Let's Talk Fundraising – Details, episodes & analysis

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Let's Talk Fundraising

Let's Talk Fundraising

Keith Greer, CFRE

Business
Education
Technology

Frequency: 1 episode/12d. Total Eps: 62

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Welcome to "Let's Talk Fundraising" with Keith Greer, CFRE! This podcast is your go-to resource for mastering the essentials of fundraising while discovering how innovative tools and technology can supercharge your efforts. Whether you're a new fundraiser looking to level up your skills or a seasoned professional seeking timely reminders and fresh insights, each episode is packed with practical advice, creative ideas, and inspiring stories.

Join Keith as he explores the core principles that drive successful fundraising and uncovers the latest strategies to make your job easier, more enjoyable, and incredibly impactful. From relationship-building and storytelling to leveraging the newest tech, "Let's Talk Fundraising" is here to help you transform your approach and achieve remarkable results for your organization.

Subscribe now and be part of a community dedicated to elevating the art and science of fundraising. Together, we'll make a bigger impact, one episode at a time.

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When Competence Becomes Common, Taste Becomes Strategy

lundi 19 janvier 2026Duration 20:57

Remember when donor newsletters read like dissertations and first-time givers needed a decoder ring? We take a clear-eyed look at how AI has quietly raised the baseline for clarity in fundraising and communications—and why that shift changes expectations, not the essence of our work. The conversation moves past hype and eye-rolls to focus on what’s actually changing: standards, roles, and the line between acceptable and excellent.

We unpack the two most common reactions to AI—quiet fear about speed and scale, and easy dismissal of flat outputs—and show how both point to the same underlying movement. With faster orientation, basic competence becomes more common across writing, program design, data conversations, and leadership. That makes sloppy or confusing work stand out more, not less. The payoff for teams is a new starting point; the differentiators become human judgment, editorial taste, and ethical responsibility. You’ll hear the cautionary intern story of a 500-piece appeal that yielded a single $45 gift, and how today’s tools could prevent that kind of collapse without replacing the growth that builds wisdom.

We also tackle risks head-on: hallucinated facts, claims that outrun evidence, and the temptation to accept clean prose as finished thinking. You’ll get a practical workflow for using AI to reach baseline faster—then slowing down for rigorous human review, verification, and audience-centered refinement. Speed should buy time to think, not replace it. If you care about donor trust, clear calls to action, and work you can stand behind, this is a guide to working well at a higher floor where competence is common and excellence still belongs to people.

If this conversation resonated, follow the show, share it with a colleague who writes appeals, and leave a quick review to help more fundraisers find it. Your feedback shapes what we explore next.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

Stop Making AI Slop, and Actually Leverage What It's Good For

lundi 12 janvier 2026Duration 30:47

Download the Big Goals Worksheet

The problem with so much “polished” AI content isn’t grammar, it’s judgment. We unpack why clean sentences can still feel hollow, and how fundraisers can use AI without outsourcing the thinking that protects the quality of your work. Instead of arguing for or against tools, we reframe the choice: Which role do you assign to AI, and which role do you keep for yourself?

We walk through four distinct modes of AI use—retrieval and generation, editing and refinement, sense making and synthesis, and critical reflection and adversarial reasoning—and explain why most people get stuck in the shallow, fast lane. The real gains live in the slower modes that make you engage: connecting ideas, testing assumptions, inviting objections, and making the hard calls. You’ll learn the difference between scaffolding and replacement, how automation bias erodes confidence, and why fluent prose is not the same as understanding.

Then we shift to practice. Think like an editor: let AI draft if you want, but you decide if the argument holds, where tension is missing, and what isn’t ready. We share a concrete coaching example from a goal-setting session that raised the quality of decisions without surrendering authorship. You’ll get simple prompts that start with your own thinking and invite critique—questions that keep you present, clarify your voice, and safeguard relationships. If you wouldn’t outsource the relationship, don’t outsource the thinking.

Want support trying this approach? Grab the goal-setting worksheets and access to the AI coach at my Resources Page. If this conversation helped you sharpen your standards, follow the show, share it with a colleague, and leave a review so others who care about craft and trust can find us.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

Why Accuracy Is the Hidden Superpower of Stewardship

lundi 28 juillet 2025Duration 22:58

Every fundraiser faces the same dilemma: we need efficiency, but we can't sacrifice accuracy. When that major donor asks for one critical data point before finalizing their six-figure gift, the pressure to respond quickly meets our professional obligation to be absolutely correct.

ChatGPT makes this balancing act even trickier. Its confident, polished responses can mask a dangerous problem: AI hallucinations—fabricated information delivered with complete assurance. These aren't intentional lies but rather the model filling knowledge gaps with what sounds plausible. The danger comes when these fabrications slip into donor communications, undermining the trust foundation that every successful fundraising relationship requires.

This episode introduces a powerful principle: accuracy is stewardship. When donors receive information from your organization, they're not just reading facts; they're making judgments about your credibility. Even small inaccuracies can create cracks in the foundation of trust, and in fundraising, these cracks directly impact your ability to secure and retain support for your mission.

The good news? A simple five-word prompt can dramatically reduce this risk: "Cite sources for every claim." By implementing the "source-then-write loop" workflow, you can transform how you use AI—requesting verification before content creation rather than after. This approach doesn't just protect against errors; it lets you leverage AI's efficiency while maintaining complete confidence in what you send.

Whether you're writing donor updates, impact reports, or quick responses to board inquiries, this verification-first approach ensures you never sacrifice integrity for speed. Because in fundraising, trust isn't just nice to have—it's everything. Join us to discover how the most successful fundraisers are using AI to enhance relationships rather than potentially damage them.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

Why Momentum Beats Perfection in Fundraising Writing

lundi 21 juillet 2025Duration 27:43

Ever found yourself paralyzed by a blinking cursor, struggling to craft the perfect donor message? You're not alone. Fundraising writing can be deeply intimidating—it needs to reflect understanding, empathy, clarity, and warmth all at once while connecting emotionally with donors.

The secret to breaking through this paralysis lies in a simple mindset shift: momentum beats perfection. Every time. Rather than agonizing over creating the perfect message from scratch, what if you could instantly generate a solid first draft and focus your energy on refining it instead? This approach doesn't sacrifice quality—it enhances it by freeing you from the draining process of getting started.

Enter the "Who-Goal-Guardrails" recipe for ChatGPT—a straightforward, three-line framework that transforms how fundraisers approach donor communications. By clearly identifying your audience, defining your objective, and establishing boundaries around tone and style, you provide AI with exactly what it needs to create a useful starting point. From there, your uniquely human perspective shapes the message, adding the personal touches and emotional resonance that only you can provide.

This strategic partnership with AI isn't about replacing your authentic voice—it's about amplifying it. When you're no longer exhausted by blank page anxiety, you can invest your creative energy where it matters most: deepening donor relationships through genuinely personalized communication. The result? Messages that feel warmer, clearer, and more aligned with your fundraising goals.

Ready to transform your writing process? Download the free Quick Start Prompt Pack at podcastletstalkfundraising.com/promptpack for fill-in-the-blank templates and 12 ready-made prompts tailored to common donor scenarios. It's time to reclaim your confidence, improve your messaging quality, and strengthen your donor relationships—all by embracing the power of "good enough to refine" over "perfect from the start."

Download the FREE AI Prompt Pack

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

How to Use ChatGPT Without Compromising Donor Privacy

lundi 14 juillet 2025Duration 27:30

Every fundraiser knows that donor trust is the foundation of successful philanthropic relationships. But in our rush to embrace powerful AI tools like ChatGPT, we risk compromising that trust through accidental exposure of sensitive information. What begins as an innocent copy-paste into an AI prompt can instantly transform into a serious data breach that damages hard-earned relationships.

This episode tackles the critical intersection of donor data privacy and AI efficiency. We explore how even small, routine actions—hastily copying donor details or pledge amounts—can lead to unintended privacy violations. Rather than avoiding technology altogether, we introduce practical safeguards like the "describe-don't-deposit" approach that replaces sensitive information with simple placeholders before using AI tools. This 30-second practice transforms how you can safely leverage ChatGPT's capabilities while maintaining absolute data security.

We also demystify the crucial privacy differences between ChatGPT's free, Plus, and Teams/Enterprise versions, helping you make informed decisions about which level of protection your donor relationships require. The Teams version offers enhanced security features that allow organizations to disable data storage and external review—ideal for handling confidential donor information. By implementing straightforward internal policies and adopting a "scrub-first" mindset, fundraising teams can embrace AI confidently without compromising stewardship integrity.

The mindset shifts we discuss reframe data security from a burdensome extra step to an empowering foundation for deeper donor relationships. When you approach technology with intentionality and care, privacy and efficiency become complementary strengths rather than competing priorities. Join us to discover how protecting donor information isn't just good ethics—it's good fundraising that demonstrates your commitment to stewarding not just gifts, but the precious trust behind them.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

More Donor Time, Less Desk Time: The Case for AI in Your Fundraising Week

Season 2 · Episode 14

lundi 7 juillet 2025Duration 34:14

Trapped in an endless cycle of drafting donor emails while meaningful connections take a backseat? The silent crisis of administrative drag is depleting fundraisers' energy and passion nationwide. What if reclaiming hours every week could be as simple as embracing the right technological tools?

This transformative exploration reveals how AI tools like ChatGPT can revolutionize your fundraising practice—not by replacing the human touch, but by magnifying it. Discover how cutting your email drafting time from 20 minutes to just 5 minutes per message can save you 2.5 hours weekly. Learn practical, step-by-step methods to generate donor summaries, briefing documents, and communications while maintaining complete data security.

The revelation isn't that AI can write emails—it's that when administrative burden shrinks, relationship capacity expands. Fundraising burnout doesn't come from connecting with donors; it stems from drowning in paperwork that pulls us away from those vital interactions. By automating the mechanical aspects of development work, you reclaim the heart of fundraising: authentic human connection.

We tackle crucial mindset shifts that transform how you view technology in relationship-building. Far from diminishing your authenticity, AI elevates it by clearing away distractions. Rather than threatening your value as a fundraiser, it amplifies the uniquely human skills—empathy, judgment, emotional intelligence—that no algorithm can replicate.

Ready to transform your fundraising practice? Start with just one communications task today. Craft your first AI-assisted donor message and experience firsthand how technology can serve your mission, not the other way around. Connect with me on LinkedIn to share your results and join the conversation about how thoughtful automation is revolutionizing donor stewardship.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

You’re Not for Everyone—And That’s a Good Thing

Season 2 · Episode 13

lundi 16 juin 2025Duration 14:03

Have you ever left a donor meeting wondering, “Why did I say it like that?”
Or felt that quiet pressure to be more agreeable, more polished, more… perfect?

In this episode, Keith shares a story fresh from the road—an alumni reception that turned into a powerful reminder: you don’t have to be everyone’s favorite to be an exceptional fundraiser.

If you’ve ever struggled with people-pleasing, felt the weight of performance, or questioned your unique style in this work, this episode is your permission slip to stop contorting and start connecting.

Because people give to support the work… but they give through people.
And the only way your people can find you—is if they can see you.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

Whose Voice Is In Your Head? Releasing Inherited Limiting Beliefs

Season 2 · Episode 12

lundi 9 juin 2025Duration 16:59

Ever poured hours into a project only to watch it get worse, not better? That frustrating cycle of diminishing returns might be fueled by a deeply-held belief that's actually holding you back.

Growing up, I absorbed my father's working-class ethos that hard work—defined by time spent, effort exerted, and suffering endured—was the only path to success. This belief followed me through school and into my career, where I'd routinely second-guess myself, redo perfectly good work until it deteriorated, and eventually develop unhealthy procrastination habits. The breaking point came when I witnessed a colleague working 70-hour weeks with additional staff and still falling behind. That's when I realized I was trapped in the same pattern.

The transformation began when I started trusting my instincts, setting shorter timelines, and evaluating work at the halfway mark. Surprisingly, 95% of the time, my initial work needed no changes. This wasn't just about working smarter—it was about recognizing that our limiting beliefs often protect us in some way, even as they sabotage our success. My belief about hard work made me feel worthy and shielded me from the fear of not being enough.

This mindset shift extends beyond personal productivity to how we approach tools like artificial intelligence. Many fundraisers resist AI because they value human connection, but what if technology isn't the barrier between you and your donors? What if it's actually the solution that clears away administrative burdens so you can be more present in those relationships?

Ready to identify which beliefs are holding you back? Download our free "AI for Major Gift Fundraisers" cheat sheet with five simple prompts to help you reclaim your time and focus on what truly matters. Visit downloads.letstalkfundraising.com/AIprompts to get started today.

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

Stop Wrestling with Technology and Start Connecting with Donors

Season 2 · Episode 11

lundi 19 mai 2025Duration 12:32

Have you ever left a donor meeting, recorded quick thoughts on your phone, then spent hours translating those scattered notes into a proper contact report? There's a better way.

At AFP Icon in Seattle last month, I watched a room full of fundraisers experience a collective "aha" moment. It wasn't sparked by fancy tech demos or pie-in-the-sky AI promises. It happened when they realized that tools like ChatGPT could immediately solve real problems they face every day. One fundraiser's words particularly resonated: "I always thought this stuff was for the tech team. I had no idea I could do it myself, like today."

That's the disconnect we need to bridge. AI has become an overwhelming buzzword, with too many platforms and not enough practical guidance. You've likely tried AI tools only to receive content that sounds like it came from a corporate handbook rather than your authentic voice. Maybe you've spent more time fixing AI-generated content than you would have spent just writing it yourself. The frustration is real — every minute wrestling with technology is a minute you're not deepening donor relationships.

Let me walk you through three game-changing tactics that are already helping fundraisers reclaim hours each week: First, "persona prompting" ensures AI understands your authentic voice before generating content. Second, turning voice notes into polished contact reports with a single prompt can save hours of documentation time. Third, building custom dashboards becomes simple when AI guides you through the process. These aren't theoretical possibilities — they're practical tools you can implement tomorrow.

Imagine saving eight hours this week, not by skipping meetings or working through lunch, but because your tools actually worked for you. What would you do with that time? Call that lapsed donor? Feel prepared for your next meeting? Or simply go home on time?

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite

Behind the Ask: Navigating Your First Major Gifts Role

Season 2 · Episode 10

lundi 5 mai 2025Duration 38:43

The journey from behind-the-scenes prospect researcher to frontline major gift officer can feel like jumping into the deep end without a life vest. In this illuminating conversation, Matt Stokes, Leadership Giving Officer at Yale University, shares his experience making this challenging career transition and the lessons he's learned along the way.

Matt brings a unique perspective, having spent years analyzing data and identifying prospects before stepping across the table to build relationships with donors directly. He reveals how his background in research has shaped his approach to cultivation and solicitation, providing him with valuable insights that many fundraisers never develop. Most importantly, he discusses the mindset shifts required when moving from data analysis to relationship building – particularly the realization that donors genuinely want to make meaningful impacts through their philanthropy.

Professional development emerges as a crucial theme throughout our conversation. Matt credits scholarships from organizations like AFP and CASE with providing essential learning opportunities when organizational budgets might have limited his growth. He emphasizes the transformative power of mentorship, sharing how two influential leaders in the fundraising community have shaped his career trajectory through their guidance and wisdom. For those early in their fundraising careers, he offers practical advice on finding mentors and accessing professional development, even with limited resources.

Perhaps most valuable is Matt's advice on building confidence in donor conversations, particularly for those new to making solicitations. He reframes these potentially intimidating encounters as opportunities to help donors achieve their philanthropic goals – a perspective that transforms the entire relationship dynamic. His insights on handling donor criticism demonstrate emotional intelligence that fundraisers at any career stage can learn from.

Whether you're considering making the leap into major gifts, are new to frontline fundraising, or are looking to build stronger bridges between your research and development teams, this conversation offers practical wisdom from someone who has successfully navigated this critical career transition.

Connect with us to continue the conversation and subscribe for more insights on advancing your fundraising career!

Sign up for the June 24, 2026 webinar on leading your organization in developing an AI policy that works for your development office. 

👉 www.LetsTalkFundraising.com/AIPolicy

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course:  The Fundraiser's AI Starter Suite


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