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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Together, they break open the outdated, medicalized view of aging and replace it with a vision where creativity, choice, and social connection are seen as core elements of a vibrant older life.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?
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.”
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 and empowering: “You can’t afford not to do this work.”
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 luxury—it’s essential. And it starts with making space for curiosity, iteration, and the courage to try. Leah wraps with a compelling call: “You don’t need a huge budget to innovate—just a little time and a willingness to ask better questions.”
Whether you're a grassroots nonprofit or a national leader, this episode might just be the reboot your strategy needs.
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 up.”
If you're a nonprofit leader navigating hiring woes, team development, or succession worries, watch this for a generous dose of real-world experience mixed with humor, clarity, and heart.
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 cloud—but who accesses that cloud is your responsibility,” says Alex.
From scam trends that leverage urgency psychology to long-term breaches that go undetected for months, the threats are evolving. But so can the response. Alex introduces the concept of a cybersecurity roadmap—a phased approach that focuses on policy, technical controls, incident response, and employee education. Remote work, he warns, adds new dimensions to the threat landscape if employee devices and networks aren’t properly secured.
This isn’t a “one-and-done” initiative—it’s a mindset. “You don’t do cybersecurity this year,” says Alex. “You do it forever.”
#CyberSecurityForNonprofits #AIandDataProtection #DonorDataRisk
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.
Dr. Tracy Baynes—Founder and CEO of the Student Expedition Program (STEP)—shares how a wilderness leadership initiative evolved into a powerful, multi-year college access program transforming lives.
STEP focuses on first-generation, low-income students in large public high schools, many of whom might otherwise never be encouraged to pursue higher education. Through a personalized approach—monthly workshops, advising, and family engagement—STEP prepares students academically, emotionally, and practically to not just attend college, but to thrive in it.
Dr. Baynes explains how her early career working aboard ships and in outdoor education sparked an uncomfortable realization: “I was only working with wealthy students. And I thought, where is everybody else?” This question became the genesis of STEP.
Over time, the program matured from summer expeditions to a fully integrated college prep curriculum starting in students' sophomore year. The turning point? A high-achieving student inspired by Dr. Baynes to apply to Smith College—without ever having heard of it before. But her transcript lacked the rigor. “She had straight A’s throughout high school and not a single educator had said, ‘You should take another course,’” Dr. Baynes recalls. That gap in guidance pushed STEP to grow.
The conversation unpacks the hidden roadblocks facing low-income students: lack of college counseling, financial aid complexity, and cultural barriers. Dr. Baynes’ solution? Equip both students and families with knowledge, tools, and confidence. “Our goal is to become obsolete in your life,” she says. “We want you to have the tools to meet the challenges ahead.”
Today, 96% of STEP graduates are enrolled in or have completed college. The secret sauce? Relational trust, rigorous expectations, and strategic partnerships with schools that meet 100% of students’ financial need.
If you believe in generational change through education, this episode will challenge, inspire, and empower you to see possibility where others see limitation.
#FirstGenSuccess #CollegeAccessForAll #BreakTheCycle
In today’s digital-first nonprofit environment, it's not enough to simply invest in a platform—you must also manage that investment intentionally to see long-term value. Samar Haddad, Manager of Client Experience at JMT Consulting, walks us through how nonprofits can shift from reactive to strategic when working with tools like donor databases, accounting platforms, CRMs, and more.
From the outset, Samar stresses the importance of selecting not only the right software but also the right solution partner. “Partner solution is just as important as solution selection,” she advises, urging nonprofits to interview potential vendors, understand the structure of their support systems, and clarify expectations around responsiveness and ongoing engagement.
This episode dives into why support shouldn’t stop after onboarding. “Onboarding and training doesn't just happen once. The solutions are continuously evolving, needs are evolving, regulations are evolving,” Samar shares. This mindset—treating platform management as a living, breathing process—can help nonprofit teams make better use of their tools, align systems with strategic goals, and navigate disruptions with greater resilience.
Samar also outlines the value of structured, recurring touchpoints. JMT Consulting meets quarterly with clients, aligned with budgeting, audits, and planning seasons, ensuring that technology is always serving the mission—not the other way around. She encourages teams to be open about their frustrations and compliments, noting that the most productive relationships involve constant dialogue, feedback, and shared discovery.
A powerful takeaway from this interview is the idea that nonprofits should strive for “voluntary management instead of involuntary management”—a proactive, data-driven approach that empowers teams to use their platforms with intention rather than reaction.
Whether you’re onboarding a new tool or rethinking your platform strategy altogether, Samar’s insights offer a framework for maximizing ROI, minimizing friction, and advancing your mission through tech-enabled clarity.
#NonprofitTech #PlatformManagement #DigitalStrategy
The nonprofit workforce is facing a seismic shift—and Dana Scurlock, Director of Recruitment at Staffing Boutique, is sounding the alarm. Dana shares her front-line insights into how nonprofit hiring, funding, and retention are being shaken by rapid economic changes, sudden government funding losses, and the ripple effects of widespread layoffs.
“This isn’t like the 2008 recession—it’s a new kind of shock,” Dana warns, “caused by government decisions, not just market forces. And it’s hitting nonprofits harder than most expect.” With federal funding like USAID vanishing overnight, entire nonprofit teams are being let go. “We had people with 10-year careers suddenly unemployed, instantly flooding the job market,” she explains.
But it’s not just about job loss—it’s about how organizations and individuals can respond strategically. Dana urges nonprofit leaders to prepare now: streamline hiring strategies, proactively build relationships, and invest in operational resilience. For job seekers, her advice is clear: tailor your resume, keep your online presence updated, and target your applications with laser focus. “Five thoughtful applications are better than twenty generic ones,” she advises.
In today’s chaotic labor environment, many hiring managers are frozen in fear, paralyzed by a rattled economy. Even temporary hiring is down. Yet Dana sees this as an opportunity. “Now is the time to be proactive. Hire for strategy—bring in a temp to build a grant pipeline or kick off a new campaign before the fiscal year resets,” she suggests.
What’s the biggest takeaway for nonprofit leaders? Talk to each other. Share intelligence. Cross-pollinate ideas. “The best information comes from each other,” says Dana. “Let’s stop gatekeeping and start collaborating.”
This episode isn’t just a conversation—it’s a wake-up call. If you lead a nonprofit, manage a team, or are navigating a career pivot, this dialogue is your blueprint for staying ahead of the curve.
#NonprofitWorkforce #LaborTrends2025 #RattledEconomy
Unpacking what it really takes to move from frontline nonprofit roles into independent consulting—with cohosts Tony Beall, Founder of Mr. Nonprofit Consultancy, and Julia Patrick.
If you've ever felt boxed in by one organization, this conversation will challenge your assumptions. From building your personal brand and selecting a niche to navigating ethical landmines and saying “no” to work that doesn’t fit — Tony doesn’t sugarcoat the reality of consulting. He shares how he scaled impact while protecting sanity and why too many consultants chase dollars instead of purpose. Thinking about making the jump? This is your essential primer.
In the dynamics of nonprofit leadership, few challenges loom larger than the compounded weight of natural disasters and abrupt policy changes. Director Jennifer Banks of Your Part-Time Controller delivers a strategic and emotionally grounded perspective on preparing for the unpredictable. Drawing from her front-line experience during the Southern California wildfires, Jennifer guides nonprofit leaders through risk management tactics that go beyond spreadsheets and budgets.
"Risk is just... the likelihood that something bad is going to happen," Jennifer calmly asserts, offering a crucial reframing that invites transparency and proactive planning. Nonprofits across the country have felt the dual pressure of environmental disasters and shifting political mandates. For instance, Executive Order 14173—a federal action targeting DEI efforts—has sent shockwaves through corporate philanthropy, causing organizations to recalibrate their messaging and funding strategies.
Jennifer recounts real-world disruptions, from displaced executive directors to diverted funding streams, showing how interconnected disasters and policy shifts can devastate even the most well-managed organizations. One chilling example: “We had some Fortune 100 companies say, ‘We support your mission, but due to federal contracts, we can’t use DEI language.’” The implications are massive—not just for program funding, but for organizational identity.
To mitigate these pressures, Jennifer recommends regular scenario planning, asset protection strategies (including intangible assets like brand and IP), and a cultural shift toward inclusive financial education within teams. Her advice is both calm and actionable: use this moment of stability, however fleeting, to prepare. That includes stress-testing budgets, securing lines of credit when the balance sheet is strong, and educating all levels of staff about financial realities.
So striking is Jennifer' closing insight—a personal reflection that feels universally true: “You can’t take things for granted... We just can’t get complacent.” Whether grappling with fires or federal funding uncertainties, the message is clear: strategy starts now, not when disaster strikes.
#NonprofitStrategy #CrisisPreparedness #PolicyImpact
Rebranding a nonprofit isn't just about new logos or fresh colors—it's an emotional journey deeply rooted in the mission, culture, and service commitment of an organization. James Dismond, CEO of Mirasol Health, formerly Hospice Care of the Low Country, joined host Julia Patrick to share the inspiring, often emotional, details of their transformative rebranding.
For decades, Hospice Care of the Low Country was a dedicated nonprofit, caring for patients facing end-of-life scenarios. Yet, despite their essential services, the organization faced an existential challenge: staying relevant in an evolving healthcare landscape. A candid internal study revealed a stark truth: if no changes were made, they faced closure within five years.
James vividly recalls the moment that changed his personal and professional trajectory. On his very first day, several patients passed away, confronting him directly with his deepest fear—death. Instead of turning away, he embraced this fear, turning it into a profound passion. James noted, “That fear has since transcended into my greatest passion, and I'm very blessed for that.”
The rebranding initiative was far from simple. It was two years in the making, involving rigorous strategic analysis, extensive stakeholder consultations, and an honest assessment of community perceptions. The word “Hospice” was a significant barrier, fraught with fear and misunderstanding. This realization was a pivotal turning point. James explains, "The powerful messages we are getting back just touch my heart every single day."
Ultimately, the staff themselves coined the new name, “Mirasol,” symbolizing "rare and radiant sunflower," beautifully capturing the legacy and spirit of the organization's enduring symbol—the sunflower. This rebranding was not merely aesthetic; it expanded the scope of services, adding chronic symptom management and soon behavioral health, significantly broadening their community impact.
The process brought substantial internal shifts, compelling deep introspection and alignment from the board, leadership, and staff. It was emotionally challenging but profoundly rewarding, significantly boosting community engagement, donations, and overall business performance.
Today, Mirasol Health stands as a vibrant example of successful nonprofit transformation, rooted in authenticity and courage. “If you do the research, the strategy, and deliver it thoughtfully, the payoff is truly incredible.”
#NonprofitRebrand #CommunityHealth #ChangeLeadership
Do we dare ask our volunteers to also become donors? Chloe Boonstra of Bloomerang says absolutely — and she’s got the data to prove it. In this fast moving episode, Chloe shatters the long-standing fear many nonprofits have about mixing fundraising with volunteerism. The truth? 70% of donors started as volunteers — and nonprofits are missing out by keeping these tracks separate. Is your team operating in silos? Are you afraid to make the ask? Then you need to watch this conversation. Chloe shares practical, authentic strategies to build deeper, dual-track relationships. Time to rethink what you thought you knew and turn your volunteers into loyal, lifelong supporters.
#VolunteerToDonor #NonprofitFundraising #Bloomerang
this informative discussion of the most misunderstood yet increasingly vital roles in the nonprofit world: interim leadership. Featuring powerhouse guests Joan Brown, Chief Operations Officer at Interim Executives Academy, and Karin Sabey, CEO of Sabey Consulting, the conversation explores why ‘the interim profession is no longer a placeholder, but rather a strategic, transformative force’. From transparent communication with staff to preparing organizations for thoughtful succession, this episode reveals why professional interims aren’t just leaders—they’re lifelines. And if there’s one thing we need in today’s shifting nonprofit landscape, it’s calm within the chaos.
Gone are the days when an “interim” simply kept the lights on. Joan begins with, “We’re at this exciting opportunity to really better define the profession and better define it as a standard of practice.” Interims today are trained professionals who guide organizations through times of transition with precision, empathy, and results-driven methodologies.
Karin paints the role as a “palate cleanser” between leadership tenures, providing organizations with a fresh start—regardless of whether the previous leader left in celebration or crisis. “A long-term leader may have a lot of institutional knowledge stored in their head,” she explains. “An interim helps reset the table for the next leader.”
The duo dig into the details of the importance of methodology and diagnostics, likening it to a toolbox or even a box of Legos. “You can build a house or a spaceship,” says Karin, “depending on what the organization needs.”, pointing out how this kind of customization is key to stabilizing and uplifting organizations during pivotal times.
And what about board understanding? Both Joan and Karin agree—it’s minimal. “Almost no one understands the concept,” Joan shares plainly. But that’s also the opportunity: to educate, align, and inspire boards to embrace what an interim can truly offer. When done right, it’s not just about keeping the ship afloat; it’s about course-correcting, empowering staff, and setting the next leader up for success.
#InterimLeadership #NonprofitStrategy #LeadershipTransitions
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