Explore every episode of the podcast The Nonprofit Show
| Title | Pub. Date | Duration | |
|---|---|---|---|
| For Nonprofits: When Critics Shout—What to Say—A Field Manual for Communications | 05 Nov 2025 | 00:31:55 | |
Nonprofits are being yanked into culture wars they never asked for. In this Nonprofit Power Week conversation, Jill Crumbacher, Senior VP of Marketing and Development at the Dave Thomas Foundation for Adoption, lays out how to keep your message steady when the public square gets noisy. This episode is a field manual for keeping your purpose intact—and your voice effective—when the temperature rises! Jill’s team spans both marketing and fundraising—by design. As she puts it, the Foundation treats the whole enterprise “as one big communication strategy,” where audience segmentation, message discipline, and timing live in the same room. Are foster care and adoption political? Jill’s answer: yes—and no. The Foundation operates at the back end of the process, after courts determine a child cannot safely return home. That’s where “finding forever families” becomes the mission—while the front end (why a child enters care) is where debates about poverty, racism, and systems flare. That nuance matters, and Jill’s team crafts language for each audience: “adoption” for the public; “permanency” for child-welfare professionals who also consider guardianship and reunification. Jill’s playbook mixes discipline with restraint. She says it plainly: “Just because a reporter calls you doesn’t mean you have to reply.” Years before headlines heat up, her team works with crisis-comms experts to pre-write long and short answers for likely “arrows”—from Dobbs to immigration—paired with a decision tree about whether to engage at all. The goal is to protect mission focus when others try to conscript your voice for their fight. Inside the house, rigor rules. The comms calendar is “beautifully organized chaos,” mapping channels, suppressions, and variants for donors (new, returning, Wendy’s-affiliated, etc.), followers, and child-welfare audiences. Message control isn’t censorship; it’s service to clarity. The team maintains a “say this, not that” lexicon and sends materials to outside reviewers to catch phrasing that could be misunderstood in other contexts. There are also non-negotiables. “We will celebrate all children and we’ll advocate for all children in the system, regardless of how they identify,” Jill says. The Foundation’s images and words stay consistent year-round—they don’t “poke,” they persist. And when criticism pops up, they’ve seen the community often step in first, defending the work organically on social media. If you steward a mission in a volatile moment, borrow these moves: define your lane, choose words precisely, prepare answers in peacetime, monitor hot-button issues for possible linkages, and decide in advance what you will never trade away. #TheNonprofitShow #FosterCare #CrisisCommunications Find us Live daily on YouTube! | |||
| Nonprofit Board Energy That Lasts: Committees that Work, Meetings that Fly | 04 Nov 2025 | 00:31:36 | |
In this key conversation, Dave Thomas Foundation for Adoption President & CEO Rita L. Soronen maps out a modern playbook for governing with purpose while sustaining momentum after years of change. She begins with the Dave Thomas legacy—not as a branding exercise, but as a lived journey that shaped a national public charity with a singular focus: permanency for children in foster care. “If you can do one good thing in life,” Rita reflects, “the fact that he created two iconic brands—the Wendy’s Company and the Dave Thomas Foundation for Adoption—is just remarkable.” That origin story still informs board design, revenue strategy, and leadership cadence today. The throughline for governing is respect for leaders’ time and a culture where advice is welcomed, staff are empowered to execute, and collaboration fuels outcomes for children and families. Rita details a deliberately blended board: seats for Wendy’s C-suite leaders (tone from the top), franchisees who steward restaurant-level campaigns, Thomas family members, and public members—researchers, policy experts, legal leaders, and child welfare practitioners—who bring depth to complex decisions. The result is governance that can guide a mission working at local, state, and federal levels without being mistaken for a corporate foundation. “We want donors to see a public charity doing serious work,” she notes, “and not assume we’re fully funded by Frosty sales.” Her approach to engagement is disciplined and human. Board meetings are two in-person and two virtual per year, each paired (for the in-person sessions) with intentional social time to build trust. Meetings themselves are crisp—two and a half hours—because the real work happens in committees that meet quarterly, report out, and keep decisions moving. Between meetings, Rita runs a high-touch communication rhythm: January one-on-ones with every director, timely updates to the executive committee, and monthly check-ins to prevent surprises. On fundraising, she favors shared responsibility over quotas: franchisee-driven campaigns; a gala at Wendy’s convention; personal giving from all members; and thoughtful introductions to new corporate and individual partners. Equally important is recognizing non-monetary value—when a board member’s policy expertise or research acumen is as catalytic as a major gift. Finally, Rita describes their operational maturity: a formal platform (Nasdaq Boardvantage) for materials; a consent agenda; predictable deadlines; and smart seasonality—virtual meetings in December and June to avoid travel disruptions. #TheNonprofitShow #BoardGovernance #Adoption Find us Live daily on YouTube! | |||
| Joint Fundraising That Actually Works: For Collab Events and Small Teams | 17 Oct 2025 | 00:30:32 | |
Joint fundraising: bold idea, complicated feelings. On this Fundraisers Friday, Julia C. Patrick and Tony Beall swap real-world stories and field notes on how small and midsize nonprofits can team up without tripping over turf, lists, or logistics. Julia sets the table with a grin—“They’re super tricky, they’re very interesting, and I think there’s a lot of fear around it”—then Tony gets granular on where collaboration actually shines: events. Think shared strengths: one NPO’s marketing mojo plus another’s room-flow wizardry equals a stronger guest experience and better net for all. The throughline is alignment. Serve the same community—youth, seniors, cancer journeys, pets—so the purpose reads as one chorus, not competing solos. Contracts keep friendships friendly. Spell everything out in an MOU (Memorandum of Understanding) or partnership agreement: shared costs, who fronts deposits, marketing responsibilities, volunteer management, night-of logistics, and—vital—who’s the fiscal agent. As Tony puts it, “It’s just a reminder that we are running a business.” Marketing lists stay private; attendee lists can be shared with explicit consent at registration. Afterward, leverage an event page for social recaps while each org pushes post-event notes to its own supporters. Courage shows up at the recap table. Schedule a quick postmortem to capture wins, gaps, and “never again” insights while memories are fresh. Sometimes the bravest answer is one-and-done: celebrate the success and move on. Julia’s take on reality checks lands with a smile and a nod to capacity: big hearts are fantastic, but bandwidth pays the bills!! #TheNonprofitShow #NonprofitFundraising #Collaboration
Find us Live daily on YouTube! | |||
| Hope Over Fear: DEIB Leadership in a Testy Climate | 01 May 2025 | 00:31:30 | |
In a conversation as timely as it is timeless, we welcome Gordon Sims, Director of Development at the Diversity Center of Northeast Ohio, to explore how nonprofits can sustain their commitment to DEIB (Diversity, Equity, Inclusion, and Belonging) amid increasing societal and political scrutiny. Joined by cohosts Wendy F. Adams and Julia Patrick, this dialogue doesn’t flinch from the complex realities of today’s climate—but it also doesn’t surrender to them. Gordon traces the DEIB movement's lineage back nearly a century, when Catholics and Jews united to counter hate, showing that “this movement and this work is far bigger than this political cycle.” His words remind us that while terminology and tactics may shift, the core intention remains: equal access, safety, and dignity for all. "The intent really was never to create preferential treatment for anyone,” he says, “but to just give equal treatment and opportunities." This conversation acknowledges how the DEIB landscape has been reshaped by fear, legislation, and misinformation. Yet it offers clarity and resolve. Gordon uses a poignant metaphor comparing DEIB to theme park "fast passes," where historically marginalized communities have been left to wait in line while others bypassed them. DEIB, he emphasizes, is about giving everyone the opportunity to get on the ride—no more, no less. Equally compelling is the discussion around strategy. Gordon highlights the importance of language, framing, and tone when approaching these issues, especially in environments where such topics are misunderstood or even banned. “Sometimes we have to choose between being right and being strategic,” he shares, quoting trainer Erica Merritt. The challenge lies in advancing the work without triggering defensiveness or political backlash. Ultimately, this episode is about courage, compassion, and connection. It's about listening deeply, creating safe spaces, and convening in strength. Whether it’s through roundtables with LGBTQ centers, school districts, or town hall-style block parties, Gordon and his team are modeling how collaboration itself becomes a form of resilience. For those unsure how to proceed or afraid to speak, this episode provides a framework not just for advocacy, but for hope. 00:00:00 Welcome and introductions 00:03:11 History of the Diversity Center and DEIB origins 00:05:35 The movement cycle and current contraction 00:07:35 DEIB as equal access—not preferential treatment 00:09:53 What DEIB looks like in real life today 00:12:11 Convening as a form of resilience 00:14:43 Creating safe spaces and actionable strategies 00:17:03 Legislative engagement and civic action 00:19:03 Navigating DEIB within family and social dynamics 00:22:30 Strategic language and meeting people where they are 00:26:01 Being strategic vs. being right 00:28:37 Data-driven proof of DEIB’s value #InclusiveLeadership #NonprofitStrategy #CivicEngagement Find us Live daily on YouTube! | |||
| Inside a Disability-Inclusive Summer Camp: Lessons in Leadership | 30 Apr 2025 | 00:31:26 | |
Dawn Trapp, CEO of the Civitan Foundation AZ, delivers an inspiring and detailed look into how her organization successfully runs a summer camp for individuals with disabilities. With operations dating back to 1968, Civitan has evolved from a modest two-week camp into a year-round service hub providing inclusive programming, employment training, arts initiatives, and a deeply supportive community. Dawn shares the journey of navigating decades of change—from shifting public perceptions to compliance with modern licensing, insurance, and risk management needs. The organization made a pivotal decision during COVID to remain open, extending their camp season when many others shut down. “We stayed open… and it was probably one of the best decisions that we made for everybody,” she says, reflecting on how camp served as a safe haven for campers and staff during uncertain times. Camp Civitan serves a broad age range—from 5 to 83—and a spectrum of disabilities, tailoring programming to meet diverse needs. Dawn emphasizes the importance of respite not just for the campers, but for their families. Many use state-provided respite funding to cover attendance, enabling caregivers to rest, while campers experience joy, independence, and connection. Staffing is one of Civitan’s most pressing challenges, especially given its rural location. Dawn shares how they addressed this by bringing in international staff and launching the "Grow Our Own" program, cultivating future leaders from within their own volunteer base—some of whom started at age six and are now on staff. Civitan also maintains ownership of its 15-acre camp, which provides long-term flexibility but comes with substantial cost and maintenance responsibilities. From risk mitigation to community partnerships, Dawn’s candid discussion reveals the complexity of operating a mission-aligned, community-centered facility. Her closing thoughts on legacy and leadership succession reflect a long-view commitment: ensuring Civitan continues to thrive for generations to come. 00:00:00 Welcome with Dawn Trapp #InclusiveCamps #DisabilityServices #NonprofitLeadership Find us Live daily on YouTube! | |||
| Creative Aging: The Movement Nonprofits Can't Ignore! | 29 Apr 2025 | 00:29:56 | |
Julie Kline and Sarah Jacobus from Lifetime Arts take a deep and inspiring dive into the transformative world of creative aging. As America's population shifts, nonprofits must adapt—and creative engagement is an exciting and necessary path forward. Together, they break open the outdated, medicalized view of aging and replace it with a vision where creativity, choice, and social connection are seen as core elements of a vibrant older life. They explore how creative programs provide empowerment, reduce isolation, and foster new identities for older adults—a dynamic shift nonprofits can't afford to ignore. Julie Kline, Director of Program Strategy at Lifetime Arts, passionately describes the organization’s mission: “Our goal is to weave creative aging into the fabric of our communities.” She shares her personal journey, rooted in childhood experiences of writing plays for her grandparents, that fueled her dedication to bridging generations through creativity. Sarah Jacobus, Creative Writing Trainer, reflects on her own pivot into this field, especially during COVID, sharing: “Being in a creative aging class is really establishing a new sense of identity—one that’s empowering and energizing.” The conversation also tackles the nuances of gender differences in participation, the need for thoughtful partnerships, the silent influence of ageism, and the exciting expansion of training opportunities for nonprofits of all kinds—even unexpected ones like botanical gardens. This episode will challenge you to ask: Are we ready to serve an aging population creatively, inclusively, and dynamically? 00:00:00 - Welcome and Introduction to Creative Aging 00:02:20 - What Lifetime Arts Does 00:04:00 - The "Medicalized" View of Aging 00:06:15 - Julie Klein’s Personal Journey Into Creative Aging 00:08:00 - Sarah Jacobus’ Story and COVID’s Impact 00:11:00 - Why Creativity Matters for Health and Aging 00:13:00 - Empowerment Through Creative Expression 00:14:45 - Gender Differences in Creative Aging Participation 00:18:20 - Why Nonprofits Should Care About Aging 00:20:45 - Building Effective Partnerships 00:22:00 - New Open Enrollment Training Opportunities 00:26:00 - Fighting Ageism Through Creative Programming 00:29:00 - Closing Thoughts and Call to Action
#CreativeAging #EmpowerThroughArt #NonprofitInnovation Find us Live daily on YouTube! | |||
| Real Talk for Fundraisers: Goals, Gratitude, and Getting It Done | 25 Apr 2025 | 00:29:32 | |
It’s Fundraisers Friday, and Julia C. Patrick and Tony Beall are back with an episode full of big opinions, thoughtful advice, and even a little Kung Fu Panda wisdom. This time, they dive into real questions from viewers—and they don’t hold back, with an honest and supportive conversation about the ins and outs of development work, from transparency in fundraising goals to the fine line of donor privacy. One of the first questions tackled: Should fundraising goals be shared organization-wide, or kept within the C-suite? Tony makes the case for balance: “The way you communicate goals matters—empathy and intention are key.” Julia adds that fundraisers often get put under pressure when goal updates trickle down without context or support. They also unpack a tricky topic—sharing top donor info with board members. Julia suggests, “Having a policy is key. Without it, you risk someone casually announcing a donor’s gift in public.” Tony agrees but reminds us, “Unless the donor asked for anonymity, listing them for board review isn’t a breach of privacy.” Perks for development staff? This duo has thoughts. Forget just bagels—Tony encourages nonprofits to ask staff what’s actually meaningful to them. From car washes donated by board-owned businesses to flexible scheduling, he reminds us, “Perks don’t have to cost much to show value.” Perhaps the most surprising take came on newsletters vs. annual reports. Tony challenged the typical approach, saying monthly newsletters can feel stale, while an annual report can be a dynamic, story-driven tool: “If I had to choose, I’d go with the annual report every time.” To close, Julia teases upcoming episodes (like managing fundraiser stress) and celebrates The Nonprofit Show nearing its 1300th episode. The vibe? Honest, empowering, and always real. —“There’s no such thing as bad news or good news. There’s just news.” —Tony Beall, quoting Kung Fu Panda, but owning the sentiment. Timestamps: 00:00:00 Welcome to Fundraisers Friday! #FundraisersFriday #NonprofitLeadership #DevelopmentStrategy Find us Live daily on YouTube! | |||
| Nonprofits—It's Time to Rethink Financial Success! | 24 Apr 2025 | 00:32:25 | |
Understanding what it really means for a nonprofit to be financially successful—and no, it’s not just about the size of your bank account. Beth Larsen, VP of Client Accounting and Advisory Services at JMT Consulting, explains. Financial success, Beth explains, is fundamentally about “whether or not you have the resources to fulfill your mission effectively.” It’s a mindset shift from passive accounting to active financial management, where success is defined by the ability to match your assets to your mission-driven activities. Beth digs into how nonprofits can and should assess their financial health by tracking three core metrics: monthly operating results, available unrestricted cash, and current ratio. She emphasizes that these metrics aren’t just nice-to-have—they’re essential to making real-time strategic decisions and maintaining stability in uncertain economic times. “Most nonprofits are dealing with demand that far exceeds available resources,” she shares. “That means decision-making must be rooted in data and aligned with mission, not just money.” The conversation moves from theory to practice, with Beth advocating for a solid financial foundation built on clean data, clear processes, and internal discipline. She outlines actionable best practices like having written financial procedures, separation of duties, automated systems, and integrated budget planning that includes development and operations. Host Julia Patrick and Beth also reflect on their past experiences during the 2008 recession—where both faced impossible decisions around shelter programs and fundraising gaps—and draw relevant lessons for today's leaders. Whether your nonprofit is flying blind with checkbook accounting or wrestling with boardroom fear around financial topics, Beth’s calm, strategic approach lights a clear path forward. Her message is both urgent and empowering: “You can’t afford not to do this work.” Timestamps: 00:00:00 – Welcome and Introduction to Beth Larsen 00:03:44 – What Financial Success Really Means for Nonprofits 00:05:19 – Navigating Resources vs. Demand in Tough Times 00:08:39 – Best Practices: Build a Financial Foundation 00:10:42 – Budget Strategy and Data Categorization 00:13:33 – How Strong Systems Reduce Fear and Confusion 00:17:10 – Balancing Mission with Financial Realities 00:20:38 – The Three Key Metrics You Must Track 00:24:26 – Moving From Checkbook Management to Smart Strategy 00:26:10 – Improving Communication Around Financials 00:28:52 – Finance as a Journey, Not a Checklist 00:30:12 – Innovate 2025 Conference Preview #NonprofitFinance #MissionDrivenData #StrategicStewardship
Find us Live daily on YouTube! | |||
| The 6 Innovation Rules Every Nonprofit Needs Now | 23 Apr 2025 | 00:30:33 | |
Leah Kral, social impact consultant and author of Innovation for Social Change, joins cohosts Julia Patrick and Sherry Quam Taylor for a spirited deep-dive into how nonprofits can rethink innovation—no Silicon Valley badge required! Leah sets the tone early, challenging the misconception that innovation is only about gadgets and tech. “Innovation is simply finding new and better ways of doing things,” she says, reframing it as a mindset accessible to nonprofits of every size. Whether it’s Habitat for Humanity’s volunteer model or a legal aid clinic swapping clipboards for iPads, she insists, “People are innovating all the time in the nonprofit sector—they just don’t always realize it.” Throughout the conversation, Leah shares why many nonprofits feel stuck: good intentions clouding decision-making, risk-averse leadership, and the pressure to produce “glossy” reports with no room for trial-and-error. She offers a refreshingly realistic take—yes, failure might happen, but so might wild success. “It’s far better to fail fast and fail small than never experiment at all,” she notes. Leah introduces her six principles of innovation: think like a detective, ask courageous questions, empower frontline workers, leave room for experimentation, pursue continuous learning, and master the art of persuasion. She backs each with vivid examples—from the night staff at Mayo Clinic improving patient care, to the global success of WorldReader’s mobile reading app born from failed Kindle pilots. Cohosts Julia and Sherry echo the importance of curiosity and culture, with Sherry noting, “A curious leader sets the tone for the whole team.” Leah agrees and highlights that personal innovation is just as vital as organizational change. What’s the biggest takeaway? Innovation isn’t a luxury—it’s essential. And it starts with making space for curiosity, iteration, and the courage to try. Leah wraps with a compelling call: “You don’t need a huge budget to innovate—just a little time and a willingness to ask better questions.” Whether you're a grassroots nonprofit or a national leader, this episode might just be the reboot your strategy needs. TImestamps: 00:00:00 – Introduction and guest welcome 00:01:35 – Leah Kral on writing *Innovation for Social Change* 00:04:00 – What innovation really means in nonprofits 00:05:52 – Big vs. small innovation examples 00:08:08 – What’s holding nonprofits back from innovation? 00:10:56 – Addressing the myth: innovation = risk 00:11:44 – Leah’s six principles of innovation 00:16:20 – Why personal innovation matters too 00:21:45 – Embracing small experiments and fast failure 00:23:48 – Building a culture that allows for trial and error 00:27:12 – How to spark creativity within teams 00:29:44 – Final thoughts and where to find Leah’s book #NonprofitInnovation Find us Live daily on YouTube! | |||
| Why HR is the Executive Director’s Superpower | 22 Apr 2025 | 00:31:13 | |
Executive Director Janelle Miller Moravek of Youth and Family Counseling takes us behind the curtain of what it really means to make HR the Executive Director’s greatest ally. This isn’t just an HR pep talk—it’s a dive into how transactional excellence, emotional intelligence, and succession planning can transform your organization’s culture, resilience, and impact. Topics: 00:00 Introduction and Welcome Janelle brings real-world insights from her 15-year journey leading a nonprofit mental health organization that grew from a $680,000 budget to $2.8 million and expanded to three locations. What’s her secret? A thoughtful, strategic approach to human resources. “We’ve always had to create an experience for our employees that attracts the talent we need,” she shares. In a sector where nonprofits can’t match private sector salaries, Janelle emphasizes designing career ladders and crafting meaningful employee experiences as key levers in recruitment and retention. She also doesn’t shy away from accountability: “We need to look back at ourselves. Our staffing changes often come about because of something we’ve done.” Her refreshing honesty sets the tone for a discussion that’s as practical as it is reflective. From the nitty-gritty of job descriptions to navigating a multigenerational workforce and preparing for the “silver tsunami” of retirements, Janelle urges leaders to embrace HR not just as a compliance mechanism, but as strategic scaffolding that supports every function in the organization. The episode explores how nonprofits—especially smaller ones—can structure succession planning without fear, cultivate middle management, and share leadership in ways that increase organizational capacity and decrease burnout. As she puts it, “HR is scaffolding. It’s how you manage the work and the people—it can’t just be the ED holding it up.” If you're a nonprofit leader navigating hiring woes, team development, or succession worries, watch this for a generous dose of real-world experience mixed with humor, clarity, and heart. Find us Live daily on YouTube! | |||
| Why Hackers Target Nonprofits—and How to Stop Them | 21 Apr 2025 | 00:32:14 | |
Why would cybercriminals target nonprofit organizations—entities dedicated to doing good? According to Alex Brown, Director of Cybersecurity Solutions at Richey May, the answer is both chilling and practical: "Hackers are heartless," he says. “They just want the information or funds or whatever they can get.” In this eye-opening episode, host Julia Patrick and Alex explore the intersection of digital vulnerability and mission-driven work. Nonprofits may not seem like lucrative targets, but they often possess exactly what bad actors seek: valuable donor data, low cybersecurity maturity, and outdated assumptions about their exposure to risk. Alex breaks down how modern cyberattacks no longer rely solely on high-dollar ransoms. Instead, sensitive donor data—especially involving high-net-worth individuals—can be easily sold on the dark web. What makes nonprofits especially attractive is not just the value of the data but the relative ease of access. “The corner store is a lot easier to take things from than your bank,” Alex notes, comparing nonprofit vulnerabilities to the path of least resistance. AI has accelerated this threat. With the rise of tools like ransomware-as-a-service, cybercriminals now use bots to scan for weaknesses and deliver targets without lifting a finger. While nonprofit teams may be using AI for grant writing, hackers are using it to scale attacks with terrifying efficiency. The conversation also confronts the false sense of security nonprofits place in cloud-based platforms. Many believe these tools handle all aspects of protection. In reality, the shared responsibility model places the onus on organizations to control user access, manage passwords, and train staff to identify suspicious activity. “It’s secure while it’s in the cloud—but who accesses that cloud is your responsibility,” says Alex. From scam trends that leverage urgency psychology to long-term breaches that go undetected for months, the threats are evolving. But so can the response. Alex introduces the concept of a cybersecurity roadmap—a phased approach that focuses on policy, technical controls, incident response, and employee education. Remote work, he warns, adds new dimensions to the threat landscape if employee devices and networks aren’t properly secured. This isn’t a “one-and-done” initiative—it’s a mindset. “You don’t do cybersecurity this year,” says Alex. “You do it forever.” #CyberSecurityForNonprofits #AIandDataProtection #DonorDataRisk Find us Live daily on YouTube! | |||
| When to Expand Your Nonprofit Fundraising Team | 18 Apr 2025 | 00:31:00 | |
One of the most pressing conversations in nonprofit leadership: when and how to expand your development team! With humor, candor, and real-world insights, our cohosts unpack the strategy behind scaling up—and why it’s not just an “expense” but an investment in your mission’s growth. “Now more than ever—we’ve heard that phrase for decades. We need to call things out for what they really are,” Tony Beall begins, challenging nonprofit leaders to rethink overused buzzwords and focus instead on strategic timing. Expansion isn’t just about growth—it’s about aligning strategy, operations, and finance to support your organization’s evolution. Julia Patrick adds: “So many nonprofits are going to have to change the way they look at their revenue models… and their labor structures.” She emphasizes that expanding your fundraising team is not just a trend—it’s a necessity in a shifting landscape of donor behavior and economic pressures. The duo explores reasons for team expansion, from burnout prevention and portfolio diversification to risk mitigation. Tony offers a caution: hiring someone simply for their donor list is shortsighted. “I’m not hiring you for your portfolio of potential. I’m hiring you for your ability to perform.” That clarity helps frame realistic expectations and long-term outcomes. They also discuss the evolving spectrum of fundraising talent—why someone good at one-on-one donor relationships might not excel at grant writing or digital campaigns. Tony and Julia encourage leaders to define the revenue streams they aim to grow, then match those streams with specialized skills, not generic fundraising experience. Another highlight: the value of hiring individuals with mission-aligned backgrounds, even if they come from outside the sector. Whether it’s a sales star from a car dealership or a community relations manager from city government, Tony suggests onboarding should flex to match their prior experience while still emphasizing program impact and community outcomes. The lively discussion closes with guidance on posting salary ranges, offering flexible benefits, and using fractional or contract talent to test-drive new roles. Transparency, customization, and equity are themes woven throughout their practical advice. This is a masterclass in nonprofit workforce development—and a terrific reminder that the future of fundraising depends not just on your raising dollars, but on raising the right team. #DevelopmentStrategy #FundraisersFriday #NonprofitLeadership Find us Live daily on YouTube! | |||
| LinkedIn for Nonprofits: Turn Your Story Into Funding | 17 Apr 2025 | 00:31:35 | |
Are you a nonprofit leader hiding in plain sight on LinkedIn? Emmy Award-winning journalist and founder of StoryLede, Bofta Yimam, delivers a powerhouse session on transforming your LinkedIn presence into a strategic tool for visibility, donor attraction, and lasting impact. In this energized, tactical conversation, Bofta lays out why storytelling and consistency—not just random posts—are the keys to creating real ROI on LinkedIn. Whether you're leading a small startup or managing a national organization, this episode will challenge your thinking and upgrade your online presence. | “Nonprofit leaders who own their story decide that the vision is more important than their ego.” | “People care about transformation. They want to know how you got here and why you care so much.” – Top LinkedIn Success Tips You’ll Learn:
Whether you're seeking more visibility, stronger donor relationships, or a better brand narrative, this episode is a LinkedIn masterclass built for the nonprofit world. Find us Live daily on YouTube! | |||
| Are Donors Wrong About Nonprofit's Overhead? The Myth Exposed! | 16 Oct 2025 | 00:30:04 | |
The phrase “overhead myth” still haunts the nonprofit world like a stubborn ghost. Host Julia C. Patrick sits down with Adam Holzberg, Partner and CPA at SAX Advisory Group, to teach viewers why judging nonprofits by their administrative expenses misses the point—and how education, transparency, and storytelling can replace outdated thinking with real understanding. Adam defines the myth plainly: “It’s the idea that a nonprofit is less effective when it has higher overhead.” That assumption, he stresses, is simply untrue. The salaries, training, technology, IT support, and finance work that make up overhead are the very systems that keep programs running effectively. Yet donors and watchdogs still cling to the notion that only direct program spending matters. “In reality,” Adam says, “those programs can’t even function without this infrastructure behind the scenes.” He traces the myth’s roots to the early days of charity watchdogs comparing organizations through the functional expense schedule on Form 990 filings. Those comparisons turned rough accounting estimates into moral judgments, and the damage stuck. Many nonprofits still feel pressure to brag about low overhead ratios—even when it hurts them. Adam teaches that context matters. A government-funded nonprofit may appear more efficient because it spends little on fundraising, while a community charity that relies on individual donations will show a larger overhead percentage. There’s no universal benchmark—though watchdogs like Charity Navigator often cite 70 percent program spending as a target. But he cautions against treating that as a rule: every mission, funding model, and cost structure differs. When asked how to fix the problem, Adam emphasizes education. Nonprofits must explain why investing in staff well-being, technology, and cybersecurity protects impact. His analogy brings it home: “If you build an offense with Patrick Mahomes and top receivers but neglect your offensive line, your team won’t move the ball. Nonprofits are the same—without infrastructure, even the best programs fail.” Julia and Adam agree that shifting focus from expense ratios to impact data is the next frontier. Impact storytelling shows outcomes numbers can’t: lives changed, communities strengthened, futures rebuilt. Leaders, boards, and funders must learn to read those stories alongside the spreadsheets. The conversation closes with hope—and a reminder that every conversation helps rewrite the narrative. By teaching donors, boards, and staff that strong infrastructure equals stronger mission delivery, nonprofits can finally end the burden of the overhead myth. #TheNonprofitShow #NonprofitFinance #OverheadMyth
Find us Live daily on YouTube! | |||
| From Poverty to Possibility: How STEP Transforms First-Gen Students | 16 Apr 2025 | 00:30:57 | |
Dr. Tracy Baynes—Founder and CEO of the Student Expedition Program (STEP)—shares how a wilderness leadership initiative evolved into a powerful, multi-year college access program transforming lives. STEP focuses on first-generation, low-income students in large public high schools, many of whom might otherwise never be encouraged to pursue higher education. Through a personalized approach—monthly workshops, advising, and family engagement—STEP prepares students academically, emotionally, and practically to not just attend college, but to thrive in it. Dr. Baynes explains how her early career working aboard ships and in outdoor education sparked an uncomfortable realization: “I was only working with wealthy students. And I thought, where is everybody else?” This question became the genesis of STEP. Over time, the program matured from summer expeditions to a fully integrated college prep curriculum starting in students' sophomore year. The turning point? A high-achieving student inspired by Dr. Baynes to apply to Smith College—without ever having heard of it before. But her transcript lacked the rigor. “She had straight A’s throughout high school and not a single educator had said, ‘You should take another course,’” Dr. Baynes recalls. That gap in guidance pushed STEP to grow. The conversation unpacks the hidden roadblocks facing low-income students: lack of college counseling, financial aid complexity, and cultural barriers. Dr. Baynes’ solution? Equip both students and families with knowledge, tools, and confidence. “Our goal is to become obsolete in your life,” she says. “We want you to have the tools to meet the challenges ahead.” Today, 96% of STEP graduates are enrolled in or have completed college. The secret sauce? Relational trust, rigorous expectations, and strategic partnerships with schools that meet 100% of students’ financial need. If you believe in generational change through education, this episode will challenge, inspire, and empower you to see possibility where others see limitation. #FirstGenSuccess #CollegeAccessForAll #BreakTheCycle Find us Live daily on YouTube! | |||
| Avoiding Tech Regret: Platform Planning for Nonprofits | 15 Apr 2025 | 00:31:07 | |
In today’s digital-first nonprofit environment, it's not enough to simply invest in a platform—you must also manage that investment intentionally to see long-term value. Samar Haddad, Manager of Client Experience at JMT Consulting, walks us through how nonprofits can shift from reactive to strategic when working with tools like donor databases, accounting platforms, CRMs, and more. From the outset, Samar stresses the importance of selecting not only the right software but also the right solution partner. “Partner solution is just as important as solution selection,” she advises, urging nonprofits to interview potential vendors, understand the structure of their support systems, and clarify expectations around responsiveness and ongoing engagement. This episode dives into why support shouldn’t stop after onboarding. “Onboarding and training doesn't just happen once. The solutions are continuously evolving, needs are evolving, regulations are evolving,” Samar shares. This mindset—treating platform management as a living, breathing process—can help nonprofit teams make better use of their tools, align systems with strategic goals, and navigate disruptions with greater resilience. Samar also outlines the value of structured, recurring touchpoints. JMT Consulting meets quarterly with clients, aligned with budgeting, audits, and planning seasons, ensuring that technology is always serving the mission—not the other way around. She encourages teams to be open about their frustrations and compliments, noting that the most productive relationships involve constant dialogue, feedback, and shared discovery. A powerful takeaway from this interview is the idea that nonprofits should strive for “voluntary management instead of involuntary management”—a proactive, data-driven approach that empowers teams to use their platforms with intention rather than reaction. Whether you’re onboarding a new tool or rethinking your platform strategy altogether, Samar’s insights offer a framework for maximizing ROI, minimizing friction, and advancing your mission through tech-enabled clarity. #NonprofitTech #PlatformManagement #DigitalStrategy
Find us Live daily on YouTube! | |||
| Nonprofit Labor and a Rattled Economy | 14 Apr 2025 | 00:31:54 | |
The nonprofit workforce is facing a seismic shift—and Dana Scurlock, Director of Recruitment at Staffing Boutique, is sounding the alarm. Dana shares her front-line insights into how nonprofit hiring, funding, and retention are being shaken by rapid economic changes, sudden government funding losses, and the ripple effects of widespread layoffs. “This isn’t like the 2008 recession—it’s a new kind of shock,” Dana warns, “caused by government decisions, not just market forces. And it’s hitting nonprofits harder than most expect.” With federal funding like USAID vanishing overnight, entire nonprofit teams are being let go. “We had people with 10-year careers suddenly unemployed, instantly flooding the job market,” she explains. But it’s not just about job loss—it’s about how organizations and individuals can respond strategically. Dana urges nonprofit leaders to prepare now: streamline hiring strategies, proactively build relationships, and invest in operational resilience. For job seekers, her advice is clear: tailor your resume, keep your online presence updated, and target your applications with laser focus. “Five thoughtful applications are better than twenty generic ones,” she advises. In today’s chaotic labor environment, many hiring managers are frozen in fear, paralyzed by a rattled economy. Even temporary hiring is down. Yet Dana sees this as an opportunity. “Now is the time to be proactive. Hire for strategy—bring in a temp to build a grant pipeline or kick off a new campaign before the fiscal year resets,” she suggests. What’s the biggest takeaway for nonprofit leaders? Talk to each other. Share intelligence. Cross-pollinate ideas. “The best information comes from each other,” says Dana. “Let’s stop gatekeeping and start collaborating.” This episode isn’t just a conversation—it’s a wake-up call. If you lead a nonprofit, manage a team, or are navigating a career pivot, this dialogue is your blueprint for staying ahead of the curve. #NonprofitWorkforce #LaborTrends2025 #RattledEconomy
Find us Live daily on YouTube! | |||
| Want to Be a Nonprofit Consultant? Watch This First | 11 Apr 2025 | 00:32:03 | |
Is it a bold leap… or a necessary evolution? Unpacking what it really takes to move from frontline nonprofit roles into independent consulting—with cohosts Tony Beall, Founder of Mr. Nonprofit Consultancy, and Julia Patrick. If you've ever felt boxed in by one organization, this conversation will challenge your assumptions. From building your personal brand and selecting a niche to navigating ethical landmines and saying “no” to work that doesn’t fit — Tony doesn’t sugarcoat the reality of consulting. He shares how he scaled impact while protecting sanity and why too many consultants chase dollars instead of purpose. Thinking about making the jump? This is your essential primer. Find us Live daily on YouTube! | |||
| Planning for Chaos: How Nonprofits Stay Ready! | 10 Apr 2025 | 00:30:35 | |
In the dynamics of nonprofit leadership, few challenges loom larger than the compounded weight of natural disasters and abrupt policy changes. Director Jennifer Banks of Your Part-Time Controller delivers a strategic and emotionally grounded perspective on preparing for the unpredictable. Drawing from her front-line experience during the Southern California wildfires, Jennifer guides nonprofit leaders through risk management tactics that go beyond spreadsheets and budgets. "Risk is just... the likelihood that something bad is going to happen," Jennifer calmly asserts, offering a crucial reframing that invites transparency and proactive planning. Nonprofits across the country have felt the dual pressure of environmental disasters and shifting political mandates. For instance, Executive Order 14173—a federal action targeting DEI efforts—has sent shockwaves through corporate philanthropy, causing organizations to recalibrate their messaging and funding strategies. Jennifer recounts real-world disruptions, from displaced executive directors to diverted funding streams, showing how interconnected disasters and policy shifts can devastate even the most well-managed organizations. One chilling example: “We had some Fortune 100 companies say, ‘We support your mission, but due to federal contracts, we can’t use DEI language.’” The implications are massive—not just for program funding, but for organizational identity. To mitigate these pressures, Jennifer recommends regular scenario planning, asset protection strategies (including intangible assets like brand and IP), and a cultural shift toward inclusive financial education within teams. Her advice is both calm and actionable: use this moment of stability, however fleeting, to prepare. That includes stress-testing budgets, securing lines of credit when the balance sheet is strong, and educating all levels of staff about financial realities. So striking is Jennifer' closing insight—a personal reflection that feels universally true: “You can’t take things for granted... We just can’t get complacent.” Whether grappling with fires or federal funding uncertainties, the message is clear: strategy starts now, not when disaster strikes.
#NonprofitStrategy #CrisisPreparedness #PolicyImpact Find us Live daily on YouTube! | |||
| From Hospice to Health: Inside a Bold Nonprofit Rebrand | 09 Apr 2025 | 00:31:23 | |
Rebranding a nonprofit isn't just about new logos or fresh colors—it's an emotional journey deeply rooted in the mission, culture, and service commitment of an organization. James Dismond, CEO of Mirasol Health, formerly Hospice Care of the Low Country, joined host Julia Patrick to share the inspiring, often emotional, details of their transformative rebranding. For decades, Hospice Care of the Low Country was a dedicated nonprofit, caring for patients facing end-of-life scenarios. Yet, despite their essential services, the organization faced an existential challenge: staying relevant in an evolving healthcare landscape. A candid internal study revealed a stark truth: if no changes were made, they faced closure within five years. James vividly recalls the moment that changed his personal and professional trajectory. On his very first day, several patients passed away, confronting him directly with his deepest fear—death. Instead of turning away, he embraced this fear, turning it into a profound passion. James noted, “That fear has since transcended into my greatest passion, and I'm very blessed for that.” The rebranding initiative was far from simple. It was two years in the making, involving rigorous strategic analysis, extensive stakeholder consultations, and an honest assessment of community perceptions. The word “Hospice” was a significant barrier, fraught with fear and misunderstanding. This realization was a pivotal turning point. James explains, "The powerful messages we are getting back just touch my heart every single day." Ultimately, the staff themselves coined the new name, “Mirasol,” symbolizing "rare and radiant sunflower," beautifully capturing the legacy and spirit of the organization's enduring symbol—the sunflower. This rebranding was not merely aesthetic; it expanded the scope of services, adding chronic symptom management and soon behavioral health, significantly broadening their community impact. The process brought substantial internal shifts, compelling deep introspection and alignment from the board, leadership, and staff. It was emotionally challenging but profoundly rewarding, significantly boosting community engagement, donations, and overall business performance. Today, Mirasol Health stands as a vibrant example of successful nonprofit transformation, rooted in authenticity and courage. “If you do the research, the strategy, and deliver it thoughtfully, the payoff is truly incredible.” #NonprofitRebrand #CommunityHealth #ChangeLeadership Find us Live daily on YouTube! | |||
| 70% of Donors Started as Volunteers – Are You Missing Out? | 08 Apr 2025 | 00:31:22 | |
Do we dare ask our volunteers to also become donors? Chloe Boonstra of Bloomerang says absolutely — and she’s got the data to prove it. In this fast moving episode, Chloe shatters the long-standing fear many nonprofits have about mixing fundraising with volunteerism. The truth? 70% of donors started as volunteers — and nonprofits are missing out by keeping these tracks separate. Is your team operating in silos? Are you afraid to make the ask? Then you need to watch this conversation. Chloe shares practical, authentic strategies to build deeper, dual-track relationships. Time to rethink what you thought you knew and turn your volunteers into loyal, lifelong supporters. #VolunteerToDonor #NonprofitFundraising #Bloomerang Find us Live daily on YouTube! | |||
| Leadership Transitions Done Right—Meet the Interim Experts | 07 Apr 2025 | 00:31:54 | |
this informative discussion of the most misunderstood yet increasingly vital roles in the nonprofit world: interim leadership. Featuring powerhouse guests Joan Brown, Chief Operations Officer at Interim Executives Academy, and Karin Sabey, CEO of Sabey Consulting, the conversation explores why ‘the interim profession is no longer a placeholder, but rather a strategic, transformative force’. From transparent communication with staff to preparing organizations for thoughtful succession, this episode reveals why professional interims aren’t just leaders—they’re lifelines. And if there’s one thing we need in today’s shifting nonprofit landscape, it’s calm within the chaos. Gone are the days when an “interim” simply kept the lights on. Joan begins with, “We’re at this exciting opportunity to really better define the profession and better define it as a standard of practice.” Interims today are trained professionals who guide organizations through times of transition with precision, empathy, and results-driven methodologies. Karin paints the role as a “palate cleanser” between leadership tenures, providing organizations with a fresh start—regardless of whether the previous leader left in celebration or crisis. “A long-term leader may have a lot of institutional knowledge stored in their head,” she explains. “An interim helps reset the table for the next leader.” The duo dig into the details of the importance of methodology and diagnostics, likening it to a toolbox or even a box of Legos. “You can build a house or a spaceship,” says Karin, “depending on what the organization needs.”, pointing out how this kind of customization is key to stabilizing and uplifting organizations during pivotal times. And what about board understanding? Both Joan and Karin agree—it’s minimal. “Almost no one understands the concept,” Joan shares plainly. But that’s also the opportunity: to educate, align, and inspire boards to embrace what an interim can truly offer. When done right, it’s not just about keeping the ship afloat; it’s about course-correcting, empowering staff, and setting the next leader up for success. #InterimLeadership #NonprofitStrategy #LeadershipTransitions Find us Live daily on YouTube! | |||
| Master the Grant Cycle: From Rejection to Funding! | 04 Apr 2025 | 00:31:48 | |
In this high-energy Fundraisers Friday Show, cohosts Julia Patrick and Tony Beall unpack the complexities of grant writing and grant readiness with an eye toward practical, data-driven insights. It’s a masterclass in actionable wisdom for any nonprofit professional involved in grant development—covering strategy, timelines, win rates, and relationship-building. Julia sets the tone with her signature candor, stating: “Fundraisers are expected to do this and it is a very specific trade or craft.” This immediately defines the reality that for many nonprofit professionals, grant writing is just one of several responsibilities they juggle. Tony responds, echoing: “Grant writing is one of the most important combinations of style and substance… tell a story and back it with data.” He reinforces this by recommending that fundraisers align time investment with expected revenue—if grants are expected to make up 20% of a nonprofit's budget, then 20% of time should be spent on them. The show also dives into success rates. Tony notes, “National or federal grants may have just a 5%–10% win rate, whereas local grants can hit 40%–50%,” pushing nonprofits to think strategically when choosing which grants to pursue. The duo explore application timelines, portal logistics, and how a lack of consistency across systems can be a major hurdle. Despite these challenges, they encourage you to create internal systems and document folders to manage recurring information—especially vital as Tony quips, “You’ll be so good at this… you’ll spend 50–75% less time on your narrative over time.” A big theme emerges around the evolving role of funders and the increased opportunity for relationship-building. Julia points out, “This isn’t just a shot in the dark anymore—funders are listening and often willing to adjust.” Perhaps most inspiring is Tony’s call for resilience and learning in the face of rejection: “If there’s an opportunity to reach out to the funder and ask, by all means—make the phone call.” They wrap with encouragement for new nonprofit leaders and a hot tip: don’t be afraid to explore AI tools in your grant writing toolkit. #NonprofitStrategy #GrantWritingTips #FundraisersFriday Find us Live daily on YouTube! | |||
| A Modern Nonprofit Changing Ukraine's Future: One Video Call at a Time! | 03 Apr 2025 | 00:31:35 | |
In a transformative conversation, Katerina Manoff, visionary founder and CEO of ENGinprogram.org, passionately shares her remarkable journey of creating a groundbreaking grassroots nonprofit. ENGin uniquely pairs Ukrainian learners with volunteers from across the globe through weekly online video interactions, transcending simple language exchanges to foster profound cultural connections and personal growth. Katerina's compelling narrative reveals how ENGin not only facilitates language acquisition but empowers young Ukrainians, equipping them with crucial skills and cross-cultural competencies essential for their nation’s arduous journey of recovery and reconstruction. Despite the profound challenges presented by an ongoing war, Katerina insists ENGin's mission extends beyond mere survival. With unwavering resolve, she states, "It's not just about surviving; it's about thriving against the odds." ENGin’s innovative approach disrupts traditional nonprofit dynamics by establishing equitable, mutually beneficial relationships rather than the conventional giver-receiver paradigm. Volunteers themselves become deeply enriched by the experience, gaining cultural insights, meaningful friendships, and improved communication skills. Katerina eloquently captures this unique dynamic: "[Our volunteers] don't feel like they're giving—they feel like they're fighting alongside us." Demonstrating visionary leadership, Katerina envisions scaling ENGin dramatically from its current 55,000 participants to an ambitious target of one million. Her aspiration is nothing short of transforming an entire generation of Ukrainian youth into fluent, culturally connected global citizens who can actively contribute to rebuilding their homeland. Katerina's passion resonates profoundly, highlighting the incredible potential of virtual connectivity to truly catalyze real-world change, especially in times of adversity. Throughout the interview, Katerina candidly discusses her personal evolution as a leader, offering invaluable insights into effective nonprofit board development, adaptive management strategies, and the pivotal role of storytelling in securing sustained support. Her strategic clarity and openness to innovation position ENGin as a beacon of hope and resilience within the nonprofit sector. ENGin stands as a testament to human determination, harnessing the power of technology and global goodwill to overcome barriers and forge transformative bonds. Katerina's visionary work serves as an inspiring blueprint for nonprofits globally, proving that significant social impact can be achieved even amidst adversity and disruption. #GrassrootsImpact #GlobalConnection #NonprofitInnovation Find us Live daily on YouTube! | |||
| Temp Work That Boosts Your Nonprofit Career: How to Get Hired Fast | 15 Oct 2025 | 00:27:22 | |
Temporary work isn’t a consolation prize—it’s a lever. In this candid conversation, Staffing Boutique’s Director of Recruitment, Dana Scurlock, reframes the temp path as a smart way to stay employed, sharpen skills, and earn while exploring fit. She traces her roots to a temp desk in 2006 and explains why the market’s realities—shorter tenures, year-end crunches, and staffing bandwidth gaps—make interim roles unusually valuable for both candidates and nonprofits. “One of the great benefits of temporary work is it can fit within your schedule,” she notes, pointing to project-based needs that run two or three days a week and let candidates stack to a full 40 hours across multiple gigs. Dana urges job seekers to check the “temporary” box on job boards instead of waiting months for a direct hire. Put temp and consulting projects on your resume—silence creates gaps. The better story in interviews is momentum: “Instead of saying ‘I’m in between jobs,’ you’re a hot commodity who’s actively working.” She stresses two traits that get temps invited back: self-sufficiency and crisp communication. Arrive with questions that unlock the day’s tasks, request the specific information you need up front, and deliver without constant check-ins. Cultural humility matters, especially in mission-driven shops. Temps often see opportunities to improve databases, files, or event processes; offer those observations with tact and with clarity about scope. Ask whether leaders want suggestions now or prefer focus on the assigned project. It’s role awareness, not silence. On tech, list the actual tools on your resume and be ready to describe what you did with them—Raiser’s Edge queries, Excel data cleaning, Outlook mail merges, LexisNexis research, whatever applies. Keep learning through webinars, libraries, and sector trainings; AI for prospecting and fundraising is here, so stay current. For many assignments, managers need someone who can start immediately with minimal training—so signaling concrete tool fluency is a fast pass. Finally, Dana frames temp roles as on-the-job professional development. You’ll earn, learn modern systems, and convert real usage into stronger interview stories. When events and year-end appeals stack up, that readiness is gold for organizations—and a career accelerator for you. Find us Live daily on YouTube! | |||
| Unlock Your Nonprofit’s Sparkle Factor Now! | 02 Apr 2025 | 00:30:26 | |
In an era marked by relentless hustle and external demands, author and nonprofit champion Merle Benny invites nonprofits to pause, reflect, and ignite what she calls "The Sparkle Factor." In a compelling conversation, hosted by Julia Patrick and mindful tech advocate Meico Marquette Whitlock, Merle introduces the transformative idea behind her latest book, Sparkle: Create a Brighter, Stronger Nonprofit. Merle argues passionately that the heart of a successful nonprofit lies not in external marketing prowess, but rather within the happiness, internal communication, and genuine appreciation fostered inside the organization. Drawing on deep insights gained through extensive experience, Merle explains that "if the organization itself on the inside isn't happy, doesn’t feel good, everyone suffers." This pivotal realization came to her during the isolating times of COVID when many organizations faced unprecedented internal strains. Her exploration uncovered a startling truth: frustration, high turnover, and internal neglect significantly overshadow the crucial, often overlooked, daily victories—what she warmly terms "minor miracles." "Creating a story culture inside the organization means that everybody gets a chance to share," Merle tells us. She asserts that storytelling isn't merely a tool for external branding; it’s a fundamental internal practice that empowers and energizes teams. Organizations thrive when their members regularly celebrate and share everyday successes, nurturing a vibrant, supportive environment where employees genuinely feel valued. Co-host Meico complements this viewpoint, highlighting the scientific backing for gratitude and shared appreciation within organizational cultures. "There's an imbalance between the inner and outer work," Meico adds, underscoring that prioritizing internal health directly enhances external effectiveness and longevity. Merle stresses the significance of clear, inspiring visions to unify teams. Distinct from missions, visions galvanize and energize individuals, aligning them toward a common, emotionally resonant goal. Without this internal alignment and continuous communication, organizations risk becoming fragmented and ineffective. As Merle puts it succinctly, "Everybody is doing good work, and so much of it is overlooked." By fostering a culture that values these contributions through storytelling, organizations not only enhance internal harmony but simultaneously strengthen their external appeal. In a sector often overshadowed by stress and burnout, Merle’s powerful message is clear: genuine success and lasting impact come from nurturing the organization's internal sparkle. By adopting her insightful strategies, nonprofits can cultivate healthier, happier workplaces, ultimately leading to stronger, more impactful community outcomes! Find us Live daily on YouTube! | |||
| Mastering Nonprofit Board Meetings! | 01 Apr 2025 | 00:30:12 | |
In the ever-evolving world of nonprofit leadership, one constant remains: the board meeting. Whether you're a seasoned executive or a new board member, mastering this essential component of governance can elevate your mission and impact. Cody Bender, Chief Product Officer at Boardable, joins us to unravel the practical strategies that make board meetings more efficient, inclusive, and effective. With over a decade of experience leading tech product innovation, Cody begins with the importance of meeting preparation, record-keeping, and adapting to change. But more than that, he reminds us that streamlining meetings isn't just about saving time—it's about maximizing mission delivery. “A well-crafted agenda is easier than you think,” Cody shares. “Structure it from moment one to moment two to moment three—and let your goals guide you.” Cody’s key advice includes involving multiple stakeholders in creating agendas to line up expectations and foster engagement. He also points to the value of clear, clean formats over outdated templates and visual clutter. For today’s nonprofits—where hybrid meetings & digital communication are the norm—accountability and access to records matter more than ever. “Don’t let form override function,” Cody tell us. “You can keep the greatest records in the world, but if you can’t get to them, you’re in no better position than if you didn’t do it at all.” From embracing shared platforms to avoiding the pitfall of overloading your board with too many tools, this informative conversation will give you many actionable items you’re your nonprofit can use. And when you hear about Boardable’s origin story, rooted in the real frustrations of board service, Cody brings a grounded, user-focused lens to the technology. Ready to transform your board meetings from mundane to mission-aligned? Watch this episode now and you’ll realize smarter, more supportive board practices. #NonprofitLeadership #BoardManagement #DigitalGovernance Find us Live daily on YouTube! | |||
| Boost Fundraising by 23%: The Power of Strategic Branding! | 31 Mar 2025 | 00:30:03 | |
Branding powerhouse Lyn Wineman, President and Chief Strategist at KidGlov.com, explores one of the most misunderstood yet essential components of nonprofit success: branding. Far from being just a logo or tagline, Lyn reframes branding as a dynamic, multi-layered ecosystem that can dramatically improve a nonprofit’s visibility, trustworthiness, and fundraising effectiveness. Her agency’s proprietary “brand pyramid” lays out the essential building blocks—starting with the organization’s name, followed by the logo, tagline, messaging, visual identity, and finally marketing and advertising execution, which helps leaders see branding as a strategic foundation rather than a cosmetic afterthought. “Branding is one of very few things that can move the needle on everything you do,” Lyn says, emphasizing that a strong, consistent brand elevates all areas—from donor engagement to volunteer recruitment and even talent acquisition. She points to compelling data from NonProfit Pro showing that organizations with strong, consistent brands can increase their fundraising results by as much as 23%. That lift can be a game-changer! Yet despite these benefits, many nonprofit leaders are hesitant or ill-equipped to embrace branding. Lyn shares that for most, “just about the time you are sick of something—like, ‘I can't see that logo on my coffee cup one more time’—that's when your audience is just starting to get it.” Her lesson: internal fatigue with brand elements is often a sign of needed consistency, not a call for change. Lyn also introduces her upcoming book, ‘Untangling Spaghetti,’ which outlines KidGlov’s proven eight-step branding process. It's designed to demystify the process and give leaders a roadmap they can follow with or without agency support. Throughout the lively discussion, with host Julia Patrick, Lyn talks about those common barriers to branding—including outdated board attitudes, confusion about messaging, and the nonprofit sector’s inclination to prioritize service delivery over strategic communications. But with the right tools and a clear roadmap, Lyn believes any organization can build a brand that reflects its mission, energizes its team, and drives lasting impact!
#NonprofitBranding #MissionDrivenMarketing #SocialImpactStrategy Find us Live daily on YouTube! | |||
| Fundraiser's Friday: Burnout, Give or Get, CFRE Value | 28 Mar 2025 | 00:31:16 | |
In this Fundraisers Friday conversation, hosts Julia Patrick and Tony Beall answer viewers questions, but also explore the vital importance of joy and authenticity within the nonprofit sector. Starting the fast-paced chat, the talk about the growing challenge of burnout, particularly among fundraising professionals, they offer up some strategies for stress management and maintaining personal authenticity amidst external pressures. "There is a lot of joy in this work, despite the challenges," Tony says, in talking about the necessity of personal well-being in achieving sustainable success. Julia points to a notable trend: nonprofit leaders actively seeking joy by disengaging from stressful media, stepping away from negative news and crime dramas, and gravitating towards humor and fulfilling personal activities. Tony also introduces the powerful concept of fostering joy through intentional community gatherings, describing his local AFP chapter's decision to host events free of agendas or speakers, purely aimed at fostering genuine connections. Julia concurs, predicting that this innovative approach "is going to serve its members maybe better than they've ever served." Further into the conversation, they tackle the debated "Give or Get" board policy. Tony critically comments that true altruism from board members shouldn't require formal mandates, advocating instead for universal financial participation at any level. Julia offers a more nuanced viewpoint, acknowledging the potential limitations of such policies, quoting Sherry Quam Taylor who argues, "You leave money on the table" by setting strict minimum contributions. Throughout the discussion, Julia and Tony encourage fundraisers to thoughtfully define growth targets. They advise setting realistic, yet ambitious donor goals by assessing internal strengths and strategically leveraging them to maximize opportunities. Transitioning to skills crossover from for-profit to nonprofit sectors, Tony describes his support for sales professionals moving into fundraising, provided they have a passion for social impact, reinforcing that relationship-building remains pivotal across both spheres. Finally, addressing career progression, the duo explore the rising importance of the CFRE designation in the nonprofit fundraising space. Tony shares that CFRE is becoming increasingly expected as a professional standard, noting its role in elevating fundraisers' credibility. He humorously yet insightfully captures the trend: "More and more fundraisers see CFRE behind other people’s names and think, 'I'm missing out if I don't do this also.” Find us Live daily on YouTube! | |||
| Conquer Your Nonprofit's Fintech Fears! | 27 Mar 2025 | 00:30:34 | |
Nonprofits face inevitable financial technology changes—often with fear and resistance. In this vibrant discussion, Co-Hosts Julia Patrick and Sherry Quam Taylor welcome Buu-Linh Tran, Senior Vice President of Financial Solutions at JMT Consulting, to demystify this daunting process. Buu-Linh emphasizes adopting a phased approach to make fintech transitions manageable and successful: "It’s always easier to swallow when you break it down into phases," she starts, reinforcing the necessity for gradual implementation to foster greater team acceptance. Buu-Linh describes how "your system is a continuous improvement," explaining how launching new technology is just the beginning. Ongoing adaptations, updates, and training are vital for maximizing a system’s effectiveness. This process isn’t limited solely to technology—it encompasses organizational policies, procedures, and even culture. She also addresses the critical step of the "cutover"—transitioning data from old systems to new—which must be methodically planned to minimize downtime and disruptions. A key challenge nonprofits encounter is communication between departments, particularly finance and fundraising. Systems integration is essential here. As Buu-Linh explains, seamless integration between donor management software and financial systems prevents discrepancies that confuse stakeholders, especially board members, who rely on unified dashboards that clearly show both financial performance and mission outcomes. Speaking to the timing concern for system transitions, Buu-Linh realistically acknowledges, "There's really no good time to change," but stresses the importance of choosing a period of least disruption. Her practical insights guide nonprofits on strategically scheduling changes to avoid peak periods, audits, budgeting, or major events. This informative conversation also highlights JMT Consulting’s Innovate 2025 conference, a dynamic annual gathering designed specifically for nonprofit finance professionals. Scheduled to be held in Nashville, it promises networking, technical training, and crucial thought leadership—creating powerful learning and collaborative opportunities. "You really do need to get started," Buu-Linh urges us, encouraging nonprofits to proactively embrace fintech change as essential to organizational health and growth!
#NonprofitTech #FinancialManagement #ChangeManagement Find us Live daily on YouTube! | |||
| How United Way Is Turning Tax Season into a Blessing! | 26 Mar 2025 | 00:27:36 | |
Learn how United Way leverages partnerships to annually reclaim tens of millions in refunds for San Diegans, dramatically impacting lives by providing stability, reducing stress, and fostering community strength. This lively chat with Nancy Sasaki, CEO of United Way of San Diego County, is about the transformative power of financial literacy. Nancy explains how United Way recognized financial stability as essential for community health. She begins with, “Financial security helps people feel stable and secure, and the pandemic clearly showed how critical this is.” Discussing their extraordinary collaborative effort through the Earned Income Tax Credit coalition with over 45 organizations, Nancy speaks to the surprising reality for underserved communities: “People who don't make much money often don’t think they'll get taxes back, but they absolutely can.” This enlightening conversation brilliantly connects community needs, financial empowerment, and nonprofit innovation. #FinancialLiteracy #CommunityImpact #UnitedWay Find us Live daily on YouTube! | |||
| Is Your CEO Fueling Fundraising—or Creating Chaos? | 21 Mar 2025 | 00:30:15 | |
Cohosts Julia Patrick and Tony Beall dig down into a topic that’s equal parts provocative and practical: the often chaotic intersection between nonprofit CEOs and fundraising. Right out of the gate, Julia sets the tone: “I've seen this occur and I continue to see it occur... the CEO position and fundraising chaos—it can be a little intense, right?” That word—chaos—rings true for many nonprofit leaders who juggle major gift asks, team oversight, and community expectations. But leave it to Tony to cut through the storm with clarity: “Initially, I would say... the CEO is not your primary fundraiser, but they are the one that has the ultimate accountability for the success of fundraising.” With that, the conversation takes off, weaving through structures, leadership styles, and evolving titles e.g. Chief Development Officer, all with real-world empathy and experience. Tony points to the need for strategic involvement: “Every donor is in your portfolio to some degree.” It’s not about micromanaging—it's about knowing when to step up and when to empower your team. And speaking of teams, Julia flags a common donor behavior that throws a wrench in delegation: “Higher level players want to meet with the decision-maker… they kind of discount the development people.” This dynamic often pressures CEOs to jump into ‘asks’, sometimes prematurely. Tony offers a smart fix: don’t surprise donors. “If we're bringing the CEO into the conversation, we need to do that before the ask.” It’s about future-focused cultivation, not last-minute theatrics. They also tackle a hot-button issue—bonuses. Tony doesn’t hold back: “My first reaction was: hell no.” But he tempers that with nuance, suggesting creative, non-cash incentives that support retention and morale. The episode also takes a heartful turn as Tony shares the trend of successful fundraisers being poached by the private sector: “They’ve moved into wealth management and financial advisor roles… that comparison is tough to compete with.” Packed with actionable thinking, reflective moments, and a dash of humor this convo is a must-watch for nonprofit teams assessing fundraising expectations.
#NonprofitLeadership #FundraisingStrategy #CEOInsights Find us Live daily on YouTube! | |||
| The Nonprofit CFO’s Guide to Making Numbers Speak Volumes! | 20 Mar 2025 | 00:30:22 | |
When you think about finance in the nonprofit world, does your mind immediately jump to spreadsheets and budget reports? What if we told you that finance could be transformed into a compelling narrative—one that connects numbers to mission impact? That’s exactly what Neil Shah, an experienced interim CFO, is doing with nonprofit financial storytelling. Neil has spent years in the nonprofit sector, feeling the isolation that many CFOs experience. So, he took action, launching a nonprofit CFO roundtable where finance leaders could collaborate, share challenges, and gain insights from one another. “There aren’t a lot of opportunities for nonprofit CFOs to connect and learn from each other,” Neil shares. “I wanted to create a space where we could problem-solve together.” One of the biggest challenges in nonprofit finance? Helping leadership and boards understand financial data in a meaningful way. Too often, financial reports become a blur of numbers, leaving stakeholders disconnected from their organization’s financial reality. Neil argues that nonprofit CFOs must go beyond traditional reporting methods: “Financial storytelling is the blend of financial data and narrative—it’s about showing where an organization has been, where it is now, and where it’s going.” Neil talks about his methodology: By analyzing 10+ years of financial trends and utilizing AI tools, Neil helps organizations spot patterns that may be masked by one-time funding sources, such as PPP loans or emergency grants. Through clear charts, concise presentations, and a focus on only the most critical data points, he empowers nonprofit leaders to make informed strategic decisions. The magic happens when finance, development, and program teams work in sync, breaking down silos and aligning around a shared financial story. “Finance isn’t just about numbers—it’s about customer service within an organization,” Neil emphasizes. His approach transforms finance from a back-office function into a powerful tool for mission success. Want to shift how your organization communicates financial data? Check out Neil’s nonprofit CFO roundtable at cfogroups.com and start telling a financial story that inspires action! #NonprofitFinance #FinancialStorytelling #nonprofitboards Find us Live daily on YouTube! | |||
| From Tragedy to Triumph: The Musana Miracle in Uganda | 19 Mar 2025 | 00:32:14 | |
In a world often clouded by complexity, some journeys stand out as beacons of transformation and hope. This is the story of Andrea and Haril Kazindra, two young visionaries whose lives were forever changed by an internship and a friendship in Uganda, sparking the birth of Musana.org, an organization rewriting the rules of charitable giving. Andrea, just 20 and fresh from Colorado, found herself confronted with harsh realities in a Ugandan orphanage: children starving, stealing, and facing unimaginable hardships. Moved by the shocking discovery of corruption exploiting children's suffering for profit, she knew her path had changed forever. "I called my parents, I told them I'm not coming home—I'm staying to rescue these kids," Andrea shared passionately, and signifying the depth of her commitment. Meeting Andrea was transformative for Haril, too. He says, "Learning about her compassion and love for these children and wanting to fight for them to have a better life—that's what really touched me the most." Together, they uncovered a staggering truth: 80% of kids in orphanages worldwide aren't orphans but rather products of systemic poverty and exploitation. Realizing charity alone was insufficient, Andrea proffered, "Charity is not going to develop Africa. Business, enterprise, industry, investing in local people—that’s truly going to create impact.” This philosophy guided their innovative model that has now educated over 8,700 students and provided healthcare to hundreds of thousands of patients through community-built schools and hospitals, driven entirely by locally-generated income. Their story isn't just one of success—it's a profound reflection on humility and empowerment. Haril shares, "If people can overcome egos and pride, a lot can be accomplished," underscoring their approach of mutual respect, cultural exchange, and local empowerment. Now, Musana's radical mission addresses root causes of poverty by investing in sustainable enterprise, not dependency. Andrea powerfully re-affirms their core philosophy: "Charity has not developed any country—it’s business, enterprise, and industry that will create lasting change." The lessons from Musana challenge conventional philanthropy and call us to rethink our approach to global aid, emphasizing dignity, sustainability, and local ownership.
#SocialEnterprise #CommunityEmpowerment #UgandaNonprofits Find us Live daily on YouTube! | |||
| Conference Marketing Masterclass For Nonprofits | 18 Mar 2025 | 00:33:07 | |
In this conversation we speak with Marty Bird, Director of Marketing at JMT Consulting, about successful nonprofit conference marketing strategies. Marty reveals insights from 16 years of organizing "Innovate," a premier event bringing together nonprofit finance professionals. The conversation explores how JMT has strategically evolved its conference over time, leveraging partnerships and innovative marketing to position itself as a thought leader in nonprofit finance. This fast-paced dialog, with host Julia Patrick, provides a robust blueprint for nonprofits seeking to reinvigorate their event strategies post-pandemic. Emphasizing the importance of networking at in-person conferences, Marty shares, "The networking opportunities are endless...finance professionals can discuss personally with us or with their peers; they don’t feel so alone." Marty speaks to the significance of careful sponsor selection and the meticulous matching of clients with relevant sponsors, to enhance the experience for everyone involved. He also talks about the value of hiring experienced event planners and staying agile to adapt content to industry changes, saying, "We're giving them permission to talk to one another—to relate—and sometimes that's all it takes with introverted individuals." If you’re thinking or planning an ‘in-person’ event or conference, you’ll want to pay close attention to Marty’s savvy advice! #NonprofitEvents #ConferenceMarketing #nonprofitmarketing Find us Live daily on YouTube! | |||
| Stop Chasing Unicorn Donors! Start Growing Loyal Givers! | 14 Oct 2025 | 00:31:13 | |
Fundraising folklore says the “one big donor” will save the day! Katie Gaston, Director of Product Marketing at Bloomerang, dismantles that ‘chase’ and replaces it with steady, systems-based fundraising. Katie frames her role in product marketing as disciplined storytelling: know your audience, understand what they care about, and read the landscape by listening, surveying, and researching. That same mindset applies to development. Start by cleaning and maintaining data in your CRM so you can actually see who is volunteering, giving monthly, and staying loyal over time. Automation can help—address updates, enrichment, and built-in features you may not have enabled. Katie moves the conversation from wishful thinking to practical math: “Research shows you will actually raise quite a bit more if you just focus on the donors already in your database.” Loyal monthly givers, long-tenured annual donors, and volunteers represent reliable lift and lower risk than a single major-gift “unicorn.” She urges teams to use AI thoughtfully. Whether through platform-native tools or carefully configured external assistants, AI can scan patterns, surface bequest prospects, identify mid-level donors to upgrade, and recommend next actions. This timely episode then maps a clear donor journey. Thank first-time donors within 48 hours, then vary contact across channels—email, short mobile video, text, and a newsletter update—to nurture toward recurring and mid-level giving. Build an automated sequence now so December’s influx becomes January’s momentum, not a one-month spike. Even modest, realistic steps matter: one sequence, one board call plan, one January volunteer invitation for first-time donors. Boards and leadership often share the myth. Bring them along with evidence. Use AI or CRM reports to present streak length, recency, and consistency. Real stories persuade too: a decades-long modest donor who later made a significant bequest once the relationship was cultivated. Katie offers a simple activation: “A board thank you call will actually increase the next gift size by up to 40%.” Pair that with the “48 hour” rule and you have a repeatable, high-leverage play. Finally, Katie’s suggests we reframe year-end. December isn’t a finish line; it’s the on-ramp for the new year. Lean into the cultural reset of January—invite, ask why they gave, listen, and keep the story going. The takeaway: stop chasing the mythical donor and build a system that compounds loyalty you already have. Find us Live daily on YouTube! | |||
| Lucky Charms Meet Charity Charms: Nonprofit Cause Selling | 17 Mar 2025 | 00:30:02 | |
Ever wonder what happens when creativity, heart, and savvy branding come together? Julia ‘Patrick’ and Kay ‘McDonald’ team up on Saint Patrick’s Day to deliver a spirited exploration of nonprofit cause marketing, shining a spotlight on the sparkling world of Charity Charms. As Julia quips, "What do you get when you have a McDonald and a Patrick coming together on Saint Patrick's Day? This is gonna be a barn burner!" True to her words, this conversation will ignite a spark of inspiration for you. Kay McDonald, founder and CEO of Charity Charms, ‘charmingly’ explains her innovative approach: turning nonprofit logos into wearable stories that connect supporters, nonprofits, and businesses. She highlights, "We encourage the charity to align with a corporation to underwrite their program," demonstrating the mutual benefits of purposeful collaboration. Julia adds, "As a business owner, we're always looking for ways we can align ourselves to things we believe in." From binary bracelets teaching STEM to young girls with the Dottie Rose Foundation, to empowering domestic violence survivors alongside Arizona Facial Plastics, Kay’s partnerships prove that branding can be both powerful and purposeful. Together, Julia and Kay dive into the essentials of strategic alignment, contracts, branding benefits, and the evolving expectation that businesses must contribute meaningfully to social good. Packed with humor, wit, and actionable insights, this session will charm anyone passionate about partnering business with social impact. #CauseMarketing #NonprofitInnovation #PurposeBranding Find us Live daily on YouTube! | |||
| Corporate Social Responsibility is a Game-Changer for Fundraisers | 14 Mar 2025 | 00:29:13 | |
Corporate Social Responsibility (CSR) is becoming increasingly critical for both corporations and nonprofits. Our cohosts dig into the nuances and potential of CSR partnerships. Cohost Tony Beall begins by defining CSR as "what organizations commit to in terms of how they want to represent their brand to the community," encompassing environmental, ethical, social, philanthropic, and economic responsibilities. The duo discuss the strategic importance for fundraisers to understand these distinct CSR pillars to enhance their approaches. Cohost Julia Patrick admits, "I just lumped it all together," pointing to the common mistake nonprofits make. Tony expands on this concept, describing how nonprofits must align specifically with a company's CSR goals to effectively establish mutually beneficial relationships. The discussion explores the intersection between CSR and cause marketing. Tony differentiates the two clearly: "CSR is focused on doing good as part of the business operation…cause-related marketing is how you express what's happening, how you engage customers." Ethical alignment also becomes central in the conversation, citing the value for nonprofits to choose corporate partners whose activities align with their mission and values. Julia speaks to the weight of ethical decisions and the challenge when nonprofit leaders reject lucrative but misaligned partnerships. Tony concurs strongly, remarking, "You have to have those standards within your organization."
The two also talk about the practical need for clearly articulated agreements through ‘Memorandums of Understanding (MOUs)’, described as a necessary "formal handshake". This formality, rather than inhibiting relationships, provides clarity and aligns expectations, further nurturing a more sustainable corporate partnership.
Finally, they emphasize relationship nurturing and the critical importance of asking corporate sponsors about their reporting and engagement preferences. Tony says powerfully: "It is so important that we understand what is valuable and important and motivates the individual donors and the corporate supporters." Find us Live daily on YouTube! | |||
| Federal Funding Turmoil: Survival Strategies for Nonprofits | 13 Mar 2025 | 00:29:26 | |
Nonprofits, the landscape is shifting under your feet, and the urgency to act has never been clearer. Hatsy Cutshall, Director of Government Awards Management at Your Part-Time Controller (YPTC), joined us to deliver an urgent message: communication and clarity are your best defense in these chaotic times. With executive orders rapidly reshaping your funding environment, understanding the roles of federal agencies such as the Office of Management and Budget (OMB) is no longer optional—it's crucial for survival. Hatsy emphasizes, “Never assume that if you've got questions, don't assume one way or the other. Ask those questions because it's better to know up front.” The federal funding landscape is complex, and failure to act proactively can result in detrimental consequences. Hatsy highlights the critical importance of proactive communication with federal program officers, underscoring their role as partners rather than adversaries. Nonprofits should connect with these officers to clarify expectations, understand legal jargon in contracts, and adapt programs quickly in response to shifting circumstances. According to Hatsy, "Program officers are there to partner with you and help you succeed.” This chaotic environment doesn’t only affect nonprofits directly receiving federal funds. Hatsy clearly warns that the impact trickles down, influencing state and local funding channels. Every nonprofit is vulnerable. Ignoring the warning signs can lead to missed opportunities, funding losses, and compliance disasters. The time to engage is now. Reach out proactively, communicate clearly, and build strategic relationships with federal program officers who are your allies, not your adversaries! #NonprofitAlert #FederalFunding Find us Live daily on YouTube! | |||
| The Nonprofit CEO Playbook: Five Steps to Success from Day One | 12 Mar 2025 | 00:31:14 | |
The nonprofit sector is undergoing a seismic shift. More and more rising professionals are being tapped for executive leadership—but are they truly prepared? Enter Brian Quail, an accomplished CEO, consultant, and author of The Ultimate Guide for New Nonprofit CEOs. In this conversation, he unpacks the realities of stepping into nonprofit leadership and why 50% of new CEOs fail within their first eight months on the job! "Boards don’t know how to onboard new CEOs—and they never will," Brian begins. "That’s not why they were recruited. But what they can do is embrace a framework that ensures success from day one." His ‘Five Frameworks Approach’ provides an actionable roadmap, from mastering the first 90 days to understanding financials, donor relationships, and board engagement. He also underscores a major leadership gap forming due to 10,000 Baby Boomers turning 65 every day until 2030, leaving a vacuum in leadership. As Brian points out, “Being a nonprofit CEO isn’t about waiting for a title—it’s about stepping up and leading from the very first day.” This fast episode is a game-changer for current CEOs, aspiring executives, board members, and leadership teams. If you want to stop the high turnover trend and build resilient leadership, don’t miss Brian’s expert insights.
#NonprofitLeadership #CEOOnboarding #LeadershipSuccess Find us Live daily on YouTube! | |||
| Hidden Keys to Retaining Your Donors: Shocking Stats! | 11 Mar 2025 | 00:32:22 | |
Unlocking the mystery behind donor retention is critical for any nonprofit looking for sustainability and success. Wendy Mercurio, Market Research Specialist from Bloomerang, discusses groundbreaking strategies and unexpected insights. Wendy presents data-driven info highlighting significant gaps and opportunities in fundraising strategies, emphasizing the importance of donor retention over donor acquisition. Wendy begins with a reminder, “The cost of acquiring a new donor is 5 times more than retaining a donor you already have,” bringing into sharp focus the economic and strategic necessity of donor retention. She shares compelling statistics, including the remarkable effectiveness of texting as a communication channel, offering, “If you send a text to your donors, you have an open rate of 95% to 98% within the first five minutes.” Bloomerang’s open access to invaluable research empowers nonprofits with data-driven guidance, such as utilizing donor surveys and personalized communications, to significantly boost retention. This dynamic conversation is a ‘must watch’ for nonprofit fundraisers and leaders wanting practical strategies to energize their fundraising and donor relationships.
#DonorRetention #NonprofitStrategy #BloomerangInsights Find us Live daily on YouTube! | |||
| Secrets to Thriving After A Nonprofit Job Loss | 10 Mar 2025 | 00:32:39 | |
In 2025’s rapidly shifting employment landscape, adapting gracefully to job changes is vital, especially in the nonprofit sector. We explore the realities and strategies surrounding the recent upheavals in nonprofit employment, particularly in international organizations heavily reliant on government funding, notably USAID, with Katie Warnock, CEO and Founder of Staffing Boutique. Katie, a seasoned expert who is focused on the staffing challenges in the nonprofit world, shares her insights into the complexities facing many seasoned nonprofit professionals suddenly thrust back into the job market. With significant budget cuts looming due to recent policy shifts, nonprofits dependent on USAID funding find themselves in turmoil. Katie emphasizes practical strategies for professionals who find themselves unexpectedly job hunting. Updating resumes with quantifiable achievements is paramount—especially for fundraisers. "Monetize your resume," she stresses, reminding candidates that showcasing the financial impacts of their fundraising activities is essential to stand out. She also strongly advocates leveraging networks, volunteering, and considering temporary or contract positions. "There's not really cons about it unless you need benefits right away," Katie emphasizes, pointing to the practical advantages of temporary roles during uncertain economic times.
This episode will help prepare nonprofit professionals to face and overcome the intimidating reality of job transitions—with empathy and clarity. Find us Live daily on YouTube! | |||
| Why Nonprofit Strategic Plans Fail—And How to Fix Them! | 05 Mar 2025 | 00:29:40 | |
Nonprofits often create strategic plans with the best intentions, yet many fail to achieve their desired impact. Why? We explores the factors that contribute to the breakdown of strategic plans and provide actionable insights into making them resilient and adaptable, with Doug Paul, Managing Partner and Innovation Strategist at Catapult. Doug begins by challenging conventional thinking, offering, "Strategy is always a hypothesis—an informed opinion about how to win." Strategic plans often fall short because they are built for a world that no longer exists. Many organizations cling to outdated planning models that are too rigid to accommodate the dynamic and ever-changing landscape of the nonprofit sector. To truly succeed, nonprofits must rethink their approach. Doug introduces the concept of "assumptions mapping," a technique that scrutinizes the foundational beliefs of an organization to ensure they are sound. He also discusses the importance of "pre-mortem" planning—analyzing potential points of failure before they occur. Continuing, Doug describes how flexibility is key. Instead of treating strategic plans as fixed roadmaps, nonprofits should refresh and iterate their plans regularly, integrating learning cycles every 90 days. This shift allows them to navigate unpredictability with agility and confidence. Doug also points to the need for nonprofits to cultivate an R&D mindset, setting aside 10-15% of resources for innovation and experimentation. "Every once in a while, one of these bets is going to hit, and when it does, it could change everything," he tells us. A nonprofit’s strategic plan should not be a rigid document—it should be a living framework that adapts, learns, and evolves. If your nonprofit can embrace this mindset, you’ll be better positioned to achieve meaningful, sustainable impact!
#StrategicPlanning #NonprofitLeadership Find us Live daily on YouTube! | |||
| Passing the Torch: Smart Succession Planning for Nonprofits | 03 Mar 2025 | 00:30:59 | |
In an era where leadership transitions are inevitable yet often overlooked, we’re digging deep into the timely topic of nonprofit succession planning, with two distinguished experts: Randy Brinson and Julia Burns. Together, they unravel the complexities of interim leadership, succession planning, and talent continuity in the nonprofit sector. The important conversation addresses the urgency of succession planning as a strategic imperative rather than a last-minute scramble. As Julia begins, "Succession planning is having this holistic, thoughtful strategy about your talent pipeline that both makes it effective for today and readies the organization for tomorrow." The duo dismantle the common misconception that succession planning is solely about replacing a CEO. Instead, it is a dynamic, organization-wide process that fosters leadership development and ensures mission continuity. Randy speaks to the broader scope of leadership transitions, stating, "If we have a cause that our organization is pursuing in the community, the best way for us to sustain success in that cause is to make sure we have a good talent pipeline of the people that we need to achieve that work." The two also tackle the hesitancy among board members to address leadership transitions and highlights the strategic advantage of treating succession as an opportunity rather than a crisis. Both Randy and Julia provide actionable insights you’ll be able to use, from gathering essential information to fostering a culture of leadership continuity. They also provide info about their upcoming ‘Succession Planning Consultant Boot Camp’, designed to equip consultants and nonprofit leaders with the tools needed to navigate transitions effectively. If nonprofit sustainability and leadership continuity matter to your organization, this episode is an essential watch. More about Third Sector Company. #NonprofitLeadership #SuccessionPlanning Find us Live daily on YouTube! | |||
| Cultivating Donors For The Long Term: It's Not Just The Ask! | 28 Feb 2025 | 00:30:52 | |
The critical art of cultivating donors for the long term—a concept that many nonprofits struggle to implement effectively. Co-host Julia Patrick sets the stage by highlighting the challenge: “We live check to check. Such a bad mentality… we just get this and then we’re moving.” She speaks to the need to shift from short-term survival mode to a sustainable donor cultivation strategy. Co-host Tony Beall, a leading nonprofit consultant, breaks down the process, distinguishing cultivation from stewardship and offering practical steps to build trust-based relationships with donors. One of Tony’s keys is the difference between cultivating and stewarding donors. He explains, “Cultivating a donor means getting them engaged, building trust, and preparing them to make an investment in your organization. Stewardship happens after the gift—it’s about gratitude and long-term relationship-building.” This distinction is crucial for nonprofits looking to create sustainable funding models. The fast (and often witty) conversation also tackles a major issue in the nonprofit sector: fundraiser burnout. Citing data from the Association of Fundraising Professionals, Julia describes how the average tenure of a development professional is only 19 months. Tony offers input on combating this trend: “I’m more interested in building trust than likability. Saying no with an explanation builds trust. And trust is what makes donors stay committed beyond any single fundraiser’s tenure.” The discussion extends to how fundraisers can navigate gatekeepers, effectively identify high-potential donors, and educate nonprofit leadership on the time and strategy required for successful fundraising. For any nonprofit leader, fundraiser, or board member looking to increase donor engagement and retention, this episode is packed with essential strategies to build that ‘sustainable donor pipeline’. #NonprofitFundraising #DonorCultivation #FundraisersFriday Find us Live daily on YouTube! | |||
| From Fear to Love: Nonprofit’s Guide to Financial Technology | 27 Feb 2025 | 00:31:22 | |
Are you ready to transform your nonprofit’s financial future? Host Julia Patrick sits down with Beth Larsen, Vice President of Client Accounting and Advisory Services at JMT Consulting, to demystify financial technology (Fintech) for nonprofits. Fintech often feels overwhelming, but Beth provides a roadmap to help organizations fall in love with technology solutions that streamline operations, enhance financial transparency, and ultimately drive greater mission impact. Beth acknowledges the fear that often accompanies tech transitions: “Those of us that have been through technology transitions can probably draw upon at least one or two experiences where things did not go well.” But she also reminds us of the possibilities: “Imagine a solution where data is flowing throughout your organization, eliminating manual duplication, and giving you real-time financial insights.” This episode explores why nonprofits must embrace financial technology, how to integrate departments for smoother transitions, and how to break down the fear associated with change. Beth also highlights the growing demand for nonprofits to provide more data-driven impact reports to funders and stakeholders, making efficient financial systems more critical than ever. Start your nonprofit’s journey toward financial efficiency and sustainability!
#NonprofitFintech #FinancialInnovation #TechForGood Find us Live daily on YouTube! | |||
| Where the Best Fundraising Talent Actually Looks For Jobs | 10 Oct 2025 | 00:30:02 | |
Julia C. Patrick and Tony Beall get practical about recruiting fundraising talent when Q4 urgency is peaking. They open with empathy for development teams sprinting toward holiday giving, then move straight into the realities leaders must manage: retention, clarity, and smarter channels for sourcing candidates. Tony reminds us of the data behind turnover—average tenure around 19 months—and turns that into a charge for boards and executives to assess culture and expectations, not just replace people. “I’m an advocate of putting salary ranges in job postings,” he says, framing transparency as both respectful and time-saving for everyone. The core lesson: start with a carefully crafted role. Compensation, deliverables, and core competencies belong upfront so you can source with precision. Julia pushes the conversation further: what if someone has been in the role for ten years? Tony offers a balanced lens—deep relationships can be a huge asset provided the organization’s future vision and the person’s strengths still connect. From there, they map pathways to strong candidates: specialized job boards (AFP global and chapter sites, Chronicle of Philanthropy, local consulting firms’ boards), professional networks, and the university pipeline. Today’s philanthropic studies programs and micro-credentials (including LinkedIn Learning) expand opportunities for both organizations and professionals; mid-career learners with real-world experience can be exceptional hires. Julia points to the Lodestar Center at ASU as an example of a robust regional hub producing talent across ages and backgrounds. They also cover the human side: discretion on LinkedIn (quietly indicating recruiter-friendly status), partnering with search firms, and managing communications in small communities where reputations travel fast. Tony’s encouragement is simple and memorable: “You have to be in it to win it.” That means showing up, telling trusted peers you’re exploring options, and being thoughtful about where and how you share. The episode closes with practical optimism. Recruiting well isn’t about luck—it’s about clarity, channels, and consistent relationship-building. Name the role. State the range. Know the competencies. Post where fundraisers actually look. Tap universities and certificates. And keep your personal brand healthy—because your next opportunity often starts with the conversations you have today!
#TheNonprofitShow #FundraisersFriday #NonprofitCareers Find us Live daily on YouTube! | |||
| Mastering Nonprofit Team Development: Insights from a Winning Professor! | 26 Feb 2025 | 00:31:34 | |
“The mission is not enough to motivate people to come to work.” Cohosts Julia Patrick and Wendy F. Adams sit down with powerhouse guest Yany San Luis, CEO and founder of The Win Woman, to discuss how to build a nonprofit team that drives lasting impact. Yany teaches us the nuances of effective team development, highlighting the importance of both structure and sustainability. She emphasizes that while passion ignites a mission, it is not enough to sustain an organization in the long run. Yany’s expertise centers on strategic growth, revenue generation, and providing outsourced development solutions for nonprofits looking to bolster fundraising and impact reporting. Throughout the conversation, she provides in detail how investing in the right people, processes, and tools creates a foundation for success—even in a sector that often struggles to attract and retain top talent. By referencing alarming statistics such as the average 16-month tenure of development officers, Yany urges leaders to rethink how they onboard, engage, and nurture their teams. She offers. . . “Loyalty is a two-way street, so we have to co-create a career experience for employees.” Far from a dry strategic session, this lively exchange brims with very practical ideas for NPO’s seeking to maximize each staff member’s potential. From microlearning opportunities and more frequent check-ins to reimagining board and funder involvement, Yany’s approach challenges nonprofits to break old habits and embrace a collaborative mindset. More about TheWinWoman.com
#NonprofitLeadership #TeamDevelopment #WinWoman Find us Live daily on YouTube! | |||
| The Future of Nonprofits: How Well-Being Fuels Lasting Success | 25 Feb 2025 | 00:31:52 | |
An invigorating conversation centering on a game-changing concept: weaving well-being into the very fabric of nonprofit strategy. Anthony A. Dicks, Jr. of 180 Management Group passionately redefines well-being as more than a mere perk, instead emphasizing its critical importance for holistic, sustainable organizational success—especially amidst the evolving complexities of our time. Anthony begins by describing how work can deplete even the most dedicated leaders, stating, “Doing well can compromise well-being…because by doing all the things you're supposed to do, you end up giving so much of yourself.” He reminds us that nonprofits thrive only when their people do—both financially and mentally. This means mindfully designing a culture where the physical, emotional, and social needs of team members are proactively supported. Anthony stresses that leadership itself can be grueling, requiring a resilience strategy every bit as vital as funding or program planning.
In exploring “strategic resilience,” Anthony offers a transformative perspective: organizations must intentionally prepare leaders for the tough decisions and challenges they will inevitably encounter. By providing coaching, building community, and embedding resilience into their strategic plans, nonprofits can create pipelines of healthy, future-ready leaders. He says, “We can’t just assume resilience. We have to create environments that enhance it and replenish it.” This conversation, with host Julia Patrick, brims with actionable ideas for nonprofits seeking to elevate their impact. Far from mere theory, Anthony provides grounded approaches, like prioritizing mental health and forging authentic peer support networks. The result is an inspiring call to treat resilience as a cornerstone of operational excellence. While rooted in today’s reality—including lessons learned from the pandemic—the discussion looks forward, championing a new era where strategic planning and well-being go hand in hand.
#StrategicResilience #NonprofitWellBeing #LeadershipMatters Find us Live daily on YouTube! | |||
| Beyond the Crown: The British Asian Trust’s Strategy for Lasting Change! | 24 Feb 2025 | 00:30:43 | |
In this enlightening conversation, Richard Hawkes, CEO of the British Asian Trust, delves into the intricacies of British royal charities and the unique challenges of international development work. Hawkes leads an organization founded by His Majesty King Charles III (when he was the Prince of Wales) and an influential group of British Asian business leaders. The British Asian Trust focuses on South Asia—India, Pakistan, Bangladesh, and Sri Lanka—by partnering with local nonprofits to tackle issues such as education, livelihoods, mental health, and child trafficking. Early in the conversation, Hawkes clarifies that royal patronage is not a financial windfall that magically solves funding challenges. Rather, “He doesn’t have a formal legal role in the running of the organization, however, he’s hugely interested in what we do,” Hawkes states, emphasizing that King Charles actively engages with and advises the Trust on strategic directions but does not provide direct funding. This level of royal endorsement lends credibility, Hawkes explains, but it also heightens the Trust’s sense of responsibility. There is meticulous due diligence in both project selection and donor vetting to uphold the high standards that come with royal patronage. The interview then pivots to the broader context of the UK nonprofit sector, where economic pressures and post-COVID fallout have increased the need for charitable services while simultaneously tightening financial resources. According to Hawkes, these conditions can spur innovative strategies, such as social enterprises and new fundraising models, to address growing demands. One particularly theme is the importance of data-driven impact. Hawkes shares how the British Asian Trust has been pioneering development impact bonds to ensure measurable results: philanthropic funding is disbursed only when certain outcomes—like improved literacy or numeracy—are independently validated. “There’s a big difference between wanting to do good and actually doing good,” he says, pointing to the necessity of evidence-based practice. Hawkes also speaks candidly about navigating the colonial history that still shapes realities in South Asia. His organization’s approach prioritizes local decision-making, with substantial in-country teams and partnerships that empower communities to identify challenges and co-develop solutions. This model intentionally breaks from any vestiges of paternalistic aid, focusing on true collaboration. You’ll gain a nuanced understanding of what it means to be a “royal founding patron charity,” how international nonprofits can respond to social and economic pressures, and why data, evidence, and cultural context are so pivotal to successful interventions. Most importantly, the conversation highlights how passion for social change, guided by strategic collaboration and backed by a dose of rigorous measurement, is the driving force behind the British Asian Trust’s sustainable impact in South Asia. More about BritishAsianTrust.org #RoyalCharities #GlobalPhilanthropy #SouthAsiaFocus Find us Live daily on YouTube! | |||