Fundraising Shakeup: Local, Smart, Data-Driven
Explore the intersection of philanthropy, data science, and the evolving tools shaping nonprofit fundraising, with our guest, Scott Brighton, CEO of Bonterra. Bonterra, a software company serving both nonprofits and funders, processes nearly 10% of all U.S. philanthropic activity outside government sources. This scale gives Scott and his team a uniquely comprehensive vantage point to identify what truly drives growth and effectiveness in today’s nonprofit landscape.
The episode centers on Bonterra’s newly released ‘2025 Impact Report’, which identifies strategic patterns and technologies used by high-performing nonprofits. Scott explains, “We’re not just looking at the growth of philanthropy; we’re looking at what successful organizations are doing differently.” Key among those behaviors is fundraising diversification—no longer a suggestion but a necessity, especially in light of sudden disruptions like cuts to federal funding. Scott shares that some Bonterra clients saw 90% of their federal funding evaporate overnight, a stark reminder that relying on a single funding stream is risky.
Technology, and specifically AI, is positioned as the great equalizer. Scott introduces tools like “Optimized Ask,” which uses behavioral data to recommend the right donation amount for each donor, improving average donor yield by 11%. This innovation, he explains, enables nonprofits to effectively engage their long-tail donors without additional staff—something that was previously out of reach for most organizations.
Another key point Scott shares is the local nature of nonprofit growth. Despite a doubling of registered U.S. nonprofits over the last decade (now nearing two million), 90% operate with budgets under $5 million. Rather than viewing this as a challenge, Scott sees it as a feature: these . . . . . . . . .
The Intentional Nonprofit Executive: Strategies for Sustainable Leadership
In an era marked by organizational strain and evolving workplace expectations, leadership must move beyond traditional fixes and embrace systemic transformation. Patrick Farran, PhD, MBA, co-founder of Ad Lucem Group, joins host Julia Patrick to dissect the true nature of burnout, succession, and sustainable engagement in nonprofit leadership.
Patrick challenges the prevailing assumption that burnout stems solely from overwork. “The number one cause of burnout is not overwork—it’s the loss of agency,” he explains, arguing that without autonomy, even meaningful work becomes draining. Rather than defaulting to micromanagement during times of stress, Patrick advocates for building cultures rooted in trust, purpose alignment, and shared responsibility.
Drawing from decades of executive coaching and organizational consulting, Patrick offers a framework built on three pillars: personal legacy, building others, and systems thinking. His advice is clear—leaders must be deliberate about cultivating capability in others and embedding processes that outlast any individual. This approach not only fortifies the organization but reduces the high failure rate of executive transitions.
He also introduces the concept of “job crafting,” citing research on hospital janitors who redefined their roles around meaning rather than task lists. This practice, when applied in nonprofit settings, can create clear pipelines for succession and foster resilience.
Another key theme is the embrace of constructive conflict. Patrick quotes Adam Grant: “The absence of conflict is not harmony—it’s apathy.” Healthy disagreement, he argues, is not a threat but a catalyst for innovation. Nonprofits should harness this energy to align purpose, improve communication, and prepare for inevitable turbulence.
Finally, Patrick outlines how appreciative inquiry—a strength-based framework—can transform leadership conversations and shift . . . . . . . . .
Secrets Behind Fundraiser’s Salaries Revealed!
How much should a fundraiser make—and why is it still taboo to ask?
Cohosts Julia C. Patrick and Tony Beall tackle the longstanding silence around nonprofit salary transparency. “There isn’t a whole lot of trust around this topic,” says Tony, “and it’s good for us to start talking about it.” What unfolds on this Fundraiser’s Friday episode is a candid, layered discussion about job titles, compensation expectations, and the complicated politics behind who earns what—and why.
Fundraising jobs are not one-size-fits-all. As Tony explains, “There are assistant positions, manager roles, directors, officers—each with its own accountability level, not just a paycheck.” But the sector’s tendency to obscure salaries makes it difficult for professionals to map their advancement. Julia adds, “Talking about salary used to be grounds for dismissal—higher up than reporting abuse. Think about that.”
The duo explore the overlap and confusion between job titles—director vs. officer—especially across healthcare, higher ed, and arts institutions. While some roles sound loftier than others, Tony argues that “titles are often interchangeable,” driven less by function and more by organizational type.
Experience doesn’t always translate to higher pay either. “Ten years in doesn’t mean a pay jump if you’re not at the right org,” says Tony. Instead, professional development, certifications, and even microlearning now influence compensation more than tenure. The hosts underscore how nonprofits are slow to reward results: even fundraisers who exceed goals may still hit salary ceilings unless they leave for a new organization.
And it’s happening often—turnover is the sector’s open secret. With development staff staying an average of just 19 months, organizations are hemorrhaging talent due to stagnant pay . . . . . . . . .
Nonprofit Raffles, Auctions, and Events: Why It Matters To The IRS!
Is your nonprofit planning a gala, auction, or bingo night? Before you book the venue or sell that first ticket, there’s one essential step you may be skipping—looping in your accounting team. In this eye-opening conversation Dan Tritch, Director at Your Part-Time Controller, issues a clear directive to fundraisers: “Talk to your accountants before you plan your fundraising event—every time.”
Dan doesn’t just talk shop—he brings real consequences to light. From misclassifying revenue to unknowingly triggering tax liabilities, organizations that treat finance as an afterthought in event planning can wind up with costly surprises. Fundraising isn’t just about generating revenue—it’s about how that revenue is earned, tracked, and reported.
Dan breaks fundraising activities into three financial stages: 1) procurement, 2) day-of-event, and 3) post-event. He warns that mishandling sponsor agreements, mislabeling advertising, or ignoring unrelated business income tax (UBIT) can derail even the most successful-looking event. That free week in a beach condo or donated diamond necklace? It may be worth more in red tape than revenue—unless properly accounted for.
And then there’s gaming. Raffles, casino nights, and even simple bingo games carry serious regulatory implications that vary by state and can prompt IRS attention. Dan urges nonprofits to consult their tax accountants and state gaming authorities before launching any game-based campaign.
The episode also tackles the misperception that all earned income equals fundraising. Not so, says Dan. Ticket sales, service fees, and campaign contributions each carry distinct accounting requirements. Getting it wrong can distort financial statements and complicate audits.
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Your Nonprofit’s Trusted Platforms Might Be Leaking Donor Info!
“Cybersecurity used to be the Department of ‘No’. Today, it’s about enablement—how we help people work securely without getting in the way.”
Cybersecurity isn’t just an IT issue—it’s a trust issue. Michael Nouguier, Partner at Richey May’s Cybersecurity Services, joins us to discuss how nonprofits can better protect donor data, assess third-party platforms, and prepare for the inevitable breach.
Michael opens with a striking truth: “Cybersecurity is about risk—what we choose to accept, and what we work to prevent.” From this lens, this episode offers a detailed breakdown of today’s most pressing cybersecurity concerns, especially as they relate to data collection, donor privacy, and evolving threats like AI-driven attacks.
The conversation kicks off with the importance of identifying and documenting what data your organization actually collects—not just donor information, but client data, health records, payment details, and beyond. Michael stresses the danger of overlooking third-party vendors, who may have weak security protocols but still process sensitive data on your behalf.
Julia Patrick, host, presses Michael on how access control works in today’s remote-first world. His response is practical: build systems around role-based access and restrict data visibility by “need to know.” Whether you’re a 5-person nonprofit or a national organization, overly broad permissions are a recipe for disaster.
Michael shares real-world examples of organizations undermining their own security—like contractors blocking ChatGPT integrations due to risk, prompting staff to email data to themselves for off-system use. It’s not just about locking systems down—it’s about enabling safer, smarter workflows that employees will actually use.
The episode wraps-up with a powerful call for scenario planning. Just like fire drills, . . . . . . . . .
Beyond the Sign-Up Sheet: Build a Volunteer Strategy That Works
You’ll love this master class on the untapped power of volunteerism—with a call to rethink how we attract, support, and retain volunteers—led by guest expert Kirsten Wantland, Manager of Customer Best Practices and Enablement at Bloomerang,
Kirsten, who holds credentials as a Certified Nonprofit Consultant and Certified Development Executive, brings both frontline and strategic expertise. With her deep background in fundraising and nonprofit leadership, she makes a bold case for managing volunteers with the same intentionality as donors. Her rallying cry? “Recognize behaviors over capacity.”
Too many nonprofits still treat volunteer management as an afterthought—focused on day-of logistics or generic thank-yous. But Kirsten argues for a proactive, data-informed approach that starts well before a volunteer steps foot on site. From setting clear expectations in role descriptions to acknowledging service hours as contributions worth over $34.79 per hour, this learning session delivers some super strategies that can translate into real organizational value for your NPO.
Volunteers aren’t just a feel-good bonus; they are a form of human capital that, when properly stewarded, can evolve into loyal donors and long-term advocates. “If you think of someone donating 10 hours,” Kirsten explains, “you’re looking at the equivalent of nearly $350 in economic impact. How many of your donors give that much in a single gift?”
She encourages nonprofits to:
· Communicate expectations clearly and respectfully.
· Track volunteer hours just like financial contributions.
· Plan intentional follow-ups after service.
· Use personalized recognition—by name, by role, by impact.
· Share volunteer stories in annual reports and community messaging.
Kirsten also addresses a long-standing sector taboo: asking volunteers to give financially. Her advice? Let the volunteer decide. Many already . . . . . . . . .
Remote Work Realities for Nonprofits: What You Need to Know
As remote work settles into the nonprofit landscape, what does the future of flexible staffing really look like? Dana Scurlock, Director of Recruitment at Staffing Boutique, returns to unpack this pressing issue—and she doesn’t shy away from the complexity.
Dana brings clarity to the evolution of work-from-home (WFH) culture. Initially a crisis response, WFH has now become a defining workplace feature—but not without its complications. “There’s that last 20% that is still kind of missing when I have every one of my staff working from home,” she notes, identifying a growing tension between productivity and presence. Her insight? A hybrid future, tailored to roles and individuals, is the most sustainable path.
“People realized how much work could actually be done from home—and how much they saved on commuting. But now the challenge is recapturing the good moments from the office without giving up the freedom we’ve gained.”
Dana highlights the value of defining expectations early in the recruitment process, especially in a labor market where job candidates expect flexibility—and employers risk losing top talent if they can’t deliver. She shares how Staffing Boutique remains nimble in supporting nonprofit clients with both temporary and direct-hire roles, ensuring cultural fit, skills alignment, and strategic placement.
The conversation peers into overlooked topics: professionalism in Zoom culture, generational challenges in remote onboarding, and the need for virtual branding consistency. Dana encourages nonprofits to take remote work as seriously as in-office dynamics: “Maybe as an organization, everybody has the same background… there’s no reason branding can’t extend to Zoom.”
Dana’s expertise shines in offering practical solutions: shared in-office days for . . . . . . . . .
Setting Fundraising Goals? The Fundraiser’s Roadmap
If setting fundraising goals gives you a headache, this episode of Fundraisers Friday is the relief you didn’t know you needed. Our cohosts unpack the complexities of data-informed goal setting with a mix of practicality, good humor, and insight born from the frontlines of nonprofit leadership.
Right from the start, Tony Beall shares his signature “Magic 3” approach: “Three years of past performance is the sweet spot. Go further back, and the trends get stale.” It’s not about choosing arbitrary numbers or crossing fingers for a miracle. It’s about examining actual fundraising performance across all your revenue channels—events, major gifts, recurring donations—and understanding what those data points mean for the future.
“Don’t just pick a number and yell ‘Bingo!’” Tony quips, debunking the idea that fundraising targets are about gut feelings or guesswork. Instead, he offers a framework where budget goals are built from pipeline reality, retention rates, and channel-specific growth capacity.
Julia Patrick adds, “A lot of boards still think in binary—hit the number, you’re a hero; miss it, you’re out. But it’s so much more layered than that.” The two discuss how capacity building (staffing, tech, infrastructure) is too often overlooked in budgeting—even though it’s the engine that powers results.
The show also digs into predictive metrics, the future of AI tools in analysis, and the shifting cultural values around growth for growth’s sake—and packed with actionable advice, real-world insight, and a fresh reminder that data isn’t dry—it’s your path to smarter, saner fundraising. Follow the ongoing conversation at #TheNonprofitShow
What 1,000 Donors Told Us About Nonprofit Auctions!
Auctions are far from obsolete—and the data proves it. We sit down with Karrie Wozniak, Chief Marketing Officer at OneCause, and Sarah Sebastian, Director of Corporate Communications, to dive into their comprehensive “State of Nonprofit Auctions” report. Backed by responses from over 1,000 donors and nonprofit professionals, this conversation might transform how you perceive auctions in today’s fundraising landscape.
The core takeaway? Nonprofit auctions are not only surviving—they’re thriving. According to the report, 77% of nonprofits saw consistent or increased auction revenue last year, and 90% expect that growth to continue. “Auction donors are some of the most generous people we see,” Karrie shares. “The average donation per auction donor is $529—more than double that of social donors.” That stat alone reframes the perceived value of auctions!!
Even more compelling: the donor experience is changing. Gift cards, not fine art or rare collectibles, top the list of most bid-on items. “People want tangible, usable items,” adds Sarah. “Less than 20% of attendees are even interested in collectibles.” Their findings challenge long-held assumptions and provide a roadmap for curating auction items that attract a wide donor demographic.
Technology, not surprisingly, is a game-changer. From outbid notifications to AI-style item suggestions, Gen Z and millennial donors are raising the bar. 65% of younger donors want real-time text updates, and 60% favor “Buy It Now” options. “These digital-first behaviors can’t be ignored,” Sarah says. “They signal expectations nonprofits need to meet to stay competitive.”
The impact doesn’t end when the auction closes. The long-term data speaks volumes: 83% of attendees said they became annual donors, 64% would . . . . . . . . .
How to Find a Banker for Your Nonprofit
We chatted with Jeff Young, Senior Vice President at First Bank, about why your nonprofit absolutely needs a good banker—and it’s probably not for the reasons you think. Jeff breaks down exactly why banks see nonprofits as desirable clients and how having a strong relationship with your banker can open doors to some unexpected benefits.
Jeff shared that banks don’t just see nonprofits as checking and savings accounts; they genuinely want to support organizations doing good in their communities. Surprisingly, there’s even federal encouragement under the Community Reinvestment Act (CRA), where banks get ratings for their community engagement—so working with nonprofits actually helps banks, too. “Good banks want to do good for their communities,” Jeff explains, “and what better way to do that than support the organizations that actually have boots on the ground?”
But how do you make sure you’re getting the most out of your banking relationship? Jeff emphasized asking the right questions—especially whether your bank has experience specifically working with nonprofits and if they offer special products like discounted fees and preferred rates. Also crucial is finding someone at the bank who genuinely believes in your mission. Jeff mentioned that bankers who truly connect with your organization’s purpose will become internal advocates, helping secure better deals and even promoting your cause within their network.
Should your banker join your nonprofit’s board? It’s possible, Jeff says, but proceed carefully. He highlights the importance of maintaining clear boundaries to avoid conflicts of interest, especially when it involves lending and financial incentives. A better practice might be for the banker to provide advice . . . . . . . . .
Board vs. Executive: Who Really Leads During Transition?
When a nonprofit reaches a pivotal moment of transition, the question arises: who will guide it through the unknown? Jeffrey Wilcox, President of Interim Executives Academy, and Anne Wilson, Peer Advisor and Faculty Member, share the wisdom earned from years of navigating the space between permanent leadership.
Jeffrey opens with a profound reminder: “The mission is the navigation piece. Our partnership delivers on that mission.” His emphasis on 1) clarity, 2) culture, and 3)character forms the backbone of what makes the interim-board relationship not just functional—but transformative.
Anne brings lived experience as both an interim and a mentor. “There’s a liberation in being an interim,” she says. “It’s not forever—and that gives you the freedom to recalibrate an organization with truth and transparency.” Her belief in candid communication, mutual accountability, and role integrity sets the stage for a purposeful engagement.
The conversation turns toward common missteps—particularly the temptation for boards to see interims as tryouts. Both guests agree: this misses the opportunity to evolve, a word they purposefully use instead of “change.” Jeffrey explains, “Organizations that feel like they need to change create a different culture than those excited to evolve.”
They also dive into the relationship between the interim executive and the board chair, revealing that this duo can either ignite or impair progress. Jeffrey argues that “a board chair must steward content, culture, and character” and if that role is undefined or misaligned, the interim shouldn’t accept the post. Anne reinforces the necessity for weekly check-ins, early engagement, and shared urgency.
Both guests stress the unique modeling opportunity an interim provides—not just in . . . . . . . . .
Fear, Fatigue, and Fundraising: The Pressure No One Talks About
We take a no-fluff approach to unpacking the real, often unspoken stressors that nonprofit fundraisers face. Cohosts Julia C. Patrick and Tony Beall dissect why development teams are overwhelmed—and what can be done about it.
This episode isn’t just a venting session—it’s a strategic reality check. It challenges nonprofit leaders to re-evaluate their expectations, timelines, and tech support, and to build internal systems that actually empower fundraisers.
Tony kicks things off with clarity: “Goal setting has to be done around data, history, and trends. It’s about future forecasting that’s actually grounded in reality.” He and Julia tackle a shared frustration: goals imposed from the top down with no involvement from development professionals. The conversation drills into how unrealistic fundraising targets, particularly when arbitrarily increased by boards or leadership, can lead to burnout, disengagement, and even job insecurity.
Julia adds, “We can’t just say, ‘Here’s the goal. OK, bye.’ We have to understand how to get there and why it matters.” From her candid recount of a story about a decades-long trust manager being asked to speak at clients’ funerals, Julia drives home that real donor relationships take time—and too often, organizations don’t allow that time.
Another sharp critique centers on short fundraising timelines. Tony explains that when leadership procrastinates or underestimates the runway required, it places unfair and urgent pressure on development teams. He urges organizations to share that burden across leadership—not just pile it onto fundraisers’ shoulders.
They also break down the communication chasm between marketing and development. As Tony states, “Marketing tells the story, but development and programs create it.” You’ll see how he argues that both . . . . . . . . .