Nonprofit Fundraising Learning
Unleash the power of your fundraising with our curated collection of educational video courses, designed for nonprofits. Step into the expansive and changing world of raising funds effectively, navigating through the proven strategies and innovative techniques that Top Nonprofit Experts shared. These video sessions will lead you on a journey to discover the art and science of persuasive storytelling, engaging donors, and mastering grant writing – to name just a few topics. Whether you are starting a new nonprofit or looking to advance an already robust fundraising program, these learning segments are packed with actionable insights and practical tools to help you reach your goals for your charity, nonprofit, or NGO.
A master class for the year-end!! . . . . . about the importance of data-informed personalization’s and donor stewardship and emphasizing how technology and some human-centered strategies can transform your nonprofit donor relationships. You’ll hear a wealth of actionable recommendations, provided by Diana Otero, Senior Product Marketing Manager at Bloomerang.com.
There’s a lot to learn from this episode, explaining the need to revisit and optimize donor experiences, particularly through personalization. Diana begins by reminding us that even simple gestures, like addressing donors by name, can foster meaningful connections. "Using the donor's name is a great way to build that rapport," she explains. Yet, she urges nonprofits to go deeper, referencing past donor activities to demonstrate genuine understanding and appreciation. This level of engagement, she recommends, doesn’t require individual tailoring for every donor but can be achieved by grouping donors with shared interests or histories.
Another key focus is the intersection of technology and donor relationships. Diana emphasizes the importance of continuously refining digital touchpoints, such as donation pages and year-end giving statements. "Put yourself in the donor’s shoes and see what that experience is like," she advises, pointing out that outdated or cumbersome processes can alienate supporters. She encourages nonprofits to make giving ‘frictionless’, incorporating advancements like digital wallets and mobile-friendly designs to improve accessibility.
Diana also challenges the traditional separation between volunteers and financial donors, advocating for a more integrated view. "Most volunteers are among your most loyal supporters," she says, encouraging nonprofits to recognize and steward all forms of support—be it time, skills, or funds—as part of a ‘holistic relationship’ strategy. By acknowledging the breadth of donor contributions, organizations can inspire deeper and broader engagements.
Diana’s insights are a clarion call for nonprofits to think strategically about data, technology, and personalization. Her advice to regularly revisit systems and practices, coupled with her passion for donor engagement, serve as an energizing reminder of the opportunities for more success combining tech with your mission!
#Nonprofitfundraising #DonorEngagement #YearEndGiving
Nonprofit organizations face a range of challenges, from developing donor gift policies to balancing staff involvement in board meetings. This Fundraiser’s Friday session brings new ideas from questions viewers asked. Watch more details from these ‘takeaway questions and answers’ our co-hosts offered:
Why is a donor gift policy essential? It establishes clear guidelines for managing donations, refunds, and ethical dilemmas, safeguarding the organization and its team.
How should development staff engage with board meetings? Periodic updates (quarterly or annually) suffice to maintain alignment without overburdening staff or meetings.
Should development staff monitor “give or get” policies? Yes, they track contributions, but policing underperformance should remain the board chair’s responsibility.
Should paid staff have voting rights on the board? No, paid staff should advise the board but not vote, maintaining clear governance boundaries.
How can nonprofits mitigate risks associated with large donations? By creating and following comprehensive gift policies that address scenarios like questionable donors or refund requests.
#NonprofitLeadership #DonationPolicy #BoardEngagement
The nonprofit landscape is evolving at lightning speed, and Classy.org’s Social State of Giving Report provides essential insights to navigate these changes. Based on a survey of 1,000 individuals, this groundbreaking study digs into donor behaviors across generational lines, offering invaluable guidance for nonprofits eager to engage better with donors today and tomorrow. The findings underscore the distinct giving habits of Boomers, Gen X, Millennials, and especially Gen Z—the future philanthropic powerhouse predicted to hold $12 trillion in wealth by 2030.
Among the eye-opening insights, Gen Z stands out. This digital-first generation is 10 times more likely than Boomers to share donations on social media, and 41% report being inspired to donate based on social media activity—a behavior that nonprofits cannot afford to ignore. As Michelle Boggs, Classy’s Executive Nonprofit Industry Advisor, explains: “Sharing drives action. It’s not just a post; it’s an invitation for others to act.”
The report also highlights the rise of “impact creators”—trusted individuals on platforms like TikTok and Instagram who inspire followers to donate directly through their campaigns. Over half of Gen Z respondents trust these creators to make donations on their behalf, a testament to the power of personal connection and digital trust.
Host Julia Patrick summed up the report’s transformative potential: “This isn’t just a shift in behavior—it’s a revolution in how we connect, inspire, and engage across generations.”
This report isn’t just data—it’s a roadmap for adapting to seismic shifts in philanthropy, equipping nonprofits to reach new heights.
In the nonprofit world, the final stretch of the year is a critical time to engage donors and maximize fundraising efforts. Muhi Khwaja, founder of Nonprofit Solutions LLC, provides strategies to make the most of this giving season!
Muhi starts with “it's never too late” to activate year-end strategies, even for smaller nonprofits. Highlighting techniques like leveraging board matching gifts and donor segmentation, he stresses the importance of storytelling and direct outreach. For example, showcasing 100% board participation in matching gift campaigns not only inspires confidence but encourages lapsed donors to reengage.
This informative session also explores the power of ‘Giving Tuesday’ as a launchpad for campaigns. Muhi reveals how early, segmented efforts can cut through the noise of donor inboxes and shared practical tips for retaining donors. As he explains, understanding donor preferences is essential, as “every donor is different, and your strategy should reflect that.”
Even underprepared nonprofits can take simple steps, like focusing on high-impact donors or prioritizing personal outreach, to make a meaningful difference. Whether it's through direct mail, email campaigns, or leveraging donor-advised funds, nonprofits can still make the most of the year-end giving season.
Key Takeaways you’ll find on this episode:
Storytelling Matters: Craft compelling, donor-focused stories that emphasize your mission and impact.
Engage Boards: Utilize board members for matching gifts and donor outreach.
Plan for Year-Round Giving: Giving Tuesday is a tool, not the strategy.
#YearEndGiving #Nonprofitfundraising #GivingTuesday
Diversity, Equity, and Inclusion (DEI) in fundraising is more than a trending buzzword—it’s a litmus test for the values driving nonprofit organizations. In this eye-opening discussion between Julia Patrick and Tony Beall, the hosts confront the nonprofit sector’s struggle to break free from its traditional donor stereotypes. Tony launches the discussion with, "DEI is not a project or program—it’s norms and culture. It has to breathe within every facet of your organization, starting at the top." The conversation unearths the uncomfortable truth that many nonprofits continue to approach philanthropy with a narrow focus on wealthy white donors, sidelining diverse voices.
Julia highlights a glaring oversight, recounting her shock at boards serving predominantly Hispanic communities yet lacking Spanish-speaking members. "How can you make decisions for a population whose language you don’t even speak?" Her hard-hitting critique calls out the urgency for inclusivity in nonprofit leadership.
Tony provides actionable insights, championing “donor equity,” which shifts the focus from the dollar amount to donor engagement. He recalls the transformative impact of inclusive marketing materials, such as showcasing individuals using adaptive devices—a step that left him "teary-eyed." The key takeaway you’ll get? Representation matters at every level, from boardrooms to promotional campaigns.
The dialogue pushes organizations to adopt DEI as a core value, not just a fleeting initiative. "Call it out when it’s missing, celebrate when it’s present," Tony says, reminding nonprofits that fostering inclusivity requires persistent advocacy and intentionality.
You’ll discover how this conversation is both a wake-up call and a road map for nonprofits eager to build authentic, inclusive relationships with their donors and communities. Let’s move beyond checking boxes—this is a chance to redefine the future of fundraising.
Hiring a development director is one of the trickiest challenges nonprofits face today. With an average tenure of just 16 to 18 months, it’s no wonder organizations struggle to build sustainable fundraising programs. In this lively conversation, special guest Ellen Heydon, along with co-hosts Julia Patrick, Wendy Adams, unpack the harsh realities—and promising solutions—of hiring and retaining top talent. This eye-opening discussion offers actionable steps to address turnover, build fundraising cultures, and set realistic expectations. It’s a must-watch for you if you’re serious about nonprofit fundraising.
Ellen, of Excellent Designs LLC, doesn’t sugarcoat the problem: “It takes three years to build a successful fundraising program, but most development directors don’t even make it past the first 18 months.” Ellen launches right into the importance of creating a supportive infrastructure before hiring, including executive directors mastering the basics of fundraising themselves.
Wendy, reflecting on her 12+ years of nonprofit experience, adds in about the need for preparation. “Expectations must be coupled with a plan. You can’t just say, ‘We want 10% growth.’ How? From what?”
The trio share several practical strategies, such as conducting SWOT analyses to set realistic benchmarks and involving board members in fundraising education. “Put them in the room,” Wendy urges, “Let them hear from the sector—not just you.”
Continuing, Ellen challenges nonprofits to rethink their culture. “Fundraising isn’t transactional; it’s relational. If we’re not investing in relationships, we’re just following the norm—and failing.”
The world of grants for nonprofits, with Julia Patrick and Tony Beall, in a dynamic Fundraisers Friday learning episode, “Grant Writing and Readiness.” Packed with actionable and powerful takeaways, this informative conversation is your gateway to mastering the art and science of grant writing, regardless of your nonprofit's size.
Julia kicks off with a wise reminder: “Grant writers are amazing human beings—they’re the oil in the machine of nonprofit success.” From there, Tony, aka “Mr. Nonprofit Consultancy,” shares his expertise on navigating grant cycles, taking some of the mystery out of the intimidating grant process, and showing how to leverage those relationships for long-term success. He offers up, “A grant is the perfect combination of style and substance. It needs to tell a story and evoke an emotion while delivering hard data and measurable outcomes.”
Key points thoughout the conversation include understanding the importance of grant cycles, the benefits of digitized grant portals, and how to handle rejection with grace and determination. Tony speaks to the value of collaboration: “Funders are looking for solutions that make the most impact—building relationships and collaborating with other organizations can open doors you never anticipated.”
Whether you're crafting your first grant application or refining your strategy, this episode offers insights to transform your approach.
the incredible impact of the Eide Bailly ResourceFULLness Award, a unique grant that celebrates creative problem-solving among nonprofits. Host Meico Marquette Whitlock speaks with Deb Nelson from Eide Bailly and Alyssa Golob, Executive Director of Helping Paws of Minnesota, to discuss the transformative impact of this award on organizations like 2024 winner Helping Paws, which trains and places service dogs with individuals in need.
Deb explains the award’s goal and how winners are selected: “We created this award to showcase nonprofits that think outside the box—it's about mining your diamonds, finding what you already have, and making it work for you.” She speaks to the importance of clear, compelling communication, sharing that organizations who excel in storytelling and impact often resonate most with judges.
2024 Award winner, HelpingPaws.org, Alyssa Golob, shares the journey of Helping Paws’ "More Dogs, More Impact" campaign, which aims to quadruple the number of service dogs placed annually. “Our waiting list for a service dog is two-and-a-half years. With this campaign, we’re aiming to reduce that significantly, allowing us to match more dogs to people who need them.” She reveals how they creatively involved donors in the campaign with a unique challenge that inspired significant community support.
Through this conversation, we learn that strategic fundraising, social media storytelling, and genuine engagement with community members are keys to success. The discussion amongst the trio also highlights the evolving role of social media in nonprofit storytelling, with past winners using digital platforms to effectively amplify their messages and impacts. Find out more about the award and the application process: EideBailly.com
Are monthly giving plans a stable, sustainable revenue source for nonprofits?
Explore the options and issues with cohosts Julia Patrick and Tony Beall. These plans, often overlooked, are essential for building consistent support and cultivating a pipeline of engaged donors. Julia kicks off by noting, “I think this is the secret sauce to a lot of really successful organizations.” Monthly giving allows organizations to focus on donor engagement without the intense efforts required for one-time donations.
Tony elaborates on the evolution of giving methods, observing, “The core values and foundation of this work haven’t changed, but technology has transformed how we approach it.” From the early days of pledge cards to today’s seamless online options, technology has empowered even small organizations to implement effective monthly giving programs.
As the discussion progresses, they highlight the critical role of stewardship in maintaining donor relationships. Tony explains, “You tend to have as much as 85 to 90% retention with robust programs.” This high retention underscores the importance of making monthly donors feel valued and part of a community. Whether by offering project-based updates or mission-centered communication, nonprofits can maintain engagement and encourage future involvement, potentially elevating monthly givers to major contributors.
Both cohosts agree that supporting staff, board members, and volunteers in promoting these programs can further strengthen results. With creative incentive programs, nonprofits can foster a team-driven approach, making monthly giving a core part of fundraising strategy.
#MonthlyGiving #DonorEngagement #NonprofitSuccess
Sherry Quam Taylor, CEO of Quam Taylor, discusses the nuances and challenges of nonprofit board "Give or Get" policies. Sherry challenges the common practice of requiring board members to either donate a set amount or "get" equivalent donations from their networks, arguing that this approach can hinder true relational fundraising and overall organizational growth. She begins with, “If my board member is going to give an hour or two outside of that monthly meeting, I actually want it to be things that are building that network and the relationship with people who have the ability to be a mid or major level donor.”
Show Host Julia Patrick and Sherry look deep into the unintended consequences of the give/get policy, like perpetuating a transactional mindset rather than fostering deep connections. Sherry explains, “We want every donor giving their best gift… that goes for board members too.” By creating policies that make it easier for board members to give their "best gift," boards can drive sustainable funding, while making board service more inclusive and meaningful. This lively and sometimes funny conversation emphasizes rethinking board contributions, embracing relational fundraising, and even "offering scholarship" seats to diversify and cultivate future leaders. Julia offers up, “This is a super cool way to get that next-gen leadership coming in.”
Key takeaways you’ll find:
1. Fundraising should prioritize relationships, not transactions.
2. Rethink "give/get" requirements to encourage board diversity.
3. Empower board members with relational, impactful ways to contribute.
The innovative Social Sector Hero Award celebrates organizations that are making measurable improvements in their communities through impact-driven initiatives. The Social Sector Hero Award offers over $20,000 in prizes to organizations that embody eight principles. Adam Luecking, CEO of ClearImpact.com, who has dedicated 18 years to supporting public sector and philanthropic organizations, shares details about the award and provides insights on the importance of measurement in driving meaningful change. "At the end of the day, we need to help people bring precision to their passion," he says, promoting the need for data-driven accountability in nonprofit work. Nominees don’t have to be clients of Clear Impact—they just need to demonstrate a commitment to improving lives. “We want to build champions who can articulate these concepts to others in their organization,” Adam says--highlighting the award's mission to foster leadership and measurable growth within the sector. Learn more about applying for the award at SocialSectorHero.com
Host Julia Patrick asks Adam to share how Clear Impact is revolutionizing the way organizations measure success. Through their work, Clear Impact supports nonprofits by offering practical tools like the Scorecard—a free tool that lets organizations track their progress in real time. This tool helps nonprofits align their efforts with measurable outcomes, ensuring that every step taken is purposeful and impactful. Adam comments, “The only way to bring precision to your passion is through measurement.”
Adam’s emphasis on marrying narrative with data is transformative for the sector, blending the emotional appeal of storytelling with the power of transparent, measurable results. “Transparency creates trust,” Adam goes on to explain as he advocates for nonprofits to openly share performance reports to gain trust from funders and community members alike.
#SocialSectorHero #ImpactMeasurement #Nonprofitawards
Exploring the nuances of what it takes to succeed as a nonprofit fundraiser, especially in an evolving sector that is increasingly professionalized. In this Fundraisers Friday episode, Julia Patrick and Tony Beall chat about the rewarding yet challenging world of professional fundraising. Julia sets the beginning tone with a meaningful reminder in light of today’s tumultuous times. . . . “We’re going to need professional fundraisers now more than ever.”
Tony shares that nonprofit work wasn’t always viewed as a career path; rather, “a lot of us just kind of stumbled into this work.” Now, nonprofit professionals can earn a solid wage and receive specialized education. Both hosts emphasize the importance of core competencies—like ethical integrity, relationship building, and data analysis—to excel in this field. Tony comments, “To be a successful fundraiser, you have to have a high level of integrity and just, you know, ethics beyond question.”
A key part of their conversation is the value of persistence in a role known for its high turnover. Julia points out that many fundraisers only stay in one job for an average of 18-19 months, yet Tony reassures aspiring fundraisers with a can-do spirit, saying, “I believe all things are possible when we communicate in a way that ensures all things are possible.”
These two don’t just provide advice; it’s a call to action for fundraisers to be adaptable, passionate, and resilient in an often-demanding role. Whether you’re new to the field or a seasoned pro, this discussion will reenergize your commitment to making a difference.
#NonprofitLife #FundraisingSuccess #ProfessionalFundraiser
A winning fundraising strategy requires nonprofits to align their mindset, clarify their message, and consistently apply methods that prioritize donor engagement and community impact. Fundraising expert Peter Heller joins co-hosts Julia Patrick and Sherry Quam Taylor, to explore the essential "Three M's for Fundraising Wins": Mindset, Message, and Method. Peter, CEO and Founder of Heller Fundraising Group, emphasizes the importance of mindset in fundraising, beginning with, "If you don’t think your nonprofit is worth it, then it’s time to pack up or get a new job." According to Peter, nonprofit teams often struggle with self-doubt and limiting beliefs that can dampen their fundraising potential. Sherry adds that, "Mindset isn't 80% of the battle—it’s everything."
The trio then explore the "Message" aspect. Peter advises nonprofits to focus on the positive future they aim to create for their community, rather than portraying themselves as the hero of the story. This strategy, he explains, fosters deeper donor engagement. He says, "Your nonprofit is simply the catalyst or vehicle for positive community change." Finally, the 3 discuss the "Method," where Peter advocates for a structured, year-long approach to fundraising. He stresses the importance of diverse fundraising methods, saying, "It’s not about just one big gala or campaign but engaging major donors consistently every month." This organized approach allows nonprofits to maximize their impact while avoiding common pitfalls, like over-relying on event planning instead of donor relationships.
Christine Sakdalan and Miguel Valentin of MVP (mvpoc.org) dive into the complexities of sustaining a nonprofit in a challenging funding environment. MVP’s mission to empower young leaders from underserved communities is met with enthusiasm and grounded insight from both leaders. Christine emphasizes the organization's goal: “If we could only help one person, it would all have been worth it.” For Miguel, it’s about sustaining momentum: “When you’re wishing you could do more, it’s important to step back and celebrate what’s been accomplished.”
Miguel and Christine describe strategies like diversifying revenue streams, engaging in creative fundraising, and, crucially, maintaining board and volunteer engagement. They stress that successful nonprofits need not just dedication but also clarity on mission, expectations, and resilience, a sentiment echoed in Christine’s reflection: “We need transparency and accountability. That’s the winning combination.
#NonprofitLeadership #YouthEmpowerment #SustainableImpact
The delicate and often overlooked subject of compensation for nonprofit fundraisers! With hosts Julia Patrick and Tony Beall. The Fundraiser’s Friday duo highlight the wide spectrum of pay scales in the sector, ranging from entry-level salaries of $40,000 to executive roles reaching $180,000, with Tony emphasizing the importance of transparency. He says, "We’re seeing more organizations list salary ranges in job postings, and that transparency saves everyone time." This transparency, he suggests, could aid nonprofits in attracting talent and cultivating a healthy work environment, especially as the labor market tightens.
The enlightening chat also digs into the benefits nonprofit organizations can offer to attract and retain talent, such as flexible work arrangements and reduced dress code expenses for remote employees. Julia reflects, “We have these nickel-and-dime expenses, like dry cleaning and transportation, that working from home can alleviate.” And Tony speaks about the sector's shift towards professionalism and equity: “If you want the best talent, you need to offer packages that meet people where they are in life.”
#NonprofitCompensation #FundraisersFriday #NonprofitTransparency
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