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.
- 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.
Boards and Fundraising with Gasby Brown
Featuring Chapter 20 from Achieving Excellence in Fundraising, Fifth Edition.
December 26 | 0:13:47
Ethical Fundraising: A Practical Framework with Lauren Taylor, Ph.D.
December 19 | 0:18:57
Fundraising, Planning, Management, & Leadership with Bill Stanczykiewicz, Ed.D.
Featuring Chapter 19 from Achieving Excellence in Fundraising, Fifth Edition.
December 12 | 0:15:48
Impact Investing with John Duong
December 5 | 0:16:58
Fundraisers: Stewards of Philanthropy with Gen Shaker, Ph.D. and Sarah Nathan, Ph.D.
Featuring Chapter 18 from Achieving Excellence in Fundraising, Fifth Edition.
November 28 | 0:15:56
Discussing DAFs with Donors with Vicki Pugh, CFRE, CAP®
November 21 | 0:15:59
Principles of Donor Relations with Patrick Dwyer, Ph.D. and Susan Perry
Featuring Chapter 17 from Achieving Excellence in Fundraising, Fifth Edition.
November 14 | 0:14:19
Fundraising Update - 2nd Quarter 2022 with Erik J. Daubert, MBA, ACFRE
November 7 | 0:14:52
The Joy of Giving with Sara Konrath, Ph.D.
Featuring Chapter 5 from Achieving Excellence in Fundraising, Fifth Edition.
October 31 | 0:12:05
Digital Marketing for Fundraising Success with Josh Hirsch
October 24 | 0:14:50
Marketing for Strategic Fundraising with Marnie Maxwell and Aja Pirtle
Featuring Chapter 16 from Achieving Excellence in Fundraising, Fifth Edition.
October 17 | 0:13:15
Fundraising for Overhead with Ann Fitzgerald
October 10 | 0:13:08
Budgeting and Evaluation in Fundraising with Erik J. Daubert, MBA, ACFRE
Featuring Chapter 15 from Achieving Excellence in Fundraising, Fifth Edition.
October 3 | 0:16:24
Philanthropic Landscape 2022 with Peter Hoskow
September 26 | 0:19:44
Researching Prospective Donors with Cathy Brown and LaKoya Gardner
Featuring Chapter 14 from Achieving Excellence in Fundraising, Fifth Edition.
September 19 | 0:13:42
Rural Philanthropy with Matt Ehlman, Ph.D.
September 12 | 0:16:45
Articulating a Case for Support with Tim Seiler, Ph.D.
Featuring Chapter 13 from Achieving Excellence in Fundraising, Fifth Edition.
September 5 | 0:14:29
Fundraising from Millennials with Holly Miori, Ph.D.
August 29 | 0:14:32
Fundraising Essentials with Jeri Pat Gabbert and Paula Jenkins
Featuring Chapter 12 from Achieving Excellence in Fundraising, Fifth Edition.
August 22 | 0:14:04
Anonymous Donors with Elizabeth McGuigan
August 15 | 0:12:06
Fundraising Across Nonprofit Subsectors with Anna Pruitt, Ph.D.
Featuring Chapter 8 from Achieving Excellence in Fundraising, Fifth Edition.
August 8 | 0:12:42
Fundraising Around the World with Mohamed Abdel-Kader
August 1 | 0:15:31
Fundraising for Advocacy and Social Justice with Shariq Siddiqui, Ph.D. and Kathi Badertscher, Ph.D.
Featuring Chapter 10 from Achieving Excellence in Fundraising, Fifth Edition.
July 25 | 0:16:09
Next Gen Planned Giving with Patrick Schmitt
July 18 | 0:11:39
Philanthropy and Fundraising Around the World with Charles Sellen, Ph.D. and Lilya Wagner, Ed.D.
Featuring Chapter 9 from Achieving Excellence in Fundraising, Fifth Edition.
July 11 | 0:17:49
Using Your Database for Major Gifts with Melissa Bank Stepno
July 4 | 0:15:39
Giving USA 2022 with Anna Pruitt, Ph.D.
June 27 | 0:16:24
Fundraising in Challenging Times with Amir Pasic, Ph.D.
Featuring Chapter 7 from Achieving Excellence in Fundraising, Fifth Edition.
June 20 | 0:15:46
Women on Boards with Pazit Levitan, Ed.D., CFRE
June 13 | 0:15:09
Muslim American Philanthropy with Shariq Siddiqi, Ph.D.
June 6 | 0:15:18
The Why Behind The How In Fundraising with Ruth K. Hansen, Ph.D.
Featuring Chapter 4 from Achieving Excellence in Fundraising, Fifth Edition.
May 31 | 0:17:55
2022 Global Environmental Index with Kinga Zsofia Horvath
May 23 | 0:13:21
The Philanthropic Context for Fundraising with Pat Danahey Janin and Dr. Dwight Burlingame
May 16 | 0:15:04
Digital Fundraising − Post Pandemic with Bill Stanczykiewicz, Ed.D.
May 9 | 0:10:58
Fundraising for a Recession: Stay the Course with Dr. Tim Seiler
May 2 | 0:12:44
Legal Aspects of Fundraising with Phil Purcell
Featuring Chapter 3 from Achieving Excellence in Fundraising, Fifth Edition.
April 25 | 0:14:10
Ethical Fundraising with Dr. Gene Tempel and Anne Bergeron
Featuring Chapter 2 from Achieving Excellence in Fundraising, Fifth Edition.
April 18 | 0:13:20
Corporate Philanthropy – An Inside Look with Tiffany Benjamin
April 11 | 0:14:05
Your Personal Philosophy of Fundraising with Dr. Gene Tempel and Dr. Sarah Nathan
Featuring Chapter 1 from Achieving Excellence in Fundraising, Fifth Edition.
April 4 | 0:15:35
Latest Evidence on Donor Motivations with Shivant Shrestha
March 28 | 0:12:50
Achieving Excellence in Fundraising, Fifth Edition with Dr. Gen Shaker
March 21 | 0:12:41
The Voltage Effect with John List
March 14 | 0:14:00
Workplace Giving: From Home with Dr. Gen Shaker
March 7 | 0:15:54
Charitable Giving from Foundations 2022 with Caroline Altman Smith
February 28 | 0:17:47
Cryptocurrency and Fundraising with Ezra Vazquez-D'Amico
February 21 | 0:23:33
Inflation and Fundraising with Dr. Patrick Rooney
February 14 | 0:15:18
The Value of Generosity with Dr. Pamala Wiepking
February 7 | 0:13:00
Fundraising Advice for 2022 with Erik J. Daubert, MBA, ACFRE
January 31 | 0:15:28
COVID-19, Generosity, and Gender with Jacquie Ackerman
January 24 | 0:13:04
Saying No When Fundraising with Rochelle Jerry
January 17 | 0:15:27
Outlook for 2022 with Dr. Una Osili
January 10 | 0:15:19
Board and Fundraising: Advice from a Board Member (first aired July 5, 2021) with Jessica Weaver
January 3 | 0:14:47