Nonprofit Mergers: Smart Strategy or Last Resort?
Nonprofit mergers and acquisitions aren’t a sign of weakness—they’re a powerful strategy for long-term viability and community impact. In this leading edge conversation, we bring together two sector leaders: Tim Davis, President and Managing Partner of Glick Davis and Associates, and Jeffrey R. Wilcox, CEO and Founder of Interim Executives Academy. Together with host Julia Patrick, they chart a bold roadmap for organizational transformation through strategic partnerships, timely interim leadership, and cultural integration.
As Jeffrey begins, “A sustainable nonprofit must first be viable. And to be viable, you must be survivable.” He challenges nonprofits to move beyond survival thinking and embrace strategic collaboration before financial or leadership crises strike. Tim Davis builds on that, offering a real-world example of three regional nonprofits merging their missions to secure larger grants and extend their reach: “Instead of three groups asking for $10,000 each, they made a unified ask for $100,000—and won.”
The conversation digs into the uncomfortable truths of nonprofit M&A—ego, fear, and lack of information—but offers actionable strategies. Tim emphasizes that success is cultural, not just financial: “Unless you build the culture between organizations, one side is always unhappy.” Meanwhile, Jeffrey explains the unique power of interim leaders to guide organizations through this kind of transformation: “Interims help people reach the conclusion themselves—it becomes their idea, their ownership.”
This episode doesn’t just present M&A as a lifeline for nonprofits in distress—it reframes it as a proactive, bold strategy for those who want to own their future. With funding shifts, demographic changes, and leadership transitions accelerating across the sector, Tim and . . . . . . . . .
Events, Donors, Deadlines: Managing Fundraiser’s Stress!
We engage in a candid, layered conversation about one of the sector’s least addressed yet most persistent realities: stress. Specifically, the stress experienced by nonprofit fundraisers who juggle mounting expectations, emotional labor, event overload, and relentless revenue goals.
Cohost Julia Patrick opens with a sobering observation: “We can’t, as a sector, keep fundraisers going. They burn out and leave—an average tenure of only 18 months.” This sets the tone for a deep dive into the sources of that burnout and practical frameworks to address them. Cohost Tony Beall offers a powerful, centering reminder: “Give yourself the grace and accept that you need these things for yourself. There’s no guilt in taking care of the caretaker.”
Together, they examine six categories of stress fundraisers commonly endure: revenue pressure, donor expectations, event management demands, campaign overload, internal organizational scrutiny, and peer isolation. Instead of simply bemoaning these conditions, the cohosts provide tactical insight. From outsourcing logistics and investing in professional benefit auctioneers, to building strong volunteer committees and peer support networks, they propose both mindset shifts and structural solutions.
Tony emphasizes the importance of open and honest communication—up, down, and across the organization—as one of the most effective antidotes to mounting stress. Equally essential, Julia insists, is understanding the often-forgotten emotional toll of donor relationships and campaign deadlines, which can be exacerbated by unrealistic leadership expectations or outdated traditions like “we’ve always done this event.”
What emerges is a roadmap for healing a profession at risk. This isn’t just an episode—it’s a resource, a reset, and a reaffirmation for nonprofit professionals who need permission and tools to stay in the . . . . . . . . .
Hope Over Fear: DEIB Leadership in a Testy Climate
In a conversation as timely as it is timeless, we welcome Gordon Sims, Director of Development at the Diversity Center of Northeast Ohio, to explore how nonprofits can sustain their commitment to DEIB (Diversity, Equity, Inclusion, and Belonging) amid increasing societal and political scrutiny. Joined by cohosts Wendy F. Adams and Julia Patrick, this dialogue doesn’t flinch from the complex realities of today’s climate—but it also doesn’t surrender to them.
Gordon traces the DEIB movement’s lineage back nearly a century, when Catholics and Jews united to counter hate, showing that “this movement and this work is far bigger than this political cycle.” His words remind us that while terminology and tactics may shift, the core intention remains: equal access, safety, and dignity for all. “The intent really was never to create preferential treatment for anyone,” he says, “but to just give equal treatment and opportunities.”
This conversation acknowledges how the DEIB landscape has been reshaped by fear, legislation, and misinformation. Yet it offers clarity and resolve. Gordon uses a poignant metaphor comparing DEIB to theme park “fast passes,” where historically marginalized communities have been left to wait in line while others bypassed them. DEIB, he emphasizes, is about giving everyone the opportunity to get on the ride—no more, no less.
Equally compelling is the discussion around strategy. Gordon highlights the importance of language, framing, and tone when approaching these issues, especially in environments where such topics are misunderstood or even banned. “Sometimes we have to choose between being right and being strategic,” he shares, quoting trainer Erica Merritt. The challenge lies in advancing . . . . . . . . .
Inside a Disability-Inclusive Summer Camp: Lessons in Leadership
Dawn Trapp, CEO of the Civitan Foundation AZ, delivers an inspiring and detailed look into how her organization successfully runs a summer camp for individuals with disabilities. With operations dating back to 1968, Civitan has evolved from a modest two-week camp into a year-round service hub providing inclusive programming, employment training, arts initiatives, and a deeply supportive community.
Dawn shares the journey of navigating decades of change—from shifting public perceptions to compliance with modern licensing, insurance, and risk management needs. The organization made a pivotal decision during COVID to remain open, extending their camp season when many others shut down. “We stayed open… and it was probably one of the best decisions that we made for everybody,” she says, reflecting on how camp served as a safe haven for campers and staff during uncertain times.
Camp Civitan serves a broad age range—from 5 to 83—and a spectrum of disabilities, tailoring programming to meet diverse needs. Dawn emphasizes the importance of respite not just for the campers, but for their families. Many use state-provided respite funding to cover attendance, enabling caregivers to rest, while campers experience joy, independence, and connection.
Staffing is one of Civitan’s most pressing challenges, especially given its rural location. Dawn shares how they addressed this by bringing in international staff and launching the “Grow Our Own” program, cultivating future leaders from within their own volunteer base—some of whom started at age six and are now on staff. Civitan also maintains ownership of its 15-acre camp, which provides long-term flexibility but comes with substantial cost and maintenance responsibilities.
From risk mitigation to . . . . . . . . .
Creative Aging: The Movement Nonprofits Can’t Ignore!
Julie Klein and Sarah Jacobus from Lifetime Arts take a deep and inspiring dive into the transformative world of creative aging. As America’s population shifts, nonprofits must adapt—and creative engagement is an exciting and necessary path forward.
Together, they break open the outdated, medicalized view of aging and replace it with a vision where creativity, choice, and social connection are seen as core elements of a vibrant older life. They explore how creative programs provide empowerment, reduce isolation, and foster new identities for older adults—a dynamic shift nonprofits can’t afford to ignore.
Julie Klein, Director of Program Strategy at Lifetime Arts, passionately describes the organization’s mission: “Our goal is to weave creative aging into the fabric of our communities.” She shares her personal journey, rooted in childhood experiences of writing plays for her grandparents, that fueled her dedication to bridging generations through creativity.
Sarah Jacobus, Creative Writing Trainer, reflects on her own pivot into this field, especially during COVID, sharing: “Being in a creative aging class is really establishing a new sense of identity—one that’s empowering and energizing.”
The conversation also tackles the nuances of gender differences in participation, the need for thoughtful partnerships, the silent influence of ageism, and the exciting expansion of training opportunities for nonprofits of all kinds—even unexpected ones like botanical gardens.
This episode will challenge you to ask: Are we ready to serve an aging population creatively, inclusively, and dynamically?
Real Talk for Fundraisers: Goals, Gratitude, and Getting It Done
It’s Fundraisers Friday, and Julia C. Patrick and Tony Beall are back with an episode full of big opinions, thoughtful advice, and even a little Kung Fu Panda wisdom. This time, they dive into real questions from viewers—and they don’t hold back, with an honest and supportive conversation about the ins and outs of development work, from transparency in fundraising goals to the fine line of donor privacy.
One of the first questions tackled: Should fundraising goals be shared organization-wide, or kept within the C-suite? Tony makes the case for balance: “The way you communicate goals matters—empathy and intention are key.” Julia adds that fundraisers often get put under pressure when goal updates trickle down without context or support.
They also unpack a tricky topic—sharing top donor info with board members. Julia suggests, “Having a policy is key. Without it, you risk someone casually announcing a donor’s gift in public.” Tony agrees but reminds us, “Unless the donor asked for anonymity, listing them for board review isn’t a breach of privacy.”
Perks for development staff? This duo has thoughts. Forget just bagels—Tony encourages nonprofits to ask staff what’s actually meaningful to them. From car washes donated by board-owned businesses to flexible scheduling, he reminds us, “Perks don’t have to cost much to show value.”
Perhaps the most surprising take came on newsletters vs. annual reports. Tony challenged the typical approach, saying monthly newsletters can feel stale, while an annual report can be a dynamic, story-driven tool: “If I had to choose, I’d go with the annual report every time.”
To close, Julia teases upcoming episodes (like managing fundraiser stress) . . . . . . . . .
Nonprofits—It’s Time to Rethink Financial Success!
Understanding what it really means for a nonprofit to be financially successful—and no, it’s not just about the size of your bank account. Beth Larsen, VP of Client Accounting and Advisory Services at JMT Consulting, explains.
Financial success, Beth explains, is fundamentally about “whether or not you have the resources to fulfill your mission effectively.” It’s a mindset shift from passive accounting to active financial management, where success is defined by the ability to match your assets to your mission-driven activities.
Beth digs into how nonprofits can and should assess their financial health by tracking three core metrics: monthly operating results, available unrestricted cash, and current ratio. She emphasizes that these metrics aren’t just nice-to-have—they’re essential to making real-time strategic decisions and maintaining stability in uncertain economic times.
“Most nonprofits are dealing with demand that far exceeds available resources,” she shares. “That means decision-making must be rooted in data and aligned with mission, not just money.”
The conversation moves from theory to practice, with Beth advocating for a solid financial foundation built on clean data, clear processes, and internal discipline. She outlines actionable best practices like having written financial procedures, separation of duties, automated systems, and integrated budget planning that includes development and operations.
Host Julia Patrick and Beth also reflect on their past experiences during the 2008 recession—where both faced impossible decisions around shelter programs and fundraising gaps—and draw relevant lessons for today’s leaders.
Whether your nonprofit is flying blind with checkbook accounting or wrestling with boardroom fear around financial topics, Beth’s calm, strategic approach lights a clear path forward. Her message is both urgent . . . . . . . . .
The 6 Innovation Rules Every Nonprofit Needs Now
Leah Kral, social impact consultant and author of Innovation for Social Change, joins cohosts Julia Patrick and Sherry Quam Taylor for a spirited deep-dive into how nonprofits can rethink innovation—no Silicon Valley badge required!
Leah sets the tone early, challenging the misconception that innovation is only about gadgets and tech. “Innovation is simply finding new and better ways of doing things,” she says, reframing it as a mindset accessible to nonprofits of every size. Whether it’s Habitat for Humanity’s volunteer model or a legal aid clinic swapping clipboards for iPads, she insists, “People are innovating all the time in the nonprofit sector—they just don’t always realize it.”
Throughout the conversation, Leah shares why many nonprofits feel stuck: good intentions clouding decision-making, risk-averse leadership, and the pressure to produce “glossy” reports with no room for trial-and-error. She offers a refreshingly realistic take—yes, failure might happen, but so might wild success. “It’s far better to fail fast and fail small than never experiment at all,” she notes.
Leah introduces her six principles of innovation: think like a detective, ask courageous questions, empower frontline workers, leave room for experimentation, pursue continuous learning, and master the art of persuasion. She backs each with vivid examples—from the night staff at Mayo Clinic improving patient care, to the global success of WorldReader’s mobile reading app born from failed Kindle pilots.
Cohosts Julia and Sherry echo the importance of curiosity and culture, with Sherry noting, “A curious leader sets the tone for the whole team.” Leah agrees and highlights that personal innovation is just as vital as organizational change.
What’s the biggest takeaway? Innovation isn’t a . . . . . . . . .
Why HR is the Executive Director’s Superpower
Executive Director Janelle Miller Moravek of Youth and Family Counseling takes us behind the curtain of what it really means to make HR the Executive Director’s greatest ally. This isn’t just an HR pep talk—it’s a dive into how transactional excellence, emotional intelligence, and succession planning can transform your organization’s culture, resilience, and impact.
Janelle brings real-world insights from her 15-year journey leading a nonprofit mental health organization that grew from a $680,000 budget to $2.8 million and expanded to three locations. What’s her secret? A thoughtful, strategic approach to human resources.
“We’ve always had to create an experience for our employees that attracts the talent we need,” she shares. In a sector where nonprofits can’t match private sector salaries, Janelle emphasizes designing career ladders and crafting meaningful employee experiences as key levers in recruitment and retention.
She also doesn’t shy away from accountability: “We need to look back at ourselves. Our staffing changes often come about because of something we’ve done.” Her refreshing honesty sets the tone for a discussion that’s as practical as it is reflective.
From the nitty-gritty of job descriptions to navigating a multigenerational workforce and preparing for the “silver tsunami” of retirements, Janelle urges leaders to embrace HR not just as a compliance mechanism, but as strategic scaffolding that supports every function in the organization.
The episode explores how nonprofits—especially smaller ones—can structure succession planning without fear, cultivate middle management, and share leadership in ways that increase organizational capacity and decrease burnout.
As she puts it, “HR is scaffolding. It’s how you manage the work and the people—it can’t just be the ED holding it . . . . . . . . .
Why Hackers Target Nonprofits—and How to Stop Them
Why would cybercriminals target nonprofit organizations—entities dedicated to doing good? According to Alex Brown, Director of Cybersecurity Solutions at Richey May, the answer is both chilling and practical: “Hackers are heartless,” he says. “They just want the information or funds or whatever they can get.”
In this eye-opening episode, host Julia Patrick and Alex explore the intersection of digital vulnerability and mission-driven work. Nonprofits may not seem like lucrative targets, but they often possess exactly what bad actors seek: valuable donor data, low cybersecurity maturity, and outdated assumptions about their exposure to risk.
Alex breaks down how modern cyberattacks no longer rely solely on high-dollar ransoms. Instead, sensitive donor data—especially involving high-net-worth individuals—can be easily sold on the dark web. What makes nonprofits especially attractive is not just the value of the data but the relative ease of access. “The corner store is a lot easier to take things from than your bank,” Alex notes, comparing nonprofit vulnerabilities to the path of least resistance.
AI has accelerated this threat. With the rise of tools like ransomware-as-a-service, cybercriminals now use bots to scan for weaknesses and deliver targets without lifting a finger. While nonprofit teams may be using AI for grant writing, hackers are using it to scale attacks with terrifying efficiency.
The conversation also confronts the false sense of security nonprofits place in cloud-based platforms. Many believe these tools handle all aspects of protection. In reality, the shared responsibility model places the onus on organizations to control user access, manage passwords, and train staff to identify suspicious activity. “It’s secure while it’s in the . . . . . . . . .
When to Expand Your Nonprofit Fundraising Team
One of the most pressing conversations in nonprofit leadership: when and how to expand your development team! With humor, candor, and real-world insights, our cohosts unpack the strategy behind scaling up—and why it’s not just an “expense” but an investment in your mission’s growth.
“Now more than ever—we’ve heard that phrase for decades. We need to call things out for what they really are,” Tony Beall begins, challenging nonprofit leaders to rethink overused buzzwords and focus instead on strategic timing. Expansion isn’t just about growth—it’s about aligning strategy, operations, and finance to support your organization’s evolution.
Julia Patrick adds: “So many nonprofits are going to have to change the way they look at their revenue models… and their labor structures.” She emphasizes that expanding your fundraising team is not just a trend—it’s a necessity in a shifting landscape of donor behavior and economic pressures.
The duo explores reasons for team expansion, from burnout prevention and portfolio diversification to risk mitigation. Tony offers a caution: hiring someone simply for their donor list is shortsighted. “I’m not hiring you for your portfolio of potential. I’m hiring you for your ability to perform.” That clarity helps frame realistic expectations and long-term outcomes.
They also discuss the evolving spectrum of fundraising talent—why someone good at one-on-one donor relationships might not excel at grant writing or digital campaigns. Tony and Julia encourage leaders to define the revenue streams they aim to grow, then match those streams with specialized skills, not generic fundraising experience.
Another highlight: the value of hiring individuals with mission-aligned backgrounds, even if they come from outside the sector. Whether it’s a . . . . . . . . .
LinkedIn for Nonprofits: Turn Your Story Into Funding
Are you a nonprofit leader hiding in plain sight on LinkedIn? Emmy Award-winning journalist and founder of StoryLede, Bofta Yimam, delivers a powerhouse session on transforming your LinkedIn presence into a strategic tool for visibility, donor attraction, and lasting impact.
In this energized, tactical conversation, Bofta lays out why storytelling and consistency—not just random posts—are the keys to creating real ROI on LinkedIn. Whether you’re leading a small startup or managing a national organization, this episode will challenge your thinking and upgrade your online presence.
| “Nonprofit leaders who own their story decide that the vision is more important than their ego.”
| “People care about transformation. They want to know how you got here and why you care so much.” –
Top LinkedIn Success Tips You’ll Learn:
- Post 3x a week with intentionality
- Define 5 personal or organizational themes to build content around
- Use the first 200 characters of every post as a hook
- Share transformation stories that connect emotionally
- Stop over-selling—focus on thought leadership
- Don’t interrupt high-performing posts
- Engage meaningfully before and after you post
- Add new eyeballs weekly (via search + 2nd connections)
- Rotate post types: carousel, tips, video, and inspiration
- Support others’ content—remember, it’s social media!
Whether you’re seeking more visibility, stronger donor relationships, or a better brand narrative, this episode is a LinkedIn masterclass built for the nonprofit world.