Attracting New Donors with Mark Ottoni-Wilhelm, Ph.D.
March 11 | 0:18:32
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Mark Ottoni-Wilhelm, Ph.D., professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy, who discusses the pressing issue of declining charitable giving in the United States, especially among younger demographics.
The episode covers an experiment researchers conducted using fundraising materials from a nonprofit organization to measure the effectiveness of different messaging strategies in attracting new donors and retaining existing ones. The experiment compared the impact of two main messaging strategies: a video showcasing the nonprofit's work and an email describing the hardships faced by its clients.
Results revealed that the video message was significantly more effective in increasing donor connections, particularly among women, while the email's impact was negligible. Importantly, the study highlights the need for fundraisers to be mindful of unintentionally evoking negative feelings in their messaging, as this can undermine effectiveness. By understanding the emotional and moral responses of donors, fundraisers can design more impactful and engaging campaigns.
Overall, the podcast underscores the importance of innovative approaches to donor engagement in the face of changing trends in charitable giving. By leveraging research-based insights and understanding donor behavior, fundraisers can adapt their strategies to effectively attract and retain donors, ultimately advancing the missions of nonprofit organizations in a challenging landscape.
Higher Fundraising by Developing Community with Katrina VanHuss
March 4 | 0:19:20
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Katrina VanHuss, Founder and Partner at Turnkey. Katrina highlights the critical shift away from transactional donor interactions towards fostering genuine connections among donors themselves, emphasizing the need to move beyond one-way communication models.
The conversation underscores the common oversight in nonprofit strategies, where considerable resources are invested in communicating with donors but little attention is given to enabling donors to engage with each other. Katrina explains the profound impact of community-building efforts, which not only deepen donor engagement but also foster trust and loyalty towards the organization and its mission. Drawing on examples like Relay for Life, the episode illustrates how nurturing a sense of community among donors can lead to significant fundraising success and provide invaluable support to individuals facing personal challenges.
The episode advocates for a strategic shift in fundraising practices, urging fundraisers to integrate community-building initiatives into their strategic plans. By understanding the operational dynamics of building donor communities and recognizing the tangible benefits it brings to both donors and the organization, fundraisers can enhance their effectiveness and achieve sustainable fundraising goals.
The Deplorable State of Donor Retention with Jay Love
February 26 | 0:18:15
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Jay Love, Co-Founder and current Chief Relationship Officer of Bloomerang. Jay emphasizes the necessity of prioritizing donor stewardship to improve retention rates. He suggests personalized approaches such as handwritten thank-you notes and phone calls, as well as involving board members in expressing gratitude to donors. Additionally, Jay stresses the significance of recognizing donors of all gift sizes, as major donors, although constituting a small percentage, provide the majority of funds. By implementing comprehensive stewardship strategies, organizations can build stronger relationships with donors and mitigate donor fatigue.
The episode highlights the nonprofit sector's deplorable state with an average retention rate of only 43-44%, significantly lower than what is required for commercial businesses to thrive. This discrepancy is attributed to various factors, including high turnover rates among fundraising professionals and a lack of expertise in donor nurturing among board members. Despite the immense importance of retaining donors, many organizations find themselves on a constant treadmill of seeking new donors rather than fostering relationships with existing ones.
The episode underscores the importance of treating donors as valued members of the nonprofit's family and acknowledges the need for consistent communication and recognition. Strategies such as segmenting donors and maintaining a communication plan are recommended to ensure that donors feel appreciated and engaged with the organization's mission. Ultimately, fostering a culture of gratitude and stewardship can lead to higher donor retention rates and sustained support for the nonprofit's initiatives.
What are Donors Thinking with Erinn Andrews
February 19 | 0:17:38
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Erinn Andrews, the founder and CEO of GiveTeam, a consulting firm specializing in philanthropic advising. Andrews identifies a crucial gap in the philanthropic advising profession, particularly in supporting donors in the top 2 to 10% bracket. While much attention is given to the top 1% of donors, those in the slightly lower bracket often lack tailored support despite their significant contributions. Recognizing this opportunity, Andrews established GiveTeam to cater to the needs of this segment and unlock their hidden generosity.
Andrews explains GiveTeam's advising model, which focuses on guiding donors through a reflective process to develop a charitable mission statement aligned with their values. Additionally, the team assists in structuring financial strategies and presents nonprofit options based on donors' priorities. By addressing the challenges donors face in strategic giving, GiveTeam aims to empower them to make more informed and impactful philanthropic decisions.
The discussion emphasizes the importance of ongoing engagement and stewardship post-donation. Andrews underscores the need for nonprofits to maintain regular communication with donors, providing updates on how their contributions are making a difference. This approach not only fosters stronger donor relationships but also encourages continued support and potentially increased giving over time. Through thoughtful reflection, personalized advising, and effective stewardship, GiveTeam seeks to maximize the philanthropic impact of donors in the top 2 to 10% bracket.
Fundraising Campaigns: For the Right Reason with Gene Tempel, Ed.D.
February 12 | 0:23:02
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Gene Tempel, Ed.D. to discuss the foundational aspects that drive the success of nonprofit fundraising efforts. Central to the discussion is the concept of the "case for support," which underscores the necessity for nonprofits to articulate a clear and compelling rationale for their fundraising initiatives. This rationale is not just a narrative but a strategic alignment of the organization's mission with societal needs, serving as the cornerstone for both annual and capital campaigns. The emphasis is on the importance of this case for support, especially in capital campaigns, where the urgency and scope of fundraising are magnified to meet specific organizational expansions, such as new facilities or equipment, which directly address pressing societal needs.
The conversation broadens the understanding of capital campaigns, challenging the notion that they are exclusive to large entities like universities or hospitals. It is argued that capital campaigns are a viable strategy for nonprofits of all sizes, including local theaters and homeless shelters, all of which may require significant resources to expand their services or infrastructure. This inclusivity highlights the versatility of capital campaigns as a tool for organizational growth across the nonprofit sector. The dialogue underscores the importance of strategic vision in these endeavors, positing that a forward-looking perspective, one that promises an improvement over the present state, is critical in mobilizing donor support and achieving the campaign's objectives.
The podcast also addresses common pitfalls and misguided motivations that can derail fundraising campaigns, such as initiating a campaign based on envy or a perceived need to match the efforts of others without a solid case for support. Such motivations risk the credibility and effectiveness of the campaign, underscoring the need for a well-founded rationale rooted in the organization's mission and societal contributions. Moreover, the episode illuminates the broader impacts of successful campaigns, beyond financial achievements, highlighting how they can energize stakeholders, enhance the public image of the nonprofit, and lay a solid foundation for future growth and impact. This comprehensive discussion offers valuable insights into the strategic planning and execution of fundraising campaigns, emphasizing their critical role in enabling nonprofits to fulfill their missions and address societal needs effectively.
Fundraising When Leadership Changes with Gasby Brown
February 5 | 0:16:59
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Gasby Brown. They explore the critical topic of succession planning in the realm of fundraising. The discussion centers on the challenges organizations face when key leaders, such as the chief executive officer or chief development officer, depart, leaving behind important donor relationships. The central theme is how to ensure a smooth transition and maintain fundraising efforts during leadership changes.
Gasby Brown emphasizes that succession planning should be a proactive and strategic process, not a reactive replacement of leaders. It involves identifying and nurturing potential leaders from within the organization, ensuring a strong bench of capable individuals who can step up when needed. Brown also stresses the importance of ethical practices, emphasizing that donors support the mission of the organization, not individual leaders. She recommends sharing donor information with the team and introducing them to donors during the transition to foster a sense of team spirit.
Inclusive leadership, where leaders involve their teams in decision-making and empower others, is highlighted as a key element in ensuring the organization's continuity and strength after a leader departs. The podcast underscores the ethical responsibility of leaders to develop successors and to focus on the greater mission of fundraising and philanthropy. Overall, it provides valuable insights into the importance of succession planning and maintaining donor relationships during leadership transitions in the nonprofit sector.
Hispanics and Philanthropy with Hilda Vega
January 29 | 0:15:57
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Hilda Vega, Deputy Vice President, Philanthropic Practice. The organization, celebrating its 40th anniversary, commissioned a significant study through the Indiana University Lilly Family School of Philanthropy. The study, titled "Latinx Philanthropy: Understanding Generosity Trends Across Latinx Communities in the United States," aimed to refresh and deepen the understanding of Latino donors' roles in philanthropy. This comprehensive study was designed to answer frequent questions about the philanthropic behaviors and challenges of Latinx communities and to contribute to the broader understanding of philanthropy's diversity and evolution.
The study brought to light several critical findings about Latinx philanthropy. It revealed that Latinx donors, like donors across the U.S., often give based on their values, family connections, and community needs. The research provided a unique blend of quantitative data and qualitative insights from focus groups, highlighting long-term trends in Latinx giving. Interestingly, it showed that Latinx giving mirrors broader U.S. trends, with a strong emphasis on family and community investment. However, the study also pointed out challenges, such as a decline in institutional trust and economic changes post-pandemic. Notably, the role of peer-to-peer giving, mutual aid, and remittances were underscored as significant aspects of Latinx philanthropy, with remittances playing a vital role in supporting entire communities in the donors' countries of origin.
The episode also looked into the implications of these findings for fundraisers and the importance of inclusivity in philanthropic efforts. As the Latinx population continues to grow and diversify within the U.S., understanding these trends is crucial for fundraisers, particularly those from different ethnic backgrounds. The study highlights the necessity for fundraisers to build genuine relationships with donors, understand their interests, and include Latinx communities in their efforts. The research indicates that as Latinx individuals establish themselves longer in the U.S., their capacity to donate increases. This generational and residency duration factor is essential for understanding donor behavior. The episode concludes with a call for more inclusive fundraising practices that recognize the unique and evolving role of Latinx donors in philanthropy.
Storytelling for Diverse Fundraising with Nikole Collins-Puri
January 22 | 0:21:26
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Nikole Collins-Puri, former CEO and current adviser to Techbridge Girls, to discuss the pivotal role of storytelling in the realm of fundraising. Nikole, recognized as a leader in the philanthropic sector, provides insight into Techbridge Girls, a nonprofit with a 25-year history, dedicated to empowering black and brown girls in STEM education. The episode emphasizes while facts and numbers have their place in conveying impact, storytelling is equally vital for advancing an organization's mission, amplifying its message, and securing the resources needed to bring about societal transformation.
Nikole elaborates on Techbridge Girls' deliberate approach to collecting and organizing stories in a systematic "story bank" that includes categorization with keywords. This enables them to retrieve and share compelling stories tailored to different audiences, including donors, partners, and educators, to reinforce specific messages and goals. The organization's strategy involves training its entire staff to contribute to the story bank, ensuring that stories are gathered from various sources and channels. The podcast sheds light on the pragmatic use of Dropbox for this purpose, dispelling the notion that sophisticated, expensive tools are necessary for effective storytelling in nonprofits.
Nikole highlights an equity issue in the nonprofit sector, emphasizing that stories hold cultural significance and offer a more inclusive perspective on impact, particularly in communities of color. She advocates for a broader recognition of storytelling alongside quantitative data as a valid and meaningful way to measure impact. Her advice to nonprofits seeking to establish their own story bank is refreshingly straightforward: don't overthink it; stories are everywhere, and it's crucial to capture them in whatever way possible to share the transformative work being done.
This podcast episode not only underscores the importance of storytelling in fundraising but also provides practical insights on how nonprofits can implement a storytelling strategy to advance their missions and foster engagement with their supporters.
KPIs and other Measurement Metrics for Fundraisers with Muhi Khwaja, MPA, CFRE, CFRM
January 15 | 0:13:12
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Muhi Khwaja, MPA, CFRE, CFRM, co-founder of the American Muslim Community Foundation (AMCF), discusses the organization's role and growth since its inception in 2017. With over $8.6 million in assets, AMCF operates numerous donor-advised funds and endowments, serving as a pivotal national platform for supporting the Muslim community in the United States. The Foundation's unique approach integrates Islamic charitable practices, like zakat, with modern philanthropy, thereby aligning donors' faith with their philanthropic endeavors.
The episode emphasizes the crucial role of Key Performance Indicators (KPIs) in assessing and enhancing fundraising effectiveness. KPIs serve as vital tools for predicting future performance and evaluating past results. Specific metrics like year-over-year donor retention are highlighted, showcasing their importance in setting accurate and informed fundraising goals. The conversation underscores the necessity for organizations to strike a balance between tracking these metrics and maintaining strong, personal donor relationships, a challenge that is often faced in the nonprofit sector.
Addressing nonprofits at various stages of development, the episode provides practical guidance on setting up systems to track KPIs. For organizations with adequate resources, investing in Customer Relationship Management (CRM) systems is recommended to efficiently manage donor data and fundraising activities. For those with limited budgets, simpler methods such as Excel spreadsheets are suggested. The key is to focus on essential metrics like cost per dollar raised and fundraising return on investment, ensuring a strategic and data-driven approach to donor management and fundraising activities.
Fundraising for the New Year with Bill Stanczykiewicz, Ed.D.
January 8 | 0:11:23
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., shares his thoughts on fundraising prospects for 2024. He begins by reflecting on the resilience of the United States' economy in 2023, despite earlier fears of a recession. This robust economic performance bodes well for fundraising efforts in the upcoming year, as it suggests that potential donors may have more disposable income to contribute.
Stanczykiewicz also discusses factors like inflation and consumer spending, highlighting that inflation rates have been steadily decreasing, relieving some of the pressure on charitable giving. Furthermore, he points out the strength in consumer spending, as demonstrated by significant increases during events like Cyber Monday. These positive economic indicators collectively paint a promising picture for fundraising organizations aiming to secure donations in 2024.
The podcast episode underscores the importance of donor relationships, emphasizing that fostering and maintaining strong connections with supporters is crucial for successful fundraising. To this end, the fundraising school is adding more curriculum on donor stewardship to reinforce this key principle. Additionally, Stanczykiewicz touches on the role of artificial intelligence (AI) in fundraising, as it continues to evolve rapidly, helping automate various operational tasks and allowing fundraisers more time to engage with donors. Lastly, the episode highlights the historical trend that charitable giving tends to increase during presidential election years, dispelling concerns that political campaign donations might negatively impact charitable contributions.
Listeners can benefit from Stanczykiewicz's deep insights into the economic landscape and its implications for fundraising in 2024, along with valuable advice on maintaining strong donor relationships and leveraging AI for more efficient fundraising efforts.
Fundraising During Challenging Times (first aired January 9, 2023) with Elizabeth A.M. Searing, Ph.D., CNP
January 1 | 0:15:17
Dr. Elizabeth Searing discusses the importance of communication during challenging times for nonprofit organizations. She emphasizes the need for leaders to be transparent and honest with staff, board members, and donors about the organization’s financial situation and the steps being taken to address it. This includes being clear about the organization’s priorities and the potential impact on programs and services. In addition, Searing suggests that leaders should be proactive in reaching out to key stakeholders and creating opportunities for feedback and input. By engaging in open and honest communication, nonprofit leaders can build trust and foster collaboration during challenging times.
Social Media Fundraising (first aired August 21, 2023) with Floyd Jones
December 25 | 0:12:30
In this episode of the First Day Podcast, join Bill Stanczykiewicz, Ed.D. as we dive deep into the realm of social media fundraising with our guest Floyd Jones, the Community & Partnerships Lead at GiveButter.
Are you a nonprofit leader seeking innovative ways to supercharge your fundraising efforts? Look no further. Floyd’s expertise shines as he unveils powerful strategies that redefine the art of raising funds in the digital age.
From the secrets of peer-to-peer fundraising, where the community becomes your fundraising powerhouse, to the “four S’s of success” framework that unlocks campaign excellence, Floyd shares a wealth of knowledge that transcends traditional fundraising norms.
Uncover the potential of mobilizing supporters to amplify your cause. Floyd discusses the dynamics of building a passionate community of fundraisers who drive exponential growth. His insights are a roadmap to bridging the gap between traditional fundraising and the digital age, ensuring your organization thrives and transforms lives in ways you never thought possible.
Fundraising Wisdom with Mark Wilhelm, Ph.D.
December 18 | 0:23:02
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Mark Wilhelm, Ph.D., professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy, to distill over two decades of research into the world of philanthropy and fundraising. The discussion centers on the multifaceted motives that drive individuals to contribute to charitable causes. Mark identifies two primary categories of motives: collective motives, where people engage in philanthropy to create a collective product for the greater good, and private benefit motives, which encompass personal feelings of duty, satisfaction, or self-improvement. This categorization underscores the importance of recognizing the unique motivations of donors.
The conversation looks at the dynamic nature of charitable giving, challenging the notion of a static donor base. Mark emphasizes that donor behaviors can change over time, and fundraisers should focus on transitioning occasional donors into regular contributors. He likens fundraising to a dynamic motion picture, urging fundraisers to adapt to evolving donor motives and behaviors.
To effectively engage donors, the podcast suggests a personalized approach. Rather than crafting generic messages that attempt to address all possible motivations, fundraisers are encouraged to tailor their appeals to align with individual donor motives. This nuanced understanding of donors can lead to more effective and resonant fundraising efforts. Fundraisers are reminded that their work requires discernment and leadership in navigating the complexity of donor motivations.
Stories of Faith and Generosity with Elizabeth Lynn, Ph.D.
December 11 | 0:15:27
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Elizabeth Lynn, the Project Director for the Lake Institute on Faith and Giving at Indiana University's Lilly Family School of Philanthropy. The discussion centers on the dynamic relationship between faith and philanthropy. The Lake Institute's primary focus is to explore how faith commitments and values inform charitable giving and how these patterns of giving shape both faith communities and broader societal actions.
Elizabeth explains the Lake Institute conducts research, supports other organizations in their research efforts, and offers educational programs aimed at helping leaders engage their constituents in faithful giving and generosity. They recognize the evolving nature of faith and giving, with many religious institutions rethinking how they utilize their resources, including property and endowments. To address this, they have launched the "Story Shelf," an online resource library containing stories of faith communities reimagining their resources, forging new partnerships, and engaging in creative acts of generosity. These stories serve as inspirational tools for religious leaders to spark imagination and foster discussions on how they can align their resources with their values.
The podcast also touches on various stories available on the Story Shelf, such as a Lutheran congregation in Washington, D.C., partnering with a Jewish congregation to share their space and an Episcopal Church in Cincinnati using part of its endowment to support local social entrepreneurs. These real-life examples showcase how faith communities are adapting to changing circumstances and aligning their resources with their values. The Lake Institute's Story Shelf is a valuable resource for religious congregations and organizations seeking inspiration and new approaches to philanthropy and generosity.
To access these stories and learn more about the Lake Institute's work, you can visit their website.
Philanthropy and Climate Change with Shivant Shrestha
December 4 | 0:11:22
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Shivant Shrestha, a research associate at the Indiana University Lilly Family School of Philanthropy. The episode looks at a study aimed at mapping nonprofit spending on climate change in the United States. This research seeks to understand the amount of money U.S.-based nonprofits are allocating towards climate change initiatives, dividing these efforts into two primary categories: mitigation, which focuses on preventing the impacts of climate change, and adaptation, which involves adapting to its effects. The primary purpose of the study is to establish a baseline for understanding which efforts receive the most attention and funding, aiding fundraisers, funders, and policymakers in directing resources effectively.
The methodology of the study involved a survey of 130 U.S. nonprofit organizations of various sizes and budgets, ranging from under $500,000 to over $20 million. These organizations were selected to represent a broader spectrum of about 3,200 U.S.-based nonprofits partly or wholly involved in climate change or environmental work. The survey data was weighted against this larger sample to ensure representativeness. The sample included not only environmental nonprofits but also organizations from other sectors like education and arts, which have programs related to the environment or climate change. This comprehensive approach underscores the interconnected nature of different sectors in addressing climate issues.
The study's findings reveal significant insights into nonprofit spending on climate change. It estimates that U.S. nonprofit organizations spend between $7.8 and $9.2 billion annually on climate change-related programs and activities, with philanthropic sources contributing approximately 88% of this funding. The breakdown of climate expenditure shows that about 49% is spent on mitigation activities, 14% on adaptation, and 15% regranted to other organizations. An interesting aspect highlighted is the reliance of the climate change sector on philanthropic funding, which is significantly higher than in other sectors of U.S. nonprofits. Additionally, the study identified a funding gap in certain tactics, with policy-based approaches being the most utilized yet also the most in need of additional funding. This comprehensive analysis provides a valuable baseline for understanding and enhancing philanthropic efforts in combating climate change.
Business Sector Fundraising with Dwight F. Burlingame, Ph.D.
Featuring Chapter 38 from Achieving Excellence in Fundraising, Fifth Edition.
November 27 | 0:19:37
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Dr. Dwight Burlingame, Professor Emeritus of Philanthropic Studies and Glenn Family Chair in Philanthropy at Indiana University Lilly Family School of Philanthropy. Dr. Burlingame, recognized as a pioneer in this field, co-authored Chapter 39 of "Achieving Excellence in Fundraising," which covers the nuances and strategies of business sector fundraising. This episode provided a comprehensive overview, illuminating the historical context, theoretical frameworks, and practical applications of corporate giving to nonprofit organizations.
Historically, corporate giving has evolved significantly, influenced by various models that Dr. Burlingame and his peers have identified through extensive research since 1996. Four primary models were highlighted: corporate responsibility, ethical and altruistic, political, and stakeholder. The corporate responsibility model underscores a company's societal obligations, linking its community contributions to its core mission of profitability. The ethical and altruistic model debates the true nature of altruism in corporate giving, focusing on community well-being. The political model explores corporate giving as a means to gain political advantage, either internally within the company or externally. Lastly, the stakeholder model, which has gained popularity over the last three decades, emphasizes the importance of considering all stakeholders of a company, including customers, vendors, and employees, and how these relationships intertwine with the company's overall business strategy.
The discussion also ventured into the practical realm, addressing how nonprofits can effectively approach and engage with the business sector for fundraising. Emphasizing the alignment of nonprofit missions with corporate philanthropic values, the podcast underlined the importance of developing a strategic fundraising plan that caters specifically to the business sector. This involves understanding the historical and current philanthropic activities of companies and identifying common points of contact, such as shared vendors or board members. The episode concluded with the notion that understanding and aligning with the various philanthropic motivations of businesses can greatly enhance the effectiveness of fundraising efforts in the nonprofit sector.
Donors of Color: The Next Chapter with Una Osili, Ph.D. and Sitashma Thapa
November 20 | 0:12:44
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Una Osili, Ph.D and Sitashma Thapa to dive into a groundbreaking research study focusing on charitable giving trends by race and ethnicity. They discuss the research findings, revealing that economic downturns have affected donors of all backgrounds, leading to declining rates of giving. Particularly, the Great Recession had a lasting impact on donors of color, taking them longer to recover. This highlights the importance of understanding how economic shocks affect philanthropy and the need for discussions around wealth-building, financial literacy, and economic resilience.
The study examines charitable giving among five racial and ethnic groups: Caucasian, Black, Hispanic, Asian, and Native Indian. It unveils a significant decline in household giving among all these demographics, both before and after the Great Recession. The podcast emphasizes that philanthropy is not a one-size-fits-all approach and highlights the often-overlooked informal forms of philanthropy, such as private transfers, giving circles, and Mutual Aid, which play a crucial role in communities of color's generosity.
Furthermore, the podcast underscores the importance of diversifying donor databases for nonprofit organizations. It urges fundraisers to reach out to a more diverse pool of donors and engage with them authentically, respecting their preferences and motivations for giving. The podcast concludes by highlighting a successful case study, the Smithsonian African-American Museum, which engaged donors from various backgrounds, showcasing the potential for organizations to build meaningful partnerships and exceed their fundraising goals. The research study and podcast offer valuable insights for nonprofits navigating the evolving landscape of philanthropy in a diverse and changing America.
Fundraising Update - 1st Quarter 2023 with Ben Miller
November 13 | 0:13:33
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Ben Miller, Senior Vice President of Data Science and Analytics at Bonterra. The duo discuss the latest trends in charitable giving for the first quarter of 2023, providing valuable insights for nonprofit professionals. Miller explains the role of the Fundraising Effectiveness Project, which, in collaboration with AFP and GivingTuesday, analyzes anonymized data from over 20,000 organizations to understand donor behavior. The discussion highlights the project's methodology, focusing on its unique approach to data collection that excludes large medical and educational institutions, thereby offering a more representative analysis of trends in the broader nonprofit sector.
Miller reveals a concerning decline in both the number of donors and the total amount of donations, contextualizing these figures against the significant increases seen during the COVID-19 pandemic and social justice movements of the past years. They discuss long-term trends observed since 2012, which indicate a shift towards fewer donors contributing larger amounts, likely influenced by socio-economic factors and changes in societal engagement. The episode emphasizes the importance of understanding these trends and adapting fundraising strategies accordingly, to ensure inclusive and effective philanthropy across all sectors of society. The podcast concludes by highlighting the need for further research and data analysis to navigate the evolving landscape of charitable giving.
Overview of Grantmaking Foundations with Pat Danahey Janin, Ph.D. and Angela Logan, Ph.D.
Featuring Chapter 38 from Achieving Excellence in Fundraising, Fifth Edition.
November 6 | 0:17:19
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Pat Danahey Janin, Ph.D. and Angela Logan, Ph.D. as they discuss the intricacies of fundraising and foundation engagement. Learn why foundations should be a part of your nonprofit’s fundraising strategy but not the sole focus, as the hosts emphasize the importance of diversifying your funding sources.
Gain valuable insights into the different types of foundations, including private, family, and community foundations, and discover how each has a unique role in the grantmaking landscape. Understand the various approaches that foundations take when making grants, from setting agendas to supporting existing initiatives and strengthening communities.
This episode also provides practical tips on conducting thorough research, following foundation guidelines, and building meaningful relationships with foundation staff. Explore the nuances of foundation fundraising and unlock new opportunities for your nonprofit. Tune in now to sharpen your fundraising skills and navigate the complex world of grantmaking foundations with confidence.
Charitable Giving by Affluent Households Report with Una Osili, Ph.D. and Jon Bergdoll
October 30 | 0:16:11
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Una Osili, Ph.D. and Jon Bergdoll from the Indiana University Lilly Family School of Philanthropy, to dissect the findings from the Bank of America Philanthropy Study. Explore how affluent donors are sustaining high rates of giving, the recovery in volunteering post-pandemic, and the notable role of women in philanthropic decision-making. Discover how younger donors are broadening the philanthropic landscape and the diverse donation vehicles affluent households are leveraging.
This episode offers invaluable insights and operational strategies for fundraisers eager to engage with affluent donors effectively. Dive into an enlightening discussion on the recent trends in charitable giving among affluent households in our latest podcast episode.
Proven Practices in Women’s Philanthropy with Kathleen Loehr
October 23 | 0:15:57
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Kathleen Loehr, a leading fundraising consultant, to explore the proven practices that empower fundraisers to tap into the incredible potential of women donors. Kathleen shares her deep passion for women’s philanthropy and reveals fascinating insights from the Women's Philanthropy Institute at Indiana University’s Lilly Family School of Philanthropy.
Discover the key takeaways from years of research, including how gender differences profoundly influence motivation, behavior, and charitable decision-making. Did you know that women now make or influence a staggering 75% of household philanthropic decisions?
Kathleen introduces the game-changing “Proven Practices” website, a treasure trove of resources designed to equip fundraisers with the knowledge and tools to engage women donors effectively. Explore the user-friendly assessment tool to gauge your organization’s readiness to attract women donors.
Discover the six principles outlined on the website, offering a clear roadmap for success:
- Start with finding insights.
- Seek input from women donors.
- Design for broad support and sustainability.
- Involve leadership.
- Don’t wait for perfection; start and evolve.
- Embrace cultural change by including historically underrepresented groups.
Kathleen’s inspiring stories of success demonstrate how intentional engagement with women donors leads to increased support, community involvement, and broader impact.
Donor-Advised Fund (DAF) Basics with Danielle Vance-McMullen, Ph.D., and Dan Heist, Ph.D.
October 16 | 0:16:06
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by experts Danielle Vance-McMullen, Ph.D. and Dan Heist, Ph.D. as they look into the world of Donor Advised Funds (DAFs). They explore the fundamentals of DAFs, offering a comprehensive guide for fundraisers looking to tap into this unique giving vehicle.
Discover what a Donor Advised Fund truly is and how it functions as a charitable checking account hosted by organizations like Community Foundations or Fidelity Charitable. Learn how donors can contribute, receive immediate tax deductions, and make strategic gifts to nonprofits over time.
Explore the diverse landscape of DAF donors, debunking the myth that they are exclusively ultra-wealthy individuals. Find out how to engage with DAF donors, recognize them among your existing supporters, and cultivate meaningful relationships.
Unlock the nuances of acknowledgment and stewardship when receiving DAF gifts. Understand the importance of thanking DAF donors and the unique considerations around tax implications.
This podcast equips fundraisers with actionable strategies for navigating the world of Donor Advised Funds, ensuring they maximize their fundraising potential. Whether you’re a nonprofit professional or a curious donor, this episode provides valuable insights into the evolving philanthropic landscape.
Coaching Your Fundraising Team with Rashad Zakee Nelms
October 8 | 0:19:08
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Rashad Zakee Nelms, Associate Vice President for Strategy and Innovation at Indiana University, as he shares his profound insights on the coaching mindset in leadership, especially within the realm of fundraising.
Rashad’s remarkable background spans 18 years of service with the United Nations World Food Program, where he worked in challenging locations across the globe, ensuring food resources reached those in need. In this enlightening discussion, Rashad delves into the coaching mindset, unveiling three key principles that can transform leadership in times of change.
Discover the power of:
- Crafting emotionally compelling narratives to drive decision-making beyond mere facts and figures.
- Sharing power with your team, empowering them to contribute innovative ideas and strategies.
- Establishing accountability through clear performance metrics and timelines, fostering a culture of excellence.
- The profound connection between leadership and philanthropy, emphasizing the importance of donor-centric approaches and the art of listening to donors’ unique needs and aspirations.
Whether you’re a seasoned leader or an aspiring one, this episode offers a wealth of knowledge and actionable insights that can elevate your leadership skills and help you steer your fundraising team towards greater success.
The Disappearing Donor with Susan Madon, MBA, CFRE
October 1 | 0:15:01
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Susan Madon, MBA, CFRE, a seasoned fundraiser and the author of “The Disappearing Donor.” Susan shares her unconventional approach to teaching fundraising through her suspenseful novel, offering invaluable insights into planning, leadership, and adaptability in the nonprofit sector. Discover the art of inferring fundraising lessons while exploring the intriguing plot set in a quirky Museum of Vegetable Culture, where theft sets the stage for mystery and fundraising challenges.
Whether you’re a fundraising professional or simply curious about the world of nonprofit fundraising, this episode promises a delightful blend of storytelling and practical expertise that you won’t want to miss.
Planned Giving Principles with Russell James III, Ph.D., J.D., CFP®
September 25 | 0:18:01
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by renowned guest Russell James III, Ph.D., J.D., CFP®, an authority on planned gift fundraising. Together, they explore the world of planned giving principles, offering valuable insights for nonprofits and fundraisers alike.
Russell, the author of Chapter 36 in Achieving Excellence in Fundraising, 5th Edition, shares his journey from law school to becoming a leading expert in planned giving. The conversation highlights the transformative potential of planned giving, challenging misconceptions and emphasizing its role in wealth sharing. Discover practical strategies for identifying prospective planned gift donors, initiating positive conversations, and integrating planned giving into your nonprofit’s fundraising plan. Learn how planned giving can lead to remarkable long-term fundraising growth, revolutionizing your organization’s ability to make a lasting impact.
Digital Fundraising Around the World with Shivant Shrestha
September 18 | 0:14:03
In this informative episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., explores digital fundraising worldwide with our guest, Shivant Shrestha. Shivant discusses the findings of the groundbreaking study titled “Digital for Good,” which explores emerging philanthropic trends across eight diverse countries, including Brazil, China, India, Kenya, Singapore, South Africa, South Korea, and the United Kingdom.
You’ll discover:
- How contactless giving, including mobile and online donations, witnessed significant growth, especially during the COVID-19 pandemic.
- Insights into the state of cryptocurrency giving in different nations, with varying levels of adoption and regulatory factors.
- The rise of donor-advised funds as a popular philanthropic vehicle, with examples from Singapore and the UK.
- The unique landscape of impact investing in different countries, reflecting their economic and social environments.
- The evolving nature of workplace giving, considering the changing work dynamics in the digital age.
Gain valuable insights into the global digital fundraising landscape and learn how these trends can inform your philanthropic efforts, whether you’re a fundraiser in the United States or engaged in cross-cultural fundraising worldwide. Don’t miss this engaging discussion on the future of philanthropy in the digital era.
Giving USA: Keep Calm, Keep Fundraising with Bill Stanczykiewicz, Ed.D.
September 11 | 0:13:32
In the latest episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., unpacks the highlights from the Giving USA 2023 report, recent data on charitable giving, and its implications for your nonprofit’s fundraising strategy.
Bill addresses the anxieties and concerns that have emerged in the philanthropic community due to this report’s headline feature—a decline in charitable giving. This decline, the fourth in 40 years, rings alarm bells, especially when inflation-adjusted numbers show nearly an 11% drop. Bill encourages nonprofits not to view this as a reason to panic but rather an opportunity to reevaluate their strategies.
The episode offers invaluable insights for nonprofit organizations, emphasizing the importance of responsible budgeting practices, maintaining strong fundraising fundamentals, and engaging your board as donors and fundraisers. Bill also underscores the significance of crafting a compelling case for support and nurturing donor relationships.
Fundraising, Diversity, and Leading Up with Tina Nugent
September 4 | 0:13:14
In this episode, host Bill Stanczykiewicz, Ed.D. sits down with Tina Nugent, President of S.I. Events, and engages in a deep conversation about the crucial aspects of fundraising, diversity, and effective leadership. This episode delves into Tina’s diverse background, encompassing experiences in the private, public, and nonprofit sectors. Her journey includes working with the Orlando Magic and the mayor’s office in Orlando, providing her with a unique perspective on the dynamics of successful organizations.
Tina and Bill explore the concept of “leading up,” a critical skill for fundraisers who often don’t occupy the top positions within their organizations. They discuss the nuanced forms of power, emphasizing that expertise, information, and reference power are equally valuable alongside hard power. These types of power empower fundraisers to influence decision-making effectively, even without formal authority.
As a seasoned professional, Tina Nugent’s practical wisdom and experienced perspective provide listeners with invaluable insights into effective fundraising strategies, leadership dynamics, and promoting diversity within the sector. Tune in to gain a deeper understanding of fundraising’s multifaceted landscape and the art of leading up within organizations.
AI and Fundraising with Josh Hirsch, M.S.
August 28 | 0:16:41
In this episode of the First Day Podcast, discover how artificial intelligence (AI) is transforming fundraising in this insightful discussion. Join Bill Stanczykiewicz, Ed.D. as he sits down with Josh Hirsch, M.S., Digital Marketing Manager for The Fund Raising School. Together, they talk about the potential of AI to revolutionize fundraising practices.
Dive into the world of AI and its applications, from generating content efficiently using large language models to predicting donor behavior for major gift fundraising. Learn how AI serves as a valuable ideation tool, acting as a “second brain,” sparking ideas and streamlining the content creation process. By embracing AI, fundraisers can reimagine their strategies while preserving the distinctive voice of their organization.
Social Media Fundraising with Floyd Jones
August 21 | 0:12:30
In this episode of the First Day Podcast, join Bill Stanczykiewicz, Ed.D. as we dive deep into the realm of social media fundraising with our guest Floyd Jones, the Community & Partnerships Lead at GiveButter.
Are you a nonprofit leader seeking innovative ways to supercharge your fundraising efforts? Look no further. Floyd’s expertise shines as he unveils powerful strategies that redefine the art of raising funds in the digital age.
From the secrets of peer-to-peer fundraising, where the community becomes your fundraising powerhouse, to the “four S’s of success” framework that unlocks campaign excellence, Floyd shares a wealth of knowledge that transcends traditional fundraising norms.
Uncover the potential of mobilizing supporters to amplify your cause. Floyd discusses the dynamics of building a passionate community of fundraisers who drive exponential growth. His insights are a roadmap to bridging the gap between traditional fundraising and the digital age, ensuring your organization thrives and transforms lives in ways you never thought possible.
Connecting Donors to Your Story with Alice Ferris, CFRE, ACFRE
August 14 | 0:15:20
In the most recent episode of the First Day Podcast, Bill Stanczykiewicz, Ed.D. sits down with Alice Ferris, CFRE, ACFRE, the founder of GoalBusters Consulting, and discusses the vital link between storytelling and successful fundraising. The conversation looks at the significance of emotional connections and engagement with donors through effective storytelling. Alice emphasizes the need for tailoring stories based on the audience’s values and motivations, highlighting the importance of understanding donors’ individual characteristics.
Alice underscores the role of emotional intelligence, empathy, and active listening for fundraisers to authentically connect with donors. Different types of stories, including founder stories, purpose stories, customer stories, and bridge stories, are explored as essential tools for fundraising success. She provides valuable insights into the art of crafting compelling narratives that resonate with donors, ultimately promoting meaningful giving.
Ethical Fundraising and Cognitive Impairments with Tony Pomonis and Tara Adams
August 7 | 0:15:53
In this eye-opening episode, join host Bill Stanczykiewicz, Ed.D. and the dynamic duo of fundraising experts, Tony Pomonis and Tara Adams, as they discuss the crucial and often overlooked topic of ethical fundraising with a focus on cognitive impairments.
Tony and Tara, founders of the Cognitive Empowerment Consulting Group, share their personal experiences that led them to specialize in this critical field of fundraising. They recount harrowing encounters with elderly donors showing signs of cognitive impairment and the alarming lack of available resources for fundraisers facing similar situations.
With deep passion and dedication to ethical practices, they emphasize the need for fundraisers to recognize the signs of cognitive impairment and how to approach these delicate scenarios with empathy and respect. Through their engaging conversation, they stress the importance of never making such decisions alone, promoting a team effort that involves key stakeholders and decision-makers.
Join them as they guide listeners through practical steps to identify cognitive impairment, navigate interactions with donors, and make ethical decisions in alignment with their organization’s values. They discuss the significance of stewardship, how to engage family members or power of attorney holders, and the vital role of communication in ensuring the donor’s legacy is honored.
This episode serves as a wake-up call to the fundraising community, reminding us of the noble nature of our profession and the responsibility we carry in upholding ethical standards. Discover how Tony and Tara’s dedication to this cause has resulted in guidelines and best practices for ethical fundraising, offering invaluable insights to fundraisers across the industry.
Growing Fundraising Through Donor Databases with Allison Willner
July 31 | 0:16:37
Drawing insights from the recently published “Philanthropy Pulse Report” by CCS Fundraising, Allison Willner reveals eye-opening findings about the fundraising landscape. Despite revenue growth, donor retention emerged as a significant challenge for many organizations. Discover how investing in staff and optimizing donor databases for relationship building played a pivotal role in boosting donor retention and increasing giving over time.
In this episode of the First Day Podcast, we unravel the importance of a robust plan for leveraging donor databases effectively. Allison emphasizes that the success of these tools lies not just in technology but in the people behind it. Building a strong partnership between back-office database teams and frontline fundraisers is key to harnessing the full potential of data and fostering deeper donor relationships.
As we navigate the ethical issues of data privacy, Allison shares valuable insights on ensuring donor information is handled responsibly and respectfully. Learn how nonprofits can strike a balance between data utilization and privacy, creating a secure and trustworthy environment for both donors and organizations.
Subscription Fundraising with Shivant Shrestha, MA
July 24 | 0:13:48
In this episode, Shivant Shrestha, MA shares insights from a research project focused on new models of donor behavior, specifically subscription-based giving. Discover how nonprofit organizations can engage new donors, cultivate deeper relationships with existing donors, and harness the power of recurring giving. Explore the benefits and challenges of subscription-based giving, drawing inspiration from successful models like Netflix and other streaming platforms.
Shivant’s expertise sheds light on how nonprofits can provide personalized communications, curated content, and enhanced stewardship to subscription donors, fostering trust and long-term engagement. Gain valuable insights into the motivations of subscription donors and the potential impact on nonprofit fundraising efforts.
Campaign Essentials with Aaron Conley, Ed.D.
Featuring Chapter 25 from Achieving Excellence in Fundraising, Fifth Edition.
July 17 | 0:16:39
In this episode, Aaron Conley, Ed.D. explains why the term “campaign” goes beyond capital campaigns and encompasses comprehensive campaigns in various nonprofit organizations. Learn how campaigns not only raise crucial funds but also serve as a catalyst for strategic growth and organizational improvement. Dr. Conley highlights the significance of board engagement and volunteer involvement in driving campaign success. He shares insights into the different phases of a campaign, from the silent phase to the public phase, campaign closing, and the subsequent stewardship and evaluation.
Discover the different types of campaigns, including capital initiatives, endowment campaigns, and even giving days. Dr. Conley emphasizes the importance of strategic planning and campaign readiness before embarking on a fundraising campaign. He introduces the campaign readiness test, a valuable tool for organizations to assess their preparedness.
The Case for Saying No with Alexis Buchanan Thomas
July 10 | 0:15:55
Alexis Buchanan Thomas, representing Black Voters Matter, delves into the importance of saying no in fundraising. Alexis emphasizes the need to remain nonpartisan and true to your organization’s mission, even when faced with substantial gifts that may not align with their values.
She highlights the significance of conducting thorough research, engaging in team discussions, and creating a gift acceptance policy to ensure that the organization’s fundraising efforts are in line with their mission and the communities they serve.
The Invitation to Give with Gen Shaker, Ph.D.
Featuring Chapter 34 from Achieving Excellence in Fundraising, Fifth Edition.
July 3 | 0:20:55
Dr. Gen Shaker, the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy, explores the crucial role of the invitation to give in effective fundraising. The conversation delves into various aspects of donor engagement, emphasizing the significance of understanding donors’ motivations and cultivating genuine connections that go beyond valuing their money.
Dr. Shaker highlights that while some charitable gifts may be given without a formal ask, a significant majority, around 90%, are generated following a request or prompt from an organization. This underscores the vital role fundraisers play in generating gifts that enable the fulfillment of missions. Fundraisers are encouraged to develop a strong sense of self-knowledge, acknowledging their own feelings about money and addressing any anxieties or reservations they may have. By recognizing the value of their role and embracing enthusiasm, fundraisers can approach gift conversations with confidence.
The episode also explores the importance of valuing donors as individuals. Cultivating relationships with donors goes beyond merely valuing their financial contributions. Active empathic listening, treating them fairly, and representing the organization in an authentic manner are emphasized as ways to make donors feel valued for their beliefs, confidence, commitment, and legitimacy, in addition to their monetary support.
Giving USA with Anna Pruitt, Ph.D.
June 26 | 0:18:01
The Fundraising Reader with Pamala Wiepking, Ph.D.
June 19 | 0:12:58
Pamala Wiepking, Ph.D., Stead Family Chair in International Philanthropy; Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, discusses the groundbreaking book “The Fundraising Reader,” which offers a comprehensive and accessible resource on fundraising. Pamala highlights the challenges faced in fundraising education across different countries and cultures, emphasizing the importance of bridging the knowledge gaps. They explore the diverse topics covered in the book, including fundraising techniques, ethics, and the future of fundraising in the digital age. This episode provides valuable insights for fundraisers globally and showcases the significance of “The Fundraising Reader” as a transformative resource.
The Fundraising Reader
Edited by Beth Breeze, Donna Day Lafferty, and Pamala Wiepking
The Fundraising Reader draws together essential literature establishing a one-stop body of knowledge that explains what fundraising is and covers key concepts, principles, and debates. The book shines a light on the experience of being a fundraiser and answers an urgent need to engage with the complexities of a facet of the nonprofit sector that is often neglected or not properly understood.
Why Do Donors Give? with Una Osili, Ph.D.
June 12 | 0:13:23
Una Osili, Ph.D., Associate Dean at the Indiana University Lilly Family School of Philanthropy, discusses research findings from a recent study on how donors make their giving decisions. The study aimed to understand the changes in giving decisions amidst the global pandemic, social justice movement, and economic uncertainty. The study emphasizes the importance of meeting donors where they are, particularly in the digital space, as many donors, especially younger ones, prefer digital giving methods and expect both convenience and frictionless experiences. The episode highlights the generosity of households and the opportunities for fundraisers to connect donors with causes and organizations, acknowledging the high expectations while recognizing donors’ active engagement and desire to make a difference.
LGBTQ Philanthropy with Elizabeth Dale, Ph.D.
June 5 | 0:15:29
Elizabeth J. Dale, Ph.D. discusses the philanthropic behaviors of the LGBTQ+ community, emphasizing that being LGBTQ+ is not the only factor influencing their giving. She advises fundraisers to get to know donors personally and avoid making assumptions about their motivations and interests. Additionally, she dispels the myth that LGBTQ+ donors only give to LGBTQ+ organizations and notes that they support various causes, including advocacy, arts and culture, and health. Finally, she recommends that fundraisers recognize LGBTQ+ donors and keep their data management up-to-date and inclusive.
Fundraising in the Fourth Quarter with Erik Daubert, MBA, ACFRE
May 29 | 0:18:32
Erik Daubert discusses the decline in smaller donors and the continued reliance on major donors in traditional philanthropy, with a decline in donor retention rates and a concerning dependency quotient. He emphasizes the need to focus on new donor acquisition and overall retention, while building good foundational donor bases and annual campaigns. Daubert also highlights the importance of thanking donors personally and sincerely, reporting back on how their donations are being used, and recognizing the value of smaller gifts and donors.
He discusses the potential of small donors to eventually rise into wealth and the opportunity of legacy giving for wealth transformation. While the fourth quarter data is a concern, there are still effective ways to raise funds with an abundance mentality, which can be learned through courses and training offered by organizations such as The Fundraising School.
Major Gift Fundraising with Maarten Bout and James Hodge
Featuring Chapter 33 from Achieving Excellence in Fundraising, Fifth Edition.
May 22 | 0:19:36
Maarten Bout and James Hodge discuss the eight-step process of effective major gift fundraising, emphasizing the importance of a benefactor-centric approach, relationship-building, and understanding the philanthropic behaviors of donors to achieve philanthropic inevitability. They stress the significance of values-based fundraising, building a team around the donor to ideate and explore their passions, and maintaining relationships with donors rather than solely focusing on fundraising goals. By asking the right questions and being a moral trainer for donors, fundraisers can connect benefactors to projects that carry on beyond their lifetime and accomplish something important in the world.
Giving by Generations with Rick Dunham
May 15 | 0:14:27
The Giving by Generations study shows that since 2016, Millennial giving has increased by 40%, with faith-based organizations being the second most important use of their charitable giving after places of worship. Donors are increasingly supporting para-Church or para-religious organizations. While Boomers and Gen X are showing a decline in volunteering, Millennials and Gen Z are the most engaged in charitable and online giving, with direct mail still being their preferred means of engagement. Rick Dunham advises nonprofits to optimize their fundraising methods by focusing on mobile optimization, multi-channel communication, and proper engagement of younger generations to ensure healthy growth in the charitable sector.
High Net Worth Donors with Patrick Rooney, Ph.D.
Featuring Chapter 32 from Achieving Excellence in Fundraising, Fifth Edition.
May 8 | 0:12:19
Dr. Patrick Rooney discusses how high net worth donors give a lot to different types of legal charities, including religious organizations, basic needs, education, social and racial justice, arts and culture, and animal and environmental causes. Additionally, he reveals that upwards of 90-95% of high net worth households donate, with only 9% having formal giving vehicles such as donor advised funds, and 30% volunteer formally through a 501(c)(3). Rooney explains that volunteering can slow mental decay and that charities are more likely to receive gifts from people who volunteer for them. These findings are discussed in Chapter 32 of Achieving Excellence in Fundraising.
Giving Across Generations with Patricia Snell Herzog, Ph.D.
Featuring Chapter 31 from Achieving Excellence in Fundraising, Fifth Edition.
May 1 | 0:12:24
Dr. Patricia Snell Herzog discusses how understanding philanthropic behavior across the generations is a complex concept due to its intersection between age, life stage, social, and historical factors. It’s important to consider the context in which a group was born and major events experienced when coming of age. Fundraisers seeking to engage young people in their organizations need to offer more episodic ways to get involved and focus on the cause rather than the relationship with the organization. Understanding different generations and their philanthropic behaviors is significant, and social actions and event participation can be a great way to engage people.
Women and Philanthropy with Jeannie Infante Sager
April 24 | 0:14:46
Jeannie Infante Sager, director of the Women’s Philanthropy Institute at Indiana University Lilly Family School of Philanthropy, explains that women tend to give differently than men and give more across different income, age, and race levels. She highlights that single women are particularly philanthropic and more likely to give generously. Studies show that women are involved in decision-making when it comes to charitable giving in about 80% of households. It is important to include women in all conversations and create collective opportunities for them to participate in campaigns. Fundraisers should engage women donors by providing advocacy, social capital, time, talent, and treasure opportunities. Engaging women donors across these five areas can lead to larger donations, and organizations should encourage women donors to advocate for their causes and endorse them to others.
What Americans Think About Philanthropy and Nonprofits with Chelsea Clark, Ph.D.
April 17 | 0:18:49
Dr. Chelsea Clark discusses a recent research study that sought to understand Americans’ thoughts on philanthropy and nonprofit organizations. The study found that Americans associate charitable giving and volunteering with philanthropy and generally trust nonprofits while considering them transparent, but there is still a need for education to increase awareness of what nonprofits do. The study also showed that philanthropy means different things to different demographics, which may inform how nonprofits and fundraisers approach their messaging. Importantly, every donation, regardless of size, matters and should be connected to the exact impact it will have to help increase awareness and encourage more donations.
Religion and Charitable Giving with David P. King, Ph.D. and Rafia Khader
Featuring Chapter 27 from Achieving Excellence in Fundraising, Fifth Edition.
April 10 | 0:17:43
Dr. David King and Rafia Khader discuss the role of religion in charitable giving, noting that religion is the largest sub-sector of the charitable giving pie in the US, with 27% of donations going to religious organizations. While there have been shifts in religious affiliation patterns, spirituality and values continue to shape and motivate giving, and fundraisers should be attentive to these factors. The speakers also discuss the impact of the pandemic on religious giving and the context of religion in social justice issues. Additionally, they explore the philanthropic activity of the Jewish and Muslim American communities and offer advice on how fundraisers can connect with religious donors for the causes they represent.
Personalizing Your Donor Stewardship with Pamela Perkins Dwyer
April 3 | 0:16:41
Pamela Perkins Dwyer, CFRM, discusses the significance of personalized donor stewardship in fundraising. She believes that listening to the donor, putting yourself in their position with a compassionate attitude, and remembering personal details are vital to building longer and deeper relationships with donors. Dwyer emphasizes the need to show donors how their contribution is used and celebrate their impact. Stewardship should be the starting point, not the end, of the fundraising process to sustain donors’ interest and continued support. The goal of stewardship is to demonstrate that every donation matters and encourage future giving.
Philanthropy Among Communities of Color with Una Osili, Ph.D.
March 27 | 0:15:38
Dr. Una Osili emphasizes the importance of recognizing philanthropy as a vital part of every community, including communities of color, which have deep expertise in addressing community problems. She stresses the need to learn from the traditions of these communities related to philanthropy, which are often overlooked. Dr. Osili notes that both formal and informal giving occurs in communities of color, and mutual aid networks are a vital resource during times of crisis. She explains that while race and ethnicity can impact how people think about giving and the causes that matter to them, the decision to give and the amount given is more heavily influenced by an individual’s resources and connections to the cause. To engage more diverse donors, fundraisers need to develop authentic relationships based on trust through deep listening and learning. Finally, the importance of addressing the unique fundraising needs of communities of color and providing tailored training and resources is highlighted.
Learning from Failure with Robert Kunzman, Ph.D.
March 20 | 0:13:06
Robert Kunzman, a professor of education at Indiana University, believes that learning from failure is crucial for leaders and fundraisers to develop and improve their skills. He emphasizes the importance of feedback, making failure public, and developing skills and habits to analyze and learn from failures. Kunzman also introduces the concept of a pre-mortem analysis, which involves anticipating and analyzing potential failures before they occur. Creating a culture that accepts and manages failure is important as it can help strengthen overall team dynamics and allow leaders to take creative risks without feeling overwhelmed by failure.
Developing Digital Fundraising Strategies with Nathan Hand and Yannan Li
Featuring Chapter 24 from Achieving Excellence in Fundraising, Fifth Edition.
March 13 | 0:14:35
Digital fundraising requires a strategic and intentional approach that involves actively engaging with potential donors, sharing valuable content, and building a community. Building relationships, making personal connections and monitoring for future donors are some key ways to succeed in digital fundraising. Additionally, social proof can be an effective tool by quietly seeding early donations before launching a campaign, creating momentum, and encouraging people to donate more frequently and in larger amounts. Utilizing these strategies is important for successful digital fundraising campaigns both during and after the COVID-19 pandemic.
Fundraising and the Forgiving Leader with Joshua Birkholz
March 6 | 0:13:49
Josh Birkholz discusses his book with Amy Lampe titled “Benefactors: Why Some Fundraisers Always Succeed,” which provides practical advice for fundraisers on thriving in an ecosystem of fundraising that has been affected by advancements in data and technology. The authors discovered through research that leaders who readily shared credit and were collaborative as individual practitioners were more likely to become effective leaders. They also discuss the importance of universal character traits in leadership and how it can lead to better business outcomes, with forgiveness being one of the identified traits. Leaders who create a forgiving environment that encourages innovation and experimentation can increase their team’s fundraising ability.
Understanding Individual Donors with Pamala Wiepking, Ph.D.
Featuring Chapter 26 from Achieving Excellence in Fundraising, Fifth Edition.
February 27 | 0:13:14
Dr. Pamala Wiepking discusses various approaches to understanding the motivations of individual donors, such as the eight mechanisms of charitable giving and the “Taste of Charity” model. By understanding a potential donor’s lived experience and motivations for giving, fundraisers can develop a deeper relationship with them by personalizing communication and engaging with them according to their interests and preferences. This intentional process requires knowledge and understanding of individual donors to create conversations that get them excited about the fundraising process.
Planned Gift Fundraising Standards with Nathan Stelter
February 20 | 0:14:01
Nathan Stelter, the chair of the board of the National Association of Charitable Gift Planners (CGP), discussed the recently issued Standards which provide guidance for planned gift fundraising. The Standards, organized into three categories, outline the importance of leadership buy-in and sustainable program-building, realistic assessments of an organization’s ability and capacity to execute the program, and incorporating a donor-centric approach to planned giving donors. Stelter recommends keeping planned giving simple and realistic, understanding the donor’s perspective, and treating them like family when it comes to planning a transformational gift. The National Standards for Gift Planning Success provide a framework for organizations to assess their current strategies and identify potential areas for growth in planned giving.
Special Events Fundraising with Bobbie Donahue and Caitie Deranek Stewart
Featuring Chapter 25 from Achieving Excellence in Fundraising, Fifth Edition.
February 13 | 0:13:27
Bobby Donahue and Katie Duranick Stewart discuss the importance of special events in fundraising and how they fit into the overall plan of a nonprofit organization. They suggest deciding ahead of time what the organization wants to achieve from the event and building consensus among all members of the team. The hosts emphasize not treating special events as separate projects, but incorporating them into the organization’s annual plan by evaluating them, following up with key donors, and engaging non-donors. They also stress the need for events to align with the organization’s mission and being unique enough to excite attendees and the crucial need for follow-up after events to ensure support for the nonprofit.
The Personal of Planned Giving with Andrew Hibel, JD
February 6 | 0:15:13
Andrew Hibel discusses the role of technology in planned giving. He notes that technology has allowed for easier access to information and resources, making it easier than ever for people to learn about planned giving. Hibel also stresses the importance of using technology to streamline the planned giving process and make it as easy as possible for donors. He suggests using online platforms and tools, such as planned giving calculators, to help donors navigate the process. However, Hibel also notes that technology should never replace the personal touch of a one-on-one conversation between a fundraiser and a donor.
The Annual Giving Program with Sarah Nathan, Ph.D.
Featuring Chapter 22 from Achieving Excellence in Fundraising, Fifth Edition.
January 30 | 0:13:33
Dr. Sarah Nathan stresses the importance of annual giving programs in fostering relationships, raising unrestricted gifts, and enabling operational flexibility for nonprofit organizations. She emphasizes that gifts of all amounts are significant and that fundraisers must embrace inclusivity while designing annual fund programs. Key planning tools such as gift range charts, donor retention calculators, and donor measurement tools can help fundraisers optimize their strategies. Dr. Nathan also highlights the need for building and maintaining strong relationships with donors, especially during times of crisis such as the pandemic when small gifts can have a substantial impact.
Deans Engagement with Fundraising with Gen Shaker, Ph.D.
January 23 | 0:11:42
Dr. Gen Shaker discusses the importance of fundraising training for higher education Deans and faculty to effectively engage in philanthropic fundraising and convey their organizations’ visions. The Fundraising School offers custom training courses, public courses, and tailored courses globally, including the Fundraising for Deans course, to provide leaders with the necessary tools and knowledge to engage in successful fundraising efforts. The importance of a partnership between development officers, faculty, and academic leadership is emphasized, where all parties bring expertise and openness to understanding each other’s roles and responsibilities.
Working with Volunteer Fundraisers with Beth Breeze, Ph.D. and Tyrone Freeman, Ph.D.
Featuring Chapter 21 from Achieving Excellence in Fundraising, Fifth Edition.
January 16 | 0:16:50
Dr. Beth Breeze and Dr. Tyrone Freeman discuss how crucial volunteers are to the success of nonprofit organizations, emphasizing the unique importance of volunteers for financial contributions and civic engagement. They recommend that fundraisers engage both staff-driven and supporter-driven volunteers and follow a six-step process for volunteer management that includes matching volunteers to their role, onboarding and training, and thanking and acknowledging them. The speakers also stress the importance of DEI in volunteer recruitment and management and how it should be a part of the entire organization’s values, not just a set-aside category.
Fundraising During Challenging Times with Elizabeth A.M. Searing, Ph.D., CNP
January 9 | 0:15:17
Dr. Elizabeth Searing discusses the importance of communication during challenging times for nonprofit organizations. She emphasizes the need for leaders to be transparent and honest with staff, board members, and donors about the organization’s financial situation and the steps being taken to address it. This includes being clear about the organization’s priorities and the potential impact on programs and services. In addition, Searing suggests that leaders should be proactive in reaching out to key stakeholders and creating opportunities for feedback and input. By engaging in open and honest communication, nonprofit leaders can build trust and foster collaboration during challenging times.
Proficient Fundraising with Amy Lampi
January 2 | 0:12:54
Amy Lampi, Associate Vice President of BWF, highlights the significance of data-driven fundraising and soft skills for successful fundraising. She emphasizes the need to utilize data to empower fundraising teams within organizations, enabling them to inform decisions and raise more funds by embracing efficiency models. Lampi advocates combining different ideas to innovate and encourages fundraisers to think ahead and devise new ideas for the field. She further stresses the need for data-driven leadership starting at the top, with every staff member being comfortable with databases, along with the importance of developing soft skills to become successful leaders.