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Nonprofits often create strategic plans with the best intentions, yet many fail to achieve their desired impact. Why? We explores the factors that contribute to the breakdown of strategic plans and provide actionable insights into making them resilient and adaptable, with Doug Paul, Managing Partner and Innovation Strategist at Catapult.
Doug begins by challenging conventional thinking, offering, "Strategy is always a hypothesis—an informed opinion about how to win." Strategic plans often fall short because they are built for a world that no longer exists. Many organizations cling to outdated planning models that are too rigid to accommodate the dynamic and ever-changing landscape of the nonprofit sector.
To truly succeed, nonprofits must rethink their approach. Doug introduces the concept of "assumptions mapping," a technique that scrutinizes the foundational beliefs of an organization to ensure they are sound. He also discusses the importance of "pre-mortem" planning—analyzing potential points of failure before they occur.
Continuing, Doug describes how flexibility is key. Instead of treating strategic plans as fixed roadmaps, nonprofits should refresh and iterate their plans regularly, integrating learning cycles every 90 days. This shift allows them to navigate unpredictability with agility and confidence.
Doug also points to the need for nonprofits to cultivate an R&D mindset, setting aside 10-15% of resources for innovation and experimentation. "Every once in a while, one of these bets is going to hit, and when it does, it could change everything," he tells us.
A nonprofit’s strategic plan should not be a rigid document—it should be a living framework that adapts, learns, and evolves. If your nonprofit can embrace this mindset, you’ll be better positioned to achieve meaningful, sustainable impact!
#StrategicPlanning #NonprofitLeadership
In an era where leadership transitions are inevitable yet often overlooked, we’re digging deep into the timely topic of nonprofit succession planning, with two distinguished experts: Randy Brinson and Julia Burns. Together, they unravel the complexities of interim leadership, succession planning, and talent continuity in the nonprofit sector.
The important conversation addresses the urgency of succession planning as a strategic imperative rather than a last-minute scramble. As Julia begins, "Succession planning is having this holistic, thoughtful strategy about your talent pipeline that both makes it effective for today and readies the organization for tomorrow." The duo dismantle the common misconception that succession planning is solely about replacing a CEO. Instead, it is a dynamic, organization-wide process that fosters leadership development and ensures mission continuity.
Randy speaks to the broader scope of leadership transitions, stating, "If we have a cause that our organization is pursuing in the community, the best way for us to sustain success in that cause is to make sure we have a good talent pipeline of the people that we need to achieve that work." The two also tackle the hesitancy among board members to address leadership transitions and highlights the strategic advantage of treating succession as an opportunity rather than a crisis.
Both Randy and Julia provide actionable insights you’ll be able to use, from gathering essential information to fostering a culture of leadership continuity. They also provide info about their upcoming ‘Succession Planning Consultant Boot Camp’, designed to equip consultants and nonprofit leaders with the tools needed to navigate transitions effectively.
If nonprofit sustainability and leadership continuity matter to your organization, this episode is an essential watch. More about Third Sector Company.
#NonprofitLeadership #SuccessionPlanning
The critical art of cultivating donors for the long term—a concept that many nonprofits struggle to implement effectively.
Co-host Julia Patrick sets the stage by highlighting the challenge: “We live check to check. Such a bad mentality… we just get this and then we’re moving.” She speaks to the need to shift from short-term survival mode to a sustainable donor cultivation strategy. Co-host Tony Beall, a leading nonprofit consultant, breaks down the process, distinguishing cultivation from stewardship and offering practical steps to build trust-based relationships with donors.
One of Tony’s keys is the difference between cultivating and stewarding donors. He explains, “Cultivating a donor means getting them engaged, building trust, and preparing them to make an investment in your organization. Stewardship happens after the gift—it’s about gratitude and long-term relationship-building.” This distinction is crucial for nonprofits looking to create sustainable funding models.
The fast (and often witty) conversation also tackles a major issue in the nonprofit sector: fundraiser burnout. Citing data from the Association of Fundraising Professionals, Julia describes how the average tenure of a development professional is only 19 months. Tony offers input on combating this trend: “I’m more interested in building trust than likability. Saying no with an explanation builds trust. And trust is what makes donors stay committed beyond any single fundraiser’s tenure.”
The discussion extends to how fundraisers can navigate gatekeepers, effectively identify high-potential donors, and educate nonprofit leadership on the time and strategy required for successful fundraising.
For any nonprofit leader, fundraiser, or board member looking to increase donor engagement and retention, this episode is packed with essential strategies to build that ‘sustainable donor pipeline’.
#NonprofitFundraising #DonorCultivation #FundraisersFriday
Are you ready to transform your nonprofit’s financial future? Host Julia Patrick sits down with Beth Larsen, Vice President of Client Accounting and Advisory Services at JMT Consulting, to demystify financial technology (Fintech) for nonprofits. Fintech often feels overwhelming, but Beth provides a roadmap to help organizations fall in love with technology solutions that streamline operations, enhance financial transparency, and ultimately drive greater mission impact.
Beth acknowledges the fear that often accompanies tech transitions: “Those of us that have been through technology transitions can probably draw upon at least one or two experiences where things did not go well.” But she also reminds us of the possibilities: “Imagine a solution where data is flowing throughout your organization, eliminating manual duplication, and giving you real-time financial insights.”
This episode explores why nonprofits must embrace financial technology, how to integrate departments for smoother transitions, and how to break down the fear associated with change. Beth also highlights the growing demand for nonprofits to provide more data-driven impact reports to funders and stakeholders, making efficient financial systems more critical than ever.
Start your nonprofit’s journey toward financial efficiency and sustainability!
#NonprofitFintech #FinancialInnovation #TechForGood
“The mission is not enough to motivate people to come to work.” Cohosts Julia Patrick and Wendy F. Adams sit down with powerhouse guest Yany San Luis, CEO and founder of The Win Woman, to discuss how to build a nonprofit team that drives lasting impact. Yany teaches us the nuances of effective team development, highlighting the importance of both structure and sustainability. She emphasizes that while passion ignites a mission, it is not enough to sustain an organization in the long run.
Yany’s expertise centers on strategic growth, revenue generation, and providing outsourced development solutions for nonprofits looking to bolster fundraising and impact reporting. Throughout the conversation, she provides in detail how investing in the right people, processes, and tools creates a foundation for success—even in a sector that often struggles to attract and retain top talent. By referencing alarming statistics such as the average 16-month tenure of development officers, Yany urges leaders to rethink how they onboard, engage, and nurture their teams. She offers. . . “Loyalty is a two-way street, so we have to co-create a career experience for employees.”
Far from a dry strategic session, this lively exchange brims with very practical ideas for NPO’s seeking to maximize each staff member’s potential. From microlearning opportunities and more frequent check-ins to reimagining board and funder involvement, Yany’s approach challenges nonprofits to break old habits and embrace a collaborative mindset. More about TheWinWoman.com
#NonprofitLeadership #TeamDevelopment #WinWoman
An invigorating conversation centering on a game-changing concept: weaving well-being into the very fabric of nonprofit strategy. Anthony A. Dicks, Jr. of 180 Management Group passionately redefines well-being as more than a mere perk, instead emphasizing its critical importance for holistic, sustainable organizational success—especially amidst the evolving complexities of our time.
Anthony begins by describing how work can deplete even the most dedicated leaders, stating, “Doing well can compromise well-being…because by doing all the things you're supposed to do, you end up giving so much of yourself.” He reminds us that nonprofits thrive only when their people do—both financially and mentally. This means mindfully designing a culture where the physical, emotional, and social needs of team members are proactively supported. Anthony stresses that leadership itself can be grueling, requiring a resilience strategy every bit as vital as funding or program planning.
In exploring “strategic resilience,” Anthony offers a transformative perspective: organizations must intentionally prepare leaders for the tough decisions and challenges they will inevitably encounter. By providing coaching, building community, and embedding resilience into their strategic plans, nonprofits can create pipelines of healthy, future-ready leaders. He says, “We can’t just assume resilience. We have to create environments that enhance it and replenish it.”
This conversation, with host Julia Patrick, brims with actionable ideas for nonprofits seeking to elevate their impact. Far from mere theory, Anthony provides grounded approaches, like prioritizing mental health and forging authentic peer support networks. The result is an inspiring call to treat resilience as a cornerstone of operational excellence. While rooted in today’s reality—including lessons learned from the pandemic—the discussion looks forward, championing a new era where strategic planning and well-being go hand in hand.
#StrategicResilience
#NonprofitWellBeing
#LeadershipMatters
In this enlightening session, host Julia Patrick sits down with Richard Hawkes, CEO of the British Asian Trust, to delve into the intricacies of British royal charities and the unique challenges of international development work. Hawkes leads an organization founded by His Majesty King Charles III (when he was the Prince of Wales) and an influential group of British Asian business leaders. The British Asian Trust focuses on South Asia—India, Pakistan, Bangladesh, and Sri Lanka—by partnering with local nonprofits to tackle issues such as education, livelihoods, mental health, and child trafficking.
Early in the conversation, Hawkes clarifies that royal patronage is not a financial windfall that magically solves funding challenges. Rather, “He doesn’t have a formal legal role in the running of the organization, however, he’s hugely interested in what we do,” Hawkes states, emphasizing that King Charles actively engages with and advises the Trust on strategic directions but does not provide direct funding. This level of royal endorsement lends credibility, Hawkes explains, but it also heightens the Trust’s sense of responsibility. There is meticulous due diligence in both project selection and donor vetting to uphold the high standards that come with royal patronage.
The interview then pivots to the broader context of the UK nonprofit sector, where economic pressures and post-COVID fallout have increased the need for charitable services while simultaneously tightening financial resources. According to Hawkes, these conditions can spur innovative strategies, such as social enterprises and new fundraising models, to address growing demands.
One particularly theme is the importance of data-driven impact. Hawkes shares how the British Asian Trust has been pioneering development impact bonds to ensure measurable results: philanthropic funding is disbursed only when certain outcomes—like improved literacy or numeracy—are independently validated. “There’s a big difference between wanting to do good and actually doing good,” he says, pointing to the necessity of evidence-based practice.
Hawkes also speaks candidly about navigating the colonial history that still shapes realities in South Asia. His organization’s approach prioritizes local decision-making, with substantial in-country teams and partnerships that empower communities to identify challenges and co-develop solutions. This model intentionally breaks from any vestiges of paternalistic aid, focusing on true collaboration.
By the end of this fascinating discussion, you’ll gain a nuanced understanding of what it means to be a “royal founding patron charity,” how international nonprofits can respond to social and economic pressures, and why data, evidence, and cultural context are so pivotal to successful interventions. Most importantly, the conversation highlights how passion for social change, guided by strategic collaboration and backed by a dose of rigorous measurement, is the driving force behind the British Asian Trust’s sustainable impact in South Asia. More about BritishAsianTrust.org
#RoyalCharities #GlobalPhilanthropy #SouthAsiaFocus
Get ready to raise a celebratory glass . . .because this lively Fundraiser’s Friday is all about transforming donor fatigue into donor delight! Cohosts Julia Patrick and Tony Beall bring warmth, wit, and serious know-how to the table as they peel away the layers on keeping donors inspired, engaged, and continually enthusiastic. The pair jump into the heart of the matter: identifying the telltale signs of donor fatigue—like slipping retention rates or declining event attendance—and turning them into opportunities for growth.
Tony’s philosophy lays bare the significance of data and relationships. In his words, “We don’t look at our donors as a data point… we see them as individuals.” Julia adds on, reminding nonprofits that “It’s really about elevating the mission by sharing innovation and results, not just asking for money.” Together, they emphasize effective ways to combat donor fatigue—personalized communications, showcasing real-life impact, and consistently thanking those who invest their time, talent, and treasure.
They also propose revitalizing fundraising events by exploring intimate gatherings (like a cozy dinner in someone’s home) instead of large galas that may have lost their luster. Through creative solutions—like quick, heartfelt video messages or dynamic volunteer recognition—the duo shows you how to keep people genuinely connected and proud to support your cause.
By the end of the chat, you’ll learn how donor fatigue can be sidestepped with the right blend of authentic outreach, sincere gratitude, and fresh program ideas.
#DonorEngagement #FundraisingTips #Philanthropy
A riveting dialogue with Mohamed Osman (CEO of Spring Impact.org) and Alice Metcalf (Managing Consultant at Spring Impact). Broadcasting from London, these two experts share their global perspective on how nonprofits can flourish when equipped with long-term, unrestricted funding. Their big picture views resonate far beyond geographic borders, providing a beacon of hope for organizations striving to transcend uncertainty.
Mohamed begins with the essence of trust in philanthropy, stating: “Without trust, very little can be done.” His conviction is that flexible funding fuels risk-taking and creativity, serving as a resounding call for funders and nonprofits alike to dismantle the barriers of restriction. Equally compelling is Alice’s emphasis on collaboration. She talks about the findings of a Spring Impact study that highlights a surprising reliance on ongoing philanthropic support, stressing: “Philanthropy plays a really ongoing role in supporting nonprofits to create impact at scale.”
The elevating conversation ventures into the key topic of embedding solutions within existing systems. By partnering with governments, institutions, or fellow nonprofits that already have the necessary infrastructure, organizations can scale efficiently and reduce financial vulnerability. Another powerful theme that emerges from the duo is the idea of diversifying income streams to bolster long-term sustainability—an approach that offsets the unpredictability of any single funding source.
At a time when nonprofits worldwide face the pressures of dwindling institutional budgets and shifting political climates, Mohamed and Alice’s words stand as a testament to resilience. They argue that embracing agility, evidence-based practices, and user-centric models not only drives greater impact but also safeguards organizations from burnout. Ultimately, the dialogue champions a mindset of sharing knowledge, building trusted alliances, and “zooming out” to see the broader problem-solving landscape.
This conversation serves as a reminder that leaders in the nonprofit sector remain united by a common goal—amplifying social change. Through partnership, faith in collective action, and a daring spirit of innovation, nonprofits can rise above constraints and leave a profound imprint on communities around the globe. More about SpringImpact.org
#ScalingForGood #TrustBasedFunding #GlobalNonprofits
Are you ready to transform your nonprofit’s social media game—even if you have limited time, minimal staff, and an already overflowing plate? In this sparkling conversation, host Julia Patrick sits down with Kate Myers Emery, Senior Digital Communications Manager at Candid.org, to pull back the curtain on how to leverage sparse resources for maximum impact. If you’ve ever felt overwhelmed by the endless “content beast,” Kate offers an exciting new approach: treat your existing material like an all-you-can-eat buffet—select bite-sized pieces, repurpose them creatively, and share them repeatedly with fresh twists. After all, most of your audience never even sees your post the first time around!
Throughout this episode, Kate explains that social media isn’t just about flashy graphics or catchy captions—data matters, and so does careful experimentation. She walks us through how Candid systematically tests new platforms (like TikTok or Threads), sets clear goals for each experiment, and decides whether the return on investment is worth the time and mental bandwidth. By adopting this mindset, you’ll never again feel pressured to be everywhere all at once. Instead, you’ll have the freedom to focus on what truly moves the needle for your unique organization.
One of the biggest revelations? “You need to repeat because 93% of them didn’t see it the first time around.” By embracing repetition—and giving yourself permission to repost your best content—your nonprofit can spark deeper engagement and cultivate a more informed, motivated supporter base. Kate’s insights and success prove you don’t need a massive staff or a full-time social media guru to excel; all you really need is creativity, consistency, and a willingness to learn from your experiments.
Now is the time to revamp your strategy and turn your social media channels into powerful storytelling tools. Whether you’re aiming to boost donations, recruit volunteers, or simply raise awareness, this discussion is packed with actionable tips that will help your NPO stand out from the digital noise. Dive in and discover how “less” can truly be “more” when it comes to nonprofit social media!
Love is in the air, and so is wisdom! In this special Fundraisers Friday – Valentine’s Day Q&A, cohosts Julia Patrick and Tony Beall dive into pressing nonprofit leadership questions, blending deep insights with their signature wit and camaraderie.
From unexpected board policies to the evolving role of marketing in fundraising, this episode is packed with practical takeaways that every nonprofit leader should hear.
One of the most thought-provoking questions came from a young expecting woman: Should boards have a maternity policy for their members? While many policies set attendance rules, they don’t always account for major life events. Tony championed a broader perspective: “Board members bring immense value. A leave of absence policy—rather than just maternity—ensures we retain exceptional talent.”
Julia, ever the strategic thinker, mentions the policy implications:“It’s not just about adding another policy; it’s about structuring governance to make room for life’s realities.”
This lively conversation also tackles the role of COOs in nonprofit structures. Should Development Directors report to them? Tony lays out a clear organizational map, explaining that a Chief Development Officer (CDO) should ideally oversee fundraising, ensuring alignment with the CEO: “Under the COO, stories are created. Under the CDO, they’re told. That’s why marketing and fundraising belong together.”
Julia emphasizes the power of proximity between marketing and fundraising teams:“Get their offices close together—energy happens when storytelling meets donor engagement.”
With a mix of heartfelt gratitude and laughter, the episode wraps up with a touching moment where Julia expressed appreciation for Tony’s early belief in The Nonprofit Show.
#NonprofitLeadership #FundraisersFriday #StorytellingMatters
Nicole Frisina, from Your Part-Time Controller (YPTC), wraps our arms around the financial realities nonprofits face. With a creative spin on Valentine's Day, this valuable conversation explores the “red roses” of financial health and the “red flags” that can derail nonprofit organizations. "If you fail to plan, plan to fail. You must think ahead—whether it’s securing diverse funding, maintaining reserves, or ensuring financial oversight. Your mission depends on it."
Nicole emphasizes a crucial but often overlooked truth: finance teams are integral to a nonprofit’s success. Far from being mere number crunchers, they serve as strategic partners who can make or break an organization’s long-term sustainability. From the importance of segregation of duties to monthly financial reporting and reserve planning, this episode, hosted by Julia Patrick, is packed with actionable insights for nonprofit leaders.
One of the biggest takeaways? Nonprofits must diversify revenue streams to safeguard their future. Nicole warns about the risks of relying on a single funding source, recalling how performing arts organizations struggled during COVID-19 when ticket sales—their primary income—dried up. She challenges nonprofit leaders to think creatively: Can you rent out office space? Offer paid online resources? Secure a line of credit when your finances are strong?
Another vital part of their discussion is the power of financial transparency and collaboration. Development and finance teams must work hand-in-hand, ensuring accurate financial statements that allow for proactive decision-making. Nicole points to how regular financial reporting and documented policies serve as the foundation for long-term financial health.
And the duo don’t let us forget the importance of the IRS Form 990—often dismissed as just another bureaucratic headache. Nicole reframes it as a brochure for potential funders and board members. Filing late—or worse, failing to file—can lead to severe penalties or even loss of nonprofit status.
#NonprofitFinance #NonprofitAccounting #RiskManagement
Nonprofits, take note: Crisis is not a possibility; it’s an inevitability. And when it hits, your communication strategy can either reinforce your credibility or destroy it. In this powerhouse conversation, Kiersten Hill, Director of Nonprofit Solutions at FireSpring, lays out an unfiltered, practical, and downright essential playbook for crisis communication.
Let’s be clear: saying “No comment” is the worst move you can make. As Kiersten puts it, “The last thing you ever want to say is ‘no comment.’ It automatically makes you look guilty.” Instead, she urges organizations to take control, acknowledge the situation, and craft a response that is strategic, transparent, and mission-driven.
Beyond just reacting, Kiersten emphasizes that proactive communication with board members, donors, and the public is the best defense against misinformation and panic. She champions a mindset shift: invest more in marketing and communication during a crisis, not less! If your instinct is to cut budgets and go silent, you’re setting yourself up for long-term damage.
For every nonprofit leader out there, this is a must-watch. Because let’s face it—crises don’t wait for you to be ready.
#CrisisCommunication #NonprofitLeadership #nonprofitComms
It’s the silent heartbreak of the nonprofit world—lapsed donors. These are the supporters who once believed in your mission, donated enthusiastically, and then… disappeared. But why? And more importantly, how do we get them back? That’s exactly what James Goalder, Partnerships Manager at Bloomerang, unpacks in this power-packed conversation with Julia Patrick and Meredith Terrian.
The numbers are sobering: the donor retention rate in the U.S. has been stuck below 50% for years. That means for every ten donors nonprofits attract, at least five don’t come back. The reasons? Some are out of our control—life changes, financial setbacks, or even death. But the more painful reality is that many donors simply don’t know their support is needed. They don’t hear from the nonprofit, don’t see the impact of their gift, and ultimately assume their contribution didn’t matter.
And that’s an unacceptable reality. "We spend so much time, energy, and money bringing donors in, but then we let them slip away because we don’t communicate how much they still matter." — says James.
As James explains, too many nonprofits focus on acquisition and neglect retention. They throw big fundraising events, pull off emotional appeals, and get people excited to give—only to vanish into radio silence afterward. His solution? Intentional, personalized donor engagement. "People like to see their names," he emphasizes, underscoring how even small touches like personalized thank-you letters can make a massive difference.
One of the most compelling takeaways is the art of re-engagement. Instead of treating lapsed donors as ATMs with a one-time appeal, nonprofits should invite them back into the mission—through tours, volunteer opportunities, or even a simple “catch-up” coffee. A meaningful connection beats a generic donation ask every time.
For fundraisers, this episode is a wake-up call: Retention isn’t just another metric—it’s a survival strategy.
#DonorRetention #NonprofitFundraising
The nonprofit sector is undergoing a seismic shift, and if organizations don’t evolve, they risk being left behind. Dana Scurlock, Director of Recruitment at Staffing Boutique, paints a vivid picture of the changing labor market, emphasizing that “the only thing you can rely on is that things are going to change quickly.”
For years, the traditional nonprofit workforce was defined by long tenures, deep loyalty, and a willingness to power through challenges with minimal flexibility. But that paradigm is being upended. Today’s workers—especially Millennials and Gen Z—are demanding more: flexibility, work-life balance, and meaningful engagement. They aren’t willing to stay in roles that undervalue their contributions or offer limited career growth.
One of the most eye-opening revelations is the diverse, multi-generational workforce we now see. With five generations working simultaneously—ranging from young entrepreneurs launching nonprofits to seasoned professionals in their 70s and 80s—nonprofits must navigate a workplace where values, expectations, and communication styles often clash. The challenge isn’t just attracting talent but retaining it in an environment where job tenure is shrinking.
Another crucial theme? The rise of self-care as a business priority. Gone are the days when employees were applauded for working while sick. The next-gen workforce sees well-being as a non-negotiable, not an indulgence. Organizations that resist this shift will struggle with retention, as workers now view their personal health and job satisfaction as essential to long-term success.
So, where does this leave nonprofit leaders? Adaptation is no longer optional—it’s a necessity. Whether it’s offering hybrid work options, restructuring how tenure is valued, or reframing leadership to emphasize collaboration over hierarchy, nonprofits must stop resisting change and start embracing it. Because in the end, if you don’t take care of your staff, your mission will suffer.
#NonprofitLeadership #FutureOfWork #TalentRetention
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