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$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
Early in his career, a colleague looked at Tom Dauber's resume and said: "I guess you won't be able to scare people with the threat of hell anymore, will you?" Tom didn't have a response. He just absorbed it.Years later, he found the words he wished he'd had -- in a 60-page book by a Catholic priest named Henri Nouwen. In this episode, Tom walks through the ideas in A Spirituality of Fundraising that reframe the ask entirely. Whether or not faith is your framework, Nouwen's core argument applies: fundraising is the opposite of begging, your anxiety is your biggest obstacle, and the fundraiser who walks in needing the gift has already lost the room.This one is for any fundraiser who has ever felt embarrassed to ask.Looking for fundraising coaching? Check out www.abundantvision.netBuy Nouwen's Fundraising Classic Here: https://www.amazon.com/Spirituality-Fundraising-Henri-Nouwen/dp/0835810445/ref=sr_1_1?crid=1NJOO4TQMKEOJ&dib=eyJ2IjoiMSJ9.hejcFfRXDXR3448Y8xHqqt8DhXxj8GRkoiGOBd_qHzZHo5w_-poNrQiw-pTmiZSYZLC3YovvbhreEKuaZsHdJmG1V94ttTaG3dY-Ii1AiujbieZ0pc18xKZveHlTto0GFqknqBtHZDq37vaQGchiC9DRrwHLLsJJhOOLD-oLZQOM93r0Hcy3ZT1UJwJ99iXGlCZH5R6E4BCkBTgxX7rjMj48pOUPnVlylRj6kSfe6o0.w_OGtHa3tdE6Zp7juEPWDjIq5uKTXe6B7qlMkwWizco&dib_tag=se&keywords=a+spirituality+of+fundraising&qid=1777665208&sprefix=a+spiritu%2Caps%2C134&sr=8-1
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
A friend texted Tom asking how to raise money for her kid's lacrosse team. His answer? The same three questions he's used for 30 years — from asking his Sunday school teacher for a $75 check at age 16 to running major gift campaigns at universities and health systems. In this episode, Tom breaks down the framework that scales from youth sports fundraising all the way to seven-figure campaigns, and explains why the single biggest mistake most fundraisers make is asking everyone instead of asking someone.Looking for fundraising coaching? Check out www.abundantvision.net
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
Tonya Collins, newly-named Philanthropy Director for Major Gifts with Centrica Care Navigators, discusses her role, what people need to know about hospice and ways they can support thru gifts and volunteering.See omnystudio.com/listener for privacy information.
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.
In the final part of my conversation with Jason Lewis, we move from diagnosis to direction.If fundraising has drifted toward systems, scale, and transactional thinking, what does it look like to recover something more human?Jason argues that the answer is not better technology or smarter dashboards. It is proximity. It is presence. It is getting fundraisers back in front of donors and letting real relationships shape the work.In this episode we explore: Why fundraising may have a supervision problem, not a fundraiser problem How leadership culture shapes donor experience The importance of increasing proximity and real conversation Why young fundraisers should prioritize experience over optimization What it means to operate by different rules, like Dorothy stepping into OzIf you are leading a team, entering the profession, or questioning where fundraising is headed, this episode offers both clarity and encouragement.Find Jason's Substack, The Butterfly Effect Here: https://responsive.substack.com/Looking for fundraising coaching? Check out www.abundantvision.net
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.
In Part 2 of my conversation with Jason Lewis, we move from defining gift theory to examining what may be distorting modern fundraising.If fundraising often feels transactional, there may be a reason. Jason unpacks how market thinking, grant structures, and subtle power dynamics shape the way organizations approach donors. What happens when generosity begins to resemble a purchase? What happens when philanthropy starts to operate like retail?In this episode we explore: How sales logic influences donor relationships The impact of grant-driven and bureaucratic systems Why hierarchy can replace mutuality A revealing feasibility study story that exposes how donors experience these distortionsIf you have ever sensed that something feels misaligned in the way fundraising operates, this episode will help you articulate why.Find Jason's Substack, The Butterfly Effect here: https://responsive.substack.com/Looking for fundraising coaching? Check out www.abundantvision.net
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.
Most fundraisers have never heard the term “gift theory.” Yet it may explain many of the frustrations we experience in our work.In this conversation, Jason Lewis and I explore a foundational question: what actually makes a gift different from a sale or a tax?Jason introduces the concept of “modes of exchange” and explains how societies have historically organized themselves around three different ways of relating: gift, market, and coercion. We examine how modern fundraising may have borrowed too heavily from sales and bureaucratic models, and why that matters for donor retention, trust, and long-term relationships.If you have ever felt that fundraising can become transactional, pressured, or overly mechanical, this episode will help you step back and reconsider the moral architecture behind what we do.Topics we cover: -Jason's fundraising origin story -What gift theory is and where it comes from -Gift mode vs sales mode vs coercive mode -Why fundraising often feels transactional -Whether we are using the wrong toolbox in our professionThis episode sets the foundation for a deeper exploration of generosity, responsibility, and the true nature of the gift.Find Jason's Substack, The Butterfly Effect here: https://responsive.substack.com/Looking for fundraising coaching? Check out www.abundantvision.net
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/
Diana Marquis, founder of DMgroup Consulting, reveals how to manage major gifts with limited resources—and why good prospect research is the secret weapon every development director needs. Read More in the Learning Edge Blog Resources Mentioned Connect with Diana: LinkedIn | DMgroup Consulting
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.
Simon Scriver's Amazingly Ultimate Fundraising Superstar Podcast
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.
While many healthcare organizations treat major gifts and peer-to-peer as separate fundraising channels, some forward-thinking institutions are discovering the power of integration. When these strategies work in harmony rather than competition, both programs can amplify each other's success and create deeper donor relationships.In this episode, Marcie Maxwell talks with Jamie Lamont, Vice President of Events at Sinai Health Foundation. With extensive experience in healthcare philanthropy, Jamie shares how Sinai has successfully bridged the traditional gap between major donor cultivation and community-driven fundraising, creating a collaborative approach that serves donors holistically.Jamie discusses how breaking down internal silos has transformed their fundraising outcomes, from event ideation through execution. She explores how peer-to-peer events provide invaluable insights into donor motivations and preferences, intelligence that enhances major gift strategies. The conversation reveals practical approaches for fostering genuine partnership between teams and ensuring all fundraising efforts ladder up to mission-driven priorities.Together, we'll explore:Strategic integration of peer-to-peer and major gifts within hospital philanthropy programsPractical collaboration methods from event planning through donor stewardship and relationship buildingLeveraging event insights to inform broader philanthropic strategy and enhance donor engagement across all giving levelsMentioned Linkshttps://www.sinaihealth.ca/foundation Stay Connected on LinkedInConnect with JamieConnect with MarcieConnect with the Peer-to-Peer Professional Forum (00:00) - Welcome to The P2P Soap Box (02:18) - Introducing Jamie Lamont (05:28) - The Sinai Health Portfolio (09:56) - The Major Gifts/P2P Approach (12:34) - Team Integration (20:40) - Linking Strategy to Priorities (24:32) - Advice for Engagement
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
From sustainers to segmentation, today's fundraisers face a world of change. How do we connect with Boomers who still carry the wealth, while preparing for Millennials and Gen Z who are shaping the future of philanthropy? In this episode, Roy Jones sits down with Kyle Gorman, Executive Director of Advancement at the Evansville Rescue Mission, to talk about: Why the first gift is the most critical moment for lifetime giving How younger donors respond to frequency and messaging The challenge of leading and listening on multi-generational teams What the coming wealth transfer means for nonprofits Kyle shares candid insights from leading campaigns, managing a cross-generational team, and meeting with donors across every age bracket.
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
Send us a textSmall nonprofits deserve BIG support. However, many fundraisers stumble while trying one to one relationships with major donors without it feeling fake, forced, or transactional. Fundraising is not sales; it is matchmaking. At the heart of every major gift is a shared why: the values and experiences that connect you, your mission, and your donors. In this episode of The Small Nonprofit Podcast, Maria Rio breaks down how small nonprofits can shift their mindset about major gifts, move past common fears, and start building authentic, lasting relationships with donors. Major Gifts for Small Nonprofits: The Highlights Fundraising Begins With Your Why Donors are not just buying into what your organization does - they are connecting with why you do it. Leading with your “why” helps you find alignment and build deeper trust. Limiting Beliefs Hold Fundraisers Back Common fears like "I don't know how to ask," "I don't know wealthy people," or "fundraising feels like begging" stop many from even trying. Naming and reframing these beliefs is the first step to moving past them. Fundraising Is Not Begging - It Is Partnership Begging means asking for something in exchange for nothing. Fundraising is offering donors a chance to live in alignment with their values and invest in the world they want to see. Lean into the psychology of fundraising. Rejection Is Not the End A no does not mean rejection of you or your cause - it simply means the timing or priority is not right for the donor. Every no gets you closer to a stronger yes. Communication Goes Beyond Words How you show up matters more than a perfect script. Your tone, presence, body language, and ability to listen all play a bigger role in building donor confidence and connection than memorized lines.
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
Donor portfolios often feel like a mystery—part science, part art—and this episode of Fundraisers Friday peels back the curtain on what they really mean for nonprofit professionals. Cohosts Julia Patrick and Tony Beall use their signature mix of storytelling and strategy to break down the “book of business” in a way that feels both practical and inspiring.Julia opens with candor about her first experience: “Somebody called me up and said, hey, I'd like to take you out to lunch because you're in my portfolio. And I was like, what?” That moment of confusion and discomfort becomes the jumping-off point for a discussion that many fundraisers will instantly recognize: donors rarely know about these tools, yet they shape so much of the relationship-building process.Tony points to the importance of seeing portfolios not as sterile lists but as vital instruments of stewardship and organizational learning. “These types of portfolios and this technology also allow us to monitor activity—not as a watchdog, but as a way to gauge the success of our strategies.” He reframes portfolios from something “icky” into something essential: a roadmap for deeper donor care.The duo walk through the practical side—averages for donor counts, segmentation across major gifts, planned giving, and annual donors—while weaving in human moments that give the conversation heart. Julia reflects on board experiences where donor binders were passed around over pizza, and Tony shares how his father's fire boots by the front door modeled volunteerism that still fuels his passion today.Data hygiene becomes another teaching moment. Julia compares sloppy data entry to “middle school health class,” driving home the reality that a CRM is only as good as what you put in it. Tony adds nuance by showing how even small details like recording gift frequency—not just dollar amounts—can shape how nonprofits honor commitment and longevity.The most surprising segment is the discussion of “portfolio divorce.” Sometimes a fundraiser and donor simply don't align—politically, personally, or stylistically—and it's healthier for the mission to transition that relationship elsewhere. Tony reminds us that “the mission is more important than your ego,” a guiding principle every nonprofit professional can keep close.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Jeff Schreifels of Veritus Group discusses trends and strategies for mid-level and major gift fundraising. Key Takeaways: Mid-level giving (typically $1,000-$9,999) is a growing focus, bridging small donors to major gifts Nonprofits should diversify revenue streams, especially those reliant on government/corporate funding AI can boost efficiency in fundraising, freeing up time for relationship-building Restructuring development teams for better alignment with donor needs is crucial We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit SnapCast website. Learn more about Nonprofit Snapshot's consulting services.
Welcome to part two of a two part podcast series with our guest Stephanie Ballis, Director of Development for University of Idaho College of Law.Greg picks up where we left off, diving deeper into Stephanie's journey and insights from her career in fundraising.
Are nonprofits losing donor trust faster than ever? In this episode of the Hey Nonprofits podcast, host Trevor Nelson sits down with Jena Lynch, Donorbox's Education & Community Engagement Manager, to tackle one of the biggest challenges nonprofits face today: credibility. With decreasing donor retention and growing skepticism, how can your nonprofit stand out as trustworthy, authentic, and effective?Jena shares actionable strategies to rebuild trust with donors by focusing on authentic communication, meaningful gratitude, and creating frictionless giving experiences. Learn why first-time donors rarely return, how shifting communication methods can make a lasting impact, and why heartfelt appreciation matters more than automated emails. As demand for nonprofit services grows and funding sources tighten, this discussion highlights the tools and mindset shifts nonprofit leaders need to strengthen relationships and succeed in today's landscape.
Welcome to part one of a two part podcast series with our guest Stephanie Ballis, Director of Development for University of Idaho College of Law.Stephanie spent almost seven years working in development for a Catholic elementary school, where she organized everything from gala auctions to fun runs — often with a very hands-on, community-driven approach. There she ran up against the "candy bar" fundraising culture--where the idea of meeting with actual donors and building an endowment were out of the question. Listen to her interview with Greg as she highlights the the fundraising growth possible when you “just ask!”
Most nonprofits think fundraising is about getting the pitch right—but what if that's the wrong starting point? In this episode of Inspired Nonprofit Leadership, I sit down with Jeff Schreifels of Veritus Group to talk about how asking great questions (not writing great appeals) is the real game-changer in major gifts. We unpack why donors actually want to give more, the overlooked power of high-touch relationships, and how your ROI could be 30:1 if you just focus on what works. This one is a must-listen if you're tired of chasing grants and want a more sustainable path to growth. Episode Highlights 03:02 Fundraising Philosophy and Challenges 03:54 The Joy of Giving and Donor Engagement 05:43 High Touch Relationships in Fundraising 07:01 Major Gifts and Relationship Building 11:58 Effective Fundraising Strategies 14:22 Building Donor Relationships: Tactics and Trends 16:21 The Role of Major Gift Officers 16:47 Balancing Investments in Donor Programs 17:05 Building Mid and Major Gift Programs 18:03 The Power of Asking Questions 19:53 Diversifying Revenue Sources 23:28 Success Stories in Major Gift Programs 25:42 How to Invest in Individual Giving 30:03 Resources and Support for Fundraisers Jeff Schreifels is the Principal and Owner of Veritus Group, a global consulting agency specializing in major gifts and mid-level fundraising strategy. With over 30 years in the nonprofit sector, Jeff is a pioneer of relationship-centered fundraising. Under his leadership, since 2009 Veritus has helped increase mid and major gift revenue and decrease donor value attrition for hundreds of non-profits worldwide that have adopted the “Veritus Way” of mid and major gifts. Jeff is co-author of the award-winning Passionate Giving Blog, a regular contributor to NonProfit Pro, and author of two bestselling books, It's Not JUST About the Money and It's Not JUST About the Donors. A soughtafter speaker, Jeff has delivered keynotes at top conferences like the Association for Healthcare Philanthropy International Conference and London's Chartered Institute of Fundraising Convention. Jeff's passion for empowering nonprofit leaders with actionable strategies has earned him a reputation as a trusted advisor driving meaningful change in the sector. Connect with Jeff: Jeff@VeritusGroup.com Website: http://www.veritusgroup.com/ LinkedIn: https://www.linkedin.com/in/jeffschreifels/ Facebook: https://web.facebook.com/VeritusGroup/ Instagram: https://www.instagram.com/veritusgroup/reels/ Youtube: https://www.youtube.com/@veritusgroup Blog: https://veritusgroup.com/blog Podcast: https://veritusgroup.com/podcasts Amazon: https://www.amazon.com/Jeff-Schreifels/e/B085TCSHCK Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> 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.
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. sits down with philanthropic power couple Linn and Byron Braun, who offer a refreshing and candid look into the donor's mind. From third-grade campaign trail adventures to launching garden programs and anti-child abuse foundations, the Brauns' journey is a masterclass in giving with heart. They walk us through how their charitable spirit evolved, from separate individual passions to a shared mission of supporting a curated list of 10–12 nonprofits with intention and joy. Their golden rule? “Don't let your giving list get diluted, know your causes, and know them well.” Fundraisers, take notes: the Brauns emphasize the importance of doing your homework. When couples have distinct philanthropic interests, fundraisers need to pinpoint whose passion aligns with their mission. It's not just about knowing the organization's pitch, it's about building a relationship with the right person, be it Linn's green thumb at the YMCA or Byron's devotion to his church. They also advise fundraisers to understand when to back off, being bombarded with daily asks as business owners, they appreciate a respectful “our plate is full” response when it's truly not a fit. Flexibility and genuine connection are the real MVPs in major gifts fundraising, as shown through the Brauns' experience with Humane Fort Wayne. It took two years of relationship-building for the nonprofit to truly understand the Brauns' philanthropic heartbeat and co-create a niche initiative. What won them over? A stellar director, customized opportunities to support causes they care about, and authentic, consistent engagement, beyond the ask. “We don't want a lunch,” Byron jokes, “just a personal touch, maybe even a phone call.” The Brauns wrap up with sage advice on what not to do: don't pawn major donors off to assistants, don't ignore follow-up, and for heaven's sake, don't forget the personal connection. They stress that effective stewardship involves more than a thank-you email, it's about being seen, heard, and valued. As proactive donors, they often approach organizations themselves, but they're quick to note that meaningful engagement and tailored communication can turn a casual supporter into a lifelong benefactor. For fundraisers eyeing the big gifts, this episode is pure philanthropic gold.
This week on Inside Southern Miss Athletics, John Cox, the Voice of the Golden Eagles, sits down with Director of Athletics Jeremy McClain to discuss the 2024-25 athletic year and preparations for the upcoming year. Cox is also joined this week by Jerry DeFatta, the Director of the Alumni Association and Rory Thornton, the Director of Major Gifts for the USM athletic foundation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Hey, nonprofit fam! It's Rhea Wong here, bringing you an exciting new episode featuring insights from my recent webinar with the Nonprofit Storytelling Conference's Tactical Tuesdays. This one is all about major gift fundraising and why you should be leaning into your major donors NOW.Plus, I'm starting something new on my podcast—answering YOUR burning questions! Have a question about nonprofit fundraising or anything else? Email it to me at question@rheawong.com and I may feature it in an upcoming episode!