Generosity grows when it’s planned with intention. In this episode, Kristi Ackley and CPA Kyle Wesely reveal how strategic tax and financial planning can transform charitable giving into a powerful tool for both donors and the causes they support.

You’ll discover:

• Practical tax-wise strategies that maximize donor impact

• How to align giving with personal values and long-term goals

• Ways to strengthen donor relationships through thoughtful planning
  

🎧 Listen now to learn how smart financial planning can unlock generosity that lasts.

Key Topics/Themes: Charitable tax planning, maximizing donor impact, aligning giving with values, donor relationships

The future of fundraising is already unfolding — are you ready for it? Guest host Rebecca Lynn Petersen sits down with Katrina Pierson to explore the trends, skills, and strategies shaping tomorrow’s philanthropic landscape.

We explore:

• Key trends reshaping fundraising today and tomorrow

• Characteristics of successful fundraisers in a changing world

• Why mindfulness and emotional intelligence matter in development work
  

🎧 Listen now to get ahead of the curve and prepare for the future of fundraising.

Key Topics/Themes: Fundraising trends, emotional intelligence, adaptability, future of philanthropy, leadership in development

Sometimes the hardest part of fundraising isn’t donors or dollars — it’s ourselves. Coach Tricia Schleper joins to unpack the limiting beliefs that quietly hold professionals back and how to break free.

✨ Inside this episode:

• The mindset traps that keep you stuck in self-doubt

• How reframing your thinking leads to stronger results

• Confidence-building practices you can use right away
  

🎧 Listen now to discover how a shift in mindset can unlock your next big breakthrough.

Key Topics/Themes: Mindset, professional confidence, self-limiting beliefs, fundraising growth

Bequests can be a blessing — or a nightmare. Melissa Peacock of Animal Humane Society shares cautionary tales of gifts gone wrong and how to prevent donor intent from unraveling.

✨ Inside this episode:

• Real stories of bequests that went sideways

• Lessons every fundraiser should take to heart

• How to protect donor wishes and your organization’s future
  

🎧 Press play for stories that are spooky, eye-opening, and full of wisdom.

Key Topics/Themes: Bequests, donor intent, planned giving pitfalls, lessons learned

Still spending hours at your desk writing emails? Fundraiser Sami Sheehan shows how AI can free you to spend more time with donors while still delivering authentic communication.

✨ Inside this episode:

• How to write AI prompts that actually save time

• Practical ways to use AI for both mass and 1:1 donor messaging

• Why tech can support — not replace — human connection
  

🎧 Listen now to explore how AI can transform your communications workflow.

Key Topics/Themes: AI in fundraising, donor communication, efficiency, technology in philanthropy

Season Four kicks off with fresh voices and new energy! Guest host Scott Nelson and MGPA President Joe Thiegs share their journeys, what drives their work, and resources available to MGPA members.

✨ Inside this episode:

• Why professional community matters in fundraising

• Unique challenges rural nonprofits face — and how to support them

• Resources and opportunities through MGPA
  

🎧 Press play to start the season with inspiration and connection.

Key Topics/Themes: MGPA resources, rural nonprofits, professional growth, planned giving

Changing careers is never simple, but it can be transformative. Tony Mullen shares his leap from corporate sales into nonprofit development — and how planned giving training accelerated his success.

✨ Inside this episode:

• Lessons learned from making a bold career shift

• How planned giving skills add confidence and credibility

• Advice for newcomers finding their footing in fundraising
  

🎧 Listen now to be inspired by a real-world career transition into development.

Key Topics/Themes: Career transitions, planned giving training, professional growth, development careers

Link: Tony Mullen⁠

Not all donors are the same — and your communications shouldn’t be either. In this encore episode, Steve Boland explains how segmentation turns legacy donor outreach into powerful, personal connection.

✨ Inside this episode:

• Why segmentation is critical for planned giving

• How to tailor messaging to resonate with legacy donors

• Tips for cultivating donor relationships that open new doors
  

🎧 Press play to sharpen your legacy donor communication strategy.

Key Topics/Themes: Donor segmentation, legacy giving, donor cultivation, strategic communication

What if funders and nonprofits worked from a foundation of trust? Kim Snyder of Excelsior Bay Group reveals how trust-based fundraising strengthens organizations and communities far beyond the dollars given.

✨ Inside this episode:

• Why trust is the missing link in many funding relationships

• How to create partnerships that expand nonprofit capacity

• Real-world lessons from rural Minnesota collaborations
  

🎧 Listen now to learn how building trust can transform your fundraising.

Key Topics/Themes: Trust-based philanthropy, nonprofit capacity building, equity, funder relationships

A strong development team doesn’t just raise money — it grows together. In this episode, Marie and Gay explore the professional development options that can spark growth for both individuals and teams.

✨ Inside this episode:

• Practical resources to grow skills and confidence

• How to strengthen team dynamics through shared learning

• Tips for expanding your network and advancing your career
  

🎧 Press play to discover the tools that can take you — and your squad — to the next level.

Key Topics/Themes: Professional development, team growth, fundraising skills, networking

Charitable Gift Annuities can be a win-win — but only if you know how to use them well. Consultant Edie Adkins shares her expertise on this powerful giving tool and what nonprofits need to watch for.

✨ Inside this episode:

• CGA basics explained in clear, simple language

• The best prospects for this gift vehicle (and who isn’t a fit)

• Key compliance updates every nonprofit should know
  

🎧 Press play to build confidence in offering CGAs as a tool for donor generosity.

Key Topics/Themes: Charitable Gift Annuities, donor prospects, compliance, planned giving strategies

If Part 1 left you curious, this conversation goes deeper. In part 2, Frances Roen returns to share all five essentials for fundraising that nourishes both community and the people doing the work.

✨ Inside this episode:

• The complete roadmap for making fundraising energizing

• How wellness practices ripple out to strengthen donor relationships

• Practical shifts to make your team’s culture more life-giving
  

🎧 Listen now to discover how fundraising can become the bright spot in your day.

Key Topics/Themes: Fundraising wellness, sustainable practices, team culture, Sol Full Fundraising

Thoughtful planning today can shape legacies for generations to come. Host Ali Schneider talks with Sherrie Beal, a leader in one of the nation’s most established planned giving programs, about the art and impact of estate planning.

You’ll discover:

• How to have deeper, more intentional conversations with donors

• Practical ways to educate supporters about planned giving options

• Strategies to foster long-term thinking and maximize fundraising impact
  

🎧 Listen now to learn how estate planning can strengthen donor relationships and create lasting change.

Key Topics/Themes: Estate planning, donor conversations, planned giving strategy, fostering legacy thinking

What separates a good campaign from a truly successful one? Storytelling expert Lori Jacobwith walks through nine steps that every fundraiser needs to master for lasting results.

Step 1 - Leadership
Step 2 - Staff
Step 3 - Board Members
Step 4 - Goals, Timelines, and Urgency
Step 5 - Telling Your Story
Step 6 - Keeping Your Donors Engaged
Step 7 - Money Conversations
Step 8 - Be Specific
Step 9 - Donor Data Management

✨ Inside this episode:

• The nine pillars of a strong campaign strategy

• How storytelling creates “hope journeys” that donors remember

• The simple thank-you practice that boosts donor retention by 37%

🎧 Press play for a masterclass in campaigns that inspire action and build loyalty.

Key Topics/Themes: Campaign strategy, storytelling in fundraising, donor retention, board involvement

Link: ⁠Lori L. Jacobwith

Events look different than they did just a few years ago — but they remain powerful touchpoints for donors. Aileen Rosa Sanchez shares how organizations are reimagining events that engage people far beyond the ballroom.

✨ Inside this episode:

• What’s changed about fundraising events since Covid

• Practical tips for boosting donor connection before, during, and after

• A success story that shows how thoughtful design can pay off
  

🎧 Listen now to get inspired for your next event — and make it your most meaningful yet.

Key Topics/Themes: Fundraising events, post-Covid donor engagement, stewardship strategies, event innovation

The rules around IRA giving just changed — and so did your conversations with donors. Experts Craig Wruck and Dana Holt break down what the new SECURE 2.0 Act means and how you can use it to spark fresh generosity.

✨ Inside this episode:

• The most important updates fundraisers need to understand

• How to turn complex law into simple donor conversations

• Opportunities to inspire giving in brand new ways
  

🎧 Press play to get up to speed — and ready to guide your donors with confidence.

Key Topics/Themes: SECURE 2.0 Act, IRA giving, fundraising law, donor strategy, legacy conversations

Behind every strong fundraising effort is a strong team — and strong leadership to guide it. Aileen Rosa Sanchez joins Gay and Kristi to talk about the art of building and coaching development teams that truly flourish.

✨ Inside this episode:

• How transformational leaders recruit, train, and inspire

• Practical ways to embed IDEA (inclusion, diversity, equity, access) into culture

• Keys to reaching hard-to-reach communities with authenticity
  

🎧 Listen now for strategies to lead with equity, vision, and heart.

Key Topics/Themes: Leadership, development teams, transformational coaching, IDEA values, equity in philanthropy

About Our Guest:

⁠Aileen Rosa Sanchez⁠ is the Senior Director of Philanthropy at Lutheran Social Service of Minnesota and Children's Home. She is a strategy, equity and fund development leader. Aileen’s previous philanthropic portfolio includes Mayo Clinic, the Women’s Foundation of Minnesota, and various Twin Cities nonprofits, as well as political and foundation engagement. Aileen helped co-found the Latino Economic Development Center in Minnesota and also the New World School of the Arts Alumni Foundation in her hometown of Miami, Florida. She has also helped build diversity, equity, and inclusion initiatives at various institutions.

Link: Aileen Rosa Sanchez⁠

What if fundraising didn’t drain you, but actually gave you energy? Frances Roen believes it can. In this first conversation on “Sol Full Fundraising,” she shares the practices that help nonprofit teams thrive instead of burn out.

✨ Inside this episode:

• The first steps to making fundraising feel joyful, not heavy

• Why wellness is the secret ingredient in sustainable giving

• A new way of thinking about how generosity flows through organizations
  

🎧 If you’ve ever felt weighed down by this work, press play to rediscover the joy at its heart.

Key Topics/Themes: Wellness in fundraising, team sustainability, Sol Full Fundraising, joy in development

What if the biggest barrier in your fundraising career isn’t strategy, confidence, or capacity— but the story you’re telling yourself?

In this episode, life coach Tricia Schleper helps us uncover the invisible beliefs that quietly hold development professionals back. These internal narratives shape how we communicate, lead, and pursue growth… often without us even realizing it. If you’ve ever felt stuck, stressed, or unsure why you can’t seem to break through to the next level, this conversation may be the shift you’ve been waiting for.

✨ Inside this episode:

• What limiting beliefs really are—and why they’re often hidden beneath the surface
• How these beliefs sabotage our communication, growth, and confidence as fundraisers
• Common limiting beliefs Tricia sees among nonprofit professionals
• Practical ways to identify, challenge, and release the narratives that keep you playing small

🎧 Press play to start dismantling the beliefs that are holding you back—and unlock new levels of clarity, confidence, and impact.

Key Topics/Themes: Mindset, limiting beliefs, professional growth, overcoming fear, communication, personal development for fundraisers

What if economic uncertainty didn’t have to derail your fundraising—but actually opened the door to new opportunities?

In this episode, Jennifer Berges, Director of Philanthropy at EngenderHealth, shares what she’s learned navigating donor relationships through past recessions. She explains why planned and legacy giving become essential tools during downturns and how fundraisers can help donors support the missions they love in creative, sustainable ways.

✨ Inside this episode:

• What economic uncertainty really means for fund development teams
• Why planned & legacy gifts are powerful stabilizers in tough seasons
• Practical strategies Jennifer has used to keep organizations strong during recessions
• How to guide donors toward meaningful long-term giving—even when finances feel tight

🎧 If you’re wondering how to fundraise confidently in a shifting economy, this conversation is full of wisdom, strategy, and steady reassurance.

Key Topics/Themes: Planned giving, recession fundraising, donor strategy, economic uncertainty, sustainability in developmentAbout Jennifer: Jennifer is responsible for developing and executing EngenderHealth’s individual giving strategy, including major gifts, planned giving, and family foundation gifts. She also oversees the philanthropy team and annual giving. Jennifer has more than 17 years of experience in fundraising, management, and leadership at higher education, public media, and arts organizations. Prior to joining EngenderHealth, she served as development director at the University of Minnesota Duluth. Jennifer holds a bachelor of arts in history and American culture studies from Washington University in St. Louis and a master of business administration from the University of South Florida.

Gratitude isn’t just a seasonal theme—it’s the heartbeat of donor relationships.

In this uplifting episode, two seasoned philanthropy leaders, Lynn Praska and Susan Hommes, reflect on what they’ve learned across more than six decades of combined donor relations experience. Their stories will remind you why this work matters—and how centering donor passion can transform your organization and your own sense of purpose.

✨ Inside this episode:

• What decades of donor relations experience reveal about gratitude and generosity
• Real stories and lessons learned from the field
• How to center donor passion in every interaction
• Practical tips for creating meaningful, joyful donor engagement

🎧 If you need a dose of inspiration or a reminder of why donor relationships are a privilege, this episode will fill your cup.

Key Topics/Themes: Donor relations, stewardship, gratitude, relationship-building, donor engagement Guest bios:Lynn PraskaLynn joined the planned giving team at the University of Minnesota Foundation in 2009. She came to the Foundation from Hamline University where she had more than 17 years of planned and major gift development experience. Lynn is a member of the National Association of Charitable Gift Planners and the Minnesota Gift Planning Association. She served on the MGPA board from 2006 to 2011, and as chair in 2008. Lynn currently served on the Conference Committee and Communications Committee for MGPA. Susan HommesSusan joined the planned giving team at the University of Minnesota Foundation in 2007 and was recently named Senior Director of Planned Giving. She has over 30 years of development experience, having held positions with United Way, Catholic Charities of Minneapolis and St. Paul, and Community Action Council (360 Communities). Susan earned her B.A. from the College of St. Benedict and her M. A. in public administration and management from Hamline University. She is a member of the National Association of Charitable Gift Planners and the Minnesota Gift Planning Association, serving as chair in 2006. She currently served on the board and is past president of the West St. Paul/Mendota Heights Rotary Club and is an active volunteer with St. Pascal Baylon church and school. She lives in St. Paul with her husband Joe and son Peter. She enjoys hiking, bicycling, and wine!

Crypto, NFTs, and digital assets—buzzwords or fundraising opportunities?

In this accessible introduction to the world of digital currency, Dan⁠, ⁠Chase⁠, and ⁠Carl⁠ break down the basics: where cryptocurrency came from, how it works, and what fundraisers need to know about accepting crypto gifts. Whether you’re crypto-curious or crypto-cautious, this episode demystifies a fast-evolving landscape.

✨ Inside this episode:

• A simple intro to cryptocurrency and NFTs
• How digital assets are being used today—and where they’re heading
• Risks and considerations for nonprofits
• Practical steps for preparing your organization to accept crypto gifts

🎧 If you’ve wondered what crypto means for fundraising, start here—no tech degree required.

Key Topics/Themes: Cryptocurrency, digital giving, nonprofit finance, NFTs, emerging fundraising toolsAbout Our Guests:

Dan Kramer is a financial strategist and investor in the St. Cloud area that helps clients nationwide with organizing and structuring their personal finances to gain more control of their money, recover losses to increase client's wealth.

Chase Larson is the Chief Lending Officer at St. Cloud Financial Credit Union and is a results driven leader with 15 years of experience in Finance, Credit and Banking.

What if the biggest barrier to your fundraising success is the story you’re telling yourself?

In this eye-opening episode, Ali⁠ & ⁠Kristi⁠ sit down with NLP Trainer, Author, and Speaker Betsy Pake to explore how our internal narratives shape the way we communicate with donors, pursue goals, and interpret money. Betsy reveals how understanding your own “unconscious programming” can unlock new levels of effectiveness, confidence, and connection.

✨ Inside this episode:

• How unconscious stories shape fundraising conversations and outcomes
• Simple, practical steps to increase self-awareness and get “unstuck”
• How to recognize patterns in yourself—and in your donors
• Using donor “buying strategies” to build stronger, more aligned relationships

🎧 Tune in and discover how shifting your inner narrative can radically transform the way you show up in your fundraising work.

Key Topics/Themes: Mindset, NLP, donor psychology, internal narratives, communication, self-awareness for fundraisers

Betsy is a Master Mindset coach, board-certified trainer of NLP and Hypnotherapy and founder of The Alchemy institute. As a best-selling author, speaker, and host of the popular podcast, The Art of Living Big, Betsy creates opportunities to shift your mindset and change your life. You can find out more about her on her website: betsypake.com.

Your roots can inspire your greatest impact. In this conversation, Kristi Ackley talks with Chris Haarstick about how he started a community fund in his 20s to invest in the future of his northern Minnesota hometown.

You’ll discover:

• The power of community giving and why it matters

• How younger generations are actively shaping their legacies

• Inspiring lessons from Chris’s journey as a hometown philanthropist
  

🎧 Listen now to see how giving back locally can spark a ripple effect of change.

Key Topics/Themes: Community giving, youth philanthropy, legacy mindset, hometown investment

Every seasoned fundraiser has a story that keeps them up at night… But these are next-level.

In this classic episode, Carl Newbanks and Kristi Ackley sit down with Jim Dwyer and Nancy Brown to share real-life bequest stories that went sideways—sometimes in shocking, unforgettable ways. Beyond the scares, this episode is packed with wisdom about what to do (and what to avoid) when navigating donor intentions and estate gifts.

✨ Inside this episode:

• True “nightmare” bequest stories from the field
• Lessons learned from decades of planned giving experience
• How to prevent common (and uncommon!) bequest pitfalls
• Why clear communication is everything when it comes to estate gifts

🎧 Press play for a mix of spooky storytelling and practical planned giving insight.

Key Topics/Themes: Planned giving, bequests, donor communication, risk management, real-world case examples

Imagine a board that doesn’t just support your fundraising… but is energized by it.

In this episode, Ali & Marie welcome consultant and co-host Kristi Ackley, who breaks down her most effective strategies for turning hesitant board members into confident fundraising partners. From identifying strengths to reducing fear, Kristi shares an empowering, strengths-based approach every organization can use.

✨ Inside this episode:

• Why board members resist fundraising—and how to overcome it
• How to identify each member’s unique strengths and interests
• Using Kay Sprinkel Grace’s AAA model to position members for success
• Practical, confidence-building ways to increase board engagement

🎧 If you’re craving fresh ways to inspire your board, this episode is full of immediately usable ideas.

Key Topics/Themes: Board engagement, fundraising confidence, AAA model, board development, leadership

Minnesota’s nonprofit sector has weathered crisis after crisis—but what does the future hold?

In this powerful conversation, MCN Associate Director Kari Aanestad shares insights into how organizations are navigating ongoing challenges: COVID-19 recovery, shifts in charitable giving, racial equity efforts, economic pressures, and threats to democracy. Her perspective offers clarity, nuance, and hope during a time of constant change.

✨ Inside this episode:

• How Minnesota nonprofits have been impacted by major recent events
• Promising trends, concerning shifts, and emerging needs
• How organizations are adapting in real time
• What nonprofit leaders should be watching in the years ahead

🎧 If you want a pulse on the state of Minnesota’s nonprofit landscape, this episode is essential listening.

Key Topics/Themes: Nonprofit sector trends, Minnesota nonprofits, equity, economic pressures, policy impacts

What if your strongest asset for planned giving… is your volunteers?

Co-hosts Carl & Kristi are joined by Wells Fargo Philanthropic Advisor Marie Ruzek, who shares how she successfully built three thriving volunteer planned giving committees. From committee structure to common pitfalls, Marie gives a clear roadmap for anyone ready to deepen their legacy giving efforts.

✨ Inside this episode:

• Why volunteers can be powerful ambassadors for planned giving
• Six steps to building a high-impact volunteer committee
• How to choose the right volunteers—and keep them engaged
• Do’s and don’ts to ensure long-term success

🎧 Grab a notepad—this episode is packed with actionable, real-world guidance.

Key Topics/Themes: Planned giving, volunteer engagement, committee structure, donor cultivation, legacy giving

Only 33% of U.S. adults have a will—an enormous challenge and opportunity for nonprofits.

In this episode, Patrick Schmitt⁠ of ⁠FreeWill shares powerful estate planning data, generational trends, and fundraising insights. Learn how your organization can use Make a Will Month to spark legacy conversations, unlock long-term commitments, and steward younger generations of donors.

✨ Inside this episode:

• Key estate planning statistics every fundraiser should know
• How nonprofits can leverage Make a Will Month
• The rise of millennial wealth and what it means for legacy giving
• Crypto giving trends and how to prepare for the future

🎧 If your organization wants more planned gifts, this episode is a goldmine of talking points.

Key Topics/Themes: Planned giving, estate planning, generational giving, crypto philanthropy, legacy commitments

This episode's co-hosts are Ali Schneider, Animal Humane Society and Kristi Ackley, Fair Winds Consulting. To learn more about FreeWill, visit their website: https://www.freewill.com/

What if better time management could transform not just your productivity—but your wellbeing?

Co-hosts Ali & Kristi sit down with Tammy Moore of Being Moore to explore practical time management strategies tailored to the unique demands of development work. This episode will help you reduce overwhelm, reclaim energy, and design a more sustainable rhythm for your work and life.

✨ Inside this episode:

• Why fundraisers face unique time management challenges
• Tools and habits to reduce stress and increase focus
• How to balance competing priorities without burning out
• Strategies to create a work/life blend that actually works

🎧 If you’re ready to take control of your days instead of reacting to them, this episode will guide the way.

Key Topics/Themes: Productivity, time management, burnout prevention, work/life balance, development operationsAbout Our Guest

Tammy is the founder of Being Moore - a marketing and communications consultancy. She is a passionate storyteller, nonprofit supporter and fundraising messenger. Connect with her on LinkedIn: https://www.linkedin.com/in/tammymooremn/

Should donors invest in the long game through an endowment—or take a big swing now for immediate impact?

In this crossover episode with the Next in Nonprofits podcast, Carl⁠, ⁠Kristi⁠ & Steve dive into big-gift thinking. They explore how fundraisers can guide donors through meaningful, strategic decisions while balancing sustainability, community needs, and donor intent.

✨ Inside this episode:

• When (and why) endowments make sense
• What “big swings” look like—and when they’re worth pursuing
• How boards and fundraisers can navigate major-gift decision-making
• Community-centric giving considerations

🎧 If you love big-picture fundraising strategy, this conversation will spark ideas for your next major donor conversation.

Key Topics/Themes: Endowments, major gifts, donor strategy, community-centric giving, big swings

DEI work looks different everywhere—and rural Minnesota has its own unique challenges and opportunities.

In this thoughtful conversation, Carl & Kristi speak with Don Hickman from the Initiative Foundation about decades of work in rural communities. Through stories and insights, Don shares how shared goals, patience, and local partnerships can open doors where resistance once stood.

✨ Inside this episode:

• What DEI work looks like in rural Minnesota
• Lessons learned from years of community-based work
• How funders and nonprofits can create meaningful change
• Why shared goals can bridge cultural divides

🎧 This episode offers nuance, humility, and renewed encouragement for anyone working toward equity in challenging environments.

Key Topics/Themes: DEI, rural communities, community partnerships, nonprofit field insights

The Great Resignation hit nonprofits hard—so how do we retain talent, culture, and donor trust?

Co-hosts Gay & Mark welcome back Patrick Kirby to unpack the ripple effects of staffing shortages and turnover in the nonprofit sector. Together, they explore cultural solutions, practical strategies, and new mindsets that help teams stay grounded and motivated.

✨ Inside this episode:

• How the Big Quit is reshaping nonprofit workplaces
• What fundraisers need most from their organizations right now
• Strategies to build a culture people actually want to stay in
• How talent retention impacts donors and fundraising results

🎧 If your organization is navigating staffing challenges, this episode will help you lead with clarity and compassion.

Key Topics/Themes: Staffing, retention, culture, resilience, nonprofit leadership

Launching a major fundraising campaign can feel overwhelming—but it doesn’t have to.

In this episode, Gay & Kristi talk with Katrina Pierson of Katrina Lynn Consulting about what separates successful campaigns from stressful ones. From feasibility studies to strong leadership, Katrina breaks down what organizations must have in place before they launch.

✨ Inside this episode:

• The essential building blocks of a successful campaign
• When to consider hiring outside support
• How to engage your board and campaign leadership early
• Red flags—and green lights—for campaign readiness

🎧 Whether planning your first campaign or your fifth, this episode offers clear, actionable guidance.

Key Topics/Themes: Campaign planning, feasibility studies, board engagement, major fundraising

Great leadership starts with the fundamentals. Host Gay Gonnerman sits down with Dale Wright, Associate Vice Chancellor for Advancement at the University of Illinois Urbana-Champaign, to explore his “Core Four” principles of leadership.

You’ll discover:

• Dale’s Core Four: Attitude, Focus, Discipline, and Consistency

• How collaboration drives stronger results across teams and organizations

• Leadership lessons from two decades of fundraising success
  

🎧 Listen now to learn how consistent leadership and collaboration can transform your work.

Key Topics/Themes: Leadership principles, collaboration, fundraising management, team culture

About Our Guest:

Dale Wright is the Associate Vice Chancellor for Advancement at the University of Illinois Urbana-Champaign. Dale is an advancement executive with 20+ years of extensive experience in higher education and non profit fundraising with progressive responsibility in constituent involvement, leadership, management, and building and leading high performing teams.

He has a proven record of success in alumni affairs, program development and execution, securing and stewarding major and principal gifts, as well as multi-year comprehensive capital campaign experience, including three (3) $1B+ campaigns. As a skilled negotiator and collaborator, his ability to cultivate networks amongst a wide range of internal and external stakeholders to foster long-term relationships is unique.

He feels honored to work with remarkable benefactors, ambassadors, and volunteers to create deep and lasting impact.

Endowments are more than a financial tool—they’re a long-term partnership with your supporters.

In this episode, Ali⁠ & ⁠Kristi speak with Cindy Aegerter of Thrivent Charitable to demystify how endowment funds support both donor intent and organizational sustainability. Cindy explains how endowments pair with planned giving to create long-lasting impact across generations.

✨ Inside this episode:

• What an endowment is—and isn’t
• How endowments support mission, stability, and stewardship
• How to talk to donors about endowment gifts
• Why pairing endowments with planned giving is so powerful

🎧 If you’ve ever struggled to explain endowments to supporters or staff, this conversation makes it clear and accessible.

Key Topics/Themes: Endowments, planned giving, stewardship, nonprofit finance, sustainability

Links:

Here’s the link to the Organizational Endowment Guide Cindy referenced:

Organizational Endowment Guide_23831.pdf (thriventcharitable.com)

And Thrivent Charitable website: www.thriventcharitable.com

Remote development work isn’t a temporary fix—it’s our new hybrid reality.

In this timely episode, Mark⁠ & ⁠Carl⁠ welcome Paul Grassman of Thompson & Associates to discuss how the planned giving profession has evolved since the early days of the pandemic. Together, they explore what hybrid donor relationships look like and how fundraisers can thrive in this blended environment.

✨ Inside this episode:

• How remote tools reshaped planned giving
• What hybrid donor engagement looks like today
• When to prioritize in-person vs. virtual meetings
• How to sustain long-term donor relationships in a digital world

🎧 If you’re navigating the balance between Zoom and face-to-face interactions, this episode offers practical clarity.

Key Topics/Themes: Remote work, hybrid development, donor relationships, planned giving tools

This is the year to finally build the legacy giving program your organization needs.

In this episode, co-hosts Carl Newbanks & Marie Ruzek talk with Sarah Staiger about how she created a planned giving program from the ground up. From overcoming leadership hesitation to building accountability into the development plan, Sarah shares what actually works.

✨ Inside this episode:

• The first steps to launching a planned giving program
• How to normalize legacy giving with leadership and staff
• Adding accountability to your fundraising plan
• Tips from Sarah’s experience + a free coaching offer

🎧 If planned giving has been on your “someday” list, this episode will help you finally make it happen.

Key Topics/Themes: Planned giving, program building, leadership buy-in, fundraising planningSarah and her business partner Laura Vitelli, have generously offered to listeners, a free 90-minute coaching sessions. You can find them at: https://staigervitelli.com/about-us

Fundraisers are constantly asked to predict the future—so what if you actually could?

In this energizing episode, Ali Schneider⁠ & ⁠Kristi Ackley⁠ sit down with Futurist Trista Harris to explore practical tools for forecasting trends, answering tough questions, and bridging the gap between donor visions and organizational missions.

✨ Inside this episode:

• Futurism tools every fundraiser should know
• How to anticipate donor questions about the future
• Next-generation giving trends (Millennials & Gen Z)
• How to connect donor hopes with your nonprofit’s work

🎧 A must-listen for fundraisers who want to stay ahead of what’s coming—and lead with confidence.

Key Topics/Themes: Futurism, generational giving, forecasting, donor strategy, nonprofit leadershipLinks:

Trista Harris Website

Two Curves Framework

What if fundraising wasn’t about “us and them”—but truly about all of us?

In this episode, Ali Schneider & Kristi Ackley talk with Michelle Edgerton, founder of The Edgerton Group, about rethinking the way nonprofits view community, donors, and those we serve. Michelle’s Three R’s—relatable, reciprocal, and relational—offer a powerful mindset for more connected, equitable fundraising.

✨ Inside this episode:

• Why traditional fundraising often creates an “us vs. them” divide
• How the Three R’s can reshape donor engagement
• Examples of fundraising that center collective community
• How to build more equitable and authentic relationships

🎧 This episode will challenge, inspire, and expand your view of what fundraising can be.

Key Topics/Themes: Community-centered fundraising, equity, donor relationships, mindset shifts

If non-cash gifts still feel intimidating, this episode will change that—fast.

Co-hosts Kristi Ackley & Mark Beenken sit down with Dana Holt, founder of Holt Consulting, to demystify everything from pledge card updates to complex asset gifts. Dana shares practical tips, real stories, and exciting news every nonprofit fundraiser will want to hear.

✨ Inside this episode:

• Why non-cash gifts aren’t as scary as they seem
• Simple changes you can make to invite more complex gifts
• Real examples of gifts that transformed organizations
• Resources to help handle unusual or complicated donor assets

🎧 If you want to take your development work to the next level, this episode is a masterclass in modern gift planning.

Key Topics/Themes: Non-cash gifts, gift planning, donor strategy, fundraising innovation

Order her book here: https://www.kirkhousepublishers.com/product-page/turning-wealth-into-what-matters-by-dana-holt

What if holiday giving became more than a moment — and turned into a family legacy? In this episode, Philanthropic Advisor Shannon Gahagan joins co-hosts Marie Ruzek and Carl Newbanks to explore how families of all ages can create meaningful, joyful giving traditions together.

✨ Inside this episode:

• Practical ways families can start or strengthen charitable traditions
• Tools advisors and fundraisers can use to guide donors of all ages
• How families can turn giving into shared purpose — not pressure

🎧 If you’re looking for fresh ideas to inspire your own family or deepen donor relationships this season, press play.

Key Topics/Themes: Family philanthropy, donor advising, holiday giving, multi-generational engagement, charitable tools

What if your toughest seasons could become your most grounded ones? Public speaker and trainer Denny Smith shares how he turned his coaching inward, transforming stress into calm and pressure into presence — at work, at home, and during the year-end fundraising rush.

✨ Inside this episode:

• Simple emotional intelligence practices that shift stress into clarity
• How to lead with kindness (even when you feel overwhelmed)
• Techniques from Emotional Intelligence 101 you can use today

🎧 If you’re craving more peace during the holiday and year-end giving season, this uplifting conversation is the reset you need.

Key Topics/Themes: Emotional intelligence, positive leadership, stress management, mindset tools, year-end fundraising

Imagine your donors racing to open your thank-you letter before they even reach their front door. In this lively conversation, Dawn Brown, CFRM returns to share fun, creative, and surprisingly simple ways to make your donor acknowledgments irresistible.

✨ Inside this episode:

• Quick tweaks that dramatically increase open rates
• Fresh ideas for memorable donor thank-you events
• How to create powerful moments using insights from The Power of Moments

🎧 If you’re ready to delight your donors and deepen relationships, don’t miss this practical, joy-filled episode.

Key Topics/Themes: Donor stewardship, creative acknowledgments, donor experience, gratitude practices, donor eventsLinks

Co-hosts Ali Schneider and Kristi Ackley 

In this episode we mention the book: The Power of Moments by Chip & Dan Heath.

Want to hear more from Dawn? Check out our November 9 episode and be sure to follow her blog at dawnbrown.com.

What if marketing for your nonprofit could be both efficient and meaningful? Dawn Brown, CFRM, shows co-hosts Ali Schneider⁠ and ⁠Kristi Ackley⁠ how to combine structured strategies with creative flair to connect with donors — and save time doing it.

✨ Inside this episode:

• A left-brain/right-brain approach to nonprofit marketing
• Real-world results: how one organization boosted donations by 252% in a single year
• Tips for creating donor communications that your audience actually enjoys

🎧 Press play to streamline your marketing efforts while deepening donor connections.

Key Topics/Themes: Nonprofit marketing, donor engagement, communication strategy, creative approaches, efficiencyWant to hear more from Dawn? Check out our next episode where she'll join us again and be sure to follow her blog at dawnbrown.com. 

What does it take to align values, finances, and impact? Host Ali Schneider sits down with Christy Boysen of Apex Legacy Consultants to explore innovative approaches to legacy planning that inspire both donors and fundraisers.

We cover:

• How Apex Legacy guides clients through values-driven legacy planning

• When fundraisers should connect donors with professional consultants

• Practical tips for fundraisers to collaborate with consultants effectively
  

🎧 Listen now to learn how to help donors imagine — and realize — their lasting impact.

Key Topics/Themes: Legacy planning, donor values, planned giving tools, consulting collaboration

Link: https://www.linkedin.com/in/christy-coulter-boysen/

About our guest:

Christy Boysen, MA, CFRM, FCEP, owner and head Legacy Planning Consultant at Apex Legacy Consultants, specializes in planned giving strategy and helping donors imagine how they can align their values with their finances through legacy planning. She’s helped clients establish legacy planning programs that educate and capitalize on tax-efficient charitable tools: Qualified Charitable Distributions, Donor Advised Funds, Charitable Gift Annuities, Charitable Trusts, and more. Through this work, she's inspired donors to commit hundreds of millions of dollars to loved ones and their favorite causes.

She holds a Master of Arts in Higher Education, a Certificate in Fundraising Management through Indiana University Lilly Family School of Philanthropy, and is a Fellow in Charitable Estate Planning (FCEP). Her experience in planned giving, higher education, and strategic mindset make her an asset to any organization looking to drive meaningful change and create lasting impact.

Christy loves biking–she once even cycled across the country for charity–and leads historical food tours in her hometown and at a local winery. She lives in St. Paul, Minnesota, with her husband; their dog, Lucy; and 24 thriving houseplants.

What if every fundraising “disaster” could become a story of generosity instead? Claire Johnson, National Director of Development for Hazelden Betty Ford Foundation, shares how fundraisers can navigate surprises and turn potential setbacks into success stories.

✨ Inside this episode:

• Strategies for managing unexpected issues during events, mailings, or donor visits
• Real-life examples of fundraising challenges turned into wins
• Tips to maintain positivity and creativity when things go off script

🎧 If you’ve ever feared your next fundraiser might go off track, this episode will show you how to transform anxiety into actionable solutions.

Key Topics/Themes: Fundraising problem-solving, resilience, donor relations, event management, creativity in developmentToday’s episode is hosted by Gay Gonnerman, from The Food Group Minnesota; and Mark Beenken from Augsburg University.

What have we learned after one year of sharing stories, strategies, and inspiration with fundraisers? In this celebratory episode, all six podcast hosts reflect on their journeys, insights, and hopes for the future. Carl leads this fun episode with Ali, Gay, Kristi, Marie, & Mark.

✨ Inside this episode:

• Meet each of the six hosts and hear their personal stories
• Lessons learned over the past year in fundraising and podcasting
• A look ahead at new ideas, themes, and goals for the upcoming season

🎧 Celebrate our first year with us and dream about the future of philanthropy.

Key Topics/Themes: Podcasting insights, team reflections, fundraising lessons, storytelling, vision for the future

Looking for your next must-read book that can inspire your work and personal growth? Bob Heuermann, experienced nonprofit leader and lifelong reader, shares his favorite professional development reads and how they’ve shaped his approach to leadership and philanthropy.

✨ Inside this episode:

• Classic and contemporary books that every nonprofit professional should know
• How to leverage reading for both personal and professional growth
• Tips for selecting books that inspire actionable change

🎧 If you’re ready to add some game-changing reads to your list, press play for insights from a true book enthusiast.

Key Topics/Themes: Professional development, nonprofit leadership, book recommendations, learning strategies, lifelong growth

What if understanding a donor’s viewpoint could transform your fundraising approach? Susan Rostkoski, with experience as both donor and development professional, shares insights on building stronger, more authentic donor relationships.

✨ Inside this episode:

• Lessons from a donor who has also managed donor relations
• How to strengthen bonds and trust with supporters
• Strategies to understand and anticipate donor needs

🎧 Listen now to gain valuable perspective that can enhance every conversation with your donors.

Key Topics/Themes: Donor relations, relationship building, fundraising strategy, empathy, nonprofit stewardshipAbout Our Guest

Susan has been a donor and volunteer to many organizations she is passionate about. She also worked at Neighborhood House in St. Paul, MN for over 20 years and ended her tenure as the Director of Donor Relations. She is now a consultant with Strategic Consulting and Coaching. 

Your hosts for this episode are Ali Schneider from Animal Humane Society and Kristi Ackley from Fair Winds Consulting, LLC.