Join the experts at IPM Advancement for discussion and insights into nonprofit fundraising, membership, advocacy and more. Each show covers a different aspect of advancement, with topics ranging from annual giving to capital campaigns and everything in between.
For nonprofits, stories matter. But the underlying narratives that shape how people make sense of the world matter even more. As narrative change takes on a larger role in strategic planning, leaders, boards, and funders are asking a critical question: How do we know if it's actually working? In today's episode, Josh Gryniewicz and Brett Davidson discuss ways nonprofits of all sizes can measure the impact of narrative change work and why that measurement matters. Tune in to learn practical frameworks for assessing narrative impact, including how to think collaboratively, how to spot meaningful signals of change, and how to make a stronger case for narrative strategy with funders and decision-makers. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Measuring Narrative Change: Moving From Theory to Practice by Brett Davidson https://ssir.org/articles/entry/measuring_narrative_change_moving_from_theory_to_practice [NPFX] Co-Creating Solutions: The Next Level of Community Listening https://www.ipmadvancement.com/npfx/co-creating-solutions-the-next-level-of-community-listening-narrative-strategy [NPFX] From Micro-Stories to Meta-Narratives: How to Influence Perception and Drive Change https://www.ipmadvancement.com/npfx/from-micro-stories-to-meta-narratives-how-to-influence-perception-and-drive-change-narrative-strategy [NPFX] Authentic, Ethical, and Effective Messaging — From Theory to Practice https://www.ipmadvancement.com/npfx/authentic-ethical-and-effective-messaging-from-theory-to-practice [NPFX] Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition https://www.ipmadvancement.com/npfx/flipping-the-script-using-narrative-strategy-to-improve-messaging-and-prevent-donor-attrition [NPFX] How to Find Authentic Voices That Inspire Action https://www.ipmadvancement.com/npfx/narrative-strategy-how-to-find-authentic-voices-that-inspire-action Guests Josh Gryniewicz is the founder and Chief Narrative Strategist at Odd Duck, a storytelling-for-social-change creative consultancy focused on impact-driven organizations. Josh is the co-author of the award-winning national bestseller, Interrupting Violence. For over a decade, he has worked in nonprofit communication. In 2018, he founded Odd Duck to combine his passions for storytelling and social change. The agency's Navigating Misinformation for Community Health framework has been shared with over a thousand community health organizations. Odd Duck has worked with nearly a hundred change-making organizations and advised hundreds more, including the Centers for Disease Control & Prevention, the Harvard School of Public Health, and the White House. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ https://www.interruptingviolence.com/ Brett Davidson is founder and principal at Wingseed LLC, where he supports social justice changemakers around the world to amplify their impact. Brett also serves as Lead of Narrative Field-Building with IRIS, the International Resource for Impact and Storytelling. Previously he was director of Media and Narratives at the Open Society Public Health Program, where he led an international team focused on changing long-held social narratives impacting health equity. Prior to joining Open Society in 2010, Davidson was a media consultant to civil society organizations in Southern and Eastern Africa. He previously served as program manager at the South African democracy institute Idasa, where he helped community radio stations develop participatory news and current affairs programming. Before that, he worked as a presenter and producer in radio current affairs at the South African Broadcasting Corporation, and in collaboration with the BBC. https://www.linkedin.com/in/brettdav/ https://www.wingseed.org/ https://brettdavidson.substack.com/ Hosts Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ https://www.ipmadvancement.com/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
12/19/25 • 30:54
Private funders are increasingly shifting from funding short-term service delivery to long-term systems change, pushing nonprofits to rethink their role in their community. Many are now asking, how do we stay mission-focused while building the relationships needed to attract funders who want deeper change? In today's episode, we explore the idea of power ecosystems — what they are, how they work, and why they're reshaping the nonprofit-funder relationship. Tune in to learn how to identify your power ecosystem, build collective power, and engage private funders more effectively. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Public Health and Racial Equity (PHaRE) Model for Systems Change https://gingerleeglobal.com/public-health-and-racial-equity-phare-model-for-systems-change/ [NPFX] Rethinking How We Do Good: What We Can Learn from This Funding Crisis https://www.ipmadvancement.com/npfx/rethinking-how-we-do-good-what-we-can-learn-from-this-funding-crisis [NPFX] Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically https://www.ipmadvancement.com/npfx/federal-funding-uncertainty-how-to-assess-the-risks-and-respond-strategically [NPFX] Building Resilience in the Face of Funding Cuts https://www.ipmadvancement.com/npfx/building-resilience-in-the-face-of-funding-cuts [NPFX] Advocacy Matters: Defending Federal Funding for Nonprofits https://www.ipmadvancement.com/npfx/advocacy-matters-defending-federal-funding-for-nonprofits Guests Ginger Lee, DrPH, is the founder of the Ginger Lee Global Health Consulting Group, supporting communities and organizations committed to social justice and equitable systems change. Raised in low-resourced neighborhoods, she brings a deep commitment to community power building and transformational change. Dr. Lee has served as CEO of two nonprofits, a highly successful development director, a government policy maker, and president of a globally focused foundation. Her expertise centers on systems and organizational change, non-profit leadership, and on shifting traditional philanthropy to invest in systems-level solutions alongside direct service. She is the author of the research-based Public Health and Racial Equity (PHaRE) Model for Systems Change, which clarifies the mechanisms for systems transformation led by communities most impacted by inequities. https://www.linkedin.com/in/weavingchange/ https://gingerleeglobal.com/ Dr. Anthony "Tony" Iton, CEO of The Health Trust, is a physician, attorney, public health leader, and nationally recognized advocate for health equity. Over a career spanning more than 30 years, Dr. Iton has tackled systemic barriers to health and championed community-led solutions to address inequities. At The California Endowment, he served as Senior Vice President for Healthy Communities, leading the landmark $1 billion, 10-year Building Healthy Communities initiative—one of the largest philanthropic efforts of its kind in the nation. His visionary leadership focused on empowering marginalized communities, shifting policy systems, and reimagining public health practices. Dr. Iton holds an MD from Johns Hopkins University, a JD and MPH from UC Berkeley, and a BS in Neurophysiology from McGill University. He is a Lecturer of Health Policy and Management at UC Berkeley's School of Public Health and serves on the boards of national organizations focused on health equity, including the Public Health Institute and Prevention Institute. https://www.linkedin.com/in/drtonyiton/ https://healthtrust.org/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect, a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Hosts Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ https://www.ipmadvancement.com/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
12/5/25 • 44:11
Community listening sessions are essential for effective nonprofit work, yet too often they become a box-checking exercise rather than a chance to uncover blind spots and foster true collaboration. In today's episode, Josh Gryniewicz interviews Dana Perlman to explore practical strategies for meaningful, co-creative listening. Tune in for a fresh perspective on systems change, community listening, and narrative strategy. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Dana Pearlman's Systems Change toolkits (free download) https://danapearlman.com/toolkits [NPFX] From Micro-Stories to Meta-Narratives: How to Influence Perception and Drive Change https://www.ipmadvancement.com/npfx/from-micro-stories-to-meta-narratives-how-to-influence-perception-and-drive-change-narrative-strategy [NPFX] Authentic, Ethical, and Effective Messaging — From Theory to Practice https://www.ipmadvancement.com/npfx/authentic-ethical-and-effective-messaging-from-theory-to-practice [NPFX] Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition https://www.ipmadvancement.com/npfx/flipping-the-script-using-narrative-strategy-to-improve-messaging-and-prevent-donor-attrition [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofit-s-case-for-support-just-isn-t-working [NPFX] How to Find Authentic Voices That Inspire Action https://www.ipmadvancement.com/npfx/narrative-strategy-how-to-find-authentic-voices-that-inspire-action Guests Josh Gryniewicz is the founder and Chief Narrative Strategist at Odd Duck, a storytelling-for-social-change creative consultancy focused on impact-driven organizations. Josh is the co-author of the award-winning national bestseller, Interrupting Violence. For over a decade, he has worked in nonprofit communication. In 2018, he founded Odd Duck to combine his passions for storytelling and social change. The agency's Navigating Misinformation for Community Health framework has been shared with over a thousand community health organizations. Odd Duck has worked with nearly a hundred change-making organizations and advised hundreds more, including the Centers for Disease Control & Prevention, the Harvard School of Public Health, and the White House. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ https://www.interruptingviolence.com/ Dana Pearlman is the founder of ChangeLeaders Network. As a systems change designer, facilitator, and catalyst, she helps individuals, teams, and organizations innovate and thrive. Her work spans one-on-one mentoring, multi-stakeholder workshops, and large-scale transformation efforts. She equips groups with practical skills in dialogue, systems thinking, complexity navigation, and creative problem solving while fostering inclusive environments that honor diverse perspectives. Drawing on a versatile toolkit of frameworks and methodologies, Dana collaborates across sectors to co-create pathways toward shared goals. She also speaks on co-creation and leadership development and designs education programs and change labs, bringing a holistic and experiential approach grounded in her multidisciplinary academic background. https://www.linkedin.com/in/dana-pearlman-27134312/ https://danapearlman.com/ Hosts Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ https://www.ipmadvancement.com/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
11/17/25 • 33:04
According to the Giving USA 2025 report, individual giving rose from last year. But three-quarters of dollars raised came from just 3% of donors. When giving is this top-heavy, should you keep investing in your annual fund program? In today's episode, we explore why the annual fund remains essential for long-term donor relationships — with insights on donor retention, stewardship through storytelling, and direct mail strategies to re-engage lapsed donors and strengthen your donor pipeline. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/npfx/giving-usa-2023-key-insights-behind-the-numbers Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. https://www.linkedin.com/in/coltonstrawser/ https://www.coltonstrawser.com/ Samantha Timlick, partner & CEO of IPM Advancement, has been with IPM since launch. She's worked with nonprofit clients on donor renewal, appeal, stewardship, and acquisition programs encompassing more than 250 million total recipients across all fundraising channels — including highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ https://www.ipmadvancement.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
10/29/25 • 50:12
The goal of narrative strategy is to influence a community's perception of an issue to enroll support and inspire real change. To do so, your nonprofit must first understand what makes up the "narrative ecosystem" in which all of your messaging lives. In today's episode, Josh Gryniewicz returns to explain the six "units of narrativity." Learn how to shape storytelling at every level so your nonprofit's communications and fundraising efforts connect more deeply and deliver greater impact. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Units of Narrativity graphic (from Odd Duck) https://www.dropbox.com/scl/fi/6qh09z91yqzys14b8ilb1/Odd_Duck_Narrative_Ecosystem.pdf?rlkey=lba3tkl7oq9bs6d91pgriv76k&dl=0 "Narrative Framing as Advocacy" Resource Center [Alliance for Early Success] https://earlysuccess.org/resource-centers/narrative-framing-as-advocacy/ [NPFX] Authentic, Ethical, and Effective Messaging — From Theory to Practice https://www.ipmadvancement.com/npfx/authentic-ethical-and-effective-messaging-from-theory-to-practice [NPFX] Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition https://www.ipmadvancement.com/npfx/flipping-the-script-using-narrative-strategy-to-improve-messaging-and-prevent-donor-attrition [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofits-case-for-support-just-isnt-working [NPFX] How to Find Authentic Voices That Inspire Action https://www.ipmadvancement.com/npfx/narrative-strategy-how-to-find-authentic-voices-that-inspire-action Josh Gryniewicz is the founder and Chief Narrative Strategist at Odd Duck, a storytelling-for-social-change creative consultancy focused on impact-driven organizations. Josh is the co-author of the award-winning national bestseller, Interrupting Violence. For over a decade, he has worked in nonprofit communication. In 2018, he founded Odd Duck to combine his passions for storytelling and social change. The agency's Navigating Misinformation for Community Health framework has been shared with over a thousand community health organizations. Odd Duck has worked with nearly a hundred change-making organizations and advised hundreds more, including the Centers for Disease Control & Prevention, the Harvard School of Public Health, and the White House. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ https://www.interruptingviolence.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
10/3/25 • 33:48
Donors today — especially younger generations — are demanding greater transparency and efficacy from the nonprofits they support. To meet these needs, your nonprofit's narrative strategy must evolve beyond traditional fundraising messaging. In today's episode, host Russ Phaneuf and guests Sadé Dozan and Josh Gryniewicz follow-up their recent Bridge Conference presentation with a special Q&A designed to help you apply narrative strategy to real world challenges. Tune in as they workshop specific examples for nonprofits, big and small. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Bridge Conference presentation slides: https://www.dropbox.com/scl/fi/auar9jfot0i6t0junjo8k/Flipping_the_Script_Track_13_Breakout_7_vF4.pdf?rlkey=w2lljvhnmtb8dzo4mgf7khtt6&dl=0 [NPFX] Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition https://www.ipmadvancement.com/npfx/flipping-the-script-using-narrative-strategy-to-improve-messaging-and-prevent-donor-attrition Sadé Dozan is the Vice President of Advancement at Borealis Philanthropy, where she leads efforts to mobilize transformative resources for grassroots movements at the heart of building a more just and inclusive democracy. She views philanthropy as a vehicle for community-led change — where investments not only meet urgent needs but also amplify narrative power and long-term infrastructure for liberation. With two decades in nonprofit leadership, Sadé has designed and scaled initiatives across housing, care, disability justice, education, health equity, and criminal justice reform. Sadé is a trusted advisor and board member to key movement and philanthropic organizations. She is also the founder of Melanate., an equity incubation project designed to shift philanthropic ecosystems and reimagine fundraising as a practice rooted in equity and care. https://www.linkedin.com/in/sade-dozan-cfre-9a496665/ https://borealisphilanthropy.org/ Josh Gryniewicz is the founder and Chief Narrative Strategist at Odd Duck, a storytelling-for-social-change creative consultancy focused on impact-driven organizations. Josh is the co-author of the award-winning national bestseller, Interrupting Violence. For over a decade, he has worked in nonprofit communication. In 2018, he founded Odd Duck to combine his passions for storytelling and social change. The agency's Navigating Misinformation for Community Health framework has been shared with over a thousand community health organizations. Odd Duck has worked with nearly a hundred change-making organizations and advised hundreds more, including the Centers for Disease Control & Prevention, the Harvard School of Public Health, and the White House. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ https://www.interruptingviolence.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
9/18/25 • 40:15
What does it mean to be a nonprofit today, and how did we reach a point where so many organizations feel underfunded, under attack, and uncertain about their future? The challenges the nonprofit sector is facing didn't come out of nowhere; they're rooted in deeper systemic issues, and they raise fundamental questions about the role of nonprofits in society. In today's episode, we discuss how we got here, what's changing, and where the sector can and should go next. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically https://www.ipmadvancement.com/npfx/federal-funding-uncertainty-how-to-assess-the-risks-and-respond-strategically [NPFX] Building Resilience in the Face of Funding Cuts https://www.ipmadvancement.com/npfx/building-resilience-in-the-face-of-funding-cuts [NPFX] Advocacy Matters: Defending Federal Funding for Nonprofits https://www.ipmadvancement.com/npfx/advocacy-matters-defending-federal-funding-for-nonprofits Melissa Cowley Wolf has over 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm MCW Projects LLC in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the Arts Funders Forum (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ https://www.mcw-projects.com/ https://www.artsfundersforum.com/ Patton Hindle is the Executive Director of Artadia, a nonprofit grantmaker that centers artists in their vital role in society through providing funding and professional development in 7 US cities. Most recently, Patton was the Head of Forward Funds, Kickstarter's first social impact. She also served as the Head of Arts at Kickstarter for 5 years, working closely with artists, collectives, arts organizations, and cultural institutions around the world to help them realize creative and ambitious ideas. Patton is a co-author of How to Start and Run a Commercial Art Gallery and was a 2019 Catherine Hannah Behrend Fellow at 92Y Women inPower in New York. Patton served as an advisor to Mellon Foundation and is currently on the Board of Directors of The Laundromat Project, serves as the secretary of the Board of Directors of Socrates Sculpture Park, and she is a mentor for New Inc. https://www.linkedin.com/in/patton-hindle/ https://www.pattonhindle.com/ https://artadia.org/ George Suttles is a recognized expert on the intersection of philanthropy, racial equity, and nonprofit finance. He's passionate about helping the sector confront its toughest challenges. Prior to his current role, George was a Program Officer at the John A. Hartford Foundation, an independent, national private foundation focused on improving care for older adults. Before joining the foundation, he was a Vice President, Senior Philanthropic Relationship Manager at U.S. Trust/Bank of America. In this role he worked with private and institutional clients on issues related to best practices in strategic grantmaking. He is a member of numerous nonprofit boards including the New York Foundation, where he serves as chair. George received a B.A. from Wesleyan University, an M.A. in Philanthropic Studies from Indiana University Lilly Family School of Philanthropy (IUPUI), and an M.P.A. from Baruch CUNY School of Public Affairs. https://www.linkedin.com/in/georgesuttles/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
8/5/25 • 41:38
Good donor stewardship is rooted in human connection, where every donor is acknowledged regardless of the size of their contribution. In this episode, Sami Zoss sits down with Mikey Latner, founder of Project:Camp, to discuss how even the smallest nonprofit can create meaningful relationships with their supporters. Learn how Mikey makes his donors feel seen and appreciated, and how his passionate, human-centered stewardship transforms supporters into mission advocates. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Donor Stewardship: Helping Donors Find Meaning through Philanthropy https://www.ipmadvancement.com/npfx/donor-stewardship-helping-donors-find-meaning-through-philanthropy [NPFX] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/npfx/meaningful-donor-relationships-the-key-to-financial-stability [NPFX] Measuring More than Money: Why Donor Relationships Matter https://www.ipmadvancement.com/npfx/measuring-more-than-money-why-donor-relationships-matter Sami Zoss is the founder of Zoss Collaborations, a business solutions consulting firm specializing in nonprofit growth and operational efficiency. With an MBA in Finance and Marketing, Sami brings a wealth of expertise in donor engagement, technology integration, and strategic planning to her clients. Before founding Zoss Collaborations, Sami served as the COO and later as Acting CEO of the Dakota State University Foundation, where she led record-breaking fundraising campaigns and implemented innovative donor engagement strategies that significantly expanded DSU's donor base. In addition to her work with educational institutions, she has been a dedicated volunteer with organizations like Camp Gilbert Inc., supporting children with Type 1 diabetes. https://www.linkedin.com/in/samizoss/ https://samizoss.com/ Mikey Latner is the executive director of Project:Camp. A former camp director with two decades of camp experience under his belt, Mikey founded Project:Camp with the idea that camp and childcare professionals have critical skills to offer in times of emergency. In developing their pop-up camp model, Mikey sought to use the structure of camp as a vehicle to bring joy, safety, and peace of mind to children and parents impacted by natural disasters. He hopes this work leads to a seismic shift in the disaster response ecosystem, creating a more holistic, trauma-informed and community-driven model that prioritizes the needs of families during emergencies. https://www.linkedin.com/in/mikey-latner-19b268171/ https://projectcamp.co/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
7/17/25 • 38:33
Many nonprofits invest valuable time and money into messaging that never quite connects. In today's episode, Josh Gryniewicz interviews Kurt Shaw about innovative strategies for finding and amplifying the voices that inspire action and change. You'll learn practical techniques for building trust, co-creating stories with community members, and using both fictional and non-fictional narratives to reveal deeper truths that challenge the status quo and create more genuine, transformative communication. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition https://www.ipmadvancement.com/npfx/flipping-the-script-using-narrative-strategy-to-improve-messaging-and-prevent-donor-attrition [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofits-case-for-support-just-isnt-working Josh Gryniewicz, founder of Odd Duck, a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, Interrupting Violence, a moving story of redemption and social change. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Kurt Shaw studied philosophy at Williams and classics at Harvard, but his most formative education came from two years in Central American refugee camps and Colombian slums, where he found the thinking of poor and marginalized people more compelling than that of many philosophers. Kurt built the world's largest network of grassroots organizations serving street children, helping reduce the number of kids living on Latin American streets. With co-director Rita da Silva at Usina da Imaginação, he pioneered collaborative filmmaking with youth — directing the first feature made entirely by ex-child soldiers, producing an indigenous telenovela in Bolivia, and creating the first fictional film in the Amazonian Tukano language. Their film The Princess in the Alleyway was named Best Film of 2017 by the Subversive Cinema Society, and their 2019 documentary The Other Side of the Other aired for two years on Brazilian public TV. In addition to publishing academic articles, novels, and books on topics from political philosophy to Amazonian epidemiology, he's also produced hip-hop and pop albums, and earned a Fulbright, Harvard's First Decade Award, the Freedom to Create Prize, and the UN Intercultural Innovation Award. In 2022, he was named an Academic Visitor at Oxford University. https://usinadaimaginacao.org/ https://br.linkedin.com/company/usina-da-imagina%C3%A7%C3%A3o/ https://www.youtube.com/watch?v=W7QgkCOElSc https://shinealight.org Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 35 years. In his roles as senior consultant with IPM Advancement and founder of VisionConnect LLC, Rich offers extensive understanding and knowledge in capital campaigns, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/ https://www.visionconnectllc.com/
6/25/25 • 47:57
Great donor stewardship goes beyond thank-you notes — it creates a sense of meaning for the donor. In this kickoff episode of our new series on stewardship, Sami Zoss sits down with Dzenan Berberovic, Chief Philanthropy Officer at Avera Health, to explore how thoughtful stewardship can deepen relationships, celebrate generosity, and offer donors what they truly seek: a lasting sense of purpose and impact. Learn why stewardship isn't just a follow-up tactic — it's central to transformative fundraising. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/npfx/meaningful-donor-relationships-the-key-to-financial-stability [NPFX] The Challenges Facing Higher Ed Fundraisers https://www.ipmadvancement.com/npfx/the-challenges-facing-higher-ed-fundraisers [NPFX] Measuring More than Money: Why Donor Relationships Matter https://www.ipmadvancement.com/npfx/measuring-more-than-money-why-donor-relationships-matter Sami Zoss is the founder of Zoss Collaborations, a business solutions consulting firm specializing in nonprofit growth and operational efficiency. With an MBA in Finance and Marketing, Sami brings a wealth of expertise in donor engagement, technology integration, and strategic planning to her clients. Before founding Zoss Collaborations, Sami served as the COO and later as Acting CEO of the Dakota State University Foundation, where she led record-breaking fundraising campaigns and implemented innovative donor engagement strategies that significantly expanded DSU's donor base. In addition to her work with educational institutions, she has been a dedicated volunteer with organizations like Camp Gilbert Inc., supporting children with Type 1 diabetes. https://www.linkedin.com/in/samizoss/ https://samizoss.com/ Dzenan Berberovic was born in Bosnia, one of the poorest countries in the world. He spent six years as a refugee in Germany before immigrating to the United States when he was nine. Inspired by the generosity of strangers, Dzenan discovered his life's calling: philanthropy. Today, he serves Avera Health as Chief Philanthropy Officer. As the steward of Avera's 20,000+ annual benefactors, Dzenan has served and led teams to raise more than $600 million. Dzenan was named the Outstanding Young Professional by the Association of Fundraising Professionals (AFP) Global. Before transitioning to healthcare, he received the Rising Star Award from the Council for Advancement in Support of Education (CASE). The Association for Healthcare Philanthropy (AHP) honored him as a 40 Under 40 recipient. Dzenan received a graduate degree from Saint Mary's University of Minnesota in Philanthropy and Development. https://www.linkedin.com/in/dzenanb/ https://www.avera.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
5/22/25 • 41:18
Radical shifts in federal funding priorities continue to create widespread uncertainty across the nonprofit sector. In today's episode, we explore strategies to build organizational resilience, collaborate with other nonprofits, and communicate effectively with donors and funders during difficult times. We also examine the unique value a consultant brings, and share key criteria for choosing the right advisor to help your nonprofit thrive. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically https://www.ipmadvancement.com/npfx/federal-funding-uncertainty-how-to-assess-the-risks-and-respond-strategically [NPFX] Advocacy Matters: Defending Federal Funding for Nonprofits https://www.ipmadvancement.com/npfx/advocacy-matters-defending-federal-funding-for-nonprofits Laura Rosi, Esq. is the Chief Executive Officer at Housing Families. She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families' Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. https://www.linkedin.com/in/laurarosiesq/ https://housingfamilies.org/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect, a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
4/28/25 • 33:29
When federal funding is at risk, diversification is a smart long-term strategy. But there's a more immediate response nonprofits can't afford to ignore — advocacy. In this episode, we break down what advocacy really means, how it works, and why it's essential for every nonprofit to get involved right now. Join us as we explore how to make your voice heard and protect the funding that fuels your mission. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Advocacy & Lobbying Resources for Nonprofits https://patlibby.com The Nonprofit Alliance's Action Alerts about Federal Funding https://tnpa.org/federalfunding/ Alliance for Justice Resource Library https://afj.org/resource-library/ [NPFX] Can Nonprofits Lobby? How LGBTQ and Other Organizations Can Influence Lawmakers https://www.ipmadvancement.com/npfx/can-nonprofits-lobby-how-lgbtq-and-other-organizations-can-influence-lawmakers Pat Libby is one of the nation's leading experts on citizen lobbying campaigns. A long-time nonprofit leader, consultant, and recovering academic, Pat has made it her mission to teach nonprofit leaders and everyday people how to create change through the legislative process. She is the author of The Empowered Citizens Guide and The Lobbying Strategy Handbook — funny, relatable books written for anyone who sees a glaring injustice or community-wide problem and wants to scream, "There ought to be law!" but doesn't know how to make it happen. Pat makes conducting a successful grassroots lobbying campaign seem relatively painless by sharing her easy-to-follow formula and pulling the curtain back on things we think we should know but don't. The books are illustrated by real-life examples of people who used her 10-step strategy to pass laws, and contain detailed information on the rules governing nonprofit lobbying. Pat created her strategy while leading a nonprofit organization; since then, it has been used by novice citizen activists throughout the country to pass new laws, including many in California where she resides. You can find many free resources on her website. https://www.linkedin.com/in/patlibbynonprofitconsulting/ https://patlibby.com Kendra E. Davenport, MPL, CFRE, is President and CEO of Easterseals, a leading organization that makes a lasting difference in the lives of 1.5 million people each year by providing essential services to children and adults with disabilities, older adults, veterans, and their families. Kendra oversees the National Office and a federated network of 70 Affiliates whose markets cover 48 states and Washington, D.C. For more than three decades, Kendra has been a leader and innovator in the nonprofit sector, with a consistent focus to facilitating critical services and interventions with organizations specializing in health and human services and disability rights, ensuring everyone can lead full lives. Kendra has extensive management experience, having managed over 1,000 international staff across eighteen sub-Saharan countries while working for one of the largest African American-founded and led nonprofits at the time. She is highly regarded not only for her extensive work in the nonprofit sector and for her leadership amid change, but for her commitment to transparency, accountability, and strong focus on collaboration. Kendra is a graduate of Georgetown University's McCourt School of Public Policy, and serves on boards for organizations that span health, education, civil rights and social action, and economic empowerment. https://www.linkedin.com/in/kendradavenport/ https://www.easterseals.com/ Shannon McCracken is the founding CEO of The Nonprofit Alliance and has been named to The NonProfit Times Power & Influence Top 50 for the last three years. She spent two years as Charity Navigator's Chief Development Officer, facilitating communication with nonprofit organizations and increasing resources to ensure the successful implementation of a new strategic plan, and subsequently served on Charity Navigator's board of directors. Shannon spent 17 years with Special Olympics International, most recently as Vice President of Donor Development. While at Special Olympics, she served as the DMA Nonprofit Federation Advisory Council Chair and Chair of the Ethics Committee. Shannon is a Certified Association Executive with a master's in Nonprofit and Association Management. She serves on the Fundraising.AI Advisory Council and the Fundraising Effectiveness Project Steering Committee as Government Relations Chair. https://www.linkedin.com/in/smccracken/ https://tnpa.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
3/31/25 • 41:48
Recently, a series of rapid-fire decisions by the Trump administration sent shockwaves through the nonprofit sector, leaving many organizations uncertain about the future of their federal grants. In today's episode, our expert panel explores strategies nonprofits can implement to assess the challenges they face and survive potential funding cuts. With insights on collaboration, donor communication, impact assessments, and advocacy, this episode offers a lifeline to nonprofits facing unprecedented challenges. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Nonprofit Collaboration: The Power of Partnership https://www.ipmadvancement.com/npfx/nonprofit-collaboration-the-power-of-partnership [NPFX] The Intersection of Organizational Wellness and Impact https://www.ipmadvancement.com/npfx/the-intersection-of-organizational-wellness-and-impact [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/npfx/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect, a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Lauren Steiner is the Founder and CEO of Grants Plus, the nation's leading grant consulting firm, specializing in securing grant funding for healthcare organizations. With over 20 years of experience in philanthropy and nonprofit development, Lauren has led her team in winning hundreds of millions in funding for clients. Lauren has contributed to key philanthropic initiatives, including The Giving Institute and the Generosity Commission and formerly co-chaired the editorial board of Giving USA. She has been an avid presenter on grant-seeking topics, both in person and virtually, for AFP, Grants Professionals Association (GPA), The Giving Institute/Giving USA, the Chronicle of Philanthropy, as well as a frequent guest on podcasts including GrantStation, Blackbaud's Engage Podcast, Successful Nonprofits, and more. Lauren is known for her practical, real-world approach to grant-seeking, ensuring attendees walk away with actionable takeaways. https://www.linkedin.com/in/lauren-steiner/ https://grantsplus.com/ Anne Newland, MD, MPH has spent her career as a physician and executive in the primary care safety net. She currently serves as the Chief Executive Officer for North Country HealthCare, a federally-qualified community health center with clinics in 11 communities in northern Arizona. She trained in Internal Medicine-Pediatrics at the University of Tennessee-Memphis, served as Chief Resident for Internal Medicine at UT, and later completed a Master in Public Health degree at Harvard School of Public Health as a Commonwealth Fund Fellow in Minority Health Policy. Dr. Newland launched a community-based Family Medicine residency program in 2020 and is planning a Psychiatry residency program to train psychiatrists in rural northern Arizona. Dr. Newland has served on many community boards and, and she has worked with elected officials and other stakeholders to create new pathways to fund graduate medical education. https://www.linkedin.com/in/anne-newland-392914a/ https://northcountryhealthcare.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
3/1/25 • 39:40
Nonprofits worked hard last year and gained valuable insights along the way. In today's episode, we share the top lessons learned by 10 fundraising professionals, and ways to apply them to make an even greater impact in 2025. Listen for tips on donor engagement, the importance of managing your data, leveraging your annual fund for major gifts, the value of unrestricted funds for capacity building, and more — plus a message of inspiration that every nonprofit should hear. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Measuring More than Money: Why Donor Relationships Matter https://www.ipmadvancement.com/npfx/measuring-more-than-money-why-donor-relationships-matter [NPFX] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/npfx/meaningful-donor-relationships-the-key-to-financial-stability Shereese Floyd is CEO of Witness My Life and founder of AI Consultants for Nonprofits. With more than 20 years of experience in nonprofit marketing, Shereese has helped organizations increase their influence and revenue, generating over $2 million in direct campaigns. She is dedicated to social change, with a focus on development, branding, women's leadership, and artificial intelligence. Through AI Consultants for Nonprofits, Shereese offers AI literacy and training programs tailored to nonprofits, schools, and government entities. Her approach empowers organizations to certify internal team members as AI experts, fostering a culture where technology handles routine tasks, allowing people to focus on meaningful work. Shereese's mission is to make AI accessible and beneficial for organizations focused on social good. https://www.linkedin.com/in/shereesefloyd/ https://aiconsultantsfornonprofits.com/ Sami Zoss, is the founder of Zoss Collaborations, a business solutions consulting firm specializing in nonprofit growth and operational efficiency. With an MBA in Finance and Marketing, Sami brings a wealth of expertise in donor engagement, technology integration, and strategic planning to her clients. Before founding Zoss Collaborations, Sami served as the COO and later as Acting CEO of the Dakota State University Foundation, where she led record-breaking fundraising campaigns and implemented innovative donor engagement strategies that significantly expanded DSU's donor base. In addition to her work with educational institutions, she has been a dedicated volunteer with organizations like Camp Gilbert Inc., supporting children with Type 1 diabetes. https://www.linkedin.com/in/samizoss/ https://samizoss.com/ Samantha Timlick, partner & CEO of IPM Advancement, has been with IPM since launch. She's worked with nonprofit clients on donor renewal, appeal, stewardship, and acquisition programs encompassing more than 250 million total recipients across all fundraising channels — including highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ https://www.ipmadvancement.com/ Emily Berry leads the Annual Giving effort at Miami University, generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. https://www.linkedin.com/in/emily-berry-3b23867/ https://moveinmiami.org/ Nicolette Dumais is the Constituent Communications Manager at USS Hornet Sea, Air and Space Museum. She excels at crafting and executing strategic fundraising plans, building lasting stakeholder relationships, and identifying funding opportunities to drive organizational growth. Nicolette has successfully led development teams, fostering collaboration and professional growth. Holding a Bachelor's in Communications and a Master's in Nonprofit Management, she combines deep expertise with a passion for making an impact, helping organizations achieve sustainable success. https://www.linkedin.com/in/nicolette-dumais/ https://uss-hornet.org/ Josh Gryniewicz, founder of Odd Duck, a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, Interrupting Violence, a moving story of redemption and social change. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Ally Barron is Chief Development & Communications Officer at the Hope and Heal Fund. With over 15 years of experience, her expertise spans corporate social responsibility, fundraising strategy, donor relations, event management, and strategic communications. In her current role, Ally has transformed fundraising strategies, securing over $2.5 million annually and cultivating a $5 million grant from Governor Gavin Newsom's Office of Emergency Services. Her leadership extends to managing a statewide public awareness campaign focused on mental health, violence prevention, and equity. Ally holds a Master of Public Administration from the University of Southern California and a Bachelor of Arts in Political Science from Arizona State University. https://www.linkedin.com/in/allybarron8/ https://hopeandhealfund.org/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ Russ Phaneuf, co-founder, managing partner & chief strategist for IPM Advancement, has spent more than 25 years in nonprofit fundraising, with key roles in higher education development. Russ has been a finalist for the Council for Advancement and Support of Education (CASE) "Rising Star" award, and he has earned an AMA Spectrum Award recognizing outstanding collateral. He has also presented on strategic communications and constituent engagement for CASE, the Association of Fundraising Professionals, and the National League of Cities. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
1/19/25 • 42:49
Hello NPFX listeners! As nonprofit professionals, you've worked really hard this year. You faced challenges, achieved goals, and undoubtedly, you've gained valuable insights along the way. For our first episode of the new year, we'd like to hear what you've learned. Here's the question we'd like you to answer: What's the most valuable lesson you're taking away from your nonprofit experience in 2024? Send your answer by email to contact@ipmadvancement.com with the subject line "2024 lesson." If you'd like us to mention you on the episode, be sure to include your name, your title, and the nonprofit you represent. If you want to remain anonymous, just let us know. Thank you for listening, and thanks for helping us grow our NPFX community. We look forward to hearing from you. Happy holidays!
12/16/24 • 01:15
When communication within a nonprofit flows effectively — from leadership to management to staff, and vice versa — teams tend to work well together and the nonprofit thrives. However, when enough breakdowns in communication occur, a toxic work culture can quickly take root. In today's episode, we'll explore the unique challenges nonprofits face in fostering clear communication, and strategies for creating more engaged teams, safer environments for feedback, and ultimately, greater impact in your mission. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/npfx/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness [NPFX] How to Build Your Nonprofit to Succeed https://www.ipmadvancement.com/npfx/how-to-build-your-nonprofit-to-succeed Beth Napleton is the CEO of LevelEDUP Leadership, bringing over 25 years of experience in education leadership. Previously, she founded and led a charter school network on Chicago's far South Side, where every graduate — most of them first-generation college students — was accepted to at least two four-year colleges. Beth coaches senior leaders in education and mission-driven organizations to "lead through layers" with greater efficiency and impact. A certified Gallup Strengths coach and alumna of Columbia University, Teach For America, and Building Excellent Schools, she has also completed the National Principal Supervisors Academy at Relay Graduate School of Education. She is a winner of the prestigious national Harriett Ball Excellence in Teaching Award, and has been featured on over 20 podcasts. https://www.linkedin.com/in/bethnapleton/ https://www.bethnapleton.com/ Christina Lear is a former high school principal who now advises school leaders on educational transformation and collective impact in her role at SkyBound Education. As a principal, Christina led her school through several significant changes, including redesigning the school model, reorganizing the delivery of school throughout the COVID-19 pandemic, and improving the school's rating from an F to a B. Christina has also worked on policy advising, community organizing, and campaigns for many education organizations. She is passionate about empowering communities with barriers to opportunity and using both systemic change and leadership development to tackle equity gaps. https://www.linkedin.com/in/christinalear/ https://www.skyboundeducation.com/ Amy Tamura most recently served as Board President of Cupertino Co-Op Nursery School, a cherished institution with over 70 years of history in nurturing young children aged 2–5 and their families. Her commitment to education and child development extended to co-leading Project Cornerstone at Braly Elementary, teaching school-aged children at Bible Study Fellowship, and volunteering with various organizations. Now focusing on raising her own children, Amy proudly describes herself as "out of the game," while continuing to bring the same energy and care to her family that she has shown to her community. https://www.linkedin.com/in/amy-tamura-53b7014/ https://cupertinocoop.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
11/20/24 • 36:45
As giving from Boomers and Gen X decreases, Millennials and Gen Z are becoming more and more important to the long-term health of nonprofits. Yet many fundraisers struggle to connect with these young donors. In today's episode, we explore what it takes to engage the younger generations, and how you can make your nonprofit's mission resonate with donors of all ages. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Derrick Feldmann's Movement Notes https://www.movementnotes.com/ [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/npfx/giving-usa-2023-key-insights-behind-the-numbers [NPFX] Next Gen Donors and the Arts (with Jaimie Mayer) https://www.ipmadvancement.com/npfx/next-gen-donors-and-the-arts Derrick Feldmann is recognized internationally as a leading researcher and advisor on social issues, movements, and consumer public action. Producing and leading nearly two dozen research studies a year, Feldmann has built an impressive body of research and insights into how and why the public takes action for change. He is the author of three books: The Corporate Social Mind — How Companies Lead Social Change From the Inside Out; Social Movements for Good — How Companies and Causes Create Viral Change; and Cause for Change — The Why and How of Nonprofit Millennial Engagement. Feldmann currently splits his time between social issue research and advisory firm ISG Research Advisors and the Ad Council Research Institute, where he oversees public research studies on pressing issues affecting Americans. Before ISG, Feldmann led the research team for the Millennial Impact Project with The Case Foundation, producing the comprehensive Millennial Impact Reports on how and why millennials choose to engage in cause movements. https://www.linkedin.com/in/derrickfeldmann/ https://www.derrickfeldmann.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
10/23/24 • 37:30
AI tools have rapidly evolved beyond their initial applications in content creation and data analysis. While some nonprofits are leveraging this growing technology, others raise valid concerns about privacy, bias, and data security. In today's episode, we'll examine the potential of AI as a strategic partner for nonprofit leaders and fundraisers. We'll also explore how AI can be implemented safely and responsibly to free up time for higher-impact work and offer fresh solutions to longstanding challenges. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources AI Consultants for Nonprofits Certification brochure https://static1.squarespace.com/static/64160872ed5f572f9d9c61b4/t/65ac7d36b3a2643ac318c3db/1705803063269/AICN+Certification+Brochure.pdf [NPFX] AI Tools for Grant Writing, Prospecting, and More https://www.ipmadvancement.com/npfx/ai-tools-for-grant-writing-prospecting-and-more Shereese Floyd is CEO of Witness My Life and founder of AI Consultants for Nonprofits. With more than 20 years of experience in nonprofit marketing, Shereese has helped organizations increase their influence and revenue, generating over $2 million in direct campaigns. She is dedicated to social change, with a focus on development, branding, women's leadership, and artificial intelligence. Through AI Consultants for Nonprofits, Shereese offers AI literacy and training programs tailored to nonprofits, schools, and government entities. Her approach empowers organizations to certify internal team members as AI experts, fostering a culture where technology handles routine tasks, allowing people to focus on meaningful work. Shereese's mission is to make AI accessible and beneficial for organizations focused on social good. https://www.linkedin.com/in/shereesefloyd/ https://aiconsultantsfornonprofits.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
9/26/24 • 39:41
Engaging people as loyal donors and advocates for change is the heart of our job as fundraisers. However, the conventional messaging formula of problem -> solution -> ask is turning off some supporters, especially the younger generations. In this episode, we explore a fresh approach called Narrative Strategy that will help you deliver the right message to the right audience, inspiring greater commitment to your mission. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Interrupting Violence by Cobe Williams and Josh Gryniewicz https://geni.us/interruptingviolence Narrative Framework Tutorial (from Odd Duck) https://www.dropbox.com/scl/fi/d05bfw3ab13nueqs60eat/Odd_Duck_Narrative_Framework_Tutorial.pdf?rlkey=zx033nmg3e99ey6ohxyyr650b&dl=0 Units of Narrativity graphic (from Odd Duck) https://www.dropbox.com/scl/fi/6qh09z91yqzys14b8ilb1/Odd_Duck_Narrative_Ecosystem.pdf?rlkey=lba3tkl7oq9bs6d91pgriv76k&dl=0 [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofits-case-for-support-just-isnt-working [NPFX] How Nonprofits Can Stop the Spread of Fake News & Misinformation with Storytelling https://www.ipmadvancement.com/npfx/how-nonprofits-can-stop-the-spread-of-fake-news-misinformation-with-storytelling Josh Gryniewicz, founder of Odd Duck, a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, Interrupting Violence, a moving story of redemption and social change. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
9/4/24 • 45:12
The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. As a result, more and more nonprofits are depending on big gifts. That's why it's vital to attract and retain the fundraisers who can cultivate strong relationships with your most generous donors. In today's episode, we examine the latest findings from AFP's 2024 Compensation and Benefits Survey Report and discuss ways to keep your best fundraisers happy (beyond a competitive salary) to sustain and advance your nonprofit's mission. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources 2024 AFP Compensation and Benefits Survey Report https://www.afponline.org/training-resources/resources/survey-research-economic-data/Details/compensation-survey NonprofitHR 2024 Total Rewards Practices Survey https://www.nonprofithr.com/2024-total-rewards-practices-survey/ Navigating the New Normal: Compensation, Benefits, and Flexibility in Fundraising https://afpglobal.org/news/mikes-message-takeover-navigating-new-normal-compensation-benefits-and-flexibility-fundraising Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. https://www.coltonstrawser.com/ https://www.linkedin.com/in/coltonstrawser/ Julie Trimarchi, Senior Compensation Consultant for NonprofitHR's Total Rewards practice, has over 20 years of experience in compensation for both nonprofit and for-profit organizations. Most recently, she consulted nonprofit organizations on the design and/or redesign of base pay programs, pay philosophy, pay policies and best practices. Prior to consulting, she held the position of Director of Compensation for 10 years with the Continental Division of Hospital Corportation of America (HCA), a fortune 500 company. She also worked for five years with nonprofit Kaiser Permanente as a Senior Compensation Analyst. She has also designed and delivered compensation training to various audiences, including front line leaders, executives, HR colleagues and employees. https://www.nonprofithr.com/ https://www.linkedin.com/in/julie-trimarchi-06a50b5/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
8/13/24 • 51:37
Strategic planning done poorly can be time-consuming and yield little practical benefit. Strategic planning done well provides clear direction, aligns resources with mission-critical goals, and enhances organizational effectiveness. In today's episode, we'll explore why investing in a well-crafted strategic plan is worth your time and how it can propel your nonprofit towards greater impact and success. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Barbara Wood, Vice President of Development and Communications/PR at Beatitudes Campus Foundation, has served more than 25 years in fund development management and development communications. She joined the Beatitudes Campus in 2012 and feels called to serve older adults and the residents who call the campus home. She is responsible for the development and implementation of strategic plans to advance and raise funds for the campus' strategic initiatives. She oversees and manages fundraising efforts, builds strong and successful relationships and maintains communications with donors. Previously she served at Arizona State University Foundation and A.T. Still University managing presidential and development communications and fundraising. Barbara also served as managing editor of a major Arizona business magazine and was marketing manager and financial writer for the world headquarters of a financial services institution. Barbara has won numerous national and professional awards for writing and communications excellence and has published more than 50 articles. https://www.linkedin.com/in/barbara-wood-26811b15/ https://beatitudescampus.org/ Laura Rosi, Esq. is the Chief Executive Officer at Housing Families. She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families' Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. She is a board member of Metro North Housing Corporation and is a member of Urban Land Institute's Policy Committee, and Committee on Housing and Economic Development. https://www.linkedin.com/in/laurarosiesq/ https://housingfamilies.org/ Nate Rhoton serves as the CEO for one-n-ten, an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. https://www.linkedin.com/in/naterhoton/ https://onenten.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
7/2/24 • 48:45
Ensuring the success of your nonprofit hinges on effectively capturing and maintaining donor attention and support. But when tackling tough issues that may take years or even decades to solve, how do you sustain donor engagement for the duration? In today's episode, we delve into strategies for keeping donors engaged on hard-to-solve issues through the power of effective messaging and strategic storytelling. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources 988 Suicide & Crisis Lifeline https://988lifeline.org/ The Messy Truth VR Experience https://www.youtube.com/watch?v=3Or2P3U6CTk Mapping Firearm Suicides and Homicides in California https://storymaps.arcgis.com/stories/e9d1a39f8f4a465f9cf865c5db498dd3 [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofits-case-for-support-just-isnt-working [NPFX] The Future of Storytelling for Nonprofit Donor Engagement https://www.ipmadvancement.com/npfx/the-future-of-storytelling-for-nonprofit-donor-engagement [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/npfx/giving-usa-2023-key-insights-behind-the-numbers Brian Malte is a nationally recognized leader in the gun violence prevention movement. In 2001, Brian joined the Brady Center to Prevent Gun Violence, first as National Field Director, then Political Director, and lastly as National Policy Director, becoming one of the country's most familiar spokespeople for the burgeoning gun violence prevention movement. In 2016 he returned to his California roots to helm the Hope and Heal Fund. He has been a featured speaker at many state and national conferences and routinely provides expert analysis to news outlets such as The New York Times, The Washington Post, The Guardian, Al Jazeera, The Atlanta Journal-Constitution, NPR and Mother Jones.https://www.linkedin.com/in/brian-malte-095851132/ https://hopeandhealfund.org/ Josh Gryniewicz, founder of Odd Duck, a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of Interrupting Violence, which comes out on July 2, 2024. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
6/6/24 • 49:10
Americans are losing confidence in higher education, alumni are carrying record level student debt loads, and charitable giving in general is shifting more towards social impact causes — all of which makes it harder for higher ed institutions to make their case for support. In today's podcast episode, we look at strategies for higher ed fundraising, including how to engage young alumni, the role of major donors, attracting corporate partners, the value of give-to-get, and more. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofits-case-for-support-just-isnt-working [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/npfx/giving-usa-2023-key-insights-behind-the-numbers Sami Zoss, Interim President and Chief Executive Officer for DSU Foundation, is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc., a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement. https://www.linkedin.com/in/sami-zoss-mba-7535778b/ https://trojansunite.org/ Emily Berry leads the Annual Giving effort at Miami University, generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. https://www.linkedin.com/in/emily-berry-3b23867/ https://moveinmiami.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
4/24/24 • 48:41
Join host Rich Frazier and guest Jarrett Ransom for a candid conversation on what it takes to be successful — and stay sane — in nonprofit fundraising. Jarrett shares insights from her 15-year journey as a consultant in the nonprofit sector, including her latest inspiration from the documentary "Uncharitable" featuring Dan Pallotta. Other topics include the need for innovation in fundraising, how to achieve a healthy work-life blend, and the value of bringing who you truly are into your work. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Uncharitable, official website https://uncharitablemovie.com/ [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/npfx/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness [NPFX] The Intersection of Organizational Wellness and Impact https://www.ipmadvancement.com/npfx/the-intersection-of-organizational-wellness-and-impact [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/npfx/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout Jarrett Ransom, aka the Nonprofit Nerd, has worked exclusively with nonprofit organizations for over 20 years. She is passionate about creating community and empowering others to see and exceed their full potential. As a trusted advisor, she has helped clients successfully raise millions of dollars in support of their missions. In addition to being a member of the IPM Advancement consulting team, she is president and CEO of the Rayvan Group. https://www.linkedin.com/in/jrransom/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
4/3/24 • 31:41
A workforce shortage in the nonprofit industry is forcing many organizations to do more with less, resulting in stress and burnout that only worsens staff turnover. How can we expect nonprofits to go out and make the world a better place if the organizations themselves are not well? In today's episode, we take a deep dive into the topic of organizational wellness to help nonprofits improve their internal health and increase their impact. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/npfx/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/npfx/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout Shaun Leonardo, a Brooklyn-based artist and Co-Director of the arts nonprofit Recess, specializes in multidisciplinary work that negotiates societal expectations of manhood, namely definitions surrounding black and brown masculinities, along with its notions of achievement, collective identity, and experience of failure. His performance practice, anchored by his work in Assembly — a diversion program for system-impacted youth at Recess — is participatory and invested in a process of embodiment. Shaun received his MFA from the San Francisco Art Institute and is a recipient of support from Creative Capital, Guggenheim Social Practice, Art for Justice and A Blade of Grass. His work has been featured at The Guggenheim Museum, the High Line, and New Museum, and profiled in the New York Times and CNN. His solo exhibition, The Breath of Empty Space, was presented at MICA, MASS MoCA and The Bronx Museum. And his first major public art commission, Between Four Freedoms, premiered at Four Freedoms Park Conservancy, in the fall of 2021. https://shaunleonardo.com/ Melissa Cowley Wolf has 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm MCW Projects LLC in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the Arts Funders Forum (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
3/21/24 • 40:34
Messaging that engages your audience is the key to good fundraising, which in turn is what allows your organization to deliver the programs and services that impact your community. In today's episode, we examine the 5 essential elements of messaging, share real world examples of how to apply them, discuss pitfalls to watch out for, and more. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Nonprofit Fundraising Messaging Cheat Sheet https://www.dropbox.com/scl/fi/brdgax2h9mzjbdkpuo8ug/NPFX_Episode55_IPM_Advancement.pdf?rlkey=9rot2c7w8mbhqfeisdamismqp&dl=0 [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/npfx/when-your-nonprofits-case-for-support-just-isnt-working [NPFX] Ask the Experts: Listener Questions about Copywriting for Nonprofit Fundraising https://www.ipmadvancement.com/npfx/ask-the-experts-listener-questions-about-copywriting-for-nonprofit-fundraising Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
3/11/24 • 34:27
The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. This "giving crisis" has led to an overreliance on major gifts that isn't sustainable for most nonprofits. In today's episode, we discuss why measuring donor relationships (not just revenue) must be a part of your fundraising plan, how to enroll your leadership and board, and strategies to track and improve donor relationships at every level of giving. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/npfx/meaningful-donor-relationships-the-key-to-financial-stability Michele Rebeor is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. https://www.linkedin.com/in/michelerebeor/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
2/21/24 • 40:26
Good donor relationships where supporters are engaged and satisfied with giving to your nonprofit can have a profound effect on the success of your organization. More than just ensuring financial support, meaningful relationships with donors foster trust, loyalty, and a sense of shared purpose. In today's episode, we will discuss common stewardship mistakes, how to better understand the experience of the donor, and strategies you can use to elevate your nonprofit's engagement with donors and forge stronger bonds. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] 12 Mistakes Nonprofits Make in Their Fundraising Copywriting https://www.ipmadvancement.com/npfx/12-mistakes-nonprofits-make-in-their-fundraising-copywriting-part-1 Lisa Zola Greer and her husband Josh experienced a transformative life change in 2012 as they became members, almost overnight, of the 1%, sparking a desire to share their new wealth with compelling charitable causes. As newcomers to the world of charitable giving, they found themselves frustrated and shocked by the impersonal interactions, scripted engagements, and dated methods pervasive in the nonprofit sector. After several years studying the sector, continually experiencing the same issues, and recognizing that millions of donors shared the same negative experience with giving, Lisa decided to promote fundamental change in how fundraising is done by teaching nonprofits how to do better. Today, Lisa writes, teaches, and advises fundraisers on incorporating the donor perspective into all their fundraising activities. As a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book Philanthropy Revolution, Lisa is on a mission to "Save Giving." Her second book, The Fundraiser's Handbook, will be released in 2024. Between her books, her teaching, and her highly successful blog, Philanthropy 451, Lisa helps nonprofits see a clear path to sustainable and long-term success. https://www.linkedin.com/in/lisazgreer/ https://lisagreer.com/ Sami Zoss, Interim President and Chief Executive Officer for DSU Foundation, is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc., a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement. https://www.linkedin.com/in/sami-zoss-mba-7535778b/ https://trojansunite.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
2/7/24 • 56:07
The Chronicle of Philanthropy's 2023 survey of 1000 fundraisers reveals much about how donor behavior is changing and the impact that's having on nonprofit fundraising. In today's podcast episode, the IPM team digs deep into the data to help explain why donors are responding differently now and what nonprofits can do to meet their financial and mission goals for 2024. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Chronicle's Exclusive Survey Finds Skittish Donors and Fundraisers Searching for a New Normal https://www.philanthropy.com/article/chronicles-exclusive-survey-finds-skittish-donors-and-fundraisers-searching-for-a-new-normal [NPFX] Inflation and Impact: How Nonprofits Are Navigating Economic Realities https://www.ipmadvancement.com/npfx/inflation-and-impact-how-nonprofits-are-navigating-economic-realities [NPFX] Donor-Advised Funds: Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/npfx/donor-advised-funds-making-dafs-work-for-your-nonprofit [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/npfx/giving-usa-2023-key-insights-behind-the-numbers Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
1/3/24 • 37:42
Given that 30% of annual giving happens in December, it's crucial for nonprofits to have a winning year-end fundraising strategy. Calendar year-end fundraising leverages end-of-year tax benefits to motivate donors to give, while also aligning with the holiday spirit when people are more inclined to be charitable. In today's podcast episode, the IPM Advancement team shares their best tips for CYE fundraising, including the importance of major donors, why direct mail still matters, how to navigate 2023 trends and challenges, re-engaging lapsed donors, the role of self-care in fundraising, how to strategize for 2024, and more. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources Engaging Women Philanthropists to Improve Donor Retention https://www.ipmadvancement.com/npfx/engaging-women-philanthropists-to-improve-donor-retention Nonprofit Fundraising at Year-End: 4 Things to Do https://www.ipmadvancement.com/npfx/nonprofit-fundraising-at-year-end-4-things-to-do Michele Rebeor is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. https://www.linkedin.com/in/michelerebeor/ Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Alan Knobloch is a founder of Synergy Philanthropy and an IPM Advancement consultant. He has worked in the nonprofit sector for over 30 years, holding positions at The Nature Conservancy Arizona, St. Joseph's Hospital and Barrow Neurological Institute, Phoenix Children's Hospital Foundation, and Valley of the Sun United Way. https://www.linkedin.com/in/alan-knobloch-8603347/ Melissa Cowley Wolf is the founder of MCW Projects and an IPM Advancement consultant. Melissa has more than 20 years of experience in philanthropy, specializing in next era philanthropic strategy, and organizational and executive wellness for leaders and collectives who want to make an impact. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ Gina Parziale is a Certified Fundraising Executive and IPM Advancement consultant. With 20 years of experience in leadership and development for patients advocacy and nonprofit health organizations, Gina provides strategic planning, fundraising planning and execution, Board and staff development, therapeutic advancement, and engagement with industry to patient advocacy groups. https://www.linkedin.com/in/ginaparziale/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/
11/2/23 • 32:23
