Podcasts about major gifts

Illinois basketball legend Deon Thomas joins The Drive for a wide-ranging conversation about his legendary Illini career, his transition from player to Illinois Athletics Director of Major Gifts, and his continued role as a voice of Illini basketball. Thomas reflects on his career at Illinois, where he remains the program's all-time leading scorer with 2,129 points, before discussing his work helping grow the Fighting Illini donor network and support current and future student-athletes. He also looks back at the evolution of Illinois basketball from 2020 through 2026, including Brad Underwood's transformation of the program, the recent Final Four run, and what makes the current era so exciting for Illini fans. Plus, Thomas reveals his Starting Five of Illinois players from 2020-2026 and explains why he selected each player. Topics include: Deon Thomas' legendary Illinois basketball career His 2,129 career points and place in Illini history His role as Director of Major Gifts for Illinois Athletics What it's like working with Illini donors and alumni His perspective on Brad Underwood's program Illinois' 2026 Final Four run His favorite Illini memories Deon Thomas' Starting Five from 2020-2026 The future of Illinois basketball Much more from one of the greatest players in Fighting Illini history Thomas joined the Illinois Athletics development team in 2019 and continues to serve as a radio analyst for Fighting Illini basketball.

Reflections from host Sarah Olivieri ... Is Your Budget Killing Your Major Gifts Program? Many nonprofit leaders I talk to about major gifts describe some version of the same wall. They know the money is out there. They have heard the statistics about wealth transfer and donor-advised funds. They have sat through the trainings. And still, nothing moves. So they go looking for the missing skill. Better scripts. A new CRM. A workshop on how to ask. Here's what I often find when I see an organization trying to do major gifts but struggling. They're actually operating with systems and processes that work against major gifts. Systems like: annual fundraising strategies a schedule of campaigns an annual budget that rewards short-term gifting, which often comes at the expense of building the proper long-term relationship that leads to true, significant, sustainable funding from major donors Relationships operate on systems as well, but these are not the systems that relationships run on. When the wrong systems are in place, people rarely call out the system. They compensate with effort instead. In fundraising, that effort goes into activity that can be measured this quarter. Events. Appeals. Data entry. All of it visible, all of it defensible, and very little of it building the thing that tends to produce seven-figure gifts. A version of this came up on almost every strategy call I had this spring, which is why I was glad to sit down with Bill Crouch and talk it through. Bill has spent more than forty years inside this work, first as a college president raising private money in the shadow of a state flagship, now advising nonprofits nationally. He has lived this work and he has taught it, which is a rarer combination than it sounds. What the conversation gave me was not a new idea. It was a sharper explanation of why the patient approach holds up and why so few organizations are structured to survive the wait. The Annual Budget Is the Clock Everything Else Runs On Start with the operating budget, because everything downstream inherits its timeline. A relationship with a high capacity donor takes eighteen months. Sometimes three years. Bill spent eighteen months getting the first million dollar commitment for a giving group at his own college. Six weeks after that, he had five more, because the first person made calls to friends. Eighteen months of nothing, then five gifts in six weeks. Now put that curve inside an organization that closes its books every twelve months and asks the development office what it brought in. The gap is rarely a matter of discipline. The organization has committed to a reporting cycle that cannot see the work until it is already finished. So the work does not get funded, does not get protected on anyone's calendar, and does not survive the first cash flow scare in month seven. I write and talk a lot about how the layout of your budget shapes the decisions you make, and this is the most expensive version of that. A twelve-month frame makes long horizon relationship work look like underperformance. Then leaders respond to the number in front of them, which is the only responsible thing to do with the information the system gives them. The Desk Always Wins Bill described development work as needing two different capabilities. The technical side, sitting in the office getting things done. And the relational side, out in the world with people. Two skill sets, often two different humans. In a small shop, one person holds both. Ask that person what they did last week and you will hear about the database, the appeal, the grant report, the reconciliation. Not the coffee that took ninety minutes and produced no measurable outcome. The desk wins because the desk has deadlines. The relationship has none. This is a design flaw with a simple mechanism. Every task in the office has a due date attached to it and a visible consequence for missing it. Relationship building has neither. Give one person both jobs and the work with a deadline tends to consume the work without one, week after week, however much that person believes in the relational side. Which means the fix is structural. Protect the time in a way the person cannot trade away, or separate the roles. Telling someone to prioritize relationships more is asking them to out-discipline their own job description. The Mechanism, Named One line from that conversation has stayed with me: "That forces nonprofits to make short-term decisions that hurt long-term strategies." What I appreciate about this framing is that it locates the problem in the design rather than in the people executing it. The short-term decision is the rational one given the reporting cycle. Change the cycle, or build a revenue floor that takes the pressure off it, and the same team will often behave differently. Not much had to change in anyone's character. The structure stopped charging them for patience. Turnover Is What the Design Produces Forty years ago, the number one problem in nonprofit fundraising was development staff turnover. It is still the number one problem. Bill named four causes, and the timeline inside them is the part worth sitting with. It takes about sixteen months for the wrong hire to realize they do not want this job. It takes the supervisor about sixteen months to accept the same thing. So roughly a year and a half of relationship equity walks out the door, and the next person starts from zero with donors who have now been handed off twice. Run that loop three times and you have a decade of fundraising with no compounding whatsoever. The organization has been paying for major gifts capacity the entire time and never accumulating any. And the third cause Bill listed is the one nonprofits could fix tomorrow. The only way to get a meaningful raise in this field is to leave. We hand out cost of living adjustments and call it compensation strategy. Then we act surprised when the person holding four years of donor history takes a call from a recruiter. The turnover looks to me like an output. The design tends to produce it, and hiring better rarely changes what the design produces. If you want to see the same mechanism from another angle, emotional intelligence functions as retention infrastructure inside these teams, not as a soft add-on. Relationship Building Is a Practice You Can Teach Here is the part that gets skipped. The long horizon only pays off if something real happens inside it, and most organizations treat what happens in the room as a matter of charm. Some people have it. Some people do not. Hire for it and hope. Bill asks every high capacity person he meets about their favorite childhood toy. That is the whole thing. A simple question about a toy, and within a couple of minutes he is hearing what someone actually cares about, in their own words, before any case statement enters the conversation. I have been collecting strategic questions for years, and I recently started a separate collection just for get to know you questions. His goes at the top of that list. I asked my next podcast guest the same thing, and it changed the shape of the whole interview. Which tells you something about the mechanism. A good question is repeatable. It can be written down, taught, practiced, and handed to a nervous program director who has never asked anyone for money. Charm cannot. So when an organization decides that relationship building is a talent rather than a practice, it has quietly made that work impossible to train, impossible to delegate, and impossible to sustain past the tenure of whoever happened to be good at it. Bill also brings brain science into how he approaches this, and that tracks. Relationship building, brain science, and psychology go hand in hand. People give when they feel seen, heard, and valued, and there is a physiological story underneath that, not just a sentimental one. Which means the patient work is doing something specific in those eighteen months. Those months are where the ask becomes possible. Skip them and you are asking a stranger. Titles Are Structure Bill told a story about interviewing a researcher at a large university. She had put the institution in her will. She had been there sixteen years. She had identified and researched a donor who eventually gave a million dollars. No major gift officer had ever walked into her office to thank her. Nobody, in sixteen years. She stayed because her children had a tuition waiver. His response to this pattern is to give every person in the development operation the same title: "Every person in the development shop should have the same title. Director of Major Gifts." This makes sense given the setup. A title describes what the organization believes a role is for. When the researcher's title says researcher and the gift officer's title says major gifts, the org chart has already suggested who is doing the real fundraising and who is doing support work. Most people read that correctly and behave accordingly. I coach clients on titles constantly, usually while helping them build a first development department, and my rule is that people should have whatever title helps them do their job best. Bill's version goes further, and I think he is right about it. It does two things at once. Inside the organization, it tells the researcher and the data entry person that they matter, which is the same thing every donor is trying to find out about themselves. Outside the organization, it gives every one of those people a title they can carry into a room and use to build a real relationship. Give everyone the title that names the actual goal, and you have used structure to say something that a values statement on the wall never manages to say. The Board Question That Is Easy to Sequence Wrong Then there is the board, where two incompatible jobs get stuffed into one body. Bill's framing came from a retired chamber of commerce CEO. Most nonprofit boards are made up of sparrows. Sparrows come to the quarterly meeting, sit through staff reports, argue about whether to spend two hundred dollars on a computer, write a thousand dollar check, and buy a seat at the gala. Most nonprofits could not operate without them. Plenty of boards also want an eagle. Someone who can write a seven-figure check. Eagles tend to hate meetings, do not care about the computer, and rarely sit through reports. Put one on your board and within a year they will often either turn into a sparrow or quit. So Bill builds his clients a separate group. Five or six people, all high capacity, meeting twice a year in each other's homes rather than at your facility, with a single agenda item. Which of our friends can we ask. I give the same advice and I get there differently. I do not want money, power, and decision-making consolidated into the same group of people. Your governing board should be the people who want to do the careful, unglamorous work of oversight, checking that nothing is going off the rails. Not the people with the biggest checkbooks, who are usually the furthest from the weeds and the least accountable for the outcome. So give the givers their own structure where giving is the actual job. Two groups, two purposes, no competition between them. This is also why the board chair and executive director relationship works better when the governance lane is clearly drawn. What a Built System Looks Like Build the plumbing first. Here that means a small number of specific things in place before anyone worries about scripts. The CEO carries a real portfolio, ten people or fewer, and treats it as a standing commitment rather than a fourth quarter push. The relational time is protected structurally, not aspirationally. Compensation is designed so that staying is financially rational. There is a revenue floor that does not depend on this year's major gift closing, which is what makes waiting affordable. And there is a group whose entire purpose is giving and opening doors, separate from the group that governs. Fully built or partially built matters enormously here. A partially built major gifts function has all the cost and none of the compounding. You are paying for the staff, the software, and the events, and you are still starting over every eighteen months. Diversifying and de-risking your revenue base is part of the same picture, which is why revenue design deserves attention before the ask does. What This Makes Possible When leaders see this clearly, the fear around major gifts usually drops several notches. The conversation stops being about whether anyone on the team is brave enough to ask a person for a million dollars and starts being about whether the organization can hold a relationship for three years without flinching. That is a design question, and design questions have answers. What can stop being so heavy is the self-blame. Chances are nobody failed at fundraising here. The organization was built with a twelve-month clock and then asked to do multi-year work, and it did roughly what that setup tends to produce. You are where you are, it is what it is. Once the structure changes, the same people, the same mission, and the same donor list start producing something entirely different, because the effort finally accumulates instead of resetting. Doing Work That Compounds This is not about asking bigger. It is about building an organization that can hold a relationship long enough for the ask to make sense. Nonprofits can raise transformational money.They can pay their fundraisers well enough to keep them.They can stop rebuilding donor relationships from scratch every eighteen months. Not by pushing harder, by building systems that hold. About the Guest Bill Crouch is the CEO of BrightDot Fundraising Advisors and has spent more than 40 years helping nonprofits transform fundraising into meaningful, lasting relationships with donors. A former college president, fundraising expert, author, and Honorary Fellow at Oxford University, Bill is the author of Mattership™: Making Donors Feel They Matter, where he shares practical strategies for building trust and inspiring generosity. Connect with Bill: Website: http://thebrightdot.com/ LinkedIn: https://www.linkedin.com/company/brightdot LinkedIn personal: Bill Crouch LinkedIn Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Once again, this week's episode is a recording of Petrus Development's recent Virtual Summit on AI In Fundraising.  This live discussion with our fundraising experts demonstrates practical uses of AI tools for common fundraising tasks.Specific examples of AI in fundraising include the following:Annual Fund demonstrations included efforts like planning a communications calendar, searching through testimonials, drafting a newsletter article, and repurposing newsletter content for social media channels.Major Gifts demonstrations included developing a meeting prep brief for a donor visit, determining an ask amount for a donor, and organization donor notes after a visit.Project management demonstrations included developing a gala plan, drafting event communications, and creating committee agendas.

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., tackles one of the most persistent questions in major gift fundraising: when is the right time to make the ask? Fundraisers may know the classic “six rights” of fundraising: the right person asking the right person for the right amount, for the right reason, in the right way, and at the right time. But that final “right” can be surprisingly difficult to recognize. Drawing on conversations with veteran major gift fundraisers, Bill identifies signals that suggest a donor is ready. He also shares advice from longtime fundraiser and attorney Andy Hibble: “Don't ask for a major gift until you know for certain what the answer is going to be.” The goal is not clairvoyance, but enough relationship-building and attentive listening that the donor's likely response is no longer a mystery. One major indicator is growing involvement with the organization. Early fundraising relationships often focus on linkage, interest, and ability, but as relationships deepen, Bill encourages fundraisers to watch for linkage, involvement, and advocacy. Donors may attend more events, accept more meetings, introduce the organization to others, share its content, or bring spouses, children, grandchildren, or advisers into conversations. They may ask to meet senior leaders or program staff because they want a deeper understanding of the mission and its results. Another strong signal comes when a donor says they need to discuss an opportunity with a financial adviser or estate attorney. At that point, the gift may have moved from an interesting idea to something they are seriously considering. Bill also highlights changes in the quality of a donor's questions and comments. Someone who once needed basic information may begin arriving more prepared, speaking more confidently, and asking increasingly sophisticated questions about the organization's mission, strategy, results, and future. Sometimes the cues are wonderfully obvious: “I think I could be donating more,” “I'm blown away by what you're doing,” or every fundraiser's favorite, “Do you have some specific ideas for me to consider?” Donors may also ask about planned giving, legacy opportunities, multi-year commitments, or future needs. These comments suggest they are thinking beyond a single transaction and toward a longer-term philanthropic relationship. Finally, Bill encourages fundraisers to pay attention to body language, behavior, and the rhythm of the relationship. Donors may become more relaxed in meetings, lean forward during certain topics, or offer deeper answers when asked what they want their philanthropy to accomplish. Bill compares this to the research concept of “saturation”: eventually, meetings may begin covering the same ground with little new information emerging. When today's conversation sounds a lot like the previous two, cultivation may have reached its natural endpoint. That can be the moment to ask, “At our next meeting, can I bring you some ideas?” Experienced fundraisers may simply describe it as “feeling the vibe,” but Bill's takeaway is that good timing comes from recognizing a pattern of increasing involvement, knowledge, enthusiasm, and readiness that signals the relationship can move from cultivation to invitation.

Brian Katrek, JR Ross, Tyler Johnson, and Bryce Gaubert start your Sunday talking Golf from 9a to 10a. On today's show: Are we sick of the 59 Watch? Drake Browne, Director, Corporate Partnerships and Major Gifts at the GSGA joins the show Si Woo Kim's adventure in Detroit See omnystudio.com/listener for privacy information.

If you're constantly bending over backwards for difficult donors, accepting restricted gifts that create more work than they're worth, or letting wealthy people dictate your strategy, this episode is going to challenge you.This episode breaks down the philosophy behind Bold Fundraising. It isn't about being louder or more aggressive. It's about having the courage to lead your nonprofit with clear standards, clear values, and the confidence to stop chasing money that pulls you away from your mission.Sharing the mindset shifts that have helped organizations raise millions in unrestricted revenue, scale without burnout, and build donor communities based in trust instead of transactions. If you've ever felt like your fundraising strategy depends on keeping everyone happy, this episode offers a completely different way forward.What you'll learn in this episodeWhy self-respect is one of the biggest competitive advantages in fundraisingHow to define the kind of donor community you actually want to buildWhy unrestricted revenue should become your fundraising standardThe difference between trust-based donors and high-maintenance donorsWhy you should stop asking your board, "Who do you know that's rich?"The three relationship shifts every fundraiser needs to make before walking into a major donor meetingHow to stay in the driver's seat when meeting with confident, successful donorsWhy saying "we don't accept restricted gifts" often leads to better conversations, not fewer giftsHow your calendar and budget should reflect the leader you're becoming, not the nonprofit you've outgrownWhy scaling your organization starts with saying no to work that no longer serves your missionThe organizations that grow the fastest aren't saying yes to every opportunity. They're crystal clear about where they're going, who belongs on the journey, and what they're no longer willing to tolerate. That's what Bold Fundraising looks like.Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training.If you're an ED or DD of a $1M+ making a difference in your community and you're ready to make bigger, bolder asks, then DM me “CL” on LinkedIn and I'll share details.

This is it. In the final installment of Abundant Vision Academy, Tom walks you through the moment every fundraiser has been building toward: making the ask, sitting in the silence, and knowing exactly what to do whether the donor says yes or no.You'll hear why you should never fill the silence after you make the ask, how to negotiate when a donor pushes back on the amount, and how to structure a gift across multiple years to make a large commitment feel accessible. Tom also covers the two pockets every donor has, one liquid and one not, and why tapping only one of them means you're leaving money on the table.Then Tom gets into the work that happens after the gift: the handwritten note, the CRM entry, the gift agreement, and the stewardship touches that make a donor feel known rather than managed. You'll hear the cautionary tale of the overzealous development officer who offered to take a donor grocery shopping, and why once a quarter is the right cadence for staying in touch without crossing a line.The series closes with a reminder of why all of this matters. There are 22 million millionaires in the United States. The number one reason major donors give is that someone asked. The number one reason they don't is that nobody did. Now you know how to ask.Looking for fundraising coaching? Check out www.abundantvision.net

If you vanished tomorrow, would anyone else in your buildingknow how to talk about a donor with warmth? I've watched two organizations, same size, same budget, same tactics. One had a major gift officer carrying every donor relationship alone. The other had a program director who told donor stories unprompted, because she'd been invited to sit in on a visit once and it stuck.Same resources. Completely different trajectory.On this week's episode of The Intentional Fundraiser, I dig into what a real culture of philanthropy looks like, why it might be your most important major gifts strategy, and one small internal campaign you can try this month.What would change at your organization if donor relationships weren't yours alone to carry? Listen to this episode and share it with someone on your leadership team.More from Tammy ZonkerAuthor of Calling All Heroes: Combining the Best of Donor-Centered and Community-Centered Fundraising for Greater ImpactFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingBook Tammy to Keynote Your Next EventReserve your spot at the upcoming Excellence in Major Gift Fundraising SeminarSubscribe to the Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Most nonprofits are leaving millions — sometimes billions — on the table by asking donors for the wrong thing. In this episode, hosts Kristi Ackley and Jen Emerick-Cayton sit down with Eddie Thompson, founder and CEO of Thompson and Associates, a charitable estate planning firm with associates across the country. With more than 30 years of experience planning thousands of estates and generating well over $3 billion to charity, Eddie brings a perspective that challenges nearly every assumption nonprofits hold about how — and whom — to ask for major gifts.✨ In this episode, you'll learn: Why asking donors to give from discretionary income — less than 3% of the average person's budget — keeps most nonprofits stuck at average Why the smartest organizations ask for gifts of net worth instead Why even a billionaire may hesitate to give because wealth rarely feels like enough The three types of donors — habitual, emotional, and strategic — and the very different strategies each one requires Why 36% of baby boomers don't plan to leave any inheritance to heirs, and what that means for charitable giving How Qualified Charitable Distributions (QCDs) from IRAs can unlock larger gifts without impacting a donor's cash flow Why being at the table during estate planning — not just during a campaign — is where the biggest gifts are born How to move from nonprofit-centered asking to truly donor-centered relationship building

Where Does Mid-Level Giving Fit? Building Donor Relationships Between Acquisition and Major Gifts by Nonprofit Fundraising & Marketing Podcast by Pursuant

You got the meeting. Now what? In this installment of Abundant Vision Academy, Tom walks through exactly how to run a donor meeting from start to finish, and why the first 15 minutes have nothing to do with money.You'll learn why you must be upfront about your role as a fundraiser from the very first meeting, how to transition from rapport building to your presentation without it feeling awkward, and what to do when a donor shows up angry. Spoiler: an angry donor is almost always better than an indifferent one. Tom shares the story of a disgruntled dental alum who turned his frustration into tens of thousands of dollars in gifts, and why that outcome was completely predictable.Then Tom gets into the pre-solicitation, the often-skipped step that separates fundraisers who close gifts from those who get surprised by a no. You'll hear how to ask for permission to have the gift conversation, how to read a donor's response when they push back on a number, and why Tom almost always goes in at double what he's hoping to close.This is Parts 6, 7, and 8 of a 10-part series releasing every two weeks. Catch up on earlier installments before tuning in.Looking for fundraising coaching? Check out www.abundantvision.net

A gift once took eleven months to close. Not because the donor said no.Because one person was carrying five jobs. On this week's episode of The Intentional Fundraiser, I tell the story of a major gift that stalled for nearly a year, and what finally unstuck it. Spoiler: it wasn't a better pitch. It was the right people in the room.We talk about:Why cross-functional collaboration is non-negotiable in 2026Who belongs at your major gifts tableHow to run a focused 30-minute coalition meeting that gets real resultsWho on your team, outside of development, deserves more credit for your last big gift?Listen to this episode and send it to a colleague who's ready to stop carrying major gifts alone.More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Her gala cost $40K. Her dinner cost $200.Guess which one got a bigger gift.On this week's episode, I tell the story of two events that happened the same spring, one an eleven-month gala, one a Wednesday dinner for eight people.Only one of them led to real major gift conversations. It wasn't the expensive one.We walk through the 3P framework I now use with clients: purpose, people, program, plus the follow-up system that turns a good event into an actual gift instead of a nice memory.What's one event on your calendar right now that could use a smaller, more focused redesign?Listen to this episode and share it with anyone on your team planning a donor event this year. More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Getting the meeting is half the battle. In this installment of Abundant Vision Academy, Tom gets practical and tactical on exactly how to reach out to donors, what to say when you do, and how to keep the conversation moving when they push back.You'll hear Tom's actual phone script, why you should never ask if it's a good time to talk, how to use a referral to get past a gatekeeper, and why meeting in a donor's home or office will tell you more than any wealth screening tool ever could. Tom also walks through how to handle the most common donor objections to meeting, including "I already gave this year" and "I support another organization that does the same thing you do," with word-for-word responses you can use immediately.Plus, the story of an oral surgeon on Fifth Avenue across from Central Park, a missing receptionist, and how showing up unannounced with a gift turned into one of the best donor relationships Tom ever built.This is Parts 4 and 5 of a 10-part series releasing every two weeks. Catch up on earlier installments before tuning in.Looking for fundraising coaching? Check out www.abundantvision.net

A gala put them on stage. Then ghosted them for good.Three community leaders invited up front, never contacted again. Zero gifts. One hurt feeling that traveled fast.On this week's episode of The Intentional Fundraiser, I tell that story next to a very different one. A major gift officer who spent four months building trust with a community before she ever made an ask.No agenda. No pitch. Just curiosity, and a lot of listening.The result? A yes within a week, and two more families who joined in the following year. In this episode, Inclusive Major Gifts in Practice, I walk through:→ Why inclusive fundraising is now core major gifts strategy, not a side initiative→ The tokenism traps that quietly cost you trust and gifts→ The internal work, representation, language, policy, and power, that makes your outreach believableWhat's one practice you'd like to start, or stop, in how your organization engages diverse donors?Listen to the episode and share it with someone on your team who's ready for this conversation. More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

One of my favorite takeaways from this conversation with Claire Wang is that fundraising and pricing have more in common than you might think. At their core, both are about understanding people their values, motivations, and the stories they tell themselves about who they are.Claire shares how great pricing isn't just about numbers; it's about listening deeply, understanding what someone truly values, and creating an experience that feels meaningful. We also explore how these same principles apply to major gifts, donor relationships, and building trust over time.If you've ever wondered how to better understand your donors, ask for larger gifts with confidence, or create a more thoughtful donor experience, this episode is full of insights you'll want to take with you.Important Links:Connect with Claire: https://www.claire-wang.com/My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠My Newsletter: ⁠https://www.rheawong.com/⁠

You can't close a major gift you weren't ready for. In this installment of Abundant Vision Academy, Tom gets into the mechanics of preparation: what has to be in place before you ever schedule a meeting with a donor.This episode covers the full donor cultivation cycle from suspect to steward, why your vision has to be fundable before it's compelling, and how to build a major gift portfolio that actually works. Tom breaks down the difference between affinity and capacity, why 100 names in a portfolio is a setup for failure, and exactly how to mine your donor database to identify your best prospects before you ever pick up the phone.This is Parts 2 and 3 of a 10-part series releasing every two weeks. If you missed Part 1, go back and start there.Looking for fundraising coaching? Check out www.abundantvision.net

Have a big 6 or 7-figure ask coming up? Book a Big Gift 1:1 Strategy Session today. Let's plan your approach before the meeting, the ask, any written proposal, and the follow-up. I've helped nonprofit CEOs raise $95 million in major gifts in the last 7 years. Click here to book your 1-hour private call now. Stop treating summer like a fundraising break.The nonprofits that have a calm, confident September are not scrambling to reconnect with donors. They spent June, July, and August building relationships.In this final episode of Season 8, I explain why summer stewardship is one of the most overlooked opportunities in major gifts fundraising. While many organizations focus on events, planning, or internal projects, the strongest fundraisers are staying close to their top donors.The truth is simple: the work you do this summer determines how your year ends. If you want bigger gifts, more unrestricted revenue, and stronger donor partnerships, now is the time to invest in relationships.What you'll learn in this episodeWhy summer is one of the most important seasons for major gifts fundraisingHow donor relationships built in June, July, and August impact year-end resultsThe mistake many nonprofits make after a busy spring fundraising seasonWhy consistent communication creates trust and leads to larger giftsHow to stay connected with donors without feeling transactionalWhat true donor partnerships look like beyond writing a checkWhy unrestricted revenue grows when trust growsHow strong stewardship helps donors feel connected to your missionThe difference between taking donors for granted and intentionally investing in relationshipsHow to create a more peaceful, successful end-of-year fundraising seasonAt the end of the day, major gifts are not built in November and December. They're built months earlier through trust, communication, and consistent relationship-building. Summer stewardship isn't extra work. It's the work.Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training.If you're an ED or DD of a $1M+ making a difference in your community and you're ready to make bigger, bolder asks, then DM me “CL” on LinkedIn and I'll share details.

What if your major donors wanted to commit longer?Most of them already do. They just haven't been asked.In this week's episode of The Intentional Fundraiser podcast, I'm talking about one of the most underused strategies in major gifts: recurring and multi-year commitments.Not because donors resist them.Because most fundraisers don't have the language to invite them in.Here's what we cover:Why predictable revenue lets your organization plan in mission mode, not survival modeThe exact invitation language I've seen open multi-year conversations naturallyA stewardship framework called Renewal Cues and Milestone MomentsHow automation and AI can help you make sure no touchpoint gets missedAnd your challenge: draft one multi-year invitation this week. Email, letter, or phone script. Just get it on paper.Here's a question to sit with: What would change in your organization if you knew, right now, what your major gift revenue would look like for the next three years?That's what these conversations can make possible.Listen to the episode and share it with someone on your team who handles major donor relationships.More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

$5k a year. For 12 years. Then she sold her business.The fundraiser said, "congratulations," and changed the subject.Sixty days later, with one different question, that same donor transferred $400,000 in appreciated stock before the sale closed.Same donor. Same relationship. Different question.This week on The Intentional Fundraiser, I'm pulling back the curtain on what most major gift teams are quietly missing in 2026: asset-based gifts.Stock. DAFs. Closely held business interests. Real estate.These are not "planned giving department" conversations anymore. They are the next frontier of major gifts for nonprofits of every size. In this episode, Beyond Cash: Unlocking Asset-Based Major Gifts, I walk through:→ The donor signals that say "I'm ready for this conversation"→ Two conversation openers that stay donor-centered and advisor-friendly→ The four asset types every major gift officer should be fluent in→ Stewardship moves that turn one complex gift into long-term partnership→ The internal readiness check you can do with your CFO this weekIf cash giving in your shop feels flat, this is the door I want to open for you.Listen to this week's episode and share it with your CEO and finance lead. The fundraisers who get comfortable with complex gifts now will quietly outpace everyone else over the next three years.What's the one part of asset-based giving that still feels intimidating in your work?More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Many times all conversations about relationships come down to the quintessential question of how do we fund this operation. Well that question surrounds all of us who are in relations with HBCUs and more importantly for the FAMU supporter is; how do we fund this operation? Well we are to have FAMU's Major Gift Officer Marvin Green on today to talk about some of the ways in which he is looking to have Rattler Nation and beyond to provide scaffolding for this program. Fangs Up! FAMU #FangsUp #HBCU #HBCUdigital

Before you ever sit across from a donor and make an ask, there's work to do in your own head. In this episode, Tom opens the vault on Abundant Vision Academy, a major gift training program he built from 25+ years of frontline fundraising experience at places like Ohio State and OhioHealth, and he's giving it to you free, one part at a time.Part 1 is called "First Things," and it covers the mindset foundations that separate fundraisers who close gifts from those who stall out. Tom walks through why rejection by a donor is never a rejection of you, what real commitment to fundraising actually looks like, how confidence in your organization's mission changes everything about how you show up in a donor meeting, and why the scarcity mindset is quietly killing your results.This is the first installment in a 10-part series releasing every two weeks. Tune in, take notes, and come back for part 2.Looking for fundraising coaching? Check out www.abundantvision.net

Your CEO is not your critic. They might be your scariest internal customer.Once I understood that, everything changed.For years I walked into meetings with my ED ready to defend my portfolio. Why hadn't the gift closed. Why we were behind. Why the donor needed more time.I left those meetings smaller. He left them more anxious. And the donor at the center of it had no idea any of it was happening.Then I learned the move that changed my career.I stopped reporting at my leader and started equipping my leader. ✨One-page briefings. One donor story per meeting. A predictable rhythm of updates. A 45-minute alignment agenda I now use with every coaching client.In this week's episode of The Intentional Fundraiser, I walk through:→ The empathy shift that changes the whole dynamic.→ Four managing-up moves that work in 2026.→ The exact briefing format and meeting agenda you can use this month.If you've ever felt squeezed between donor reality and leadership expectations, this one is for you.When was the last time you had a structured strategy meeting with your ED or CEO that you walked out of feeling good?Listen, then share with one fundraiser or one nonprofit leader who needs it. More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Bad metrics ruin good fundraisers.Slowly. Quietly. Cycle after cycle.And almost nobody on the team is allowed to say it out loud.In this week's episode of The Intentional Fundraiser, I'm sharing why the metrics most major gift programs lean on, raw visit counts, dollars to goal, dials made, often miss the actual work. I'm walking through:→ The hidden cost of using lagging indicators to coach behavior→ Five leading indicators worth tracking instead→ Why AI inside your CRM should help you ask better questions, not deliver verdicts→ How to turn the next quarterly board report into a coaching opportunity for leadershipHere's the question I want to leave you with:If your scoreboard disappeared tomorrow, what would your gift officers actually do differently?If the answer is "not much," your metrics may not be doing the work you think they are. Listen to this episode, then send it to one development director or board member who could use a different conversation about reporting this quarter.More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInGuest: Name, Title, CompanyResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Send us Fan MailNonprofit branding and fundraising strategy are more connected than most organizations realize—and when they're misaligned, donor retention, staff capacity, and revenue all suffer.Brianna Pyka, Co-Founder of Brandraise, breaks down how nonprofits can bridge the gap between branding and fundraising to create clarity, build trust, and drive sustainable growth. Instead of treating fundraising as a series of transactions, this conversation reframes it as a long-term relationship strategy rooted in consistent messaging and shared understanding across the organization.As Brianna explains, “That's not really a capacity problem—it's a clarity problem.” When teams, boards, and donors all describe your mission differently, trust erodes and opportunities are lost. But when everyone speaks the same language, fundraising becomes a shared responsibility—not a burden carried by one department.This lively discussion also challenges a common mindset in the sector: more activity does not equal better results. “Stop making tired people more tired” is a powerful reminder that strategic focus—not volume—is what moves organizations forward. By simplifying messaging, prioritizing key communication channels, and building repeatable systems, nonprofits can reduce burnout while increasing impact.You'll also hear why “the ask is not the finish line—it's a doorway.” What happens after a donor gives determines whether they stay, give again, and bring others with them. This shift from acquisition to relationship-building is where real growth happens.If your organization feels stuck in a cycle of starting over each year, struggling with donor retention, or overwhelmed by too many competing messages, this episode offers a clear, practical path forward. 00:00:00 Introduction to Branding + Fundraising Alignment 00:02:12 What Is Brandraise and Why It Matters 00:03:13 Fundraising Fatigue vs Messaging Clarity 00:05:03 The Brand and Fundraising Audit Process 00:07:11 “The Ask Is a Doorway” Mindset Shift 00:08:59 Why Donor Follow-Up Fails (and How to Fix It) 00:10:20 Stop Making Busy Teams Burn Out 00:13:30 Leadership Gaps and Fundraising Risk 00:15:47 How Messaging Inconsistency Breaks Trust 00:18:42 Simplifying Complex Nonprofit Messaging 00:21:19 Building Internal Alignment Across Teams 00:23:29 Creating Repeatable Fundraising Systems #NonprofitFundraising #NonprofitStrategy #TheNonprofitShowFind us Live daily on YouTube!Find us  Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits!  12:30pm ET   11:30am CT  10:30am MT  9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

You don't need more time. You need a better strategy.In this Ask Julie episode, I answer a question from a CEO who just lost their head of fundraising and now has to grow individual giving from $400K to $1M… solo. No time. No team. No margin for wasted effort.So we cut the fluff. I walk through exactly what I would do in that situation. What to stop doing immediately. Where to focus instead. And how to grow revenue using the fastest, most sustainable path available to you right now.This is about simplifying your strategy, doubling down on relationships, and actually using your board instead of hoping they magically start fundraising.What you'll learn in this episodeWhy your first move should be deciding what to stop doing, not what to addHow to choose a fundraising strategy based on your time, energy, and actual strengthsWhy major donor relationships are the fastest path from $400K to $1MHow to identify and unlock the money you're already leaving on the tableWhat effective donor retention actually looks like when you don't have time for complexityHow to use your natural communication strengths for stewardshipWhy newsletters are often a waste and what to do insteadHow to upgrade current donors without overcomplicating your approachWhy your board isn't helping you fundraise and how to fix itThe simple messaging your board actually needs to bring you new donorsYou don't need more tactics. You need focus. The simplest path is almost always the most effective one, especially when you're short on time. Prioritize relationships, upgrade the donors you already have, and activate your board with clear, simple messaging.Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training.If you're an ED or DD of a $1M+ making a difference in your community and you're ready to make bigger, bolder asks, then DM me “CL” on LinkedIn and I'll share details.

What if you could go from GENERALIST fundraising consultant to a FOCUSED firm with a SCALABLE offer - in just five months? That's exactly what Robin Engle, CFRE, founder of Abundance Catalyst, has done. In this client success episode of the Fractional to Scalable series, Robin shares how she built a scalable Major Gifts offer, narrowed her niche to movement organizations, climbed "Cringe

Did you know monthly donors often have 85%+ retention rates, while many nonprofits are lucky to retain just 40% of one-time donors?In this episode, I'm asking you to take a hard look at your fundraising calendar and answer one simple question: Is monthly giving actually a priority? For most organizations, it's not.We'll talk about the shift from constantly raising money to building predictable, sustainable revenue, what metrics you should be tracking, and why making monthly giving a core part of your strategy is one of the most important moves you can make right now.Resources & Links Bloomerang is the proud presenter of Missions to Movements. Bloomerang is the trusted, all-in-one giving platform that connects your data, streamlines your systems, and helps your mission go further. Learn more at bloomerang.com.If you're building a movement, join Bloomerang's GiveCon in St. Louis May 15-17 to learn what's working in donor retention, AI, major gifts, recurring revenue, and community-driven campaigns. Register now and use code M2M to save $200!The Monthly Giving Builder: Generate your comprehensive monthly giving plan and build your program step by step - with a guided companion working alongside you from start to finish. Let's Connect!Send a DM on Instagram or ...

In an era where healthcare demands are outpacing traditional capital and public funding, philanthropic organizations must evolve—and fast. The Oakville Hospital Foundation is doing just that. Join us as CEO Mary McPherson shares the blueprint for their massive revenue growth, transforming from a post-campaign slump of $8-9 million to nearly $23 million annually. Discover how a strategic pivot to Major Gifts and innovative approaches to Planned Giving became the engine of their success. Mary discusses the vital importance of authentic donor conversations, a “no BS” team culture, and a pioneering method of “unlocking assets” to build sustainable, long-term funding for clinical excellence, research, and technology, proving that a margin of excellence is always within reach.

My calendar used to tell on me.I'd get to Friday and realize I'd spent the whole week in meetings, email, and “urgent” internal stuff… while my top donors barely heard from me. Sound familiar?In my latest episode of The Intentional Fundraiser, I share how I started treating my calendar like a major gift strategy tool, not a suggestion box. I walk through the three time blocks that changed everything for me, how to negotiate donor-first time with your boss and peers, and where AI can act like a junior assistant so you can focus on real donor relationships, not admin.What might change in your revenue and your sanity if you reclaimed just six focused donor hours each week?Listen to “Take Back Your Week, Grow Your Major Gifts” and share it with your team, your executive director, and your board.More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingMajor Gifts Training: Excellence in Major Gift Fundraising SeminarConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policiesNewsletter: Subscribe to my Scaling Major Gifts weekly newsletter.

Challenges, uncertainty, and high expectations are natural components of nonprofit. Its leadership is shaped by mindset, resilience, and action by focusing on what they can control, staying present, and fostering momentum over perfection. Join with us and explore how purpose-driven focus and practical strategies transform challenges into opportunities for growth, impact, and meaningful connections. Trish Davis has been working as the Vice President of Major Gifts and Planned Giving at the Susan G. Komen Breast Cancer Foundation for the last 6 years. As a former Air Force veteran, she discovered her passion for fundraising through lifelong volunteering, inspired by her mother's nonprofit work. At the foundation, she supervises a team driving major gifts, planned giving, mid-level, foundations, and donor stewardship. As a lifelong volunteer, she combines a passion for service with a love for fundraising, turning purpose-driven work into meaningful donor impact. In this episode, you will be able to; Learn how to apply strategies for staying resilient and positive in the face of nonprofit challenges. Recognize how to manage fear, stress, and perfectionism to maintain authentic donor connections. Understand the importance of celebrating wins no matter big or small. Learn why it's important to focus on what you can control. Figure out how to avoid getting stuck in negativity. Get all the resources from today's episode here.  Support for this show is brought to you by Practivated. Practivated delivers AI-powered donor conversation simulations that let fundraisers practice in a private, judgment‑free space—building confidence, refining messaging, and improving outcomes before the real conversation even begins. Developed by fundraising experts with real‑time coaching at its core, it's the smart way to walk into every donor interaction calm, prepared, and ready to connect. Learn more at practivated.com. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point

When one question unlocks three streams of giving In this week's episode of The Intentional Fundraiser, I share the story of a longtime donor whose impact multiplied once we connected his personal philanthropy with his role as a corporate leader. We walk through practical ways to spot those “blended” opportunities, bring corporate options into donor conversations without feeling salesy, and use AI to uncover hidden corporate influence in your portfolio.Are you leaving corporate partnership potential sitting quietly inside your major gift file right now?Listen to this episode of “Corporate Giving as a Major Gifts Lever” and share it with your team, your executive director, and your board.More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingMajor Gifts Training: Excellence in Major Gift Fundraising SeminarConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policiesNewsletter: Subscribe to my Scaling Major Gifts weekly newsletter.

Send a textGetting a first meeting with a prospective donor can feel like one of the biggest hurdles in major gifts fundraising, but it doesn't have to. This episode breaks it all down in a way that's refreshingly practical and zero percent intimidating. You'll learn why warm introductions are worth every awkward board conversation, how to follow up without spiraling into anxiety about being "annoying," and why the best thing you can do in the meeting itself is ask great questions and actually listen to the answers. Real stories, real strategies, and a lot of reassurance.On this week's episode of The Small Nonprofit Podcast, Maria is joined by Caitlin McBride, a Certified Fundraising Executive with over a decade of experience helping small nonprofits make fundraising feel less chaotic and more doable. Together, they walk nonprofit leaders through the full arc of the first donor meeting: from tracking down the right contact to leaving the call with a clear reason to follow up. If major gifts fundraising has ever felt out of reach for your organization, this one's for you.Our FREE Fundraising for Boards webinar, happening March 18th, is live only. Send your board members this link to register. Check out the What The Fundraising podcast here.  Visit https://www.gofurthertogether.ca/ to learn more. Support the show Connect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising? See if our values-aligned fundraisers are a fit for your organization.

What if the biggest barrier to your capital campaign success is the phrase “we don't have time”?In this episode of All About Capital Campaigns, Amy Eisenstein and Andrea Kihlstedt pull back the curtain on a truth that experienced fundraising consultants see every day: organizations that prioritize real conversations with major donors outperform those that try to outsource or avoid them. Drawing from their work with nearly one hundred small and mid sized nonprofits at a time, Amy and Andrea unpack the mindset shift that separates stalled campaigns from fully funded ones.As nonprofits consider a capital campaign or feasibility study, leaders often split into two camps. Some are eager to sit down with their largest prospective donors and hear their thoughts. Others insist they are too busy running programs, managing staff, and keeping up with daily demands. Amy and Andrea challenge that assumption directly. Every leader has twenty four hours in a day. The question is not about time. It is about priority.You will hear why treating donor conversations as optional or delegating them to a consultant is a serious warning sign for campaign readiness. While there are tasks that can and should be outsourced, building relationships with top campaign prospects is not one of them. Major gift fundraising depends on authentic connection between organizational leadership and donors. When that relationship is handed off, a powerful opportunity is lost.Amy explains the Capital Campaign Pro guided feasibility study model, which equips executive directors and board members to lead strategic donor conversations themselves. Rather than sending in an outside consultant to gather feedback, leaders receive coaching, structure, role play, and debrief support so they can confidently meet with their top prospects. These early conversations take place before any formal ask, creating a lower pressure environment where leaders can listen, build trust, and gain insight into donor interests.Andrea shares a story from the early days of this model. A nonprofit leader insisted that he did not want a consultant talking to his donors. He understood that the moment of conversation was an opportunity to strengthen real relationships. Years later, that campaign remains one of the most successful they have seen, with donors giving generously and repeatedly. The reason was simple: relationships were formed and nurtured by the people closest to the mission.The episode also addresses the emotional side of major gifts. When you only have a small number of prospects capable of giving six figure gifts, the stakes feel high. Anxiety can hold leaders back. Amy and Andrea describe how coaching and preparation build confidence over time. Leaders who begin the feasibility process feeling nervous often finish it energized, surprised by how meaningful and even enjoyable the conversations have become.By the time the formal ask happens, it is no longer the first meeting. The donor has been heard. The leader has practiced. Trust has been established. That shift changes everything about a capital campaign.You will also hear Andrea outline three types of nonprofit leaders: the rare few who are excited to talk to major donors from the start, those who resist and prefer to hand fundraising to someone else, and the large group in the middle who are anxious yet willing to grow. The transformation happens in that middle group. When leaders commit to regular, thoughtful donor engagement, fundraising capacity expands long after the campaign ends.If you are planning a capital campaign, conducting a feasibility study, or trying to strengthen your major gift fundraising program, this episode offers a clear message. Sustainable campaign success begins with leaders who make time for donor relationships and treat those conversations as central to their role.For more free capital campaign resources, visit https://capitalcampaignpro.com/campaign-resources.

Big goals without a real plan?That's the fastest way to create burnout instead of breakthroughs.I've seen it too often: a board sets a bold fundraising target, the team nods, and suddenly everyone's sprinting toward a number that doesn't match reality. Sound familiar?In this week's episode of The Intentional Fundraiser, I share exactly how to build a 2026 major gifts plan that's aspirational but realistic, one that inspires confidence instead of chaos.You'll hear stories from the field, a simple three-scenario model that calms anxiety, and practical steps to right-size your portfolio so you can stay focused on what really moves the needle.✨ Because big goals are beautiful, but only when they're grounded in data, relationships, and alignment.How are you balancing ambition and realism in your 2026 plan?

Join me in this insightful episode as we welcome Jeff Riles, founder and principal of Veritus Group, a leader in nonprofit fundraising strategies. Jeff shares his 38 years of experience and discusses how Veritus Group's open-source processes help nonprofits enhance mid and major gifts through relationship-driven and analytically backed strategies. Learn about the principles and operational tactics that can elevate your fundraising efforts and how to foster meaningful donor relationships. Whether you're a seasoned fundraiser or new to the field, this episode offers valuable insights into effective fundraising fundamentals. .00:26 Jeff Riles' Background and Open Source Approach02:46 Understanding Mid and Major Gifts04:24 Principles of Effective Fundraising07:07 Operationalizing Fundraising Strategies13:25 The Veritus Way and Company Ethos17:25 Future Plans and Global ExpansionConnect with Jeff: • Website: Veritusgroup.comLinkedIn: https://www.linkedin.com/company/veritus-group/Instagram: https://www.instagram.com/veritusgroup/Youtube: http://www.youtube.com/@veritusgroupFacebook: https://www.facebook.com/VeritusGroupEmail: hello@veritusgroup.comConnect with Raul: • Work with Raul: https://dogoodwork.io • Free Growth Resources: https://dogoodwork.io/resources• Connect with Raul on LinkedIn (DMs open): https://www.linkedin.com/in/dogoodwork/ 

On this episode of Ask a Responsive Fundraiser, Scott Holthaus sits down with Bailey Huston, Partnerships and Integrations Manager at The Giving Block, to answer your top questions about noncash giving and donor behavior in a changing fundraising landscape. Bailey shares why donor choice, convenience, and control are now essential parts of the giving experience… and how offering options like crypto, stock, and donor-advised funds can unlock major gifts you may be missing today. She explains the motivations behind noncash giving, the younger and wealthier donor segments driving crypto adoption, and the simple ways nonprofits can add these channels without overwhelming their teams. You'll learn which donor signals matter most right now, the true opportunity behind crypto-based generosity, how to make noncash gifts easy to find and easy to give, and why these channels connect directly to lifetime donor value as younger generations take the lead in the coming wealth transfer. To learn more or explore crypto, stock, or DAF fundraising, visit thegivingblock.com.

This episode originally aired on the We Are For Good Podcast in their Working Sessions series. I'm sharing it here on my own channel so you can dive into practical strategies for closing major gifts this season.It's giving season, and if you want to close major gifts in the next few weeks, this episode is for you. I walk you through exactly who to ask, how to ask, and how to approach these conversations with courage and confidence. No fluff—just actionable steps to help you move forward with clarity and impact.Here's what we cover:Identifying your warm prospects: I guide you through how to focus on donors who are already primed to give—those who've expressed support recently or are “all in” with your mission. Stop overthinking and start taking action.Recognizing signals from your community: From emails, social media engagement, to personal encounters—learn how to spot the people who are most likely to respond.Managing mindset and fear: I talk about why discomfort is normal when asking for major gifts and how courage isn't the absence of fear—it's acting despite it.How to ask for more confidently: I break down the importance of being specific in your ask, giving donors clarity, and removing obstacles that slow their decision-making.Handling mistakes with humility: I share how showing up authentically, even if imperfectly, builds trust and strengthens relationships.Tools and resources: I offer my free Opportunity Brainstorm PDF to help you map your warm prospects and take immediate action.Asking for major gifts doesn't have to feel paralyzing. By focusing on the right people, preparing internally, and showing up courageously, you can increase your impact and build stronger relationships with your supporters. Refusing to let fear hold you back ensures your mission gets the resources it deserves—and it's easier than you think to take those first steps.Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training. If you're an org with at least $800k annual budget and major gifts is your top priority, but you need a better strategy and approach, get on the waitlist for the next CourageLab cohort here: https://julieordonez.kit.com/couragelab2

If you need to close major gifts in the next five weeks, this Working Session is your new game plan. We brought in major gifts coach and CourageLab founder Julie Ordoñez to break down exactly who to ask, what to say, and how to step into these conversations with more courage, clarity, and conviction—especially during giving season.Top 3 Takeaways:Focus Beats Frenzy: Stop trying to reach everyone. Warm prospects—the people who've expressed support, encouragement, or interest in the last 3–6 months are the ones most primed to say yes right now.Courage Isn't a Feeling, It's an Action: Planning isn't the work. Asking is. Discomfort is normal - and moving through it is the path to major gifts.Ask for More, With Less Guesswork: Vague asks create homework for donors. Clear, specific asks make giving easier and speed up decisions. When in doubt, ask for more than feels comfortable—and let humility guide the conversation.You'll leave this session with practical mindset shifts and scripts you need to move relationships forward today. Let's get to work.Episode HighlightsHow to Identify Your Warm Prospects (01:29) Engaging Raving Fans and Supporters (05:38)How to Build Courage to Make the Ask (09:04) How to Ask for a Specific Amount (12:20) Julie's One Good Thing (15:26) Episode Shownotes: www.weareforgood.com/episode/661//Join the We Are For Good Community—completely free.Join fellow changemakers, share takeaways from this working session, and keep collaborating in a space built for connection, inspiration, and real impact: www.weareforgoodcommunity.com Say hi

The New Era of Nonprofit Fundraising: Fewer Donors, Bigger Gifts In today's nonprofit landscape, one thing is clear: major gifts are driving the deepest impact. According to research from the Giving USA 2024 Report, individual giving dropped 3.4% last year, but donations from high-net-worth individuals and foundations increased significantly. This shift has created a paradox: fewer donors overall, but larger contributions from the top tier of philanthropists. This shift is reshaping major gifts fundraising across the nonprofit sector. Fundraising expert Gail Perry, founder of the Gail Perry Group, says this moment represents both a challenge and an opportunity. "Every single organization has major donors in its database," she explains. "The problem is, they're often treated like small donors—receiving generic messages instead of genuine engagement." This moment represents a major shift in major gifts fundraising.

Are you ready to be the architect of B.C.'s most ambitious healthcare campaign? The VGH & UBC Hospital Foundation is launching an unprecedented, comprehensive fundraising effort—a bold undertaking designed to elevate healthcare innovation across the province. At the heart of this monumental initiative is a critical new role: Director of Campaign Operations.In this exclusive Opportunity Spotlight, we sit down with Vanessa Abaya, Senior Vice President for Philanthropy and Campaign, to discuss the foundation's culture, its expansive impact, and the pivotal responsibilities of this "air traffic controller" position. Discover how you can leverage your strategic vision and operational excellence to bridge fundraising strategy with tactical execution, working across all teams (from Major Gifts to IT) to drive success for a campaign that will redefine healthcare in British Columbia. If you thrive on complexity, collaboration, and the chance to leave a legacy, this is the deep dive you need to read.

In this week's episode of Nonprofit Lowdown, I'm sharing a juicy slice of one of my free live webinars—and trust me, this isn't your typical “Giving Tuesday tips” vibe.Instead of talking about social posts, I break down how to turn Giving Tuesday into a major donor discovery day. Yep. One day. Major donor pipeline. Let's go.Why Giving Tuesday is secretly one of the BEST moments to surface major donor prospects.The wild fact that 3% of your Giving Tuesday audience could literally fund your next program—and how to spot them.The real difference between annual donors and major donors (and why treating everyone the same is costing you).How to use simple “signals” to catch the folks who are quietly watching your work and ready to step up.Why in-person meetings boost your major gift success by 70%—and how to book more of them during year-end.Exactly how I segment donors into Lane A (annual givers) and Lane B (top 30 major prospects) without burning out.Wins from my students who've skyrocketed year-end revenue and landed surprise 5-figure gifts.Major donors often self-cultivate and self-solicit. Your job is to create the right conditions so they raise their hands. This episode shows you how to turn Giving Tuesday traffic into real conversations and transformational gifts.This episode features just a portion of my free webinar. If you want the full session—plus more tools to grow your major gift programInside the Episode: Why You'll Want to Listen:Want More Trainings Like This?Important Links:Webinar Registration: https://go.rheawong.com/majorgiftsplaybook-5083-1612 How to Train ChatGPT:  ⁠https://go.rheawong.com/annual-fundraising-plan-tracker1-3127-4300⁠ My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠ 

Trish Davis, Vice President of Major Gifts & Planned Giving at Susan G. Komen, shares how true stewardship goes beyond fundraising—it's about listening, gratitude, and connection. From her service in the Air Force to leading national philanthropy strategy, Trish reveals how to build donor trust at scale, keep relationships personal in a digital age, and turn gratitude into lasting impact.

In this episode of the Fundraising Everywhere podcast, host Simon Scriver is joined by Andy Milligan, Managing Director at Veritus Group, to deep dive into the world of major gifts fundraising. Together, they explore practical strategies for building resilient major gifts programs, balancing donor relationships with organisational pressures, and maintaining motivation in the face of rejection. Andy shares his journey from in-house fundraiser to consultant, offering actionable advice on qualifying donors, creating sustainable plans, and communicating impact authentically. Whether you're new to major gifts or looking to refine your approach, this episode is packed with insights, real-world examples, and encouragement for fundraisers at every level. Want to continue the conversation? Sign up to our FREE webinar on Tuesday, 25th November on Building Resilient Major Gifts: Strategy, Stability, and Sustainability Click here to subscribe to our email list for exclusive fundraising resources, early access to training, special discounts and more If you enjoyed this episode, don't forget to hit follow and enable notifications so you'll get notified to be first to hear of future podcast episodes. We'd love to see you back again! And thank you to our friends at JustGiving who make the Fundraising Everywhere Podcast possible.

Are your fundraising efforts failing to bring in the big donations you need? Your fear of asking for money might be the very thing holding your nonprofit back from massive growth. Many leaders make this critical mistake, but it's not too late to fix it.In this episode of the Hey Nonprofits podcast, host Trevor Nelson is joined by Kipos Group founder James Misner to discuss what truly great fundraising leaders do differently. They explore why smart people make bad fundraising hires and how to spot the best talent. You will learn the secrets to building relationships with major donors, moving past the fear of asking for large gifts, and why simple, clear communication is your most powerful tool. This conversation provides a practical guide for nonprofit leaders who want to stop chasing small checks and start securing the major funding needed to scale their impact and grow something beautiful.Learn how you can increase your fundraising revenue with Kipos Group: https://thekiposgroup.com/

In this episode of the Fit Fundraising Podcast, Roy Jones sits down with Cheryl Hackett, Director of Development at the Wyoming Rescue Mission, to explore how giving habits are evolving across generations. From Boomers who still love their direct mail to Millennials and Gen Z donors who live online, Cheryl shares how her team bridges the gap through multichannel fundraising, storytelling, and faith-driven connection. It's a practical, hope-filled conversation about building trust, embracing innovation, and inspiring generosity that lasts.

Meet Tammy

If you've ever wondered whether your gala is really worth all the time, money, and energy it takes to pull off, this episode is for you. I've been in the trenches planning big-name events with celebrity co-chairs and keynote speakers, and I've also seen nonprofits raise six- and seven-figure gifts in just a few conversations. When you compare the cost, the time, and the results—it's not even close.In this episode, I'm breaking down the true ROI of galas versus focusing on major gifts, why galas are almost always more exhausting than they are profitable, and how you can start raising unrestricted dollars in less time with a better strategy. IN THIS EPISODE, I TALK ABOUT:Listener wins: real stories of people who closed $15K, $75K, and even seven-figure gifts just from listening to this podcastThe hidden costs of galas- staff time, hard expenses, and energy drainWhy gala money is often restricted (and why that ties your hands)The challenge of converting gala guests into loyal donorsHow major gifts free up your time and bring in bigger, unrestricted dollars fasterA client case study: what shifted when she stopped underestimating her board and started asking for moreThe real reason leaders cling to galas (hint: it's a courage problem, not a strategy problem) If you say you value relationship-building, why are you still prioritizing event planning? Major gifts are hands-down the highest ROI strategy, and they don't burn out your team. You can raise six figures in just a few hours a week with the right strategy, confidence, and language—and without spending nine months planning a gala.Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training. If you're an org with at least $800k annual budget and major gifts is your top priority, but you need a better strategy and approach, get on the waitlist for the next CourageLab cohort here: https://julieordonez.kit.com/couragelab2

Hi friends! I'm so excited to share this episode with you because it's a conversation with one of my Courage Lab grads, Cara Augspurger. Cara is the Executive Director of the Grace Care Center Foundation just north of Indianapolis, and she's an all-star leader who has experienced incredible growth over the last six months.When Cara and I started working together, she was confident in operations and communications but hesitant around major gifts and board engagement. Fast forward just half a year, and her board has hosted an event that raised $273,000 in one night - with multi-year commitments and new major donors at the table. Even more powerful? Cara's own confidence has skyrocketed.In this episode, Cara shares how she went from overthinking and procrastinating to boldly inviting donors and board members into the mission and the specific Courage Lab strategies that helped her get there.Cara's journey from board chair to solo ED and why she invested in coaching instead of a bonusHow she made the case to her board to join Courage LabThe mindset shift that stopped her from overthinking major giftsThe event strategy that brought in $273k in one night (with 18 three-year commitments!)Why accountability, templates, and consistent invitations completely changed her fundraising resultsHow she's now 25% ahead of her fundraising projections - for the first time in organizational history Cara's story is proof that you don't have to do fundraising alone and that courage, clarity, and accountability can change everything. Whether you're a solo ED or just feeling stuck, her transformation shows what's possible when you stop playing it safe and step into major gifts with confidence.Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training. If you're an org with at least $800k annual budget and major gifts is your top priority, but you need a better strategy and approach, get on the waitlist for the next CourageLab cohort here: https://julieordonez.kit.com/couragelab2

Season seven of Nonprofit Courage Lab kicks off with a truth-telling pep talk. End-of-year fundraising doesn't have to mean sleepless nights, burnout, or tolerating underperforming teams and boards. You're capable of raising millions—unrestricted—and doing it in a way that feels fun and sustainable.In this episode, I'm calling out the silent habits that hold fundraisers back: saying yes when you need to say no, underestimating yourself and your donors, making excuses for your team, and tolerating mediocrity that poisons your culture. I'll share what separates the organizations that thrive from those that fall behind—and why advocating for yourself, leading unapologetically, and setting clear expectations are non-negotiables for success.IN THIS EPISODE, YOU'LL LEARN:The funding shifts impacting nonprofits right now—and how to prepareWhy saying “no” is a leadership skill, not a riskThe hidden cost of making excuses for underperformers (and how to stop)How to use empathy without enabling dysfunctionA real coaching example: turning around a million-dollar deficit with better leadership conversationsWhy advocating for yourself changes everything—from your workload to your fundraising results You are capable of more than you realize. It's time to stop underestimating yourself, stop apologizing, and stop tolerating excuses—from yourself, your team, or your board. When you step into your leadership unapologetically, you'll raise more money, lead healthier teams, and create lasting change.Do you need to make bolder asks, but you have to figure out what the heck you're going to say? I have a free gift for you. Go to JulieOrdonez. com and get my free donor scripts cheat sheet. You'll get the exact words I've used to raise 50 million from individuals. If you are in a season where you need to grow exponentially, check out my new program, Million Dollar VIP and see if it's right for you: https://julieordonez.com/million Get on the waitlist to the join the next cohort of the CourageLab today! https://julieordonez.com/waitlistMusic credit: With the Flow by Fin ProductionsA Podcast Launch Bestie production