The Nonprofit Show

Is it a bold leap… or a necessary evolution? Unpacking what it really takes to move from frontline nonprofit roles into independent consulting—with cohosts Tony Beall, Founder of Mr. Nonprofit Consultancy, and Julia Patrick.If you've ever felt boxed in by one organization, this conversation will challenge your assumptions. From building your personal brand and selecting a niche to navigating ethical landmines and saying “no” to work that doesn’t fit — Tony doesn’t sugarcoat the reality of consulting. He shares how he scaled impact while protecting sanity and why too many consultants chase dollars instead of purpose. Thinking about making the jump? This is your essential primer.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/11/25 • 32:03

In the dynamics of nonprofit leadership, few challenges loom larger than the compounded weight of natural disasters and abrupt policy changes. Director Jennifer Banks of Your Part-Time Controller delivers a strategic and emotionally grounded perspective on preparing for the unpredictable. Drawing from her front-line experience during the Southern California wildfires, Jennifer guides nonprofit leaders through risk management tactics that go beyond spreadsheets and budgets."Risk is just... the likelihood that something bad is going to happen," Jennifer calmly asserts, offering a crucial reframing that invites transparency and proactive planning. Nonprofits across the country have felt the dual pressure of environmental disasters and shifting political mandates. For instance, Executive Order 14173—a federal action targeting DEI efforts—has sent shockwaves through corporate philanthropy, causing organizations to recalibrate their messaging and funding strategies.Jennifer recounts real-world disruptions, from displaced executive directors to diverted funding streams, showing how interconnected disasters and policy shifts can devastate even the most well-managed organizations. One chilling example: “We had some Fortune 100 companies say, ‘We support your mission, but due to federal contracts, we can’t use DEI language.’” The implications are massive—not just for program funding, but for organizational identity.To mitigate these pressures, Jennifer recommends regular scenario planning, asset protection strategies (including intangible assets like brand and IP), and a cultural shift toward inclusive financial education within teams. Her advice is both calm and actionable: use this moment of stability, however fleeting, to prepare. That includes stress-testing budgets, securing lines of credit when the balance sheet is strong, and educating all levels of staff about financial realities.So striking is Jennifer' closing insight—a personal reflection that feels universally true: “You can’t take things for granted... We just can’t get complacent.” Whether grappling with fires or federal funding uncertainties, the message is clear: strategy starts now, not when disaster strikes. #NonprofitStrategy #CrisisPreparedness #PolicyImpactFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/10/25 • 30:35

Rebranding a nonprofit isn't just about new logos or fresh colors—it's an emotional journey deeply rooted in the mission, culture, and service commitment of an organization. James Dismond, CEO of Mirasol Health, formerly Hospice Care of the Low Country, joined host Julia Patrick to share the inspiring, often emotional, details of their transformative rebranding.For decades, Hospice Care of the Low Country was a dedicated nonprofit, caring for patients facing end-of-life scenarios. Yet, despite their essential services, the organization faced an existential challenge: staying relevant in an evolving healthcare landscape. A candid internal study revealed a stark truth: if no changes were made, they faced closure within five years.James vividly recalls the moment that changed his personal and professional trajectory. On his very first day, several patients passed away, confronting him directly with his deepest fear—death. Instead of turning away, he embraced this fear, turning it into a profound passion. James noted, “That fear has since transcended into my greatest passion, and I'm very blessed for that.”The rebranding initiative was far from simple. It was two years in the making, involving rigorous strategic analysis, extensive stakeholder consultations, and an honest assessment of community perceptions. The word “Hospice” was a significant barrier, fraught with fear and misunderstanding. This realization was a pivotal turning point. James explains, "The powerful messages we are getting back just touch my heart every single day."Ultimately, the staff themselves coined the new name, “Mirasol,” symbolizing "rare and radiant sunflower," beautifully capturing the legacy and spirit of the organization's enduring symbol—the sunflower. This rebranding was not merely aesthetic; it expanded the scope of services, adding chronic symptom management and soon behavioral health, significantly broadening their community impact.The process brought substantial internal shifts, compelling deep introspection and alignment from the board, leadership, and staff. It was emotionally challenging but profoundly rewarding, significantly boosting community engagement, donations, and overall business performance.Today, Mirasol Health stands as a vibrant example of successful nonprofit transformation, rooted in authenticity and courage. “If you do the research, the strategy, and deliver it thoughtfully, the payoff is truly incredible.”#NonprofitRebrand #CommunityHealth #ChangeLeadershipFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/9/25 • 31:23

Do we dare ask our volunteers to also become donors? Chloe Boonstra of Bloomerang says absolutely — and she’s got the data to prove it. In this fast moving episode, Chloe shatters the long-standing fear many nonprofits have about mixing fundraising with volunteerism. The truth? 70% of donors started as volunteers — and nonprofits are missing out by keeping these tracks separate. Is your team operating in silos? Are you afraid to make the ask? Then you need to watch this conversation. Chloe shares practical, authentic strategies to build deeper, dual-track relationships. Time to rethink what you thought you knew and turn your volunteers into loyal, lifelong supporters.#VolunteerToDonor #NonprofitFundraising #BloomerangFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/8/25 • 31:22

this informative discussion of the most misunderstood yet increasingly vital roles in the nonprofit world: interim leadership. Featuring powerhouse guests Joan Brown, Chief Operations Officer at Interim Executives Academy, and Karin Sabey, CEO of Sabey Consulting, the conversation explores why ‘the interim profession is no longer a placeholder, but rather a strategic, transformative force’. From transparent communication with staff to preparing organizations for thoughtful succession, this episode reveals why professional interims aren’t just leaders—they’re lifelines. And if there’s one thing we need in today’s shifting nonprofit landscape, it’s calm within the chaos.Gone are the days when an “interim” simply kept the lights on. Joan begins with, “We’re at this exciting opportunity to really better define the profession and better define it as a standard of practice.” Interims today are trained professionals who guide organizations through times of transition with precision, empathy, and results-driven methodologies.Karin paints the role as a “palate cleanser” between leadership tenures, providing organizations with a fresh start—regardless of whether the previous leader left in celebration or crisis. “A long-term leader may have a lot of institutional knowledge stored in their head,” she explains. “An interim helps reset the table for the next leader.”The duo dig into the details of the importance of methodology and diagnostics, likening it to a toolbox or even a box of Legos. “You can build a house or a spaceship,” says Karin, “depending on what the organization needs.”, pointing out how this kind of customization is key to stabilizing and uplifting organizations during pivotal times.And what about board understanding? Both Joan and Karin agree—it’s minimal. “Almost no one understands the concept,” Joan shares plainly. But that’s also the opportunity: to educate, align, and inspire boards to embrace what an interim can truly offer. When done right, it’s not just about keeping the ship afloat; it’s about course-correcting, empowering staff, and setting the next leader up for success. #InterimLeadership #NonprofitStrategy #LeadershipTransitionsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/7/25 • 31:54

In this high-energy Fundraisers Friday Show, cohosts Julia Patrick and Tony Beall unpack the complexities of grant writing and grant readiness with an eye toward practical, data-driven insights. It’s a masterclass in actionable wisdom for any nonprofit professional involved in grant development—covering strategy, timelines, win rates, and relationship-building.Julia sets the tone with her signature candor, stating: “Fundraisers are expected to do this and it is a very specific trade or craft.” This immediately defines the reality that for many nonprofit professionals, grant writing is just one of several responsibilities they juggle.Tony responds, echoing: “Grant writing is one of the most important combinations of style and substance… tell a story and back it with data.” He reinforces this by recommending that fundraisers align time investment with expected revenue—if grants are expected to make up 20% of a nonprofit's budget, then 20% of time should be spent on them.The show also dives into success rates. Tony notes, “National or federal grants may have just a 5%–10% win rate, whereas local grants can hit 40%–50%,” pushing nonprofits to think strategically when choosing which grants to pursue.The duo explore application timelines, portal logistics, and how a lack of consistency across systems can be a major hurdle. Despite these challenges, they encourage you to create internal systems and document folders to manage recurring information—especially vital as Tony quips, “You’ll be so good at this… you’ll spend 50–75% less time on your narrative over time.”A big theme emerges around the evolving role of funders and the increased opportunity for relationship-building. Julia points out, “This isn’t just a shot in the dark anymore—funders are listening and often willing to adjust.”Perhaps most inspiring is Tony’s call for resilience and learning in the face of rejection: “If there’s an opportunity to reach out to the funder and ask, by all means—make the phone call.”They wrap with encouragement for new nonprofit leaders and a hot tip: don’t be afraid to explore AI tools in your grant writing toolkit.#NonprofitStrategy #GrantWritingTips #FundraisersFridayFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/4/25 • 31:48

In a transformative conversation, Katerina Manoff, visionary founder and CEO of ENGinprogram.org, passionately shares her remarkable journey of creating a groundbreaking grassroots nonprofit. ENGin uniquely pairs Ukrainian learners with volunteers from across the globe through weekly online video interactions, transcending simple language exchanges to foster profound cultural connections and personal growth.Katerina's compelling narrative reveals how ENGin not only facilitates language acquisition but empowers young Ukrainians, equipping them with crucial skills and cross-cultural competencies essential for their nation’s arduous journey of recovery and reconstruction. Despite the profound challenges presented by an ongoing war, Katerina insists ENGin's mission extends beyond mere survival. With unwavering resolve, she states, "It's not just about surviving; it's about thriving against the odds."ENGin’s innovative approach disrupts traditional nonprofit dynamics by establishing equitable, mutually beneficial relationships rather than the conventional giver-receiver paradigm. Volunteers themselves become deeply enriched by the experience, gaining cultural insights, meaningful friendships, and improved communication skills. Katerina eloquently captures this unique dynamic: "[Our volunteers] don't feel like they're giving—they feel like they're fighting alongside us."Demonstrating visionary leadership, Katerina envisions scaling ENGin dramatically from its current 55,000 participants to an ambitious target of one million. Her aspiration is nothing short of transforming an entire generation of Ukrainian youth into fluent, culturally connected global citizens who can actively contribute to rebuilding their homeland. Katerina's passion resonates profoundly, highlighting the incredible potential of virtual connectivity to truly catalyze real-world change, especially in times of adversity.Throughout the interview, Katerina candidly discusses her personal evolution as a leader, offering invaluable insights into effective nonprofit board development, adaptive management strategies, and the pivotal role of storytelling in securing sustained support. Her strategic clarity and openness to innovation position ENGin as a beacon of hope and resilience within the nonprofit sector.ENGin stands as a testament to human determination, harnessing the power of technology and global goodwill to overcome barriers and forge transformative bonds. Katerina's visionary work serves as an inspiring blueprint for nonprofits globally, proving that significant social impact can be achieved even amidst adversity and disruption.#GrassrootsImpact #GlobalConnection #NonprofitInnovationFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/3/25 • 31:35

In an era marked by relentless hustle and external demands, author and nonprofit champion Merle Benny invites nonprofits to pause, reflect, and ignite what she calls "The Sparkle Factor." In a compelling conversation, hosted by Julia Patrick and mindful tech advocate Meico Marquette Whitlock, Merle introduces the transformative idea behind her latest book, Sparkle: Create a Brighter, Stronger Nonprofit. Merle argues passionately that the heart of a successful nonprofit lies not in external marketing prowess, but rather within the happiness, internal communication, and genuine appreciation fostered inside the organization.Drawing on deep insights gained through extensive experience, Merle explains that "if the organization itself on the inside isn't happy, doesn’t feel good, everyone suffers." This pivotal realization came to her during the isolating times of COVID when many organizations faced unprecedented internal strains. Her exploration uncovered a startling truth: frustration, high turnover, and internal neglect significantly overshadow the crucial, often overlooked, daily victories—what she warmly terms "minor miracles.""Creating a story culture inside the organization means that everybody gets a chance to share," Merle tells us. She asserts that storytelling isn't merely a tool for external branding; it’s a fundamental internal practice that empowers and energizes teams. Organizations thrive when their members regularly celebrate and share everyday successes, nurturing a vibrant, supportive environment where employees genuinely feel valued.Co-host Meico complements this viewpoint, highlighting the scientific backing for gratitude and shared appreciation within organizational cultures. "There's an imbalance between the inner and outer work," Meico adds, underscoring that prioritizing internal health directly enhances external effectiveness and longevity.Merle stresses the significance of clear, inspiring visions to unify teams. Distinct from missions, visions galvanize and energize individuals, aligning them toward a common, emotionally resonant goal. Without this internal alignment and continuous communication, organizations risk becoming fragmented and ineffective.As Merle puts it succinctly, "Everybody is doing good work, and so much of it is overlooked." By fostering a culture that values these contributions through storytelling, organizations not only enhance internal harmony but simultaneously strengthen their external appeal.In a sector often overshadowed by stress and burnout, Merle’s powerful message is clear: genuine success and lasting impact come from nurturing the organization's internal sparkle. By adopting her insightful strategies, nonprofits can cultivate healthier, happier workplaces, ultimately leading to stronger, more impactful community outcomes!Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/2/25 • 30:26

In the ever-evolving world of nonprofit leadership, one constant remains: the board meeting. Whether you're a seasoned executive or a new board member, mastering this essential component of governance can elevate your mission and impact. Cody Bender, Chief Product Officer at Boardable, joins us to unravel the practical strategies that make board meetings more efficient, inclusive, and effective.With over a decade of experience leading tech product innovation, Cody begins with the importance of meeting preparation, record-keeping, and adapting to change. But more than that, he reminds us that streamlining meetings isn't just about saving time—it's about maximizing mission delivery.“A well-crafted agenda is easier than you think,” Cody shares. “Structure it from moment one to moment two to moment three—and let your goals guide you.”Cody’s key advice includes involving multiple stakeholders in creating agendas to line up expectations and foster engagement. He also points to the value of clear, clean formats over outdated templates and visual clutter.For today’s nonprofits—where hybrid meetings & digital communication are the norm—accountability and access to records matter more than ever. “Don’t let form override function,” Cody tell us. “You can keep the greatest records in the world, but if you can’t get to them, you’re in no better position than if you didn’t do it at all.”From embracing shared platforms to avoiding the pitfall of overloading your board with too many tools, this informative conversation will give you many actionable items you’re your nonprofit can use. And when you hear about Boardable’s origin story, rooted in the real frustrations of board service, Cody brings a grounded, user-focused lens to the technology.Ready to transform your board meetings from mundane to mission-aligned? Watch this episode now and you’ll realize smarter, more supportive board practices.#NonprofitLeadership #BoardManagement #DigitalGovernanceFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

4/1/25 • 30:12

Branding powerhouse Lyn Wineman, President and Chief Strategist at KidGlov.com, explores one of the most misunderstood yet essential components of nonprofit success: branding.Far from being just a logo or tagline, Lyn reframes branding as a dynamic, multi-layered ecosystem that can dramatically improve a nonprofit’s visibility, trustworthiness, and fundraising effectiveness. Her agency’s proprietary “brand pyramid” lays out the essential building blocks—starting with the organization’s name, followed by the logo, tagline, messaging, visual identity, and finally marketing and advertising execution, which helps leaders see branding as a strategic foundation rather than a cosmetic afterthought.“Branding is one of very few things that can move the needle on everything you do,” Lyn says, emphasizing that a strong, consistent brand elevates all areas—from donor engagement to volunteer recruitment and even talent acquisition. She points to compelling data from NonProfit Pro showing that organizations with strong, consistent brands can increase their fundraising results by as much as 23%. That lift can be a game-changer!Yet despite these benefits, many nonprofit leaders are hesitant or ill-equipped to embrace branding. Lyn shares that for most, “just about the time you are sick of something—like, ‘I can't see that logo on my coffee cup one more time’—that's when your audience is just starting to get it.” Her lesson: internal fatigue with brand elements is often a sign of needed consistency, not a call for change.Lyn also introduces her upcoming book, ‘Untangling Spaghetti,’ which outlines KidGlov’s proven eight-step branding process. It's designed to demystify the process and give leaders a roadmap they can follow with or without agency support.Throughout the lively discussion, with host Julia Patrick, Lyn talks about those common barriers to branding—including outdated board attitudes, confusion about messaging, and the nonprofit sector’s inclination to prioritize service delivery over strategic communications. But with the right tools and a clear roadmap, Lyn believes any organization can build a brand that reflects its mission, energizes its team, and drives lasting impact! #NonprofitBranding #MissionDrivenMarketing #SocialImpactStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/31/25 • 30:03

In this Fundraisers Friday conversation, hosts Julia Patrick and Tony Beall answer viewers questions, but also explore the vital importance of joy and authenticity within the nonprofit sector. Starting the fast-paced chat, the talk about the growing challenge of burnout, particularly among fundraising professionals, they offer up some strategies for stress management and maintaining personal authenticity amidst external pressures."There is a lot of joy in this work, despite the challenges," Tony says, in talking about the necessity of personal well-being in achieving sustainable success. Julia points to a notable trend: nonprofit leaders actively seeking joy by disengaging from stressful media, stepping away from negative news and crime dramas, and gravitating towards humor and fulfilling personal activities.Tony also introduces the powerful concept of fostering joy through intentional community gatherings, describing his local AFP chapter's decision to host events free of agendas or speakers, purely aimed at fostering genuine connections. Julia concurs, predicting that this innovative approach "is going to serve its members maybe better than they've ever served."Further into the conversation, they tackle the debated "Give or Get" board policy. Tony critically comments that true altruism from board members shouldn't require formal mandates, advocating instead for universal financial participation at any level. Julia offers a more nuanced viewpoint, acknowledging the potential limitations of such policies, quoting Sherry Quam Taylor who argues, "You leave money on the table" by setting strict minimum contributions.Throughout the discussion, Julia and Tony encourage fundraisers to thoughtfully define growth targets. They advise setting realistic, yet ambitious donor goals by assessing internal strengths and strategically leveraging them to maximize opportunities. Transitioning to skills crossover from for-profit to nonprofit sectors, Tony describes his support for sales professionals moving into fundraising, provided they have a passion for social impact, reinforcing that relationship-building remains pivotal across both spheres.Finally, addressing career progression, the duo explore the rising importance of the CFRE designation in the nonprofit fundraising space. Tony shares that CFRE is becoming increasingly expected as a professional standard, noting its role in elevating fundraisers' credibility. He humorously yet insightfully captures the trend: "More and more fundraisers see CFRE behind other people’s names and think, 'I'm missing out if I don't do this also.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/28/25 • 31:16

Nonprofits face inevitable financial technology changes—often with fear and resistance. In this vibrant discussion, Co-Hosts Julia Patrick and Sherry Quam Taylor welcome Buu-Linh Tran, Senior Vice President of Financial Solutions at JMT Consulting, to demystify this daunting process. Buu-Linh emphasizes adopting a phased approach to make fintech transitions manageable and successful: "It’s always easier to swallow when you break it down into phases," she starts, reinforcing the necessity for gradual implementation to foster greater team acceptance.Buu-Linh describes how "your system is a continuous improvement," explaining how launching new technology is just the beginning. Ongoing adaptations, updates, and training are vital for maximizing a system’s effectiveness. This process isn’t limited solely to technology—it encompasses organizational policies, procedures, and even culture. She also addresses the critical step of the "cutover"—transitioning data from old systems to new—which must be methodically planned to minimize downtime and disruptions.A key challenge nonprofits encounter is communication between departments, particularly finance and fundraising. Systems integration is essential here. As Buu-Linh explains, seamless integration between donor management software and financial systems prevents discrepancies that confuse stakeholders, especially board members, who rely on unified dashboards that clearly show both financial performance and mission outcomes.Speaking to the timing concern for system transitions, Buu-Linh realistically acknowledges, "There's really no good time to change," but stresses the importance of choosing a period of least disruption. Her practical insights guide nonprofits on strategically scheduling changes to avoid peak periods, audits, budgeting, or major events.This informative conversation also highlights JMT Consulting’s Innovate 2025 conference, a dynamic annual gathering designed specifically for nonprofit finance professionals. Scheduled to be held in Nashville, it promises networking, technical training, and crucial thought leadership—creating powerful learning and collaborative opportunities."You really do need to get started," Buu-Linh urges us, encouraging nonprofits to proactively embrace fintech change as essential to organizational health and growth! #NonprofitTech #FinancialManagement #ChangeManagementFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/27/25 • 30:34

Learn how United Way leverages partnerships to annually reclaim tens of millions in refunds for San Diegans, dramatically impacting lives by providing stability, reducing stress, and fostering community strength.This lively chat with Nancy Sasaki, CEO of United Way of San Diego County, is about the transformative power of financial literacy. Nancy explains how United Way recognized financial stability as essential for community health. She begins with, “Financial security helps people feel stable and secure, and the pandemic clearly showed how critical this is.”Discussing their extraordinary collaborative effort through the Earned Income Tax Credit coalition with over 45 organizations, Nancy speaks to the surprising reality for underserved communities: “People who don't make much money often don’t think they'll get taxes back, but they absolutely can.”This enlightening conversation brilliantly connects community needs, financial empowerment, and nonprofit innovation.#FinancialLiteracy #CommunityImpact #UnitedWayFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/26/25 • 27:36

Cohosts Julia Patrick and Tony Beall dig down into a topic that’s equal parts provocative and practical: the often chaotic intersection between nonprofit CEOs and fundraising.Right out of the gate, Julia sets the tone: “I've seen this occur and I continue to see it occur... the CEO position and fundraising chaos—it can be a little intense, right?” That word—chaos—rings true for many nonprofit leaders who juggle major gift asks, team oversight, and community expectations.But leave it to Tony to cut through the storm with clarity: “Initially, I would say... the CEO is not your primary fundraiser, but they are the one that has the ultimate accountability for the success of fundraising.” With that, the conversation takes off, weaving through structures, leadership styles, and evolving titles e.g. Chief Development Officer, all with real-world empathy and experience.Tony points to the need for strategic involvement: “Every donor is in your portfolio to some degree.” It’s not about micromanaging—it's about knowing when to step up and when to empower your team.And speaking of teams, Julia flags a common donor behavior that throws a wrench in delegation: “Higher level players want to meet with the decision-maker… they kind of discount the development people.” This dynamic often pressures CEOs to jump into ‘asks’, sometimes prematurely.Tony offers a smart fix: don’t surprise donors. “If we're bringing the CEO into the conversation, we need to do that before the ask.” It’s about future-focused cultivation, not last-minute theatrics.They also tackle a hot-button issue—bonuses. Tony doesn’t hold back: “My first reaction was: hell no.” But he tempers that with nuance, suggesting creative, non-cash incentives that support retention and morale.The episode also takes a heartful turn as Tony shares the trend of successful fundraisers being poached by the private sector: “They’ve moved into wealth management and financial advisor roles… that comparison is tough to compete with.”Packed with actionable thinking, reflective moments, and a dash of humor this convo is a must-watch for nonprofit teams assessing fundraising expectations. #NonprofitLeadership #FundraisingStrategy #CEOInsightsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/21/25 • 30:15

When you think about finance in the nonprofit world, does your mind immediately jump to spreadsheets and budget reports? What if we told you that finance could be transformed into a compelling narrative—one that connects numbers to mission impact? That’s exactly what Neil Shah, an experienced interim CFO, is doing with nonprofit financial storytelling.Neil has spent years in the nonprofit sector, feeling the isolation that many CFOs experience. So, he took action, launching a nonprofit CFO roundtable where finance leaders could collaborate, share challenges, and gain insights from one another. “There aren’t a lot of opportunities for nonprofit CFOs to connect and learn from each other,” Neil shares. “I wanted to create a space where we could problem-solve together.”One of the biggest challenges in nonprofit finance? Helping leadership and boards understand financial data in a meaningful way. Too often, financial reports become a blur of numbers, leaving stakeholders disconnected from their organization’s financial reality. Neil argues that nonprofit CFOs must go beyond traditional reporting methods: “Financial storytelling is the blend of financial data and narrative—it’s about showing where an organization has been, where it is now, and where it’s going.”Neil talks about his methodology: By analyzing 10+ years of financial trends and utilizing AI tools, Neil helps organizations spot patterns that may be masked by one-time funding sources, such as PPP loans or emergency grants. Through clear charts, concise presentations, and a focus on only the most critical data points, he empowers nonprofit leaders to make informed strategic decisions.The magic happens when finance, development, and program teams work in sync, breaking down silos and aligning around a shared financial story. “Finance isn’t just about numbers—it’s about customer service within an organization,” Neil emphasizes. His approach transforms finance from a back-office function into a powerful tool for mission success.Want to shift how your organization communicates financial data? Check out Neil’s nonprofit CFO roundtable at cfogroups.com and start telling a financial story that inspires action!#NonprofitFinance #FinancialStorytelling #nonprofitboardsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/20/25 • 30:22

In a world often clouded by complexity, some journeys stand out as beacons of transformation and hope. This is the story of Andrea and Haril Kazindra, two young visionaries whose lives were forever changed by an internship and a friendship in Uganda, sparking the birth of Musana.org, an organization rewriting the rules of charitable giving.Andrea, just 20 and fresh from Colorado, found herself confronted with harsh realities in a Ugandan orphanage: children starving, stealing, and facing unimaginable hardships. Moved by the shocking discovery of corruption exploiting children's suffering for profit, she knew her path had changed forever. "I called my parents, I told them I'm not coming home—I'm staying to rescue these kids," Andrea shared passionately, and signifying the depth of her commitment.Meeting Andrea was transformative for Haril, too. He says, "Learning about her compassion and love for these children and wanting to fight for them to have a better life—that's what really touched me the most." Together, they uncovered a staggering truth: 80% of kids in orphanages worldwide aren't orphans but rather products of systemic poverty and exploitation.Realizing charity alone was insufficient, Andrea proffered, "Charity is not going to develop Africa. Business, enterprise, industry, investing in local people—that’s truly going to create impact.” This philosophy guided their innovative model that has now educated over 8,700 students and provided healthcare to hundreds of thousands of patients through community-built schools and hospitals, driven entirely by locally-generated income.Their story isn't just one of success—it's a profound reflection on humility and empowerment. Haril shares, "If people can overcome egos and pride, a lot can be accomplished," underscoring their approach of mutual respect, cultural exchange, and local empowerment.Now, Musana's radical mission addresses root causes of poverty by investing in sustainable enterprise, not dependency. Andrea powerfully re-affirms their core philosophy: "Charity has not developed any country—it’s business, enterprise, and industry that will create lasting change."The lessons from Musana challenge conventional philanthropy and call us to rethink our approach to global aid, emphasizing dignity, sustainability, and local ownership. #SocialEnterprise #CommunityEmpowerment #UgandaNonprofitsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/19/25 • 32:14

In this conversation we speak with Marty Bird, Director of Marketing at JMT Consulting, about successful nonprofit conference marketing strategies. Marty reveals insights from 16 years of organizing "Innovate," a premier event bringing together nonprofit finance professionals.The conversation explores how JMT has strategically evolved its conference over time, leveraging partnerships and innovative marketing to position itself as a thought leader in nonprofit finance. This fast-paced dialog, with host Julia Patrick, provides a robust blueprint for nonprofits seeking to reinvigorate their event strategies post-pandemic.Emphasizing the importance of networking at in-person conferences, Marty shares, "The networking opportunities are endless...finance professionals can discuss personally with us or with their peers; they don’t feel so alone."Marty speaks to the significance of careful sponsor selection and the meticulous matching of clients with relevant sponsors, to enhance the experience for everyone involved. He also talks about the value of hiring experienced event planners and staying agile to adapt content to industry changes, saying, "We're giving them permission to talk to one another—to relate—and sometimes that's all it takes with introverted individuals."If you’re thinking or planning an ‘in-person’ event or conference, you’ll want to pay close attention to Marty’s savvy advice!#NonprofitEvents #ConferenceMarketing #nonprofitmarketingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/18/25 • 33:07

Ever wonder what happens when creativity, heart, and savvy branding come together? Julia ‘Patrick’ and Kay ‘McDonald’ team up on Saint Patrick’s Day to deliver a spirited exploration of nonprofit cause marketing, shining a spotlight on the sparkling world of Charity Charms. As Julia quips, "What do you get when you have a McDonald and a Patrick coming together on Saint Patrick's Day? This is gonna be a barn burner!" True to her words, this conversation will ignite a spark of inspiration for you.Kay McDonald, founder and CEO of Charity Charms, ‘charmingly’ explains her innovative approach: turning nonprofit logos into wearable stories that connect supporters, nonprofits, and businesses. She highlights, "We encourage the charity to align with a corporation to underwrite their program," demonstrating the mutual benefits of purposeful collaboration. Julia adds, "As a business owner, we're always looking for ways we can align ourselves to things we believe in."From binary bracelets teaching STEM to young girls with the Dottie Rose Foundation, to empowering domestic violence survivors alongside Arizona Facial Plastics, Kay’s partnerships prove that branding can be both powerful and purposeful.Together, Julia and Kay dive into the essentials of strategic alignment, contracts, branding benefits, and the evolving expectation that businesses must contribute meaningfully to social good. Packed with humor, wit, and actionable insights, this session will charm anyone passionate about partnering business with social impact.#CauseMarketing #NonprofitInnovation #PurposeBrandingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/17/25 • 30:02

Corporate Social Responsibility (CSR) is becoming increasingly critical for both corporations and nonprofits. Our cohosts dig into the nuances and potential of CSR partnerships. Cohost Tony Beall begins by defining CSR as "what organizations commit to in terms of how they want to represent their brand to the community," encompassing environmental, ethical, social, philanthropic, and economic responsibilities.The duo discuss the strategic importance for fundraisers to understand these distinct CSR pillars to enhance their approaches. Cohost Julia Patrick admits, "I just lumped it all together," pointing to the common mistake nonprofits make. Tony expands on this concept, describing how nonprofits must align specifically with a company's CSR goals to effectively establish mutually beneficial relationships.The discussion explores the intersection between CSR and cause marketing. Tony differentiates the two clearly: "CSR is focused on doing good as part of the business operation…cause-related marketing is how you express what's happening, how you engage customers."Ethical alignment also becomes central in the conversation, citing the value for nonprofits to choose corporate partners whose activities align with their mission and values. Julia speaks to the weight of ethical decisions and the challenge when nonprofit leaders reject lucrative but misaligned partnerships. Tony concurs strongly, remarking, "You have to have those standards within your organization." The two also talk about the practical need for clearly articulated agreements through ‘Memorandums of Understanding (MOUs)’, described as a necessary "formal handshake". This formality, rather than inhibiting relationships, provides clarity and aligns expectations, further nurturing  a more sustainable corporate partnership. Finally, they emphasize relationship nurturing and the critical importance of asking corporate sponsors about their reporting and engagement preferences. Tony says powerfully: "It is so important that we understand what is valuable and important and motivates the individual donors and the corporate supporters."Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/14/25 • 29:13

Nonprofits, the landscape is shifting under your feet, and the urgency to act has never been clearer. Hatsy Cutshall, Director of Government Awards Management at Your Part-Time Controller (YPTC), joined us to deliver an urgent message: communication and clarity are your best defense in these chaotic times. With executive orders rapidly reshaping your funding environment, understanding the roles of federal agencies such as the Office of Management and Budget (OMB) is no longer optional—it's crucial for survival. Hatsy emphasizes, “Never assume that if you've got questions, don't assume one way or the other. Ask those questions because it's better to know up front.” The federal funding landscape is complex, and failure to act proactively can result in detrimental consequences.Hatsy highlights the critical importance of proactive communication with federal program officers, underscoring their role as partners rather than adversaries. Nonprofits should connect with these officers to clarify expectations, understand legal jargon in contracts, and adapt programs quickly in response to shifting circumstances. According to Hatsy, "Program officers are there to partner with you and help you succeed.”This chaotic environment doesn’t only affect nonprofits directly receiving federal funds. Hatsy clearly warns that the impact trickles down, influencing state and local funding channels. Every nonprofit is vulnerable. Ignoring the warning signs can lead to missed opportunities, funding losses, and compliance disasters. The time to engage is now. Reach out proactively, communicate clearly, and build strategic relationships with federal program officers who are your allies, not your adversaries!#NonprofitAlert #FederalFundingFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/13/25 • 29:26

The nonprofit sector is undergoing a seismic shift. More and more rising professionals are being tapped for executive leadership—but are they truly prepared? Enter Brian Quail, an accomplished CEO, consultant, and author of The Ultimate Guide for New Nonprofit CEOs. In this conversation, he unpacks the realities of stepping into nonprofit leadership and why 50% of new CEOs fail within their first eight months on the job!"Boards don’t know how to onboard new CEOs—and they never will," Brian begins. "That’s not why they were recruited. But what they can do is embrace a framework that ensures success from day one."His ‘Five Frameworks Approach’ provides an actionable roadmap, from mastering the first 90 days to understanding financials, donor relationships, and board engagement. He also underscores a major leadership gap forming due to 10,000 Baby Boomers turning 65 every day until 2030, leaving a vacuum in leadership.As Brian points out, “Being a nonprofit CEO isn’t about waiting for a title—it’s about stepping up and leading from the very first day.”This fast episode is a game-changer for current CEOs, aspiring executives, board members, and leadership teams. If you want to stop the high turnover trend and build resilient leadership, don’t miss Brian’s expert insights.  #NonprofitLeadership #CEOOnboarding #LeadershipSuccessFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/12/25 • 31:14

Unlocking the mystery behind donor retention is critical for any nonprofit looking for sustainability and success. Wendy Mercurio, Market Research Specialist from Bloomerang, discusses groundbreaking strategies and unexpected insights.Wendy presents data-driven info highlighting significant gaps and opportunities in fundraising strategies, emphasizing the importance of donor retention over donor acquisition. Wendy begins with a reminder, “The cost of acquiring a new donor is 5 times more than retaining a donor you already have,” bringing into sharp focus the economic and strategic necessity of donor retention. She shares compelling statistics, including the remarkable effectiveness of texting as a communication channel, offering, “If you send a text to your donors, you have an open rate of 95% to 98% within the first five minutes.”Bloomerang’s open access to invaluable research empowers nonprofits with data-driven guidance, such as utilizing donor surveys and personalized communications, to significantly boost retention. This dynamic conversation is a ‘must watch’ for nonprofit fundraisers and leaders wanting practical strategies to energize their fundraising and donor relationships. #DonorRetention #NonprofitStrategy #BloomerangInsightsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/11/25 • 32:22

In 2025’s rapidly shifting employment landscape, adapting gracefully to job changes is vital, especially in the nonprofit sector. We explore the realities and strategies surrounding the recent upheavals in nonprofit employment, particularly in international organizations heavily reliant on government funding, notably USAID, with Katie Warnock, CEO and Founder of Staffing Boutique.Katie, a seasoned expert who is focused on the staffing challenges in the nonprofit world, shares her insights into the complexities facing many seasoned nonprofit professionals suddenly thrust back into the job market.With significant budget cuts looming due to recent policy shifts, nonprofits dependent on USAID funding find themselves in turmoil. Katie emphasizes practical strategies for professionals who find themselves unexpectedly job hunting. Updating resumes with quantifiable achievements is paramount—especially for fundraisers. "Monetize your resume," she stresses, reminding candidates that showcasing the financial impacts of their fundraising activities is essential to stand out.She also strongly advocates leveraging networks, volunteering, and considering temporary or contract positions. "There's not really cons about it unless you need benefits right away," Katie emphasizes, pointing to the practical advantages of temporary roles during uncertain economic times. This episode will help prepare nonprofit professionals to face and overcome the intimidating reality of job transitions—with empathy and clarity.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/10/25 • 32:39

Nonprofits often create strategic plans with the best intentions, yet many fail to achieve their desired impact. Why? We explores the factors that contribute to the breakdown of strategic plans and provide actionable insights into making them resilient and adaptable, with Doug Paul, Managing Partner and Innovation Strategist at Catapult.Doug begins by challenging conventional thinking, offering, "Strategy is always a hypothesis—an informed opinion about how to win." Strategic plans often fall short because they are built for a world that no longer exists. Many organizations cling to outdated planning models that are too rigid to accommodate the dynamic and ever-changing landscape of the nonprofit sector.To truly succeed, nonprofits must rethink their approach. Doug introduces the concept of "assumptions mapping," a technique that scrutinizes the foundational beliefs of an organization to ensure they are sound. He also discusses the importance of "pre-mortem" planning—analyzing potential points of failure before they occur.Continuing, Doug describes how flexibility is key. Instead of treating strategic plans as fixed roadmaps, nonprofits should refresh and iterate their plans regularly, integrating learning cycles every 90 days. This shift allows them to navigate unpredictability with agility and confidence.Doug also points to the need for nonprofits to cultivate an R&D mindset, setting aside 10-15% of resources for innovation and experimentation. "Every once in a while, one of these bets is going to hit, and when it does, it could change everything," he tells us.A nonprofit’s strategic plan should not be a rigid document—it should be a living framework that adapts, learns, and evolves. If your nonprofit can embrace this mindset, you’ll be better positioned to achieve meaningful, sustainable impact! #StrategicPlanning #NonprofitLeadershipFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/5/25 • 29:40

In an era where leadership transitions are inevitable yet often overlooked, we’re digging deep into the timely topic of nonprofit succession planning, with two distinguished experts: Randy Brinson and Julia Burns. Together, they unravel the complexities of interim leadership, succession planning, and talent continuity in the nonprofit sector.The important conversation addresses the urgency of succession planning as a strategic imperative rather than a last-minute scramble. As Julia begins, "Succession planning is having this holistic, thoughtful strategy about your talent pipeline that both makes it effective for today and readies the organization for tomorrow."   The duo dismantle the common misconception that succession planning is solely about replacing a CEO. Instead, it is a dynamic, organization-wide process that fosters leadership development and ensures mission continuity.Randy speaks to the broader scope of leadership transitions, stating, "If we have a cause that our organization is pursuing in the community, the best way for us to sustain success in that cause is to make sure we have a good talent pipeline of the people that we need to achieve that work." The two  also tackle the hesitancy among board members to address leadership transitions and highlights the strategic advantage of treating succession as an opportunity rather than a crisis.Both Randy and Julia provide actionable insights you’ll be able to use, from gathering essential information to fostering a culture of leadership continuity. They also provide info about their upcoming ‘Succession Planning Consultant Boot Camp’, designed to equip consultants and nonprofit leaders with the tools needed to navigate transitions effectively.If nonprofit sustainability and leadership continuity matter to your organization, this episode is an essential watch. More about Third Sector Company.#NonprofitLeadership #SuccessionPlanningFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

3/3/25 • 30:59

The critical art of cultivating donors for the long term—a concept that many nonprofits struggle to implement effectively.Co-host Julia Patrick sets the stage by highlighting the challenge: “We live check to check. Such a bad mentality… we just get this and then we’re moving.” She speaks to the need to shift from short-term survival mode to a sustainable donor cultivation strategy. Co-host Tony Beall, a leading nonprofit consultant, breaks down the process, distinguishing cultivation from stewardship and offering practical steps to build trust-based relationships with donors.One of Tony’s keys is the difference between cultivating and stewarding donors. He explains, “Cultivating a donor means getting them engaged, building trust, and preparing them to make an investment in your organization. Stewardship happens after the gift—it’s about gratitude and long-term relationship-building.” This distinction is crucial for nonprofits looking to create sustainable funding models.The fast (and often witty) conversation also tackles a major issue in the nonprofit sector: fundraiser burnout. Citing data from the Association of Fundraising Professionals, Julia describes how the average tenure of a development professional is only 19 months. Tony offers input on combating this trend: “I’m more interested in building trust than likability. Saying no with an explanation builds trust. And trust is what makes donors stay committed beyond any single fundraiser’s tenure.”The discussion extends to how fundraisers can navigate gatekeepers, effectively identify high-potential donors, and educate nonprofit leadership on the time and strategy required for successful fundraising.For any nonprofit leader, fundraiser, or board member looking to increase donor engagement and retention, this episode is packed with essential strategies to build that ‘sustainable donor pipeline’.#NonprofitFundraising #DonorCultivation #FundraisersFridayFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

2/28/25 • 30:52

Are you ready to transform your nonprofit’s financial future? Host Julia Patrick sits down with Beth Larsen, Vice President of Client Accounting and Advisory Services at JMT Consulting, to demystify financial technology (Fintech) for nonprofits. Fintech often feels overwhelming, but Beth provides a roadmap to help organizations fall in love with technology solutions that streamline operations, enhance financial transparency, and ultimately drive greater mission impact.Beth acknowledges the fear that often accompanies tech transitions: “Those of us that have been through technology transitions can probably draw upon at least one or two experiences where things did not go well.” But she also reminds us of the possibilities: “Imagine a solution where data is flowing throughout your organization, eliminating manual duplication, and giving you real-time financial insights.”This episode explores why nonprofits must embrace financial technology, how to integrate departments for smoother transitions, and how to break down the fear associated with change. Beth also highlights the growing demand for nonprofits to provide more data-driven impact reports to funders and stakeholders, making efficient financial systems more critical than ever.Start your nonprofit’s journey toward financial efficiency and sustainability! #NonprofitFintech #FinancialInnovation #TechForGoodFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

2/27/25 • 31:22

“The mission is not enough to motivate people to come to work.” Cohosts Julia Patrick and Wendy F. Adams sit down with powerhouse guest Yany San Luis, CEO and founder of The Win Woman, to discuss how to build a nonprofit team that drives lasting impact. Yany teaches us the nuances of effective team development, highlighting the importance of both structure and sustainability. She emphasizes that while passion ignites a mission, it is not enough to sustain an organization in the long run.Yany’s expertise centers on strategic growth, revenue generation, and providing outsourced development solutions for nonprofits looking to bolster fundraising and impact reporting. Throughout the conversation, she provides in detail how investing in the right people, processes, and tools creates a foundation for success—even in a sector that often struggles to attract and retain top talent. By referencing alarming statistics such as the average 16-month tenure of development officers, Yany urges leaders to rethink how they onboard, engage, and nurture their teams. She offers. . . “Loyalty is a two-way street, so we have to co-create a career experience for employees.”Far from a dry strategic session, this lively exchange brims with very practical ideas for NPO’s seeking to maximize each staff member’s potential. From microlearning opportunities and more frequent check-ins to reimagining board and funder involvement, Yany’s approach challenges nonprofits to break old habits and embrace a collaborative mindset. More about TheWinWoman.com #NonprofitLeadership #TeamDevelopment #WinWomanFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

2/26/25 • 31:34

An invigorating conversation centering on a game-changing concept: weaving well-being into the very fabric of nonprofit strategy. Anthony A. Dicks, Jr. of 180 Management Group passionately redefines well-being as more than a mere perk, instead emphasizing its critical importance for holistic, sustainable organizational success—especially amidst the evolving complexities of our time.Anthony begins by describing how work can deplete even the most dedicated leaders, stating, “Doing well can compromise well-being…because by doing all the things you're supposed to do, you end up giving so much of yourself.” He reminds us that nonprofits thrive only when their people do—both financially and mentally. This means mindfully designing a culture where the physical, emotional, and social needs of team members are proactively supported. Anthony stresses that leadership itself can be grueling, requiring a resilience strategy every bit as vital as funding or program planning. In exploring “strategic resilience,” Anthony offers a transformative perspective: organizations must intentionally prepare leaders for the tough decisions and challenges they will inevitably encounter. By providing coaching, building community, and embedding resilience into their strategic plans, nonprofits can create pipelines of healthy, future-ready leaders. He says, “We can’t just assume resilience. We have to create environments that enhance it and replenish it.”This conversation, with host Julia Patrick, brims with actionable ideas for nonprofits seeking to elevate their impact. Far from mere theory, Anthony provides grounded approaches, like prioritizing mental health and forging authentic peer support networks. The result is an inspiring call to treat resilience as a cornerstone of operational excellence. While rooted in today’s reality—including lessons learned from the pandemic—the discussion looks forward, championing a new era where strategic planning and well-being go hand in hand. #StrategicResilience#NonprofitWellBeing#LeadershipMattersFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

2/25/25 • 31:52

In this enlightening conversation, Richard Hawkes, CEO of the British Asian Trust, delves into the intricacies of British royal charities and the unique challenges of international development work. Hawkes leads an organization founded by His Majesty King Charles III (when he was the Prince of Wales) and an influential group of British Asian business leaders. The British Asian Trust focuses on South Asia—India, Pakistan, Bangladesh, and Sri Lanka—by partnering with local nonprofits to tackle issues such as education, livelihoods, mental health, and child trafficking. Early in the conversation, Hawkes clarifies that royal patronage is not a financial windfall that magically solves funding challenges. Rather, “He doesn’t have a formal legal role in the running of the organization, however, he’s hugely interested in what we do,” Hawkes states, emphasizing that King Charles actively engages with and advises the Trust on strategic directions but does not provide direct funding. This level of royal endorsement lends credibility, Hawkes explains, but it also heightens the Trust’s sense of responsibility. There is meticulous due diligence in both project selection and donor vetting to uphold the high standards that come with royal patronage. The interview then pivots to the broader context of the UK nonprofit sector, where economic pressures and post-COVID fallout have increased the need for charitable services while simultaneously tightening financial resources. According to Hawkes, these conditions can spur innovative strategies, such as social enterprises and new fundraising models, to address growing demands. One particularly theme is the importance of data-driven impact. Hawkes shares how the British Asian Trust has been pioneering development impact bonds to ensure measurable results: philanthropic funding is disbursed only when certain outcomes—like improved literacy or numeracy—are independently validated. “There’s a big difference between wanting to do good and actually doing good,” he says, pointing to the necessity of evidence-based practice. Hawkes also speaks candidly about navigating the colonial history that still shapes realities in South Asia. His organization’s approach prioritizes local decision-making, with substantial in-country teams and partnerships that empower communities to identify challenges and co-develop solutions. This model intentionally breaks from any vestiges of paternalistic aid, focusing on true collaboration. You’ll gain a nuanced understanding of what it means to be a “royal founding patron charity,” how international nonprofits can respond to social and economic pressures, and why data, evidence, and cultural context are so pivotal to successful interventions. Most importantly, the conversation highlights how passion for social change, guided by strategic collaboration and backed by a dose of rigorous measurement, is the driving force behind the British Asian Trust’s sustainable impact in South Asia. More about BritishAsianTrust.org #RoyalCharities #GlobalPhilanthropy #SouthAsiaFFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

2/24/25 • 30:43