrick, Director of Development at Book Harvest.Connor's a proud alum of my Big Ask Big Give program, and in this convo we go deep on:-Going from 8 to 24 major donors in 2 years-Using data + automation to build a scalable fundraising engine-What it really means to build a culture of philanthropy

    First Day Podcast
    The Latest Trends in Digital Fundraising

    First Day Podcast

    Play Episode Listen Later Aug 3, 2025 20:37


    In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes digital fundraising expert Michelle Boggs, MBA, CFRE, Executive Nonprofit Industry Adviser at Classy from GoFundMe, to explore the ever-shifting world of online giving. With 20 years of frontline fundraising experience and insider knowledge from one of the biggest names in crowdfunding, Michelle helps listeners understand how digital strategies are evolving, and what nonprofits must do to keep up. From peer-to-peer campaigns to influencer-driven generosity, today's giving landscape looks more like TikTok than a gala dinner. Michelle breaks down the rising cost of donor acquisition and the fading returns of traditional outreach, urging fundraisers to embrace earned media and social trust. Owned channels like email lists and websites still matter, but it's those earned interactions, influencers sharing your mission and online communities buzzing about your cause, that now pack the biggest punch. And no, you don't need Beyoncé to back your annual fund. A board member, a volunteer, or a passionate donor can be just as effective if they're well-positioned and engaged online. Trust, Michelle explains, is the beating heart of digital fundraising. GoFundMe's Social State of Giving Report shows that over half of Gen Z trusts “impact creators” to guide their giving, individuals who use their networks to mobilize support. Sharing a campaign online isn't just good vibes; it translates to real dollars. In fact, each share can yield an average of $100 more toward a fundraiser's goal. It's not just about who gives, it's about who shares the giving opportunity and how easy you make that experience. Speaking of ease, Michelle stresses the importance of a frictionless donation process. If your donation page isn't mobile-friendly or doesn't accept multiple payment options like Venmo, PayPal, or digital wallets, you're missing out. Today's donors expect their giving experience to be as smooth as ordering their morning coffee. Bottom line: generosity isn't fading, it's changing. And nonprofits that adapt by embracing digital tools, online influencers, and trust-based engagement are the ones poised to thrive in this new philanthropic era.

    Something in the Wilderness
    Bonus Episode: Tell Me About Red Rocks! w/ MaryLynn

    Something in the Wilderness

    Play Episode Listen Later Aug 3, 2025 64:01


    Mary Lynn joins the podcast to talk about her experience with her best friend at the recent Red Rocks Three Pianos show! We learn about their history as fans as well as the Dear Jack Foundation fundraising they do. But mostly, we talk about what it was like to be at the Andrew McMahon Red Rocks show in person! MaryLynn's Red Rocks videos: https://youtube.com/playlist?list=PLWyTvS0LcDH6kujUwrQbKDp6xfhFNuqm8&si=oxePfyJIbYFQibJ- Chantel's review and photos: https://discord.com/channels/1315387546422870127/1315387547068923987/1400628615133139097

    Nonprofit Lowdown
    Fundraising Fri-Yay #1- Recession Ready Playbook

    Nonprofit Lowdown

    Play Episode Listen Later Aug 1, 2025 10:52


    Welcome to the FIRST episode of Fundraising Fri-Yay with me, Rhea Wong!