All Episodes

Episode 302: The Why and How to Say NO to a Philanthropic Gift

Episode 301: Integrating Program Staff Into Donor Relationships Without Diluting the Philanthropic Process

Episode 300: Communication and Outreach By Generational Need

Special 20: The Great Philanthropists - Dolly Parton: Making a Difference Directly

Episode 299: Looking to Create Accountability for the Team: Here is how to do it

Episode 298: Qualification: The Difference Between Interest and Philanthropic Interest

Episode 297: Creating a Quantifiable Risk Assessment for that Significant Solicitation

Episode 296: Getting Naming Opportunities Correct

Episode 295: The Need for Internal Collaboration with Donor Strategy

Episode 294: Fighting the Familiarity Paradigm to Lead Change

Episode 293: Do we realize that women are the key to the next 25-50 years of philanthropy?

Episode 292: Are We Giving Donors All the Options, Vehicles, to Give?

Episode 291: Taking Over A GO’s Portfolio: Easier Than You Might Think

Episode 290: When Absolutely Necessary – The Why and How of Changing the Nonprofit Mission

Episode 289: The Seven Deadly Sins and the Relationship to Philanthropy

Episode 288: The Donor Wants to Give: Why Aren't We Asking?

Episode 287: Happy Birthday America: Celebrating Freedom Around the World and with Philanthropy

Episode 286: The Use of Data and Removing Bias - Known and Unknown

Episode 285: Mapping Donor Networks: Influencer Dynamics

Episode 284: The Donor Waltz Three Conversation Sequencing that Builds Momentum

Special 19: The Great Philanthropists - Andrew Carnegie: The Starting Point of Modern Philanthropy

Episode 283: Qualification Calls – Meetings: Getting to the Point and Not Wasting Time or Resources

Episode 282: A Physical Stewardship Matrix: Creating, Having, and Using One

Episode 281: Podcast 300 - Fighting a Failure of Imagination

Episode 280: Truly Fighting the Term Overhead in our Nonprofit Work

Episode 279: Succession Planning at All Levels: How to Not Get Caught in Bad Transition

Episode 278: Fractional Work: How to Make It Work

Episode 277: Where Advocacy Ends - Good and Lobbying Begins - Bad

Episode 276: Shooters Keep Shooting: How to Overcome that Fundraising Drought

Episode 275: Emotional Quotient-Intelligence in Philanthropy – the Office, Donors, and Teamwork

Episode 274: The Importance of Culture: How to Ensure the Right One to Drive Results

Episode 273: Has Fundraising Work Really Changed much in 50 Years: A Question to be Answered

Episode 272: The Fundraisers Bill of Rights - What we Should be Looking for to Achieve Success

Episode 271: Communication Fatigue in a Hyperconnected World - Better mass communication tactics

Episode 270: Using Faith Based Fundraising Lessons in Secular Organizations

Episode 269: Peer to Peer Fundraising: Expectations and Getting It Right

Episode 268: Interim Leadership: What to do From the Staff and Leader Perspective

Episode 267: How to Work with a Family After Loss - It is all About Them and Gratitude

Episode 266: Being the CPO, The Chief Political Officer: Moving Fundraising Forward Internally

Episode 265: Dealing with Adversity for an Organization, And my Favorite Saying

Episode 264: Counting Planned Gifts for MGO's: Incentives that Drive the Correct Behaviors

Episode 263: Why NOW is the Time for Planned Giving Conversations with Donors

Episode 262: Nonprofit Predictions - Looking into 2026

Episode 261: Looking Back and Evaluating HP's 2025 Predictions Made in Dec of 2024

Episode 260: When to Start a Support Foundation: Rationale and Implications

Episode 259: Endowment Restrictions by Donors or by the Board - How to Create the Proper Options for Both

Episode 258: Cultivating Multigenerational Family Donors

Episode 257: Thanksgiving Gratitude Benefits

Episode 256: Using the Salon (Exclusive Small Gatherings) to Elevate a Cause, Deepen Relationships

Episode 255: One Time (micro) vs. Longitudinal (macro) Storytelling: Creating Connection Over time

Episode 254: Annual Giving Troubles - Try Behavior Economic in Appeals

Episode 253: The Why and How to Create Board Level Metrics and Dashboards

Episode 252: Being Ready for When Bad or Inaccurate Info Hits Social Media

Episode 251: How to Communicate the Need for Operational Support through Unrestricted Giving

Episode 250: Understanding Millennials and Gen Z as Givers-Donors

Episode 249 - The Importance of Embracing Mental Health Wellness in the Office

Episode 248: How to Effectively Use Texting to Build the Relationship

Episode 247: Gamifying Calls and Rejection: How to Compete for Those Calls and Meetings

Episode 246: When the Political Becomes Part of the Donor Relationship

Episode 245: No Established Portfolio: How Many Calls Do I Have to Make?

Episode 244: Cultivating Generosity Over Time: The Best Gifts Don't Just Show Up

Episode 243: Why Obligatory Giving Stinks for Donors - How to Move Toward Passion Discussions

Episode 242: Board Mission Drift - The importance of keeping on point with mission based strategy

Episode 241: Counting vs. Accounting - How to Recognize Fundraising Activity and Follow Finance Rules

Episode 240: How to Make Decisions with Limited Data: Creating Forward Momentum

Episode 239: What do we need in a Philanthropic Leader: Not just Experience and Age, for Sure

Episode 238: How to Overcome Fear in Relationship Building - Embracing Call and Visits with Unknown People

Episode 237: The Relationship Building Process - Stages from the Donor's Perspective

Episode 236: Crisis Fundraising - How to Best Raise Money During an Organizational Challenge

Episode 235: The Bamboo Rules with Fundraising: How to Understand the Long Term Investment for Success

Episode 234: How Philanthropy Offices and Leaders Can Appropriately Push an Organization Toward Needed Strategy

Episode 233: Creating Second Time Repeat Donors: Needing Speed and Personalization to Succeed

Episode 232: Episode 250!!! Realizing the Unknown Impact One Has on Others

Episode 231: Stewardship for Unrecognized / Anonymous Donors: Recognition Does Not Equal Less Contact

Episode 230: Creating Choice Architecture for Donor Giving Options: Strategic Yet Not Overwhelming

Episode 229: The Strategic Importance for 3 to 5 Year Metrics in Annual Giving

Episode 228: Proposals that are Dormant - What to do and how to do it

Episode 227: The Psychology of Timing - When to Make the Ask and How to Know

Episode 226: Ethical Considerations in Donor Influence and Recognition

Episode 225: Creating a Systematic Feedback Loop with Donors – Post Gift

Episode 224: Defining Strategy for a Board - The Key to Ownership and Meeting Community Need

Special Edition 18: The Great Philanthropists - Steve and Connie Ballmer

Episode 223: Who Actually "Owns" a Non-profit and Why is that Really Important?

Episode 222: The Data Driven Rationale for Physicians as ACTIVE Referral Agents, Faculty, Boards

Episode 221: How to Better Deal with Donor Advised Funds - Acquisition, Communication, and Retention

Episode 220: Up-skilling and Why it is Important to You

Episode 219: Screening in Philanthropy: Yesterday, Today and Tomorrow, And the Need for Embracing AI

Episode 218: How Emotions/Life Perspective of Others Affect You: How to Deal with Negative People

Episode 217: Endowing Positions Outside of Higher Education - Strategic priority but terribly underused

Episode 216: To Automate and/or Individualize Stewardship - Maximum Output with Outside Assistance

Episode 215: The Cornerstone of Fundraising - TRUST How to get and keep it with Prospects and Donors

Episode 214: Institutionalist vs. Change - How to Keep the Basic Core of who you are While Embracing Change

Episode 213: Your Nonprofit is Directly Affected by a Natural Disaster - What Should You Do?

Episode 212: Comparing Philanthropy to Sales – Similarities, Difference and Learned Lessons

Episode 211: Looking into the Future - Philanthropy Predictions for 2025

Special Edition 17: The Holiday Nonprofit Team | Staff, consultants, leadership, donors – Holiday Style

Episode 210: Reviewing Philanthropy Predictions Made in Dec 2023 for 2024. Is 80% correct possible?

Episode 209: Creating and Using and Advisory Group to Benefit the Nonprofit and the Volunteers

Episode 208: The Critical 10 Seconds of Moves Management-Qualification to Cultivation - What to Do

Episode 207: Thanksgiving for Trust and Faith - Realizing your Impact on Others