Explorez tous les épisodes du podcast Nonprofit Counsel Podcast
| Titre | Date | Durée | |
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| Nonprofit Advocacy & Psychological Safety In Crisis with John Van Cleef | 18 Nov 2025 | 00:27:31 | |
Nonprofit advocacy takes center stage as May Harris welcomes John Van Cleef, CEO of Community Resource Center. In this episode, John shares how community-based organizations can amplify voices for vulnerable populations during unprecedented federal funding challenges. He introduces the concept of polycrisis and emphasizes creating psychological safety in nonprofits to support staff navigating trauma alongside clients. Learn how nonprofit leaders can advocate for federal funding through coalition building, policy engagement, and strategic communication. John's insights on revenue diversification, determined perseverance, and leading with compassion offer a roadmap for nonprofit leadership in uncertain times. What You'll Learn in This Episode: How to build psychological safety in nonprofits during polycrisis by creating trauma-informed environments that support staff while they serve clients experiencing food insecurity, housing security challenges, and other critical needs. Effective nonprofit advocacy strategies, including writing to elected officials, joining nonprofit coalition-building efforts, and partnering with national alliances to protect vulnerable populations during federal funding challenges. The importance of revenue diversification for nonprofit sustainability, including balancing government funding, private donations, and social enterprise models to weather economic uncertainty. Leadership approaches for addressing elder food insecurity and emerging needs in middle-income populations through trauma-informed care and dignity-centered service delivery.
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 John Van Cleef's journey from military service to nonprofit leadership through the Salvation Army and into community-based organizations focused on dignity 03:58 CRC's mission serving 7,600+ individuals facing food insecurity, housing security challenges, and domestic violence services in coastal North County San Diego 10:29 Strategies for crisis management, including determined perseverance, understanding data, and creating psychological safety in nonprofits during polycrisis 16:15 Navigating federal funding challenges through SNAP, CalFresh, and the continuum of Care Funding while monitoring appropriations budget impacts on services 21:20 Nonprofit advocacy tactics: joining national coalitions, informing elected officials with policy advocacy, and using voice to protect vulnerable populations
KEY TAKEAWAYS: Nonprofit leadership requires creating psychological safety in nonprofits by acknowledging polycrisis, caring for teams experiencing secondary trauma, and providing self-care opportunities like sound baths during work hours to support staff wellbeing. Effective nonprofit advocacy means writing in, speaking up, and leading. Nonprofit executives have a sacred trust to amplify voices for people who feel voiceless, and this advocacy is working at the federal, state, and local levels. Revenue diversification is essential for nonprofit sustainability: CRC maintains a balanced portfolio with 55% government funding (28% federal), 30% private funding, and 15% from resale stores to weather funding uncertainties.
ABOUT THE GUEST: John Van Cleef envisions a world where everyone has what they need to thrive. With over 20 years in human services leadership at The Salvation Army, YMCA, Palomar Health, and Community Resource Center, he connects community compassion to community needs. John serves on the Alliance for Regional Solutions and is a Board Member and Partner for Amplified Impact Partners. A US Army Veteran who served in Panama (1989 to 1992), he's a father of four and grandfather of two. In his spare time, you'll find him hiking, jogging, or cycling around San Diego County, working on his golf swing—but definitely NOT posting on social media.
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| Why Specialist Expertise for Nonprofits Matters with Mike Payne | 04 Nov 2025 | 00:27:08 | |
Nonprofit accounting and legal services require specialized expertise that most professionals lack. On this episode of Nonprofit Counsel, host May Harris speaks with Mike Payne, founder and CEO of Boss Advisors, about why combining these disciplines creates better outcomes for charitable organizations. Mike shares his journey from Ernst & Young's tax-exempt organization practice to building an innovative firm that integrates nonprofit CPA services with legal counsel. They discuss critical topics, including Form 990 preparation, board governance, conflict of interest policies, and why professionals should never dabble in nonprofit tax compliance. This conversation explores the benefits of combining legal and accounting services for nonprofits, while avoiding costly mistakes that could jeopardize their tax-exempt status.
What You'll Learn in This Episode: Why nonprofit accounting and legal services should be integrated rather than siloed to prevent costly compliance mistakes The critical importance of specialized expertise in tax-exempt organizations and why professionals should never dabble in nonprofit law How to establish proper board governance, including required training, conflict of interest policies, and articles of incorporation reviews Best practices for Form 990 preparation and understanding the unique disclosure requirements that differ from traditional business tax returns Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Mike Payne's journey from law school to Ernst & Young's tax-exempt organization practice and founding Boss Advisors 05:55 Combining nonprofit accounting and legal services eliminates the client middleman problem in nonprofit tax compliance, and it represents the intersection of law and tax 13:17 The dangers of practitioners dabbling in nonprofit law without specialized expertise in Form 990 preparation 19:16 Discussion of essential board governance training, including conflict of interest policies and required board member education 22:52 Ensuring articles of incorporation and bylaws align with actual organizational activities and charitable purpose
KEY TAKEAWAYS: Nonprofit accounting and legal services must be integrated to avoid putting clients in the awkward position of translating information between their accountant and lawyer, which often results in missed critical details affecting nonprofit tax compliance. Practitioners should never dabble in tax-exempt organizations' work—whether lawyers or CPAs—because the specialized knowledge required means mistakes can result in excise taxes, intermediate sanctions, or complete loss of tax-exempt status for the organization. Every board governance structure needs the ABCs plus D: articles of incorporation, bylaws, conflict of interest policy, and annual disclosure statements that board members must review and sign to ensure proper understanding and compliance.
ABOUT THE GUEST: Michael Payne, JD, CPA, is a licensed attorney and Certified Public Accountant with over 20 years of experience serving business owners, individuals, and nonprofit organizations across the nation. As Founder and CEO of Boss Advisors, Mike leads the Advisory Practice, specializing in entity structuring, tax strategy, and compliance solutions that maximize efficiency and savings for clients. Having worked with large CPA and law firms before starting his own practice, Mike combines Big Four expertise with personalized service for local businesses and nonprofit organizations across the nation. A proud Arizona native and father of five, Mike holds a bachelor's degree in Accounting from NAU and a Juris Doctorate from ASU's Sandra Day O'Connor College of Law.
RESOURCES MENTIONED: For Profit Law Group - Website
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| The Future of Nonprofit Policy: Advocacy, Funding & Leadership with Geoff Green | 23 Apr 2024 | 00:26:48 | |
The nonprofit sector is more than service—it's advocacy, innovation, and one of California's largest economic forces. In this milestone 20th episode of the Nonprofit Counsel Podcast, host May Harris speaks with Geoff Green, CEO of the California Association of Nonprofits (CalNonprofits). Geoff shares insights on nonprofit advocacy, policy reform, board engagement, funding challenges, and legislative priorities shaping the sector in 2024 and beyond. From the Nonprofit Equity Initiative and government contracting reform to the ongoing debate over the Johnson Amendment, Geoff explains why nonprofit leaders must stay politically engaged. If you're a nonprofit executive, board member, or advocate, this conversation will help you understand the power of nonprofit policy engagement and how CalNonprofits amplifies the voice of more than 10,000 organizations across the state. What You Will Learn in This Episode ✅ Why the nonprofit sector is one of California's largest employers and a hub for innovation Key Takeaways 🔹 Nonprofits are problem solvers – filling gaps where government and private industry cannot
Geoff Green is the CEO of the California Association of Nonprofits (CalNonprofits), where he leads advocacy, research, and education efforts for the state's nonprofit sector. With decades of experience in fundraising, coalition building, political advocacy, and nonprofit leadership, Geoff has been a longtime member and board chair of CalNonprofits. Today, he champions policy reform, funding equity, and nonprofit sector visibility, ensuring that nonprofits remain central to California's civic and economic life. Resources and Links
#NonprofitAdvocacy #NonprofitLeadership #NonprofitPolicy #CalNonprofits #JohnsonAmendment #NonprofitCouncilPodcast
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| Top Nonprofit Board Mistakes and How Executive Directors Can Fix Them with Dr. Crystal Trull | 09 Apr 2024 | 00:25:45 | |
Running a nonprofit takes more than passion, it takes strategy, leadership, and the ability to answer the all-important "So what?" for funders, boards, and communities. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Dr. Crystal Trull, founder of CT Nonprofit Consulting and faculty member in nonprofit leadership at the University of San Diego. Crystal shares candid insights from her work as an executive director, consultant, and board development expert. From tackling the myth of the "unicorn" executive director to teaching boards how to stay intentional, she reveals why mission alignment, collaboration, and transparency are the keys to healthy nonprofit governance. Whether you're a nonprofit board member, executive director, or aspiring leader, this conversation will help you strengthen governance, recruit better boards, and build stronger relationships that drive impact. What You Will Learn in This Episode✅ Why the myth of the "unicorn" executive director hurts nonprofits Want to strengthen your nonprofit's board and leadership? Visit NonprofitCouncil.com to access strategies, tools, and insights to recruit better boards, support your executive director, and lead with clarity. 👉 Want templates and step-by-step nonprofit leadership training 🔹 Mission comes first – every board decision, recruitment, and program must tie back to mission
Dr. Crystal Trull is the founder and principal of CT Nonprofit Consulting, where she helps nonprofits strengthen boards, strategy, and leadership. With experience as a nonprofit executive director, consultant, and educator at the University of San Diego, Crystal brings a unique blend of practitioner expertise and academic insight. She specializes in board development, governance, nonprofit leadership, and strategic planning. Resources and Links
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| Impact Investing & Social Enterprise: What Nonprofit Leaders Need to Know with Dr. Paula Cordeiro | 26 Mar 2024 | 00:27:37 | |
Philanthropy and social entrepreneurship are reshaping how nonprofits, foundations, and businesses create impact. In this episode of the Nonprofit Counsel Podcast, host May Harris speaks with Dr. Paula Cordeiro, global leader in education, philanthropy, and social innovation. From her decades of experience in education and nonprofit leadership to her work with foundations and microfinance, Paula shares how impact investing, benefit corporations, and social enterprises are shifting the global ecosystem. She explains how collaboration across sectors nonprofit, government, and for-profit creates sustainable solutions, and why philanthropy has the power to be catalytic in addressing today's biggest challenges. This conversation is a masterclass for nonprofit leaders, foundation boards, and social entrepreneurs who want to harness business practices, philanthropy, and innovation to drive lasting social change. What You Will Learn in This Episode ✅ What social entrepreneurship really means and how nonprofits and for-profits are blurring sector lines 👉 Want templates and step-by-step nonprofit leadership training Key Takeaways 🔹 Social entrepreneurship is a global movement—from Ashoka Fellows to Newman's Own and King Arthur Flour Episode Timestamps
Dr. Paula Cordeiro is a globally recognized leader in education, philanthropy, and social innovation. Former Dean at the University of San Diego, she has worked in K–12 education, microfinance, nonprofit leadership, and international philanthropy. She serves on multiple foundation and nonprofit boards and has been deeply involved in impact investing, social entrepreneurship, and benefit corporation development. Today, she mentors the next generation of leaders in USD's Master's in Social Innovation program while continuing to advance global initiatives in philanthropy and sustainability. Resources and Links
#SocialEntrepreneurship #ImpactInvesting #Philanthropy #BenefitCorporations #BCorps #NonprofitLeadership #NonprofitCouncilPodcast #Sustainability | |||
| Strategic Planning That Actually Works: Turning Nonprofit Visions Into Action with Andrea Ortega | 12 Mar 2024 | 00:33:07 | |
Nonprofit leaders know the pain of a strategic plan that ends up as a PDF collecting dust on a shelf. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Andrea Ortega, founder and CEO of Ante Nonprofits, to explore how grassroots and scaling organizations can build strategic plans that drive implementation, accountability, and sustainable impact. Andrea shares her journey from running a nonprofit in Colombia to launching a consulting firm that helps nonprofits transition from working boards to governing boards, leverage technology, and secure grant funding without burning out their teams. If you've ever struggled with turning your strategic plan into measurable results or wondered how to prepare your board for the next stage of growth this episode is for you. What You Will Learn in This Episode ✅ How grassroots nonprofits can transition from a working board to a governing board without losing momentum 👉 Want templates and step-by-step nonprofit leadership training
Episode Timestamps
Key Takeaways 🔹 Strategic planning is implementation, not paperwork – the real work begins after the plan is written Guest Bio: Andrea Ortega Andrea Ortega, PhD Candidate, is the founder and CEO of Ante Nonprofits, a consultancy dedicated to helping nonprofits design strategic plans, secure funding, and build sustainable operations. With a background in engineering and nonprofit leadership, Andrea blends analytical skills with deep sector experience. She specializes in capacity building, board governance, fundraising strategy, and nonprofit technology adoption, guiding organizations from grassroots beginnings to scalable impact. Resources and Links
#NonprofitLeadership #NonprofitStrategicPlanning #BoardGovernance #NonprofitSustainability #GrantFunding #CapacityBuilding #NonprofitTechnology #NonprofitCouncilPodcast | |||
| Executive Search Secrets for Nonprofits: Building Teams That Last with Trevor Blair | 27 Feb 2024 | 00:38:07 | |
Making the right hire can make or break a nonprofit. In this episode of the Nonprofit Counsel Podcast, host May Harris speaks with Trevor Blair, principal of Blair Search Partners, about the high cost of a bad hire, the first 90 days, and why human-centered recruiting is the future. From legal foundations and culture to executive search and staff retention, Trevor shares insights on building strong teams, avoiding costly mistakes, and leading with intention. What You Will Learn in This Episode
👉 Want templates and step-by-step nonprofit leadership training Key Timestamps
Key Takeaways 🔷 Bad hires are expensive – Costs can run 2–5x annual salary when you factor in turnover, productivity loss, and onboarding. Guest Bio Trevor Blair is the principal of Blair Search Partners, an executive search and recruiting firm based in San Diego that works exclusively with nonprofits and public agencies nationwide. Since 2016, Trevor and his team have specialized in helping organizations of all sizes—from startups to multi-billion-dollar agencies—recruit and retain top talent. With a focus on human-centered design, Blair Search Partners ensures that both organizations and candidates thrive in their partnerships. Resource Links
#NonprofitHiring #ExecutiveSearch #NonprofitLeadership #StaffRetention #First90Days #HumanCenteredRecruiting #NonprofitGovernance #TalentAcquisition #NonprofitCouncilPodcast | |||
| Nonprofit CEOs Don't Have to Lead Alone – Coaching & Masterminds Explained with Mike Gellman | 13 Feb 2024 | 00:28:48 | |
Nonprofit leadership is rewarding but often lonely and overwhelming. In this episode of the Nonprofit Counsel Podcast, host May Harris welcomes Mike Gellman, founder of High Five Career Coaching, to discuss the unique challenges nonprofit executives face and the tools that help them succeed. From peer advisory groups and mastermind circles to navigating board dynamics and building partnerships, Mike shares how coaching and collaboration strengthen leaders and organizations. What You Will Learn in This Episode ✅The biggest challenges nonprofit CEOs and executive directors face today 👉 Want templates and step-by-step nonprofit leadership training Key Timestamps
4 Key Takeaways
Guest Bio Mike Gellman is the founder of High Five Career Coaching, specializing in nonprofit executive coaching, career transitions, and team development. With a background that includes the San Diego Zoo, Father Joe's Villages, and Fortune 500 corporations, Mike brings deep experience in leadership development and nonprofit governance. His nonprofit mastermind groups provide a supportive space for CEOs and executive directors seeking growth, clarity, and confidence. Resource Links
Tags #NonprofitLeadership #ExecutiveCoaching #NonprofitGovernance #NonprofitMastermind #LeadershipDevelopment #NonprofitCouncilPodcast
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| Starting a Nonprofit? Public Charity vs. Private Foundation Explained with Danika Mendrygal | 30 Jan 2024 | 00:33:55 | |
Starting or running a nonprofit? Understanding the difference between public charities and private foundations is critical for compliance, fundraising, and long-term impact. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with attorney Danika Mendrygal, founder of Mendrygal Law, to unpack nonprofit law essentials, IRS pitfalls, and practical compliance strategies for leaders navigating governance and fundraising across state lines. What You Will Learn in This Episode
👉 Want templates and step-by-step nonprofit leadership training Key Timestamps
Key Takeaways 🔷 Classification matters – Public charities and private foundations face very different compliance rules under nonprofit law. 🔷 State compliance is not one-size-fits-all – Every state has unique rules, so governance and registration decisions must be made carefully. Guest Bio Danika Mendrygal is the founder and CEO of Mendrygal Law, PLLC, a boutique Dallas-based firm serving nonprofits throughout Texas. With more than 20 years of experience in nonprofit law and exempt organizations, she has built a women-led team advising private foundations, public charities, and mission-driven organizations on compliance, fundraising, and governance best practices. Resource Links
#NonprofitLaw #NonprofitCompliance #PrivateFoundations #PublicCharities #NonprofitLeadership #FundraisingCompliance #NonprofitCouncilPodcast
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| Nonprofit Law, Boards, and Form 990 Masterclass with Genevra Williams | 16 Jan 2024 | 00:26:21 | |
Nonprofit law and compliance get real in this deep dive on Form 990, Schedule A vs public support, Schedule O storytelling, private foundation mixups, UBIT and 990-T, gift acceptance, and board governance. If you work with a nonprofit board or run a charity, this convo is your crash course on Form 990 and the policies that keep you compliant and funder-ready. May L. Harris, Esq. interviews Genevra Williams, a Texas nonprofit attorney, about what smart orgs highlight on page one, how to sanity-check Schedule A for public support status, when to use Schedule O to tell your impact story, and the sleeper policies that save you from audits and awkward donor gifts. We also hit common filing paths 990-N, 990-EZ, 990, 990-PF, and why churches still file 990-T when there is unrelated business income. Funders read your 990. Make it tight. What you will learn✅ How to read and leverage page one of Form 990 to impress funders Want templates and step-by-step nonprofit leadership training
🔷 Page one plus Schedule O is your public narrative. Treat it like prime real estate for funders and donors. Genevra Williams Nonprofit attorney based in Texas who blends data chops with exempt-org expertise. Her lens: use Form 990 strategically to attract grants, signal strong governance, and stay compliant. Resources
#NonprofitLaw #Form990 #BoardGovernance #PublicSupport #NonprofitCompliance #UBIT #NonprofitPodcast
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| Building Smart Nonprofits: Sustainability and Mission Success with David O'Brien and Matthew Craig | 02 Jan 2024 | 00:49:04 | |
Building smart nonprofits requires a focus on sustainability and mission success, not just short-term fundraising. In this episode of the Nonprofit Council Podcast, host May Harris talks with David O'Brien and Matthew Craig, co-authors of Building Smart Nonprofits: A Roadmap for Mission Success, about how nonprofit leaders can align money with mission, build stronger organizations, and thrive in today's changing landscape. What you will learn in this episode:
Subscribe to the Nonprofit Counsel Podcast to gain expert legal insights, practical tools, and leadership guidance that helps your mission thrive. Visit nonprofitcounsel.com for more. https://nonprofitcounsel.com/leadership-accelerator Key Timestamps
Key Takeaways 💎Mission must match money: sustainable nonprofits don't chase funding that pulls them off course. 💎Trust-based philanthropy is growing: unrestricted support empowers organizations to innovate. 💎Storytelling backed by data builds credibility with funders and stakeholders. 💎Nonprofit sustainability = reserves + innovation + collaboration Guest Bios David O'Brien is a retired finance professional turned nonprofit board leader and co-author of Building Smart Nonprofits. He brings decades of experience in financial leadership and nonprofit governance. Matthew D. Craig is a banker and advisor to nonprofits who co-authored the book alongside O'Brien. Together, they combine financial expertise with nonprofit research to provide a practical roadmap for mission success Resources & Links
#NonprofitLeadership #Sustainability #MissionSuccess
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| Fractional CFOs Help Nonprofits Thrive- Here's How with Rick Dahlseid | 19 Dec 2023 | 00:14:18 | |
Nonprofit leaders know that financial strategy and fractional CFOs can make or break and organization. In this episode of the Nonprofit Council Podcast, host May Harris sits down with Rick Dahlseid, CPA and leadership team member at PBO Advisory Group, to talk about the critical role of financial management in the nonprofit world. With over 20 years of experience as a CFO and consultant, Rick brings deep insights into how nonprofits can leverage fractional CFO services, build stronger boards, and plan for long-term sustainability. From understanding when your nonprofit truly needs CFO support to learning how to strengthen your board with the MARLIN framework, this episode is packed with actionable guidance. Rick also shares his experience as a nonprofit board member and educator at the University of San Diego and UCSD, highlighting why transparency, accountability, and strong governance are essential for nonprofit success. If you've ever wondered how to scale your nonprofit's financial strategy or strengthen your board, this conversation will give you clarity and confidence to take the next step. What You Will Learn in This Episode ✅ When and why a nonprofit should consider bringing on a fractional CFO Tune in to learn practical strategies, get inspired by Rick's journey, and discover how to maximize your nonprofit's impact with the right financial and leadership tools. Subscribe to the Nonprofit Counsel Podcast to gain expert legal insights, practical tools, and leadership guidance that helps your mission thrive. Visit nonprofitcounsel.com for more. https://nonprofitcounsel.com/leadership-accelerator Key Timestamps
Key Takeaways 💎 Nonprofits don't always need a full-time CFO, fractional CFO services can provide the right level of expertise and strategy at a sustainable cost. Rick Dahlseid, CPA, is a fractional CFO and leader at PBO Advisory Group, specializing in nonprofit financial management. Over the past 20 years, Rick has served as CFO for multiple organizations, including Jewish Family Service and a nonprofit hospice, and has spent the last five years consulting nonprofits nationwide. He is also an educator, teaching Nonprofit Financial Management at both the University of San Diego and UC San Diego. Rick has been recognized by the San Diego Business Journal as a top nonprofit board influencer, and he is passionate about helping organizations build financial capacity, strengthen governance, and achieve sustainable growth. Resources & Links
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| Fixing Fires: How Nonprofits Can Turn Crisis Into Stability with T. Hampton Dohrman | 21 Oct 2025 | 00:24:47 | |
Explore nonprofit accounting and financial leadership on Nonprofit Counsel, hosted by May Harris. T. Hampton Dohrman of Hampton Nonprofit Management breaks down the operational challenges of interim executive director roles. Learn about insurance compliance, workers' compensation, payroll systems, and cash flow planning to stabilize your organization. Navigate board financials, manage restricted funds, gifts, grants, and program service revenue while staying mission-focused. Debunk the overhead myth, balance new programs with fee-for-service models, and use Form 990 reporting for transparency and strategic storytelling. Listen in for actionable insights for nonprofit leaders and boards.
What You'll Learn in This Episode: Master nonprofit accounting basics for handling financial crises and ensuring insurance compliance during operational chaos. Strategies for interim executive director roles, including payroll systems and transition planning in nonprofit management. Effective board financials presentation, focusing on restricted funds, gifts and grants, and 990 reporting. Debunk the overhead myth through purposeful cost allocation and mission alignment in program service revenue.
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Hampton explains purposeful money use in nonprofit accounting to advance mission via program service revenue and fee-for-service models 02:12 In a financial crisis, Hampton evaluates bank balance, insurance compliance, and workers' comp to avoid additional operational chaos 08:02 New nonprofit management should focus on mission alignment, awareness of rules, and gradual cash flow planning over perfection 11:45 Mature organizations should emphasize forward-looking board financials, restricted funds, gifts and grants, and 990 reporting integration 17:15 Cost allocation in nonprofit accounting reveals program interplay; lose money on purpose via debunking the overhead myth for growth
KEY TAKEAWAYS: In nonprofit accounting, don't be afraid to spend money to fuel mission growth via program service revenue and fee-for-service offsets. Interim executive director roles prioritize insurance compliance, workers' comp, and cash flow planning amid financial crisis. Effective board financials require cost allocation of restricted funds, gifts and grants for mission alignment. Debunk the overhead myth through strategic storytelling in nonprofit financials and 990 reporting transparency.
ABOUT THE GUEST: T. Hampton Dohrman, a San Diego-based social entrepreneur and nonprofit advocate, founded and leads Hampton Nonprofit Management, a referral-only firm offering interim executive leadership and support in accounting, operations, and HR to drive mission impact. A Southern transplant, he enjoys San Diego's weather, beer scene, nonprofits, beaches, and its proximity to the border. With expertise in management and accounting, he's also an orchestral musician and a former tech startup founder. A 2022 LEAD Impact Class member and San Diego Business Journal CFO of the Year finalist, Hampton has empowered hundreds of nonprofits to operate smarter and amplify small-org impact.
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| Legal Compliance for Nonprofits: Gene Takagi on Governance, Conflicts of Interest, and the Future of Philanthropy | 28 Nov 2023 | 00:38:45 | |
Nonprofit legal compliance isn't just about IRS rules. It's about trust, transparency, and staying mission aligned in an evolving regulatory landscape. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Gene Takagi, principal at NEO Law Group and renowned expert in nonprofit law, to break down the biggest legal challenges nonprofit leaders face today. From conflict of interest policies to lobbying limits and fiscal sponsorship, Gene offers sharp, practical guidance that every executive director, board member, and nonprofit lawyer should know. What You'll Learn in This Episode: ✅ What your board must do (and document) to avoid legal pitfalls Subscribe to the Nonprofit Counsel Podcast to gain expert legal insights, practical tools, and leadership guidance that helps your mission thrive. Visit nonprofitcounsel.com for more. https://nonprofitcounsel.com/leadership-accelerator Timestamps
💎 Compliance strengthens trust with donors, regulators, and communities
Gene Takagi is the managing attorney of NEO Law Group, a nationally recognized firm specializing in nonprofit and exempt organization law. A frequent contributor to the Chronicle of Philanthropy and Nonprofit Quarterly, Gene advises foundations, charitable organizations, and social enterprises on governance, compliance, and advocacy. He is widely regarded as one of the most trusted voices in nonprofit legal strategy. #GeneTakagi #NonprofitCompliance #NonprofitLaw #ConflictOfInterest #FiscalSponsorship #NonprofitGovernance #501c3Rules #NEOLawGroup #NonprofitCounselPodcast #MayHarris | |||
| Nonprofit Law Explained: Compliance, Boards & Executive Pay Made Simple with Jacob Zerkle | 07 Nov 2023 | 00:19:10 | |
Nonprofit law, board governance, and compliance challenges impact every organization. In this episode, May Harris talks with attorney Jacob Zerkie about nonprofit boards, DEI policies, executive pay, and legal risks. Jacob Zerkie, senior tax associate at Michael Best & Friedrich, shares how he became a nonprofit attorney and what nonprofits should know when seeking legal guidance. He and host May Harris explore the unique issues nonprofit lawyers address, from endowment restrictions to executive compensation, and why nonprofits should build relationships with specialized attorneys before issues arise. What you will learn in this episode✅ Why nonprofit law requires unique expertise beyond general corporate or tax law 👉 If this conversation helps your leadership team, share it with your board, subscribe for more episodes, and leave us a review. Explore more tools here: Nonprofit Council Leadership Accelerator. Key Timestamps
🔷 Nonprofit law is specialized. General corporate or tax attorneys may miss sector-specific compliance risks.
Jacob Zerkie is a senior tax associate at Michael Best & Friedrich LLP, where he advises nonprofits including 501(c)(3), 501(c)(4), and 501(c)(6) organizations on governance, compliance, fundraising, and tax matters. With over a decade of experience, Jacob helps nonprofits navigate formation, operations, and complex issues like endowment restrictions and executive compensation. He also shares insights with the sector through his "Nonprofit Office Wisdom" LinkedIn series, applying lessons from The Office sitcom to real nonprofit challenges.
#NonprofitLeadership #NonprofitLaw #BoardGovernance #NonprofitCompliance #NonprofitPodcast #JacobZerkie #SocialImpact
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| Ethics, Boards, and Fundraising: Nonprofit Best Practices with Nicole Miller-Coleman | 24 Oct 2023 | 00:28:58 | |
Nonprofit fundraising ethics, board governance, and conflict of interest policies are crucial for nonprofit success. In this episode, May Harris talks with Nicole Miller-Coleman about CFRE, board service, and building capacity. Nicole Miller-Coleman, CFRE and nonprofit consultant, shares insights from decades of experience helping nonprofits grow revenue, strengthen governance, and follow ethical standards. She and host May Harris discuss why CFRE's code of ethics matters, what to look for before joining a board, and how to avoid conflicts of interest while serving with integrity. This episode equips nonprofit leaders, board members, and fundraisers with strategies to build trust, capacity, and long-term impact. What you will learn in this episode ✅ Why fundraising ethics matter and how CFRE sets the gold standard 👉 If this conversation gave you clarity, share it with a fellow nonprofit leader, subscribe for more insights, and leave a review to help others find the show. Explore more tools here: Nonprofit Council Leadership Accelerator. Key Timestamps
🔷 Ethics are non-negotiable. CFRE fundraising standards ensure donors and communities are protected.
Nicole Miller-Coleman, CFRE, is a seasoned nonprofit consultant and founder of Criterion Nonprofit Consulting. With over 16 years of experience in fundraising, governance, and nonprofit capacity building, she has worked with arts, culture, and community organizations across San Diego and beyond. As a Certified Fund Raising Executive, she upholds the highest standards of fundraising ethics and donor-centered practice. Nicole helps small and midsize nonprofits strengthen their governance, diversify boards, and raise the resources they need to thrive. #NonprofitLeadership #NonprofitFundraising #NonprofitBoards #BoardGovernance #FundraisingEthics #NonprofitPodcast #NicoleMillerColeman
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| Nonprofit Finance Made Simple: Controls, Compliance & Smart Growth with Terell Turner | 10 Oct 2023 | 00:33:05 | |
Nonprofit finance, bookkeeping, and accountability are vital for organizational health. In this episode, May Harris talks with Terell Turner, CPA, about financial controls, compliance, and building sustainable growth. Terell Turner, fractional CFO and co-founder of TL Turner Group, shares how nonprofits can strengthen financial systems, avoid common mistakes, and use tools like budgets, cash flow statements, and chart of accounts tailored to nonprofits. This conversation breaks down misconceptions about nonprofit finances, highlights critical IRS compliance requirements, and shows how good accounting builds trust with donors, boards, and communities. What you will learn in this episode ✅ Why nonprofits should not "zero out" finances at year-end 👉 If this episode helps you rethink nonprofit finances, share it with your board or leadership team, subscribe for more insights, and leave us a review to support the show. https://nonprofitcounsel.com/leadership-accelerator Key Timestamps
🔷 Nonprofits must operate like businesses. Zeroing out at year-end is a myth — building reserves and endowments is critical for sustainability.
Terell Turner, CPA, is a fractional CFO, podcaster, and co-founder of TL Turner Group, where he and his wife provide finance and accounting support for nonprofits and businesses. With a background in corporate finance and board leadership, Terell helps organizations simplify their financials, strengthen accountability, and make informed decisions. Through his podcasts and resources, he translates complex financial topics into actionable insights for leaders and boards.
#NonprofitFinance #NonprofitLeadership #NonprofitAccounting #BoardGovernance #NonprofitPodcast #TerellTurner #SocialImpact
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| Mastering Nonprofit Fundraising Events: Why Galas Succeed (or Fail) with AJ Steinberg | 26 Sep 2023 | 00:43:44 | |
Nonprofit fundraising events can either make or break your mission's momentum. In this episode of the Nonprofit Counsel Podcast, host May Harris welcomes AJ Steinberg, CFRE and founder of Queen Bee Fundraising, to unpack what makes a nonprofit gala thrive or fall flat. If you're still saying, "We've always done it this way," it's time to rethink everything. This conversation dives into how intentional fundraising strategy, event design, and donor stewardship can lead to long-term nonprofit success. Learn why the most successful events aren't about flashy auctions, but about making your supporters feel like the heroes of your story. What You'll Learn in This Episode:✅ Why galas fail when they're not rooted in purpose or strategy Subscribe now and follow along to build your nonprofit like a pro with expert tools, legal insights, and leadership lessons that fuel real impact. Visit nonprofitcounsel.com for more! https://nonprofitcounsel.com/leadership-accelerator
Timestamps
Key Takeaways 💎 Your gala should be a celebration, not just a tradition
AJ Steinberg, CFRE, is the founder of Queen Bee Fundraising and a 20+ year veteran of nonprofit event production. Known for her step-by-step trainings, AJ specializes in transforming galas into donor stewardship opportunities. From board engagement strategies to volunteer protocols and sponsorships, her work helps small-to-midsize organizations build impactful, donor-centered fundraising events. AJ is also a nationally recognized speaker, consultant, and fierce advocate for doing galas the right way.
#NonprofitFundraising #GalaPlanning #DonorStewardship #QueenBeeFundraising #AJSteinberg #NonprofitEvents #BoardEngagement #NonprofitLeadership #MayHarris #NonprofitCounselPodcast
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| Advocacy, Strategy, and Governance: How Nonprofits Can Influence Policy with Pat Libby | 12 Sep 2023 | 00:34:50 | |
Nonprofit advocacy, board governance, and strategic planning are critical for organizational impact. In this episode, May Harris talks with Pat Libby about lobbying, leadership, and shaping policy change. Pat Libby shares her decades of experience as a nonprofit leader, consultant, and author of The Empowered Citizens Guide. Together with host May Harris, they explore why every nonprofit should engage in advocacy, how to approach legislators with confidence, and how to make strategic plans and bylaws into living documents. This episode equips nonprofit leaders with practical insights to influence change, strengthen governance, and collaborate for greater community impact. What you will learn in this episode✅ Why advocacy and lobbying are legal, necessary, and mission-driven for nonprofits 👉 If you find this conversation helpful, share it with a nonprofit leader in your network, leave a review on your favorite podcast platform, and subscribe so you don't miss future episodes. https://leadershipaccelerator.nonprofitcounsel.com/ Key Timestamps
🔷 Every nonprofit should engage in advocacy. Lobbying is not only legal for 501(c)(3)s, it's essential to advance mission.
Pat Libby is a nationally recognized nonprofit consultant, author, and recovering academic. She created the Master's and PhD programs in Nonprofit Leadership and Management at the University of San Diego and has decades of experience as a nonprofit CEO, board member, and advisor. Her book The Empowered Citizens Guide helps everyday people learn how to influence legislation and drive meaningful change. Through her consulting, Pat supports nonprofits in governance, strategic planning, and advocacy, empowering organizations to advance the public good.
#NonprofitLeadership #NonprofitAdvocacy #BoardGovernance #NonprofitStrategy #NonprofitPodcast #PatLibby #SocialImpact
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| How to Build an Engaged Nonprofit Board: Leadership, Strategy & Your Why with Dr. Lyn Corbett | 29 Aug 2023 | 00:31:24 | |
Discover how to build a strong nonprofit board by leading with purpose, aligning on your mission, and developing governance systems that create lasting impact. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Dr. Lyn Corbett of The Pivotal Group to discuss how defining your "why" transforms nonprofit leadership, board engagement, and strategic growth. Dr. Corbett shares insights from his 30 years of nonprofit consulting experience, including his work with youth programs, libraries, and major municipal organizations. This is a must-listen for any nonprofit leader who wants to turn culture into capacity. What You Will Learn in This Episode: Subscribe now and follow along to build your nonprofit like a pro with expert tools, legal insights, and leadership lessons that fuel real impact.
https://nonprofitcounsel.com/leadership-accelerator
Timestamps
💎 Start with the "why" both personal and organizational to foster genuine board engagement
Guest Bio: Dr. Lyn Corbett Dr. Lyn Corbett is the President and Founder of The Pivotal Group, a boutique consulting firm helping nonprofits strengthen their leadership, governance, and strategy. With over 30 years of experience across youth development, social services, and municipal strategy, Dr. Corbett brings a collaborative and mission-driven approach to nonprofit capacity building. He is a former nonprofit executive, a seasoned board member, and a PhD recipient at age 50, proving it's never too late to lead with impact. Hashtags #NonprofitLeadership #BoardEngagement #StrategicPlanning #NonprofitGovernance #MayHarris #LynCorbett #ThePivotalGroup #NonprofitPodcast #LeadershipDevelopment #PurposeDrivenLeadership
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| Starting a Nonprofit the Right Way with Dr. Laura Deitrick | 501(c)(3) Status & IRS Tips | 18 Jul 2023 | 00:34:03 | |
If you're thinking about starting a nonprofit, this episode breaks down what it really takes to secure your 501(c)(3) status from nonprofit research to legal strategy. In this episode of the Nonprofit Counsel Podcast, host May Harris is joined by Dr. Laura Deitrick, a nationally respected expert in nonprofit research and management. Together, they explore what it truly takes to start a nonprofit the right way—from understanding the difference between incorporation and 501(c)(3) status, to the structural and leadership decisions that determine long-term success. Dr. Deitrick shares data-backed insights from her academic work and field research, while May brings legal clarity to the process of building a compliant, mission-aligned nonprofit. What You Will Learn in This Episode✅ Why many founders misunderstand what it means to have 501(c)(3) status
Timestamps
Key Takeaways 💎 Incorporating your nonprofit doesn't automatically grant 501(c)(3) status About the Guest: Dr. Laura Deitrick is the Associate Director of the Nonprofit Institute at the University of San Diego, where she leads cutting-edge research on nonprofit organizations, governance, and impact. A respected voice in the field, Dr. Deitrick's work bridges academic theory and practical leadership, helping nonprofit founders understand what it takes to succeed. Her insights on starting a nonprofit are rooted in data, experience, and a deep understanding of public benefit law. About the Host May Harris is a nonprofit attorney and founder of Four Purpose Law Group. With decades of experience helping mission-driven leaders build compliant and sustainable organizations, she created the Nonprofit Counsel Leadership Accelerator—a step-by-step platform for navigating incorporation, bylaws, board setup, and 501(c)(3) status. Resources:
#StartingANonprofit #501c3Status #NonprofitLeadership #NonprofitResearch #IRSForm1023 #MayHarris #LauraDeitrick #NonprofitCounsel #LeadershipAccelerator #NonprofitStartup
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| Nonprofit Risk Exposed: Bill Brennan on Insurance Coverage Every Board Needs to Know | 18 Jul 2023 | 00:32:08 | |
From board disputes to employee lawsuits, expert Bill Brennan explains why understanding nonprofit risk and securing the right insurance coverage is critical to mission protection and board compliance. Starting or scaling a nonprofit? Then this episode is your must-listen guide to navigating nonprofit risk and making informed decisions about insurance coverage. Attorney and host May Harris is joined by insurance expert and board member Bill Brennan for a powerful conversation on how nonprofits can stay protected, compliant, and mission-focused—even when things go wrong. What You Will Learn in This Episode:
Timestamps
Key Takeaways 💎Strong emotions tied to a nonprofit's mission can intensify legal disputes among its members. 💎The importance of risk management is frequently disregarded during the establishment of a nonprofit organization. 💎A nonprofit organization lacks the authority to determine the classification of its employees for compensation.
Resources: For Profit Law Group - Website: https://www.fplglaw.com Nonprofit Counsel - Website: https://www.nonprofitcounsel.com/ Nonprofit Counsel - Instagram: https://www.instagram.com/nonprofitcounsel/ Nonprofit Counsel - Linkedin: https://www.linkedin.com/company/nonprofit-counsel/ About the Guest Bill Brennan is a Principal at CMR Risk & Insurance Services and a long-time advocate for nonprofit organizations. With decades of experience advising nonprofit boards and leaders, Bill brings a dual lens as both an insurance expert and active board member. His firm, CMR, provides tailored insurance coverage and comprehensive nonprofit risk management resources that support organizations at every stage of growth. Learn more about Bill Brennan's firm: CMR Risk & Insurance Services #NonprofitRisk #InsuranceCoverage #NonprofitLeadership #BoardGovernance #EmploymentLiability #DirectorsAndOfficers #MissionDriven #501c3Protection #MayHarris #BillBrennan #NonprofitCouncilPodcast
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| Starting a Nonprofit with Purpose: May Harris on the Mission Behind Nonprofit Leadership | 18 Jul 2023 | 00:02:56 | |
Founder May Harris introduces the Nonprofit Counsel Podcast and shares why starting a nonprofit and stepping into nonprofit leadership begins with clarity, courage, and community. In this inaugural episode of the Nonprofit Counsel Podcast, host and attorney May Harris shares the "why" behind the show and her journey into nonprofit leadership. Whether you're starting a nonprofit from scratch or already deep in board meetings, this podcast is your go-to guide for legal insights, leadership advice, and sector-specific strategies. What You Will Learn in This Episode✅ Why purpose, not profit, drives powerful nonprofits 👉Subscribe now and follow along to build your nonprofit like a pro with expert tools, legal insights, and boardroom-ready strategies from the . Nonprofit Counsel Leadership Accelerator Timestamps 00:00 Welcome to the Nonprofit Counsel Podcast Key Takeaways 💎 Starting a nonprofit takes more than paperwork, it requires passion, clarity, and guidance
May L. Harris, Esq., MA is a nationally recognized expert in nonprofit law and founder of For Purpose Law Group (FPLG). Since launching FPLG in 2012, she has helped thousands of organizations across the U.S. navigate tax-exempt status, nonprofit compliance, and sustainable growth. Her practice focuses on nonprofit and tax-exempt organizations, social enterprise law, and charitable planning. May began her legal career in intellectual property before discovering a passion for the nonprofit sector while forming a school organization for her son. Realizing how underserved nonprofits were in legal guidance, she shifted her focus and earned a Master's in Nonprofit Leadership and Management. Today, FPLG is a trusted legal partner to mission-driven organizations nationwide, known for aligning legal strategy with purpose and impact. RESOURCES: For Profit Law Group - Website Nonprofit Counsel - Newsletter
starting a nonprofit, nonprofit leadership, nonprofit board, nonprofit law, nonprofit podcast, May Harris, nonprofit advice, social enterprise, board governance, mission-driven organization
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| Leading With Courage Through Uncertainty With Sarah Tuakli Cooper | 07 Oct 2025 | 00:20:11 | |
Nonprofit leadership takes center stage in this robust conversation with Sarah Tuakli Cooper. Host May Harris brings this discussion to life on the Nonprofit Counsel Podcast, highlighting Sarah's dual roles as executive director and board chair. With decades of experience, Sarah explores how conflict resolution, diversity, equity, and inclusion, as well as authentic nonprofit governance, create stronger organizations. She also shares how women of color can embrace courage, self-care, and voice in leadership. This episode offers practical strategies for building strong board and executive partnerships, reminding us that effective nonprofit leadership requires advocacy, collaboration, and a clear vision. What You'll Learn in This Episode: How strong nonprofit leadership helps align the roles of board chair and executive director for greater impact Why conflict resolution and grace are essential tools for advancing nonprofit governance The importance of embedding diversity, equity, and inclusion into nonprofit strategy and culture Ways leadership for women of color strengthens voices, builds courage, and drives mission-focused change Practical steps to enhance nonprofit collaboration and sustain community engagement
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Sarah Tuakli Cooper: a woman of color, from teaching in England to volunteering with CASA, her path to nonprofit governance and executive director roles 04:00 Balancing passion and conflict resolution within the nonprofit sector, managing differences while staying mission-driven 08:00 The critical partnership between the board chair and the executive director: the linchpin of effective nonprofit leadership 14:03 Superficial approaches can weaken nonprofit governance; nonprofits should stand firm on their missions and practice courageous leadership 17:12 Advice for young women of color entering the nonprofit sector, focusing on self-care, courage, and embracing authentic leadership for women of color
KEY TAKEAWAYS: Discover how strong nonprofit leadership, effective conflict resolution, and authentic nonprofit governance can transform organizations and drive long-term success. Learn why diversity, equity, and inclusion, courageous leadership for women of color, and meaningful nonprofit collaboration are essential for thriving communities. Gain insights on building trust between the board chair and the executive director, enhancing nonprofit leadership, and sustaining impact in the nonprofit sector. Explore strategies that align nonprofit governance, strengthen nonprofit collaboration, and ensure diversity, equity, and inclusion remain at the heart of mission-driven work.
ABOUT THE GUESTS: Sarah Tuakli Cooper is the Executive Director at the Elementary Institute of Science, established in Southeastern San Diego in 1964 to ensure Diversity, Equity & Inclusion in STEM. She spent 20 years teaching computer composition and studio production in London, before moving to San Diego in 2008. She currently co-chairs the Jobs and Education Working Group for the San Diego Promise Zone and has served as Treasurer and Chair of the Board for the United Women of East Africa Support Team. Sarah's global perspective, extensive background in tech education, and commitment to serving diverse San Diego communities inform a leadership approach that is focused on Inclusion and Belonging in fields that are traditionally exclusive. In 2022, she was recognized as a Woman of Influence in Technology in the San Diego Business Journal and is increasingly sought after as a thought leader on issues of diversity in tech. Sarah Tuakli Cooper - LinkedIn Elementary Institute of Science
RESOURCES MENTIONED: | |||
| Nonprofit Counsel Podcast Trailer | 11 Jul 2023 | 00:04:14 | |
Welcome to the Nonprofit Counsel Podcast, your go-to source for expert insights and practical advice on all things related to starting and leading a nonprofit organization. If you're looking to start your own nonprofit organization, gain tax-exempt status, manage your board, communicate your purpose or fundraise for your cause, this podcast is the perfect resource for you. Hosted by May Harris, Esq., MA, founder of FPLG and an experienced nonprofit professional, each episode of the Nonprofit Counsel Podcast offers valuable tips, tools, and strategies to help you navigate the complex world of nonprofit management. May's deep knowledge and expertise in nonprofit law, financial management, and consulting make her the ideal guide for anyone looking to be involved with a successful nonprofit organization. So, whether you're a seasoned nonprofit leader or just starting out, join us on the Nonprofit Counsel Podcast and discover how to shortcut the learning curve and achieve your nonprofit goals. We've got you covered. Subscribe now and start making a difference in your community today! "The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.' These words frame my work, and they define my actions." -Ralph Waldo Emerson
About the Host:
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients missions, visions, and values. She specializes in nonprofit & tax exempt organizations, social enterprise & business law, and estate planning & charitable giving.
May received her undergraduate degree from the University of Utah, before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization, and then found herself serving as director of its board. With her legal expertise and newfound knowledge on nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this.
She returned to school, earning her Masters of Nonprofit Leadership and Management from the University of San Diego. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the "go-to" law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States.
https://www.linkedin.com/company/nonprofit-counsel/ https://www.instagram.com/nonprofitcounsel/ https://www.nonprofitcounsel.com/
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| Redefining Philanthropy & Board Service | Ryan Ponsford on Nonprofit Strategy and Giving with Purpose | 17 Sep 2024 | 00:36:48 | |
Nonprofit boards, board governance, philanthropy, donor engagement, and nonprofit strategy are front and center in this episode of the Nonprofit Counsel Podcast. Host May Harris sits down with Ryan Ponsford, co-founder of Gateway for Good and founder of Main Street Philanthropy, to talk about how giving and board service can create deeper connections, stronger organizations, and even help reunite a divided world. Ryan shares his journey from private banking into the nonprofit sector, starting with his first uncomfortable board experience where asking tough questions revealed major financial issues. He explains why healthy boards welcome questions, why unhealthy boards avoid them, and how board members can move from being "bobbleheads" to true mission-driven leaders You'll also hear the story behind Main Street Philanthropy, a program that teaches families, students, and communities how to give with purpose—focusing on love of humankind rather than just writing checks. Ryan reveals why he believes giving is the key to rebuilding empathy and connection in today's divided society What You Will Learn in This Episode✅ Why asking tough questions is the duty of every nonprofit board member Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps
Key Takeaways 🔹 Healthy boards thrive on questions—silence is a red flag Guest Bio Ryan Ponsford is the co-founder of Gateway for Good, a public benefit corporation, and founder of the nonprofit Main Street Philanthropy. With a background in private banking and wealth consulting, Ryan helps families and organizations connect across generations and communities through intentional giving. His passion lies in redefining philanthropy, strengthening nonprofit boards, and showing that giving is the action that leads to empathy and love. Resources & Links
#NonprofitBoards #BoardGovernance #Philanthropy #DonorEngagement #NonprofitStrategy #CommunityConnection | |||
| Fighting Food Insecurity with Community Power | Tania Marino on Nonprofit Strategy & Food Waste Solutions | 27 Aug 2024 | 00:27:03 | |
Nonprofit strategy, food insecurity, food waste, donor engagement, and community building are at the heart of this episode of the Nonprofit Counsel Podcast. Host May Harris sits down with Tania Marino, Culinary Director at Gather and board member of the Golden Eagles, to explore how nonprofits can mobilize communities to fight hunger and waste. Tania shares the history of Gather, one of the oldest social service agencies in the U.S., and how its programs—from mobile markets to rescued-food meal prep—are helping thousands of families access healthy, dignified meals each month. She also talks about building partnerships, creating volunteer-powered programs, and leading with creativity to solve food insecurity challenges. Her journey from New Zealand farm life to international finance to nonprofit leadership is an inspiring reminder that the path to impact often weaves business, passion, and service together. What You Will Learn in This Episode ✅ How Gather fights food insecurity with mobile markets, food rescue, and prepared meals Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps
Key Takeaways 🔹 Community-driven solutions like Gather's Gus the Bus make food access more equitable Guest Bio Tania Marino is the Culinary Director at Gather, a 200-year-old social service agency in Portsmouth, New Hampshire, dedicated to fighting hunger with dignity. She also serves on the board of the Golden Eagles, supporting U.S. Rugby Sevens. With a background in international finance and a lifelong passion for food, Tania now leads programs that rescue hundreds of thousands of pounds of food each year and transform them into meals for families, seniors, and individuals facing food insecurity. Resources & Links
#NonprofitStrategy #FoodInsecurity #FoodWasteSolutions #DonorEngagement #CommunityBuilding #NonprofitLeadership
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| Starting a Nonprofit with Confidence | Traci DeForge on Strategy, Fundraising & Board Governance | 13 Aug 2024 | 00:43:26 | |
Nonprofit startup strategy, fundraising, board governance, and leadership—these are the challenges every founder faces. In this episode of the Nonprofit Counsel Podcast, host May Harris talks with Traci DeForge, founder and CEO of Produce Your Podcast and co-founder of the Podcast Professionals Association. Traci shares her personal journey of moving past 20 years of hesitation to finally launch a nonprofit. Together, she and May dive into the realities of forming a 501(c)(3) versus 501(c)(6), building a board, setting up revenue streams, and navigating nonprofit founder compensation. They also celebrate the release of May's book How to Start a Nonprofit That Will Change the World—now available in print, digital, and audio formats Whether you're intimidated by the IRS paperwork or overwhelmed by conflicting information, this episode lifts the fog and shows you how to start a nonprofit the right way, with clarity and confidence What You Will Learn in This Episode✅ Why starting a nonprofit requires both strategy and respect for regulators Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps
KEY TAKEAWAYS: 🔹If you want to start a non-profit, contact a professional who can help you navigate the steps to avoid future penalties. 🔹Most people are only aware of the designation of a 501C3. However, there are other designations a nonprofit can take. A professional can help you make those decisions. 🔹To begin a nonprofit, one must have a healthy respect for the regulations and the IRS. This isn't a fear; it's learning and respecting the rules.
Guest Bio Traci DeForge is the founder and CEO of Produce Your Podcast and co-founder of the Podcast Professionals Association. With more than 30 years of experience in media and business consulting, Traci brings transparency to her own nonprofit journey, sharing how she moved past fear to build an organization that supports podcast service professionals. Resources & Links
#NonprofitStartup #BoardGovernance #NonprofitStrategy #NonprofitFundraising #NonprofitLeadership #StartANonprofit | |||
| Nonprofit Marketing Strategies that Drive Donor Engagement | Jules Taggart on Storytelling & Stakeholder Outreach | 30 Jul 2024 | 00:21:43 | |
Nonprofit marketing, donor engagement, and storytelling are no longer optional. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Jules Taggart, founder and CEO of Wayward Kind and fractional Chief Marketing Officer. Jules explains why today's nonprofits can't rely only on friendships, snail mail, or one-off campaigns to reach donors. She explains how social media, storytelling, and a multi-touchpoint approach are critical to donor engagement in today's crowded nonprofit landscape. You'll learn why empathy plus utility is the secret to effective marketing, how to segment your audiences, and how even small nonprofits can build momentum without overwhelming their teams What You Will Learn in This Episode ✅ Why modern donor engagement requires multiple touchpoints across channels Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps
Guest Bio Jules Taggart is the founder and CEO of Wayward Kind, where she helps nonprofits align marketing strategy with fundraising and strategic plans. As a fractional Chief Marketing Officer, Jules provides both strategic guidance and hands-on execution, ensuring nonprofits use their limited resources effectively to grow donor engagement, attract participants, and strengthen their storytelling. Resources & Links
#NonprofitMarketing #DonorEngagement #StorytellingForImpact #NonprofitGrowth #FractionalCMO #NonprofitLeadership | |||
| How to Start and Grow Nonprofit Fundraising | Donor Engagement Strategies with Kelly McLaughlin | 21 May 2024 | 00:28:26 | |
How do you launch and sustain an individual giving program—especially if you're starting from zero? In this episode of the Nonprofit Counsel Podcast, host May Harris talks with Kelly McLaughlin, founder and CEO of From Scratch Fundraising. Kelly shares her personal journey from organizing bake sales at age five to creating a consultancy that helps nonprofits design mission-centered, trust-based philanthropy strategies. She explains why the best fundraising isn't about tote bags or galas—it's about building authentic donor relationships aligned with your mission. You'll also hear tips for keeping development directors engaged (and reducing turnover), how to identify the right donors for your cause, and why nonprofits should stop copying other organizations and start fundraising in ways that align with their unique mission. What You Will Learn in This Episode✅ How to build mission-centered donor relationships that last Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps
Key Takeaways 🔹 Donor engagement grows when you align fundraising with your mission Guest Bio Kelly McLaughlin is the founder and CEO of From Scratch Fundraising. With nearly two decades in nonprofit development, she has helped organizations of all sizes—from startups to established multimillion-dollar nonprofits—launch successful individual giving programs. Her passion is helping nonprofits build from the ground up with strategies rooted in trust, mission, and sustainability. Resources & Links
#NonprofitFundraising #DonorEngagement #MissionCentered #NonprofitLeadership #FundraisingStrategy #TrustBasedPhilanthropy | |||
| Nonprofit Endowments, Investments & AI Adoption with Kate Azar | 07 May 2024 | 00:27:05 | |
What does it take to set up and manage a nonprofit endowment the right way? How can boards align investments with mission values while avoiding restrictions that limit flexibility? And where does artificial intelligence (AI) fit into the future of nonprofit operations? In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Kate Azar, Director of Nonprofit Strategy at PNC Institutional Asset Management, to unpack the strategies, risks, and opportunities nonprofits face when managing endowments and exploring new tools like AI. From policies and donor restrictions to responsible investing, ESG, and AI efficiency in donor communications and reporting, this conversation helps nonprofit leaders think intentionally about the future of governance, investments, and technology adoption. What You Will Learn in This Episode ✅ When an endowment is right for your nonprofit—and when it isn't Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Episode Timestamps
Key Takeaways 🔹 Endowments aren't for everyone – weigh immediate needs vs. long-term impact Guest Bio: Kate Azar Kate Azar is the Director of Nonprofit Strategy at PNC Institutional Asset Management, where she helps nonprofits align investments, governance, and fundraising strategies with long-term sustainability. With experience as CEO of the Long Beach Public Library Foundation and deep expertise in endowments, ESG investing, and nonprofit operations, Kate brings practical and mission-focused insights to boards and executives navigating today's fast-changing environment . Resources and Links
#NonprofitLeadership #NonprofitEndowments #ESGInvesting #NonprofitAI #NonprofitStrategy #BoardGovernance #NonprofitCouncilPodcast
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| From Running to Building: A Nonprofit Mindset Shift with JP Berrizbeitia | 02 Dec 2025 | 00:36:58 | |
In this episode, May Harris welcomes Juan Pablo Berrizbeitia to discuss nonprofit capacity building. JP shares his unique journey from grassroots lawyering in Venezuela to becoming an interim executive director and nonprofit consultant. He introduces the "nonprofit building mindset," a transformative approach that goes beyond day-to-day operations to create lasting organizational systems. Through practical examples, JP demonstrates how nonprofit leadership can reduce burnout and strengthen organizations by focusing on continuous improvement rather than just survival. He offers invaluable insights on how to build systems in nonprofit organizations, making the case that upfront investment in processes pays dividends in efficiency and staff satisfaction.
What You'll Learn in This Episode: How to shift from running a nonprofit to building one through nonprofit capacity building strategies that create lasting organizational systems and reduce daily firefighting The power of asking "why" multiple times to identify root causes and transform recurring problems into documented processes that strengthen nonprofit management practices What interim executive director services provide during organizational transitions, including organizational assessment, conflict resolution, and comprehensive onboarding for incoming leaders Practical approaches to change management that respect organizational culture while implementing process documentation and continuous improvement through innovation management Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Introduction to nonprofit capacity building mindset and JP's journey from Venezuela law school to prison reform work 03:13 JP shares his experiences from grassroots lawyering, refugee camps, to the World Bank and innovation management consulting 09:23 Defining the nonprofit building mindset: shifting from efficiency focus to continuous improvement and a strategic planning approach 14:52 The benefits of creating organizational systems using the "keys by the door" analogy 19:06 Starting with the problem in front of you, addressing inefficiency, and implementing lunch-and-learn sessions for staff development 23:30 Interim executive director role explained: managing transitions, conducting organizational assessment, and providing a month-long leadership onboarding
KEY TAKEAWAYS: The "nonprofit building mindset" transforms nonprofit leadership from crisis management to systematic improvement—asking "how can we do this better?" instead of "how do we get through this smoothly?" Creating systems reduces nonprofit burnout and makes work more rewarding. Simple solutions, eliminate repetitive problem-solving and strengthen your career reputation. Interim executive director services provide critical stabilization during transitions, including calming organizational anxiety, conducting comprehensive assessments, and offering month-long overlap periods that serve as exceptional onboarding for incoming leaders. Change management requires reading organizational culture and picking strategic battles—respect existing values like team togetherness, while finding creative solutions to implement process documentation and improvement initiatives
ABOUT THE GUEST: Juan Pablo "JP" Berrizbeitia is a nonprofit executive and consultant with over 20 years of experience leading organizations through transition and growth. As an Interim Executive Director, he has guided multiple Virginia nonprofits through leadership changes, building capacity and positioning them for long-term success. JP is launching Nonprofit.MBA, a training program for new Executive Directors, and has taught nonprofit leadership at James Madison University. A Fulbright and Chevening scholar with law degrees from Harvard and Warwick University, he has consulted internationally with the World Bank, USAID, and the Pan-American Development Foundation. His grassroots work with marginalized communities in Latin America gives him a unique ability to connect with diverse stakeholders and strengthen organizational impact. JP Pablo Berrizbeitia - Transformational Nonprofit Leader | LinkedIn RESOURCES MENTIONED: For Profit Law Group - Website
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| Beyond the Rugby Pitch: Stewardship, Community, and Nonprofit Leadership with Danny Barrett | 03 Feb 2026 | 00:29:23 | |
Nonprofit leadership transition can be challenging, especially for professional athletes. On The Nonprofit Counsel Podcast, host May Harris welcomes Danny Barrett, former Olympic USA Rugby player and current executive director of the Golden Eagles Foundation. Danny shares his journey from representing Team USA at two Olympics and two Rugby World Cups to leading the Golden Eagles Foundation. Discover how he leveraged donor relationships and community building to overcome the unique challenges of promoting a niche sport. Learn practical strategies for building strong donor relationships in sports organizations and creating lasting impact through authentic donor stewardship.
What You'll Learn in This Episode: How to navigate a nonprofit leadership transition by embracing vulnerability, asking questions, and treating donors as mentors who can provide expertise beyond financial support in areas like marketing and strategy. Why donor stewardship extends far beyond writing checks—creating community through international travel, social events, and personal connections transforms supporters into a loyal family that sustains nonprofit missions long-term. The importance of timing and visibility for youth sports participation growth, including how significant Olympic moments during primetime can dramatically impact sports nonprofit development and athlete pipeline programs.
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Danny Barrett's professional athlete career transition from US rugby national team player to nonprofit leadership role as executive director of Golden Eagles Foundation 03:45 Overcoming challenges in sports nonprofit management for niche sports and preparing for life after an athletic career through career development 10:04 Impact of women's Olympic bronze medal on youth sports participation growth and future opportunities for US rugby with 2028 LA Olympics 15:02 Key advice for nonprofit leadership transition: leveraging donor relationships, asking questions, and using supporters as mentors and board members 19:33 Building community and donor engagement by creating family-like connections among supporters through international travel and shared experiences
KEY TAKEAWAYS: Nonprofit leadership transition requires humility and willingness to ask for help. Executive directors should leverage their donor relationships as a source of expertise in areas such as marketing, sales, and strategy, treating supporters as valued team members rather than just as checkbooks. Timing matters for sports nonprofit growth. The 2024 Paris Olympic bronze medal for women's rugby may have come "four years too early" - the 2028 LA Olympics during primetime could dramatically increase youth sports participation, similar to the 1999 Women's World Cup impact on soccer. Successful donor stewardship and community building extend beyond the sport itself. Creating family-like connections through international travel, social events, and personal introductions transforms supporters into a loyal fraternity that mirrors rugby's inclusive culture and values.
ABOUT THE GUEST: Danny Barrett serves as Executive Director of the Golden Eagles Foundation, a 501(c)3 supporting USA Rugby National Sevens programs. The organization provides fiscal support for international competition and career advancement through its CARE program (Career Advancement Rugby Enhancement). Danny is a former USA Rugby 15s & 7s athlete, two-time Olympian, University of California, Berkeley graduate, three-time collegiate rugby National Champion, and five-time All American. He is the father of 2 beautiful children and married to the love of his life. | |||
| Donor-Advised Funds: Flexibility, Impact, and the Future with Ted Hart | 20 Jan 2026 | 00:25:08 | |
Donor-advised funds are revolutionizing philanthropic giving, and in this episode of The Nonprofit Counsel Podcast, host May Harris sits down with author Ted Hart to explore why. Ted's latest book, The DAF Revolution, unpacks how donor-advised funds have become the fastest-growing form of philanthropy ever, with over $250 billion in assets. They discuss the advantages DAFs offer over private foundations, including simplified charitable tax deductions and flexible grant making. Ted shares how to set up a donor-advised fund for tax benefits, addresses common criticisms, and reveals powerful nonprofit fundraising strategies to help organizations access DAF dollars, essential listening for donors, advisors, and nonprofit leaders.
What You'll Learn in This Episode: Why donor-advised funds outpace private foundations in charitable giving, granting 15-25% of assets annually versus the 5% foundation minimum, and how this benefits donors and nonprofits. How to leverage appreciated assets through DAFs to maximize charitable tax deductions while avoiding capital gains, plus the three types available—national firms, community foundations, and mission-based organizations. Actionable nonprofit fundraising strategies to access more donor-advised fund grants, including major gift fundraising approaches. Best practices for multi-generational giving and legacy philanthropy through DAFs, including involving future generations while maintaining advisor rights.
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Introduction to Ted Hart and The DAF Revolution book, exploring donor-advised funds as the fastest-growing philanthropic giving vehicle 06:42 Why donor-advised funds outperform private foundations: DAFs grant 15-25% annually versus 5% foundation minimum with charitable tax deductions 08:37 Three types of DAFs: national firms like Fidelity Charitable, community foundations, and mission-based organizations for grant making 14:17 Setting up a donor-advised fund: investment options and multi-generational giving strategies for legacy philanthropy and the downsides of a DAF 22:13 Ten nonprofit fundraising strategies for accessing DAF funding through significant gift relationships
KEY TAKEAWAYS: Donor-advised funds reached $250 billion in assets, hitting their first $100 billion in just 30 years versus over a century for private foundations, making them the fastest-growing philanthropic giving vehicle. DAFs grant 15-25% of assets annually without payout requirements, while private foundations give only 5%, proving donors are more generous without government mandates and can focus on charitable giving based on values. Every nonprofit needs a DAF strategy: ten fundraising strategies include significant gift relationships and leveraging community foundations to access this growing funding source.
ABOUT THE GUEST: Ted Hart is a global thought leader in philanthropy and the author of The DAF Revolution: Making a Difference in Our Modern World. With over three decades of nonprofit leadership, he served as CEO of CAF America and CAF Canada, overseeing $4.6 billion in charitable grants to organizations in over 135 countries. Through TEDHART.COM LLC, Ted advises foundations, corporations, and nonprofits on donor-advised funds, cross-border philanthropy, and ethical fundraising. He hosts The Nonprofit Coach and Everything DAF! podcast, the longest-running program in the nonprofit sector.
RESOURCES MENTIONED: For Profit Law Group - Website
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| From Survival to Service: Resilience in Nonprofit Fundraising with Ken Miller | 06 Jan 2026 | 00:33:32 | |
Nonprofit fundraising expert Ken Miller joins May Harris on The Nonprofit Counsel Podcast to share transformative insights on building sustainable development programs and organizational resilience. Ken, founder and CEO of Denali FSP, brings a unique perspective shaped by his journey from homelessness to becoming a Certified Fund-Raising Executive. He reveals how to start a nonprofit fundraising program by understanding your "why" and reframing donor asks as invitations rather than requests. Ken emphasizes that effective fundraising professionals give donors opportunities to feel good about their contributions. The conversation explores storytelling in fundraising, preparing for setbacks, and navigating nonprofit life cycles with acceptance rather than shame.
What You'll Learn in This Episode: How to overcome fear in nonprofit fundraising by understanding your personal why and viewing donor asks as invitations to join a meaningful mission rather than uncomfortable requests for money. Essential steps for nonprofit founders, including legal compliance requirements, avoiding board governance conflicts of interest, understanding nonprofit finance basics like P&L statements and budgets, and joining the Association of Fundraising Professionals for support. Why shallow engagement through social media fails compared to deep storytelling in fundraising that creates emotional connections, paints pictures of future impact, and builds lasting community through the power of "we."
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Ken shares his journey from addiction and homelessness to a nonprofit fundraising leader and his entry into development director work at Bean's Cafe soup kitchen 04:46 Understanding your why as a fundraising professional and reframing the ask as giving donors opportunities to feel good about supporting causes they believe in 14:41 Essential advice for nonprofit founders, including legal requirements, solicitation licenses, and avoiding board conflicts of interest 20:57 Organizational resilience in facing known versus unknown setbacks and accepting truth when unexpected obstacles arise 30:10 Resources for fundraisers of color and the importance of finding a mentor in the nonprofit sector
KEY TAKEAWAYS: Successful nonprofit fundraising requires understanding your personal why and recognizing that you're not taking from donors—you're allowing them to feel good about supporting something they believe in, which removes fear from the solicitation process. Nonprofit founders must establish a solid legal foundation, including articles of incorporation, solicitation licenses, and proper board governance that avoids conflicts of interest, ensuring founders never serve on boards that set their own salaries. Organizational resilience means preparing for known setbacks and accepting the truth about unknown ones—not all problems are solvable, and sometimes the only solution is to face the facts and move forward, not let emotions drive you.
ABOUT THE GUEST: Ken Miller is an author, speaker, and the founder of Denali FSP, a consulting firm dedicated to helping organizations achieve sustainable funding. His book, Becoming Ken: One Black Man's Journey from Ivy League to Prison and Back Again, chronicles his powerful story of resilience, redemption, and authenticity. Through his keynotes and programs like "From Rock Bottom to Resilience," Ken inspires audiences to embrace truth, face adversity, and make meaningful life choices.
Men of Color in Development - Website Association of Fundraisers - Website For Profit Law Group - Website
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| How to Effectively Mobilize Your Nonprofit Volunteers with Rachael Orose | 16 Dec 2025 | 00:30:11 | |
Nonprofit volunteer management transforms how organizations create community impact. In this episode of The Nonprofit Counsel Podcast, host May Harris interviews Rachael Orose, Executive Director of Words Alive, about mobilizing 800+ volunteers annually for her San Diego literacy program. Rachael reveals strategies for meaningful volunteer recruitment, integrating volunteerism with philanthropy, and building a strong nonprofit board of directors from your existing volunteer base. Discover proven approaches to community engagement, creating clearly defined volunteer roles, and building mission-aligned board development processes that support nonprofit leadership during challenging times.
What You'll Learn in This Episode: How to implement effective nonprofit volunteer management systems that create meaningful service opportunities and prevent volunteer burnout through clearly defined role descriptions Strategies for successful volunteer recruitment and retention by leveraging your existing volunteer base and creating pathways from volunteerism to philanthropic engagement The secret to building a strong, mission-aligned board of directors by recruiting from your volunteer community and fostering educational nonprofits' best practices Ways to navigate nonprofit strategy challenges during shifting philanthropic landscapes while centering joy and social impact in your mission-driven organization
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Rachael shares her journey into the nonprofit sector and discusses nonprofit volunteer management and San Diego's literacy crisis 06:27 Building a volunteer base: How Words Alive mobilizes 800+ volunteers through meaningful community engagement and narrow role descriptions 10:29 Integrating volunteer recruitment with philanthropic engagement and equipping volunteers to experience the impact of their efforts 16:16 Nonprofit leadership challenges: Navigating shifting philanthropic landscapes and maintaining social sector stability during resource constraints 21:21 Board development strategies: Recruiting mission-aligned directors from existing volunteer pools and fostering nonprofit board effectiveness 28:54 Keeping the work joyful is key to a successful nonprofit
KEY TAKEAWAYS: Volunteer management success requires creating narrowly scoped, meaningful roles with written descriptions that directly tie to your mission—avoiding burnout while showing volunteers the clear path their work creates to change lives Two-thirds of Words Alive's board of directors came from existing volunteer roles, proving that recruiting from your engaged volunteer base creates mission-aligned nonprofit leadership with deep organizational understanding Literacy programs can solve San Diego's crisis, where half of the children don't read at grade level, but the solution requires love, time, and one-on-one reading programs with caring adults building children's literacy skills Successful nonprofit strategy integrates volunteer coordination with donor cultivation—when volunteers also become donors, it creates deeper philanthropic engagement and a more substantial commitment to your mission
ABOUT THE GUEST: Rachael is a social sector leader with over 25 years of experience in community collaboration, social entrepreneurship, and strengthening low-income communities. She has coordinated the distribution of more than 20 million books and educational resources valued at over $100 million to children from low-income families, including developing an innovative model that empowers high school vocational programs to serve as national distribution points. As Executive Director of Words Alive, a San Diego-based nonprofit, she leads a team that mobilizes 900+ volunteers annually to connect more than 5,000 children, teens, and families to the power of reading. Originally from Michigan, Rachael is also a mom, avid traveler, reader, two-time cancer survivor, and National Parks enthusiast who now lives in San Diego with her family.
Rachael Orose - Executive Director at Words Alive | LinkedIn For Profit Law Group - Website
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| Responsible Bravery: Nonprofits in a Time of Declining Democracy with Vu Le | 03 Mar 2026 | 00:30:47 | |
Nonprofit leadership faces its greatest test as democracy in the United States is under attack, demanding sector-wide transformation. In this episode, May Harris welcomes Vu Le, rabble rousing nonprofit leader and creator of the Nonprofit AF blog, who argues that moderation has paralyzed nonprofits from taking necessary political advocacy stances. Vu dismantles the myth that organizations will lose their tax-exempt status for speaking up, revealing how fear-based assumptions prevent authentic action. He explains why progressive philanthropy falls short compared with conservative foundation funding strategies and calls for 20-year general operating funds rather than restrictive one-year grants. This episode challenges nonprofit-sector norms around Robert's Rules, competitive processes, and risk aversion, while offering hope through community-organizing and movement-building examples from Minnesota to Namibia.
What You'll Learn in This Episode: Discover why white moderation poses the greatest threat to nonprofit leadership effectiveness and how Dr. Martin Luther King Jr.'s warnings about prioritizing civility over justice remain relevant for today. Learn the specific foundation funding strategies that make conservative movements succeed where progressive philanthropy fails. Explore practical steps for nonprofit advocacy without risking tax-exempt status.
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Speaking up during genocide and fascism and exploring white moderation in the nonprofit sector 04:15 Checking assumptions about donor engagement losses, tax-exempt status fears when taking stands and why you don't need 501c3 status to create impact 08:19 How progressive philanthropy fails compared to conservative foundation funding strategies for political advocacy 13:00 Building institutions and controlling media narratives through strategic funding, like the Heritage Foundation model 19:17 Crappy funding practices movement and using public shaming to demand foundation funding accountability 23:31 Hope in the midst of gloom and questioning every assumption and experimenting with generative governance like minimally viable boards
KEY TAKEAWAYS: Conservative funders invest strategically with 20-year general operating funds, while progressive philanthropy hobbles its partners with one-year restricted grants. This foundation funding disparity explains why right-wing movements control cultural narratives, elect judicial appointees, and build lasting institutional funders while the left intellectualizes without action. The fear of losing donor engagement or tax-exempt status prevents nonprofit advocacy, but checking these assumptions reveals the opposite: organizations supporting Black Lives Matter gained five new supporters for every donor lost. Working without 501(c)(3) status through mutual aid, religious organizations, or LLCs is a viable alternative. Nonprofit sector transformation requires abandoning Robert's Rules and competitive grant processes in favor of generative governance models, such as minimally viable boards paired with robust community boards. Success demands that nonprofit leaders question every baked-in assumption, from five-day workweeks to single-CEO structures.
ABOUT THE GUEST: Vu Le challenges nonprofit norms with joy and humor through his widely read blog NonprofitAF.com. With over two decades of sector experience, including 13 years as an executive director, he co-founded the Community-Centric Fundraising movement and authored "Reimagining Nonprofits and Philanthropy." He won the National Committee for Responsive Philanthropy's inaugural Pablo Eisenberg Memorial Prize for Philanthropy Criticism in 2024. Vu Le (@nonprofitaf) - Instagram For Profit Law Group - Website
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| Digital Strategies in the Nonprofit World with Michael Stein | 17 Feb 2026 | 00:38:08 | |
Michael Stein, a nonprofit strategist with 30+ years of experience, has witnessed the complete evolution of digital fundraising from its inception in the 80's to today's AI-powered landscape. In this conversation with May Harris, he reveals how nonprofit strategy has shifted from simple email collection to sophisticated donor stewardship programs using predictive analytics. Discover why CRM platforms are the single most transformational investment, how to leverage multi-channel marketing without overwhelming small teams, and why donor privacy must guide every technology decision. Stein shares practical insights on wealth screening, social media advertising, and breaking down organizational silos that prevent innovation. This episode offers actionable strategies for building sustainable donor relationships.
What You'll Learn in This Episode: How digital fundraising has evolved from experimental donation pages in the 1990s to today's integrated multi-channel marketing approaches, and why understanding this progression helps nonprofits make smarter technology investments for donor relationship building. The essential role of CRM platforms in modern nonprofit operations, including how to choose the right system for your organization's size, why platforms like Salesforce and MailChimp democratize access to fundraising technology, and how donor data management drives success. Strategic approaches to donor stewardship using wealth screening, behavioral analysis, and AI in nonprofits for predictive modeling that helps identify monthly donor candidates and major gift prospects across all organization sizes.
Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.
TIMESTAMPS: 00:00 Michael discusses donor data collection and privacy considerations in digital fundraising 04:50 Evolution from experimental donation pages to essential customer relationship management platforms 12:51 Donor privacy best practices and data security in modern fundraising technology and donor behavior 16:00 Using wealth screening and behavioral analysis to identify donor relationship potential 22:30 Essential mindset shifts for nonprofit strategy success in the digital age, including AI in nonprofits and predictive donor stewardship models 33:03 Measuring campaign effectiveness across platforms and future trends in social media advertising
KEY TAKEAWAYS: The most transformational investment any nonprofit can make is securing the right CRM platform that integrates email marketing tools, donation processing, event management, and donor data tracking, with options now affordable even for three-person organizations through vendors like MailChimp, Salesforce, and Blue Orange. AI in nonprofits is democratizing access to sophisticated predictive analytics and wealth screening capabilities, allowing smaller organizations to identify monthly donor prospects and major gift candidates with the same precision previously available only to large institutions. Donor privacy must guide every technology decision, requiring nonprofits to invest in secure platforms and use private versions of AI tools rather than free options.
ABOUT THE GUEST: Michael Stein is a nonprofit strategist with 30+ years of experience leading multi-channel campaigns for Habitat for Humanity International, Consumer Reports, the Clinton Foundation, and the Commonwealth Club. He helps small- to mid-sized nonprofits through strategy, digital innovation, and technology adoption. Former Senior Account Executive at Mal Warwick Donordigital and AFP Golden Gate Chapter Board Member, Michael authored three books, including Fundraising on the Internet (1997). Featured in The New York Times, Chronicle of Philanthropy, NPR, and Wired.
Michael Stein - Digital marketing & fundraising consultant to nonprofits. | LinkedIn For Profit Law Group - Website
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