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Explore every episode of the podcast The Focused Fundraiser

Dive into the complete episode list for The Focused Fundraiser. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
72 Teens Paid to Paint, Zero Tuition: Fundraising Alongside Earned Revenue | Laura Wetter06 oct. 202600:18:19

When your nonprofit earns revenue, some donors assume the sales cover everything. Laura Wetter, Development Director at Urban ArtWorks in Seattle, answers that by being specific about who pays for what.

Urban ArtWorks gets paid to paint commissioned murals, and that money supports the artists and staff. Foundations and individual donors fund the youth programs, which are free and pay teens a stipend to take part. Last year, 172 teens completed the mural apprentice programs, and every one of them earned $500.

In this episode of The Focused Fundraiser, Rob Burke talks with Laura about fundraising alongside earned revenue. She shares how Urban ArtWorks tells the story of outcomes donors can't see on a finished wall, like confidence, leadership, and job readiness. She also walks through the four storytelling threads she leans on when arts funding is scarce, how her team treats corporate team-building days and mural commissions as the start of longer partnerships, and the biggest shift she made moving from grant writing to individual giving.

If your nonprofit earns revenue and raises gifts, or you're thinking about adding an earned revenue stream, this one's for you.

Laura joined the nonprofit sector in 2007 as an AmeriCorps VISTA in Chicago. Before Urban ArtWorks, she raised money for economic development work ranging from business lending and local food and farming to neighborhood development on Chicago's West Side.

CHAPTERS

00:00 - Cold open: who actually funds the youth programs

00:45 - Welcome: fundraising when your nonprofit also sells its work

01:38 - From AmeriCorps VISTA in Chicago to Urban ArtWorks in Seattle

02:43 - Writing: the skill that carried across every mission

03:54 - Growing individual giving, and pausing the event to rethink it

05:04 - Earned revenue vs. donations: what commissions pay for and what gifts fund

07:10 - Raising money for outcomes donors can't see

09:20 - Four storytelling threads for when arts funding is scarce

12:09 - Turning team-building days and mural clients into recurring partners

13:54 - From grant writer to individual giving: the biggest mindset shift

15:30 - Keeping relationships at the top of a crowded to-do list

16:59 - Tactical takeaway: be grateful for your team

17:37 - How to connect with Laura

CONNECT WITH LAURA

LinkedIn: https://www.linkedin.com/in/laura-wetter-0691284/

Urban ArtWorks: https://urbanartworks.org

ABOUT THE FOCUSED FUNDRAISER

Hosted by Rob Burke, CMO at DonorDock. Seasoned fundraisers share hard-earned wisdom on what moves the mission forward, because doing more doesn't lead to success. Focusing on what matters most does.

Learn how DonorDock helps you find clarity and build strong donor relationships through Smart Stewardship: https://www.donordock.com

Mission Drift vs. Mission Evolution: How Nonprofits Lose Their Way | Sharmon Lebby22 sept. 202600:21:28

Most nonprofits chase funding before they've built anything strong enough to hold it. Sharmon Lebby has spent two decades watching mission-driven organizations either build infrastructure or run on passion until it breaks down, and she's done both herself.

In this episode of The Focused Fundraiser, Sharmon shares the story of applying for a multimillion-dollar federal grant when her organization's budget was about $5,000, and why her board saying no was the best thing that happened to her. She explains why strategy, systems, and storytelling have to come before fundraising, how a Grand Forks nonprofit thrives on less than $100K a year because of the community it built, and what real collaboration looks like when two organizations want the same money. We close on mission drift: where it starts, how to tell it apart from healthy mission evolution, and the one diagnostic question every fundraiser should ask.

Sharmon Lebby is the founder of Blessed Designs Consulting and Board President of Intersectional Environmentalist. Her book, Rippled Impact, is on its way to the editor.

CHAPTERS

00:00 - Introducing Sharmon Lebby

00:48 - Growing up in service and founding a nonprofit from scratch

02:07 - The multimillion-dollar grant mistake on a $5,000 budget

03:51 - Focus: build slow, build solid

04:50 - Strategy, systems, and storytelling before funding

06:00 - The Grand Forks nonprofit thriving on under $100K

08:17 - What an ethical clothing brand taught her about donors

10:59 - Collaboration over competition when money is on the table

13:30 - A partnership that worked: five founders, one community

15:33 - Where mission drift starts

17:38 - Mission drift vs. mission evolution

19:19 - Tactical takeaway: sit down with 3 to 5 community members

20:27 - Connect with Sharmon and her upcoming book, Rippled Impact

CONNECT WITH SHARMON

Website and free resources (including the Purpose Drift Diagnostic): https://www.blesseddesignsco.com/friends

LinkedIn: https://www.linkedin.com/in/sharmon-lebby/

Intersectional Environmentalist: https://intersectionalenvironmentalist.com

ABOUT THE FOCUSED FUNDRAISER

Hosted by Rob Burke, CMO at DonorDock. Seasoned fundraisers share hard-earned wisdom on what moves the mission forward, because doing more doesn't lead to success. Focusing on what matters most does.

DonorDock helps small nonprofits find clarity and build strong donor relationships through smart stewardship. Learn more at https://www.donordock.com

The $50K Gift Hiding in Your Donor Database: Legacy Giving Done Right | Tess Conrad15 sept. 202600:19:06

Your most loyal $100-a-year donor might be sitting on a $3 million house and a $50,000 legacy gift your nonprofit will never see if you keep saying "planned giving."

In this episode of The Focused Fundraiser, Rob Burke sits down with Tess Conrad, who builds planned giving programs for charities across the US and Canada. Tess explains why the term "planned giving" confuses donors (and fundraisers), how to open a legacy conversation without making it transactional, and why financial advisors are quietly out-fundraising the nonprofit sector by steering charitable dollars into donor-advised funds.

You'll learn the "brochure pass" technique for gauging donor interest, how to run a legacy giving survey that gets donors to raise their hands, and the research-backed stat every skeptical board needs to hear: donors who add a charity to their will increase their annual giving by 77% on average (Dr. Russell James).

What you'll learn:

  • Why "planned giving" is jargon and the plain language that works instead (gift in your will, gift from an IRA, gifts of stock, DAFs)
  • The brochure pass: a low-pressure way to open legacy conversations
  • How to find legacy "hand raisers" with checkboxes and a donor survey
  • Making the case for legacy giving to a skeptical ED or board (average estate gift: $50,000)
  • Why loyalty — not gift size — is the #1 predictor of a gift in a will
  • The DAF debate: how financial advisors see the whole financial picture while fundraisers see one gift
  • Tactical takeaway: write a clear "why" message (case for support) for legacy gifts

Chapters:

00:00 - Cold open: "Planned giving" is jargon

00:40 - Welcome and meet Tess Conrad, CFRE

01:25 - From theater degree to face-to-face canvassing to planned giving

02:16 - The language swap: what to say instead of "planned giving"

04:05 - Opening the legacy conversation without being transactional

04:31 - The brochure pass technique

06:16 - Finding hand raisers: checkboxes and legacy giving surveys

07:35 - Making the case to a skeptical board or Executive Director

09:39 - The 77% stat: legacy donors give MORE annually (Dr. Russell James)

10:54 - Why financial advisors are out-fundraising the nonprofit sector

13:05 - The DAF debate: deferred dollars vs. today's needs

15:37 - Loyal small donors: your best legacy prospects

17:17 - Tactical takeaway: write your legacy giving "why" message

18:33 - How to connect with Tess

Connect with Tess Conrad:

About The Focused Fundraiser: Rob Burke sits down with seasoned fundraisers to unpack their hard-earned wisdom on what moves a mission forward. Because doing more doesn't lead to success — focusing on what matters most does.

Curious how DonorDock can help you build donor retention through smart stewardship? Visit https://www.donordock.com

Board Report Cards: How JA Activates 68 Board Members | Laurie Sallarulo08 sept. 202600:21:02

A board of 68. A staff of 50. 70,000 students a year. Most organizations would call that unmanageable — Laurie Sallarulo turned it into a fundraising engine.

In this episode of The Focused Fundraiser, host Rob Burke talks with Laurie, President & CEO of Junior Achievement of South Florida, about how she runs something big without letting it get slow. When she arrived almost twelve years ago, her first instinct was to cut the board in half. Instead she assigned every board member a relationship manager, wrote down exactly what "board member" means, and started sending quarterly report cards. Board members now notice when something's missing from theirs.

Laurie also gets into the four criteria she screens every board prospect against (including the one she calls "no jerks"), why she stopped tracking dollars in her weekly development meetings and started tracking meetings and asks instead, and how JA converts 5,000 annual volunteers into donors with a $10-a-month campaign and a QR code on every wall.

Plus: what to put in front of a donor when your program's real outcome is ten years out.

If your board is polite but passive, or your volunteer program has never produced a gift, this one's for you.

CHAPTERS

01:21 - From Brooklyn to banking to advertising to the nonprofit sector

02:36 - Which corporate habits transferred, and which didn't

02:52 - Running a nonprofit is running a business

04:27 - Why she didn't cut a 50-person board in half

05:03 - Giving every board member a relationship manager

06:00 - Getting clear on the give/get, the personal gift, and introductions

06:30 - Quarterly report cards — and why board members read them

07:00 - The overnight retreat that changed board relationships

07:20 - Four criteria for every board seat (including "no jerks")

08:05 - Welcomed vs. belonging: stewarding board members like donors

08:35 - Unreasonable Hospitality, The Power of Moments, and stewardship plans for everyone

10:25 - Mobilizing 5,000 volunteers a year through the school district

10:51 - Where volunteer-to-donor conversion stalls out

11:22 - It works both ways: 89% donor retention starts with engagement

12:15 - One Future: $10 a month, QR codes, and the end-of-day ask

12:50 - Turning employer partners and paid internships into gifts

13:46 - What development directors should expect from their chief executive

14:16 - Alignment: CEO, COO, and CFO leading development together

15:20 - Clarity on goals — and on the behaviors that get you there

15:45 - Tracking meetings, proposals, and asks instead of dollars

17:04 - Proving impact when the outcome is ten years away

17:30 - Fifth grade, eighth grade, high school: telling the full-spectrum story

18:10 - College grads who can tell their JA BizTown story

18:40 - Pre-apprenticeship: 100 students, $4 million in economic impact

19:16 - Tactical takeaway: ask everyone you know who else you should meet

20:13 - How to connect with Laurie and JA South Florida

RESOURCES MENTIONED

  • Unreasonable Hospitality by Will Guidara
  • The Power of Moments by Chip Heath & Dan Heath

LINKS

Your Strategy Problem Is Probably a Trust Problem | Austin Satrom01 sept. 202600:24:25

Best systems, wrong person? You fail. Best person, terrible systems? You still fail. Austin Satrom has spent his career sitting with leadership teams and boards that have hit a ceiling, and he's found the distinction between the two is where most nonprofits get stuck.

In this episode of The Focused Fundraiser, host Rob Burke talks with Austin — founder of Breakthrough Advising and a certified System & Soul coach — about what it actually takes to stop running your organization on heroics. They get into carving out time to work on the organization instead of in it, building an org chart that starts with the what instead of the who, the CEO/board chair covenant Austin puts on paper, and how to run a weekly meeting that produces decisions instead of another meeting.

Then Austin makes the case that the strategic plan collecting dust on your shelf is one of the most underused fundraising tools you own.

If your board meetings feel busy but never decide anything, or your growth has outrun the systems meant to support it, this one's for you.

CHAPTERS 00:00 - Best systems, wrong person: why both have to be right

00:11 - Welcome: why good people in good orgs still spin their wheels

01:02 - Falling into the nonprofit world from ministry and corporate

02:24 - Running on heroics: what to install and what to cancel

02:57 - Working ON the organization instead of in it

05:11 - When revenue and impact outgrow your systems

05:48 - The org chart that starts with the what, not the who

09:16 - The CEO and board chair covenant

09:45 - What goes in it, and why both parties sign

12:12 - What separates a meeting that decides from one that doesn't

12:35 - The weekly sync: start on time, end on time

13:30 - The scoreboard: five metrics, no rabbit trails

15:00 - Prioritize the issues list instead of ticking down it

17:20 - EOS, Traction, and structure for the nonprofit sector

17:38 - Strategy problem or trust problem?

18:10 - Micromanaging, delegation, and the leader's honest question

21:04 - Tactical takeaway: pull your strategic plan off the shelf

21:30 - Using the plan to shape donor stories and show stewardship

23:29 - How to connect with Austin + wrap up

LINKS

The Donor Data Hiding in Your Database (And How to Use It) | Colleen Mitchell 25 août 202600:22:29

Colleen Mitchell talks about generosity in three different rooms. She runs annual giving at MidAmerica Nazarene University, pastors youth and families at her church, and teaches freshmen the rest of the week. Her takeaway from all three: relationship doesn't change just because the room does.

In this episode of The Focused Fundraiser, host Rob Burke talks with Colleen about what she learned from the admin seat in an advancement office, the historical donor data sitting unused in most databases, and why the $5-a-month recurring donor is her favorite person to work with. She also breaks down Champions Challenge, MNU's athletics crowdfunding campaign that invites people to invest in what's already working instead of leading with scarcity and urgency.

If you run the annual fund, wear more than one hat, or feel like the need never ends, Colleen's answer to burnout is simpler than you'd expect: go say thank you.

CHAPTERS

00:00 - Relationship doesn't change when the room changes

00:24 - Welcome: one fundraiser, three different rooms

01:07 - The accidental path into fundraising

02:47 - What the admin seat taught her about the whole shop

03:54 - Becoming the bridge: asking "why do we do it this way?"

05:10 - The donor data you already have and aren't looking at

05:53 - Quick wins, and the limits of constituency codes

07:00 - What actually changed about how they use their data

07:38 - The database admin who typed in 35 years of yearbooks

08:53 - Where they still struggle: donor contact info

09:31 - Stewardship packets and matching student stories to donors

10:51 - What preaching and teaching taught her about donors

11:54 - Making the case for annual giving

12:56 - The quiet cohort: $5 to $25 every paycheck

13:47 - "I get the rest": the overwhelm and the upside

15:56 - How to spot a donor who's ready for the next step

17:08 - Champions Challenge: leading with gain instead of gap

18:47 - The women's soccer team that caught the vision

20:04 - One thing every fundraiser should do today: say thank you

20:34 - How saying thank you protects you from burnout

21:43 - Connect with Colleen + wrap up

KEY TAKEAWAYS

  • Relationship skills transfer across every room.
  • The admin seat is the best training in fundraising.
  • Most organizations are sitting on donor data they've never touched.
  • Constituency codes are a starting point, not an answer.
  • Recurring donors giving $5 to $25 a paycheck are the backbone. They show up quietly and consistently, and you never have to ask them again — you get to thank them.
  • Consistency is the signal for readiness.
  • You don't always need a defined gap to raise money.
  • Saying thank you is the highest-leverage thing on your list.

LINKS

You Don't Have a Tech Problem, You Have a People Problem | Tim Lockie, The Human Stack18 août 202600:26:29

Fundraisers are at the mercy of their systems. And when the technology doesn't work, most nonprofit teams do the same thing: they buy more of it. Tim Lockie, founder of The Human Stack, says that almost never works, because the real problem lives in the human stack, not the tech stack.

In this episode of The Focused Fundraiser, host Rob Burke sits down with Tim Lockie, who built a seven-figure Salesforce consulting firm before turning his focus to the part of technology everyone overlooks: the people. Tim explains why your CRM struggles are usually culture problems in disguise, walks through his orchestra analogy for understanding tech adoption, and shares a simple framework for figuring out whether your tech is ahead of your culture or your culture is ahead of your tech.

You'll learn why "digital voluntolds" are quietly holding your fundraising team together, why new software keeps becoming expensive shelfware, and how to think about letting AI into your work without amplifying the problems you already have.

CHAPTERS

00:00 - Intro: doing more vs. focusing on what matters

01:01 - Tim's path: 20 years in nonprofits and a seven-figure Salesforce firm

03:01 - Why no software solves the people problem

05:47 - Signs your team has thrown in the towel on its database

05:59 - The orchestra analogy: instruments, sheet music, and musicians

08:56 - Adoption vs. orchestration: playing well together

09:53 - The conductor and the "first chairs" who actually drive change

12:58 - The techie by necessity, and what they should stop doing

15:00 - The power differential and the rise of "digital voluntolds"

16:14 - Is your culture ahead of your tech, or your tech ahead of your culture?

17:57 - Why tech rollouts die and become expensive shelfware

20:28 - Adoption comes down to ownership

21:13 - AI, ethics, and fundraising.ai

22:00 - Three rules for letting AI into your fundraising work

24:54 - Tactical takeaway: the six-question digital health quiz

25:43 - Where to connect with Tim

KEY TAKEAWAYS

  • Tech problems almost always have human roots. You can't solve a people problem by buying more software.
  • Your organization is an orchestra: software is the instruments, data is the sheet music, and your people are the musicians. Buying new instruments won't fix a musician problem.
  • Real change doesn't come from the whole team at once. It comes from "first chairs," the champions on each team who others look to when something breaks.
  • Fundraising teams are often one job description away from solving their own tech problems, if leadership carves out real, budgeted time for the person already doing the work.
  • Tech rollouts die when engagement and accountability stop. Maintaining your systems is like reconciling your books: you never actually stop.

LINKS

Donor-Centric Storytelling: How to Turn Your Mission Into Gifts | Mary Rockwell Thon11 août 202600:16:10

Most fundraisers who say they hate fundraising were never actually trained to do it. That was true for Mary Rockwell Thon, until she learned to talk about giving in a donor-centric way. Twenty years later, she's raised money for Girl Scouts, the Alzheimer's Association, child abuse prevention, and now MENTOR Vermont.

In this episode of The Focused Fundraiser, host Rob Burke talks with Mary about the storytelling habit every fundraiser should drop, why the $10-a-month donor can be worth more than a one-time big gift, and how to make donors feel the impact of slow, relationship-based work. Mary also shares a grounded, honest take on ethical fundraising and where AI does and doesn't belong in nonprofit communications.

If you're on a lean team, or you're the whole team, this conversation is full of practical ways to spend your limited hours where they actually pay off.

CHAPTERS

00:00 - Intro: focusing on what moves a mission forward

00:51 - Mary's accidental path into fundraising

02:46 - The training that changed everything: donor-centric fundraising

03:49 - The storytelling habit to drop and the one to add

04:45 - Make your organization the guide, not the hero

05:18 - What transfers from cause to cause, and what to unlearn

06:28 - Different fundraising styles: events, major donors, corporate

07:21 - Ethical fundraising and asset-based storytelling

08:35 - Navigating AI in nonprofit communications

09:29 - Disclosure, composite stories, and honesty with donors

10:14 - Donor retention in a small market

11:56 - Making impact felt when outcomes are slow

13:35 - Where lean and solo teams should spend their time

14:40 - Find a development mentor: you don't have to do it alone

15:14 - Wrap up

KEY TAKEAWAYS

  • Fundraising is a learnable skill. The discomfort many people feel usually means they were never trained to talk about giving in a donor-centric way.
  • Stop telling stories about your programs. Tell the story of your beneficiary and how the donor made a difference. Make the donor the hero and your organization the guide.
  • Use asset-based framing, not "sad puppy" appeals. Talk about the strengths you're building on, not just the need.
  • Be honest about AI and composites. If you use a composite person or an AI-assisted draft, make it clear, and don't pass off generated art as real.
  • The $10-a-month donor often has more lifetime value than a one-time large gift. Retention beats constantly chasing new donors.
  • Ask your board to introduce you to five new people a year, and don't rush the ask. Build the relationship first.
  • Translate impact into donor-sized terms. "Your gift trains one mentor" lands better than abstract capacity-building language.
  • On a lean team, build a yearly calendar (grants, appeals, communications) so you're not chasing your tail, and find a development mentor so you're not doing it alone.

LINKS

70 Million Meals, Zero Trucks: Move for Hunger's Fundraising Playbook04 août 202600:23:20

Move for Hunger has transported more than 70 million meals to food banks and pantries across the US and Canada, and they don't own a single truck. In this episode, Rob Burke sits down with Jennifer Bushinger-Ortiz, Director of Development at Move for Hunger, to unpack how you fund a mission that runs on a network instead of a warehouse.

Jennifer has spent nearly two decades in development, and she brings a refreshingly honest take on building a corporate-first fundraising model, making enormous impact numbers feel human, holding two messages at once (fighting hunger and cutting food waste), and knowing when a big, risky campaign is worth it. If you lead fundraising or development at a nonprofit, this one is full of tactics you can use this week.

Chapters

00:00 - Welcome to The Focused Fundraiser

00:56 - From theater to fundraising: Jennifer's path

03:21 - Inside Move for Hunger's corporate-first model

06:45 - Making big numbers mean something: food as the hero

10:11 - Holding two messages: hunger and food waste

12:27 - Segmenting your story for the room you're in

14:40 - Big, risky campaigns and a Guinness World Record

17:55 - The fundraising tactic Jennifer thinks is overrated

20:38 - Tactical takeaway: keep learning, trust your gut

22:21 - How to connect with Jennifer

Key Takeaways

  • Know your type. Build your fundraising model on the strength you actually have, not the one every other nonprofit copies. Move for Hunger leaned into its network of 1,400+ moving and transportation companies instead of chasing individual donors.
  • Make the food the hero. When your impact numbers are too big to picture (50,000 pounds of potatoes), put the tangible thing at the center of the story. See: their "Operation Fruit Cup" campaign.
  • Segment by industry and motivation. Some partners care about environmental impact and CO2 saved from landfills; others care about data and local impact. Research the room before you walk in.
  • Big, splashy events (like their Guinness World Record cereal domino run) raise awareness at a scale no marketing budget can buy, but they require leadership that will invest in risk.
  • Diversify or hit your ceiling. There is no one-size revenue model anymore. If too much of your funding sits in one bucket and that bucket disappears, you're stuck.
  • Trust your gut, then defend it. Before you push a bold idea past your board or team, poke every hole in it so your "why" is airtight.

About Move for Hunger Founded in 2009 by Adam Lowy, Move for Hunger rescues food that would otherwise be thrown out when people move and gets it to food banks and pantries. In the US, 38% of perfectly good food ends up in landfills. It's not a food creation problem, it's an access and waste problem.

Links

How to Fundraise for a Cause Your Donors Will Never See | Morgan Gross & Sjeel Haarhuis28 juil. 202600:26:21

Can you get someone to give to a cause they'll never see in person? Morgan Gross and Sjeel Haarhuis, co-founders of Fundraising Beyond Borders, have spent a combined decade-plus raising money for international programs across East and Southern Africa. In this episode, they break down the four pillars of fundraising across distance, why authentic beats polished every time, and how "shiny object syndrome" quietly wrecks small nonprofit teams that are already stretched thin.

Whether your donors are down the street or across the world, this conversation is about building trust you can't do in person, choosing the right channels for your actual donors (not everyone else's), and focusing on the two or three fundraising activities that will actually move the needle.

Chapters: 00:00 - Cold Open: The Shiny Object Syndrome Trap

00:32 - Welcome to The Focused Fundraiser

01:29 - Morgan's Path: From Second-Grade Teacher to Zambia

02:53 - Sjeel's Path: From the Netherlands to Nonprofit Ops

03:51 - What International Fundraising Teaches Every Nonprofit

04:15 - The Four Pillars of International Fundraising

05:48 - Moving Donors to Give to a Cause They Can't See

08:03 - Why Authentic Beats Polished

09:51 - Choosing the Right Channels: Acquisition vs. Retention

12:24 - Mobile Giving and the Apple Pay Shift

12:58 - Email Stewardship: Quality Over Frequency

13:55 - Pressure-Testing a Fundraising Plan

16:07 - Finding Your Ideal Donor

16:53 - What Lean Teams Should Stop Doing

19:10 - Busyness vs. Building Fundraising Capacity

21:14 - Say "Not Yet," Not "No"

22:34 - Tactical Takeaways

23:47 - Relationships First, Community Second

25:19 - Connect With Fundraising Beyond Borders

Key Takeaways:

Fundraising across distance rests on four pillars: donor trust, cross-cultural communication, digital presence, and connection.

Authentic, unedited content (a live video, a behind-the-scenes look) builds more donor trust today than a polished, produced campaign.

Know your ideal donor and put your time where they actually are, not on every channel at once.

Small teams grow fastest by focusing on two to three fundraising activities with the highest ROI, not by chasing every "shiny object" idea from a webinar or board member.

Say "not yet" instead of "no" to new ideas. It keeps the door open without derailing your focus.

Stewardship beats frequency in email. Send fewer, better emails rather than hitting an arbitrary weekly quota.

Links:

Fundraising Beyond Borders: fundraisingbeyondborders.com

DonorDock: donordock.com

Stewardship Is the New Acquisition: Building a Recurring Donor Base from Scratch | Jackie Jones21 juil. 202600:20:20

Most fundraisers are taught to chase: more grants, more new donors, more names on the list. Jackie Jones did the opposite and built something that lasts.

In this episode of The Focused Fundraiser, Rob Burke talks with Dr. Jacqueline "Jackie" Jones, founder of the I SEE ME Foundation, which helps girls build inner confidence in a social-media age. A former accountant turned 26-year teacher turned nonprofit founder, Jackie funds free programming through community partnerships, in-person conversations, and a foundation of small recurring donors. We get tactical on how she stewards those relationships, where she lets AI help (and where she refuses to), and the hardest lesson every founder eventually faces: letting go.

If you run a small shop and feel like you're applying for everything and gaining nothing, this one is for you.

⏱️ CHAPTERS

00:00 - Why "I SEE ME" exists: confidence in a social media age

01:05 - From accountant to 26-year teacher to nonprofit founder

03:28 - The fundraising lesson: stop applying to everything

05:07 - Why $5/month recurring donors keep the lights on

06:43 - Beyond the statistic: story-driven giving that sticks

08:21 - Using AI ethically without cheapening the relationship

11:57 - Building a brand that stays focused

14:23 - The founder bottleneck: learning to let go

17:48 - Tactical takeaway: connect, don't just collect

19:14 - Where to find Jackie and I SEE ME

✅ KEY TAKEAWAYS

  • Don't apply for everything. A constant flow of "no" wears you down. Laser-focus every application on your exact mission so even a no teaches you something.
  • A base of small recurring donors ($5/month) can cover your core operating needs and protect you when grants fall through.
  • Stewardship beats acquisition. Send photo collages 3–4x a year and testimonials that tell donors, "you are responsible for these faces."
  • Don't sell a statistic. Use photos, video, and audio so donors feel like they were in the room.
  • AI should be an exponent to relationships, not a replacement. Use it for the logistical, mundane work (flyers, formatting) and protect the authentic voice of the people you serve.
  • Founders stall growth when everything runs through them. Train people you trust, hand off delivery, and free yourself to focus on the board and the mission.

🔗 LINKS

🎧 The Focused Fundraiser is where we talk about focusing on the fundraising practices that actually matter, with the experts and founders doing the hard work. New episodes weekly.

Using AI in Fundraising Without Breaking Donor Trust | Sami Zoss14 juil. 202600:28:25

Fundraising drives relationships and the big gifts. Nobody puts the systems, the data, and the back-end operations on the flyer, and that's exactly the work that keeps an organization alive. In this episode of The Focused Fundraiser, host Rob Burke talks with Sami Zoss, founder of Zoss Collaborations and a former higher-ed foundation COO who calls herself a "systems girly with an ADHD aesthetic."

Sami makes the case for a project-management mindset in nonprofits (the non-techie kind), the healthy tension between relationship-driven fundraisers and the people who build the systems, and how to earn trust through small wins instead of big overhauls. We get practical about the smallest data cleanups with the biggest payoff, how to advocate to your board for the time to fix your back end, and where AI is genuinely useful for a development team versus where it's just hype. She closes with one of the most doable tactical takeaways we've shared: get one thing out of your head and into the institution every week.

If you've ever felt too busy raising money to fix the systems underneath it, this one is for you.

Chapters

00:00 - The unglamorous side of fundraising: systems and operations

00:45 - Sami's path: from criminal justice major to foundation COO

03:08 - A "systems girly with an ADHD aesthetic"

03:57 - The most common broken system: no project management

06:25 - Getting relationship-driven fundraisers to trust a process

06:55 - "We're going to trip over money": building trust through small wins

11:06 - Leadership buy-in and the grace to fail

12:27 - Institutional knowledge walking out the door

13:06 - The smallest data cleanup with the biggest payoff

15:42 - "Too busy raising money to fix the back end"

18:52 - Where AI is genuinely useful, and where it's hype

24:12 - Context is everything: using AI safely

26:22 - Tactical takeaway: one thing out of your head each week

Key takeaways

Most nonprofits are so good at saying yes that they lose track of what they're working on and whether it's still mission-aligned. A light project-management mindset fixes that.

Trust between fundraisers and operations is built in small, incremental wins, not big overhauls.

You need leadership buy-in to fail gracefully. Processes are wrong before they're right.

Institutional knowledge walks out the door when staff leave. Document it before that happens.

Smallest cleanup, biggest payoff: keep contact info current and run a monthly contact-record cleanup.

Advocate to your board for the time to fix systems. Lower the short-term fundraising expectation to raise long-term accuracy.

AI is useful when it's genuinely useful, not just interesting. Mind your context and your data, and never let it manipulate the donor relationship. AI amplifies the relationship, it doesn't replace it.

Tactical takeaway: every Friday, write down one thing that lives only in your head and get it into the institution.

Connect with Sami Zoss

Zoss Collaborations | Fundraising.AI advisory council

About DonorDock

DonorDock helps nonprofits find clarity, build stronger donor relationships, and grow retention through smart stewardship. Learn more at https://www.donordock.com

Subscribe for a new episode every week.

Stop Building the Plane While You Fly It: Nonprofit Structure & Burnout | Leah Wiley07 juil. 202600:21:45

Passion starts a nonprofit. Structure keeps it alive. In this episode of The Focused Fundraiser, host Rob Burke sits down with strategic advisor Leah Wiley, who spent nearly two decades as a community organizer before she began coaching nonprofit leaders. Leah explains why so many mission-driven organizations stay in "building the plane while flying it" mode for too long, how that fuels leadership burnout, and what it actually takes to build the structure underneath the mission.

We get into letting go of the vine as you scale, stewarding your staff the way you steward donors, the discipline of saying no, and the one question every fundraiser should ask themselves today: am I doing this alone?

If passion alone isn't moving your mission forward, this conversation will help you find the focus and the framework to do work that lasts.

Chapters

00:00 - Building the plane while flying it

00:50 - Leah's path: from community organizing to nonprofit coaching

03:36 - Strengthening how an organization is structured

04:41 - The #1 structural problem: building too long without a blueprint

06:45 - Letting go of the vine as you scale

09:16 - Burnout and why it comes up every episode

11:35 - Stewarding your staff the way you steward donors

13:20 - Saying no and focusing on what matters most

17:12 - The question to ask donors: why do you do this work?

18:44 - Tactical takeaway: am I fundraising alone?

20:35 - How to connect with Leah

Key takeaways

"Building the plane while you fly it" is healthy at launch and a liability when it lasts for years.

Strong mission-driven organizations require a strong mission-driven architecture: bookkeeping, hiring, roles, and a fundraising plan that fits the strategy.

Burnout is usually a structure problem, not a willpower problem.

Stewardship starts internally. Leaders who ask their staff about their lives and roles build cultures people don't want to leave.

Ask donors why they got involved and what keeps them here, then actually listen.

Fundraising should never sit on one person. Board, staff, and volunteers all have a role.

Connect with Leah Wiley

Email: leah@ledcoaching.net

About DonorDock

DonorDock helps nonprofits find clarity and build stronger donor relationships through smarter retention and stewardship. Learn more at https://www.donordock.com

Subscribe for a new episode every week. New conversations with the people in the trenches of nonprofit fundraising.

Stop Chasing New Donors. Pick Up the Phone. | Patrick Kirby30 juin 202600:26:33

Every nonprofit wants more new donors. Patrick Kirby thinks that is exactly the problem. The people who already love your mission are where your major gifts, your bequests, and your steadiest support come from, and they are the ones we keep ignoring.

In this episode, Rob Burke sits down with Patrick Kirby, founder of Do Good Better Consulting and author of Fundraise Like a Fifth Grader. After 20 years helping nonprofits "suck less at fundraising," Patrick makes the case for going back to the basics: real human connection, one question almost no one asks their donors, and a phone call with no ask attached. He breaks down what to track in your CRM, how to get a reluctant board to open doors instead of fundraise, and how to fight the burnout taking down nonprofit leaders across the sector.

If you have ever felt like fundraising advice was written for someone with a bigger team or a bigger budget, this conversation is for you.

Chapters

00:00 - Don't Forget the Donors Who Loved You First

00:30 - Welcome and Meet Patrick Kirby

01:25 - From Losing an Election to Winning at Fundraising

02:52 - The Biggest Mistake: Skipping the Basics

05:28 - Why Retention Beats Chasing New Donors

05:52 - The One Question: How Do You Like to Be Thanked?

08:59 - Matching Gratitude to Communication Style

11:10 - Stewardship Is Showing Impact All Year

13:13 - What to Actually Track in Your CRM

16:22 - How to Get a Reluctant Board to Open Doors

20:31 - Burnout, Turnover, and Playing the Long Game

23:40 - Tactical Takeaway: Pick Up the Phone

25:37 - Patrick's Book and Where to Connect

Key Takeaways

- The most common fundraising mistake has nothing to do with budget or team size. It is trying to do everything and forgetting the basics. Technology should free up your time for human connection, not replace it.

- Retention beats acquisition every time, yet nonprofits do the opposite. Love the ones who have loved you longest. They are where major gifts and bequests come from.

- Ask every donor one question almost nobody asks: "How do you like to be thanked?" It unlocks a hyper-personalized gratitude plan and tells the donor you actually know them.

- Don't go a full year without connecting. Ask permission to send updates and notes with no solicitation attached, then steward consistently across the calendar.

- Track the right things in your CRM: last contact, communication preferences, how they like to be thanked, and the weird, specific details that prove you are curious about the person, not the pocketbook. You never ask for a major gift unless you know the name of the donor's dog.

- Stop asking your board to fundraise. Ask them for warm introductions instead, recalibrate expectations every year, and set a doable KPI (one or two names a quarter, not five a month).

- Burnout is the number one issue facing nonprofit leadership. Acknowledge it, treat fundraising as a long game, and find a peer community so you know you are not alone.

- The single best thing you can do today: pick up the phone. Call a donor to say thank you and share their impact. Make no ask. Let the CRM handle the back-end work so you can focus on the conversation.

Links

- Do Good Better Consulting: https://dogoodbetterconsulting.com

- Fundraise Like a Fifth Grader (Amazon): https://www.amazon.com/s?k=Fundraise+Like+a+Fifth+Grader+Patrick+Kirby

- See how DonorDock helps you build relationships and retention through smart stewardship: https://donordock.com

Why Development Directors Quit in 16 Months | Eddie Allen23 juin 202600:22:37

Most nonprofits run the same play: hire a development director, watch them work themselves to the bone, then watch them walk out the door 16 months later. Eddie Allen says that cycle isn't a people problem. It's a systems problem.

In this episode, Rob Burke sits down with Eddie Allen, founder of Pacific Northwest Fundraising and author of the forthcoming book The Unicorn Development Director, to unpack why fundraising breaks when an organization builds it around one impossible job. Eddie explains the difference between fundraising, development, and philanthropy, why the math behind turnover is far worse than the often-cited $130K, and how "infrastructure fundraising" gives the person in the seat a fighting chance.

If you have ever felt like your role wasn't actually possible, this conversation reframes the problem and points to what to do instead.

Chapters

00:00 - Doing More Isn't the Goal

00:52 - Meet Eddie Allen and the Fractional Model

03:04 - The Unicorn Development Director Problem

05:30 - The Real Cost of Turnover

08:18 - Raising Money Now Without Burning Out

11:39 - Systems Problem or Money Problem?

15:35 - Why Retention Beats Acquisition

17:23 - Where to Spend 10 Focused Hours a Week

20:05 - The Tactical Takeaway

21:01 - The Book and How to Reach Eddie

Key Takeaways

Communications, marketing, database management, grant writing, and major gifts are separate jobs at large nonprofits. Smaller orgs pile them all onto one development director and wonder why the role fails.

"No database, no donor development." Almost every project starts by building the data clearinghouse first, because data lives in someone's head or scattered across spreadsheets.

Development takes time. Major gifts can take 24 to 48 months, yet most hires are told to raise money right now. That timing mismatch is built to fail.

The true cost of turnover is roughly double the $130K salary-and-benefits figure once you count mission interruption, brand damage, donor distrust, and staff stress.

Retention loses to acquisition because of bandwidth, not strategy. When one person is doing nine jobs, stewardship is the first thing to get dropped.

Block standing time on your calendar for donor conversations (Eddie protects a weekly Wednesday lunch slot) and spend 80% of your time on the 20% that moves the organization forward.

About the Guest

Eddie Allen is the founder, CEO, and self-described "lead guide" of Pacific Northwest Fundraising, a fractional development team that gives nonprofits C-suite-level fundraising experience without the cost of building a full team in-house. His book, The Unicorn Development Director, comes out in July.

Links

Pacific Northwest Fundraising: https://pacificnorthwestfundraising.us

Email Eddie: eddie@pacificnorthwestfundraising.us

Learn how DonorDock helps you build relationships and retention through smart stewardship: https://donordock.com

Galas Are Getting Played Out. Try This Instead | Ryan Yuhas16 juin 202600:18:46

Ryan Yuhas has fundraised for food, faith, animals, and now furniture. He's seen what carries across every mission type and what only worked in one place. In this episode, he digs into why galas and golf outings are losing steam, the events grassroots nonprofits are using to bring in entirely new donor bases, and the simple mechanic Open Door Exchange uses to turn in-kind furniture donors into recurring cash donors.

We also get into the human side of stewardship, including why donors leave when fundraisers leave, what a great executive director actually does for your job, and the story of a veteran with PTSD and five kids that explains why furniture is more than furniture.

If you run events, work with in-kind donations, or have ever felt like you're carrying your fundraising shop alone, this one is for you.

Chapters

00:00 - Welcome and intro to Ryan Yuhas
00:56 - Ryan's path: food, faith, animals, furniture
02:10 - Five rescue dogs and the animal welfare outlier
02:31 - Galas are getting played out: trivia night, music bingo
03:46 - The Glass Pumpkin Patch annual event
05:05 - What's on the scorecard besides net revenue
06:09 - Scaling grassroots into a larger budget
06:23 - Spinning out as their own 501(c)(3)
07:03 - What great EDs do and the red flags to avoid
08:44 - Donors invest in the mission AND the person
10:14 - Turning in-kind donors into financial donors
13:05 - Telling impact stories that go beyond the dollar amount
14:00 - The veteran's story and "the foundation of the home"
15:21 - Story plus statistics: how to communicate impact
16:43 - Tactical takeaway: ask for help, you're not alone
17:55 - How to connect with Ryan and Open Door Exchange

Key takeaways

  • Galas and golf outings are flat. Trivia nights, music bingo, and signature partnerships bring new donors.
  • Net revenue is not the only scorecard. Attendance and new audience reach matter just as much.
  • Free in-kind pickup is your best cash cultivation tool. Donors who would've paid $150 to dump it now want to support you instead.
  • When a fundraiser leaves, donors leave too. Rebuild the relationship from scratch, in person, with a warehouse tour.
  • The story plus the statistic always beats either one alone.
  • A two-person shop survives by asking for help. Burnout is the real fundraising risk.

Links

Be a Secret Shopper to Your Own Nonprofit | Farra Trompeter, Big Duck09 juin 202600:22:53

What if your donor retention problem is not a copy problem, but a brand problem?

Farra Trompeter has spent 30+ years in the nonprofit sector and 19 of those at Big Duck, helping organizations build brands that move donors. In this episode, she breaks down why brand is more than logos and colors, how brand stickiness inside your team determines whether donors recognize you, and why most rebrands fail to lift fundraising results.

We dig into the donor retention crisis, the difference between major-donor stewardship and the watered-down version everyone else gets, and the sub-brand strategy Big Duck used with the International Rescue Committee to build the Rescue Collective. Farra also explains why Q4 planning starts in Q3, and ends the episode with a tactical move every fundraiser can do this week: become a secret shopper to your own giving.

If you want donors who stay, this is the conversation.

Chapters

00:00 - Cold open: Be a secret shopper to your own giving

00:38 - Welcome and intro to Farra Trompeter

01:48 - Farra's path: from telefundraiser to Big Duck Co-Director

03:30 - What brand actually means for a development director

05:33 - Brand, culture, and where they overlap

06:22 - Why rebrands fail to lift fundraising results

09:04 - AI, generative tools, and brand consistency

10:43 - Donor retention is a stewardship problem, not a copy problem

12:54 - Monthly giving and sub-brands (Rescue Collective)

15:26 - Designing Q4: start in Q3 with a warm-up

17:25 - Prioritizing stewardship year-round

18:31 - Segmentation and treating mid-level donors like they matter

20:31 - Tactical takeaway: secret shop your own giving

21:46 - How to connect with Farra and Big Duck

Key takeaways

- Brand is every email, ask, event, and acknowledgement, not just your logo.

- Internal "brand stickiness" comes before external recognition.

- Donor retention is built between asks, not inside them.

- Q4 results are decided in Q3 with a non-fundraising warm-up.

- The fastest way to find your stewardship gaps: give to your own organization from a personal account and watch what happens.

Links

- Smart Communications Podcast: https://bigduck.com/insights/?type=podcasts

- Farra Trompeter on LinkedIn: https://www.linkedin.com/in/farra

- DonorDock: https://www.donordock.com

Relationship Mapping, Grant Transparency & the Biases Costing You Donors | Tori Tishman02 juin 202600:20:32

Tori Tishman has fundraised across education, healthcare, and political campaigns, and she came out of it with strong opinions about what the sector gets wrong.

In this episode, Rob and Tori dig into relationship mapping for major donors, why grant reporting needs a radical transparency overhaul, the uncomfortable truth about pay in nonprofits, and how cognitive biases might be quietly tanking your fundraising results.

Whether you're running your first capital campaign or you're a seasoned development director, Tori's systems-driven approach to CRM documentation, institutional knowledge, and storytelling will give you a new way to think about the work.

What you'll learn:

How to use relationship mapping and LinkedIn to unlock the right person to make a major donor ask

Why fundraising is never just about numbers — and what that means for how you build trust

The case for radical transparency in grant reporting (and why it protects you legally)

Tori's honest take on pay transparency and executive compensation in the nonprofit sector

How to structure a capital campaign — from goal-setting to leveraging foundation gifts as social proof

Storytelling in HIPAA-sensitive environments: how Tori tracks and anonymizes client stories

Why the playbook you build today protects your org the day you're gone

The one exercise every fundraiser should do to uncover the biases holding them back

Chapters

00:00 - The Ask Has to Come From Someone They Trust

00:42 - Welcome to The Focused Fundraiser

01:15 - Tori Tishman's Background in Fundraising

02:09 - Diversifying Revenue and Relationship-Centered Fundraising

03:48 - What Actually Works With Major Donors

05:37 - AI + CRM: Why Unstructured Data Is a Game Changer

06:50 - Dysfunction in the Nonprofit Sector

07:11 - Radical Transparency in Grant Reporting

09:38 - Pay Transparency and Executive Compensation

10:46 - Capital Campaigns: Strategy, Goals, and Getting There

12:59 - Advice for Fundraisers New to Multi-Million Dollar Campaigns

13:46 - Storytelling as a Fundraising Tool

15:16 - Telling Stories in Healthcare Under HIPAA

16:23 - Systems Thinking, CRM Documentation, and Institutional Knowledge

18:37 - Tactical Takeaway: Examine Your Cognitive Biases

19:50 - Where to Find Tori Tishman

Connect with Tori Tishman:

LinkedIn: Victoria Tishman

Medium: Fundraising blog

Learn more about DonorDock: donordock.com

Fundraising as Ecosystem Building: Lessons from Zimbabwe with Terrence Mugova26 mai 202600:20:23

What if you thought about fundraising the way a farmer thinks about soil, not just what you can extract, but what you're building over time?

Terrence Mugova joins Rob Burke from Bulawayo, Zimbabwe, where he founded Educate, a financing company that helps students at more than 50 schools afford school fees, and runs a hunger relief program and money coaching practice in his community.

Terrence brings a perspective rarely heard on fundraising podcasts: what it actually looks like to raise money without collateral, without a wealthy network, and inside an economy that's wrestled with hyperinflation.

In this episode, Terrence breaks down how he built a sustainable funding model that blends donor relationships, corporate shared-value partnerships, micro-loans, and earned revenue — and why he believes nonprofits everywhere need to start thinking more like business operators. He also shares a sharp critique of how global organizations often get it wrong when they show up in Africa with a predetermined vision and no understanding of local context.

If you work in fundraising — whether in the US or anywhere else — this episode will challenge you to widen your lens.

Chapters:

00:00 - Fundraising as Ecosystem Building (Teaser)

00:22 - Welcome and Guest Introduction

01:21 - Terrence's Story: Almost Losing His University Seat and Founding Educate

04:15 - Starting Small: Six Students, One Proof of Concept

07:25 - What Success Really Means: Identity, Action, and Dreams

08:57 - The Fintech Partnership: Making Diaspora Education Funding Direct and Accountable

10:26 - Building a Sustainable Funding Mix Beyond Grants

14:14 - Shared Value Partnerships: Speaking the Language of Business People

15:53 - What Global Nonprofits Get Wrong When They Enter Africa

19:11 - Tactical Takeaway: Approach Fundraising Like Building an Ecosystem

Learn more about DonorDock: https://donordock.com

From 500 to 3,200 Donors: Stewardship, Retention & Planned Giving with Andrew Kerr19 mai 202600:23:25

Andrew Kerr shares how he grew the Georgia Conservancy's donor base from 500 to 3,200 donors, lifted retention from 33% to 51%, and built a planned giving program with 25 estate commitments totaling over $2 million — all in just a few years.

This episode is packed with practical tactics: how to scale your thank-you process with a handwriting robot and video messages, how to use the PASS Framework to create urgency without fear-based fundraising, how to prospect for foundation and corporate grants using LinkedIn Sales Navigator, and exactly how to start the planned giving conversation without it feeling awkward.

Andrew's tactical takeaway alone is worth the listen: time blocking the last 30 minutes of every day for stewardship will change your numbers.

Key Takeaways:

  • Fix your leaking stewardship bucket before spending a dollar on acquisition
  • Donor avatars (Engaged Explorer vs. Legacy Builder) let you tailor messaging that actually resonates
  • Video thank-yous get shared — 250 videos watched by 350 unique IPs
  • Planned giving doesn't require a direct ask, just consistent conversation throughout the year
  • A donor match is the most effective tool to get estate gift amounts on record
  • Time blocking is the one habit that keeps your pipeline from drying up

Chapters:

00:00 - Introduction & Andrew Kerr's Origin Story
03:30 - Why Fundraising Is Relationship Selling
04:35 - Donor Identity and the Conservation Giving Mindset
05:29 - The PASS Framework: Creating Urgency Without Fear
07:37 - Balancing Grants and Individual Donors
09:00 - LinkedIn Sales Navigator, Chambers of Commerce & Getting Past the First Filter
11:36 - Growing Your Donor Base When the Sector Is Shrinking
13:13 - Building a Stewardship System That Scales (Handwriting Robots, Video Messages)
15:37 - Introduction to Planned Giving: When to Start the Conversation
18:28 - How to Capture Estate Gift Amounts Without Pushing Donors Away
21:33 - Tactical Takeaway: Time Block the Last 30 Minutes of Every Day
22:39 - How to Connect with Andrew Kerr

Links & Resources Mentioned:

Georgia Conservancy

DonorDock — donordock.com

Fundraise From Your Laptop: The Sprint Method with Christina Edwards12 mai 202600:24:56

If your fundraising strategy is basically "year-end campaign and maybe a gala," Christina Edwards has something to say about that. As founder of Splendid Consulting and creator of the Sprint Method, she has worked with thousands of nonprofits and identified the same bottleneck again and again: organizations stuck in the grant-gala cycle, burning out their teams, and getting diminishing returns.

In this episode, Christina breaks down why email is where conversions happen (not social), how to build a "social street team" using ambassadors and micro influencers you already know, why you should be planning in 3-6 month windows instead of annually, and how the Sprint Method lets you fundraise from your laptop in short controlled bursts throughout the year — including when a surprise donor match lands in your inbox this week.

Her tactical takeaway is one of the most actionable ones we've had on the show: send your list a micro moment email today.

Key Takeaways:

  • Email is the conversion channel — social is for visibility, not dollars
  • The Sprint Method replaces the exhausting grant-gala cycle with focused, repeatable online campaigns
  • You don't need a celebrity influencer — your most engaged volunteers and community members are your social street team
  • Start with just 3 email segments: monthly givers, major donors, and last campaign donors
  • Fundraisers struggle to close gifts because the campaign isn't doing the lifting — not because the ask is scary
  • Planning annually is fine as a skeleton, but execute in 3-6 month windows

Chapters:

00:00 - Why Compounding Systems Beat One-Off Campaigns
03:12 - What Compounding Fundraising Actually Looks Like in Practice
04:31 - The Social Street Team Method: Ambassadors Over Celebrities
07:53 - Email vs. Social: Where Conversions Actually Happen
09:44 - Introducing the Sprint Method (and Why the Gala Is Burning You Out)
12:45 - Can You Use Sprints for In-Person Events? (Yes, and Here's How)
15:03 - Planning in 3-6 Month Windows Instead of Annually
16:28 - Micro Events: Which Lane Are You In?
17:44 - Donor Segmentation: Just 3 Buckets to Start
20:23 - Why Fundraisers Struggle to Close Gifts (Hint: It's the Campaign, Not the Ask)
22:38 - The Mindset Layer: Fear Is Costing You More Than You Think
23:19 - Tactical Takeaway: Send a Micro Moment Email Today

Links & Resources Mentioned:

How to Win Corporate Partners: The Pipeline Strategy That Pays Off05 mai 202600:25:38

Most nonprofits have a fundraising plan. Very few have a fundraising pipeline. And that difference? It's costing them corporate partners, donor retention, and long-term sustainability.

In this episode, Rob sits down with Alexa Diaz Formidoni, founder of Be Better Together and creator of the Development Fundraising Pipeline (DFP). Alexa brings 20+ years of experience from both sides of the table, leading development inside major nonprofits like Junior Achievement and Neighbors for Neighbors, and now consulting organizations on how to build the systems that make funding predictable.

They dig into why corporate sponsorship feels hard (and how to fix it), why the first "no" is just a touch point, and what it actually takes to build a relationship-based funding model that holds up when the economy shifts.

What you'll learn:

  • Why a strategic plan is not a fundraising pipeline and why you need both
  • The touch point framework for corporate partnerships (no ask required at first)
  • Why corporate giving takes 12 to 25 months to convert and what to do in the meantime
  • How to use AI to research corporate philanthropy pillars before you ever reach out
  • The mindset shift from transactional fundraising to relational funding
  • Alexa's tactical takeaway: the one question every fundraiser should ask themselves today

Chapters:

00:00 - Introduction

00:53 - Alexa's 20-year journey: LLS, Junior Achievement, and building community

06:06 - The difference between a fundraising plan and a real funding pipeline

10:21 - Stewardship starts at acquisition: why it's all relationship building

13:35 - Corporate sponsorships beyond galas: common mistakes and smarter approaches

17:00 - Touch points, timelines, and why 12-25 months is the real runway

22:17 - Tactical takeaway: ask yourself this question before tomorrow

24:34 - How to find Alexa and the Development Fundraising Pipeline

The Fundraising Power of Radical Transparency | Kerry Lowry, M25 Initiative28 avr. 202600:21:56

What happens when your nonprofit's biggest outcomes can't be captured in a spreadsheet? Kerry Lowry, founder of the M25 Initiative in Reno, Nevada, has figured out how to fundraise anyway.

In just 18 months, Kerry has grown M25 from a vision to an organization running programs in rehab facilities, building toward prison reentry work, and housing people in sober living, largely through grassroots community relationships, radical transparency, and a simple but powerful approach to storytelling that makes donors feel like the heroes they are.

In this episode, Rob and Kerry dig into what it actually takes to fundraise without grants, without a big team, and without a perfectly packaged impact number — and how organizations serving the hardest-to-quantify populations can still build deep donor trust.

Key takeaways:

  • Why consistency, not tactics, is the real inflection point in fundraising growth
  • How to tell a story that connects a simple donation (like flooring) to a life changed
  • Why donor stewardship matters more than most nonprofits realize
  • How a CRM becomes a community-building tool, not just a database
  • The "learn, implement, teach" framework that drives Kerry's organization

Chapters:

  • 00:00 - Introduction & Welcome
  • 00:47 - Kerry's Story: From Lived Experience to Founding M25 Initiative
  • 03:17 - Growing a Reentry Nonprofit in 18 Months
  • 07:03 - The Real Fundraising Strategy: Consistency Over Tactics
  • 09:43 - Why AI Can't Replace the Donor Relationship
  • 12:22 - Donor Retention: What Kerry Actually Invests In
  • 14:00 - How Kerry Uses Her CRM to Deepen Community Connection
  • 15:58 - Make Your Donor the Hero: A Storytelling Framework
  • 16:16 - Quantifying the Unquantifiable: The Flooring Story
  • 20:14 - Tactical Takeaway: Learn, Implement, Teach

About M25 Initiative: https://m25nv.org/

🔗 Learn how DonorDock helps nonprofits like M25 build stronger donor relationships: https://www.donordock.com

The Hidden Cost of Avoiding Conflict in Nonprofits21 avr. 202600:18:50

What happens inside the leader when the systems around them stay broken?

Daniela Cohen, founder of Transformative Conversations, has spent 15+ years in nonprofit leadership in Canada and South Africa, and experienced burnout firsthand. Now she works at the intersection of leadership coaching and conflict transformation, helping nonprofit leaders (especially women) shift out of survival mode so they can lead with confidence and sustain their impact long-term.

In this episode, Rob and Daniela unpack the invisible patterns that drain nonprofit leaders: conflict avoidance, over-giving, the confidence gap you can't see from the outside, and the identity trap that turns dedication into depletion.

If you've ever felt like if you stop, everything falls apart — this conversation is for you.

Key Takeaways:

Why conflict avoidance is costing your organization more than you think

What the "invisible confidence gap" looks like for development directors

How over-giving is different from mission alignment — and how to tell the difference

The mindset shift that changes everything: "just because I can doesn't mean I should"

One simple, practical thing you can do today to stop running on empty

Connect with Daniela:Website: https://transformativeconversations.ca

Learn how DonorDock helps nonprofits build a strong donor base through smart stewardship: https://donordock.com

Chapters

00:00 - Welcome & Introduction
00:58 - Daniela's Background: 15 Years in Nonprofit Leadership
02:18 - What Is Conflict Transformation?
04:12 - Why Nonprofit Leaders Avoid Hard Conversations (and What It Costs)
07:17 - The Invisible Confidence Gap in Development Directors
09:16 - Over-Giving vs. Mission Alignment: Do You Know the Difference?
11:12 - Identity, Women, and the Nonprofit Sector
12:09 - Where the Overwhelm Breaks Down First — and What to Do About It
15:19 - Freedom to Thrive: The Mindset Shift That Changes Everything
16:35 - Tactical Takeaway: Create Space in Your Day

AI, Tool Fatigue, and the Future of Nonprofit Fundraising | Matt Bitzegaio14 avr. 202600:29:10

Most fundraising teams don't have a technology problem. They have a process problem. And buying a new tool just makes the broken process run faster.

In this episode, Rob sits down with Matt Bitzegaio, CEO and co-founder of DonorDock, to discuss where the nonprofit sector is right now and where it's headed.

Matt has spent over 20 years working with CRMs across for-profit and nonprofit organizations. He's seen what works, what doesn't, and what's actually changing versus what's just hype.

They dig into the biggest shifts happening in fundraising operations, why "tool fatigue" is real and getting worse, what AI can genuinely do for you today (and what it can't), and what the next generation of nonprofit software actually needs to look like.

If your systems feel messy, your team is stretched thin, or you're wondering whether AI is going to save you or just create more noise, this episode is for you.

Links & Resources

Chapters

00:00 - Introduction: A Different Kind of Episode
01:26 - Matt's Background and Building DonorDock
05:02 - The Biggest Shift in How Fundraising Teams Operate
07:30 - Tool Fatigue and the Year of Consolidation
08:30 - Process Before Platform: Getting the Order of Operations Right
10:54 - Your Process Needs to Be Tool-Agnostic
12:24 - AI in Fundraising: What's Real vs. What's Hype
17:06 - AI as an Exponent, Not a Replacement
18:19 - What the Next Generation of Nonprofit Software Needs to Look Like
22:39 - Clean Data Is the Foundation
23:13 - Advice for Fundraisers Who Feel Stuck
26:27 - Tactical Takeaway: Work Your Lapsed Donor List
28:36 - Closing Thoughts and Where to Learn More

Key Takeaways

  • Technology amplifies your process — good or broken. Fix the process first.
  • AI is genuinely useful for drafts, summaries, data cleanup, and unstructured notes. It is not a relationship builder.
  • The 2026 consolidation trend is real. Teams are asking "what can we get rid of?" not "what can we add?"
  • Small teams now have the tools to do what large teams used to do. That's both an opportunity and a pressure.
  • Your lapsed donor list (gave last year, not yet this year) is your highest-ROI activity for the next 30 days. Pick up the phone.
  • AI can only be as good as the data you've been keeping. Start tracking donor interactions now — in any format.
The Real Fix for Development Turnover07 avr. 202600:27:30

The average development director lasts 18 to 24 months, and that number is shrinking. Christina Martin Kenny, founder of Guava Tree Strategies, has spent her career figuring out why fundraising teams burn out, why they leave, and what it actually takes to fix it.

In this episode, Rob and Christina dig into the structural problems that lead to constant fundraiser turnover: hiring when you're already desperate, writing job descriptions for an imaginary unicorn, and expecting one person to build a culture of philanthropy from scratch. Christina also shares her Solo Fundraiser Survival Guide framework for pushing back on unrealistic revenue goals with data.

If your organization has ever lost a great development director too soon, this conversation is for you.

Chapters:

00:00 - Introduction: Why fundraiser burnout is a structural problem 00:44 - Christina's path into nonprofits and her own experience with turnover 03:19 - The 18-24 month average tenure — and why it's getting worse 03:48 - The root cause: organizations hire fundraisers when they need money 07:00 - Writing job descriptions for who you want to be, not where you are 08:02 - Flipping the budget mindset: profit first for nonprofits 09:22 - The Solo Fundraiser Survival Guide: pushing back with data 13:29 - Shared ownership of fundraising across the organization 17:43 - Reframing what fundraisers actually do (it's not asking for money all day) 20:31 - What to do when you're a few months in and already seeing red flags 22:18 - Go see your programs: the antidote to fundraiser burnout 23:25 - How to interview when job descriptions are unrealistic 25:22 - The fractional fundraiser movement and where it fits 25:22 - Tactical Takeaway: experience your programs firsthand

Key Takeaways:

  • Organizations hire fundraisers out of desperation, that's the root cause of the turnover problem
  • Job descriptions that list 40 responsibilities set fundraisers up to fail from day one
  • Hire for where you currently are, not who you aspire to be
  • Use data and projections to push back on unrealistic revenue goals — not just "no"
  • A culture of philanthropy starts with leadership, not the development director
  • Before updating your resume: go see your programs in person

Connect with Christina:

Learn more about DonorDock: donordock.com

Profitability Isn't a Dirty Word | Kim Nagle on Financial Sustainability31 mars 202600:29:21

What does it cost to change a life, and what's the return on that investment? Kim Nagle has spent over three decades answering that question. As the creator of the DAMN Plan and author of Nonprofit Profitability, Kim brings hard-won for-profit business thinking into the nonprofit sector. Not to strip away the mission, but to make it last.

In this episode, Rob Burke and Kim dig into why so many nonprofits are one month away from closing their doors, why cashflow is more important than total fundraising revenue, and how telling the financial truth to your board (even when it's uncomfortable) can actually strengthen your organization. Kim also shares a powerful tactical takeaway: calculate the ROI of a changed life, so your donors understand exactly what their investment is worth.

If you're a fundraiser, an executive director, or a board member who wants to stop white-knuckling your organization's finances — this episode is for you.

Learn more about DonorDock: https://donordock.com

Attend WellTold: https://welltoldconference.com/
Purchase Kim's Book: https://damnplan.com

Chapters:

00:00 - Introduction: Kim Nagel and Why Financial Sustainability Is Backwards
00:56 - Kim's Story: From Nonprofit Recipient to Nonprofit Strategist
02:44 - Why She Wrote Nonprofit Profitability (and What Robin Danner Had to Do With It)
07:50 - Nonprofit Profitability: Why the Word Makes People Uncomfortable
08:16 - The DAMN Plan Explained: Determined Decisions, Act Consistently, Mind Your Business, No Excuses
11:21 - Calculating the ROI of a Changed Life ($10.5 Million)
12:14 - Revenue Diversification: The 40% Rule and the Danger of One-Source Funding
14:56 - Cashflow vs. Total Fundraising Revenue: What Actually Keeps Doors Open
19:12 - What Boards Get Wrong and How to Lead Them Into Financial Honesty
23:06 - Tactical Takeaway: Calculate the Value of a Changed Life
26:00 - Where to Find Kim, the Book, and the AI Prompts

The Right Story at the Right Time: How to match your message to your donor's journey24 mars 202600:23:58

What if your nonprofit doesn't have a storytelling problem.. it has a timing problem? In this episode, Rob Burke sits down with Max Kringan, founder of Tellwell Story Co., who has spent nearly two decades helping mission-driven organizations use human stories to deepen donor engagement and drive real fundraising results.

Max breaks down his "storytelling rhythm" framework and explains why the most effective nonprofits aren't the ones collecting the most stories, they're the ones matching the right story to where each donor actually is in the relationship. He also shares how Ronald McDonald House Charities of the Red River Valley consistently nails their gala storytelling by focusing on hope rather than trauma, and why your About page might be quietly pushing donors away.

You'll walk away with a concrete framework, a fresh perspective on donor relationships, and one action you can take today.

Chapters:

00:00 - Introduction and Welcome
01:00 - How Tellwell Story Co. Found Its Way Back to Nonprofits
03:27 - What Is the WellTold Conference and Why It's Different
08:04 - What Is a Storytelling Rhythm? The Trust Framework Explained
10:30 - Introduce, Educate, Engage, Remind: A Donor Relationship Model
13:18 - Democratizing Storytelling: Do More With Fewer Stories
16:32 - What Makes a Story Land at a Gala (vs. Falling Flat)
18:30 - Hope vs. Trauma: Why Donors Invest in Aspiration, Not Sadness
20:19 - Story Arcs and the Conflict-Resolution Principle
21:04 - Tactical Takeaway: Rewrite Your About Page With "You" Language
23:22 - Closing Thoughts and How to Connect with Max

Audaciously Visible: How to Own Your Message and Raise More Money17 mars 202600:20:08

Most fundraisers don't lose donors by asking too big...they lose them by playing it safe, apologizing for their needs, and never showing up boldly enough. Dayna Del Val joins Rob Burke to change that.

Dayna spent 13 years as President and CEO of a regional arts nonprofit before becoming a speaker and coach who helps leaders become audaciously visible. In this episode, she shares how her acting background unlocked her approach to donor conversations, why so many nonprofit professionals shrink in the moments that require boldness, and the one shift that can transform how you walk into every donor meeting.

Whether you're heading into your fundraising season, prepping for a major ask, or just tired of feeling underprepared when it matters most, this conversation will give you practical tools and real permission to show up differently.

Dayna is also a featured speaker at the WellTold Nonprofit Conference this April, details in the links below.

WellTold Conference: https://welltoldconference.com/

Learn about DonorDock: https://www.donordock.com/

CHAPTERS:
00:00 - Welcome and intro: Who is Dayna Del Val?
00:52 - Accidentally becoming a nonprofit leader
03:01 - What is Well Told and why should fundraisers attend?
05:39 - Leadership lessons from 13 years running an arts nonprofit
06:15 - How acting background shaped donor conversation skills
08:28 - Where nonprofit professionals shrink and play small
10:30 - The donor who told her she was thinking too small
11:17 - Listening well before making the big ask
12:03 - Do your research: understanding donor capacity
13:29 - The cost of staying hidden: what fear of rejection actually costs you
14:08 - A practical shift for communicating with more authority now
15:52 - A real story: the multi-year funding ask that broke her heart
18:00 - Tactical takeaway: own your message unapologetically
19:02 - Closing thoughts and Well Told Conference details

If this episode sparked something in you, subscribe so you never miss a conversation that helps you focus on what moves the needle in fundraising.

Relational vs Transactional Fundraising (What Fundraisers Get Wrong)10 mars 202600:28:10

Are you focusing on the right fundraising strategies or just doing more tasks? In this episode of The Focused Fundraiser, Rob Burke sits down with nonprofit growth expert Noah Barnett to break down what actually drives sustainable fundraising.

They dive into the difference between transactional fundraising vs relational fundraising, why most nonprofit teams struggle with strategy, and how fundraisers can prioritize donor stewardship, donor retention, and meaningful relationships even with limited time and small teams.

Noah also shares a powerful growth framework for nonprofits, how to think about fundraising technology and donor CRM systems, and why your data strategy matters more than your tools—especially as AI becomes more integrated into nonprofit fundraising.

If you’re a nonprofit leader, fundraiser, or development director looking to improve donor engagement, fundraising strategy, and sustainable nonprofit growth, this conversation will give you practical ideas you can apply immediately.

You’ll also hear about the upcoming WellTold Conference, where fundraisers gather to sharpen storytelling, leadership, and fundraising strategy.

Welltold Conference: www.welltoldconference.com

DonorDock: www.donordock.com

CHAPTERS

0:00 Introduction to The Focused Fundraiser

0:45 Noah Barnett’s nonprofit background

1:47 The WellTold Conference and why it matters

4:44 Transactional vs relational fundraising

10:00 A simple growth strategy framework for nonprofits

16:44 How fundraisers should evaluate technology tools

23:12 Why data matters for AI and fundraising

24:01 A tactical donor stewardship action you can take today

26:29 The power of community at fundraising conferences

Build a Revenue Engine with Major Gift Strategy | Sherry Quam Taylor03 mars 202600:22:11

Discover how to build a sustainable revenue engine through high-ROI, investment-level giving conversations.

On this episode of The Focused Fundraiser, Sherry Quam Taylor, a leading fundraising strategist, reveals the "other half of the story" that most nonprofits miss when talking to major donors.

Learn why mid- and major-level donors need more than just mission stories, how to align your fundraising hours with actual dollars, and why framing giving as an investment (not a transaction) transforms your revenue strategy.

Perfect for executive directors, major gift officers, and development leaders ready to move beyond event-driven fundraising.

Featured Guest: Sherry Quam Taylor, Fundraising Strategist (Chicagoland)

Conference Mentioned: WellTold 2026 (April, Fargo, MN) — in-person + online https://welltoldconference.com/

CHAPTERS

0:00 – Welcome & Guest Introduction

0:39 – Sherry's Background: Corporate to Nonprofit

2:03 – The "Hours to Dollars" Mentality

3:12 – The Hard Truth: Fundraisers Tell Only Half the Story

5:16 – Why ROI Matters: CEO-to-CEO Conversations

5:37 – Who Should Attend Sherry's WellTold Session

6:56 – WellTold Conference Overview & Speaker Lineup

7:45 – Diving Into Major Gift Strategy

Why Inclusive Fundraising Is the Foundation of Every Strong Giving Program | Clay Buck24 févr. 202600:27:29

T. Clay Buck has spent over 30 years in the trenches of nonprofit fundraising and he's got a message every fundraiser needs to hear: the foundation of a great giving program isn't a tactic. It's a philosophy.

In this episode of The Focused Fundraiser, Clay joins Rob Burke to talk about what inclusive fundraising really looks like, why recurring giving is an outcome (not a strategy), and how to tell compelling stories even when your mission doesn't fit the "sad picture" mold.

Clay is also previewing two of his upcoming talks at the WellTold Conference this April — "The Impossible Story" and his future-focused look at where philanthropy is headed over the next 5, 10, and 20 years.

Whether you're a development director juggling five roles or an ED trying to build real donor relationships on a tight budget, this conversation will shift how you think about your fundraising program from the ground up.

🎟️ WellTold Conference — April 2026 in Fargo, ND (in-person + online). welltoldconference.com

📌 What you'll learn in this episode:

  • Why inclusivity is the #1 marker of a healthy giving program
  • How to tell stories when your mission doesn't have a clear "beneficiary face"
  • Why recurring giving works best as an outcome of culture, not a standalone ask
  • What fundraisers should be doing NOW to prepare for the next decade of giving
  • A preview of Clay's WellTold sessions on storytelling and the future of philanthropy

🔗 Learn more about DonorDock: https://www.donordock.com
🎙️ The Focused Fundraiser is brought to you by DonorDock — donor management that just works.

Chapters

0:00 Welcome to The Focused Fundraiser
0:49 Clay Buck's path from actor to 30-year fundraiser
2:02 What Clay is most excited about at WellTold
3:10 The Impossible Story — rethinking nonprofit storytelling
3:50 Future-focused philanthropy — planting trees for tomorrow
4:17 WellTold Conference details and speaker lineup
5:50 What does a healthy individual giving program look like?
6:03 Why inclusivity is the foundation of strong fundraising
7:30 Recurring giving as outcome, not starting point
8:30 Welcoming every donor into the mission
10:00 How community culture shapes generosity
12:00 Closing thoughts and where to find Clay

The Secret to Strong Nonprofit Boards and Better Fundraising17 févr. 202600:21:41

Are your nonprofit board members disengaged from fundraising? In this episode of The Focused Fundraiser, Rob Burke sits down with nonprofit strategist Christal Cherry to talk about how boards set the tone for fundraising culture, how executive directors can better manage up, and how to build strong governance practices that drive real impact.

With over 20 years of experience in nonprofit leadership, fundraising, and board development, Christal shares practical strategies to help fundraisers:

• Reframe fundraising as storytelling and relationship building

• Engage disengaged board members

• Build accountability between boards and executive directors

• Strengthen board governance and recruitment practices

• Increase recurring giving and planned giving

• Improve donor retention with meaningful appreciation

If you’re a fundraiser, executive director, or board member looking to build stronger relationships and create a healthy fundraising culture, this episode is packed with actionable advice you can implement immediately.

Christal will also be speaking at the WellTold Conference in Fargo (and virtually), where nonprofit leaders will walk away with hands-on, actionable strategies—not just inspiration.

Listen now and learn how to focus on what truly matters in fundraising: relationships, accountability, and mission-driven leadership.

CHAPTERS

00:00 Welcome to The Focused Fundraiser

00:55 Christal Cherry’s nonprofit journey

02:04 Why speak at the WellTold Conference?

03:33 How boards set the tone for fundraising culture

05:55 Making fundraising less scary for board members

06:16 How to engage a disengaged board

08:08 Board accountability and partnership with leadership

11:43 Managing up as an executive director

13:25 Building strong board governance

17:01 Fundraising trends: recurring & planned giving

19:17 Tactical takeaway: creative donor appreciation

20:41 Storytelling, leadership, and actionable fundraising

Why Storytelling Is the Most Powerful Fundraising Tool10 févr. 202600:20:49

Fundraising isn’t about perfection, it’s about connection.

In this episode of The Focused Fundraiser, host Rob Burke sits down with Amanda Clark-Wahl, founder of Cocktails and Caregivers, to talk about storytelling, donor relationships, and the fundraising habits that actually move the needle.

Amanda shares her personal journey into nonprofit leadership, why caregivers are often invisible, and how simple, authentic storytelling can outperform polished campaigns. They also dig into donor stewardship, thanking supporters, fundraising events, hiring your first employee, and why unpolished videos are often the most effective tool fundraisers have.

If you’re a nonprofit leader, fundraiser, or executive director looking to raise more while staying mission-focused, this episode is packed with practical, real-world insights.

👇 Topics covered:

• Storytelling vs statistics in fundraising

• Donor retention and stewardship

• Thank-you strategies that actually work

• Video fundraising without big budgets

• Hiring your first nonprofit employee

• Gala fundraising realities

• Staying focused on mission while growing

Chapters / Timestamps

00:00 – Welcome to The Focused Fundraiser

00:27 – Amanda’s caregiver journey and nonprofit origin story

02:35 – Balancing full-time work and nonprofit leadership

03:46 – Why storytelling drives donor behavior

05:49 – Where nonprofits get storytelling wrong

07:10 – Emotional transparency in fundraising

08:35 – What nonprofit messaging should stay the same (and what should change)

11:08 – Non-negotiable fundraising activities

12:42 – Unpolished video thank-yous that work

14:53 – Hiring your first nonprofit employee

16:48 – Fundraising habits leaders must learn

18:45 – Tactical takeaway for fundraisers

19:26 – The power of saying thank you

Fundraising vs Development: What Nonprofits Get Wrong03 févr. 202600:23:53

Fundraising doesn’t have to feel reactionary or chaotic.

In this episode of The Focused Fundraiser, host Rob Burke sits down with nonprofit leader Erin Davison to unpack one of the biggest challenges fundraisers face today: balancing short-term fundraising pressure with long-term donor stewardship.

Erin shares real-world insights from leading nonprofits through economic disruption, crisis, and growth, and explains why stewardship isn’t seasonal, fundraising calendars can be misleading, and nonprofits must stop thinking like charities and start operating like confident businesses.

This conversation is a must-listen for nonprofit leaders, development professionals, and executive directors who want to simplify fundraising, strengthen donor relationships, and build sustainable growth.

What you’ll learn:

• Why reactionary fundraising hurts long-term success

• How stewardship should operate year-round

• The difference between fundraising and development

• How to educate boards and CEOs on donor development

• Why transparency and storytelling build stronger donor trust

• How to plan fundraising without living in crisis mode

Chapters

00:00 – Welcome to The Focused Fundraiser

00:44 – Erin Davison’s nonprofit journey

02:43 – The fundraising habit to leave behind

05:58 – Why stewardship must be year-round

06:57 – What fundraisers should prioritize earlier

10:27 – Leading through crisis and disruption

12:22 – Why nonprofits must think like businesses

13:39 – Short-term pressure vs long-term relationships

15:34 – Fundraising vs development explained

18:10 – Transparency with donors and investors

19:31 – Honest storytelling and real impact

22:33 – One action every fundraiser should take today

From Major Gifts to Legacy Giving: Real Fundraising Strategies27 janv. 202600:15:00

What does it really take to build sustainable donor relationships and confidently talk about planned giving?

In this episode of The Focused Fundraiser, host Rob Burke sits down with Rachel Gitner, Director of Advancement at Serendipity Center, to unpack what works in fundraising across large institutions and small nonprofits.

Rachel shares practical lessons from her journey—from classical singer to leading development efforts in healthcare, education, and mental health nonprofits. Together, they dive into donor trust, relationship-building, planned giving conversations, and how fundraisers can use systems (and AI) to stay focused and effective.

Whether you’re new to fundraising or leading development strategy, this episode is packed with real-world advice you can use today.

🎧 Topics include:

  • How donor relationships actually grow over time
  • Making planned giving feel natural (not scary)
  • Large vs. small nonprofit fundraising strategies
  • Using donor databases and AI effectively
  • The single most important thing fundraisers should do today

CHAPTERS

00:22 – Rachel’s path into nonprofit fundraising

02:18 – What skills translate across nonprofit sectors

03:22 – Fundraising at large vs. small organizations

05:44 – Wearing many hats vs. specialization

05:59 – Turning local relationships into long-term donors

08:53 – Tracking donor conversations and follow-ups

10:24 – Using AI and donor databases effectively

11:19 – How to talk about planned giving with confidence

14:12 – One thing every fundraiser should do today

Ethical Storytelling & Donor Trust with Joshway Founder David Robertson20 janv. 202600:21:31

How do you build donor trust, steward supporters well, and grow a nonprofit with clarity and purpose?

In this episode of The Focused Fundraiser, David Robertson, founder of Joshway, talks about building a mission-driven nonprofit rooted in personal story, strong business fundamentals, and ethical storytelling.

David shares how his background in fintech shaped Joshway’s donor journey, why nonprofits must think like businesses (without losing heart), and how to steward donors in a way that builds long-term trust — not transactional giving.

This conversation is packed with practical fundraising advice, especially for small teams and one-person development shops.

🎧 Topics include:

• Turning personal pain into purpose

• Applying for-profit strategy to nonprofit fundraising

• Donor stewardship that actually builds trust

• Ethical storytelling without exploiting beneficiaries

• Using data and KPIs without losing the human story

• Messaging clarity for growing nonprofits

• A powerful reflection every fundraiser should do today

If you’re a fundraiser, nonprofit founder, or development leader looking to sharpen your strategy and reconnect with your “why,” this episode is for you.

Chapters

00:00 Welcome to The Focused Fundraiser

00:51 The story behind Joshway

02:05 Starting a nonprofit rooted in personal loss

03:49 What fundraisers can learn from for-profit business

07:33 Why data and metrics matter in nonprofit growth

08:00 Choosing the right CRM for donor stewardship

11:55 Measuring impact through real stories

12:23 Ethical storytelling without using people as props

14:01 Building donor trust through stewardship

16:47 Inviting donors into the mission

17:11 Messaging clarity for small nonprofit teams

19:38 Tactical takeaway for fundraisers

20:02 Remembering your “why”

21:12 Final thoughts & DonorDock mention

Donor Retention, KPIs & What Actually Works in Fundraising13 janv. 202600:21:02

What should fundraisers focus on at the beginning of a new year? And what should they stop doing altogether?

In this episode of The Focused Fundraiser, Rob Burke and Chris Stibbs, Director of Development at Growing Futures, talk about what actually moves the needle in modern nonprofit fundraising. From donor retention and stewardship to avoiding burnout, segmentation, KPIs, and realistic goal-setting, this conversation is packed with practical insights for fundraisers at every level.

Key Topics Covered:

• Healthy fundraising habits for the new year

• Donor stewardship vs. transactional fundraising

• Donor journeys and segmentation strategies

• KPIs that actually matter

• Grant strategy and approval tracking

• Mid-level donor growth

• Avoiding burnout on fundraising teams

• One simple action every fundraiser should take today

Chapters

00:00 – Welcome to The Focused Fundraiser

00:47 – Chris Stibbs’ fundraising journey

02:47 – What a healthy start to the year looks like

04:27 – Moving from transactions to stewardship

06:07 – Fundraising trends that aren’t working anymore

07:15 – Donor journeys & segmentation

09:03 – Why every donor matters

10:29 – The overlooked power of mid-level donors

11:21 – Setting realistic fundraising goals

13:27 – KPIs fundraisers should actually track

15:53 – Grant strategy & approval rates

17:27 – Hard conversations fundraisers avoid

19:51 – Tactical takeaway: one thing to do today

How Better Marketing Leads to Better Fundraising05 janv. 202600:19:29

What if better marketing was the key to greater impact?

Daniel Francavilla, founder of Good Growth Company, to unpack how brand clarity, messaging, and focus directly influence fundraising success.

Daniel shares why “marketing” isn’t a dirty word in the nonprofit world, how brand builds trust with donors, and why doing fewer things better leads to stronger donor relationships. From choosing the right marketing channels to using storytelling and proof effectively, this conversation is packed with practical insights fundraisers can apply immediately.

If you’re a fundraiser, nonprofit leader, or executive director trying to cut through the noise and raise more by focusing on what truly matters—this episode is for you.

Key Topics Covered:
  • Why brand is a fundraising amplifier
  • Common nonprofit misconceptions about marketing
  • How clarity and consistency build donor trust
  • Choosing the right marketing channels (email, social, ads)
  • Paid ads for nonprofits: what actually works
  • How to audit your nonprofit’s messaging today

Chapters / Timestamps

00:00 – Welcome to The Focused Fundraiser

00:54 – Daniel’s journey into nonprofit marketing

02:24 – Why marketing skills are missing in social impact

03:25 – Misconceptions nonprofits have about marketing

04:51 – Why brand matters more than you think

05:07 – How clarity builds donor trust

06:56 – Defining nonprofit brand positioning

07:14 – The 5 elements of strong nonprofit branding

09:41 – Choosing the right marketing channels

11:55 – Email, SMS, and owning your audience

12:41 – Paid ads for nonprofits: realistic expectations

15:33 – Making the case for marketing internally

17:45 – One tactical takeaway every fundraiser can do today

18:57 – Final thoughts on focus and impact

Doing Less to Raise More: The Fundraising Focus Most Nonprofits Miss30 déc. 202500:21:19

What does it really take to build strong donor relationships that last?

In this episode of The Focused Fundraiser, Rob Burke and Serena Steele, Development Director at the Center for Working Families, talk about relationship-based fundraising, donor stewardship, and why doing less—but better—leads to greater impact.

Serena shares her unconventional path into nonprofit fundraising, practical systems she uses to steward donors long-term, and how setting healthy boundaries makes you a better fundraiser—not a weaker one. This conversation is packed with grounded wisdom for fundraisers navigating year-end pressure, burnout, and the constant tension between short-term revenue goals and long-term donor retention.

If you’re a nonprofit professional looking to focus on what truly matters in fundraising, this episode is for you.

🎯 What You’ll Learn:
  • How to steward donors without fancy systems or automation
  • Why Google Alerts are an underrated fundraising tool
  • How relationship-based fundraising drives retention and sustainability
  • Setting boundaries to avoid burnout in nonprofit work
  • Balancing year-end fundraising with long-term donor trust
  • Why “doing more” can actually hurt your fundraising results

Chapters

00:00 Welcome to The Focused Fundraiser

00:28 Serena’s Path Into Nonprofit Fundraising

02:32 Turning Volunteering Into a Career

04:48 Stewarding Long-Term Donor Relationships

05:16 Practical Donor Stewardship Systems

07:55 Using Google Alerts for Donor Engagement

08:46 Staying Focused During Uncertain Times

11:32 Short-Term Revenue vs Long-Term Relationships

15:28 Doing Less to Raise More

16:11 Setting Boundaries as a Fundraiser

18:12 Recognizing Seasons of Work and Rest

18:54 Tactical Takeaway for Fundraisers

The Secret to Appeals That Consistently Overperform23 déc. 202500:24:19

What does it really take to build sustainable fundraising without burning yourself (or your team) out?

In this episode of The Focused Fundraiser, host Rob Burke sits down with Maddie Szymanski, Director of Development & Marketing at CP and founder of Lucky Seven Dog Rescue. Maddie shares hard-earned lessons from more than a decade in nonprofit leadership—from building donor relationships and running successful appeals to avoiding burnout and creating systems that last beyond any one fundraiser.

If you’re a nonprofit fundraiser, development director, or executive leader juggling too many priorities, this episode will help you refocus on what actually moves the needle.

13 Years in One Fundraising Role: How Pam Still Loves Her Job16 déc. 202500:17:55

This episode of The Focused Fundraiser dives into how small-shop fundraisers can beat burnout, build better donor relationships, and focus on what matters most. 

Rob Burke sits down with Pam Thompson, Development Director at Cystic Fibrosis of North Dakota, to unpack what 13 years in the same fundraising role has taught her about avoiding burnout, setting boundaries, and juggling “all the hats” in a tiny development shop.

Pam shares how she turns a Turkey Trot into a year-end fundraising engine, uses donor segmentation and journeys in DonorDock, and treats every supporter according to their unique “donor love language.” You’ll hear practical ways to use your nonprofit CRM for better notes, stronger donor retention, and moving people from a $25 gift to long-term, major-donor relationships.

If you’ve ever felt overwhelmed, behind on thank-yous, or afraid to pick up the phone, this conversation will help you simplify, refocus, and build a healthier, more sustainable fundraising practice.

What you’ll learn:

  • How to recognize and fight fundraiser burnout
  • Why boundaries and a shorter work week can actually improve results
  • Turning event participants (like Turkey Trot runners) into year-round donors
  • Using tags, journeys, and notes in DonorDock (or any CRM) to personalize outreach
  • How to discover each donor’s “love language” and steward them accordingly
  • Simple ways to re-engage lapsed donors with authentic conversations
  • The #1 action you should take today: pick up the phone and call a donor

If you’re curious how DonorDock can help you focus on what matters most and build a strong donor base, visit DonorDock.com and keep up with future episodes of The Focused Fundraiser.

CHAPTERS

00:00 Welcome to The Focused Fundraiser & intro to Pam

00:27 Pam’s unlikely path into fundraising

01:28 Burnout is real: how Pam stayed 13 years in the same role

02:37 Wearing all the hats in a small development shop

03:24 Prioritizing the “loudest” tasks & Turkey Trot focus

05:10 Turning a Turkey Trot into a year-end fundraising engine

06:45 Tagging Turkey Trot participants & email journeys in DonorDock

07:31 Donor “love languages” & personalized stewardship

09:12 Using CRM notes to deepen donor relationships

11:10 Fighting fundraiser burnout with peers & perspective

12:50 From $25 gift to major donor: the long game

13:36 Overcoming overwhelm with simple next steps

15:39 The one thing every fundraiser should do today: pick up the phone

16:42 Closing thoughts & DonorDock invitation

Why Fundraisers Are Burning Out | How to Build a Sustainable Dev Team09 déc. 202500:26:22

How do you run year-end fundraising without burning out your team or putting donors in a “fishbowl”? 🎧

In this episode of The Focused Fundraiser, host Rob Burke sits down with Raegan Mach, Director of Development at Urban Bridge in Oklahoma City, to talk about relationship-based, community-centric fundraising, trauma-informed donor engagement, and how project management can totally transform your nonprofit fundraising strategy.

You’ll hear how Urban Bridge invites donors into a youth-focused space without centering donors, how Raegan builds an annual and quarterly development plan, and how her team launched a “10 for 10” monthly giving campaign for Urban Bridge’s 10-year anniversary. They also dive into using your nonprofit CRM and integrations (like DonorDock) to track campaigns, tag donors, and avoid siloed spreadsheets.

Raegan also shares why fundraiser burnout and high turnover are one of the biggest threats to long-term sustainability—and what leaders can do to better invest in their development teams with benefits, professional development, and healthy culture.

If you care about major gifts, year-end fundraising, donor stewardship, and retaining both donors and fundraisers, this conversation is for you.

👉 Learn more about DonorDock and how it can help you simplify donor management and fundraising: [add your link here]

CHAPTERS

00:00 – Welcome to The Focused Fundraiser

00:30 – Raegan’s path into nonprofit development

01:58 – Fundraising as relationship-building

03:33 – Trauma-informed donor engagement at Urban Bridge

06:30 – From donor-centric to community-centric fundraising

08:58 – Development planning, calendars & project management

11:46 – CRMs, integrations & tracking campaign data

14:42 – Designing a strategic year-end giving campaign

19:45 – Turning year-end giving into year-round relationships

21:45 – Micro-reporting, touchpoints & donor storytelling

23:03 – Fighting fundraiser burnout & investing in your team

25:38 – Wrap-up & DonorDock invitation

"How Dare You Assume They Don’t Want to Give?"02 déc. 202500:19:55

What if your most personal pain became the fuel for a powerful fundraising mission? 💛

In this episode of The Focused Fundraiser, host Rob Burke talks with Ashley Hamm, co-founder and Executive Director of Dear NICU Mama. Ashley shares how her son’s 3-month NICU stay led her to launch a nonprofit that provides peer support for NICU moms—and how she’s learned to focus her fundraising, not just “do more.”

You’ll hear:

– Ashley’s NICU story and why Dear NICU Mama exists

– The surprising challenge of fundraising for a deeply personal mission

– How a small nonprofit measures impact when the work is emotional and relational

– Why revitalizing their nonprofit board in 2024 was a game changer

– Practical ways small-shop executive directors can stay focused and avoid burnout

– The fundraising quote that changed everything: “How dare you assume they don’t want to give?” (via Patrick Kirby)

– How tools like DonorDock help build a strong donor base through better stewardship

If you’re a nonprofit leader, fundraiser, or executive director wearing “all the hats,” this conversation will encourage you to focus on what matters most: your mission, your people, and your donors.

CHAPTERS

00:00 Intro – Welcome to The Focused Fundraiser

00:28 Ashley’s NICU story & founding Dear NICU Mama

03:05 Fundraising when the mission is personal

06:03 Measuring impact for peer support nonprofits

09:25 How Ashley stays focused as an executive director

13:06 The one thing she’d invest in sooner: the board

14:57 Building a supportive, high-impact nonprofit board

17:50 “How dare you assume they don’t want to give?”

19:39 DonorDock and episode wrap-up

Want to learn how DonorDock can help you find clarity and build a strong donor base through smart stewardship?

Visit: DonorDock.com

Fundraising Is an AND Game: Smarter Events, Bigger Impact with Trevor Nelson25 nov. 202500:22:19

Rob and Trevor unpack the real truth behind successful fundraising events, why “fundraising is an AND game, not an OR game,” and how organizations can reduce burnout, retain donors, and design smarter, more intentional events that raise more money.

Trevor and his team at HGA have supported thousands of fundraising events and helped raise millions, giving him a deep, data-backed perspective on what actually works. From redefining what an event is, to avoiding the most common preventable mistakes, to creating donor experiences that actually build long-term loyalty—this conversation is full of actionable insight.

CHAPTERS

00:00 – Welcome to The Focused Fundraiser

00:39 – Introducing Trevor Nelson of HGA Fundraising

01:47 – Trevor’s background & how he fell into fundraising

03:13 – The most common preventable event mistake

04:47 – Micro vs. macro events: why smaller can be more impactful

05:22 – Fundraising as an AND game, not an OR game

06:38 – Avoiding fundraiser burnout & protecting your energy

09:23 – How events impact donor retention

11:28 – Messaging & stewardship after the event

11:57 – What’s working in events heading into 2026

13:30 – Stop nickel-and-diming: be bold in the ask

15:57 – Misconceptions nonprofit leaders have about events

18:17 – Redefining “events” & operating on a budget

20:11 – Trevor’s #1 tactical takeaway for fundraisers

21:31 – Closing & where to connect with Trevor

Nonprofit Automation That Still Feels Personal (with Rachel Bearbower)18 nov. 202500:25:10

In this episode of the Focused Fundraiser podcast, host Rob interviews Rachel Bearbower, founder of the Nonprofit Automation Agency and former executive director, about how nonprofits can use automation to improve their fundraising effectiveness. Rachel shares her journey from accidentally starting in the nonprofit sector to becoming an automation expert. The conversation covers key topics including how automation can make fundraising more consistent and personal rather than cold or impersonal, the importance of starting with a CRM as your source of truth when building a tech stack, and specific automation examples like draft thank you emails that speed up donor response time. Rachel addresses common misconceptions about automation being impersonal and provides practical advice for dealing with fragmented technology systems. The discussion also touches on how proper systems and documentation can help mitigate knowledge loss from high fundraiser turnover. Rachel's key takeaway emphasizes building systematic donor stewardship processes before implementing automation tools.

Beating Imposter Syndrome and Raising Millions: A Fundraiser’s Guide11 nov. 202500:22:56

This interview features Elizabeth Scott, Director of Development at Galleo Latino Community Development Fund, sharing her journey from ordering copy paper at the League of Women Voters to managing a multimillion-dollar fundraising budget. Elizabeth Scott discusses practical fundraising strategies including grant writing techniques, the importance of accurate data and approachable language, and building relationships with funders. She emphasizes planning ahead by using slow periods to prepare grants, limiting daily tasks to 3-5 items for better focus, and reusing successful grant language. The conversation covers current challenges in fundraising due to political uncertainty affecting foundation and corporate giving, especially for DEI-focused organizations. Scott also addresses nonprofit burnout, advocating for open conversations about mental health and the importance of taking breaks. She concludes with tactical advice for fundraisers to subscribe to newsletters from potential funders to stay informed about their current funding priorities.

Identify • Engage • Ask • Steward: Fundraising That Works (Amy Pokela)04 nov. 202500:20:22

In this episode, Amy Pocola, a seasoned nonprofit strategist, shares her journey into fundraising, emphasizing the importance of focusing on what truly matters. She discusses the common challenges faced by fundraisers, regardless of the size of their organizations, and highlights the significance of building strong donor relationships. Amy encourages fundraisers to prepare for key giving periods while maintaining a long-term vision and strategic planning. She also stresses the importance of self-care, urging fundraisers to prioritize their well-being amidst the stresses of their work. The session concludes with an invitation to explore additional resources for support.

Run Your Nonprofit Like a Business (Without Losing the Mission)28 oct. 202500:15:22

In this episode of The Focused Fundraiser, host Rob Burke sits down with Kristen Mitchell, co-founder & executive director of Youth Futures, to unpack practical nonprofit fundraising strategies: leading as an accidental fundraiser, why authenticity beats charisma, lessons from capital campaigns, building business-grade systems, and how to prioritize donor outreach with time blocking, your CRM, and LinkedIn/Sales Navigator. Kristen also shares a refreshing take on “burnout,” staff wellness programs, and staying connected to client stories to fuel resilience.

You’ll learn: • Why founders/EDs must embrace being the face of the organization • How to seed momentum for new sites with pre-opening capital • The daily habit that keeps fundraising from getting sidelined • Tactical tools: Calendar + CRM + LinkedIn (and Sales Navigator) • How to build a development department and run your nonprofit like a business • Mindset shifts to avoid burnout and keep donor relationships warm

20,000 Calls, $16M Raised: Kel Haney’s Phone Strategy for Nonprofits21 oct. 202500:26:58

Focusing on building strong donor relationships is key to successful nonprofit fundraising. To improve your nonprofit organization, implement effective fundraising strategies and follow essential fundraising tips. Strong nonprofit strategies lead to better donor relationships and overall success.

In this episode of The Focused Fundraiser, host Rob Burke sits down with fundraising consultant Kel Haney—who’s made 20,000+ fundraising calls and helped raise $16M—to unpack a realistic, phone-first strategy for mid-level donors, Giving Tuesday, and year-end fundraising. We dig into segmentation, CRM hygiene, burnout prevention, voicemail tactics, and Kel’s 5-minute ask framework (no scripts, just a simple tent-pole structure). If you’re a nonprofit leader or fundraiser looking to boost donor retention and drive major results from mid-level gifts, this is your playbook.

What you’ll learn: • How to define and prioritize mid-level donors ($1k–$10k) with their own strategy • The 5-minute phone call structure: opening, main event, specific ask, wrap-up • Why matches are magic (1:1 for year-end, 2:1 for Giving Tuesday) • Segmenting by behavior and channel preference using your CRM • The voicemail + follow-up email tactic that landed an $18k gift • Burnout-smart planning and realistic goals for November–December

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