NPFX: The Nonprofit Fundraising Exchange
Join the experts at IPM Advancement for discussion and insights into nonprofit fundraising, membership, advocacy and more. Each show covers a different aspect of advancement, with topics ranging from annual giving to capital campaigns and everything in between.
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Donor Stewardship: Helping Donors Find Meaning through Philanthropy (with Sami Zoss and Dzenan Berberovic)
05/22/2025
Donor Stewardship: Helping Donors Find Meaning through Philanthropy (with Sami Zoss and Dzenan Berberovic)
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, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources is the founder of , a business solutions consulting firm specializing in nonprofit growth and operational efficiency. With an MBA in Finance and Marketing, Sami brings a wealth of expertise in donor engagement, technology integration, and strategic planning to her clients. Before founding Zoss Collaborations, Sami served as the COO and later as Acting CEO of the Dakota State University Foundation, where she led record-breaking fundraising campaigns and implemented innovative donor engagement strategies that significantly expanded DSU’s donor base. In addition to her work with educational institutions, she has been a dedicated volunteer with organizations like Camp Gilbert Inc., supporting children with Type 1 diabetes. was born in Bosnia, one of the poorest countries in the world. He spent six years as a refugee in Germany before immigrating to the United States when he was nine. Inspired by the generosity of strangers, Dzenan discovered his life’s calling: philanthropy. Today, he serves as Chief Philanthropy Officer. As the steward of Avera’s 20,000+ annual benefactors, Dzenan has served and led teams to raise more than $600 million. Dzenan was named the Outstanding Young Professional by the Association of Fundraising Professionals (AFP) Global. Before transitioning to healthcare, he received the Rising Star Award from the Council for Advancement in Support of Education (CASE). The Association for Healthcare Philanthropy (AHP) honored him as a 40 Under 40 recipient. Dzenan received a graduate degree from Saint Mary’s University of Minnesota in Philanthropy and Development. , 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. 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.
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Building Resilience in the Face of Funding Cuts (with Laura Rosi and Elizabeth Silverstein)
04/28/2025
Building Resilience in the Face of Funding Cuts (with Laura Rosi and Elizabeth Silverstein)
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 email with the subject "NPFX suggestion" to . Additional Resources , Esq. is the Chief Executive Officer at . She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families’ Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at , a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. , 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. 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.
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Advocacy Matters: Defending Federal Funding for Nonprofits (with Pat Libby, Kendra Davenport, and Shannon McCracken)
03/31/2025
Advocacy Matters: Defending Federal Funding for Nonprofits (with Pat Libby, Kendra Davenport, and Shannon McCracken)
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 suggestion" to . Additional Resources is one of the nation’s leading experts on citizen lobbying campaigns. A long-time nonprofit leader, consultant, and recovering academic, Pat has made it her mission to teach nonprofit leaders and everyday people how to create change through the legislative process. She is the author of The Empowered Citizens Guide and The Lobbying Strategy Handbook — funny, relatable books written for anyone who sees a glaring injustice or community-wide problem and wants to scream, “There ought to be law!” but doesn’t know how to make it happen. Pat makes conducting a successful grassroots lobbying campaign seem relatively painless by sharing her easy-to-follow formula and pulling the curtain back on things we think we should know but don’t. The books are illustrated by real-life examples of people who used her 10-step strategy to pass laws, and contain detailed information on the rules governing nonprofit lobbying. Pat created her strategy while leading a nonprofit organization; since then, it has been used by novice citizen activists throughout the country to pass new laws, including many in California where she resides. You can find many . , MPL, CFRE, is President and CEO of , a leading organization that makes a lasting difference in the lives of 1.5 million people each year by providing essential services to children and adults with disabilities, older adults, veterans, and their families. Kendra oversees the National Office and a federated network of 70 Affiliates whose markets cover 48 states and Washington, D.C. For more than three decades, Kendra has been a leader and innovator in the nonprofit sector, with a consistent focus to facilitating critical services and interventions with organizations specializing in health and human services and disability rights, ensuring everyone can lead full lives. Kendra has extensive management experience, having managed over 1,000 international staff across eighteen sub-Saharan countries while working for one of the largest African American-founded and led nonprofits at the time. She is highly regarded not only for her extensive work in the nonprofit sector and for her leadership amid change, but for her commitment to transparency, accountability, and strong focus on collaboration. Kendra is a graduate of Georgetown University’s McCourt School of Public Policy, and serves on boards for organizations that span health, education, civil rights and social action, and economic empowerment. is the founding CEO of and has been named to The NonProfit Times Power & Influence Top 50 for the last three years. She spent two years as Charity Navigator’s Chief Development Officer, facilitating communication with nonprofit organizations and increasing resources to ensure the successful implementation of a new strategic plan, and subsequently served on Charity Navigator’s board of directors. Shannon spent 17 years with Special Olympics International, most recently as Vice President of Donor Development. While at Special Olympics, she served as the DMA Nonprofit Federation Advisory Council Chair and Chair of the Ethics Committee. Shannon is a Certified Association Executive with a master’s in Nonprofit and Association Management. She serves on the Fundraising.AI Advisory Council and the Fundraising Effectiveness Project Steering Committee as Government Relations Chair. , 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. 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.
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Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically (with Lauren Steiner, Anne Newland, and Beth Silverstein)
03/01/2025
Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically (with Lauren Steiner, Anne Newland, and Beth Silverstein)
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, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at , a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. is the Founder and CEO of , the nation’s leading grant consulting firm, specializing in securing grant funding for healthcare organizations. With over 20 years of experience in philanthropy and nonprofit development, Lauren has led her team in winning hundreds of millions in funding for clients. Lauren has contributed to key philanthropic initiatives, including The Giving Institute and the Generosity Commission and formerly co-chaired the editorial board of Giving USA. She has been an avid presenter on grant-seeking topics, both in person and virtually, for AFP, Grants Professionals Association (GPA), The Giving Institute/Giving USA, the Chronicle of Philanthropy, as well as a frequent guest on podcasts including GrantStation, Blackbaud's Engage Podcast, Successful Nonprofits, and more. Lauren is known for her practical, real-world approach to grant-seeking, ensuring attendees walk away with actionable takeaways. , MD, MPH has spent her career as a physician and executive in the primary care safety net. She currently serves as the Chief Executive Officer for , a federally-qualified community health center with clinics in 11 communities in northern Arizona. She trained in Internal Medicine-Pediatrics at the University of Tennessee-Memphis, served as Chief Resident for Internal Medicine at UT, and later completed a Master in Public Health degree at Harvard School of Public Health as a Commonwealth Fund Fellow in Minority Health Policy. Dr. Newland launched a community-based Family Medicine residency program in 2020 and is planning a Psychiatry residency program to train psychiatrists in rural northern Arizona. Dr. Newland has served on many community boards and, and she has worked with elected officials and other stakeholders to create new pathways to fund graduate medical education. , 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. 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.
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10 Lessons Nonprofits Learned Last Year — and How to Thrive in 2025
01/19/2025
10 Lessons Nonprofits Learned Last Year — and How to Thrive in 2025
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 an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources is CEO of and founder of . With more than 20 years of experience in nonprofit marketing, Shereese has helped organizations increase their influence and revenue, generating over $2 million in direct campaigns. She is dedicated to social change, with a focus on development, branding, women's leadership, and artificial intelligence. Through AI Consultants for Nonprofits, Shereese offers AI literacy and training programs tailored to nonprofits, schools, and government entities. Her approach empowers organizations to certify internal team members as AI experts, fostering a culture where technology handles routine tasks, allowing people to focus on meaningful work. Shereese's mission is to make AI accessible and beneficial for organizations focused on social good. , is the founder of , a business solutions consulting firm specializing in nonprofit growth and operational efficiency. With an MBA in Finance and Marketing, Sami brings a wealth of expertise in donor engagement, technology integration, and strategic planning to her clients. Before founding Zoss Collaborations, Sami served as the COO and later as Acting CEO of the Dakota State University Foundation, where she led record-breaking fundraising campaigns and implemented innovative donor engagement strategies that significantly expanded DSU’s donor base. In addition to her work with educational institutions, she has been a dedicated volunteer with organizations like Camp Gilbert Inc., supporting children with Type 1 diabetes. , partner & CEO of , has been with IPM since launch. She's worked with nonprofit clients on donor renewal, appeal, stewardship, and acquisition programs encompassing more than 250 million total recipients across all fundraising channels — including highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. leads the Annual Giving effort at , generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. is the Constituent Communications Manager at . She excels at crafting and executing strategic fundraising plans, building lasting stakeholder relationships, and identifying funding opportunities to drive organizational growth. Nicolette has successfully led development teams, fostering collaboration and professional growth. Holding a Bachelor’s in Communications and a Master’s in Nonprofit Management, she combines deep expertise with a passion for making an impact, helping organizations achieve sustainable success. , founder of , a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, , a moving story of redemption and social change. is Chief Development & Communications Officer at the . With over 15 years of experience, her expertise spans corporate social responsibility, fundraising strategy, donor relations, event management, and strategic communications. In her current role, Ally has transformed fundraising strategies, securing over $2.5 million annually and cultivating a $5 million grant from Governor Gavin Newsom’s Office of Emergency Services. Her leadership extends to managing a statewide public awareness campaign focused on mental health, violence prevention, and equity. Ally holds a Master of Public Administration from the University of Southern California and a Bachelor of Arts in Political Science from Arizona State University. has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. , co-founder, managing partner & chief strategist for IPM Advancement, has spent more than 25 years in nonprofit fundraising, with key roles in higher education development. Russ has been a finalist for the Council for Advancement and Support of Education (CASE) “Rising Star” award, and he has earned an AMA Spectrum Award recognizing outstanding collateral. He has also presented on strategic communications and constituent engagement for CASE, the Association of Fundraising Professionals, and the National League of Cities. 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.
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Special Invitation for Listeners: What's Your Most Valuable Lesson from 2024?
12/16/2024
Special Invitation for Listeners: What's Your Most Valuable Lesson from 2024?
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 nonprofit you represent. If you want to remain anonymous, just let us know. Thank you for listening, and thanks for helping us grow our NPFX community. We look forward to hearing from you. Happy holidays!
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Leading through Layers: Communication Strategies to Align Your Team (with Beth Napleton, Christina Lear, and Amy Tamura)
11/20/2024
Leading through Layers: Communication Strategies to Align Your Team (with Beth Napleton, Christina Lear, and Amy Tamura)
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 topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources is the CEO of , bringing over 25 years of experience in education leadership. Previously, she founded and led a charter school network on Chicago’s far South Side, where every graduate — most of them first-generation college students — was accepted to at least two four-year colleges. Beth coaches senior leaders in education and mission-driven organizations to "lead through layers" with greater efficiency and impact. A certified Gallup Strengths coach and alumna of Columbia University, Teach For America, and Building Excellent Schools, she has also completed the National Principal Supervisors Academy at Relay Graduate School of Education. She is a winner of the prestigious national Harriett Ball Excellence in Teaching Award, and has been featured on over 20 podcasts. is a former high school principal who now advises school leaders on educational transformation and collective impact in her role at . As a principal, Christina led her school through several significant changes, including redesigning the school model, reorganizing the delivery of school throughout the COVID-19 pandemic, and improving the school’s rating from an F to a B. Christina has also worked on policy advising, community organizing, and campaigns for many education organizations. She is passionate about empowering communities with barriers to opportunity and using both systemic change and leadership development to tackle equity gaps. most recently served as Board President of , a cherished institution with over 70 years of history in nurturing young children aged 2–5 and their families. Her commitment to education and child development extended to co-leading Project Cornerstone at Braly Elementary, teaching school-aged children at Bible Study Fellowship, and volunteering with various organizations. Now focusing on raising her own children, Amy proudly describes herself as "out of the game," while continuing to bring the same energy and care to her family that she has shown to her community. , 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. 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.
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How to Engage Millennial and Gen Z Donors: Make Them Partners in Progress (with Derrick Feldmann)
10/23/2024
How to Engage Millennial and Gen Z Donors: Make Them Partners in Progress (with Derrick Feldmann)
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 is recognized internationally as a leading researcher and advisor on social issues, movements, and consumer public action. Producing and leading nearly two dozen research studies a year, Feldmann has built an impressive body of research and insights into how and why the public takes action for change. He is the author of three books: The Corporate Social Mind — How Companies Lead Social Change From the Inside Out; Social Movements for Good — How Companies and Causes Create Viral Change; and Cause for Change — The Why and How of Nonprofit Millennial Engagement. Feldmann currently splits his time between social issue research and advisory firm and the , where he oversees public research studies on pressing issues affecting Americans. Before ISG, Feldmann led the research team for the Millennial Impact Project with The Case Foundation, producing the comprehensive on how and why millennials choose to engage in cause movements. , 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. 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.
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Leveraging AI as Your Nonprofit Thought Partner (with Shereese Floyd)
09/26/2024
Leveraging AI as Your Nonprofit Thought Partner (with Shereese Floyd)
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 topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources is CEO of and founder of . With more than 20 years of experience in nonprofit marketing, Shereese has helped organizations increase their influence and revenue, generating over $2 million in direct campaigns. She is dedicated to social change, with a focus on development, branding, women's leadership, and artificial intelligence. Through AI Consultants for Nonprofits, Shereese offers AI literacy and training programs tailored to nonprofits, schools, and government entities. Her approach empowers organizations to certify internal team members as AI experts, fostering a culture where technology handles routine tasks, allowing people to focus on meaningful work. Shereese's mission is to make AI accessible and beneficial for organizations focused on social good. , 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. 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.
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Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition (with Josh Gryniewicz)
09/04/2024
Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition (with Josh Gryniewicz)
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 subject "NPFX suggestion" to . Additional Resources , founder of , a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, , a moving story of redemption and social change. , 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. 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.
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How to Attract and Retain Fundraising Talent: Discussing AFP’s 2024 Compensation & Benefits Survey Report (with Colton Strawser and Julie Trimarchi)
08/13/2024
How to Attract and Retain Fundraising Talent: Discussing AFP’s 2024 Compensation & Benefits Survey Report (with Colton Strawser and Julie Trimarchi)
The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. As a result, more and more nonprofits are depending on big gifts. That’s why it’s vital to attract and retain the fundraisers who can cultivate strong relationships with your most generous donors. In today's episode, we examine the latest findings from AFP's 2024 Compensation and Benefits Survey Report and discuss ways to keep your best fundraisers happy (beyond a competitive salary) to sustain and advance your nonprofit's 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 suggestion" to . Additional Resources , PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. , Senior Compensation Consultant for 's Total Rewards practice, has over 20 years of experience in compensation for both nonprofit and for-profit organizations. Most recently, she consulted nonprofit organizations on the design and/or redesign of base pay programs, pay philosophy, pay policies and best practices. Prior to consulting, she held the position of Director of Compensation for 10 years with the Continental Division of Hospital Corportation of America (HCA), a fortune 500 company. She also worked for five years with nonprofit Kaiser Permanente as a Senior Compensation Analyst. She has also designed and delivered compensation training to various audiences, including front line leaders, executives, HR colleagues and employees. , 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. 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.
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Strategic Planning: Why Some Plans Succeed and Others Fail (with Barbara Wood, Laura Rosi, and Nate Rhoton)
07/02/2024
Strategic Planning: Why Some Plans Succeed and Others Fail (with Barbara Wood, Laura Rosi, and Nate Rhoton)
Strategic planning done poorly can be time-consuming and yield little practical benefit. Strategic planning done well provides clear direction, aligns resources with mission-critical goals, and enhances organizational effectiveness. In today’s episode, we'll explore why investing in a well-crafted strategic plan is worth your time and how it can propel your nonprofit towards greater impact and success. 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 , Vice President of Development and Communications/PR at , has served more than 25 years in fund development management and development communications. She joined the Beatitudes Campus in 2012 and feels called to serve older adults and the residents who call the campus home. She is responsible for the development and implementation of strategic plans to advance and raise funds for the campus’ strategic initiatives. She oversees and manages fundraising efforts, builds strong and successful relationships and maintains communications with donors. Previously she served at Arizona State University Foundation and A.T. Still University managing presidential and development communications and fundraising. Barbara also served as managing editor of a major Arizona business magazine and was marketing manager and financial writer for the world headquarters of a financial services institution. Barbara has won numerous national and professional awards for writing and communications excellence and has published more than 50 articles. , Esq. is the Chief Executive Officer at . She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families’ Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. She is a board member of Metro North Housing Corporation and is a member of Urban Land Institute’s Policy Committee, and Committee on Housing and Economic Development. serves as the CEO for , an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. , 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. 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.
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Engaging Audiences with Effective Messaging & Storytelling — What Works on Tough Issues (with Brian Malte and Josh Gryniewicz)
06/06/2024
Engaging Audiences with Effective Messaging & Storytelling — What Works on Tough Issues (with Brian Malte and Josh Gryniewicz)
Ensuring the success of your nonprofit hinges on effectively capturing and maintaining donor attention and support. But when tackling tough issues that may take years or even decades to solve, how do you sustain donor engagement for the duration? In today's episode, we delve into strategies for keeping donors engaged on hard-to-solve issues through the power of effective messaging and strategic storytelling. 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 is a nationally recognized leader in the gun violence prevention movement. In 2001, Brian joined the Brady Center to Prevent Gun Violence, first as National Field Director, then Political Director, and lastly as National Policy Director, becoming one of the country’s most familiar spokespeople for the burgeoning gun violence prevention movement. In 2016 he returned to his California roots to helm the . He has been a featured speaker at many state and national conferences and routinely provides expert analysis to news outlets such as The New York Times, The Washington Post, The Guardian, Al Jazeera, The Atlanta Journal-Constitution, NPR and Mother Jones. , founder of , a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters. Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of , which comes out on July 2, 2024. , 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. 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.
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The Challenges Facing Higher Ed Fundraisers (with Sami Zoss and Emily Berry)
04/24/2024
The Challenges Facing Higher Ed Fundraisers (with Sami Zoss and Emily Berry)
Americans are losing confidence in higher education, alumni are carrying record level student debt loads, and charitable giving in general is shifting more towards social impact causes — all of which makes it harder for higher ed institutions to make their case for support. In today’s podcast episode, we look at strategies for higher ed fundraising, including how to engage young alumni, the role of major donors, attracting corporate partners, the value of give-to-get, and more. 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 , Interim President and Chief Executive Officer for , 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 , 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. leads the Annual Giving effort at Miami University, generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. , 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. 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.
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Innovation, Authenticity, and Impact in Fundraising (with Jarrett Ransom, the Nonprofit Nerd)
04/03/2024
Innovation, Authenticity, and Impact in Fundraising (with Jarrett Ransom, the Nonprofit Nerd)
Join host Rich Frazier and guest Jarrett Ransom for a candid conversation on what it takes to be successful — and stay sane — in nonprofit fundraising. Jarrett shares insights from her 15-year journey as a consultant in the nonprofit sector, including her latest inspiration from the documentary "Uncharitable" featuring Dan Pallotta. Other topics include the need for innovation in fundraising, how to achieve a healthy work-life blend, and the value of bringing who you truly are into your work. 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 , aka the Nonprofit Nerd, has worked exclusively with nonprofit organizations for over 20 years. She is passionate about creating community and empowering others to see and exceed their full potential. As a trusted advisor, she has helped clients successfully raise millions of dollars in support of their missions. In addition to being a member of the IPM Advancement consulting team, she is president and CEO of the . Jarrett also serves as the host of the podcast "." , 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. 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.
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The Intersection of Organizational Wellness and Impact (with Shaun Leonardo and Melissa Cowley Wolf)
03/21/2024
The Intersection of Organizational Wellness and Impact (with Shaun Leonardo and Melissa Cowley Wolf)
A workforce shortage in the nonprofit industry is forcing many organizations to do more with less, resulting in stress and burnout that only worsens staff turnover. How can we expect nonprofits to go out and make the world a better place if the organizations themselves are not well? In today's episode, we take a deep dive into the topic of organizational wellness to help nonprofits improve their internal health and increase their impact. 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 , a Brooklyn-based artist and Co-Director of the arts nonprofit , specializes in multidisciplinary work that negotiates societal expectations of manhood, namely definitions surrounding black and brown masculinities, along with its notions of achievement, collective identity, and experience of failure. His performance practice, anchored by his work in — a diversion program for system-impacted youth at Recess — is participatory and invested in a process of embodiment. Shaun received his MFA from the San Francisco Art Institute and is a recipient of support from Creative Capital, Guggenheim Social Practice, Art for Justice and A Blade of Grass. His work has been featured at The Guggenheim Museum, the High Line, and New Museum, and profiled in the New York Times and CNN. His solo exhibition, The Breath of Empty Space, was presented at MICA, MASS MoCA and The Bronx Museum. And his first major public art commission, Between Four Freedoms, premiered at Four Freedoms Park Conservancy, in the fall of 2021. has 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. , 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. 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.
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Boost Donor Engagement with Messaging That Matters
03/11/2024
Boost Donor Engagement with Messaging That Matters
Messaging that engages your audience is the key to good fundraising, which in turn is what allows your organization to deliver the programs and services that impact your community. In today's episode, we examine the 5 essential elements of messaging, share real world examples of how to apply them, discuss pitfalls to watch out for, and more. 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 is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. , 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. 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.
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Measuring More than Money: Why Donor Relationships Matter (with Michele Rebeor and Elizabeth Silverstein)
02/21/2024
Measuring More than Money: Why Donor Relationships Matter (with Michele Rebeor and Elizabeth Silverstein)
The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. This "giving crisis" has led to an overreliance on major gifts that isn't sustainable for most nonprofits. In today's episode, we discuss why measuring donor relationships (not just revenue) must be a part of your fundraising plan, how to enroll your leadership and board, and strategies to track and improve donor relationships at every level of giving. 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 is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. , 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. 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.
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Meaningful Donor Relationships: The Key to Financial Stability (with Lisa Greer and Sami Zoss)
02/07/2024
Meaningful Donor Relationships: The Key to Financial Stability (with Lisa Greer and Sami Zoss)
Good 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: Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to . Additional Resources 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 , Lisa is on a mission to "Save Giving." Her second book, , will be released in 2024. Between her books, her teaching, and her highly successful blog, , Lisa helps nonprofits see a clear path to sustainable and long-term success. , Interim President and Chief Executive Officer for , 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 , 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. , 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. 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.
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Donor Behavior Is Changing: Insights from Chronicle of Philanthropy’s New Fundraiser Survey
01/03/2024
Donor Behavior Is Changing: Insights from Chronicle of Philanthropy’s New Fundraiser Survey
The Chronicle of Philanthropy's 2023 survey of 1000 fundraisers reveals much about how donor behavior is changing and the impact that's having on nonprofit fundraising. In today's podcast episode, the IPM team digs deep into the data to help explain why donors are responding differently now and what nonprofits can do to meet their financial and mission goals for 2024. 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 is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. , 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. 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.
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Tips for 2023 Year-End Fundraising (and How to Prepare for 2024)
11/02/2023
Tips for 2023 Year-End Fundraising (and How to Prepare for 2024)
Given that 30% of annual giving happens in December, it's crucial for nonprofits to have a winning year-end fundraising strategy. Calendar year-end fundraising leverages end-of-year tax benefits to motivate donors to give, while also aligning with the holiday spirit when people are more inclined to be charitable. In today's podcast episode, the IPM Advancement team shares their best tips for CYE fundraising, including the importance of major donors, why direct mail still matters, how to navigate 2023 trends and challenges, re-engaging lapsed donors, the role of self-care in fundraising, how to strategize for 2024, and more. 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 is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. is a founder of Synergy Philanthropy and an IPM Advancement consultant. He has worked in the nonprofit sector for over 30 years, holding positions at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. is the founder of MCW Projects and an IPM Advancement consultant. Melissa has more than 20 years of experience in philanthropy, specializing in next era philanthropic strategy, and organizational and executive wellness for leaders and collectives who want to make an impact. is a Certified Fundraising Executive and IPM Advancement consultant. With 20 years of experience in leadership and development for patients advocacy and nonprofit health organizations, Gina provides strategic planning, fundraising planning and execution, Board and staff development, therapeutic advancement, and engagement with industry to patient advocacy groups. , 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. 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.
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Inflation and Impact: How Nonprofits Are Navigating Economic Realities (with Ali Colbran and Nicole Williams)
10/11/2023
Inflation and Impact: How Nonprofits Are Navigating Economic Realities (with Ali Colbran and Nicole Williams)
With inflation rates peaking at 9.1% last summer (the highest since 1981), nonprofits are feeling the strain. Higher prices drive up the cost to provide programs and services while also increasing demand for those services; on the fundraising side, every dollar raised has less buying power. In today's episode, we'll look at how two nonprofits fighting food insecurity are overcoming these challenges and growing their operations despite economic realities. 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 , Director of Development at , is responsible for planning, organizing, and directing Feeding San Diego’s fundraising program, including major gifts, grants, corporate partnerships, annual funds, and development operations. Ali has 15 years of experience in the nonprofit sector. Her previous development work supported UC San Diego, The New Children’s Museum, Sacramento Children’s Museum, and the California Association of Museums. She has a Bachelor of Arts in the History of Art and Visual Culture from the University of California, Santa Cruz. Ali is currently pursuing her graduate degree in Nonprofit Leadership and Management at the University of San Diego. is the Chief Executive Officer of the . With 25 years of experience in the nonprofit sector, she's managed federal, local, and privately funded projects to lead the Community Food Bank in its current growth and expansion. A graduate of Samford University, Nicole has lived and worked in Birmingham for over 30 years. She currently serves as the Secretary/Treasurer of Feeding Alabama, the State Food Bank Association and on the Board of Directors for the Emergency Food and Shelter Program (EFSP). She was named in the Who’s Who in Nonprofits by the Birmingham Business Journal in March of 2023. , 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. 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.
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AI Tools for Grant Writing, Prospecting, and More (with Ashutosh Nandeshwar and Shereese Floyd)
09/05/2023
AI Tools for Grant Writing, Prospecting, and More (with Ashutosh Nandeshwar and Shereese Floyd)
The genie is out of the bottle — artificial intelligence is here. Despite valid concerns about privacy and bias, many nonprofits have already embraced AI for grant writing, donor engagement, prospecting, automation, data analysis, and more. In this episode, we examine what AI can (and can't) do, ways your nonprofit can benefit from AI, how to navigate ethical concerns, and our favorite AI tools that you can start using today. 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 . AI Tools for Nonprofits For a list of AI tools recommended by our guests, at . Additional Resources by Shereese Floyd: by Ashutosh Nandeshwar: is CEO of and founder of . An award-winning storytelling and communications professional dedicated to helping organizations increase influence and revenue with story-based marketing, her emotional branding style has generated over $2M in direct campaigns. With over twenty years in nonprofit marketing, her expertise spans development, branding, women's leadership, artificial intelligence, and public relations. Shereese is an advocate for social change and believes story is the one thing that truly brings the world together. is a data science leader and expert who has championed innovative techniques to help nonprofits and higher education institutions become effective. With over 20 years of experience applying advanced data science, Ashutosh currently leads the . He has built data science teams and practices from the ground up at institutions like USC, Caltech, and Michigan. Ashutosh holds a PhD in Industrial Engineering, specializing in machine learning, and an MS in Design Thinking, and is the author of multiple books, including . He has served on the Apra national board and the CASE DRIVE committees. , 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. 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.
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Giving USA 2023: Key Insights behind the Numbers
08/07/2023
Giving USA 2023: Key Insights behind the Numbers
The release of the Giving USA 2023 annual report sent shivers through the nonprofit community with its finding that total charitable giving had declined for the first time since 2009. In today's episode, we look behind the data to share key insights and advice for how nonprofits can navigate changes in donor behavior, weather an uncertain economy, and find creative opportunities to boost fundraising and membership. 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 , PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. , vice president of client services for IPM Advancement, provides subject matter expertise that covers all aspects of client and project management including direct mail, telemarketing, and digital campaigns. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients. , 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. 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.
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Why Smaller Nonprofits Are Employing Fractional Fundraisers to Grow Their Revenue (with Trica Oshant Hawkins & Alan Knobloch)
07/03/2023
Why Smaller Nonprofits Are Employing Fractional Fundraisers to Grow Their Revenue (with Trica Oshant Hawkins & Alan Knobloch)
Many smaller nonprofits don’t have the budget to hire experienced fundraisers. They either make do with existing staff or hire a consultant that advises but doesn't implement. In today's episode, we explore the benefits of fractional fundraising — hiring a seasoned fundraiser for a fraction of the work week — and why this strategy can be a game changer for small nonprofits. 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 has worked for non-profit conservation organizations for most of her professional career. She received her BS in Wildlife Ecology, served as Education Specialist for Hawk Mountain Sanctuary in Pennsylvania for several years, and then returned to her Sonoran Desert home to co-found the Environmental Education Exchange, a non-profit organization with the mission of increasing environmental literacy through collaborative environmental education programs. After completing a Master’s Degree in Conservation Biology, she shifted her focus from education to conservation, and began working with the (AWF). As AWF’s Conservation Programs Director, Trica manages several programs that get people outdoors and directly involved in conservation projects. Trica also contributes to the organization’s communications, education, and (for a brief spell) development programs. has held positions in the nonprofit sector at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. In addition to being a Certified Fund Raising Executive from the Association of Fund Raising Professionals, he has earned a diploma from the National Planned Giving Institute from the College of William and Mary. Alan is a member of IPM Advancement's consultant network and a co-founder of . , 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. 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.
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How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness (with Dr. Evisha Ford)
06/05/2023
How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness (with Dr. Evisha Ford)
Staff turnover has become a challenge for many nonprofits. Increasing numbers of nonprofit employees report feeling stressed and burned out. In today’s podcast episode, we sit down with Dr. Evisha Ford to discuss what causes nonprofit burnout and how both the individual and the organization can create a culture of wellness and support. 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 by Evisha Ford is the Founding Executive Director of , a therapeutic school in Illinois, that serves the needs of neurodiverse learners and their families. She began her career serving inner-city homeless youth in Chicago and worked with various community agencies to build their capacity to support the needs of vulnerable youth. She specializes in trauma-compassionate leadership, program design, cultural and racial equity, developing continuums of service for diverse learners. She is author of . Additionally, Dr. Ford serve as President of the Board for the United Way Blue Island Robbins Neighborhood Network. She has received numerous awards, including “Woman of the Year” by Zeta Phi Beta Sorority, the Paige Award for her impact within the special needs community, and the “Dream Maker Award” from the Bronzeville Children’s Museum of Chicago. In July 2018, she was honored as one of the influential “100 Black Women in Chicago” for her educational contributions. In July 2022, Dr. Ford received her most generous recognition as “best mom ever” granted by her two sons. To lean more about Dr. Ford’s work, visit her website . , 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. 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.
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Sustaining Donor Attention after the Headlines Fade (with Michelle Boggs and Melissa Rutan)
05/08/2023
Sustaining Donor Attention after the Headlines Fade (with Michelle Boggs and Melissa Rutan)
While it's common for donors to rally to support relief efforts during a crisis, how do you sustain their attention — many of whom are first-time donors to your nonprofit — after the media spotlight begins to fade? In today's episode, our panel examines episodic giving and how organizations like American Red Cross and Classy keep donors engaged beyond that initial rapid response connection. 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 Melissa Rutan is the Senior Associate Consumer Marketing and Fundraising at American Red Cross. She's passionate about connecting people to causes and empowering them to be agents of change. Over the last 10 years, Melissa has strived to create ways financial donors can meaningfully support nonprofits through integrated back-end processes and special events. Melissa joined the American Red Cross in 2017 and is currently focused on driving monthly donor strategy, building upon one of the most valuable donor segments. Michelle Boggs, MBA, CFRE, is the Executive Nonprofit Industry Advisor of Classy, the nonprofit affiliate of GoFundMe. She helps nonprofit organizations maximize fundraising efforts through analyzing industry data, examining market messaging and donor-relationship building. She’s also a San Francisco Business Journal 40 Under 40 (Class of 2020) and 7 year+ member of the Association of Fundraising Professionals. Prior to Classy, she worked at the Leukemia and Lymphoma Society, founded Chief, a network of women leaders, and contracted with Accordant to help advance purpose-driven partnerships. 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. 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.
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How to Make Your Next Board Meeting More Productive (with Nate Rhoton and Rick McCartney)
04/17/2023
How to Make Your Next Board Meeting More Productive (with Nate Rhoton and Rick McCartney)
When board meetings run too long and feel unproductive, board members get discouraged and the nonprofit suffers. Causes can range from ineffective leadership to poor planning to a general lack of organization and follow-through. In today's episode, our panel discusses specific suggestions to address these challenges and help make your next board meeting more productive, collaborative, and engaging. 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 Nate Rhoton serves as the CEO for one-n-ten, an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. Rick McCartney, President and CEO of InMedia, a national tech-media company is no stranger to nonprofit board service. He serves as Chairman of the board at one-n-ten, an organization that takes LGBTQ youth off the streets. He serves as Vice Chair of the Thrive Services Group Board, an organization dedicated to eradicating poverty through impactful business dealings. He is a member of Greater Phoenix Leadership, past Chairman of the Board of the Children’s Museum of Phoenix, and a member of the Kellenberger + Tollefson LGBTQ Center at the Arizona Community Foundation where he raises money to grant to LGBTQ groups demonstrating great change. He serves as an Advisory Board Director of the Phoenix Film Foundation. McCartney is past chairman of the Maricopa Workforce Connections Board where he worked to create job opportunities for both the disadvantaged and unemployed. His other work includes mentoring two youths through New Pathways for Youth and raising money for nonprofits nationally that work with children, education and youth at risk. 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. 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.
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Building and Engaging a High-Performing Board (with Nate Rhoton and Rick McCartney)
04/03/2023
Building and Engaging a High-Performing Board (with Nate Rhoton and Rick McCartney)
A good board of directors is essential to the health and success of any nonprofit organization. By contributing their talent and experience, raising funds, and providing guidance and oversight, the best board members ensure the nonprofit's mission gets carried out effectively and efficiently. In today's episode, our panel discusses strategies for finding good board members and keeping them engaged for the duration of their service. 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 Nate Rhoton serves as the CEO for one-n-ten, an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. Rick McCartney, President and CEO of InMedia, a national tech-media company is no stranger to nonprofit board service. He serves as Chairman of the board at one-n-ten, an organization that takes LGBTQ youth off the streets. He serves as Vice Chair of the Thrive Services Group Board, an organization dedicated to eradicating poverty through impactful business dealings. He is a member of Greater Phoenix Leadership, past Chairman of the Board of the Children’s Museum of Phoenix, and a member of the Kellenberger + Tollefson LGBTQ Center at the Arizona Community Foundation where he raises money to grant to LGBTQ groups demonstrating great change. He serves as an Advisory Board Director of the Phoenix Film Foundation. McCartney is past chairman of the Maricopa Workforce Connections Board where he worked to create job opportunities for both the disadvantaged and unemployed. His other work includes mentoring two youths through New Pathways for Youth and raising money for nonprofits nationally that work with children, education and youth at risk. 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. 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.
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Peer-to-Peer Fundraising: Getting Started the Smart Way (with Sarah Murry and Sadé Dozan)
03/20/2023
Peer-to-Peer Fundraising: Getting Started the Smart Way (with Sarah Murry and Sadé Dozan)
Getting started in peer-to-peer fundraising can be challenging for some nonprofits. But with careful planning, you can launch a P2P campaign that engages donors and increases fundraising revenue. In today's episode, our panel discusses how to start a P2P program from scratch, mistakes and opportunities to watch for, best practices for P2P, and more. 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 Sadé Dozan is the Chief of Operations and Development at , a national campaign of family caregivers, care workers, people with disabilities, and aging adults working to transform care. Through her decade-long career in organization resource-building and nonprofit development, she has worked to secure funds for inter-generational campaigns, health and community initiatives, as well as economic development pipelines. She brings with her a wealth of project management experience, institutional and donor relations, and fundraising systems development. Sarah Murry is a Digital Fundraising Consultant based in Atlanta, GA with more than 15 years of fundraising experience managing multi-million dollar campaigns, generating brand awareness, increasing digital revenue for organizations of all sizes, and developing high-performing teams. Sarah has worked for organizations such as Shriners Hospitals for Children, Autism Speaks, American Cancer Society, and BayCare Health System. She holds a Master of Nonprofit Management (MNM) and brings extensive experience in event and relationship management, P2P activation, cross-channel collaboration, major gift fundraising, solicitation of corporate partnerships, and advocating for children and families. 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. 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.
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