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TitreDateDurée
Episode 169: When Should a Nonprofit Start Investing Its Cash?Messy Middle28 Oct 202600:30:30

Your nonprofit built its reserves. Now what?

Tosha Anderson and Aaron Sheklin of Farther talk through how a nonprofit decides how much cash to keep liquid, how much to invest, and how the board sets guardrails before a single dollar moves. Aaron shares what he's learned from both sides of the table, as an advisor and as a board member.

A practical listen for executive directors, finance leaders, and board members responsible for nonprofit financial management.

farther.com/institutions | thecharitycfo.com


Episode 168: The Million-Dollar Grant That Could Break Your Nonprofit14 Oct 202600:17:37

Growth is supposed to be good news. But for many nonprofits, a big grant or new program quietly exposes every weak spot in the back office.


In this episode, Tosha Anderson, founder and CEO of The Charity CFO, shares the four-part growth readiness test we use with nonprofit clients: reserves, compliance, administrative capacity, and staff capacity. She covers reserve benchmarks, the hidden costs grant budgets rarely cover, why burnout is a growth risk, and how to decide between building infrastructure in-house or outsourcing it.


You’ll leave with four steps to take this Monday and one question worth sitting with: if your organization grew 50% tomorrow, what would break first?


Thanks to our sponsor, ActuallyFi. ActuallyFi connects to QuickBooks Online so nonprofit teams can manage grant budgets in real time, model spending scenarios, and stay on top of funder obligations. They’re onboarding early access customers now. Book a time at actuallyfi.com


Ep. 167 Leading Through the Messy Middle: What Happens When Nonprofits Outgrow Their Structure30 Sep 202600:29:12

When a nonprofit grows faster than its structure, things start to break. Decisions slow down, roles blur, and good people get worn out. Most leaders assume it's a people problem. It usually isn't.

Tosha Anderson talks with Dee Benno, VP of People and Operations at the Air Conditioning Contractors of America, about leading through the messy middle of nonprofit growth. Dee explains the early signs of an organization outgrowing its systems and walks through her five-part approach to restoring clarity. She also shares simple ways nonprofit leaders can reduce overwhelm, clarify decision ownership, and communicate better during change.

Practical nonprofit leadership and operations advice for CEOs, executive directors, and anyone who has ever said, "We're working hard, but we're not moving forward."


Connect with Dee Benno on LinkedIn for insights on nonprofit leadership, organizational structure, and people strategy. 💼 LinkedIn: https://www.linkedin.com/in/dee-benno-esq/Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Ep. 166: Your Donors Can Tell: The Right and Wrong Ways to Use AI in Fundraising15 Sep 202600:30:28

Your Donors Can Tell: The Right and Wrong Ways to Use AI in Fundraising


Your donors can tell when an email was written by AI. Cherian Koshy, VP at Kindsight and author of Neurogiving, returns to the show to talk about the right and wrong ways nonprofits are using AI in fundraising. Cherian shares data from his two year study of more than a thousand donors, why "human in the loop" has become a meaningless policy line, and what nonprofit leaders should actually do Monday morning if their team is already using AI without any rules in place. A practical, honest look at donor trust, nonprofit technology, and where the line should be.


Cherian also shares his new Fundraising Judgment Benchmark study.


Take it here: https://www.surveymonkey.com/r/8ZNJMMW


Connect with Cherian Koshy🌐 https://kindsight.io/💼 https://www.linkedin.com/in/cheriankoshy/📘 https://www.amazon.com/Neurogiving-Science-Decision-Making-Cherian-Koshy/dp/1394370458/ref=tmm_hrd_swatch_0Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint#nonprofitleadership #donorengagement #nonprofitstrategy #thecharitycfo

🔁 Rerun: Mastering Donor Engagement — Strategies for Nonprofit Fundraising Success01 Sep 202600:43:26

🔁 Encore episode — bringing back one of our most relevant conversations, because we keep hearing the same struggle from clients heading into budget season.

Most nonprofits think they need to soften the story to keep donors close — don't share the crisis, don't reach out too often. Erin Straza, CEO and Chief Donor Engagement Strategist, says that's exactly backwards, and it's quietly costing orgs their donor relationships.


In this episode, Tosha and Erin discuss:— Why a "safe," generic mission statement is invisible to donors— The two biggest fundraising myths killing donor trust— Why hiding your org's struggles makes donors more hesitant, not less— How to get your whole team aligned on your mission message


🔗 Connect with Erin:

https://erinstraza.com/

LinkedIn: https://www.linkedin.com/in/erinstraza/


📺 Watch next:

Episode 154: Why Donors Don't Give Again: https://youtu.be/uEYFL-mPXLk

Episode 110: Engaging Donors Through Impact: https://www.youtube.com/watch?v=vJKxlKAAQoM


📚 New on our website: AI Isn’t Replacing Your Nonprofit CFO. It’s Redefining the Job. — https://thecharitycfo.com/ai-nonprofit-cfo-role-change/

🌐 www.thecharitycfo.com

📸 Instagram: @thecharitycfo

📘 Facebook: facebook.com/thecharitycfo

💼 LinkedIn: linkedin.com/company/the-charity-cfo-llc

🎵 TikTok: @thecharitycfoNeed help with your nonprofit's accounting?


Book a free consultation: https://thecharitycfo.com/contact/#NonprofitFundraising

#DonorEngagement #NonprofitLeadershipJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 165: Beyond the CFO: Fractional Leadership for Nonprofits—Strengthening Strategy, Operations, and Governance18 Aug 202600:35:27

95% of nonprofit leaders say they are burned out. Not tired. Not stretched thin. Burned out. And one in three is actively thinking about leaving the sector for good.

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with nonprofit executive and governance expert Annette Eros, founder of EROSolutions, to challenge the usual advice. More rest. Better boundaries. A calendar reset. Annette makes the case that nonprofit burnout is not a wellness problem. It is a structural one.Annette has raised more than $250 million for mission driven organizations, led a $47 million capital campaign, and managed budgets exceeding $60 million.

In this conversation, she and Tosha unpack:

-Why the overhead myth quietly punishes the exact systems and infrastructure that prevent burnout

-How "strain masked by competence" hides organizational problems until they become a crisis

-What actually separates a fractional leader from a traditional consultant -Why nonprofit capacity building often means funding real help, not more training

-Annette's proprietary ANCHOR Method for moving from survival mode to sustainable leadershipIf you are a nonprofit CEO, executive director, or finance leader who feels like you are wearing five jobs at once, this episode will change how you think about burnout, staffing, and what real support actually looks like.


Full blog recap here: https://thecharitycfo.com/nonprofit-leader-burnout-structural-problem/


#nonprofitleadership, #nonprofitburnout, #fractionalleadership, #nonprofitstrategy, #nonprofitoperations, #nonprofitboardgovernance, #nonprofitfinancialmanagement


Connect with Annette Ero

🌐 Website: erosolutions.co

💼 LinkedIn: https://www.linkedin.com/in/annette-r-eros/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 164: Will AI Replace Your Nonprofit CFO? Here's the Honest Answer04 Aug 202600:21:19

Tosha lays out rule number one for nonprofit financial health: monthly reports, on a fixed schedule, every single time. At The Charity CFO, that means a strict 15-day reporting cycle — even when data is missing from a client's team, the report still goes out, flagging what's incomplete and what it could mean financially.


Tosha shares a real example: an organization spent three to seven years' worth of planned capital improvements in just two years — the kind of overspend a proper budget-to-actual analysis would have caught early, before it became a crisis.


#NonprofitFinance #BudgetToActual #FinancialReporting #NonprofitLeadership #CapitalPlanning


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 163: What a $15.6 Million Deficit Should Teach Every Nonprofit Board21 Jul 202600:14:38

A local utility company just posted a 15.6 million dollar deficit. Tosha Anderson breaks down what really happened at Kirkwood Electric and why she does not think fraud is the answer, even though everyone assumes it is. She unpacks the three real explanations behind a finance team gone quiet, the reports every nonprofit board should demand every month, and how to tell the difference between a capacity problem and a skill problem before it costs you millions.
Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 162: The Founder's Curse: When Passion Turns Into Burnout07 Jul 202600:36:04

Brandon Peacock survived a drive by shooting, was told he'd never walk again, and went on to run an Ironman. But this episode isn't about his comeback. It's about what he learned after: that being the face, the fundraiser, and the operator of his own nonprofit was quietly burning him out.

Tosha Anderson and Brandon talk honestly about nonprofit founder burnout, the guilt of stepping back, and why building a nonprofit that can survive without you is one of the most important things a founder can do. They also cover nonprofit marketing in 2026, including which platforms are actually working right now.

A must listen for nonprofit leaders thinking about sustainability, delegation, and what comes next.


Connect With Brandon Peacock

🌐 Website: https://www.htgrcharity.com/⁠⁠

💼 LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/brandon-peacock/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 161: Your Team Isn't the Problem—Your Leadership Might Be23 Jun 202600:27:16

What if your team's performance problems are actually a leadership problem?

Tiffany Slater, founder and CEO of HR TailorMade, joins Tosha Anderson for a frank conversation on why teams underperform and what nonprofit leaders are missing. They dig into onboarding, unclear expectations, accountability systems, and the hard question of when to coach versus when to move on.

Tiffany and Tosha also share how TCCFO uses success profiles and monthly one-on-ones to build high-performing teams, and close with the one question every leader should ask before blaming their people.

Practical, honest, and a little uncomfortable in the best way.


Connect with Tiffany Slater

🌐 Website: https://www.hrtailormade.com

💼 LinkedIn: https://www.linkedin.com/in/tiffany-e-slater/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

And if this episode resonated, leave a review or share it with a fellow nonprofit leader who needs to hear it.

Episode 160: The Invisible Workload: Why Neurodivergent Nonprofit Leaders Burn Out Differently (And What It's Costing Us All)09 Jun 202600:37:18

Most nonprofit leaders know what burnout feels like. But not everyone burns out the same way.In this episode, Tosha Anderson sits down with Britt Stockert, Certified Fundraising Executive and coach at Donorbox, to talk about something that rarely comes up in the nonprofit leadership conversation: neurodivergence and the invisible workload it creates.Britt and Tosha both share their own experiences realizing, in their 40s, that what they thought was anxiety, over-ambition, or just being "a lot" was actually something more specific. And they explore why the nonprofit sector may be uniquely positioned to both attract and burn out neurodivergent leaders at an alarming rate.


In this conversation, you'll hear about:

  • What "superhero mode" looks like in practice, and why it eventually collapses
  • The secondary operating system neurodivergent leaders carry that neurotypical colleagues don't
  • Why neurodivergent burnout often goes undetected in teams until it's a crisis
  • What alexithymia is and why it matters for nonprofit leaders
  • Small, practical changes that leaders and organizations can make right now
  • Why a formal diagnosis is not required to start advocating for yourself


This is one of those episodes that will make a lot of people feel a lot less alone.


Read more on our blog: https://thecharitycfo.com/neurodivergent-burnout-nonprofit-leaders/

Connect With Brittan Stockert

💼 LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/brittans/

Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


Subscribe to A Modern Nonprofit Podcast for conversations on nonprofit leadership, fundraising strategy, financial management, and the human side of running mission-driven organizations.

Episode 159: Why Most Nonprofit Press Releases Fail—and How to Actually Earn Media Coverage26 May 202600:26:29

Your press release is not getting picked up because it's written for you, not for the journalist.


In this episode of A Modern Nonprofit Podcast, Tosha Anderson talks with Mickie Kennedy, founder of eReleases, about what actually makes a nonprofit press release work. They cover the story arc journalists want to see, how to pitch local media with no budget, why your quotes are probably too safe, and how to turn earned media into a tool for donor retention and staff morale.


Practical, direct, and full of real examples. A must-listen for any nonprofit leader who has sent a press release into the void and heard nothing back.


Connect With Mickie Kennedy

🌐 Website: ⁠⁠https://www.ereleases.com/causewire/

💼 LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/publicity/

Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ Get the nonprofit finance insights your org needs: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 158: Sustainable Leadership Without Burnout: Weekly Habits Nonprofit Leaders Need Now12 May 202600:41:01

Nonprofit burnout is real and nonprofit leaders are carrying more than ever before.


In this episode, Tosha Anderson sits down with productivity coach and Winning the Week co-author Demir Bentley to talk about sustainable leadership, weekly planning, productivity systems, and how nonprofit professionals can stop living in constant overwhelm.If you constantly feel behind, struggle to disconnect from work, or feel guilty setting boundaries, this episode will help you rethink what healthy leadership actually looks like.


In this conversation, we discuss:

✔ Why nonprofit professionals experience extreme burnout

✔ How perfectionism and urgency culture hurt organizations

✔ Why weekly planning creates calm and clarity

✔ The importance of operational systems and delegation

✔ How leaders unintentionally create organizational dependency

✔ Boundary-setting strategies for mission-driven leaders

✔ Practical habits to reduce overwhelm immediatelyThis episode is packed with actionable strategies nonprofit executives can start using this week.


📘 Learn more about Winning the Week: https://www.lifehackmethod.com


📊 Learn more about The Charity CFO Financial Blueprint: https://www.thecharitycfo.com/financial-blueprint


Connect With Demir Bentley

🌐 Website: https://lifehackmethod.com/

💼 LinkedIn: https://www.linkedin.com/in/demirbentley/

📘 Grab Winning the Week here.

Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfo🔔 Subscribe to our newsletter for more nonprofit leadership conversations, financial strategy insights, fundraising tips, and operational best practices.

Episode 157: Budgeting for Impact: Why Nonprofits Need More Than Just a Spreadsheet28 Apr 202600:30:14

Most nonprofits have a budget.


But very few are actually using it to make better decisions.


In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with CFO Pat Fisher from The Charity CFO to break down what effective nonprofit budgeting really looks like.


This is not about spreadsheets. It is about strategy.


You will learn:

  • Why every nonprofit needs a board-approved budget

  • The biggest budgeting mistakes nonprofit leaders make

  • How to turn your budget into a real management tool

  • Why involving your team changes everything

  • The difference between budgeting and forecasting

  • How to plan for funding uncertainty and pivot with confidence

This episode highlights Principle #12 of The Charity CFO Financial Blueprint, a framework built from working with hundreds of nonprofits.


If your budget feels disconnected, outdated, or stressful, this conversation will show you a better way forward.


Download The Charity CFO Financial Blueprint here.


#nonprofitbudgeting #nonprofitfinance #nonprofitleadership #thecharitycfo #financialmanagement


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


Episode 156: From Starvation to Sustainability: How Nonprofits Can Escape the Funding Trap14 Apr 202600:36:13

Are you constantly chasing funding but still struggling to build sustainable growth?In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Drew Reynolds, Principal Consultant at Common Good Data, to break down why so many nonprofits are stuck in the funding trap and what to do about it.With increasing funding uncertainty and limited capacity, nonprofit leaders are being forced to rethink their fundraising strategy. The key is not doing more. The key is getting clear on your mission and proving your impact.


In this episode, you will learn:

  • Why nonprofits get stuck in the starvation cycle
  • How the Clarity Impact Fundraising framework drives sustainability
  • How to improve donor retention through impact storytelling
  • Practical ways to measure impact without overwhelm
  • How to align your team around mission and results


If you want to build a more sustainable nonprofit and stop chasing funding, this episode is for you.


Check out the full episode and blog here: https://thecharitycfo.com/nonprofit-funding-sustainability/

Connect With Drew Online

🌐 Website: https://www.commongooddata.com/

💼 LinkedIn: https://www.linkedin.com/in/drewdreynolds/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


#nonprofitleadership #nonprofitfunding #fundraisingstrategy #impactmeasurement #thecharitycfo

Episode 155: The State of Grant Seeking in 2026: Strategy, AI, and Surviving the Competition31 Mar 202600:32:11

Grant Writing in 2026 Is Harder Than Ever - Here’s How to Adapt Federal funding volatility.

Private foundations acting like contracts. Massive nonprofits competing for $5,000 grants. And now AI flooding the system with applications.

In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Dr. Krista Kurlinkus to unpack the state of grant seeking in 2026 and what nonprofit leaders must change to survive.


We cover:

-Why competition for grants is exploding

-How AI is increasing volume but lowering quality

-The dangers of “spray and pray” grant writing

-Administrative burden and hidden compliance costs

-Why nonprofits need a Grants Operating System

-How to align strategy before writing another proposal


If you’re feeling overwhelmed by funding shifts, this episode will give you clarity and actionable next steps.


#grantwriting #nonprofitleadership #fundraisingstrategy #nonprofitfinance #aiingrantwriting #thecharitycfo


Connect with Krista Kurlinkus

FREE Templates on Krista's website: https://www.grantwritingmadeeasy.com💼 LinkedIn: www.linkedin.com/in/kristakurlinkus

YouTube: https://www.youtube.com/c/GrantWritingMadeEasy

🎵 TikTok: https://www.tiktok.com/@kristakurlinkus


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 154: Why Donors Don’t Give Again — And How to Fix It17 Mar 202600:32:38

Why Are Donors Disappearing? Here’s What Nonprofits Must Change


Only 20% of first-time donors give again.

That means for every 100 new donors you acquire, 80 disappear.

Is it donor fatigue? The economy? AI? Federal funding volatility?

In this episode of A Modern Nonprofit Podcast, Tosha Anderson and donor strategist Erin Straza unpack the real reasons donors don’t return - and what nonprofit leaders must change to improve donor retention.

We discuss:

  • The truth about donor retention rates

  • Why transactional fundraising fails

  • The power of phone calls and personal outreach

  • How messaging impacts lifetime donor value

  • Why “fully funded” grant-heavy nonprofits are still vulnerable

  • How to shift from a numbers game to relationship strategy

If your fundraising appeals feel like they’re vanishing into the void, this episode is for you.

#donorretention #nonprofitfundraising #nonprofitleadership #fundraisingstrategy #thecharitycfo


💼 LinkedIn: https://www.linkedin.com/in/erinstraza/

🌐 Website: https://erinstraza.com/

FREE Open Office Meet Up with Erin on April 14th

Register for FREE here: https://mailchi.mp/1af00243dff3/charitycfogrowtime


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 153: Federal Grants in 2026: What Nonprofits Need to Know Before Applying03 Mar 202600:38:51

Is federal funding coming back? Should your nonprofit apply for federal grants in 2026? And what are the new compliance risks you need to understand before submitting an application?


In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with federal funding expert Fielding Jezreel to unpack the current state of federal grants as of February 2026.After a turbulent 2025 filled with funding whiplash, shutdown fears, and shifting priorities, we’re finally seeing stability return. But that doesn’t mean it’s business as usual.


We cover:

-Why federal grant opportunities are surging in Spring 2026

-New federal funding priorities (faith-based, charter schools, rural organizations)

-Increased scrutiny around first-year outcomes and compliance

-Red flags that mean your nonprofit is NOT ready to apply

-How to build the infrastructure to withstand federal audits

-Whether you should apply directly or start as a sub-recipient


If you’re a nonprofit leader navigating federal funding, grant management, compliance requirements, or organizational readiness, this episode is essential listening.

Federal grants aren’t all doom and gloom in 2026 — but they do require strategy.


Connect with Fielding Jezreel

LinkedIn: https://www.linkedin.com/in/fieldingjezreel

LinkedIn: https://www.linkedin.com/company/jezreelconsulting

Learn more about Fielding’s Federal Grants Accelerator: https://www.federalgrantsaccelerator.com


Follow Us Online

🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


Full episode here: https://thecharitycfo.com/federal-grants-2026-nonprofit-readiness/


Check these out:

Is Your Nonprofit Ready For Federal Grant Funding?

Why You Shouldn’t Be Giving Up on Federal Grants


#nonprofitleadership #federalgrants #grantwriting #nonprofitfinance #nonprofitstrategy #thecharitycfo

Episode 152: From Compliance to Clarity: How to Streamline Nonprofit Data Collection and Evaluation17 Feb 202600:21:54

Data doesn’t have to feel like a burden.

In this episode of A Modern Nonprofit Podcast, Tosha Anderson talks with Kayla Meyers, Founder of Bridgepoint Evaluation, about how nonprofit leaders can move from compliance-driven data collection to clarity-driven evaluation strategy.

If your organization is collecting data for grants but not using it for decision-making, team alignment, or strategic growth, this conversation will help you rethink your approach.

You’ll learn how to:

  • Shift from reactive to proactive evaluation

  • Streamline nonprofit data systems

  • Improve data quality without increasing volume

  • Align your team around shared learning goals

  • Combine impact stories with metrics

Evaluation isn’t just a reporting requirement — it’s a leadership tool.


Read the full blog recap here: https://thecharitycfo.com/from-compliance-to-clarity-how-nonprofits-can-finally-make-data-work-for-them/


Connect with Kayla Meyers

💼 LinkedIn: https://www.linkedin.com/in/bridgepointkayla/

🌐 Website: https://www.bridgepointevaluation.com/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


#nonprofitpodcast #nonprofitdata #impactmeasurement #nonprofitstrategy #thecharitycfo


Episode 151: Rethinking Philanthropy: How Business Leaders Can Help Nonprofits Create Lasting Impact03 Feb 202600:33:13

What if philanthropy wasn’t just about writing checks - but about building systems that actually work?In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Ed Mitzen, Co-Founder of the Business for Good Foundation, to talk about rethinking traditional philanthropy through a business lens.After selling his for-profit company, Ed and his wife chose a hands-on approach to giving - investing time, talent, and capital into workforce development, housing, entrepreneurship, and underserved communities. Together, they explore how nonprofits, government, and the private sector can collaborate more effectively to create long-term economic mobility instead of short-term fixes.

You’ll hear real examples of:

  • Using entrepreneurship to reduce reliance on nonprofit services
  • Partnering with government to get funding out faster
  • Why nonprofit boards need business expertise
  • How to engage donors and business leaders beyond writing checks
  • What nonprofits should focus on as funding gets tighter

If you’re a nonprofit leader, funder, or board member navigating uncertainty and looking for smarter, more sustainable ways to drive impact - this episode is for you.


Connect with Ed Mitzen

🌐 Website: ⁠⁠https://www.bfg.org/💼 LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/ed-mitzen/

💼 LinkedIn: https://www.linkedin.com/company/businessforgoodfoundation/

Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 150: Why Traditional Strategic Plans Fail Nonprofits - And What to Do Instead20 Jan 202600:28:59

Traditional strategic plans are failing nonprofits.


In this episode of A Modern Nonprofit Podcast, Tosha Anderson and Theresa Guest, CFO at The Charity CFO, explain why so many nonprofit strategic plans collect dust instead of driving decisions. Using insights from The Charity CFO Financial Blueprint, they unpack the missing links between strategy, accountability, financial planning, and execution.


You will learn why quarterly planning creates more momentum than multi year roadmaps, how financial alignment exposes unrealistic goals early, and what nonprofit leaders can do this quarter to turn strategic planning into a living system that supports sustainable growth.


This episode is a must listen for nonprofit leaders who want clarity, alignment, and financial sustainability.


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 149: Why Strategic Finance Is the Key to Nonprofit Fundraising Survival06 Jan 202600:42:46

Fundraising and finance are supposed to work together but in most nonprofits they operate in silos. In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with David Cristello, Founder and CEO of Jetpack Workflow, to talk about why this disconnect is costing nonprofits time, money, and people.They dive into grant utilization, financial visibility, burnout, and why spreadsheets are failing nonprofit leaders. David shares what he has learned building technology for accountants and how those lessons apply to nonprofits struggling to track grants, programs, and funding gaps. If you are a nonprofit CEO, finance leader, or fundraiser trying to reduce chaos and make smarter decisions, this conversation will resonate.This episode is especially relevant if you are struggling with grant tracking, forecasting, financial transparency, or aligning fundraising strategy with financial reality.Connect with David Cristello🌐 Website: https://www.actuallyFI.com 💼 LinkedIn: https://www.linkedin.com/in/davidcristello/Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 148: How to Build and Protect Employee Trust During Organizational Change23 Dec 202500:26:52

Trust is the currency of leadership - especially during disruption.In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Kim Bohr, President & COO of SparkEffect, to unpack how nonprofit leaders can navigate uncertainty without losing the trust, morale, and engagement of their people.Kim draws from SparkEffect’s new research study, Trust in Turbulence: The 2025 State of Organizational Trust, revealing what employees say builds trust (and destroys it) during disruption. They discuss:✔️ Why disruption hits trust before anything else✔️ The “Trust Dividend” - and how trust can grow during change✔️ Why middle managers are the most powerful (and fragile) culture carriers✔️ How nonprofits can protect belonging and psychological safety✔️ How to measure trust like a strategic asset - not a soft skillWhether you’re navigating shifting funding, leadership turnover, or organizational restructuring, this episode gives nonprofit CEOs and leaders the playbook for leading with clarity, consistency, and purpose.

Check out the full episode here: https://thecharitycfo.com/trust-during-disruption-nonprofit-leaders/

👉 Download the SparkEffect Trust Report for 2025: https://www.sparkeffect.com/mnp👉 Explore more nonprofit leadership tools at: https://www.thecharitycfo.com#nonprofitleadership #organizationaltrust #changemanagement #nonprofitmanagement #thecharitycfo Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfo


Connect with Kim BohrLinkedIn: https://www.linkedin.com/in/kimbohr/SparkEffect LinkedIn Company Page: https://www.linkedin.com/company/sparkeffect/

Courage to Advance Podcast available on All PlatformsPodcast Webpage: https://sparkeffect.com/sparkeffect-podcast-courage-to-advance/

YouTube: https://www.youtube.com/@sparkeffect-usCompany Website Homepage: https://sparkeffect.com/Join our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 147: Unrestricted Revenue: The Lifeblood of Nonprofit Agility and Growth09 Dec 202500:29:48

Most nonprofit leaders want more unrestricted revenue - but few have a strategy for building it.


In this episode, The Charity CFO’s Tosha Anderson and Aaron Landis explain why unrestricted funds are the true fuel behind nonprofit growth, stability, and innovation. Drawing on conversations with hundreds of CEOs and EDs, they highlight why organizations with the highest unrestricted percentages are often the most resilient and mission-aligned.


You’ll learn:

• Why unrestricted revenue is essential to scaling programs

• The risks of relying on restricted grants or government funding • How unrestricted dollars improve staffing, operations, and long-term planning

• How boards and CEOs can shift the fundraising mindset

• Practical ways to increase unrestricted support in your next budget cycle


A must-listen for CEOs, CFOs, development leaders, and board members serious about financial health.


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoReach out and connect with Aaron Landis: https://www.thecharitycfo.com/contactJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint#nonprofitfundraising #unrestrictedrevenue #nonprofitleadership #financialsustainability #thecharitycfo

Episode 146: Why People Really Give: Using Brain Science to Build Better Donor Relationships25 Nov 202500:37:04

Why do people really give? It is not logic. It is not spreadsheets. It is not persuasion.

In this thought-provoking conversation, Tosha talks with fundraising strategist and neuroscience expert Cherian Koshy about the biology and behavior behind generosity.

Together they explore how the brain rewards giving, why relationships matter more than transactions, and how nonprofit leaders can create emotionally resonant donor experiences.

Cherian shares insights on donor identity, digital fatigue, donor retention, and how to ethically communicate urgency during uncertain times. This episode offers a practical and science-informed look at what motivates people to be generous.


Episode Timestamps:

00:00 – 02:00Introduction and context for why neuroscience matters in fundraising.

02:00 – 09:30How generosity shows up in the brain and why giving is a biological event.

09:30 – 17:30Behavioral finance principles and why money decisions rarely follow logic.

17:30 – 23:00A new understanding of donor fatigue and why emotional connection matters most.

23:00 – 29:30Identity theory and how reinforcing donor values builds long-term relationships.

29:30 – 33:00Digital fatigue and how to create messages that activate attention and memory.

33:00 – 41:30Creating ethical urgency during uncertain times while maintaining trust.

41:30 – EndWhere listeners can find Cherian and final thoughts from Tosha.

Follow Cherian Koshy Online

🌐 Website: https://www.cheriankoshy.com

💼 LinkedIn: https://www.linkedin.com/in/cheriankoshy/

📘Book: https://neurogivingbook.com/


Follow Us Online🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠📸 Instagram: @thecharitycfo📘 Facebook:⁠⁠ /thecharitycfo⁠⁠💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠🎵 TikTok: @thecharitycfo

Join our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


Check out these blogs next:

Nonprofit Communications: Navigating Donor Conversations

The Psychology of Fundraising

Resources Mentioned:

Book: Your Money Has Feelings by Shannon Ryan


Episode 145: Think Before You Lead: The Financial Red Flags Every Nonprofit CEO Needs to Spot12 Nov 202500:18:34

Are you walking into a financial mess without realizing it? In this episode of A Modern Nonprofit Podcast, Tosha Anderson shares the five critical financial questions every new nonprofit CEO should ask in their first 90 days.


You’ll learn how to:

  • Spot hidden red flags in budgets and audits

  • Understand what funders, auditors, and reports are really saying

  • Build early trust with your board and financial team

  • Protect your organization from preventable financial risk

Whether you’re a first-time CEO or stepping into a new nonprofit, this episode will help you lead with clarity and confidence from day one.


🎧 Listen now or catch the full webinar at https://www.thecharitycfo.com/resources


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

#nonprofitfinance #nonprofitleadership #thenonprofitceo #thecharitycfo #nonprofitmanagement #financialoversight


Episode 144: Your Finance Committee Might Be Broken: How to Build One That Actually Helps05 Nov 202500:30:31

Your finance committee can be your nonprofit’s greatest asset—or its biggest headache.

In this episode, host Tosha Anderson and CFO Trina Owens-Rogers dive into the do’s and don’ts of creating an effective finance committee. From micromanaging boards to committees that never meet, they’ve seen it all, and they share what actually works.


You’ll discover:

  • The true role of a finance committee

  • How to spot when your committee is too hands-off or too controlling

  • Real-world examples from nonprofits that got it right (and wrong)

  • Practical steps to build a finance committee that strengthens your organization’s financial oversight


🎯 Perfect for Executive Directors, Board Treasurers, and Finance Leaders who want to lead with confidence.


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Repost: Grant Writing 101 for Nonprofits: How to Find and Win the Right Grants28 Oct 202500:27:46

Repost: Grant Writing 101 for Nonprofits: How to Find and Win the Right Grants


Finding and managing grants is one of the toughest parts of nonprofit growth. In this conversation, Tosha and grant writer Kate Hephner break down how to:


  • Identify the right grant opportunities

  • Write stronger, more organized proposals

  • Collaborate effectively with your team

  • Build a reputation as a trustworthy funding partner

This episode is perfect for new nonprofit leaders, founders, and development staff ready to elevate their grant strategy.


📍 Subscribe for more conversations with experts helping nonprofits work smarter, not harder.


If you need a freelance grant writer to help you win more funding, you can reach out to Kate through her LinkedIn page: ⁠https://www.linkedin.com/in/kate-hephner-019a522/⁠


Links to the grant directories mentioned by Kate:


Want to learn more about finding grants for your organization? Check out our episode with the founder of Grantwatch here: ⁠https://thecharitycfo.com/libby-hikind-how-to-find-grants/


Follow Us Online

🌐 Website: ⁠⁠⁠www.thecharitycfo.com⁠⁠⁠

📸 Instagram: @thecharitycfo

📘 Facebook:⁠⁠ /thecharitycfo⁠⁠

💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠

🎵 TikTok: @thecharitycfo


Join our newsletter: ⁠https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


⁠Download The Charity CFO Financial Blueprint: ⁠https://go.thecharitycfo.com/financial-blueprint

Episode 143: Why Your Fundraising Strategy Isn’t Working (and How to Fix It)22 Oct 202500:41:41

Most nonprofits struggle to understand why their fundraising isn’t working. In this episode, Tosha Anderson, Founder of The Charity CFO, talks with Jeff Schreifels, Principal and Owner of Veritus Group, about what it takes to build a fundraising strategy that truly connects with donors.


You’ll learn:

  • Why fundraising is not just about the money
  • How to move from transactional asks to relationships
  • The secret to permission-based asking
  • What it takes to build donor trust and loyalty
  • How to create a culture of philanthropy that sustains your mission


If your fundraising team is feeling stuck, burned out, or disconnected from donors, this conversation will change how you lead, ask, and grow.


🎧 Listen to more episodes at https://www.thecharitycfo.com

Check out the full blog recap here.


Connect with Jeff Schreifels

Principal and Owner of Veritus Group

🌐 Website: ⁠⁠https://veritusgroup.com/

💼 LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jeffschreifels/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


#nonprofitfundraising #nonprofitleadership #thecharitycfo #major gifts #fundraisingstrategy #donorrelationships #veritusgroup

Episode 142: Why It’s So Hard to Trust Marketing Numbers (and What Nonprofits Can Do About It)15 Oct 202500:35:35

Why are marketing metrics so confusing and how can nonprofits make smarter decisions about where to invest their dollars?

Join Tosha Anderson, Founder of The Charity CFO, as she talks with Jeff Greenfield, CEO and Founder of Provalytics, about how nonprofits can finally get clarity on their marketing data.

In this episode, you’ll learn:

  • Why marketing numbers don’t always add upHow to distinguish clicks from attention
  • What “working vs. nonworking” marketing dollars really mean
  • Why paid advertising is not just for big organizations
  • How AI is transforming digital marketing for nonprofits


If your nonprofit struggles to measure marketing ROI or to convince your board that marketing is an investment, this episode will help you see your data in a whole new way.


Check out the blog recap: https://thecharitycfo.com/why-nonprofit-marketing-metrics-dont-add-up/


Connect with Jeff Greenfield

🌐 Website: https://provalytics.com/💼 LinkedIn: https://www.linkedin.com/in/jeffgreenfield/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 140: Scaling Without Burnout: How Systems Keep Nonprofits Growing Strong07 Oct 202500:53:02

Most nonprofits try to scale by adding more people, but that often makes the chaos worse. In this episode, Tosha Anderson and Dr. Andrea Ortega uncover how to scale your nonprofit through systems, not stress. Learn how to build SOPs, create repeatable workflows, strengthen board engagement with useful dashboards, and handle the challenges that come with federal grants and rapid growth. If you’re a nonprofit leader ready to move from reactive to proactive, this conversation is for you.


Connect with Andrea Ortega

Founder and CEO of Palante Nonprofits, LLC.

🌐 Website: www.palantenonprofits.com

📸 Instagram: www.instagram.com/palantenonprofits

💼 LinkedIn: www.linkedin.com/company/palante-nonprofits-llc

Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 141: What Every New Nonprofit CEO Should Ask About the Finances (Before It’s Too Late)30 Sep 202500:27:19

New nonprofit CEO? Don’t inherit a financial mess. In this solo episode, Tosha breaks down the exact questions to ask in Week 1 and the first 90 days so you can quickly assess risk, read audits + 990s with confidence, pressure-test budget assumptions, verify restricted funds, and fix delayed or conflicting reports. You’ll learn how to evaluate your finance team, set a cadence for monthly close, and own the financial story with your board and funders.


Grab our free Financial Blueprint and avoid painful surprises.

The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

You’ll learn:

  • What to request on Day 1: budget, financials, audits, 990s, funder site reviews
  • Red flags: late audits, missing monthly reports, conflicting dev vs. finance numbers
  • How to test budget assumptions and build department/program budgetsTracking restricted funds the right way
  • Who owns compliance and reporting, and why it mattersFollow Us Online

🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1

Ep. 139: Nonprofit Networking That Works: How to Prepare, Connect, and Follow Up for Real Results23 Sep 202500:39:03

Networking is not a box to check. It is how modern nonprofits fuel mission, board growth, fundraising, and talent. Tosha Anderson sits down with Anne Marie Dougherty, CEO of the Bob Woodruff Foundation, to break down how to prepare for events, find common ground quickly, tell sharper stories, and follow up with discipline. They cover board dynamics, scaling programs without losing focus, and why curating your network beats collecting contacts.

If you lead a nonprofit, this playbook will help you build real relationships that move your mission forward.


Connect with Anne Marie Dougherty

📸 Instagram: @ammdougherty

💼 LinkedIn: https://www.linkedin.com/in/anne-marie-dougherty-75340125/

Twitter: @AMDougherty


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 138: Beyond Staff: Engaging Your Full Nonprofit Workforce - Board Members and Volunteers Included09 Sep 202500:38:44

Beyond Staff: Engaging Your Full Nonprofit Workforce - Board Members and Volunteers Included

Nonprofit engagement cannot stop at staff. In this episode, Tosha Anderson and leadership expert Rhonda Travers show you how to engage employees, board members, and volunteers with a simple lifecycle approach. Learn to define volunteer roles, onboard and offboard board members, build a basic governance dashboard, and communicate across channels so your mission stays top of mind.


Connect with Rhonda Travers

Travers Training & Consulting - Founder & President

💼 LinkedIn: https://www.linkedin.com/in/rhondatravers/

🌐 Website: www.traverstraining.com


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 137: Teamwork and Integrity: Lessons in Strong Nonprofit Leadership26 Aug 202500:41:28

Strong nonprofit leadership isn’t about having all the answers - it’s about building trust, empowering teams, and leading with integrity.In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Karen Leies, President & CEO of The Seeing Eye, the world’s oldest guide dog school. Together they explore:

  • The role of integrity in shaping culture and trust
  • Why teamwork is the backbone of nonprofit success
  • How to balance tradition with innovation in a 96-year-old organization
  • Practical leadership lessons for CEOs, executives, and board members

🔗 Learn more about The Charity CFO Financial Blueprint and how strong leadership drives nonprofit sustainability: https://go.thecharitycfo.com/financial-blueprint Connect with Karen LeiesWebsite: https://www.seeingeye.org/Instagram: https://www.instagram.com/TheSeeingEyeLinkedIn: https://www.linkedin.com/company/the-seeing-eye/Facebook: https://www.facebook.com/SeeingEyeTwitter: SeeingEyeIncFollow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 136: Leading Through Scarcity: How Nonprofit Leaders Can Find Clarity19 Aug 202500:40:26

Scarcity in nonprofits isn’t just about money. In this powerful conversation, Pierre Berastain of The Centre for Public Impact joins Tosha Anderson to explore financial, structural, and psychological scarcity, and how they shape nonprofit culture, leadership, and sustainability.You’ll learn:-Why scarcity creates cycles of burnout and underinvestment-The difference between a crisis-driven vs. clarity-driven culture-Practical tools like decision filters and personal boards of directors-How nonprofit leaders can reclaim focus, set boundaries, and build resilienceIf you’re a nonprofit leader navigating limited resources and constant demands, this episode will help you step out of survival mode and into clarity.👉 Subscribe for more strategies on nonprofit finance, leadership, and sustainability.Connect with Pierre Berastain🌐 Website: https://pierreberastain.com/💼 LinkedIn: https://www.linkedin.com/in/pierreberastain/Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 135: Shoestring Marketing Hacks for Nonprofits: AI, Video & Thought Leadership05 Aug 202500:43:05

Tosha Anderson sits down with Dr. Dustin York to explore nonprofit marketing trends you can implement without a big budget. They cover AI agents for SEO, video podcast strategy, free Apple Wallet passes, content repurposing into 60 assets, thought leadership hacks via Qwoted and a 90-day action plan to boost visibility. Perfect for nonprofit leaders seeking tactical, scalable marketing strategies.


Connect with Dr. Dustin YorkLinked In: ⁠https://www.linkedin.com/in/dryork/⁠Website: ⁠https://www.drdustinyork.com/⁠Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 134: Restricted Grants: When They Help, When They Hurt, and How to Release Them Quickly29 Jul 202500:21:54

Are restricted grants helping your nonprofit—or silently hurting it?In this solo episode, Tosha Anderson, CEO & Founder of The Charity CFO, dives deep into the complicated world of restricted vs. unrestricted grants. You’ll learn when restricted funds are a smart move, when they create cash flow nightmares, and how to release them quickly so they actually work for your mission, not against it.Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

Episode 133: Leading with Purpose: Women Transforming the Nonprofit Sector22 Jul 202500:46:33

Only 22% of nonprofit Executive Directors are women—yet 75% of nonprofit employees are.

Why aren’t more women making it into leadership roles?

In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Shilpa Alva, Founder and Executive Director of Surge for Water, to talk about the challenges, opportunities, and long-term impact of women in nonprofit leadership.

You’ll learn:

  • What’s stopping women from climbing the nonprofit ladder

  • How systemic funding gaps hold women (especially women of color) back

  • The power of leading with empathy and feminine energy

  • Why centering women in solution-building drives stronger impact

Whether you're a founder, board member, or team leader—this conversation will make you think differently about leadership and sustainability in the nonprofit sector.


Connect with Shilpa Alva

LinkedIn- https://www.linkedin.com/in/shilpa-alva-858b841/

Website: https://surgeforwater.org/

Shilpa's story: https://surgeforwater.org/our-story/founders-story/


Follow Us Online

 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠

 📸 Instagram: @thecharitycfo

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Join our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


Episode 132: Find Your People: How Advocacy Helped One Founder Build a Mission-Driven Nonprofit15 Jul 202500:40:48

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson talks with Courtney Johnson, the Founder and CEO of Culinary Care, a nonprofit that delivers meals and comfort to cancer patients undergoing treatment. Courtney shares what it's really like to start a nonprofit from scratch at just 23 years old, and how advocacy—both for her mission and herself—was the key to getting in the door with hospitals, donors, and volunteers.


You’ll learn how she built a sustainable fundraising model, why she ignored the naysayers, and what every aspiring founder needs to know before launching a nonprofit. If you’re starting out or scaling up, this episode will re-ignite your passion and give you practical tools for finding your people.


✅ Topics Covered:

  • How to turn a personal story into a powerful mission
  • Advocacy as a strategy to open doors and win support
  • Navigating nonprofit startup challenges as a young founder
  • Building community through intentional fundraising
  • Sustaining growth with aligned partnerships

  • Connect with Courtney Johnson
  • Linked In- https://www.linkedin.com/in/courtney-s-white/

  • Website- https://culinarycare.org/

  • Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠  / the-charity-cfo⁠⁠   🎵 TikTok: @thecharitycfo 📬 Join Our Newsletter⁠⁠ https://go.thecharitycfo.com/l/995872...Download The Charity CFO Blueprint ⁠https://go.thecharitycfo.com/financia...

  • Episode 131: Branding Isn’t Your Logo: Why Nonprofits Must Evolve to Stay Relevant08 Jul 202500:47:22

    Is your nonprofit brand outdated—or just unclear? In this episode of A Modern Nonprofit Podcast, branding expert Steven Picanza joins Tosha Anderson to explore what modern branding really means for nonprofits. Discover why your brand is more than a logo, how to simplify your messaging without losing impact, and why your website might be pushing people away.Steven breaks down the key differences between voice and tone, how to build brand culture internally, and how to attract individual donors in a world where grant funding is increasingly unstable. Whether you're just starting to think about your branding—or planning a full rebrand—this episode offers a clear roadmap for nonprofits ready to modernize.Topics covered:How to serve multiple audiences without overwhelming themClarifying your verbal identity and toneBranding as an internal culture-building toolBudget-friendly tips for evolving your brand without a full overhaul#nonprofitbranding #nonprofitmarketing #brandstrategy #donorfocused #verbalidentity #thecharitycfo #anewbrand


    Connect with Steven Picanza

    Website: https://www.stevenpicanza.com/

    Youtube: @Picanza

    LinkedIn: https://www.linkedin.com/in/stevenpicanza/


    Follow Us Online

    🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠

    📸 Instagram: @thecharitycfo

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    🎵 TikTok: @thecharitycfo

    📬 Join Our Newsletter⁠⁠ https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1⁠⁠

    Download The Charity CFO Blueprint ⁠https://go.thecharitycfo.com/financial-blueprint⁠

    Episode 130: Why You Shouldn't be Giving up on Federal Grants08 Jul 202500:42:31

    Federal grants are more chaotic than ever. Delays, shifting executive orders, compliance confusion—and now, questions about what language nonprofits can or can’t use in applications. But should you give up on federal funding altogether?In this episode of A Modern Nonprofit Podcast, Tosha Anderson is joined by Fielding Jezreel, federal grant strategist, Founder & President of Jezreel Consulting, to unpack what’s really happening with federal grants in 2025—and why walking away could hurt your mission more than help it.You’ll learn:How to assess whether your nonprofit is ready—and willing—to pursue federal fundsWhat’s changed (and hasn’t) in compliance and DEI-related requirementsHow advocacy and funding strategy are now deeply connectedWhy applying might be your loudest form of protestWhat to do before your first applicationWhether you’re already in the federal grant game or standing at the edge of it, this is the clarity and strategy you’ve been craving.#federalgrants #nonprofitfunding #grantwriting #nonprofitstrategy #nonprofitleadership #thecharitycfoContact Fielding Website: https://www.jezreelconsulting.com/LinkedIn: https://www.linkedin.com/in/fieldingjezreel/Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠https://www.linkedin.com/company/the-charity-cfo⁠⁠ 🎵 TikTok: @thecharitycfo 📬 Join Our Newsletter⁠⁠ https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1⁠⁠

    Episode 129: Why nonprofits need budgeting AND forecasting: and what’s the difference24 Jun 202500:38:25

    Every nonprofit builds a budget. But only the most effective leaders use forecasts to steer their organizations forward. In this episode, A Modern Nonprofit Podcast host Tosha Anderson is joined by David Steffens, CPA to break down the difference between budgeting and forecasting—and why both are critical for financial health and sustainability.

    They discuss:

    • What a budget really is (and isn’t)

    • How forecasts go beyond “what happened” to show “what’s next”

    • Common mistakes in budgeting and how to fix them

    • How to build a basic forecast, even with limited resources

    • Why forecasting prevents financial surprises (and panic)

    If you’ve ever looked at your budget and thought, “This isn’t telling me what I need to know,” this episode is for you.

    Follow Us Online

     🌐 Website: ⁠www.thecharitycfo.com⁠

     📸 Instagram: @thecharitycfo

     📘 Facebook:⁠ /thecharitycfo⁠

     💼 LinkedIn: ⁠https://www.linkedin.com/company/the-charity-cfo⁠

     🎵 TikTok: @thecharitycfo

     

    📬 Join Our Newsletter

    ⁠ https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1⁠


    Download The Charity CFO Blueprint

    https://go.thecharitycfo.com/financial-blueprint

    Episode 128: Strategic Planning for Nonprofits: Why It’s Broken and How to Fix It17 Jun 202500:41:00

    What is strategic planning really — and are you doing it right? In this episode, Tosha Anderson talks with Steve Strang, Practice Director at Spectrum Nonprofit Services, about why so many nonprofits misunderstand strategic planning.


    They unpack what a strategic plan should look like, how to align it with your team’s capacity and funding reality, and when not to pursue growth. If your organization is in flux, dealing with turnover, or facing budget concerns, this episode is a must-listen for grounding your next move in strategy that actually works.


    Connect with Steve Strang

    Website: https://spectrumnonprofit.com/

    LinkedIn: linkedin.com/in/stevenstrang


    Check Out These Blogs Next:

    Follow Us Online

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     🎵 TikTok: @thecharitycfo

     

    📬 Join Our Newsletter

     https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


    Episode 127: Nonprofit Board Myths, Truths, and How to Build One That Actually Works 10 Jun 202500:51:16

    Nonprofit board struggles? You’re not alone.

    In this episode of A Modern Nonprofit Podcast, Tosha sits down with Katerina Manoff, founder & CEO of ENGin, to bust the biggest myths about boards—and reveal what actually works when you're building or evolving one.

    They talk about:

    • The unrealistic expectations many founders have about boardsWhy “bless and release” is a vital leadership move
    • How to recruit board members who align with your mission and your strategy
    • The difference between helpful support and harmful micromanagement

    Whether you’re stuck with a passive board, navigating founder dynamics, or trying to scale with the right people at the table, this episode will help you shift from frustration to functionality.


    Connect with Katerina Manoff

    Website: www.enginprogram.org

    Facebook: https://www.facebook.com/enginprogram; @enginprogram

    Instagram: https://www.instagram.com/enginprogram/; @enginprogram

    LinkedIn: https://www.linkedin.com/in/katerina-semida-manoff-12b27720/


    Check Out These Blogs Next:

    Nonprofit Board Committees In A Modern Nonprofit: https://thecharitycfo.com/nonprofit-board-committees-in-a-modern-nonprofit/3 Tips for Successful Nonprofit Board Development: https://thecharitycfo.com/3-tips-for-successful-board-development/

    Follow Us Online

    🌐 Website: www.thecharitycfo.com

    📸 Instagram: @thecharitycfo

    📘 Facebook: /thecharitycfo

    💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo

    🎵 TikTok: @thecharitycfo

    📬 Join Our Newsletter https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1

    Episode 126: Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser03 Jun 202500:48:34

    Is fundraising really that different from sales?

    Aaron Landis doesn’t think so—and he’s lived both sides. In this episode, he joins Tosha Anderson to reflect on his time as a fundraiser and what he’s learned since entering the for-profit world. From CRM tips and donor follow-up to data-driven KPIs and team communication, this is the nonprofit leadership masterclass you didn’t know you needed.Grab your free blueprint here.Get in Touch with Aaron and The Charity CFO Team here!What to watch next…Nonprofit Fundraising Strategies to Consider https://thecharitycfo.com/nonprofit-fundraising-strategies/Follow Us Online Stay connected and get more exclusive content: 🌐 Website: www.thecharitycfo.com 📸 Instagram: @thecharitycfo 📘 Facebook: /thecharitycfo 💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo 🎵 TikTok: @thecharitycfo 🎧 Spotify: https://open.spotify.com/show/6hofQXP... 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast...Get Involved 📬 Stay Connected Sign up for our newsletter 🎙️ Explore more episodes of A Modern Nonprofit Podcast About The Charity CFOWe’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?Book a FREE consultation here.

    Episode 125: The Benefits of Fractional Executives for Nonprofits27 May 202500:43:36

    Tosha Anderson teams up with Cindy Wagman, Founder of the Fractional Fundraising Network to unpack what it means to hire a fractional executive. From navigating scope creep to knowing when your org is truly ready, this episode reveals everything nonprofits need to know before diving into the fractional model. Get real talk, expert insight, and practical advice on bringing strategic leadership to your team—without the full-time hire.


    Full episode recap here!


    Connect with Cindy Wagman

    LinkedIn

    Website: https://www.nonprofitfractionals.com/ & https://www.fractionalfundraising.co/waitlist


     🌐 Website: www.thecharitycfo.com

     📸 Instagram: @thecharitycfo

     📘 Facebook: /thecharitycfo

     💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo


    📬 Join Our Newsletter



    Episode 124: Stop Wasting Money on Bad Training: The Nonprofit Guide to Learning That Works20 May 202500:44:55

    Does your training actually stick? Or does it feel like you're checking a box no one remembers a week later? In this episode, Tosha Anderson and Dr. Carrie Graham break down what real learning looks like for nonprofits. With the E-R-A training method—Engagement, Retention, Application—you'll learn how to build budget-friendly training that improves performance and morale. Whether you’re a nonprofit executive or team leader, this episode is your blueprint for better staff development.


    Connect with Dr. Carrie Graham

    LinkedIn: https://www.linkedin.com/in/drcarriegraham

    YouTube: https://www.youtube.com/@drcarriegraham

    Instagram: https://www.instagram.com/drcarriegraham

    Website: https://www.drcarriegraham.com


    Follow Us Online

    🌐 Website: www.thecharitycfo.com

    📸 Instagram: @thecharitycfo

    📘 Facebook: /thecharitycfo

    💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo

    🎵 TikTok: @thecharitycfo


    📬 Join Our Newsletter https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


    Episode 123: 5 Signs Your Books Are a Mess & How to Fix Them13 May 202500:49:45

    Your nonprofit’s books might be messier than you think—and that mess could be costing you funding, credibility, and compliance.


    In this episode of A Modern Nonprofit Podcast, Tosha is joined by Nancy Fussner, Director of Onboarding at The Charity CFO, to break down the five biggest red flags she sees when reviewing nonprofit books—and how to clean them up fast.


    From mismatched bank balances to miscategorized expenses and confusing financials, Nancy shares real-world examples and practical fixes that can help you tighten your accounting and build trust with your board, funders, and team.If you’ve ever felt uncertain about your reports, unclear about your chart of accounts, or just want to make sure your books are actually audit-ready, don’t miss this episode.


    Tied to The Charity CFO Financial Blueprint principles #9 (Monthly Reconciliations & Reports), #20 (Multi-Dimensional Accounting), and #23 (Diffused Responsibility).


    Grab your free blueprint here.


    Get in Touch with Nancy and The Charity CFO Team here.


    What to watch next…

    Are You the Problem? Change Happens through Strong Nonprofit Leadership


    Follow Us Online

    Stay connected and get more exclusive content

    🌐 Website: www.thecharitycfo.com

    📸 Instagram: @thecharitycfo

    📘 Facebook: /thecharitycfo

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    🎵 TikTok: @thecharitycfo


    Get Involved

    📬 Stay Connected

    Sign up for our newsletter


    About The Charity CFO

    We’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?

    Book a FREE consultation here.

    Episode 122: The 6 Roles Every Grant Team Needs (and Why You’re Burning Out Without Them)06 May 202500:42:24

    Grant writing doesn’t have to feel like a nonstop emergency. In this episode of A Modern Nonprofit Podcast, Shoshana Grossman-Crist shares the six essential functions of a successful grant team, how to organize internal workflows, and systems to increase sustainability and reduce stress. Tosha and Shoshana offer practical advice for nonprofits of every size to build better grant operations and avoid common mistakes.


    Connect with Shoshana

    Website: https://www.socialimpactcompass.com/?utm_source=A_Modern_Nonprofit_Podcast&utm_medium=podcast&utm_campaign=Interviews

    LinkedIn: https://www.linkedin.com/in/shoshanagrossmancrist/


    Follow Us Online

    🌐 www.thecharitycfo.com

    📸 Instagram: @thecharitycfo

    💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo

    🎵 TikTok: @thecharitycfo


    📬 Join Our Newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


    🆓 Book a FREE consult: https://thecharitycfo.com/contact/

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