Meaningful Donor Relationships: The Key to Financial Stability (with Lisa Greer and Sami Zoss)
NPFX: The Nonprofit Fundraising Exchange
Release Date: 02/07/2024
NPFX: The Nonprofit Fundraising Exchange
Great donor stewardship goes beyond thank-you notes — it creates a sense of meaning for the donor. In this kickoff episode of our new series on stewardship, Sami Zoss sits down with Dzenan Berberovic, Chief Philanthropy Officer at Avera Health, to explore how thoughtful stewardship can deepen relationships, celebrate generosity, and offer donors what they truly seek: a lasting sense of purpose and impact. Learn why stewardship isn’t just a follow-up tactic — it’s central to transformative fundraising. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic,...
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Radical shifts in federal funding priorities continue to create widespread uncertainty across the nonprofit sector. In today’s episode, we explore strategies to build organizational resilience, collaborate with other nonprofits, and communicate effectively with donors and funders during difficult times. We also examine the unique value a consultant brings, and share key criteria for choosing the right advisor to help your nonprofit thrive. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an...
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When federal funding is at risk, diversification is a smart long-term strategy. But there's a more immediate response nonprofits can’t afford to ignore — advocacy. In this episode, we break down what advocacy really means, how it works, and why it’s essential for every nonprofit to get involved right now. Join us as we explore how to make your voice heard and protect the funding that fuels your mission. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX...
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Recently, a series of rapid-fire decisions by the Trump administration sent shockwaves through the nonprofit sector, leaving many organizations uncertain about the future of their federal grants. In today's episode, our expert panel explores strategies nonprofits can implement to assess the challenges they face and survive potential funding cuts. With insights on collaboration, donor communication, impact assessments, and advocacy, this episode offers a lifeline to nonprofits facing unprecedented challenges. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic,...
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Nonprofits worked hard last year and gained valuable insights along the way. In today's episode, we share the top lessons learned by 10 fundraising professionals, and ways to apply them to make an even greater impact in 2025. Listen for tips on donor engagement, the importance of managing your data, leveraging your annual fund for major gifts, the value of unrestricted funds for capacity building, and more — plus a message of inspiration that every nonprofit should hear. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic, guest, or nonprofit organization for...
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Hello NPFX listeners! As nonprofit professionals, you've worked really hard this year. You faced challenges, achieved goals, and undoubtedly, you've gained valuable insights along the way. For our first episode of the new year, we'd like to hear what you've learned. Here's the question we'd like you to answer: What's the most valuable lesson you're taking away from your nonprofit experience in 2024? Send your answer by email to [email protected] with the subject line "2024 lesson." If you'd like us to mention you on the episode, be sure to include your name, your title, and the...
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When communication within a nonprofit flows effectively — from leadership to management to staff, and vice versa — teams tend to work well together and the nonprofit thrives. However, when enough breakdowns in communication occur, a toxic work culture can quickly take root. In today's episode, we’ll explore the unique challenges nonprofits face in fostering clear communication, and strategies for creating more engaged teams, safer environments for feedback, and ultimately, greater impact in your mission. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a...
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As giving from Boomers and Gen X decreases, Millennials and Gen Z are becoming more and more important to the long-term health of nonprofits. Yet many fundraisers struggle to connect with these young donors. In today's episode, we explore what it takes to engage the younger generations, and how you can make your nonprofit's mission resonate with donors of all ages. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources ...
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AI tools have rapidly evolved beyond their initial applications in content creation and data analysis. While some nonprofits are leveraging this growing technology, others raise valid concerns about privacy, bias, and data security. In today’s episode, we’ll examine the potential of AI as a strategic partner for nonprofit leaders and fundraisers. We’ll also explore how AI can be implemented safely and responsibly to free up time for higher-impact work and offer fresh solutions to longstanding challenges. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a...
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Engaging people as loyal donors and advocates for change is the heart of our job as fundraisers. However, the conventional messaging formula of problem -> solution -> ask is turning off some supporters, especially the younger generations. In this episode, we explore a fresh approach called Narrative Strategy that will help you deliver the right message to the right audience, inspiring greater commitment to your mission. Free 30-minute fundraising consultation for NPFX listeners: Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the...
info_outlineGood donor relationships where supporters are engaged and satisfied with giving to your nonprofit can have a profound effect on the success of your organization. More than just ensuring financial support, meaningful relationships with donors foster trust, loyalty, and a sense of shared purpose. In today's episode, we will discuss common stewardship mistakes, how to better understand the experience of the donor, and strategies you can use to elevate your nonprofit's engagement with donors and forge stronger bonds.
Free 30-minute fundraising consultation for NPFX listeners:
http://www.ipmadvancement.com/free
Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to [email protected].
Additional Resources
IPM's free Nonprofit Resource Library:
https://www.ipmadvancement.com/resources
Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship
https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship
[NPFX] 12 Mistakes Nonprofits Make in Their Fundraising Copywriting
https://www.ipmadvancement.com/blog/12-mistakes-nonprofits-make-in-their-fundraising-copywriting-part-1
The Secret to Keeping Your Donors Giving: Make Them Feel Special
https://www.ipmadvancement.com/blog/the-secret-to-keeping-your-donors-giving-make-them-feel-special
Lisa Zola Greer and her husband Josh experienced a transformative life change in 2012 as they became members, almost overnight, of the 1%, sparking a desire to share their new wealth with compelling charitable causes. As newcomers to the world of charitable giving, they found themselves frustrated and shocked by the impersonal interactions, scripted engagements, and dated methods pervasive in the nonprofit sector. After several years studying the sector, continually experiencing the same issues, and recognizing that millions of donors shared the same negative experience with giving, Lisa decided to promote fundamental change in how fundraising is done by teaching nonprofits how to do better. Today, Lisa writes, teaches, and advises fundraisers on incorporating the donor perspective into all their fundraising activities. As a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book Philanthropy Revolution, Lisa is on a mission to "Save Giving." Her second book, The Fundraiser's Handbook, will be released in 2024. Between her books, her teaching, and her highly successful blog, Philanthropy 451, Lisa helps nonprofits see a clear path to sustainable and long-term success.
https://www.linkedin.com/in/lisazgreer/
https://lisagreer.com/
Sami Zoss, Interim President and Chief Executive Officer for DSU Foundation, is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc., a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement.
https://www.linkedin.com/in/sami-zoss-mba-7535778b/
https://trojansunite.org/
Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.
https://www.linkedin.com/in/russphaneuf/
Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.
https://www.linkedin.com/in/richfrazier/