The Nonprofit Show is the daily live video broadcast where our national nonprofit community comes together for problem solving, innovation and reflection. Each day the Co-hosts and our guests cover the latest topics with fresh thinking to help you and your nonprofit amplify your social impact and achieve your mission, vision and values.
Join our Guests and Co-hosts–and Be Inspired!
Live! Monday thru Friday
Sign-up for Show Reminders!
Meet Our Co-hosts!
Made Possible By Our Generous Education Partners Who Support And Believe In The Work You Do
OUR LEARNING LIBRARY WITH MORE THAN 1,000 EPISODES!
MEET SOME OF OUR FEATURED GUESTS AND EXPERTS
Step into a conversation that goes right to the heart of nonprofit operations: banking relationships, establishing credit, and securing financial footing for long-term stability. Guest Jason Garcia, CEO of Holdings, a bank just for nonprofits, offers real guidance on how nonprofits can think like businesses when it comes to financial credibility and strategy.
Jason begins by sharing his vision for HoldingsForGood.com: “Our hope and mission is to be the dedicated partner for nonprofits across the U.S. and help them achieve their goals and increase their chances of success in their missions.” With a career built in community banking and startup finance, Jason brings a sharp perspective to an area where many nonprofits struggle—creditworthiness.
The conversation turns to the importance of establishing a credit strategy early. Jason advises that nonprofits should begin as soon as possible, even if they aren’t immediately seeking loans or credit lines: “The best time to talk to different credit providers is when you don’t need it.”
Practical steps emerge throughout the conversation, cohosted by Ellie Hume and Julia Patrick. Building a strong permanent file of organizational documents—EIN, IRS determination letter, bylaws, state registrations—was identified as essential. Ellie emphasizes that many nonprofits have these materials but often can’t locate them when needed. Jason describes how physical addresses (not PO boxes) are becoming non-negotiable due to fraud prevention measures, a reminder of how operational details intersect with financial access.
This important discussion expands beyond traditional lines of credit. Vendor relationships, government contracts, and reporting to credit bureaus such as Dun & Bradstreet, Experian, and Equifax were positioned as overlooked opportunities to build a financial profile. Ellie points to the frustrations nonprofits face when executive directors are forced to tie personal social security numbers to organizational credit cards.
What will be clear is that banking relationships are not just transactional; they’re strategic. From choosing the right accounts and systems that sync seamlessly with accounting platforms, to knowing when to push for the removal of personal guarantees, nonprofits must think about finance as a forward-looking strategy rather than an emergency fix.
The episode closes with an energizing call from Jason: operate like a business. By being proactive with credit, asking the right questions of financial partners, and benchmarking against peer organizations, you can position your NPO for resilience!
#TheNonprofitShow #NonprofitFinance #BankingForGood
exploring a powerful theme that affects every nonprofit: the necessity of diversifying revenue streams—with cohosts Julia C. Patrick and Tony Beall. While fundraising is often viewed as a singular number to hit, Tony ignites the convo with, “If we are focused on putting everything in one basket, we’re putting our programs and services at risk.”
Together, they walk through the “lanes” of nonprofit revenue: major gifts, corporate sponsorships, grants, and planned giving—each requiring different skill sets but all anchored in one common thread: relationships. Tony’s thinking. . . “True success in fundraising rests in your ability to build relationships, even in grantmaking where you may need an invitation from a foundation.” Julia echoes the reality that planned giving, while unpredictable, can yield transformational gifts, while corporate sponsorships often demand careful alignment between mission and brand values.
The informative conversation covers monthly giving programs, now empowered by digital tools. What once felt arduous is now a viable, forecastable stream. Monthly donors often “testing” an organization with smaller contributions before stepping into major gift or legacy conversations—a fact savvy nonprofits should embrace. Julia points out how this incremental giving builds a sense of community: donors rowing in the same direction together, proving that even $10 a month can matter.
‘Cause Marketing’ receives sharp focus. Tony explains that beyond revenue, its real value is in brand awareness. “What is the soft dollar value of the exposure your nonprofit gains?” he asks, while cautioning that consumers demand authentic mission alignment; token efforts rarely shift donor or customer behavior without deeper resonance.
The discussion wraps with a thoughtful action strategy: how nonprofits allocate time and talent across lanes. For many, events consume disproportionate staff energy—sometimes to the detriment of post-event stewardship. Tony clarifies how staff specialization matters too—grant writers are not gala planners—and leaders must invest in professional development and digital tools to support diversification.
#FundraisersFriday #TheNonprofitShow #NonprofitFundraising
Dr. Stephanie Rose-Belcher, COO of JMT Consulting, and Kristen Stine, HR Director at JMT Consulting, explore the real financial and human costs of nonprofit staffing. This discussion blends finance, HR, and leadership into a compelling narrative about how organizations can protect their missions by rethinking how they hire, onboard, and retain talent.
Stephanie begins by framing the evolution of nonprofit finance within a technological context. Reflecting on the industry’s shift from ledgers to AI-enabled platforms, she notes: “Technology lets finance leaders be much more of a strategist than ever before, not just someone crunching numbers and submitting reports.”, capturing a fundamental truth: today’s nonprofit financial leaders are central to strategy, not just compliance.
Kristen brings the HR dimension into focus by quantifying the staggering financial cost of turnover. “According to the Deloitte survey, we’re looking at anywhere between 50 and 200% of the annual salary of a person to recruit them, onboard them, and get them up to speed,” she warns. Beyond dollars, she points to the strain turnover places on morale, workload, and culture. Investing in retention, she argues, is not a “nice to have” but a fiscal necessity.
The discussion highlights how onboarding inefficiencies further magnify these costs. While skilled professionals may shorten the curve, Stephanie cautions that “to get to mastery and really know the organization and its nuances, it takes a hard four months for an experienced person and six months or more for others.” Without deliberate investment in training, mentorship, and culture-sharing, nonprofits risk losing ground during this critical period.
Both guests emphasize that solutions need not be costly. Flexible scheduling, sabbaticals, leadership development, and even creative benefits platforms can create workplaces that people want to stay in. They stress the importance of tailoring approaches across generations: younger staff may prioritize professional growth, while older or part-time staff may value flexible time. Equity, transparency, and HR creativity, they argue, can reconcile these different expectations.
The episode closes with a look ahead to JMT’s Innovate 2026 conference in Washington, DC—an event designed to unite finance leaders around not just technology, but broader trends shaping nonprofit leadership and sustainability.
This conversation challenges nonprofit leaders to view HR and finance as inseparable. Recruitment and retention decisions are not only about culture—they are also about stewardship of resources, organizational stability, and the ability to serve missions with consistency and strength.
Leadership isn’t about perfection—it’s about presence, awareness, and courage. That’s the central message of this sparkling conversation featuring Wendy F. Adams, CFRE, CEO of Cultivate for Good, co-host Ellie Hume of Your Part-Time Controller, and co-host Julia Patrick. Together, they unpack what it means to truly “read the room” and lead with authenticity.
Wendy brings her trademark candor and wisdom to the conversation. Affectionately called the “Elephant Slayer”, she reminds us that every meeting has unspoken dynamics—and ignoring them doesn’t make them disappear. “There’s always one in the room and it doesn’t get any smaller. We’ve got to be able to read that,” she offers. Her advice? Pause, acknowledge what’s happening, and create space for truth to emerge. Far from being awkward, this honesty often gives others permission to voice what they’re feeling too.
Ellie adds valuable perspective from the accounting and numbers world, where emotional intelligence isn’t always the strongest suit. Her questions prompt Wendy to outline practical strategies—like intentionally setting tone before a meeting, clarifying expectations, and practicing emotional awareness in social settings as a warm-up for boardroom discussions. It’s not about being naturally gifted; as Wendy emphasizes, “Spoiler: it didn’t come natural to anyone. This girl is working on it all the time.” Growth comes from steady practice.
The trio also explore the modern challenge of hybrid and virtual meetings. Cameras off? Silence in the Zoom squares? Wendy pushes back against the false assumption that silence equals agreement. Instead, she encourages leaders to embrace pauses, ask clarifying questions, and bring remote participants into the conversation first. It’s about building connection and respect, not just plowing through an agenda.
Julia raises a deeply personal question: can seasoned leaders in their 60s really evolve? Wendy’s answer is refreshingly hopeful—yes. Tools like the “Five Voices” framework help leaders understand their natural style while intentionally developing their weaker “voices.” Courageous leadership is about humility and transparency, she argues. Admitting to your team that you’re learning and evolving isn’t weakness—it’s a strength that inspires trust.
For emerging leaders, Wendy’s advice is equally empowering: don’t wait for perfection. Ask questions, seize small opportunities to lead projects or meetings, and allow your leadership style to grow alongside your organization. If you outgrow your current space, that’s not failure—it may simply mean it’s time to align with a new environment that fits your values and vision.
In a conversation that feels more like a real-time crisis briefing than a casual update, Derick Dreher, Government Funding Department Leader at Your Part-Time Controller (YPTC), breaks down the latest turbulence in federal funding. If your nonprofit depends on government grants—or even corporate partnerships—you’ll want to pay attention.
Derick opens with a stark truth: “Change is the only constant these days.” Over the past several months, nonprofits have faced an unprecedented series of delays, freezes, and sudden shifts in the flow of federal dollars. From an outright funding pause by the Office of Management and Budget to agency-specific cancellations and now a new executive order forcing a 30-day grant-making pause, the reliability nonprofits once counted on has been replaced with a precarious “rolling boil” of uncertainty.
But it’s not just about delays. The newly passed One Big Beautiful Bill—a sprawling 900-page spending package—introduces a corporate giving floor of 1% of taxable income. The concern? Many corporations have historically given just under that threshold, meaning some could cut giving entirely, while others may “bunch” donations into large, infrequent gifts, creating cash flow whiplash for nonprofits.
Derick also tackles a thorny, politically charged issue: DEIB (Diversity, Equity, Inclusion, and Belonging) language in grant applications. After an executive order forbidding “illegal discrimination” without clearly defining it, some nonprofits began scrubbing websites and documents out of fear of jeopardizing awards. New DOJ guidance offers more clarity, but each organization will need to work with legal counsel to understand the implications.
Equally eye-opening is a startling public perception gap: only 5% of Americans believe they’ve interacted with a nonprofit, despite most having lifelong contact with them—from hospitals and schools to museums and sports leagues. Derick urges nonprofits to continually communicate their value to stakeholders and elected officials, noting that state and local funding often originates from the federal level.
Looking ahead, he’s watching two key indicators: the volume of grants listed on grants.gov (a barometer of federal stability) and the progress of 12 appropriations bills that must pass before October 1 to avoid a government shutdown. His advice? Increase the frequency of cash flow projections, consider lines of credit, and engage corporations now—before the 2026 deduction changes kick in.
Derick’s message is both calming and urgent: understand what you can control, seek accurate information, and act strategically to protect and position your nonprofit to thrive, even in a climate where certainty is in short supply.
Has your nonprofit ever had a simulated break-in to test your digital defenses? If not, you may already have an intruder inside!
Cyberattacks aren’t just happening to big corporations—they’re happening to nonprofits every day. And far too many organizations have no idea they’ve been breached until months later. Cybersecurity expert Michael Nouguier, Partner of Cybersecurity Services at Richey May, pulls back the curtain on the urgent, often-overlooked practice of penetration testing—known as “pen testing.” His message is blunt: if your nonprofit hasn’t done one, you may already be compromised.
Michael explains that a pen test is essentially a real-world simulation of a cyberattack, conducted by ethical hackers to expose weaknesses before malicious actors exploit them. “It’s like hiring a home inspector before you buy a house,” he says, “but instead of finding leaky pipes, we’re finding the digital doors and windows you’ve accidentally left wide open.” These gaps can exist in email, donor databases, websites, payment systems—anywhere sensitive information lives.
The process starts with scoping—identifying your organization’s tech environment, third-party tools, and data flows. From there, ethical hackers gather open-source intelligence (OSINT) to see what information about your nonprofit is publicly available, then attempt to exploit any vulnerabilities found. This may involve phishing attempts, network access attempts, or probing for weaknesses in online applications. Post-exploitation, the team determines how far they can move within your systems—accessing donor records, financial data, or confidential client files.
The findings are compiled into a detailed report, along with a letter of assessment that can be shared with insurers or contractual partners. In many industries, including healthcare, justice, and education, annual pen testing isn’t optional—it’s required by regulation or by contract. Yet, as Michael warns in this episode, many nonprofits sign agreements without realizing they’re agreeing to perform such tests.
Waiting too long is costly. IBM research shows that proactive security measures can save organizations over $200,000 per breach. On the flip side, skipping pen testing can raise your cyber insurance premiums—or get your coverage denied entirely. And because updates, new software, and staffing changes continually introduce new risks, pen testing isn’t a one-and-done task—it’s an annual checkup for your organization’s digital health.
Michael also touches on the human factor. When testing social engineering risks, you often don’t alert staff in advance—because real attackers certainly won’t. The goal is to create realistic conditions, not staged ones.
This conversation should serve as a wake-up call: penetration testing is not an optional luxury—it’s a frontline defense. Whether you hold donor payment information, confidential case files, or sensitive program data, you can’t afford to leave your cybersecurity to chance.
Online giving isn’t just the future of fundraising—it’s the now! Emily Kelly, National Accounts Manager at Bloomerang, delivers a practical, energizing roadmap for nonprofits to raise more money online—without adding more stress to already full plates.
This conversation is for any nonprofit ready to increase online giving, improve donor retention, and strengthen relationships in a digital-first world. Emily blends practical “fix it today” steps with a bigger vision for creating donor experiences that inspire giving, year after year.
Emily’s passion for relationship-building is woven through every tactic she shares. With a background in marriage and family therapy, she sees fundraising not as transactions, but as an opportunity for deeper human connection. “The power of please and thank you is so much more powerful than anything else,” she begins—a reminder that technology should serve relationships, not replace them.
Her first piece of advice is deceptively simple: make sure your donate button works. Too often, organizations overlook this basic step. Then, view your donation page through the eyes of a first-time visitor—would you feel compelled to give? Is it clear, inviting, and emotionally engaging? Placement matters too. The donate button should be easy to spot, ideally at the top of your page, without forcing visitors to search for it.
Emily urges nonprofits to offer multiple payment options—credit/debit cards, Apple Pay, Google Pay, ACH, and even Venmo—to meet donors where they are. Each generation prefers different tools and limiting payment methods risks losing potential gifts.
She also challenges organizations to reimagine the donor experience for online gifts. Segmentation is key—tailoring acknowledgments by gift size, donor type, or relationship history. A generic thank-you isn’t enough; donors want to feel seen and valued. Communication preference tracking—whether donors prefer email, phone, text, or snail mail—helps build authentic connections and increase retention.
And yes, the old-fashioned phone call is making a comeback. Emily shares research showing that calling a first-time donor within 24–48 hours makes them four times more likely to give again. Whether done by staff, volunteers, or board members, these calls create goodwill on both sides—reigniting board member engagement while deepening donor trust.
Emily’s philosophy is clear: treat every gift, whether $50 or $50,000, as the start of a relationship. One-time gifts can become long-term commitments—or even legacy gifts—when nonprofits follow up with gratitude, intentionality, and consistent communication.
Connected TV (CTV) advertising isn’t just for big brands anymore—it’s an emerging frontier for nonprofits to tell their stories on the biggest screen in the house. Kris Johns, CEO and founder of AdGood, shared how his organization is unlocking unused, high-quality streaming ad space for nonprofits—at up to 70% off market rates.
AdGood works directly with major publishers and platforms to collect unfilled “ad slates” (those silent filler moments you see while streaming) and make them available exclusively to nonprofits. “We sit at the bottom of the ad stack,” Kris explains, “so anything they don’t fill, we get access to.” This programmatic approach allows nonprofits to run CTV campaigns with the same flexibility and robust reporting as they would on Meta or Google—except now, they’re on television.
CTV offers a unique blend: the emotional impact of a full-screen, in-home experience with the precise targeting of digital marketing. Nonprofits can target down to a single ZIP code, choose dayparts, and even adjust campaigns mid-flight for maximum return. It’s an opportunity to put your mission front and center while supporters are engaged with content they love.
For organizations without in-house production capabilities, AdGood has built a self-serve AI-powered ad generator. In just minutes, nonprofits can create a 30-second, TV-ready spot by entering their website URL, swapping images or scripts, and even translating into 30+ languages. Ads can be hyper-local (with a budget starting at just $250) or scaled nationally with managed services.
Kris emphasizes that this isn’t just about filling empty ad space—it’s about empowering nonprofits with tools and access they’ve historically been priced out of. AdGood is also piloting full attribution reporting to track which viewers saw an ad, visited a nonprofit’s site, and ultimately donated.
From small-town initiatives to nationwide campaigns, the flexibility and affordability of CTV through AdGood could change how nonprofits think about media. As Kris puts it, “Our goal is to turn marketing from a cost center to a profit center for nonprofits.”
This high-energy episode of Fundraisers Friday is packed with smart, actionable tips to help nonprofit leaders reignite board engagement—especially when things feel slow or disconnected. Cohosts Julia C. Patrick and Tony Beall bring clarity, candor, and creativity to the perennial challenge of motivating board members to actively participate in fundraising.
“If board members understand their roles and are equipped with tools, they can feel confident and proud to help raise funds,” starts Tony. He encourages nonprofits to start with clear job descriptions and fundraising expectations—not as pressure, but as empowerment.
Julia adds heart to the conversation with a powerful reflection: “When we elevate one board conversation, that knowledge often travels with members into other parts of their community.” This ripple effect of board engagement is a golden opportunity for nonprofits to build momentum well beyond their own walls.
They cover eight key strategies, including:
· Revisiting board policies and roles in fundraising
· Turning mission moments into impact moments
· Using real dollar amounts (not percentages!) to make financial urgency tangible
· Engaging board members in grant applications and partnership opportunities
· Celebrating donor wins and learning from not-so-great experiences
· Tapping into each member’s personal “why” to foster deeper commitment
One particularly refreshing approach? Encouraging board members to share their successes—and even their mistakes—so others can learn and grow together. “We’ve all had experiences as donors, good and bad,” says Tony. “Sharing both helps us create better outcomes and stronger relationships.”
You’ll also hear a compelling conversation about how board members can fill various fundraising roles—prospector, cultivator, solicitor, or steward—so no one feels forced into uncomfortable territory. “Every board member can participate in at least one of these ways,” Tony reminds us.
This episode is perfect for any nonprofit leader preparing for a seasonal push or looking to infuse new energy into board culture. With warmth and wisdom, Julia and Tony show that reigniting your board starts with real connection, clarity of purpose, and honest conversation.
What if our best intentions were doing more harm than good? In this compelling and unflinchingly honest conversation, global humanitarian consultant Jen Brewer, Vice President at Care for Life, challenges the deeply ingrained dynamics behind the so-called “hero complex,” also known as the white savior complex.
Jen’s lived experience—once showing up with “20 suitcases full of stuff to give” to Guatemalan communities—serves as the jumping-off point for this raw and revealing discussion about what real help looks like. With decades of international service work, Jen isn’t interested in guilt trips or shame tactics. Instead, she invites a shift from paternalistic giving to genuine empowerment.
Care for Life’s Family Preservation Program in Mozambique provides a concrete model. Rather than offering handouts or short-term missions, they employ local staff to walk with entire communities through multi-year journeys of education, self-reliance, and sustainable growth. Jen makes clear: this isn’t about swooping in and saving people—it’s about listening, partnering, and trusting communities to lead themselves.
“The only tweak we needed to make,” Jen explains, “was to train their doctor—rather than replace them.” That small shift encapsulates her broader message: good intentions aren’t enough. Without humility, reflection, and a willingness to step back, well-meaning aid can unintentionally dismantle local economies, erode agency, and reinforce dependency.
She contrasts acute and chronic interventions, urging nonprofits to ask hard questions: Are we helping during a crisis—or perpetuating a crisis mindset for long-term issues like poverty? Are donors prepared to support systemic change instead of photo-worthy quick fixes?
The impactful discussion also surfaces the unspoken cultural programming behind American charity impulses—whether it's collecting coats for refugees or defaulting to physical donations over economic solutions. It’s not that action is wrong, Jen argues. It’s that the type of action matters—and often needs recalibrating.
Jen is not interested in charity that centers the giver. Instead, she calls for philanthropy that trusts and equips communities to solve their own problems—on their own terms. As she puts it, “If I have a program that requires me to run it, it’s a failure in progress.”
Exploring how nonprofit fundraisers can adopt the disciplined mindset and tools of the startup world— with special guest Jeffrey Fidelman, CEO of Fidelman & Co.. Jeffrey, whose firm delivers "fundraise-as-a-service" to early-stage companies and emerging managers, shares a structured and data-informed approach to relationship-building that challenges many long-held assumptions in the nonprofit sector. This fascinating discussion will challenge nonprofit professionals to rethink the very architecture of their fundraising systems by borrowing proven tactics from startups—without sacrificing the human touch.
At the core of Jeffrey’s message is the idea that fundraising is a systematic process, not a single pitch or magical conversation.
Jeffrey maps out a dual-layer approach to fundraising: the quantitative layer, involving workflow, analytics, and consistency; and the qualitative layer, which focuses on personalization, trust, and long-term relationship development. He draws comparisons between nonprofit fundraising and sales funnels in the for-profit world, urging nonprofits not only to expand the top of the funnel, but to improve conversions at the bottom—where so much potential is lost.
A key takeaway for nonprofit leaders is the importance of tech-enabled tracking and experimentation. Jeffrey introduces the concept of hypothesis-driven outreach, advising organizations to run structured experiments over 60–90 days and adjust based on data. He explains how simple tools like Google Sheets or CRM platforms like HubSpot and Zoho can help nonprofits monitor donor progression, email open rates, and reply rates—unlocking previously invisible insights.
This rich conversation also addresses transparency, both internally and externally. Jeffrey critiques the secrecy often surrounding fundraising data within nonprofit teams and stresses the importance of shared pipelines and consistent communication. As he explains, success lies in setting expectations early and “being an extension of the team, not a black box.”
On segmentation, Jeffrey contrasts mass marketing with targeted outreach, arguing that larger gifts demand deep personalization. He recommends nonprofits resist the impulse to blanket every potential donor and instead invest time in researching each prospect—"go on their LinkedIn, learn about them”—to craft meaningful connections.
In a sector that thrives on purpose yet struggles with burnout, Paul Hanscom, Chief Growth Officer at Ewald Consulting, unpacks what happens when nonprofits become risk-averse after a crisis—and the surprising costs of playing it safe.
This conversation is a powerful challenge to nonprofit leaders: don’t retreat. The world is still changing—rapidly—and the organizations that will thrive are those who remember what got them through the last storm and are brave enough to face the next one head-on.
Paul, a Certified Association Executive (CAE), begins with a reflection on 20 years of working with nonprofit boards and executives. His insights span not just the tactical, but the philosophical: What is lost when an organization, once agile and responsive during the pandemic, slips back into indecision and overly cautious governance?
As Paul notes, “We’ve opened up people’s eyes and created new opportunities… they don’t want to go back to the way things used to be.” This sentiment fuels the entire conversation—a reminder that organizations grew stronger by being nimble, collaborative, and bold during the pandemic. Now, many are at risk of losing that momentum.
Paul addresses executive burnout and decision fatigue. Boards are often leaning harder on Executive Directors and CEOs, who are caught between exhausted staff and cautious boards. As Paul puts it, “The turnover rates for executive directors have never been higher.” This reality points to the need to reassess organizational culture—not with fear, but with clarity and courage.
This dynamic discussion considers the root of the sector’s current malaise. Is it fatigue? Fear? Habit? The answer, Paul suggests, lies in building a risk-aware culture—where calculated experimentation is embraced, failure is allowed within reason, and data is balanced with decisiveness. He shares a compelling example of a board reluctant to shift from a “C” level initiative to an “A” one, simply out of fear they’d land at an “F.” The longer they waited, the more performance declined. It’s a parable many in the sector will recognize.
Perhaps the most valued idea comes toward the end: technology will change, funding will fluctuate, but what remains is the need for belonging. Paul makes the case that associations—and nonprofits writ large—are uniquely positioned to fulfill that human desire for connection, identity, and authenticity. “There’s nothing quite like it elsewhere,” he says, “and the clearer we can communicate that to the world, the more we resonate.”
Explore a rarely discussed intersection in nonprofit leadership: the power of interim roles in development and fundraising, with Jeffrey R. Wilcox, President of Interim Executives Academy, and Joan McBride, CEO of GreatRake, McBride and Associates. This conversation charts new ground—arguing that interim fundraising leaders are not temporary placeholders but catalysts for cultural and operational evolution.
Jeffrey emphasizes that nonprofit organizations often treat development challenges as process issues, when in fact, they require deeper organizational change. “We don’t need a consultative intervention,” he declares. “We need an evolutionary capacity-building process.” Interim development professionals, he explains, are trained not just to execute fundraising tasks but to reimagine philanthropy as a shared, embedded function across an organization.
Joan shares her own trajectory—from consultant to interim executive—and reinforces the value of a full-year commitment in interim roles. This timeframe allows for relationship-building, stabilization, and insights into the entire annual fundraising cycle—giving successor hires a strong foundation for long-term success. She points to one assignment where her interim groundwork helped a permanent hire stay three years—well beyond the national average of 19 months for development directors.
The episode also confronts difficult truths about turnover, burnout, and unrealistic expectations in fundraising leadership. Jeffrey notes that many fundraisers are “kicked to the curb” despite their talent. His solution? An intentional training program rooted in 14 core protocols for sustainable philanthropic leadership. These protocols are designed to ensure that interims leave behind a strengthened infrastructure and a clear pathway for future leaders.
The discussion widens to explore systemic issues—from federal funding cutbacks to AI’s impact on communication, from work-life balance across generations to equitable fundraising in diverse communities. What ties it all together is Jeffrey’s passionate statement: “Interims have to bring an organization a commodity called hope.” More than strategists or managers, interim leaders are meant to restore belief in what’s possible.
This fast moving episode reframes interim development leadership not as a stopgap, but as a proactive, strategic solution to one of the sector’s most persistent challenges: building a culture of philanthropy that endures.
For nonprofit leaders who want to improve internal communication, build a culture of philanthropy, and empower their entire team to support fundraising goals, cohosts Julia C. Patrick and Tony Beall spark an important and timely conversation about the often-misunderstood role of fundraising teams—and how to break down the organizational silos that hold back true impact. This
With wit, warmth, and wisdom, the pair explores why internal teams—from programming to finance to marketing—need to better understand the full picture of development work. From donor stewardship to impact selling, the development role is far more than gala invitations and lobster dinners. “Fundraising is everyone’s business,” Tony shares, “because all departments contribute to the promises we make to donors.”
The cohosts lay out how development professionals are often misperceived as simply social butterflies, when in fact their work is relationship-building, mission-selling, and impact-driving. They offer smart, actionable suggestions for fostering stronger internal collaboration—such as shared Google Docs for monthly updates and scheduled cross-departmental briefings—to ensure all team members know what’s happening across the organization.
Julia and Tony also discuss the powerful role of storytelling, customer service, and donor engagement, comparing nonprofit stewardship to luxury brand experiences. They encourage staff to become donors themselves—to feel what it’s like to be thanked (or not) and to understand the emotional side of giving.
They wrap up with a compelling case for emotional intelligence in leadership. Julia recounts a story where a development director felt deflated after discovering their C-suite colleagues didn’t know the annual fundraising goal—only to realize that fear, not apathy, was behind the silence. “There are no dumb questions when we’re trying to serve our community better,” Tony adds.
It’s budget season for nonprofits, and Dr. Stephanie Rose-Belcher, Chief Operating Officer at JMT Consulting, brings powerful insight to the table in this energizing session with host Julia Patrick. With over three decades of nonprofit sector expertise, JMT helps finance departments move from back-office cost centers to proactive strategy drivers—and Stephanie shows us how. Whether you’re preparing for the fiscal year or completely rethinking how your nonprofit builds financial strategy, this episode offers more than insight—it gives you a roadmap.
“We need to stop thinking of budgets as fixed and start treating them like what they really are—a living, breathing plan of action,” Stephanie begins. This instructive conversation lays out exactly how nonprofit leaders can reframe budgeting as a collaborative, mission-aligned process rather than a one-time spreadsheet task.
The conversation opens by emphasizing the necessity of starting with a strategic plan. Before anyone touches a budget template, the entire leadership team needs to align on long-term goals, funding mechanisms, and sustainability models. Only then does budgeting begin—with intention and purpose.
Stephanie urges nonprofit leaders to ditch the siloed approach. Budgeting shouldn't live with just the CFO. It must involve department heads, development teams, and the board to ensure full alignment between goals and resources. This transparency avoids the all-too-common tension that arises when program and development departments operate without a shared roadmap.
One standout tip: Build not one, but three budgets—best case, expected case, and worst case. “This isn’t just a COVID-era idea,” Stephanie asserts. Scenario planning is a best practice that strengthens resilience and foresight.
Stephanie also shares how benchmarking and key performance indicators (KPIs) can become tools for empowerment, not just financial oversight. When done right, they spark innovation and teamwork. Monthly forecasting and open communication about KPIs help leadership make smarter decisions and enable course corrections before things go off track.
But transparency must be handled with care. Stephanie offers practical advice on sharing financial realities without inciting panic. By pairing clear updates with actionable solutions, organizations can rally their teams around shared responsibility instead of fear.
Watch Or Listen On
