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PODCAST · business

The Fundraising Coach

Learn tactics and strategies you need to become an expert at raising money and building a high-performance fundraising program. There are Interviews with industry experts, as well as dozens of practical tactics you can apply immediately to raise more money, improve your program's effectiveness, and inspire you about the art of fundraising.

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  1. 90

    Your Board Doesn't Have a Governance Problem -- It has a Courage Problem!

    Over the years, I've heard countless nonprofit leaders say some version of the same thing: "Our board has a governance problem." Sometimes they're right. A board may have outdated bylaws, weak committee structures, poor orientation for new members, or unclear policies. Those issues certainly matter, and they deserve attention.  But after facilitating hundreds of board retreats and strategic planning sessions over the past twenty years, I've come to a different conclusion. More often than not, governance isn't the real problem. It's simply the symptom. The real issue usually runs much deeper, and it's one that few boards are willing to acknowledge. In my experience, the greatest weakness of many nonprofit boards isn't a lack of intelligence, experience, or commitment. In fact, most boards are filled with remarkably accomplished people. They include CEOs, physicians, attorneys, entrepreneurs, bankers, educators, accountants, business owners, and community leaders.  These are individuals who routinely make difficult decisions in their professional lives. They negotiate contracts, terminate employees, challenge assumptions, manage crises, and accept responsibility for decisions that affect hundreds or even thousands of people. Yet something curious often happens when those same individuals walk into a nonprofit board meeting. The decisiveness they display everywhere else suddenly becomes caution. Tune in to Learn More!

  2. 89

    Why "Any Questions" is Killing Your Board Discussions

    Why "Any Questions?" Is Killing Your Board Discussions   I've facilitated hundreds of board retreats over the past 20 years, and I've noticed something fascinating. The moment a board chair or CEO finishes a presentation and says, "Any questions?" the room almost always gets quieter—not livelier.   A few people glance at their notes. Someone takes a sip of coffee. Another checks the agenda. Then someone eventually says, "Nope." And just like that, the conversation is over.   Ironically, everyone loses.   The Fastest Way to End a Conversation Here's the problem: "Any questions?" isn't really a question. It's permission to end the discussion. It's broad. It's vague. And it puts the burden on everyone else to think of something brilliant in the moment.   In my experience, silence rarely means agreement. It usually means people are still processing, they're unsure if it's the right time to speak, or they're wondering whether someone else should go first.   I've seen this pattern at organizations with $200,000 budgets and at organizations with $200 million budgets. The size of the nonprofit doesn't matter. Human nature does. Tune In to Learn More!

  3. 88

    Your Essential Marketing Quiver - Here!

    Many nonprofits believe their mission alone should inspire support. Unfortunately, donors are not mind readers. They cannot automatically feel your impact, understand your programs, appreciate your culture, or grasp the urgency of your work simply because your organization exists. That understanding must be communicated clearly, consistently, emotionally, and professionally. And that's where many nonprofits struggle. Some organizations are doing extraordinary work while presenting themselves with outdated brochures, confusing websites, blurry photos, weak messaging, and annual reports that look like they were assembled during a power outage with leftover clip art from COVID. Meanwhile, organizations with half the impact and twice the marketing budget are raising significantly more money because they understand something important: Presentation influences perception. That may sound shallow, but it's reality. Donors make judgments constantly based on professionalism, clarity, consistency, visual quality, storytelling, and emotional connection. Strong marketing materials signal competence, credibility, momentum, leadership, and trustworthiness. Weak marketing materials signal confusion. Tune in to learn more!

  4. 87

    A Strategic Planning Doc Should be a Decision-Making Tool, Not a Coffee Table Book

    I've seen some beautiful strategic plans over the years. Thick paper. Gorgeous photography. Inspirational quotes. Color-coded priorities. One organization even handed me a plan that looked expensive enough to have its own insurance policy. There was just one problem: Nobody was using it. That's more common than nonprofit leaders like to admit. Organizations spend months creating strategic plans, celebrate when the board approves them, distribute a few polished copies, and then quietly place them on shelves. Six months later, somebody pulls one out during the next strategic planning update session and says, "Huh. I forgot we said we'd do that."   A strategic plan isn't supposed to document what you decided. It's supposed to help you make the decisions that come next. Tune in to learn more!

  5. 86

    How Great Fundraisers Prepare for Donor Meetings

    Preparation reduces anxiety It also increases confidence, clarity, credibility, and effectiveness. Unfortunately, too many nonprofit leaders and development staff walk into donor meetings carrying little more than optimism, caffeine, and vague hope that "something good will happen."  Then midway through the meeting, they forget key facts, stumble through the organization's impact numbers, contradict each other in group meetings, or launch into rambling explanations that sound like a hostage reading cue cards. Not ideal. Great fundraisers—the strongest relationship-based fundraisers—approach donor preparation very differently. They think strategically before every donor interaction. They anticipate questions. They rehearse conversations. They study the donor carefully. They coordinate messaging. They eliminate surprises wherever possible. In short, they prepare. And yes, occasionally they still sweat through their shirt anyway. But at least they sweat professionally. :-) Tune in to learn more!

  6. 85

    Every Board Has an Elephant. Most Just Feed it.

    Every board has an elephant. Maybe it's the board member who dominates every conversation. Maybe it's the beloved CEO whose performance has quietly slipped. Maybe it's the fundraising problem everyone discusses but nobody owns. Or perhaps it's the strategic initiative that has been "almost successful" for six consecutive years.       Everyone knows it's there. Nobody wants to mention it. So the board does what organizations often do when courage becomes inconvenient: They feed the elephant.   Elephants Have Excellent Appetites Boards feed elephants in all kinds of ways. They postpone difficult conversations. They soften uncomfortable language. They create committees. They commission another study. They put the issue on next month's agenda, where it enjoys a brief appearance before being returned safely to its natural habitat.   Occasionally, they even hire a consultant. As a consultant, I appreciate the business, and it would be a privilege to help. But sometimes you don't need another consultant. You need someone in the room willing to say, "We all know what the problem is. Why aren't we dealing with it?" That's where leadership begins. Tune in to learn more!

  7. 84

    5-Step Formula for Setting Up a Donor Meeting

    For many nonprofit leaders and fundraisers, making the initial donor call feels about as comfortable as parallel parking a boat. Even highly confident professionals suddenly become nervous, overly formal, or strangely robotic the moment they pick up the phone to call a potential donor. And honestly, it makes sense. Fundraising calls carry emotional pressure. You don't want to sound pushy. You don't want to waste the donor's time. You definitely don't want to sound like a telemarketer calling during dinner asking whether they'd like to switch long-distance providers in 1997. So what do most people do? They ramble. They over-explain. They talk too long. They apologize unnecessarily. They bury the purpose of the call beneath five minutes of weather updates and nervous storytelling before finally blurting out something vague about "getting together sometime." Meanwhile, the donor has spent the entire conversation wondering, "What exactly is happening right now?" Tune in to learn more!

  8. 83

    The Biggest Lie in Strategic Planning

    Board members say it all the time. "We're just not ready to make that decision." It sounds thoughtful. Responsible. Even wise. After all, no one wants to rush an important decision. But after facilitating hundreds of strategic planning retreats across the country, I've come to believe this is often the biggest lie in strategic planning. Not because board members are dishonest. They're not. Most are intelligent, dedicated people who genuinely want what's best for the organization. The problem is that "we're not ready" is often a more comfortable way of saying, "We know what we need to do—we just don't want to do it." Tune in to hear more!  

  9. 82

    The Importance of Building a Donor Pipeline BEFORE You need It!

    The Importance of Building a Donor Pipeline BEFORE You need It! Here's a truth most development directors don't want to admit out loud: Your donor base is quietly shrinking. Not because you're doing bad work. Not because your mission isn't compelling. Not because your fundraising team isn't trying. But because donors are human. They retire. They relocate. They redirect their giving. They get distracted by grandkids. They fall in love with a new cause. And sometimes, without warning, they just have a change of heart before writing that six-figure check you were sure was coming. If you are not consistently identifying and cultivating new donors, you are not building stability, you're borrowing time. Savvy fundraisers understand this. They are not paranoid. They are practical. They know fundraising is part math, part psychology, and part ongoing treasure hunt. And they know something else: The organizations that prospect consistently don't panic. The ones that don't . . . eventually do. Let's talk about how to build a donor pipeline that is deep, resilient, and slightly unstoppable.

  10. 81

    Board Retreat Blunders and Mistakes that Sabotage Retreats

    Board Retreat Blunders and Mistakes that Sabotage Retreats Board retreats are supposed to be powerful. They're supposed to create clarity, alignment, momentum, unity, and ownership. They're meant to be the moment when a board steps out of the day-to-day grind and finally gets honest about where the board is—and where it's going. Instead? Too many retreats feel like a long, expensive meeting with better snacks. People show up with good intentions. They sit through presentations. They nod politely. They eat. They participate just enough to feel engaged. And then they leave. And nothing really changes. No meaningful decisions. No real alignment. No unity. No ownership. No movement. Just a lingering sense that "we talked about some good stuff." That's not a retreat. That's a missed opportunity. And after facilitating hundreds of board retreats across the country, I can tell you this with complete confidence: Most board retreats fail for predictable, avoidable reasons. Here are some classic board retreat blunders and mistakes you want to avoid. Listen in!

  11. 80

    Part 3 of 3: Ask Better, Raise More Money -- Fundraising Ask Tactics and Strategies

    Part 3 of 3: Ask Better, Raise More Money -- Fundraising Ask Tactics and Strategies Most fundraisers spend far too much time worrying about the "perfect ask," as if somewhere out there is one magical sentence that makes every donor instantly reach for a checkbook. There isn't. Fundraising is not a Jedi mind trick, and donors are not slot machines you jiggle until money falls out. The truth is much more practical: different donors respond to different types of asks, and the best fundraisers know how to choose the right one for the right person at the right moment. That's why experienced fundraisers don't fall in love with just one asking style. They build a toolkit. They know when to keep it simple, when to make it visual, when to create momentum, when to lean into competition, and when to invite support without asking for money at all. In other words, they don't walk into every donor meeting swinging the same hammer and hoping everything turns into a nail. They use judgment, timing, and a little creativity—which, frankly, beats awkward begging every time. In Part 1 and Part 2, we covered the foundational and scalable ask strategies that drive day-to-day fundraising success. In this final part of the series, we turn to long-term strategy—exploring the ask types that create stability, permanence, and legacy-level impact.  

  12. 79

    Part 2 of 3: Ask Better, Raise More Money -- Fundraising Ask Tactics and Strategies

    Part 2 of 3: Ask Better, Raise More Money -- Fundraising Ask Tactics and Strategies Most fundraisers spend far too much time worrying about the "perfect ask," as if somewhere out there is one magical sentence that makes every donor instantly reach for a checkbook. There isn't. Fundraising is not a Jedi mind trick, and donors are not slot machines you jiggle until money falls out.   The truth is much more practical: different donors respond to different types of asks, and the best fundraisers know how to choose the right one for the right person at the right moment.   That's why experienced fundraisers don't fall in love with just one asking style. They build a toolkit. They know when to keep it simple, when to make it visual, when to create momentum, when to lean into competition, and when to invite support without asking for money at all. In other words, they don't walk into every donor meeting swinging the same hammer and hoping everything turns into a nail. They use judgment, timing, and a little creativity—which, frankly, beats awkward begging every time. In Part 1, we covered five foundational ask tactics that help you start conversations and create momentum. In this part of the series, we shift from momentum to structure—focusing on the ask tactics that build consistency, loyalty, and scalable revenue across your donor base.

  13. 78

    Part 1 of 3: Ask Better, Raise More Money -- Fundraising Ask Tactics and Strategies

    Part 1 of 3: Ask Better, Raise More Money -- Fundraising Ask Tactics and Strategies Most fundraisers spend far too much time worrying about the "perfect ask," as if somewhere out there is one magical sentence that makes every donor instantly reach for a checkbook. There isn't. Fundraising is not a Jedi mind trick, and donors are not slot machines you jiggle until money falls out. The truth is much more practical: different donors respond to different types of asks, and the best fundraisers know how to choose the right one for the right person at the right moment. That's why experienced fundraisers don't fall in love with just one asking style. They build a toolkit. They know when to keep it simple, when to make it visual, when to create momentum, when to lean into competition, and when to invite support without asking for money at all. In other words, they don't walk into every donor meeting swinging the same hammer and hoping everything turns into a nail. They use judgment, timing, and a little creativity—which, frankly, beats awkward begging every time. This three-part series breaks down 14 proven types of fundraising asks you can use to raise more money more effectively. In this first installment, we'll cover five foundational ask types that every fundraiser should have ready at all times.  

  14. 77

    The Year-End (Holiday) Fundraising Secrets Nobody Uses

    The "Notify First" Trick There's one move that can turn your ho-hum year-end appeal into a home run: notify first! Before you send a single email or stuff a single envelope, reach out to donors—by phone or email—and announce your campaign is coming. This one act can boost your response rate up to five times higher. If you actually reach a donor and they feel connected to your cause, half of them will give. Do it well, and that number can soar 70%. Incredible. But skip the notification and rely only on a generic appeal letter or email? Expect a limp response rate of just 1–3%. Maybe 5% if you're lucky. (It's like brewing coffee without heating the water—you'll still get something brown, but nobody's drinking it.) Listen in and Learn!

  15. 76

    Specialty Events: How To Turn Small Gatherings into Big Gifts

    Let's be honest: most nonprofits don't need another event. They need better ones. The kind that doesn't drain staff, exhaust volunteers, or leave donors wondering why they just spent two hours listening to speeches when they could have been home in slippers. That's where specialty events come in. Savvy fundraisers love specialty events—typically gatherings of 10 to 75 people—because they create something you simply can't replicate at a big gala. Donors see friends they respect, meet peers they admire, and experience your mission together. There's energy in the room. Momentum. A subtle but unmistakable sense that this is something worth being part of. Listen in and Learn!

  16. 75

    How to Fund Your Next Board Retreat or Strategic Planning Session

    Every nonprofit eventually hits a moment of polite stagnation. Board meetings are full, calendars are packed, and everyone is working hard—but progress feels heavier than it should. Conversations repeat themselves. Decisions take longer. Direction becomes unclear. Passion wilts. The organization isn't broken, but it isn't quite clicking either. That's usually when someone finally says what everyone else is thinking: "We should probably do a board retreat." Or, "Maybe it's time for a planning session." The idea hangs in the air for a moment, feels responsible and hopeful, and then gets quietly shut down with a familiar phrase: "We just don't have the budget for that right now." That sentence sounds practical. It feels disciplined. And most of the time, it's the wrong conclusion. Listen and Learn!

  17. 74

    Board Members: Help Raise Money (Without Asking For It!)

    Fear not! To raise money, you and your fellow board members don't have to cold call strangers (or worse, friends), or suffer through awkward donor coffees where you feel like the people at the table next to you are eavesdropping on your shaky pitch. Nope. There's an alternative. It's a heck of a lot easier for board members to do things that support the fundraising efforts of the organization, rather than do something terrifying they loathe. Below is a list of 21 things board members with no fundraising experience can do to support the fundraising efforts of the organizations they care so much about. And for those board members who love to ask for money, give them a list of people to call and meet, and let them work their magic. For everyone else, have them choose a few things from the list below. Their contributions will lower the work burden of the fundraising staff and provide valuable resources and impact that will ultimately help raise more money. Listen in and learn!

  18. 73

    10 Strategic Fundraising Principles - Every Fundraiser Should Know

    Fundraising—it's part charm offensive, part emotional trapeze act, part caffeine-fueled chaos. Some days you feel like a philanthropic superhero, and other days you're crying into your donor database while searching for the 'undo' button. But you don't have to go it alone. Enter the Rainmakers: the mythical, magical, magnificently strategic fundraisers who know how to play the long game—with flair. What's their secret? These 10 fundraising principles. We're talking about donor stickiness, connection asks, custom everything, and enough 'You' language to make even Shakespeare blush. Strap in, folks. You're about to take a rollercoaster ride through fundraising best practices—Robin Williams style. Listen and learn . . .

  19. 72

    Don't Pitch—Connect: 10 Smart Moves for First Donor Meetings

    Your first face-to-face meeting with a donor isn't a sales pitch or interview. And it's definitely not the time to comb through the details for your 30-page strategic plan. It's a discovery conversation—a delightful dance where you listen, learn, and laugh. Apply the following 10 tactics to get your first meeting right and the odds of landing a second meeting (and ultimately a donation) jump to more than 70%. Not bad for the cost of a latte and scone. Listen in and learn . . .

  20. 71

    A Lighthearted Field Guide to Fundraising Disasters

    Here's a crash course in what "not" to do when fundraising, what donors secretly loathe, and a short list of how to ask for money without breaking into hives. Listen in and learn . . .

  21. 70

    Make Your Board Retreats Outcomes Stick with "Ownership."

    Ah, the board retreat. A magical time when board members gather to dive into strategic discussions, unleash big ideas, and nod sagely at visionary plans. You laugh, you brainstorm, you may even awkwardly roleplay. By the end, you've covered walls with stickies and flipchart paper, deepened your culture, and high-fived over fresh possibilities. And then… nothing. Everyone returns home. Retreat outcomes are emailed but never opened. The notes from the flipcharts are filed away and the long list of follow-up ToDos sits unopened in Dropbox. Another week passes and the staff still waits for next steps. The energy? Gone. The ideas? Ghosted. And that beautiful vision for the future has faded into the background noise of daily operations. Welcome to the infamous retreat afterglow hangover —where inspiration without implementation goes to die. This podcast is your resuscitation manual for retreat outcomes. Because unless you want all that time, energy, and trust to evaporate like a dry erase marker, you need more than good intentions. You need action planning. You need structure. And most of all, you need ownership. Listen in and learn . . .

  22. 69

    Donor Objections: Part 3: Common and Uncommon Types (includes scripts)

    Fundraisers know that most donor objections boil down to just two things: the amount you're asking for and the timing of the ask. But here's the good news—both are manageable. In this article, you'll discover practical tactics to navigate these common roadblocks, plus smart ways to handle the trickier, less common objections that inevitably pop up. By the end, you'll not only be ready to face objections with confidence—you'll actually welcome them as opportunities to move the conversation forward and close more gifts. Listen in to learn A LOT more and there are scripts . . .

  23. 68

    Donor Objections: Part 2: A Simple 3-Step Process

    Encountering objections when asking donors for money is a given. One tactic for handling objections would be to develop and memorize canned responses to every possible type of objec­tion. Experienced fundraisers know this tactic is futile, because a simple "ask" often triggers an avalanche of donor replies, ranging from polite deflections to excuses worthy of an improv show. A more effective approach is to master a simple process for handling objections that can be applied to any objection. Below is a simple, three-step process for handling objections. Just repeat it until you land a "yes," a "no," or an agreement on next steps—whether that means another meeting, sending a proposal, giving a tour, or showing off the blueprints for that shiny new facility. Tune in and learn . . .

  24. 67

    Donor Objections: Part 1: A Primer

    Experienced fundraisers know objections are part of the ask process, which is why they embrace them. There are dozens of reasons why donors throw caution signs that feel like red lights. What follows is a high-level primer that unpacks why donors hesitate, paired with clear principles for handling those objections with confidence—so you can turn tough questions into lasting commitments. Listen in and learn!

  25. 66

    The Golden Hour: Tips for Mastering the Art of Donor Cultivation

    Cultivation is the golden hour before the ask. It's when you introduce someone to your nonprofit, show them the heart behind the stats, the faces behind the facts, and the mission behind the jargon. And it isn't just about raising money—it's about raising friends, champions, connectors, and believers. Done well, cultivation deepens emotional connection, builds trust, and turns a casual observer into a loyal supporter. Done poorly, it feels like a used car sales pitch on a rainy afternoon.  Listen in and learn!

  26. 65

    The Other 20%: Winning Foundation, Corporate, and Government Dollars

    As fundraisers, we know that while individual giving dominates, finding the right foundation, corporate, or government grant can give your budget a real boost. Many of these funding sources make large, multiyear commitments, and for some nonprofits, these sources of funding are their only sources of funding. And while unlocking these sources of funding can rain down large sums of money, they can also create a lot of wasted time and rejection letters. What follows is a set of tactics you can use to increase the probability of securing funds from these sources and to do it in a manner that is worth your time and effort. Listen in and learn . . .

  27. 64

    The Friendly Factor: How Going Above and Beyond Wins Donors and Builds Loyalty

    In the highly competitive world of nonprofit fundraising, standing out is more than just having a great mission—it's about creating memorable experiences that leave lasting impressions. One of the most overlooked yet powerful ways to do this is through friendliness and unexpected gestures of appreciation. People like to do business with people they like, trust, and know. If donors, vendors, and partners consistently have unexpectedly pleasurable interactions with a nonprofit's board members and staff, they will not only stay engaged but also become loyal advocates. But what does "unexpectedly pleasurable" mean? How can an organization become friendlier? What are some practical applications of these things? Why are these concepts game-changers for organizations that implement them? Listen in to learn more . . .

  28. 63

    The Power of Possibility: A Growth Mindset Blueprint for Nonprofit Leaders

    In today's rapidly evolving nonprofit landscape, executive directors and board members face an on onslaught of challenges—from dwindling funding sources to rapidly shifting community needs. More than ever, a mindset that embraces continuous learning, bold innovation, and courageous teamwork is essential. I recently read Carol Dweck's bestselling book called "Mindset." Her groundbreaking work on mindsets is the inspiration for this podcast which explores how nonprofits can break free from the constraints of a "fixed mindset" and adopt a "growth mindset" that propels sustained success, greater impact, and enhanced organizational resilience.  Listen and enjoy!

  29. 62

    Unlocking Generosity: Motivate Your Donors to Give More Without Pressure

    Encouraging donors to increase their contributions is a delicate endeavor. This podcast explores several practical and effective tactics to achieve the balance needed to inspire donors to give more generously while maintaining their trust and enthusiasm without alienating or pressuring them. Tune in now!

  30. 61

    Stewardship Tactics That are Sure to Keep Donors Tied to Your Cause

    Did you know that 53% of donors stop giving because they feel unappreciated, and 41% cite lack of acknowledgment or thanks as their reason? Conversely, loyal donors give 42% more over their lifetime and are 70% more likely to leave a planned gift. These numbers underscore the critical need for nonprofits to build and implement a robust stewardship plan. Without it, donors can feel like transactional cash machines rather than valued partners in your mission. Effective stewardship isn't just about saying thank you; it's about cultivating meaningful, genuine relationships. When done right, regular donor touchpoints can strengthen connections without becoming intrusive. This requires tailoring the frequency and type of communication you do for each donor level, whether it's a donor who gives $25, or one giving $50,000. In the podcast, you'll learn about five stewardship tactics that can transform your donor relationships to create more loyal donors who are excited to give at incrementally higher levels over a longer period of time, no matter what their current giving level.

  31. 60

    When Nonprofit Boards Meddle: The Dangers of Micromanagement

    If you're tired of your board meddling in the daily operations of your nonprofit . . . this podcast is for you!

  32. 59

    Boardroom Ghosting: How Ignoring Staff Emails Drains Nonprofit Momentum

    Nonprofit boards play a critical role in guiding the organizations they serve, helping steer decisions, ensuring fiscal health, and offering strategic oversight. However, one glaring issue that's often swept under the rug is the lack of prompt responses to communications from executive directors and staff. Emails and important requests from staff frequently go unanswered or receive delayed responses from board members. This behavior, while common, is not only disrespectful but also sends a clear and damaging message to the very people who keep the organization running day in and day out. Staff members work tirelessly, often way beyond regular business hours and sometimes on weekends and holidays, sacrificing personal time and energy for the cause. When their emails are met with silence, it signals that their time, effort, and contributions aren't valued and appreciated. And worse yet, that they aren't valued and appreciated. Board members are in positions of authority, and their actions—or lack thereof—can have lasting consequences on staff morale, organizational efficiency, and overall culture. It's time to address this problem head-on. Nonprofit executives may not always feel empowered to confront this issue, but they shouldn't have to. Rather, it's the board's responsibility to hold its members accountable for this type of behavior. Listen in and learn why board members should respond promptly to staff communications, and three steps they can take to ensure they do so . . .

  33. 58

    Avoid Last-Minute Blues: Tips for Planning Ahead for Strategic Planning

    Plan Early for a Stress-Free, High-Impact Session Planning a strategic session for your nonprofit can be one of the most impactful moments of the year—a chance to reset, strategize, and inspire your team. But let's be honest: waiting until the last minute to plan such an important event can lead to unnecessary stress, limited options, and a lackluster experience. On the flip side, planning early opens doors to creativity, thoughtful preparation, and the opportunity to create a transformative experience for everyone involved. This podcast explores  explore why planning early is not just a good idea but a game-changer. And if you're ready to commit to early planning, I provide some actionable steps to set yourself up for success. So grab a latte and listen in . . .

  34. 57

    How to Host the Best Board Development Retreat Ever! Winning Checklist – 17 Keys to Success

    Have you ever sat through a board retreat and thought, "What a waste of time!" You're squished in a windowless room, squirming in a chair that feels like granite, and longing for the next break. Worse yet, the facilitator is boring, the content is useless, board members are texting, and the food is stale! If you're in the process of planning a retreat, don't settle! It's possible to put together an amazing day that's engaging, meaningful, memorable, and fun. All it takes is a little planning and ingenuity. Listen in to the following checklist to make sure you have all the essential elements in place to ensure the retreat is a resounding success.

  35. 56

    From Coffee to Commitment: Mastering Donor Meetings with Preparation

    In the world of nonprofit fundraising, meeting with a donor for coffee (or any in-person meeting), whether they are a potential supporter or a current contributor, is one of the most crucial interactions you'll have. This isn't just a casual coffee chat; it's a pivotal meeting that can define a donor's impression of you, your organization, and may determine whether they make moderate gift, a significant one, or none at all. The stakes are high and coming prepared can greatly increase the likelihood you'll leave with a smile and the outcome you desired. To learn more about how to raise money in face-to-face settings, listen in!

  36. 55

    Strategic Planning: What's Better, A One-Year or Five-Year Plan?

    In today's rapidly changing world, clinging to the traditional five-year strategic plan is not just outdated—it's impractical. Organizations need to adapt quickly to survive, and a long-term plan often becomes a liability and burden rather than a guide and roadmap. Instead, a one-year strategic plan, monitored monthly and updated annually, proves to be a far more effective and cost-efficient approach to planning. To learn more, listen in!

  37. 54

    Tactics for Building a "Value Network" for Your Nonprofit

    Tactics for Building a "Value Network" for your Nonprofit     The nonprofit world is a quirky one. Many nonprofits are founded by passionate people with little or no nonprofit experience. Many board members have little or no nonprofit experi­ence, and many staff members have little or no nonprofit or business experience. The result is often a lot of wasted time and effort. Mistakes are made, resources are poorly allocated, and problems are ignored. People get involved and things get done, but no one is sure what should be done, how it should be done, or who should be responsible to do what. A nonprofit can avoid many of these common pitfalls by building a "value network." A value network is nothing more than a network of people, organizations, and resources that can help a non­profit run more efficiently and effectively—and build capacity—by providing information, knowledge, skills, experience, influence, and money. This podcast will help your board and team build its value network and increase the organization's impact along the way.

  38. 53

    7 Tips to Hiring "The Best Strategic Planning Facilitator Near Me."

    Here's a list of 7 uncommon factors to look for! Strategic planning is the backbone of any successful nonprofit organization, providing a roadmap for future growth and impact. However, navigating the strategic planning process can be challenging, requiring skilled guidance to ensure clarity, collaboration, and actionable outcomes. When seeking to hire the best strategic planning facilitator for your nonprofit, there are several key factors to consider. Here are seven essential (but uncommon) considerations for CEOs and Board Chairs to keep in mind when searching "Near Me" for the best facilitator to lead their strategic planning sessions.

  39. 52

    Disengaged Board Members? – Tolerate it NO More! 8 Steps to Engagement and a "Get it Done!" Culture. Here's how . . .

    Let's be honest Do you have board members that . . . Blow off meetings? Don't read meeting materials? Don't make a personal donation? Are nowhere to be found to help organize events? Can't recite the mission or vision? Don't help steward donors? Rarely see your programming? Don't personally know the staff? Say they're "just volunteers" or "too busy" to participate? Couldn't share any institutional knowledge to save their life? Believe that the ED and staff are getting paid so they should do all the work? Well, if we had the courage, here's what we'd like to say to the slackers on our boards: "Your absence and lack of involvement are completely unacceptable and are a liability and disgrace to this board. If you cannot commit to full participation immediately, you need to resign." "The board's effectiveness is compromised by inactive members. Your inaction speaks louder than words. Either step up and fulfill your obligations or step aside so we can bring in members who will actively support our mission."

  40. 51

    10 Tips to Avoid Hiring a Dud Strategic Planning or Fundraising Facilitator

    Hosting a strategic planning session can be costly and time-consuming. You can spend hours and hours trying to find a suitable venue, hire caterers, organize pre-work, and wrangle all the attendees. But often times, the biggest cost is the one you spend on hiring the facilitator. Then, the big day arrives. Everyone is prepared and excited to roll up their sleeves, grapple with pressing issues, and create a roadmap for the future. They have high expectations the day will be a huge success and that the facilitator will be outstanding. But when the day turns out to be a huge belly flop because the facilitator was a huge dud that wasted everyone's time and the organization's money, it can make the organization be wary of ever hiring another facilitator. Therefore, when hiring a strategic planning facilitator, it's crucial to be cautious and thorough to avoid falling victim to ineffective facilitators who overpromise and underdeliver. Listen in to these ten things to look out for the next time you're scouting for a facilitator:

  41. 50

    Next Level Donor Relations – Make Their Experience "Unexpectedly Pleasurable!"

    Next Level Donor Relations – Make Their Experience "Unexpectedly Pleasurable!"  In today's fundraising world, with dozens of nonprofits competing for donors' hearts and wallets, it's important to stand out and differentiate. Otherwise, no matter how noble your mission, you'll be left with your hand out as other fundraisers hit their goals. To inspire donor generosity and loyalty year after year, you must stop sending stale thank-you letters and having hollow donor experiences, and start thinking of creative ways to go above and beyond to provide donor service and experiences that are "unexpectedly" pleasurable and memorable. Listen in to hear 16 uncommon and practical donor relations tactics that will delight and surprise your donors.

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    Are You a One-Percenter? Here's a List of Dos and Don'ts of Top Performers. How do you rate?

    Are You a One-Percenter? Here's a List of Dos and Don'ts of Top Performers. How do you rate? There is a reason why the top performers – the One-Percenters – consistently do so well in business and life . . . it's because they do the things, big and small, that set themselves apart from others. There is nothing wrong with "average." Average is good. It's acceptable. Do you feel you're an average worker? Are you better than average? How much better? Would you like to be a One-Percenter? Do you want to be the type of person who gets frequent promotions and big raises? Do you dream of starting and running your own business or nonprofit? Do you want to be liked and respected by people around you, yet viewed as humble, gracious, and generous? If you want to be a One-Percenter, or have the desire to improve your performance in the workplace, then commit yourself to learning and applying the following principles. If you do, you'll find yourself in an elite group of leaders who make a difference. Listen in to hear a list of 17 Dos and 10 Don'ts that define One-Percenters. 

  43. 48

    How Star Wars Can Help You Raise More Money – Say What?

    Movies and Sound Imagine watching a movie like Star Wars, Jaws, or Top Gun with no sound. They would be dry, listless, and yes, dull. In many movies, the sound makes the movie. It elicits emotional responses that can lift us up, make us cry, and give us goosebumps. Some music scores are so meaningful to us, they stir up emotions and memories decades after watching the movies. Think of movies like "The Sound of Music," "Titanic," and "The Good, Bad, and the Ugly." As a fundraiser, I recently came to heightened realization just how important sound is in our efforts to raise money. When reading a brochure or an appeal letter, there is no sound; it's like watching a silent movie. The emotional power of the stories and information is weak. Yes, writing powerful and compelling stories can emotionally inspire donors, but not as well as telling those stories out loud. Give Me Goosebumps Telling stories and sharing information out loud—in person—brings stories alive. Imagine reading a scene from Jurassic Park, Saving Private Ryan, or the shower scene in Hitchcock's Psycho versus watching those scenes with sound. Reading the scenes may elicit an emotional response, but watching these movie scenes and hearing the sound effects, music scores, and people's voices can transport our thoughts and emotions to unimaginable places. The sounds in movies ignite all areas of our brains. The tone of a Darth Vader's voice or the whizzing of Starfighter causes our brains to start pumping out dopamine, adrenaline, and a host of other chemical reactions that move us, compel us, and emotionally connect us. The same happens when we watch powerful videos with sound. This is why it's important to tell your stories colorfully when talking with donors and giving talks about your organization and the work you do. To do this, we need to use descriptive words that paint vivid pictures, tell touching stories, and vary your tone, pitch, and cadence of your speech. Tune in to learn more

  44. 47

    How To Host the Best Board Retreat Ever! Checklist – 17 Keys to Success

    Have you ever sat through a board retreat and thought, "What a waste of time!" You're squished in a windowless room, squirming in a chair that feels like granite, and longing for the next break. Worse yet, the facilitator is boring, the content is useless, board members are texting, and the food is stale! If you're in the process of planning a retreat, don't settle! It's possible to put together an amazing day that's engaging, meaningful, memorable, and fun. All it takes is a little planning and ingenuity. Listen in and use the following checklist to make sure you have all the essential elements in place to ensure the retreat is a resounding success.

  45. 46

    How to Find and Hire the Best Board Retreat Facilitator – a 9-Point Checklist . . .

    Have you ever sat through a board retreat and spent more time watching the clock, daydreaming, and checking texts than listening to the facilitator? Are your board members cringing at the thought of attending another retreat? Did your last facilitator stand behind a lectern and drone on like a record playing in slow motion? Were they unengaging? Was the content dull and irrelevant? Did the outcomes of the day grow stale and ultimately have little impact on your board? If you answered "yes" to any of these questions, it's time to find a new facilitator. But how do you choose? Listen in to this checklist of attributes you can use when scouting for the "best" board retreat facilitator.

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    Are Local Board Retreat Facilitators Really the Best Value?

    Nonprofits play a critical role in addressing societal issues, but their effectiveness often hinges on the strength of their leadership, especially the board. One way to enhance the performance of a nonprofit's board of directors is by organizing retreats. They can improve engagement, performance, governance, fundraising skills, all of which can propel the organization to the next level of impact. This is all the more reason to hire a high-quality retreat facilitator. And though you may feel it's risky to hire a facilitator from outside your region, it may also be a game-changer. Sure, it's nice to keep things local, but sometimes you get what you pay for . . . which, in some cases, can mean mediocre results. Retreats and planning sessions are too important to skimp on. Listen in and learn seven compelling reasons why you should consider looking beyond your region or state when searching for your next retreat facilitator.

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ABOUT THIS SHOW

Learn tactics and strategies you need to become an expert at raising money and building a high-performance fundraising program. There are Interviews with industry experts, as well as dozens of practical tactics you can apply immediately to raise more money, improve your program's effectiveness, and inspire you about the art of fundraising.

HOSTED BY

Tom Iselin

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The Fundraising Coach currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

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Learn tactics and strategies you need to become an expert at raising money and building a high-performance fundraising program. There are Interviews with industry experts, as well as dozens of practical tactics you can apply immediately to raise more money, improve your program's effectiveness, and...

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Who hosts The Fundraising Coach?

The Fundraising Coach is created and hosted by Tom Iselin.
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