Podcasts about fund raising school

In episode 123 of Nonprofit Mission: Impact, Carol Hamilton and Josh Hirsch discuss using AI in fundraising and donor engagement.  They explore: The evolution of AI, and its potential to enhance how organizations connect with donors.  How to train AI tools effectively, leveraging data responsibly, and using AI to enhance—rather than replace—human-driven strategy.  Why nonprofit leaders who embrace AI thoughtfully do not need to fear the technology   EPISODE HIGHLIGHTS: The Evolution and Role of AI in Nonprofits - [00:010:00]  How Nonprofits Can Use AI Effectively - [00:12:31]  Training AI to Match Your Brand's Voice - [00:16:51]  Best Practices for AI Implementation - [00:20:31]  Ethical Considerations and Policy Development - [00:25:25]  A Case Study: AI in Action for Donor Engagement - [00:22:00] Future Trends in AI and Nonprofit Work - [00:27:56]  Final Advice for Nonprofit Leaders - [00:33:02]     GUEST BIO: Josh Hirsch is an accomplished nonprofit strategist and educator specializing in digital communications and fundraising innovation. With over two decades of experience, Josh has driven impact for organizations through roles such as Director of Mission and Communication at Susan G. Komen Florida and faculty member at The Fund Raising School. He currently serves as Education and Training Strategist at Fundraise Up, where he leads the development of cutting-edge donor engagement initiatives, including the Modern Digital Fundraising Essentials certificate program. Josh is a generative AI expert, leveraging emerging technologies to optimize nonprofit workflows and enhance donor experiences. A dynamic speaker and consultant, Josh is passionate about empowering organizations to overcome barriers to giving and achieve sustainable growth. Connect with him at theaidude.ai or through his AI Dude podcast. IMPORTANT LINKS & RESOURCES: Josh Hirsch, MS Fundraise Up The AI Dude Soukup Strategic Solutions, Inc. The Fund Raising School Indiana University Lilly Family School of Philanthropy   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

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Dr. George Newman, Associate Professor of Management and Marketing at the University of Toronto, to explore one of the most deceptively simple questions in fundraising: Should we give donors gifts? Backed by years of research and a background in psychology, Dr. Newman offers a compelling and somewhat counterintuitive answer, those tote bags and coffee mugs might actually be hurting more than helping. Drawing from a series of six studies, Dr. Newman and his colleagues found that offering thank-you gifts in advance of a charitable contribution often results in lower donations. Why? Because it shifts the donor's mindset. Rather than giving out of altruism, they begin to interpret their action as transactional. This subtle psychological shift, known as motivation crowding, can reduce both the likelihood and amount of giving. “It raises a question that's not there when people are simply asked to give,” Newman explains. But all gifts are not created equal. Dr. Newman emphasizes that the timing and framing of a gift matters. When gifts are unexpected, given after the donation, they don't seem to trigger the same psychological conflict. And when the gift is tied to the organization's mission, such as a product made by program participants, the donor sees the item not as a perk but as a meaningful expression of the cause. Even simply reframing a thank-you gift as a tool to spread awareness can reverse the negative effect. The episode closes with practical advice for fundraisers navigating the delicate dance of donor appreciation. Dr. Newman encourages organizations to focus on understanding how donors perceive incentives, and to consider what a gift might unintentionally communicate about the nonprofit's values or efficiency. “It's not that all gifts are bad,” he says, “but how, when, and why they're given can make all the difference.” Bottom line: the best gifts support the story, not distract from it.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with Virginia Harrison, Ph.D., Assistant Professor at Clemson University, to dig deep into a question many nonprofit professionals fear to ask out loud: Why do donors leave? With a background in public relations and firsthand fundraising experience, Dr. Harrison brings both academic insight and real-world perspective to the increasingly vital topic of donor stewardship. Drawing from her research, Dr. Harrison outlines the seven reasons long-time donors walk away, even after years of involvement. From lack of responsible reporting to weak engagement, poor recognition, legal and policy missteps, organizational instability, and a fading sense of social fit, the message is clear: stewardship is not fluff, it's strategy. “I don't want to just be a checkbook,” one donor told her. They want impact, community, and communication that goes beyond the thank-you letter and holiday fruit basket. Dr. Harrison emphasizes the power of meaningful engagement. It's not about inviting donors to every ribbon-cutting and hoping they post it on LinkedIn, it's about tailoring involvement to their passions and skills. Whether it's mentoring a scholarship recipient or lending financial expertise to a capital campaign, donors want to feel useful, respected, and connected. And for smaller nonprofits feeling under-resourced, Dr. Harrison reassures that personalization doesn't mean perfection, small groups and natural social connections can still build a powerful community of philanthropy. The episode closes with a reminder that stewardship isn't something that happens after the gift, it's what makes the next one possible. In a world where fundraisers are often pushed to “just go get the money,” Dr. Harrison's research reframes stewardship as the fuel, not the fluff, of long-term fundraising success. Or as a colleague succinctly put it: “Stewardship is the fundraising that happens in between the asks.”

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Dan Heist, Ph.D. and Gen Shaker, Ph.D., to explore new research on how fundraisers are navigating relationships with donors who give through donor-advised funds (DAFs). With nearly 2 million DAF accounts holding $250 billion and distributing over $50 billion annually, these philanthropic vehicles are now a central feature of the fundraising landscape. The study, presented at AFP ICON, sheds light on the unique opportunities and challenges DAFs present for building meaningful donor relationships. While the data shows that only a small percentage of DAF grants are truly anonymous, fundraisers report consistent struggles with identifying and stewarding DAF donors. Gen and Dan highlight that these issues are often tied to data entry and internal processes rather than actual donor secrecy. When gift entry and CRM systems are not optimized for DAF giving, opportunities to connect with donors, and properly thank them, are lost. This creates barriers not only to stewardship but also to long-term relationship-building. Fundraisers who've adapted their systems and collaborated closely with back-office teams are better positioned to maintain strong connections with DAF donors. The study also emphasizes that DAFs can be powerful indicators of donor intent and capacity. Fundraisers reported that knowing a donor uses a DAF gives them confidence to engage in deeper conversations about giving goals, major gift potential, and long-term philanthropy. Despite common skepticism about DAFs being used as “parking lots,” the researchers point to data showing DAF donors are among the most strategic givers, granting a higher proportion of their assets annually than private foundations. With the right approach, fundraisers can transform these gifts into lasting relationships that fuel mission-driven work. Finally, Gen and Dan identify key roles fundraisers play in working with DAF donors: educator, facilitator, and compliance guide. These roles require fundraisers to be adaptable, strategic, and highly relational. The research team has even updated the traditional major gift cycle to reflect the nuances of DAF fundraising, offering a customized roadmap for cultivating DAF donors. As always, the episode underscores a core truth: no matter the tool or vehicle, fundraising remains deeply rooted in relationships. And with the right systems and strategies, DAFs can become a bridge, not a barrier, to transformational giving.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back the legendary Kay Sprinkle Grace to tackle a critical topic: staying resilient in fundraising during turbulent times. Kay emphasizes that the nonprofit sector becomes even more essential when the world feels shaky. She reminds fundraisers that their steadiness provides the strength communities crave, and that their role is to radiate hope, not hoard anxiety. Rather than surrendering to fear, she calls on leaders to embody "radical amazement," seeing each day and each impact as a phenomenal gift. Kay highlights a key shift: nonprofits shouldn't just "diversify" during hard times, they need to solidify. By collaborating with like-minded organizations and reinforcing their core missions, nonprofits can weather the storm stronger together. She shares the powerful story of New Orleans' AIDS organizations banding together after Hurricane Katrina, a vivid example of unity and resilience. Fundraisers, she says, must anchor their work not in scarcity, pleading for help because things are bad, but in abundance, celebrating and showcasing the transformative impact they already have. In tough times, abundance is the secret sauce that keeps the spirit, and donations, flowing. Zooming in on individual fundraisers, Kay throws down some real-world advice: don't be a lone wolf marooned at your desk. Seek community, lean on coaching, and don't be shy about asking for help. Self-care isn't a luxury; it's survival. She warns that harboring anger corrodes resilience and stresses that fundraisers must live the very values they champion. And if your organization becomes a hot mess of broken values and endless negativity? Be brave enough to fix it, or walk away with your spirit intact. Wrapping up, Kay and Bill shine a light on the enduring power of nonprofits through decades of crises, from the civil rights movement to economic downturns to global disasters. In the end, resilience is about renewal: the beautiful dance between stability and change, anchored by purpose and sprinkled with radical joy. Nonprofits are here not just to exist, but to solve problems, and by standing together, focusing on mission, and celebrating the good, fundraisers can be the steady, luminous force their communities need most.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Rick Dunham, founder and chair of Dunham+Company, for an insightful breakdown of donor confidence heading into 2025. Drawing on a fresh national survey of 1,500 active donors (each having given at least $20 in the past year), Dunham reports that 91% of donors plan to continue giving, an encouraging signal in a landscape often marred by doom-and-gloom headlines. Even more uplifting? A robust 79% intend to give the same or more this year, marking one of the strongest confidence ratings since 2020. The study reveals that this wave of confidence is largely buoyed by an improving economic outlook. Donors' optimism about the future, especially in the wake of recent elections, appears to be boosting charitable intent. But Dunham emphasizes that while economic conditions matter, nonprofits themselves still carry the torch. Communication is king, or at least, the royal herald. Donors reported that consistent, clear messaging from organizations significantly influenced their giving decisions. The takeaway? Don't ghost your supporters, keep them in the loop and show them how their gifts are making a difference. Even in uncertain times, a compelling case for support remains your fundraising MVP. Of course, economic anxieties haven't vanished entirely. Inflation has resurfaced as a top reason why 14% of donors expect to give less, despite the rate sitting under 3% at the time of the study. It's not just math, it's mindset. Dunham points to the psychological impact of inflation, suggesting that how people feel about the economy often outweighs the actual numbers. Generational giving also enters the spotlight, with millennials stealing the show by donating 18% more than Gen X, despite earning an average of $23,000 less. Wrapping things up, Dunham serves a double scoop of strategic advice: don't underestimate boomers, who still control the majority of wealth, and make your online giving experience stupid simple. With 70% of respondents giving online and mobile usage on the rise, your website needs to be donor-friendly and frustration-free. And yes, even in our digital world, younger donors are oddly thrilled to receive physical mail. So whether it's an email, a postcard, or a perfectly timed text, keep the relationship warm and the giving process easy. Because at the end of the day, confidence isn't just about numbers, it's about connection.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. sits down with Mark Mayer, Ph.D., clinical associate professor at the Kelley School of Business and former brand manager turned humor scholar, to explore the serious power of being funny in fundraising. Mayer's deep dive into advertising and branding reveals that humor isn't just a crowd-pleaser, it's a message-multiplier. “You don't want it just to be funny,” Mayer notes, “you want it to achieve something, like increasing donations or building trust.” It's not about getting laughs for laughs' sake. It's about crafting meaningful connections, with a wink and a smile. But before you throw on a clown nose at your next gala, hold your horses. Humor, Mayer warns, is a double-edged sword, one that can charm or cut depending on how it's wielded. Missteps in tone can make a joke go from “ha-ha” to “uh-oh” real quick. The key is context. Know your audience, stay far away from controversial topics, and when in doubt, test that punchline on a trusted friend first (ideally one who doesn't control your payroll). And for the love of all that is professional, avoid trying your tight-five comedy routine on donors unless you're sure it won't backfire like a bad dad joke at a funeral. One of Mayer's golden rules? Start with self-deprecating humor. It's safe, it's humanizing, and hey, it's the one place where making yourself the punchline can earn respect instead of ridicule. Mayer uses it all the time in the classroom, poking fun at his age or his bafflement with TikTok reels (Relatable™). It breaks the ice without breaking trust. And if a joke flops? Well, joke about that too. Embrace the awkward, just don't drag anyone else down with you, especially if there's a power dynamic at play. Ultimately, Mayer reminds us that fundraising is about relationships, not transactions. Humor, when used thoughtfully, can transform a sterile donor interaction into a warm, authentic connection. As relationships deepen, shared laughter, even those beloved “inside jokes,” can build the kind of trust that keeps gifts coming year after year. But remember: you're not Dave Chappelle, you're a fundraiser. Keep it light, keep it kind, and keep your mission at the heart of every chuckle. Because when done right, a well-placed joke isn't just funny, it's fundraising gold.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Patty McIlreavy, President and CEO of the Center for Disaster Philanthropy (CDP), to discuss how charitable giving shifts during times of disaster. Patty begins by reframing the very concept of disaster—not as the event itself, like a hurricane or wildfire, but as the collision of an event with a community's vulnerability. This vulnerability, often rooted in systemic inequities, becomes the true disaster. CDP's mission is to mobilize philanthropy not just for immediate relief, but for long-term, equitable recovery—a mission that becomes increasingly critical as disasters grow in scale and frequency. Patty highlights the challenge of donor behavior during crises, noting how people are often moved to give in the immediate aftermath—when headlines are fresh and emotions run high. While this instant generosity (hello, $10 million in days after Damar Hamlin's collapse) is heartening, Patty stresses that lasting change happens in the quieter months after the spotlight fades. CDP is working to shift donor mindsets from short-term relief to long-term recovery by telling better stories, creating awareness around systemic vulnerabilities, and offering tools for donors to engage in sustained giving—through knowledge sharing or acting as a conduit for philanthropic investment. Throughout the conversation, Patty emphasizes the evolving role of fundraisers during crises. She encourages nonprofits, even those not directly involved in disaster response, to recognize their own relevance. A youth agency or cultural organization reducing community vulnerabilities? That's disaster recovery work too, she says. Rather than competing for donor dollars, organizations should “join up”—a call for collective action where legacy isn't just about bricks and plaques, but about investing in human resilience and community strength. And when funders struggle to navigate this complexity, CDP steps in with tools, funds, and a matchmaking service of sorts to connect donors with proximate, long-term recovery organizations. The episode wraps with a clear call to action: the philanthropic pie is still enormous, even if it's shifting. Fundraisers shouldn't fear being left out during crisis fundraising—they should see themselves as part of a bigger picture. As Bill notes, The Fund Raising School's own research supports this: fundraising can actually increase when done thoughtfully during crises. Patty's insights reinforce the importance of shifting from “hero moments” to holistic, community-centered recovery. With CDP's guidance and the right mindset, philanthropy can move beyond bandages and start building bridges—stronger, safer ones that can withstand whatever storm comes next.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Dr. Ashutosh Nandeshwar, Senior Vice President at CCS Fundraising and author of Data Science for Fundraising, to explore the rapidly evolving role of artificial intelligence (AI) in nonprofit fundraising. Dr. Nandeshwar breaks AI into two key categories: traditional AI, which includes predictive analytics and machine learning (long used for prospect identification and donor cultivation), and modern AI, which encompasses generative AI tools like ChatGPT. While predictive AI has been a staple in fundraising for years, generative AI is making waves by democratizing access to advanced technology, allowing nonprofits—especially smaller ones—to create content, analyze donor data, and streamline operations with minimal technical expertise. The conversation highlights a unique paradox: small nonprofits stand to gain the most from AI's efficiency, yet larger organizations are often the first to adopt it due to greater resources and infrastructure. However, Dr. Nandeshwar shares survey data indicating that AI adoption is growing across nonprofits of all sizes, with smaller organizations increasingly leveraging generative AI for tasks like social media content, donor outreach, and report summarization. That said, he cautions that while AI can assist with automation, it does not replace the human touch needed for relationship-building. Additionally, organizations must be mindful of data privacy concerns, ensuring that sensitive donor information isn't inadvertently shared with AI platforms. Bill and Dr. Nandeshwar also address common fears about AI, including the concern that it could become too powerful or eliminate the need for human fundraisers. While AI can generate text, analyze data, and even suggest donor engagement strategies, it still requires human oversight to ensure accuracy, maintain an organization's unique voice, and build authentic donor relationships. AI is far from perfect—it can be "confidently incorrect," making up facts and presenting them with certainty. Fundraisers must carefully vet AI-generated content and establish internal guidelines for ethical and effective AI use. Additionally, Dr. Nandeshwar emphasizes that traditional AI techniques remain highly valuable and should not be overshadowed by the generative AI hype. For fundraisers looking to integrate AI into their work, Dr. Nandeshwar's advice is simple: experiment, learn, and adapt. AI is neither a magic bullet nor something to fear—it's a tool that, when used strategically, can improve efficiency and free up time for deeper donor engagement. However, while AI may help streamline certain tasks, there is no clear evidence yet that it is significantly reducing the time fundraisers spend on administrative work. Bill closes the episode by encouraging fundraisers to stay informed and proactive in exploring AI's potential while maintaining a strong human-centered approach to donor relationships. He also highlights The Fund Raising School's courses, certifications, and online resources to help nonprofits navigate AI and digital fundraising strategies effectively.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Ann Fitzgerald, MA, founder of AC Fitzgerald and alumna of the Indiana University Lilly Family School of Philanthropy. Ann shares her expertise on helping nonprofits navigate financial crises, offering practical strategies for organizations that find themselves overly reliant on a single funding source. The conversation was sparked by a recent federal funding pause in early 2025, which served as a wake-up call for nonprofits dependent on government funding, large foundations, or major donors. Ann introduces her “Three Rs” framework: be resilient, be realistic, and reach. She emphasizes the importance of staying calm, gathering facts, and creating scenario-based plans that allow for flexible responses. Drawing on her consulting experience, Ann highlights how organizations can reassess budgets, preserve cash, and engage board members, staff, and community networks for short-term support. Bill shares his own experience leading a nonprofit through the 2008 financial crisis, underscoring the critical role that boards play during times of financial uncertainty. The conversation transitions to long-term planning, where Ann stresses the importance of building an operating reserve by setting aside 10% of every undesignated dollar. She highlights the need for diversified funding sources, reminding nonprofits that 85% of charitable giving comes from individuals. She also encourages nonprofits to ramp up stewardship efforts, explore planned giving opportunities, and form finance committees to strengthen financial planning. With donor confidence at its highest level in five years and the stock market's strong performance in 2024, Ann and Bill are optimistic about fundraising prospects in 2025. The episode closes with key takeaways on managing financial risk, the power of clear communication with stakeholders, and the importance of involving donors and board members as partners in finding solutions. Ann's advice serves as a powerful reminder that resilience and adaptability are essential for nonprofits to weather financial challenges. The Fund Raising School offers courses, webinars, and custom training opportunities to help nonprofit leaders strengthen their fundraising strategies and build long-term financial health.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Arleen Peterson, ECRF, MA, Executive Director, Relational Services Director for the Poor Handmaids of Jesus Christ. Arleen shares her experience leading growth at the Food Bank of Northwest Indiana, highlighting how visionary leadership and strategic engagement can drive significant fundraising success. She discusses the importance of looking beyond an organization's immediate environment, gathering insights from industry peers, and involving the entire team in shaping a shared vision. Arleen recounts a pivotal initiative where she led her staff on a statewide tour of food banks, allowing them to see firsthand the possibilities for expansion and operational improvement. This immersive experience sparked bold aspirations, ultimately leading to the food bank's expansion from a 10,000-square-foot facility to a 60,000-square-foot space. She underscores the importance of shared leadership, ensuring that staff members, board members, and donors all play a role in crafting and committing to the organization's future vision. The conversation delves into the fundraising strategies that made this growth possible, including the board's leadership in securing the initial commitments, donor engagement tactics, and the role of strategic partnerships. Arleen shares insights on navigating donor hesitations, structuring multi-year commitments, and fostering trust within the community—especially when major changes, such as facility relocations, raise concerns. Her approach emphasizes relationship-building and inclusive decision-making, ensuring that stakeholders feel invested in the mission's success. The episode closes with key takeaways on the role of vision in fundraising, the impact of engaging teams in strategic planning, and the power of shared leadership. Arleen's journey serves as a powerful reminder that fundraising success is not just about dollars raised but about inspiring belief in what's possible. The Fund Raising School offers courses, webinars, and custom training opportunities to help nonprofit leaders develop and execute visionary fundraising strategies.

AI is reshaping the nonprofit sector, from improving efficiency to revolutionizing donor engagement—but how do we ensure it's done ethically and effectively? 65% of nonprofits using AI report improvements in efficiency and productivity, with the biggest wins in communication and data analysis​. But 42% of nonprofits cite ethical concerns, such as data privacy and bias, as barriers to adoption​.This week, we're joined by Josh Hirsch, aka “The AI Dude,” a seasoned nonprofit strategist with over 17 years of experience. Josh is the Education and Training Strategist at FundRaise Up, a faculty member at Indiana University's Lilly Family School of Philanthropy, and the host of The AI Dude Podcast. He's dedicated to helping nonprofits navigate the intersection of technology and philanthropy.Drawing insights from Josh's expertise and the latest research, we'll explore how AI can help nonprofits work smarter, not harder, while staying mission-focused. With 65% of nonprofits reporting tangible benefits like increased efficiency and productivity, and only 2% fully adopting AI, there's plenty of room for growth and learning.What You'll Learn:How AI can help nonprofits overcome resource constraints and improve operations.Why starting with operational efficiency is the best first step for AI adoption.The ethical challenges of AI—like data privacy and bias—and how nonprofits can tackle them head-on.Real-world examples of AI creating meaningful change in nonprofit operations, from content creation to donor communication.About Josh Hirsch:Josh Hirsch is a seasoned nonprofit leader with over 17 years of experience. He serves as the Education and Training Strategist at FundRaise Up and is a faculty member at The Fund Raising School at Indiana University Lilly Family School of Philanthropy. Josh also leads The AI Dude, a consulting firm dedicated to helping nonprofits harness the power of artificial intelligence. A skilled strategist and communicator, he specializes in AI, digital marketing, and social media, empowering organizations to thrive in the digital age.Links & Resources Mentioned:Josh Hirsch's Website: TheAIDude.aiBlog: Building Capacity with AIBlog: AI for Nonprofit Decision-MakingFundRaise UpIndiana University Lilly Family School of PhilanthropyDoes cybersecurity seem like a terrifying topic? Don't worry—we're here to make it a smash hit! This episode is brought to you by RoundTable Technology—the Nonprofit IT Partner. For the tenth year in a row, they're back with their FREE annual webinar, and this time, it's bigger and bolder with a 2025 twist: Cyber Karaoke!That's right—RoundTable Technology is turning up the volume to teach you and your team exactly how to make your nonprofit more secure in the New Year, all while keeping things fun and engaging. With over 200 nonprofit clients, they know how to help organizations like yours hit all the right notes when it comes to cybersecurity.Make it your New Year's resolution to give your entire staff FREE cybersecurity awareness training. Don't miss the encore—head over to NonprofitIT.com/best-everTake my free masterclass: 3 Must-Have Elements of Social Media Content that Converts

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Angela Altamore, Associate Vice President of Donor Relations and Experience at BWF. Angela provides an in-depth look at the importance of donor relations in nonprofit fundraising, breaking down the distinctions between donor relations, donor stewardship, and donor experience. She uses the metaphor of building a house to explain these terms: donor relations act as the “blueprint” for a donor's overall journey, donor stewardship serves as the “foundation” with timely acknowledgments and impact reports, and donor experience adds the “finishing touches” that elevate donor engagement. Angela explains how nonprofits are shifting from focusing solely on individual gifts to fostering long-term donor relationships. She notes that prioritizing donor retention is not only a cost-effective strategy but also a way to honor donors' commitment and amplify their impact over time. Angela also emphasizes the need for nonprofits to align fundraising teams and donor relations professionals, advocating for shared metrics and cross-training to strengthen internal collaboration and improve donor experiences. The conversation addresses the challenges nonprofits face in balancing short-term fundraising goals with long-term relationship building. Angela highlights practical strategies for keeping donors engaged between asks, such as creating personalized touchpoints through events, storytelling, and mentorship opportunities. She also stresses the importance of showing donors the impact of their contributions, ensuring they feel valued beyond monetary transactions. Finally, Angela emphasizes that successful donor relations are transformational, not transactional. By fostering a sense of community among donors and creating opportunities for meaningful engagement, nonprofits can build deeper, lasting connections. The episode closes with resources from The Fund Raising School, including courses, webinars, and training programs to help nonprofits elevate their donor relations strategies. It's a powerful reminder that investing in donor relations is key to achieving long-term success and impact.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Laura MacDonald, CFRE, Founder and Principal of the Benefactor Group. Laura discusses the critical role endowments play in fostering long-term financial resilience for nonprofits. She emphasizes that endowments, distinct from operating reserves or rainy-day funds, are strategic investments in which the principal remains untouched while annual draws (typically 4–6%) provide a steady revenue stream. With $12 trillion poised to transfer through generational wealth shifts, she highlights the unprecedented opportunity for nonprofits to secure their futures through planned giving and estate gifts. Laura dispels the myth that endowments are exclusive to large organizations. Instead, she advocates for any nonprofit with financial maturity, reserves, and strong donor relationships to consider building an endowment. She underscores the importance of aligning organizational leadership behind this long-term strategy and notes that endowments not only support sustainability but can also elevate annual fundraising efforts. Her advice includes engaging loyal donors by exploring their vision for the nonprofit's future and positioning endowments as a way to secure their legacy and amplify their impact. The conversation also addresses criticisms of endowments, such as concerns about "locking away" funds while current needs persist. Laura provides practical solutions, like offering donors options to support immediate needs while endowment contributions accrue. She highlights that most endowments are funded by individuals rather than corporations or foundations and emphasizes that nonprofits must tailor their approach to each donor's values and preferences. By fostering transparency and showcasing the broader mission, nonprofits can address objections and engage donors effectively. Finally, Laura introduces key insights from her book, such as using storytelling to create a "perpetual hero" narrative for donors. Drawing on the research of Dr. Russell James, she explains how endowment conversations can inspire donors to leave a lasting legacy. The episode closes with resources from The Fund Raising School, including courses, webinars, and customizable training programs, to help nonprofits integrate endowment strategies into their overall fundraising plans. It's a call to action for nonprofits to embrace the opportunity to secure their future while enhancing their impact today.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. explores the trends and opportunities awaiting fundraisers in 2025. The episode begins on a high note, celebrating record-breaking charitable donations reported in 2024, despite inflation's impact. Bill emphasizes that smart budgeting and realistic goal-setting remain key to navigating such challenges. With the S&P 500 ending 2024 on a positive note, Bill points out historical trends suggesting a fruitful year ahead for fundraising efforts. The conversation then pivots to the oft-discussed statistic that only 50% of U.S. households donate annually. Bill demystifies this figure, emphasizing that many households alternate their giving year-to-year. Data from various surveys, showing 61% to 88% of households donating, underscores the breadth of opportunity for nonprofits. Millennials emerge as a focal point, now ranking second in giving by household, ahead of Gen X. With Millennials entering their prime earning years, nonprofits are urged to refine strategies tailored to this demographic's unique preferences, such as a focus on impact investing and entrepreneurial philanthropy. Looking ahead, Bill shares exciting updates from The Fund Raising School. New courses, including ones on Millennial-focused strategies, impact investing, and donor stewardship, aim to equip fundraisers with cutting-edge tools. He highlights the growing role of AI in streamlining administrative tasks, enabling fundraisers to focus on donor relationships. A compelling example includes a nonprofit leader who leveraged AI to add 100–200 more face-to-face donor meetings annually. Finally, the episode touches on the ongoing wealth transfer from Baby Boomers, framing it as an urgent call to enhance planned gift fundraising. Bill introduces updates to the planned gift management certificate, including a more donor-centric approach to these sensitive conversations. As always, The Fundraising School reaffirms its commitment to supporting fundraisers at every stage of their career with comprehensive courses, webinars, and tailored training programs, ensuring they stay ahead in an evolving philanthropic landscape.

Do you understand your relationship with God, with money, and with generosity?In this episode, Jeff and Jamie discuss: Understanding what it means to have a true relationship with Jesus Christ at every level of life.Recognizing God's gift within to serve and bless others.Solving a problem for somebody versus having an impact on their change story. Are we looking for a reason to give or a reason to not give?  Key Takeaways: Don't underestimate the power of a personal invitation. As you feel the tug to do so, you may be surprised at who accepts.As long as they are breathing, people need encouragement. It is about more than just showing up. It is about what it takes to show up in the first place. If you are going to serve on a board, understand if you are there for the right reasons. You need to want to be there. Organizations can only go as high as the board allows.  "I don't want to be successful, I want to be significant. I want to have a legacy that's built around whether I actually added value to someone. I get lots of awards and things like that, and it's wonderful and humbling that I get recognized at times, but at the end of the day, it doesn't matter if I haven't added value to a person." —  Jamie Levy Episode References: Zen and the Art of Motorcycle Maintenance by Robert PirsigGiving for Impact by Jamie Levy About Jamie Levy: Jamie D. Levy is the Founder and Chief Vision Officer of JDLevy & Associates,  founding partner of FiscAlign accounting and financial services and founder of Discover Philanthropy.  Jamie is also a faculty member at Indiana University, where he teaches in the graduate and professional programs in not-for-profit management and development through the IU Lilly School of Philanthropy, The Fund Raising School, and O'Neil School of Public and Environmental Affairs.  Additionally, Jamie has been recognized as a distinguished alum and appointed to the Indiana University O'Neil School of Public and Environmental Affairs Distinguished Alumni Council, a significant honor given to few alums.  Jamie is a published author/writer and speaker.  He has trained over 50,000 professionals from some 30 countries through his teaching and consulting.  He has become recognized as an international expert in nonprofit organizational development and social impact.   Jamie also serves on the product design and industry thought leader team at Bloomerang.  He is an officially designated U.S. Department of Labor nonprofit industry field expert and was appointed to the Indiana University O'Neill School of Public and Environmental Affairs Distinguished Alumni Council and Alumni Board. Connect with Jamie Levy:Website: https://jdlevyassociates.com/Website: https://www.discoverphilanthropy.com/Website: https://www.fiscalign.net/   Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

In this episode of "The First Day from the Fund Raising School," host Bill Stanczykiewicz, Ed.D. discusses the key findings of the 2024 Giving USA report with Josh Birkholz, CEO of BWF and Board Chair of the Giving USA Foundation. The conversation kicks off with the staggering headline figure—$557 billion in charitable donations, the highest ever. Adjusted for inflation, however, most donation sources show a decline, except for bequests. Birkholz clarifies that, unlike the stock market, these donations are "new gifts" each year, underscoring the sector's continued resilience despite economic pressures like inflation. Inflation plays a big role in the analysis of charitable giving, affecting both donor behavior and the perceived value of contributions. While everyday donors may feel the pinch, high-net-worth individuals continue to contribute significantly, often through structured vehicles like foundations and donor-advised funds (DAFs). Birkholz also emphasizes that giving has remained around 2% of the U.S. GDP, a consistent trend through economic highs and lows, signaling the cultural value Americans place on philanthropy. A key topic of discussion is how charitable giving has evolved, especially with the rise of DAFs and other structured mechanisms that may distort perceptions of individual giving. Birkholz highlights that while mega-donors like Mackenzie Scott and Michael Bloomberg continue to make headlines, the ultra-high net worth segment saw fewer mega-gifts this year. However, he stresses that generosity remains robust, even if the methods of giving are changing, with more people opting for innovative ways to contribute. The episode closes on a thoughtful note about the broader definition of generosity. Beyond the Giving USA data, Birkholz reminds us that acts of kindness, such as tipping generously or supporting GoFundMe campaigns, also reflect the American spirit of giving. Stanczykiewicz encourages nonprofits to adjust their fundraising strategies by factoring inflation into their goals, while continuing to connect with donors at all levels, reinforcing the joy and purpose behind charitable giving.

In this celebratory episode of "The First Day from the Fundraising School," host Bill Stanczykiewicz, Ed.D. welcomes Lilya Wagner, Ed.D., CFRE, a pioneer in the world of professional fundraising, as they commemorate the 50th anniversary of the Fundraising School. Lilya reflects on her early days in the profession, particularly when she transitioned from teaching to become Vice President for Advancement. She shares anecdotes from her first courses in the 1980s, taught by industry leader Hank Rosso, and emphasizes how far the field has come in gaining professional respect, credibility, and adopting ethical practices. A significant part of the conversation focuses on the evolution of fundraising as a respected profession, both in the U.S. and globally. Lilya notes that discussions about whether fundraisers are merely technicians or professionals started decades ago and have led to the establishment of formal training and standards. She highlights how the Fund Raising School has played a key role in promoting accountability, sustainability, and transparency in the sector. Wagner's international perspective is particularly rich, as she shares her experiences teaching fundraising in over 101 countries, including former Soviet territories like Estonia, where the American fundraising model provided valuable insights. Lilya also dives into her award-winning work on diversity in philanthropy, emphasizing the importance of recognizing generosity in underrepresented communities. She notes that although different cultures may give in various ways, the core principles of successful fundraising—building relationships, making a compelling case, and stewarding donors—remain universal. She shares how groups like Hispanics in Philanthropy and African-American Foundation Executives have helped amplify the diversity of voices in the sector and stresses the need for fundraisers to respect and adapt to cultural differences. Lilya offers advice for the future of fundraising, urging professionals to stay grounded in evidence-based training and to avoid "quick fixes" in a saturated market of professional development resources. She encourages fundraisers to see themselves as leaders within their organizations, regardless of titles, by projecting professionalism and focusing on the larger impact of their work. As the Fund Raising School enters its next 50 years, the episode stands as a testament to the vital role that ethical, inclusive fundraising plays in building stronger communities worldwide.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Chad Goble, MBA, a renowned fundraising consultant, about a novel approach to identifying major gift donors, particularly within healthcare organizations. Goble, who has over 30 years of experience in philanthropy, discusses the importance of shifting the focus from traditional wealth-based identification methods to a more nuanced approach that combines wealth with gratitude. He emphasizes that while wealth might determine how much a donor can give, gratitude is a powerful driver in the decision to give in the first place, especially within healthcare settings where patients and families often feel thankful for the care received. Goble introduces a cutting-edge tool his firm has developed, which utilizes artificial intelligence and machine learning to predict which patients or families are most likely to give, based on a “gratitude score.” This tool assesses about 2,000 data points, including factors like the distance traveled for care, the length of stay, and the intensity of the care received. The model, which has proven to be three times more effective than traditional wealth screening methods, allows organizations to better allocate resources and identify the best prospects for major gifts. The conversation also touches on how this gratitude-based approach can be applied beyond healthcare to other nonprofit sectors. Goble suggests that organizations should first evaluate the role of gratitude in their relationships with constituents and then determine how to measure and score that gratitude. This approach could be especially beneficial for sectors like animal welfare, where the emotional bonds formed through services provided could translate into significant donor potential. Stanczykiewicz connects the concept of gratitude to broader fundraising principles, such as linkage, interest, and ability, as taught at The Fund Raising School. He and Goble agree that gratitude could be a key element in donor involvement and advocacy, enhancing the overall effectiveness of fundraising strategies. The episode underscores the importance of emotional intelligence and empathy in fundraising, aligning with the School's philosophy of viewing these as “strong skills” rather than “soft skills.”

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. celebrates the 50th anniversary of The Fund Raising School with a special guest, Tim Siler, Ph.D., who led the School for 20 years. Together, they take a nostalgic trip through the evolution of fundraising, sharing key insights from the school's history and the enduring principles that have shaped the field. Dr. Siler fondly recalls the teachings of the School's founder, Dr. Henry Rosso, emphasizing the timeless mantra: "Fundraising succeeds when you plan, plan, plan, and ask." This strategy remains vital, though Dr. Siler notes that modern fundraising requires additional focus on stewardship, accountability, and donor engagement. The conversation shifts to how fundraising has adapted over the years, particularly in response to generational changes. Dr. Siler highlights the growing skepticism of institutions among Millennials and Gen Z, which contrasts with the trust Baby Boomers once had. This shift has led to a greater emphasis on proving organizational worth and aligning missions with donors' personal values. He also touches on the changing techniques in fundraising, such as the rise of social media and the decline of reliance on large events, advocating for more intimate, meaningful gatherings that foster a sense of community. One of the core themes of the discussion is the importance of ethical fundraising. Dr. Siler passionately discusses how language and approach matter in building genuine, transformational relationships with donors. He underscores the idea that fundraising is not just about transactions but about inviting people to join in fulfilling a shared mission. This, he argues, is a key component of what makes fundraising a "gentle art" and a deeply rewarding experience for both fundraisers and donors alike. The episode wraps up with a reflection on the ongoing relevance of foundational fundraising principles, such as the importance of relationships and the "four I's"—inform, invite, involve, and invest. Despite technological advances and new methods, these core tenets remain crucial to successful fundraising. The podcast also highlights the continued evolution of The Fund Raising School, with updated courses and resources designed to equip fundraisers with evidence-based practices rooted in both tradition and modern research.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. looks at the uncertain economic climate of mid-2024 and its potential impact on fundraising efforts. The big question on everyone's mind: are we on the brink of a recession, or is it just a distant possibility? With conflicting signals from various economic indicators—like the rise in unemployment to 4.3%, fluctuations in the stock market, and a mixed performance in sectors like construction and manufacturing—Stanczykiewicz explores the nuances of these trends and what they might mean for nonprofit organizations. Stanczykiewicz emphasizes that while the economy shows signs of both strength and potential decline, the principles of effective fundraising remain consistent. The key takeaway for fundraisers is to maintain strong, trust-based relationships with donors, focusing on their philanthropic values and motivations, which don't waver with economic conditions. He notes that during economic downturns, organizations with solid donor relationships often retain support, even as overall charitable giving might see minor declines, typically just half a percent after inflation. Additionally, Stanczykiewicz highlights the importance of preparing for potential recessions by building an operating surplus. While this may sound daunting, he reassures listeners that it's a skill that can be learned and implemented, pointing to the training offered by The Fund Raising School as a resource. Moreover, he underscores the idea that fundraising should be a constant effort—recession or not—where every day presents an opportunity to share your nonprofit's story and make a compelling case for support.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Dr. Gene Tempel, the founder of the Indiana University Lilly Family School of Philanthropy. Dr. Tempel shares the history and evolution of the Fund Raising School, which was established by Henry and Dottie Rosso in 1974 and later donated to Indiana University in 1988. He highlights how the School has transformed the field of fundraising by training nonprofit professionals to develop permanent fundraising infrastructures within their organizations, moving beyond the traditional reliance on external consultants. Dr. Tempel reflects on his own journey with the Fund Raising School, starting as a student in 1980, where he was impressed by the comprehensive training methods and the vision of its founders. He discusses how Hank Rosso's innovative concepts, such as the systematic approach to engaging donors and the importance of training practitioners, laid the foundation for the School's enduring success. Dr. Tempel emphasizes the significance of integrating fundraising within academic and research institutions, which has allowed the School to maintain a strong focus on evidence-based practices and the broader context of philanthropy. The episode also touches on the enduring principles of fundraising taught by the School, such as the joy of giving, the critical role of the Board, and the importance of a well-articulated case for support. Dr. Tempel highlights how technological advancements have evolved fundraising practices, yet the core concepts remain relevant. The Fund Raising School continues to adapt, offering a range of courses and certificates to meet the needs of today's nonprofit professionals, ensuring they are equipped with the latest tools and knowledge to effectively engage donors and support their missions.

In this episode, Dave Tinker discusses the importance of accessibility in fundraising. He shares his personal connection to the disability community and explains why making the world more inclusive is a passion of his. Dave provides practical tips for interacting with constituents with disabilities and highlights the curb cut effect in fundraising. He also discusses the importance of incorporating accessibility features on websites and social media platforms. Dave emphasizes the ethical and strategic importance of accessibility and encourages organizations to stand out by prioritizing accessibility in their communications. He concludes by providing his contact information for further discussion.TakeawaysIncorporating accessibility in fundraising is important to ensure inclusivity for all potential donors.Interacting with constituents with disabilities should be done in a way that is accessible and accommodating.Websites and donation pages should include accessibility features such as alt tags and high contrast colors.Direct mail should also consider accessibility through large fonts and clear layouts.Tracking data on donors with accessibility needs can help organizations better understand and serve this audience.Building websites and communications with accessibility in mind is both ethical and strategic.There are various tools and resources available to help organizations improve website accessibility.Guest BioDave is Vice President of Advancement at Achieva and a consultant with GoalBusters Consulting. In these roles he raises funds and helps nonprofits with their communications. He was also an adjunct professor of informatics at Muskingum University for over a decade. A certified Association of Fundraising Professionals (AFP) Master Trainer, he received the Outstanding Fund Raising Executive Award from the AFP Western PA chapter in 2013. In October 2016 he was honored by AFP International as one of six in the inaugural class of Distinguished Fellows. Dave has published numerous articles in professional journals and has written fundraising curriculum for The Fund Raising School® at the Lilly Family School of Philanthropy at Indiana University and the Alliance for Strong Families and Communities.Dave is a past president of the AFP Western PA chapter and has served in many volunteer roles for AFP International and his own chapter. In addition to AFP, Dave has served as a member of the Ethics Committee for the Grant Professionals Association where is also an approved trainer. Dave received a Master of Public Affairs with a concentration in Nonprofit Management from the Lilly Family School of Philanthropy at Indiana University. He received a Bachelor of Arts in Chemistry and English and a Master of Information Strategy, Systems and Technology from Muskingum University. He is also a graduate of Leadership Works - Indianapolis, Class III and the National Leadership Consortium on Developmental Disabilities at the University of Delaware, Class 44.Chapters02:03 Dave's Passion for Accessibility in Fundraising03:26 Incorporating Accessibility in Daily Interactions04:53 The Curb Cut Effect in Fundraising05:56 Interacting with Constituents with Disabilities06:04 Technological Considerations for Website Donation Pages07:36 Using Alt Tags on Social Media Platforms08:32 The Future of Accessibility in Fundraising10:45 Tips for Creating Accessible Websites and Donation Pages12:56 Considerations for Direct Mail Accessibility17:37 Tracking Data on Donors with Accessibility...

Proven Practices In Women's Philanthropy by The Fund Raising School

The Nonprofit Social Media Summit sponsored by Neon One is back and bigger than ever! Go to nonprofitsocialmediasummit.com to get your free ticket, and you'll get access to the complete session line-up, with speakers on social media advertising, LinkedIn for nonprofits, AI and ChatGPT, influencer marketing, YouTube strategy, and more. You can upgrade your ticket to get the recordings, slides, and a special bonus live training with me to plan for next year. I know you are a smart cookie. If you want to know what's working right now in social media, and how to best plan for the future, you'll want to join me and Neon One in November. Go to nonprofitsocialmediasummit.com right now to get your free ticket. See you there!In today's rapidly evolving fundraising landscape, organizations are constantly seeking innovative ways to maximize their fundraising efforts. Artificial intelligence has emerged as a game-changer, revolutionizing the world of fundraising and empowering nonprofits to achieve remarkable results.My guest today is Josh Hirsch, Senior Strategist for Soukup Strategic Solutions and on faculty for The Fund Raising School at Indiana University Lilly Family School of Philanthropy. He is a sought-after international speaker on the ways in which nonprofits can unlock the potential of AI and learn how to leverage its power to supercharge their fundraising campaigns.In this episode, Josh and I discuss: Why AI is not going to replace us (entirely)Trends in the AI space that nonprofits need to knowHow nonprofits can use this technology to save time and do better workPitfalls and challenges in using this new technology for good The future of tech in the sector and how nonprofits can get ready for the next waveConnect with Josh:LinkedInWebsiteInstagramAbout Julia Campbell, the host of Nonprofit NationNamed as a top thought leader by Forbes and BizTech Magazine, Julia Campbell is an author, coach, and speaker on a mission to make the digital world a better place. Check out Julia's:BooksCoursesBlogFreebiesTake my free masterclass: 3 Must-Have Elements of Social Media Content that Converts

Discover how artificial intelligence (AI) is transforming fundraising in this insightful podcast episode. Join Bill Stanczykiewicz, Ed.D. as he sits down with Josh Hirsch, M.S., Digital Marketing Manager for The Fund Raising School. Together, they discuss the potential of AI to revolutionize fundraising practices. Dive into the world of AI and its applications, from generating content efficiently using large language models to predicting donor behavior for major gift fundraising. Learn how AI serves as a valuable ideation tool, acting as a "second brain," sparking ideas and streamlining the content creation process. By embracing AI, fundraisers can reimagine their strategies while preserving the distinctive voice of their organization.

The Case For Saying No by The Fund Raising School

Women and Philanthropy by The Fund Raising School

Giving Across Generations by The Fund Raising School

What Americans Think About Philanthropy and Nonprofits by The Fund Raising School

Religion and Charitable Giving by The Fund Raising School

Personalizing Your Donor Stewardship by The Fund Raising School

Philanthropy Among Communities of Color by The Fund Raising School

Philanthropy Among Communities of Color by The Fund Raising School

Learning from Failure by The Fund Raising School

Learning from Failure by The Fund Raising School

Developing Digital Fundraising Strategies by The Fund Raising School

Digital Fundraising Strategies by The Fund Raising School

Fundraising and the Forgiving Leader by The Fund Raising School

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The Personal of Planned Giving by The Fund Raising School

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