The Fund Raising School (TFRS) produces a free, weekly, 10-minute podcast that provides fundraisers with the latest news and research about fundraising and philanthropy.
Hosted by TFRS Director Bill Stanczykiewicz, we launched the First Day Podcast in 2018 to create an informative resource and provide thoughtful discussion about commonplace and emerging issues in philanthropy.
The First Day Podcast is available weekly through The Fund Raising School App, as well as iTunes and Google Play. You may also sign-up to receive the podcast via email.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. welcomes Danny Gatling, Vice President for Advancement and Alumni Relations at Guilford College, to discuss strategies for fundraising with limited resources. With many nonprofits operating on tight budgets, Danny shares insights on how organizations can creatively maximize their impact by leveraging technology and adopting innovative fundraising techniques. He emphasizes that being resourceful is essential, especially for smaller institutions and organizations.
A key theme in their discussion is the use of technology to streamline operations. Danny describes how his team employed project management tools and automation to simplify processes like donor acknowledgments and correspondence. This "virtual conveyor belt" approach has freed up staff time for other critical activities. He notes that many of these technologies are surprisingly affordable, with tools costing as little as $5 per month, ensuring that even budget-conscious organizations can benefit from these efficiencies.
Danny also explores the potential of artificial intelligence (AI) in fundraising. He explains how AI tools can assist with writing donor letters, analyzing donor data to target key prospects, and developing customized strategies for engagement. While addressing concerns about AI being “cheating,” Danny clarifies that AI serves as a starting point, enabling fundraisers to focus on higher-level relationship-building tasks. He stresses that investing in subscription-based AI tools provides greater value and scalability for nonprofits.
The conversation shifts to the importance of building relationships with diverse donor bases through affinity groups—such as alumni of color, LGBTQIA+ networks, or even academic groups like biology graduates. Danny highlights how cultivating these smaller, organically formed communities can lead to larger networks of support. He advises fundraisers to engage with affinity groups thoughtfully, emphasizing that understanding their interests and values can create lasting, mutually beneficial partnerships. This people-centered approach, Danny notes, remains the heart of successful fundraising, even in a world increasingly driven by technology.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. welcomes Danny Gatling, Vice President for Advancement and Alumni Relations at Guilford College, to discuss strategies for fundraising with limited resources. With many nonprofits operating on tight budgets, Danny shares insights on how organizations can creatively maximize their impact by leveraging technology and adopting innovative fundraising techniques. He emphasizes that being resourceful is essential, especially for smaller institutions and organizations.
A key theme in their discussion is the use of technology to streamline operations. Danny describes how his team employed project management tools and automation to simplify processes like donor acknowledgments and correspondence. This "virtual conveyor belt" approach has freed up staff time for other critical activities. He notes that many of these technologies are surprisingly affordable, with tools costing as little as $5 per month, ensuring that even budget-conscious organizations can benefit from these efficiencies.
Danny also explores the potential of artificial intelligence (AI) in fundraising. He explains how AI tools can assist with writing donor letters, analyzing donor data to target key prospects, and developing customized strategies for engagement. While addressing concerns about AI being “cheating,” Danny clarifies that AI serves as a starting point, enabling fundraisers to focus on higher-level relationship-building tasks. He stresses that investing in subscription-based AI tools provides greater value and scalability for nonprofits.
The conversation shifts to the importance of building relationships with diverse donor bases through affinity groups—such as alumni of color, LGBTQIA+ networks, or even academic groups like biology graduates. Danny highlights how cultivating these smaller, organically formed communities can lead to larger networks of support. He advises fundraisers to engage with affinity groups thoughtfully, emphasizing that understanding their interests and values can create lasting, mutually beneficial partnerships. This people-centered approach, Danny notes, remains the heart of successful fundraising, even in a world increasingly driven by technology.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Genevieve Shaker, Ph.D., professor of philanthropic studies and Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy, about the role of celebrities in fundraising. Dr. Shaker shares insights from her research into how celebrities influence nonprofit fundraising efforts. While it's common to see celebrities endorsing products in the private sector, their involvement in philanthropy requires careful alignment between their values and the nonprofit’s mission to have meaningful impact. Unlike product endorsements, philanthropic donations are driven by personal values, which makes authenticity and credibility key when involving celebrities.
Dr. Shaker explains that while celebrity involvement can help increase awareness for a cause, the financial impact is often modest, unless in cases of urgent crises such as natural disasters. She cites the example of NFL star J.J. Watt, who raised millions for Hurricane Harvey relief, but notes that in general, celebrities do not guarantee a significant boost in donations. Rather, their role is more about drawing attention and generating visibility, leaving the nonprofit to handle relationship-building and donor cultivation.
The discussion also touches on changes in the media landscape over time, comparing old models like the Jerry Lewis telethon to modern approaches, such as livestream fundraising by YouTubers. Dr. Shaker emphasizes the importance of selecting the right platform and celebrity based on where the nonprofit’s audience and the celebrity’s fan base intersect. With today's fragmented media landscape, the alignment between the nonprofit’s mission and the celebrity's personal brand is more crucial than ever.
Dr. Shaker offers practical advice for nonprofits considering a celebrity partnership. She warns of potential risks, particularly if the celebrity faces a scandal, and stresses the importance of strategic planning. Aligning with a local celebrity or influencer, rather than a national figure, can sometimes yield better results, especially if the individual has a deep connection to the community or cause. As with all fundraising efforts, nonprofits must carefully weigh the benefits and risks before engaging a celebrity.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Ann Fitzgerald, founder of AC Fitzgerald, to talk about the critical role of donor stewardship in nonprofit success. Fitzgerald emphasizes that nonprofits often struggle with donor retention, noting a staggering 70% of new donors never make a second gift. She explains that effective stewardship—building relationships with donors after their initial gift—is the key to improving retention and increasing donor lifetime value.
Stewardship, Fitzgerald explains, begins after the donation is received. It involves not only the appropriate use of the funds but also maintaining a strong, ongoing relationship with donors. This requires prompt and meaningful acknowledgment, proper recognition, and regular updates on how their gift has made an impact. She advises nonprofits to personalize their engagement strategies for higher-level donors, ensuring that they feel valued and appreciated.
Stewardship, Fitzgerald explains, begins after the donation is received. It involves not only the appropriate use of the funds but also maintaining a strong, ongoing relationship with donors. This requires prompt and meaningful acknowledgment, proper recognition, and regular updates on how their gift has made an impact. She advises nonprofits to personalize their engagement strategies for higher-level donors, ensuring that they feel valued and appreciated.
Finally, the episode touches on the organizational mindset needed to foster a culture of gratitude. Fitzgerald encourages nonprofits to be intentional about stewardship, investing time and resources into nurturing donor relationships, not just acquiring new donors. With advancements in technology, such as AI tools for donor engagement, even smaller nonprofits can improve their stewardship practices and deepen donor loyalty.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Miguel Lopez, CFRE, Senior Manager of Development at the San Diego Foundation, to discuss the organization’s innovative El Camino Fund. Miguel shares his personal motivation for launching the fund, rooted in his experience as a first-generation Mexican American in San Diego. He highlights the Foundation's mission to address the wealth gap within the Latino community, which makes up 1.1 million residents of San Diego County. The El Camino Fund aims to invest $5 million over five years to bolster economic mobility and wealth generation in this community.
Miguel outlines the initial steps of the El Camino Fund, which focused on engaging Latino donors, a group historically overlooked by the foundation as philanthropists rather than recipients of aid. He details his process of conducting feasibility studies with Latino community leaders and donors to gauge their perception of the Foundation, discovering that many felt excluded. By reaching out and inviting these leaders to participate, the Foundation began shifting its narrative towards inclusivity, fostering trust through personal, one-on-one connections and transparent conversations about past and present initiatives.
The episode further explores the mechanics of the El Camino Fund, which operates as a community-led, pooled philanthropic effort. A Leadership Council of Latino community leaders advises on fund allocation, ensuring that the projects funded—such as workforce development programs and financial education initiatives—are culturally relevant and impactful. Miguel emphasizes the importance of this grassroots approach in building trust and engagement among Latino donors and ensuring the Foundation’s long-term connection with the community.
Reflecting on his journey, Miguel advises other nonprofits to embrace a human-centered approach, emphasizing the importance of listening and engaging directly with marginalized communities. He highlights that building trust and fostering authentic relationships takes time and patience but can lead to meaningful, long-lasting partnerships. The podcast wraps up with a nod to the broader implications of the El Camino Fund’s success in making the San Diego Foundation more culturally relevant, aiming to diversify its philanthropic reach and ensure its initiatives are reflective of the communities it serves.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Hava Goldberg, Director of Corporate and Major Giving for Habitat for Humanity Canada, and discusses what motivates fundraisers to stay with nonprofit organizations. Goldberg, who recently celebrated her seven-year anniversary at Habitat, shares her reflections on retention and what organizations can do to foster long-term commitment among their fundraisers. She emphasizes that while passion for the cause is important, it’s the organization’s culture, leadership, and environment that truly encourage fundraisers to remain.
Goldberg highlights key organizational factors that impact fundraiser retention, beginning with values alignment. She explains that fundraisers are more likely to stay when they feel connected to the organization’s values and play a role in shaping them. A positive work culture, where values are lived out at all levels of the organization, is equally essential. Moreover, fundraisers need autonomy to succeed—trusting fundraisers to lead, make decisions, and pursue professional growth creates a more fulfilling and productive work environment.
Drawing parallels between donor relations and fundraiser relations, Goldberg notes the importance of investing in fundraiser retention in the same way organizations focus on donor retention. Losing a key fundraiser can be just as costly, if not more so, than losing a major donor. Building deep, meaningful relationships with fundraisers, where both sides feel valued and supported, can lead to long-term success for both the individual and the nonprofit.
Goldberg offers advice for CEOs and boards: trust your fundraisers, provide them with the tools they need, and resist the urge to micromanage. When fundraisers feel empowered and supported, they’re more likely to thrive and meet key performance indicators, leading to stronger results for the organization. Balancing quantitative goals with the qualitative aspects of relationship-building is key to long-term success.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. chats with Woodrow Rosenbaum, Chief Data Officer for GivingTuesday, about the "Giving Pulse" tool—a data-driven approach to tracking generosity trends in the U.S. Woodrow explains that Giving Pulse provides weekly insights into American giving behaviors, helping nonprofits understand how and why people give. This tool surveys a representative sample of U.S. adults and reports quarterly on these trends, offering a real-time pulse on generosity.
The conversation looks at how this data is gathered and made representative. Woodrow highlights the use of census data to ensure diversity in the survey panel and discusses how income is factored in after data collection. He notes that generosity extends beyond donations to nonprofits, encompassing informal acts like mutual aid and community support. This broader perspective is essential for understanding how to engage more people in giving, especially those not typically targeted by traditional fundraising methods.
Woodrow also touches on a significant finding: nonprofit solicitation efforts have a direct impact on generosity. In Q2 2024, both solicitation and giving saw a downturn, showing how reduced engagement can limit opportunities for people to give. He stresses that fostering generosity isn’t just transactional but should be seen as a dialogue that invites diverse participation.
The episode wraps up with practical advice for fundraisers on using Giving Pulse data. Woodrow encourages nonprofits to shift away from focusing solely on high-net-worth donors and to embrace a more inclusive approach to fundraising. This inclusive strategy can unlock the potential for greater community support and foster a culture of generosity. For those interested, Giving Pulse data is available at www.givingtuesday.org/, alongside a helpful field guide for using this information to enhance fundraising efforts.
In this episode of "The First Day from the Fund Raising School," host Bill Stanczykiewicz, Ed.D. discusses the key findings of the 2024 Giving USA report with Josh Birkholz, CEO of BWF and Board Chair of the Giving USA Foundation. The conversation kicks off with the staggering headline figure—$557 billion in charitable donations, the highest ever. Adjusted for inflation, however, most donation sources show a decline, except for bequests. Birkholz clarifies that, unlike the stock market, these donations are "new gifts" each year, underscoring the sector’s continued resilience despite economic pressures like inflation.
Inflation plays a big role in the analysis of charitable giving, affecting both donor behavior and the perceived value of contributions. While everyday donors may feel the pinch, high-net-worth individuals continue to contribute significantly, often through structured vehicles like foundations and donor-advised funds (DAFs). Birkholz also emphasizes that giving has remained around 2% of the U.S. GDP, a consistent trend through economic highs and lows, signaling the cultural value Americans place on philanthropy.
A key topic of discussion is how charitable giving has evolved, especially with the rise of DAFs and other structured mechanisms that may distort perceptions of individual giving. Birkholz highlights that while mega-donors like Mackenzie Scott and Michael Bloomberg continue to make headlines, the ultra-high net worth segment saw fewer mega-gifts this year. However, he stresses that generosity remains robust, even if the methods of giving are changing, with more people opting for innovative ways to contribute.
The episode closes on a thoughtful note about the broader definition of generosity. Beyond the Giving USA data, Birkholz reminds us that acts of kindness, such as tipping generously or supporting GoFundMe campaigns, also reflect the American spirit of giving. Stanczykiewicz encourages nonprofits to adjust their fundraising strategies by factoring inflation into their goals, while continuing to connect with donors at all levels, reinforcing the joy and purpose behind charitable giving.
In this celebratory episode of "The First Day from the Fund Raising School," host Bill Stanczykiewicz, Ed.D. welcomes Lilya Wagner, Ed.D., CFRE, a pioneer in the world of professional fundraising, as they commemorate the 50th anniversary of the Fund Raising School. Lilya reflects on her early days in the profession, particularly when she transitioned from teaching to become Vice President for Advancement. She shares anecdotes from her first courses in the 1980s, taught by industry leader Hank Rosso, and emphasizes how far the field has come in gaining professional respect, credibility, and adopting ethical practices.
A significant part of the conversation focuses on the evolution of fundraising as a respected profession, both in the U.S. and globally. Lilya notes that discussions about whether fundraisers are merely technicians or professionals started decades ago and have led to the establishment of formal training and standards. She highlights how the Fund Raising School has played a key role in promoting accountability, sustainability, and transparency in the sector. Wagner's international perspective is particularly rich, as she shares her experiences teaching fundraising in over 101 countries, including former Soviet territories like Estonia, where the American fundraising model provided valuable insights.
Lilya also dives into her award-winning work on diversity in philanthropy, emphasizing the importance of recognizing generosity in underrepresented communities. She notes that although different cultures may give in various ways, the core principles of successful fundraising—building relationships, making a compelling case, and stewarding donors—remain universal. She shares how groups like Hispanics in Philanthropy and African-American Foundation Executives have helped amplify the diversity of voices in the sector and stresses the need for fundraisers to respect and adapt to cultural differences.
Lilya offers advice for the future of fundraising, urging professionals to stay grounded in evidence-based training and to avoid "quick fixes" in a saturated market of professional development resources. She encourages fundraisers to see themselves as leaders within their organizations, regardless of titles, by projecting professionalism and focusing on the larger impact of their work. As the Fund Raising School enters its next 50 years, the episode stands as a testament to the vital role that ethical, inclusive fundraising plays in building stronger communities worldwide.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Chad Gobel, MBA, a renowned fundraising consultant, about a novel approach to identifying major gift donors, particularly within healthcare organizations. Gobel, who has over 30 years of experience in philanthropy, discusses the importance of shifting the focus from traditional wealth-based identification methods to a more nuanced approach that combines wealth with gratitude. He emphasizes that while wealth might determine how much a donor can give, gratitude is a powerful driver in the decision to give in the first place, especially within healthcare settings where patients and families often feel thankful for the care received.
Gobel introduces a cutting-edge tool his firm has developed, which utilizes artificial intelligence and machine learning to predict which patients or families are most likely to give, based on a “gratitude score.” This tool assesses about 2,000 data points, including factors like the distance traveled for care, the length of stay, and the intensity of the care received. The model, which has proven to be three times more effective than traditional wealth screening methods, allows organizations to better allocate resources and identify the best prospects for major gifts.
The conversation also touches on how this gratitude-based approach can be applied beyond healthcare to other nonprofit sectors. Gobel suggests that organizations should first evaluate the role of gratitude in their relationships with constituents and then determine how to measure and score that gratitude. This approach could be especially beneficial for sectors like animal welfare, where the emotional bonds formed through services provided could translate into significant donor potential.
Stanczykiewicz connects the concept of gratitude to broader fundraising principles, such as linkage, interest, and ability, as taught at The Fund Raising School. He and Gobel agree that gratitude could be a key element in donor involvement and advocacy, enhancing the overall effectiveness of fundraising strategies. The episode underscores the importance of emotional intelligence and empathy in fundraising, aligning with the School’s philosophy of viewing these as “strong skills” rather than “soft skills.”
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Sara Konrath, Ph.D., a social psychology expert recognized for her research on empathy and its connection to philanthropic behavior. The conversation centers on recent findings from a study tracking empathy trends among Gen Z and Millennials. Initially, research from 1979 to 2009 revealed a concerning decline in empathy among young Americans, which was coupled with an increase in narcissism. However, new data shows a surprising "V-shaped" recovery in empathy starting around 2008, leaving researchers intrigued and searching for explanations.
Dr. Konrath explores possible factors behind this unexpected rise in empathy, ruling out economic conditions and social media as primary causes. Despite the popular belief that social media contributes to declining empathy, the study suggests otherwise, showing an increase in empathy even as social media use grew. Dr. Konrath discusses the complex relationship between loneliness and empathy, suggesting that rising loneliness might be driving a heightened sense of empathy among young people, as they seek connection and respond to the distress of others.
The episode also touches on the implications of these findings for the nonprofit sector. With empathy being a key motivator for charitable giving, the resurgence of empathy among younger generations offers a hopeful outlook for the future of philanthropy. Dr. Konrath emphasizes the importance of engaging Gen Z through meaningful volunteer opportunities, as their hunger for connection and desire to make a difference could translate into sustained philanthropic involvement, even if their current financial resources are limited.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. celebrates the 50th anniversary of The Fund Raising School with a special guest, Tim Seiler, Ph.D., who led the School for 20 years. Together, they take a nostalgic trip through the evolution of fundraising, sharing key insights from the school's history and the enduring principles that have shaped the field. Dr. Seiler fondly recalls the teachings of the School's founder, Dr. Henry Rosso, emphasizing the timeless mantra: "Fundraising succeeds when you plan, plan, plan, and ask." This strategy remains vital, though Dr. Seiler notes that modern fundraising requires additional focus on stewardship, accountability, and donor engagement.
The conversation shifts to how fundraising has adapted over the years, particularly in response to generational changes. Dr. Seiler highlights the growing skepticism of institutions among Millennials and Gen Z, which contrasts with the trust Baby Boomers once had. This shift has led to a greater emphasis on proving organizational worth and aligning missions with donors' personal values. He also touches on the changing techniques in fundraising, such as the rise of social media and the decline of reliance on large events, advocating for more intimate, meaningful gatherings that foster a sense of community.
One of the core themes of the discussion is the importance of ethical fundraising. Dr. Seiler passionately discusses how language and approach matter in building genuine, transformational relationships with donors. He underscores the idea that fundraising is not just about transactions but about inviting people to join in fulfilling a shared mission. This, he argues, is a key component of what makes fundraising a "gentle art" and a deeply rewarding experience for both fundraisers and donors alike.
The episode wraps up with a reflection on the ongoing relevance of foundational fundraising principles, such as the importance of relationships and the "four I's"—inform, invite, involve, and invest. Despite technological advances and new methods, these core tenets remain crucial to successful fundraising. The podcast also highlights the continued evolution of The Fund Raising School, with updated courses and resources designed to equip fundraisers with evidence-based practices rooted in both tradition and modern research.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. looks at the uncertain economic climate of mid-2024 and its potential impact on fundraising efforts. The big question on everyone’s mind: are we on the brink of a recession, or is it just a distant possibility? With conflicting signals from various economic indicators—like the rise in unemployment to 4.3%, fluctuations in the stock market, and a mixed performance in sectors like construction and manufacturing—Stanczykiewicz explores the nuances of these trends and what they might mean for nonprofit organizations.
Stanczykiewicz emphasizes that while the economy shows signs of both strength and potential decline, the principles of effective fundraising remain consistent. The key takeaway for fundraisers is to maintain strong, trust-based relationships with donors, focusing on their philanthropic values and motivations, which don’t waver with economic conditions. He notes that during economic downturns, organizations with solid donor relationships often retain support, even as overall charitable giving might see minor declines, typically just half a percent after inflation.
Additionally, Stanczykiewicz highlights the importance of preparing for potential recessions by building an operating surplus. While this may sound daunting, he reassures listeners that it’s a skill that can be learned and implemented, pointing to the training offered by The Fund Raising School as a resource. Moreover, he underscores the idea that fundraising should be a constant effort—recession or not—where every day presents an opportunity to share your nonprofit’s story and make a compelling case for support.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Abby Jarvis, Head of Content for Neon One. They discuss Neon One's new Recurring Giving Report, revealing significant trends and insights into the world of repeat donations. Abby breaks down the concept of recurring giving, explaining it as donations set to repeat at regular intervals, typically monthly. Surprisingly, the report shows a 127% increase in recurring donors between 2018 and 2022, suggesting that many donors are opting into these programs organically, without targeted fundraising efforts.
One standout finding is the remarkable long-term value of recurring donors. While annual donors might give more in a single year, they typically engage for just under two years. In contrast, recurring donors stay engaged for an average of eight years, creating a more stable and reliable funding stream for nonprofits. Abby emphasizes the emotional and personal connection these donors have with their chosen causes, which fosters long-lasting relationships. This deep connection is further evidenced by an analysis of over 13,000 donor notes, showing that recurring donors often express their personal identities and emotional investments in their contributions.
The conversation then shifts to the nonprofit organizations themselves. The data encompasses over 2,000 nonprofits of various sizes and sectors, revealing that larger nonprofits tend to capitalize more on recurring donations due to their greater resources and staff dedicated to these programs. However, Abby encourages smaller and mid-sized nonprofits to take cues from their larger counterparts and begin asking for recurring gifts. She highlights the importance of simply starting – enabling recurring donations on forms and communicating this option to donors through various channels.
As they wrap up, Bill and Abby discuss practical advice for fundraisers. The key takeaway is to start asking for recurring donations and to incorporate this option into regular fundraising appeals. By doing so, nonprofits can build deeper, long-term relationships with donors, leading to sustained support and increased funding over time. The episode underscores the potential of recurring giving programs to transform fundraising efforts and ensure the longevity and stability of nonprofit organizations.
In this special 50th-anniversary episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. welcomes Amir Pasic, Ph.D., Dean of the Indiana University Lilly Family School of Philanthropy. The discussion begins by reflecting on the Fundraising School’s impactful journey over the past half-century. Dr. Pasic emphasizes the importance of this milestone, noting the School’s significant contributions to the field and the global reach of its alumni, who consistently report increased fundraising success due to their education.
Dr. Pasic highlights the symbiotic relationship between higher education and professional development. He recalls how the School’s founder, Henry Rosso, integrated academic research into the curriculum to ensure a robust foundation for practical fundraising skills. This model, unique to the Fundraising School, allows for continuous innovation and adaptation in the field. Dr. Pasic points out that having academic and professional development programs under one roof enables immediate collaboration and synergy, enhancing the relevance and application of their research.
As the conversation unfolds, Bill and Dr. Pasic discuss the evolution of fundraising as a global profession. Dr. Pasic reflects on the international growth and professionalization of the field, fueled by cultural exchanges and the universal human inclination towards generosity. He discusses the dynamic nature of fundraising, likening its development to the global expansion of industries like music and film. This analogy underscores the burgeoning opportunities for learning and innovation in diverse cultural contexts, driven by shared principles of relationship-building and public service.
Looking ahead, Dr. Pasic offers a thoughtful perspective on the future of fundraising amidst rapid technological advancements and societal changes. He underscores the importance of choice and agency in philanthropy, encouraging fundraisers to embrace the evolving landscape with a sense of purpose and adaptability. Bill wraps up by highlighting the academic pathways available at the Lilly Family School of Philanthropy, including online Master’s programs and professional Doctoral degrees designed to integrate academic rigor with practical application. This episode not only celebrates past achievements but also inspires listeners to consider their role in shaping the future of philanthropy.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Julia Campbell, a fundraising consultant specializing in digital communications and storytelling for nonprofits. They discuss the art of storytelling to enhance fundraising efforts, emphasizing its power in connecting with donors on a human level. Julia underscores that stories are fundamental to human communication and processing complex information, which is why they are so effective in fundraising.
Julia addresses common challenges fundraisers face, such as determining which stories are worth sharing and navigating confidentiality issues. She highlights the importance of focusing on the "why" of an organization’s mission—its vision for the future and the problem it aims to solve—over the "what" and "how." She suggests thinking like journalists and looking for everyday anecdotes that reflect the mission’s impact, even if they don't involve direct client interviews.
The conversation moves to the ethical considerations of storytelling in fundraising. Julia advocates for a "Storyteller Bill of Rights" to ensure the subjects of stories have control over their narratives. Trust between the organization and the storytellers is crucial, as is the respect for their autonomy. She shares her own experience in developing trust with program participants and stresses the importance of evaluating whether the stories would make the storytellers proud if shared publicly.
Finally, Julia discusses the value of stories that don’t have happy endings. These narratives can be powerful fundraising tools by illustrating the ongoing challenges and needs within the organization’s mission. Authenticity about the difficulties faced and the progress being made helps donors understand the complexity of the issues and motivates continued support. The episode wraps up with a reminder of the practical courses offered by the Fundraising School, designed to equip nonprofit professionals with skills to enhance their fundraising strategies.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. emphasizes the critical role of a strategic plan as the foundation for successful fundraising efforts. He begins by likening the strategic plan to a "Big Bang" moment for nonprofits, stressing its pivotal role akin to the genesis of relationships or partnerships. Bill highlights a surprising statistic from his extensive nonprofit experience: many organizations lack a formal, written strategic plan, hindering their ability to articulate their mission, goals, and impact effectively.
Drawing on his own leadership experience, Bill recounts the impact of strategic planning on nonprofits, citing a significant foundation's insistence on seeing a strategic plan before awarding grants. He underscores how a well-documented strategic plan not only guides organizational strategy and programmatic decisions but also serves as a vital tool for fundraising, enabling nonprofits to clearly demonstrate to donors and stakeholders where their contributions will make a meaningful difference.
Bill walks listeners through the essential components of a strategic plan, including vision statements, mission statements, declarations, goals, and objectives. He emphasizes the importance of these elements in crafting compelling fundraising appeals and engaging with donors and volunteers effectively. By involving a broad range of stakeholders in the strategic planning process, including board members, staff, and external partners, nonprofits can ensure alignment with their mission and enhance their organizational governance and fundraising effectiveness.
Ultimately, the episode underscores the strategic plan's foundational role in nonprofit sustainability and growth, positioning it as not just a document but a roadmap for achieving impactful results and fostering donor confidence and support.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Dr. Gene Tempel, the founder of the Indiana University Lilly Family School of Philanthropy. Dr. Tempel shares the history and evolution of the Fund Raising School, which was established by Henry and Dottie Rosso in 1974 and later donated to Indiana University in 1988. He highlights how the School has transformed the field of fundraising by training nonprofit professionals to develop permanent fundraising infrastructures within their organizations, moving beyond the traditional reliance on external consultants.
Dr. Tempel reflects on his own journey with the Fund Raising School, starting as a student in 1980, where he was impressed by the comprehensive training methods and the vision of its founders. He discusses how Hank Rosso's innovative concepts, such as the systematic approach to engaging donors and the importance of training practitioners, laid the foundation for the School's enduring success. Dr. Tempel emphasizes the significance of integrating fundraising within academic and research institutions, which has allowed the School to maintain a strong focus on evidence-based practices and the broader context of philanthropy.
The episode also touches on the enduring principles of fundraising taught by the School, such as the joy of giving, the critical role of the Board, and the importance of a well-articulated case for support. Dr. Tempel highlights how technological advancements have evolved fundraising practices, yet the core concepts remain relevant. The Fund Raising School continues to adapt, offering a range of courses and certificates to meet the needs of today's nonprofit professionals, ensuring they are equipped with the latest tools and knowledge to effectively engage donors and support their missions.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Anna Pruitt, Ph.D., Managing Editor for Giving USA and Adjunct Faculty Member from the Indiana University Lilly Family School of Philanthropy. They discuss the 2023 findings from the Giving USA report. The total charitable giving in the United States reached a record high of $557 billion in current dollars, showcasing a 2% increase from the previous year. However, when adjusted for inflation, there was a slight decline, highlighting the impact of economic factors on philanthropic trends.
The breakdown of charitable sources revealed a significant milestone as foundations surpassed $100 billion in donations for the second consecutive year, representing a steady increase in their share of total giving. Despite this growth, individual giving, which remains the largest segment at $374 billion, saw fluctuations influenced by economic conditions and personal income levels.
Corporate giving also showed resilience, closely tied to GDP growth and corporate profits, although it did not keep pace with inflation-adjusted terms. Among the nine sub-sectors of charitable recipients, seven sectors experienced growth even after adjusting for inflation, with notable increases in areas linked to stock market performance and high-net-worth giving.
Looking back at multi-year trends, the data indicated that charitable giving in 2023 surpassed pre-pandemic levels, reflecting ongoing support despite global uncertainties. The episode underscored the importance of strategic fundraising planning based on these insights, emphasizing the role of Giving USA data in guiding nonprofit strategies for donor engagement and sustainability.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Angelica Suarez-Trujillo, a seasoned advisor at Resilia specializing in nonprofit capacity building. The discussion centers on the crucial practice of relationship-based fundraising in higher education and beyond. Angelica defines this approach as shifting from transactional to transformational relationships, where nonprofits and donors collaborate to create lasting impact. She emphasizes the importance of genuine human connections amidst the distractions and fast-paced nature of modern nonprofit work, drawing from her extensive experience in both coaching nonprofits and leading fundraising efforts herself.
Angelica underscores the common pitfalls nonprofits face in prioritizing tasks over relationships, highlighting her own past mistakes and those she's observed in her coaching role. She advocates for fundraisers to start by understanding themselves and their attitudes towards relationships and money, suggesting introspective exercises to overcome barriers to effective donor engagement. Angelica shares practical strategies for fostering meaningful connections, such as active listening, personalizing interactions based on donor interests, and demonstrating genuine appreciation beyond financial contributions. She encourages fundraisers to balance organizational goals with the quality of donor relationships, navigating pressures for quick results by staying true to core values of stewardship and genuine connection.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Karen Boyd, Ph.D., Economist and Director of Research at the Policy and Innovation Center, and discuss the evolving intersection of artificial intelligence (AI) and fundraising. She highlights the rapid advancements in AI technologies, emphasizing their potential to augment rather than replace human fundraisers. Addressing concerns around AI's capabilities and limitations, Boyd stresses the importance of understanding that AI tools are built on human-generated data, which inherently carries biases. She advocates for ethical use, urging fundraisers to leverage AI for tasks like initial draft writing and data analysis, thus freeing up time for more personalized donor interactions.
Boyd underscores the concept of "moral imagination" as crucial in philanthropy, distinguishing human abilities from AI's computational processes. She discusses practical strategies for nonprofits, including careful consideration of AI's impact on donor privacy and the ethical implications of using AI-driven donor prospecting algorithms. Boyd encourages organizations to align AI policies with their missions to ensure transparency and ethical use of data. Ultimately, she positions AI as a powerful tool for enhancing efficiency in fundraising operations while reinforcing the irreplaceable role of human empathy and creativity in building meaningful donor relationships.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. discusses the complexities of household charitable giving, aiming to dispel concerns regarding its purported decline. Stanczykiewicz begins by dissecting the oft-cited statistic that only 50% of households make charitable donations, suggesting that this figure may not accurately reflect the willingness of individuals to give. He challenges fundraisers to adopt a more inclusive approach, emphasizing the importance of reaching out to donors across all economic strata and recognizing the generosity of donors regardless of the size of their contributions.
Furthermore, Stanczykiewicz explores alternative perspectives on household giving behavior, pointing to the phenomenon of "bunching" where donors strategically consolidate their contributions to maximize tax benefits. He highlights the significant increase in donor-advised funds as another factor influencing charitable giving patterns. Despite varying survey results, which paint a nuanced picture of giving rates, Stanczykiewicz urges fundraisers to maintain a growth mindset, emphasizing the potential for impactful fundraising efforts to inspire generosity. Drawing on real-life examples, such as the heartwarming story of Demar Hamlin's crowdfunding campaign, which raised millions for children in need, Stanczykiewicz underscores the power of storytelling and community engagement in driving philanthropic action. Through informative and insightful discussions, "The First Day" provides valuable insights and strategies for fundraisers seeking to navigate the evolving landscape of charitable giving.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Patrick Rooney, Ph.D., Professor Emeritus of Economics and Philanthropy at the Indiana University Lilly Family School of Philanthropy, to discuss the impact of presidential elections and other world events on charitable giving. Dr. Rooney shares insights from decades of research, revealing that presidential campaign contributions have a negligible effect on overall philanthropic donations. Despite record amounts spent on elections, these contributions remain a small fraction of total household giving, and people typically separate political donations from their charitable contributions.
Dr. Rooney also addresses the effects of natural and man-made disasters on charitable giving. While such events often lead to a temporary increase in donations, this surge usually lasts only a few months and does not significantly impact long-term giving trends. He emphasizes that philanthropy is a core American value that persists through economic cycles and personal financial disruptions. Even during major economic downturns, like the Great Recession, charitable donations decrease but do not disappear, reflecting the resilience of philanthropic behavior.
The episode concludes with a discussion on the importance of fundraisers maintaining an abundance mentality. Dr. Rooney encourages fundraisers to focus on building long-term donor relationships and to seize opportunities to engage donors, even during election years or in response to disasters. By adopting a proactive approach, fundraisers can ensure a steady flow of charitable contributions and continue to drive their missions forward, leveraging the robust and enduring nature of American philanthropy.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Jessica Browning, MBA, Principal and Executive Vice President at the Winkler Group. They discuss the complexities surrounding major and mega gifts in fundraising. Jessica acknowledges the significant contributions of major donors like McKenzie Scott while also highlighting the pitfalls of over-reliance on such gifts. She underscores the danger of neglecting mid-level and smaller donors, emphasizing the importance of maintaining a diverse donor pipeline to sustain long-term fundraising success.
Moreover, Jessica discusses the shifting trends in philanthropy, including increased giving from foundations and the impact of changes in tax laws on donor behavior. She stresses the need for fundraisers to educate their boards on the importance of donor retention and the value of inclusive fundraising practices. By focusing on stewardship and understanding donors' passions beyond surface-level interactions, organizations can cultivate deeper relationships with donors across all income levels.
Overall, the episode encourages fundraisers to adopt a balanced approach that values both major and smaller donors while prioritizing donor stewardship and inclusivity. By diversifying fundraising strategies and fostering meaningful connections with donors, organizations can build a sustainable foundation for long-term philanthropic success.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., sheds light on the evolving landscape of donor demographics, particularly focusing on Millennials. Contrary to common misconceptions, recent economic data suggests that Millennials are not only financially stable but thriving. They are emerging as significant donors, surpassing Generation X in charitable giving per household.
One key indicator of Millennials' growing influence is their increasing homeownership rates, signaling stability and potential for increased charitable contributions. Surprisingly, Millennials also show a preference for traditional fundraising methods, particularly direct mail, amidst the digital age.
Furthermore, research highlights Millennials' inclination towards cause-driven and relational giving, emphasizing hands-on involvement and impact in philanthropy. They seek meaningful engagement and are eager to contribute their expertise and resources to charitable causes.
The podcast emphasizes the importance of recognizing and engaging Millennials as prospective donors, challenging outdated perceptions, and tapping into their philanthropic potential. By understanding their preferences and motivations, organizations can effectively cultivate relationships and expand their donor base to ensure long-term sustainability and impact in the nonprofit sector.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Diane Kaplan, Senior Fellow at Indiana University Lilly Family School of Philanthropy. In a revealing discussion on the nuances of nonprofit collaboration, Kaplan shares her insights from her extensive experience with the Rasmuson Foundation. She illustrates the power of strategic partnerships in leveraging the Foundation’s impact far beyond its initial financial capabilities. The Foundation under Kaplan’s leadership, utilized collaboration as a key mechanism to expand its influence and effectiveness in serving the community.
Kaplan elaborates on the Foundation’s strategic approach to broaden its reach and impact through active collaborations across Alaska and beyond. By initiating the "educational tour of Alaska for grantmakers," the Foundation not only showcased the unique challenges faced by the Alaskan communities but also successfully attracted substantial external funding. This innovative approach resulted in over $400 million in contributions aimed at addressing local needs, demonstrating the significant potential of well-orchestrated partnerships in philanthropy.
Highlighting the lessons learned through these collaborations, Kaplan stresses the importance of having all parties involved contribute and learn from the philanthropic process. She points out that physically bringing potential donors to see the challenges and opportunities firsthand radically improves understanding and commitment to support. This model of engagement has not only facilitated substantial financial support but has also fostered long-lasting relationships between various stakeholders, enhancing the overall effectiveness and sustainability of philanthropic endeavors in Alaska.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Amy Eisenstein, ACFRE and Steven Shattuck of Capital Campaign Pro, a unique platform designed to revolutionize traditional fundraising campaign consulting. Capital Campaign Pro assists nonprofit leaders in running their capital campaigns by offering a robust support system that includes an online toolkit, expert advisory, and peer group coaching. Their innovative approach is centered around training leaders to conduct their own donor interviews, thus maintaining transparency and strengthening donor relationships, a stark contrast to conventional consultant-led interviews where a third-party intermediary might inhibit open communication.
During the discussion, concerns about donor candidness in the presence of nonprofit representatives were addressed. Contrary to the worry that donors might withhold true opinions, Amy and Steven argued that direct interactions actually enhance dialogue authenticity and effectiveness. They asserted that familiar faces can elicit more genuine and detailed feedback, which is vital for the success of any campaign. This method not only builds trust but also fortifies long-term donor relationships; pivotal for ongoing support.
The podcast also looked into recent empirical research conducted by Capital Campaign Pro, which underscores the effectiveness of their methods. The study indicated a high success rate of 96% for campaigns utilizing their model, with the majority of these campaigns not negatively impacting the organizations’ annual funds. Interestingly, the data revealed that campaigns are equally successful regardless of the organization's size, encouraging smaller nonprofits that they too can achieve significant fundraising goals. This insight is particularly impactful, demonstrating that strategic, direct engagement and tailored support can empower all nonprofits to successfully navigate the complex landscape of capital campaigns.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Danielle Vance-McMullen, Ph.D., Assistant Professor at DePaul University and Dan Heist, Ph.D., Assistant Professor at Brigham Young University shared key findings from their extensive research on Donor Advised Funds (DAFs). Conducted in collaboration with the Donor Advised Fund Research Collaborative, their study included data from over 50,000 accounts and partnerships with 110 DAF sponsors. They uncovered that DAFs are predominantly utilized as mid-range philanthropic tools, with baby boomer generations being the primary contributors. Despite concerns about potential misuse for tax benefits, their analysis showed that only about one in nine accounts receive contributions annually, indicating broader philanthropic intentions.
Furthermore, the research highlighted the frequency of grant distributions from DAFs, with over 60% of accounts making grants annually and about 80% within a three-year period. These grants support various charitable causes, with a significant portion being unrestricted, allowing for flexibility in addressing community needs. Additionally, the study revealed that most DAFs have succession plans in place, ensuring continued charitable impact even after the original donor's passing.
Overall, the episode provides valuable insights into the behavior of DAF donors and emphasizes the importance of understanding the evolving landscape of philanthropy. The findings underscored the diverse motivations driving charitable giving and the role of DAFs in facilitating impactful grant-making to support communities and causes.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Christy Boysen, MA, CFRM, FCEP, the founding CEO of Apex Legacy Consulting, who has extensive experience in advising nonprofits on planned gifts. Boysen emphasized that while planned giving, such as setting up charitable remainder trusts, appears complex due to its involvement of various professionals like lawyers and financial advisors, the process can be simplified through collaborative efforts. She highlighted the benefits of planned giving not only for the donors, who can make significant tax-efficient contributions, but also for their families and the charities they choose to support.
Throughout the discussion, the need for education and engagement in planned giving was stressed as essential for overcoming the common reluctance among fundraisers. Boysen suggested that fundraisers should be proactive in learning about different planned giving vehicles and engage with donors through open-ended questions that align with their values and interests. This approach helps in uncovering opportunities for planned gifts, which are often overlooked due to the myths surrounding their complexity and the upfront effort required to understand and manage them.
Lastly, the podcast addressed the strategic importance of incorporating planned giving into overall fundraising efforts. Boysen argued that by educating both staff and donors about the simpler forms of planned giving, such as including a nonprofit as a beneficiary in wills or insurance policies, organizations can expand their support base significantly. The episode concluded with a call to action for fundraisers to adopt a more comprehensive and inclusive approach to fundraising, recognizing the potential of every donor to contribute through planned gifts, thus ensuring the financial sustainability and growth of their organizations.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Jamila Trimuel, Founder and CEO of Ladies of Virtue, an organization dedicated to empowering young girls in Chicago. They discuss the critical role of fundraising events within their overall strategy. Initially, their annual "Leading with Virtue Cocktail Reception" accounted for up to 50% of their budget, raising around $200,000 through corporate sponsorships, ticket sales, and auctions. While still important, the event now contributes 10-20% of their budget, signaling a strategic shift in fundraising tactics.
Beyond the event itself, Ladies of Virtue emphasizes the significance of post-event donor engagement and stewardship. They maintain relationships through various means, including personal meetings, virtual events, and launching a monthly giving campaign. Their approach involves thanking and involving key stakeholders like the host committee and honorees, ensuring continued support and involvement beyond the event. This ongoing engagement has been instrumental in the organization's growth, with their budget expanding from $40,000 to $1.5 million.
Jamila highlights the evolution of their fundraising strategy, emphasizing the importance of long-term relationship-building over one-off events. She advises fundraisers to focus on profiting from events while also considering the broader impact and opportunities for engagement throughout the year. This podcast episode underscores the power of effective donor stewardship in sustaining and growing nonprofit organizations like Ladies of Virtue, offering valuable insights for fundraisers seeking to maximize their impact.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Ron Schiller, Founding Partner and Senior Consultant at Aspen Leadership Group. In a detailed exploration of the dynamics within nonprofit organizations, particularly between the Chief Executive Officer (CEO) and Chief Development Officer (CDO), the podcast looks at the evolving landscape of fundraising and leadership. The discussion underscores the critical nature of the CEO-CDO partnership in not just propelling the organization's fundraising efforts but also in enhancing the job satisfaction of both roles. The dialogue reveals that successful fundraising is increasingly seen as a collaborative endeavor that demands a deep understanding and appreciation of each other’s capabilities, highlighting the shift towards a more integrated approach in leadership roles within the nonprofit sector.
The podcast also sheds light on the changing expectations placed upon CEOs regarding their involvement in fundraising activities. It notes a significant increase in the time CEOs devote to fundraising, reflecting a broader trend across various sectors of the nonprofit industry. This evolution signifies a growing recognition of the importance of fundraising proficiency in the selection and performance of CEOs. Furthermore, the conversation brings to attention the expanded role of CDOs that extends beyond mere fundraising to encompass a wide array of responsibilities such as board engagement, financial planning, and internal politics navigation. This expanded scope underscores the need for CDOs to possess a diverse skill set to effectively manage the complex facets of development and organizational growth.
Finally, the podcast emphasizes the importance of adopting an approach to fundraising, advocating for a shift away from traditional transactional methods towards a model that views philanthropy as a partnership. This paradigm shift aims to mitigate common apprehensions toward fundraising by fostering a collaborative environment that aligns the interests of the organization with those of its donors. Through sharing insights and engaging in honest communication, CDOs are encouraged to serve as vital liaisons, facilitating a deeper understanding of the organizational landscape for their CEOs. This approach not only enhances the fundraising process but also enriches the overall organizational culture, paving the way for more successful and fulfilling partnerships.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Coco Xiaonan Kou, Managing Director of Research at the Lilly Family School of Philanthropy, who discusses the Global Philanthropy Tracker, a comprehensive research project. The Global Philanthropy Tracker aims to understand cross-border philanthropic outflows from 47 countries, covering various stages of economic development. Unlike traditional measures like official development aid, the Global Philanthropy Tracker compares philanthropic giving to other major financial resource flows, highlighting the increasing role of private philanthropy in addressing global societal issues.
Coco explains that the Global Philanthropy Tracker's significance lies in its ability to quantify the impact of philanthropy on global development, showcasing its growth over the past decades. Despite challenges such as limited data availability, the research team's collaboration with international partners and thorough data collection methods ensure a holistic picture of cross-border giving. The podcast emphasizes the importance of understanding philanthropy's role alongside government aid, particularly in the face of crises like the COVID-19 pandemic, where philanthropy has shown resilience.
Moreover, the podcast discusses the implications of the Global Philanthropy Tracker findings for fundraisers and policymakers. Fundraisers can leverage the report to demonstrate the importance of supporting local initiatives and effective communication with funders. Meanwhile, policymakers can use the Global Philanthropy Tracker to understand the collaborative nature of global philanthropy and design policies to improve the environment for cross-border giving. Coco also calls for contributions from listeners to enhance future iterations of the report, underscoring the ongoing need for data to further understand and support cross-border philanthropy.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Otis Fulton, Ph.D., Vice President of Psychological Strategies at Turnkey, who discusses the intricate dynamics of donor motivations. He highlights a significant finding: engagement in nonprofits can positively impact life expectancy, underscoring the personal benefits donors derive from their involvement. Fulton challenges the conventional wisdom that giving is primarily driven by the organization's mission, asserting that donors are motivated by their own experiences and the social validation they receive from participating in charitable activities. Through his insights, he reveals the complexity of human behavior, emphasizing the role of social comparisons and the desire to maintain status within social groups as key drivers of charitable giving.
Moreover, Fulton addresses the pressing issue of income inequality and its implications for fundraising efforts. He notes a concerning trend where lower-income individuals, despite potentially having a higher propensity to give, may feel economically marginalized and less inclined to donate. This insight underscores the importance of inclusive fundraising strategies that reach donors across all income levels. Fulton advocates for approaches like peer-to-peer fundraising, which not only engage donors but also provide opportunities for them to connect with the organization's mission on a personal level, thus fostering long-term relationships.
Lastly, Fulton emphasizes the need for fundraisers to shift their focus from immediate returns on investment (ROI) to the long-term value of donors. He argues that while ROI is relevant in the for-profit world, the nonprofit sector should prioritize cultivating lasting donor relationships. By adopting a holistic view of fundraising that emphasizes lifetime donor value, organizations can ensure sustained support and engagement from donors, thereby fulfilling their mission more effectively. Through his holistic perspective and practical advice, Fulton offers fundraisers valuable insights into navigating the complexities of donor motivations and building successful fundraising strategies.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Jon Bergdoll, Associate Director of Data Partnerships from the Indiana University Lilly Family School of Philanthropy, who offers insights into the expected trends in charitable giving over the coming years. Jon discusses a study that looks at the intricate relationship between economic factors and philanthropic behaviors. While emphasizing the importance of fostering strong donor relationships, the discussion highlights the significant influence of economic indicators, such as wealth metrics and personal income levels, on shaping charitable contributions.
The study forecasts a 4% growth in total charitable giving for both 2024 and 2025, adjusting for inflation, indicating stability in the philanthropic landscape despite recent economic fluctuations. Notably, foundations are expected to experience robust growth, driven by the expansion of their asset bases. Projections suggest a substantial increase in foundation grants by 10% in 2024 and 5% in 2025, underscoring their pivotal role in driving philanthropy forward.
Conversely, individual giving is anticipated to grow at a slower pace of around 3% annually, reflecting broader economic trends such as wage growth and income disparities. Corporate giving is also expected to rise, albeit at a more modest rate compared to foundations and individuals.
The episode emphasizes the importance of incorporating inflation into fundraising budgets to ensure nonprofits remain financially resilient amid an evolving economic landscape. Overall, the episode provides valuable insights into the complex interplay between economic factors and charitable giving behaviors, offering strategic guidance for organizations navigating the philanthropic landscape in the years ahead.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Mark Ottoni-Wilhelm, Ph.D., professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy, who discusses the pressing issue of declining charitable giving in the United States, especially among younger demographics.
The episode covers an experiment researchers conducted using fundraising materials from a nonprofit organization to measure the effectiveness of different messaging strategies in attracting new donors and retaining existing ones. The experiment compared the impact of two main messaging strategies: a video showcasing the nonprofit's work and an email describing the hardships faced by its clients.
Results revealed that the video message was significantly more effective in increasing donor connections, particularly among women, while the email's impact was negligible. Importantly, the study highlights the need for fundraisers to be mindful of unintentionally evoking negative feelings in their messaging, as this can undermine effectiveness. By understanding the emotional and moral responses of donors, fundraisers can design more impactful and engaging campaigns.
Overall, the podcast underscores the importance of innovative approaches to donor engagement in the face of changing trends in charitable giving. By leveraging research-based insights and understanding donor behavior, fundraisers can adapt their strategies to effectively attract and retain donors, ultimately advancing the missions of nonprofit organizations in a challenging landscape.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Katrina VanHuss, Founder and Partner at Turnkey. Katrina highlights the critical shift away from transactional donor interactions towards fostering genuine connections among donors themselves, emphasizing the need to move beyond one-way communication models.
The conversation underscores the common oversight in nonprofit strategies, where considerable resources are invested in communicating with donors but little attention is given to enabling donors to engage with each other. Katrina explains the profound impact of community-building efforts, which not only deepen donor engagement but also foster trust and loyalty towards the organization and its mission. Drawing on examples like Relay for Life, the episode illustrates how nurturing a sense of community among donors can lead to significant fundraising success and provide invaluable support to individuals facing personal challenges.
The episode advocates for a strategic shift in fundraising practices, urging fundraisers to integrate community-building initiatives into their strategic plans. By understanding the operational dynamics of building donor communities and recognizing the tangible benefits it brings to both donors and the organization, fundraisers can enhance their effectiveness and achieve sustainable fundraising goals.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Jay Love, Co-Founder and current Chief Relationship Officer of Bloomerang. Jay emphasizes the necessity of prioritizing donor stewardship to improve retention rates. He suggests personalized approaches such as handwritten thank-you notes and phone calls, as well as involving board members in expressing gratitude to donors. Additionally, Jay stresses the significance of recognizing donors of all gift sizes, as major donors, although constituting a small percentage, provide the majority of funds. By implementing comprehensive stewardship strategies, organizations can build stronger relationships with donors and mitigate donor fatigue.
The episode highlights the nonprofit sector's deplorable state with an average retention rate of only 43-44%, significantly lower than what is required for commercial businesses to thrive. This discrepancy is attributed to various factors, including high turnover rates among fundraising professionals and a lack of expertise in donor nurturing among board members. Despite the immense importance of retaining donors, many organizations find themselves on a constant treadmill of seeking new donors rather than fostering relationships with existing ones.
The episode underscores the importance of treating donors as valued members of the nonprofit's family and acknowledges the need for consistent communication and recognition. Strategies such as segmenting donors and maintaining a communication plan are recommended to ensure that donors feel appreciated and engaged with the organization's mission. Ultimately, fostering a culture of gratitude and stewardship can lead to higher donor retention rates and sustained support for the nonprofit's initiatives.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Erinn Andrews, the founder and CEO of GiveTeam, a consulting firm specializing in philanthropic advising. Andrews identifies a crucial gap in the philanthropic advising profession, particularly in supporting donors in the top 2 to 10% bracket. While much attention is given to the top 1% of donors, those in the slightly lower bracket often lack tailored support despite their significant contributions. Recognizing this opportunity, Andrews established GiveTeam to cater to the needs of this segment and unlock their hidden generosity.
Andrews explains GiveTeam's advising model, which focuses on guiding donors through a reflective process to develop a charitable mission statement aligned with their values. Additionally, the team assists in structuring financial strategies and presents nonprofit options based on donors' priorities. By addressing the challenges donors face in strategic giving, GiveTeam aims to empower them to make more informed and impactful philanthropic decisions.
The discussion emphasizes the importance of ongoing engagement and stewardship post-donation. Andrews underscores the need for nonprofits to maintain regular communication with donors, providing updates on how their contributions are making a difference. This approach not only fosters stronger donor relationships but also encourages continued support and potentially increased giving over time. Through thoughtful reflection, personalized advising, and effective stewardship, GiveTeam seeks to maximize the philanthropic impact of donors in the top 2 to 10% bracket.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Gene Tempel, Ed.D. to discuss the foundational aspects that drive the success of nonprofit fundraising efforts. Central to the discussion is the concept of the "case for support," which underscores the necessity for nonprofits to articulate a clear and compelling rationale for their fundraising initiatives. This rationale is not just a narrative but a strategic alignment of the organization's mission with societal needs, serving as the cornerstone for both annual and capital campaigns. The emphasis is on the importance of this case for support, especially in capital campaigns, where the urgency and scope of fundraising are magnified to meet specific organizational expansions, such as new facilities or equipment, which directly address pressing societal needs.
The conversation broadens the understanding of capital campaigns, challenging the notion that they are exclusive to large entities like universities or hospitals. It is argued that capital campaigns are a viable strategy for nonprofits of all sizes, including local theaters and homeless shelters, all of which may require significant resources to expand their services or infrastructure. This inclusivity highlights the versatility of capital campaigns as a tool for organizational growth across the nonprofit sector. The dialogue underscores the importance of strategic vision in these endeavors, positing that a forward-looking perspective, one that promises an improvement over the present state, is critical in mobilizing donor support and achieving the campaign's objectives.
The podcast also addresses common pitfalls and misguided motivations that can derail fundraising campaigns, such as initiating a campaign based on envy or a perceived need to match the efforts of others without a solid case for support. Such motivations risk the credibility and effectiveness of the campaign, underscoring the need for a well-founded rationale rooted in the organization's mission and societal contributions. Moreover, the episode illuminates the broader impacts of successful campaigns, beyond financial achievements, highlighting how they can energize stakeholders, enhance the public image of the nonprofit, and lay a solid foundation for future growth and impact. This comprehensive discussion offers valuable insights into the strategic planning and execution of fundraising campaigns, emphasizing their critical role in enabling nonprofits to fulfill their missions and address societal needs effectively.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Gasby Brown. They explore the critical topic of succession planning in the realm of fundraising. The discussion centers on the challenges organizations face when key leaders, such as the chief executive officer or chief development officer, depart, leaving behind important donor relationships. The central theme is how to ensure a smooth transition and maintain fundraising efforts during leadership changes.
Gasby Brown emphasizes that succession planning should be a proactive and strategic process, not a reactive replacement of leaders. It involves identifying and nurturing potential leaders from within the organization, ensuring a strong bench of capable individuals who can step up when needed. Brown also stresses the importance of ethical practices, emphasizing that donors support the mission of the organization, not individual leaders. She recommends sharing donor information with the team and introducing them to donors during the transition to foster a sense of team spirit.
Inclusive leadership, where leaders involve their teams in decision-making and empower others, is highlighted as a key element in ensuring the organization's continuity and strength after a leader departs. The podcast underscores the ethical responsibility of leaders to develop successors and to focus on the greater mission of fundraising and philanthropy. Overall, it provides valuable insights into the importance of succession planning and maintaining donor relationships during leadership transitions in the nonprofit sector.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Hilda Vega, Deputy Vice President, Philanthropic Practice. The organization, celebrating its 40th anniversary, commissioned a significant study through the Indiana University Lilly Family School of Philanthropy. The study, titled "Latinx Philanthropy: Understanding Generosity Trends Across Latinx Communities in the United States," aimed to refresh and deepen the understanding of Latino donors' roles in philanthropy. This comprehensive study was designed to answer frequent questions about the philanthropic behaviors and challenges of Latinx communities and to contribute to the broader understanding of philanthropy's diversity and evolution.
The study brought to light several critical findings about Latinx philanthropy. It revealed that Latinx donors, like donors across the U.S., often give based on their values, family connections, and community needs. The research provided a unique blend of quantitative data and qualitative insights from focus groups, highlighting long-term trends in Latinx giving. Interestingly, it showed that Latinx giving mirrors broader U.S. trends, with a strong emphasis on family and community investment. However, the study also pointed out challenges, such as a decline in institutional trust and economic changes post-pandemic. Notably, the role of peer-to-peer giving, mutual aid, and remittances were underscored as significant aspects of Latinx philanthropy, with remittances playing a vital role in supporting entire communities in the donors' countries of origin.
The episode also looked into the implications of these findings for fundraisers and the importance of inclusivity in philanthropic efforts. As the Latinx population continues to grow and diversify within the U.S., understanding these trends is crucial for fundraisers, particularly those from different ethnic backgrounds. The study highlights the necessity for fundraisers to build genuine relationships with donors, understand their interests, and include Latinx communities in their efforts. The research indicates that as Latinx individuals establish themselves longer in the U.S., their capacity to donate increases. This generational and residency duration factor is essential for understanding donor behavior. The episode concludes with a call for more inclusive fundraising practices that recognize the unique and evolving role of Latinx donors in philanthropy.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Nikole Collins-Puri, former CEO and current adviser to Techbridge Girls, to discuss the pivotal role of storytelling in the realm of fundraising. Nikole, recognized as a leader in the philanthropic sector, provides insight into Techbridge Girls, a nonprofit with a 25-year history, dedicated to empowering black and brown girls in STEM education. The episode emphasizes while facts and numbers have their place in conveying impact, storytelling is equally vital for advancing an organization's mission, amplifying its message, and securing the resources needed to bring about societal transformation.
Nikole elaborates on Techbridge Girls' deliberate approach to collecting and organizing stories in a systematic "story bank" that includes categorization with keywords. This enables them to retrieve and share compelling stories tailored to different audiences, including donors, partners, and educators, to reinforce specific messages and goals. The organization's strategy involves training its entire staff to contribute to the story bank, ensuring that stories are gathered from various sources and channels. The podcast sheds light on the pragmatic use of Dropbox for this purpose, dispelling the notion that sophisticated, expensive tools are necessary for effective storytelling in nonprofits.
Nikole highlights an equity issue in the nonprofit sector, emphasizing that stories hold cultural significance and offer a more inclusive perspective on impact, particularly in communities of color. She advocates for a broader recognition of storytelling alongside quantitative data as a valid and meaningful way to measure impact. Her advice to nonprofits seeking to establish their own story bank is refreshingly straightforward: don't overthink it; stories are everywhere, and it's crucial to capture them in whatever way possible to share the transformative work being done.
This podcast episode not only underscores the importance of storytelling in fundraising but also provides practical insights on how nonprofits can implement a storytelling strategy to advance their missions and foster engagement with their supporters.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Muhi Khwaja, MPA, CFRE, CFRM, co-founder of the American Muslim Community Foundation (AMCF), discusses the organization's role and growth since its inception in 2017. With over $8.6 million in assets, AMCF operates numerous donor-advised funds and endowments, serving as a pivotal national platform for supporting the Muslim community in the United States. The Foundation's unique approach integrates Islamic charitable practices, like zakat, with modern philanthropy, thereby aligning donors' faith with their philanthropic endeavors.
The episode emphasizes the crucial role of Key Performance Indicators (KPIs) in assessing and enhancing fundraising effectiveness. KPIs serve as vital tools for predicting future performance and evaluating past results. Specific metrics like year-over-year donor retention are highlighted, showcasing their importance in setting accurate and informed fundraising goals. The conversation underscores the necessity for organizations to strike a balance between tracking these metrics and maintaining strong, personal donor relationships, a challenge that is often faced in the nonprofit sector.
Addressing nonprofits at various stages of development, the episode provides practical guidance on setting up systems to track KPIs. For organizations with adequate resources, investing in Customer Relationship Management (CRM) systems is recommended to efficiently manage donor data and fundraising activities. For those with limited budgets, simpler methods such as Excel spreadsheets are suggested. The key is to focus on essential metrics like cost per dollar raised and fundraising return on investment, ensuring a strategic and data-driven approach to donor management and fundraising activities.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., shares his thoughts on fundraising prospects for 2024. He begins by reflecting on the resilience of the United States' economy in 2023, despite earlier fears of a recession. This robust economic performance bodes well for fundraising efforts in the upcoming year, as it suggests that potential donors may have more disposable income to contribute.
Stanczykiewicz also discusses factors like inflation and consumer spending, highlighting that inflation rates have been steadily decreasing, relieving some of the pressure on charitable giving. Furthermore, he points out the strength in consumer spending, as demonstrated by significant increases during events like Cyber Monday. These positive economic indicators collectively paint a promising picture for fundraising organizations aiming to secure donations in 2024.
The podcast episode underscores the importance of donor relationships, emphasizing that fostering and maintaining strong connections with supporters is crucial for successful fundraising. To this end, the fundraising school is adding more curriculum on donor stewardship to reinforce this key principle. Additionally, Stanczykiewicz touches on the role of artificial intelligence (AI) in fundraising, as it continues to evolve rapidly, helping automate various operational tasks and allowing fundraisers more time to engage with donors. Lastly, the episode highlights the historical trend that charitable giving tends to increase during presidential election years, dispelling concerns that political campaign donations might negatively impact charitable contributions.
Listeners can benefit from Stanczykiewicz's deep insights into the economic landscape and its implications for fundraising in 2024, along with valuable advice on maintaining strong donor relationships and leveraging AI for more efficient fundraising efforts.
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.
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.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Mark Wilhelm, Ph.D., professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy, to distill over two decades of research into the world of philanthropy and fundraising. The discussion centers on the multifaceted motives that drive individuals to contribute to charitable causes. Mark identifies two primary categories of motives: collective motives, where people engage in philanthropy to create a collective product for the greater good, and private benefit motives, which encompass personal feelings of duty, satisfaction, or self-improvement. This categorization underscores the importance of recognizing the unique motivations of donors.
The conversation looks at the dynamic nature of charitable giving, challenging the notion of a static donor base. Mark emphasizes that donor behaviors can change over time, and fundraisers should focus on transitioning occasional donors into regular contributors. He likens fundraising to a dynamic motion picture, urging fundraisers to adapt to evolving donor motives and behaviors.
To effectively engage donors, the podcast suggests a personalized approach. Rather than crafting generic messages that attempt to address all possible motivations, fundraisers are encouraged to tailor their appeals to align with individual donor motives. This nuanced understanding of donors can lead to more effective and resonant fundraising efforts. Fundraisers are reminded that their work requires discernment and leadership in navigating the complexity of donor motivations.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Elizabeth Lynn, the Project Director for the Lake Institute on Faith and Giving at Indiana University's Lilly Family School of Philanthropy. The discussion centers on the dynamic relationship between faith and philanthropy. The Lake Institute's primary focus is to explore how faith commitments and values inform charitable giving and how these patterns of giving shape both faith communities and broader societal actions.
Elizabeth explains the Lake Institute conducts research, supports other organizations in their research efforts, and offers educational programs aimed at helping leaders engage their constituents in faithful giving and generosity. They recognize the evolving nature of faith and giving, with many religious institutions rethinking how they utilize their resources, including property and endowments. To address this, they have launched the "Story Shelf," an online resource library containing stories of faith communities reimagining their resources, forging new partnerships, and engaging in creative acts of generosity. These stories serve as inspirational tools for religious leaders to spark imagination and foster discussions on how they can align their resources with their values.
The podcast also touches on various stories available on the Story Shelf, such as a Lutheran congregation in Washington, D.C., partnering with a Jewish congregation to share their space and an Episcopal Church in Cincinnati using part of its endowment to support local social entrepreneurs. These real-life examples showcase how faith communities are adapting to changing circumstances and aligning their resources with their values. The Lake Institute's Story Shelf is a valuable resource for religious congregations and organizations seeking inspiration and new approaches to philanthropy and generosity.
To access these stories and learn more about the Lake Institute's work, you can visit their website.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Shivant Shrestha, a research associate at the Indiana University Lilly Family School of Philanthropy. The episode looks at a study aimed at mapping nonprofit spending on climate change in the United States. This research seeks to understand the amount of money U.S.-based nonprofits are allocating towards climate change initiatives, dividing these efforts into two primary categories: mitigation, which focuses on preventing the impacts of climate change, and adaptation, which involves adapting to its effects. The primary purpose of the study is to establish a baseline for understanding which efforts receive the most attention and funding, aiding fundraisers, funders, and policymakers in directing resources effectively.
The methodology of the study involved a survey of 130 U.S. nonprofit organizations of various sizes and budgets, ranging from under $500,000 to over $20 million. These organizations were selected to represent a broader spectrum of about 3,200 U.S.-based nonprofits partly or wholly involved in climate change or environmental work. The survey data was weighted against this larger sample to ensure representativeness. The sample included not only environmental nonprofits but also organizations from other sectors like education and arts, which have programs related to the environment or climate change. This comprehensive approach underscores the interconnected nature of different sectors in addressing climate issues.
The study's findings reveal significant insights into nonprofit spending on climate change. It estimates that U.S. nonprofit organizations spend between $7.8 and $9.2 billion annually on climate change-related programs and activities, with philanthropic sources contributing approximately 88% of this funding. The breakdown of climate expenditure shows that about 49% is spent on mitigation activities, 14% on adaptation, and 15% regranted to other organizations. An interesting aspect highlighted is the reliance of the climate change sector on philanthropic funding, which is significantly higher than in other sectors of U.S. nonprofits. Additionally, the study identified a funding gap in certain tactics, with policy-based approaches being the most utilized yet also the most in need of additional funding. This comprehensive analysis provides a valuable baseline for understanding and enhancing philanthropic efforts in combating climate change.
Business Sector Fundraising with Dwight F. Burlingame, Ph.D. Featuring Chapter 38 from Achieving Excellence in Fundraising, Fifth Edition. November 27 | 0:19:37
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Dr. Dwight Burlingame, Professor Emeritus of Philanthropic Studies and Glenn Family Chair in Philanthropy at Indiana University Lilly Family School of Philanthropy. Dr. Burlingame, recognized as a pioneer in this field, co-authored Chapter 39 of "Achieving Excellence in Fundraising," which covers the nuances and strategies of business sector fundraising. This episode provided a comprehensive overview, illuminating the historical context, theoretical frameworks, and practical applications of corporate giving to nonprofit organizations.
Historically, corporate giving has evolved significantly, influenced by various models that Dr. Burlingame and his peers have identified through extensive research since 1996. Four primary models were highlighted: corporate responsibility, ethical and altruistic, political, and stakeholder. The corporate responsibility model underscores a company's societal obligations, linking its community contributions to its core mission of profitability. The ethical and altruistic model debates the true nature of altruism in corporate giving, focusing on community well-being. The political model explores corporate giving as a means to gain political advantage, either internally within the company or externally. Lastly, the stakeholder model, which has gained popularity over the last three decades, emphasizes the importance of considering all stakeholders of a company, including customers, vendors, and employees, and how these relationships intertwine with the company's overall business strategy.
The discussion also ventured into the practical realm, addressing how nonprofits can effectively approach and engage with the business sector for fundraising. Emphasizing the alignment of nonprofit missions with corporate philanthropic values, the podcast underlined the importance of developing a strategic fundraising plan that caters specifically to the business sector. This involves understanding the historical and current philanthropic activities of companies and identifying common points of contact, such as shared vendors or board members. The episode concluded with the notion that understanding and aligning with the various philanthropic motivations of businesses can greatly enhance the effectiveness of fundraising efforts in the nonprofit sector.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Una Osili, Ph.D and Sitashma Thapa to dive into a groundbreaking research study focusing on charitable giving trends by race and ethnicity. They discuss the research findings, revealing that economic downturns have affected donors of all backgrounds, leading to declining rates of giving. Particularly, the Great Recession had a lasting impact on donors of color, taking them longer to recover. This highlights the importance of understanding how economic shocks affect philanthropy and the need for discussions around wealth-building, financial literacy, and economic resilience.
The study examines charitable giving among five racial and ethnic groups: Caucasian, Black, Hispanic, Asian, and Native Indian. It unveils a significant decline in household giving among all these demographics, both before and after the Great Recession. The podcast emphasizes that philanthropy is not a one-size-fits-all approach and highlights the often-overlooked informal forms of philanthropy, such as private transfers, giving circles, and Mutual Aid, which play a crucial role in communities of color's generosity.
Furthermore, the podcast underscores the importance of diversifying donor databases for nonprofit organizations. It urges fundraisers to reach out to a more diverse pool of donors and engage with them authentically, respecting their preferences and motivations for giving. The podcast concludes by highlighting a successful case study, the Smithsonian African-American Museum, which engaged donors from various backgrounds, showcasing the potential for organizations to build meaningful partnerships and exceed their fundraising goals. The research study and podcast offer valuable insights for nonprofits navigating the evolving landscape of philanthropy in a diverse and changing America.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Ben Miller, Senior Vice President of Data Science and Analytics at Bonterra. The duo discuss the latest trends in charitable giving for the first quarter of 2023, providing valuable insights for nonprofit professionals. Miller explains the role of the Fundraising Effectiveness Project, which, in collaboration with AFP and GivingTuesday, analyzes anonymized data from over 20,000 organizations to understand donor behavior. The discussion highlights the project's methodology, focusing on its unique approach to data collection that excludes large medical and educational institutions, thereby offering a more representative analysis of trends in the broader nonprofit sector.
Miller reveals a concerning decline in both the number of donors and the total amount of donations, contextualizing these figures against the significant increases seen during the COVID-19 pandemic and social justice movements of the past years. They discuss long-term trends observed since 2012, which indicate a shift towards fewer donors contributing larger amounts, likely influenced by socio-economic factors and changes in societal engagement. The episode emphasizes the importance of understanding these trends and adapting fundraising strategies accordingly, to ensure inclusive and effective philanthropy across all sectors of society. The podcast concludes by highlighting the need for further research and data analysis to navigate the evolving landscape of charitable giving.
Overview of Grantmaking Foundations with Pat Danahey Janin, Ph.D. and Angela Logan, Ph.D. Featuring Chapter 38 from Achieving Excellence in Fundraising, Fifth Edition. November 6 | 0:17:19
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Pat Danahey Janin, Ph.D. and Angela Logan, Ph.D. as they discuss the intricacies of fundraising and foundation engagement. Learn why foundations should be a part of your nonprofit’s fundraising strategy but not the sole focus, as the hosts emphasize the importance of diversifying your funding sources.
Gain valuable insights into the different types of foundations, including private, family, and community foundations, and discover how each has a unique role in the grantmaking landscape. Understand the various approaches that foundations take when making grants, from setting agendas to supporting existing initiatives and strengthening communities.
This episode also provides practical tips on conducting thorough research, following foundation guidelines, and building meaningful relationships with foundation staff. Explore the nuances of foundation fundraising and unlock new opportunities for your nonprofit. Tune in now to sharpen your fundraising skills and navigate the complex world of grantmaking foundations with confidence.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Una Osili, Ph.D. and Jon Bergdoll from the Indiana University Lilly Family School of Philanthropy, to dissect the findings from the Bank of America Philanthropy Study. Explore how affluent donors are sustaining high rates of giving, the recovery in volunteering post-pandemic, and the notable role of women in philanthropic decision-making. Discover how younger donors are broadening the philanthropic landscape and the diverse donation vehicles affluent households are leveraging.
This episode offers invaluable insights and operational strategies for fundraisers eager to engage with affluent donors effectively. Dive into an enlightening discussion on the recent trends in charitable giving among affluent households in our latest podcast episode.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by Kathleen Loehr, a leading fundraising consultant, to explore the proven practices that empower fundraisers to tap into the incredible potential of women donors. Kathleen shares her deep passion for women’s philanthropy and reveals fascinating insights from the Women's Philanthropy Institute at Indiana University’s Lilly Family School of Philanthropy.
Discover the key takeaways from years of research, including how gender differences profoundly influence motivation, behavior, and charitable decision-making. Did you know that women now make or influence a staggering 75% of household philanthropic decisions?
Kathleen introduces the game-changing “Proven Practices” website, a treasure trove of resources designed to equip fundraisers with the knowledge and tools to engage women donors effectively. Explore the user-friendly assessment tool to gauge your organization’s readiness to attract women donors.
Discover the six principles outlined on the website, offering a clear roadmap for success:
Start with finding insights.
Seek input from women donors.
Design for broad support and sustainability.
Involve leadership.
Don’t wait for perfection; start and evolve.
Embrace cultural change by including historically underrepresented groups.
Kathleen’s inspiring stories of success demonstrate how intentional engagement with women donors leads to increased support, community involvement, and broader impact.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. is joined by experts Danielle Vance-McMullen, Ph.D. and Dan Heist, Ph.D. as they look into the world of Donor Advised Funds (DAFs). They explore the fundamentals of DAFs, offering a comprehensive guide for fundraisers looking to tap into this unique giving vehicle.
Discover what a Donor Advised Fund truly is and how it functions as a charitable checking account hosted by organizations like Community Foundations or Fidelity Charitable. Learn how donors can contribute, receive immediate tax deductions, and make strategic gifts to nonprofits over time.
Explore the diverse landscape of DAF donors, debunking the myth that they are exclusively ultra-wealthy individuals. Find out how to engage with DAF donors, recognize them among your existing supporters, and cultivate meaningful relationships.
Unlock the nuances of acknowledgment and stewardship when receiving DAF gifts. Understand the importance of thanking DAF donors and the unique considerations around tax implications.
This podcast equips fundraisers with actionable strategies for navigating the world of Donor Advised Funds, ensuring they maximize their fundraising potential. Whether you’re a nonprofit professional or a curious donor, this episode provides valuable insights into the evolving philanthropic landscape.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Rashad Zakee Nelms, Associate Vice President for Strategy and Innovation at Indiana University, as he shares his profound insights on the coaching mindset in leadership, especially within the realm of fundraising.
Rashad’s remarkable background spans 18 years of service with the United Nations World Food Program, where he worked in challenging locations across the globe, ensuring food resources reached those in need. In this enlightening discussion, Rashad delves into the coaching mindset, unveiling three key principles that can transform leadership in times of change.
Discover the power of:
Crafting emotionally compelling narratives to drive decision-making beyond mere facts and figures.
Sharing power with your team, empowering them to contribute innovative ideas and strategies.
Establishing accountability through clear performance metrics and timelines, fostering a culture of excellence.
The profound connection between leadership and philanthropy, emphasizing the importance of donor-centric approaches and the art of listening to donors’ unique needs and aspirations.
Whether you’re a seasoned leader or an aspiring one, this episode offers a wealth of knowledge and actionable insights that can elevate your leadership skills and help you steer your fundraising team towards greater success.
In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D. sits down with Susan Madon, MBA, CFRE, a seasoned fundraiser and the author of “The Disappearing Donor.” Susan shares her unconventional approach to teaching fundraising through her suspenseful novel, offering invaluable insights into planning, leadership, and adaptability in the nonprofit sector. Discover the art of inferring fundraising lessons while exploring the intriguing plot set in a quirky Museum of Vegetable Culture, where theft sets the stage for mystery and fundraising challenges.
Whether you’re a fundraising professional or simply curious about the world of nonprofit fundraising, this episode promises a delightful blend of storytelling and practical expertise that you won’t want to miss.
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.
In this informative episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., explores digital fundraising worldwide with our guest, Shivant Shrestha. Shivant discusses the findings of the groundbreaking study titled “Digital for Good,” which explores emerging philanthropic trends across eight diverse countries, including Brazil, China, India, Kenya, Singapore, South Africa, South Korea, and the United Kingdom.
You’ll discover:
How contactless giving, including mobile and online donations, witnessed significant growth, especially during the COVID-19 pandemic.
Insights into the state of cryptocurrency giving in different nations, with varying levels of adoption and regulatory factors.
The rise of donor-advised funds as a popular philanthropic vehicle, with examples from Singapore and the UK.
The unique landscape of impact investing in different countries, reflecting their economic and social environments.
The evolving nature of workplace giving, considering the changing work dynamics in the digital age.
Gain valuable insights into the global digital fundraising landscape and learn how these trends can inform your philanthropic efforts, whether you’re a fundraiser in the United States or engaged in cross-cultural fundraising worldwide. Don’t miss this engaging discussion on the future of philanthropy in the digital era.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
Principles of Donor Relationswith Patrick Dwyer, Ph.D. and Susan Perry Featuring Chapter 17 from Achieving Excellence in Fundraising, Fifth Edition. November 14 | 0:14:19
Marketing for Strategic Fundraisingwith Marnie Maxwell and Aja Pirtle Featuring Chapter 16 from Achieving Excellence in Fundraising, Fifth Edition. October 17 | 0:13:15
Budgeting and Evaluation in Fundraisingwith Erik J. Daubert, MBA, ACFRE Featuring Chapter 15 from Achieving Excellence in Fundraising, Fifth Edition. October 3 | 0:16:24
Researching Prospective Donorswith Cathy Brown and LaKoya Gardner Featuring Chapter 14 from Achieving Excellence in Fundraising, Fifth Edition. September 19 | 0:13:42
Articulating a Case for Supportwith Tim Seiler, Ph.D. Featuring Chapter 13 from Achieving Excellence in Fundraising, Fifth Edition. September 5 | 0:14:29
Fundraising Essentialswith Jeri Pat Gabbert and Paula Jenkins Featuring Chapter 12 from Achieving Excellence in Fundraising, Fifth Edition. August 22 | 0:14:04
Fundraising Across Nonprofit Subsectorswith Anna Pruitt, Ph.D. Featuring Chapter 8 from Achieving Excellence in Fundraising, Fifth Edition. August 8 | 0:12:42
Fundraising for Advocacy and Social Justicewith Shariq Siddiqui, Ph.D. and Kathi Badertscher, Ph.D. Featuring Chapter 10 from Achieving Excellence in Fundraising, Fifth Edition. July 25 | 0:16:09
Philanthropy and Fundraising Around the Worldwith Charles Sellen, Ph.D. and Lilya Wagner, Ed.D. Featuring Chapter 9 from Achieving Excellence in Fundraising, Fifth Edition. July 11 | 0:17:49
The Why Behind The How In Fundraisingwith Ruth K. Hansen, Ph.D. Featuring Chapter 4 from Achieving Excellence in Fundraising, Fifth Edition. May 31 | 0:17:55
Legal Aspects of Fundraisingwith Phil Purcell Featuring Chapter 3 from Achieving Excellence in Fundraising, Fifth Edition. April 25 | 0:14:10
Ethical Fundraisingwith Dr. Gene Tempel and Anne Bergeron Featuring Chapter 2 from Achieving Excellence in Fundraising, Fifth Edition. April 18 | 0:13:20
Your Personal Philosophy of Fundraisingwith Dr. Gene Tempel and Dr. Sarah Nathan Featuring Chapter 1 from Achieving Excellence in Fundraising, Fifth Edition. April 4 | 0:15:35