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How To Use Your Strategic Plan to Really Influence Growth with Erin McPartlin

The Business Behind Fundraising

Release Date: 07/11/2023

The Slow & Steady Path to Large Gifts: A Case Study with Lauren M. Scott at Foundation for Fresh Produce show art The Slow & Steady Path to Large Gifts: A Case Study with Lauren M. Scott at Foundation for Fresh Produce

The Business Behind Fundraising

Lauren M. Scott is working on growing a healthier world to help change the trajectory of human health. Such a task might seem daunting, but the President of the Foundation for Fresh Produce has used her prior experience in crucial ways to help bridge the gap between sharing their big vision and providing tangible results. The process has not always moved at a rapid pace, but Lauren's patience is paying off in a big way for her organization. Sherry and Lauren discuss the importance of clear and effective communication - not just with your donors, but throughout the entire organization. There...

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Diversifying Your Human Service Org's Revenue: A Case Study with Carina Santa Maria at Shelter, Inc. show art Diversifying Your Human Service Org's Revenue: A Case Study with Carina Santa Maria at Shelter, Inc.

The Business Behind Fundraising

Carina Santa Maria is a first time ED making veteran moves at her organization. At Shelter Inc., Carina helps youth experiencing homelessness find emergency shelter, transitional housing, and clinical care, filling a crucial need for a vulnerable population within her community. Such a need requires great funding, and when Carina stepped into the role, things weren't where they needed to be.  Fast forward to today -  Shelter Inc. has seen their revenue grow nearly 5x thanks to changes in strategy implemented by Carina. Sherry and Carina discuss the growth and challenges faced by...

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Pressing Pause on Your Gala: A Case Study with Janelle Miller Moravek at Youth & Family Counseling show art Pressing Pause on Your Gala: A Case Study with Janelle Miller Moravek at Youth & Family Counseling

The Business Behind Fundraising

Janelle Miller Moravek describes herself as an "accidental" nonprofit employee, but when you see the thought and care she puts into her organization, the results are no accident at all! As the Executive Director at Youth & Family Counseling, Janelle works on providing and educating her community on affordable mental health care. She has done a bit of everything at the organization, and that experience has proven useful for understanding the needs of her team during a time of change and growth. Janelle and Sherry discuss the bold act of cutting her organization's gala out of the budget and...

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Cultivating & Captivating Next Gen Board Members with Julia Patrick of American Nonprofit Academy show art Cultivating & Captivating Next Gen Board Members with Julia Patrick of American Nonprofit Academy

The Business Behind Fundraising

Julia Patrick exemplifies that it’s never too late in your career to make an impact on the world around you. After a career in media covering social, political, and cultural issues in Arizona, Julia pivoted and dedicated her life to helping the nonprofit sector through the American Nonprofit Academy. As the CEO and Founder, as well as being the co-host of The Nonprofit Show, Julia allows nonprofit professionals to engage in discussions on problem-solving, innovation, and change within the sector. Sherry and Julia discuss how growing up in Arizona influenced her passion for nonprofit work....

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Fall Funder Series: A Discussion with Aba Taylor Brookline Community Foundation show art Fall Funder Series: A Discussion with Aba Taylor Brookline Community Foundation

The Business Behind Fundraising

On the final episode of this year’s Fall Funder Series, Sherry Quam Taylor speaks with Aba Taylor of the Brookline Community Foundation. Located in the immediate suburbs of Boston, BCF partners with nearly 50 organizations, seeking to improve the financial equity and economic growth of vulnerable populations in their area. As Executive Director, Aba not only cultivates relationships with organizations seeking their assistance, but also fundraises on her own, helping secure the money from private donors that will then flow to community partners that align with BCF’s values. The importance...

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Fall Funder Series: A Discussion with John Tracey, Program Director of the Simons Foundation show art Fall Funder Series: A Discussion with John Tracey, Program Director of the Simons Foundation

The Business Behind Fundraising

In the next edition of the Fall Funder Series, John Tracey of the Simons Foundation joins the show. As the Program Director managing the Science Sandbox, an incubatory portfolio focused on funding science communication practitioners, John helps organizations emphasize the importance of science in our everyday lives, helping build trust in modern practices and expanding access into new communities. Sherry and John dive into how organizations can get their foot in the door with larger funding operations. Spoiler alert: it’s not as hard or scary as you may think! Similar to working with the...

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Fall Funder Series: A Discussion with Shireen Zaman, Program Officer, BUILD // Ford Foundation show art Fall Funder Series: A Discussion with Shireen Zaman, Program Officer, BUILD // Ford Foundation

The Business Behind Fundraising

Welcome to the Fall Funder Series, where Sherry Quam Taylor demystifies common misconceptions about how organizations can secure general operating revenue. First up is Shireen Zaman of the BUILD program at the Ford Foundation. As a Program Officer, Shireen works directly with organizations in identifying their greatest fundraising needs and preparing a funding strategy that best supports those efforts.  Shireen gets real about what she looks for when choosing organizations to support. It's important to remember that there are real people behind these funding efforts who are eager to...

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Case Study with Eve Turow-Paul of Food for Climate League: Creating Sustainability after extreme launch success show art Case Study with Eve Turow-Paul of Food for Climate League: Creating Sustainability after extreme launch success

The Business Behind Fundraising

Eve Turow-Paul didn’t set out to start a nonprofit, but once she identified a crucial need in her community, the pieces quickly fell into place. As the founder and Executive Director of Food for Climate League, she’s helping change the narrative of sustainable food systems by addressing the emotional underpinnings that drive people’s food choices. The women-led team is influencing culinary workers to reduce emissions, embrace plant-based options, and increasing biodiversity.  Sherry and Eve discuss starting a nonprofit with little planning behind it, growing your organization...

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Nonprofit Decision Making During Times of Growth with Emily Taylor of teenyBIG show art Nonprofit Decision Making During Times of Growth with Emily Taylor of teenyBIG

The Business Behind Fundraising

As the principal of teenyBIG, Emily Taylor helps nonprofits at an inflection point make big decisions that affect their community so they can move from indecision to intentional, next-level growth. She empowers bold leaders to gather the information they need to make big decisions with buy-in so they can move from a holding pattern and into next-level growth. Emily discusses the need for nonprofits to reset and make strategic decisions in the post-COVID world, the challenges of strategic planning, and the importance of taking a step back before diving into the process.   What You Will...

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Case Study with Veronika Trufanova at the Emerald Necklace Conservancy: Preparing to Fully Fund your New Strategic Plan show art Case Study with Veronika Trufanova at the Emerald Necklace Conservancy: Preparing to Fully Fund your New Strategic Plan

The Business Behind Fundraising

Veronika Trufanova always had a passion for environmental sustainability, making her the perfect fit for her role as Director of Development at the Emerald Necklace Conservancy, a historic linear park system in Boston that introduced one the first example of green infrastructure in the nation. Nika now works to sustain the parks impact on the city while growing awareness for its rich history, a huge task in a city with over 650,000 residents.  Nika discusses how Sherry’s fresh perspective has revamped her team’s strategic plan while generating morale throughout her organization. The...

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Erin McPartlin’s organization was doing important work, but conveying their purpose proved more difficult than she anticipated. They were experiencing an identity crisis, and donors just weren’t getting the message. Rather than racing forward, Erin slowed down, rebranded, and got to work on creating an effective and malleable strategic plan.

Breaking out of their routine allowed Erin and the newly renamed “Tutoring Chicago” to establish infrastructure that supported the growth of her organization. Her methods, procedures, and goals were clearly defined, and donors responded in a big way. Tutoring Chicago’s message was clearly defined, and they were ready to scale and properly improve the trajectory of students in their city. 

After decades of successfully leading Tutoring Chicago, today Erin consults other executive directors and leaders on how they, too, can change their trajectories and ensure their organizations have strong growth plans, leaders, and boards.

Tune in to 𝘛𝘩𝘦 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘉𝘦𝘩𝘪𝘯𝘥 𝘍𝘶𝘯𝘥𝘳𝘢𝘪𝘴𝘪𝘯𝘨 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 — How to use your Strategic Plan to Really Influence Growth with Erin McPartlin

What You Will Discover: 

✔️ Leading doesn’t have to be lonely. Let’s face it: most executive directors do not grow up thinking they would lead a nonprofit. Their passion for improving their community led them to the work. Connecting with other leaders and leaving room to improve your strategies is essential to sustaining that passion, and it can help you navigate your organization through whatever challenges come its way. 

✔️ Be malleable. The world of nonprofits is constantly changing. After establishing procedures, create a plan to evaluate these procedures over time.“When you and I made this plan together, I really felt we needed to be flexible. We needed these strategic imperatives that guided us with our values, guided us with our identity. We knew who we were, we knew where we were going, we knew what we stood for. And then a few years later, COVID, right? And, man, that strategic plan worked. It took us through, we know who we were.”

✔️ Keep your message simple. Don’t make your donors waste energy figuring out what your organization is trying to do. When Erin and her organization, previously named Cabrini-Green Tutoring Organization, rebranded to “Tutoring Chicago,” donors responded instantly. Their purpose was defined, and now, they could spend more time on the details when connecting with donors.

✔️ Get everyone involved. A nonprofit thrives when each member brings their own unique skill set to the table. By championing your organization, you allow it to access partnerships and opportunities that can take your strategic plan to the next level. Develop your relationships with your board of directors; they’re connections and expertise can be key in growing and sustaining your organization. 

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With over 20 years of nonprofit management and leadership experience, Erin McPartlin is a strategic, visionary executive with a multifaceted leadership portfolio in nonprofit management and operations. Her expertise in program design, board and staff development, and fundraising financial management offers other executive directors, boards and leaders the experience and insights into the skills and mindset needed for strategic scale, impact, and sustainability - as well as a keen understanding of the clarity, leadership, organizational design, and infrastructure necessary to support this success.

LinkedIn: www.linkedin.com/in/erin-mcpartlin/

Website: erinmcpartlinconsulting.com

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Welcome to the Business Behind Fundraising podcast, where you’ll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor. 

Sherry Quam Taylor’s unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line. 

If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You’re in the right place!