Podcasts about fund raising school

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes Neelam Makhijani, Director of Strategy and Operations for SUVIDHA, for a lively and practical conversation about blended financing; bringing different kinds of funders together to create long-term social impact. Neelam explains that blended financing combines private capital, government support, community resources, philanthropy, and sometimes market investment so nonprofits can use one source of funding as a catalyst to attract others. In other words: one dollar walks into the room, brings friends, and suddenly impact has a much bigger dance floor. Bill and Neelam explore why this approach is a gamechanger for nonprofits and NGOs. Unlike traditional grants, where organizations often receive money upfront and then report back later, many blended financing models focus on outcomes. The pressure shifts from “Here is what we plan to do” to “Here is what we actually achieved.” Neelam notes that investors may accept smaller financial returns because they also want social good, using tools like impact bonds, guarantees, and revolving funds. The key is designing the model well and defining outputs clearly, because “behavior change” may sound lovely on a brochure, but investors still need something more measurable than vibes in a spreadsheet. The conversation comes alive through examples. Bill shares the story of a donor who invested $300,000 to help an NGO build three affordable homes. Families rent the homes below market rate, eventually buy them, and then the money goes right back into building more houses. That is not a one-time gift; that is a philanthropic boomerang with a hard hat. Neelam offers another example from Mumbai, where women received small amounts of startup capital, sometimes just $300 or $400, to launch shops, salons, embroidery businesses, or poultry enterprises. By combining donor support, personal investment, and bank loans, these women became credit-ready, built income, gained dignity and decision-making power, and created ripple effects for their children and communities. Bill and Neelam close by turning to what nonprofits need in order to participate in blended financing responsibly. Neelam emphasizes that organizations need enough size and financial stability to absorb some risk, strong strategy, solid technical expertise, and robust monitoring and evaluation systems. Boards may need more business experience, staff may need stronger financial skills, and leaders must be willing to think like entrepreneurs without losing sight of mission. The takeaway is clear: blended financing is not just another fundraising trick hiding in a nonprofit magician's hat. Done well, it can diversify revenue, attract new partners, recycle dollars for ongoing impact, and help nonprofits move from “please fund our project” to “invest in our mission.”

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes Connie Falcone, JD, founder and CEO of Firefly Athlete, for a conversation about what fundraisers need to know when sports and philanthropy collide. Connie brings serious insider credentials: seven seasons leading Cubs Charities, a 2016 World Series ring, and the proud title of “Connie from the Cubs.” Her work now focuses on helping athletes turn purpose into action by reducing the barriers that often keep them from engaging meaningfully in philanthropy. Bill and Connie unpack why philanthropy can be surprisingly hard for professional athletes, even with fame, resources, and cultural influence. Many athletes assume the first step is starting a nonprofit, but Connie warns that creating and running a charitable organization is a major undertaking, not exactly a “grab a lemonade stand outside Wrigley and call it a foundation” situation. Athletes face limited time, demanding training schedules, constant travel, family responsibilities, and a real need to protect their careers. As one NFL player told Connie, much of his day is spent figuring out how “not to get cut from the team.” The conversation also explores trust, access, and authenticity. Athletes are frequently approached by nonprofits, agents, teams, family members, and plenty of people who may or may not have the right expertise. Connie emphasizes that nonprofits should not simply chase star power; they should look for genuine alignment between the athlete's lived experience, values, and charitable interests. If an organization supports food insecurity, first responders, youth mentoring, or another cause, the best athlete partner is someone with a real connection to that mission. Otherwise, the partnership risks feeling like a celebrity sticker slapped on a brochure. Bill and Connie close with practical guidance for nonprofits considering athlete ambassadors. First, expect that securing an athlete's involvement may require paying a fee, especially at the beginning. That investment can open the door to a relationship that may grow over time, perhaps even into future giving. Second, nonprofits should understand what athlete ambassadors are best positioned to do: expand visibility, reach new audiences, and bring in everyday donors, rather than magically landing a million-dollar gift while fireworks explode over the end zone. The takeaway is clear: sports philanthropy works best when nonprofits lead with mission fit, patience, professionalism, and stewardship; not just a dream of getting a famous name on the gala invitation.

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes Janie Judd, founder and principal of Elevé, a national consulting firm that helps nonprofits “work better without losing what makes them human.” Their conversation tackles a challenge many mission-driven professionals know all too well: what happens when you care so deeply about the cause that you forget to care for the people carrying it, including yourself? Janie brings a systems-minded, people-centered perspective to nonprofit effectiveness, reminding listeners that structure is not the enemy of humanity; in fact, good systems can be the very backbone that lets humanity shine. The conversation centers on what Janie calls “cause blindness,” the tendency for nonprofits to become so consumed by their mission that they overlook the infrastructure needed to actually achieve it. Scrappiness, good intentions, and passion for the work can be powerful, but when they become the entire operating model, organizations start patching problems with what Janie memorably calls “human duct tape.” And while duct tape may be handy in a garage, it is not a long-term talent strategy, unless your strategic plan includes “everyone quietly burning out by Thursday.” Bill and Janie then explore how stronger systems protect both people and mission. Clear decision paths, documented workflows, ownership boundaries, and updated processes may not sound glamorous, but they help teams reduce ambiguity, preserve trust, and keep the work moving without asking staff to carry impossible weight. Janie emphasizes that systems are not cold or anti-human; they are what allow nonprofit professionals to bring their best selves to the work. As she puts it, “Strong systems protect people.” Bill connects this to the professional stance taught at The Fund Raising School, especially when nonprofits face external pressure around overhead, administration, and the myth that every dollar should somehow create impact without people, tools, salaries, technology, or professional development. The episode closes with practical wisdom for leaders, fundraisers, board members, and staff who sense that something in their organization feels heavy, fragile, or off. Janie's advice is direct: assume there is a broken system underneath. Burnout, low morale, confusion, and instability are often late-stage symptoms of deeper structural problems. The takeaway is clear: caring for the mission means caring for the systems and people that make the mission possible. Human duct tape may hold things together in a crisis, but stronger fundraising, stronger teams, and stronger outcomes require something sturdier than a roll from the supply closet.

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes Mladenka Majerić, CEO of the Yellow Dot Foundation in Croatia and an international leader in nonprofit effectiveness, fundraising culture, and philanthropic development across Europe. Bill and Mladenka first connected at the Central and Eastern European Fundraising Conference in Bratislava, Slovakia, in 2025, and their conversation centers on a message every fundraiser needs taped to the mirror, the laptop, and possibly the office coffee maker: fundraisers are leaders. They may not always hold the CEO title or sit in the board chair's seat, but through their relationships, influence, and trust-building, fundraisers help shape organizations, communities, and society itself. The conversation begins with Mladenka reframing fundraising as much more than raising money. Fundraising, she explains, is about developing relationships with donors, building community, influencing public trust, and strengthening the social fabric. Bill adds that nonprofit professionals are often “first responders,” stepping into difficult social challenges and helping communities move toward solutions. Mladenka agrees, noting that fundraisers build not only financial capital but social capital, the kind rooted in values, relationships, and shared responsibility. In other words, fundraisers are not just passing the hat; they are helping stitch the community quilt, hopefully without getting tangled in the thread. Bill and Mladenka then explore what leadership looks like for fundraisers who do not have formal authority. Mladenka offers a beautifully direct answer: “Leadership is communication.” Every donor conversation, public appearance, one-on-one meeting, and stakeholder interaction represents the mission and shapes the reputation of the organization. Bill connects this to what The Fund Raising School teaches as “reference power,” the influence fundraisers earn by being trusted representatives of the mission. Mladenka also introduces the phrase “exquisite fundraising,” describing fundraising that moves beyond planning, managing, and executing into vision, responsibility, and societal change. The episode closes with a focus on self-care, joy, and support for fundraisers who carry heavy expectations in a challenging profession. Mladenka shares advice from her colleague Gary Edwards, who would ask, “Are you having fun?” She expands that idea into joy: fundraisers need to stay connected to the mission, visit with beneficiaries, remember why the work matters, and seek support from colleagues, mentors, coaches, or fundraising communities. Bill echoes this by reminding listeners that fundraising is “the gentle art of teaching the joy of giving,” and that fundraisers are in the “joy delivery business.” The takeaway is clear: fundraisers are leaders not because of their titles, but because of their trust, communication, vision, and ability to connect people to purpose; and when they care for themselves while doing it, they can lead with both effectiveness and joy.

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes back Phil Purcell, Director of Planned Giving for the Central Territory of The Salvation Army, a veteran faculty member at The Fund Raising School, and nationally recognized expert on planned giving, nonprofit law, and charitable organizations. Phil joins the conversation fresh from leadership roles with the American Bar Association's charitable giving and organizations work, where he helps advance legal understanding across the nonprofit sector. Together, Bill and Phil tackle a topic that gets plenty of conference-room chatter but not always enough action: nonprofit collaboration, partnerships, and mergers. As Bill notes, everyone loves to say, “Those organizations should work together,” but actually making it happen can feel like trying to assemble IKEA furniture during a thunderstorm. The conversation begins with why nonprofits pursue partnerships or mergers in the first place. Phil explains that financial pressure is often one driver, especially when an organization has strong programs but a fragile bottom line. Grassroots organizations may also seek fiscal sponsorships or other partnerships because they have mission energy but not yet the fundraising base to sustain themselves. Other collaborations emerge from strategic opportunity, such as organizations with different strengths coming together to address a complex community challenge, or 501(c)(3) and 501(c)(4) organizations coordinating around advocacy and public policy. Bill adds that donors can be powerful catalysts, sometimes asking why two organizations serving similar missions, neighborhoods, or populations are operating separately when a combined effort might produce greater impact. Bill and Phil then move into the human side of mergers, where the spreadsheets meet the feelings, and sometimes the feelings bring snacks and a lawyer. Phil emphasizes that while boards ultimately decide whether a merger or partnership moves forward, the idea may come from staff, board members, volunteers, thought leaders, or major donors. Still, staff may understandably feel anxious about redundancy, job security, and organizational change. Phil stresses that mission alignment and culture must be addressed before the legal documents arrive on the scene wearing sensible shoes. Work styles, leadership expectations, office norms, governance habits, and organizational identity all matter. Outside consultants can help by conducting interviews, assessing cultural fit, facilitating strategic conversations, and helping leaders determine whether the whole really can become greater than the sum of its parts. The episode closes with Phil outlining the legal and structural issues nonprofits must consider once collaboration becomes serious. He advises organizations to start by understanding exactly who they are legally: their true legal name, articles of incorporation, bylaws, tax-exempt status, state and federal standing, and any unusual provisions that may have been forgotten in the filing cabinet of history. From there, a merger may require a plan of merger, articles of merger, decisions about which entity survives, and attention to state law differences. Phil also explains alternatives to full mergers, including fiscal sponsorships and supporting organization structures, each with its own responsibilities, agreements, and governance questions. Above all, he reminds listeners not to overlook donor intent, restricted gifts, leadership structure, and stakeholder trust. The takeaway is clear: nonprofit collaboration is complicated, emotional, legal, financial, and cultural; but when it strengthens mission, it can be well worth the work.

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes back Lindsay Marciniak, Managing Partner at CCS, for a data-rich conversation about the fifth edition of the Philanthropy Pulse Report. The report draws on responses from 618 nonprofit organizations across 47 states and 18 countries, giving fundraisers a broad look at both recent fundraising performance and the trends shaping the year ahead. Lindsay shares one of the report's most encouraging findings: 62% of organizations reported increased revenue in the previous year. Bill places that in context, noting that even amid economic uncertainty, inflation concerns, and questions about recession, donors continue to demonstrate generosity when they are invited to support meaningful work. In other words, philanthropy is still showing up, coffee in hand, ready to help. The conversation then turns to stewardship and donor retention, where the data provide both encouragement and a clear call to action. Lindsay explains that 44% of respondents reported average donor retention rates between 30% and 60%, centering near the national average of 47%. She also notes that organizations are using both personal approaches, such as individual and small-group meetings, and broader strategies, including targeted digital communications. In fact, 69% of organizations plan to support donor retention through targeted digital outreach. Bill reinforces a key principle taught at The Fund Raising School: stewardship is the fundraising that happens between the asks. Donor retention is not simply something to admire, lament, or put on a spreadsheet with a tiny violin playing in the background. It is something organizations can strengthen through intentional gratitude, communication, and relationship building. Board engagement also receives significant attention in the report and in the discussion. Lindsay explains that organizations with clear expectations for board members, including giving and fundraising responsibilities, reported stronger revenue outcomes. The survey found that 52% of organizations say board members fundraise occasionally, while only 14% report very frequent board involvement, 28% say participation is rare, and 6% report no board participation at all. Bill adds research from The Fund Raising School showing that when nonprofits clearly communicate expectations for board giving and fundraising, board members are 11 times more likely to donate and fundraise. The message is delightfully direct: do not assume board members know what is expected. Clarify, repeat, invite dialogue, and help board members understand that they can contribute not only by asking for gifts, but also through stewardship, introductions, expertise, and credibility. The episode closes with a look at AI, fundraising consulting, and future growth opportunities. Lindsay notes that while nonprofits remain curious about AI, many are still in the early stages of adoption, with close to half of responding organizations not using AI at all. For those that are, AI is most often used to enhance personalized donor engagement through writing, editing, and content support. Both Bill and Lindsay emphasize that AI is currently best understood as an enhancement, not a replacement, especially in a sector where staff often face high expectations and burnout. Looking ahead, the report points to major gifts, mid-level donors, non-cash assets, blended gifts, donor-advised funds, and stronger development operations as major areas of opportunity. The episode offers fundraisers a practical reminder that data are not just numbers on a page; used well, they help organizations steward donors, engage boards, support staff, and build stronger fundraising strategies for the future.

In this energizing and highly practical episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Lisa Hacker, Director of Philanthropic Planning for the Jewish Federation of Cincinnati, for a thoughtful and forward-looking conversation about fundraising with millennials and Gen Z. The episode begins by challenging one of the sector's most outdated assumptions: millennials are no longer merely “the next generation” of donors, they are already here, already giving, and increasingly shaping the future of philanthropy. Lisa explains that her organization began preparing for this shift nearly two decades ago, recognizing both a transfer of wealth and the importance of building donor relationships long before individuals reach their peak earning years. Bill reinforces that point with research showing that while boomers still give the most per household, millennials have already surpassed their parents in average annual household giving, a striking reminder that fundraisers must stop thinking of younger donors as a future audience and start engaging them as a present reality. What makes the conversation especially useful is how clearly Bill and Lisa separate what remains timeless in fundraising from what truly needs to evolve. The essentials, mission, impact, transparency, trust, and long-term relationship building, remain unchanged. Lisa emphasizes that donors of every generation still want to see meaningful outcomes, hear compelling stories, and understand how their gifts make a difference. What is changing, however, is the way younger generations prefer to engage. Millennials, in particular, are drawn to social media, peer-to-peer influence, and opportunities to document and share their own experiences rather than simply consume polished institutional messaging. As Bill notes, they do not just want to receive the organization's photos, they want to take the selfies and “usies” themselves. Lisa offers a vivid example through Cincinnati's ATID program, a cohort-based leadership and philanthropy initiative for emerging Jewish leaders, where participants meet monthly for values-based learning, relationship building, and candid conversations about community responsibility. The program's success is measured not only in increased giving, but in something deeper: participants continued gathering even after the formal cohort ended, a strong sign that the experience created genuine ownership and connection. As the episode concludes, the focus broadens from millennials to the wider pipeline of next-generation philanthropy, including Gen Z, and this is where the discussion becomes especially valuable for practitioners thinking long term. Lisa describes how the Jewish Federation of Cincinnati is building a sequence of engagement opportunities, from early social and educational entry points to more structured leadership development, helping younger adults find their place in community life before asking them to shoulder major philanthropic responsibility. Bill draws out the larger lesson beautifully: engaging younger donors is not about mastering slang, chasing trends, or pretending to be someone you are not. It is about listening, inviting participation, and treating donors as collaborators rather than transactions. Lisa's advice to veteran fundraisers is especially strong and reassuring, have fun with it, bring younger colleagues into the conversation, and do not be afraid to ask questions. The episode leaves listeners with an encouraging and deeply practical message: successful next-generation fundraising is not about abandoning proven principles, but about applying them with openness, curiosity, and the humility to let younger donors help shape what comes next.

In this timely and highly practical episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Jon Bergdoll, MA, interim director of data and research partnerships at the Indiana University Lilly Family School of Philanthropy, for a clear-eyed conversation about what the 2025 federal tax policy changes could mean for charitable giving. The episode opens with an important reminder that taxes are not the only force shaping generosity, but they do matter, and they matter enough to influence billions of dollars in giving behavior. Drawing on new research from the Lilly Family School of Philanthropy, Jon explains that the overall effect of the policy is expected to be a modest drag on giving, roughly $5.5 to $6 billion annually, even as one major provision, the return of the universal charitable deduction, could bring more than 8 million donors into or back into the donor pool. That tension gives the episode its central insight: tax policy can expand participation while still reducing total dollars, because not all donors give at the same scale. What makes the discussion especially useful is the way Bill and Jon unpack how unevenly those effects are likely to be distributed. Smaller and midsize donors who do not itemize may actually increase their giving thanks to the new deduction, creating a projected gain of around $4 billion. At the same time, higher-income households face several new limitations that are expected to reduce giving by roughly $8 billion, a much larger effect because these donors account for a disproportionate share of total philanthropy. The episode does an excellent job of translating technical policy into practical fundraising implications, especially for organizations trying to understand whether this matters for their own donor base. Jon offers an important caution here: even organizations that do not think they serve top-tier donors may still be receiving gifts from wealthy individuals whose giving is spread across many causes. Bill reinforces the point with his usual clarity, reminding listeners that aggregate research is most valuable when it helps frame smarter, more informed conversations with actual donors. As the episode concludes, the focus shifts from prediction to action, and this is where the conversation becomes especially valuable for frontline fundraisers. Jon emphasizes that tax incentives only work when donors know they exist, noting that many households still misunderstand whether they itemize and what giving is deductible. That means nonprofits have a real opportunity, and perhaps a real responsibility, to educate supporters about the universal charitable deduction and to communicate clearly that they are qualified charitable organizations. Bill draws the lesson together beautifully: this is not simply a policy story, it is a donor-relations story. Fundraisers should not panic, and they should not assume every donor will react the same way. Instead, they should use the research as a baseline, ask better questions, and help donors understand how the new rules may intersect with their values and giving plans. For organizations navigating a shifting philanthropic landscape, this episode offers both grounding and direction, showing that even in the world of tax policy, the most important work still begins with knowing your donors well.

In this thoughtful and instructive episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Michal Werner, CAP, CFRE, Executive Director of the Jewish Community Foundation of Greater MetroWest New Jersey, for a rich conversation about major gift fundraising and the patience it requires. Framed around the idea that there is “joy in the journey,” the episode explores what happens when a donor who seems like a certain yes instead says no, and how that moment can become the beginning of something far more meaningful. Drawing on a real donor story from early in her tenure, Michal offers a grounded and compelling example of what it looks like to stay in the relationship, listen more carefully, and let the donor's interests shape the path forward rather than forcing a gift onto the organization's preferred timeline. What makes the episode especially valuable is the way it reveals the difference between fundraising driven by institutional assumptions and fundraising rooted in genuine discovery. Rather than walking away after the initial rejection, Michal kept the conversation open, did deeper research into the donor's private foundation giving, and uncovered a more expansive vision of social justice than the organization had initially presented. That shift led to a very different opportunity: funding a dedicated position focused on building allyships across faith communities and combating antisemitism through collaboration, education, and relationship-building. Bill skillfully draws out the lesson that major gifts are rarely about simply matching capacity with a dollar figure. They are about finding the intersection between organizational purpose and donor values, then building enough trust to move forward together. The result in this case was not the original seven-figure ask, but a five-year commitment of $50,000 annually that proved both strategic and transformational. As the discussion continues, the episode becomes an excellent case study in stewardship, internal leadership, and long-term fundraising discipline. Michal explains how regular impact reporting, visible program results, and continued donor engagement helped turn an initial five-year commitment into ongoing support, with the donor now committed to sustaining the work beyond the original pledge period. Just as important, she speaks candidly about the internal pressure fundraisers often face from boards or executives who expect major gifts to close quickly or at a higher level. Her advice is clear and practical: do not hear “no” as final, do not rush trust-building, and do not treat major gift fundraising like annual fund work. Bill closes by reinforcing a theme that runs throughout the episode: if a donor keeps taking the meeting, the conversation is still alive. For fundraisers navigating complex donor relationships, this episode offers both reassurance and a strong reminder that some of the most meaningful gifts emerge not from certainty at the start, but from patience, humility, and persistence over time.

In this practical and timely episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Ruth Hansen, Ph.D., Associate Professor at the University of Wisconsin–Whitewater, for a smart conversation about checkout charity and what it reveals about contemporary donor behavior. With her characteristic blend of research rigor and practitioner awareness, Ruth explores a form of giving that many people recognize instantly but few have studied closely: the small, spontaneous donation made at the register or during an online purchase. What emerges is a compelling portrait of “impulse giving” as a meaningful and often overlooked part of the philanthropic landscape. For fundraisers, the episode offers both data and perspective, showing that seemingly modest asks at the point of purchase can unlock real generosity when the conditions are right. One of the episode's greatest strengths is the way it moves beyond anecdote and into useful insight. Ruth explains that more than half of Americans in her study reported giving through checkout charity in the past year, with rounding up as the most common method by far. But the more interesting takeaway is not simply that people give this way, it is that this type of giving may engage donors who do not always fit the patterns associated with more formal charitable support. While some demographic trends align with broader giving research, others differ in revealing ways, particularly around age, education, and income. Bill does an especially effective job drawing out what this could mean for nonprofit strategy, especially for organizations that may be overlooking everyday donors while focusing heavily on mid-level and major gifts. The conversation becomes a useful reminder that generosity is often situational, and that the right ask, at the right moment, still matters enormously. As the discussion continues, Ruth adds an important layer of nuance by emphasizing the role of familiarity and trust. Most people who gave through checkout charity reported at least some prior awareness of the organization receiving the donation, suggesting that these gifts may be impulsive, but they are not entirely disconnected from relationship-building and visibility. That insight gives the episode much of its practical value. Checkout charity is not presented as a shortcut or substitute for sound fundraising, but as one more channel through which public awareness can translate into action. Bill closes by reinforcing the broader lesson with clarity: people give when they are asked, and nonprofits ignore broad-base donors at their own risk. The episode's final message is both encouraging and strategic. Small gifts at the register may look incidental, but together they point to a larger truth about philanthropy: when organizations make their work visible and make giving easy, people often respond.

In this thoughtful and deeply human episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Alison Jane Martingano, Ph.D., Assistant Professor at the University of Wisconsin–Green Bay, for a fascinating conversation about empathy, burnout, and what fundraisers can learn from research rooted in healthcare. With clarity, warmth, and just the right amount of scientific precision, Alison Jane unpacks a deceptively simple idea: empathy is not just a feel-good virtue, it can actually help protect professionals from burnout. For fundraisers, whose work is built on connection, compassion, and constant attention to others, that insight lands with particular force. This episode makes a compelling case that understanding how we empathize may be just as important as the fact that we do. A key strength of the conversation is its careful distinction between different types of empathy. Alison Jane explains that empathy is not one single emotional blob, but a multidimensional concept that includes cognitive empathy, empathic concern, and emotional contagion or distress. Cognitive empathy is the ability to understand what someone else is thinking or feeling without becoming overwhelmed yourself. Empathic concern is the warm, compassionate response that keeps the focus on the other person. Those two forms of empathy, she explains, are associated with less burnout. The problem arises with distress-based empathy, when a person does not merely care about someone else's suffering but begins to carry it internally, mirroring the pain as their own. That distinction becomes one of the episode's most useful takeaways: feeling for others can sustain us, while feeling overwhelmed with them can slowly wear us down. Bill does an especially effective job translating the research into the daily reality of fundraising, where professionals are constantly immersed in stories of need, urgency, and hope. Fundraisers are, by nature and by job description, intensely other-focused. They advocate for people experiencing hunger, illness, educational barriers, housing insecurity, and countless other challenges. Alison Jane suggests that this outward focus may actually be a source of resilience, so long as it remains grounded in compassion rather than self-consuming distress. In one of the episode's clearest and most memorable formulations, the conversation draws a bright line between being inspired to help and carrying another person's suffering “like a bag of bricks.” That difference matters. It gives fundraisers permission to care deeply without believing they must emotionally collapse in order to prove that care is real. As the episode concludes, Alison Jane offers an important note of honesty and restraint: empathy may be preventative, but it is not curative. Once true burnout has taken hold, the answer is not simply to care harder or dig deeper emotionally. Burnout, she explains, is a structural problem caused by too many demands and too few resources, and that means real solutions must include institutional support, reduced stressors, and healthier workplace conditions. Bill closes by reinforcing why psychology matters so much in fundraising in the first place; philanthropy is fundamentally about human connection. Donors, volunteers, and fundraisers alike are driven by meaning, identity, and emotion. The episode's final message is both reassuring and wise: empathy, when practiced in healthy ways, can help fundraisers stay connected to their mission without losing themselves in the process.

In this lively international edition of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes Linda Harwood-Compton, Director of Latch Fundraising, for a smart and spirited conversation about what it really takes to engage millennial and Gen Z donors around the world. Linda brings both global perspective and practical wisdom, tracing her own journey from teaching blind children to leading an international fundraising consultancy focused on philanthropy, partnerships, stewardship, and next-generation giving. Her central message lands with the force of a well-aimed Scottish truth bomb: Gen Z and millennials are not just “emerging” donors, they are the future of philanthropy, and fundraisers need to stop waiting for them to arrive and start building relationships now. Linda makes a compelling case that these generations are already deeply philanthropic, even if that generosity does not always show up as a big check in the mail. Gen Z, in particular, is giving through volunteering, activism, peer support, events, and monthly donations, with 84% saying they support a charitable organization in some way. Add to that the massive global wealth transfer already underway, and the picture becomes crystal clear: millennials and Gen Z are on track to become the wealthiest and potentially most influential philanthropic generations in history. But they do not behave like their predecessors. They care about impact, authenticity, and proximity to the cause, often choosing to support just one or two organizations where they can clearly see results rather than scattering gifts across half a dozen institutions and hoping for the best. The conversation also drills into an important distinction that too often gets blurred: millennials and Gen Z may be grouped together, but they are not the same. Millennials are “digital pioneers,” while Gen Z are true “digital natives,” and that difference matters when it comes to outreach, engagement, and trust-building. Linda explains that millennials may still respond to Instagram, short videos, alumni connections, workplace giving, and even a well-timed WhatsApp message, while Gen Z is more likely to be found in the world of TikTok, influencers, activism, and collective action. Socially, both generations are moving away from traditional gala culture. Forget the black-tie banquet and auction paddles, this crowd would rather see family-friendly experiences, local connection, meaningful community engagement, and opportunities to bring their whole lives, not just their wallets, into the philanthropic experience. As the episode wraps, Linda offers a refreshingly clear call to action for fundraisers everywhere: be authentic, be transparent, and do not try to perform some awkward corporate somersault to look “younger.” Millennials and Gen Z do not expect perfection, but they do expect honesty, visible impact, and values they can believe in. They want to advocate for others, especially in causes like education, human services, animal welfare, and mental health, and they are increasingly comfortable using strategic tools like donor-advised funds to make those decisions thoughtfully. Bill ties it all together with a reminder that every donor matters, every gift matters, and today's modest first gift may become tomorrow's transformational investment. The takeaway is beautifully simple: the future of fundraising is already here, and it is scrolling, texting, volunteering, organizing, and yes, still giving.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes Jeff Spitko, CFRE, Senior Director of Integrated Fundraising at the San Diego Foundation and a leading voice on digital fundraising strategy. Right out of the gate, the conversation challenges one of the most persistent myths in nonprofit fundraising: that digital fundraising is simply a matter of posting an online ask and waiting for donations to roll in. Jeff makes the case that digital fundraising is not instant fundraising, but relationship fundraising at scale. Just as major gift work depends on cultivating trust over time, effective digital fundraising requires a thoughtful journey built through personalization, customization, and a slow, intentional process of helping donors understand the mission before ever being asked to give. Jeff then walks listeners through the crucial role of lead generation, describing it as the space where marketing and fundraising intersect. Rather than rushing to solicit new contacts, organizations should focus first on inspiring people to engage, often through advocacy campaigns, petitions, quizzes, and other mission-connected content that encourages participation and makes people want to learn more. He draws on examples from his time at the San Diego Zoo, where petitions tied to endangered species protection and quizzes about wildlife helped attract potential supporters and collect email addresses. From there, the real work begins: a welcome series spread across weeks, not days, designed to educate, build familiarity, and gradually deepen connection. The message is clear: getting the email address is only the beginning, not the finish line. The conversation then turns to engagement and what it really means to build a two-way relationship with donors online. Jeff argues that nonprofits are often very good at talking about their mission and making asks, but far less effective at listening, reporting back, and showing donors that their voices matter. Surveys, response data, and behavioral patterns all offer valuable insight into what supporters care about, and organizations should use that information not only to learn, but to act. He emphasizes the importance of segmentation, noting that donors respond best when content reflects their actual interests and motivations. In an increasingly saturated digital landscape, the organizations that stand out are not simply the loudest, but the ones that make donors feel seen, understood, and valued. Finally, Bill and Jeff connect digital fundraising to the broader donor journey, underscoring that the gift itself comes well after a series of earlier steps: consuming content, following on social media, taking non-financial actions, and sharing contact information. In that sense, digital fundraising mirrors the larger principles of fundraising taught at The Fund Raising School, where relationship-building, preparation, and stewardship all come before and after the ask. Jeff reminds listeners that digital donor acquisition is a long-term investment, one that may not generate immediate net revenue but can create sustainable lifetime value when done well. The episode leaves fundraisers with a steadying and important reminder: digital success does not come from speed, but from patience, strategy, and the disciplined work of building trust over time.

In this forward-looking episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with AI practitioner and marketing maestro Chris Strom of Sunrise Association to tackle a question that's buzzing louder than a caffeinated chatbot: what can artificial intelligence actually do for fundraising? Chris doesn't sugarcoat it. Yes, AI can be wrong. Yes, hallucinations happen. But as he explains, the magic isn't in blind trust, it's in smart partnership. Think of AI not as your replacement, but as your overachieving intern who works at lightning speed and still needs supervision. Used wisely, it augments your intelligence, multiplies your output, and frees you to do what fundraisers do best: build real relationships with real people. One of the biggest “aha” moments Chris shares is the power of prompting, because typing a lazy one-liner into ChatGPT and hoping for brilliance is like whispering “abracadabra” and expecting Broadway. His practical CRAFT framework is the game-changer: Context (who you are and what's happening), Role (the perspective the AI should take), Action (what you want it to do), Format (email, report, etc.), and Tone (make it sound like you). With the right ingredients, AI transforms from a novelty into heavy machinery for your marketing and development shop. The difference between “meh” output and mission-moving copy? Specificity and strategy. Chris also shares how AI becomes a nonprofit's “second brain.” By using transcription tools like MacWhisper alongside platforms such as ChatGPT, he captures meetings, webinars, and brainstorming sessions; then instantly generates summaries, next steps, and polished notes. The result? Hours saved. Brainpower preserved. Follow-up executed. He's even built custom GPTs loaded with brand guidelines, mission language, and campaign data so his entire team can generate on-brand, accurate messaging without second-guessing tone or statistics. It's like having a marketing assistant who never sleeps and always remembers the style guide. The episode closes with a practical, and slightly prophetic, note: invest wisely. While free tools can be powerful, paid subscriptions offer critical privacy protections and better performance. For roughly $20 a month, Chris argues, the return on investment is enormous when measured in reclaimed hours and enhanced productivity. His advice? Start small. Pick one task you're doing today, invite AI into the process, and experiment. We're still in the “early innings,” he says, and the fundraisers who learn to swing now will be miles ahead as the technology matures. The future isn't coming, it's here. And for nonprofits willing to engage thoughtfully, AI may just be the most practical superpower in the fundraising toolkit.

In this data-packed episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back philanthropic powerhouses Genevieve Shaker, Ph.D., and Dan Heist, Ph.D., to unpack the brand-new Donor Advised Fund Research Collaborative report. And folks, the headline is clear: DAFs are not just “a thing,” they are a major thing. With $90 billion flowing into donor advised funds in 2024 and a record-setting $65 billion flowing back out in grants. Contributions rebounded sharply after a 2023 dip, mirroring stock market recovery, and now represent roughly 15% of all charitable giving in the U.S. That's not pocket change, that's a seismic shift in how philanthropy moves. One of the biggest evolutions? The rise of “donation processors.” Think workplace giving platforms and online tools quietly powering charitable accounts behind the scenes. These platforms have helped push the total number of DAF accounts to 3.6 million, doubling in just five years. Some of these accounts are smaller and transactional, but together they're transforming access to philanthropy. The barrier to entry has dropped so low that opening a DAF can require little to no initial investment. Translation: this isn't just for the ultra-wealthy anymore. The “millionaire next door” may now be the “DAF holder next door.” The episode also tackles the payout debate, and yes, there's math, but the good kind. The reported payout rate of 25% (compared to private foundations' typical 5–6%) reflects grants made relative to assets held at the start of the year. Meanwhile, the “flow rate,” dollars out compared to dollars in, shows even more velocity. While most DAFs are actively granting, about 8–10% remain relatively inactive over time, sparking ongoing policy discussions. But the data tell a powerful story: when contributions rise, grantmaking rises too. DAF donors aren't just storing wealth, they're moving it. For fundraisers, the takeaway is crystal clear: get in the game. Ask donors if they have a DAF. Add it to your event forms. Include it in major gift conversations. Use the publicly available data to identify sponsors in your region and benchmark your results. DAFs are increasingly central to philanthropic strategy across income levels, and fundraisers who understand payout rates, flow dynamics, and donor motivations will be better equipped to engage today's strategic givers. Bottom line? The money is moving, and the fundraisers who are informed, curious, and proactive will be right there to help direct it toward mission.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes fundraising veteran Rick Shadyac, JD, former longtime leader of ALSAC, the fundraising powerhouse behind St. Jude Children's Research Hospital. Major donors love bold vision. But how do leaders decide which big ideas are brilliant… and which are just bonkers? Rick's advice is refreshingly practical: start with the problem you're trying to solve and the audience you're trying to reach. High-wealth strategy? Mass marketing? Different tools for different tribes. Big ideas aren't about flash, they're about fit, feasibility, and fearless execution. Rick shares the jaw-dropping case study of partnering with billionaire entrepreneur Jared Isaacman on a space mission tied to a $100 million (eventually $125 million) challenge gift. The catch? ALSAC had to match it. The risk? Enormous. The reward? Potentially transformational. Instead of auctioning off a seat, they democratized giving, raffle tickets for a dollar, opening the door to entirely new donors, especially younger, space-loving supporters who'd never given to a children's hospital before. The result? A $250 million fundraising triumph, a successful mission featuring St. Jude patient ambassador Hayley Arceneaux, and global exposure, including a Netflix documentary. Not exactly your standard bake sale. But here's the leadership lesson behind the rocket fuel: courageous ideas require courageous cultures. Rick describes intentionally hiring people who would challenge him, not nod politely while doodling in meetings. Drawing from his background as a lawyer, he encouraged constructive disagreement, diverse perspectives, and even role-playing in interviews to test whether candidates would push back. Debate in the room? Absolutely. Lock arms when you leave? Non-negotiable. The formula: hire smart, mission-driven people who think differently than you do, and then actually listen to them. That diversity of thought, age, background, and expertise becomes the engine that powers bold, informed decisions. Finally, the episode lands squarely on the CEO-board dynamic. Boards are often risk-averse, but Rick urges leaders to be transparent, inclusive, and above all, communicative. Educate your board. Prepare them. Build trust before you need it. And when it's time to fundraise, confidence follows preparation. Donors can sense when an idea has been stress-tested and mission-aligned. As Rick reminds us, fundraising happens at the speed of trust, and the donor is the hero of every story. Big ideas may capture attention, but disciplined leadership, shared ownership, and relentless focus on mission are what ultimately turn bold vision into transformational gifts.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes Mladenka Majerić, CEO of the Yellow Dot Foundation in Croatia and a respected voice in philanthropy across Central and Eastern Europe. Right out of the gate, the duo tackles a deceptively simple but often neglected truth: fundraising doesn't start with an appeal, a gala, or a clever email subject line, it starts with a strategic plan. Or, as this episode gently but firmly argues, with the process of building one. Mladenka makes the case that while organizations can raise money without a strategic plan, doing so is like driving cross-country with passion but no map. Strategic planning aligns mission, vision, goals, and activities, giving teams structure, clarity, and confidence. More than that, she frames it as a leadership and team-building tool. When boards, staff, and leadership are meaningfully involved, through workshops, surveys, and candid conversations, the process becomes a kind of organizational group therapy (the healthy kind). People communicate more honestly, understand their roles better, and walk away owning the plan instead of shelving it to collect dust. The conversation then zeroes in on how strategic plans fuel effective fundraising. A good plan is a living document that feeds directly into operational, communications, and fundraising plans. Mladenka highlights the importance of tools like a theory of change, showing how programs lead to outcomes and real-world impact. That clarity makes it far easier for fundraisers to answer donors' favorite question: “So… how exactly are you changing the world?” Donors, foundations, and funders increasingly expect to see a clear, public-facing strategic plan, and yes, they really do check your website. Finally, the episode lands on inspiration, the secret sauce. Beyond structure and accountability, strategic planning helps organizations articulate why they exist, how they're unique, and what values guide their work. Vision, mission, and values, when expressed in clear, human language, shift mindsets from “we deliver services” to “we create change.” Bill and Mladenka remind listeners that in a world of millions of nonprofits, distinctiveness matters. The idea is already in your head and the passion is already in your heart. The strategic plan simply brings them together, turning clarity into confidence, and confidence into inspiration for donors, staff, boards, and communities alike.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with Carly Berna, Vice President of Marketing (and the impressively titled “Fundraiser in Residence”) at Virtuous. Carly shares findings from the latest Virtuous Benchmark Report, a treasure trove of data gleaned from over 570 nonprofits using the platform for at least three years. The result? A layered look at donor trends across sectors and revenue sizes, from faith-based orgs to human services, all the way from scrappy sub-million-dollar shops to the $10M+ fundraising heavyweights. “Flat doesn't mean bad,” Carly notes, sometimes staying steady means you've weathered the storm. Bill and Carly dig into the meaty data highlights, starting with online giving. The average online gift increased by $5 in the last year and is up a whopping $22 since 2020, showing just how powerful digital channels are becoming, no surprise given Boomers are now a driving force online (61% of them give that way!). Meanwhile, Carly waves the mid-level donor flag with pride, celebrating growth in this oft-ignored group. Nonprofits are learning not to put all their donor eggs in one major gift basket. The conversation turns to recurring giving, a favorite of sustainability-minded fundraisers everywhere. While the average nonprofit sees 13% of their revenue coming from recurring donors, Virtuous' top quartile of performers boasts a hefty 33%. Donor retention is also slowly rebounding post-pandemic, reaching a six-year high of 50%. But Carly urges listeners not to settle, “Top performers hit 67%, so shoot for the stars!” Finally, the duo dives into donor acquisition and lifetime value. New donor acquisition is slipping, now around 30%, but those who do give are investing more over time, with average donor lifetime value rising to $784. Carly's message is clear: nonprofits need to be smart, not just generous: track your data, find your gaps, and don't just pat yourself on the back for being average. With the right balance of stewardship, segmentation, and sustainability, nonprofits can build donor relationships that last longer than most gym memberships.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back the ever-insightful Michele Dole, MS, CFP, Senior Vice President at Key Private Bank and cherished faculty member. Michele brings her unique perspective as both a former fundraiser and a current financial advisor, helping to demystify the world of wealth and financial advising for those in the nonprofit sector. From her origins in hospital foundations to earning her Certified Financial Planner certification, Michele shares how her deep understanding of financial strategy intersects beautifully with charitable giving. “It's not just about tax efficiency,” she emphasizes, “but about helping clients make meaningful, effective gifts.” The conversation shines a light on how fundraisers and financial advisors can, and should, collaborate. Advisors, Michele explains, aren't gatekeepers; they're partners. With full visibility into a client's financial picture, they can help determine not just if a gift should be made, but how, when, and with what assets. Whether it's a cash donation, a stock transfer, or a required minimum distribution from a retirement account, financial advisors are instrumental in making philanthropic dreams a financially sound reality. And yes, Michele confirms, she and her colleagues often raise the topic of philanthropy with clients, driven by their role in supporting holistic financial and personal goals. For fundraisers wondering whether to engage with a donor's advisor, Michele has one golden rule: ask for the donor's permission first. Once that's secured, sharing a comprehensive gift proposal with the advisor can be immensely beneficial. Advisors often know what else is on a donor's financial horizon: other commitments, business sales, or major expenses, that could impact the timing or structure of a gift. And if you're hosting breakfast events for local planners? Keep it up! While they may not be gatekeepers, financial professionals are key connectors in the community and valuable allies in understanding and championing your mission. This episode also introduces an exciting new offering: Philanthropy for Advisors, a course designed to equip financial professionals with a deeper understanding of charitable giving and the nonprofit sector. Michele is stepping in as lead faculty, bringing her full-circle experience to bear in educating a new generation of philanthropic partners. As always, Bill closes the episode with a hearty reminder; when fundraisers team up with informed financial advisors, donors win, missions grow, and generosity thrives.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., digs into the booming world of artificial intelligence and what its rapid rise might mean for your fundraising future. Bill highlights the many ways AI is already helping fundraisers: writing donor letters, prepping for meetings, and identifying potential major donors; all with greater efficiency and effectiveness. He shares real-life examples from colleagues like Travis Tester and Andy Price, who are saving hours of prep time each week, allowing them to meet with significantly more donors and deepen relationships. But while the AI-powered present looks promising, Bill turns our gaze toward a looming challenge: the potential financial instability behind AI's rapid expansion. Drawing on historical parallels like the railroad boom, the 1929 crash, the dot-com bubble, and the housing crisis, Bill warns that the current pattern of over-investment in AI, particularly in data centers and tech infrastructure, could lead to another economic downturn. High debt, investor expectations, and revenue shortfalls are forming a familiar and risky cocktail. And if AI financing collapses, the ripple effect could reach nonprofits everywhere. What does this mean for fundraisers? Bill reminds us that recessions tend to dampen charitable giving, not dramatically on average, but enough to warrant strategic planning. Different sectors feel the impact differently: human services often hold steady or rise, while the arts may see sharp declines. He encourages organizations to review their operating reserves and endowments, consult with financial advisors, and engage their boards in proactive scenario planning. Whether the market soars, stalls, or stumbles, it pays to be ready. As always, Bill centers the core truth: giving is driven by donor values and passion. But the “wealth effect,” how much and when people give, is shaped by the broader economy. So yes, keep watching those economic indicators, but don't lose sight of your mission.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with sits down with A.J. Steinberg, CFRE, CEO of Queen Bee Fundraising and certified nonprofit rockstar, to talk about the not-so-small challenge of engaging Millennials and Gen Z as donors, volunteers, and board members. AJ opens with a truth bomb: nonprofits have talked about multi-generational giving for decades, but fear of change has kept many stuck in their ways. Older generations may be clinging to legacy and routine, but younger folks want impact and involvement. A.J. brings the empathy and the strategy. Her secret weapon? Creating cross-generational task forces with influential voices from each age group to spark collaboration and build relationships. It's not about token seats at the gala table, it's about co-creating something new. And speaking of galas, Steinberg makes it crystal clear: Gen Z doesn't want to dress up for rubber chicken. Let them lead their own events and watch engagement soar. As A.J. says, Millennials and Gen Z aren't disengaged, they just engage differently. Give them space to create, and they'll show up, selfies and all. But where do you find these elusive next-gen leaders? A.J. suggests you start by looking under your nose; your volunteer list and your staff. If you're a smaller nonprofit, even better: there's less red tape and more room to innovate. And if you're lucky enough to have Millennial or Gen Z staff already on board, ask them who else might care about your mission. Gen Z wants to serve causes, not just organizations; so your mission better be front and center. A.J. reminds us that attracting younger generations isn't just a “nice to have,” it's a matter of survival. Be clear, be inclusive, and let your mission shine through the noise. Legacy giving? That starts younger than you think, with 55 being the average age people start thinking about it. So don't wait. Be intentional, be open-minded, and remember, t's your impact that'll keep them coming back.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., rings in the new year with a bang, and a tax code, diving headfirst into the new federal tax policies that officially took effect on January 1, 2026. While the legislation passed in mid-2025, the real fireworks are just starting for fundraisers. Bill breaks it all down, starting with the triumphant return of the Universal Charitable Deduction (UCD), now juiced up to $1,000 for individuals and $2,000 for joint filers. That's right: even if your donors don't itemize, they can still get tax credit for their generosity. The new policy also brings in the “ceiling and floor.” High-income donors can now only itemize at the 35% rate, and folks outside that bracket can't deduct the first 0.5% of their adjusted gross income. Sound confusing? Maybe. But Bill reassures fundraisers: unless your donor database is loaded with ultra-wealthy supporters, this might not move the needle much. Still, if you're courting those high-capacity givers, these changes are worth a donor-friendly conversation. Speaking of deductions, the SALT (State And Local Taxes) cap got a spicy upgrade too, up from $10,000 to $40,000. That's a potential game-changer for itemization and, by extension, charitable giving. While taxes are never the main motivator for giving, they do play a supporting role in the drama of generosity. More itemizers = more donors who might feel nudged to give, or give more. Fundraisers, your mission is to weave this into donor conversations with a healthy dose of donor appreciation and mission alignment. The biggest “will-they-won't-they” question hangs over the business sector. New rules make the first 1% of pre-tax profit donations non-deductible, since businesses typically give 1%. But before anyone panics, Bill reminds us: business giving isn't just about tax perks. It's about government relations, employee morale, community goodwill, and, of course, good ol' fashioned marketing. The four R's: regulations, retention, reputation, and ROI aren't going away. If a business hints at cutting donations, maybe it's time to pivot: is your partnership a charitable gift or a marketing opportunity? IRS Publication 513 can help you draw the line. So cue the confetti, fundraisers; new year, new tax rules, and new reasons to stay connected, adaptable, and mission-driven.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with Nicholas Kristock, Executive Director of Fleece & Thank You, to talk about how storytelling isn't just an art, it's a survival skill for nonprofits in the age of distraction. Nicholas shares how his blanket-making nonprofit went from a heartfelt request by his twin sister into a statewide movement that delivers 30,000 personalized blankets each year to pediatric patients in Michigan. But these aren't your grandma's quilts; each one includes a video message from the blanket maker to the child, creating a full-circle moment of warmth, gratitude, and healing. Nicholas dives deep into the neuroscience of donor engagement and explains why breaking the script is essential if you want your message to actually make it past someone's mental gatekeeper. Forget “Your donation helped buy 2,847 books,” we're talking vivid, goosebump-inducing stories like a child giggling through Charlotte's Web for the very first time. The key, he says, is connecting the gift not just to impact, but to outcomes. It's not just about giving Miguel spaghetti, it's about how that meal helped his mother overcome her pride and feed her family. Now that's how you make a donor feel like a superhero. At Fleece & Thank You, personalization is baked into the DNA, not just for recipients, but for donors too. With only four full-time staff, they've built a tech-savvy storytelling engine that responds to donor behavior with laser precision. Whether through text, email, or an old-fashioned phone call, Nicholas emphasizes knocking on every door until you find the one your donor opens. Enter: the “Donor SWAT Outreach Team,” a genius low-cost, high-impact engagement strategy that enlists board members and volunteers to deliver heartfelt thank-you calls and share fresh weekly stories. It's board engagement, donor retention, and warm fuzzies, all rolled into one. So what's the result of this storytelling symphony? Fleece & Thank You has more than tripled its revenue since 2020 without significantly expanding its staff. The secret sauce: a donor journey mapped like a Plinko board, where every click, gift, and volunteer hour triggers a personalized path. Nicholas leaves us with two takeaways: build your donor SWAT team and dig deep for your true outcomes. Because sometimes, it's not just about a blanket, it's about giving hope to a child on the starting line of a race they never signed up for. And that, friends, is a story worth telling.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., is joined by Martin Georgi, Board Chair of the German Fundraising Association, to explore the powerful partnership between board chairs and CEOs, and how that dynamic drives better fundraising results. Martin, with a resume that spans continents and causes, shares how rebuilding trust, clarifying mission, and hiring the right CEO transformed a once-floundering organization into a thriving hub for philanthropic progress. As he puts it, “It's not just about fundraising. It's about changing society.” Turns out, being a great fundraiser doesn't automatically make someone a great board member, or CEO. Martin walks us through the German Fundraising Association's early struggles with infighting and low-impact leadership, and how a shared purpose among new board members sparked a cultural shift. At the heart of it all was alignment with the CEO. It wasn't about agreeing on everything, but about agreeing on what matters: passion for the mission, mutual respect, and clear communication. From WhatsApp check-ins to well-prepared agendas, Martin and Association leadership show what real teamwork looks like. And the secret ingredient? Diversity of thought, age, gender, background, and experience. Martin emphasizes that strong boards aren't built by cloning skill sets, but by curating contrasts. He also reminds us that leading isn't barking orders, it's asking the right questions. “Not everyone is good at everything,” he says. “Even great CEOs need support.” That's why this collaborative model isn't just more pleasant, it's more effective. Regular touchpoints, transparency, and trust create the kind of culture where even the hard conversations lead to forward motion. So what does all this mean for fundraising? A well-oiled board-CEO relationship creates confidence, and confidence unlocks generosity. Martin shares how they launched new giving streams, including a fund to help young professionals attend their first conference. And yes, the board leads by example, every member contributes. Because if you want others to give, the call starts at home. With wisdom, warmth, and just the right amount of tea, Martin reminds us that whether you're in Indiana or in Berlin, good governance isn't about power, it's about partnership.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., is joined by Darian Rodriguez Heyman and Cheryl Contee, MBA, co-authors of AI for Nonprofits: Putting Artificial Intelligence to Work for Your Cause, to demystify what artificial intelligence means for the social sector. Spoiler alert: it's not a robot apocalypse, it's an efficiency revolution. From donor research to budgeting, from strategic planning to personalized thank-you letters, AI isn't just the future, it's already on your desktop. As Darian puts it, AI is “the new electricity,” and when responsibly leveraged, it can energize every part of your mission. But hold on to your server, there's some fear in the air. Cheryl addresses common anxieties head-on, including worries about job loss, high costs, or that AI will take over the planet (or at least the inbox). Her response? “Sweetie, honey, baby… AI is already here.” And you're probably already using it: think email filters, scheduling tools, and CRMs. The goal isn't to replace humans; it's to give them more time to do the human stuff, like building relationships and earning trust. With countless low-cost and free tools available, Cheryl argues that AI offers a chance to double your capacity, without doubling your payroll. Of course, with great power comes great responsibility. Darian dives into the very real concerns about data privacy, accuracy, and inclusion. Whether it's protecting donor information or acknowledging AI's occasional habit of confidently making things up, the solution is human oversight and intentional design. He encourages nonprofits to build custom AI tools trained on their organization's mission and voice, emphasizing that AI should always serve the people, never replace them. And while the tech is exciting, it's not the hero of the story. The beneficiaries are. Always. So what now? Cheryl and Darian offer a roadmap for using AI to raise more money, increase impact, and reconnect with supporters. From segmenting donors to boosting grantwriting, automating admin tasks to predicting major gift readiness, AI can help you do more with less, if you're willing to learn the tools and keep your mission front and center. Because at the end of the day, AI doesn't understand hunger or homelessness or the power of live theater. But you do. And now, with a little robot backup, you just might have the time to answer all those emails.

In this retention-minded, myth-busting episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with Erica Dollhopf, PhD, Associate Director of Research at the Lake Institute on Faith & Giving, to explore what hybrid work really means for fundraising outcomes. Spoiler alert: it's not the productivity killer some fear, it might just be a revenue booster. Dr. Dollhopf shares findings from a recent study that analyzed frontline fundraiser performance based on office attendance policies. While conventional wisdom suggests “more time in the office = better results,” the data tell a different story. More required office time did increase donor contacts, but for key metrics like solicitations, closes, and dollars raised, fewer in-office days and more experience proved to be the winning combo. The implications are clear: rigid attendance policies may be outdated, especially in a profession where 75% of the workforce identifies as women, and hybrid flexibility is now a make-or-break factor in retention. With longevity at an institution showing a direct link to fundraising results, allowing autonomy isn't just a benefit, it's a strategy for maximizing giving. So what now? Dr. Dollhopf encourages fundraisers to use these findings to advocate for flexibility and support. For organizational leaders, the takeaways are actionable: invest in tech, nurture mentorship in hybrid settings, and be intentional about building culture, even if it's over Zoom. Because when fundraisers are trusted, supported, and retained, giving goes up.

In this donor-focused, data-packed episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by Jon Bergdoll, Interim Director of Data and Research Partnerships at Indiana University's Lilly Family School of Philanthropy, to break down the latest findings from the 2023 Bank of America Study of High Net-Worth Philanthropy. Now in its 20th year, the report offers a close-up on the giving habits of households with $1M+ in investable assets or incomes over $200,000. The numbers tell a nuanced story. While total dollars donated by high-net-worth households remain strong, the percentage of those households giving annually is slipping, a continuation of the “donors down, dollars up” trend seen in the broader population. Volunteering, meanwhile, is bouncing back post-pandemic, now at 43% (up from a 2020 low of 30%) but still below pre-2020 levels. These donors continue to prioritize religion, education, and human services, and they're increasingly aligning their financial choices, spending and giving alike, with their values. Local impact matters. Over 70% of high-net-worth donors report giving to causes in their own communities, compared to 32% giving nationally and just 13% internationally. Spontaneity still plays a role, roughly 85% of donors say they sometimes or always give when asked or in response to emerging needs, but effectiveness is key. Donors want to know their gifts are making a difference. Use of giving vehicles like donor-advised funds, private foundations, and IRA distributions is slowly rising, with nearly 1 in 5 affluent households now leveraging at least one structured giving mechanism. This year's report also introduces five philanthropic identities: Steadfast Supporters, Devout Donors, Entrepreneurs, Changemakers, and Philanthropic Experts. These profiles offer fundraisers a practical way to understand donor motivations and tailor outreach accordingly.

In this data-rich, globally-minded episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by researchers Dana Doan, PhD and Afshan Paarlberg, JD to explore the newly released Global Philanthropy Environment Index (GPEI). With contributions from over 170 experts across 95 countries, the GPEI paints a detailed picture of the philanthropic landscape in 15 regions worldwide. Whether you're fundraising in Frankfurt or building a donor base in Barbados, the GPEI offers insight into how policies, tax incentives, socio-cultural dynamics, and cross-border regulations impact your ability to raise funds, and why local context is everything. The GPEI isn't just a static report, it's a dynamic toolkit. Dana and Afshan emphasize that the Index is designed to support both policy and practice. It measures six key factors, including the ease of operating a nonprofit, tax incentives for donors, cross-border flows of philanthropy, and the socio-political environment. Want to know what makes it hard to fundraise in one country and easier in another? The GPEI breaks it down, region by region, and even offers expert recommendations for improvement. As Dana puts it, it's not just about understanding your own environment, it's about being inspired by what's working elsewhere. Globally, the report reveals two major trends. First, the good news: cultural and social support for giving remains strong across nearly every region. Generosity is alive and well. The not-so-good news? Cross-border philanthropic flows are tightening, in part due to anti-money laundering regulations and concerns about foreign influence. Meanwhile, tax incentive structures vary wildly, even among neighboring countries, leading to uneven conditions for charitable giving. The report also dives into lasting post-COVID trends and rising priorities like climate philanthropy, offering a timely lens into what's next for fundraisers and policymakers alike. And it's not just theory, it's practice. From new platforms in Africa and Asia to transnational giving initiatives in Europe, the GPEI is already shaping action on the ground. Fundraisers across the globe are using it to make the case for improved infrastructure, smarter regulations, and stronger domestic giving. As Afshan shares, the Index is built on local expertise to ensure every score has context and credibility. Whether you're navigating political shifts or trying to unlock new donor channels, this episode delivers the tools, and the global perspective, to help philanthropy thrive wherever you call home.

In this research-powered, globe-spanning episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes Craig Furneaux, PhD to unpack the how, why, and how-much of building a reserve fund for nonprofit organizations. With his classic Aussie warmth and academic rigor, Craig takes us behind the scenes of nonprofit finance in Australia, where the accounting system doesn't distinguish between sectors and the idea of building a reserve fund gets complicated fast. It's not just about stacking cash, too much in the bank can actually hurt your fundraising case. And if you're not careful, you could end up with the regulatory equivalent of a boomerang to the head. Dr. Furneaux and his co-author Dr. Renee Irwin went full Sherlock Holmes on this topic, digging into five years of nonprofit income data across multiple sectors and sizes. The result? A treasure trove of insights and a fresh take on the old “three-month rule” for reserves. Spoiler alert: three months might work for medium-sized organizations, but smaller ones? You're gonna need more, closer to six months, to weather the storm. Large organizations can squeak by with less, thanks to their flexibility and larger safety nets. The key word here? Resiliency. Whether it's currency drops, funding cuts, or another round of HR legislation chaos, reserve funds are the emergency kit every nonprofit needs before the next metaphorical (or literal) hurricane hits. But it's not just about the math, it's about the message. Communicating the need for reserves to donors requires storytelling finesse. Craig suggests analogies that hit home, like prepping for a natural disaster. "We're not hoarding, we're being prudent stewards," he explains. The goal? Helping donors understand that a healthy reserve isn't a luxury, it's a lifeline. That means it's up to you, fundraiser friend, to show them why some unspent dollars today could be the reason your doors stay open tomorrow. So how much is just right? There's no one-size-fits-all answer, but this episode gives you the tools, and the evidence, to figure it out. Whether you're running a tiny arts nonprofit or a sprawling health system, the research can help you build a solid case for reserves. Start small, aim high, and remember: it's not about fear, it's about foresight. As always, The Fund Raising School is here to equip you with knowledge, strategy, and just the right amount of inspiration (and maybe a little financial jargon translated into plain English). Because resilience isn't just a buzzword, it's your mission's best friend in a crisis.

In this insightful and timely episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Jacqueline Ackerman, Interim Director of the Women's Philanthropy Institute (WPI), to explore how women navigate charitable giving during times of economic and societal uncertainty. From pandemics to recessions, Jacqueline dives into the resilient giving habits of women donors, and spoiler alert, they don't just keep giving, they double down when the going gets tough. Based on findings from WPI's “Women Give 2024” study, Jacqueline highlights how women's generosity remained remarkably steady across two decades, even as crises came and went. Jacqueline serves up a generous helping of data with a side of real-world implications: women are more likely to give, give more, and spread that generosity across causes; even if it means getting less recognition. But COVID-19, aka “the she-cession,” threw a curveball. While many women were forced to pause their giving due to caregiving and job losses, those who stayed in the donor pool gave more, a testament to their commitment and empathy. And as we emerge into the “new normal,” WPI expects women's philanthropy to rebound in full force, fueled by loyalty, community care, and an eye on the impact, not the tax deduction. And speaking of taxes, don't expect them to be a huge motivator here. While male donors may be charmed by a universal charitable deduction, women are looking at who benefits from their gift. Jacqueline reminds fundraisers: if you want to speak to women donors, tell stories about the people they're helping, not just the perks they're getting. It's not about the name on the wall, it's about the family at the food bank. Women give from the heart, not the ledger. And when they care about your mission? They're not just writing checks, they're joining boards, bringing their friends, and becoming powerful long-term allies. The episode closes with an important reminder: women give relationally, not transactionally. Whether it's through giving circles, peer-to-peer appeals, or disaster response efforts, women rally around each other and their communities. But as much as the data can guide fundraising strategy, Jacqueline leaves us with a crucial caveat, don't mistake trends for rules. Every donor is an individual with their own motivations. The research offers a strong starting point, but the magic still happens in the one-on-one conversation.

In this lively and eye-opening episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., is joined by Rachel Gerrol, founder and CEO of NEXUS Global, and her COO Liza Heavener, to pull back the curtain on the philanthropic habits of Gen Z and millennials. NEXUS Global isn't just another networking group, it's a global movement with 6,000 members across 70 countries representing $650 billion in family wealth. What started in a modest UN conference room has become a peer-led, agenda-free space where the next generation of high-impact givers connect, collaborate, and catalyze change. As Rachel puts it, they didn't plan a movement, but “accidentally birthed” one. Bill dives into the critical takeaway: fundraisers can't afford to keep thinking of millennials as college kids in shared apartments. They're homeowners, parents, and yes, major donors. But here's the kicker, these next gen donors don't wait for titles or trust funds to make a difference. Their influence in family philanthropy is real and potent. One heartfelt suggestion from a grandkid can steer six-figure giving. Rachel and Liza emphasize that ignoring these influencers just because their name isn't on the board is like leaving money, and meaningful connection, on the table. But don't come at them with your checkbook hand outstretched. Liza and Rachel stress that authenticity and values-alignment are the name of the game. These donors crave genuine relationships, not transactional asks. They want to do philanthropy, rolling up their sleeves at volunteer events, engaging in learning journeys, and sitting at intimate salon dinners, not black-tie galas. And please, ditch the glossy mailers, they'll hold up that $10 invitation and wonder why you're wasting donor dollars. The advice is golden: ask for advice, and you might get a gift. Ask for a gift right away? You might never hear from them again. The episode wraps with a call to action: nonprofits must evolve not just in how they ask, but in how they operate. Today's donors look at everything through a values lens, from where you host your gala to how you bottle your water. And forget traditional silos, Gen Z and millennials blur the lines between philanthropy, investing, and entrepreneurship. They're collaborative, global, and impatient. They want results, impact, and purpose, not pomp and circumstance. So fundraisers, ready or not, the future is here... and it's bringing a values-based, story-driven, influence-wielding donor with it.

In this episode of Rising Voices of Fundraising: The AFP Emerging Leaders Podcast, AFP LEAD presenters Alisa Toney and Anthony Roberts discuss the challenges and opportunities that remote work poses for the career growth of emerging leaders. We discuss how interpersonal skills such as trust and emotional intelligence help build a thriving remote work culture rooted in communication and feedback. To learn more, join Alisa and Anthony for their session, Using Emotional Intelligence to Manage in 360 Degrees, taking place during AFP LEAD, October 16-18 in Atlanta, GA. Guests: Alisa Toney, M.A., has over 25 years of professional experience in advancement. Her expertise encompasses a strong foundation in fundraising, securing gifts in the five- to seven-figure range. Alisa has experience in strategic planning, board management, campaign development, grant writing, and leadership development. She has directly managed teams in major gifts, corporate and foundations relations, and annual giving. Alisa currently is the Senior Director of Development at Philadelphia College of Osteopathic Medicine (PCOM). With degrees and certificates from Tulane University, Georgia State University, and The Fund Raising School, Lilly Family School of Philanthropy, Alisa serves on several boards and committees.   At CCS Fundraising, Anthony Roberts provides strategic counsel to a diverse set of complex organizations across the country, helping them articulate their philanthropic value proposition and optimize their fundraising potential. Anthony has partnered with organizations across a variety of sectors and scopes, including campaign management, campaign planning studies, case development, and development management for health care, higher education, independent schools, and conservation. His previous 20 years of experience as a frontline fundraiser inform his approach to helping his clients drive campaign activity to yield fundraising results. Hosts:  Emily Leitzinger, CFRE, CNP, Director of National Leadership Giving, Cure SMA: Emily Leitzinger is a fundraising executive with over 15 years of experience driving organizational growth and sustainability through innovative fundraising strategies and donor engagement. She currently serves as the Director of National Leadership Giving at Cure SMA and is particularly proud of launching the first-ever Legacy Society for the organization. Emily is dedicated to advancing equity and inclusion in philanthropy, as noted in her Master's capstone. In this project, she examines the effects of donor influence on nonprofit operations and proposes frameworks for more balanced and ethical donor engagement. A chartering member and past president of the Mid-City, New Orleans Rotary Club, Emily is affectionately known as the Deputy Governor of "Yes" and is set to become the District Governor of District 6840. In addition to her professional achievements, she enjoys traveling, long-distance running, and craft beer, and is a huge fan of The Office.  She lives in New Orleans with her Elvis-impersonating husband, Mike.    Dr. Allison Quintanilla Plattsmier, CFRE, ACNP, GPC, CAP, Founder & CEO, AQP Consulting & Executive Director, ENP: Dr. Allison Quintanilla Plattsmier has fourteen years of experience in the nonprofit sector and has collectively raised approximately $5 million for over 75 organizations. She serves as Executive Director of ENP and runs her own nonprofit consulting firm, AQP Consulting, where she helps grassroots nonprofits with fundraising strategy, strategic planning, board development, and grant writing.  Allison is a vocal advocate for gender parity, closing the wage gap, and ending the motherhood penalty. With accolades such as AFP's Outstanding Young Fundraising Professional, NBJ's 40 Under 40, NBJ's Women of Influence, a National Latino Leader, and the Women Who Rock Nashville Social Justice Award, Dr. Quintanilla Plattsmier strives to serve and better her community every day. A dedicated AFP member for the last seven years, Allison currently chairs the Women's Impact Initiative (WII) Mentorship Program and serves on the LEAD Education Advisory Committee. When she is not out serving her community, she is spending time with her three kids, Quintan, Karina, and Kamren.

In this heartwarming episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., welcomes certified fundraising dynamo Jennifer Oyer, CFRE, MA, Founder & Chief Joy Officer at Community Impact Advisors. Joy lives and breathes The Fund Raising School's signature mantra: Fundraising is the gentle art of teaching the joy of giving. Broadcasting straight from her home base in Honolulu, Jennifer shares how that single sentence flipped the script on her entire career, and why she's made it the bedrock of her consulting practice at Community Impact Advisors. Spoiler alert: this isn't your average donor pitch session, we're talking full-on joy engineering. Jennifer recounts her early days trying to connect with attorneys who treated meetings like billable hours: short, sharp, and transactional. But when she embraced the idea of inviting them to campus events as guest lecturers or moot court judges, something clicked. By showing, not telling, them the impact of their philanthropy, she turned six-minute chats into six-figure donations. “Fundraisers are creative and innovative,” she explains, “and a mission experience doesn't have to break the bank, it just needs to be meaningful.” The episode dives into a real-world example from her time at the Salvation Army, when a lava disaster on Hawaii Island inspired her team to fly major donors to the site. The result? A powerful, immersive experience that led to transformational giving, and stories still being shared years later. For Jennifer, these aren't just field trips, they're masterclasses in stewardship. As she puts it, the magic happens when you stop chasing revenue and start cultivating relationships that spark joy on both sides of the giving equation. Bill and Jennifer also touch on why this mindset is more vital than ever in today's uncertain times. Whether it's economic anxiety or post-pandemic fatigue, fundraisers must resist the urge to go silent. Jennifer's advice? Never assume your donors are too busy, too broke, or too burdened to care. Instead, bring them into your mission with courage, clarity, and compassion. Because when you help donors align their passions with your purpose, you're not just raising funds, you're delivering joy.

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.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes fundraising trailblazer Ann Updegraff Spleth to discuss one of the most inevitable, and nerve-wracking, aspects of nonprofit life: change. With decades of experience and a suitcase full of real-world examples, Ann explores how effective change management can strengthen an organization's stability and, in turn, its fundraising capacity. Whether it's adapting to new technologies, shifting donor demographics, or restructuring outdated policies, one thing's clear: resisting change is like trying to run a capital campaign using a fax machine. It's not gonna end well. Ann dives into the reasons why people, and organizations, often resist change. Spoiler alert: it's not just stubbornness. Comfort, fear of inadequacy, mistrust of leadership, and a good ol' fashioned case of organizational inertia can all gum up the works. But when nonprofits ignore these dynamics, they risk stalling progress and alienating staff and donors alike. Drawing from her experience at Kiwanis International, Ann recounts a pivotal moment where reevaluating donor recognition practices led to breakthroughs in fairness, inclusion, and, yes, big gifts. Because if your system only credits the husband, your fundraising strategy might be stuck in 1954. To guide nonprofits through the stormy seas of transition, Ann introduces a tried-and-true model from sociologist Kurt Lewin: unfreeze, change, refreeze. First, identify what's holding you back and prepare your team for what's coming. Then implement the change with clear roles, transparency, and compassion; especially since anxiety tends to spike during this stage. Finally, lock in those changes with updated policies and systems so everyone doesn't snap back to the “old way” like a rubber band. Communication, training, and inclusive decision-making are critical throughout and, if needed, a gentle nudge (or push) for those who just can't adjust. And what about donors, you ask? Ann's answer: communicate thoughtfully. If the change affects donor experience say, new recognition processes or giving channels, then yes, share early and often. But internal staff reorganizations? Probably not their business. The key is transparency with purpose. Ultimately, change is not just about what's new, but what's better for mission, for staff, and for the generous folks who fuel the work. As always, this episode is packed with practical guidance for fundraising leaders committed to growth, and just might make you rethink how your organization embraces what's next.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. dives into the big, shiny (and slightly confusing) changes in federal tax law passed in July 2025, and what they mean for your fundraising plan in 2026 and beyond. Bill brings clarity with his signature blend of research, wisdom, and a dash of humor. The laws don't take effect until 2026, which gives fundraisers time to plan. His top-line takeaway? Don't panic. This isn't the end of charitable giving as we know it, nor a sudden waterfall of donations. One of the headliners in the new law is the return of the Universal Charitable Deduction (UCD). Everyone can now claim a tax deduction for their giving. Singles can deduct up to $1,000, and married couples filing jointly can deduct up to $2,000, starting with their 2026 giving. Research, and our collective memory of the COVID-era UCD, suggests this could spark an uptick in donations from lower- and middle-income donors. So go ahead, fundraisers: invite gifts at all levels, and make sure your donors know they can give generously and get a tax break. New “ceiling and floor” limits for high-income donors could put a slight damper on larger gifts. Those in the top 1%, earning over $626K (single) or $751K (joint), can only deduct at the 35% rate instead of the usual 37%, potentially shrinking their incentive to give. But Bill urges fundraisers to stay calm and start conversations. Talk with major donors about how this may or may not change their giving. Likewise, the new "floor" rule, which removes deductions on the first 0.5% of adjusted gross income, is unlikely to affect generous donors giving in the $20K–$30K range. In short: tax math may change, but generosity often stays the course. Bill also touches on a sleeper hit of the new law: the expanded SALT deduction limit, from $10,000 to $40,000, which could lead to more folks itemizing their taxes and, therefore, giving more charitably. Business owners with S-corps and those filing jointly might find fresh incentives to give. Even though businesses can no longer deduct the first 1% of giving, Bill reminds us that corporate philanthropy isn't just about taxes; it's about community goodwill, employee engagement, and customer loyalty. And hey, if all else fails, there's always IRS Section 513(i), your best friend when turning sponsorships into tax-deductible marketing. Bottom line? Your mission still matters. The tax landscape may shift, but relationships and purpose are still your most powerful fundraising tools.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with fundraising powerhouse John Zeller, former Senior Vice President for Development and Alumni Relations at the University of Pennsylvania, to unpack the behind-the-scenes magic of major gift fundraising. While the headlines may tout seven- and eight-figure gifts, Zeller emphasizes that consistent cultivation, stewardship, and relationship-building are the real power players behind any billion-dollar campaign. Case in point: nearly a third of gifts during Penn's $5.4 billion campaign came from donors giving less than $50,000. The message? Every gift counts, and every donor deserves attention. Zeller shares how he and his team shifted from a transactional mindset to a holistic approach, ensuring donors were involved long before and after the ask. At Penn, they implemented a strategy called “non-financial objectives,” inviting people to volunteer, serve on committees, and participate in university life without writing a check. It wasn't just nice, it was strategic. By formalizing volunteer roles with job descriptions and term limits, they attracted over 32,000 volunteers across two campaigns. Volunteers became passionate advocates, and many transitioned into donors, with research showing that 80% of engaged volunteers go on to give financially. Bonus stat: over half of high-net-worth individuals volunteer, making this a double win for fundraisers. Of course, the million-dollar (sometimes literally) question is: When do you make the ask? Zeller offers his “8-question method” as a roadmap. The first four help determine donor capacity, interest, relationship strength, and philanthropic inclination. The next four zoom in on specifics: gift area, amount, timing, and potential assets involved (like IPOs or business sales). If you can confidently answer all eight, go ahead and pop the question, because if you've done your homework, it shouldn't come as a surprise. And if the timing's off, donors will let you know. Zeller closes by underscoring that stewardship isn't just a step in the giving cycle, it's a mindset. From matching students with donors to hosting impactful scholarship receptions and “Engaging Minds” events featuring top researchers, Penn created moments that made donors feel connected, appreciated, and inspired to give more. Even in today's fast-paced, AI-infused fundraising world, Zeller insists the essentials remain the same: data-informed strategies and genuine human relationships. In fundraising, as in life, it's all about showing up, saying thank you (often), and making people feel like part of the mission.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes back the ever-insightful Lindsay Marciniak, MPA, Managing Director of CCS Fundraising, to dissect the latest edition of CCS's Philanthropy Pulse Report. Broadcasting from the heart of Chicago, Lindsay dives into this year's fundraising pulse check, highlighting trends, triumphs, and the occasional head-scratcher. The survey gathered insights from nearly 650 organizations worldwide, with about 70% of respondents in senior fundraising or leadership roles. The report reveals that 62% of organizations experienced revenue growth in 2024, with 30% enjoying growth of 10% or more. Lindsay calls this a testament to philanthropy's resilience. As Lindsay and Bill unravel the data, they shine a spotlight on the ever-present challenge of "dollars up, donors down." The report notes an uptick in revenue but a dip in donor numbers, a puzzle that's been baffling fundraisers for years. Yet, there's a silver lining: organizations that managed to attract new donors (53% of survey participants) saw promising revenue boosts. Lindsay emphasizes the importance of working the entire donor pyramid, from major givers to the everyday heroes who make smaller contributions. She underscores how AI is beginning to play a role in customizing donor communications, ensuring every donor, from digital-savvy Gen Z to loyal boomers, feels seen and valued. The conversation then turns to digital fundraising, where the report uncovers both growth and growing pains. Digital giving rose post-pandemic, but the most recent data shows a dip, suggesting that while digital strategies are essential, they're not a magic bullet. Lindsay highlights that 63% of surveyed organizations used digital or social media campaigns to connect with donors, especially younger generations who want more than just a “click and give,” they want to be part of the mission. She reminds us that digital fundraising isn't just about the tech; it's about creating genuine connections, encouraging board members, staff, and even volunteers to tap into their social networks and spread the word. Wrapping up, Bill and Lindsay remind us that fundraising is as much art as it is science. From diversifying revenue streams to stewarding donors with personalized outreach, the message is clear: philanthropy isn't going anywhere. Yes, digital is changing the game, and yes, challenges like donor retention and acquisition are real, but so is the opportunity for growth and impact. As Lindsay puts it, it's all about meeting donors where they are and ensuring they feel part of something bigger.

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