Looking for your next nonprofit job? Want to lead a nonprofit organization? Dr. Patton McDowell (www.pattonmcdowell.com) brings the best in nonprofit career development to each episode, helping you find the perfect nonprofit opportunity and guiding you along the path to senior leadership in the philanthropic sector. Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 250 nonprofit organizations and their staff and board leaders. Your Path to Nonprofit Leadership features more than 120 interviews with nonprofit leaders and philanthropy experts, as well as deep-dive solo episodes and other special editions. Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life. Learn more at: https://www.podpage.com/your-path-to-nonprofit-leadership/
#380: Relationships Shape Everything: What Leaders Must Know to Build Community (David “Dae-Lee” Arrington)
Episode Summary
Many nonprofit leaders believe they've built real community and trust within their organizations — but David “Dae-Lee” Arrington argues that what looks like connection is often just proximity, and that gap is costing leaders more than they realize. Founder and CEO of Bridge Builder Leadership in Charlotte, NC, Dae-Lee shares how his own journey - from a Black, working-class neighborhood in Norfolk, Virginia to a mostly white, affluent Charlotte suburb at age nineteen - sparked a career spent helping leaders move from transactional relationships to transformational ones. He introduces the idea that “growth can hide fragmentation,” explains why psychological safety and trust function as an under-built layer of leadership infrastructure, and walks through the three-question framework: Who Am I? Who Are They? Who Are We? that grounds his Bridge Builder cohorts. Listeners will walk away with a concrete first step for building trust across difference, and a challenge to examine whether their own relationships are truly authentic or simply convenient.
About Dae-Lee
David “Dae-Lee” Arrington is the Founder and CEO of Bridge Builder Leadership, a Charlotte, NC-based organization that builds relational capacity and trust infrastructure among leaders across sectors, race, and generation. Raised in the Huntersville neighborhood of Norfolk, Virginia, he moved to Charlotte at nineteen in 2001, an experience that reshaped how he thought about community and connection across difference. He studied multimedia web design at the Art Institute of Charlotte and spent his early career split between the tech and entertainment worlds, working as a producer and recording artist while using music to bring people together in Charlotte's faith community and later as part of the Creative Mornings leadership team. Prompted by conversations with fellow leaders following the death of Keith Lamont Scott in 2016 and the events of 2020, Dae-Lee launched Bridge Builder Leadership to help leaders build the relational foundation - self-awareness, trust, and authentic connection - that he believes is missing from most leadership development. Over the past five years, he has led ten cohorts of leaders through that work, and describes himself, fittingly, as “an introverted lover of people.”
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379: How to Treat Every Donor Like a Major Donor (Derric Bakker)
Episode Summary
Nonprofit leaders and fundraisers are exhausted, and the instinct when results slip is to simply work harder. In this episode of Your Path to Nonprofit Leadership, Derric Bakker, Founder & CEO of DickersonBakker, argues that today’s struggle is not a down cycle teams can out-hustle but a structural shift in how people give, driven by demographics, the widening wealth gap, fraying community and religious ties, and donors who now expect the personalized experience every consumer brand delivers. Returning after his 2022 conversation (Episode #181), Derric makes the provocative case behind his new book: the relational behaviors long reserved for the top 1 percent of major donors, listening first, personalizing every touchpoint, stewarding consistently, and protecting trust, can become the operating system for fundraising at every level. He explains where AI makes that possible at scale, where it must never replace the human on the other end, and what a practical first step looks like, from rethinking donor survey data to reimagining portfolio size and gratitude. Listeners come away with a clear-eyed diagnosis of why the old model broke and a hopeful sense of the leadership and board decisions that move an organization toward a better way.
About Derric
Derric Bakker is the Founder & CEO of DickersonBakker, a fundraising consulting and agency firm that helps nonprofit organizations grow, thrive, and make a bigger impact, with a team of more than 50 working with over 100 clients a year. Across more than three decades in the sector, Derric moved through three chapters, roughly a decade as a frontline practitioner, a decade in consulting, and leadership of the firm he launched in 2010 that later merged to become DickersonBakker, and he is now entering a fourth focused on writing, teaching, and thought leadership as Andrew Olson takes the helm as president. Mentored early in his career by the legendary Jerry Panas, Derric built his expertise on relationship-based major gift fundraising, the foundation of his new book. Reflecting on the pace of change, he often points out that nearly everything about the work has been transformed by technology since he started, yet many of fundraising’s core assumptions have stubbornly stayed the same.
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378: The Money Myths Holding Your Nonprofit Back (Sean Hale)
Episode Summary
Too many nonprofit leaders quietly avoid their own finances, trusting that a clean audit or a capable CPA means everything is handled, and that blind spot can put a mission at real risk. In this episode, Patton talks with Sean Hale, founder of Nonprofit CFOs, who busts five money myths that hold organizations back: that the audit has them covered, that finance is the CPA’s job, that nonprofits aren’t supposed to make a profit, that confusing financial reports are just part of the territory, and that you say yes to whatever a funder asks. Drawing on more than two decades inside the sector and a contrarian, plain-English style, Sean explains what a standard audit actually does and doesn’t catch, why a whistleblower policy and strong internal controls protect an organization far more than people realize, how an executive director can engage with the numbers in twenty minutes a month without becoming a bookkeeper, and why building a modest annual surplus is one of the smartest things a board can do. Listeners will walk away with practical, doable steps to raise financial literacy across their whole organization and the confidence to push back when a grant simply isn’t worth the cost.
About Sean
Sean Hale is the founder of Nonprofit CFOs, a team of finance and accounting professionals who provide nonprofits across the country with bookkeeping, fractional and interim CFO support, and special projects such as grant due diligence. His path into the sector started early: his mother led a nonprofit for thirty years, and his first job there involved pushing a broom for minimum wage. As an adult, Sean has worked in the sector since 1999, wearing nearly every hat across four different nonprofits over twenty-one years before launching his own practice. He found that he could make the biggest difference in the finance and administrative side of the work, helping organizations get their operations buttoned up so they can focus on mission. Known on LinkedIn for his sassy, contrarian, and occasionally grumpy take on nonprofit finance, Sean is on a mission to help leaders ditch the jargon, ask better questions, and stop accepting the pain.
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377: Stop Pushing Harder: How Great Nonprofits Build Momentum (Suzanne Smith)
Episode Summary
Nonprofit leaders are exhausted, pushing harder and still feeling stuck. Suzanne Smith, Founder and CEO of Social Impact Architects, offers a different path. Drawing on sixteen years of consulting and her forthcoming book, The Nonprofit Flywheel, she reframes Jim Collins’s flywheel for the social sector: translate business practices, don’t transplant them. Suzanne walks through the six elements, impact, brand, revenue, and operations, held together by culture and governance, and explains why momentum builds only when all six align. She shares proof from the TACA arts accelerator in Dallas, where participating organizations saw average budgets rise roughly 40 percent and foundation support climb 77 percent, then challenges leaders to rethink old norms through what she calls Nonprofit 2.0. Listeners walk away with a practical diagnostic for finding the friction in their own organizations and a reminder that lasting impact comes from working smarter, not harder.
About Suzanne
Suzanne Smith is the Founder and CEO of Social Impact Architects, a social change agency in Dallas, Texas, that helps nonprofits, government agencies, and cross-sector systems move from stuck to strategic. Describing herself as “trilingual” in nonprofit, government, and business, Suzanne began her career as a lobbyist after earning a government degree from the University of Texas, then went on to complete her MBA at Duke, where she studied social entrepreneurship under pioneer Greg Dees. Over the past sixteen years she has founded nonprofits, served as a board chair, and taught the next generation of social entrepreneurs as an educator and consultant. She writes the Social TrendSpotter newsletter, a top nonprofit publication on Substack, and her TEDx talk, Everyone Is a Changemaker, reflects her belief that anyone can make a difference. She calls herself half therapist, half mechanic, a nod to her therapist mother and her love of finding the right tools to get unstuck.
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Episode 376: Who Should Be Part of Your Strategic Planning Process? (Renee Rubin Ross)
Episode Summary
Too many strategic plans end up gathering dust on a shelf, or worse, frustrating the very people who were left out of building them. In this episode, Renee Rubin Ross, Ph.D., Founder of The Ross Collective and author of the new book Inclusive Strategic Planning, makes the case that who you involve in planning matters just as much as the plan itself. Drawing on more than twenty planning processes, she walks through her five-step spiral, kickoff, discovery, prioritization, planning, and implementation, and introduces a simple framework for deciding who belongs in the room: deciders, builders, and sharers. Renee explains how to know whether your organization is even ready to plan, how to scale the work up or down when capacity and funding feel shaky, and how to keep a plan alive through consistent communication and disciplined implementation. Nonprofit leaders will come away with a practical, inclusive approach that turns planning into a source of energy, alignment, and focus rather than another document destined for the shelf.
About Renee
Dr. Renee Rubin Ross is a recognized leader in board and organizational development and strategy, and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, she guides leaders and organizations through strategic plans and governance processes that deepen social change, racial justice, engagement, and community strength. Renee is the author of Inclusive Strategic Planning: A Five-Step Process to Expand Energy, Alignment, and Opportunity. She also directs the Nonprofit Management Certificate program at Cal State University East Bay, where she teaches strategic planning and board development. A past board member of the Alliance for Nonprofit Management and a member of the Technology of Participation facilitators’ network, she earned her doctorate in education and Jewish studies from New York University, where her research explored parent participation in schools. She lives in Northern California.
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375: Outrageous Kindness: A Framework for Unlocking Philanthropic Potential (Kristina Joy Carlson)
Episode Summary
When disruption hits, many nonprofit leaders go quiet and wait for conditions to settle before they act, and that pause quietly signals to donors and communities that the mission can wait too. In Episode 375, Kristina Joy Carlson, CFRE, Founder and CEO of Outrageous Kindness, makes the case that perfect is never coming, and that the leaders who keep moving are the ones who build the strongest relationships. Drawing on decades in global philanthropy and a personal season of loss and recovery, she walks Patton through her KIND Method: Know More (challenge the assumptions that quietly kill donor relationships), Impact (reconnect to your own why so authentic passion does the persuading), Navigate (communicate honestly and bring a plan when funding shifts), and Deliver (do what you said, then circle back so people know their gift mattered). Along the way she offers a simple impact audit any leader can run today, a reframe of asking as a muscle you strengthen with use, and a reminder that asking a good question and truly listening may be the most outrageous kindness of all. Listeners will leave with a practical roadmap for leading with generosity when the conditions are anything but ideal.
About Kristina
Kristina Joy Carlson, CFRE, is the Founder and CEO of Outrageous Kindness, a mindset, method, and movement she built to help nonprofit organizations create stronger relationships, healthier cultures, and greater impact. She has spent most of her career in global philanthropy, helping organizations connect with people, engage donors, and grow the resources that fuel their missions, work that took her into campaigns, leadership transitions, and seasons of significant disruption. The daughter of a fundraiser and minister, she learned early that generosity changes the giver, the people around them, and the community, a conviction that now anchors her writing, speaking, and consulting. She is the author of Outrageous Kindness and will keynote the North Carolina Philanthropy Conference on September 3 with a talk titled “Perfect Isn’t Coming.” Based in Oxford, Mississippi, she leads through hard seasons with the same belief she teaches: your circumstances do not define you.
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Episode 374: A Roadmap to Nonprofit Excellence: What Most Leaders Miss (Lauren Deiorio)
Episode Summary
Most nonprofit leaders don’t fail because of mission. They get stuck running one part of the operation well while neglecting the rest, often because they rose through programming and never learned the business of running an organization. In this episode, Lauren Deiorio, President & CEO of the Community Foundation for Ocala/Marion County, shares the Roadmap to Success, a practical tool she helped build that breaks nonprofit excellence into nine “destinations”: governance, HR, financial management, fundraising, communications, technology, strategic collaborations, community empowerment, and grant strategy. Drawing on a finance and public accounting background and nine years leading her foundation, Lauren explains why treating your nonprofit like a business, with engaged boards, strong internal controls, diversified revenue, and clear communications, is what earns donor confidence. She offers a concrete way to put the roadmap to work as a self-assessment, pairing a staff member with a board member on each destination throughout the year. Listeners will walk away with a mental checklist for diagnosing where their organization is strong, where it’s vulnerable, and exactly where to start.
About Lauren
Lauren Deiorio is President & CEO of the Community Foundation for Ocala/Marion County, where she leads a nonprofit resource center dedicated to helping local organizations grow stronger and run more like a business. Originally from Louisville, Kentucky, Lauren earned a degree in finance and spent years in public accounting before moving into the philanthropic sector, first as the fund development director for her local school district and then, for the past nine years, at the helm of the Community Foundation. A self-described numbers person who joined her local public relations association to sharpen her communications skills, she co-created the foundation’s Roadmap to Success, now in its second edition with an accompanying workbook nonprofits across the region use as a self-study guide. Based near Orlando, she’s a fan of common-sense customer service, and has led her own staff through a book study on the subject.
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#373: Turning Leadership Transitions into Organizational Breakthroughs (Jeffrey R. Wilcox, CFRE)
Episode Summary
Most nonprofits treat leadership change as an emergency to survive rather than a future to plan for — and the cost of that blind spot is mounting. In this episode, Jeffrey R. Wilcox, CFRE (ret), CEO of Third Sector Company and founder of the Interim Executives Academy, names the “perfect storm” that has left the sector unprepared: taboo conversations about people, resource development defined only as money, a scarcity mindset that turns pipelines into pipe dreams, an unmanaged generational shift, and boards and staff running on separate tracks. Drawing on a career that began at United Way and 25 years building the field of interim leadership, Wilcox reframes succession planning as the stewardship of a purpose rather than the replacement of a person, and makes the case for the professionally trained interim executive as a catalyst — not a stopgap — for organizations bridging their proudest past and their hoped-for future. Listeners will come away with a practical, five-part view of what real succession planning requires, a sharper sense of when an interim is the right call, and a renewed conviction that the sector’s most valuable asset has always been its people.
About Jeffrey
Jeffrey R. Wilcox, CFRE (ret), is CEO of Third Sector Company and founder of its Interim Executives Academy and Interim Development Directors BootCamp, and a nationally recognized pioneer in leadership succession solutions for community-impact organizations. An author, columnist, and popular speaker, he advises nonprofits, trade and professional associations, and congregations on succession planning, talent development and retention, and strategic interim executive solutions. His early career was spent at United Way, including as Senior Vice President of Community Development for the United Way of Greater Los Angeles, where he watched countless organizations treat leadership change as a surprise, a project, and an interruption — an experience that became the impetus for the firm he founded in 2002. Since then, Third Sector Company has served more than 900 organizations across the West Coast, Southwest, Pacific Northwest, and Western Canada, and was named a “Top 10” Interim Executive Services firm by Manage HR Magazine in 2023 and 2024; its Academy is the oldest and longest-running certificate program of its kind in the U.S. and Canada. The former nonprofit columnist for the Long Beach Business Journal, Wilcox authored The Nonprofit Leader of the New Decade in 2010 and remains a tireless advocate for returning nonprofit leadership to its cause-based, movement-focused, activist-driven roots.
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Episode 372: The Culture Work No One Warns You About in a Nonprofit Merger (Marcia Beckner)
Episode Summary
Too many nonprofit leaders treat a merger as a last resort, proof that something failed, when it can be the boldest strategic move they make. In this episode, Marcia Beckner, Founder and CEO of Culture CARES® Global, reframes merger as a path to greater impact, drawing on her own experience founding MyLifeLine Cancer Foundation and merging it into the Cancer Support Community. She covers how to know when a merger is right, why ego is so often the real obstacle, and why culture, not finances or strategy, is where mergers quietly succeed or fail. Marcia shares her CARES® framework (Commitment, Appreciation, Respect, Engagement, Safety) as both a diagnostic and a roadmap for integrating two teams into one healthy, psychologically safe organization. Listeners will walk away seeing partnership not as surrender, but as a way to better fulfill their mission alongside others.
About Marcia
Marcia Beckner is the Founder and CEO of Culture CARES® Global, where she coaches nonprofit CEOs and executive directors to build healthy, inclusive workplaces and reduce sector burnout. She is the architect of the Culture CARES® Framework, a proven process for measuring and co-creating organizational culture. In 2007 she founded MyLifeLine Cancer Foundation, a digital community born from her own stage 3 ovarian cancer diagnosis in her twenties, which she led for nearly a decade before merging it into the global Cancer Support Community in 2018, where she went on to serve as VP of Digital Strategy and Chief Culture Officer. She holds a degree in Organizational Psychology, is a certified Dream Manager® and Talent Insights Analyst, and is the author of You Are Meant for Great Things. Based in Denver with her husband and four nearly-launched kids, she’s an avid reader and traveler.
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371: Stop Scaling, Start Listening: Building Nonprofits That Actually Work (jacob adams)
Episode Summary
Too many nonprofits have become experts at performing impact - hitting metrics, writing polished reports, scaling programs - without ever stopping to ask whether they’re actually changing the lives of the people they serve. In this episode, Patton sits down with jacob adams, Founder and Executive Director of Inner Spark Learning Lab in Los Angeles, to explore what it looks like when a nonprofit is genuinely built around the community it exists to serve. jacob traces his journey from Teach For America to founding STEM to the Future in 2017 to rebranding as Inner Spark Learning Lab, a shift that happened when he realized STEM was never really the point. He introduces the Human Learning Systems framework and walks through Inner Spark’s Listen→Try→Reflect→Adapt→Share cycle: a living approach to program design that treats service work as ongoing experiment rather than fixed delivery. He talks candidly about what real community listening looks like in practice, what it costs to stop a program that isn’t working, and why he shares the messy middle publicly - even when funders want a more polished story. Leaders who feel the tension between accountability and authenticity will find both challenge and permission in this conversation.
About jacob
jacob adams is the Founder and Executive Director of Inner Spark Learning Lab, a community-centered education nonprofit based in Los Angeles, California. jacob launched the organization in 2017 as STEM to the Future before rebranding to reflect a deeper commitment to what actually drives young people’s growth: curiosity, relationships, and genuine responsiveness to what communities say they need. His work is grounded in the Human Learning Systems framework, and he is known in the sector for practicing — and publicly modeling — the kind of reflective, adaptive leadership he believes the nonprofit sector urgently needs more of. Before founding Inner Spark, jacob served with Teach For America, an experience that shaped his conviction that proximity to community is not a program feature but a leadership discipline.
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370: How to Stop Losing Half of Your Recurring Donors (Dave Raley)
Episode Summary
If your organization celebrates a 42% recurring donor retention rate (the national average), you may be focusing on the wrong number - because the real story is the 58% you’re losing every year. In this follow-up to Episode #301, Patton welcomes back Dave Raley, Founder and CEO of The Center for Sustainable Giving in Poulsbo, Washington, for a deeper dive into sustainable giving. Dave unpacks the two distinct faces of donor churn - involuntary (failed credit cards) and voluntary (donors who choose to leave) - and explains why treating them the same way is one of the most expensive mistakes a nonprofit can make. He introduces a practical three-part retention model - Affirm, Engage, Appeal - and makes the case that the middle step is where most organizations quietly lose the relationship. He also shares the data behind upgrade campaigns, including what a 25% average gift lift looks like in practice and when in the donor lifecycle to run one. Whether your organization is flying blind on churn or ready to move from knowing to doing, this episode delivers clear, immediate steps you can take this quarter.
About Dave
Dave Raley is the Founder and CEO of The Center for Sustainable Giving, based in Poulsbo, Washington, where he helps nonprofit leaders build recurring giving programs that retain donors and grow long-term revenue. With a background spanning nonprofit fundraising strategy, technology, and the subscription economy, Dave has become one of the sector’s leading voices on donor retention, passive churn, and the structural shifts required to move organizations from transactional to relational fundraising. He is also the author of The Wave Report, a research publication tracking trends in sustainable giving, and was previously the founder of Imago Consulting. Dave joined Patton first on Episode #301 and returns here with deeper frameworks and sharper tools for leaders ready to act.
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369: No Money, No Mission: Rethinking How Nonprofits Are Built to Survive (Ryan Dewey Smith)
Episode Summary
Most nonprofits don’t fail because their mission stops mattering - they fail because the structure holding that mission together was never built to last. In this episode, Patton sits down with Ryan Dewey Smith, Founding Executive Chairman & CEO of Inperium, Inc., based in Reading, Pennsylvania, to explore the structural fault lines quietly threatening even well-intentioned organizations. Ryan draws on more than a decade of building Inperium’s constellation model - a networked alternative to traditional mergers that preserves local autonomy while delivering shared back-office infrastructure, access to capital, and best-in-class talent - to explain why so many nonprofits wait too long to raise their hand, and what it costs the people they serve when they do. From navigating board resistance and staff fear during affiliation to the discipline of leading from strength rather than desperation, Ryan brings a practitioner’s candor to the structural questions most leaders quietly avoid. Listeners will walk away with a sharper understanding of the early warning signs of organizational vulnerability, and a concrete alternative to going it alone.
About Ryan
Ryan Dewey Smith is the Founding Executive Chairman & CEO of Inperium, Inc., a national nonprofit parent company headquartered in Reading, Pennsylvania, that provides shared back-office infrastructure, access to capital, and operational support to a constellation of 34 behavioral health and human services organizations operating across 20 states. Ryan founded Inperium after spending more than two decades as CEO of his own nonprofit serving individuals with intellectual disabilities - an experience that exposed firsthand the structural fragility most mission-driven organizations quietly carry. His forthcoming book, Sustaining the Mission, to be published by Forbes in September 2026, chronicles Inperium’s journey and offers a roadmap for nonprofits seeking lasting resilience without sacrificing the autonomy that makes their work meaningful.
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368: Before You Merge: Five Factors Every Nonprofit Leader Must Weigh (Staci Barfield)
Episode Summary
For too many nonprofit leaders, the word “merger” lands like a verdict, a sign something has gone wrong. Staci Barfield, Senior Director of Consulting Excellence at Armstrong McGuire in Cary, NC, argues the opposite: a merger belongs early on a leader’s strategic menu, not at the end. Drawing on her work facilitating the Arise Collective and MATCH (Mothers and Their Children) merger, Staci walks Patton through the full continuum of collaboration and unpacks the five factors every leader should weigh: mission alignment and strategic rationale, organizational and cultural fit, governance and leadership readiness, financial health and due diligence, and capacity to manage change while continuing to serve. She makes the case that funders are increasingly convening these conversations and that the strategic exercise itself has value even when it doesn’t end in a merger. Listeners walk away with a practical framework for assessing any form of collaboration, and a sharper read on when a merger isn’t a retreat but a way to magnify mission.
About Staci
Staci Barfield is Senior Director of Consulting Excellence at Armstrong McGuire, where she leads the methodologies, tools, and resources that equip the firm’s advisor team to deliver consistent, high-impact client work. She came to the philanthropic sector after a long corporate career in information technology and business process improvement at Gap, Inc., Andersen Consulting (now Accenture), Sprint, AT&T, and Springs Industries. The pivot was catalyzed when a Hurricane Katrina deployment with the American Red Cross showed her that her business skill set translated directly to mission-driven work. From there she went on to serve as Vice President of Development for the National Multiple Sclerosis Society, Eastern NC Chapter, Executive Director of National Students of AMF, and CEO of Children’s Flight of Hope, before joining Armstrong McGuire. Across all of it, Staci has been driven by the same instinct: maximizing an organization’s opportunities for success through both strategic and operational initiatives.
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367: Activate Good - Leading with Fearlessness and Purpose (Marjorie Maas)
Episode Summary
Nonprofit leaders carry the weight of the next grant, the next major gift, the next board meeting - and that constant worry doesn’t make the work more productive, it just makes it heavier. In Episode #367, Patton talks with Marjorie Maas, CEO of Share Good, based in Omaha, NE, about what it actually looks like to lead with fearlessness when stakes are high and resources are tight. Marjorie leads a national technology and community-building nonprofit that helps cities position generosity in one place - now active in nine markets from Charlotte to Detroit to Omaha and beyond - and she shares the mindset shifts that have shaped both her organization’s growth and her own “patchwork quilt” career path. She unpacks the difference between scarcity thinking and an abundance mindset rooted in logical thinking rather than blind faith, why emerging leaders shouldn’t talk themselves out of their passion, and why governance fluency is something professionals should be building early — not waiting for an executive seat to learn. Listeners will walk away with a practical framework for leading through uncertainty, language for coaching the next generation of nonprofit professionals, and a clearer sense of how to keep moving forward when fear shows up.
About Marjorie
Marjorie Maas is the CEO of Share Good, a national technology and community-building nonprofit that connects passion to action in hyperlocal communities by giving nonprofits a shared megaphone to tell donors and volunteers what they need. She leads the growth and expansion of Share Good’s national footprint and supports the SHARE Family of community partners across the country. Before joining Share Good in December 2022, Marjorie launched and directed SHARE Omaha, building a platform that promotes more than 700 nonprofits across the Greater Omaha and Council Bluffs metro, and earlier created and implemented the corporate social responsibility strategy for Blue Cross and Blue Shield of Nebraska, redesigning their corporate giving and volunteerism programs. Her 20-plus-year career spans arts marketing, statewide grantmaking, and CSR — a winding path she calls a “patchwork quilt” and credits as the very thing that prepared her for the work she does now.
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366: Stop Writing for Your Organization. Write for Your Donor. (Tom Ahern)
Episode Summary
Most nonprofit communications are, in Tom Ahern’s blunt assessment, built to fail. Not because the work isn’t worthy, but because organizations keep writing about themselves when they should be writing for the donor. In episode #366, Patton sits down with Tom Ahern, founder of Ahern Communications, Inc. and one of the most influential voices in fundraising copywriting, to unpack why so many appeals, newsletters, and annual reports fall flat. Drawing on decades of commercial copywriting experience before he “wandered into” the nonprofit sector, Tom walks listeners through the three questions every case for support must answer (Why us? Why now? Why you, the donor?) and explains why urgency without desperation, emotion over information, and a relentless focus on the reader are the difference between a gift and a pass. He shares a remarkable story of a Boys & Girls Club that owned a million-dollar crisis and came back stronger, makes the case that donors are already 99% of the way there, and offers a clear-eyed take on what AI can and cannot do for fundraising writers. Listeners will leave with a practical framework they can apply to their next appeal this week, a sharper understanding of donor psychology, and permission to stop trying to inform their way to a gift.
About Tom
Tom Ahern is the founder of Ahern Communications, Inc. and one of the leading voices in donor communications and fundraising copywriting. His clients have ranged from Save the Children US and Catholic Relief Services to the Animal Rescue League of Boston, Boston Children’s Hospital, the Anchorage Museum, and universities including Princeton, Carleton, and the University of Saskatchewan. He came to the nonprofit sector after fifteen years as a commercial copywriter, led, as he puts it, by an angel: his wife Simone, a longtime development professional and consultant. Since then he has coached fundraisers on best practices in appeals, newsletters, and cases for support, led communications audits (he prefers to call them “autopsies”), and trained nonprofit teams on four continents. Tom is the author of eight how-to books on donor communications, each rated 4.5 stars or higher on Amazon, and a sought-after faculty member for masterclasses and webinars. These days he volunteers most of his coaching hours for small and mid-sized charities, and still keeps Jerry Weissman’s book on his desk, the spine sun-bleached from daily use.
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365: The Long Game: Building a Fundraising Career That Lasts (Jim Broschart)
Episode SummaryWhat does it take to build a fundraising career that spans decades, and still choose a challenge over comfort when the next opportunity calls? In Episode 365, Jim Broschart, Vice President for Philanthropy and Alumni Engagement at the University of Louisville, shares the leadership philosophy behind a career that has taken him from community health centers in Syracuse to leading NC State’s $2.1 billion campaign, to his latest challenge of building a top-tier philanthropy program at UofL. Jim breaks down what makes a fundraising shop truly effective (hint: it starts with talent, not strategy), how he assesses emotional intelligence in candidates, why organizational health outperforms any strategic plan, and what leaders at every level can do to stay focused on the core work amid constant noise. Practical, candid, and grounded in hard-won experience, this conversation is essential listening for anyone navigating the long game in fundraising leadership.
About JimJim Broschart is Vice President for Philanthropy and Alumni Engagement at the University of Louisville, where he oversees the university’s advancement, fundraising, and alumni relations efforts. He comes to UofL from North Carolina State University, where he served as Associate Vice Chancellor for University Development and Vice President of the NC State Foundation, Inc., leading the Think and Do The Extraordinary Campaign, which surpassed its $1.6 billion goal to raise $2.1 billion. Prior to NC State, Jim served as Vice President for Advancement at Binghamton University and held a range of leadership roles at Hartwick College, Syracuse University, and the State University of New York. He holds a bachelor’s degree in health services administration from Ithaca College and an MBA in marketing from Binghamton University.
Resources Connect with Jim on LinkedIn * University of Louisville — louisville.edu * The Advantage* by Patrick Lencioni * Mastermind Leadership Development Program — Learn more * Follow Your Path to Nonprofit Leadership — and please leave a review! * Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com
Episode 364: What Will Your Donor Remember? (Norman Gildin)
Episode SummaryFundraiser burnout is real — and with average tenure in the profession hovering between two and four years, the sector is losing talent it can’t afford to lose. In Episode 364, Norman Gildin, a fundraising consultant and author with more than four decades in the field and over $100 million raised, cuts through the noise with the kind of plain-talk wisdom that only comes from doing this work at every level. Drawing on his framework of common sense, moral compass, and his RDC doctrine — respect, dignity, and consideration — Norman walks listeners through what’s really driving burnout, why fundraisers overwhelm donors instead of connecting with them, and how the fundamentals of annual giving, capital campaigns, planned giving, and endowments still come down to patience, persistence, and knowing what your donor actually wants. This is a master class from someone who has lived it, written about it, and is still in the room.
About NormanNorman Gildin is a fundraising consultant, author, and sector veteran with more than four decades of experience in nonprofit development. Over the course of his career - which began with a master’s in healthcare administration from George Washington University and an administrative residency at Fairfax Hospital Association - Norm has served in senior leadership roles including executive vice president, directing fundraising strategy across annual giving, capital campaigns, planned giving, and endowments. He has raised more than $100 million under his direction and spearheaded multiple successful campaigns, case statements, and strategic plans for nonprofit organizations. Norman is the author of two books - Learn From My Experiences: A Collection of Essays in Fundraising for Professionals, Lay Leaders, Volunteers and the Public, and Fundraising Insights for Nonprofits (2025) - with a third book currently in development.
Resources Connect with Norman on LinkedIn * Norman’s website, essays, and blog — normangildin.com * Fundraising Insights for Nonprofits by Norman Gildin (2025) * Learn From My Experiences: A Collection of Essays in Fundraising for Professionals, Lay Leaders, Volunteers and the Public by Norman Gildin * Daily Rituals: How Great Minds Make Time, Find Inspiration, and Get to Work* by Mason Curry * Patton’s Mastermind Leadership Development Program — Learn more * Follow Your Path to Nonprofit Leadership — and please leave a review! * Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com
Episode 363: Your Mission Is Clear. Is Your Story? (Brandy Walker)
Episode SummaryMost nonprofit leaders are skilled at communicating their mission, but far fewer know how to tell their own story, and that gap is costing them donors, alignment, and influence. In Episode 363, Brandy Walker, M.A., CPC, founder of Brand Worthy Solutions and a former nonprofit fundraiser and educator, breaks down why personal storytelling isn’t self-promotion, it’s strategy. Drawing on her frameworks for trust, team alignment, and clarity, Brandy explains the three story types every leader needs in their toolkit (origin, impact, and transformation), why audience misalignment is the most common fundraising mistake she sees, and how even the most introverted leader can build visibility through a ladder of communication that starts with a simple weekly message. Practical, direct, and immediately actionable, this conversation will change how nonprofit leaders think about showing up, and who they’re showing up for.
About BrandyBrandy Walker, M.A., CPC, is the founder of Brand Worthy Solutions and a strategist, storyteller, and trusted thought partner with more than 20 years of experience across education, nonprofit leadership, fundraising, and organizational strategy. A former K–12 educator, seven-figure grant writer, and nonprofit C-suite leader, Brandy stands at the intersection of strategy and storytelling — helping leaders and organizations tell better stories to, about, and for themselves so their work is understood, valued, and positioned for growth. Through Brand Worthy Solutions, she works with leaders navigating personal brand evolution, organizational reinvention, and new chapters of leadership, offering support across brand strategy and positioning, storytelling and messaging, and consulting and advisory services. She is based in Chicago, Illinois.
Resources Connect with Brandy on LinkedIn * Brand Worthy Solutions — youarebrandworthy.com * Unreasonable Hospitality by Will Guidara * Patton’s Mastermind Leadership Development Program — Learn more * Follow Your Path to Nonprofit Leadership — and please leave a review! * Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com * Your Path to Nonprofit Leadership | ArmstrongMcGuire.com/podcasts*
362: It’s Never Just the Money: What Donor Psychology Means for Nonprofit Leaders (Marcia Dawood)
Episode SummaryMost nonprofit leaders approach fundraising as a logical transaction — make the case, present the data, close the gift. But according to Marcia Dawood, angel investor, author, and TEDx speaker, that approach misses the deeper psychology driving every giving decision. In Episode 362, Marcia draws on her experience investing in 50+ startups and chairing the Angel Capital Association to reveal what truly motivates donors — and it has far more to do with money stories, values alignment, and identity than logic ever will. From unpacking the scarcity mindset that keeps even wealthy donors from giving, to reframing legacy conversations as something donors can experience while they’re still alive, Marcia offers nonprofit leaders a practical shift in how they engage prospects. Listeners will walk away with new language for donor conversations, a powerful group exercise for unlocking money stories at events, and a fresh understanding of why the most effective fundraising ask isn’t an ask at all — it’s an invitation.
About MarciaMarcia Dawood is an early-stage investor, author, and advocate for expanding access to capital across both the for-profit and nonprofit sectors. Having invested in over 50 startups and funds, she serves as a Venture Partner at Mindshift Capital, a member of Golden Seeds, and as Chair Emeritus of the Angel Capital Association (ACA), the global professional society for angel investors, where she chaired the board for a decade. Marcia also serves as Chair of the Securities and Exchange Commission’s Small Business Capital Formation Advisory Committee and is the founder and chair of the ACA’s Growing Women’s Capital Group, which builds syndication and collaboration among U.S. investment groups focused on women-led companies. A TEDx Charlotte speaker and host of The Angel Next Door Podcast — now more than 170 episodes — she is the author of Do Good While Doing Well (2024) and Unapologetic Wealth (2026), and served as an Associate Producer on the documentary Show Her the Money, which debuted at the Women’s Film Festival in Philadelphia in 2023. She splits her time between New York City and Charlotte, North Carolina.
Resources Unapologetic Wealth: Rewrite Your Money Story From Any Beginning by Marcia Dawood — releasing this week! Available on Amazon, Barnes & Noble, and Bookshop.org * Connect with Marcia on LinkedIn * Marcia’s website and free resources — marciadawood.com * The Angel Next Door Podcast * Do Good While Doing Well: Invest For Change, Reap Financial Rewards and Increase Your Happiness by Marcia Dawood * Buoyant: The Entrepreneur’s Guide to Becoming Wildly Successful, Creative, and Free by Susie DeVille * Follow Your Path to Nonprofit Leadership* — and please leave a review! * Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com
361: 5 Reasons Your Professional Development Isn't Working (Megan Joseph)
Episode Summary
Most nonprofit leaders are spending on professional development - and still not seeing results. The workshops get attended, the boxes get checked, and the notebook sits on the shelf. In this episode, Megan Joseph, Founder of Impact Launch, makes the case that the problem isn’t effort or intention, it’s strategy. Drawing on eight years of working hands-on with organizations across the country, she identifies the five reasons PD consistently fails to deliver: disconnected from strategy, scattered and episodic, reactive instead of preventative, aimed at the wrong problems, and lacking the leadership support to translate learning into lasting change. Megan offers a practical framework for measuring real ROI through behavioral change and organizational outcomes - not attendance or satisfaction surveys - along with clear action steps leaders can take in the next 60–90 days. Listeners will walk away with better questions, a sharper PD lens, and one guiding principle: define what success looks like before you spend a dollar.
About Megan
Megan Joseph is the Founding Director of Impact Launch, a collective of social impact practitioners who partner with nonprofits, philanthropy, and local government to design and implement effective organizational, systems, and community change. Impact Launch supports leaders across leadership capacity building, equity-centered initiatives, strategic planning, and expert facilitation - and to date has worked with over 40 organizations, impacted more than 50,000 teams and communities, and developed over 1,700 leaders through its Radical Transformational Leadership program. Before launching Impact Launch, Megan spent 20 years as a nonprofit leader and practitioner, gaining hands-on experience across nearly every role a mission-driven organization requires - from executive leadership, coaching, and fundraising to the behind-the-scenes work she describes as “mastering the art of hummus procurement.” She has worked across philanthropy, social services, criminal justice, homelessness, economic opportunity, education, and public health, and brings that full range of lived experience to every engagement - grounded in the belief that everyone, regardless of title, has the capacity to lead.
Resources
360: The ABCs of Grassroots to Grasstops Community Impact (Tchernavia Montgomery)
Episode Summary
Most nonprofit leaders understand that community impact requires both frontline relationships and institutional influence — but building a strategy that connects those two worlds takes a very different kind of leadership. In this episode, Tchernavia Montgomery, CEO of Care Ring in Charlotte, NC, shares her ABCs of grassroots to grasstops community impact: Authentic Leadership, Board Engagement, and Capital Campaign Navigation. Drawing on five years of leading one of Charlotte’s most vital health and human services organizations through a facility relocation and a capital campaign without a chief development officer, Tchernavia speaks with the directness of a leader who has lived every lesson she teaches — from what vulnerability actually looks like in the CEO seat, to building a board culture that moves beyond governance into genuine advocacy, to the trust-based relationships that made a seemingly impossible campaign possible. Listeners will walk away with a clear picture of what it means to lead from proximity to the problem, and why emotional intelligence and the courage to ask hard questions are the real engine of sustainable impact.
About Tchernavia
Tchernavia Montgomery is the CEO of Care Ring, a Charlotte-based nonprofit that has served the community since 1955, connecting approximately 10,000 uninsured and underserved individuals each year to primary care, maternal and child health programs, and a $70 million donated care network of more than 1,600 specialists. A licensed clinical social worker with two decades of experience in health and human services, she is a double graduate of UNC Charlotte’s School of Social Work (BSW ’08, MSW ’09). Under her leadership, Care Ring completed a major facility relocation and a successful capital campaign, expanding its capacity to deliver integrated, community-centered care. Tchernavia is a member of the Charlotte Alumnae Chapter of Delta Sigma Theta Sorority, Incorporated, and brings a deep personal commitment to humanizing systems of care — ensuring that every person served feels seen, supported, and able to dream beyond today.
Resources
359: Why Your Board Is Checked Out (and What Actually Re-Engages Them) (Katie Spencer)
SUMMARY
When nonprofit leaders say their board is disengaged, Katie Spencer argues the real issue is usually clarity, not commitment. Executives want board members to show up, follow through, and be proactive. But many board members are thinking, “I don’t know what my job is,” where the lines are, or how to be helpful, so disengagement becomes the predictable outcome. Katie explains why more emails and more asks don’t solve the problem in today’s noisy, overloaded environment. Instead, she recommends an intentional reset: get explicit about what the board’s role is right now (and revisit it annually), co-create the board’s work plan for the next 12 to 24 months, and put an accountability system in place so the board holds itself to its commitments. She also stresses early engagement, giving new board members a meaningful quick win within the first 30 days, then another within the first 90. Finally, Katie reframes fundraising expectations so board members can contribute without feeling like professional fundraisers. She shares simple, confidence-building steps, introductions, thank-you calls, and short activation moments built directly into board meetings, so board service becomes real leadership, not passive listening.
ABOUT KATIE
Katie Spencer is the Founder of Zipline Consulting, where she helps nonprofit boards and executive teams strengthen governance, clarify roles, and build more effective partnerships. She brings 15 years of experience in the nonprofit sector, including national work with Boys and Girls Clubs of America, and more than a decade as a consultant supporting organizations across the country. With training in cultural anthropology, Katie brings a systems lens to board dynamics, spotting patterns, naming disconnects, and helping leaders create practical structures for accountability. Her work frequently includes board retreats, strategic planning, and facilitation that turns board service into real leadership.
RESOURCES
358: What Nonprofit Leaders Need Now: Guidance from Four Sector Experts
SUMMARY
For this special multi-state panel, we convened four statewide nonprofit leaders: Ivan Canada, Mariane Asad Doyle, Karen Riordan, and Kevin Dean, to explore what organizations need most as they prepare for an uncertain 2026. From financial volatility and policy change to workforce burnout and collaboration, these experts share frontline insights drawn from the thousands of nonprofit leaders they support. Their guidance is clear: diversify funding, strengthen advocacy, engage peer networks, and invest in the wellbeing of your people. The conversation offers timely clarity and practical tools for emerging leaders, mid-career professionals, and senior executives committed to navigating complexity with confidence.
ABOUT THE PANELISTS
Ivan Canada – NC Center for Nonprofits. Ivan leads statewide efforts in research, policy, and nonprofit capacity-building, helping North Carolina organizations strengthen sustainability and navigate emerging sector trends.
Mariane Asad Doyle, Ph.D. – Center for Nonprofit Excellence (VA). Mariane supports organizations across Virginia through governance, advocacy, and rural leadership development, equipping nonprofits to manage workforce strain and policy shifts.
Karen Riordan – Together SC. Karen guides South Carolina’s nonprofit ecosystem through peer convenings, leadership development, and a focus on operational excellence rooted in guiding principles.
Kevin Dean, Ed.D. – Tennessee Nonprofit Network. Kevin emphasizes organizational resilience, partnership, and the human side of leadership, helping Tennessee nonprofits navigate burnout, collaboration, and long-term sustainability.
RESOURCES
357: Rethinking How Organizations Are Built to Change Lives (Logan Herring)
Episode Summary
Five years after his first appearance on Episode #128, Logan Herring returns with a dramatically expanded vision and impact. What began as an ambitious community revitalization effort has evolved into a nationally recognized model for integrated, place-based change. As CEO of The WRK Group, Logan leads a vertically integrated set of tax-exempt businesses focused on housing, cradle-to-career education, workforce development, and community wellness in Riverside, Wilmington. In this conversation, he challenges leaders to rethink how organizations are structured, funded, measured, and branded. From rejecting the term nonprofit in favor of tax-exempt business, to treating those served as customers, to measuring Net Promoter Scores and social return on investment, Logan makes the case that lasting change requires business discipline, upstream strategy, and the courage to build institutions designed to solve problems permanently rather than manage them indefinitely.
About Logan
Logan Herring is the CEO of The WRK Group, a collective of tax-exempt businesses in Wilmington, Delaware focused on housing, education, workforce development, and community wellness. Under his leadership, the organization has evolved into a nationally recognized model for vertically integrated, place-based revitalization. Logan oversees the strategic direction of Kingswood Community Center, The Warehouse, and REACH Riverside, aligning infrastructure, programming, and capital investment to address intergenerational poverty through upstream, systemic solutions. He is a frequent national speaker on community development, impact measurement, and sustainable social enterprise models, and continues to advocate for business discipline and long-term accountability in the social sector.
Resources
356: AI Without Overwhelm: 4 Insights Nonprofit Leaders Can Use Now (Mary Gallivan)
Episode Summary
AI is already reshaping how nonprofit teams work, and leaders who avoid it risk falling behind. In this episode, Mary Gallivan, Founder of Joyline Consulting, shares a practical, nonprofit-centered approach to adopting generative AI without fear or overwhelm. Drawing on more than 25 years of experience across fundraising, operations, grant management, and partnership development, Mary explains why AI literacy is quickly becoming a workplace expectation, why adoption is primarily a people and change management challenge, and how clear guardrails can actually speed progress. She offers simple, actionable steps for getting started, from picking one tool and creating a login to using prompts for faster first drafts, better tone, and more time for the human relationships that build trust and impact.
About Mary
Mary Gallivan, MBA, helps nonprofits and mission-driven small businesses build sustainable capacity by improving how work actually gets done. As the founder of Joyline Consulting, she serves as a capacity partner to leaders and teams, helping them improve operations, adopt AI and modern tools, and implement practical systems that reduce friction, increase effectiveness, and support long-term sustainability. Her work is especially focused on organizations navigating growth, change, or tool overload who want hands-on support, not just strategy decks. Prior to founding Joyline, Mary held leadership roles at CNM Ingenuity, CCS Fundraising, Foundation For The Carolinas, E4E Relief, and the Jimmie Johnson Foundation. She holds a BA from Duke University and an MBA from Queens University and has completed multiple leadership fellowships and civic leadership programs.
Resources
355: Thinking Differently to Solve Nonprofit Problems (Sarah Tucker)
EPISODE SUMMARY:
Nonprofit leaders are often expected to solve complex problems with limited resources, increasing pressure, and entrenched ways of working. In this episode, Sarah Tucker introduces the work of Edward de Bono and explains why better outcomes require not just harder work, but different thinking. Sarah unpacks the concept of lateral thinking and how it differs from traditional linear or vertical problem solving. She explains why the human brain gets trapped in familiar patterns and how leaders can intentionally break those patterns to surface new options. The conversation explores practical applications for nonprofit leaders, including how Six Thinking Hats can reduce groupthink, rebalance power dynamics in meetings, and make decision-making more productive and inclusive.
ABOUT SARAH:
Sarah Tucker is a polymath with a portfolio career spanning journalism, broadcasting, publishing, education and corporate advisory work. An award-winning presenter and lecturer, she translates storytelling and lateral thinking into commercial success for global organisations. Discover more at www.theboardroombard.com and on LinkedIn through keynote talks, boardrooms, classrooms and conferences.
Resources and Links:
354: A Lifelong Learning Framework for Nonprofit Leaders (Kelsey Picken)
SUMMARY
Nonprofit leaders are surrounded by professional development options - degrees, certifications, conferences, and credentials - but many still struggle to build a learning plan that feels intentional rather than reactive. In this episode, Kelsey Picken offers a practical framework to help leaders step back, clarify their why, and make smarter decisions about how they invest in their own growth. Kelsey breaks lifelong learning into three distinct but connected areas: formal learning (degrees, certificates, and structured programs), informal learning (peer groups, mentoring, reading, and networks), and leadership as multiplication, the idea that helping others grow is one of the most powerful ways leaders deepen their own development. The conversation also explores how organizations and funders can better support leadership development, and why modeling learning from the top matters more than policies or budgets alone.
ABOUT KELSEY
Kelsey Picken is Senior Director of Legacy Giving at The Dallas Foundation, where she works with donors to build charitable legacies that strengthen communities over time. Based in Dallas, Texas, Kelsey brings experience across multiple nonprofit and philanthropic contexts, with a particular focus on connecting academic learning, professional practice, and leadership development. A lifelong learner herself, Kelsey regularly writes, speaks, and facilitates conversations on philanthropy, credentials, and the evolving expectations of nonprofit leadership.
RESOURCES & LINKS
Episode 353: Resilience Isn’t Optional: Tools Every Nonprofit Leader Needs Now (Russell Harvey)
SUMMARY
Nonprofit leaders are operating in a world where change is constant - and the pressure to react quickly can undermine clarity, trust, and team stability. In this episode, Russell Harvey explains why resilience is a leadership capability (not a personality trait) and how leaders can strengthen it without adding more overwhelm. Russell introduces the VUCA framework (Volatility, Uncertainty, Complexity, Ambiguity) alongside the leadership responses that help teams navigate it (Vision, Understanding, Clarity, Agility). He also shares his Resilience Wheel - seven connected elements leaders can develop personally and organizationally, including purpose, adaptability, support networks, meaning, and energy. Throughout, Russell emphasizes reflective practice as a practical discipline: pausing regularly to identify what’s working, what isn’t, and what to do next - so leaders and teams can “spring forward with learning” rather than simply trying to bounce back.
ABOUT RUSSELL
Russell Harvey is a leadership coach and facilitator based in Leeds, England, and the founder of The Resilience Coach. He works with senior leaders, teams, and organizations across sectors - including the nonprofit and third sector - helping them lead themselves and others well in a “full-on” world shaped by constant change. Russell’s approach blends practical frameworks (VUCA and the Resilience Wheel) with core leadership behaviors: delegating to strengths, removing blockages that prevent performance, building resilient teams, and committing to lifelong personal growth.
RESOURCES & LINKS
352: Fundraising That Works: Measure What Matters (Greg Warner)
SUMMARY
Fundraisers often focus on the bottom line—how much money came in—but Greg Warner argues that many nonprofit teams are still flying blind because they don’t track the few metrics that actually explain performance. In this episode, Greg (founder of MarketSmart) explains what leaders and boards miss when they focus only on transactions, and how a small set of operational metrics can dramatically improve fundraising strategy. A major focus is donor lifetime value (LTV)—what it is, why it matters, and how any organization can calculate it using donor lifespan, average gift, and giving frequency. Greg also shares why donors give in proportion to the value they perceive from the relationship, and why shifting from transactions to partnerships leads to stronger retention, smarter prioritization, and more confident, data-informed decisions.
ABOUT GREG
Greg Warner is the founder of MarketSmart, a fundraising technology company focused on helping organizations identify donor readiness and build stronger donor relationships at scale. He entered the sector from the perspective of a committed donor—frustrated by impersonal, transactional fundraising—and turned that experience into tools and systems designed to help nonprofits deliver more value, improve donor engagement, and raise more major gifts.
RESOURCES & LINKS
351: Five Finance Skills Every Nonprofit Leader Needs (Stephen Newland)
SUMMARY
Many nonprofit leaders step into their roles with deep passion for mission, but far less confidence when it comes to finance. In this episode, Stephen Newland, founder of MoneyPath FP&A, breaks down five essential finance skills every nonprofit leader must develop to lead with confidence, reduce risk, and sustain impact. Stephen explains why financial uncertainty is so common in the sector, how organizational growth often triggers financial overwhelm, and why leaders can no longer rely on a simple “there’s money in the bank” mindset. He introduces the idea of cash flow as organizational oxygen, and shares practical ways to forecast cash, use the budget as a strategic tool, and prepare for both downside risk and upside opportunity. The conversation also tackles one of the most persistent nonprofit tensions - restricted versus unrestricted funding - and offers clear guidance on how to tell the financial story in ways boards and donors actually understand. Stephen closes with a powerful reminder: financial confidence doesn’t start with spreadsheets - it starts with curiosity.
ABOUT STEPHEN
Stephen Newland, CMA is the founder of MoneyPath FP&A, where he provides fractional CFO services to growing nonprofits—most often in the $1M–$10M revenue range. He helps nonprofit leaders save time, reduce financial stress, and make confident decisions through better forecasting, reporting, and financial storytelling. Stephen’s background includes corporate finance, startup advising, and leading a large-scale financial education program—experience that shaped his ability to translate complex financial concepts into practical, mission-aligned leadership tools.
RESOURCES & LINKS
350: What Every Nonprofit Leader Needs to Know About Mergers (André Anthony)
SUMMARY
This milestone episode is brought to you by the newly merged Armstrong McGuire + PMA Nonprofit Leadership, joining forces to strengthen nonprofit leadership across the sector. Together, we are expanding our support for organizations through consulting, executive search, leadership development, and thought leadership. Learn more at ArmstrongMcGuire.com. As we announce our own merger, it felt like the perfect moment to explore what a healthy, mission-driven merger really looks like. André Anthony, CEO of NeighborUp, helps us mark Episode #350 with a conversation every nonprofit leader should hear. NeighborUp is the result of a thoughtful, intentional merger between Dorcas Ministries and Western Wake Crisis Ministry. André explains why the best mergers don’t come from crisis - they come from vision, alignment, and a shared desire to serve communities more effectively. He walks us through the realities of merging boards, teams, cultures, branding, operations, and fundraising, and why treating this as a true merger - not an acquisition - mattered for trust and long-term success.
ABOUT ANDRÉ
André Anthony is the CEO of NeighborUp, the merged organization created by Dorcas Ministries and Western Wake Crisis Ministry. A seasoned nonprofit leader who began his career with the YMCA, André is known for his relational leadership style, focus on community-centered solutions, and ability to guide organizations through complex change. Under his leadership, NeighborUp has expanded its geographic reach, strengthened financial sustainability, and increased its impact through a unified service model. André frequently shares his experience with leaders exploring collaboration, shared services, and full mergers, offering practical insight into governance alignment, culture building, and community trust.
RESOURCES
349: What Funders Want Nonprofit Leaders to Know (Sarah Mann Willcox)
SUMMARY
This episode is brought to you by TowneBank, whose ongoing support can be a powerful partner for your organization. Learn more at TowneBank.com/NonprofitBanking.
As you ponder your New Year’s resolutions as a nonprofit leader, funding for your organization is almost certainly on the list. That’s why Sarah Mann Willcox’s insight is such a timely way to begin the year. As Executive Director of the NC Network of Grantmakers - and a former fundraiser herself - Sarah offers an inside look at how funders think, what pressures and constraints they face, and what nonprofit leaders can do in 2026 to build stronger and more authentic relationships with them. She explains why program officers should be seen as partners rather than gatekeepers, how to communicate more effectively about your work, and why transparency helps both sides make better decisions. Sarah also shares broader sector trends: trust-based philanthropy, collaboration across the independent sector, donor-advised funds, and the growing need for collective solutions—as well as candid advice about burnout and leadership sustainability. Her message is clear: if you want a more confident and strategic year of fundraising, it starts with understanding the humans behind the grantmaking process.
ABOUT SARAH
Sarah Mann Willcox is the Executive Director of the NC Network of Grantmakers (NCNG), North Carolina’s statewide association for funders. With more than a decade of experience supporting foundations, corporate donors, and philanthropic leaders, she serves as a connector, convener, and trusted guide for grantmakers navigating complex community needs. Sarah previously served as a fundraiser with the NC Center for Nonprofits and brings both sides of the funding relationship into her work—helping funders collaborate more effectively while demystifying the philanthropic landscape for nonprofit leaders. She serves on the board of the United Philanthropy Forum, connecting North Carolina to national conversations about sector health, equity, advocacy, and philanthropic practice.
RESOURCES
348: Holiday Rewind: 4 Ways to Advance Your Nonprofit Leadership
What are you doing - intentionally - to move closer to your nonprofit leadership goals?
In this Holiday Rewind of solo episode #159, Patton revisits four practical, evergreen ways nonprofit leaders can reflect, refocus, and move forward in their leadership journey. Whether you’re early in your career, preparing for your next step, or refining your impact as a senior leader, these four elements provide a simple framework for year-end reflection and year-ahead momentum.
Special thanks to our friends from TowneBank and Armstrong McGuire for supporting this podcast on its way to 350 Episodes next month!
The Four Elements
1. Sharpen Your Vision Framework. Clarity fuels progress. Revisit where you want to be in three to five years and define the kind of leader you want to become, not just the title you want to hold. A clear vision helps you evaluate opportunities, say no with confidence, and align daily work with long-term goals.
2. Practice Self-Assessment. Growth starts with honest reflection. Regularly assess your strengths, skill gaps, leadership style, and readiness for greater responsibility. Seek feedback, reflect on recent experiences, and use that insight to guide your development priorities. There were 10 Skills back in Episode #159, but the Mastermind Program now features 12!
3. Utilize Strategic Networking. Relationships don’t happen by accident. Be intentional about building a diverse network of peers, mentors, and sponsors who can challenge your thinking, open doors, and support your growth. Strategic networking is about mutual value, not transactions.
4. Curate Knowledge. You don’t need to know everything, but you do need to keep learning. Be selective about the books, podcasts, conferences, and conversations that shape your thinking. Curated learning keeps you relevant, reflective, and ready for what’s next.
About Patton
Patton McDowell is a nonprofit leadership coach, consultant, author, and podcast host with more than 30 years of experience helping leaders and organizations thrive. He is the founder of PMA Nonprofit Leadership, where he works with emerging, mid-career, and senior nonprofit professionals through coaching, training, and strategic planning. Before launching PMA in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte and previously as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the UNC system. Earlier in his career, he held leadership roles with Special Olympics North Carolina and Special Olympics International. Patton holds a bachelor’s degree from UNC Chapel Hill where he was a Morehead Scholar, an MBA from the McColl School of Business at Queens, and a doctorate in Organizational Change and Leadership from the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP, host of the weekly podcast Your Path to Nonprofit Leadership, and author of the book of the same name.
Other Solo Episodes by Patton
347: Protecting Your Nonprofit from Fraud (Amy Seintourens)
SUMMARY
This episode is brought to you by TowneBank, whose ongoing support can be a powerful partner for your organization, offering financial expertise, expanded community relationships, and practical advice no matter your budget size. Learn more at TowneBank.com/NonprofitBanking.
Fraud is one of the most underestimated risks in the nonprofit sector - and one of the most disruptive when it strikes. In Episode #347 of Your Path to Nonprofit Leadership, fraud prevention expert Amy Seintourens, SVP and Director of Fraud Management at TowneBank, breaks down the real vulnerabilities nonprofits face today, from internal threats and weak controls to sophisticated email scams, phone spoofing, counterfeit checks, and mail theft. Using clear examples and practical guidance, Amy explains why small organizations can be even more vulnerable and how simple steps - dual controls, treasury services, verification habits, and ongoing team training - significantly reduce risk. Whether you’re a founder handling your own bookkeeping, a board treasurer overseeing internal controls, or a senior leader strengthening organizational resilience, Amy offers straightforward strategies to help you prevent fraud before it happens - not after it’s too late.
ABOUT AMY
Amy Seintourens is the Senior Vice President and Director of Fraud Management at TowneBank, bringing 31 years of experience in fraud prevention and Bank Secrecy Act (BSA) compliance. She began her career in 1994 at Dean Witter, later known as Morgan Stanley, before joining EverBank in 2011, where she gained extensive experience supporting a primarily online bank environment. Amy maintains both her ACAMS (Certified Anti-Money Laundering Specialist) and CFE (Certified Fraud Examiner) credentials. She joined TowneBank in 2018 to support BSA operations and was promoted in 2022 to lead Fraud Management for the organization. Amy is deeply passionate about educating employees and members, staying ahead of emerging fraud trends, and helping nonprofits and businesses strengthen their internal controls.
RESOURCES
346: Understanding the Science of Generosity (Cherian Koshy)
SUMMARY
This episode is brought to you by TowneBank, whose ongoing support can be a powerful partner for your organization, offering financial expertise, expanded community relationships, and practical advice no matter your budget size. Learn more at TowneBank.com/NonprofitBanking.
Why do some fundraising efforts inspire generosity while others fall flat, and what can nonprofit leaders do to fix it? In Episode #346 of Your Path to Nonprofit Leadership, global philanthropy expert Cherian Koshy helps us understand how generosity actually works. Drawing from his groundbreaking book Neurogiving, Cherian explains why many well-intended fundraising tactics unintentionally create friction, suppress generosity, or erode trust. He offers clear insights on donor psychology, identity, timing, and the neuroscience behind decision-making—making the case that great fundraising isn’t about persuasion or pressure. It’s about designing environments that affirm who donors believe themselves to be and making it easier for them to act on their generous instincts. Whether you lead a large development team or fundraise off the side of your desk, Cherian’s guidance will help you build trust, reduce barriers, and communicate with greater authenticity in a noisy world.
ABOUT CHERIAN
Cherian Koshy, CFRE, CAP, is a globally recognized expert in fundraising strategy and innovation, and the author of Neurogiving, which blends behavioral science with practical tools to help organizations inspire generosity more effectively. A sought-after keynote speaker and advisor, he helps mission-driven teams adapt, grow, and lead with clarity in a changing philanthropic landscape. Cherian serves on the global board of the Association of Fundraising Professionals and on the board of The Giving Institute. He received the 2022 Governor’s Volunteer Award for his leadership with Volunteer Iowa and is a LinkedIn Top Voice as well as a member of the Forbes Nonprofit Council and the International Academy of Digital Arts and Sciences. His insights appear in CEO Weekly, Yahoo Finance, and other leading publications. He founded the AI-powered platform NonprofitOS, which was later acquired by Kindsight, where he now serves as Vice President.
RESOURCES
345: The Trust Factor: How to Strengthen Your Strategic Leadership
SUMMARY
This episode is brought to you by TowneBank, whose ongoing support helps bring meaningful leadership conversations to nonprofit professionals across the sector. Learn more at townebank.com/nonprofitbanking. Nonprofit leaders often feel pulled in a dozen directions - responding to urgent needs, carrying the emotional weight of their missions, and struggling to find time for strategic thinking. In Episode #345 of Your Path to Nonprofit Leadership, Christy Pietryga, CEO at HEARTH in Pittsburgh, PA, shares how she has intentionally built a team culture grounded in trust, humility, and shared accountability. Christy talks openly about her journey from frontline work with veterans and families experiencing homelessness into executive leadership at a young age. She explains how listening first shaped her early success, how she empowers team members to operate as strategic contributors, and how leaders can balance compassion with clear expectations. Christy also offers thoughtful insight into fundraising as an introvert, supporting staff who face trauma in their daily work, and modeling healthy self-care for the whole organization. Whether you’re an emerging leader or a seasoned CEO, Christy’s practical approach offers a roadmap for leading with clarity, empathy, and confidence.
ABOUT CHRISTY
Christy Pietryga is the CEO at HEARTH in Pittsburgh, PA, and brings a deep background in supportive services and housing for homeless families and veterans. Before joining HEARTH, she spent a decade with the Veterans Leadership Program of Western Pennsylvania, where she managed housing programs, provided direct case management, and advanced into key leadership roles during a period of significant organizational growth. In addition to her program and operations expertise, Christy has experience in communications and design, having created workbooks and materials for conferences and workshops. She holds a degree in Sociology with concentrations in Human Services and Nonprofits from Bucknell University. Today, she leads HEARTH with a blend of operational strength, empathy, and a strong commitment to cultivating a trusting, high-performing team culture.
RESOURCES
Thanksgiving 2025: 7 Reasons to Be ThankfulSpecial Edition Show Notes #344
This Thanksgiving episode highlights seven standout guests from 2025 - along with their books - plus three bonus titles from Patton’s Picks.
Thanks to our partners:
Featured Guests & Books
Mary Kelly — Ep. 317: Crisis-Proof Your Leadership
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/317
Book: https://www.amazon.com/Why-Leaders-Fail-Prescriptions-Success/dp/1640950857
Ora Grodsky — Ep. 329: Leading with Transformation
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/329
Book: https://www.amazon.com/Justice-Love-Organizational-Healing-Transformational/dp/1739581604
David Rhode — Ep. 326: 5 Essential Topics Every Nonprofit Leader Should Know
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/326
Book: https://www.amazon.com/Passion-Isnt-Enough-Practical-Nonprofit/dp/B0CR2T8XRM
Rebecca White — Ep. 320: From Paper to Progress
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/320
Book: https://www.amazon.com/No-Stress-Nonprofit-Consultant-Rebecca-White/dp/1737867935
Salvatore Manzi — Ep. 322: Make Your Nonprofit’s Message Stick
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/322
Book: https://www.amazon.com/Clear-Compelling-Communication-Strategies-Ideas/dp/1646871449
Nick Grono — Ep. 315: Lessons Nonprofit Leaders Can Teach the Business World
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/315
Book: https://www.amazon.com/How-Lead-Nonprofits-Purpose-Impact/dp/1544535391
Dr. Keith Dorsey — Ep. 335: A Roadmap to Board Service
Episode: https://www.podpage.com/your-path-to-nonprofit-leadership/335
Book: https://www.amazon.com/Seven-Success-Board-Service-Leadership/dp/1637559626
Bonus Patton’s Picks (3 More Books for 2025)
Uptime — Laura Mae Martin
Book: https://www.amazon.com/Uptime-Optimize-Performance-Feel-Great/dp/0063304634
The Future Is Faster Than You Think — Peter Diamandis & Steven Kotler
Book: https://www.amazon.com/Future-Faster-Than-You-Think/dp/1982109661
The Smart Nonprofit — Beth Kanter & Allison Fine
Book: https://www.amazon.com/Smart-Nonprofit-Alison-Fine/dp/1119818894
343: Reclaim Your Capacity and Escape the Burnout Trap (Trasetta Washington)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life and for their ongoing commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Why do so many passionate nonprofit leaders find themselves constantly running on empty and teetering on the edge of burnout? In episode #343 of Your Path to Nonprofit Leadership, leadership wellness coach and productivity strategist Trasetta Washington unpacks the core reasons mission-driven leaders sacrifice their own well-being for the cause, explaining that society glorifies resilience and sacrifice, creating pressure to push through. Trasetta helps define burnout as "stress that rest won't fix" - a chronic state that manifests as fatigue, irritability, and living in constant survival mode.
ABOUT TRASETTA
Trasetta Washington, known as The Team Technician™, is a nationally recognized speaker, leadership wellness coach, and productivity strategist. With over 25 years of experience in business operations and team development, she helps mission-driven leaders realign their teams without burning themselves out. As CEO of Profitable Productivity, LLC, Trasetta brings a signature blend of strategy, structure, and soul to her work, equipping nonprofit and human services leaders with practical tools to eliminate team friction and build a culture rooted in trust, accountability, and well-being. Through programs like the Teamwork Tune-Up Intensive and the Leadership Accelerator, she empowers leaders to stop managing everything and start leading teams that perform, without running on empty. Her no-fluff, heart-centered approach helps teams pause, reflect, and realign so they can thrive together.
EPISODE TOPICS & RESOURCES
342: Lessons That Shape Great Nonprofit Leaders (Garrett Cathcart)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life and for their ongoing support of Your Path to Nonprofit Leadership. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
What does it take to build something from the ground up - and lead it with purpose, humility, and vision? In episode 342 of Your Path to Nonprofit Leadership, Garrett Cathcart shares the lessons he’s learned in creating and scaling organizations that strengthen communities and unite people across divides. As Co-Founder and Executive Director of +More Perfect Union, a veteran-led nonprofit rebuilding civic and social trust through connection, service, and engagement, Garrett explores the power of starting from zero, leading volunteers with accountability, and measuring impact through both empathy and data.
ABOUT GARRETT
Garrett Cathcart is the Co-Founder and Executive Director of +More Perfect Union, a veteran-led movement to strengthen communities and heal the divides in our country through meaningful connections built on service, civic engagement, and leadership development. He also co-founded 550 Capital Partners, a venture firm investing in early-stage startups led by military veterans. Previously, Garrett served as the founding Executive Director of Mission Roll Call and as Southeast Regional Director of Team Red, White & Blue. A U.S. Army Cavalry officer for nine years, Garrett is a veteran of Iraq and Afghanistan, where he served in multiple combat leadership roles and earned three Bronze Stars and the Meritorious Service Medal. He continues to serve as a Major in the U.S. Army Reserves and teaches leadership and military science at Georgia Tech. A graduate of West Point and Emory University’s Goizueta Business School, he is a Truman National Security Fellow and a George W. Bush Veteran Leadership Scholar.
EPISODE TOPICS & RESOURCES
341: 4 Resources Every Nonprofit Leader Needs (Ivan Canada)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life and for their ongoing support of Your Path to Nonprofit Leadership and their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
In episode #341 of Your Path to Nonprofit Leadership, Ivan Canada, President and CEO of the North Carolina Center for Nonprofits, shares the four essential resources every nonprofit leader needs to succeed: advocacy tools, legal compliance guidance, sustainable fundraising practices, and peer networking. Drawing on his extensive experience leading one of the state’s most trusted sector organizations, Ivan explains why each of these elements is vital to long-term organizational health and how leaders can apply them immediately. He offers practical advice for building advocacy confidence, avoiding compliance pitfalls, and fostering collaboration across diverse organizations. Listeners will gain actionable insights into how peer learning and shared leadership can strengthen both individual leaders and the sector as a whole.
ABOUT IVAN
Ivan Canada is the President and CEO of the North Carolina Center for Nonprofits, an organization dedicated to amplifying the collective voice of the state’s nonprofit sector. Under his leadership, the Center provides thousands of nonprofits with resources in advocacy, legal guidance, fundraising best practices, and peer learning opportunities. With a career spanning both nonprofit and corporate sectors, Ivan brings a unique perspective on how organizations can thrive through strategic collaboration and mission-centered leadership. Known for his inclusive leadership style and commitment to equity, Ivan works to ensure every North Carolina nonprofit has access to the knowledge and connections needed to fulfill its mission effectively.
EPISODE TOPICS & RESOURCES
340: You Should Be Moving at the Speed of Relationships (Will Acuff)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life and for their ongoing support of Your Path to Nonprofit Leadership and their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
How can you build stronger community impact without burning out or losing sight of your mission? In episode #340 of Your Path to Nonprofit Leadership, Will Acuff, Co-Founder of Corner to Corner in Nashville, Tennessee, shares how relationship-driven leadership has fueled his organization’s growth and sustained its mission.
Will explains why authentic connection - not control - is the key to lasting impact. He discusses the importance of leading with empathy, setting boundaries that protect your energy, and prioritizing community trust over quick wins. His insights offer practical tools to deepen relationships, strengthen organizational culture, and build a team that moves together with purpose. If you’re striving to scale your nonprofit while staying grounded in your values, this conversation will help you lead with authenticity, humility, and resilience.
ABOUT WILL
Will Acuff is the Co-Founder of Corner to Corner, a Nashville-based nonprofit that equips neighbors with the tools and relationships they need to thrive. Under his leadership, Corner to Corner has grown into a nationally recognized organization known for its entrepreneurship programs, youth education initiatives, and storytelling platforms that celebrate community success. Guided by his belief that relationships drive sustainable change, Will has dedicated his career to creating pathways to opportunity for underserved communities. Through innovative programs like The Academy - which has helped hundreds of entrepreneurs launch and grow local businesses - he continues to prove that lasting impact begins with trust and collaboration. Will is a frequent speaker on leadership, faith, and social innovation, and his approach has inspired nonprofit leaders nationwide to “move at the speed of relationships.”
EPISODE TOPICS & RESOURCES
339: Retention on a Budget – 5 Smart Ways to Keep Your Best People (Rachel Platt)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life and for their ongoing support of Your Path to Nonprofit Leadership and their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
How can you retain your best people when your nonprofit doesn’t have the budget for big raises or flashy perks? In episode 339 of Your Path to Nonprofit Leadership, Rachel Platt, Founder of PLATTinum Consulting in Washington, DC, shares five smart, low-cost strategies any organization can use to strengthen staff engagement and reduce turnover. Drawing from her extensive background in HR, organizational culture, and nonprofit management, Rachel outlines simple yet powerful tools to boost morale, productivity, and connection. From her Teaching Tuesdays and Focus Fridays concepts to new approaches for recognition, communication, and workload balance, she demonstrates how creative leaders can build trust and loyalty - without spending a dime.
ABOUT RACHEL
Rachel Platt brings more than 20 years of experience helping organizations and individuals achieve enduring success through strategic human resources leadership. Before founding PLATTinum Consulting in 2018, she served as a Chief Human Resources Officer, Vice President, and Regional Director across diverse industries - building a reputation for creating pragmatic, people-centered solutions to complex organizational challenges. Through PLATTinum Consulting, a certified Women’s Business Enterprise (WBE), Rachel helps small and medium-sized nonprofits and businesses nationwide strengthen their people strategy. Her work focuses on employee engagement, leadership development, culture assessment and improvement, performance management, staff training, communications, talent acquisition, inclusion, and coaching.
EPISODE TOPICS & RESOURCES
338: Rebuilding When Your Fundraising Flatlines (Andy Price)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
When your fundraising model stops producing results, how do you rebuild your organization’s financial health while keeping your team and board engaged? In episode #338 of Your Path to Nonprofit Leadership, Andy Price, CEO of the Grand Canyon Council, Boy Scouts of America, shares the leadership principles and practical strategies that helped him turn years of deficit into sustained financial growth. Andy explains how he identified the warning signs of stagnation, rebuilt donor confidence, and diversified income streams to ensure long-term stability. He also shares insights on strengthening board partnerships through transparency, trust, and accountability.
ABOUT ANDY
Andy is the CEO of BSA’s Grand Canyon Council, based in Phoenix, Arizona, where he has led a remarkable organizational turnaround since 2018. Under his leadership, the Council has achieved five consecutive balanced budgets, diversified revenue streams, and restored trust with key stakeholders. Before joining the Grand Canyon Council, Andy served as Chief Operating Officer of the Circle Ten Council in Dallas, Texas - one of the largest Scouting councils in the country - where he oversaw financial operations, membership growth, and program innovation across 24 counties. Earlier, as CEO of the Golden Spread Council in Amarillo, Texas, Andy led significant growth in both youth participation and fundraising, earning multiple Journey to Excellence honors. Andy began his career in banking before transitioning to nonprofit leadership, bringing a disciplined, results-oriented approach to financial management and strategic planning. His career in Scouting has spanned more than 25 years, including key roles in Georgia and Alabama councils, where he helped launch new programs and expand outreach.
EPISODE TOPICS & RESOURCES
337: Leading for the Long Run: Building a Sustainable Nonprofit (Janelle Miller Moravek)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitmentto strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Nonprofit leadership can feel like a marathon of competing priorities, unexpected fires, and constant pressure to do more with less - yet it doesn’t have to mean sacrificing balance or long-term impact. In episode 337 of Your Path to Nonprofit Leadership, lifelong nonprofit leader Jannelle Miller Moravek shares practical ways to lead with resilience: set boundaries (“it’ll still be there tomorrow”), use the Eisenhower Matrix to decide what gets done, delegated, delayed, or dropped, and calendar project time with a buffer for “fires.” She shares why development literacy matters for every ED, how to hire people smarter than you, and why team “vibe” and curiosity beat credentials alone. Plus, a refreshingly doable take on succession planning and building a sustainable 40-hour culture for the long run.
ABOUT JANELLE
Janelle Miller Moravek is a nonprofit leader & mental health advocate. She has led Youth & Family Counseling as Executive Director since 2009, driving its growth and impact across Lake County, Illinois. With a deep commitment to increasing access to mental health services, she oversees strategy, programming, and operations while fostering strong partnerships throughout the community. Janelle plays a key leadership role in the region, serving on the board of the Lake County Alliance for Human Services and co-chairing the Lake County Behavioral Health Action Team. Her prior experience includes development roles at Carmel Catholic High School and Barat College. She holds a BA in French Studies from Wesleyan University.
EPISODE TOPICS & RESOURCES
336: Escaping Scarcity to Reclaim Strategic Leadership (Pierre Berastaín)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
What happens when scarcity becomes the default mindset in your organization? In episode #336 of Your Path to Nonprofit Leadership, global nonprofit leader Pierre Berastain reveals how operating with too little for too long goes far beyond financial strain - it reshapes culture, stifles innovation, and narrows leadership’s field of vision. Drawing from personal experience and his work addressing systemic challenges, Pierre explains the structural, psychological, and relational costs of scarcity and why they so often leave organizations stuck in survival mode. He challenges leaders to step back, examine strategy, culture, and systems, and ask whether decisions are driven by fear or clarity. With practical insights and examples, this conversation offers nonprofit leaders a roadmap to shift from reactive to strategic, reimagine what’s possible, and create healthier, more resilient organizations that protect people while advancing mission.
ABOUT PIERRE
Pierre Berastaín is the Regional Director for North America of the Centre for Public Impact. He brings over 15 years of experience in organizational management and program implementation. He is the co-founder of Caminar Latino-Latinos United for Peace and Equity, a national organization focused on addressing gender-based violence. He has previously held leadership roles at organizations such as the District Alliance for Safe Housing, Harvard University, and Esperanza United, focusing on gender-based violence. A published author and public speaker, Pierre has been recognized for his work in immigration, LGBTQ advocacy, and restorative justice. Pierre holds degrees from Harvard College and Harvard Divinity School and a doctorate in public health from UNC Gillings School of Global Public Health. Originally from Peru, he now lives in Washington, DC with his husband Paul.
EPISODE TOPICS & RESOURCES
335: A Roadmap to Board Service (Dr. Keith Dorsey)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
What does it take to prepare yourself, or your board, for greater impact? In episode #335 of Your Path to Nonprofit Leadership, Keith Dorsey shares a clear and actionable framework for leaders to step into meaningful board roles AND recruit talented volunteers to serve their organizations. Drawing on his own journey and extensive research, he highlights why nonprofit leadership experience is fully transferable and how to leverage it with intentionality. His “five capitals” model - human, social, director, cultural, and commitment - offers a self-assessment tool to identify gaps and strengthen candidacy. He challenges common assumptions about who is “qualified” to serve, reframing recruitment around skills, strategy, and diversity of thought.
ABOUT KEITH
Dr. Keith D. Dorsey is an executive coach, thought leader, and author specializing in leadership development, corporate governance, and Optimal Diversity. With 25+ years of senior leadership experience, he empowers individuals and teams to reach their full potential. His book, The Boardroom Journey: Practical Guidance for Women to Secure a Seat at the Table, provides actionable strategies for aspiring board members to succeed in governance. Keith earned his Doctorate in Organizational Change and Leadership from USC and an MBA from Pepperdine. A sought-after advisor, he helps leaders break barriers, build social capital, and lead with purpose at the highest levels.
EPISODE TOPICS & RESOURCES
334: The Three Levels of Nonprofit Leadership (Chris Wong)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
How do you build a high-performance culture when emerging leaders crave autonomy, mid-career managers seek influence, and senior executives must crush silos? In episode #334 of Your Path to Nonprofit Leadership, leadership coach Chris Wong of Leadership Potential unpacks practical moves at every stage. Emerging leaders learn to separate required processes from personal preferences, document what lives in their heads, and delegate with “maximum accountability and maximum support.” Mid-career professionals can use Wong’s BRIDGE framework to map real power, set relationship goals, read communication styles, recruit allies, deliver visible value, and plan authentic engagement. Senior executives tackle cross-department turf wars through clear roles, open dialogue, and meetings with explicit outcomes.
ABOUT CHRIS
Chris is a certified executive coach, certified nonprofit strategy coach, licensed therapist, and seasoned leadership development professional with a proven track record in the nonprofit sector. His extensive experience spans nonprofit, health insurance, and government systems. Currently, he partners with human service nonprofit executives to fix dysfunctional organizations and create high performing cultures. This involves working with nonprofit leaders around overcoming barriers to executing strategic plans as well as addressing challenges such as conflict resolution, culture enhancement, board engagement, building influence, and fostering inclusive work environments.
EPISODE TOPICS & RESOURCES
333: 5 Levels to Sustainability (Dan Johnson)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
Why do so many passionate nonprofit leaders struggle to keep their organizations alive? In episode #333 of Your Path to Nonprofit Leadership, Dan Johnson shares the hard lessons he’s learned from launching and supporting dozens of organizations, and introduces a powerful framework: the 5 Levels of Sustainability. Vision, team, fundraising, impact, and marketing may sound familiar, but Dan explains why the sequence is critical and how each level builds on the last. Through vivid stories from grassroots movements to disaster relief efforts, he emphasizes the balance leaders must strike between passion and practicality. Whether you’re building a new nonprofit or leading an established one, Dan’s insights will help you clarify your vision, avoid burnout, and position your organization for long-term impact.
ABOUT DAN
Dan Johnson is a 4x nonprofit founder, former impact evaluator, and nonprofit coach. He grew his first nonprofit to 10,000 volunteers nationwide in three years and has created federal and state policy change on numerous issues. Dan’s work has been featured in The Nonprofit Communications Report, CNN, The Chicago Tribune, The Examiner, Mic Magazine, and organizations he’s helped have been featured in national outlets including Vanity Fair, the New York Times, and hundreds of local news stories. Dan developed the 5 Levels of Sustainability to give business owners and professionals a pathway to creating a nonprofit that lasts. He serves these leaders through 1:1 and group coaching programs.
EPISODE TOPICS & RESOURCES
332: Endowment Essentials Every Nonprofit Leader Must Know (John Griffith)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
Are you so focused on meeting this year’s budget that you’re neglecting the long-term financial stability your nonprofit needs to survive and thrive? In episode #332 of Your Path to Nonprofit Leadership, financial strategist John Griffith dismantles common myths and explains why endowments are essential for long-term stability, mission growth, and donor engagement. He reveals how shifting from a poverty mindset to a strategic mindset can transform your organization’s financial future, diversify revenue streams, and provide resilience in times of economic uncertainty. Learn practical ways to educate your board, integrate endowment goals into your strategic plan, and create broad funding “buckets” that align with your mission while inspiring donor investment.
ABOUT JOHN
John Griffith, Director and Endowment Specialist at Hirtle Callaghan & Co., brings over 35 years of nonprofit experience. He leads the firm’s holistic planning process, partnering with Investment Committees to design investment programs aligned with mission, goals, and risk tolerance. He advises endowments on strategic issues such as spending and liquidity policies, debt management, capital campaigns, operating reserves, and governance. From 2003 to 2014, John served as CFO and Treasurer of Bryn Mawr College, overseeing its $850 million endowment, modernizing and diversifying its portfolio, and earning a rare debt rating upgrade during the recession. He previously held senior financial roles at the University of New Hampshire and began his career at Coopers & Lybrand. John holds a Master’s in Finance from Bentley University and a B.A. in Business Administration from the University of New Hampshire.
EPISODE TOPICS & RESOURCES
331: 3 Keys to Great Nonprofit Leadership (Dianne Chipps Bailey)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
What does it take to lead with purpose and longevity in today’s nonprofit sector? In episode 331 of Your Path to Nonprofit Leadership, Dianne Chipps Bailey shares three essential practices for sustaining strong leadership: diversifying revenue beyond institutional funders, building authentic board engagement rooted in trust and structure, and prioritizing self-care for long-term impact. Drawing from her legal and philanthropic background, Dianne outlines how nonprofit leaders can unlock transformational gifts from individuals and families, advocate for employment agreements and sabbaticals, and model healthy leadership habits. She also emphasizes the growing power of women in philanthropy and the importance of creating a personal board of advisors.
ABOUT DIANNE
Dianne Chipps Bailey is Managing Director and National Philanthropic Strategy Executive for Philanthropic Solutions at Bank of America Private Bank. Dianne and her team deliver customized consulting and advisory services on topics including strategic visioning, mission advancement, high-impact grant making, leadership development, governance and board dynamics. Her professional passion is empowering donors and nonprofit leaders to create meaningful and enduring change. She enjoys sharing what she’s learned about best practices and trends in philanthropy. Her insights have been featured in Axios, Barron’s, Business Insider, Fortune, The Washington Post and The New York Times, among other publications. She has served on and led many nonprofit boards and is a passionate advocate for women’s leadership, currently serving as chair of the Women’s Philanthropy Institute national council.
EPISODE TOPICS & RESOURCES
330: How to Partner with Family Foundations (Tom Kelly)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more at ArmstrongMcGuire.com.
What if the key to growing your nonprofit’s sustainability and reach was hiding in plain sight? In episode 330 of Your Path to Nonprofit Leadership, entrepreneur and philanthropist Tom Kelly shares how family foundations, often overlooked or misunderstood, can be powerful allies for nonprofit leaders. He breaks down the misconceptions that keep organizations from building relationships with these under-the-radar funders and offers practical strategies for meaningful engagement. Tom also explores why thinking like a for-profit business is essential to scaling nonprofit impact. Listeners will learn how to use AI to increase fundraising efficiency, how to build multigenerational philanthropic strategies, and why “living your legacy” now is just as important as what you leave behind.
ABOUT TOM
Tom Kelly is an entrepreneur, Legacy Builder, and Founder of Legacy by Design. He helps high-net-worth families protect wealth, amplify influence, and create lasting legacies. As the founder of Legacy by Design, he empowers first-generation wealth builders to establish Private Family Foundations for tax benefits, financial literacy, and philanthropic impact. With a track record of scaling businesses to 8-figure revenues and raising over $500 million for nonprofits, Tom’s entrepreneurial approach ensures families turn success into significance for generations.
EPISODE TOPICS & RESOURCES
329: Leading with Transformation (Ora Grodsky)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more at ArmstrongMcGuire.com.
Why do so many nonprofit leaders feel stuck, even when the problem is clear? In episode #329 of Your Path to Nonprofit Leadership, we explore the deeper mindset shifts and systemic insights necessary for meaningful change with Ora Grodsky, author of Justice, Love, and Organizational Healing and the Principal of Just Works Consulting. Sheshares how you can move your organization beyond a “transactional fix” to a genuine culture shift, and explains the importance of holding space over having all the answers. Learn how to elevate every voice in the room, and approach problems with fresh eyes and shared power. Whether you're navigating change or planning a board retreat, this episode offers practical tools and inspiration to lead with humility, strategy, and humanity.
ABOUT ORA
Ora Grodsky is a mission-driven consultant with over 25 years of experience working with social justice-oriented organizations, guiding change efforts, leading participatory and productive planning processes, and supporting leaders in the service of justice and love. Ora co-founded the AIDS Care Project - at one time the largest holistic clinic in the US - during the early days of the AIDS epidemic. Through these experiences, Ora developed the question “How can we humans work together to create a just and sustainable world while nourishing and sustaining our own lives and spirits?” This question led her back to graduate school at the Harvard Graduate School of Education and onto the path of organizational development. She is the author of the new book: Justice, Love, and Organizational Healing: A Guide to Transformational Consulting.
EPISODE TOPICS & RESOURCES
328: From Proposals to Partnerships: What Funders Really Want (Whitney Feld)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more at ArmstrongMcGuire.com.
What if the best way to secure funding is to stop writing proposals and start building relationships? In episode #328 of Your Path to Nonprofit Leadership, foundation president Whitney Feld offers a fresh perspective on what funders really want. She unpacks the power of bold, relational philanthropy, where trust, humility, and partnership drive investment. She explores why funders are shifting away from transactional models, how to articulate catalytic impact, and why investing in talent is as important as investing in programs. Whitney also addresses the potential of AI in philanthropy, the importance of vulnerability with funders, and the rising tide of collaborative giving. Nonprofit leaders will leave this episode inspired and better equipped to build lasting, transformational funder relationships.
ABOUT WHITNEY
Whitney Feld is the inaugural president of the Bissell Ballantyne Legacy Foundation (BBLF), a private family foundation established by Smoky and Margaret Bissell. She leads BBLF’s grant making across health, human services, and education in Charlotte-Mecklenburg, having built the foundation’s strategic and governance framework from the ground up. Previously, Feld served in regulatory relations at Wells Fargo and spent six years at Foundation For The Carolinas, where she led divisions including Planned Giving and Family Office Partners. She advised FFTC’s most complex donors on philanthropy, legacy planning, and multi-generational engagement. A former special education teacher in Brooklyn, Feld is a passionate advocate for nonprofits, serving on several local boards. She holds degrees from Miami University (BA), Pace University (M.Ed), and Charleston School of Law (JD), and is licensed to practice law in North Carolina.
EPISODE TOPICS & RESOURCES
327: Banking on Impact: How TowneBank Champions Nonprofit Success (Alice Joyce & Carol Holland)
SUMMARY
Special thanks to TowneBank for their commitment to nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
What makes a community bank an essential ally for nonprofit leaders? In episode 327 of Your Path to Nonprofit Leadership, Alice Joyce and Carol Holland explore how genuine relationships, personal service, and community involvement distinguish their approach to nonprofit partnerships. From offering no-cost resources like boardroom space and networking events to specialized banking services designed with nonprofits in mind, they show how banks can be more than just financial institutions but collaborators, connectors, and champions of community impact.
ABOUT ALICE
Alice brings over 20 years of banking experience, helping individuals and businesses—especially nonprofits, healthcare providers, attorneys, executives, and small business owners—achieve their financial goals. She leads a monthly Lunch and Learn series for local nonprofits, providing valuable education and growth opportunities. Alice serves on the boards of WIN (Women in Networking) Uptown and the Executives Association of Charlotte, reflecting her passion for community leadership. A Pittsburgh native, she earned her B.S. in Marketing from Indiana University of Pennsylvania and now lives in Mount Holly with her husband, Kevin.
ABOUT CAROL
Carol brings over 30 years of banking experience and manages a portfolio of over 350 nonprofits and associations in the Triangle, focusing on relationship-building and collaboration. She leads a bimonthly Nonprofit Lunch & Learn and regularly creates opportunities for nonprofit engagement. Carol has deep ties to Raleigh’s nonprofit community, serving on boards including Junior Achievement of Eastern NC, NC Arts in Action, and SAFEchild. She’s also volunteered with organizations like the Salvation Army, Rise Against Hunger, the Food Bank, and Habitat for Humanity. Carol holds degrees from UNC-Chapel Hill and Meredith College and is a graduate of the NC School of Banking.
EPISODE TOPICS & RESOURCES
326: 5 Essential Topics Every Nonprofit Leader Should Know (David Rhode)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
Are you leading with passion but still struggling to build a sustainable nonprofit? In episode 326 of Your Path to Nonprofit Leadership, David Rhode dives into five critical areas every nonprofit leader must master to thrive in today’s challenging environment. From forming authentic corporate partnerships to understanding the long game of branding, you’ll get practical strategies that go beyond theory. Learn how to make AI your secret weapon for efficiency, build a focused KPI dashboard that actually guides decision-making, and prepare for inevitable crisis communications with clarity and confidence. Drawing on lessons from coaching and frontline leadership, this episode is a must-listen for leaders of small to mid-sized organizations looking to grow with intention.
ABOUT DAVID
In 2005, David Rhode founded, led and scaled Pitch In For Baseball and Softball, a nonprofit organization that increased access to baseball and softball for children in under-resourced communities through the donation of equipment and uniforms. After leaving Pitch In For Baseball and Softball in 2019, David founded Dot Dot Org, a nonprofit consulting firm focusing on CEO mentoring. David teaches Nonprofit Branding and Nonprofit Consulting at the University of Pennsylvania. He is also the Deputy Director at PennPAC, an organization that mobilizes pro bono teams of University of Pennsylvania alumni as consultants to strengthen the nonprofit sector. He is the author of “Passion Isn’t Enough: A Practical Guide for Nonprofit Leaders,” released in November 2024. He and his family now live in New York City.
EPISODE TOPICS & RESOURCES
325: The Strategic Leap: How Nonprofit Leaders Can Scale with Intention (Shilpa Alva)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
What does it really take to scale a nonprofit while staying true to your mission and avoiding burnout? In episode 325 of Your Path to Nonprofit Leadership, Shilpa Alva shares how her organization, Surge, achieved 70% growth while remaining community-led, women-centered, and globally impactful. Listeners will learn how to build infrastructure before chasing funding, why modular programming enables nimble scaling, and how multiple advisory boards can fuel strategic expansion without overloading core staff. She also discusses how self-care and reflection are essential, not optional, for sustainable leadership. Whether you're in the early stages of growth or navigating a bold, new strategic plan, you’ll gain practical insights on fundraising, board development, and leading with authenticity.
ABOUT SHILPA ALVA
Shilpa’s motivation to start Surge began when she was a child visiting family in India. She saw children her age who didn’t have the luxury of playing; instead, many were fetching water. Even as a seven-year-old child, she saw the inequity. Children should not have to bear this kind of responsibility for their family’s survival. The founding of Surge in 2008 was in response to this essential need, and Shilpa spent increasingly more time in the communities where they work. That is how Surge’s community-led, women-centered model came to be. She listened to and learned from the locals and understood that in order to drive sustainable change, it had to be them driving the agenda on their terms and timeline. Today, a global team of talented staff and volunteers run Surge. And together with local community leaders, they are making a transformational difference.
EPISODE TOPICS & RESOURCES
324: Building the Foundation for Nonprofit Success (Patricia Glass)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Whether you’re looking for your next leadership opportunity, or your organization needs an interim or permanent leader, they can help. Learn more at armstrongmcguire.com.
Are you building your nonprofit on passion alone, only to find yourself overwhelmed, under-resourced, and unsure how to move forward? In episode #324 of Your Path to Nonprofit Leadership, Patricia Glass shares her deeply personal journey from grief to grassroots leadership, revealing the hard-won lessons behind starting and sustaining a nonprofit. Drawing from her own missteps and her work with other founders at Flourish Nonprofits, she outlines the critical elements every startup nonprofit needs: clear community alignment, operational structure, and the right board—not just friends and family. She challenges listeners to replace competition with collaboration and offers practical guidance on evaluating need, communicating expectations, and building a culture of accountability. Whether you're just starting out or seeking to grow with purpose, this episode is a powerful reminder that heart alone isn’t enough—strategy and community are essential.
ABOUT PATRICIA
Patricia Glass has been a cornerstone in community development in Tyler, Texas. Growing up in a background marked by poverty, she learned early the transformative power of community aid, which ignited her passion for advocacy and led to the creation of Flourish—a hub designed to empower nonprofits, entrepreneurs, and small businesses. Holding certifications in Nonprofit Management and Advance Nonprofit Management from UT Tyler and being recognized as a Certified Nonprofit Professional, Patricia’s involvement extends beyond leadership. She actively serves on various boards and committees and is a nonprofit founder. She dedicates herself to building a space where individuals and organizations can connect, grow, and find the resources to succeed.
EPISODE TOPICS & RESOURCES
323: Unlock the Unrestricted Gifts You Deserve (Sherry Quam Taylor)
SUMMARY
Special thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more about how they can help you at ArmstrongMcGuire.com.
If your organization is stuck chasing small, restricted gifts through events, sponsorships, or appeals, it’s time for a mindset shift. In episode #323 of Your Path to Nonprofit Leadership, Sherry Quam Taylor reveals why general operating support isn’t as elusive as many believe, and how fundraisers can confidently lead donors to their best, most flexible gifts. She breaks down how to stop defaulting to transactional fundraising, how to engage board members and CEOs in authentic donor relationships, and why knowing your numbers is essential to making a compelling case. You’ll learn how to move donors from “project-only” thinking to true investment in your mission. This episode is a must-listen for nonprofit leaders ready to align their time with transformational fundraising and finally unlock the unrestricted gifts they deserve.
ABOUT SHERRY
Sherry Quam Taylor works with business-minded Nonprofit CEOs whose Strategic Plans require expansive budgets and larger amounts of unrestricted revenue for growth and infrastructure. As a result of learning her methodology, Sherry’s clients become sustainable, diversify revenue, and know how to add significant amounts gen-ops revenue to their budgets. But mostly, their development departments and boards transform into high-ROI revenue generators – aligning their hours with relational dollars and are set free from time-consuming transactional activities like events, appeals, and campaigns. Sherry attributes the success of her business to her passion for modeling radical confidence to the future CEOs in her house - her two college-aged daughters.
EPISODE TOPICS & RESOURCES
322: How Can You Make Your Nonprofit’s Message Stick? (Salvatore Manzi)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Why do even the most passionate nonprofit leaders struggle to cut through the noise and communicate a message that truly inspires action, and what can they do to make it stick? In episode 322 of Your Path to Nonprofit Leadership, leadership communication coach Salvatore Manzi shares powerful, practical strategies to help leaders develop presence, inspire trust, and communicate with impact. He introduces key frameworks including “project confidence, command attention, inspire trust,” the “You-Then-Me” approach for difficult conversations, and the “humble brag” formula for sharing accomplishments without sounding boastful. Learn how to build a shared story vault to unify your team’s messaging, prepare for crisis communication with clarity, and transform your storytelling into a tool for deeper engagement and fundraising success. Whether you're an introvert or an experienced public speaker, this episode offers essential communication tools every nonprofit leader can use to rise above the noise and make their message truly resonate.
ABOUT SALVATORE
Salvatore Manzi is a leadership communications coach, speaker, and facilitator helping nonprofit leaders amplify their message and impact. With over 20 years of experience coaching executives, scientists, and investment officers, he brings research-driven strategies to organizations like Habitat for Humanity, United Way, and REDF. Studying the psychology and neuroscience of communication, Salvatore has developed proven frameworks to help leaders inspire action, build trust, and engage donors, teams, and boards with greater clarity and confidence.
EPISODE TOPICS & RESOURCES
321: How to be an Adaptive Leader in Turbulent Times (Theo Ellington & Genevieve Leighton-Armah)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more at TowneBank.com/NonprofitBanking.
What does it take to lead with purpose when resources are stretched, burnout is high, and the future feels uncertain? In episode #321 of Your Path to Nonprofit Leadership, Genevieve Leighton-Armah and Theo Ellington share how Black Citizen is redefining leadership development through trust-based philanthropy, flexible funding, and deep community engagement. Grounded in their lived experience and commitment to equity, they describe how their cohort model supports Black change makers with grants, coaching, and media tools to amplify impact and avoid isolation.
ABOUT THEO
Theo Ellington has extensive public and private sector organizing experience. As co-founder of Black Young Democrats of SF, he successfully fought against Stop-and-Frisk and later led The Salvation Army’s efforts to double its impact on homelessness, modernize its real estate, and respond to COVID-19—generating $10M in new revenue. As a city commissioner, he helped create over 1,200 affordable housing units. At the Golden State Warriors, Theo secured approvals for a $1B arena across 14 agencies. He holds a BA in Political Science from Notre Dame de Namur University and an MA in Urban Affairs from the University of San Francisco.
ABOUT GENEVIEVE
Genevieve Leighton-Armah is a first-generation Dominican and Ghanaian changemaker working with BIPOC youth and elders in criminal justice reform, violence prevention, and advocacy. For over 12 years, she’s led nonprofit initiatives connecting young people to tech/media careers and advancing equity across Northern California. She designs trauma-informed programs for healthcare settings and launched Bay Area Black Leaders in response to George Floyd’s death, centering restorative rest and equity planning for Black leaders. She earned a BA in Criminal Justice with a minor in Ethnic Studies from San Francisco State University.
EPISODE TOPICS & RESOURCES
320: From Paper to Progress: 4 Steps to Actionable Strategy (Rebecca White)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Why do so many strategic plans gather dust instead of driving impact? In episode #320 of Your Path to Nonprofit Leadership, nonprofit strategist Rebecca White unpacks why well-intentioned plans often fail, and what to do about it. She offers a practical, four-step approach to move strategy from paper to progress: audit your existing plan, define decision filters, align capacity with goals, and build weekly accountability into your implementation. Rebecca also shares how to identify interdependencies, avoid burnout through realistic resource planning, and maintain momentum through continuous monitoring. Whether you lead a small shop or a growing organization, you'll find clear tools to turn lofty goals into manageable actions. Plus, get an insight into her popular capacity calendar and strategy-to-action funnel, frameworks designed to make your planning process more grounded, realistic, and effective.
ABOUT REBECCA
With over two decades of experience leading teams and developing resources in the nonprofit sector, Rebecca White brings a deep understanding of the unique challenges mission-driven organizations face. Now a consultant, Rebecca helps nonprofit organizations effectively action their strategic plan, within currently available resources. A Standards for Excellence© Licensed Consultant through Maryland Nonprofits, Rebecca works to be a catalyst for positive change. Rebecca lives in the Texas Hill Country, serving on two local nonprofit boards. Rebecca enjoys pickleball, hiking, and reading. And is a fierce defender of the Oxford comma.
EPISODE TOPICS & RESOURCES
319: Become Fireproof: Negotiate Your Salary, Severance & Sanity (Sean Kosofsky)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Are you protecting yourself as well as your nonprofit’s mission? In episode #319 of Your Path to Nonprofit Leadership, nonprofit leader and consultant Sean Kosofsky breaks down the critical, but too often overlooked, topics of executive compensation, board accountability, and employment protection. Drawing from decades of experience across advocacy, political campaigns, and executive leadership, he offers a no-nonsense approach to overcoming the sector’s toxic “poverty mindset.” Kosofsky lays out practical steps nonprofit leaders can take to negotiate fair compensation, demand severance protections, and rebalance the power dynamics between boards and executives. You’ll learn how to implement board agreements, hold board members accountable, and use contracts to ensure job security, all without compromising your mission. Whether you're a seasoned executive or a first-time ED, this conversation provides the tools you need to lead with confidence, clarity, and sustainability.
ABOUT SEAN
Sean Kosofsky is the Nonprofit Fixer! He is a coach, consultant, trainer, speaker, author, and strategic advisor. For the past 33+ years, he has helped causes, campaigns and candidates raise millions of dollars and transformed nonprofit organizations and leaders. He has served in a wide variety of roles in nonprofits, including policy, communications, development, grassroots organizing, direct service, board leadership, and executive director. He has worked on a wide range of issues, including LGBTQ equality, reproductive justice, voting access, bullying prevention, climate change, and more. His work has been covered in media outlets internationally and he has received many awards and recognitions from the sector. His work and advice has been featured by AFP, Candid, Idealware, Bloomerang, TechSoup, and more. He is an author and the owner of Mind the Gap Consulting. Sean is a proud Detroit native but lives with his husband and dog in New York City.
EPISODE TOPICS & RESOURCES
318: AI for Nonprofit Leaders – Beyond the Hype (Andrew Gossen & Stamie Despo)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life. Learn more at TowneBank.com/NonprofitBanking.
How can nonprofit leaders cut through the noise and start using AI to strengthen relationships, increase efficiency, and stay mission-driven? AI is reshaping how nonprofits engage donors, manage data, and build relationships. In episode #318 of Your Path to Nonprofit Leadership, nonprofit marketing and fundraising experts Andrew Gossen and Stamie Despo share why nonprofit leaders can’t afford to ignore AI.
ABOUT ANDREW
Andrew is executive director for communications, marketing, and participation at Cornell University's Division of Alumni Affairs and Development. Since joining Cornell in 2010, he has integrated emerging digital technologies, including social media and crowdfunding, into the division’s strategy. Previously, he spent eight years in various roles at the Alumni Association of Princeton University. Gossen focuses on using digital tools to build audiences and mobilize support for causes and organizations. A frequent speaker to domestic and international audiences, he has served on the CASE Commission on Alumni Relations, co-chaired the CASE Joint Commission Task Force on Social Media, and received a CASE Crystal Apple Award for Teaching Excellence in 2018. He holds a bachelor’s degree from Princeton and a doctorate in social anthropology from Harvard.
ABOUT STAMIE
Stamie brings over 20 years of experience in philanthropy to Cornell University. Previously she served as the Executive Director of Susan G. Komen for the greater Charlotte, NC, area. Stamie was a 2019 honoree for the Charlotte Athena Leadership Award for Service. Her focus in philanthropy is engaging donors in a meaningful and authentic way, creating a culture of philanthropy, building relationships and providing strategic leadership. She holds a Bachelor’s degree in economics, Cum Laude, from Smith College, a Masters in Teaching degree, Summa Cum Laude, from Monmouth University, a Non-Profit Management Certificate from Duke University, and an Event Planning Certificate from UNC Charlotte.
EPISODE TOPICS & RESOURCES
317: Crisis-Proof Your Leadership (Mary Kelly)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more at TowneBank.com/NonprofitBanking.
Why do so many nonprofit leaders feel unprepared when crisis strikes and what can they do today to ensure they’re ready to lead with confidence when it inevitably does? In episode 317 of Your Path to Nonprofit Leadership, Mary Kelly offers a masterclass in crisis-ready leadership for nonprofit executives. Drawing from her 25-year naval career and deep experience with mission-driven organizations, she unpacks how to prepare for the inevitable disruptions that challenge even the strongest leaders. She introduces the PIVOT model—Purpose, Influence, Volatility, Opportunity, and Tools—as a practical framework for guiding your team through uncertainty. Learn how to balance emotional resilience with decisive action, how to keep teams focused during volatility, and why preparation, not panic, is the true hallmark of great leadership. Mary also shares productivity tools and planning habits to strengthen daily performance and long-term strategy. This is an essential listen for nonprofit leaders seeking to crisis-proof their organizations while building trust, clarity, and confidence.
ABOUT MARY
Mary Kelly is a leadership expert and Hall of Fame speaker who helps leaders and teams navigate crises, challenges, and change with clarity and confidence. A retired Navy Commander with a PhD in economics, she brings 21 years of military service and decades of teaching and consulting experience to her work. Mary is the author of 15 books, including How to Lead Yourself and Your Teams Through Crises and FutureNomics. She delivers keynotes, trainings, and coaching that improve leadership, boost productivity, and drive profit growth. Based in Denver, Dallas, and Nashville, she’s also a board member, dog mom, wine enthusiast, and lover of all things strategy. Access her tools at www.ProductiveLeaders.com/free-resources.
EPISODE TOPICS & RESOURCES
316: Building a Mission-Driven Nonprofit That Pays the Bills (Maggie Kane)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
How do you stay true to your mission while keeping the lights on? In episode 316 of Your Path to Nonprofit Leadership, we dive into that question and others with Maggie Kane, who shares the story behind A Place at the Table, a nonprofit café in Raleigh, NC, where good food and community go hand in hand through a pay-what-you-can model. You’ll hear candid lessons about sustaining a powerful mission with sound financial strategy, balancing fundraising, revenue generation, and creative pivots when the economy shifts. From developing a board from hands-on to strategic, to hiring for mission alignment, to introducing catering and curbside services, this conversation offers practical insights for nonprofit leaders navigating growth. It’s a masterclass in inclusive leadership, strategic planning, and building a culture where staff, volunteers, and diners feel seen, heard, and valued.
ABOUT MAGGIE
Maggie is the Founder and Executive Director of A Place at the Table, Raleigh’s first pay-what-you-can nonprofit cafe. She graduated from NC State University in 2013 and began working for a nonprofit with people experiencing homelessness. By befriending many people living on the margins, she saw the challenges of food insecurity as well as providing dignity to those in need. In February 2015, A Place at the Table was born and Maggie never looked back. Opening in January 2018, Table has served thousands of people in Raleigh with a dignified and an affordable meal, together. Maggie has a heart to serve, a desire to always be inclusive, and a passion for loving people. She lives in Raleigh, loves to jump rope, and eats a large amount of peanut butter. She loves hiking in the mountains, and all things sunflowers.
EPISODE TOPICS & RESOURCES
315: Lessons Nonprofit Leaders Can Teach the Business World (Nick Grono)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Let’s flip the usual script! Rather than learning from business practices, what if the business world learned from you? In episode #315 of Your Path to Nonprofit Leadership, Nick Grono shares powerful insights on why purpose-driven leadership is nonprofits' greatest strength, and why corporations are striving to replicate it. Drawing from his work leading the Freedom Fund, he explores how nonprofit leaders master the art of stakeholder balance, measure complex impact, foster true collaboration without competition, and build resilient, mission-aligned teams. Nick offers candid advice on strategic planning, board relationships, fundraising with authenticity, and navigating tough leadership decisions. Grounded in optimism and hard-won experience, this conversation reminds nonprofit leaders of the transformational role they play, and how the world needs their example now more than ever.
ABOUT NICK
Nick Grono is an Australian human rights campaigner and author. His book “How to Lead Nonprofits” was published in July 2024. Nick has been the CEO of the Freedom Fund, a collaborative fund dedicated to ending modern slavery and human trafficking around the world, since its founding in 2014. He has twenty years of leadership experience of US and international nonprofits, and another decade working in corporate law, government, and investment banking. He was CEO of the Walk Free Foundation, Deputy President of the International Crisis Group, and Chief of Staff and National Security Adviser to the Australian Attorney-General. He is a member of the advisory council of Global Witness. Nick has briefed the United Nations Security Council and testified before parliamentary committees in the UK, Australia and the Netherlands. He has appeared on national and international tv and radio shows, and written for international publications including the New York Times, The Guardian and the Stanford Social Innovation Review.
EPISODE TOPICS & RESOURCES
314: It’s Time to Rethink How Your Nonprofit Does Marketing (Lou Kotsinis)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Many nonprofits treat marketing as a luxury or an afterthought, but doing so limits their impact. In episode #314 of Your Path to Nonprofit Leadership, digital strategist Lou Kotsinis challenges nonprofit leaders to rethink their approach, emphasizing that marketing must be mission-critical, not secondary. Lou breaks down why an authentic story, a strong digital presence, and consistent audience engagement are essential for growth. He shares how to simplify data tracking, leverage free tools like Google Analytics, and start using AI platforms to better understand and expand reach. For organizations with tight budgets, Lou offers practical tips to build momentum without needing massive resources. If you want to increase awareness, grow fundraising success, and fulfill your mission more effectively, it’s time to rethink not just how you market, but how you prioritize marketing across your organization.
ABOUT LOU
Lou Kotsinis is CEO and Co-Founder of BCS Interactive, a digital marketing agency focused exclusively on the nonprofit and educational communities. Since co-founding BCS in 2011, Lou leads a team of designers, technologists, and strategists that have helped organizations such as The World Childhood Foundation, The Seeing Eye and the New Jersey Conservation Foundation craft authentic stories, showcase their impact, and grow their causes. Prior to co-founding BCS Interactive, Lou was marketing manager at Time Warner Trade Publishing, the book-publishing arm of Time Warner. Lou graduated from Rutgers University, New Brunswick with a B.A. in English and History. His interests include hiking, reading, and practicing yoga. He’s deeply passionate about political reform and pro-democracy efforts and is an advocate of initiatives such as FairVote and the Institute for Political Innovation.
EPISODE TOPICS & RESOURCES
313: What They Don’t Tell You About Being a Nonprofit Leader (Kevin Dean)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help at TowneBank.com/NonprofitBanking.
What happens when your first day as an executive director ends in tears - and your second day requires laying off most of the staff? In episode #313 of Your Path to Nonprofit Leadership, Kevin Dean shares the raw truths about the loneliness, imposter syndrome, and burnout that often accompany nonprofit leadership. From leading a turnaround at Literacy Mid-South to scaling the Tennessee Nonprofit Network, Kevin reveals how he built his support system, learned to fundraise as an introvert, and developed a long-term career plan grounded in both lived experience and education. He offers hard-won lessons on board engagement, strategic risk-taking, and authentic mentorship - urging seasoned leaders to guide the next generation. A must-listen for navigating the highs and lows of leadership in the nonprofit sector.
ABOUT KEVIN
Kevin Dean is President & CEO of the Tennessee Nonprofit Network and a nationally recognized leader in nonprofit capacity building. His previous roles include Executive Director of Literacy Mid-South, Director of Development at Hope House, and Community Services Director at Volunteer Memphis. He holds a BA in Communications from the University of Memphis, an MA in Executive Leadership from Christian Brothers University, and a doctorate in Organizational Leadership and Learning from Vanderbilt University. A licensed Standards for Excellence consultant and BoardSource-certified in board education, Kevin has earned numerous honors, including Memphis’ Top 40 Under 40, the ProLiteracy Award for Community-Based Adult Literacy, and Memphis Magazine’s CEO of the Year. He currently serves on the National Council of Nonprofits board and the Federal Reserve Bank of St. Louis’ Community Development Advisory Council.
EPISODE TOPICS & RESOURCES
312: Moving Your Organization from Toxic Stress to Radical Resilience (Brett Loftis)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help you at TowneBank.com/NonprofitBanking.
Why are so many nonprofit leaders exhausted, irritable, or dealing with chronic health issues—and not realizing the deeper cause? In episode 312 of Your Path to Nonprofit Leadership, Brett Loftis explores how unacknowledged trauma and toxic stress infiltrate nonprofit organizations, often masked as burnout or fatigue. Brett, a national leader in trauma-informed care, explains how individuals and entire organizations can become "trauma-organized," and what it takes to shift toward radical resilience. Drawing on decades of experience in child advocacy and organizational leadership, he shares practical tools like emotional safety plans and values-based leadership practices that support healing and sustainability. Learn why self-awareness, grief processing, and cultural rituals are essential for leaders and teams to thrive—and how your organization can transform stress into strength. This episode is a must-listen for any nonprofit leader seeking long-term impact and well-being.
ABOUT BRETT
Brett Loftis graduated from Furman University with degrees in Sociology and Political Science and in 2000 from Wake Forest University School of Law. After spending numerous years working in ministry and child advocacy, including as the Executive Director of the Council for Children’s Rights in Charlotte, NC, Brett came to Crossnore in 2013 as Chief Executive Officer. In this role, Brett leads all initiatives of the organization, including programs, external relations, operations, and organizational growth. In his spare time, he enjoys coaching youth soccer and basketball. Brett is married to Sally, and the couple has three sons.
EPISODE TOPICS & RESOURCES
311: Leading with Systems: The Secret to Mission-Driven, High-Performing Nonprofits (Kevin Wilkins)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help at TowneBank.com/NonprofitBanking.
Are you so focused on keeping your nonprofit running that you don’t have time to step back and fix the systems holding you back? In episode 311 of Your Path to Nonprofit Leadership, organizational expert Kevin Wilkins shares how to break free from these constraints and build a thriving, mission-driven culture. Expert insights reveal why culture is the strongest predictor of success, how to foster collaboration despite competition for funding, and why strategic planning should be adaptable rather than rigid. Discover practical steps to strengthen organizational effectiveness, align people with processes, and implement a plan that doesn’t just sit on a shelf. Explore how stakeholder engagement, accountability structures, and performance management drive long-term impact. Whether leading a small nonprofit or managing complex systems, this discussion provides actionable strategies to maximize resources and create lasting change.
ABOUT KEVIN
Kevin N. Wilkins is the Founder and CEO of Trepwise, a strategy consulting firm dedicated to unlocking the potential of purpose-driven organizations by aligning people, process, and vision. With over 35 years of experience across corporate, nonprofit, and private ventures, Kevin has led Trepwise to support over 700 organizations. Since moving to New Orleans, he has worked with for-profit, nonprofit, and public entities, shaping his vision for thriving communities driven by impactful ideas. A Dartmouth graduate with an MBA from Harvard Business School, Kevin has held executive roles at Procter & Gamble, Fidelity, and State Street Research. He serves on multiple boards and has received many honors, including Louisianian of the Year (2021) and Best Place to Work recognitions for Trepwise. Most recently, Trepwise was named Outstanding Business of the Year (2024) by Best of America Small Business Awards.
EPISODE TOPICS & RESOURCES
310: Why is Now the Time for Future Thinking? (Trista Harris)
SUMMARY
Special thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help at TowneBank.com/NonprofitBanking.
How can nonprofit leaders break free from the exhausting cycle of putting our fires to create a clear, future-focused strategy that drives long-term impact? In episode 310 of Your Path to Nonprofit Leadership, philanthropic futurist, Trista Harris dives into why many in the sector struggle to think beyond immediate crises and how future-focused strategies can drive transformational change. Learn practical tools for envisioning long-term impact, including how to align organizational activities with a shared vision and develop a rolling three-year strategic plan. With actionable insights on integrating futurism into your culture and engaging stakeholders, this conversation will inspire you to reimagine what’s possible for your organization—and equip you to build a brighter, more equitable future.
ABOUT TRISTA
Trista Harris is a renowned philanthropic futurist who advocates for the use of futurism to address critical community challenges worldwide. Her groundbreaking work has been featured in Forbes, CNN, The New York Times, The Chronicle of Philanthropy, and many social sector blogs. Trista is the President of FutureGood, a consultancy that helps visionaries create a better future. She has authored two books - "How to Become a Nonprofit Rockstar" and "FutureGood.". Prior to her work at FutureGood, she served as President of the Minnesota Council on Foundations, a thriving grant-making community that awards over $1.5 billion annually. She was also the Executive Director of the Headwaters Foundation for Justice and a Program Officer at Minnesota Philanthropy Partners. A strategic foresight expert certified by Oxford University, Trista holds a Master of Public Policy degree from the Humphrey School of Public Affairs at the University of Minnesota and a Bachelor of Arts from Howard University.
EPISODE TOPICS & RESOURCES
309: Are You Really Onboarding for Long-Term Success? (Tiffany Slater)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Struggling to retain great talent? In episode 306 of Your Path to Nonprofit Leadership, HR expert Tiffany Slater shares practical strategies to transform your onboarding process into a tool for retention and team success. Learn why onboarding begins the moment a new hire says "yes" and how small gestures—like a personalized welcome video or a thoughtful gift—can set the stage for a strong workplace culture. Tiffany shares actionable advice on preparing new employees with the right tools, clear processes, and meaningful first projects to ensure they feel valued and capable from day one. Whether your team operates in-person, virtually, or hybrid, these tips will help you reduce turnover and empower your team to thrive.
ABOUT TIFFANY
Tiffany E. Slater, Ph.D., SHRM-SCP is the Founder & CEO for HR TailorMade - THE human resource solution for small businesses and nonprofits. HR TailorMade partners with nonprofits and small businesses to provide seamless Fractional HR support for their team. Dr. Tiffany has been an HR professional for over 25 years with experience in all aspects of human resources. She also has experience in a variety of sectors, including union and non-union, PK-12 public education, property management, manufacturing, and casino industries, to name a few. The HR TailorMade team handles everything from onboarding & managing employee relations to benefits administration to guiding team leaders through difficult conversations & exit interviews. They are here to help you avoid those common HR mistakes, protect your business, and ensure that you and your employees thrive.
EPISODE TOPICS & RESOURCES
308: 3 Keys to Building a Dynamic Nonprofit Team (Chris Jenkins)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
What makes or breaks a nonprofit team? In episode #308 of Your Path to Nonprofit Leadership, Chris Jenkins shares how he has built a thriving organization by prioritizing trust, mission alignment, and strategic leadership. Discover why micromanagement is one of the biggest threats to team dynamics and how empowering staff with autonomy leads to stronger results. Learn how to foster a culture of accountability, encourage team-driven decision-making, and create an evaluation process that ensures long-term success. This conversation dives into the importance of hiring people who challenge your perspective, how to balance visionary leadership with structured planning, and why succession planning starts long before a leadership transition.
ABOUT CHRIS
Chris Jenkins is the Founder of Hope Restorations Inc. which he started in February of 2015. Hope Restorations is a non-profit social enterprise striving to help adults recover from addiction and/or incarceration by providing honest, paid, dignified employment. The program uses the daily work environment to build relationships and trust as the foundation to help each individual identify and overcome their own unique barriers to success. The work involves acquiring and renovating deteriorating, eyesore properties in the community to provide affordable housing for low-income families. Chris served in the US Navy and then managed privately owned manufacturing operations before opening his own auto repair shop. In 2004, he began answering a calling into formal ministry. He holds a Bachelor's in Occupational Education from Eastern New Mexico University and has completed the Course of Study for Ordained Ministry in the United Methodist Church at Duke Divinity School. He’s an ASE Certified Master Auto Technician, an NC General Contractor, and a USCG Licensed Captain.
EPISODE TOPICS & RESOURCES
307: How to Overcome 5 Nonprofit Communication Challenges (David Chatham)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you pouring your heart into your nonprofit’s mission, yet struggling to get donors, partners, and the community to truly understand and support your work? In episode 307 of Your Path to Nonprofit Leadership, communication expert David Chatham shares how organizations can transform their storytelling by focusing on the “Four C’s” of effective communication: clear, concise, compelling, and consistent messaging. He breaks down the five biggest communication challenges nonprofits face—from weak foundational messaging to the lack of a strategic marketing plan—and offers practical, actionable solutions to overcome them. Learn how to refine your mission statement, engage key stakeholders, and make the most of limited marketing budgets. Plus, discover why investing in strong communications isn’t just about visibility—it’s about strengthening donor engagement and long-term sustainability. If your nonprofit struggles to communicate its impact effectively, this episode will help you sharpen your strategy and amplify your voice.
ABOUT DAVID
David has more than 25 years of marketing communications experience, with the last 10 focused on serving nonprofits through his work as senior client success strategist at Angel Oak Creative. He's grateful for the opportunity to work with organizations who are working each day to make the world a better place. David lives in Raleigh, N.C. with his wife of 20+ years, Lisa, and his mighty 7lb Yorkie, Max.
EPISODE TOPICS & RESOURCES
306: Building Resilient Nonprofits Through Interim Leadership (David Harris)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check out their Interim Management Institute.
Leadership transitions can be a pivotal moment for any nonprofit, yet many organizations rush to fill the gap without assessing their true needs. In episode #306 of Your Path to Nonprofit Leadership, we explore the critical role of interim executive leadership with David Harris, and how it strengthens nonprofits during times of change. David is a national expert in interim leadership and shares insights on why nonprofits should resist the urge to hire quickly and instead use transition periods to build resilience. Learn how skilled interim leaders address financial stability, talent development, board engagement, and operational adaptability—ensuring the next executive is set up for success.
ABOUT DAVID
David is the Managing Director of Interim Executive Solutions, and has extensive experience working with for-profit and nonprofit organizations to develop and implement strategies to improve operations, marketing, board governance, and leadership team effectiveness. He served as co-chair of Community Action Partners where he provided strategic planning, marketing and other services to Boston area nonprofits. In that capacity, David has led projects with nine different organizations. Most recently, he served as the interim Executive Director of the Springfield Empowerment Zone in western Massachusetts and the Landing School in Maine. David spent five years as Deputy Director of Teachers21, a professional development service provider, and provided coaching and consulting services to school and district leaders on business strategy and organization. David is currently Clerk of YouthBuild Boston. David holds an MBA from Harvard Business School, an MAT from Simmons College and a Sc.B. in Biochemistry from Brown University.
EPISODE TOPICS & RESOURCES
305: 5 Steps for Balancing Leadership with Personal Wellness (Latoya Robinson)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you constantly giving everything to your mission but feeling like there’s nothing left for yourself? In episode 305 of Your Path to Nonprofit Leadership, Latoya Robinson shares why prioritizing wellness is essential for sustaining long-term impact and preventing burnout. Drawing on her leadership journey, she introduces five practical steps to help nonprofit executives balance their professional responsibilities while maintaining personal well-being. She discusses leading with empathy and self-compassion, building supportive relationships, setting boundaries, aligning leadership with purpose, and staying organized without overwhelming. Latoya also shares her personal strategies for maintaining balance, including morning routines, intentional goal-setting, and prioritizing time for reflection.
ABOUT LATOYA
Latoya Robinson is a Nonprofit Growth Architect dedicated to transforming service-based and community-focused organizations. She helps nonprofits, foundations, and corporations align their missions with sustainable strategies that drive measurable impact and long-term financial stability. As the founder of LUR Growth, Latoya provides innovative donor engagement and strategic growth services, leveraging her LUR 3D Strategy™—Data-Driven Direction, Donor Devotion Dynamics, and Dynamic Impact Orchestration—to foster capacity building, donor loyalty, and organizational growth. Since 2016, Latoya has served as Executive Director of Neighbors for Better Neighborhoods (NBN), where her leadership has expanded the budget from $310K to $1.2M. She previously co-founded SAVED Health and launched the SAVED4HOPE Therapeutic Summer Camp, growing both into multi-county initiatives.
EPISODE TOPICS & RESOURCES
304: Balancing the Head and the Heart as a Nonprofit Leader (Eric Newman)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
How do you sustain the passion that fuels your nonprofit mission while ensuring long-term financial and operational success? In episode 304 of Your Path to Nonprofit Leadership, you’ll hear from Eric Newman, a nonprofit leader who turned personal adversity into a powerful movement, scaling an organization from a grassroots fundraiser to a national force for pediatric cancer support. Learn how he navigated the critical balance between mission-driven passion and business-minded strategy, built a sustainable fundraising model, and leveraged corporate partnerships for impact. He shares hard-earned lessons on overcoming early financial struggles, the importance of adaptability, and why "marrying the mission, not the model" is key to longevity.
ABOUT ERIC
Eric Newman is a passionate entrepreneur, speaker and visionary leader. A childhood cancer survivor, he founded Roc Solid Foundation in 2009, a nonprofit that builds hope for kids fighting the same battle throughout the U.S. Roc Solid partners with over 100 children’s hospitals to gift Ready Bags to families just after diagnosis, and they’ve provided thousands of play sets for children throughout the country who need a safe place to play and a reason to smile. As a best-selling author and guest on The Kelly Clarkson Show, Eric’s story continues to inspire people who are looking for ways to turn their pain from past experiences into their life’s passion.
EPISODE TOPICS & RESOURCES
303: Advocacy That Matters: Taking Your Nonprofit to the Next Level (Sam Daley-Harris)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you leveraging advocacy to amplify your nonprofit’s impact? In episode 303 of Your Path to Nonprofit Leadership, Sam Daley-Harris, author of Reclaiming Our Democracy, shares transformative insights on moving beyond transactional actions to engage in transformational advocacy. Sam emphasizes the power of asking big questions, building meaningful relationships with elected officials, and training teams to embrace grassroots victories. Discover practical strategies to engage your board, staff, and volunteers in impactful advocacy, even if your organization is just starting out. This conversation challenges nonprofit leaders to think bigger, connect deeper, and embrace their potential to create systemic change.
ABOUT SAM
Sam Daley-Harris founded the anti-poverty lobby RESULTS in 1980, co-founded the Microcredit Summit Campaign in 1995, and founded Civic Courage in 2012. The 2024 edition of his book Reclaiming Our Democracy: Every Citizen’s Guide to Transformational Advocacy was named an editor’s pick by Publisher’s Weekly BookLife. Kirkus Reviews wrote: "Overall, [the author's] analysis of effective action is as persuasive as it is accessible, and his call to democratic participation is inspiring. A handbook for aspiring activists that readers will find to be both inspiring and practical." Daley-Harris has been interviewed on NPR’s Here and Now and 1A and on PBS’s Laura Flanders and Friends. Ashoka founder Bill Drayton said, “Sam Daley-Harris is one of the certified great social entrepreneurs of the last decades.”
EPISODE TOPICS & RESOURCES
302: Nonprofit Success Through Donor Relationships (Melissa Le Roy)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you ready to take your nonprofit’s fundraising to the next level? This episode dives deep into the art of relationship-driven fundraising and the strategies that sustain long-term nonprofit success. In episode #302 of Your Path to Nonprofit Leadership, Melissa Le Roy shares actionable advice for building meaningful donor connections. Learn her "five steps to building a fire" for sustainable fundraising strategies, discover how gratitude and consistent communication can transform donor retention, and explore how AI can streamline segmentation and personalized outreach. Melissa also highlights leadership lessons, emphasizing transparency, integrity, and prioritizing relationship-building to inspire greater engagement.
ABOUT MELISSA
Melissa Metcalf Le Roy, a graduate in Entrepreneurship, with a minor in business law of Western Carolina University and a graduate in Nonprofit Management of Duke University teaches non-profit management classes throughout North Carolina, South Carolina and Virginia for Duke University and Western Carolina University. She is a past board member of the North Carolina Center for Non-Profits. For four years she contributed a regular “Non-Profit Leadership” column for the Tryon Daily Bulletin and currently offers her services as a consultant through her own firm, OnFire Nonprofit Consulting. You can also view her TEDx talk “A Love Affair, the Art of Not Asking” on Nonprofit Fundraising.
EPISODE TOPICS & RESOURCES
301: Unlocking the Power of Sustainable Giving (Dave Raley)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates, your go-to resource for career opportunities OR for help finding an interim executive or your nonprofit’s next leader.
Are you struggling to build a reliable, sustainable revenue stream while keeping donors engaged in your mission? The grind is real. In episode #301 of Your Path to Nonprofit Leadership, Dave Raley dives into the essential shifts nonprofit leaders need to embrace, inspired by lessons from the subscription economy. He shares practical strategies for creating engaging donor experiences, building ongoing value propositions, and maximizing the long-term impact of recurring donors. Drawing on two decades of experience and insights from his new book, The Rise of Sustainable Giving, Dave outlines the key elements of a thriving recurring giving program, from understanding your tech stack to cultivating donor relationships that go beyond “set it and forget it.” If your organization wants to deepen donor loyalty and create sustainable revenue streams, this episode is a must-listen.
ABOUT DAVE
Dave Raley is the founder of Imago Consulting, an advisory firm that helps organizations create growth through innovation. As a speaker and advisor, he has inspired thousands of nonprofit leaders to grow both personally and organizationally. He’s the author of The Rise of Sustainable Giving: How the Subscription Economy is Transforming Recurring Giving, and What Nonprofits Can Do to Benefit. Dave also writes a weekly innovation and leadership column called The Wave Report, and he’s the co-founder of the Purpose & Profit Podcast – a show about the ideas at the intersection of nonprofit causes and for-profit brands.
EPISODE TOPICS & RESOURCES
300: 30 Takeaways from 300 Episodes
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates, your go-to resource for career opportunities OR for help finding an interim executive or your nonprofit’s next leader.
In this special milestone episode of Your Path to Nonprofit Leadership, host Patton McDowell highlights key moments, lessons learned, and pivotal conversations from the podcast’s first 300 episodes.
15 EPISODE HIGHLIGHTS
299: No Ego Allowed: Leading with Humility (Lisa Steven)
SUMMARY
Our friends at Armstrong McGuire & Associates bring this episode to you. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you letting ego impede building a stronger, more effective nonprofit team? Leadership in the nonprofit sector often demands humility, yet the pressure to appear confident and in control can lead to isolation, burnout, and missed opportunities for growth. How can nonprofit leaders shift their mindset, embrace humility, and empower their teams while staying connected to their mission? In episode #299 of Your Path to Nonprofit Leadership, Lisa Steven, Executive Director of Hope House Colorado, shares her journey from being a teenage mom to leading a transformative nonprofit organization. Lisa explores the challenges of isolation in leadership, the importance of reconnecting with your mission, and how to approach delegation as an act of empowerment for your team. She discusses building a culture of humility, learning to lead with faith and authenticity, and navigating the complexities of board relationships. Lisa also provides actionable insights into fostering mentorship, creating environments of excellence, and approaching fundraising as a deeply relational and transformational practice.
ABOUT LISA
Lisa Steven has over 28 years of experience working with teen moms. In 2003, she co-founded Hope House Colorado and has served as the founder & executive director ever since. Under Lisa’s leadership, Hope House has reached new levels and growth that, with a budget of over $3.5 million, puts the organization in the top 10 percent of nonprofits in the United States. Lisa is also a co-founder of the Colorado Teen Parent Collaborative (TPC) and serves on the Board for the Arvada Chamber. Lisa co-authored the Teen MOPS Handbook and worked with MOPS International on their strategic plan for expanding the ministry of Teen MOPS. Lisa is the author of A Place To Belong, a book that shares the miracle of Hope House while encouraging women in their leadership journey. A former teen mom, Lisa is committed to empowering teen moms in her community and across the world.
EPISODE TOPICS & RESOURCES
298: Do You See Your Nonprofit as a Corporation? (Laura Bonnell)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you running your nonprofit like a passion project – or a thriving corporation? Maybe you’re struggling to balance mission-driven work with the organizational discipline needed for sustainable growth. In episode #298 of Your Path to Nonprofit Leadership, Laura Bonnell, founder of The Bonnell Foundation, shares her journey of transforming a deeply personal mission into a globally impactful nonprofit. She highlights the critical need for nonprofit leaders to adopt a corporate mindset - emphasizing strategic financial planning, program expansion, and board engagement as essential tools for growth.
ABOUT LAURA
Laura Bonnell, a seasoned journalist with 25 years of experience in Detroit, founded The Bonnell Foundation in 2010 after her daughters, Molly and Emily, were born with cystic fibrosis (CF). Despite having ten siblings between them, Laura and her husband, Joe, did not know they were carriers of the disease, as no one else in either family had been diagnosed with CF. Driven by her personal experience and professional expertise, Laura used her platform as a reporter to raise awareness about CF. Before establishing The Bonnell Foundation, she actively raised funds for the Cystic Fibrosis Foundation, participating in the Great Strides Walk fundraisers and speaking at CFF events. Bonnell also organized events like the first Celebrity Softball game with the Detroit Tigers’ wives and launching the "Portraits of Cystic Fibrosis" calendars in 2003—both of which are integral to The Bonnell Foundation's fundraising efforts today. Through her foundation, Laura continues to advocate tirelessly for those affected by CF, leveraging her journalistic skills to amplify the cause and support the CF community.
EPISODE TOPICS & RESOURCES
297: Four Ways to Future-Proof Your Nonprofit in 2025 (Bert Armstrong & Shannon Williams)
SUMMARY
This episode is brought to you by Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you ready to navigate the opportunities of 2025, or are you feeling the pressure of stretched resources, leadership turnover and a disengaged board of directors? In episode #297 of Your Path to Nonprofit Leadership, Bert Armstrong and Shannon Williams share findings from statewide community conversations that illuminate all of these issues.
ABOUT BERT & SHANNON
Bert Armstrong found his career mojo as a nonprofit leader and fundraiser, and has served the nonprofit community as a fundraising professional, consultant, volunteer, and board member. As co-founder and principal of Armstrong McGuire, he has led searches for nonprofit executives, facilitated planning efforts, and helped clients raise tens of millions. Prior to co-founding the firm, Bert served as the Vice President for Advancement for the Methodist Home for Children.
After graduating from the UNC Chapel Hill with a degree in journalism, Shannon Williams stumbled into a fundraising position cloaked in a communications job and found her passion. For over 25 years, she has focused on helping organizations change the trajectories of their communities. Shannon leads the Armstrong McGuire team in helping boards find strategic direction, maximizing fundraising potential, and matching talented leaders to exceptional organizations.
EPISODE TOPICS & RESOURCES
296: PMA’s Holiday Gift Basket for Nonprofit Leaders (Patton McDowell)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
As the year ends, nonprofit leaders are reflecting on 2024 while gearing up for a successful 2025. In episode 296 of Your Path to Nonprofit Leadership, host Patton McDowell delivers PMA’s “holiday gift basket” of actionable strategies to support your leadership journey. From building a personal strategic plan and aligning your professional goals with your organization’s mission to boosting year-end fundraising success with storytelling and corporate partnerships, this episode is packed with practical tips. Patton also shares ideas for celebrating your team’s achievements, thanking donors with personalized stewardship, and closing the year with a high-impact board meeting. You’ll leave equipped to prepare for tax season, craft a strategic budget, and set the stage for sustainable growth. Tune in to this holiday special and unwrap the tools you need for a thriving new year!
ABOUT PATTON
Patton is the Founder and President of PMA Nonprofit Leadership and brings over 30 years of expertise in philanthropic leadership, having partnered with over 300 organizations across all nonprofit sectors. A CFRE and Master Trainer for AFP Global, he's recognized for his speaking and dynamic facilitation. Starting with Special Olympics International and NC Special Olympics, his journey led to roles at Queens University of Charlotte and UNC Wilmington before founding PMA in 2009. Currently, an Executive in Residence at Cornell University's Jeb E. Brooks School of Public Policy, Patton's leadership insights resonate through his weekly podcast Your Path to Nonprofit Leadershipand his 2022 book of the same title. A Morehead Scholar from UNC Chapel Hill, he also earned an MBA from McColl School and a Doctorate in Education (Organizational Change and Leadership) from the University of Southern California. Originating from Elizabeth City, NC, Patton's involvement with AFP Charlotte and AFP International Board demonstrates his unwavering dedication to nurturing leaders at all stages of their nonprofit careers.
EPISODE TOPICS & RESOURCES
295: Unlocking Marketing Mastery for Nonprofits (Kirsten Suto Seckler)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity, help finding an interim executive, or to find your next leader.
Are you struggling to align your nonprofit’s marketing efforts with fundraising goals while staying true to your mission? Marketing can feel daunting, but mastering it is crucial to driving impact and building deeper donor connections. In episode 295 of Your Path to Nonprofit Leadership, Kirsten Suto Seckler shares her expertise on leveraging marketing to elevate nonprofit impact. With over 20 years of experience, Kirsten discusses the critical differences between nonprofit and for-profit marketing, emphasizing storytelling and mission-driven engagement. She highlights how strategic alignment between marketing and fundraising creates a stronger donor pipeline, while also providing practical tips on building brand awareness, measuring success, and fostering thought leadership. Drawing from her work at Shatterproof and Special Olympics, Kirsten offers actionable strategies to create authentic messaging and reach diverse audiences, helping nonprofit leaders take their organizations to the next level.
ABOUT KIRSTEN
Kirsten Suto Seckler is the Chief Marketing & Communications Officer for Shatterproof, a national nonprofit working to reverse the addiction crisis in America. She uses her expertise in marketing and communications to drive social change, focusing on science-based interventions and reducing addiction stigma. At Shatterproof, Seckler leads initiatives like the Treatment Atlas, a platform to help families find quality addiction treatment, and a national campaign to end addiction stigma. She also oversees mass-market fundraising efforts and brand alignment. Previously, Seckler spent over 20 years at Special Olympics International, serving as Chief Brand and Communications Officer. She led global campaigns that elevated the organization’s brand to nearly 200 countries, reaching 6 million athletes. Her accomplishments include organizing 11 World Games and establishing a global broadcast partnership with ESPN. Seckler has taught Integrated Marketing at Georgetown University since 2013 and previously worked in marketing at Kraft and as a journalist. She was named to PRWeek’s Health Influencer 30 Class of 2022 and honored by Washington Women in Public Relations. She holds a Bachelor’s degree from the University of Delaware and a Certificate in Nonprofit Executive Management from Georgetown University.
EPISODE TOPICS & RESOURCES
294: Starting from Scratch: What it Takes to Build a Successful Nonprofit (Courtney Johnson)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
What does it really take to build a nonprofit from scratch, especially when you’re balancing limited resources, overwhelming demands, and the challenge of staying resilient as a leader? In episode 294 of Your Path to Nonprofit Leadership, Courtney Johnson shares the inspiring story of founding Culinary Care, a nonprofit dedicated to providing meals for cancer patients and their families. What began as a personal response to the challenges her own family faced during her father's cancer treatment has evolved into a mission to make nourishment a fundamental part of cancer care. Courtney discusses the importance of relationship-building, persistence, and staying true to your mission in the nonprofit space. She offers insights on navigating early challenges, scaling growth, and managing burnout as a leader. Her experience highlights how strategic partnerships and focusing on small, sustainable steps can lead to big impact over time.
ABOUT COURTNEY
Courtney is the Founder of Culinary Care, which brings nourishment, care, and joy to cancer patients and their families by delivering free, restaurant-prepared meals. In 2006, while a high school junior, her father was diagnosed with stage IV lung cancer. Told he would have five months to five years to live, he passed away just seven months later. Amidst everything, there was always one thing that brought a sense of joy and normalcy to their lives, and that was the meals that friends and neighbors delivered each night. After graduating college in 2011, she returned home to Chicago wanting to bring meals to others fighting cancer that may not have the same community support. After searching for organizations to volunteer with, she found none; that is the void Culinary Care is working to fill. Every year, 1 in 5 cancer deaths are a direct consequence of malnutrition. In Illinois alone, that’s over 6,000 individuals. With every meal, Culinary Care is helping take something off the plate for cancer patients by simply putting something on it.
EPISODE TOPICS & RESOURCES
293: Unlocking Crypto Donations and Millennial Giving (Pat Duffy)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you missing out on donations from the next generation of donors simply because your nonprofit isn’t equipped to accept cryptocurrency or appeal to tech-savvy millennials? In episode 293 of Your Path to Nonprofit Leadership, we unlock new opportunities in fundraising with Pat Duffy. He shares how nonprofits can integrate crypto donations seamlessly and unlock the potential of millennial and Gen Z donors. Learn why cryptocurrency is more than a buzzword—it’s a highly tax-efficient giving method that aligns with the preferences of younger, tech-savvy philanthropists.
ABOUT PAT
Pat Duffy founded The Giving Block, with co-founder Alex Wilson, creating a new fundraising category they called “Crypto Philanthropy”. Pat and his team developed the largest crypto giving platform for donors, raising over $100M for nonprofits and taking crypto and NFT donations mainstream. Today, The Giving Block is the platform helping thousands of the world’s leading charities, schools, healthcare systems and faith-based organizations fundraise cryptocurrencies, stocks and Donor Advised Fund grants more effectively from modern philanthropists, including Save the Children, United Way Worldwide, Feeding America and St. Jude. Pat was honored for being one of the 100 Most Influential people in crypto, as well as The Kennedy Center’s Next 50 class of 2022. Pat’s been featured in Time Magazine, Newsweek, U.S. News and World Report, Associated Press, Coindesk, and CNBC.
EPISODE TOPICS & RESOURCES
292: 5 Keys to Building Your 2025 Leadership Plan (Patton McDowell)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
This Thanksgiving season, take a moment to pause and invest in your future. As the year draws to a close, there’s no better time to craft your personal strategic plan for 2025. In episode 292 of Your Path to Nonprofit Leadership, discover five actionable steps to elevate your leadership journey: revisit your career vision, reflect on 2024’s achievements and lessons, create a targeted knowledge-building roadmap, develop a strategic networking plan, and optimize your calendar and productivity systems. These keys will help you clarify your goals, build meaningful connections, and focus on growth opportunities. Ready to dive deeper? Join PMA’s new Master Class: Launch Your 2025 Strategic Plan, offered in Charlotte on December 11th or virtually on December 13th. Let’s turn your “someday” into today’s plan for success!
ABOUT PATTON
Patton is the Founder and President of PMA Nonprofit Leadership and brings over 35 years of expertise in philanthropic leadership, having partnered with over 300 organizations across all nonprofit sectors. A CFRE and Master Trainer for AFP Global, he's recognized for his speaking and dynamic facilitation. Starting with Special Olympics International and NC Special Olympics, his journey led to leadership roles at Queens University of Charlotte and UNC Wilmington before founding PMA in 2009. Patton serves as the Director for the Institute for Philanthropic Leadership and facilitates its signature programs: Leadership Gift School and the Emerging Leaders in Philanthropy program. Patton is an Executive in Residence at Cornell University's Jeb E. Brooks School of Public Policy, and his leadership insights resonate through his weekly podcast Your Path to Nonprofit Leadershipand his 2022 book of the same title. A Morehead Scholar from UNC Chapel Hill, he also earned an MBA from McColl School at Queens and a Doctorate in Education (Organizational Change and Leadership) from the University of Southern California.
EPISODE TOPICS & RESOURCES
291: Nonprofit Volunteer: Ready for Leadership? (Arcelia Miller)
SUMMARY
This episode is brought to you by our friends atArmstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you ready to turn a passionate volunteer into your next nonprofit leader, or are you overlooking the hidden talent within your organization? In episode 291 ofYour Path to Nonprofit Leadership, Arcelia Miller, Executive Director of Under His Wings, shares her inspiring journey and discusses the unique challenges of transitioning into nonprofit leadership, particularly the importance of measuring success and impact in a sector focused on lives, not profit. Arcelia reflects on the lessons learned from her volunteer experience, the unexpected leap to Executive Director, and the power of mentorship and community support. With a focus on servant leadership and growing others, she offers valuable advice for nonprofit leaders navigating change, building volunteer relationships, and balancing strategic thinking with day-to-day operational demands.
ABOUT ARCELIA
Arcelia Miller'sleadership journey has spanned from military service to nonprofit management, highlighting her versatility and impact. As the Executive Director of Under His Wings, a residential home for teen girls in Baldwin County, she has led the organization since 2019, offering counseling, education, and life skills to young women. Her leadership earned the nonprofit the 2022 Non-Profit of the Year award from the Eastern Shore Chamber of Commerce. Arcelia's career began as a commissioned officer in the U.S. Air Force, followed by roles as a business consultant, leadership coach, and homeschool director. She holds a B.A. in Psychology from George Washington University and a Master’s in Quality Systems Management. A certified Biblical Counselor and Maxwell Leadership coach, Arcelia remains deeply involved in her community, serving on various boards while focusing on preparing the next generation of leaders.
EPISODE TOPICS & RESOURCES
290: What Can You Do to Grow Donor Loyalty? (Alyce Lee Stansbury)
SUMMARY
This episode is brought to you by our friends atArmstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you tired of constantly chasing new donors while struggling to keep the ones you have? I In episode 290 ofYour Path to Nonprofit Leadership, Alyce Lee Stansbury, CFREdelves into the art and strategy of building lasting donor relationships. She breaks down five practical strategies for nonprofit leaders. Alyce Lee explains why genuine, heartfelt gratitude, timely outcome reporting, and tailored two-way communication are crucial to retaining supporters over time. Listeners will gain insights into transforming data into deeper connections, including how to track donor interactions to ensure each touchpoint is meaningful and personalized.
ABOUT ALYCE LEE
Alyce Lee Stansbury, CFRE, brings over 30 years of dedicated experience to nonprofit consulting, having guided hundreds of organizations through the complexities of fundraising, strategic planning, governance, and board development. As a Certified Fund Raising Executive (CFRE) and Certified Master Trainer, she is a respected thought leader and an in-demand speaker at both state and national conferences, where she shares her insights on nonprofit leadership, effective strategy, and sustainable fundraising. Alyce Lee is also a columnist for the Tallahassee Democrat (USA Today News), where her "Notes on Nonprofits" column serves as an educational resource and a voice of advocacy for nonprofit leaders, staff, and donors. Her contributions have earned her several honors, including Outstanding Fundraising Professional by the Association of Fundraising Professionals Big Bend, the Civic Leadership Award from the American Society for Public Administration, and recognition as one of the Tallahassee Democrat’s 25 Women You Need to Know. Known for her dedication to the sector, Alyce Lee’s accolades also include finalist nods for Distinguished Leader of the Year and Business of the Year in the Tallahassee community. Through her consulting practice, she continues to inspire and equip nonprofits with the tools they need to achieve lasting impact.
EPISODE TOPICS & RESOURCES
289: Is it Time to Go? Why Your Nonprofit Needs a Succession Plan (Mike Melara)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help to find an interim executive or your next leader.
Succession planning is often an overlooked priority for nonprofit leaders, but its importance can't be overstated. In episode 289 of Your Path to Nonprofit Leadership, we explore the critical difference between succession thinking and formal succession planning, and how the latter can protect your organization during times of leadership transitions with a seasoned leader, Mike Melara. Learn about the "sudden loss of leader" plan, a practical tool to ensure that your nonprofit can smoothly navigate unplanned absences, whether temporary or permanent. You'll also discover actionable steps to engage your board and senior leadership in the succession planning process, helping to reduce anxiety across the organization.
ABOUT MIKE
Mike Melara is a native of Watertown, New York and CEO of Catholic Charities of the Roman Catholic Diocese of Syracuse, NY. He has a BA from Le Moyne College and an MS from Chapman University. He has over 40 years of experience in not-for-profit and government work, including being a direct service provider, supervisor, and administrator. In his current role, Mike oversees the day-to-day operations of an $86 million agency, including strategic planning, resource development, budget planning and management, human resources management, public relations, and Board relationships. With a workforce of nearly 1,500 staff, Catholic Charities serves over 150,000 people across the seven counties in the Diocese of Syracuse. In addition, Mike is also the sole operator of MFM Leads, LLC, an executive consultation, leadership coaching and training business. His consultation work includes succession planning, organizational assessments, supervisor training and leadership workshops.
EPISODE TOPICS & RESOURCES
288: How Can Nonprofits Use For-Profit Ventures to Drive Growth? (Brett Jenks)
SUMMARY
This episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you struggling to find sustainable funding for your nonprofit and wondering if for-profit ventures could be the solution? In episode 288 of Your Path to Nonprofit Leadership, Brett Jenks shares an innovative approach to revenue generation that challenges traditional nonprofit thinking. By exploring the intersection of nonprofit missions and for-profit ventures, he offers insight into how organizations can scale their impact through creative partnerships with private capital. Brett explains the importance of blending philanthropic support with market-driven solutions, using real-world examples from his work at Rare, a global conservation organization. He also discusses how nonprofits can tap into additional revenue streams while maintaining their mission, the role of impact investing, and the legal and cultural complexities that come with these strategies.
ABOUT BRETT
Brett Jenks is a global conservation leader and social entrepreneur. As CEO of Rare, he has led the international nonprofit’s mission to drive social change for the benefit of people and nature in more than 60 countries. Under Brett’s leadership, Rare has catalyzed the conservation community’s embrace of people-centered, behavior-based approaches to conserving nature and addressing climate change. Amongst its programs around the world today, Rare is promoting regenerative agricultural practices, establishing community-managed marine protected areas across the developing tropics, launching the world’s first impact bond for small-scale fisheries, partnering with Hollywood to promote climate-friendly behaviors, and engaging gamers globally with video games designed to drive climate-friendly actions. A former journalist, Brett’s writing has appeared in the New York Times, Stanford Social Innovation Review, and Behavioral Scientist.
EPISODE TOPICS & RESOURCES
287: Leading with Impact: Strategies for Effective Fundraising that Scales (Ruthe Farmer)
SUMMARYThis episode is brought to you by our friends atArmstrong McGuire. Check them out for your next career opportunity, help finding an interim executive, or to find your next leader.
How can nonprofit leaders better scale social change and build lasting funder relationships? In episode 287 of Your Path to Nonprofit Leadership, we explore how Ruthe Farmer and the Last Mile Education Fund have revolutionized support for underrepresented students pursuing degrees in STEM. Launched in 2020, the fund has raised over $30 million and granted over 8,000 micro-grants to students in need, helping close the gap in degree completion for low-income students. Ruthe shares key insights from her 30-year career, emphasizing the power of building meaningful, long-term relationships with funders and leveraging data-driven strategies to scale social impact.
ABOUT RUTHE
Ruthe Farmer is the founder and CEO of the Last Mile Education Fund. She previously served as chief evangelist at CSforAll, was senior policy advisor for tech inclusion in the Obama White House, and chief strategy & growth officer at the National Center for Women & IT. Her work has been integral to the design, launch and scaling of multiple national initiatives, including the NCWIT K-12 Alliance, Aspirations in Computing, TECHNOLOchicas, AspireIT, CSEdWeek, CS and Cyber for Girl Scouts, the CSforALL Summit, and JROTC-CS. She served as 2012 Chair of CSEDWeek, was named a 2013 White House Champion of Change for Technology Inclusion, received the 2014 Anita Borg Institute Award for Social Impact, and the inaugural UK Alumni Award for Social Impact in 2015. She holds a BA from Lewis & Clark College and an MBA from Oxford.
EPISODE TOPICS & RESOURCES
286: Small Shops, Big Needs: Leadership Lessons for Rural Nonprofits (Allen Smart)
SUMMARYThis episode is brought to you by our friends atArmstrong McGuire. Check them out for your next career opportunity, help finding an interim executive, or to find your next leader.
Are you a small nonprofit leader struggling to secure the funding and partnerships you need to make an impact in your community? You're not alone—many rural organizations face the same uphill battle. But what if there were ways to leverage your unique position and connect with the right funders, even with limited resources? In episode 286 of Your Path to Nonprofit Leadership, Allen Smart, a rural philanthropy expert, highlights the importance of connecting with funders, the growing role of intermediaries, and ways to build meaningful, cross-county collaborations. Learn how rural nonprofits can leverage their deep community ties, engage local expertise, and turn small-scale efforts into high-impact initiatives. Whether you’re a small-shop leader or aiming to better support rural communities, this episode offers actionable strategies and insights for long-term sustainability and success.
ABOUT ALLEN
Allen Smart is a national advocate for improving philanthropic practices through his group, PhilanthropywoRx. He works with funders, rural organizations, and nonprofits on strategy, research, and coaching. Previously, Allen served as Interim President and VP of Programs at the Kate B. Reynolds Charitable Trust and VP of Programs at the Rapides Foundation. He also held leadership roles in community development and grants administration. Allen holds a Master of Public Health from the University of Illinois at Chicago and degrees from the University of Michigan and Macalester College. A frequent writer and speaker, he contributes to platforms like Inside Philanthropy and The Daily Yonder and presents at national organizations, including Grantmakers in Health and National Rural Assembly. He also serves on several nonprofit boards focused on community health and philanthropy.
EPISODE TOPICS & RESOURCES
**285: Ready to Be a Nonprofit Consultant? (Julia Devine)
SUMMARY**
Are you pondering a move into nonprofit consulting or wondering if your organization could benefit from hiring one? In episode 285 ofYour Path to Nonprofit Leadership,consultantJulia Devineoffers valuable insights on why more professionals are transitioning to consulting and how nonprofits can leverage consultants to tackle staffing gaps and technological challenges. Julia shares her journey from nonprofit leadership to consulting and explains how consultants can bring senior-level expertise to organizations, often at a fraction of the cost of full-time staff. She also discusses her mentorship program, which helps seasoned professionals successfully navigate the transition into consulting. Whether you're seeking to expand your organization's capacity or considering making a career shift, this conversation is packed with practical advice on how to make the most of the consulting model in the nonprofit sector.
ABOUT JULIA
Julia Devinequit her well-paying nonprofit job to pursue a career in consulting in 2021. After building a successful business to serve nonprofits, she launched a program to teach other nonprofit professionals how they could do it too, using simple, high-quality, and consistent business practices. Julia graduated from American University with a degree in Political Science, and holds a Master’s Certificate in Project Management from George Washington University. Besides running the business, Julia spends her free time taking daily walks, traveling with her husband and reading classic literature. Relatable Nonprofitempowers growth-driven professionals with nonprofit hearts to succeed in consulting. Motherly, Canvas Rebel, Bloomerang, Bonterra, Keela, Nonprofit Hub, Virtuous, and others have featured Relatable Nonprofit.
EPISODE TOPICS & RESOURCES
284: How Do You Scale Success as a Nonprofit Leader? (Erin McAleer)
SUMMARY
This episode is brought to you by our friends atArmstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
How do you balance rapid growth and building a strong team to support your nonprofit’s long-term success? In episode 284 of Your Path to Nonprofit Leadership, Erin McAleer, President of Project Bread, dives into the complexities of scaling a nonprofit organization while staying true to its mission. She discusses the critical balance between growth and sustainability, sharing lessons from her leadership journey. Erin highlights the importance of creating a strong organizational infrastructure, building a resilient team, and maintaining a clear strategic intent during times of rapid expansion.
ABOUT ERIN
Erin McAleer, MSW, is the President and CEO of Project Bread, a statewide food security organization in Massachusetts that connects communities to reliable food sources while advocating for accessible food policies. With expertise in government affairs and nonprofit management, Erin has expanded Project Bread's annual budget from $6.2M to $14.5M since joining in 2017, leading a team of 80+ employees. Under her leadership, the organization has expanded programs, doubled staffing for its FoodSource Hotline, and introduced new departments focused on policy advocacy, research, and community engagement. Erin’s achievements include the passage of key state bills, such as Breakfast After the Bell and An Act Promoting Student Nutrition, and she played a pivotal role in making free school meals permanent for all K-12 students in Massachusetts. Committed to diversity, equity, inclusion, and justice (DEIJ), Erin has prioritized DEIJ initiatives across Project Bread’s strategic plan, including recruiting a diverse board and leading the organization through inclusion dialogues.
EPISODE TOPICS & RESOURCES
283: How Do You Stop the Nonprofit Board Blame Game? (Hardy Smith)
SUMMARY
This episode is brought to you by our friends atArmstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
Are you frustrated with your board's lack of engagement or feeling like they aren’t meeting expectations? Could the real issue be deeper than just pointing fingers? In episode 283 ofYour Path to Nonprofit Leadership, board expert Hardy Smithexplores the critical importance of building intentional relationships between nonprofit executives and their board members. Drawing from his brand new course Stop the Nonprofit Board Blame Game, he explains that board dysfunction is a symptom of deeper issues stemming from unclear expectations, poor communication, and lack of proper orientation.
ABOUT HARDY
Hardy Smith is author ofStop the Nonprofit Board Blame Game. As a consultant and speaker, he works with organizations who want to benefit from a fully engaged board. Through board retreats, workshops, keynotes, and planning sessions Hardy provides solutions to board engagement challenges. Hardy’s results-oriented approach was developed during a longtime career in the high-performance world of NASCAR racing. He has had wide-ranging personal and professional involvement with nonprofits, associations, chambers of commerce, and community groups nationwide. He is a member of the National Speakers Association, ASAE, Association of Fundraising Professionals, BoardSource, Association of Chamber of Commerce Executives, and Florida Society of Association Executives. He is a faculty member of the U.S. Chamber of Commerce Foundation’s Institute for Organization Management.
EPISODE TOPICS & RESOURCES
282: How Can Strategic Planning Transform Your Nonprofit? (Nikki Stewart)
SUMMARY
This episode is brought to you by our friends atArmstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.
How do you transform a strategic plan from a daunting task into a powerful tool for leading your nonprofit? In episode 282 of Your Path to Nonprofit Leadership, we explore the transformative power of strategic planning with Nikki Stewart, Executive Director of Old North Illuminated. Nikki shares how the pandemic reshaped her organization’s approach to planning, from confronting drastic revenue losses to rebuilding with a focus on a more inclusive narrative around history. She emphasizes the importance of crafting a roadmap that balances innovation with operational needs, and how to engage both funders and staff.
ABOUT NIKKI
Nikki Stewartis a creative and collaborative leader with over 15 years of nonprofit management experience. She serves as the Executive Director of Old North Illuminated, which operates Old North Church & Historic Site, a role that blends her strategic leadership and fundraising expertise with her passion for connecting audiences to local history. Nikki previously served as the VP of Development at United South End Settlements (USES), where she led the organization’s fundraising and communications efforts through an ambitious growth phase that included the implementation of a five-year strategic plan and launch of a capital campaign. AFP Massachusetts named Nikki the 2019 Outstanding Fundraising Rising Star. She launched the Change Maker Dinner series, which was awarded the Get Konnected GK10 award in 2018, naming it one of the top 10 ideas advancing racial equity in the City of Boston. Nikki received a Juris Doctor and bachelor’s degree from Northeastern University. She is a graduate of the Course in Exponential Fundraising at the Kennedy School of Government at Harvard University, as well as the Institute for Nonprofit Practice.
EPISODE TOPICS & RESOURCES
281: Ask a Funder: Crucial Insights for Nonprofit Success (Cathryn Dhanatya)
SUMMARY
Are you struggling to secure the funding your nonprofit needs, unsure if your proposals are hitting the mark or if your leadership approach is holding you back? In episode 281 of Your Path to Nonprofit Leadership, Cathryn Dhanatyashares invaluable advice for nonprofit leaders navigating the complexities of fundraising and leadership. With experience on both sides of the funding process, Cathryn highlights the common mistakes organizations make when submitting proposals. She emphasizes the critical role of relationship-building, clear communication, and developing a strong team to secure large-scale donations. Cathryn also dives into strategies for demonstrating a "return on impact" to funders, showcasing how nonprofits can measure success and make a compelling case for support. For those aiming to lead with confidence, she also discusses the significance of inclusive leadership and servant leadership, offering practical insights for building an effective organizational culture.
ABOUT CATHRYN
Cathryn is Co-founder and President/CEO ofGrowing Good Inc., a professional services firm that partners with non-profit organizations and companies who aim to do good in the world. Cathryn has previously held key C-suite executive positions and board director and advisory positions for organizations in the areas of research, higher education, and across the non-profit sector tackling complex social issues from healthcare, education, diversity and gender equity, microfinance, green technology, and food insecurity. She has lived and worked on five continents; earned her Ph.D. in Social Science and Comparative Education from UCLA; and has led and conducted research on media and technology as it relates to health issues around the globe. She has been a keynote speaker at several international and domestic conferences, events, trainings, and featured in numerous media outlets.
EPISODE TOPICS & RESOURCES
280: 3 Characteristics of a Great Nonprofit Leader (Jeffrey Abramowitz)
SUMMARY
Are you struggling to balance mission-driven leadership with the practical demands of scaling your nonprofit AND keeping your team motivated and engaged? In episode 280 ofYour Path to Nonprofit Leadership, Jeffrey Abramowitzshares his powerful journey from trial lawyer and incarceration to nonprofit leadership, and explores the three essential characteristics that define great leadership in the sector: listening, learning, and engaging. Drawing from his personal experiences, including time spent in federal prison, Jeff illustrates how education and workforce development can create life-changing opportunities for marginalized individuals.
ABOUT JEFFREY
Jeffrey Abramowitz, J.D is the CEO of the Petey Greene Program. He was previously the ED of Justice Partnerships and served as the ED Reentry Services for JEVS Human Services and the Program Director of Looking Forward Philadelphia Reentry Program. Prior to his tenure at JEVS, Jeff was the Director of Workforce Development for the Community Learning Center and successfully completed a fellowship with Justleadership USA. Jeff proudly sits on the Executive Board of the Coalition on Adult Basic Education, COABE, where he serves as Secretary, and chairs the State Advocates for Adult Education Fellowship Program. Jeff was appointed to the Pennsylvania Reentry Council and serves as Chairman of the Employment Committee and Co-chairs the Reentry Committee for the PA Workforce Development Board. Jeff is the current Chair of the Philadelphia Reentry Coalition and was recently appointed to the Montgomery County Pennsylvania Public Defender’s Association Advisory Board. Jeff is a subject matter expert for the US Department of Education, is the Moderator for the US Department of Education LINCS (Literacy Information and Communication System, Resource Collection) Community of Practice on Correctional and Reentry Education and has worked on the Integrated Education and Training (IET) in Corrections Project.
EPISODE TOPICS & RESOURCES
279: Digital Transformation: A New Era for Nonprofit Leaders (Beth Kanter)
SUMMARY
How can nonprofit leaders embrace the opportunities of artificial intelligence (AI) while navigating the ethical challenges it presents, all without losing sight of the human-centered mission at the heart of their work? In episode 279 of Your Path to Nonprofit Leadership, Beth Kanter, a seasoned expert in nonprofit technology, delves into the challenges and opportunities presented by AI. She offers a nuanced perspective on adopting AI in a way that enhances human-centered work, improves productivity, and upholds organizational values. Beth also shares her journey to becoming a leading voice in nonprofit tech, emphasizing the importance of empathetic leadership, ethical AI use, and maintaining workplace well-being. Whether you're leading a small nonprofit or a large organization, this conversation will provide valuable strategies for integrating technology without compromising the human touch that defines effective nonprofit work.
ABOUT BETH
Beth Kanter is an internationally recognized thought leader and trainer in digital transformation and well-being in the nonprofit workplace. She is the co-author of the award-winning Happy Healthy Nonprofit: Impact without Burnout and co-author with Allison Fine of The Smart Nonprofit. Named one of the most influential women in technology by Fast Company and recipient of the NTEN Lifetime Achievement Award, she has over three decades of experience in designing and delivering training programs for nonprofits and foundations. As a sought-after keynote speaker and workshop leader, she has presented at nonprofit conferences around the world to thousands of nonprofits. Learn more about Beth at www.bethkanter.org.
EPISODE TOPICS & RESOURCES
278: 3 Barriers to Nonprofit Strategic Planning (Chris Wong)
SUMMARY
How can nonprofit leaders shift from simply surviving to strategically thriving in an environment filled with resource constraints and external pressures? In episode 278 of Your Path to Nonprofit Leadership, Chris Wongdelves into the intricacies of strategic planning for nonprofits, addressing common challenges and offering actionable solutions. Drawing from his extensive experience, Chris identifies the three biggest barriers nonprofit leaders face: resource constraints, lack of engagement and buy-in, and external pressures. He emphasizes the importance of shifting from a scarcity mindset to a strategic, long-term approach and highlights the need for inclusive planning processes that foster team alignment and commitment. Chris also shares insights on the critical role of leadership in championing strategic initiatives and offers practical tips for assessing and improving organizational culture.
ABOUT CHRIS
Chrisis a certified executive coach, licensed therapist, and seasoned leadership development professional with a proven track record in the nonprofit sector. He specializes in guiding leaders through strategic prioritization, confident navigation of difficult conversations, and fostering high-performing cultures. As a facilitator and public speaker, Chris has trained hundreds of leaders and spearheaded successful organizational projects. His extensive experience spans nonprofit, health insurance, and government systems. Currently, he partners with human service nonprofit executives to execute strategic plans, addressing challenges such as conflict resolution, culture enhancement, productivity improvement, and fostering inclusive work environments. Chris' expertise encompasses leadership development, strategic planning, change management, and diversity, equity, and inclusion.
EPISODE TOPICS & RESOURCES
277: Unlocking Pay Equity as a Nonprofit Leader (Sally Loftis)
SUMMARY
Are you grappling with compensation issues in your nonprofit organization? In episode 272 ofYour Path to Nonprofit Leadership, Sally Loftis returns to shed light on pay equity and its importance in the nonprofit sector. Sally, the author ofThe Pay Equity Guide for Nonprofit Organizations, delves into what pay equity means and why it matters for leaders striving for fairness and transparency. She emphasizes the need for updated pay models, especially considering current labor shortages and the shift towards hybrid work environments. Sally also shares practical advice on starting pay equity initiatives, engaging in cost-of-living studies, and building compensation philosophies. Listen in to gain insights on how to make your organization more attractive to talent and retain your valuable employees through equitable pay practices.
ABOUT SALLY
Sally Loftis, a consultant specializing in human resources, organization development, and social justice, has made significant contributions in the realm of pay equity. She completed her Master of Science in Organization Development at Pepperdine University, where she focused her thesis on Pay Equity in Nonprofits. Sally’s mission is to co-create workplaces where humans feel valued through living wages and healthy human connections. Her work with Loftis Partners emphasizes racial and pay equity, appreciative inquiry, and building on human strengths within organizations. Sally’s commitment to ensuring people feel seen, heard, and represented is evident in her multifaceted career. She has worked with over 50 organizations across 15 states and 3 continents, including Fortune 50 companies, small boutique businesses, and nonprofits of varying sizes. Her approach centers on creating lasting impact, leaving a collective of individuals capable of advancing this work independently.
EPISODE TOPICS & RESOURCES
276: Transform Your Leadership in the Next 90 Days (Andrew Olsen)
SUMMARY
Are you struggling with leadership challenges in your nonprofit organization? In episode 276 of Your Path to Nonprofit Leadership, we dive into another insightful conversation withAndrew Olsen, a seasoned expert in nonprofit leadership and fundraising. Andrew introduces his new email-based course, the 90-Day Leader's Journey, designed to address critical areas of character, culture building, and leadership competence. Drawing from his extensive experience and research, Andrew reveals the common misconception that nonprofits have a fundraising problem, whereas the core issue often lies in leadership. He shares practical strategies for developing leadership skills, fostering a healthy organizational culture, and empowering team members. Discover how focusing on effective leadership can drive significant improvements to your organization’s impact and fundraising success.
ABOUT ANDREW
After spending 25+ years leading global teams to deliver professional services that drive value for companies and consumers around the world, I learned an important lesson. Everything in business (and life) rises and falls on leadership. That’s why I’m passionate about helping leaders increase their impact. It’s why I created the90-Day Leader’s Journeyemail course, and why I providestrategic advisoryandcoaching servicesto entrepreneurs and business leaders. If you want to accelerate the impact, you’re making as a leader, I invite you to take my90-Day Leader’s Journeyemail course or get in touch today about how I can help you through 1:1 coaching or advisory services.
EPISODE TOPICS & RESOURCES
275: Fundraising Without Fear: Tips for Non-Fundraising Executives (Shannon Williams)
SUMMARY
Are you struggling with the complexities of fundraising as a senior leader at your nonprofit organization? In episode 275 of Your Path to Nonprofit Leadership, we delve into the insights and experiences ofShannon Williams from Armstrong McGuire, who offers valuable advice for nonprofit leaders. Shannon shares why fundraising often falls by the wayside and emphasizes the critical role executive directors must play in this essential task. Discover practical strategies to boost your confidence and effectiveness in fundraising, learn the importance of relationship-building, and explore how to engage your board members in the process. Shannon's journey from an accidental fundraiser to a mentor for nonprofit leaders provides inspiring lessons on cultivating donor relationships, asking for advice, and leveraging your executive title to its fullest potential. Tune in for actionable tips that can transform your approach to fundraising.
ABOUT SHANNON
After graduating from the University of North Carolina at Chapel Hill with a degree in journalism,Shannonstumbled into a fundraising position cloaked in a communications job and found her passion. For over 25 years, Shannon has focused on bringing fundraising systems, stories of impact, staff and volunteers together to help organizations change the trajectories of their clients and communities. Shannon leads the Armstrong McGuire team of advisors in helping boards find strategic direction, transforming vision into a clear, articulate case, maximizing fundraising potential, and matching talented leaders to exceptional organizations. When she is not partnering with nonprofits, you will find Shannon cheering on Furman Cross Country and Track, all things Tar Heels, and the Carolina Hurricanes.
EPISODE TOPICS & RESOURCES
274: Leading Through Adversity (Bruce Ham)
SUMMARY
How can nonprofit leaders effectively balance daily challenges, organizational culture and strategic growth while staying true to their mission? In episode 274 ofYour Path to Nonprofit Leadership, Bruce Ham brings nearly 40 years of experience and two pivotal lessons that shaped his leadership: tackling uncomfortable tasks first thing in the morning and adopting a holistic view of any challenge. He discusses the importance of mentors, strategic meeting management, and cultivating a positive organizational culture. Learn how Bruce navigated personal adversity and professional growth, emphasizing the significance of strategic planning, collaboration, and building strong board relationships. His candid reflections on fundraising reveal practical tips for developing confidence and competence in this essential skill.
ABOUT BRUCE
Bruce Ham has been employed by the YMCA of the Triangle Area for thirty years. His experience has focused on supervision, team development, leadership, and volunteerism. For the past five years, Bruce has led successful fundraising efforts for the YMCA and the Strategic Planning and Board Development processes. Bruce lost his young wife to cancer in 2010 and spends his free time working with families as they navigate illness and loss. In addition, Bruce has had the opportunity to address medical staff members at multiple hospitals, helping them more fully understand how to honestly and simply work with critically ill patients and their families.
EPISODE TOPICS & RESOURCES
273: How A Funding Collaborative Can Empower Your Nonprofit (Tara Townsend & Carlos Hernandez)
SUMMARY
How can nonprofit leaders navigate the challenges of equitable collaboration and sustainable funding in a sector often marked by resource disparities and systemic barriers? In episode 273 ofYour Path to Nonprofit Leadership, two influential nonprofit leaders,Tara Townsend and Carlos Hernandez, discuss the intricacies of collaboration, sustainability, and access to capital within the nonprofit sector. Carlos shares his journey from founding an organization in his basement to navigating equitable collaborations with mainstream institutions and Tara emphasizes the importance of systems change and sustainable funding, particularly through their initiative focused on supporting Chicago's cultural treasures.
ABOUT TARA
Named President of IFF’s Social Impact Accelerator in June 2022,Dr. Tara Townsendleads IFF’s work to accelerate positive social impact and systems change by meeting nonprofit sector needs and addressing place-based challenges throughout the Midwest. Dr. Townsend previously served as Senior Vice President of IFF’s research and evaluation practice, which informs and guides strategic planning and the investment of resources to maximize the transformational impact on low-income and disabled communities. Townsend brings to her role over 20 years of applied research and evaluation experience in the nonprofit and public spheres within several sectors, including criminal justice, public health, and education.
ABOUT CARLOS
Carlos R. Hernandez is the founder executive director of the Puerto Rican Arts Alliance (PRAA), and has transformed the organization into one of Chicago's leading Latino arts institutions. PRAA offers a broad spectrum of cultural and academic enrichment programs for youth and children and is renowned for producing the annual Emmy Award-winning National Cuatro Festival. In 2021, PRAA, under Carlos’s guidance, was awarded $500,000 and named one of Chicago’s Cultural Treasurers.
EPISODE TOPICS & RESOURCES
272: Cultivating Community and Compassion in the Digital Age (Andria Larson)
SUMMARY
How can nonprofit leaders harness the power of technology to build meaningful relationships while driving organizational growth and maintaining a motivated volunteer base? In episode 272 ofYour Path to Nonprofit Leadership, Andria Larsonshares her inspiring journey from the corporate world to nonprofit leadership. She discusses the unique challenges and opportunities technology brings to nonprofits, emphasizing the importance of turning instant impacts into long-term relationships. Andria highlights the critical role of surrounding oneself with a knowledgeable team and the significance of maintaining clear, simple communication with volunteers. She reveals how to grow an organization driven by a mission of kindness and community support and offers valuable insights into strategic planning and team motivation.
ABOUT ANDRIA
Andria Larsonis the Executive Director of Lasagna Love, a spirited global initiative dedicated to combating hunger and overwhelm by spreading support through the heartfelt sharing of home-cooked meals. Andria has catalyzed the organization’s explosive growth from a heartfelt local project in San Diego to a globally celebrated emblem of hope and solidarity. Leveraging her extensive experience in operations management and visionary leadership across the retail, hospitality, and food service sectors, Andria's career highlights her versatility and fervent desire to make a tangible difference. Her earlier roles refined her skills in crisis management, strategic planning, and team motivation, which she now applies to empower a dedicated army of 52,000 volunteers at Lasagna Love. Under her passionate leadership, the organization has not only broadened its horizons but also fortified its operational frameworks, ensuring enduring and meaningful community impact.
EPISODE TOPICS & RESOURCES
271: Rethinking Time Management for Nonprofit Leaders (Hunter Corn)
SUMMARY
How can nonprofit leaders break free from traditional time constraints and foster imaginative, value-driven leadership that drives impactful change? In episode 271 ofYour Path to Nonprofit Leadership, Hunter Corndives deep into the essence of time management and imaginative leadership within the nonprofit sector. He challenges conventional time constraints, encouraging leaders to reframe their approach by incorporating imaginative thinking and creative practices. Hunter shares his unique methods for maintaining an open mind, such as delving into fiction and magical realism, which he finds essential for innovative problem-solving. He emphasizes the importance of core values and inclusivity, drawing on personal experiences and diverse cultural references to inspire fresh perspectives. Hunter also discusses the significance of adaptability in organizational success, offering practical advice for nonprofit leaders to foster an environment where creativity and resilience thrive.
ABOUT HUNTER
Hunter Cornis a proud North Carolinian with over twenty-five years of non-profit experience. Born and raised in rural Cleveland County, he worked in the Office of University Development while attending the University of North Carolina at Chapel Hill. After living in the Washington, DC area serving two national non-profits, he returned to North Carolina working at the state’s second largest chamber of commerce for over a decade. He joined the small staff ofWildacres Leadership Initiative over six years ago, guiding the organization through twoFriday Fellowship class cycles and the covid-19 pandemic. Besides staff roles in membership, operations, fundraising, and leadership, Hunter has served on several non-profit boards (including lead officer roles) throughout the years. Hunter’s core reflection is a constant reconsideration of the question “How will we be with each other?”
EPISODE TOPICS & RESOURCES
270: Entrepreneurial Best Practices for Nonprofit Leadership Success (Katya Hancock)
SUMMARY
As a nonprofit leader, how can you amplify your nonprofit’s impact through strategic funding and a clear organizational vision? In episode 270 ofYour Path to Nonprofit Leadership, Katya Hancock, Executive Director of Young Futures, shares her innovative approach to strategic design and funding, and how she’s amplified impact across various themes like digital play and youth expression. By outlining an Entrepreneurial Operating System adapted for nonprofits, Katya emphasizes the importance of setting clear, ambitious goals and fostering accountability within teams. She underscores the significance of transparency in reporting to funders, sharing practical insights on maintaining open communication even during challenging times. Katya delves into effective storytelling, advocating for narratives that are both inspiring and consumer-friendly, essential for engaging stakeholders and donors alike.
ABOUT KATYA
Katya Hancock is a mission-driven executive, entrepreneur and public health champion with over two decades of impact leadership across healthcare, technology and philanthropic ventures. Leveraging all she has learned to help build startup ecosystems to solve health “moonshots”, she is dedicating the next chapter of her career to the urgent need of improving youth mental health in today’s rapidly evolving world. Katya is the founding Executive Director of Young Futures, a non-profit on a mission to make it easier to grow up in the digital world. Young Futures was founded to help young people and their families not just survive, but flourish as a team when meeting the uncertainties of this digital wilderness. Prior to Young Futures, Katya spent a decade as a founding team member and Chief Impact Officer of StartUp Health, an organization dedicated to achieving health moonshots: the world’s most pressing health challenges, including Mental Health, Health Equity, Access to Care, Children’s Health and Women's Health.
EPISODE TOPICS & RESOURCES
269: Empowering Women in Nonprofit Leadership (Jenny Mitchell)
SUMMARY
How can organizations better utilize coaching to support and retain their rising stars, rather than just addressing problem employees? In episode 269 ofYour Path to Nonprofit Leadership, Jenny Mitchelldelves into the nuances of nonprofit leadership, especially for women, sharing personal experiences and actionable strategies. From the challenges of transitioning from a manager to a leader to the importance of reflection and prioritization, she offers invaluable advice on maintaining productivity without sacrificing well-being. Learn about the significance of defining high-value tasks and the impact of leadership intentions on organizational culture. Jenny also highlights the necessity of self-care and energy management, urging leaders to recalibrate their routines for sustainability. She further explores the critical role of boards in supporting leaders, discussing systemic burnout and the potential benefits of sabbaticals.
ABOUT JENNY
Jenny Mitchell,CFRE, DMA, CEC is the Chief Visionary Officer of Chavender, where she works closely with leaders to change the world one mission at a time. She is a dynamic speaker, executive coach, fundraising professional, and host of the Underdog Leadership podcast. She is also the author ofEmbracing Ambition: Empowering Women to Step Out, Be Seen, and Lead, uniting twelve exceptional women leaders from across North America with a simple goal: to share their leadership stories as a mentorship resource for the next generation of women leaders.
EPISODE TOPICS & RESOURCES
268: Strategic Philanthropy: Navigating Choices and Building Impact (Steven E. Mayer, Ph.D.)
SUMMARY
How can shifting from a need-based approach to an asset-based mindset transform your nonprofit’s impact and fundraising success? Discover transformative strategies to elevate your nonprofit’s impact in episode 268 of Your Path to Nonprofit LeadershipfeaturingDr. Steven Mayer, the Chief Strategist forEffective Communities. Drawing from his extensive experience, Steve shares practical advice from hisbookaimed at both individuals and organizations. He introduces a shift from the traditional need-based approach to an asset-based mindset, highlighting the importance of recognizing and leveraging community strengths. Steve outlines three key actions encouraging nonprofits to persuasively communicate their mission and progress. Through real-world examples and actionable tips, this episode offers nonprofit leaders’ invaluable guidance on enhancing their organizational effectiveness and fundraising success, ultimately contributing to a more resilient and impactful nonprofit sector.
ABOUT STEVE
As an Adjunct Professor and Lecturer in Johns Hopkins University’s Master of Arts Program in Non-Governmental Organization Management, Steve Mayerfor many years taught an online course in Nonprofit Program Development and Evaluation. This has allowed him to hone his perspective on evaluation and energize brilliant mid-career students with perspective and tools to pursue a more decent society. In 2019 he began work on his first eBook, How to Show Off Your Wicked Strong Sexy and Incredibly Effective Nonprofit. The book was tailored to nonprofit staff and board members, and incorporated work from his website, EffectiveCommunities.com – its main purpose was to help nonprofits demonstrate their effectiveness to key stakeholders. Now, 25 years after ECP’s founding, Steve is turning his lens to focus on individuals wanting to make the world a better place. This new direction is found in his recently launched book, How to Save the World: Evaluating Your Options.
EPISODE TOPICS & RESOURCES
267: Recapture Time with Simplification, Strategic Focus, and Systems (Alexia Maas)
SUMMARY
How can nonprofit leaders harness business strategies to enhance collaboration, strategic planning, and board dynamics for greater impact? In episode 267 of Your Path to Nonprofit Leadership, Alexia Maasshares her wealth of experience and practical advice tailored to leaders like you. She emphasizes the importance of integrating business strategies into nonprofit operations, particularly through collaboration and strategic partnerships. Alexia outlines a meticulous approach to strategic planning, highlighting the need for clear goals, focused priorities, and incremental steps to achieve success. She also addresses the critical elements of fundraising, stressing the importance of sustainability, diversification, and financial acumen. Alexia provides thought-provoking insights on board dynamics, advocating for smaller, more effective boards with diverse perspectives. Her mantra, "Do less, achieve more," encapsulates her advice to prioritize impactful initiatives and maintain strategic focus.
ABOUT ALEXIA
Alexia’sexecutive and legal career spans almost 30 years. A dual qualified lawyer (UK & US), she has lived & worked in several countries around the world. After 16 years in private practice, Alexia joined the Volvo Group in 2013 and became the Global GC for Volvo Financial Services in 2014. As a member of the C-Suite Executive Management Team, Alexia gained valuable experience in transformation & change management; Business Development & Growth Strategies; Compliance & Risk Management; Crisis Management and People & Talent Development. An accomplished strategist thought leader & mentor among peers, Alexia quickly became a valued and trusted business adviser and is renowned for her strong focus on execution and high impact & creative problem solving. Alexia now offers niche consultancy & mentoring services through her own firm, Stratevix. Despite her previous hectic schedule as a C-Suite Executive, Alexia mastered how to recapture her own time & value and not only found time to launch and run her own consulting business, write & publish articles, speak nationwide and–most importantly relax with friends & family, she still found time left over to combine her passion, philanthropy and community spirit as Co-Founder & Executive Director of a local nonprofit organization: Triad International Ballet.
EPISODE TOPICS & RESOURCES
**266: Managing Overload as a Nonprofit Leader (Anton Skornyakov)
SUMMARY**
How do you lessen your load and effectively delegate while also fostering an environment of continuous learning and creativity at your nonprofit? In episode 266 of Your Path to Nonprofit Leadership, we dive into effective delegation strategies for nonprofit leaders withAnton Skornyakov, author of "The Art of Slicing Work." Anton shares invaluable insights on how to delegate results rather than activities, fostering both team creativity and growth. He explains the importance of setting clear, specific goals and providing regular feedback to ensure continuous learning. Anton also highlights the need to tackle high-risk tasks first to uncover potential challenges early on. By distinguishing between predictable and unpredictable projects and building a robust feedback infrastructure, nonprofit leaders can enhance their impact and adaptability. This episode offers a practical framework for managing projects and empowering teams, essential for anyone striving to lead a successful nonprofit organization.
ABOUT ANTON
Anton Skornyakovis partnering with organizations to support them on their path to becoming learning & adaptive environments that encourage everyone to contribute their full productive and creative potential. For this Anton givesScrumMaster trainingsandProduct Owner trainings, mentor, coach and a builder of internal and public communities. Anton believes in Scrum being a fundamental ingredient that enables motivating ideas to become reality with an order of magnitude higher effectiveness. Today, many organizations with hundreds and thousands of people are looking for answers on how to apply Scrum and engage everyone's full potential in their product development. Having successfully applied it, Anton is a firm believer in the body of knowledge behind Large Scale Scrum (LeSS). Anton is a believer in the transformative power of communities. He consistently nurtures communities around topics he is passionate about such as Large-Scale Scrum, Liberating Structures and coaching. Anton has co-founded and lead several digital startups. Here he made own experiences in Lean Startup - applying empiricism on developing sustainable business models. He has worked as a product owner, Scrum master and developer.
EPISODE TOPICS & RESOURCES
265: Prioritizing Mental Wellness as a Nonprofit Leader (Yolanda Robano-Gross)
SUMMARY
How do you support your team when they (and you) are feeling the effects of a high-stress environment? In episode 265 of Your Path to Nonprofit Leadership, Yolanda Robano-Grossshares invaluable insights and experiences on building a supportive workplace culture. She discusses the importance of prioritizing staff well-being and creating a space where individuals feel valued and heard. From implementing strategic planning initiatives to engaging in innovative fundraising approaches, Yolanda emphasizes the significance of adaptability and empathy in navigating the challenges of nonprofit leadership. She offers practical advice on building and retaining an effective board of directors, highlighting the importance of diversity and inclusion. Through her candid reflections and commitment to kindness, Yolanda inspires fellow nonprofit leaders to embrace empathy, cultivate meaningful connections, and drive positive change within their organizations and communities.
ABOUT YOLANDA
Yolanda Robano-GrossjoinedOptions for Community Livingas Chief Executive Officer in 2014 with over twenty years of prior executive-level experience in the health care industry. She handles oversight of all agency affairs and reports to the Board of Directors. Responsibilities include fiscal management of an annual budget of over $24 million, personnel management, program development, and fundraising. She earned her Master’s in Health Care Administration from Hofstra University, Masters in Social Work from Yeshiva University, and her Bachelor’s Degree in Social Work from Marist College. She holds a certificate in Executive Education, Non-Profit Leadership from The Fordham Center for Non-Profit Leaders.
EPISODE TOPICS & RESOURCES
264: Navigating Nonprofit Change: 5 Critical Mistakes to Avoid (Michael Randel)
SUMMARY
How can nonprofit leaders effectively navigate resistance and foster genuine support for change initiatives? In episode 264 ofYour Path to Nonprofit Leadership, Michael Randeldelves into the complexities of leading change in a nonprofit organization. He outlines five common mistakes leaders make, emphasizing the importance of fostering two-way communication and understanding the true nature of resistance. Michael introduces a practical framework for addressing resistance, categorizing into three levels: lack of understanding, dislike of the change, and personal mistrust. He also stresses the necessity of involving key stakeholders early in the process and building a culture of psychological safety. By focusing on listening, dialogue, and relationship-building, leaders can better navigate resistance and drive effective, inclusive change.
ABOUT MICHAEL
Michael Randel’sinterest in group dynamics dates to his time as a university student in South Africa when he was thrust into a living social experiment at the University of Natal, one of the few places at the time where Black and white people interacted as peers. He realized he wanted to support people so that they could have positive experiences as they worked together in groups, rather than being in conflict. With the backdrop of the political protests against apartheid and the birth pangs of a new democracy, he spent almost a decade inside a national youth development organization. He took part in the slow, painful transformation of a rigid, bureaucratic organization to one on meeting the needs of most of the youth across the country. Everything he learned from this experience served him well as he then worked as an organizational change consultant–with nonprofits and government agencies across Southern Africa, and subsequently in a global capacity at the World Bank. Interacting with a wide range of organizations and working in a huge variety of sectors and settings, has sharpened his ability to observe, to see systems at work, to make connections, and to find different ways of doing things. This led to the establishment of Randel Consulting Associates in 2010 with a vision is to support clients who are genuinely engaged in leading change, designing holistic and tailored interventions that suit each organization.
EPISODE TOPICS & RESOURCES
263: Tech-Forward Strategies for Nonprofit Success (David Blyer)
SUMMARY
How can your nonprofit leverage the latest technological advancements to elevate its fundraising, donor engagement, and mission impact? In episode 263 of Your Path to Nonprofit Leadership, technology expertDavid Blyerexplores cutting-edge tools and strategies shaping the future of the nonprofit sector. From the imperative of leveraging technology to drive social change to the practical applications of AI and machine learning, David sheds light on how nonprofits can harness these tools to enhance donor retention, acquisition, and engagement. With a focus on integrated solutions and innovative approaches, David underscores the importance of technology in streamlining operations and maximizing impact. From virtual reality to blockchain, the horizon of possibilities is vast, offering nonprofit leaders the opportunity to revolutionize their organizations.
ABOUT DAVID
David Blyeris Co-Founder, CEO, and President of Arreva, a trusted advisor and market leader to the non-profit industry for over three decades, providing software and services including virtual fundraising, donor relationship management, and virtual auction software. He founded DonorCommunity in 1999, the first All-in-One Fundraising Software for the nonprofit industry, and co-founded Arreva with Susan Packard Orr, through a merger with her company, Telosa in 2017. In 1994, he co-founded, and was the CEO and President of Vento Software, a provider of packaged vertical business intelligence applications that was gained by Chicago-based SPSS in 1999. After the acquisition, David served as President of the company's Enabling Technologies Division which was gained by IBM. Prior to Vento, Blyer held executive management and sales positions with Tandem, NCR and other leading technology/consulting firms. David holds an MBA in Finance from Nova Southeastern University and a BA in Business Management from the University of South Florida. He also is a member of NonProfit PRO's board of directors, serving as an Editorial Advisory Board Member.
EPISODE TOPICS & RESOURCES
262: Donors and Dollars Are Down – Now What? (Morgan Falor)
SUMMARY
How can nonprofits effectively communicate financial challenges while maintaining donor support?Morgan Falor, a seasoned nonprofit strategist, dives into this question and more in episode 261 of Your Path to Nonprofit Leadership. From leveraging transparency to harnessing the power of donor advised funds, Morgan offers insights into fostering authentic connections with prospective donors. She challenges traditional approaches to special event fundraising, urging nonprofit leaders to adapt to changing donor demographics. Morgan emphasizes the importance of legislative awareness and optimizing digital communications for donor engagement. Hear Morgan’s holistic approach to nonprofit leadership, blending transparency, strategic planning, and adaptability to navigate the challenges and opportunities of the nonprofit sector.
ABOUT MORGAN
Morgan Falorfocuses on helping nonprofits create strategic approaches to both finance and development. Since joining Armanino, she has aimed to enable nonprofits to further their mission and create greater impact using data-driven approaches. She has experience in both public accounting and industry, most recently serving as executive director and VP of finance for a high-profile nonprofit organization. She received her Bachelor of Business Administration with a major in accounting from the University of Iowa and is a licensed Certified Public Accountant.
EPISODE TOPICS & RESOURCES
261: How to Overcome Barriers & Build Capacity as a Nonprofit Leader (Matt Sharp)
SUMMARY
As a nonprofit leader, have you ever considered how investing time in refining your nonprofit’s operational processes could significantly amplify your organization’s impact on the communities you serve? In episode 261 ofYour Path to Nonprofit Leadership, you’ll learn invaluable strategies for maximizing organization efficiency and effectiveness from expert consultant,Matt Sharp. Delving into key areas such as HR management, strategic planning, technology integration, and personal strategic development, you’ll gain profound insights into transforming your nonprofit into a high-performing entity. With practical advice and actionable tips drawn from real-world experiences, this episode offers nonprofit leaders the guidance they need to navigate the complexities of organizational management and achieve their mission-driven goals.
ABOUT MATT
Matt Sharp is a highly relational nonprofit and higher education professional, with an inherent drive to stimulate personal and group excellence. With 17+ years of experience, he brings a specialized blend of knowledge, technical skills, and expertise to his work—and focuses on empowering small- to mid-size nonprofit organizations to achieve greater impact on their communities. Before entering the entrepreneurial world, Matt spent six years as the Chief Operating Officer at RunningWorks. Prior to that, he spent 11 years at Johnson & Wales University, where he served as the Director of Student Involvement & Leadership. Through the university, he gained valuable experience in event management, program management, systems, and process creation, developing and implementing strategic goals, professional development, financial management, and managing a team of professionals. Matt received his MBA at Southern New Hampshire University, as well as his Bachelor of Science in Hotel & Resort Management. He is also a proud Leadership Charlotte alumni, which is program focused on building Charlotte community leaders through inclusive leadership development. He currently sits on the Board of JoPri, a nonprofit serving the children of Uganda.
EPISODE TOPICS & RESOURCES
260: The Blueprint for Building Exceptional Nonprofit Teams (Will Sparks)
SUMMARY
How can you harness the power of organizational culture to drive optimal performance in your nonprofit? In episode 260 of Your Path to Nonprofit Leadership, Dr. Will Sparks, an expert in leadership and organizational culture, delves deep into the dynamics of culture, leadership, and team performance. Drawing from his extensive research and experience, Will unpacks the nuances of leadership influence and the role of executive tenure in shaping organizational culture. He explores the challenges and opportunities for new leaders in transforming established cultures, emphasizing the importance of self-awareness, resilience, and candid communication. From navigating board dynamics to founding theCenter for Human and Organizational Potential (CHOP),Will offers actionable strategies and valuable insights for nonprofit leaders seeking to cultivate a culture of excellence.
ABOUT WILL
Will Sparksis the Dennis Thompson Chair & Professor of Leadership at the McColl School of Business at Queens University of Charlotte, where he also serves as the Director of the Office of Leadership Initiatives. In 2008, he founded the McColl School’s M.S. in Organization Development (MSOD) Program and served as Director until 2013. Will serves as the Managing Director for William L. Sparks & Associates, LLC, and as a Partner with Peter Browning Partners, LLC, a consulting firm providing board governance and executive coaching. His TedX Talk “The Power of Self Awareness” released in 2018. He is the author of “Actualized Leadership: Meeting Your Shadow & Maximizing Your Potential” and co-authored (with Peter Browning) “The Director’s Manual: A Framework for Board Governance” (2016, Wiley). He completed his Ph.D. in Organizational Behavior and Development under the direction of Dr. Jerry B. Harvey from The George Washington University’s School of Business and Public Management, where his research focused on group dynamics, organizational culture, and leadership.
EPISODE TOPICS & RESOURCES
259: How Do You Know if Nonprofit Leadership is for You? (Alyssia Palacios-Woods)
SUMMARY
Are you a nonprofit leader looking to enhance your strategic networking and professional development skills? In episode 259 of Your Path to Nonprofit Leadership, Alyssia Palacios-Wood, CEO of Capital Idea in Austin, TX, shares invaluable insights ranging from strategic networking and fundraising tactics to the significance of professional development and personal growth. Alyssia discusses the transformative power of board service in shaping leadership perspectives and the strategic advantages of pursuing certifications like CFRE. From navigating the complexities of fundraising to mastering calendar management, she offers practical strategies for success. Discover how she leverages strategic networking to forge meaningful connections and drive organizational growth. Through candid discussions on strategic networking, fundraising strategies, professional and personal growth, this podcast offers a wealth of actionable advice for nonprofit leaders navigating the complexities of their roles.
ABOUT ALYSSIA
Alyssia Palacios-Woods is a community builder and nonprofit leader with over a decade of experience supporting workforce development initiatives in Central Texas. She is a Certified Fund Raising Executive (CFRE) dedicated to best practices in non-profit operations and fundraising. Prior to joining Capital IDEA, Alyssia served as the President & CEO of the Austin Young Chamber, where she championed regional collaboration, entrepreneurship, talent development, and diversity, equity, and inclusion. She has been a member of the Opening Central Texas for Business Task Force for COVID-19 rebuilding, the Austin Homelessness Task Force, and the National YP Week Advisory Council. Alyssia was recognized as an Austin Business Journal Profiles in Power Nominee in 2019 and an Austin Under 40 Finalist in 2023. She received her bachelor's degree from St. Edward's University and her master's degree from the University of Texas at Austin.
EPISODE TOPICS & RESOURCES
258: Creating an Emotional Connection with Your Nonprofit Donors (Haley Cooper)
SUMMARY
Are you tired of traditional fundraising approaches failing to inspire your donors? In episode 258 ofYour Path to Nonprofit Leadership, we delve into a revolutionary approach to nonprofit leadership withHaley Cooper, a seasoned CFRE and expert in emotional connection strategies. From unraveling the tangled web of internal conflicts to rebuilding a culture of communication, Haley's insights, grounded in neuroscience, are transforming nonprofit dynamics. Discover how her EMC leadership framework is reshaping the way nonprofits approach fundraising by first nurturing internal bonds before venturing into external engagement. Through Haley's guidance, board members become empowered ambassadors, leveraging their unique strengths to drive fundraising success. Learn how understanding the neuroscience behind donor relationships can transform your fundraising efforts, as Haley shares actionable insights to help nonprofit leaders forge deeper, more meaningful connections with donors.
ABOUT HALEY
Caring for others was instilled inHaley Cooperfrom a young age. She studied Kinesiology because she wanted to teach people how to value their physical health. She dove headfirst into the nonprofit sector after college. From founding a nonprofit organization in Malawi when she was 24 years old (and learning how to build a peanut butter factory!) to being a part of a dozen-person strong development team here in Orange County, CA., Haley’s seen a wide range of nonprofit set ups. While grateful for all the incredible experiences, she’s also experienced an array of factors that lead to burnout. We stay stuck in these problems because we don’t know where to start.
EPISODE TOPICS & RESOURCES
257: The Secret to Effective Board/CEO Partnerships (Jonathan Schick)
SUMMARY
Are you a nonprofit leader grappling with the intricacies of the board/CEO relationship? In episode 257 ofYour Path to Nonprofit Leadership, Jonathan Schick, author of The Nonprofit Secret: Six Principles of Successful Board/CEO Partnerships, shares keys to fostering strong partnerships between boards and CEOs, essential for organizational success. Delving into real-world scenarios,Jonathanhighlights governance challenges, emphasizing the pivotal role of clear delineation of responsibilities within boards. He dissects six fundamental principles for effective governance, from committee management to CEO evaluation, offering actionable strategies for nonprofit leaders. Jonathan explores the transformative power of CEO evaluations and board self-appraisals in driving accountability and organizational improvement. From establishing clear goals to implementing effective evaluation processes, this conversation provides invaluable guidance for nonprofit leaders striving to achieve their missions effectively.
ABOUT JONATHAN
Jonathan Schickbelieves in the power of effective leaders to unify movements and create community impact. He is a dynamic leadership consultant and nationally known speaker who has founded two successful nonprofits and consulted for hundreds of organizations. As president of GOAL Consulting Group with offices in Washington and Dallas, Jonathan’s clients include the Boys and Girls Clubs, University of North Texas, Cancer Support Community, major Independent Schools, and national associations. The author of The Nonprofit Secret: Six Principles of Successful Board/CEO Partnerships, Jonathan earned a Master's degree in Educational Administration from Boston College, along with a Bachelor's degree in Human Resources Management.
EPISODE TOPICS & RESOURCES
256: Managing Conflict as a Nonprofit Leader (Carol Bowser)
SUMMARY
Are unresolved conflicts within your nonprofit causing chronic pain in your organization? In episode 256 of Your Path to Nonprofit Leadership, we explore the intricate world of conflict resolution withCarol Bowser, the Founder ofConflict Management Strategies, and an expert in managing workplace dynamics. From navigating power structures to fostering healthy interactions, Carol shares invaluable insights to help nonprofit leaders cultivate environments of open communication and collaboration. She emphasizes the significance of addressing conflicts promptly and offers practical strategies toward creating harmonious and productive workplaces. Learn the art of conflict resolution and discover how to transform challenges into opportunities for growth and cohesion within your nonprofit organization.
ABOUT CAROL
Carol Bowser, J.D. is a workplace conflict expert. After practicing Employment Law for several years, Carol foundedConflict Management Strategieswhen she realized a lawsuit can’t deliver the level of resolution and satisfaction that is gained when people are actively involved in creating solutions to their workplace conflict. Carol’s clients come with a wide range of employers because conflict is universal across all industries and types of organizations. Where there are people, there is conflict. The key is to help people recognize and address conflict before it damages working relationships and creates organizational drag. In her over 20 years of experience, she has discovered some universal themes about workplace conflict and loves to share how people at all levels can strengthen their conflict resolution muscles.
EPISODE TOPICS & RESOURCES
255: Nurturing Dynamic & High-Performing Teams (Angela Grimes)
SUMMARY
As a nonprofit leader, what strategies do you need to elevate your team? In episode 255 of Your Path to Nonprofit Leadership, you’ll gain valuable insights fromAngela Grimes, the CEO ofBorn Free USA, to help revolutionize your organization. Angela shares strategies for effective hiring, stressing cultural fit and communication styles for cohesive teams. She discusses the CEO's role in professional development and advocates for open communication in conflict resolution. Angela also advises on engaging board members and optimizing fundraising through experimentation. Finally, she shares personal organizational tactics, emphasizing calendars and tidy workspaces for productivity. This episode offers actionable advice for enhancing your nonprofit’s impact.
ABOUT ANGELA
Angela Grimes isBorn Free USA’s Chief Executive Officer. She has over 25 years of experience in the nonprofit sector. Inspired by observing wildlife living freely in their jungle homes while volunteering for a sea turtle project in Costa Rica, Angela moved from arts administration to wildlife protection, where she has served in senior and executive level positions since 2004. She has a degree from Drake University. She has served on the boards of directors of several arts and animal welfare organizations and is currently on the board of EarthShare.
EPISODE TOPICS & RESOURCES
254: Building and Sustaining a Successful International Nonprofit (Leif Cocks)
SUMMARY
How can nonprofit leaders effectively cultivate a culture of selflessness and meaningful collaboration within their organizations, while also navigating the challenges of global expansion and sustaining impactful initiatives across diverse ecosystems? Inepisode #254 of Your Path to Nonprofit Leadership,Leif Cocks, a seasoned nonprofit executive, shares his expertise on fundraising dynamics and effective leadership on a global scale. He emphasizes the importance of storytelling and highlights the emotional aspect of giving and the need to simplify messaging to inspire action. He discusses the significance of empowering team members and volunteers, highlighting the role of values-driven leadership in fostering long-term commitment. From managing multiple boards to writing his fourth book, Leif exemplifies a holistic approach to leadership, rooted in humility and a dedication to the cause.
ABOUT LEIF
Leif Cocks is the founder of Wildlife Conservation International (WCI) which incorporates the International Elephant Project, International Tiger Project, The Orangutan Project and Forests for People. Established in 1998, WCI has raised over $26m for conservation projects across South-East Asia. Beginning his career as a zookeeper, curator and small population biologist, Leif is highly regarded as a world-renowned expert on orangutans. He is the author of a number of books including Finding Our Humanity and Orangutans My Cousins, My Friends. In 2019 Leif was awarded the Order of Australia Medal from the Australian Government for his dedication to species conservation.
EPISODE TOPICS & RESOURCES
253: Building Capacity as a Nonprofit Leader (Witnie Martinez)
SUMMARY
Are you ready to take your nonprofit organization to the next level of impact and sustainability? In episode 253 ofYour Path to Nonprofit Leadership, Witnie Martinez, founder of Absolute Impact Consulting, explores the critical elements of capacity building and strategic leadership in the nonprofit sector. From defining capacity building beyond just finances and fundraising to the importance of strategic collaboration and mindset, Witnie shares invaluable insights drawn from her extensive experience working with nonprofits of all sizes. We delve into practical strategies for fostering alignment, cultivating resilience, and driving organizational success. Whether you're a seasoned nonprofit leader or just starting out on your path, this conversation offers actionable advice to help you navigate the complexities of nonprofit management.
ABOUT WITNIE
Witnie Martinezis the Founder & CEO of Absolute Impact Consulting—a social impact advisory firm that helps nonprofits maximize their impact through expert consultation and professional development opportunities led by industry experts. Witnie thrives at the intersection of education, philanthropy, and leadership. For over a decade, her career has focused on expanding & diversifying revenue streams, increasing organizational impact, building systems, and driving brand awareness for nonprofits across the country. Witnie has collectively helped organizations generate over $78M in revenue for annual budget needs and campaigns alike. Through these experiences, she saw a need to shift how philanthropic and educational resources are distributed throughout the nonprofit ecosystem. She speaks about and leads a variety of professional development opportunities focused on increasing effectiveness for organizations, teams, and individuals. Witnie was born in Haiti and is a first-generation college graduate. She holds an Ed.S. in Educational Leadership and a M.S. in Psychology—both from Nova Southeastern University; a certificate in Nonprofit Management from Duke University; a B.A. in Theatre and a B.S in Health Sciences both from Florida International University.
EPISODE TOPICS & RESOURCES
252: The Five Frameworks for Leadership Excellence (Brian Quail)
SUMMARY
How can nonprofit leaders navigate the complexities of transition, engage stakeholders effectively, and drive mission-driven change? Inepisode #252 of Your Path to Nonprofit Leadership,we delve into these critical questions withBrian Quail, a seasoned nonprofit leader who’s written a practical roadmap for new executives in the nonprofit sector. Brian explores his five frameworks designed to guide leaders through the crucial first 90 days of leadership onboarding and beyond. From understanding the organization's mission and culture to analyzing financials and engaging with stakeholders, Brian offers practical guidance about how to lead effectively in your current or future leadership role.
ABOUT BRIAN
Brian Quailis founder and CEO of Quail Consulting, which focuses on guiding nonprofit CEOs and boards to achieve exceptional results. After earning his MA in nonprofit administration and management at the University of Chicago, his career spanned four decades in nonprofits, including twenty-five years as CEO of three affiliates of national organizations. Combined, his fundraising, oversight, analysis, and development efforts have resulted in over one billion dollars in human-services funding. Brian and his wonderful wife, Liz, live in Fort Lauderdale, Florida, where he enjoys spending time with their amazing daughter, Chloe, volunteering, fitness training, and playing golf.
EPISODE TOPICS & RESOURCES
251: Three Keys to Scaling a Global Nonprofit (Kate Grant)
SUMMARY
Are you ready to scale your nonprofit globally? Inepisode #251 of Your Path to Nonprofit Leadership,Kate Grant, CEO of the Fistula Foundation, explores key strategies for expanding the reach and impact of nonprofit organizations. Kate shares valuable insights on optimizing board development, advocating for a lean and effective board structure to enhance decision-making and alignment with organizational goals. Delving into talent recruitment, she emphasizes the importance of hiring individuals who thrive in an entrepreneurial culture, fostering creativity and innovation. Reflecting on her path to nonprofit leadership, Kate offers candid advice on self-awareness and embracing one's strengths, weaknesses, and humility as a leader.
ABOUT KATE
Kate Grant became the Foundation's inaugural CEO in 2005, transforming it from a single-country operation into a global leader in fistula treatment across over 20 countries. Grant's leadership has fostered key partnerships with organizations like Astellas Pharma EMEA and Johnson & Johnson, significantly increasing the Foundation's impact and earning it top ratings from Charity Navigator and Charity Watch, among others. Under her guidance, the Foundation has vastly expanded its surgical support and built new hospitals in Asia and Africa. Recognized for her contributions, Grant was awarded Nonprofit Marketer of the Year in 2014. Her career includes roles on the House Foreign Affairs Committee, at USAID, and consulting for various international organizations. Grant holds a master's degree from Princeton School of Public and International Affairs and an undergraduate degree from the University of California, Berkeley, alongside completing Harvard's Executive Education Program in Nonprofit Management.
EPISODE TOPICS & RESOURCES
250: Scaling Altruism as a Nonprofit Leader (Donald Summers)
SUMMARY
As a nonprofit leader, do you ever feel overwhelmed by the complexities of scaling your organization's impact? Inepisode #250 of Your Path to Nonprofit Leadership,we explore practical strategies for scaling altruism in the nonprofit sector withDonald Summers, a seasoned nonprofit consultant. From demystifying finance to optimizing fundraising efforts and managing disruptive influences, we'll uncover the essential tools and insights you need to lead your organization towards greater effectiveness and growth. Are you ready to take your nonprofit to the next level and make an even bigger difference in your community?
ABOUT DONALD
Donald Summersis the Founder & CEO of Altruist Partners, a global advisory firm for nonprofits and social enterprises. He and his firm have led over one hundred successful nonprofit and social enterprise accelerations from the local to the global level in the fields of education, human services, health, environmental reform, and public media. He is a graduate of Middlebury College and Harvard University.
EPISODE TOPICS & RESOURCES
249: Maximizing Video to Tell Your Nonprofit Story (Diane Strand)
SUMMARY
Ever wondered how harnessing the power of video storytelling could revolutionize your nonprofit's outreach efforts? Inepisode #249 of Your Path to Nonprofit Leadership, Diane Strand, a seasoned entrepreneur and nonprofit founder, shares invaluable insights into maximizing the impact of video to convey your organization's narrative. Diane explores how leveraging video storytelling resonates with individual donors and patrons, leading to increased funding. She also delves into the strategies for amplifying a nonprofit's story to corporate sponsors and stakeholders through effective video communication. Through her insights, Diane emphasizes the significance of conveying messages through video, highlighting its ability to connect with audiences on a deeper level, fostering engagement and support for nonprofit missions.
ABOUT DIANE
Diane Strand is a serial entrepreneur, best-selling author, speaker, and nonprofit founder. With a steadfast mission of providing access and career pathways for all in the arts, Diane leads her business with passion and purpose to help make this possible. She sets out to provide H.O.P.E., which Diane defines as; Helping One Person Every day! She is the majority owner of the multi-award-winning JDS Video & Media Productions, Inc. The Producer at JDS Actors Studio where she has launched over 100 careers into the mainstream entertainment industry and Founder of the nonprofit 501c3 JDS Creative Academy, where she works with youth, teens, and adults mainstream through special needs, at-risk, and foster youth. Diane is the Creator and Executive Producer of the broadcasted and live-streamed TV Show Spirit of Innovation, now in its sixth season delivering news and information for Riverside County and created the award-winning international event DigiFest Temecula.
EPISODE TOPICS & RESOURCES
248: Building Social Capital as a Nonprofit Leader (Froswa’ Booker-Drew)
SUMMARY
Can improving the way we interact, collaborate, and cooperate help our nonprofits develop a more effective model of philanthropy? Inepisode #248 of Your Path to Nonprofit Leadership, relationship expert and bridge-builderDr. Froswa Booker-Drewadvocates that eliminating certain social myths and misinterpretations can lead to significant positive change. She shares how you can build your social capital by developing your personal board of directors and by seeking positive mentors. Learn ways to make strong positive connections within your community and how all these relationships will then benefit your nonprofit leadership and your organization.
ABOUT FROSWA
Froswa’ Booker-Drew, Ph.D. is a Network Weaver who believes relationships are the key to our personal, professional and organizational growth. She’s been quoted in Forbes, Ozy, Huffington Post and other media for her expertise in leadership, nonprofit management, and partnership development. As former VP of Community Affairs for the State Fair of Texas and National Community Engagement Director for World Vision, she focused on grant-making, education, and community initiatives. Froswa’ is co-founder of HERitage Giving Circle and Power in Action-Dallas, and owner of Soulstice Consultancy providing training for nonprofits. With a PhD from Antioch University, she teaches at Tulane University and Antioch University, and has authored three books. Currently, she serves on multiple boards including Buckner International and Mayor's Star Council, and has presented workshops at the United Nations.
EPISODE TOPICS & RESOURCES
247: The 10 Commandments of Working with a Nonprofit Board (Erik Hanberg)
SUMMARY
Do you have a productive relationship with your board of directors? Are the individual and collective roles clearly defined for optimum success? Erik Hanberg, who has over 20 years’ experience breaking down the complex and often confusing relationship between a nonprofit’s leadership and its board of directors, shares his best advice for working with a nonprofit board inepisode #247 of Your Path to Nonprofit Leadership. Erik explains his 10 Commandments for establishing and maintaining an effective working relationship with a nonprofit board. Do you know what it takes to grow your small nonprofit? Erik also shares his Four D’s: how documentation, data, development, and determination are the keys to your organization’s success.
ABOUT ERIK
Erik Hanberghas spent more than 20 years working with nonprofits. In addition to serving as the director of two nonprofits, he has served as an Interim ED twice and worked for nonprofits in marketing and fundraising. He has also served on boards and committees for more than a dozen organizations, often in leadership roles, and several times during a capital campaign. He is the author of four books for nonprofits, focusing on nonprofit management, fundraising, social media, and board governance, which have collectively sold tens of thousands of copies. They’ve been praised as essential reads for nonprofits by Forbes.com, LinkedIn for Nonprofits, Kirkus Reviews, and thousands of executive directors and board members. In addition, he served for more than 12 years in elected office on the board of Metro Parks Tacoma, a junior municipality with an annual operating budget of $50+ million. He lives in Tacoma, Washington, with his wife Mary and two children.
EPISODE TOPICS & RESOURCES
246: How Do You Address the Capacity Dilemma as a Nonprofit Leader? (Teri Beckman)
SUMMARY
Is your organization operating below its capacity while your team feels like they are overloaded? This is the crux of the capacity dilemma, and in episode #246 of Your Path to Nonprofit Leadership, Teri Beckmandiscusses the imbalance this challenge creates and how nonprofit leaders can resolve the tension this apparent contradiction creates. Terialso shares key tools and routines to help you manage your many goals and activities. Improving your capacity also includes building a more effective and cohesive board of directors that takes part in raising resources for the organization. If your intention is to maximize your capacity in 2024, you’ll want to listen to this episode!
ABOUT TERI
Teri is deeply influenced by Skillful Means,a fully integrated approach to life and work developed byTarthang Tulkuuniting business practices with personal and spiritual growth – including the development compassion and wisdom. Her lifelong passion lies in integrating eastern and western psychology, organizational behavior, business, leadership, and wellness. She is on the faculty ofDharma College, which offers cutting edge classes for those spiritually inclined, but not religious. HIGOL works to align leadership behaviors with business drivers to dramatically increase revenue, community impact, and evolve overall organizational performance. With over combined 200 years of leadership experience working in mission-driven organizations, the HIGOL team has lived through most experiences our clients are dealing with. When not supporting clients or teaching, Teri can be found with her partner hiking one of North Carolina’s 41 state parks.
EPISODE TOPICS & RESOURCES
245: 4 Ways to Become Mentally Shredded as a Nonprofit Leader (Chris Weedon)
SUMMARY
As a nonprofit leader, does the workload, isolation, and pressure to ensure the wellness of your community lead to feelings of burnout? Inepisode #245 of Your Path to Nonprofit Leadership, nonprofit leaderChris Weedonshares his struggles with these and other mental health stresses and offers support by helping you become mentally shredded. Chris explains what it is to be mentally shredded, how to recognize it, and advice for taking charge of your own mental well-being. He discusses his 4 pillars of being mentally shredded and how individuals can recognize and address each one head on.
ABOUT CHRIS
Christopher Weedonis the visionary Founder of Mentally Shredded, embodies a journey of transformation from a former athlete to a corporate professional and finally an entrepreneur. His path, marked by its challenges, reflects a resilience that has been anything but easy. Weedon's story is a testament to the power of personal development, mental fortitude, and the unwavering belief that, even in the face of adversity, one can carve a path towards empowerment and positive change. His commitment to changing the narrative around mental health and building healthy communities is rooted in both personal experience and a profound understanding of the human journey. Weedon's trajectory, from corporate to entrepreneur, encapsulates the spirit of Mentally Shredded — a movement fueled by a deep passion to break down stigmas, inspire hope, and foster unity in the realm of mental health.
EPISODE TOPICS & RESOURCES
244: Mission, Vision & Talent: A CEO’s Guide to Nonprofit Leadership (Carol Hardison)
SUMMARY
As a nonprofit leader, how do you manage the “urgencies” in front of you while keeping an eye on the changing landscape ahead? You’ll want to listen to the advice of an accomplished nonprofit leader,Carol Hardison. Carol shares her advice on topics such as talent acquisition, building a strong strategic vision, and assuring you’ve got the funding you need inepisode #244 of Your Path to Nonprofit Leadership. She reminds us about what nonprofit leaders should be focused in 2024, and provides sage counsel to those starting on their path to nonprofit leadership.
ABOUT CAROL
Carol Hardison is the second executive of Crisis Assistance Ministry. Her job is to ensure the mission of the agency is carried out through work with the Board of Directors, staff, volunteers, and donors. She came to Crisis Assistance Ministry in 2000 after 18 years at Duke Energy Corporation as a manager and consultant in the Information Technology Department. Her lifelong passion for helping those in poverty is being fulfilled through her work at Crisis Assistance Ministry.
EPISODE TOPICS & RESOURCES
243: How Can You Better Maximize the Potential of Your Volunteers? (Karen Knight)
SUMMARY
As a nonprofit leader, have you struggled to build a strong and sustainable volunteer program? Inepisode #243 of Your Path to Nonprofit Leadership, volunteer leadership expertKaren Knightdiscusses what she’s learned over 25 years of providing volunteer recruitment, engagement, and training support for nonprofit organizations. Karen shares the top four trends leaders should know to grow their volunteer engagement program. She explains how leveraging your volunteer workforce will help scale your impact. What makes a good volunteer? How can nonprofit leaders better embrace volunteer appreciation? What should we include in the onboarding process and exactly how should staff engage in their day-to-day management? Karen shares the answers!
ABOUT KAREN
Karen Knightis a consultant and volunteer leadership expert with over 25 years of experience in the social impact sector. She has served as district director, board member and in numerous other volunteer leadership roles. Karen has been a member of the Board of the Kamloops Therapeutic Riding Association since 2017 and is currently serving as President. She’s used her years of experience and intimate knowledge of what goes into creating effective and strategic volunteer management programs to develop a proprietary framework for turning volunteers into enthusiastic, reliable and committed teams.
EPISODE TOPICS & RESOURCES
242: How to Design a Personal Planning Retreat (Patton McDowell)
SUMMARY
In this solo episode #242, Patton McDowelldiscusses the process of designing a structured personal strategy retreat. The episode highlights why it's critical for nonprofit leaders to invest time in their own strategic planning, a practice often overlooked. He shares valuable strategies and insights on planning and executing a personal retreat for meaningful professional and personal development.
12 STEPS TO DESIGN YOUR RETREAT
OTHER SOLO EPISODES BY PATTON
241: The Power of Strategic Planning for Nonprofits (Marie Palacios)
SUMMARY
Did you know that a well-crafted strategic plan is statistically proven to double an organization’s chance of long-term success? In episode #241 of Your Path to Nonprofit Leadership, strategic planning expertMarie Palaciosprovides clarity around the strategic planning process and how to create a powerful final written product. You’ll gain insider tips on questions like “How do we level the playing field so both introverts and extroverts have equal opportunity to contribute in conversations?” and “How do we narrow down a plethora of ideas into one concise document?”. Marie highlights the essential components so you can come away with a compelling plan with strategies to ensure the end result is clear, concise, and compelling.
ABOUT MARIE
Marie Palacios, Lead Consultant for Funding for Good, is an expert educator, consultant, and facilitator who helps leaders achieve their goals. She combines evidence-based facilitation methods and two decades of professional experience to facilitate dynamic and productive meetings. Her specialties include consensus building, leadership development, and strategic planning for both for-profit and nonprofit organizations. Over the past two decades, Marie has worn every hat imaginable in the business world: volunteer, board member, program director, executive director, and development consultant. Marie is bilingual and uses her Spanish skills to provide language access and diversity training services for businesses and local government sectors. She is passionate about serving others and coordinates annual service trips to Latin America through her private consulting company, MP Pro Consult. Marie is a native of Morganton, NC, where she lives with her husband, three daughters, and one spoiled rescue dog named “Mako.”
EPISODE TOPICS & RESOURCES
240: How Can We Build the Nonprofit Leadership Pipeline? (Carmita Semaan)
SUMMARY
Are you developing a strong pipeline of nonprofit leaders within your organization? Inepisode #240 of Your Path to Nonprofit Leadership, Carmita Semaan,founder of The Surge Institute, explains how nonprofit leaders should strategically position future talent to help their organization excel, and maintain a steady stream of candidates for when it’s time to hire. Learn how Surge is changing the narrative and supporting diverse leadership across the sector. Carmita also shares how she’s communicating her mission to funders, community members, and corporate leaders, and how her fundraising has enabled her to dramatically scale her organization. She shares how Surge measures success and how she herself recruits talented leaders.
ABOUT CARMITA
Carmita Semaan is Founder and CEO of The Surge Institute. Her superpower is supporting and elevating the genius of emerging and seasoned leaders - particularly women and people of color - and shining a light on the brilliance and ingenuity that is too often overlooked and untapped in solving systemic issues. Carmita hails from Birmingham, AL and proudly professes that her hometown made her who she has become. Birmingham’s history has shaped what she feels called to do and the hustle, horsepower and heart she exhibits. Her guiding principle is the connection of head, heart, and soul in leadership to drive sustainable impact and lasting partnerships. Carmita holds an MBA from Northwestern University’s Kellogg School of Management, and a BS in Chemical Engineering from the University of Michigan. She is a member of the Aspen Global Leadership Network, a 2009 Leadership Greater Chicago Fellow, and is a graduate of the Broad Residency in Urban Education. She honors her love for education equity, creative arts, and the amplification of and investment in women community leaders via many boards and volunteer engagements. Carmita lives in Los Angeles with her husband, daughter, and their beloved goldendoodle, Jefferson.
EPISODE TOPICS & RESOURCES
239: Nonprofit Leadership: 3 Things I Wish I Knew Before I Started (Elizabeth Cushing)
SUMMARY
Where are you on Your Path to Nonprofit Leadership? Inepisode #239, seasoned nonprofit leader Elizabeth Cushingshares some of her biggest surprises along the journey, lessons she learned while leading large-scale organizational growth during a global pandemic, and the three things she wished she’d known before her journey began. Learn the differences between scaling an organization versus scaling the solution, and how large-scale change can affect your overall fundraising efforts and donor development. Elizabeth shares sage advice for every emerging nonprofit leader.
ABOUT ELIZABETH
Elizabeth Cushingis the CEO of Playworks, a national organization headquartered in Oakland, CA, that helps schools and school districts make the most of recess through on-site staffing, consultative support, professional development, and free resources. Elizabeth has been with Playworks for 17 years. She became president in 2011, and CEO in 2021. As CEO, Elizabeth leads the senior management team and ensures that all strategic targets are met across the organization. She has spearheaded Playworks’ growth plan, leading the organization through a scaling strategy that took it from partnering with 61 schools in 2004 to nearly 2,000 schools in 2020. Elizabeth has more than 25 years of nonprofit management experience with youth development and youth-serving organizations, and as a leader in the youth development field, is frequently invited to speak about Playworks’ scaling experience, and how play supports children’s development and wellbeing.
EPISODE TOPICS & RESOURCES
238: Is It Time to Redesign Your Nonprofit’s Website? (David Pisarek)
SUMMARY
Is your website as effective as it needs to be for your nonprofit? Inepisode #238 of Your Path to Nonprofit Leadership, digital marketing expertDavid Pisarekshares how you can dramatically improve your website and digital marketing efforts and why you should invest in that effort right now. Learn what a redesign process looks like, the typical costs, and how to find a great agency with which to work. David’s experience within the philanthropic sector allows him to address how website analytics can lead to increased donations and the benefits of SEO for nonprofits.
ABOUT DAVID
David has been smashing the non-profit sector for 30 years, and now he's living out his dream: to design and build websites, lead design and branding projects, and be a general technology guru for non-profits in Canada. He’s a design and programming expert who has taught at the college level and found his passion for sharing knowledge at his clients' businesses. Over the past five years, he and his team have completed over 240 projects, so if you need some help, David and his team are the experts. Breaking apart processes and tearing down department silos, he uses his background to effectively bridge the gaps between IT, Marketing, Communications, and Fundraising departments to align processes, streamline operations, and ultimately help his clients achieve digital success.
EPISODE TOPICS & RESOURCES
237: Nonprofit Leadership in Action: Mastermind Success Stories (Josue’ Hernandez, Tiffany Kong, Michael Walsh)
SUMMARY
Are you ready to advance your nonprofit leadership through the PMA Mastermind program? Three Mastermind alums, Josue’ Hernandez, Tiffany Kong, andMike Walshshare their professional development experiences and the positive changes they’ve made as a result of their participation. In episode #237 of Your Path to Nonprofit Leadership, they discuss specific aspects of the program, the ongoing collaboration with colleagues nation-wide, and what they continue to utilize in their nonprofit leadership.
Josue’ Hernandez is the Assistant Director of Donor Engagement at Memorial Medical Center Foundation, serving Long Beach Medical Center and Miller Children's & Women's Hospital. He oversees donor acquisition, engagement, and stewardship, including programs like Simply Grateful and iGive. Josue’ earned his CFRE certification in 2021 and holds a Master of Arts in Leadership. He is an active member of SCAHD and AHP and is one of 38 Volunteer CFRE Ambassadors globally.
Tiffany Kong, Director of Community Impact, reviews grant-making in education and youth development, supporting nonprofit organizations at the Saint Paul & Minnesota Foundation. She co-founded The Give Me Hope Project in 2005, dedicated to building water wells in Laos. Tiffany serves on the board for Keystone Community Services and holds a bachelor’s degree in healthcare administration from the University of Wisconsin-Milwaukee.
Mike Walsh, Assistant Dean of Advancement in the Virginia Tech College of Science, leads the advancement team overseeing development, alumni relations, and communications. Previously, he worked at North Carolina State University, managing major gifts and leadership annual giving. Mike holds an associate’s degree in environmental studies, a bachelor’s in geography, and a master’s in organizational leadership.
EPISODE TOPICS & RESOURCES
236: The Five Hardest “Soft” Skills Every Nonprofit Leader Needs (Dr. Shirley Davis)
SUMMARY
What are the critical soft skills nonprofit leaders must master? Inepisode #236 of Your Path to Nonprofit Leadership, global workforce expert Dr. Shirley Davis explores why leadership skills and competencies have shifted over the past few years away from the technical and other “hard” skills to “soft” skills which can be harder to demonstrate. She shares her top five soft skills every nonprofit leader should embody to attract and retain today’s talent. Shirley explains why soft skills have the greatest impact on an employee’s experience and how nonprofit leaders can develop and improve these skills if they want to achieve high performance and engagement from their workers.
ABOUT SHIRLEY
Dr. Shirley Davisis a sought-after global workforce expert, national board director for Make-A-Wish Foundation, and president and CEO of SDS Global Enterprises, a strategic development solutions firm that specializes in human resources strategy, talent management, leadership effectiveness, culture transformation and diversity, equity & inclusion. Dr. Davis has over thirty years of business experience in a variety of senior executive leadership roles in Fortune 100 & 50 corporations. Her work has been featured in Harvard Business Review, Oprah Daily, Fast Company, the Wall Street Journal, NBC’s Today Show, USA Today, NPR, CBS News, Fox News, CNN.com, HR Magazine, and many others. She was inducted into Inclusion Magazine’s Hall of Fame for Diversity, Equity, and Inclusion in November 2021, and in August 2022 was awarded The Golden Gavel Award which is Toastmasters International’s highest and most prestigious award given to one person each year based on Leadership and Communication Impact. She was nominated for Forbes 2021 Women 50 Over 50 list and again in 2022. Dr. Davis has worked in over 30 countries on 5 continents and delivers over 100 speeches a year. She served on the Board of Directors and the Foundation Board for the National Speakers Association (2017-2021). In 2021, she was named to the national board of the Make-A-Wish Foundation and will serve a four-year term. She holds a Bachelor’s in Pre-Law, a Master’s in Adult Education; a second Master’s in Human Resource Management, and a Ph.D. in Business and Organizational Leadership.
EPISODE TOPICS & RESOURCES
235: When Should You Consider Nonprofit Leadership? (David Goldman)
SUMMARY
Are you pondering your career path and want to find more intrinsic value and purpose through a mission-driven organization? How will you know if you’re ready to transition to leadership in the philanthropic sector? Inepisode #235 of Your Path to Nonprofit Leadership,David Goldmanshares what it took for him to move from a career with some of the world’s largest and most loved brands to his current role as a nonprofit leader. He shares how he prepared for this transition and offers thoughtful observations when comparing the two sectors. Learn how to maintain your case for support, even in times of crisis, as David discusses his successful marketing and fundraising techniques that serves his work across Australia.
ABOUT DAVID
With over 20 years’ experience as a strategic consumer marketer,David Goldmanhas a proven track record and a passion for doing things differently and challenging the norm. David has worked for some of the world’s largest consumer organizations, including Coca-Cola, McDonald’s, Canon and NewsCorp. During his time in these organizations, he launched Coca-Cola to the Palestinian Authority, developed the New Tastes Menu at McDonald’s and led a team with editorial support to reposition and relaunch The Daily and Sunday Telegraphs. One of his proudest accomplishments was to lead a strategic marketing and creative team that developed Canon’s “World of EOS”. The work was recognized globally, winning 8 Cannes Lions, including 1 Media Grand Prix, not to mention resulting in a significant uplift in underlying earnings for Canon Australia. Over the past 6 years, David has diverted his own interests to the For Purpose sector, having taken up executive roles at Relationships Australia NSW (NFP), RASE Pty Ltd (social enterprise) and his current role at theFoundation for National Parks & Wildlife. David’s philosophy: it’s time to give back and there’s fulfilment beyond material possession. In his spare time, David is committed to his community, a volunteer lifesaver at North Bondi SLSC for the past 11 years, 8 of which he was a patrol captain. He is also a volunteer mentor for Youth Off The Streets.
EPISODE TOPICS & RESOURCES
234: Building Financial Leadership Within Your Nonprofit (Jessica McClain)
SUMMARY
As a nonprofit leader, how do you assess and ensure your organization has the financial tools, talents and resources to best advance your mission?Jessica McClain, a nonprofit leader and CPA recently named one of the Most Powerful Women in Accounting in 2023, advocates inepisode #234 of Your Path to Nonprofit Leadershiphow building a culture of open communication between your accounting department and other organizational leaders can better integrate your organization’s financial picture, especially when engaging new prospects and stewarding existing donors. Learn how business acumen is playing an integral part of financial leadership within nonprofits as she shares her advice for attracting, retaining, and advancing women in finance leadership positions.
ABOUT JESSICA
Jessica E. McClainserves as the Chief Financial Officer forGirl Scouts Nation’s Capital. In this role, she has strategic responsibility for finance and accounting, property, product program, retail merchandise, and business operations. Prior to transitioning to the not-for-profit industry, she spent 11 years in public accounting. Jessica represents Maryland as an AICPA Council At-Large Member. She is a Board member of the Maryland Association of CPAs Foundation, the Greater Washington Society of CPAs, and the Towson University Accounting Advisory Board, and gives back to the community as the National Treasurer for ODK Honor Society. She previously served on the AICPA Women’s Initiatives Executive Committee, the AICPA Foundation Board of Trustees, and the AICPA Student Recruitment Committee. Jessica's accomplishments include being named a 2023 CPA Practice Advisor Most Powerful Women in Accounting, a 2022 Washington Business Journal 40 Under 40 honoree, the 2022 NABA DC Chapter Outstanding Accounting Leader of the Year, a Maryland Association of CPAs 2021 Women to Watch- Emerging Leader, a Black CPA Centennial's 40 Under 40 Black CPA Award honoree, a 2021 AICPA Outstanding Young CPA Award recipient, and a 3x CPA Practice Advisor 40 Under 40 Professional. Jessica is a graduate of the highly competitive AICPA Leadership Academy and earned her bachelor’s degree in business administration from Towson University and her master’s degree in accounting from George Washington University. Jessica is a Certified Public Accountant licensed in Virginia.
EPISODE TOPICS & RESOURCES
233: Navigating Frustrating Scenarios with Your Nonprofit Board (Michael Corley)
SUMMARY
How well do you get along with your board members? The complexity of the board/staff relationship can create challenges for any nonprofit leader. Inepisode #233 of Your Path to Nonprofit Leadership, nonprofit board expertMichael Corleyillustrates many of the frustrating scenarios executive directors encounter with their board of directors, and how they can better navigate them. Michael clarifies the core roles and responsibilities among all parties that will enable success for the entire organization.
ABOUT MICHAEL
Michael Corleyfounded The Corley Company in 2010 to focus on providing support to CEOs and other organizational leaders. This directly resulted from his experience being a President & COO of a mid-sized company and a nonprofit Board Chair. In those roles there were many times he wished he had a trusted resource to give advice, an experienced person to facilitate/lead critical projects when the team didn’t have the bandwidth, and someone who was genuinely interested in professional growth. As a leader, as “the” leader, he learned it can truly be “lonely at the top.” He built The Corley Company on his strengths, competencies, and areas of interest in order to grow and support organizational leaders. Over the past 12 years, he has worked with hundreds of nonprofit funders and agencies to provide strategic support to CEOs and boards. He now works only with nonprofit organizations as a confirmation of his belief in mission-focused work.
EPISODE TOPICS & RESOURCES
232: How Do You Manage a Small Nonprofit with Limited Resources? (Michael Schneider)
SUMMARY
As a nonprofit leader, do you struggle with limited resources that must be carefully managed in order to maximize the impact of your organization’s work? Learn fromMichael Schneider, founder of a successful small nonprofit finding huge success, inepisode #232 of Your Path to Nonprofit Leadership. Michael shares how to be efficient with a small team and how strategic outsourcing allows nonprofit leaders be more directly involved with their mission. He also shares ways to better communicate your message through productive and creative uses of social media.Michaelalso talks effective fundraising for a small organization. How do you identify, steward, and even create legacy giving among your donors when your resources are in short supply?
ABOUT MICHAEL
Michael Schneider startedPilots To The Rescueback in 2015 to combine his love of aviation and saving animals. Michael is a commercial, instrument-rated pilot with more than 1,200 hours. When Michael isn’t flying, he enjoys spending time with his wife, 4 boys under 7 years of age, and his 90 lb. rescue dog. Michael currently resides in Greenpoint, Brooklyn, and flies out of Essex County Airport (KCDW) in Caldwell, NJ.
EPISODE TOPICS & RESOURCES
231: Leadership Reimagined: Letting Your Community Take the Lead (Vichi Jagannathan)
SUMMARY
Are you a mission-driven leader in the nonprofit sector with more passion than answers?Vichi Jagannathanwas one such leader, and inepisode #231 of Your Path to Nonprofit Leadership, she shares what it means to let your community take the lead and provide the answers you need as the nonprofit leader.Vichiexplains how building on design thinking ideas from across the country brought clarity to the challenges she faced in a rural and under-resourced community. She discusses the biggest challenges she had to overcome in running a small nonprofit, and the solutions she found when building staff, volunteers, and a board of directors.
ABOUT VICHI
Entrepreneur, strategist and social change leader who applies innovative ideas in unlikely settings to catalyze impact and community transformation. Vichi began her career as a high school science teacher in Northampton County, NC through Teach For America. She then spent two years on the West Coast leading the expansion of Microsoft’s TEALS computer science education program into California. In 2016, Vichi participated in the Innovation Next accelerator, where she received coaching from IDEO in human-centered design to develop a mobile sex education app called Real Talk, which has been downloaded over 10,000 times in over 100 countries. She also interned with SelfHelp Credit Union in Durham, NC where she created the strategy for Self-Help’s branch expansion into Eastern North Carolina. In 2017, Vichi co-foundedRural Opportunity Institute (ROI). ROI builds the capacity of rural communities to support people’s healing from generational trauma to achieve health, safety, connection, and self-determination. Based in rural Eastern North Carolina, ROI has grown from a small, grassroots effort to an influential organization that affects over 20,000 people in 15 states. ROI’s innovative approach has captured the interest of national state funders including New Profit and the Kate B. Reynolds Charitable Trust. Vichi holds a Master of Business Administration from Yale University School of Management, a Master of Science in Electrical Engineering from Stanford University, and a Bachelor of Science in Electrical Engineering from Stanford University.
EPISODE TOPICS & RESOURCES
230: Why Your Nonprofit is Doing Strategic Planning All Wrong (Sarah Olivieri)
SUMMARY
What exactly is strategic planning for a nonprofit organization? Does your plan truly align with your mission, and do you know how to actually get the plan in motion?Sarah Olivierishares her unique approach to strategic planning and board engagement that every nonprofit leader will want to consider inepisode #230 of Your Path to Nonprofit Leadership. She explains her 5 keys to better strategic planning and the role your board should play in building an effective strategic framework.
ABOUT SARAH
Sarah Olivierihas been called a “Business Alchemist” in the nonprofit space; others have called her “The Money”. She’s the wizard behind the curtain who has orchestrated the transformation of nonprofit organizations, from failing to thriving, which never fails to make the jaws drop of for-profit business experts. As the former director of three nonprofits and founder of five for-profit businesses, she understands, deeply, the challenges and complexities facing organizations. She’s brought nonprofits back from the brink of insolvency. She’s averted major cash-flow crises, solved funding droughts, resolved board conflicts, and everything in. Sarah, who is also an international best-selling author and globally renowned speaker, is the creator of the Impact Method™ - a framework she designed and built from the ground up, to help organizations simplify their operations, build aligned teams, and make a bigger impact without getting overwhelmed or burning out. Her company, PivotGround, supports nonprofits to become financially sustainable world-changers, and she has an incredible 100% success rate.
EPISODE TOPICS & RESOURCES
229: What Should You Outsource at Your Nonprofit? (Eric Thomas)
SUMMARY
As a nonprofit leader, are you short-handed or unable to scale your team to keep up with growth, especially in more technical areas like technology and finance? Inepisode #229 of Your Path to Nonprofit Leadership, Eric Thomasshares how outsourcing may be a practical solution for your organization. Learn exactly what outsourcing in the nonprofit sector is and how it can help address your needs.Ericdiscusses the talent shortage, particularly in specialized roles like finance and accounting that currently exist in our sector. He provides specific keys to integrate an outsourced position into your nonprofit, and which roles and functions are most effectively outsourced. Eric also provides examples of automation that nonprofit leaders should consider to streamline operations.
ABOUT ERIC
Eric Thomasis a consulting partner with over 20 years of experience serving nonprofit and for-profit organizations. Since joiningArmanino,he has focused on helping nonprofits with their finance and accounting needs, so they can concentrate on developing their organization and delivering on their mission. He works with a diverse group of clients on their digital transformation and believes that regardless of size and age, organizations can benefit from incorporating enterprise best accounting practices through a solution that uses cloud technology and paperless processes. Prior to joining Armanino, Eric led accounting and finance functions at Robert Half, Analytic Services, and Serco NA. He received a B.S. in business administration from West Virginia University.
EPISODE TOPICS & RESOURCES
228: Strategic Planning Doesn’t Need to be Painful (Carol Hamilton)
SUMMARY
Is your nonprofit on a clear path, grounded with specific goals, to achieve its mission? Can you articulate organizational priorities that reflect a shared board and staff vision? Inepisode #228 of Your Path to Nonprofit Leadership, strategic collaboratorCarol Hamiltonshares key components of an effective strategic plan, the timeline necessary to build one and why more organizations struggle without one. You’ll learn who should be involved in the framework process and questions to consider as you envision your organization’s next 3-5 years. Carol also describes impact mapping and how it can help nonprofit organizations become more effective at realizing their mission.
ABOUT CAROL
Carol Hamilton, Principal,Grace Social Sector Consulting, LLC, and host ofMission: Impactpodcast, facilitates whole-brain strategic planning, impact mapping, service audits and organizational assessments for nonprofits and associations. She combines left-brain strategy and analysis with right-brain wisdom about human complexities for a proven, whole-brain, whole-organization process through which every stakeholder thrives. She is also part of a consultant collective focused on diversity, equity, and inclusion that has a particular focus on racial equity, All In Consulting.
EPISODE TOPICS & RESOURCES
227: 3 Keys to Effective Nonprofit Leadership: (Christina Edwards)
SUMMARY
Where are you on your path to nonprofit leadership? Are you effectively serving your mission, your donors, and your board of directors with integrity, consistency, and clarity? Inepisode #227 of Your Path to Nonprofit Leadership, acclaimed purpose and profit coachChristina Edwards discusses vital qualities effective leaders share within the philanthropic sector and how you can effectively grow and enhance your skills. Do you struggle with calendar management? Christina explains how and why it’s essential to seize control and manage your time. Learn how she advises nonprofit leaders to increase their organization’s visibility with donors and hear how Christina addresses a lack of time and funding, two challenges nonprofit leaders often face.
ABOUT CHRISTINA
Christina Edwards is the Founder of Splendid Consulting and host of thePurpose and Profit Club Podcast, a lifelong entrepreneur, marketing and business coach who works with ambitious nonprofit leaders. Her popular courses,Easy EmailsandAmplify Social Impact, teach organizations how to get noticed and funded, create a magnetic voice, and make lead generation simple and painless!
EPISODE TOPICS & RESOURCES
226: Why Do People Give to Your Nonprofit? (Tim Kachuriak)
SUMMARY
Do you know how to write your nonprofit value proposition to increase donations? Do you know why people give? Inepisode #226 of Your Path to Nonprofit Leadership, Tim Kachuriak, founder ofNextAfter, a fundraising research lab and consultancy, explains why he’s obsessed with discovering what inspires people to give and how his organization is helping nonprofit leaders answer those questions and more. He shares key takeaways learned through their research and how it compares with the latest Giving USA results. Is there a true generosity crisis among mid-level donors happening now? Learn how and why nonprofit leaders should sharpen their value proposition and what that can mean for their key volunteers and board members.
ABOUT TIM
Tim Kachuriakis the founder and Chief Innovation and Optimization Officer forNextAfter, a fundraising research lab and consulting firm that works with businesses, nonprofits, and NGOs to help them grow their resource capacity. A nonprofit thought leader, Kachuriak is the author of the book Optimize Your Fundraising, lead researcher and co-author of theOnline Fundraising Scorecard, Why Should I Give to You?(The Nonprofit Value Proposition Index Study), and The Midlevel Donor Crisis. Kachuriak has trained organizations in fundraising optimization around the world and is a frequent speaker at international nonprofit conferences. Kachuriak is also the co-founder and board member for the Human Coalition, a member of the board of directors for Open Doors USA, an Advisory Board Member for the SMU Digital Accelerator, Advisory Board Member for Kids Prosper Kids, and an Advisory Board Member for the Blackbaud Institute for Philanthropic Impact. Kachuriak lives in Prosper, TX with his wife Rebecca, and their four children.
EPISODE TOPICS & RESOURCES
225: Bridging the Gap: Technology’s Role in Nonprofit Success (Jack Fanous)
SUMMARY
Are you using today’s technology to further advance your mission and better serve your community? Inepisode #225 of Your Path to Nonprofit Leadership, Jack Fanous, founder and leader of two successful, shares how technology can both increase your fundraising and better connect your mission with those you serve. Understand how having a better knowledge of software options can help nonprofit leaders better navigate transactional fees allowing 100% of charitable gifts funnel directly to your mission. Lean how this busy philanthropic executive built, manages, and scales his mission. Jack shares ways our sector can harness technology to better connect existing resources to the people who need them.
ABOUT JACK
Jack Fanousis the co-founder and CEO of JobPaths, a SaaS Enabled Marketplace (SEM) that fulfills the original goals of the internet community by bringing people together with those who can help them along their journey. JobPaths is designed as an immersive network to bring people together to support one another through sharing employment opportunities, resources, training, and guidance. At the core of the company is the network of platforms JobPaths has established that include nonprofit, governmental, and corporatepartners who license the software in order to support their clients. Within each of these licensed platforms lives JobPaths intelligent systems and easy-to-use software that connect Diversity, Equity, and Inclusion (DE&I) users to job openings, resources, career and life trainings, and mentorship opportunities. Jack developed his company based on his years of nonprofit experience as CEO and co-founder of GI Go Fund. Started in 2006 after the death of a childhood friend Lt. Seth Dvorin, GI Go Fund provides military veterans across the country with job training and employment opportunities, as well as access to healthcare, benefits help, and connections to housing. The organization has recently expanded its efforts to support all populations within the DE&I community. Through his work at GI Go Fund, Jack discovered the shortcomings in veteran hiring and acted. He testified before the United States Senate Veterans Affairs Committee regarding veteran issues in 2008, and serves as the co-chair of the VA’s Community Veterans Engagement Board (CVEB) Newark, NJ chapter, and is a board member of Habitat for Humanity NJ.
EPISODE TOPICS & RESOURCES
224: 5 Truths for Transformational Nonprofit Leaders (Ed Mishrell)
SUMMARY
Do you want to elevate your nonprofit leadership to the next level? What are the five key principles of mission-driven leadership? Inepisode #224 of Your Path to Nonprofit Leadership, former Chief Strategy Officer for the Boys & Girls Clubs of America and author of The Five Truths for Transformational Leaders: How Nonprofit Organizations Thrive, Grow and Make a Profound Difference, Ed Mishrell, delivers an insightful and practical discussion of how to achieve extraordinary results when leading nonprofit organizations. Ed shares how to use your organization’s mission as your north star and build an exciting, thriving nonprofit. He highlights hurdles nonprofit leaders typically face and how you can navigate them for optimal results. Understand the vital importance of leadership growth and how you can ensure you’re consistently growing and adapting.
ABOUT ED
For over four decades, Ed Mishrell worked to provide opportunities for America’s youth. Ed began a nearly 40-year career in the Boys & Girls Clubs Movement beginning at the Crime Prevention Association, a Boys & Girls Club organization in Philadelphia, PA. In 1987, Ed joined the staff of Boys & Girls Clubs of America as the Director of the Targeted Outreach Delinquency Intervention Program. He has held many positions at BGCA, including the Director of Staff Development and Senior Director of Training and Development, among others. He has led the development of numerous national program and strategic initiatives including executive leadership, deepening impact and assuring public trust. In 2009, Ed became the Chief Strategy Officer at Boys & Girls Clubs of America, responsible for organizational strategy, strategic planning, operational planning, organizational data and outcome measurement systems. After retiring from Boys & Girls Clubs of America, Ed became an adjunct professor at Georgia State University. Ed holds a Bachelor of Science degree from Alfred University, a Master of Education from Elmira College, and a Master of Social Work Administration from Temple University.
EPISODE TOPICS & RESOURCES
223: Does Your Nonprofit Brand Effectively Communicate Who You Are? (Mark Miller & Ted Vaughn)
SUMMARY
How can your nonprofit stand out amidst all of the great causes in your community? In episode #223 of Your Path to Nonprofit Leadership, Mark MillerandTed Vaughn, authors of the bookCulture Built My Brand: The Secret to Winning More Customers Through Company Culturediscuss the role of storytelling in attracting and retaining donors and why most attempts at storytelling fall short. They share effective tactics to help you clearly communicate who you are and explain how brand building begins with the organization's internal culture and leadership.
ABOUT MARK & TED
Mark Miller &Ted Vaughnare the cofounders of Historic Agency, a brand strategy, innovation, and design partner that helps ambitious brand do more good. They are the authors of Culture Build My Brand: The Secret to Winning More Customers Through Company Culture. Mark leads product strategy, marketing transformation, and brand at Historic. He’s rebranded nearly 100 organizations and also specializes in all things strategy, including brand, product, and marketing. Ted leads client transformation at Historic and specializes in executive leadership, brand development, and strategic clarity. He has served hundreds of for-profit and nonprofit brands. His passion is to serve senior leaders by helping them align everything they do to build their brand from the inside out.
EPISODE TOPICS & RESOURCES
222: Why Doesn’t Your Nonprofit Have a Succession Plan? (Mandy Pearce)
SUMMARY
Do you have a succession plan in place at your nonprofit? Most nonprofits don’t, and you may be facing any number of challenges when planning for the inevitable transition that occurs at every organization. In episode #222 of Your Path to Nonprofit Leadership, we learn fromMandy Pearcewhy having proper strategic and succession plans is vital to an organization’s long-term health. She shares the key benefits of having a succession plan and answers questions you might face when planning for one. Mandydiscusses how nonprofits can ensure a smooth leadership transition during the succession process that will minimize disruptions to the organization.
ABOUT MANDY
Mandy Pearceis the Founder ofFunding for Good, which equips organizations with all the skills and tools needed to become successful and sustainable. She continues to enjoy developing this company to meet the changing demands of the nonprofit world. For over two decades, Mandy and her team of experts have shared their proficiency in fundraising through executive coaching, strategic and development planning, seminars and specialized consulting programs. Mandy’s dynamic teaching style has brought thousands of people to her presentations at conventions, training workshops and online platforms. Mandy established Funding for Good, Inc. upon the core values of honesty, efficiency, direct communication and bringing sustainable dollars to local communities. Mandy lives in Hickory with her husband, Ricardo, and their two fur babies, Dalli and Max. She and Ricardo also own and operate a successful landscaping and custom woodworking company, Two Green Thumbs and More. On her days off, Mandy enjoys working in their garden, sipping sweet tea on their porch swing with a good magazine and cooking gourmet meals for their family and friends.
EPISODE TOPICS & RESOURCES
221: Turning your Passion into a Movement (Lynn Margherio)
SUMMARY
Starting a successful nonprofit often begins by transforming a passion project into a well-defined organization. But how do you turn that project into an actual movement? Inepisode #221 of Your Path to Nonprofit Leadership, Founder and CEO of the national nonprofitCradles to Crayons, Lynn Margherio shares just how she’s created a movement from her personal mission to end clothing insecurity. She shares her 5 keys to building a movement and how she’s activated the corporate community to engage them in her cause. Lynn discusses the staff and volunteer networks she’s built, her approach to strategic planning, and most importantly, knowing how and when to scale into new markets.
ABOUT LYNN
A leader in the fields of social justice and children’s issues, Lynn Margheriois the Founder and CEO ofCradles to Crayons. She leads this national nonprofit with Giving Factories® in Boston, Chicago, and Philadelphia, and an online donation platform, Giving Factory Direct®, serving NYC and the San Francisco Bay Area. The largest national nonprofit with Clothing Insecurity at the core of its mission, Cradles to Crayons provides children living in low-income and homeless situations with clothing and other everyday essentials—diapers, winter coats, shoes, hygiene items, backpacks, and more. Lynn launched Cradles to Crayons in 2002, and to date, the organization has distributed more than 4 million packages to kids’ birth through age 12. Under Lynn's leadership, the organization has successfully fulfilled the needs of millions of children and connected more than half a million volunteers to meaningful engagement opportunities and donation experiences, mobilizing people of all ages in communities all over the country. In her role as CEO, Lynn directs all aspects of the organization including strategic planning, operations, fundraising, brand/marketing, product acquisition, external relations and ongoing collaboration with both national and local Boards of Directors. She has led multiple successful capital campaigns raising millions of dollars to fund expansion and has steered the organization through major relocations and organizational restructurings. She is spearheading a national expansion campaign to serve the more than 20 million children across the U.S. who are Clothing Insecure. A graduate of Georgetown University, Lynn completed the Strategic Perspectives in Nonprofit Management program at Harvard Business School.
EPISODE TOPICS & RESOURCES
220: Finding Your Voice as a Nonprofit Leader (Sabrina Gilchrist)
SUMMARY
What does it mean to find your voice as a nonprofit leader? Inepisode #220 of Your Path to Nonprofit Leadership, Sabrina Gilchristshares the journey to find her voice as a nonprofit leader and the positive effect it has on furthering the mission of her organization. Are you the kind of leader talented people want to follow to further a mission in which donors have confidence investing? Learn the skills and experiences that helped Sabrina advance into senior leadership that can work for you too.Sabrinashares her approach to strategic planning, fundraising, building a dynamic board of directors and what she looks for when developing a team.
ABOUT SABRINA
Sabrina Nichole Gilchristis an author, public speaker, Clinical Mental Health Counselor, ordained Christian minister, and nonprofit professional. She earned the Bachelor of Arts from Winston-Salem State University and the dual Master of Arts (Counseling) and Master of Divinity from Wake Forest University. Sabrina has served the Charlotte community since 2010 through her work withRight Moves For Youth(RMFY), a school-based youth development and student support organization that leverages group work to help teens in grades 6-12 succeed in school and life. Beginning in direct service as the Program Manager, Sabrina now has the honor of leading RMFY as Executive Director. She is a lifelong learner committed to professional development efforts that build and refine her nonprofit leadership skills. Since becoming Executive Director, Sabrina has completed the following: the Allstate Foundation Executive Leadership Program; the Allstate Foundation Leading with Equity Program; and the Patton McDowell & Associates Mastermind Program. She is also a member of the third cohort of the Black Social Capital Initiative (BSCI), a Charlotte-based organization dedicated to increasing the representation of black leaders in the nonprofit sector at the executive and board levels.
Sabrina works in private counseling practice with Reconciliation Counseling and Consulting, PLLC, and occasionally teaches aspiring helping professionals as an adjunct instructor at Queens University of Charlotte.
EPISODE TOPICS & RESOURCES
219: Building a Career in the Nonprofit Sector (Amie Dugan)
SUMMARY
Are you prepared for the hard work the nonprofit sector requires? Working for a mission you believe in can certainly be both rewarding and fulfilling, but many well-intentioned individuals are surprised by the realities of being a professional in the sector. Inepisode #219 of Your Path to Nonprofit Leadership, we talk with a seasoned nonprofit leader,Amie Dugan,about what it truly takes to build and sustain a successful career in the philanthropic sector. Amie discusses specific skills and attributes found in leaders that naturally draw exceptional talent to follow and learn from to advance their missions.
ABOUT AMIE
Amie Duganserves as Vice President, Organizational Development forSpecial OlympicsNorth America and leads the Organizational Development team which provides guidance and oversight to all SONA Programs in the US, Canada and the Caribbean). Over her 25+ year career at Special Olympics, she has served as the global leadership and program excellence lead for Special Olympics North America. She also served as Director of Marketing and Communications - a role she established, and began as a Special Olympics volunteer in 1994. Amie was inducted into the Special Olympics Florida Hall of Fame in 2011. Prior to Special Olympics, she worked for the Walt Disney World Company and the Juilliard School of Music and has consulted with multiple performing arts organizations. Amie is an instructor, consultant, and curriculum developer for the nonprofit governance certificate program and custom consultation programming atThe Edyth Bush Institute for Philanthropy & Nonprofit Leadershipat Rollins College. She is a BoardSource certified nonprofit consultant and is a member of WISE (Women in Sports and Events), on the Board of Directors for Girls on the Run (Central Florida), and is a member of the Greater Orlando Organizational Development Network, serving on its governance committee.
EPISODE TOPICS & RESOURCES
218: 5 Ways to Turn Around a Struggling Nonprofit (Lance Kawaguchi)
SUMMARY
Is your nonprofit organization not delivering on its mission? Is it struggling from poor governance, alienating key donors and staff and producing lackluster results? Inepisode #218 of Your Path to Nonprofit Leadership, we talk withLance Kawaguchi, who committed to fighting cancer when the disease hit his family in 2016 and became the new CEO of the struggling nonprofit, Cure Brain Cancer Foundation. Although he built a successful career in the world of finance, he proved to be the right leader to turn around the organization. Lance shares his 5 essential keys to turn a struggling nonprofit into a powerful organization that delivers on its mission.
ABOUT LANCE
Lance Kawaguchi, CEO ofThe Cure Brain Cancer Foundation, has over 25 years of global finance and banking experience. His outstanding leadership and innovative approach to diversity and inclusion have been recognized by many peak global bodies including the Treasury Management International, the BAME100 Board Talent Index and as one of UPstanding 100’s leading ethnic minority executives. Lance was recently named CEO Magazine’s2022 Non-For-Profit Executive of the Yearin his first year at the foundation. Connect with him onLinkedIn.
EPISODE TOPICS & RESOURCES
217: What Can We Learn from an Unconventional NGO? (Marko Kasic)
SUMMARY
Have you made the transition from the for-profit sector to nonprofit? How would you transfer your skills to effect genuine social change? Inepisode #217 of Your Path to Nonprofit Leadership, Marko Kasicshares his why and how he founded an “unconventional” NGO. Through his goal to create a social enterprise, he created a self-generating revenue model which addresses food insecurity while simultaneously providing workforce development. Marko shares how he has built his staff, volunteer teams, and an internationally diverse board of directors. As an NGO, fundraising is critical and Marko illustrates how to identify funders and build a global fundraising strategy.
ABOUT MARKO
Marko Kasicis the Founder and Executive Director of FundLife, a grassroots "for-social-profit" organization based in Tacloban, Philippines. FundLife combines a unique experiential learning curriculum with purposeful play to create enabling pathways for some of the world's most vulnerable children and young people living in short-term and chronic emergencies. FundLife mission is to ensure every single child has a right to a safe childhood, quality education, and equitable opportunity to reach their full potential - as we say, for every young person to ' Dream in Colour' Away from FundLife, Marko is an avid runner, traveler, and motorcycle enthusiast.
EPISODE TOPICS & RESOURCES
216: How Your Nonprofit Can Benefit from a Digital Transformation (Bob Green)
SUMMARY
What does digital transformation mean for nonprofits? In episode #216 of Your Path to Nonprofit Leadership, strategic IT expertBob Green explains how digital transformation is a pathway for nonprofit organizations to succeed by increasing overall efficiency, facilitating donor and volunteer relationships, and improving communications to reach wider audiences. He shares how incorporating new technologies in the workplace benefits nonprofits and their employees by eliminating redundancies, automating tasks, and allowing team members to focus on work that makes the most significant impact. Bob also lays out keys to effective IT governance for nonprofit leaders.
ABOUT BOB
Bob Green, CPA, CITP, CGMA is Lead Partner for SingerLewak’s "SL Business Informatics" advisory practice. His team is retained as trusted, independent advisors to help achieve the benefits of strategic IT planning and direction for growing organizations. Their skills include comfort with complex projects around ERP, CRM and other application types, Cybersecurity and ongoing Cybersecurity Program management, IT Audit and Assurance (SOX, SOC), IT Risk, IT project rescue, and others. Bob’s background combines CPA, CFO, Consulting and Technologist skills, as applied to challenges faced by many industries including non-profits of many varieties and complexities (501c3, 501c4 and 501c6) as well as entertainment, technology, government, food and beverage, medical devices and cosmetics, and others. Bob spent 8 years at PWC, later became a CFO, and is a frequent speaker and presenter at AICPA and other professionally sponsored education conferences and produces podcasts and articles regularly. In his spare time, he organizes hiking experiences, volunteers in the non-profit space and enjoys time with his family in the Los Angeles area.
EPISODE TOPICS & RESOURCES
215: The Talent Magnet: How to Attract Nonprofit Leaders (Reid Ricciardi)
SUMMARY
How can you create a culture and strategy that motivates and empowers your team, while also aligning with your mission and vision? Inepisode #215 of Your Path to Nonprofit Leadership,we talk with talent management expertReid Ricciardiabout building the kind of team necessary to achieve your mission. Reid shares how to attract, retain, and develop talent in a competitive and changing nonprofit sector. Learn some tips and best practices to foster a positive and productive work environment for your staff. Understanding the importance of excellent internal and external communication could be the key to building success.
ABOUT REID
As Executive Director of Talent Management, Reid is responsible for the development and implementation of a strategic talent management program for the University Advancement division and its partner colleges and units at NC State. He works closely with senior managers to identify and attract top-level talent, improve on-boarding and training experiences, and support job performance and retention through targeted professional development and career planning. Reid draws on over two decades of experience in institutional advancement. From 2012 – 2017 Reid served as Executive Director of Development for the College of Education. Prior to NC State, Reid spent four years as Director of Development at Duke University's Fuqua School of Business and 9 years at Purdue University in a variety of major gift, annual giving and stewardship program roles. Currently he serves on the Boards for Triangle AFP and Delta Upsilon Educational Foundation. Reid has a B.S. from Purdue University and an M.A. from Duke University.
EPISODE TOPICS & RESOURCES
214: Should You Consider a Sabbatical as a Nonprofit Leader? (Laura Belcher)
Are you ready for a sabbatical? Is your organization ready for you to take a sabbatical? Are work sabbaticals the latest nonprofit retention strategy? In episode #214 of Your Path to Nonprofit Leadership, Laura Belcher, the President & CEO of Habitat for Humanity of the Charlotte Region, shares why her recent sabbatical was beneficial for both her and her organization. Laura explains how best to prepare yourself - and your team - for the sabbatical. The planning effort can also clarify essential leadership roles and increase organizational capacity amongst the team. Laura also addresses policy implications and provides great tips to help put your plan in motion!
ABOUT LAURA
Laura Belcher joined Habitat for Humanity of Charlotte in 2014, excited by the possibility of removing barriers to homeownership for working families in the community. She oversees the implementation of strategic plan tactics that establish aggressive goals for the affiliate. Since 2014, the organization has seen a 300% increase in families served through growth in new home production, increases in existing home preservation efforts, providing more diverse housing solutions and the expansion of financial literacy programs, demonstrating a commitment to innovate and reach an even broader audience. In February 2020, Laura managed the merger between Habitat Charlotte and Our Towns Habitat, creating Habitat for Humanity of the Charlotte Region, combining strengths and eliminating duplicative processes and technologies. The combined affiliate has served over 4000 families since inception, operates one of the largest Habitat Construction operations in the US, runs a network of 6 ReStores, and supports 3 international partners. Laura has served on many committees of Habitat for Humanity International (HFHI); she is currently serving a second 3-year term on the HFHI US Council where she holds the office of Vice Chair. She spent the first 20 years of her career in corporate roles with Arthur Andersen, Wachovia Securities and Transamerica. Laura was a CPA, graduated from the College of William and Mary, and spent 9 years in nonprofit work as CFO/COO of the Arts & Science Council prior to joining Habitat. She attributes her passion for Habitat to her church where she started volunteering and building houses over 20 years ago.
EPISODE TOPICS & RESOURCES
213: Keys to Advancing your Nonprofit Career (Brian Collier)
SUMMARY
Are you on the path to advancing your nonprofit career? Do you have the skills and experiences needed for leadership? Brian Collier, an experienced, successful nonprofit leader, shares his advice for aspiring leaders eager to ascend to a senior leadership role inepisode #213 of Your Path to Nonprofit Leadership. Brian shares his concerns about nonprofit proliferation and imparts his keys to a successful grant application. Nonprofit leaders know the importance of community collaboration, but how do you evaluate its effectiveness? Brian talks about the dynamic between nonprofit leaders and their board of directors and how to foster strong, proficient relationships.
ABOUT BRIAN
Brian Collieris the new President ofThe Gambrell Foundationafter serving as Executive Vice President for Foundation for The Carolinas for sixteen years. While at FFTC, he handled the Foundation’s competitive grants programs across thirteen counties in North and South Carolina. Brian also led the Foundation’s Robinson Center for Civic Leadership and the development of community initiatives including Veterans Bridge Home, Read Charlotte, Carolina Thread Trail, Project LIFT, and Leading on Opportunity, a nationally recognized, multi-year initiative to identify and implement community strategies addressing upward mobility and economic opportunity. During the height of the COVID-19 crisis, Brian worked in partnership with organizations like United Way of Central Carolinas to raise and award over $25 million in private & public funds to help individuals and families affected by the COVID-19 crisis. Besides his work at FFTC, Brian served on the executive leadership team at KABOOM! in Washington, D.C. and as the Founding President and Executive Director of Victory Junction, a state-of-the-art medical camp in Randleman, North Carolina for children suffering from chronic and/or life-threatening illnesses. The camp resulted from a unique partnership between the NASCAR motorsports industry, NASCAR drivers Richard and Kyle Petty, and actor Paul Newman. Brian began his career as a trial attorney with Rumberger Kirk—one of the country’s premier commercial litigation firms--in Orlando, Florida. He is a graduate of the University of Florida's Levin College of Law and the University of Central Florida. He resides in Charlotte with his wife and daughter.
EPISODE TOPICS & RESOURCES
212: Are You Ready to Lead a Capital Campaign? (Whitney Anderson)
SUMMARY
Is your nonprofit organization really ready to launch a capital campaign? What is a realistic and attainable goal? How do you know when you’re prepared for success? Inepisode #212 of Your Path to Nonprofit Leadership, Whitney Anderson shares her expertise in conducting campaign visioning and feasibility studies, developing donor strategies and managing the entire capital campaign process. Learn how to build a strong case for support and have the alignment between staff, board and key stakeholders. Whitneyoffers advice to avoid fatigue during the high demands of a large capital campaign. And, she ensures how nonprofit leaders can best prepare their staff and board for a successful campaign that is properly resourced.
ABOUT WHITNEY
Whitney Anderson is the Principal for Campaign Services at Fox Advancement, a leading fundraising firm that provides capital campaign consulting, grant research and writing, and fractional development officer support. She is passionate about helping nonprofits clarify their vision, tell their story, and link their mission with generous donors. She is a skilled strategist and project manager who helps nonprofits manage major fundraising campaigns from conception to completion. Her areas of expertise include working with volunteers on peer-to-peer fundraising strategies, interviewing philanthropists, and facilitating major gifts solicitation training. Whitney holds a Ph.D. in Interpersonal Communication from North Dakota State University.
EPISODE TOPICS & RESOURCES
211: Is Philanthropy in a State of Crisis? (Nathan Chappell & Brain Crimmins)
SUMMARY
Is philanthropy in a state of crisis? Inepisode #211 of Your Path to Nonprofit Leadership,Nathan ChappellandBrian Crimmins, co-authors of the book,The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges, offer a wake-up call to nonprofit leaders everywhere, but also suggest solutions to the downturn they see, and will help you re-establish the interconnection that drives generosity. Learn from the fascinating research they did, and implement their recommendations to spark the generosity of your organization’s donors.
ABOUT BRIAN
Brian Crimmins is a global leader in social impact, a popular public speaker with the world’s foremost speaking agency, the Washington Speakers Bureau, and Chief Executive Officer of Changing Our World. He is a frequent contributor to publications covering the sector and has been invited to speak around the world on topics touching corporate social responsibility, purpose, and social impact, emphasizing not just what mission-driven organizations can and should do in the nonprofit and CSR spaces, but how leaders might organize their inner and personal lives to expand the edges of their own potential. His expertise is tapped in service to some of the world’s largest and most influential corporations as they define their core reason for being and translate theory into action. Brian holds a Bachelor of Science from St. John’s University and an MBA in Marketing Management from St. John’s Tobin School of Business.
ABOUT NATHAN
Nathan Chappell, MBA, MNA, CFRE is an entrepreneur, inventor, thought leader, author, and considered one of the world's foremost experts on the intersection between Artificial Intelligence and philanthropy. As a pioneer in the philanthropy sector, he has launched multiple start-ups that have revolutionized fundraising practices. Nathan’s subject expertise has been nationally recognized by organizations including Fast Company, Forbes, Citi Bank Global Insights, AWS, Microsoft, SalesForce, The Chronicle of Philanthropy and the Association of Healthcare Philanthropy. Nathan is a member of the Forbes Technology Council and holds a Masters in Nonprofit Administration from the University of Notre Dame, an MBA from the University of Redlands, a certificate in International Economics from the University of Cambridge and a certificate in Artificial Intelligence from MIT.
EPISODE TOPICS & RESOURCES
210: Leading Through Failure as a Nonprofit Leader (Amy Burkett)
SUMMARY
Do failures knock you back more than they should? Failure shouldn’t be debilitating andAmy Burkettsays it’s actually the secret to your success! Inepisode #210 of Your Path to Nonprofit Leadership, two-time author, executive, and leadership expert Amy Burkett shares why you shouldn’t fear failure, and instead make it your friend. She shares how you can weave the lessons from failures into success and not become paralyzed with the fear of failure. Nowhere else can that fear be more prevalent than in the mission driven nonprofit sector. Learn skills that equip you with strategies enabling you to change our world for the better. She advocates that the way you react to failure can set you up for success. Do you know your ROF? Amy knows that failure’s enemy is tenacity.
ABOUT AMY
After 30 years in broadcasting, Amy still loves the business of connecting through media. She’s thrilled to lead the renaissance of WTVI PBS Charlotte as general manager since June of 2013. Before that she spent 14 years at WLVT PBS39 in Bethlehem, PA as executive vice president. She began her career in commercial television working at network affiliates as a reporter/anchor for nine years. Over the last two decades Amy’s studied the art of leadership and received her John Maxwell certification as a trainer, speaker and coach in 2012. Amy is the founder/CEO of Amy Burkett Consulting (ABC) her executive coaching, leadership training and professional speaking company. She published her first book The 7D’s to your Destiny in 2020 and her second book The Dirty F-Word: Lessons from our Failures in 2023. She’s led teams to five national PBS awards and 10 regional Emmys. Amy is originally from Ohio and holds a bachelor’s of science degree in broadcast journalism from Bowling Green State University.
EPISODE TOPICS & RESOURCES
209: Looking for Leadership as a Nonprofit Funder (Robb Webb)
SUMMARY
Does your nonprofit embody the leadership qualities for which major funders are looking? Nonprofit leaders who are best prepared when applying for grant funding can save themselves precious time and set their organization up for success if they seek to understand what philanthropic leaders are evaluating. But how do you know what funders are actually looking for? Inepisode #209 of Your Path to Nonprofit Leadership, Robb Webb, Director of Rural Church at The Duke Endowment, shares how they address community needs and what they’re looking for when considering funding. We examine what Robb identifies as three key topics funders look for; budget and financial help, community need, and distributed leadership. As a nonprofit leader himself, Robb shares his 70/20/10 framework for managing teams and setting attainable goals.
ABOUT ROBB
Robb Webbserves as Director of the Rural Church program area ofThe Duke Endowment. Webb joined the Endowment in January 2006 as a program officer after serving as a management consultant for PricewaterhouseCoopers and Healthcare Resource Associates. He is a member of the Board of Visitors for Duke Divinity School and the Parish Ministry Fund. He serves on advisory boards for the National Fund for Sacred Places, the Center for Environmental Farming Systems and the North Carolina Council of Churches. He is also consulting faculty at Duke Divinity School, teaching a class on leadership in the rural church. Webb holds degrees from Davidson College and Duke University and is an ordained deacon in the Western North Carolina Conference of the United Methodist Church. He has served the Western North Carolina Conference on the Board of Ordained Ministry and as vice-chair of the Council on Campus Ministry. Through the Rural Church Division of the Endowment, Webb has engaged in North Carolina food initiatives such as hunger relief through rural United Methodist churches, community partnership development through Come to the Table (with RAFI), and most recently, the development of the World Food Policy Center at Duke University’s Sanford School of Public Policy. He believes churches can serve as catalysts in their communities, contributing to human, community and economic advancement.
EPISODE TOPICS & RESOURCES
208: Managing People Problems as a Nonprofit Leader (Beth Napleton)
SUMMARY
How do you manage your toughest people problems? A good leader solves problems. A great one anticipates them. Inepisode #208 of Your Path to Nonprofit Leadership,Beth Napleton shares why managing and leading people is one of the biggest and most important responsibilities nonprofit leaders have, but it’s also the hardest. She explains why earning trust is an essential component to building an environment where people can feel nurtured, supported, and mentored while working together in a highly productive, collaborative culture. Even though aligning people to work towards a common mission is critically important, it is not something that processes alone can automate. Learn how to conquer uncertainty, improve employee well-being, support diversity and inclusion in your workplace, and use the right strategies and tools to take on challenges with confidence.
ABOUT BETH
Chicago-basedBeth Napletonis an executive leadership coach, consultant and the owner and founder ofBeth Napleton Consulting. She offers senior leaders in education and at mission-driven organizations a clear path to excellence through individual, executive and group coaching experiences. She offers busy leaders a container and her expertise so they can expand their capacity in all areas. Beth leverages her extensive experience in education to work with senior leaders in education and mission-driven organizations to help them clear out the “adult problems” that impede student success. Beth is a national award-winning teacher and has been in the education field for over 20 years, having trained over 1,800 teachers and leaders to succeed. She is an alumnus of Columbia University, Building Excellent Schools, and Teach For America. Most recently, she served as Founder and CEO of a small charter school network on the South Side of Chicago that opened in 2013. All graduates of her schools – most of them first-generation students – were accepted to at least two four-year colleges, changing their paths forever. Beth took her leadership skills a step further and became a certified Clifton Gallup Strengths Coach so she can offer leaders the opportunity to lean into their own strengths and succeed. Beth completed the National Principal Supervisors Academy at Relay, and is a former member of the Far South Side Community Action Council. Beth has been a guest on The EJT Show and the Teacher Renewed: What's Possible in Education podcasts, and hosted her own podcast Live on Leadership with Beth Napleton. She is a solo parent who lives in Chicago with her three amazing kids.
EPISODE TOPICS & RESOURCES
207: Embracing the Art & Science of a Capital Campaign (Bob Pierce)
SUMMARY
Will you be ready when it’s time to conduct a fundraising campaign at your organization? Nearly every nonprofit is in some stage of campaign planning: thinking about one, implementing one or recovering from one! As a leader, you will likely have to manage a campaign at some point in your career. Inepisode #207 of Your Path to Nonprofit Leadership, we turned to the leader of the University of Alabama’s highly successful Rising Tide Capital Campaign,Bob Pierce, for his best advice. Bob shares straightforward strategies that you can implement today in the planning and execution of your next campaign.
ABOUT BOB
Bob Pierceassumed the role of Vice President for Advancement for The University of Alabama in September 2015 and immediately began laying the groundwork for a $1 billion+ capital campaign. In his over seven years at UA, the Advancement Division staff, which now includes 110 members, has grown by 40 percent. In September 2021, UA announced the public phase of The Rising Tide Capital Campaign with the goal of generating $1.5 billion in charitable gift commitments by September 2026. More than $940 million had been secured at the time of the announcement, and by March 2023, The Rising Tide was approaching $1.127 billion (84 percent of the Campaign goal) with over three years remaining. Prior to returning to UA where he earned his master’s degree, Pierce spent 17 years at The University of Southern Mississippi including 12 as Executive Director of the Southern Miss Alumni Association and five as Vice President for Advancement. Pierce is a 2003 graduate of the Capstone with a Master of Arts degree in Advertising and Public Relations. Pierce earned his Bachelor of Science in Business Administration degree with an emphasis in sales management from Southern Miss in 1991. He was inducted into the Southern Miss Alumni Hall of Fame in 2018, and he and Kristi are Life Members of the Southern Miss Alumni Association as well as President’s Circle level donors to the USM Foundation. Pierce has also been inducted into the Order of Constantine recognizing lifetime service to Sigma Chi Fraternity.
EPISODE TOPICS & RESOURCES
206: Staffing Your Grants Program: Employee or Consultant? (Holly Rustick)
SUMMARY
Grant writing is more than just a process, it’s a skill. And like any skill, we must perfect it with time and practice. So how do you evaluate if you should outsource this aspect of your fundraising program or invest internally? Inepisode #206 of Your Path to Nonprofit Leadership, we speak with funding and grant writing expertHolly Rustickto help determine which is worth more to your organization – the time you’ll have to spend working on grant writing, or the money you’ll spend on the expert? Between juggling your regular responsibilities and the work you do for your nonprofit, you might not be able to polish your skill to the level needed to apply for grants, especially the most competitive ones.
ABOUT HOLLY
World-renowned grant writing expert and Amazon bestselling authorHolly Rustickcoaches thousands of people every week through her top-ranking podcast,Grant Writing & Funding, books on grant writing, and via the Hub Haven on taking actionable steps in grant writing. Having secured millions of dollars for nonprofit organizations around the world throughout the past 16+ years, Holly has a mission to train grant writers to simplify the process, grow capacity, and advance mission. Holly has an MA in International Political Economy, is past-president of the Guam Women’s Chamber of Commerce, and is an unapologetic feminist. Holly lives on the island of Guam with her beautiful daughter, Isabella. If you are interested in advancing your grant writing skills or transitioning into freelance grant writing, be sure to check out Holly’s articles, books, and podcasts atwww.grantwritingandfunding.com.
EPISODE TOPICS & RESOURCES
205: What Issues Will You Face as a New Nonprofit Leader? (Tom O’Toole)
SUMMARY
Are you on the path to nonprofit leadership? How prepared are you for the challenges you’ll face? Inepisode #205 of Your Path to Nonprofit Leadership, we speak with Tom O’Toole, Executive Director of Public Affairs Programming at Cornell University’s Brooks School of Public Policy about what skills aspiring leaders need to efficiently and effectively run a nonprofit organization. Tom shares serious concerns of burnout - not just work/life balance - but losing the sense of intrinsic motivation that drives many to nonprofit leaders face given the fact that the challenges they’re trying to confront may never be solved in their lifetimes. In today’s world, it’s more important than ever to be adaptable. Tom discusses how adaptability gives you the ability to face challenges and obstacles effectively, but it also makes you a better leader and team player.
ABOUT TOM
Thomas O’Toole is the Executive Director of Public Affairs Programming at Cornell’s MPA Program. He teaches the MPA Program’s core course on “Issues in Public Administration,” a seminar on “Comparative Public Administration: The Case of Seoul, Korea,” and has collaborated on projects and educational programming with the White House, the United Nations Division of Public Administration and Development Management, the UN World Food Programme, and the International Food Policy Research Institute. He is also responsible for monitoring the strategic direction of the MPA Program, as well as providing ongoing oversight to ensure the achievement of the program’s educational and professional missions. As part of his responsibilities, Professor O’Toole oversees all student professional development activities related to the graduate field of public affairs at Cornell, including maintaining institutional relationships with organizations in the public, private, and nonprofit sectors and facilitating job and internship placements for Brooks MPA students. He received his undergraduate degree at Bucknell University and master’s and Ph.D. from Cornell.
EPISODE TOPICS & RESOURCES
204: How Can Nonprofit Leaders Bring Innovation to Their Organization? (Leah Kral)
SUMMARY
How can you foster sustainable innovation within your nonprofit? Between the pandemic and workforce shortages, many nonprofit leaders today are likely exhausted and running out of actionable ideas. It’s said that adversity drives innovation, but for many, that well is drying up too soon. So where are all the good ideas? Inepisode #204 of Your Path to Nonprofit Leadership, nonprofit strategist and author,Leah Kral, explains that as leaders of nonprofits, we have the power to create the perfect formula for innovation within our organizations. While there are no quick fixes, the effort and energy you put into these solutions now will be the garden for future innovative abundance. Innovation and impact are not a gamble that might someday payoff, but with intentional mission drive, culture building and strategic planning, innovation and impact are within reach of any nonprofit organization.
ABOUT LEAH
Leah Kralis an expert facilitator and author who helps nonprofits innovate and further social change. She is a sought-after speaker at nonprofit industry events and writes frequently about her research. Her new book is Innovation for Social Change: How Wildly Successful Nonprofits Inspire and Deliver Results (Wiley, 2022). Leah is the senior director of strategy and innovation at the Mercatus Center at George Mason University, in Virginia. The Mercatus Center is the home of heterodox thinkers and economists who work to discover what aspects of institutions and culture help societies prosper. Leah has been with Mercatus since 2006, where she has been providing tailored workshops and consulting to internal teams and to a network of university research centers across the country. For decades, she has been helping teams to break out of the busy daily routine and draw out their best creative thinking. She helps teams to design pilots, program strategies and meaningful evaluation approaches, leading to better outcomes and more compelling stories for supporters. She has a passion for helping altruistic organizations achieve their missions and is an active volunteer in her community. She holds a Master of Arts in public policy from Duquesne University and is a Returned Peace Corps Volunteer (Jamaica 2002-2004).
EPISODE TOPICS & RESOURCES
203: Finding Success as a New Nonprofit Leader (Aaron Randolph)
SUMMARY
How do you find success as a new nonprofit leader? Starting any new business is difficult, and while similar, starting a nonprofit has a whole host of unique complexities. In Episode #203 of Your Path to Nonprofit Leadership, Aaron Randolphshares his best advice for others looking to start, fund and run a successful nonprofit organization. Aaron navigated the “big three” - new leader, new organization, new community – and thoughtfully recounts the lessons learned that can help you as well. Specifically, we explore four key functions of successful senior leadership and the value of conducting a thorough community assessment.
ABOUT AARON
Aaron Randolphis the Executive Director and Co-Founder of Carolina Youth Coalition (CYC), a nonprofit organization that nurtures and propels high-achieving, under-resourced students to and through college. Aaron earned his Master’s in Education from the Harvard Graduate School of Education in 2013 and a B.A. from Cornell University in 2011. A native of Lake City, FL, he relocated to Charlotte, NC in 2017 with his wife, Lizzy, from Baton Rouge, LA. Driven by a fervent belief in the power of education to create lasting generational change, Aaron began his career in education as a City Year AmeriCorps member and social studies teacher before finding a passion for college access work through joining the Baton Rouge Youth Coalition staff in 2015. Since moving to Charlotte, Aaron has led Carolina Youth Coalition’s launch and growth from serving 40 students in 2018 to over 300 high school and college students this school year. Through CYC, students in the program have earned over $45 million in scholarships and grants and two-thirds are attending four-year universities across the state and across the country completely debt-free.
EPISODE TOPICS & RESOURCES
202: Turning Your Financials into a Nonprofit Leadership Tool (Melisa Galasso)
SUMMARY
Are you and your board members confident when it comes to the financials? Many nonprofit leaders - staff and board - are not. Inepisode #202 of Your Path to Nonprofit Leadership, Melisa Galassobrings two decades of experience making complex accounting topics easy to understand, and will empower you with the financial acumen to better lead your nonprofit. She breaks down the sometimes complex world of accounting so that you and your board of directors will be better equipped to harness the power of your financial statements.
ABOUT MELISA
Melisa Galassois the founder and CEO of Galasso Learning Solutions LLC. A CPA with nearly 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. She also supports essential professional development, audit level training, and train the trainer efforts. Melisa is a Certified Speaking Professional, a Certified Professional in Talent Development (CPTD), and has earned the Association for Talent Development Master Trainer™ designation. Her passion for instructional design and adult learning techniques is one differentiator that set her apart from other CPE providers. Within the industry, Melisa serves on the FASB’s Not-for-Profit Advisory Committee (NAC), AICPA Council and serves as a Subject Matter Expert for the Center for Plain English Accounting. She previously served on the AICPA’s Technical Issues Committee (TIC), the VSCPA’s Board of Directors, and is a past-Chair of the NCACPA’s A&A committee. Melisa is the author ofMoney Matters for Nonprofits: How Board Members Can Harness the Power of Financial Statements by Understanding Basic Accounting
EPISODE TOPICS & RESOURCES
201: Key Fundraising Trends Nonprofit Leaders Need to Know (Matt Nash)
SUMMARY
As a nonprofit leader, are you aware of the unique motivations many Donor Advise Fund (DAF) givers share? Do you target stewardship efforts to this group of individuals specifically? Inepisode #201 of Your Path to Nonprofit Leadership, Matt Nash, who has been on the cutting edge of recent key fundraising trends in the philanthropic sector shares his extensive knowledge about the rise of this donor group. Learn more about the psychology and intent behind these donors and how best to steward them. Matt discusses top trends such as strategy, digital platforms, relationships, and the rise of crypto that are affecting fundraising in 2023 and how nonprofit leaders should address each.
ABOUT MATT
Matthew Nashis the Executive Director of the Blackbaud Giving Fund, leading the organization’s mission to unleash generosity by connecting people to causes they care about around the world. An experienced executive with a focus on customer relationships, he previously served as the Executive Director of the Generosity Commission Working Group, where he continues to volunteer, focusing on implementing a research agenda aimed at more deeply understanding generosity in America. Previously, he was Senior Vice President of Marketing and Donor Experience at Fidelity Charitable, one of the largest grant-makers in the United States, where he studied donor behavior and worked to make giving accessible, simple, and effective. An expert in donor-advised funds and philanthropy, Matt is an advocate for local public education, having served as a foundation president funding innovative educational programs and on the board of advisors for District C, a nonprofit that brings students together across schools to solve real problems of local businesses. He received a Bachelor of Mechanical Engineering and an MBA from the University of Minnesota.
EPISODE TOPICS & RESOURCES
200: Nonprofit Leaders: Which Trends Should You Follow? (Becky Endicott & Jon McCoy)
SUMMARY
What key trends are you following as a leader in 2023? For the enterprising nonprofit executive, one of the best sources of cutting-edge information on hot topics in the sector isWe Are For Good, and that’s why we waited until the #200th episode of Your Path to Nonprofit Leadershipto speak withBecky EndicottandJon McCoy, two thought leaders in our sector who will zero in on some of the key trends that will help you steer your nonprofit in the right direction this year.
ABOUT JONAfter a career of 15 years serving within the nonprofit sector - leading teams in marketing, design and annual giving - I left my job to create what I wanted to see in the world. An open table and place to connect this generation of nonprofit leaders with the best tools, guides and inspiration to take their impact further. We Are For Goodwas taken full time in 2020 - co-founded alongside my career-long dear friend Becky Endicott. The first phase of bringing our vision to life is the We Are For Good Podcast - which debuted in August 2020 as the #1 nonprofit podcast on Apple iTunes. Now counting more than 250 episodes, we regularly welcome some of the industry’s most respected thought leaders as guests, and We Are For Good consistently ranks among the top downloaded nonprofit podcasts in the US and charts in more than a dozen countries worldwide.
ABOUT BECKY
We Are For Good,a digital kindness and social impact community, is revolutionizing the nonprofit industry through profound compassion, best-in-class education/training, authentic storytelling and crazy good marketing all leading to an #ImpactUprising. Its podcast of the same name debuted at #1 in the nonprofit category and is frequented by nonprofit colleagues around the world as well as Do Gooders who are simply looking for a reason to smile or celebrate humanity. The company’s ethos stems from the core belief that everyone matters, and our passion is to bring innovation, social impact, and, well - a little bit of good - into the world. You matter here. Come join our community or learn more at weareforgood.com or @weareforgood on most social platforms.
EPISODE TOPICS & RESOURCES
199: Finding Your Passion as a Nonprofit Leader (Helena Scott)
SUMMARY
How do you find – and keep - your passion as a nonprofit leader? Inepisode #199 of Your Path to Nonprofit Leadership, Helena Scottshares her remarkable two-decade journey with the Leukemia & Lymphoma Society, and what sustains her energy and motivation. She discusses challenges, benefits and unique opportunities inherent to being a part of a national chapter organization and her leadership approach to such things as fundraising, board engagement, and talent acquisition and retention. Helena also shares her best advice for finding that proverbial work-life balance.
ABOUT HELENA
Helena Scottis a Regional Advancement Director of the Leukemia & Lymphoma Society (LLS), covering North Carolina and Virginia. She has been with LLS in a variety of roles over the past 22 years and has worked in the oncology field since graduating from Washington University in St. Louis in 1999. Helena began her career at Memorial Sloan Kettering working in business management before accepting her first position at LLS in its New York office in 2001. During her tenure in NY, Helena oversaw the largest fundraising campaign and market in the country, generating over $8MM in a single year through LLS's flagship sports endurance program Team in Training. In 2011, shortly after the birth of her first son, Helena co-founded LLS’s Moms In Training program, a unique initiative bringing like-minded moms together to achieve their fitness and philanthropic goals. In 2015, Helena accepted a position as the Director of the Charlotte office where she quickly transformed the languishing market. Under her leadership, the Charlotte team increased its flagship campaigns from $900,000 to $5,500,000 in just 4 years, breaking LLS fundraising records, and elevating Charlotte to one of the fastest markets nationally. During her time running the Charlotte office, Helena oversaw the first Man & Woman of the Year campaign to ever break $3 million nationally, and also initiated a multi-million-dollar Students of the Year campaign in Charlotte. She has been a top national fundraiser for the past decade, raising just shy of $1,000,000, a milestone she hopes to break this year.
EPISODE TOPICS & RESOURCES
198: Dirty Little Secrets of Direct Response Fundraising (Andrew Olsen)
SUMMARY
What is direct response fundraising? Is it part of your overall fundraising plan and are you getting the returns you expect? Inepisode #198 of Your Path to Nonprofit Leadership,Andrew Olsenreturns to the podcast and explains why you need a better way to fundraise. Many nonprofits coming out of Covid are achieving their highest levels in giving. However, Andrew explains why giving patterns over the last decades don’t match the trends of giving today. Learn the dangers of approaching fundraising with a mass volume strategy. Andrew shows why relationships are the key to long-term giving that will sustain your organization throughout the years. Would your organization benefit from outsourcing their direct response fundraising? Do you truly understand what it means to be a good steward to your donors? Andrew has the answers.
ABOUT ANDREW
Andrew Olsenis on a mission to help leaders increase mission impact by developing healthy cultures that accelerate revenue growth. Throughout his career, he’s helped over 500 ministries and other nonprofits raise more than half a billion dollars. Andrew has built and led fundraising programs on behalf of organizations like Covenant House International, Museum of the Bible, The Salvation Army Eastern Territory, The Salvation Army California South Division, Jews for Jesus, CARE USA, Save the Children, Best Friends Animal Society, and dozens of Rescue Missions and Food Banks across the U.S. and Canada. Andrew is a two-time best-selling author and host of the top-ranked show,The Rainmaker Fundraising Podcast. Andrew recently joinedDickersonBakker & Associatesas Senior Vice President of Fundraising Solutions, where he’ll lead the firm’s major gift consulting practice as well as oversee the Impact Messaging division that provides communication vehicles to support our clients’ major gift and capital campaign efforts. Andrew will also be responsible for developing and launching new products and services for the firm.
EPISODE TOPICS & RESOURCES
197: Building a New Community as a Nonprofit Leader (Sherri Chisholm)
SUMMARY
Stepping into a new leadership role is an exciting challenge, but doing it in a new community can create new complexities. In episode #197 of Your Path to Nonprofit Leadership, seasoned nonprofit leaderSherri Chisholmshares how she navigated a new community while maintaining her personal and professional connection to the cause. She shares the steps she took to hone the organization's vision and message, and how each of her colleagues plays a role in advancing it. Traversing the nuances and politics of any community presents its own set of opportunities, andSherrigives practical examples about how she established and developed these relationships. We also take a deep dive into economic mobility and the methods and resources available to individuals and organizations to increase the outcomes for all children.
ABOUT SHERRI
Sherri ChisholmjoinedLeading on Opportunity as its new director in September of 2020, bringing nearly a decade of experience as an educational and nonprofit strategist to the role. She has worked in senior leadership at national nonprofits and major school districts across the country, where she drove transformation through strategic planning, organizational effectiveness, and leadership development. Prior to joining Leading on Opportunity, Sherri served as the founding Executive Director of Urban Alliance Detroit, a national youth workforce development nonprofit that aims to expand access to economic opportunity for youth from under-resourced neighborhoods through paid internships, job skills training, and mentoring. She is also the founder and CEO of FreeSpace Consulting Group where she has worked to guide and support districts and nonprofit organizations across the country seeking to effect positive change in public education. Sherri holds a Bachelor of Arts degree in Organizational Studies and Spanish from the University of Michigan; a Master of Arts degree in Education from the Harvard University Graduate School of Education; and a Master of Arts degree in Education Leadership from the Los Angeles-based Broad Center for the Management of School Systems.
EPISODE TOPICS & RESOURCES
196: Key Strategies for Becoming an Exceptional Nonprofit Leader (Denver Frederick)
SUMMARY
As a nonprofit leader, you’re committed to achieving greater impact, yet recent challenges could hinder the effective implementation of your mission. Inepisode #196 of Your Path to Nonprofit Leadership, we’re joined byDenver Frederick, a pioneer in the philanthropic sector who has been on the cutting edge of many fundraising principles used today. As someone who created the model for corporate sponsorships, he shares his opinions on the state of corporate giving today. Denver also addresses scaling for impact and how organizations can grow and replicate ideas to increase impact. He defines systems change and breaks down how nonprofit leaders can live up to their potential to advance true systemic change. He advocates for decision-making velocity and the benefits nonprofit organizations experience when they embrace the urgency. Denver discusses the shift in unrestricted giving and the balance of power in our sector.
ABOUT DENVER
Denver Frederickis a trusted advisor and executive coach to nonprofit CEOs, acting as a comprehensive resource, confidante, and consultant. In his 40-plus years in the nonprofit sector, he has served as a CEO, led the fundraising campaign to restore the Statue of Liberty and Ellis Island, and assisted renowned actor Michael J. Fox in launching his Parkinson’s Foundation, and pioneered the movement of peer-to-peer fundraising. For the past ten years, Denver has hosted The Business of Giving, a nationally syndicated radio show-turned-podcast. In nearly 1,000 interviews with nonprofit CEOs and subject experts, he’s revealed their challenges and the innovative solutions comprising “new best practices” for charitable organizations. He’s also conducted over 150 team focus groups to surface the “secret sauce” of organizational cultures that makes them irresistible places to work. Denver has taught at the NYU School of Fundraising Management and is a Certified Professional Executive Coach. He is a sought-after speaker who has appeared at forums such as the Harvard Social Enterprise Conference and the Citi Foundation Annual Convening of Grantees and Partners.
EPISODE TOPICS & RESOURCES
195: Leading a Nonprofit in a Post Pandemic Working Environment (Katherine Lambert)
SUMMARY
The pandemic put a unique pressure on nonprofit organizations and its leaders to do more with less, and adapt to new technologies and structures. As we usher in a post Covid-19 future, what will the new normal in the nonprofit sector look like? Inepisode #195 of Your Path to Nonprofit Leadership, we speak with veteran philanthropic leader, Katherine Lambert, about finding balance post-pandemic and moving from surviving to thriving. While the sector sometimes lags in innovation, the pandemic has forced organizations to adapt which has brought positive transformation to how they communicate, engage donors and volunteers, and raise funds. A philanthropic organization’s work is as effective as the people who perform it, and Katherine shares how they have revamped work culture, hours and practices to find and retain quality talent.
ABOUT KATHERINE
Katherine Lambert joined the Alzheimer’s Association, Western Carolina Chapter in April, 2014 as its Chief Executive Officer. She works with a volunteer and staff team across the 49 counties in Central and Western North Carolina to achieve the Association’s mission to eliminate Alzheimer’s disease through advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. In January, 2017 Katherine’s role with the Association expanded to serving as the Regional Leader for all chapters in North Carolina, South Carolina and Georgia. Prior to leading the Alzheimer’s Association, Western Carolina Chapter, Katherine served as Executive Vice President for Girl Scouts, Hornets’ Nest Council for five years and as Chief Development Officer for an additional three years. She also founded and led The Lambert Group for four years providing strategic planning, fund development and training resources for non-profit organizations. Preceding her non-profit career, Katherine spent six years in the financial services and headhunting industries. A native of Charlotte, Katherine earned her Bachelor’s Degree in Political Science with a Certificate in Marketing and Management from Duke University and has achieved her CFRE (Certified Fundraising Executive) designation. Currently, she is an active member of Trinity Presbyterian Church and Women Executives. She has served on the Board of Directors and as chair for two non-profit organizations, Sharon Towers and the Association of Fundraising Professionals.
EPISODE TOPICS & RESOURCES
194: 3 Essential Characteristics for Nonprofit Leaders (Jama Campbell)
SUMMARY
As a nonprofit leader looking for specific program funding, are you aware of all your opportunities and what those potential funders are specifically looking for when considering where to invest? Inepisode #194 of Your Path to Nonprofit Leadership, we talk withSECU FoundationExecutive DirectorJama Campbellabout key leadership attributes they look for when choosing projects and programs to fund. She shares the projects which can be replicated and the impact they have on both in their community and extended region they look for. Jama discusses their Mission Development Conference, which brings nonprofit leaders together, creating opportunities for collaboration and the four key areas of need they look to fund. Jama shares their key leadership components she looks for in each organization they consider. Learn how to build a better request from one expert.
ABOUT JAMA
Jama Campbellis a native of North Carolina and a graduate of the University of North Carolina at Chapel Hill. For over twenty-five years, Jama has worked for SECU in various positions throughout the state. Jama served as loan officer, operations auditor, Branch Vice President and later Senior Vice President in the branch network before taking on the role of Executive Director of SECU Foundation in 2015. She brings her experience in serving members to her role as Executive Director of the SECU Foundation and helps guide the Foundation in furthering its commitment to the citizens of North Carolina. Jama states “The member funded SECU Foundation serves as an incredible resource to North Carolina by supporting high impact projects in the areas of education, healthcare, housing and human services. We strive to represent the credit union philosophy of 'People Helping People' and embrace the opportunity to serve the citizenry of our state by ensuring our footprint is felt in all 100 North Carolina counties.”
EPISODE TOPICS & RESOURCES
193: Social Impact Strategies for Nonprofit Leaders (Jacob Harold)
SUMMARY
Many nonprofit leaders have social impact amongst their chief objectives, but do you know what social impact truly means and how to measure the impact you’re having? Inepisode #193 of Your Path to Nonprofit Leadership, social change strategistJacob Haroldshares his tools to help you transform your corner of the world. A former GuideStar and Candid executive, Jacob talks about the importance of collaboration, transparency, communication and comprehensive storytelling to assure a nonprofit’s success. He discusses his two laws of nonprofit communication: no story without numbers and no numbers without stories. Jacob shares his book, The Toolbox: Strategies for Crafting Social Impactwhere he identifies 9 different ways of thinking about social change and the essential lessons of each.
ABOUT JACOB
Jacob Haroldis a social change strategist, author, and executive. His story parallels the intellectual arc of The Toolbox: he’s traveled from farm to monastery to jail to laboratory to boardroom, all in search of the best ways to do good. From 2012 to 2021, Harold served as President & CEO of GuideStar and co-founder of Candid. Fast Company called Candid “the definitive nonprofit transparency organization.” Each year, over 20 million people use its data on nonprofits, grants, and social sector practice. The merger of GuideStar and Foundation Center formed candid in 2019. Harold co-led the $45 million capital campaign to launch Candid, wrote Candid’s guiding strategy document, Candid 2030, and served as EVP during post-merger integration. During his tenure leading GuideStar, Harold oversaw a financial turnaround, a tripling of GuideStar’s reach, and major partnerships with organizations ranging from Google to the Gates Foundation. In 2013, Harold launched the Overhead Myth campaign to shift attention from nonprofits’ financial ratios to their programmatic results. Since then, over 200,000 nonprofits have used GuideStar’s Profile Program to tell their full story to the world.
EPISODE TOPICS & RESOURCES
192: Everything You Think About Board Development Is Wrong (Sabrina Walker Hernandez)
SUMMARY
What is the biggest misconception about board development that many nonprofit leaders face? Do you have the right members on your board and do they know exactly why they've been invited to join?Sabrina Walker Hernandez, who has over 25 years’ experience in nonprofit management, answers these questions and more inepisode #192 of Your Path to Nonprofit Leadership. She shares key advice for effective board engagement from recruitment and orientation through development and successful management. Sabrina discusses the board and staff partnership and how to motivate your board members to fundraise. Do you have board champions? Learn what they are and why they’re a vital complement to your leadership.
ABOUT SABRINA
With over 25 years of experience in nonprofit management, fundraising and leadership,Sabrina Walker Hernandez, President/CEO of Supporting World Hope (SWH), provides consulting services and project-based leadership in helping organizations in the areas of building and managing development programs, capital campaigns, major gift fundraising, board development, marketing, annual fundraising efforts and public relations. Sabrina has a reputation for transformational leadership through staffing and mission alignment, fundraising, expanding programming and community partnerships. Prior to starting Supporting World Hope (SWH), Sabrina served as the Chief Executive Officer for Boys & Girls Clubs of Edinburg RGV. One of Sabrina’s greatest successes is that she increased operating revenue from $750,000 to 2.5 million over an 8-year period as well, being responsible for the planning and operations of the largest campaign in organization’s history, a $12 million comprehensive capital campaign. In addition to her CEO experience, Sabrina also held the position of Vice President of Operations. She also serves as a master national trainer for Boys & Girls Clubs of America, which allows her to facilitate workshops and training at clubs across the country. She has served on the Board of Directors for Edinburg Rotary and the Texas Partnership for Out of School Time. She recently earned her Certification of Nonprofit Management from Harvard Business School. Sabrina earned her bachelor’s degree from the University of Texas-Pan American and holds a master’s degree in Public Administration.
EPISODE TOPICS & RESOURCES
119: Managing Turnover as a Nonprofit Leader (Bert Armstrong)
SUMMARY
As turnover affects every level of our nonprofit organizations, leaders are asking themselves “how do I attract and retain the talented people we need?” Inepisode #191 of Your Path to Nonprofit Leadership, we speak withBert Armstrong, who has served more than three decades in the philanthropic sector, about navigating turnover. He discusses how to avoid turnover in the first place, the best approach to a search process when it’s necessary, and how to better develop emerging leaders when change occurs. It’s clear that nonprofit leaders can’t afford to take a “wait and see” attitude toward turnover in the sector, but by being proactive in ways that address compensation, wellness, culture and advancement opportunities will help attract and retain the talent you need.
ABOUT BERT
Bert Armstrongfound his career mojo as a nonprofit leader and fundraiser. The teachings of his faith shaped his passion for the work and by the examples of servant leadership and generosity by people across all stations in life. His joy is reinforced daily working among brilliant leaders, talented professionals, passionate philanthropists, and frontline staff and volunteer heroes dedicated to making the lives of others a little better every day. Bert has served the nonprofit and philanthropic community as a fundraising professional, senior administrator, consultant, volunteer, and board member for over three decades. As co-founder and principal of Armstrong McGuire, he has spent the past 18 years leading searches for nonprofit and philanthropic executives and professionals, facilitating dynamic planning efforts, and helping Armstrong McGuire clients raise tens of millions of dollars. Today, Bert leads a talented team that is dedicated to helping Armstrong McGuire’s clients reach their potential for doing great things in their communities. Prior to co-founding Armstrong McGuire, Bert served as the Vice President for Advancement for the Methodist Home for Children in Raleigh, NC. Earlier in his career he held individual and corporate fundraising roles in the faith community, the arts, and in higher education, as well as working for a statewide gubernatorial campaign.
EPISODE TOPICS & RESOURCES
190: 22 Resources from 2022: Fundraising, Finance & Future Focus
Fundraising
Finance & Technology
Future Focus
189: Maximizing Community Relationships as a Nonprofit Leader (Kathy Rogers)
SUMMARY
Community partnerships can be an effective way to accomplish shared goals. What are the factors that make some partnerships more effective than others? Inepisode #189 of Your Path to Nonprofit Leadership, Mental Health America of Central Carolinas Executive DirectorKathy Rogersoutlines the importance of building intentional and strategic community relationships that maximizes collaboration, funding, and will move your mission forward. She shares key aspects for cultivating stronger relationships with local governments. Community-based nonprofit organizations offer unique and important insights into the challenges and opportunities facing residents in their area and can help local officials improve their ability to communicate and connect with a wide range of community members. This type of collaboration is vital to the organization and the community. Passionate about creating a culture of communication, she describes her recently formed workplace culture committee, its goals and progress, and lessons learned through the pandemic all nonprofit leaders will benefit from hearing.
ABOUT KATHY
Kathy Rogershas been the Executive Director of Mental Health America of Central Carolinas (MHA) since October 2017. She has more than 20 years of executive nonprofit management experience, including 12 years as the Executive Director of United Way of Henry County and Martinsville, VA, where she was instrumental in starting an early childhood initiative, a faith-based crisis network, and a nonprofit capacity building initiative. Prior to joining MHA, Rogers was the Executive Director of Piedmont Arts, a nationally accredited arts organization in Martinsville, VA. Before moving into the nonprofit sector, she was Director of Corporate Communications and Investor Relations for a large textile manufacturer. She is a member of the North Carolina Mental Health Coalition, Mental Health America National’s Affiliate Relations Committee, Mecklenburg County’s Community Wellness Task Force, and the UCity Family Zone Community of Health Committee. She is also a certified QPR (Question, Persuade, Refer) Suicide Prevention Instructor.
EPISODE TOPICS & RESOURCES
Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanityby Kim Scott
* Learn more aboutMHAandKathy Rogers
* Check out Patton’s new bookYour Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector*
188: How Can You Be More Effective as a Nonprofit Leader? (Grace Nicolette)
SUMMARY
Being effective in the philanthropic sector is uniquely challenging. To make every dollar count, you must continually assess performance, learn from data, and adapt in ways that are consistent with effectiveness.Grace Nicolette, co-host of the widely acclaimedGiving Done Right Podcast and Center for Effective Philanthropy (CEP) executive, joins us inepisode #188 of Your Path to Nonprofit Leadershipto share her expertise on how to be more effective as a nonprofit leader. Grace sets realistic expectations for someone considering a move to this sector and shares advice for nonprofit leaders as they move into more senior leadership and how they can better understand important aspects of the donor relationship. Grace discusses the CEP report on the impact of Mackenzie Scott’s giving and the careful strategic planning involved with receiving such unrestricted gifts.
ABOUT GRACE
Grace Chiang Nicolette, Vice President of Programming and External Relations, oversees the organization’s partnerships, outreach efforts, fundraising, communications, and innovative programming. She is a co-host with CEP’s President Phil Buchanan of the widely acclaimedGiving Done Rightpodcast. Grace was formerly a client lead on CEP’s Assessment team, where she led the marketing, creation, and presentation of CEP’s benchmarking assessments for individual foundations. She is a frequent speaker to foundation staff and boards on topics of philanthropic effectiveness and philanthropy in China. Prior to joining CEP, Grace co-founded a philanthropy advisory firm in Shanghai that identifies investments in high potential nonprofits and social enterprises in China. The World Economic Forum named her a Young Global Leader in 2011. Grace has an executive education certificate from Harvard’s Kennedy School in Global Leadership and Public Policy and graduated with honors from the University of Pennsylvania as a Benjamin Franklin Scholar. She resides with her husband and two children in Cambridge, and they are active members of their church.
EPISODE TOPICS & RESOURCES
187: Managing A Nonprofit Merger: Would You Be Ready? (Dr. Monique Perry-Graves)
SUMMARY
As nonprofits consider strategies for the future, its leadership may explore the possibility of re-aligning resources, collaborating to increase efficiencies, or even entering a formal strategic alliance or merger with another nonprofit. Inepisode #187 of Your Path to Nonprofit Leadership, Dr. Monique Perry-Gravesshares key considerations nonprofit leaders can follow to guide their organization through the merger process. She discusses her career journey, valuable lessons learned from transitioning sectors, and the most defining moments that prepared her for senior leadership. Monique breaks down her 70/20/10 concept for individual learning, development and elevation to leadership. You’ll hear some challenges, benefits and unique opportunities inherent to being a chapter of a national organization as Monique talks about her approach to such things as fundraising, board engagement and talent acquisition and retention.
ABOUT MONIQUE
Dr. Monique Perry-Gravesis an award-winning social impact leader with a deep commitment to expanding educational equity and access. For over twenty years, she has aligned her personal and professional life to this commitment,born from her lived experienceand generational family commitment to education. Dr. Perry-Graves serves as Teach for America’s first statewide Executive Director for its North Carolina regions. In this role, she leads multiple teams spanning Charlotte, the Piedmont-Triad, Triangle, and Eastern North Carolina, to support Teach For America’s mission to find, develop, and support a diverse network of leaders working together to end educational inequity. As chief executive for the state, Dr. Perry-Graves’ leadership portfolio includes corps member and alumni programming, communications, public affairs, government relations, operations, fundraising, and two regional advisory boards. In her first year, she successfully led North Carolina's transition from a multi-region portfolio to unified statewide model, forged newstatewideandnationalpartnerships, and amplified the impact of the TFA NC network of educators and alumni amid unprecedented challenges during the secondary stages of COVID-19 as districts returned to in-person learning. She continues to share insights and magnify the voices of others with the broader NC community through monthly columnspublished by EducationNC.
EPISODE TOPICS & RESOURCES
186: Why Don’t Board Members Do What They’re Supposed to Do? (Hardy Smith)
SUMMARY
Are your nonprofit board members as engaged as they should be? Do they micromanage or are they completely disengaged? Inepisode #186 of Your Path to Nonprofit Leadership, author of Stop the Nonprofit Board Blame Game,Hardy Smith, discusses what an effective board really means. He details actions to avoid board member relationship mistakes, keys to recruiting and retaining productive board members, and why board members aren’t passionate about fundraising. You’ll hear some fundamental problems nonprofit staff face when interacting with their boards and what you can do to improve the relationship to achieve more effective results. Hardyalso offers advice to board members so they can be the kind of intentional, effective and productive volunteer your organization needs.
ABOUT
Hardy Smith is author ofStop the Nonprofit Board Blame Game. As a consultant and speaker, he works with organizations who want to benefit from a fully engaged board. Through board retreats, workshops, keynotes, and planning sessions Hardy provides solutions to board engagement challenges.Hardy’s results-oriented approach was developed during a longtime career in the high-performance world of NASCAR racing.He has had wide-ranging personal and professional involvement with nonprofits, associations, chambers of commerce, and community groups nationwide.He is a member of the National Speakers Association, ASAE, Association of Fundraising Professionals, BoardSource, Association of Chamber of Commerce Executives, and Florida Society of Association Executives. He is a faculty member of the U.S. Chamber of Commerce Foundation’s Institute for Organization Management.
EPISODE TOPICS & RESOURCES
What are you doing to actually move closer to your ideal leadership role in the nonprofit sector? In this solo episode #185 of The Path Podcast, I offer seven specific ideas that can help you build your personal strategic plan for the year ahead.
**1. Declutter
2. Calendar Review
3. Aspirational Job Postings
4. Read A Book
5. Create a Guide List
6. Two Topic Curriculum
7. Coach and be Coached
ABOUT PATTON**
Patton McDowellhas enjoyed a successful 30-year career in nonprofit leadership, strategic planning, and organizational development. Prior to founding PMA Nonprofit Leadership in 2009, he served as Vice President for University Advancement at Queens University of Charlotte. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. Patton is a native of Elizabeth City, NC, and received a bachelor's degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Education (Organizational Change and Leadership) from the Rossier School at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board President of AFP Charlotte, served as the Chapter Representative on the AFP International Board, and is the host of the weekly podcast Your Path to Nonprofit Leadershipand author of the best-selling book also titled Your Path to Nonprofit Leadership.
OTHER SOLO EPISODES BY PATTON
184: Excelling at Team Development as a Nonprofit Leader (Liz Brigham)
SUMMARY
Is the synergy of your team firing on all cylinders? Do you make time for an intentional pause, to first look back at what got you to where you are and what it will take to get you to that next level?Liz Brighamof theJay Hurt Hub for Innovation & Entrepreneurship at Davidson Collegeanswers these questions and more in episode #184 of Your Path to Nonprofit Leadership. Liz shares vast experience from her professional journey and work with students and entrepreneurs throughout the region. You’ll learn vital tips for proper self-care, time management, and organization that will keep you and your team at the top of their game. Liz also discusses three pillars for team development and growth: entrepreneurship, innovation and design thinking and how they affect the recruitment and retention of new and existing talent.
ABOUT LIZ
Elizabeth “Liz” Brighamserves as the Director of Innovation & Entrepreneurship at theJay Hurt Hub for Innovation and Entrepreneurshipat Davidson College. Prior to taking this role she was the Head of Product, Morningstar Direct & Reporting Solutions Software, for Morningstar Inc. in Chicago. Before leading these commercial business lines, she scaled and led the Product Marketing organization for Morningstar’s roughly $400M global software portfolio. While in that role, she was recognized as the Product Marketing Leader of the Year in 2019 by the Global Product Marketing Alliance. Before joining Morningstar, Brigham led product management and marketing teams at enterprise technology start-ups in Chicago and at public companies, such as Jive Software and Walt Disney Parks & Resorts. Brigham is a self-proclaimed “Davidson College Groupie” and has served on the Board of Visitors, Alumni Association Board, was recognized with the Davidson Alumni Service award in 2019. She is also a mentor and board member for LaunchCLT, plays the piano and acoustic guitar, and dreams of building a family band with her young sons and husband. Brigham holds a B.A. in English, cum laude, from Davidson College and an MBA, with Distinction, in corporate strategy and marketing from the Ross School of Business at the University of Michigan.
EPISODE TOPICS & RESOURCES
183: National Philanthropy Day: How Will You Celebrate? (Robert Touchstone)
SUMMARY
As a nonprofit leader, how can you leverage National Philanthropy Day throughout the year? Learn why it’s celebrated across the nation and about some of the local winners worthy of recognition as we talk withAFP CharlottePresidentRobert Touchstonein episode #183 of Your Path to Nonprofit Leadership. Robert advocates for the benefits nonprofit leaders realize through an organization like AFP. He also discusses his journey to nonprofit leadership and the lessons he’s learned along the way. You’ll hear about trends and shifts in funding models, especially related to the United Arts funds that operate across the United States.
ABOUT ROBERT
Robert Touchstone, CFRE, is a fundraising professional with over 15 years of experience at Charlotte-area nonprofits. He joined the Arts & Science Council team in November 2018 as Vice President of Philanthropy, where he oversees fundraising operations, major gifts and corporate giving. Prior to ASC, Robert worked at Carolina Raptor Center and Actor’s Theatre of Charlotte. He currently serves as the Board President of the Association of Fundraising Professionals’ Charlotte Chapter, and in his spare time, enjoys being a dog dad to Lily and Tucker, playing tennis, and fixing things around the house. Robert received his BA in Spanish and MBA from Millsaps College in Jackson, MS. He is also a proud member of Lambda Chi Alpha Fraternity.
EPISODE TOPICS & RESOURCES
182: Breaking Down Barriers as a Nonprofit Leader (Nyeisha Dewitt)
SUMMARY
How do you blend your life experiences with a passion for change and actually do something about it?Nyeisha Dewittis eminently qualified to answer this question. Inepisode #182 of Your Path to Nonprofit Leadership, Nyeishashares her journey to nonprofit leadership, the lessons she’s learned, and the challenges she’s faced along the way. As a committed entrepreneur herself, she knows leaders can be mission-driven yet combine that with business acumen informed by experiences. Nyeisha discusses the value of community partnerships with varying missions who work together to break down barriers of those you serve to address their whole need. You’ll also hear her process for self-care, recruiting talent, and building an effective board.
ABOUT NYEISHA
Dr. Nyeisha DeWittis an investor, serial entrepreneur and the CEO of Oakland Natives Give Back Fund, Inc., which she founded in 2008 to epitomize an evolved concept of philanthropy and raise awareness around the importance of daily attendance. Personally familiar with the outcomes associated with chronic absenteeism, Dr. Ny is the example of where you start not necessarily dictating where you finish. She dropped out of high school in the 10th grade, but since taking her GED, she has triumphed from graduation stage to graduation stage. She earned her Bachelor’s Degree in Sociology from the University of California, Berkeley, her Master’s Degree in Teaching and Doctoral Degree in Organization and Leadership in Education, both from the University of San Francisco, and recently, she completed her Master degree in Management with a concentration in Advanced Entrepreneurial Leadership from Babson College in Massachusetts. Her experience as an educator and a mother of three children with unique learning abilities has provided immense value to her role as a funder who supports innovative + solutions to combat this national crisis. Since inception, ONGB has invested nearly $7.2M in resources toward that end.
EPISODE TOPICS & RESOURCES
181: What Are Your Donors Thinking? (Derric Bakker)
SUMMARY
After record-level giving during Covid, what are your donors thinking with uncertain economic conditions ahead? Inepisode #181 of Your Path to Nonprofit Leadership, we talk withDerric Bakker, a 30+ year expert fundraiser and founder of the annual Donor Insight Study, about what donors are likely to do in the year ahead. After multiple years studying the economic indicators that affect philanthropic behavior, Derricshares his insight about what it all means for 2022 year-end giving as well as giving in 2023. Learn what needs are weighing on the minds of donors, how nonprofit leaders can benefit from these insights, and why now more than ever, leaders must clearly communicate the extent of need amongst those they serve.
ABOUT DERRIC
Derric Bakkeris one of those rare individuals who has been in fundraising for almost his entire career. In 1990, just a couple years out of college, Derric was offered his first fundraising position with a small local nonprofit. It soon became apparent that fundraising was a strong fit for his unique set of gifts and what started as a whim grew into a lifelong career. Over the next ten years he would hone his craft working at three different nonprofit organizations. Derric then segued into consulting in 2001. Over most of the next decade he worked as Vice President for two different firms providing capital campaign and major gift consulting services to dozens of different organizations. In 2010 Derric started his own consulting firm, which became DickersonBakker after a merger with Denver-based firm in 2012. Since then, he has served as President of DickersonBakker, which has grown to become a nationally recognized firm comprised of over 30 full-time professionals serving well over a hundred different nonprofit organizations each year.
EPISODE TOPICS & RESOURCES
180: How Can You Use Technology to Amplify Good? (Ray Gary)
SUMMARY
Today’s donors have become empowered consumers conditioned by predictive technology experiences. As a nonprofit leader, do you truly embrace the donor experience? Is your technology more convenient for the organization than it is for your donors? Inepisode #180 of Your Path to Nonprofit Leadershiptechnology expert, Ray Garyexplains how nonprofit leaders who embrace current advances in digital platforms successfully engage, cultivate, and grow donors to become sustainable advocates of your organization's mission. Learn why you should “beware of shiny objects” and not chase the latest tech features and functionalities, but fully maximize the technology you already have cohesively within all your departments. Rayalso explains what he sees as the “mid-level donor dilemma” and how technology can address this growing vital group of donors. Are you ready to test your technology acumen?
ABOUT RAY
Ray Garyhas 30+ years of product development, professional service, domestic and international business development, and early-stage business building. As the CEO of iDonate, he leads a company that provides nonprofits with technology solutions to do more good in the world. His experience in launching, building and helping businesses succeed spans nearly three decades, including various leadership positions in technology companies. Previously, he’s served as President of the Venture Capital group of Koch Industries, one of the nation’s largest private companies, where he oversaw numerous technology investments. Ray currently serves as an Advisory Board member of the Highland Park chapter of KLIFE–a faith-based ministry for students and also sits on the Board of the greater Baton Rouge/LSU area Young Life ministry. Ray and his wife, Gina, live in Park Cities, Texas and have three kids and one grandchild.
EPISODE TOPICS & RESOURCES
179: Transition Across Sectors: Are You Ready to Lead a Nonprofit? (Beth Reaves)
SUMMARY
Are you considering a career move to a mission based nonprofit and wonder how your corporate skills will transfer to the philanthropic sector? Inepisode #179 of Your Path to Nonprofit Leadership, one time fortune 50 company executive, Beth Reavesshares what to expect for a successful transition. Having developed an “Entry Plan” for new nonprofit leaders, she explains why it’s important to have one that outlines the 30/60/90-day goals new nonprofit leaders should look to accomplish. She outlines skills and experiences essential to nonprofit leadership and what she looks for in new talent.Bethdiscusses creating strong bonds with your constituent groups, the value of clear communication, and key elements for a strong and productive relationship with your board of directors.
ABOUT BETH
Dr. Beth Reavesis the President of the Washington School for Girls, a private, Catholic school, which provides 100% scholarship support for girls in grades 3-8. She has served in this role since 2017, having previously worked as a school leader and administrator in the Philadelphia area. Prior to working in education, Beth spent a decade working in Corporate Marketing for a Fortune 50 company. She believes in educational equity for young girls of color and works to provide a school environment where every girl can thrive and flourish. In her role, she focuses on external relations, fundraising and leadership to ensure the school provides a strong academic program for its students and is sustainable into the future. Beth holds a Bachelor’s of Science degree in accounting from Drexel University, an MBA from the Wharton School at the University of Pennsylvania and a Doctorate in Business from the University of Phoenix. She is a Klingenstein Fellow in the Heads of Schools Program at the Teachers’ College, Columbia University, a member of the Board of Trustees of the Association of Independent Schools Greater Washington, the Nativity Miguel Coalition and the DC Public Library Foundation. She is also a member of Delta Sigma Theta Sorority.
EPISODE TOPICS & RESOURCES
178: Building a Diverse and Talented Team at Your Nonprofit (Julie Kratz)
SUMMARY
As a nonprofit leader, are you creating a more inclusive and diverse culture at your organization, especially at the leadership level? In episode #178 of Your Path to Nonprofit Leadership, we talk with an inclusivity expert,Julie Kratz, about developing the framework for building a diverse and talented leadership team. DEI can be a complex topic in the workplace, and Julie introduces the basic terms leaders should know to engage in candid conversations about diversity and inclusion. She also outlines her 3D’s model to hold team members accountable, and how using the model in conversation cultivates greater inclusion. Learn exactly what nonprofit leaders having success with DEI are doing, and how they have built and retained diverse leadership teams.
ABOUT JULIE
Julie Kratzis a highly acclaimed TEDx speaker and inclusive leadership trainer who led teams and produced results in corporate America. After experiencing many career “pivot points” of her own, she started her own speaking business with the goal of helping leaders be more inclusive. Promoting diversity, inclusion, and allyship in the workplace, Julie helps organizations foster more inclusive environments. She is a frequent keynote speaker, podcast host, and executive coach. She holds an MBA from the Kelley School of Business at Indiana University, is a Certified Master Coach, and is a certified unconscious bias trainer. Her books include Pivot Point: How to Build a Winning Career Game Plan, ONE: How Male Allies Support Women for Gender Equality, and Lead Like an Ally: A Journey Through Corporate America with Strategies to Facilitate Inclusion, children’s book Little Allies, and her newest Allyship in Action: 10 Strategies for Living Inclusively.
EPISODE TOPICS & RESOURCES
Kevin Briscoe
177: Mastering Your Financial Acumen as a Nonprofit Leader (Kevin Briscoe)
SUMMARY
Is your organization positioned to navigate the unique strategic and financial challenges inherent in nonprofit settings? As a nonprofit leader, do you need more financial expertise but don’t know if you can afford it? Inepisode #177 of Your Path to Nonprofit Leadership, financial expert Kevin Briscoehelps today’s nonprofit leaders address their overall accounting needs and financial literacy. He defines what a fractional CFO is and how this model can benefit your nonprofit. Kevinbreaks down the various accounting roles, the distinctions between them, and their place in the philanthropic sector. We discuss how to reduce expenses and increase cash flow projections to maximize funding opportunities.
ABOUT KEVIN
Kevin Briscoeis the Managing Partner ofCFO Selections®, and stewards the culture and core values of the organization, including supporting the firm's philanthropic work through the CFOS Foundation. Throughout his career, Kevin has held ownership and management positions, providing effective leadership in increasing profitable growth. His professional career includes nearly 30 years in finance, accounting, and operations from Fortune 100, publicly traded corporations to small, closely held settings. Before joining CFO Selections® in 2007, Kevin was part owner of a successful lighting representative business, helping drive their growth from $30 to $70 million. He has also served as a financial member of South End Equities, where he was responsible for the purchase and management of a commercial real estate portfolio. His extensive experience in business strategy, management, and operations assists him in leading the firm. Kevin earned a Bachelor of Business Administration degree in accounting from Gonzaga University. He currently serves as Board Advisor for The Linehan Institute, and has served as a past Board member of the Electric League of the Pacific Northwest Charitable Foundation, as Co-Chair for the American Cancer Society ‘Race for a Cure’ benefiting Breast Cancer research, and also enjoys playing softball in Kent, where he lives with his wife and enjoys spending time with his four children and many grandchildren.
EPISODE TOPICS & RESOURCES
176: Does Your Nonprofit Board Have the Skills to Thrive? (Lisa Cook)
SUMMARY
If leadership begins at the top, does your board ensure everyone is performing at their best at the work they pledged to do? Inepisode #176 of Your Path to Nonprofit Leadership, board governance expertLisa Cookshares how to identify, cultivate, train and engage your board for long-term success. She discusses why such skills as governance, strategic planning and financial acumen are necessary for success, and things new and aspiring board members must develop. Clear communication of expectations is a vital component at every level of nonprofit leadership, and none more important than between the CEO and Board Chair.Lisashares how to engage in intentional communication of expectations, and how it provides a mutual understanding of needs, support, resources, and goals.
ABOUT
Lisa Cookis the Founder and Managing Director ofGet on Board Australia, supporting aspiring, new and existing board members and boards to thrive. She has thirteen years of experience serving on boards from a range of organizations in the private, public, and not for profit sectors in Adelaide, Sydney, and across Australia, including Shooting Australia, Inclusive Sport SA, West Beach Community Bendigo Bank, and Australian College of Professionals. Along with writing and commenting regularly on governance, board members, and boards, Lisa hosts the Board Shorts Podcast; sharing insights, lessons, and advice from her experience in the boardroom and from subject matter experts across the world. Lisa holds a degree from Charles Sturt University in business management and marketing, has completed the Foundations of Directorship program through AICD, and is currently studying a Master of Business Law at the University of Adelaide.
EPISODE TOPICS & RESOURCES
175: How Can Nonprofit Leaders Succeed in the Attention Economy? (Eric Ressler)
SUMMARY
With the distractions of instant access to information, are you effectively capturing the attention of the right people in a sustained, authentic, and meaningful way to move your mission forward? Eric Resslerexplains what the attention economy means and how it has affected nonprofit organizations inepisode #176 of Your Path to Nonprofit Leadership.Ericshares why organizations struggle to find, grow and maintain funding and you can cut through the noise and better communicate your message. Learn why traditional strategies and approaches are not working in this attention economy and how to leverage the full power of a global digital culture.
ABOUT
Eric Ressler is the Founder and Creative Director at Cosmic, a Social Impact Creative Agency. Cosmic empowers social impact organizations to catalyze real world change by helping them nail their impact story, build brand awareness, and inspire action. Ericgot his start in design from a very young age, and after leaving a design program in San Diego early to pursue freelance work, cut his teeth running a freelance business in the digital design space. After organically building a strong roster of clients, he discovered a passion for the social impact and philanthropic space. Through working with numerous organizations across this sector, he found that often their missions and visions are strong, but their efforts are stymied by ineffective communications philosophies and practices. Now, Eric and Cosmic are on a mission to help social impact organizations across the globe navigate a rapidly changing world.
EPISODE TOPICS & RESOURCES
174: Planting the Seeds of Change with your Nonprofit Board (Christal Cherry & Renee Rubin Ross)
SUMMARY
Does your nonprofit’s leadership truly represent the diverse voice you serve? Why is it more important than ever to have equal representation at the board level? Inepisode # 174 of Your Path to Nonprofit Leadership, two talented nonprofit professionals have come together to collaborate on this important topic.Renee Rubin RossandChristal Cherryshare aspects from their DEIB training program and how nonprofits who commit to the process can strengthen the well-being of the entire organization. Renee and Christal discuss the knowledge gaps that exist between black and indigenous people of color and their white counterparts and what actions your board members can take once they recognize the differences that exist.
ABOUT CHRISTAL
Christal M. Cherry, is a trained fundraiser with more than 22 years of nonprofit experience serving on executive teams, as a liaison with boards, and a confidant to the CEO/Executive Director. Christal has a passion to help transform board members into impactful leaders and touts fundraising as her ministry - the place where she feels she can make the biggest difference. Christal’s mantra: Fundraising is not an F word. Christal founded and leads The Board Pro, a company that equips board members with the tools they need to effectively govern and help nonprofits to fulfill their missions, scale, and become change agents in their communities.
ABOUT RENEE
Dr. Renee Rubin Rossis a recognized leader on board and organizational development and strategy and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, Dr. Ross guides leaders and organizations in strategic plans and governance processes that deepen social change, racial justice and community strength. In addition to her consulting work, Dr. Ross is the Director of the Cal State University East Bay Nonprofit Management Certificateprogram and teaches Strategic Planning and Board Development for the program.
EPISODE TOPICS & RESOURCES
173: Can You Manage the Finances as a Nonprofit Leader? (Alex Romero)
SUMMARY
As a nonprofit leader, are you well versed in the management of budgets and financials for your organization? Can you forecast cash flow and establish internal controls to keep donors and board members happy? Inepisode #173 of Your Path to Nonprofit Leadership, we explore the fundamental financial skills you must master to excel at nonprofit leadership. Virtual CFOAlex Romeroidentifies some of the biggest financial challenges she sees nonprofit leaders facing today and how retaining virtual services might help you make good decisions before you put your organization in a bad spot.Alexshares the three financial management pillars for the overall health and sustainability of your organization and why they matter.
ABOUT ALEX
Alexandria Romerorecently joinedChris Hervochon CPA CVA LLCaccounting firm as a virtual CFO. Romero is a Certified Public Accounting from Colorado with an impressive list of accolades in accounting — a few which include the 2022 AICPA Outstanding Young CPA Award, a 2022 Colorado State University Department of Accounting Hall of Fame inductee, and a 2021 CPA Practice Advisor’s “40 Under 40” Accounting Professionals. In her new role as a virtual CFO for Chris Hervochon CPA CVA LLC, Romero directs financial planning, financial reports and financial strategies for nonprofits and digital marketing agencies around the country. Romero previously served as Chief Financial Officer for Pueblo City-County Library District in Pueblo, CO, overseeing a more than $14 million budget. Her extensive accounting experience also includes positions as Senior Auditor and Tax Accountant for McPherson, Goodrich, Paolucci & Mihelich, PC in Pueblo, CO, as well as Accountant positions for Colorado Springs Housing Authority in Colorado Springs, CO and the Downtown Denver Partnership in Denver, CO. Romero also is an active member of the accounting industry, currently serving on the AICPA’s Young Member Leadership Committee as chair and a board member for the Colorado Society of Certified Public Accountants (COCPA).
EPISODE TOPICS & RESOURCES
172: 3 Ways Your Nonprofit Can Inspire Greater Investment (Deepa Naik)
SUMMARY
How do you make a successful case for funding given the increasing number of urgent needs in your community? Your donors certainly have many great causes to consider. Inepisode #172 of Your Path to Nonprofit Leadership, we talk withDeepa Naik, a former fundraiser and consultant who now works with The Merancas Foundation, about what she sees as she reviews dozens of proposals. Have you ever wished you could ask funders, “How do I best prepare for an initial conversation?” Well,Deepahas some suggestions, and she’ll identify the top three strategies nonprofit leaders can use to inspire greater fund investment.
ABOUT DEEPA
Deepaloves building stakeholder relations, handling complex projects, creative thinking, and facing diverse challenges. Her personal and professional paths have been marked by a commitment to empower individuals and support equitable access. Deepa joinedThe Merancas Foundationas their Director of Philanthropy in May 2021, where she is responsible for distributing grant funds within greater Charlotte, NC, Trenton, NJ, and Atlanta, GA. Formerly, Deepa cultivated external relations for Upstream USA as a Regional Director of Partnerships, expanding contraceptive access across NC. Prior to Upstream, Deepa was a full-time nonprofit consultant, working with organizations of all sizes throughout the Carolinas to achieve strategic and development goals. Early in her career, Deepa gained knowledge and expertise from program and development work in a substance abuse treatment center and domestic violence organizations. Deepa enjoys traveling back to England to see her parents and extended family. She now lives in the suburbs of Charlotte with her husband, Jinesh, and two daughters, Anissa and Evie.
EPISODE TOPICS & RESOURCES
171: How to Build Trust as a Nonprofit Leader (Teresa Mitrovic)
SUMMARY
Are psychological safety and trust key elements of your leadership? How does trust change workplace culture? What is a leader’s role in trust and how do you build psychological safety while maintaining accountability? Inepisode #171 of Your Path to Nonprofit Leadership, author and coach Teresa Mitrovicadvocates for trust as the crucial factor in organizational health. Learn what it means to create and adapt to this type of environment and discover what a high-performing team operating in psychological safety and trust really looks like. She shares how this model better attracts energized and resilient talent while significantly reducing turnover, which is a critical issue for nonprofit leaders around the world.
ABOUT TERESA
Teresa Mitrovicis an author, coach and consultant who teaches leaders how to build performance while enabling psychological safety and trust. She has given keynote speeches at conferences, delivered immersive workshops for corporate audiences of up to 250 and cites delivering a Resilience workshop at Buckingham Palace as a career highlight. Before retraining as an Executive & Corporate Coach, she had a leadership career spanning two decades working for Hasbro, The Walt Disney Company and Universal Pictures amongst others. A high performer, she found the increasing demands of senior leadership and single parenthood increasingly exhausting. Learning how to coach as a leader was the turning point that inspired her career change. In the 9 months following the shift in her leadership style, workloads were reset, work pressure was paced, team cohesion, alignment and performance improved and profit grew three-fold. Since then, Teresahas worked with corporate and civil organizational clients globally. A New Zealander, Teresa has lived in Auckland and London but now lives in Melbourne with her husband and dog.
EPISODE TOPICS & RESOURCES
170: How Can Your Nonprofit Be More Effective Seeking Grants? (Gauri Manglik)
SUMMARY
As a nonprofit leader, are you focused on the most important elements that help you generate more funding? In episode #170 of Your Path to Nonprofit Leadership, learn how to better train your staff, measure the impact of your team, and choose the best tools for your nonprofit fromGauri Manglik, creator of a barrier-breaking grant discovery, research, and tracking tool. Aside from your mission, the talent you attract and retain is crucial to the success of your nonprofit. Having served over 2,000 nonprofit organizations, Gaurishares what she’s observed about successful nonprofits and how they manage their people and technology. In this age of big data, she breaks down unique trends nonprofit leaders should look for and how to leverage quantitative insight when applying for funding.
ABOUT GAURI
Gaurihas dedicated her career to building intuitive and delightful user experiences. Seeing the opportunity to force multiply the nonprofit sector's ability to create impact through software led to her work atInstrumentl. As CEO and a co-founder, she has led Instrumentl to serve over 2,000 nonprofits today, making it a favorite tool among grant seekers for bringing grant prospecting, tracking, and management to one place. Before Instrumentl, Gauri was CEO and co-founder of Fondu, an online community for sharing bite-sized restaurant reviews. After Fondu was acquired by Airbnb, Gauri led their mobile and special projects teams.
EPISODE TOPICS & RESOURCES
169: How to Assess the Philanthropic Culture of a Nonprofit Organization (Armando Chardiet)
SUMMARY
Does your organization have a philanthropic culture? How do you know? Armando Chardietdiscusses exactly that inepisode #169 of Your Path to Nonprofit Leadership, and provides recommendations to best stand out as you seek philanthropic support. He also shares what he looks for in recruiting talent, and why mentorship has been the most significant asset during his nonprofit career.Armandodefines what it means to have a philanthropic culture, then explains how to create and maintain that culture throughout all facets of the organization. He discusses the shift taking place in philanthropy where individual donors and corporate foundations are driven by a more focused market strategy in areas they fund while simultaneously becoming much more critical in evaluating associated outcomes.
ABOUT ARMANDO
Armando L. Chardiet, MSW, is president of theAtrium Health Foundation, supporting one of the most comprehensive and highly integrated not-for-profit healthcare systems in the nation. As a member of the executive leadership team, he is responsible for all philanthropic initiatives and fundraising campaigns that allow the organization to advance its mission to improve health, elevate hope and advance healing – for all. A recognized leader in the world of philanthropy with significant experience in establishing a strong culture of charitable giving, Chardiet joined Atrium Health in May 2017. Previously, Chardiet served in a variety of leadership roles, including chair of the Philanthropy Institute at Cleveland Clinic and chief advancement officer and assistant vice dean at the University of Pennsylvania Health System and the University of Pennsylvania Medical School. Chardiet holds his Bachelor of Arts degree in international relations and Latin American studies from Southern Connecticut University and earned a Master of Science degree in social policy research from the University of Pennsylvania. He also holds an advanced certificate degree from the University of Pennsylvania in research.
EPISODE TOPICS & RESOURCES
168: Will Your Nonprofit Sustain Excellence for the Next Generation? (Regina Moody)
SUMMARY
How prepared is your organization as the philanthropic sector experiences post-pandemic changes? With increased competition for funding, are you communicating your mission and values effectively and managing your digital technology? Inepisode #168 of Your Path to Nonprofit Leadership,Regina Moody, who has had a remarkable 40-year career at a single organization, shares lessons she’s learned on her journey and what she sees for the future of the sector. Reginadiscusses the increasing reliance on technology and experiences she’s had with such things as policy changes, fundraising, and accreditation processes and compliance. You’ll hear vital advice on managing transitions at many levels, recruiting and retaining talented staff, and engaging with your board of directors. Learn what it takes to be an effective, impactful and intentional leader for the ages.
ABOUT REGINA
Regina Moodyhas served as a visionary force, guiding Holy Angels through significant growth and development during her 40-year tenure. Her professional career has been to create a place of “loving, living and learning for the differently able”.Reginahas led Holy Angels through National Accreditation (CARF-Commission on Accreditation of Rehabilitation Facilities) and expansion of programs and services to provide additional opportunities to improve the overall quality of life for the residents. During Regina's tenure, she took Holy Angels from a single building to a nonprofit that encompasses 17 buildings, including four business enterprises. Regina helped to start Cherubs Café, allowing some residents the opportunity to have meaningful employment. Because ofRegina, Holy Angels is internationally recognized for some of its innovative programming and services specializing in comprehensive medical and developmental programs. The list of awards and accomplishments forReginais long. In 2020, she was awarded the North Carolina Order of the Long Leaf Pine award, the highest honor given by the governor to those who have made significant contributions to the state.
EPISODE TOPICS & RESOURCES
167: Horror Stories of Fundraising: What Would You Do? (Jay Frost)
SUMMARY
Think you're the only one to experience a fundraising horror story? Well,Jay Frost is here to assure you’re not alone and there are ways you can avoid these scary situations. Inepisode #167 of Your Path to Nonprofit Leadership, he shares the critical importance of having policies and procedures in place to avoid your own horror stories and sustain your strategic plan. Learn how often to review and with whom they’re communicated to better build partnerships of trust. In discussing real fundraising horror stories, Jay identifies where things broke down and how we can learn from previous mistakes.
ABOUT JAY
Jay Frosthas worked with thousands of organizations to identify and pursue billions in fundraising opportunities around the world over the past thirty-five years. He is recognized as one of "America's top 25 fundraising experts" by Philanthropy Media, one of the Top 8 Fundraising Influencers by Elevation Media, among the Top Twelve Excellent Fundraising Consultants by Double the Donation, and a Top 100 Charity Influencer by Onalytica. A consultant to nonprofits and an advisor to companies serving the philanthropic marketplace,Jayadvises organizations at all stages of their efforts, from startup through capital campaigns.Jayis also the Host of DonorSearch’s Philanthropy Masterminds Series, which has offered over 600 programs to tens of thousands of attendees since its debut in 2016. He has addressed hundreds of meetings across the US, Canada, Asia, the UK, and the Middle East.
EPISODE TOPICS & RESOURCES
* Prospect Research for Fundraisers by Jennifer Filla and Helen Brown
* The Artful Journey: Cultivating and Soliciting the Major Gift by William Sturtevant
* Asking by Jerold Panas
* Learn more about Jay as a speaker here and as a consultant here
* Listen to Jay’s Mastermind Podcast and Mastermind Webcast
* Check out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector
166: Transitions in Nonprofit Leadership: Are You Ready to Make a Move? (Mazarine Treyz)
SUMMARY
Are you pondering your place in the philanthropic sector? The COVID-19 pandemic has changed the world and its effects are being felt across all industries. Inepisode #166 of Your Path to Nonprofit Leadership, multifaceted career coachMazarine Treyzdiscusses some factors that nonprofit leaders should keep in mind as they prepare for the next normal. She advocates for such things as self-care, equal pay and the need to find fulfilment in your career choices, regardless of the transitions ahead. We are in a cultural transition where individuals, organizations and society can look forward to shaping their futures rather than just grinding through the present.
ABOUT MAZARINE
Mazarine Treyz loves to help you ask for more. She hosts the Asking for More podcast and mastermind. Mazarine has written a 5-star rated book on fundraising careers, called Get the Job! Your Fundraising Career Empowerment Guide and has helped over 1000 people move on up in their careers. Treyz founded the first fundraising career conference in spring 2015 and has done 13 conferences since then, each year learning more and more about the workplace justice movement.
Mazarine excels at motivating audiences to lead and question the status quo. She taught over 20,000 people from 2011 to 2022. She has written 10 e-courses on fundraising & 3 books on nonprofit careers, fundraising and marketing. She has 13 years’ experience providing online workshops and trainings, including Fundraising trainings, Diversity Equity Inclusion trainings and a certification from the Racing to Equity Leadership Institute in 2021. She hosted the Name It podcast from 2019-2021, interviewing DEI leaders to further advocate for equity in our sector.
EPISODE TOPICS & RESOURCES
165: 3 Technology Traps All Nonprofit Leaders Must Avoid (Bill Connors)
SUMMARY
Are you overwhelmed by the sheer volume of data at your nonprofit? Are you making the most of your CRM to streamline your data in productive ways? Inepisode #165 of Your Path to Nonprofit Leadership, Bill Connorsexplains why understanding technology is a vital skill many nonprofit leaders aren’t taking seriously enough. He shares his three S’s that senior management should avoid for the long-term well-being of their organization and the successful retention of top employees. Learn how to make decisions about technology that will best serve your nonprofit and the people who rely on it to efficiently and effectively get their jobs done.Billprovides practical advice and best practices for maintaining appropriate security to protect your data, and what good is all this data unless it helps grow your mission and your fundraising? Billhas those answers too.
ABOUT BILL
Bill Connors, CFRE, bCRE-Pro has been a consultant and trainer on the Blackbaud fundraising software Raiser’s Edge since 1995, having worked directly with over 360 organizations. He started his own consulting and training practice in 2005. In 2010, Wiley published Bill’s book Fundraising with The Raiser’s Edge: A Non-Technical Guide.Until 2005, Bill was Principal Consultant for Fundraising Systems for Blackbaud, having helped found the Blackbaud consulting program in 1998. He has been providing consulting and training on Raiser’s Edge in the United States, Canada, the United Kingdom, and Europe since 1995. He previously served as Senior Consultant for Fundraising Technology for a London fundraising consulting firm. Having spent his entire career in nonprofit work, Bill also worked for Junior Achievement as the Director of Development in Arizona and as Director of Field IT for the national headquarters, overseeing the roll-out of Raiser’s Edge in the field offices. Bill is an honors graduate of Yale University with two master’s degrees, including a recent one from Harvard Divinity School. Bill lives in Folsom, California, east of Sacramento, with his partner and loves sweets, especially ice cream.
EPISODE TOPICS & RESOURCES
164: Building an Organizational Culture of Advocacy (Eric Mitchell)
SUMMARY
You likely bring a passion for change to your leadership role, but are you channeling that passion in the most effective way possible? Are you the advocate for the societal change you aspire to see? Inepisode #164 of Your Path to Nonprofit Leadership, one time Capitol Hill congressional staffer turned executive directorEric Mitchellexplains the missing component to senior nonprofit leadership: advocacy. You may know policies and regulations that can impact your organization, butEricexplains the importance of advocating for policy change that would better affect the community you’re there to serve. Don’t go it alone. Learn how to build a coalition of many to lobby lawmakers.Ericdiscusses how to advocate for legislation, regulations and policies that get to the root causes which impact people’s daily lives and not just continuously treat the symptoms. You’ll also hear many lessons learned from someone who has crossed various sectors along his career journey.
ABOUT ERIC
Eric Mitchellis the Executive Director of theAlliance to End Hunger. In his role, he leads the Alliance’s strategic direction, including expanding and mobilizing its network of companies, nonprofit organizations, universities, foundations, and individuals. Prior to the Alliance, Eric served as Director of Global Government Relations for Adtalem Global Education, where he partnered with local government officials, businesses, and civic organizations in the United States and the Caribbean. He also served for six years as the Director of Government Relations at Bread for the World. Eric began his political career on Capitol Hill, serving as Policy Advisor to civil rights icon, U.S. Congressman John Lewis (D-GA), and Legislative Assistant to U.S. Congressman Sanford D. Bishop, Jr. (D-GA).
In 2014, Eric was included in The Root 100 most influential African Americans under the age of 40. He was also recognized as a “Top Lobbyist” from 2014 to 2019 by The Hill newspaper.
EPISODE TOPICS & RESOURCES
163: The First Step to Nonprofit Leadership: Taking Care of Yourself (Georgia Krueger)
SUMMARY
How can you best be there for your organization, your employees, the individuals you serve and your own family if you aren’t taking care of yourself? Inepisode #163 of Your Path to Nonprofit Leadership,we talk withGeorgia Krueger, as she explains why self-care is so important to be your best, feel your best, and, yes, give your best. She shares the importance of incorporating safeguards to care for your heart, mind, body and spirit, so you have the clarity to guide your thinking, ideas and actions. Throughout our conversation,Georgiashares candid insights about specific decisions and pivotal moments and why she credits intentional self-care to see her through.
ABOUT GEORGIA
Georgia Harris Kruegerhas worked in the world of not-for-profits for over 30 years in a variety of settings. A 20-year career with the YMCA spans roles from Aquatics Director to Director of Camp Thunderbird to the Executive Director position at the Lake Norman YMCA in Davidson, NC. Most recently,Georgiaserved as the CEO of Ada Jenkins Center in Davidson, NC where she was instrumental in building collaborative partnerships, creating an endowment program, raising funds for and completing major renovations for the Center, almost doubling the annual budget due to increased client-partner and community demands, while positioning the Center as a leader in strengthening the community.
EPISODE TOPICS & RESOURCES
162: Are You Ready to be A Nonprofit CEO? (Karen Eber Davis)
SUMMARY
Are you ready to be the kind of leader a nonprofit organization needs as well as inspire the best in others? Inepisode #162 of Your Path to Nonprofit Leadership, Karen Eber Davisdiscusses what she calls readiness characteristics necessary to be this type of dynamic leader. ThroughKaren’sextensive research of new CEOs, she identifies skills both emerging and current nonprofit leaders should embrace. Are you prepared to be the decision maker? Learn how to make your leadership more impactful, authentic and rewarding as you manage board challenges, fundraising and talent acquisition, retention and costs.Karenshares her top three takeaways that affect the readiness for a new nonprofit CEO. You’ll hear “what worked and what didn’t” advice she discovered during her many interviews with new CEOs and some interesting approaches to the first 90 days as CEO. And finally, we discuss self-care, something every nonprofit leader should be cognizant of practicing.
ABOUT KAREN
Too many nonprofit CEOs and executive directors struggle to lead their organizations without a trusted advisor. As one, Karen Eber Davis Consultingguides nonprofit leaders to generate the resources and support they need to make remarkable mission progress. Working together, they get answers, generate revenue, and grow missions. As the founding principal of Karen Eber Davis Consulting, Davis is known for her innovation and practicality based on her work with or visits to over 1,000 nonprofit organizations and her vast experience with personnel, boards, and fundraising. She is the author of7 Nonprofit Income StreamsandLet’s Raise Nonprofit Millions Together.
EPISODE TOPICS & RESOURCES
161: Measuring Success: How Nonprofit Leaders Can Look Beyond the Numbers (Megha Desai)
SUMMARY
How do you measure nonprofit success? Unlike the for-profit sector, where metrics are clear, the charitable sector isn’t always as straightforward. Inepisode #161 of Your Path to Nonprofit Leadership, Megha Desaitakes a hard look at how, as nonprofit leaders, we measure success and how we communicate that success to our donors and key constituents. Meghaexplains how she makes decisions based on the people she serves then uses the data to validate rather than the other way around, something large institutional donors have been shifting towards. Having converted her family foundation to a public 501(c)(3) programmatic nonprofit, she shares some unique opportunities and significant challenges the organization faced. Do you allow mission creep to acquire funding? Learn how to resist designated giving and remain mission focused.
ABOUT MEGHA
Meghais President of theDesai Foundation, a public foundation that aims to elevate the health and livelihood of women and children through community programs in the U.S. and India. She helped transform the organization’s mission, work, and message leading to its transformation from a small family foundation to a robust public foundation. Her leadership has helped put the Desai Foundation on the map through heralded events, like Diwali on the Hudson and the Lotus Festival, along with highly impactful programming leveraging strong partners on the ground in the US and India.The Desai Foundationfocuses on sustainable development through vocational classes, health camps, community volunteer outreach, and sanitary napkin programs. The organization, to date, has impacted over a million lives in Gujarat, Maharashtra, Rajasthan, Uttar Pradesh, Tamil Nadu, and Madhya Pradesh, India; Metro-Boston; and Harlem, New York. Megha currently sits on the advisory boards of several start-ups and non-profits, including Take Two Academy, TYE Boston – TiE Young Entrepreneurs, and NPR’s Generation Listen. Megha was nominated for India New England’s Woman of the Year Award in 2017. Megha holds a B.A. in Economics from Barnard College of Columbia University and completed the Executive Program for Social Entrepreneurship at Stanford Business School.
EPISODE TOPICS & RESOURCES
160: Your Nonprofit Alliance May Not Be a Good Idea (Michelle Shumate)
SUMMARY
Are you building successful alliances that truly benefit the mission of your organization? We operate under the assumption that collaborations in and of themselves are a good idea; however,Michelle Shumate’sextensive research of networks for social impact reveals why alliances are not always a good thing for nonprofit leaders to consider. Inepisode #160 of Your Path to Nonprofit Leadership, Michellearticulates that network design and management is not universal, but instead illustrates that the type of social issue, mechanism for social impact and resources available all determine appropriate collaborative choices. She outlines critical issues that nonprofit leaders address in creating and managing networks, including social issue analysis, network governance, securing and managing funding, dealing with power and conflict, using data effectively and managing change. Do you know the top three choices to make before seeking an alliance? After this episode you will.
ABOUT MICHELLE
Michelle is the founding director ofNetwork for Nonprofit and Social Impact(NNSI), the Delaney Family University Research Professor, and Associate Faculty at the Institute for Policy Research at Northwestern University. NNSI is dedicated to answering the question: How can nonprofit networks be rewired for maximum social impact? Her research focuses on how to design interorganizational networks to make the most social impact. She is the author ofNetworks for Social Impact(2022, Oxford University Press). The National Science Foundation recognized her research with a CAREER award. Her research has been funded by the National Institutes of Health, National Science Foundation, Bill and Melinda Gates Foundation, and Army Research Office. Nonprofit Quarterly, Stanford Social Innovation, and the Conference board have featured her work. She offers workshops, consulting, and coaching through theSocial Impact Network Consulting.She is also spouse to Michael, mom to Oliver and Alex, an avid backyard birdwatcher, and a mediocre tennis player.
EPISODE TOPICS & RESOURCES
159: 4 Ways to Advance Your Nonprofit Leadership This Year (Patton McDowell)
SUMMARY
What are you doing to actually move closer to your leadership goals in the nonprofit sector? Are you thankful for your current nonprofit leadership role? In this soloepisode #159 of the Path Podcast, I offer four specific ways you can move closer to your nonprofit leadership goals.
Sharpen your Vision Framework
Practice Self-Assessment
Utilize Strategic Networking
Curate Knowledge
ABOUT PATTON
Patton McDowell has enjoyed a successful 30-year career in nonprofit leadership, strategic planning, and organizational development. Prior to founding PMA Consulting in 2009, he served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. Patton is a native of Elizabeth City, NC, and received a bachelor's degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Education (Organizational Change and Leadership) from the Rossier School at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board President of AFP Charlotte, served as the Chapter Representative on the AFP International Board, and is the host of the weekly podcast Your Path to Nonprofit Leadershipand author of the best-selling book also titled Your Path to Nonprofit Leadership.
OTHER SOLO EPISODES BY PATTON
158: A Radical Approach to Nonprofit Leadership (Tom Vozzo)
SUMMARY
How do you balance capitalistic skills and passion for a cause?Tom Vozzo, who left a highly successful corporate career to become an unpaid nonprofit CEO of the internationally acclaimedHomeboy Industries, is eminently qualified to answer such a question. Inepisode #158 of Your Path to Nonprofit Leadership, you’ll hearTomshare many of the lessons he’s learned by leading this Los Angeles-based organization, and how he advocates for more social impact awareness in the for-profit community. He know it’s the nonprofit sector that can employ many individuals once thought unemployable, and has clear, pragmatic advice for how nonprofit leaders can best support people on the margins of society who are trying to move into the workforce. As a committed capitalist himself, he knows leaders can be mission-driven yet combine that with business knowledge informed by past experiences. Tomshares what he sees are the biggest differences between nonprofit and corporate cultures and the lessons we can all learn to bridge these sectors.
ABOUT TOM
Thomas Vozzoleft a lucrative career in corporate America convinced there had to be a better way to define success. In 2012, Vozzo became the first-ever CEO of Homeboy Industries, the largest and most successful gang intervention, rehabilitation and re-entry program in the world. Vozzo’s journey goes from billion-dollar revenues—his last corporate role was as CEO of the $1.8 billion ARAMARK Uniform and Career Apparel Group—to a volunteer unpaid CEO of a nonprofit built on compassion, kinship, empathy and social justice. In Vozzo’s first book, The Homeboy Way: A Radical Approach to Business and Life, he gives readers practical ways to address some of our most vexing social issues and provides a new path for personal and business leadership. Vozzo shares lessons learned both in secular business as well as faith-based pursuits to help readers from all walks of life thrive.
EPISODE TOPICS & RESOURCES
157: Assuring Cross-Sector Collaboration as A Nonprofit Leader (Kate Markin Coleman)
SUMMARY
Are you creating unnecessary barriers for employment at your nonprofit? Kate Markin Colemansuggests you’re narrowing your talent pool by relying too heavily on a college degree as a proxy for qualification. Inepisode #157 of Your Path to Nonprofit Leadership,she discusses how to construct a more equitable and effective workforce development system. Learn what it means to conduct a deep skills analysis to better identify needs and think more broadly about who is best qualified to fill them. Katereveals how developing cross-sector collaborations improves the efficiency and effectiveness for addressing the issues facing our communities. She identifies the attributes of effective programs and makes the case for skill-based hiring and cross sector-collaboration. By working across organizational boundaries, you can change the trajectory of individuals struggling to make a living wage while expanding the quality and quantity of talent available to employers.
ABOUT KATE
Kate Markin Colemandirects ias advising, LLC, and is former Executive Vice President, Chief Strategy, and Advancement Officer of YMCA in the U.S. She spent the first half of her career in the private sector, transferring to the social sector after she and her colleagues sold the fintech firm they ran. Coleman was a top official in one of the country’s largest nonprofits, the national YMCA, where she advanced innovation and effectiveness. She studied cross sector collaboration as a Harvard Advanced Leadership Fellow and is the co-author of two books that offer practical insights on how to design effective solutions to challenging urban problems.
EPISODE TOPICS & RESOURCES
156: Everything You Believe About Small Nonprofit Fundraising is Wrong (Zoot Velasco)
SUMMARY
Is your small nonprofit still trying to raise money through special events? Modeling your fundraising plan on what large nonprofits are doing is among several critical mistakesZoot Velascowill help you avoid. Inepisode #156 of Your Path to Nonprofit Leadership, he tells us why those special events, big galas, grant writing and even courting major donors are not the most important things on which nonprofit leaders of smaller organizations should be focused.Zootidentifies three sources of earned income streams available to all nonprofit organizations and how strengthening and growing these streams will not only increase your financial stability but will also allow you to be less reliant on the traditional philanthropic dollar.
ABOUT ZOOT
Zoot Velascois currently the Executive Director of theFriends of Fullerton College Foundation, Director of theGianneschi Centerfor Nonprofit Research at California State University Fullerton’s College of Business & Economics, Professor of Business & Marketing at California State University Fullerton, Professor of Nonprofit Management & Leadership at California Polytechnic Institute Pomona, Host of the nationally-ranked501(c)3(b)(s) podcastand author of three books. For 23 years, Zoot led cultural programs in prisons and cultural centers. He built four art centers for the City of LA, a Boys & Girls Club, and a Theatre for the City of Long Beach. He has raised more than $32 million for various organizations. During the recession, he led the Muckenthaler Cultural Center in Fullerton to unprecedented growth, more than tripling programs, budget, patrons, and the endowment while winning awards as Orange County’s first STEAM programs, institutional arts programs, and strategic partnerships.
EPISODE TOPICS & RESOURCES
155: Relationship Building: The Key to Nonprofit Leadership (Siobhan Davenport)
SUMMARY
Are you advancing your skills to be the kind of strong leader the nonprofit sector needs? Inepisode #155 of Your Path to Nonprofit Leadership, we talk withSiobhan Davenport, a phenomenal industry leader with more than fifteen years of experience serving underserved youth and someone who understands the advantages of these skills. Discover the benefits of developing a personal board of directors and how this foundational network of advisors can support you through the various crossroads faced while navigating your career path. Learn how to authentically communicate your mission to others asSiobhandiscusses the vital skills needed to build strong relationships that will guide you throughout your career. As a busy nonprofit executive herself,Siobhanarticulates her best self-care practices and organizational routines others can easily implement into their active daily regimen.
ABOUT SIOBHAN
Siobhan Davenportwas named President & CEO by theCrittentonBoard of Directors in February 2019, bringing more than fifteen years of experience serving underserved youth. In her previous role asCrittenton’sDirector of Strategic Partnerships, she built collaborations between schools, nonprofits, and corporations to better meet Crittenton girls’ challenges and launched the Declare Equity for Girls: It’s Time campaign. As the Executive Director of the Rocksprings Foundation from 2002 to 2018,Ms. Davenportoversaw the foundation’s impact by investing in economic and educational opportunities for low-income families and youth. Prior to that, she served as the Senior Producer and Host for On the Potomac Productions, including the acclaimed series “The New Washington.” She serves as a commissioner for the Maryland Governor’s Commission on Service and Volunteerism and sits on the Advisory Council for Ascend at the Aspen Institute. Ms. Davenport holds a master’s degree in journalism from American University.
EPISODE TOPICS & RESOURCES
154: Nonprofit & For-Profit: Creating a Successful Partnership (Shiloh Karshima)
SUMMARY
Do you communicate a clear message that properly represents the voice of those you serve? Inepisode #154 of Your Path to Nonprofit Leadership, Shiloh Karshimahighlights some of the challenges nonprofit leaders face in trying to make their case more clearly and in an authentic way. Shiloh is a gifted leader with more than two decades experience building philanthropic partnerships in over 14 countries. Shilohexplains how communication and harmonization are the keys to creating a successful partnership between the for-profit and nonprofit sectors. Learn why the acquisition and implementation of tangible skills will elevate your passion into a dynamic leadership role that others will desire to follow.Shilohalso gives tangible examples of how nonprofit and for-profit leaders can partner to provide an even greater social impact. Learn why nonprofit leaders who communicate in a shared language with their for-profit counterparts can bridge the bottom-line principles common to both sectors.
ABOUT SHILOH
Shiloh Karshimaco-foundedThe Leader Teamin July 2021, when she and her family sold everything and decided to move to Nigeria. With over two decades of experience in development and nonprofit work in 14 countries,Shilohbrings a wide range of expertise to the table as Executive Director. She has collaborated with the World Bank MENA, World Vision, University of the Nations, William Jessup University, FGI Finance, Jobs Partnership, Oasis Church Winter Garden, Peace and Justice Institute, Orlando MLK Foundation, Safe Families for Children, Bethany Christian Services, NYU’s Wagner Student Alliance for Africa, HopePark Church, Iris Ministries, River City Community Church, Fair Oaks Presbyterian Church, and Madonna’s Raising Malawi.Shilohwas the Panel Discussion Moderator for The United National Female Genital Mutilation Forum in partnership with the not-for-profit Sauti Yetu, Columbia University and NYU. She was Co-Founder of RISE: Conversations on Race and Unity in Winter Garden, Florida. Shiloh received her Master’s in Public Administration in Public and Nonprofit Management and Policy with a specialization in International Economic Development from New York University.
EPISODE TOPICS & RESOURCES
153: Why Diversification is Vital to Your Fundraising Plan (Holly Rustick)SUMMARY
Is your nonprofit organization writing competitive grants that grow your funding capacity? Inepisode #153 of Your Path to Nonprofit Leadershipwe speak withHolly Rustick, a grant writing expert with over 15 years of winning more than $30 million in grant funding, on how nonprofit leaders can enhance their grant writing skills and increase funding to advance their organization’s mission. Hollyshares practical takeaways and processes to increase and diversify funding for better overall stability of your nonprofit and its programs. To truly comprehend that grant writing is the connection of money to mission, nonprofit leaders must not only diligently research and understand the funder, but more importantly, they must first have a fully developed program to present. Hollydiscusses proper relationship-building techniques because, like all your donors, proper stewardship is vital to the foundations with which your organization interacts. Learn how to best position your organization for funding with Holly’s 10 Step Checklist and her Nonprofit Wellness Audit. Holly also shares her perspective to help more women in the nonprofit sector ascend into senior leadership positions.
ABOUT HOLLYWorld-renowned grant writing expert and Amazon bestselling authorHolly Rustickcoaches thousands of people every week through her top-ranking podcast,Grant Writing & Funding,books on grant writing, and via the Hub Haven on taking actionable steps in grant writing. Having secured millions of dollars for nonprofit organizations around the world throughout the past 16+ years, Holly has a mission to train grant writers to simplify the process, grow capacity, and advance mission. Holly has an MA in International Political Economy, is past-president of the Guam Women’s Chamber of Commerce, and is an unapologetic feminist. Holly lives on the island of Guam with her beautiful daughter, Isabella. If you are interested in advancing your grant writing skills or transitioning into freelance grant writing, be sure to check out Holly’s articles, books, and podcasts atwww.grantwritingandfunding.com.
EPISODE TOPICS & RESOURCES
153: Building A Pipeline for Emerging Nonprofit Leaders (Nick Azulay)
SUMMARY
Does your organization attract the next generation of dynamic nonprofit leaders? Inepisode #152 of Your Path to Nonprofit Leadership, we talk withNick Azulay, a Fulbright Scholar, who struggled to convert his education and desire for a meaningful career with the practical skills needed to land a job in the nonprofit sector. Nickdivulges specific tools he used to navigate his path into the nonprofit sector and ultimately a leadership position. By strengthening your pipeline of quality talent with a well-developed internship program, you will also attract and develop young professionals ready to seamlessly transition into any role. Nickshares his experiences as one such intern, his transition to a full-time position and now, as a senior leader himself, how best to scale and utilize an intern program to onboard, train, evaluate and retain today's emerging leaders.
ABOUT NICK
Nick enthusiastically supports B Corps Digital AgencyWhole Whaleas a Senior Strategist with a focus on digital advocacy. In this role, Nick is committed to helping nonprofits and social impact organizations expand their impact to drive meaningful and measurable change. At Whole Whale, Nick emphasizes the role of digital political advocacy in the company’s work and has contributed to projects that include both political and human rights advocacy objectives. Nick has spoken on topics likeRealtime Campaign Monitoringat NTC (Nonprofit Technology Conference), Digital Organizingat NETROOTS, and has worked with Whole Whale clients likeSwing Left, PRX, Donate Life America, theKaiser Family Foundation, and many more. Nick earned his B.A. in Political Science with a focus on comparative politics and international development from Villanova University. Throughout his undergraduate career, he interned with several different nonprofit organizations where he saw firsthand how successful communication and marketing strategies can increase impact.
EPISODE TOPICS & RESOURCES
151: Engaging Volunteers to Make Your Nonprofit Vision A Reality (Diana Zhang)
SUMMARY
Do you consider your nonprofit leadership a calling? Perhaps you saw individuals on the precipice during the pandemic, and simply had to do something. Like other talented professionals who have joined our ranks as a “lateral entry”,Diana Zhangrecognized this crisis as a call to action and left her successful 15-year hedge fund career to co-found the nonprofit organization calledNeighborShare. In episode #151 of Your Path to Nonprofit Leadership, we discuss what it takes to pivot mid-career and launch a successful nonprofit startup. Dianashares the challenges she faced, the lessons learned and the humility required to seek and accept strategic partners for assistance. She has valuable lessons for every nonprofit leader regardless of where your nonprofit is in its life-cycle, and other potential lateral entries will get great advice about understanding the skills they’ll need to transfer from for-profit to the nonprofit sector. As the head of an almost exclusively volunteer organization that now operates in 26 states nationally,Dianadiscusses the three key elements of their value proposition and how this structure engages and retains excellent volunteers.
ABOUT DIANA
Diana Zhangis the CEO and Co-Founder ofNeighborShare,a rapidly-growing direct giving approach that empowers our communities’ frontline heroes to help families through critical moments of need of $400 or less. Prior to that, she spent 15 years in strategy and operations as an executive at Bridgewater Associates, a premier asset management firm with $150 billion AUM. Outside of work, Diana is passionate about food and advocating on behalf of those who lack access to it. She serves on the Board of the Connecticut Food Bank / Foodshare.
EPISODE TOPICS & RESOURCES
150: Developing the Right Mindset to be an Effective Fundraiser (**Rhea Wong)
SUMMARY**
Does you struggle with fundraising? Have you truly reflected on why? In honor of our 150thepisode of Your Path to Nonprofit Leadership, we discuss what it takes to maximize your fundraising with a leading expert,Rhea Wong. If your fundraising isn’t a strategy as much as it’s a mix of tactics and tools cobbled together, then listen asRheaintroduces her unique and innovative program called The Fundraising Accelerator. Learn how to motivate your board to engage in fundraising so you never again have to ask, beg or demand their participation. Before you can execute on even the best strategic plan, nonprofit leaders must first have the right money mindset. You’ll hear clearly articulated examples of deepening your relationships with donors and beneficial insight into the many variations of the fundraising cycle. As someone who recently released his debut book, Patton enthusiastically explores Rhea’s new book,Get That Money Honey: The No BS Guide to Raising Money for Your Nonprofit. ABOUT RHEA
Rheahelps nonprofits raise more money. Though she has deep experience with institutional, corporate and event fund-raising, she is passionate about major individual donors and helping organizations to establish individual giving programs. She has raised millions of dollars in private philanthropy and is passionate about building the next generation of fundraising leaders. She has become a leader in the New York nonprofit community and is a frequent educational commentator in the media. She has been recognized with the SmartCEO Brava Award in 2015 and NY Nonprofit Media’s 40 under 40 in 2017. For more information about Rhea, please see her LinkedIn Profile here.Rhea lives in Brooklyn with her husband and the World's Most Spoiled Dog Stevie Wonderdog. When she is not raising money for causes she loves, she can be found hosting her podcastNonprofit Lowdown, promoting her newest book Get that Money, Honey!or onstage as a newbie stand-up comedian in downtown Brooklyn. For more information, check outrheawong.com EPISODE TOPICS & RESOURCES
149: Navigating Data for Nonprofit Leaders (Stu Manewith)
SUMMARY
Is your organization overwhelmed by data? Do you have fresh, error free, current and comprehensive data in one easy to access system or has confidence in your communications faltered because you recently noticed something simple like a donor’s name misspelled? Today’s guest,Stu Manewithdiscusses why nonprofit leaders should be paying more attention to their data. Inepisode #149 of Your Path to Nonprofit Leadership, Stu defines his 5 Keys to Data Quality and Management because when your data is not cared for, the processes based on that data become ineffective and lead to breakdowns in communication at all levels. Is your current CRM about to sunset and lose its functionality? A digital transformation may be required, and regardless of your nonprofit’s size, scope or budget, you will learn ways to more effectively manage and thus capitalize on your organization’s data.
ABOUT STU
Stu Manewithis considered one of the top thought-leaders in the non-profit sector. He is the Director of Thought Leadership and Advocacy for Omatic Software, a data-integration software for non-profits that allows them a complete view of their donors, promoting data-driven decision making. With over 30 years’ experience in the non-profit sector,Stuhas implemented data and integration solutions at hundreds of non-profits across all subsectors - and been published byBlackbaudand Salesforce. He is a seasoned nonprofit authority, advocate, and consulting services leader, with deep experience serving the nonprofit sector, both as a nonprofit executive and as a technology consulting professional. He’s a Certified Fundraising Professional (CFRE) with a special passion for best practices surrounding the healthy ‘marriage’ of fundraising and other nonprofit revenue streams with the general ledger.
EPISODE TOPICS & RESOURCES
148: How to Navigate Your Path to Nonprofit Leadership
SUMMARY
How canPatton’snew book,Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector, help you on your journey to senior leadership? Inepisode #148 of the Path Podcast, guest hostKen Fuquayexplores that exact question by turning the tables on Patton and asking why everyone in - or pondering - nonprofit leadership will benefit from reading it. One thing becomes clear:Your Path to Nonprofit Leadershipwill help you become the kind of leader every nonprofit organization needs to make an even greater impact on the communities they serve.
ABOUT PATTON
Patton McDowellis a nonprofit expert, author, speaker and coach. He’s the President of PMA Nonprofit Leadership, a consulting practice he founded after a successful twenty-year career in the nonprofit sector. His leadership experience includes work at Special Olympics International and Special Olympics North Carolina, and he led fundraising teams for UNC Wilmington and Queens University of Charlotte. He’s a sought-after consultant on nonprofit issues of strategic planning, organizational development and staff & board leadership. Patton received a BA from UNC Chapel Hill, an MBA from Queens University, and a Doctorate from the University of Southern California.
ABOUT KEN
Ken Fuquay is a son, a brother, a husband and friend who also happens to be an educator, business owner, ordained pastor, nonprofit CEO and someone learning to live in the unforced rhythm of grace. Ken earned a music degree at Emmanuel College, a Digital Media Certificate from Carolina School of Broadcasting and Master of Divinity and Master of Christian Education from Union Presbyterian Seminary. He is the planting pastor at M2M Charlotte and CEO ofLIFESPAN Services, Inc., a NC nonprofit that serves more than 1,000 individuals with intellectual and developmental disabilities across 23 NC counties.
EPISODE TOPICS & RESOURCES
147: Creating A People First Environment at Your Nonprofit (Stamie Despo & Tom Lafalce)
SUMMARY
What are you doing to create a people first environment at your nonprofit? More than ever, nonprofit leaders must create a culture that attracts, orients, develops and retains talent. Two leaders in the higher education sector who have traveled varying career paths now find themselves leading together. Inepisode #147 of Your Path to Nonprofit Leadership, Stamie DespoandTom Lafalcedelineate four aspects of creating a people first environment. They discuss how communicating your “why” properly will attract passionate talent. Successfully onboarding new hires lays the foundation for future success, as well as presenting a series of professional development opportunities allows for their growth. They explore conversations that focus on racial equity, diversity and inclusion, which they acknowledge can be difficult, but “you get better with practice,” Together they demonstrate methods everyone can implement to encourage an open dialogue and better understanding of these vital topics.
ABOUT STAMIE
Stamiebrings over 20 years of experience in philanthropy with her to Cornell University. Her most recent venture before Cornell was as the Executive Director of Susan G. Komen for the greater Charlotte, NC, area. Stamie was a 2019 honoree for the Charlotte Athena Leadership Award for Service. Her focus in philanthropy is engaging donors in a meaningful and authentic way, creating a culture of philanthropy, building relationships and providing strategic leadership. Stamie holds a Bachelor’s degree in economics, Cum Laude, from Smith College, a Masters in Teaching degree, Summa Cum Laude, from Monmouth University, a Non-Profit Management Certificate from Duke University, and an Event Planning Certificate from UNC Charlotte.
ABOUT TOM
Tomis a 1994 graduate of Cornell’s College of Human Ecology, he joined the Annual Giving Program’s team in 2004. In 2016, he began to focus more broadly on Annual Fund Leadership Giving. In this role, he partners with Alumni Affairs and Development staff to ensure the successful annual solicitation of donors of $1,000 or more, works with College and Unit staff to set Annual Fund Goals, serves on Cornell’s Giving Day Steering Committee and supports the development committees of the Cornell University Council and the President’s Council of Cornell Women (PCCW). In addition, Tom has served as the Acting Director of Annual Giving Programs on two occasions, in 2015 and from 2018 to 2020.
EPISODE TOPICS & RESOURCES
146: 5 Key Productivity Moves for Nonprofit Leaders (Mike St. Pierre)
SUMMARY
Has navigating the shifts in remote work only exacerbated gaps in your productivity? Or, maybe it didn’t take a global pandemic to realize staying organized in the nonprofit sector can exhaust even the most dedicated leaders. This fatigue and sense of exhaustion is real. However, inepisode #146 of Your Path to Nonprofit Leadership, we have the founder ofNonprofit Productive, Mike St. Pierre, to equip you with smart and simple strategies to maximize your productivity and avoid burnout. Take back your schedule with Mike’s five key productivity moves. Patton and Mike clearly articulate the best tips and practices from technology to self-care that will provide even the busiest highly motivated leaders the clarity to focus on the right things that need attention. Cited specifically in this episode are: TickTick an organizational app,Carey Nieuwhof’s podcast on time management, the project management toolActiveCollab, Mike’s ownIdeal Week Templateand much more!
ABOUT MIKE
Mike St. Pierreand his wife Cary have been married 24 years and are the proud parents of four children. Mike holds a B.A. in Philosophy (Catholic University of America), an M.A. in Theology (Seton Hall University), an M.A. in Educational Leadership (Seton Hall University) and an Ed.D. in Education (College of St. Elizabeth). His articles have appeared in Our Sunday Visitor, Busted Halo, Momentum, Give us This Day, Catechist, America, Faith CATHOLIC and Productive Magazine. His first book was published by Ave Maria Press,The 5 Habits of Prayerful People: A No-Excuses Guide to Strengthening Your Relationship with God. He has been an adjunct professor at Saint Joseph College of Maine, Seton Hall University and The College of St. Elizabeth. In 2017 he received the Seton Hall University Many Are One Alumni Award. He serves on the Board of Directors forMission Madera, a nonprofit serving students in Uganda. And he’s the host of the Nonprofit Productivity Summit, an annual gathering of some of the brightest (and most heartfelt) people in the world.
EPISODE TOPICS & RESOURCES
145: Tackling Toxic Leadership in the Nonprofit Sector (Andrew Olsen)
SUMMARYDoes your nonprofit organization exhibit symptoms of toxic leadership? Feelings of isolation among staff could be misinterpreted as stresses related to recent life changing events such as Covid, so nonprofit leaders must be more cognizant of underlying conditions which may be fostering a toxic environment within an organization. Inepisode #145 of Your Path to Nonprofit LeadershipPatton andAndrew Olsendiscuss recent events and how they have changed the way people, especially young professionals, think about what is and isn’t acceptable behavior within a nonprofit organization. As a fundraising expert who has worked with hundreds of organizations,Andrewexplains how a toxic workplace may be contributing to a nonprofit’s inability to achieve the revenue they need to deliver on their mission. You’ll hear specific methods of addressing negative toxicity with members of your board, staff and donors that will create a better, more successful environment. Leaders of all levels will learn valuable techniques they can implement immediately fromAndrewand Patton, that will accelerate their career and create the kind of positive environment in which everyone can excel.
ABOUT ANDREWAndrew Olsen, CFRE is President at Altus Marketing, a Moore Company, where he and his team provide fully integrated fundraising strategy and execution to local and national nonprofit organizations and ministries. He’s served nonprofit organizations for nearly 25 years, and has helped nearly 1,000 organizations raise over half a billion dollars in his career. He’s the author of the Amazon #1 Best Seller, 101 Biggest Mistakes Nonprofits Make and How You Can Avoid Them, and the Amazon Best Selling, Rainmaking: The Fundraiser’s Guide to Landing Big Gifts. He’s also host of the top-ranked show,The Rainmaker Fundraising Podcast. Andrew lives on a small farm in East Tennessee with his wife Deborah, their three daughters, and a menagerie of farm animals.
EPISODE TOPICS & RESOURCES
**144: Creating a Dynamic Culture at Your Nonprofit Organization (Curt Langford)
SUMMARY**
Nonprofit leaders are always looking for better engagement with their key constituents and long-term donors. Inepisode #144 of Your Path to Nonprofit Leadership, we look toTexas Tech Alumni Association’s President and CEOCurt Langfordfor valuable advice on building a dynamic culture, the power behind communicating your story effectively, and developing a strong connective network of long-term donors. A positive organizational culture is first established internally with a shift from the usual attributes such as purpose, mission, vision, value proposition, all of which are usually well documented, to understanding the specific, deeper and more powerful why. Curt explains how the organizational why and the personal why establish an emotional pride that is truly authentic, and when properly aligned, makes you more compelling to those you’re trying to reach. When people feel compelled to be a part of something, that’s when they are truly believing in your why.Curtclearly articulates the methods behind implementing this overall shift and the impact it has on leadership, staff, board and your long-term donor engagement, and it’s clear why the Association is celebrating 99 years of success!
ABOUT CURT
Curt Langfordis the President and CEO of theTexas Tech Alumni Association, and a leader of a longstanding, independent organization that exists to connect, inspire and amplify the Texas Tech family. His charge is to "Strive for Honor," representing the Red Raider SPIRIT of Scholarship, Pride, Inclusivity, Respect, Integrity and Tradition. Curt holds a Master's degree in interdisciplinary studies with emphasis in higher education. Over his more than two-decade long career he’s excelled in true leadership skills such as team leadership, customer relations, public speaking, fundraising, social media strategies, regional & national sales territory management, strategic & operational planning, competitive presentations & proposal writing, investor & board relations, marketing & public relations, competitive research & analysis, feature & technical writing and media design & publishing.
EPISODE TOPICS & RESOURCES
143: Elevating Your Grants Program as a Nonprofit Leader (Autumn Keck)
SUMMARY
Is your overall fundraising plan built on a solid foundation of a comprehensive grant writing program? If not, can you identify the vital readiness steps necessary to best prepare your organization for success? Inepisode #143of the Path Podcast, Autumn Keck, a fundraising expert with over two decades of experience in grant writing and major gifts solicitation, addresses these questions and more. She explains how best to present the strength of an organization and resist the urge to adjust your focus to “fit the mold” of a possible funder, just one of the key factors needed to bolster an organization’s chance for grant funding. As Patton discusses in his upcoming book, Your Path to Nonprofit Leadershipreleasing March 8th, professional development is a vital skill for the growth and success of every nonprofit leader. Autumnexpounds on this by discussing specific resources and training to enhance your fundraising and grant writing skills. Learn how to set realistic expectations among your organization’s leaders and board around grant funding cycles and its impact on long term sustainable support.
ABOUT AUTUMN
Autumn Keckis a fundraising expert with over 20 years of experience specializing in grant writing, major gift solicitation, and individual giving. She began her fundraising career as Director of Development at Neighborhood House and then went on to work at the American University Washington College of Law, The JC Raulston Arboretum at North Carolina State University, and Girl Scouts of North Carolina Coastal Pines. In 2010, she branched out as an independent grant writing consultant, which led to the formation ofScribe, LLC. As Founder and Principal Consultant ofScribe, LLC, a fundraising consulting firm specializing in grant management services, Autumn works to connect nonprofits to the philanthropic community by effectively sharing the organization's impact on the people they serve. Autumn and her team work closely with nonprofits to help them become grant ready, and grow their grant writing programs. Scribe has helped raise millions of dollars by telling each organization's compelling story with a focus on their mission and community impact. Autumn is a graduate of NC State University with a BA in Communications and a minor in Journalism. She serves on the Board of the Association of Fundraising Professionals, Charlotte Chapter as the Higher Education Chair and is also member of the Grants Professionals Association, and the Queen City chapter of Jack and Jill of America. She and her husband have four children.
EPISODE TOPICS & RESOURCES
142: Understanding the Impact of Identity for Nonprofit Leaders (Nneka Allen)
SUMMARY
We are all responsible for the environments we create. And they should all be equitable. Nonprofit leaders clearly understand the impact of identity on an organizational culture and equity outcomes. In episode #142 of Your Path to Nonprofit Leadership, Nneka Allen, a descendant of the Underground Railroad, shares her remarkable story which began years ago with her freedom-seeking ancestors and ultimately set her on the path of community movements, social change and a desire to pursue justice. Now, after more than two decades as a fundraising professional in the nonprofit sector - a predominantly white field - Nneka embraced the powerful and tragic nature of her ancestors and founded The Empathy Agency. As someone who understands better than most the power of storytelling, she demonstrates how intentional communication of mission and vison will deepen the connection with donors. She also identifies three fundamental traits true leaders with a passion for change embody. As a nonprofit leader you’ll learn how to deliver more fairly on your mission through a better understanding of a dominant cultures’ impact on the organizational culture. Patton and Nneka discuss how leadership teams can take purposeful steps to implement racial equity throughout the entire organization. Finally, they discuss Collecting Courage: Joy, Pain, Freedom, Love, an anthology by 15 black nonprofit professionals and their experiences enduring racism in the philanthropic sector edited by Nneka, a powerful and enlightening must read for every leader regardless of where you are on your path.
ABOUT NNEKA
Nneka Allen is a Black woman, a descendant of the Underground Railroad, an Ojibwa of Anderson Nation and a sixth generation Canadian. Born in the 70’s, Nneka was raised during a time of Black power and acute political awareness. As a lover of justice, Nneka has inspired philanthropy as a fundraising executive for over 20 years. She is the principal and founder of The Empathy Agency, where she helps organizations deliver more fairly on their missions and visions by coaching teams to explore the impact identity has on culture and equity outcomes. Nneka is the founder of the Black Canadian Fundraisers' Collective. She is also an author and joint editor of a book featuring the first-person narratives of 15 Black contributors, mainly fundraisers from the US and Canada called Collecting Courage: Joy, Pain, Freedom, Love. Nneka’s ultimate joy is her daughter Destiny who along with her husband Skylar, are continuing their family legacy of philanthropic activism in Canada.
EPISODE TOPICS & RESOURCES
141: Nonprofit Success in an Age of Disruption (Dave Lenox)
SUMMARY
Many nonprofits experience periods of volitivity as a result of leadership turnover. Covid has accelerated some nonprofit leaders to leave an organization after many years of service. Inepisode #141 of Your Path to Nonprofit Leadership, Dave Lenox, a former nonprofit executive director and current managing partner at The Valtas Group, explains the numerous resources available to organizations during these transitions. He and Patton discuss how a firm likeValtas provides guidance and stability during a turbulent time. Retaining an interim leadership position allows a board to be forward thinking, not reactive, when assessing their current needs and the overall direction of the organization and how it executes its mission. Davedispels the misnomer of consultants who “come in with all the answers” by explaining the analysis he performs, the results of many of those findings, and how a unique team of listeners work in collaboration with existing personnel and board members to help find their own solutions. You’ll also learn how regular personal self-evaluation and reflection help guide nonprofit leaders through difficult transitions. And finally, Daveintroduces us to the Distributed Leadership Model. He shares why more organizations are embracing this new management philosophy and how it may already be morphing into a new system of delegation.
ABOUT DAVE
Daveis an experienced leader with a demonstrated history of working in the non-profit, change management, and organization design and management fields. He’s skilled in international relations, inclusive governance models, organizational development, social media, and training with a Master of Business Leadership focused in Organization and Change Management from Capella University. Before joiningThe Valtas Group, Dave served as President and CEO of Special Olympics Washington. Dave began with Special Olympics (SO) in 1985 as Area Director for the Kansas City, Missouri area, later becoming Executive Director for SO West Virginia, and in 1989 he became CEO for SO North Carolina. In 1997 Dave was recruited to join the Headquarters office of SO as Director of Athlete Leadership Programming. He was the key strategist in the effort to develop leadership and education initiatives that support and advance the work of the Special Olympics Movement.
EPISODE TOPICS & RESOURCES
140: A Nonprofit Leader’s Guide to Boosting Board Engagement (Lea Williams)
SUMMARY
The best nonprofit leaders create and maintain strategic partnerships between themselves, their staff, and their board. If you are looking to take your board to the next level, check outepisode #140 of the Path PodcastwhereDr. Lea Williamsand I discuss five tactics for creating and sustaining a dynamic board of directors. Building off our work together with multiple boards, our conversations with ourMastermind participants, and Lea’s background as a meetings scientist, we reflect on characteristics of successful boards and how nonprofit leaders can cultivate a higher level of engagement with these important stakeholders. We discuss the importance of creating confident ambassadors, clarifying board member responsibilities through onboarding, building comfort around the organization’s financial model, building a pipeline of board leaders through year-round recruiting, and hitting “reset” on your board meetings. Listen for these strategies and other tactical recommendations to help with your nonprofit board development efforts.
ABOUT LEA
Leais an Organizational Scientist who joined thePMAteam in June of 2020. Prior to joining the firm, she dedicated her time to two main areas: earning her Ph.D. inOrganizational Sciencefrom the University of North Carolina at Charlotte and serving 15+ nonprofits through pro-bono consulting engagements through theVolunteer Program Assessment. In addition to her nonprofit work, while obtaining her Doctorate, Lea also worked in several Talent Management/Organizational Development roles at large organizations in Charlotte, such as Ingersoll Rand, Duke Energy, TIAA, and Jacobsen. Given her strong research background, she is skilled at gathering input and synthesizing it to help nonprofit leaders develop innovative solutions. Her specialties include meeting effectiveness (the subject of her dissertation), leadership, board, and staff training and development, data analysis, strategic planning, survey design, stakeholder research, and volunteer retention/engagement. She also received her Master's in Industrial-Organizational Psychology from the University of North Carolina at Charlotte and her bachelor's degree in Psychology from Davidson College.
EPISODE TOPICS & RESOURCES
139: What Are the Best Practices of a Nonprofit Leader? (Katie O’Malley)
SUMMARY
Have you found true passion along your career journey? Many in the nonprofit sector struggle to maintain their connection to the mission as they accomplish their daily work. With more than 15 years in the sector, Katie O’Malleyexperienced this dilemma first-hand before translating this struggle into action and sharing her wisdom through Encourage Coaching. Inepisode #139 of Your Path to Nonprofit Leadership, Katie discusses the value of self-reflection to recognize career opportunities and leadership development skills so that you can reclaim balance in your personal and professional life, avoid burnout, and find self-awareness and how the clarification of these skills will positively affect your ability to work alongside others, motivate your team, and enhance the overall performance and engagement of your organization.Katiealso shares advice at every stage of the career journey, from young professionals finding their place in the corporate structure, to mid-career employees considering the great resignation (or what she likes to call the “great reshuffle”). Finally, she speaks openly to the experiences many senior leaders face and how various stresses affect their responses and interactions with staff, board and the clients they serve, and the steps to recognize and make proactive changes that will make you a stronger more well-balanced leader.
ABOUT KATIE
Katie O'Malleyis a Leadership Coach + Educator with fifteen years of professional experience serving the nonprofit, corporate and education sectors. Across these workplaces, she noticed that her strengths and values consistently steered her toward the support and development of others. In 2012, Katie earned her Master's Degree in Counseling and Board Certification in Coaching. Coaching recent grads, experienced professionals, and small business owners aspiring to lead their teams and organizations is the most fulfilling, life-giving work on her resume. Currently, Katie works full-time as the Senior Associate Director of Leadership Development atThe University of Chicago Booth School of Businessand she’s building her practiceEncourage Coaching+ Consulting. At home, she loves spending time with her partner and pups in their backyard, jumping on the Peloton for an energy boosting ride, and visiting my favorite spot in Chicago—Wrigley Field.
EPISODE TOPICS & RESOURCES
138: Global Expansion for Nonprofit Leaders (George Smith)
SUMMARY
Regardless of where you are onYour Path to Nonprofit Leadership, insight gained from today’s episode withGeorge Smithwill no doubt up your game. Within the first few minutes,Georgewill inspire you as he and Patton reminisce on shared experiences withEunice Kennedy Shriverand the single most important leadership skill the entire Kennedy clan learned early on. George expands on his early leadership experiences as he transitioned to the global sector. He shares how not relying on assumptions of standard practices but adapting and capitalizing on the different norms and values of other cultures will develop a higher quality and better performing team. Georgealso lays out specific examples of leading through varying cultural norms in a collaborative way will build strong leaders throughout an organization who are confident and articulate in communicating with their superiors and peers. By implementing some of the adaptations discussed to your own leadership style, you’re sure to enjoy an environment of collaborative learning and development that will elevate your own skills as a nonprofit leader.
ABOUT GEORGE
George has worked for over 30 years in senior management for International Non-Government Organizations and is recognized as a leader in NGO management and international development. From 1985 until 2002, George worked forSpecial Olympics International(SOI). During his tenure he opened the first SOI office in China and served as the Managing Director, East Asia, based in Beijing, China. He led the development and global roll-out of Unified Sports, an inclusive program bringing together people with and without intellectual disabilities. Finally, he is recognized for his pioneering work developing SOI programs in other regions including Eastern Europe/Russia and the Middle East. Since 2010 he serves as the Managing Director, North Asia withOrbis. He has helped position Orbis North Asia as a leading International NGO in China and has strengthened relationships with the government and corporate communities. During his long NGO career, George has been responsible for high level strategic planning, staff management, project development and evaluation, fund raising, donor stewardship, government relations and advocacy. He has received several awards including the R. Tait McKenzie award for his contributions in Health and Physical Education around the world. He has been awarded the Presidential Citation by the American Alliance for Health, Physical Education, Recreation and Dance for outstanding contribution to international development projects.
EPISODE TOPICS & RESOURCES
137: Building A Strong Nonprofit Through Intentional Leadership (Teddy McDaniel)
SUMMARY
Many for-profit leaders have followed their passion and transitioned to the nonprofit sector. Luckily for theUrban League of the Carolinas, Teddy McDanielis one such leader who likes to say he doesn’t have a job, he’s on a mission. Inepisode #137 of Your Path to Nonprofit Leadership, Teddydiscusses how being an intentional leader strengthens an organization. He and Patton discuss embracing the nonprofit competition with strategic networking which leads to a better exchange of ideas, resources, and talent. A good nonprofit leader will recognize when an organization is spread too thin – you can’t be all things to all people – and values coalition partners because a community isn’t well served by mediocre. Teddy also shares insight on building a strong mission-focused strategic plan as a living document. You’ll learn how a successful nonprofit leader, who began himself as a volunteer, takes intentional steps to attract and retain talented staff, volunteers, and board members.
ABOUT TEDDY
Teddy McDanielcurrently serves as president and CEO of theUrban League of Central Carolinas in Charlotte, NC. Founded in in 1978, ULCC is an affiliate of theNational Urban League, a historic civil rights organization dedicated to economic empowerment to elevate the standard of living in historically underserved communities. Previously, Teddy was president and CEO of the Austin, TX, Urban League from 2012 – 2017 and served as COO of the Greater Phoenix Urban League starting in 2009. Before entering the non-profit sector, Teddy spent 15 years in the financial service industry. From 2004-08, he was an assistant vice president at GE Capital in Scottsdale, Arizona, and started his career with Chase Manhattan Bank in New York and spent three years with Banco Popular de Puerto Rico, NA. Born in Atlanta, GA and raised in Columbus, Ohio, McDaniel is a 3rd Generation graduate of Morehouse College. He holds a B.A. in Finance and is a member of Alpha Phi Alpha Fraternity.
EPISODE TOPICS & RESOURCES
136: Maximizing Volunteer Engagement as a Nonprofit Leader (Lauren Kaufman)
SUMMARY
Are you utilizing the full abilities of your best volunteers? As the leader of an all-volunteer organization that has seen a 40% growth in the past six months,Lauren Kaufmandiscusses strategic actions to attract, activate, grow, and retain diverse young professional volunteer talent. Connecting the individual volunteer’s skills and experiences with specific organizational roles and committee opportunities strengthens not only the individual’s resume, but the relationship they have with the organization as a whole. In episode #136 of Your Path to Nonprofit Leadership, you’ll hear tips every nonprofit leader can implement to improve their volunteer experience. Laurenalso discusses the value of building alliances, one of Patton’s Five Keys to a successful nonprofit, with like-minded similar organizations, as well as organizational skills from which every nonprofit leader can learn.
ABOUT LAUREN
By day,Laurenworks at Dimensional Fund Advisors where she provides the tools financial advisors need to strategically manage and grow their business. She also oversees Dimensional’s global philanthropic program. By night (and weekends), she is president of theYoung Women’s Alliance, an Austin non-profit dedicated to empowering the next generation of women leaders. As president, Lauren oversees 500 members, 16 Board of Directors, and 80+ chair positions. As an entirely volunteer run organization, Lauren ensures that YWA is meeting and exceeding all parts of its mission by developing KPI’s, strategically planning for the future of the organization and ensuring thatYWAcontinues to be an organization that connects and supports women in Austin. Through Lauren’s leadership,YWAremains committed to being a diverse and inclusive organization where women in Austin feel welcomed and empowered. Most recently, Lauren added an additional role to the Board of Directors: VP of Diversity, Equity, and Belonging. In her spare time, Lauren enjoys spending time with her partner Aaron and their two French bulldogs, Tater Tot and Queso (@theloadedtots). Lauren speaks Chinese, German, and Spanish and holds her Series 7 and 66.
EPISODE TOPICS & RESOURCES
135: Sharpening Your Vision as a Nonprofit Leader (Pat Millen)
SUMMARY
Most well-intentioned ideas never become a viable nonprofit organization. But afterPat Millen’sdaughter Franny raised the issue of the digital divide after school one day, the family decided to do something about it. Less than 10 years later, one family’s inspiration has evolved intoE2D (Eliminate the Digital Divide),and Pat has elevated the organization to state and national prominence. Not only is his story fascinating, but his thoughtful reflection about the efforts to start and grow a nonprofit are full of valuable advice for any nonprofit leader. Inepisode 135 of Your Path to Nonprofit Leadership, Pat and I discuss the strategic focus necessary to achieve organizational expansion, the critical importance of community research, and the discipline necessary to network strategically.
ABOUT PAT
In 2012, Pat Millen Co-FoundedE2Dwith his family to address societal imbalances associated with digital exclusion affecting low-income families and students. In 2017, he founded the Re-Image CLT Labs, of which he is now the executive director. Prior to his work at E2D, he was the Founder, President, and CEO of Integrity Sport Marketing, Media, and Management, from 1993 to 2014. IS3M was a sports management agency specializing in the creation, marketing and execution of strategic initiatives for companies and organizations with an emphasis on soccer and the convergence of sports and education. From 1990 to 1993, Pat worked as the Director of Athletics Marketing at his alma mater, Davidson College. He graduated from Davidson in 1986 with a BA in History. Over the course of his career, he has received the Davidson College Omicron Delta Kappa Service Award and, most recently, the Algernon Sydney Sullivan Award. He has been named one of the “25 Most Influential People in American Soccer” by Soccer America Magazine in 1996 and a “Gamechanger” by Davidson College in honor of his social justice work in 2018. He is a member of the Charlotte Digital Inclusion Alliance, NC Digital Equity and Inclusion Collaborative and the National Digital Inclusion Alliance, the Charlotte Council of Agency Executives, the Ne Ultra Society/Founders Roundtable at Davidson College and the Charlotte Rotary Club. Pat lives in Davidson, NC with his wife Eileen Keeley and his children, Paddy, Franny and Sam.
EPISODE TOPICS & RESOURCES
134: Why Corporations Should Look at Philanthropy in a New Way (Holly Welch Stubbing)
SUMMARY
Nonprofit organizations worldwide study ways to capitalize on corporate relationships in their fundraising efforts. Having been on both sides of this equation, Holly Welch Stubbing, the President & CEO ofE4E Relief, identifies specific challenges she sees as nonprofits try to connect with corporate leaders. She shares her thoughts on how corporations can look at philanthropy differently given the competing agendas they are constantly having to manage. Inepisode 134 of Your Path to Nonprofit Leadership, we’ll explore how to better align the mission of both the corporation and your nonprofit, and how implementing a plan around relationship building will improve that partnership. As a strong nonprofit leader, educating yourself on corporate practices, governances, and structure will enable a better understanding when developing community philanthropic campaigns.
ABOUT HOLLY
Holly Welch Stubbing serves as President & CEO ofE4E Relief, an international nonprofit organization that provides disaster and hardship grants to individuals worldwide and is a leading provider of employee relief programs for multinational corporations headquartered in the U.S. Holly previously worked forFoundation For The Carolinasfor over 20 years in advancement, investment and legal affairs and is a nationally recognized leader in charitable tax matters and serves or has served on key public policy committees representing nonprofits and philanthropy on the Hill and in the state of North Carolina. She is a past Strategy leader for the Alliance for Charitable Reform and serves professionally on the Merrill Lynch Bledsoe/Cathcart Group Advisory Council and the Seymour Legacy Trust Board of Trustees. She also serves on nonprofit boards for Wake Forest University Charlotte, Charlotte Mecklenburg Library Foundation and Trinity Episcopal School. Holly is a German Marshall Fund Marshall Memorial Fellow and is a recipient of the Charlotte Business Journal’s Women in Business Award and 40 Under 40 recognitions. She was the Charlotte AFP’s Fundraiser of the Year Award winner in 2013, and holds a Global Executive MBA from Georgetown University’s McDonough School of Business, a J.D. from the University of Dayton School of Law and a B.A. in Speech Communications and International Studies from Wake Forest University. Holly is a member of the North Carolina and Tennessee Bar Associations.
EPISODE TOPICS & RESOURCES
133: How to Improve Your Nonprofit Leadership Experience (Patton McDowell)
SUMMARY
Are you thankful for your current nonprofit leadership role? The sector should be thankful for talented individuals like you who are dedicated to a vital cause in your community, but I know you may not feel that gratitude as you do even more for an organization that needs your every contribution. In this special Thanksgiving Day episode, I offer some ideas that may help you be an even better leader, but more importantly, help you enjoy a more rewarding experience as you move toward your goals. In this soloepisode #133 of the Path Podcast, I offer five specific ways you can improve your nonprofit leadership experience, as well as a sneak peek at my new book, also titled Your Path to Nonprofit Leadership.
ABOUT PATTON
Patton McDowellhas enjoyed a successful 30-year career in nonprofit leadership, strategic planning, and organizational development. His consulting practice has allowed him to work with more than 240 organizations throughout the Southeast, including nonprofits focused on healthcare, education, arts & culture, and human services. Prior to founding PMA Consulting in 2009, he served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. Patton is a native of Elizabeth City, NC, and received a bachelor's degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Education (Organizational Change and Leadership) from the Rossier School at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board President of AFP Charlotte, served as the Chapter Representative on the AFP International Board, and is the host of the weekly podcast Your Path to Nonprofit Leadership.
EPISODE RESOURCES
132: The Power of Donor Stewardship as a Nonprofit Leader (Caitlin Donley)
SUMMARY
Fundraising is more than simply communicating your mission effectively to your donors and asking for support. The real magic happens after the gift is received, and doing more than just saying “thank you” means a nonprofit leader has an intentional strategic plan around donor stewardship. Inepisode #132 of The Path to Nonprofit Leadership, Caitlin Donleyintroduces us to three distinct categories nonprofit leaders need to consider as they maximize the potential for donor stewardship. As President ofAFP Charlotte, Caitlin discussesNational Philanthropy Dayand many other ways to celebrate philanthropy and increase your donor retention. Having an annual advancement plan enables natural touch points for stewardship and also cultivation for the future.
ABOUT CAITLIN
Caitlin Donleyis the Chief Advancement & Finance Officer forSafe Alliance, overseeing resource development, financial operations, and community engagement for Mecklenburg County, NC's largest domestic violence and sexual assault nonprofit. She has worked in the nonprofit sector for over 15 years with fundraising positions in higher education, the arts and in the animal welfare areas. She has a Master's in Public Administration from UNC Charlotte and a BA in Music/French from Bishop's University. She has also completed the Nonprofit Executive Leadership program at the Kellogg School of Management at Northwestern University. Caitlin is a Certified Fund Raising Executive and currently serves at the President for the Association of Fundraising Professionals Charlotte Chapter.
EPISODE TOPICS & RESOURCES
131: Paying it Forward as a Nonprofit Leader (Michael DeVaul)
SUMMARY
Passion is often found in young leaders, while wisdom and experience are words associated with successful senior nonprofit leaders. Where are you on your journey of nonprofit leadership? Do you realize the value of self-assessment?Michael DeVaul has been on both sides of that bridge for more than three decades in the nonprofit sector and reflects on leading by example through action. Inepisode #131 of The Path Podcast, Michael shares his five steps to go from being a transactional leader to a transformational leader. Patton and Michael discuss harnessing personal and professional experiences to be a more impactful nonprofit leader. As a man of action, Michael is a role model for change, but he believes you must take action to make change.
ABOUT MICHAEL
Michaelis a seasoned veteran with 38+ years in the nonprofit sector. From Evanston, Illinois, he was a member of the Emerson Street YMCA and Ebenezer A.M.E. Church two strong black institutions which along with his extended family, helped seed his potential. In 2019, Michael was awarded the YMCA of the USA Carlos Sanvee award for his work strengthening emerging young leaders. However, his highest honor remains theChampions of Changeaward given by the Obama White House for his efforts in community building and global work in Senegal and Bangladesh. Today, Michael serves as theYMCA of the USA National Director for Boys and Young Men of Colorwith a focus to lead reimagining policies, practices, and procedures across 100+ cities to improve the outcomes, impact, and economic mobility of all young men of color. He believes that to effect change you must first understand and develop your personal brand. Driving culture involves reinforcing beliefs and behaviors that determine how an organization's leaders and the community they serve interact. Only then can you address inequities for the purposes of reimagining an important concept called belonging. Michael lives in Charlotte and is most proud of being a husband, brother, father, uncle, and friend.
EPISODE TOPICS & RESOURCES
130: How Do You Prepare for Nonprofit Leadership? (Manuel Campbell)
SUMMARY
When funders approach you and ask, “why do we need this organization?” are you able to answer with more than just passion? Seasoned nonprofit leader,Manuel Campbell, shares what it takes to go from a passion project to a strategic case for support to benefit your community and maintain a sustainable, upwardly mobile, and fully-funded nonprofit organization. Inepisode #130 of the Path Podcast, we discuss key steps to organizational success, from recognizing an unmet need to successfully managing a nonprofit to serve the needs of your community. Manuelshares strategies to successfully establish credibility through your board, staff, community relationships, funders, and vendors to make your nonprofit not only sustainable, but impactful.
ABOUT MANUEL
Manuelis the Founder and CEO ofASPIRE Community Capital, a nonprofit organization committed to empowering entrepreneurs from underserved communities through business training, coaching, development and access to capital. He is responsible for organizational growth through securing and activating community partnerships, fundraising strategies, board development and program development.Manuelis also a leading local voice on diversity, race and inclusion in entrepreneurship and a community advocate for low-to-moderate income business owners through participation on panels and partnerships with a diverse range of for-profit and nonprofit organizations. He is often asked to share his perspective regarding the issues that challenge small businesses and the effects of these challenges on economic and social development.Manuelheld the positions of senior risk manager, financial analyst and investment banking analyst for Bank of America Securities and Wachovia Corporation and is the founder of Anderson, Campbell and Associates, a consulting firm focused on assisting small business owners in accessing capital through private placement, SBA financing and private equity transactions.
EPISODE TOPICS & RESOURCES
Ronnie Bryant’s book Driving from the Backseat
* Ronnie Bryant’s episode #23 on the Path Podcast
* Learn more about ASPIRE Community Capital
* Ready for a Mastermind? Apply Today!*
129: How to Retain Talent Through a Dynamic Nonprofit Organization (Keith Fishburne)
SUMMARY
Are you struggling as a nonprofit leader to retain your best talent?Keith Fishburne, whose career spans over 30 years atSpecial Olympics North Carolina, shares his best practices to recognize, develop, and ultimately retain quality employees. Many of Keith’s senior staff have been with him for over a decade, unheard of in the nonprofit sector. The experiences we discuss inepisode #129 of the Path Podcastwill help you build and maintain stronger relationships between nonprofit leadership, staff, your board, and those all-important volunteers. Hear initiatives to improve equity and diversity in your organization. Cultivating the powerful connection between mission and passion will elevate your nonprofit organization.
ABOUT KEITH
Keith Fishburne, president and CEO ofSpecial Olympics North Carolina since May 1997, is responsible for overall management of the organization, which serves nearly 40,000 registered athletes statewide, supported by a $6.5 million budget, a staff of 28, and more than 40,000 volunteers. He was a member of the Board of Directors and executive committee for the 1999 Special Olympics World Summer Games, which brought more than 7,000 athletes from over 150 countries worldwide to North Carolina for 10 days of competition and events. He’s also served as chairman of the Special Olympics United States Leadership Council (USLC), a leadership body dedicated to the strategic quality growth of Special Olympics programming throughout the country. He has been recognized for his leadership and dedication to the community beyond Special Olympics, having received the William C. Friday Excellence in Leadership and Service Award for significant contributions to the betterment of the human condition presented by the Park Scholars of NC State University, Class of 2010. In 2020, he was named to the North Carolina Sports Leadership Council of the NC Sports Association, joining sports leaders across North Carolina in serving as a collective voice on issues impacting the sports event industry. He’s currently a member of the Special Olympics USLC, and chair of the SOI Integrated Direct Marketing Program. He is also a member of the USLC Diversity, Equity, & Inclusion Task Force and the Return to Activities Task Force as part of the Special Olympics response to the pandemic.
EPISODE TOPICS & RESOURCES
128: Leading Your Organization Through Strategic Execution (Logan Herring)
SUMMARY
Should you stop calling your organization a nonprofit? That was one of many intriguing topicsLogan Herringand I discussed during our conversationin episode #128 of the Path Podcast. Logan is the dynamic leader ofThe WRK Groupin Wilmington, Delaware, and is not only transforming his community, but also offers a unique organizational model for communities around the world to consider. We discuss the key tenets of his leadership, from strategic planning (he doesn’t use that term either!), mergers and alliances, staff and board development, fundraising, and personal and professional development.
ABOUT LOGAN
Logan Herringis the CEO ofThe WRK Group(The Warehouse, REACH Riverside, and Kingswood Community Center). He started his work in the Riverside neighborhood of Wilmington as the Executive Director forKingswood Community Center (KCC), which serves the young and old alike, including an early learning center, before and after care, and a senior center.REACH Riverside(Redevelopment Education and Community Health), is a non-profit community development corporation created to lead the $250 million revitalization of the Riverside neighborhood under the nationally acclaimed Purpose Built Communities model. REACH and KCC are working in partnership withThe Warehouse, a co-working facility and network for teen-serving organizations designed to address violence, academic performance, and workforce readiness amongst Wilmington’s youth by providing them with access to more than 140 teen-focused program and service providers. Logan holds a Bachelor of Arts in Business Management from Goucher College and a certificate in Non-Profit Leadership from Boston College. In 2018, Logan was recognized in the Delaware Business Times 40 Under 40, which pays tribute to ambitious professionals who are making a name for themselves through professional excellence and community involvement. Additionally, Logan was recognized as one of Delaware Online’s Most Influential Delawareans for 2021. Logan has also been named 2021 CEO of the Year for Large Nonprofits by Delaware Business Times.
EPISODE TOPICS & RESOURCES
127: 5 Priorities of the Best Nonprofit Leaders (Patton McDowell)
SUMMARY
Ever wonder on what the best nonprofit leaders are focused? After working with nearly 250 nonprofit organizations, and having interviewed over 120 talented nonprofit leaders from around the world on the podcast,Pattonhas narrowed his list to these five priorities which distinguish the best leaders from the rest inepisode #127 of the Path Podcast. Are you able to articulate a clear vision for your organization? What specific methods are you utilizing to develop your talent? How do you measure your outputs and your outcomes? Do you attack all five phases of the relationship-building cycle? Do you build upon existing alliances and seek new ones? Lots of practical take-aways in this solo edition of the Path.
ABOUT PATTON
Patton McDowellhas enjoyed a successful 30-year career in nonprofit leadership, strategic planning, and organizational development. His consulting practice has allowed him to work with more than 240 organizations throughout the Southeast, including nonprofits focused on healthcare, education, arts & culture, and human services. Prior to founding PMA Consulting in 2009, he served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. Patton is a native of Elizabeth City, NC, and received a bachelor's degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Education (Organizational Change and Leadership) from the Rossier School at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board President of AFP Charlotte, served as the Chapter Representative on the AFP International Board, and is the host of the weekly podcastYour Path to Nonprofit Leadership.
EPISODE RESOURCES
126: Finding the Resources You Need as a Nonprofit Leader (Stephanie Minor)
SUMMARY
The best nonprofit leaders embrace the concept of life-long learning because they know they must stay on top of the issues that face their organization and the sector in which it operates. Managing issues of fundraising and philanthropy, human resources, mental health, diversity, equity & inclusion, strategic planning, finance, human resources and countless other topics can easily become overwhelming for a nonprofit leader. Fortunately, there are resources available to help you, andin episode #126 of the Path Podcast, Stephanie Minoroffers a gold mine of ideas and specific advice about where to find them. Stephanie works with hundreds of nonprofit leaders through herNPO Centricorganization, and has taken the time to understand the challenges you are likely facing right now, and has proactively developed resources to help.
ABOUT STEPHANIE
Stephanie Minoris a veteran fundraising professional, nonprofit executive, and strategic development coach whose proven fundraising strategies have won big grants and gifts for important and impactful nonprofit causes. She joinedNPO Centricas its Director in 2019, where she advances the work of nonprofits through capacity building and technical assistance. Stephanie started her professional career as a communicator and social media strategist after earning a Bachelor of Arts degree in English from Cal State San Bernardino. Through her own firm, Premiere Designs, LLC, she planned, developed, and executed successful integrated social media and website content strategies for a variety of clients, including organizations in the nonprofit sector. In 2015, she was offered an opportunity to serve on the staff ofMartha’s Village & Kitchen, one of the largest providers of homeless services in the Coachella Valley and Riverside County. As the director of development, she launched a successful $5 million capital campaign, and became the executive vice president of the organization. She also won the “Best Pitch” award through the RAP Foundation’s 2018 Desert Fast Pitch competition for nonprofits. Through her powerful 3-minute pitch about the plight of homeless children in California, she was awarded a donation of $20,000 toward the creation of a space in the residential unit of Martha’s Village & Kitchen exclusively for homeless children.
EPISODE TOPICS & RESOURCES
125: The Surprising Gift of Doubt for Nonprofit Leaders (Marc Pitman)
SUMMARY
As a nonprofit leader, you constantly face new challenges for which none of your training and previous experience can prepare you. Under such circumstances, it’s easy to lose confidence and succumb to those feelings of doubt, and wonder where leadership solutions might come from. As a long-time leadership coach and fundraiser in the nonprofit sector, Marc Pitman understands these feelings of insecurity, and has written a fascinating book calledThe Surprising Gift of Doubt, which offers practical advice for any leader to better embrace their innate confidence and abilities.In episode #125 of the Path Podcast, Marc and I discuss this gift of doubt, the flaws in how we typically learn about leadership, and what we can do to better embrace all four of his leadership quadrants. A must-listen for current and aspiring nonprofit leaders!
ABOUT MARC
Concord Leadership GroupfounderMarc A. Pitman, CSP® has been leading organizations and teams for decades. His latest book is The Surprising Gift of Doubt: Use Uncertainty to Become the Exceptional Leader You Are Meant to Be. He’s also the author of Ask Without Fear!® which has been translated into Dutch, Polish, Spanish, and Mandarin. He’s also the executive director ofTheNonprofitAcademy.comand a former Advisory Panel member of Rogare, a prestigious international fundraising think tank. Marc’s expertise and enthusiasm has caught the attention of media organizations as diverse as The Chronicle of Philanthropy, Real Simple, SUCCESS Magazine, NBC, Al Jazeera, and Fox News. Marc tweets regularly at@marcapitman. Over the past 18 years, Marc’s organizational and leadership coaching and trainings have helped tens of thousands of nonprofits advance their missions, meet revenue goals, and improve the lives of their staff and supporters including clients like Maine Public Broadcasting, Georgetown University, In Defense of Animals, Habitat for Humanity, Chabad on Campus, and Islamic Relief USA. He is the husband to his best friend and the father of three amazing kids.
EPISODE TOPICS & RESOURCES
124: How to Make Yourself an Outstanding Candidate for Nonprofit Leadership (Shana Plott)
SUMMARY
As a nonprofit leader, you’ve likely encountered both sides of the talent development equation: seeking a new opportunity for yourself, or finding the perfect person to fill your nonprofit’s most important vacancy. Regardless of whether you’re looking yourself or trying to hire a rock star,Shana Plottis the perfect guest to help you on your quest. Shana has spent most of her career helping organizations find talented leaders, and she’s also counseled dozens of potential leaders on how they can better position themselves for success in the hiring process.In episode #124 of the Path Podcast, Shana first unpacks the current state of the search market for nonprofits, and offers practical advice both for those seeking a new job and for those about to launch a search themselves, especially those nonprofit leaders determined to bring a more diverse pool of candidates to their organization.
ABOUT SHANA
As CEO,Shana Plottmanages all facets ofColeman Lew Canny Bowen, and leads executive-level search for her clients. Shana is heavily involved in the search industry on an international level and serves on the Council of the Americas for the Association of Executive Search and Leadership Consultants (AESC). She is also committed to promoting diversity and inclusion in leadership and serves on the Advisory Board for the Director Diversity Initiative through the UNC School of Law. Prior to joining the firm, Shana worked for several years in retained search with the Carolinas office of Heidrick & Struggles, serving as associate director and successfully completing retained searches for CEOs, CFOs, and other senior executives across many industry sectors. Shana spent almost 20 years in the healthcare and nonprofit sectors. She began her career as a certified recreation therapist in acute and long-term care. She then transitioned into management, ultimately serving in director-level roles in development, marketing, and communications. Most recently, she spent seven years as development director for KinderMourn, Inc. Shana graduated from the University of North Carolina at Chapel Hill with a BA in recreation therapy. She is a member of the Junior League of Charlotte, a founding board member for SouthPark Engineering and Robotics Clubs, and currently serves on the board of Loaves and Fishes. She and her husband have three children.
EPISODE TOPICS & RESOURCES
123: 4 Steps to Breakthrough Marketing for Nonprofit Leaders (Cheryl Williams)
SUMMARY
In an environment when the term “hybrid” represents a new layer of complexity for nonprofit programming, fundraising and communications, it’s easy to get lost in a flurry of activity without effectively marketing your nonprofit organization. As a nonprofit leader, how do you best determine what effective marketing and communication even looks like for your organization? Fortunately,Cheryl Hudgins Williamsbrings a career of for-profit and nonprofit experience to help you elevate your organization’s marketingin episode #123 of the Path Podcast. Cheryl and I discuss four steps you can take right now to better assess your marketing and communication strategies and become more effective in sharing what makes your nonprofit attractive to funders, volunteers and the communities you serve.
ABOUT CHERYL
With over two decades of corporate and nonprofit leadership including Marketing, Public Relations, Strategic Planning, Financial Management and staff Leadership and Development,Cheryl Williamsis the founder and CEO ofHudgins Williams Associates. During her twenty-two-year career at Procter & Gamble, Cheryl’s responsibilities included visibility and reputation building for domestic and global brands representing $30 billion in annual retail sales, and she served ten years as Vice President of the P&G Cosmetics Foundation and as a member of the foundation’s Board of Directors. Twenty years of nonprofit service includes leadership roles in multiple organizations and humanitarian projects in dozens of countries including Uganda, Niger, Nicaragua, Peru, Indonesia, the Philippines and India. She has served on the boards of directors of Baltimore Center Stage, the Baltimore School for the Arts, the Baltimore Design School, and United Lutheran Seminary. As a Senior Consultant atTecker International, she brings expertise in coaching and communications to a wide range of associations and other nonprofit organizations. Cheryl received the Advanced Certified Personal and Executive Coach certification from the College of Executive Coaching, and is credentialed by the International Coach Federation. She earned her B.S. in Computer Science at North Carolina State University, and both an M.S. in Business and an M.B.A. from The Johns Hopkins University. She is a native of New York City and now lives in Baltimore, Maryland.
EPISODE TOPICS & RESOURCES
122: How Nonprofit Leaders Can Jumpstart the Funder Partnership (Kelly Chopus)
SUMMARY
The partnership between nonprofit leaders and their counterparts at grant-making organizations is a critical one, andKelly Chopusunderstands both sides of this collaborative dynamic.In episode #122 of the Path Podcast, Kelly and I discuss what makes a nonprofit more attractive to funders, and what nonprofit leaders can do to better demonstrate their ability to maximize investments in their communities. Kelly offers specific advice as to what theRobins Foundationlooks for when it evaluates prospective nonprofits, and how nonprofit leaders can learn from key conversations that are occurring right now across the national philanthropic landscape.
ABOUT KELLY
Kelly Chopusis the president and Chief Executive Officer of theRobins Foundationin Richmond, Virginia, where she is responsible for the operations, management and grant making for the one of the region’s largest family foundations. Chopus previously served as Director of Community Relations for Goodrich Corporation in Charlotte, NC, where she supervised all global philanthropy, community relations and volunteerism. She also served as Vice President of Business Operations for the former WNBA Charlotte Sting and as an Associate Producer for the Salt Lake Organizing Committee for the 2002 Winter Olympiad. Chopus was awarded the 2012 Mover and Shaker Award by Business Leader Magazine, and in 2013 the Mecklenburg Times named her one of the 50 Most Influential Women in Charlotte. She has served on numerous nonprofit boards, task forces and committees across the country, including stints as a national board member for the Association for Corporate Contributions Professionals (ACCP), the U S Airways Education Foundation and regionally for the Southeast Council on Foundations (SECF). In 2015 she was appointed to the Friends of the Family Committee of the National Center for Family Philanthropy (NCFP) in Washington, DC and she co-chairs the Center’s Non-Family Staff networking group. In Richmond, Chopus serves as a board member for Chamber RVA and on the organizing committee for the Capital Region Collaborative. She is the proud wife of a non-profit executive and the even prouder mother of three smart, funny and compassionate young adults.
EPISODE TOPICS & RESOURCES
121: New Nonprofit CEO? 5 Keys to Success (Ken Fuquay)
SUMMARY
Have you wondered what it would be like to lead a nonprofit organization? Many talented professionals, both within and outside of our sector, are considering a move into senior leadership at a charitable organization, but are not exactly sure what to expect.Ken Fuquayis a great example of a talented professional who made a move later in his career to embrace nonprofit leadership. Thankfully, he’s not only embraced the challenges and opportunities of this profession, but has also considered five critical elements that will help you on your journey to nonprofit leadership, or help you excel within the role you already have. In episode #121 of the Path Podcast, Ken and I discuss staff development and team building, the critical function of working with your board, the importance of community engagement, the necessary steps to align your organization’s strategic plan, and most importantly, how to take care of yourself.
ABOUT KEN
Ken D. Fuquayis a son, a brother, a husband and friend who also happens to be an educator, business owner, ordained pastor, nonprofit CEO and someone learning to live in the unforced rhythm of grace. Ken earned a music degree at Emmanuel College, a Digital Media Certificate from Carolina School of Broadcasting and Master of Divinity and Master of Christian Education from Union Presbyterian Seminary. He is co-owner ofCarolina School of Broadcasting, planting pastor at M2M Charlotte and CEO ofLIFESPAN Services, Incorporated, a North Carolina non-profit that serves more than 1,000 individuals with intellectual and developmental disabilities across 23 NC counties.
EPISODE TOPICS & RESOURCES
120: Is Your Nonprofit Board Leading with Intent? (Jim Taylor)
SUMMARY
As Jim Taylor shared on episode #35 of the Path Podcast, conversations around race and inclusion are more prevalent than ever in nonprofit meeting rooms around the world. But are these discussions leading to significant change in the recruitment, make-up and leadership style for these same board leaders? That’s exactly what BoardSource’s latest Leading With Intent report set out to explore, and the results are fascinating. Jim returns to episode #120 of the Path, and shares all of the critical findings - and once again - offers advice for nonprofit board members and staff to apply to their leadership practices.
ABOUT JIM
As Vice President of Leadership Initiatives & Education, Jim focuses on leading BoardSource’s efforts to position nonprofit boards for stronger leadership on diversity, inclusion, and equity. This includes leading the organization’s work to spark and support understanding, action, and change at the board level on these issues; serving as an external representative, speaker, and writer; developing new resources and programming; and partnering with peer organizations around the country. Prior to joining BoardSource, Jim served as the Vice President of Multicultural Leadership at AARP, the Director of Community Relations and Director of Community Development at Capital One, Director of Product Innovation at Fannie Mae, and Corporate Relations Program Officer at the Fairfax County Office of Public Private Partnerships. Jim has served on boards of directors and advisory boards of multiple nonprofits, including Carpenter’s Shelter, the Latino Economic Development Center, the Housing Association of Nonprofit Developers, the Affordable Housing Conference of Montgomery County, Shelter House, and LearnServe International. Jim is from Long Island, New York and earned an MBA from the University of North Carolina Kenan-Flagler Business School and a BA from the University of Virginia.
EPISODE TOPICS & RESOURCES
119: Building A Career in Nonprofit Leadership (Elizabeth Abel)
SUMMARY
As more talented professionals enter the nonprofit sector, they are looking for ways to develop their skills, find the best professional development opportunities, and better navigate the personal and professional challenges that can inhibit success.Elizabeth Abelnot only works with nonprofit leaders across the country as they manage all of these issues, she’s also teaching the next generation of talent through her work at the Nonprofit Leadership Program at the University of Pennsylvania. Inepisode #119 of the Path Podcast, Elizabeth offers a wealth of knowledge about maintaining balance in your life and career, best practices for working with your board of directors, and what nonprofit leaders must do if they want to attract and retain the next generation of talent.
ABOUT ELIZABETH
Elizabeth Abelis an expert in nonprofit fundraising and powerhouse in philanthropy, having raised nearly half a billion dollars for nonprofit organizations. She is a Corporate Vice President atCCS Fundraising, a global fundraising consulting firm for nonprofits. In this role, Elizabeth designs, advises, and leads philanthropic capital campaigns that equip nonprofits with the resources and revenue to achieve their mission and have the greatest benefit to the communities they serve, driving sustainable social change and positively impacting tens of thousands of lives. Beyond CCS, Elizabeth is a professor at theUniversity of Pennsylvania’s Nonprofit Leadership Program, where she educates and empowers students to drive social change through philanthropy. She regularly presents at industry conferences, leads workshops for nonprofit professionals, and publishes articles on trends in philanthropy. Elizabeth also has an active social media presence. HerInstagram (@ElizabethBerniAbel) offers nonprofit industry insights and fundraising tips. She lives in New York City with her husband and daughter and is an avid traveler, hiker, and tea drinker.
EPISODE TOPICS & RESOURCES
118: Embracing the Power of Philanthropy as a Nonprofit Leader
SUMMARY
Philanthropy is the lifeblood of nonprofit organizations, but the acquisition of charitable dollars can be a motivational barrier for many nonprofit leaders. We all have hang-ups about money, and that can hurt our enthusiasm to actually ask for funds for the causes we care deeply about.Charles Thomashas been on both sides of philanthropy, as an executive director of two organizations, and now the Program Director for a national foundation making investments in critical community needs. Inepisode #118 of the Path Podcast, Charles breaks down these barriers to fundraising and offers practical advice to help you turn your hesitation into enthusiasm for the investments you’ll be seeking.
ABOUT CHARLES
Charles Thomasjoined theKnight Foundationin February of 2016, and under his leadership the Foundation has invested over $25M in the Historic West End, the Charlotte Mecklenburg Library and in numerous Charlotte arts and local journalism initiatives. Raised in Charlotte, Thomas is the former executive director of Queen City Forward, a hub for entrepreneurs who have business ideas that address social needs. Prior to leading Queen City Forward, he served as the education director ofThe Light Factory Contemporary Museum of Photography and Film. A professional photographer, Thomas co-published a book of photography and stories with authorValaida Fullwoodtitled“Giving Back: A Tribute to Generations of African American Philanthropists.”In addition to winning the 2012 Terry McAdam Book Award, Thomas and Fullwood partnered with Johnson C. Smith University to create and launch a traveling exhibition titled the “Soul of Philanthropy: Reframed and Exhibited.” He serves on the board of trustees of Charlotte Mecklenburg Library and is an active member of the New Generation of African American Philanthropy giving circle. Thomas earned a bachelor's degree in economics from Duke University. He lives in Charlotte with his wife, Micaila Milburn, and their three sons.
EPISODE TOPICS & RESOURCES
117: 3 Keys to Effective Nonprofit Leadership (John Bennett)
SUMMARY
The study of nonprofit leadership requires the review of a wide array of topics, skills and experiences, especially as you try to identify the keys to success in the philanthropic sector. Where can you turn for advice on ways to improve your leadership skills? Well, to assure a deeper dive into these sometimes intangible leadership factors,John Bennettproved to be the perfect guest onepisode #117 of the Path Podcastto offer practical advice on the three distinct elements on which you should focus as a nonprofit leader. John brings three decades of leadership experience, including his current writing, research and teaching on the subject of leadership.
ABOUT JOHN
Dr. John Bennettis a professor of business and behavioral science and director of graduate programs for theMcColl School of Businessat Queens University of Charlotte. As a faculty member, he teaches graduate courses in executive coaching, leadership, and interpersonal and group dynamics. He has nearly 30 years of industry experience, including work as C.E.O. of an American Red Cross biomedical services division, where he led pharmaceutical manufacturing and distribution operations, and the development and delivery of essential human services. As an executive coach and consultant, Dr. Bennett helps individuals, teams, and organizations in a variety of industries prepare for and excel through change. He has written two books:Leading the Edge of ChangeandThe Essential Network.He was named a charter Fellow in The Lewin Center and a Founding Fellow of the Institute of Coaching, which is an affiliate of Harvard Medical School.
EPISODE TOPICS & RESOURCES
116: Is It Time for a Capital Campaign? (Cindy Clark)
SUMMARY
As we move through the pandemic, numerous factors are influencing nonprofit leaders to consider whether now is the time to launch a capital campaign. Pent up demand, relatively good economic conditions, competition from other nonprofits - and just a restlessness from staff and board - may all be pushing you to what feels like an inevitable fundraising effort. But are you and your nonprofit really ready? My colleague Cindy Clark is the perfect one to answer this question, and she and I discuss five keys to evaluating campaign readiness inepisode #116 of the Path Podcast. Cindy has nearly four decades of experience running campaigns and consulting nonprofit leaders on their campaign readiness, and she can help you understand the key elements necessary to assure campaign success.
ABOUT CINDY
Cindy Clarkjoined the PMA team with more than 35 years of experience in nonprofit leadership, strategic planning, management, development, and marketing. Her background includes work in healthcare, higher education, and the independent school sectors. Most recently, Cindy served for nine years as a member of the Senior Leadership Team and Vice President for Development with Hospice & Palliative Care Charlotte Region, where she managed a successful $10 million capital campaign to build Levine & Dickson Hospice House. She previously served for 14 years as Director of Advancement at Gaston Day School, an independent school in Gastonia, NC. Cindy began her career in Advancement at Belmont Abbey College, where she served first as Director of Public Relations and later became Director of Development. At PMA, she consults with a broad spectrum of nonprofit organizations, including education, social services, economic development, and arts clients. Cindy received a bachelor's degree in English Education from Appalachian State University and is a Certified Fundraising Executive (CFRE). She is a former board member and President of AFP Charlotte and a former recipient of their Outstanding Professional Fundraising Executive Award.
EPISODE TOPICS & RESOURCES
115: Need to Recharge Your Nonprofit Career Plan? (Patton McDowell)
SUMMARY
While the new year gets most of the attention as the time for personal resolutions and career planning, the summer may be an even better time for personal and professional reflection, and a great time to re-evaluate your path to nonprofit leadership. Inepisode #115 of the Path Podcast, Patton offers a solo summary of two key planning instruments that can help with your nonprofit career planning. You’ll be able to assess where you stand on the 10 essential skills and experiences for nonprofit leadership, and how to build on that self-assessment using a personal SCOT Analysis (strengths, challenges, opportunities and threats).
ABOUT PATTON
Patton McDowellhas enjoyed a successful 30-year career in nonprofit leadership, strategic planning, and organizational development. His consulting practice has allowed him to work with more than 240 organizations throughout the Southeast, including nonprofits focused on healthcare, education, arts & culture, and human services. Prior to founding PMA Consulting in 2009, he served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. Patton is a native of Elizabeth City, NC, and received a bachelor's degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Education (Organizational Change and Leadership) from the Rossier School at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board President of AFP Charlotte, served as the Chapter Representative on the AFP International Board, and is the host of the weekly podcastYour Path to Nonprofit Leadership.
EPISODE RESOURCES
114: Leadership, Track Record & Sustainability: How Does Your Nonprofit Stack Up? (Tom Lawrence)
SUMMARY
It’s common for a nonprofit leader to wonder what a prospective funder is thinking as he or she evaluates your organization for a potential investment. Fortunately,Tom Lawrenceis happy to share the frameworkThe Leon Levine Foundationuses to evaluate hundreds of grant applications it receives every year. Tom serves as the President of the Foundation, and he and his team use a framework for evaluation that you’ll find valuable to prep for ANY donor or prospect meeting or grant application. Tom and I discuss what amounts to the “big three” for the Foundation: evidence of Leadership, evidence of a Track Record, and evidence of Sustainability. Tom defines each, and provides practical insight that will help you assess where you stand in each category.
ABOUT TOM
Tom Lawrenceis the President and a member of the Board of Directors withThe Leon Levine Foundationas well as Chief Financial Officer of the Levine family office. Tom joined the family office in 2002 to oversee the personal finances, tax compliance and investment portfolio management for the family and its Foundation. As President, Tom is responsible for directing the overall staff, program, and administrative activities of the Foundation. He works closely with the board to develop the Foundation’s vision and strategies. He previously worked in the Family Wealth Planning division of Arthur Andersen in Charlotte and with the general services group of McGladrey & Pullen in Richmond, Virginia. Born in Nashville, Tennessee, Tom is a graduate of the University of Richmond. He and his wife, Gina, have two children.
EPISODE TOPICS & RESOURCES
113: How to Balance the Mission and the Business as a Nonprofit Leader (Jim Warren)
SUMMARY
Many nonprofit leaders struggle to maintain their passion for the organization’s mission as they grapple with the management realities required to run a complex nonprofit business. If you’re wrestling with that “mission versus business” tug-of-war, Jim Warrenis the perfect person to know. Jim is the Executive Director of theCarolina Raptor Center, and brings his energy and wisdom from 40 years in the nonprofit sector toepisode #113 of the Path Podcast. Jim and I discuss what’s helped him maintain his passion over the years as well as the practical approach he’s taken to leadership development, life-long learning and building a team of talented staff and board members.
ABOUT JIM
Jim Warrenhas been at theCarolina Raptor Centersince January of 2006, and has served as its Executive Director since May of 2011. Jim’s journey in nonprofit leadership began as an intern with the Charlotte-area YMCA, and led to a job offer from that organization before graduating from Appalachian State University in Boone, NC. He continued to develop his leadership skills as the Superintendent of Aquatics for Mecklenburg County, NC, and then as Associate Executive Director for the YMCA of Greater Charlotte and Chief Operating Officer for the Upper Marlboro YMCA in Rock Hill, SC. He returned to the Raptor Center as the Vice President and Chief Operating Officer and then assumed the senior role. Jim notes the best part of his job is working with others who are passionate about CRC, both staff and volunteers. (Who wouldn't love driving into a nature preserve each day?). IN case you were wondering, if he were reincarnated as a raptor, he would be a Great Horned or Barred Owl, “because they seem laid back, but they know how to get down to "business, and are extremely protective of their families.” Jim enjoys mountain biking, snow skiing, hiking, spending time with my family, reading, and listening to music.
EPISODE TOPICS & RESOURCES
112: How to Shift the Nonprofit Narrative on Diversity, Equity & Inclusion (Samara Hakim)
SUMMARY
Most nonprofit leaders are saying the right things about their approach to diversity, equity and inclusion, but making genuine progress on difficult issues of difference is easier said than done. Samara Hakimproved to be the perfect guest to discuss these challenges - and opportunities - as she equips leaders to better work with those different than themselves. Samara leads an international consulting practice calledCulturGrit, and has worked across countries, languages and countless differences. She will not only help you identify the problems that limit many nonprofit leaders and their boards, but also help you identify practical ways to move forward. She also shares great insight about how nonprofits can better engage their for-profit partners for financial support and much more.
ABOUT SAMARA
Samara Hakim, JD, is the Founder ofCulturGrit, LLC, and an international culture and inclusion thought leader, data strategist, speaker, writer, and facilitator. She equips leaders with the cultural intelligence to work with those who are different by mitigating bias and integrating culture into business practices and metrics. Samara has over 10 years of experience in communication and conflict management, diversity, equity and inclusion, implicit bias impact and culture transformation. She has worked on projects for Fortune 500 and 100 companies, and facilitated workshops in multiple languages for-profit and non-profit organizations, start-ups, and educational institutions. She was honored with the 2018 Women of Excellence Entrepreneur Award by Diversity Professional Magazine and the American Honda Premier Partner Award. Prior to founding CulturGrit, Samara was Director of Operations and Senior Advisor at a firm later acquired by Ernst and Young. Samara’s work has been copyrighted, and she has been featured in a book on global leadership and in several media outlets and podcasts. She holds an Advanced Certificate in Intercultural Management from the University of Notre Dame and a Juris Doctor from the University of Oregon School of Law. She received her BA in History and BA in Political Science from the University of Portland. Samara grew up in Lebanon and is fluent in French, Arabic, and English, and conversational in Spanish. You can email her atsamara@culturgrit.com.
EPISODE TOPICS & RESOURCES
111: The Importance of Strategic Visioning as a Nonprofit Leader (Chris Jackson)
SUMMARY
There are many essential elements to successful nonprofit leadership, but perhaps none more important than an ability to conceive and implement a strategic vision. Chris Jackson has demonstrated that exact skill, and shares it with our listeners onepisode #111 of the Path Podcast. Chris leadsGoodwill Industries of the Southern Piedmont, one of the largest nonprofits in the Southeastern United States. He talks about how he’s incorporated different experiences throughout his leadership journey, and how they now apply to his staff and board development, his focus on organizational culture, and how he continues to manage a large organization with agility and focus.
ABOUT CHRIS
Chris Jacksonis President and CEO ofGoodwill Industries of the Southern Piedmont; he has held this position since June 2017. Chris joined Goodwill in November 2010 as VP of Strategic Planning & Organizational Development. Later, as Executive VP of Workforce Services & Organizational Development, Chris implemented a bold strategic plan resulting in a redesign of client services, increased partnerships with other agencies, improved team member engagement, and new, dynamic partnerships at the Goodwill Opportunity Campus. At Goodwill, Chris leads with purpose and a commitment to creating a culture of support for all individuals to see possibilities, seize opportunities and prosper. A commitment to partner with people in a way that promotes dignity and builds on the inherent strengths everyone possesses. A commitment to serve others with excellence regardless of their background, circumstance, or color of their skin. Chris is actively involved in the community as a member of the Board of Directors for Charlotte Works Charlotte Rotary, and the Charlotte-Mecklenburg Housing Partnership. He is chair of the Charlotte Mecklenburg Workforce Development Providers Council, a member of the Greenlight Fund Selection Advisory Council, Mecklenburg Executive Collaborative Steering Committee, and the City of Charlotte’s Public-Private Partnership on Racial Equity. Chris enjoys riding motorcycles, working on home projects and attending jazz concerts. He and his wife Renee live in Charlotte, and have three adult children and four grandchildren.
EPISODE TOPICS & RESOURCES
110: 3 Challenges All Nonprofit Leaders Will Face (Sheryl Aikman)
SUMMARY
While moving out of the pandemic provides a sigh of relief for nonprofit leaders everywhere - as well as a host of strategic opportunities - there are also some key challenges that must be addressed. Fortunately, the national perspectiveSheryl Aikmanbrings toepisode #110 of the Path Podcastwill help you identify these potential challenges that could inhibit your nonprofit’s success. In particular, Sheryl and I discuss the potential blind spots about which nonprofit leaders must be aware, including issues of alignment, assets and access. Sheryl also has invaluable advice about the risks nonprofit leaders will face in addressing these challenges – caution, complexity and co-creation - and more importantly, what to do about them.
ABOUT SHERYL
Sheryl Aikman is the Principal for Alenda Consulting LLC, and an accomplished nonprofit professional with expertise in philanthropic advising and structures, asset development, gift planning and operations. During a five-year period ending on June 30, 2020, she led community foundation fund development, planned gift and nonprofit relationships resulting in $136 million in contributions and the creation of over 400 charitable funds, gift annuity, trust and expectancy agreements for theCommunity Foundation for Western North Carolina. She has significant experience cultivating, facilitating and closing major and deferred gifts from $10,000 to $5+ million, using variety of gift structures, assets and gift vehicles. Sheryl received her Master’s in Nonprofit Management from Case Western Reserve University (Cleveland, Ohio), and her B.A. in English from Davidson College (Davidson, NC).
EPISODE TOPICS & RESOURCES
109: Next Generation Talent: Does Your Nonprofit Have a Plan? (Righteous Keitt)
SUMMARY
Success as a nonprofit leader does not necessarily require years of experience. Inspiration can occur at any age, and the question simply becomes doing something about it. Inepisode #109 of the Path Podcast, I was fortunate to speak with exactly the kind of young nonprofit leader that has much to offer our sector, and someone who did not “wait for his turn” to make a difference.Righteous Keittwas drawn to philanthropy at an early age, and started his first 501c3 at age 15 to help the homeless population in Charlotte, NC. After honing his skills through volunteer and internship opportunities withGeneration NationandProfound Gentlemen, he’s continued his organizational leadership and community activism as a full-time student at UNC Chapel Hill. Righteous and I discuss many of the lessons he’s learned as a young nonprofit leader, and the great opportunities he sees for nonprofits to better attract and retain talented future leaders just like him.
ABOUT RIGHTEOUS
Righteous Keittis a community activist and a junior at the University of North Carolina at Chapel Hill, where he was awarded a full Pogue Scholarship. Keitt realized his passion for community service at a young age, and in high school started a non-profit to help the homeless in Charlotte gain access to daily toiletries. He has mentored over three hundred students, and in 2019, was the youngest recipient of a North Carolina Heritage Award alongside trailblazers like former Charlotte Mayor Harvey B. Gantt. Last year Righteous was featured as part ofMen’s Health Magazine’s The 2020 Project, which recognized the “Top 20 Twenty-Year Olds of 2020.” Keitt now serves as a Board member for the nonprofitGeneration Nation, and in the future, wants to continue his non-profiteering and activism while also giving back to the Carolinas, the place that has given him many opportunities and a chance to explore his potential.
EPISODE TOPICS & RESOURCES
108: What is Giving Done Right? (Phil Buchanan)
SUMMARY
What are the critical issues facing nonprofit leaders right now, and how do they impact the funders that support their efforts? That’s exactly the question I posed in this bonus episode #108 of the Path to Phil Buchanan, who has led the Center for Effective Philanthropy for nearly 20 years. CEP has studied many of the key issues facing our sector, and Phil is uniquely qualified to identify the key trends that will affect nonprofit leadership as we move through the pandemic and try to determine what, if anything, will be different going forward. He is optimistic that some of the creative leadership tactics demonstrated over the last year will be further rewarded by funders, and helps illustrate how nonprofit leaders can best position themselves for future success.
ABOUT PHIL
Phil Buchanan, president of the Center for Effective Philanthropy, is a passionate advocate for the importance of philanthropy and the nonprofit sector and deeply committed to the cause of helping foundations and individual donors to maximize their impact. Hired in 2001 as the organization’s first chief executive, Phil has led the growth of CEP into the leading provider of data and insight on philanthropic effectiveness. Phil is author of Giving Done Right: Effective Philanthropy and Making Every Dollar Count, published in 2019 by Public Affairs and named the “Best Philanthropy Book of the Year” by Inside Philanthropy. He is co-host of a podcast, also called Giving Done Right, with CEP’s Grace Nicolette. Phil is a frequent blogger for the CEP Blog, author of op-eds that have appeared in publications such as The Financial Times and The Boston Globe, and a frequent commentator on philanthropy in the media. Phil is co-founder of YouthTruth, an initiative of CEP’s designed to harness student perceptions to help educators and funders accelerate improvements in K–12 schools and classrooms. In 2016, he was named the Nonprofit Times “influencer of the year” and he has been named nine times to that publication’s “Power and Influence Top 50” list. Phil serves on the boards of directors of Philanthropy Massachusetts and the National Council on Aging. Phil lives in Concord, Massachusetts with his wife and their two daughters.
EPISODE TOPICS & RESOURCES
107: How To Engage The 3 Distinct Types of Funders (Sybil Ackerman-Munson)
SUMMARY
Every nonprofit leader rehearses their perfect case for support in anticipation of a donor meeting. And while the ability to deliver a clear and compelling vision for your organization is critical, an often-overlooked part of your preparation is considering exactly what type of major donor you are about to encounter.Sybil Ackerman-Munsonoffers a fascinating assessment of the three types of donors you’re likely to face inepisode #107 the Path, and as she makes clear, their motivations are very different. Having worked with many major donors and foundations to give away millions, she knows if you approach them with a one-size-fits-all appeal, your chance of success diminishes dramatically. What are the differences between a Sustainer, Campaigner and Launcher donor? You’ll not only understand the differences after listening to our conversation, but also come away with practical strategies to approach any of the three.
ABOUT SYBIL
Sybil Ackerman-Munsonis the President ofDo Your Good ™ LLC, and has over twenty years of experience as a nonprofit professional and foundation advisor. She taps into the vast experience and knowledge she has acquired from helping donors give away over $45 million in donations large and small. Sybil offers step-by-step guides through on-line courses, a podcast series with inspiring interviews calledDo your Good, and resources so that her students can jump to the front of the line and waste no time in making a true and lasting positive contribution to the world. Her website describes all Sybil is about atwww.doyourgood.com. Her course, Crack the Code: Sybil’s Step-by-Step Guide to Successful Philanthropy, is now available for a limited time to a small number of students, linkhttps://www.doyourgood.com/crack-the-code.
EPISODE TOPICS & RESOURCES
106: Failure is What It’s All About (Steven Lavine)
SUMMARY
WhenSteven Lavinetook the role of President atCalArtsin 1988, the school - an experimental arts institution located just north of Los Angeles - was in danger of going bankrupt. In 1994, the Northridge earthquake rendered the campus uninhabitable. But Lavine piloted the school through those stormy waters, and today CalArts is thriving, with an endowment of $152 million and a ranking that places it among the top 10 fine arts schools in the country, according toU.S. News & World Report. The school is the cradle of many Academy Award and Pulitzer Prize winners, of Mellon and Guggenheim Fellows, and a hotspot of American creativity. For all of the successes Steven could rightfully celebrate, our conversation was even better because he is quick to point out the failures he’s experienced, and more importantly, what he’s learned from them. We discuss these critical learnings inepisode #106 the Path, and even better, you can learn these valuable nonprofit leadership lessons too.
ABOUT STEVEN
Dr. Steven D. Lavine is the former president of theCalifornia Institute of the Arts. He was appointed its president in 1988 after serving as associate director for arts and humanities at theRockefeller Foundation, and stepped down from that position and assumed the role President Emeritus in June 2017 after 29 years in the post. As the third president of CalArts, Lavine oversaw the naming ofThe Sharon Disney Lund School of Dance, The Herb Alpert School of Music, andREDCAT, the Roy and Edna Disney CalArts Theater that opened in the Walt Disney Concert Hall in downtownLos Angeles. He is graduate of Stanford University (BA) and received a master's and doctorate in English and American literature from Harvard University. Lavine is married to writer and artistJanet Sternburg.
EPISODE TOPICS & RESOURCES
105: The Nonprofit Leader’s Guide to Demystifying Donor Advised Funds (Catherine Warfield)
SUMMARY
While the knowledge required for successful nonprofit leadership is extensive, one area that can be challenging - and even intimidating - is legacy or planned giving. Complicating this subject are the various philanthropic vehicles many donors are using, especially the increasingly popular Donor Advised Fund. What are they? How do they work? How can your nonprofit better engage the donors who use them? These are exactly the questionsCatherine Warfieldand I discuss inepisode #105 the Path, as she brings her expertise and practical insight to explain these important concepts. Catherine also provides great reminders about the partnership potential that is available at your local community foundation, and how you can better identify and utilize the resources you may not know exist.
ABOUT CATHERINE
Catherine serves as Senior Vice President, Philanthropic Advancement atFoundation For The Carolinas, leading a team dedicated to business development and relationship management for the Foundation's three centers for giving: Center for Personal Philanthropy, Center for Nonprofit Sustainability and Center for Corporate Philanthropy. During her tenure at FFTC, most of her client work has been with individuals and families on current gifting strategies, legacy planning, and multi-generational family engagement and grantmaking. In addition to her management responsibilities, she maintains a portfolio of significant family and foundation relationships. Catherine has been with FFTC since late 2007 after previously working for RBC Bank in Charlotte in the Treasury Management and Mortgage departments. She is a graduate of UNC Chapel Hill and obtained her CFP certification in 2013. Catherine previously served on the Board of Directors for the North Carolina Blumenthal Performing Arts Center, the Board of Managers for the Childress Klein YMCA and the Board ofCrisis Assistance Ministry.
EPISODE TOPICS & RESOURCES
104: The 3 Dimensions of All Nonprofit Board Challenges (Mary Hiland)
SUMMARY
Maximizing the talent of your board of directors is an ongoing objective for a nonprofit executive, but creating a healthy engagement with the board is difficult if you are facing any number of issues, from micromanagement to apathy. What are the underlying issues that create challenges for you and your board, and how do you address them? That’s exactly whatDr. Mary Hilandand I discuss inepisode #104 the Path, and she brings 40 years of nonprofit experience to help diagnose our board problems, and more importantly, determine how to fix them. Sharing a preview of her soon-to-be-released bookLove Your Board! The Executive Directors’ Guide to Discovering the Sources of Board Troubles and What to do About Them., Mary differentiates all board problems as the result of an issue of Capacity, Connection or Culture. Listen and learn about how to identify these issues and work with your board to re-engage them, and get back to focusing on your mission.
ABOUT MARY
Mary Hiland, Ph.D., guides nonprofit leaders to ignite and unleash the full potential of their boards. Mary has over 40 years of hands-on experience in the non-profit sector, as an executive director and consultant, bringing credibility and confidence to nonprofit leaders who know she understands because she’s “been there.” Mary is a speaker, published author, and researcher. She has presented at numerous conferences, workshops, and taught at San Jose State University. Her podcast,Inspired Nonprofit Leadership, gives nonprofit leaders insights and inspiration to be even more effective. Learn more about Mary by visiting her website:www.HilandConsulting.org
EPISODE TOPICS & RESOURCES
103: Effective Nonprofit Leadership in a Virtual World (Heather Burright)
SUMMARY
While nonprofit leaders are welcoming a gradual return to in-person meetings and events, the virtual access required during the pandemic will remain an operational reality going forward. For many leaders, the prospect of more online meetings and trainings is frustrating, but how can you make the best of this reality and in fact leverage the technology to improve the effectiveness of your virtual platforms to increase the engagement of staff, board and volunteers? That’s exactly what I discuss withHeather Burright inepisode #103 the Path, as she brings her expertise in instructional design to help nonprofit leaders contemplate improvements to their staff and board meetings, reconsider how they do trainings for staff and volunteers, and how they can more effectively onboard new employees in a remote setting.
ABOUT HEATHER
Heather Burrightis the founder and CEO ofSkill Masters Market, and specializes in creating dynamic, people-centric solutions that drive business goals and accelerate career development. With her comes expertise in strategies for diversity, equity, and inclusion; instructional design; and change management. She’s dedicated to identifying core competencies that are needed to see real results and to creating the strategies and solutions needed to develop those competencies. She helps nonprofits stand out, achieve their mission and goals, and build trust and credibility through learning - even in a virtual world.
EPISODE TOPICS & RESOURCES
102: Leading A Nonprofit Through Dramatic Growth (Rob Harter)
SUMMARY
It seems obvious that most nonprofit leaders hope to grow their impact and increase the numbers they serve, but are they really ready for dramatic growth? Growth without planning can create all kinds of problems, which makes the thoughtful leadership ofRob Hartereven more helpful as a guide to program growth and strategic expansion. Rob serves as the Executive Director of theChristian Center of Park Cityin Utah, and is active in multiple nonprofit associations. Inepisode #102 the Path, we discuss how he’s managed the dramatic growth at CCPC, including the focus on hiring talent, the evolution of his board of directors, his approach to fundraising and strategic planning, and how he’s positioning the organization as it approaches its 20th anniversary.
ABOUT ROB
Rob Harter is an executive professional with over 24 years of experience in leading and building non-profit organizations, leveraging resources and managing organizational growth. In 2010, he became the Executive Director of CCPC (Christian Center of Park City), a humanitarian and community-focused non-profit organization with a bold vision to serve as a leading networker of community services to those in need. Rob is currently the Host of theNonprofit Leadership Podcast, and he serves as the Chair of Utah's MLK Jr. Commission for Human Rights. He also serves on the Board for theUtah Nonprofits Association, serves as a Ski Chaplain for the Park City Mountain Resort, coaches local youth basketball and soccer. Rob has also served as a board member for both locally and globally-focused non-profit organizations including serving on the board for Mountainlands Housing, and is a Park City Leadership Class Alumnus. In addition to playing College varsity basketball, he loves deep powder skiing, hiking 14-thousand-foot mountains, devouring great books, traveling to new places and coaching his children’s sports teams. Most of all, he loves spending quality time with his amazing wife and children.
EPISODE TOPICS & RESOURCES
101: How to Energize Your Nonprofit’s Social Media (Dana Snyder)
SUMMARY
Do you find your nonprofit’s digital marketing strategy is simply reacting to the latest social media craze? As a nonprofit leader, you’re not alone, and you simply don’t have the time or resources to flounder around in a space that is increasingly important to the engagement of critical friends and donors to your organization. Fortunately,Dana Snyderis the perfect person to talk about this dilemma, and brings a much-needed focus to digital strategy in episode #101 ofYour Path to Nonprofit Leadership. We discuss how to best create a digital strategy for your nonprofit, and how to best invest limited budget to assure effective communication to your key constituents. Dana also sheds light on the varied motivations behind different generations of donors, and how you can better encourage their loyalty and financial support. Finally, she shares some of her checklist to hire the right social media staff for your nonprofit.
ABOUT DANA
Dana Snyder is an entrepreneur, digital strategist, and passionate conscious consumer. She foundedPositive Equationin 2017 with a focus on helping nonprofits cultivate passionate online audiences of donors, partners, and advocates using social media. She offers a uniqueMissions to Movements program, a 6-month mastermind for innovative nonprofit leaders ready to build a sustainable digital fundraising process, cultivate a passionate online audience and find impact-driven corporate partners to grow brand awareness. Currently based in Atlanta, Dana has worked with Movember, Dress for Success, USTA, Honest Company, Sports Illustrated, American Idol, The Global Foodbanking Network, The Gary Sinise Foundation, LA84 Foundation, and many more on their digital strategies. Dana is a member of the Purpose Collaborative, an invitation-only, global group of 40+ boutique firms, consultancies, and subject matter experts, all passionate about social purpose. Dana graduated with a Bachelor’s Degree in Advertising and Public Relations from the University of Central Florida.
EPISODE TOPICS & RESOURCES
100: Leadership Lessons from the First 100 Episodes (Patton McDowell)
SUMMARY
Reaching the 100-episode milestone onYour Path to Nonprofit Leadership was a wonderful journey thanks to incredible nonprofit leaders who were willing to share their wisdom and experiences with our listeners. Chris Delisio, our guest on episode #24 on the Path, offered to rejoin the show and interview me about the experience since the inaugural episode on November 21, 2019. Our discussion lifted up many fantastic episodes and the leadership lessons each one produced. Three categories emerged: productivity and management tips, leadership and career development advice, and of course, the best book recommendations and resources our guests could offer.
EPISODE TOPICS & RESOURCES
Ten Book Recommendations
099: Moving Through the Pandemic: What Do We Do Now? (Michael Marsicano)
SUMMARY
As one of the most popular guests onYour Path to Nonprofit Leadership, it seems only fitting to bring backMichael Marsicanoas the podcast completes its first 100 episodes. On his first visit to the Path (episode #32), Michael raised important questions - and offered key insight - on the role of philanthropy as nonprofit leaders grappled with a global pandemic in April of 2020. A year later on episode #99, he continues to address many of the important questions that remain, and shares more about the specific programs theFoundation For The Carolinasand its funders are bringing to the communities it serves. In addition to the organizational leadership the FFTC provides, Michael sheds light on his personal leadership style and how the last year has affected his approach to strategy, team building and lifelong learning.
ABOUT MICHAEL
Michael Marsicano is President and CEO ofFoundation For The Carolinas, the community foundation serving Charlotte and the surrounding 13-county region. The Foundation leads a variety of civic leadership initiatives in areas such as affordable housing, economic opportunity, public school reform, the arts and the environment. Since Dr. Marsicano joined the Foundation in 1999 its assets have grown from $245 million to now more than $2.6 billion. During that time, FFTC rose from the 35th largest community foundation in the U.S. to currently the 6th largest, and now manages nearly 3,000 charitable funds. During his tenure, contributions to FFTC-held funds have exceeded $4 billion and grant awards to nonprofits total more than $2.8 billion. Dr. Marsicano joined FFTC after serving as President and CEO of theArts & Science Councilin Charlotte for 10 years. During his tenure, the United Arts Fund moved to the nation’s highest in per capita in annual giving and became one of the largest endowed arts councils in the U.S. A native of New York, Dr. Marsicano received his Bachelor of Science, Master of Education and Doctor of Philosophy from Duke University. He is married to the Rev. Leslie Montfort Marsicano, also a graduate of Duke University and the Duke Divinity School.
EPISODE TOPICS & RESOURCES
98: Embracing Kinship as a Nonprofit Leader (Charlie Elberson, Diane Gavarkavich, Whitney Feld)
SUMMARY
When a prospective funder asks you how to define success for your nonprofit, how do you answer? It seems like a straightforward question, but it usually leads to the more important question: how do you know if you’ve achieved it? These questions lead to a fascinating conversation withCharlie ElbersonandDiane Gavarkavichabout the funder perspective, the importance of measurement and outcomes, and the fundamentals of kinship that will help you make your case. Thanks toWhitney Feldat theFoundation For The Carolinasfor putting this episode together!
ABOUT CHARLIE, DIANE & WHITNEY
Charlie Elbersonis a 35+-year ad agency veteran, he helpsWray Ward, Charlotte’s largest agency, create brilliant marketing and branding strategies for their clients. On top of that, he’s been the Trustee of Reemprise Fund, making game-changing grants for visionary non-profits using a venture philanthropy model. Since 2008, the Fund has distributed over $7 million in grants.
Diane Gavarkavichis the founder and principal consultant ofDTG Community Services. A community researcher and program evaluator, she primarily works with non-profit organizations to evaluate their processes, outcomes, and impact. Diane holds a B.S. and Ed.D. from Vanderbilt University as well as an MPH and nonprofit leadership certificate from UNC Chapel Hill.
Whitney Feldserves as Vice President of Philanthropic Advancement atFoundation For The Carolinas. During her tenure at FFTC, most of her client work has been with individuals and families on current gifting strategies, legacy planning, and multi-generational family engagement and grant making. She holds a B.F.A from Miami University, an M.S.T from Pace University, and a J.D. from the Charleston School of Law.
EPISODE TOPICS & RESOURCES
· Gregory Boyle’s bookBarking to the Choir: The Power of Radical Kinship
· Gregory Boyle’s book Tattoos on the Heart
· Check out the resources available at the Community Tool Box
· Apply to join one of PMA’s Mastermind Programs!
97: Nonprofit Leaders: When is it Time to Leave? (Kathy Ridge)
SUMMARY
On your path to nonprofit leadership, you will face difficult decisions about whether it is the right time to leave your organization. This decision can be even more difficult if you are the leader of your nonprofit and have dedicated countless hours to the cause and feel genuine concern for its well-being after your departure.Kathy Ridge, our guest onepisode #97 of the Path Podcasthas helped dozens of nonprofit leaders and their organizations manage transition. She has great advice about how to determine the best time to leave, how you can assure a smooth transition, and what boards of directors can do to effectively evaluate interim solutions.
ABOUT KATHY
Kathy Ridgeis the founder ofLevRidge Resources, LLCbased in Charlotte, NC. Formerly a corporate Executive VP at Wachovia Corporation and the Executive Director of two nonprofits, Kathy has deep experience in leadership, problem assessment and organizational 'turnarounds'. Her finance background, coupled with her years in the nonprofit sector, has given Kathy the knowledge and practical application in being an innovative visionary who can get her hands dirty in tactical implementation. She has served on the boards of the Charlotte Symphony, Child Care Resources, The Women's Impact Fund, The Arts Education Committee of the Arts and Science Council, The Advocacy Committee at First Presbyterian Church and leadership roles on the boards of the Davidson College Friends of the Arts Board, and the Humane Society of Charlotte. In addition to leading LevRidge Resources, Kathy has written and presented on Board and Nonprofit Governance; Succession Planning; Business Essentials for Nonprofits; among other subjects. She taught “Evaluating Nonprofits: Measuring what Matters” in Wake Forest University’s Nonprofit Essentials course for four years. She has been invited to moderate community panels on a variety of social justice and equity issues. Kathy also helped lead the development of a national set of standards, “Guiding Principles for Executive Transition and Leadership Continuity” for consultants to nonprofits across the U.S.
EPISODE TOPICS & RESOURCES
96: Getting a Grip on Uncertainty as a Nonprofit Leader (Gail Bower)
SUMMARY
Still feeling a bit paralyzed in your strategic planning given the uncertainty that surrounds us? This is a perfect time to utilize the talents of a futurist, and that’s exactly the skillGail Bowerbrings toepisode #96 of the Path Podcast. Gail provides a clear framework to activate your nonprofit’s strategic planning in a way that’s both practical and engaging for staff and board volunteers. Equally important to your strategic planning effort is Gail’s advice about generating greater value for your corporate sponsors (and more revenue for you), and her reminders about the fundamental marketing plan that your nonprofit may be lacking.
ABOUT GAIL
Gail Boweris the founder and president ofBower & Co. Consulting LLC, a revenue strategy firm that works with mission- or purpose-driven organizations to uncover and develop reliable sources of revenue that also drive their social or environmental missions. Gail launched Bower & Co. in 2005, but she has been focused on revenue generation and enhancement, working with organizations of all sizes and scope, for over 30 years. She’s worked with companies like AT&T, Coca-Cola, Coors, Essence Magazine, Gibson Guitar, Sunoco, Mercedes-Benz., Folger Shakespeare Library, the New Orleans Jazz & Heritage Foundation, the Newport Jazz Festival, the Social Enterprise Alliance, and the Women’s Business Enterprise National Council. Trained as a futurist, Gail studies where society is headed, what trends are on the horizon, and how these trends impact her clients’ businesses. Gail has been interviewed about her work by Marketplace, the New York Times, the Wall St. Journal, Time magazine, U.S. News & World Report, and as a writer, she created the guidebook How to Jump-start Your Sponsorship Strategy in Tough Times. She’s working on new book, entitled Money + Mission: The New Partnership to Engage Employees, Customers and Communities While Driving Business Growth. As a speaker, she presents frequently at regional and national conferences and events and has led executive leadership workshops at Temple University and Bryn Mawr College.
EPISODE TOPICS & RESOURCES
95: Adapting Your Plan to Nonprofit Leadership (Bob Carter)
SUMMARY
Are you open to new opportunities along the path to nonprofit leadership? None of us know exactly where our journey will take us, but advice from Bob Carter, the guest onepisode #95 of the Path Podcast, will certainly help. Bob brings four decades of leadership experience in the charitable sector, and leads one of the top philanthropic consulting practices in the world atCarter Global. He shares many of the lessons he’s learned along the way, including specific resources on fundraising and board development, as well as advice he remembers from many of the “accidental mentors” he encountered along the way. Bob is also a great champion for life-long learning, and it will be hard not to work on your professional development plan once you’ve finished listening to his ideas and suggestions!
ABOUT BOB
Bob Carteris one of the world’s most respected, experienced and recognized experts in the areas of Institutional Strategy and Philanthropy. During the past four decades, Bob has helped strengthen a variety of organizations throughout the world by helping them overcome challenges and capitalize on opportunities to be successful. Bob and his colleagues concentrate on building dynamic teams to deliver specific services that meet the unique needs of charities and donors. His service as member and chair of numerous not-for-profit boards lends firsthand experience to his governance counsel. Bob established Bob Carter Companies in 2011 and currently serves as the Chairman under the new Carter brand. Prior to forming the Bob Carter Companies, Bob spent three years as a Senior Advisor for Changing Our World and Omnicom Nonprofit Group. Before this, Bob spent 26 years with Ketchum, one of America’s largest fundraising consulting companies. The last 15 years with Ketchum, Bob was the President & CEO. Prior to joining Ketchum in 1981, Mr. Carter served as Vice President for University Relations at The Catholic University of America; Director of Development for Arts and Sciences and Engineering, and Associate Director of Annual Giving at The Johns Hopkins University; Assistant to the Headmaster at the Gilman School in Baltimore; and both taught and organized the development office at The Boys’ Latin School in Baltimore. He has decades of experience in development and capital/endowment campaigning.
EPISODE TOPICS & RESOURCES
94: Can Nonprofit Leaders Bring An Equity Lens to their Strategic Planning? (Anna Dewar Gully)
SUMMARY
Many nonprofit organizations are talking about equality, diversity and inclusion, but are they making genuine progress to support their stated goals? Making public statements is a start, but incorporating DEI into the fabric of your nonprofit organization requires an intentional strategic planning effort, and that’s exactly howAnna Dewar Gullywants to help. Anna’s use of the equity lens as a fundamental part of strategic planning is gaining traction worldwide, and her firmTidal Equalityis providing resources and guidance for organizations of all sizes and types. As the guest onepisode #94 of the Path Podcast, Anna will help you understand and avoid the wrong ways to approach equity and racial issues at your organization, and offers practical examples of nonprofits that have successfully addressed the kinds of challenges with which many others are still struggling. Anna also explains the unique challenges many boards of directors are facing as it relates to DEI, and how they can better contribute to a solution.
ABOUT ANNA
Anna Dewar Gullyis Co-CEO & Founder of Tidal Equality, a tech-enabled strategy firm focused on solving the problem of inequality at scale with radically new solutions like the Equity Sequence™, a simple practice anyone can learn to break down inequity in decision-making and design. Anna founded Tidal Equality with her business partnerDr. Kristen Lieschand together with their growing global team they deliver new and effective methods for helping clients in the public and private sectors build equity, diversity, and inclusion. Prior to establishing Tidal Equality, Anna spent 15+ years leading enterprise-wide strategy, organizational change, and strategic public policy initiatives in the not for profit and government sectors in organizations including the YMCA of Greater Toronto, the City of Toronto, and health sector organizations in Canada and the UK. Since founding Tidal Equality she has also gained significant experience in the corporate world with clients including Virgin Media UK, the Royal Bank of Canada, Glassdoor, and more. She completed her Masters at the University of London (UK) and her undergrad at McGill and today resides in Toronto, Canada with her husband and two children.
EPISODE TOPICS & RESOURCES
93: Leadership Lessons from The Duke Endowment (Rhett Mabry)
SUMMARY
It’s hard not to be impressed by an organization that has contributed over $4 billion in grants to nonprofit organizations since its inception, but that’s exactlyThe Duke Endowmenthas done, making it one of the largest 501(c)(3) private foundations in the United States. Equally impressive as the Endowment’s impact on its four program priorities (higher education, health care, rural church and child care) is the thoughtful leadership that PresidentRhett Mabryand his team bring to the philanthropic sector. As the guest onepisode #93 of the Path Podcast, Rhett not only shares a wealth of knowledge from his three decades of experience in the charitable sector, but also specific advice for current and aspiring leaders in the nonprofit community. What are funders like the Endowment looking for in you as a nonprofit leader? What about your board? What do they want to see in your strategic plan and in your methods of evaluation? Lots of fascinating insight, and a unique opportunity to learn the answer to the question on your mind: “I wonder what the funder thinks about my nonprofit?”
ABOUT RHETT
A native of Greensboro, NC, Mabry joined the Endowment in 1992 as Associate Director of Health Care. He became Director of Child Care in 1998, was named Vice President of the Endowment in 2009, and became President in 2016. Mabry holds a Master of Health Administration from Duke University and a bachelor’s degree from UNC Chapel Hill. Before joining the Endowment, he was a manager at Ernst & Young and HCA West Paces Ferry Hospital. He has served on the North Carolina Governor’s Early Childhood Advisory Council and the board of the North Carolina Center for Public Policy Research. He is a past board chair of the Southeastern Council of Foundations, and serves as an Observer to the Duke University Board of Trustees. He also serves on the board of Candid, a national organization that compiles and evaluates philanthropic data.
EPISODE TOPICS & RESOURCES
92: The 4 Stages of Nonprofit Leadership (Ben Mohler)
SUMMARY
Where do you fall within the different stages of nonprofit leadership? Our guest inepisode #92 of the Path Podcastoffers a fascinating view of career development in the charitable sector by breaking it into four distinct stages.Ben Mohlerbrings extensive experience in higher education leadership as well as his distinction as an ACFRE within the fundraising community. We had a great discussion about the different stages of nonprofit professional development including Learning, Doing, Growing and Re-Investing. Great ideas and take-aways no matter where you are on the Path, and advice you can apply yourself as well as help those on your team build their plan too.
ABOUT BEN
Ben is the Vice President of Institutional Advancement for theKentucky Community and Technical College System (KCTCS). In this role, he oversees the KCTCS Office of Philanthropy and the KCTCS Office of Grants Administration. With 16 colleges and more than 70 campuses, KCTCS is the Commonwealth’s largest postsecondary institution. He also serves as executive director of the KCTCS Foundation, Inc. He is a fundraising expert including specialties in board development, strategic planning, and career coaching and supports nonprofits through his consulting practiceGivingThree. Mohler most recently served as assistant vice president for development at Eastern Kentucky University. His background also includes key advancement roles at UNC Charlotte, Cedarville University, and The University of Texas at Austin. He earned a master’s degree in philanthropy and development from St. Mary’s University of Minnesota and a bachelor’s degree in communication arts from Cedarville University. He is aCertified Fundraising Executive(CFRE) and has earned theAdvanced Certified Fundraising Executive(ACFRE) credential. He currently serves on the ACFRE Board. Mohler was named to Charlotte Business Journal's "Forty Under 40" in 2013 and the AFP Bluegrass Chapter honored him with their Exemplary Service Award in 2015. He currently serves as a member of the board for theUnited Way of Kentucky. He and his wife Christina make their home in Kentucky's bluegrass region with their four children, Etta, Clark, Eliza, and Della. His personal interests include spending quality time with family, painting, printmaking, home-brewing, and music.
EPISODE TOPICS & RESOURCES
91: Bringing A Business Perspective to Nonprofit Leadership (Laryn Weaver)
SUMMARY
Have you contemplated whether your for-profit experience might translate into effective leadership in the charitable sector? Many nonprofit leaders bring invaluable skills from their for-profit days, but sometimes face barriers in effectively translating those experiences into current nonprofit practice.Laryn Weaverproved to be the perfect guest to talk about that exact topic (and much more!). She is a former business owner, speaker, trainer and author, and now leads theGreenville Area Parkinson Societyin the Upstate region of South Carolina. She not only talks about her transition from the for-profit world to nonprofit leadership, but also how she continues to apply experience in both sectors to her fundraising, board development, staff recruitment AND her continued professional development planning. Lots of great take-aways inepisode #91 of the Path Podcast!
ABOUT LARYN
Leadership development is a critical aspect of every organization. As the founder of Laryn Weaver Consulting, LLC, Laryn has worked most closely with nonprofit organizations to improve vision, mission, and overall culture. As the Executive Director of theGreenville Area Parkinson Society, she continues to bring clarity, intention, efficiency, and development to the already existing programs, as well as help form a vision for a larger future impact in the Upstate of South Carolina. Laryn is grateful for the opportunity to support and honor this specific community as it uniquely matches her life purpose of helping others become the best version of themselves while also bringing greater awareness about Parkinson’s Disease - and those who are battling it - to the people of the Upstate. Laryn has lived at 22 different addresses in four different states over the past 28 years. Some of her key accomplishments include her status as a John Maxwell Certified Leadership Development Trainer, the author of four books (includingLiving Intentionally) and she’s working on her Masters of Organizational Leadership from Anderson University in October of 2021. Laryn has successfully built four businesses between 1995-2015, two in a retail capacity selling products, one as a speaker and an author, and one as a development coach. She has helped her nonprofit with a 400% increase in membership and revenue in her first two years. Laryn has been married for 28 years, and has raised four accomplished adults.
EPISODE TOPICS & RESOURCES
90: Can Fractional Leadership Transform Your Nonprofit? (Rocky Cabagnot)
SUMMARY
One of the key challenges in nonprofit management is the identification, recruitment and retention of top-tier talent. This challenge is compounded by budgetary realities that limit your ability to secure individuals with the skills and experience your organization needs, and as a result, critical hiring offers are often made to “B players” or emerging talent that can (hopefully) grow into the role. Are there other ways to approach this dilemma? That’s exactly what Rocky Cabagnotand I discuss inepisode #90 of the Path Podcast. Rocky is an attorney who specializes in the fractional leadership, and offers several ideas and approaches that will help you look at talent development in a whole new way. What makes Rocky’s insight even more valuable is that while he is a practicing attorney, he’s also served as a full-time executive director and understands the management challenges of talent development and having sufficient expertise on staff to address increasingly complex issues as a nonprofit leader.
ABOUT ROCKY
Rocky M. Cabagnotis an Attorney atHull & Chandler P.A. in Charlotte, NC. Rocky’s practice includes providing direct legal services to nonprofits and public charities, advising these entities on a wide range of legal issues. In the past year, Rocky has branched out his practice offering his clients fractional general counsel services. Prior to joining Hull & Chandler, Rocky served as the Executive Director of the Salisbury-Rowan Community Action Agency, a multi-million dollar 501 (c)(3) public charity that administered Head Start/Early Head Start, affordable childcare, and family self-sufficiency programs (Community Services Block Grant) throughout six counties in North Carolina. For five years he served as a clinical law professor at an ABA accredited law school in Charlotte, NC where he developed and supervised the law school’s Community Economic Development Clinic, providing pro bono legal services to nonprofits and community groups throughout the Charlotte metro region. He holds a law degree with Honors from the University of Florida Levin College of Law, a Masters in Mass Communication from the University of Florida College of Journalism, and a Bachelor degree from the University of North Carolina at Chapel Hill.
EPISODE TOPICS & RESOURCES
89: How to Accelerate Your Nonprofit Leadership (Men Tchaas Ari)
SUMMARY
How do you combine a diverse set of skills, talents and experiences to best position yourself for nonprofit leadership? Inepisode #89 of the Path Podcast, I explored that exact question withMen Tchaas Ari, who successfully engineered a career path that positioned him for his current role as President & CEO ofCommunities In Schools of Charlotte-Mecklenburg, one of the largest CIS affiliates in the United States. Men Tchaas shares much about his career journey, how he built on skills learned outside of the nonprofit sector through work in local government, and how he leveraged his work on the program side of another nonprofit. We also discussed how he contemplated graduate education, and the somewhat surprising choice he made on that front. Finally, Men Tchaas shared a host of great ideas related to his preparation for nonprofit leadership, how he hit the ground running after he arrived at CIS, and how he quickly engaged his team, his board and his key donors.
ABOUT MEN TCHAAS
Men Tchaasis the President and CEO ofCommunities In Schools of Charlotte-Mecklenburg, a student support organization that empowers students to stay in school and achieve in life. Prior to joining CIS, he worked as the Deputy Director of Adult and Economic Services with Mecklenburg County Department of Social Services and prior to working at DSS, he was the Chief Program Officer atCrisis Assistance Ministry, where he was responsible for overseeing all client services. A native of Bloomfield, Connecticut, Men Tchaas has lived in Charlotte for 23 years. He is fluent in Spanish, and began his professional career with Mecklenburg County DSS as a Bilingual Food Stamp Case Manager and has more than 23 years of experience in human services. Men Tchaas is a graduate of Morehouse College, where he received his undergraduate degree in Spanish. He earned his Executive Master’s degree in Public Administration from the Maxwell School of Government at Syracuse University and received a certificate in Municipal and County Government Administration from UNC-Chapel Hill. He is a member of the 2013 Class of Leadership Charlotte, for which he currently serves as board chair, has served on the board of the Assistance League, WFAE’s Advisory Board, and is a charter member of theNew Generation of African American Philanthropists(NGAAP). He is an aviator, an avid reader and a self-proclaimed health enthusiast.
EPISODE TOPICS & RESOURCES
88: How Do You Create a Dynamic Culture as a Nonprofit Leader? (Mary Ward)
SUMMARY
Will you be ready for your next opportunity to be a nonprofit leader? Often the best opportunities occur when you're least expecting them, and you must rely on past experience, great mentors, and simply gut instinct, before you make the move. This type of opportunity occurred forMary Ward, our guest inepisode #88 of the Path Podcast, when she had the opportunity to lead theMcLeod Center. She offers fantastic advice for nonprofit leaders in evaluating a new opportunity, determining exactly what to do once you arrive, and establishing a trusting and mission-focused environment. She also tackles strategic topics such as how to follow a long-time leader at an organization, honor their legacy, but also initiate changes that need to be made. We also discussed questions such as: how do you establish a positive culture in an inherently stressful clinical environment (and then add a pandemic on top!)? Mary talks about all of the cultural factors she assessed, as well as the resources she’s utilized to maintain a dynamic staff and board culture and continue the important work her organization does every day.
ABOUT MARY
Mary Wardbecame President of theMcLeod Addictive Disease Centerin April, 2017. She is responsible for a $19M business and 230 employees serving the Piedmont and Western regions of North Carolina, providing outpatient and residential services through nine treatment service sites. In 2020, McLeod Center delivered over 57,000 patient services and launched a virtual care delivery system. Previously, Mary was Assistant Vice President of Addiction Medicine with Atrium Health where she had oversight three hospital and non-hospital based substance use disorder services. She was part of the first addiction medicine dyad leadership team and helped launch the system’s first site for office-based medication assisted treatment. Prior to Atrium, she was the Director of Community Relations for the Mecklenburg County Alcoholic Beverage Control Board where she grew a grant program from $200,000 to $1.2 million in annual and multi-year awards for substance use disorder services with 20 community organizations. She is passionate about the adverse effects of social determinants to health and uses her over 25 years of experience in local and state community corrections to advocate for equal access to care. In addition to several local community groups, she currently serves on the Public Policy Committee with the North Carolina Association for the Treatment of Opioid Dependence. She holds a MBA from Queens University McColl School of Business and a B.S. in Criminal Justice from the University of North Carolina at Charlotte.
EPISODE TOPICS & RESOURCES
87: What Questions Should Nonprofit Leaders Be Asking? (Tosha Anderson)
SUMMARY
Nonprofit leadership requires a wide range of skills and experiences to be successful, but no single leader can manage all of the technical aspects of a growing enterprise without help. For nonprofit professionals who advance through the program, marketing or fund development side of the organization, the thought of also managing the finance and accounting part of the business is uncomfortable at best and downright intimidating at worst. If you are new in your leadership position, you may not even know where to begin as you look toward the business office and your CFO! That’s what makesepisode #87 of the Path Podcastso valuable. Our guestTosha Andersonnot only brings the technical expertise of an auditor and a CPA, but the experience of actually working in a nonprofit so she can translate her knowledge into very practical bits of advice. What questions should you be asking of your accountant? What are the most important contracts and agreements you should be focused on? Why don’t your business office people and your fundraisers get along? (and what can you do about it?!?!?!). Answers to these questions and many more in this great episode with Tosha.
ABOUT TOSHA
Tosha Andersonis the founder ofThe Charity CFO, an organization offering accounting and thought leadership skills to non-profit agencies. Tosha created The Charity CFO after realizing the need for specialized skills in non-profits with limited financial resources and increasing pressure to keep costs low despite mounting compliance and financial reporting needs. With non-profit experience as an auditor, a CFO, a board member, a volunteer and a consultant, Tosha works with non-profits with on-going accounting needs. Her educational background includes a Bachelor’s in Accounting and a Master’s in Business Administration; she is also a Certified Public Accountant. Tosha has spent over 15 years working with and for non-profits in many ways, including an auditor, a CFO, a board member, a volunteer, and a consultant. With this experience, we have developed the best practices and processes to make sure your accounting is exactly what you need for your organization and stakeholders.
EPISODE TOPICS & RESOURCES
86: 3 Entrepreneurial Skills Nonprofit Leaders Must Learn (Matt Larson)
SUMMARY
There is much to be learned between the nonprofit and for-profit sectors, and many nonprofit leaders are elevating their organizations through creative and entrepreneurial tactics.Matt Larsonis a wonderful resource on exactly that type of mindset, as he’s been wildly successful in both the tech and software industry but also translated his success into nonprofit development and leadership. InEpisode #86 of the Path Podcast, Matt shares three key entrepreneurial fundamentals that every nonprofit leader should employ (and throws in a few more great ideas for good measure!). In particular, we talk about keys to productivity and strategic focus (especially when you’ve got too much on your pate), and also the importance of identifying, attracting and retaining the best talent possible for your nonprofit.
ABOUT MATT
Matt Larsonis a parenting and relationships researcher, technology entrepreneur, investor, and philanthropist. He has been interviewed about the science of well-being on NBC, ABC, CBS, Fox, Sirius XM, Telemundo, public radio, and websites like Parentology.com and Mom.com. He spends most of his time on theHuman Improvement Projectbut is also the chairman of two software companies. Previously, he was the executive chairman of TapInfluence a venture-backed Social Media company. Prior to TapInfluence, he was the Founder and CEO of Confio Software. Confio was the fastest growing company in the database tools market. It was acquired in 2013 by Solarwinds. Previously, Mr. Larson helped found an oil and gas technology company. In the span of a year, the company grew from four employees to over two hundred employees while raising over $110 million in venture capital. In 2012, he was named an Ernst and Young Entrepreneur of the Year Finalist. Larson holds a Bachelor of Science in Business Administration from the University of Colorado where he graduated 1st in his class. He is a member of the Mensa Society. He has also worked with the U.S. Congress and the White House to fund over $300 million in new spending for child-related causes.
EPISODE TOPICS & RESOURCES
85: How Can Nonprofit Leaders be More Authentic Fundraisers? (Jennifer Harris)
SUMMARY
Fundraising is one of the most important - but often dreaded - functions you have to contemplate as a nonprofit leader. You clearly believe in the mission of your organization, yet fundraising often feels disconnected and transactional. How do you get more comfortable assuring your nonprofit has the funding it needs to achieve its core purpose, and feel good about it at the same time? Well,Jennifer Harrisis the perfect person to address this dilemma, and she provides great advice that will help both current and aspiring nonprofit leaders inEpisode #85 of the Path Podcast. Jennifer talks about what an authentic ask really is, and how you can get more comfortable making it. She also talks about creating a culture of gratitude at your organization, as well as how to get your board members more comfortable with the authentic ask as well!
ABOUT JENNIFER
Jennifer Harrisis a San Diego-based fundraising and communications entrepreneur who has spent nearly two decades working across the social sector. Her consultancy, JH Collective, Inc., leverages a holistic mindset to bolster fundraising, messaging, and strategy for nonprofits, universities, and health-related organizations. Jennifer has worked for nearly two decades in fundraising and communications, in leadership roles that span annual giving, major and principal giving, capital campaign design and development, and senior management. Most recently, she has ignited dialogue around "the authentic ask" and board wellness, and specifically works with clients to feed their mission, steward possibility, and generate impact. To learn more and/or book a workshop,get in touch with Jennifer.
EPISODE TOPICS & RESOURCES
84: 4 Keys to Building A Global Nonprofit (Elizabeth Hausler)
SUMMARY
Are you pondering nonprofit leadership among multiple career options? That’s exactly whatElizabeth Hauslerconsidered before she started the global nonprofitBuild Change in 2004, and she offers a fascinating review of her leadership journey and the many lessons learned onEpisode #84 of the Path Podcast. These lessons, of course, offer great insight for others considering a similar nonprofit career. Elizabeth reflects on what she would do differently if she were starting over at Build Change, and what were some of the key challenges she had to overcome, including being a woman in a male-dominated field. Many great take-aways in this episode for nonprofit leaders, including the four headlines: how to effectively hire and orient new talent, how to create an effective strategic planning process, how to help your board evolve as the organization evolves too, and finally, how to balance your multiple roles as CEO.
ABOUT ELIZABETH
Dr. Elizabeth Hausler is the Founder and CEO ofBuild Changeand a global expert on resilient housing, post-disaster reconstruction, and systems change. Elizabeth’s strategic direction and leadership have grown Build Change from a few employees in 2004 to a global team spread across five continents. She has profoundly influenced global development policy by making resilience a major consideration for reconstruction efforts. Elizabeth’s extensive experience in post-disaster communities, including a Fulbright Scholarship in India, led her to found Build Change to ensure reconstruction efforts would be safe and sustainable. She is the recipient of many honors, and in 2011, was named the US Social Entrepreneur of the Year by the Schwab Foundation. Together with Build Change, she was awarded the 2017 Skoll Award for Social Entrepreneurship. In 2018, she received the University of California, Berkeley’s Campanile Excellence in Achievement Award. Since 2014 she has been a member of the UC-Berkeley Civil and Environmental Engineering Department’s Academy of Distinguished Alumni. Elizabeth is also an Ashoka Fellow, a Draper Richards Kaplan Fellow, and an Echoing Green Fellow. She holds a Ph.D. from UC-Berkeley in Civil Engineering, as well as an M.S. from the University of Colorado and a B.S. from the University of Illinois. Dr. Hausler has headlined top conferences, lectured at eminent universities, and been featured in media outlets including The New York Times, BBC News, Forbes, Elle Magazine, ABC News, and Bloomberg Businessweek.
EPISODE TOPICS & RESOURCES
83: Maximizing Advocacy to Fulfill Your Mission (Karen Lee)
SUMMARY
Managing a nonprofit organization requires a variety of skills and experiences to succeed, and a leader can certainly be consumed by simply keeping their organization in motion. The best nonprofits, however, commit to a vision the exceeds the direct impact of their programs and services but also seeks to positively influence their communities at large. Karen Lee is a great example of a nonprofit leader just like that, as she manages one of the largest social enterprise organizations in the United States,Pioneer Human Servicesbased in Seattle, WA. Inepisode #83 of the Path Podcast, Karen shares much wisdom from her career journey including how she’s integrating advocacy into her leadership agenda, how she’s maximizing fundraising and philanthropy, and how she’s using her talented board volunteers across the state of Washington.
ABOUT KAREN
As Chief Executive Officer ofPioneer Human Services, Karen leads one of the nation’s largest nonprofit social-enterprise organizations in the United States. Under Karen’s leadership, Pioneer successfully operates several revenue-generating businesses that provide living wage jobs to mission-related employees and help fund its mission of empowering people who have been involved in the legal system to build healthy, productive lives. Headquartered in Seattle, Pioneer serves over 10,000 people a year through its diversion, treatment, housing and job training programs. Karen is a graduate of the University of Washington School of Law and the U.S. Military Academy at West Point.
EPISODE TOPICS & RESOURCES
82: 4 Things They Don’t Teach You About Nonprofit Leadership (Martyn Drake)
SUMMARY
How do you look at profitability as a nonprofit leader? Our sector’s leadership often grapples with conflicted emotions about running their nonprofit “more like a business” despite the fact it is a business and needs to employ critical revenue-generating practices to assure long-term sustainability. Inepisode #82 of the Path Podcast, Martyn Drakebrings a global perspective to this topic and offers great insight and ideas about how nonprofit leaders can come to terms with their profitability ideas. He illustrates four key leadership concepts they need to understand and employ on their journey to senior leadership in the sector.
ABOUT MARTYN
Martyn Drakeis the Founder ofBinley Drake Consulting, the boutique management consultancy he set up in 2009 to help ambitious business leaders dramatically improve the performance of their organizations. Since then, he has advised commercial organizations ranging from small family businesses right up to some of the world's most iconic brands. In 2013 he began working with the charity sector, and has since helped a wide range of non-profit clients including The Scout Association, Girlguiding, the British Red Cross, the National Health Service, the National Autistic Society, Blind Veterans, Royal Mencap, and St John Ambulance. He writes regular columns for the sector press and features on his websiteProfit on Purpose, and is widely recognized as one of the leading experts on non-profit strategy and commerce and His first book,The Commercial Charity, was published by Kogan Page in April 2020. Martyn lives with his wife, two children and two cats in Nottinghamshire, England.
EPISODE TOPICS & RESOURCES
81: 3 Ways Nonprofit Leaders Get in Their Own Way (Kris Putnam-Walkerly)
SUMMARY
As a nonprofit leader, you have multiple responsibilities to manage and often limited time to adjust to changing circumstances (case in point: 2020!). Complicating this leadership challenge are often self-imposed barriers that nonprofit leaders need to understand and avoid. Inepisode #81 of the Path Podcast, Kris Putnam-Walkerlyhelps not only identify ways nonprofit leaders stop themselves, but offers solutions as to how to avoid them. Kris also illustrates some of the mistakes philanthropists and institutional funders are making, which can help nonprofit leaders as they engage these community partners in strategic conversations.
ABOUT KRIS
Kris Putnam-Walkerlyis a trusted advisor to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of thePutnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments. Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders, and is a Forbes.com contributor on philanthropy
EPISODE TOPICS & RESOURCES
80: How to Attract Young Professional Talent to Your Nonprofit (Kamber Parker)
SUMMARY
As more young professionals look to the nonprofit sector as an attractive option for their career path, Executive Directors and other senior leaders are eager to recruit and retain the best and brightest to join their organizations. Inepisode #80 of the Path Podcast, I had a great conversation withKamber Parker, who not only serves as the Development Director for the nonprofitGreenville Area Parkinson Society, but she has also created a platform for young professionals calledThe YoPro Know. She’s interviewed dozens of other young professionals and offers clear insights as to what attracts them to nonprofit organizations, and perhaps more importantly, what keeps them there. Key advice for nonprofit leaders looking to maximize the talents of the Millennial and GenZ talent pool!
ABOUT KAMBER
Kamber serves as the Development Director for theGreenville Area Parkinson Society, where she has been building relationships with partners in her community since 2018. In addition to her work in the nonprofit sector, she started her company The YoPro Knowin 2018 as well, which allows her to share stories through weekly interviews with young professionals across the country. She initiated a women's business group called Six Degrees, named for the idea that we are all six degrees of separation from each other and spent an entire year in a mentorship program through her local chamber, ultimately serving as its chair in 2020. Kamber earned a B.A. from Furman University, with a double major in Communication & Media Studies and Political Science.
EPISODE TOPICS & RESOURCES
79: Is Co-Leadership Right for Your Nonprofit? (Alicia Winckler & Alan Mather)
SUMMARY
What is Co-Leadership and how could it elevate your nonprofit to the proverbial next level? Inepisode #79 of the Path Podcast, I had a great conversation with Alicia WincklerandAlan Mather, two talented individual leaders who have embarked on a co-leadership model for the Chicago-basedGolden Apple Foundation. By combining forces, they have not only strengthened a great organization addressing teacher shortages across their state, but are poised to expand well beyond Illinois. How would your board, staff and community respond to such a structure at your nonprofit? Alicia and Alan have great insight about how they got it started, why it works for them, and what characteristics are critical for an organization before it considers co-leadership.
ABOUT ALICIA & ALAN
Alicia Winckler began consulting with The Golden Apple Foundation in late 2014, was selected as its first President and COO in 2017 and then selected as its President and CEO in late 2017. In 2018, she welcomed Alan to join her in co-leading the Foundation - with Alicia as CEO and Alan becoming President. Alicia led several substantial strategic initiatives at the Cabinet level of the nation’s third largest K-12 District - in Chicago Public Schools - and has been working in depth in education for more than a decade. She earned her M.A. in Industrial / Organizational Psychology from the University of Colorado at Denver and B.S. in Psychology and Alcohol and Drug Abuse Studies from the University of South Dakota.
Alan joined Golden Apple to lead the education work of the organization. A native of rural Indiana, he came to Chicago in 1986 to teach high school English in the Chicago Public Schools. After more than twelve years of teaching in neighborhood high schools, he joined the district’s first Principal Preparation program and became the first Assistant Principal at Northside College Prep High School. After six years, Alan was named the founding principal of Lindblom Math & Science Academy, where he grew a school of 110 students to more than 1200. In his ten years at the school, Lindblom became the top performing majority African-American school in Illinois. In 2014, Alan was awarded the inaugural Stanley C. Golder Award from Golden Apple for School Leadership. Alan earned a Bachelor's in Arts in English/Secondary Education from the University of Evansville in Indiana, and a Master's in Educational Leadership from Northeastern Illinois University.
EPISODE TOPICS & RESOURCES
78: 5 Ways to Build Your Nonprofit Leadership Plan(Patton McDowell)
SUMMARY
In episode#78 of the Path Podcast, Patton offers a coaching session to help you find 5 Ways to Build Your Nonprofit Leadership Plan. How do you effectively conduct a personal annual review? How do you build your personal board of directors? How do you curate content given the volume of data coming at you? How do you better express yourself in professional settings that can help you get ahead? And finally, how do you sharpen your vision while you still have questions about your professional path?
NONPROFIT SHOUT-OUTS
EPISODE RESOURCES
77: How to Recruit and Engage Stellar Board Members (Karen Eber Davis)
SUMMARY
As a nonprofit leader, two topics are always on the top of your list of strategic priorities. First, how do I recruit and engage great board members? And second, how do I create a sustainable and dynamic fundraising that secures my nonprofit for the future? In episode #77 of the Path Podcast, I had a great conversation withKaren Eber Davis, who proves she is the perfect person to answer both of these high-priority questions. After discussing some of Karen’s productivity tips in this work-from-home environment, she dives into specific strategies to help you systematically recruit - and engage - stellar board members. We then discussed specific fundraising strategies that she’s developed through her work with hundreds of nonprofit organizations and has shared in her book.
ABOUT KAREN
Too many nonprofits struggle to obtain adequate revenue.Karen Eber Davis Consultingguides executive directors and CEOs to generate the resources they need to excel at creating mission results. For over twenty years,Karenhas turned leaders like you into revenue heroes. She specializes in commonsense approaches to organizing organizations to maximize mission, grow a community, and inspire revenue. People hire Karen to increase their income by up to 300 percent. What they gain are strategies that improve their organizations forever. Karen is the author ofLet’s Raise Nonprofit Millions Togetherand7 Nonprofit Income Streams. On herwebsite, you can sign-up to join her free community and read over 100 articles about nonprofit leadership.
EPISODE TOPICS & RESOURCES
76: Fundraising During A Perfect Storm (Chris Carnie)
SUMMARY
How do you fundraise during a perfect storm? Nonprofit leaders are challenged in numerous ways right now, and face uncharted territory in terms of the fundraising environment in which they must operate. WhileChris Carnie’swork originates primarily in the UK and Spain, he brings a global perspective to not only the elements of the storm we must understand, but also ways to better navigate through it. Inepisode #76 of the Path Podcast, Chris and I discuss how this “storm” is affecting the mindset of many philanthropists, why the concept of venture philanthropy is something we must learn, and specific ways nonprofit leaders can advance their careers using prospect research and strategy.
ABOUT CHRIS
Chris Carnie has worked in fundraising since 1980, initially with the Muscular Dystrophy Group, Voluntary Service Overseas and Kings College Hospital, London, and was a researcher in the House of Commons. In 1990 he co-foundedFactary, Europe’s leading prospect research agency. In 1993 he became the first advancement researcher to be elected a Fellow of the Institute of Fundraising, and in 1999 the first to be appointed a Fellow of the Royal Society of Arts (RSA). He was Founder Chair of Researchers in Fundraising, the Institute of Fundraising special interest group, and is a member of theAssociation of Professional Researchers for Advancement (USA) of the Association Française de Fundraisers(France) and of theAsociación de Profesionales de Fundraising (Spain). Chris has also been involved in the development of venture philanthropy in Europe since 2003, as a member of the Finance and Funding Group of theEuropean Venture Philanthropy Association. He is the management level trainer in major gift fundraising atESSECfor the Association Française de Fundraisers’ postgraduate course. Chris has written several books on fundraising and philanthropy, includingFind the Funds – a New Approach to Fundraising Research, Fundraising from Europe, and his latest book,How Philanthropy is Changing Europe.
EPISODE TOPICS & RESOURCES
75: How to Engage Your Community Through Nonprofit Leadership (Stacy Sumner Jesso)
SUMMARY
Perhaps you are considering a move between nonprofit sectors, or even moving to an entirely different community to advance your career. As a nonprofit leader, these are transitions you’ll likely manage along your journey, and you may also be helping navigate such a transition for someone who joins your team. My guest inepisode #75 of the Path Podcast, Stacy Sumner Jesso, has managed all of these transitions, and shares great lessons and advice from her nonprofit career in healthcare philanthropy, human services, education and arts & culture. She’s also navigated the move from for-profit to nonprofit, and has learned how to bring these skills – and her community connections – to best benefit her charitable causes and the communities she’s served.
ABOUT STACY
Stacy Sumner Jessois the Principal of SumnerMadison Consulting, LLC. She is an experienced non-profit leader with diverse background in the areas of strategic planning and facilitation, volunteer program development, organizational development, new business development, board relations, community relations, marketing and communications, fund development, and public relations. Stacy’s specialties include building productive teams and implementing growth strategies by moving individuals, teams, and organizations to their next level of functioning. Prior to her current consulting role, Stacy served as the Vice President/Chief Development Officer forNash UNC Health Carefor seven years in Rocky Mount, NC. Before moving to Rocky Mount, Stacy held several Director of Development/Executive Director roles at the Council for Children’s Rights, Mint Museum, Presbyterian Hospital Foundation, and St. Marks Foundation, all in Charlotte, NC.
EPISODE TOPICS & RESOURCES
74: 4 Ways to Make Your Virtual Fundraiser More Successful (Jenni Hargrove)
SUMMARY
Every nonprofit is planning - or pondering - some sort of virtual fundraising event. Either adapting a previous live model, or trying something online for the first time. How confident are you in your design and potential for success? If a virtual fundraising event is in your future,Episode #74 of the Path Podcastis the perfect resource to guide your thinking. Jenni Hargrovebrings her marketing, communication and special event expertise to a great discussion around four keys to drive better virtual engagement and short and long-term fundraising success. We discuss how you can stand out amongst the competition, how you can simplify and streamline your event, how you can design a highly effective agenda, and how you can market your event successfully. Check it out!
ABOUT JENNI
Jenni Hargroveis a Charitable Marketing Coach and the Founder/CEO ofNonprofit Jenni. Sheprovides coaching support and educational materials for social sector organizations acros the country, including nonprofits, social enterprises, and government agencies. She offers individual support to clients through consulting or coaching. With a background in market research and corporate philanthropy, Jenni specializes in training nonprofit leaders in best practices for building a robust Marketing and Fundraising Strategy. Jenni is also the host theNonprofit Jenni Show podcast, available for free on Apple Podcasts, Spotify, and Google Podcasts. Each podcast episode features nonprofit professionals discussing challenges faced in the sector.
EPISODE TOPICS & RESOURCES
73: What Nonprofit Leaders Must Do to Support Their Teams (Valerie Williams)
SUMMARY
The year 2020 has reminded nonprofit leaders of two significant issues they must manage to succeed: diversity, equity & inclusion and the mental health of their teams and themselves. This can be a tall order when combined with everything else leaders in the charitable sector must face. Fortunately, our guest onEpisode #73 of the Path, Valerie Williams, is exactly the person who can help us understand these issues and provide practical tools to integrate them into our nonprofit organizations. Valerie helps us understand the distinct element of equity within our nonprofit in addition to diversity and inclusion, as well as provides practical advice to support the mental health and psychological safety of our teams. Finally, we discuss effective communications both within and outside our organization.
ABOUT VALERIE
Valerie Miller Williams, LCMHCA, is anaward-winning communications strategistand licensed psychotherapist who engages head and heart to support organizations in successfully managing change, building engagement, improving culture and delivering results. For over 20 years, she has led complex people-focused communications strategies for leading brands like Lowe’s and Wells Fargo. From large scale change and employee experience initiatives, to diversity and inclusion efforts, Valerie serves as a thought-leader and trusted advisor for her strategizing skills and solutions focused style. Valerie’s signature product is person-centric strategies built on data and insights. Her focus is always on understanding and addressing the unique needs and nuances of stakeholders necessary to move them to adoption or action. Valerie creates targeted, authentic and savvy audience experiences by integrating psychology (how key audiences think, feel, and therefore behave) and communications (how they are then engaged). Valerie has been recognized by Who’s Who in Black Charlotte and received multiple awards from organizations like PR Week and PR News. She is a board member ofThornhill Rites of Passage Foundationwhich focuses on empowering young men of color. Valerie resides in Charlotte, NC with her husband and two sons and enjoys traveling, concerts and entertaining family and friends.
EPISODE TOPICS & RESOURCES
72: What Can a Mastermind Do for Your Nonprofit Leadership? (Patton McDowell**)
SUMMARY**
What is a mastermind, and how could it help you on your nonprofit leadership journey? In episode #72 of the Path Podcast, Patton provides some history on the mastermind concept, and explains how PMA has adapted the model to best serve nonprofit leaders. He explains the characteristics that best describe successful participants, and the philosophies and structure that went into the design and implementation of the program. Patton also shares four key elements of the Mastermind that provide direct value to the individual members of each cohort: program design, methods of engagement, professional tools and strategic network.
ABOUT PATTON
Patton has spent his entire 30-year career helping talented individuals raise more funds and effectively lead their nonprofit organizations. Before starting PMA Consulting, he spent a decade in higher education as Vice President for Advancement at Queens University after serving in the same role at UNC Wilmington, where he was the youngest vice chancellor in the UNC system. Prior to his tenure in higher education, he worked with volunteers from 85 different counties as the state Program Director for Special Olympics North Carolina and as an Assistant for Education & Training for Special Olympics International in Washington DC, where he helped design coach and volunteer training curriculum used worldwide. Patton grew up in Elizabeth City, NC, and went to UNC Chapel Hill as a Morehead Scholar where he received a BA in English Education. He received his MBA from the McColl School of Business while working at Queens, and his Doctorate in Education (Organizational Change & Leadership) from the Rossier School at the University of Southern California. He is a Certified Fund Raising Executive (CFRE), and a Master Trainer for the Association of Fundraising Professionals (AFP) International. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership in Charlotte, where he works with aspiring nonprofit leaders through the New Development Directors program and coaches an annual cohort of Executive Directors and Chief Development Officers through Leadership Gift School.
EPISODE RESOURCES
71: Bringing A Global Perspective to Nonprofit Leadership (Jennifer Garner)
SUMMARY
How do you incorporate all of your previous nonprofit leadership experiences in a way that strengthens your current work?Jennifer Garnerhas built an impressive resume on the way to her current position at the University of Denver, including international advancement work at two institutions in the United Kingdom. While the experiences are impressive in and of themselves, she also does a fantastic job of lifting up key bits of advice and resources she’s utilized throughout her career, and shares how she continues to incorporate these experiences into the work she’s doing right now. Check out our conversation inepisode #71 of the Path Podcastfor take-aways that you can apply to any stage of your career, as well as to those you’re leading at your nonprofit organization.
ABOUT JENNIFER
Jenniferhas worked at theUniversity of Denversince June 2016 as the Executive Director of Development for the School of Arts, Humanities and Social Sciences where she is responsible for the fundraising from 29,000 alumni and in the last year four years has been part of a team that generated $20M in philanthropic support from alumni, parents, foundations and individuals. She has 25 years’ experience in international external relations including fundraising, marketing, alumni relations, communications, annual giving and operations. Prior to DU, she worked at Trinity College Cambridgewhere she launched the first major gifts program and integrated alumni relations and annual giving program. She was the Deputy Director of Development atKing’s College London, where she helped to design, brand and launch the university’s £500m fundraising campaign. Jennifer has also worked in Advancement atQueens University of CharlotteandChatham Universityand in Admissions at the University of Evansville and Queens College. She has a Master’s Degree in nonfiction writing and a BA in English.
EPISODE TOPICS & RESOURCES
70: 7 Strategies to Drive Sustainable Change (Dyisha Reliford)
SUMMARY
The ability to manage change must be part of your toolkit as a nonprofit leader. After starting her career with Teach for America in Chicago,Dyisha Relifordcontinued to learn from her successful corporate, community and nonprofit experiences to formulate the essential steps to managing change. Her study led to a wonderfully practical new book calledThe Transformation Playbook: 7 Winning Strategies to Drive Sustainable Change. Onepisode #70 of the Path Podcast, Dyisha and I discussed several of her winning strategies, including how to effectively write a vision statement for change, how to communicate change to different constituencies, and how to deal with detractors in your efforts to initiate a change. Lots of real-world application from this conversation that will help your efforts to organize and activate change.
ABOUT DYISHA
Dyishais a results-driven and visionary leader in the world of business transformation. Currently, she serves as a corporate healthcare executive and strategic thought partner in the role as Senior Director, Transformation, atAmerisourceBergen - a Fortune 10 company with more than $185 billion in annual revenue. In this role, she is responsible for partnering with executive leaders to capture transformation results by analyzing business operations, assessing processes, evaluating financial impacts, and supporting the enterprise transformation strategy. Prior to her current role at AmerisourceBergen, Dyisha held director-level roles in Investor Relations and Marketing. Prior to AmerisourceBergen, she worked for several leading companies, including General Electric (GE), Pfizer, and McKinsey & Company, where she led and supported change programs of all shapes and sizes. At GE, she was awarded the prestigious GE Healthcare Management Gold Above and Beyond Award and back-to-back GE Healthcare Marketer of the Year awards for her work in global marketing transformation and customer engagement automation. Dyisha graduated from Harvard College with a Bachelor of Arts in Economics and received her Master of Business Administration with Honors from The University of Chicago Booth School of Business. A native Ohioan, Dyisha currently resides in the Charlotte, NC area.
EPISODE TOPICS & RESOURCES
069: National Philanthropy Day: 3 Lessons for Every Nonprofit Leader (Penny Hawkins)
SUMMARY
While National Philanthropy day provides a wonderful opportunity to celebrate charitable giving, volunteer engagement and community spirit, but it also offers an opportunity for nonprofit leaders to strategically evaluate what each category means and how they might implement it within their organization. That’s exactly what my colleague Penny Hawkinsand I discussed duringEpisode #69 of the Path Podcast. She lifts up ideas that can help you diversify your donor base, find new ways to partner with individuals and organizations, and better understand the mindset of your major donors and significant prospects. Lots to consider within this episode and some great resources from Penny as well.
ABOUT PENNY
Penny has enjoyed 15 years of professional experience in both the corporate and nonprofit sectors. She began her career in Private Equity with BlackHawk Capital Management where she focused on communications, investor relations, marketing and operations. After completing theFoundation for the CarolinasImpact Fund for Emerging Philanthropists in 2008, she combined her skill for investor relations with a desire to support growth in Charlotte’s vital philanthropic community and entered the path to nonprofit leadership. Prior to joiningPMA Consultingas a Senior Consultant, Penny held leadership development positions at Novant Health Presbyterian Medical Center Foundation, KinderMourn, and the Council for Children’s Rights. In her most recent role with Novant Health, she served as the Development Program Manager of the Children’s and Women’s Service Lines. Penny has a bachelor’s degree in Journalism & Mass Communication with a focus on Public Relations from the University of North Carolina at Chapel Hill. She’s obtained herCFRE(Certified FundRaising Executive) designation, obtained certification from the Wake Forest University’s Essentials of Business for Nonprofit Organizations, and is the current Board President for theCharlotte Chapter of the Association of Fundraising Professionals(AFP).
EPISODE TOPICS & RESOURCES
68: The 3 “C’s” of Nonprofit Leadership (Mike Smith)
SUMMARY
Nonprofit organizations add value to communities around the world, and Mike Smith has had the opportunity to see outstanding leadership in the charitable sector in dozens of different countries as well as across the United States. His insight into the key attributes of successful nonprofit leaders led to a fascinating conversation on Episode #68 of the Path Podcast. From his vantage point as the Managing Director of Special Olympics International in Europe and Eurasia, Mike saw the very best in management, strategy and volunteer development in over 50 countries, and brings his observations into a framework he calls the “3 C’s”: Culture, Communication and Creativity. While he shares a “world tour” in illustrating these concepts, he breaks each one into highly practical take-aways that you can apply to your leadership, no matter where you are around the globe!
ABOUT MIKE
Mike is an entrepreneurial team leader with significant international experience who has passions for sport, youth development, and global networks. In 2017, he founded BIG iDEA SPORTS, which is a start-up focused on developing technology and content to improve the positive impact of youth sports, thus accelerating a new youth sports model that results in young players enjoying more, playing better and staying in sports longer. One of their current projects is the development of a global platform/app to support coaches in giving better one-on-one feedback to young players. In addition to serving as the founder for BIG iDEA SPORTS, Mike is also the COO/Development Consultant for Coerver Coaching EMEA. In this role, he helps guide the expansion and development of a leading sport education company in Europe, the Middle East, Africa, and Latin America. Prior to his current roles, Mike worked for Special Olympics international for 20 years where he served as the Director of Sports Management for Special Olympics in the Washington, D.C. area, Vice President of Operations for the 1997 Special Olympics World Winter Games in Toronto Canada, and finally the Managing Director for Special Olympics Europe/Eurasia, based in Brussels, Belgium. Mike has his BA in Psychology from Harvard University, where he was also Captain of the Harvard Soccer team, and also his MBA from the Babson School of Management. He currently resides in Barcelona, Spain with his wife and three children and can be reached at mike.smith@bigideasports.com
EPISODE TOPICS & RESOURCES
067: Leveraging Technology as a Nonprofit Leader (Kim Lanphear)
SUMMARY
While technology may or may not be your area of expertise as a nonprofit leader, current conditions certainly force you to be more proficient. Whether you’re navigating virtual board and staff meetings, trying to deliver your programs in a socially-distant manner, or contemplating your biggest fundraising event now being virtual, you’re having to maximize the technologies available to you. Someone who really understands the challenges and opportunities inherent in your nonprofit’s technology is Kim Lanphear, the CEO of Apparo, who is helping nonprofits navigate their technology and business processes so they can do the important work their mission requires. On episode #67 of the Path, Kim provides a wealth of information and ideas to help you navigate your organization’s technology, put the right processes in place, and how you can do your virtual fundraising event more effectively. (Hint: Apparo’s virtual event did better than the previous year’s live one!).
ABOUT KIM
Kimis the CEO of Apparo, a nonprofit connecting local nonprofits to technology expertise & resources that amplify their impact. Under her leadership, Apparo has partnered with500+ area nonprofitsand100+ companiesto drive skilled volunteering that delivers $1.60 of value for every dollar donated. Lanphear has a diverse career with more than 20 years of expertise in strategy development, international business, marketing, fundraising, and P&L management as well as Board governance and leadership. Prior to Apparo, she was at the helm of business lines within Citibank domestically and internationally, and the MD of Chicago's third largest professional theater company. She has consulted in the areas of strategy and marketing, and is recognized for her ability to build consensus and collaborative partnerships. Kim received theCharlotte Business Journal’s Most Admired CEO award in 2018andBest Places to Work Award in 2019, theMecklenburg Times Most Influential Women Award in 2016andIcon Award in 2019, and has received recognition inScoop Charlotte, and South Park Magazines. She received a BA in Public Policy from Duke University, and her MBA and Masters of Arts Administration from Southern Methodist University.
EPISODE TOPICS & RESOURCES
66: Maximizing Partnerships for Nonprofit Success (Sabrina Dawson)
SUMMARY
How can you create lasting partnerships that not only establish your nonprofit but help it accelerate its growth? That’s exactly whatSabrina Dawsonand I discussed inepisode #66 of the Path Podcast. An educator throughout her professional career, Sabrina is the Co-Founder and Vice President of Programs forThe Collective, a Memphis-based organization working with schools, employers and community stakeholders to establish career pathways and ensure equitable access to support, resources, and opportunities for young adults between the ages of 18 and 30. Sabrina and her Co-Founder,Sarah Lockridge-Steckel, have built unique alliances with employers, sponsors, funders, as well as general volunteers, which offer great insight for nonprofit leaders everywhere.
ABOUT SABRINA
SabrinajoinedThe Collectiveto develop and implement theircareers program, which connects opportunity youth to high demand careers, while providing intensive support services. Sabrina began her career serving 6-12th grade students through the esteemed Teach for Americaprogram. During that time, she served in many roles within the educational environment, including Teacher, Vice Principal of Instruction, Associate Director of College Counseling, and a member of an Academic Leadership Team. She has served as an educator and instructional leader in inner-city public and charter schools and her work in college counseling led to 100% college matriculation.Sabrinahas also designed and executed the Career Pathways model to support older youth in the DC foster care system with college and career supports which significantly increased the percentage of youth exiting foster care with sustainable employment. She has presented her model for educational and career success at many conferences including the National Pathways to Adulthood conference and the Office of the State Superintendent of Education’s Post-Secondary and Career Education Conference. Sabrina has a BA in Philosophy from The Florida State University and her Master of Arts in Teaching from The Johns Hopkins University.
EPISODE TOPICS & RESOURCES
65: Why You Shouldn’t Start a Charity (Matthew Zachary)
SUMMARY
As a cancer survivor and marketing expert, Matthew Zacharyapproaches most things in life with a very different perspective, including nonprofit leadership. This approach is provocative and thought-provoking, and is sure to make you think differently about many of the “standards” of nonprofit leadership. Onepisode #65 of the Path Podcast, Matthew shares his rationale for NOT starting a nonprofit, why charitable organizations often get the short end of the stick in corporate partnerships, and what every nonprofit leader needs to be reading. He also shares – from personal experience – when it’s time to step down as a nonprofit leader, particularly when you're the Founder. All this and much more in this entertaining and free-wheeling episode of the Path!
ABOUT MATTHEW
Ten years after surviving brain cancer at age 21,MatthewfoundedStupid Cancer, the world's largest young adult cancer community, and launched The Stupid Cancer Show, the first health podcast, which amassed a global listenership in the millions. He stepped down as Stupid Cancer's CEO in 2019 and launched his latest venture, OffScrip Media, the first audio broadcast network focused on consumer health and patient advocacy. Matthew is now back behind the mic with his new show,"Out of Patients,"hailed as "the people's voice in healthcare." As he continues to be outspoken about the perils of the healthcare system, the through-line of Matthew's entire career is patient advocacy. Matthew is also an acclaimedkeynote speaker, accomplished film composer, and award-winning concert pianist.
EPISODE TOPICS & RESOURCES
64: How Can We Address Compensation Gaps in the Nonprofit Sector? (Sally Loftis)
SUMMARY
It’s a cliché to say no one gets into nonprofit work to get rich. However, if leaders in our sector do not take steps to address the compensation gaps that exist, all of the important work being done will be further diminished by turnover and burnout. In episode #64 of the Path Podcast, Sally Loftis brings a researcher’s eye and HR expertise to this strategic challenge for nonprofit leaders, and provides a wealth of resources and ideas to help you address what is often an elephant in the room. How do you develop a compensation philosophy? How can you do a pay equity assessment? How do you better understand the compensation factors affecting your community? And finally, how can you engage your funders in your efforts to provide a better compensation platform for talent recruitment and retention? Find these answers - and much more - in this episode!
ABOUT SALLY
Sally Loftis is the Managing Director of Loftis Partners, and is tugging at the webs of relationship that hold our systems of injustice in place through consulting. Her professional experience lies mostly in human resources roles while her lifelong volunteer experience spreads across social justice causes. Sally has worked in strategic roles for a Fortune 50 corporation, a boutique consulting firm, and the largest non-academic craft school in the US. She sees a need to bring equity and inclusion work into all levels of organizations through brave practices, community safe spaces, shared power, active vulnerability, and consent culture. Sally received her Master of Science in Organization Development from Pepperdine University, where she did her thesis on Talent Investment Strategies & Nonprofit Employee Pay. She received a Certificate in Nonprofit Management from Duke University and a Bachelor of Business Administration (Concentration: Human Resources) from Freed-Hardeman University.
EPISODE TOPICS & RESOURCES
63: Confronting Wicked Problems as a Nonprofit Leader (Lynn Fick-Cooper)
SUMMARY
As a nonprofit leader, you are likely trying to address “Wicked Problems” every day, social challenges that are systemic in nature and incredibly complex. To help us better address these types of problems,Lynn Fick-Cooperoffers a fantastic analysis of these issues, and provides five crucial strategies to address them inepisode #63 of the Path Podcast. Lynn’s 30-year journey in nonprofit leadership is also instructive around the types of professional development she’s invested, including advocacy, fundraising and communications.
ABOUT LYNN
Lynn Fick-Cooperis currently the Managing Director for Societal Advancement Group at theCenter for Creative Leadershipin Greensboro, NC. Lynn has more than 30 years of experience in leadership positions from a variety of organizations including directing government and community affairs for theGreensboro Area Chamber of Commerce; serving as Chief Marketing Officer forHuthwaite, and serving as Director of Public Relations for IHFRA (International Home Furnishings Representatives Association). Lynn’s previous experience at CCL includes serving as Chief Development Officer and Group Director of Institutional Advancement and Manager. Since 2007, Lynn has also been in a full-time faculty role at CCL, designing and delivering leadership development programs across a variety of sectors, with a specific focus on developing nonprofit, community, and executive nurse leaders in health and health care. In her current role, Lynn is the Program Director and Lead Faculty for the Robert Wood Johnson Foundation’s (RWJF) Public Health Nurse Leaders Program, Community Coalition Leadership Program, and the Program Designer and Lead Faculty for the RWJF Executive Nurse Fellows program at the Center for Creative Leadership (CCL®). She also manages CCL’s relationships with other foundations such as the Kate B. Reynolds Trust, Kresge Foundation, the Blue Cross Blue Shield Foundation of North Carolina, and the Community Memorial Foundation in Chicago. Lynn received her B.A. in Communication with a concentration in public relations and M.B.A. from the Bryan School of Business at the University of North Carolina at Greensboro.
EPISODE TOPICS & RESOURCES
62: What Should We Learn from the Giving USA Report? (Melissa Brown)
SUMMARY
You’ve likely seen the numbers each year that represent philanthropic support in the United States through the Giving USA report. The question is, do you really understand what the numbers mean, and how they apply to you and your nonprofit? There is no one better suited to help us understand those questions than Melissa Brown, who has spent some of her stellar 30-year career literally editing the Giving USA report. In this bonus episode of the Path podcast, #62, Melissa shares practical applications of the data, as well as multiple ways you can better position your nonprofit to take advantage of donor trends and preferences.
ABOUT MELISSA
Melissa helps charities turn knowledge into action. Drawing on nearly 30 years in the nonprofit sector, Melissa knows what drives charities to deliver on their mission. She uses research about giving trends and donor motivations to help clients plan effective fundraising; consulting services include presentations, training, surveys, and program evaluation. She was rated as one of the country’s top philanthropy speakers in 2016. Melissa began work as a fundraiser in 1989. Since 2011, her firm Melissa S. Brown & Associates has served clients throughout North America. Major projects include The Fund Raising School, evaluation for Indiana Youth Institute, data analysis for National Philanthropic Counsel, and project management for Carter, a global consulting firm based in Florida. She also volunteers with AFP Research Counciland currently chairs the Association of Philanthropic Counsel. Before founding Melissa S. Brown & Associates in 2011, Melissa worked at the Indiana University Lilly Family School of Philanthropy, where she edited Giving USA. She studied at Reed College and the University of Pennsylvania. Melissa & her historian husband live in southern Washington state, where they are reveling in the mild climate of Zone 8b after 30+ years in gardening Zone 5a. She enjoys kayaking, bird watching, and spending time with family and friends. Her own giving focuses on climate change mitigation, the arts, and social justice.
EPISODE TOPICS & RESOURCES
61: 4 Ways to Advance Your Nonprofit Career (Jay Dowd)
SUMMARY
What are some practical ways you can advance your nonprofit leadership career? In episode #61 of the Path, South Carolina native Dr. Jay Dowd brings experience from leading four different university fundraising teams to answer that question. He shares the critical advice he learned early in his career from mentors and donors themselves, as well as the value of his network and his involvement in professional associations that continue to help him to this day. Jay also gives candid advice for those seeking employment in the sector, and specifically what he’s looking for when he interviews a candidate. Finally, we discussed his exploration of both a masters and doctoral degree, and how he and The Citadel Foundation have been so successful in fundraising, even in the midst of a pandemic!
ABOUT JAY
John P. “Jay” Dowd, III, Ph.D., has served as the President and CEO of The Citadel Foundation since 2013. Jay coordinates fundraising activity with the college’s five academic schools as well as the Krause Center for Leadership and Ethics and The Citadel Graduate College. Under his leadership, TCF publicly launched the $175 million Foundation for Leadership campaign in 2015, coinciding with The Citadel’s 175th anniversary in 2018, and raised in excess of $250 million. Before joining TCF, Jay served as VP for Development and Executive Director of the Francis Marion University Education Foundation (Florence, SC), VP for Advancement at Columbia College (Columbia, SC) and VP for institutional Advancement at Methodist College (Fayetteville, NC). He earned his BA in history from Winthrop University, his Master of Education from the University of South Carolina, and his Doctor of Philosophy in Educational Administration with a cognate in Public Administration from USC as well. Jay currently serves as a member of the Board of Trustees of the Council for the Advancement and Support of Education (CASE), on the Board of Directors of the Alston Wilkes Society in Columbia, S.C., and on the Board of Directors for the SC United Methodist Conference for Camps and Retreat Ministries. A native of Bennettsville, SC, Jay currently resides in Mount Pleasant, SC, with his wife and two children.
EPISODE TOPICS & RESOURCES
60: Maximizing The Leadership Trio for Fundraising Success (Theresa Lee)
SUMMARY
Theresa Leehas enjoyed an exceptional fundraising career, doing some of her best work in the greater Boston area for institutions like MIT, Boston College and Holy Cross. Her advice on the critical “leadership trio” (the CEO/Executive Director, the Chief Development Officer and the Board Chair) is not only applicable to large institutions, but very relevant to any sized organization trying to maximize its senior staff and board leaders as fundraisers. Inepisode #60 of the Path Podcast, Theresa shares her insights on each of the three positions, and what they can do to maximize their individual roles as well as better interact with the other two. Lots of good ideas here, as well as bonus content on fundraising in a virtual setting!
ABOUT THERESA
For 25 years as a philanthropy executive at some of the top ranked universities in the country,Theresahas accumulated the skills and expertise that have enabled her to inspire and lead teams to fundraising success. And, now as aconsultantand teacher, she provides advancement professionals with the tools they need to learn and grow. She has served as a senior executive in advancement during comprehensive campaigns at MIT, Boston College, Holy Cross, Worcester Polytechnic Institute and UMass Lowell. She has worked in a variety of advancement roles including major gift fundraising, management of annual and major gift fundraising teams, alumni and parent relations, human resources, and budget management. She is a leader inCASE District I, co-chairing the educational program for the annual conference for two years. As an instructor for Boston University's professional fundraising course and a frequent speaker for AFP, CASE, and WID, she has shared strategy and practical solutions with fundraising professionals from across the world in all types of non-profits. Theresa earned an M.A. in College Student Personnel from Bowling Green State University. As a proud graduate of the University of Maine, she serves as both an admissions ambassador and on the Board of Directors of the Alumni Association.
EPISODE TOPICS & RESOURCES
59: 5 Keys to Leading Dynamic Virtual Meetings (Lea Williams)
SUMMARY
Even before the pandemic, the lack of effective meetings was one of the biggest productivity challenges for many nonprofit organizations. As a leader, you cannot afford to waste the collective time and talent of your staff, board and key volunteers. To offer practical advice for better meetings - especially in a virtual setting - Dr. Lea Williams shares her five keys for creating a more dynamic and productive culture when you bring your team together in episode #59 of the Path. She discusses how to assess your “meeting ROI”, how to design a thoughtful agenda, how to prepare with purpose, how to master your virtual platform, and how to keep the momentum going. Listen for these and other ideas to help you lead your nonprofit.
ABOUT LEA
Lea is an Organizational Scientist who joined the PMA team in June of 2020. Prior to joining the firm, Lea dedicated her time to two main areas: earning her Ph.D. in Organizational Science from the University of North Carolina at Charlotte and serving 15+ nonprofits through pro-bono consulting engagements through the Volunteer Program Assessment. In addition to her nonprofit work, while obtaining her Doctorate, Lea also worked in several Talent Management/Organizational Development roles at large organizations in Charlotte, such as Ingersoll Rand, Duke Energy, TIAA, and Jacobsen. Given her strong research background, she is skilled at gathering input and synthesizing it to help nonprofit leaders develop innovative solutions. Her specialties include meeting effectiveness (the subject of her dissertation), leadership, board, and staff training and development, data analysis (both quantitative and qualitative), strategic planning, survey design, stakeholder research, and volunteer retention/engagement. She also received her Master's in Industrial-Organizational Psychology from the University of North Carolina at Charlotte and her bachelor's degree in Psychology from Davidson College.
EPISODE TOPICS & RESOURCES
58: How to Make Nonprofit Leadership Your Dream Job (Carson Tate)
SUMMARY
Given the uncertainty we all face right now, it is reassuring to speak with someone like Carson Tate who understands the challenges of maintaining personal and professional balance, as well as the nuances of productivity. Carson offers great advice and resources for nonprofit leaders in Episode #58 of the Path, starting with an understanding of your personal productivity style, and how to adapt if your style does not match those you work with! We also explored the origins of her first book on productivity, Work Simply, and the exciting debut of her second book, Own It, Love It, Make It Work: How to Turn Any Job into Your Dream Job. Ready to jump start your personal and professional productivity? This episode is a good place to start!
ABOUT CARSONA dynamic teacher and coach, Carson is known for igniting personal transformation through her simple, powerful and actionable strategies and tools. She wants people to work smarter, not harder and is on a mission to debunk the time management myths that keep us trapped and overwhelmed, and help us personalize our productivity so we can work simply AND live fully. Carson has the professional magic and personal spark to ignite change quickly, easily, and efficiently. So many experts in the productivity space offer tools help people work smarter. But with Carson’s strategies comes a call to action for each of us navigating our fast-paced, results-driven world to look deeper into our lives to discover the meaning that drives us. Carson serves as a consultant, coach, and trainer to executives at Fortune 500 companies including (but not limited to) AbbVie, Deloitte, FedEx and Wells Fargo. The author of Work Simply and Own It. Love It. Make It Work, her views have also been included in top-tier business media including Bloomberg Businessweek, CBS Money Watch, Fast Company, Forbes, Harvard Business Review blog, The New York Times, USA Today, Working Mother and more. Carson holds a BA in psychology from Washington and Lee University, a Masters in Organization Development, and a Coaching Certificate from the McColl School of Business at Queens University.
EPISODE TOPICS & RESOURCES
57: Bringing Authenticity to Nonprofit Leadership (Lisa Baxter)
SUMMARY
Like many in the nonprofit sector, Lisa Baxter did not seek a role in philanthropy; the sector quite literally sought her out. And while the path to nonprofit leadership has not always been accommodating to her, the lessons learned and wisdom gained has helped Lisa not only succeed but also provides valuable advice for other leaders on a similar career track. In episode #57 of the Path podcast, Lisa discusses the systems she has in place to remain productive while balancing work and family, and also how she’s even more sensitive to the value of her time. She also shares some great resources that have helped her develop her skills and encourage others to join the profession.
ABOUT LISA
Lisa is the Director of Major Gifts for MLK Community Health Foundation in Los Angeles and is responsible for the strategic direction and management of key donors and fundraising initiatives essential to developing, expanding and stewarding major philanthropic support for the hospital. Lisa has worked in the nonprofit sector for 12 years including roles as the Director of Development for After-School All-Stars, Los Angeles (ASAS-LA), the Associate Director, Corporate Giving at Starlight Children’s Foundation and the Director of Corporate Development at Make-A-Wish Greater Los Angeles. Prior to Make-A-Wish, Lisa worked at Children’s Hospital Los Angeles (CHLA) for five years as an Associate Director, Major and Planned Gifts. Lisa began her career in nonprofit as a Match Support Specialist at Big Brothers Big Sisters of Greater Los Angeles and earned her BA in English from Mount Saint Mary’s University and currently serves on the Board of Directors for the Association of Fundraising Professionals of Greater Los Angeles (AFP-GLAC) and Conaxion a non-profit that supports small businesses in South LA with access to capital, technical assistance and resources needed to grow and thrive. Lisa is also the 2020 Chair of the AFP-GLAC I.D.E.A. (Inclusion. Diversity. Equity. Access.) Committee.
EPISODE TOPICS & RESOURCES
56: 10 Essential Skills & Experiences for Nonprofit Leadership (Patton McDowell)
SUMMARY
This episode of the Path Podcast, #56, includes a top-10 list of the most important skills and experiences necessary for successful nonprofit leadership:
ABOUT PATTON
Patton has spent his entire 30-year career helping talented individuals raise more funds and effectively lead their nonprofit organizations. After starting his consulting practice in 2009, he and his colleagues have worked with the leaders of more than 230 nonprofit organizations. Before starting PMA Consulting, he spent a decade in higher education as Vice President for Advancement at Queens University after serving in the same role at UNC Wilmington, where he was the youngest vice chancellor in the UNC system. Prior to his tenure in higher education, he worked with volunteers from 85 different counties as the state Program Director for Special Olympics North Carolina and as an Assistant for Education & Training for Special Olympics International in Washington DC, where he helped design coach and volunteer training curriculum used worldwide. Patton grew up in Elizabeth City, NC, and went to UNC Chapel Hill as a Morehead Scholar where he received a BA in English Education. He received his MBA from the McColl School of Business while working at Queens, and his Doctorate in Education (Organizational Change & Leadership) from the Rossier School at the University of Southern California. He is a Certified Fund Raising Executive (CFRE), and a Master Trainer for the Association of Fundraising Professionals (AFP) International. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership in Charlotte, where he works with aspiring nonprofit leaders through the New Development Directors program and coaches an annual cohort of Executive Directors and Chief Development Officers through Leadership Gift School.
EPISODE RESOURCES
55: Recalibrating Your Fundraising Strategy as a Nonprofit Leader (Alison Singer)SUMMARY
Like most nonprofit leaders, you are likely driven by passion for a cause that is meaningful to you. Alison Singer is certainly a great example of that drive, but she has also taken her lifelong commitment to serving individuals and families with Autism and turned it into a national nonprofit called the Autism Science Foundation. Her story is a fascinating one, and her podcast episode, #55 on the Path, also serves as a master class in the fundamentals of starting a nonprofit, and real-time adaptations to special event planning, fundraising and powerful online resources. We also discussed her organizational and team-building strategies during the pandemic, and what things she expects to continue beyond COVID-19.
ABOUT ALISON
Alison is the Co-Founder and President of the Autism Science Foundation and she manages the foundation’s strategy and directs it to fulfill its mission of supporting autism research and educating the public to increase awareness of autism and the needs of individuals and families affected by autism. Alison has served on the Interagency Autism Coordinating Committee (IACC) since 2007. She also currently serves on the executive board of the Yale Child Study Center, on the external advisory board of the Marcus Autism Center at Emory University, and on the external advisory board of the CDC’s Center for Birth Defects and Developmental Disabilities. Alison chairs the International Society for Autism Research public relations committee and is a member of the IMFAR program committee and community advisory committee. She graduated magna cum laude from Yale University with a B.A. in Economics and has an MBA from Harvard Business School. During the COVID-19 pandemic, ASF has launched several new programs to respond quickly to the changing needs of the autism community and make sure that critically needed autism research continues to progress.
EPISODE TOPICS & RESOURCES
54: Building a Leadership Gift Culture at Your Nonprofit Organization (Chris McLeod)
SUMMARY
How do you assure your nonprofit is in a position to receive Leadership Gifts? Many nonprofit organizations dream of that type transformational donor investment, but fail to put themselves in a good position to receive one. Chris McLeod knows all about that challenge, and helped co-found the Institute for Philanthropic Leadership - and its signature program called Leadership Gift School – to help organizations better articulate their case for leadership giving. Chris and I had a great conversation about LGS on episode #54 of the Path Podcast, and also discussed the work she’s done over her 25-year nonprofit career in planned giving and in other fundraising settings. Chris was also willing to open up about her battle with cancer and the career choices she’s made as a result of personal and professional challenges.
ABOUT CHRIS
Chris is the Director of the Osher Lifelong Learning Institute (OLLI) at Duke University and her professional experience is wide-ranging prior to OLLI. It includes working as a Congressional Affairs Officer for the Office of Congressional Affairs with the Federal Emergency Management Agency; as Director of Corporate and Foundation Development for the Kenan-Flagler Business School at UNC-Chapel Hill; as Director of Fund Development and Planned Giving for the Carolinas HealthCare Foundation; as Director of Corporate and Foundation Relations for UNC-Charlotte; as Executive Director for The Greater Charlotte Cultural Trust of the Foundation For The Carolinas; and as founder and president of Giving Matters, Inc. (a consulting firm focused upon providing philanthropic counsel). In 2008, Chris was part of a group of philanthropy leaders in Charlotte who were inspired to develop a program to help educate nonprofit leaders about how to cultivate individuals for major gifts; this effort resulted in the creation of the Institute for Philanthropic Leadership and its inaugural program, the Leadership Gift School. Chris earned her bachelor’s degree in political science with honors from Wheaton College and a J.D. from American University. Following her graduation from American, she was admitted to the Maryland Bar. She has also completed the Bridges Program for Academic Leadership (Chapel Hill) and the Innovation Institute of the Transformational Leadership Program (McColl Center for Visual Arts).
EPISODE TOPICS & RESOURCES
53: Building A Legacy Organization Through Nonprofit Leadership (Jeff Michael)
SUMMARY
Every nonprofit organization has an upcoming anniversary, whether it’s their first, their 150th, or somewhere in between. While simply celebrating an anniversary may not help your organization achieve strategic success, it may well provide a unique opportunity to raise awareness of your organization's history, as well as elevate your vision going forward. That’s exactly whatJeff Michaeland I discussed during episode #53 of thePath Podcast. Jeff is the Director of UNC Charlotte’sUrban Institute, a unique and collaborative organization that partners with nonprofit and municipal entities to improve all aspects of the region it serves. Jeff brings great insight not only from his leadership journey, but from how he’s embraced innovation during this time of virtual programming, and utilized his organization’s 50th anniversary to sharpen his vision for future success. He also offers great suggestions for nonprofit leaders on their professional development plans, and how they might partner with organizations like his to make a data-driven case for support that is appealing to funders and to the community at large.
ABOUT JEFF
Jeff received a BS in Business Administration and a Master of Regional Planning from UNC Chapel Hill, as well as a J.D. from the UNC School of Law. He is often called upon by the media and policy makers to draw upon his professional and personal knowledge of the Charlotte region to provide expert commentary on the economic, environmental and social issues facing the region. In addition to his administrative responsibilities, Jeff has played a lead role in the creation of the Institute’s Charlotte Regional Indicators Project, and frequently lends his expertise in land use and environmental law to research projects. He also serves as acting Director of the RENCI@UNC Charlotte Engagement Center. Prior to coming to the Institute in 2003, Jeff served as Executive Director of theWildacres Leadership Initiativein Durham, as founding Director ofThe Land Trust for Central NCin Salisbury, and founding Director of the Yadkin-Pee Dee Lakes Project in Badin. He was selected as a William C. Friday Fellow in 1997 and as an American Marshall Memorial Fellow in 2005. He serves on the boards of the Conservation Trust of NC, Wildacres Retreat, and The LandTrust for Central North Carolina, the Advisory Council of the Carolina Thread Trail, and the Trust for Public Land’s Carolinas Advisory Board.
EPISODE TOPICS & RESOURCES
52: Celebrating Black Philanthropy and Nonprofit Leadership (Valaida Fullwood)
SUMMARY
What can your nonprofit do to better engage Black philanthropists? There is no one better suited to answer the question than Valaida Fullwood, who brings her pioneering experience through Charlotte’s New Generation of African American Philanthropists (NGAAP) and its Bold Project, as well as her experience as a champion for Black Philanthropy Month and the #BPM2020CLT initiative. She also brings to life more than 200 examples of Black philanthropy through her award-winning book Giving Back. Valaida and I discussed her journey in nonprofit leadership, lessons she’s learned along the way, and how to be an “idea whisperer” and someone who can bring philanthropic innovation to their organization. Much more in this episode of the Path Podcast, as she has powerful and timely advice for any current or aspiring nonprofit leader.
ABOUT VALAIDA
Valaida brings unbridled imagination and a gift for harnessing wild ideas to her work as a writer, public speaker and consultant. She is the award-winning author of Giving Back, a book profiling stories of philanthropy among African Americans that was developed with photographer Charles Thomas. Valaida is a recognized thought leader on African American philanthropy and community-led philanthropy and is frequently invited by a variety of groups to write, talk and consult on the topic. She is featured in a 2013 TEDx Talk on philanthropy and was named the 2014 Lake Distinguished Visitor at Indiana University Lilly Family School of Philanthropy. In 2015, Valaida collaborated with HBCUs, museums and other cultural institutions to launch the multimedia, touring exhibition Giving Back: The Soul of Philanthropy Reframed and Exhibited. In 2020, the Charlotte Chapter of the Association of Funding Professionals (AFP) named Valaida Charlotte’s Outstanding Champion of Diversity. She also earned the 2020 Trailblazer Award from ABFE, the national network of Black executives and professionals in philanthropy. Valaida’s writing and projects are featured on valaida.com, and she enjoys social media connections on Facebook, LinkedIn, Instagram and Twitter at @ValaidaF.
EPISODE RESOURCES
51: Is a Merger Right for Your Nonprofit? (Laura Belcher)
SUMMARY
As uncertain conditions continue to challenge nonprofit leaders and their ability to plan strategically, the need for effective collaboration is greater than ever. While effective partnerships and collaborative opportunities exist without an actual merger taking place, many nonprofit leaders are contemplating what an actual merger might do for their organization. In episode #51 of thePath Podcast, Laura Belcher, the President & CEO ofHabitat for Humanity of the Charlotte Region, and I had a great discussion about all three phases of a nonprofit merger. What should you be looking for in a potential merger partner? How do you effectively plan for the merger to take place? How do you implement the merger once the decision has been made? These are just a few of the strategic topics Laura and I discussed, and she offers a wealth of ideas and advice based on her journey that will help anyone on the path to nonprofit leadership.
ABOUT LAURA
Laura joined Habitat Charlotte in 2014. The organization’s mission is to remove barriers to affordable housing by bringing people together to build homes, communities and hope. During her tenure, Laura has overseen a 30% growth in production, led the effort in the creation and implementation of the 2016-2020 strategic plan, and in February of this year, managed the merger between Habitat Charlotte and Our Towns Habitat, creating Habitat for Humanity of the Charlotte Region. Over the last two years, she has been instrumental in the affiliate’s offering more diverse housing solutions and an expansion in financial literacy offerings. Laura has served on numerous committees of Habitat for Humanity International (HFHI); she currently co-chairs the Collaborative Operating Model Executive Task Force and was elected to a 3-year term on the HFHI US Council. She spent the first 20 years of her career in corporate roles with Arthur Andersen, Wachovia Securities and Transamerica. Laura is a CPA, a graduate of the College of William and Mary, and spent 9 years in nonprofit work as CFO/COO of theArts & Sciences Councilprior to joining Habitat. She attributes her passion for Habitat to her church where she started volunteering and building houses over 20 years ago.
EPISODE TOPICS & RESOURCES
50: Elevating A Cause Through Nonprofit Leadership (Curtis Drafton)
SUMMARY
Not many nonprofit leaders have actually experienced the personal and professional challenges facing the individuals their organization serves. After two Army tours in the Middle East left him injured,Curtis Drafton then had to overcome the tragic loss of his fiancé to cancer. In his words, he was “mentally broken and confused,” but also realized he was not alone in his struggle. Few would have blamed him for taking years to get his life and career in order, but Curtis realized many of the challenges he faced were not dissimilar from thousands of other veterans who had selflessly served this country. From that point on, Curtis found his calling, and helped found theU.S. Veterans Hall of Fame. In episode #50 of thePath Podcast, Curtis and I had a great conversation in which he shares practical insight for nonprofit leaders trying to turn a cause into a successful organization. What resources were most helpful to Curtis? How did he approach fundraising on a local, regional and national level? How did he identify the volunteers, partners, and resources necessary to make the concept of a Hall of Fame much more than a building? Answers to these questions and much more in this episode!
ABOUT CURTIS
After an all-state high school track and field career in Ohio, Curtis enrolled at Columbus State Community College with dreams of transferring to Ohio State and eventually training for the Olympics. Two nagging knee injuries ended his athletic career, however, and an enlistment in the Army followed. After getting his degree in kinesiology, he completed a four-year military contract, and then took a year to care for his ailing fiancé who was diagnosed with acute lymphocytic leukemia. After she passed away, he re-enlisted for an additional two-year commitment. Following his military service, he took on several positions in corporate America, bringing passion to each, but not finding the calling he was looking for. He then launched a volunteer rescue team to help veterans affected by natural disasters, and knew he had found his purpose. It was then he also became a Chaplain, and heard God’s calling for the U.S. Veterans Hall of Fame. Curtis is also a Minister on staff atUplift Christian Ministriesin Charlotte, NC, a collegiate athletics mentor, a veterans' needs advocate, a Search & Rescue Team Leader and an avid gardener.
EPISODE TOPICS & RESOURCES
049: 4 Tips for Effective & Efficient Fundraising (Patton McDowell)
SUMMARY
Patton had an opportunity to be a guest on Dolph Goldenburg’s great podcast and discuss four key tips he’s found to help nonprofit organizations organize their fundraising efforts. This was also our first opportunity to participate in a “reverse podcast,” as this episode first appeared on Dolph’s feed on July 16, 2020, and now is included on our feed as well. Description from The Successful Nonprofits Podcast: Small and medium-sized nonprofits face unique fundraising challenges and all too often overcompensate in ways that can cause lasting damage. Today’s guest, Patton McDowell, is not only a nonprofit podcast sensation himself, but a fundraising expert. Patton shares 4 simple tips to accomplish efficient and effective fundraising: adopt an achievable fundraising strategy, use positive messaging, properly engage your board and executive director, and keep your development staff happy. Listen in for details on how you and your nonprofit can achieve each of these and improve your fundraising outcome!
ABOUT PATTON
Patton has spent his entire 30-year career helping talented individuals raise more funds and effectively lead their nonprofit organizations. After starting his consulting practice in 2009, he and his colleagues have worked with the leaders of more than 230 nonprofit organizations. Before starting PMA Consulting, he spent a decade in higher education as Vice President for Advancement at Queens University after serving in the same role at UNC Wilmington, where he was the youngest vice chancellor in the UNC system. Prior to his tenure in higher education, he worked with volunteers from 85 different counties as the state Program Director for Special Olympics North Carolina and as an Assistant for Education & Training for Special Olympics International in Washington DC. Patton grew up in Elizabeth City, NC, and went to UNC Chapel Hill as a Morehead Scholar where he received a BA in English Education. He received his MBA from the McColl School of Business while working at Queens, and his Doctorate in Education (Organizational Change & Leadership) from the Rossier School at the University of Southern California. He is a Certified Fund Raising Executive (CFRE), and a Master Trainer for the Association of Fundraising Professionals (AFP) International. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership in Charlotte. Patton is the host of the weekly podcast Your Path to Nonprofit Leadership.
EPISODE RESOURCES
Listen: Dolph Goldenburg’s episode #44 Building A Supercharged Nonprofit BoardListen: Patton’s episode #165 on the Successful Nonprofits Podcast
48: Agile Arts Leadership in the Nonprofit Sector (Devlin McNeil)
SUMMARY
How do you manage an Arts organization when every aspect of your program is disrupted? Perhaps no nonprofit sector has more challenges right now than Arts & Culture organizations, given the limitations to programming, performances and gatherings. And with the philanthropic community understandably focused on health and human services, the Arts sector faces even greater needs for agile leadership. Fortunately, Devlin McNeil, the President & Executive Director of Arts+, provides great insight as to how any organization can adapt and change despite challenges from every direction in episode #48 of the Path Podcast. In addition to her change management strategies, Devlin and I discussed how she’s attracted and retained a very talented team of staff leaders, as well as built an incredibly dynamic board of directors. She also provides great insight about evaluating and ultimately choosing the right nonprofit leadership role to fit your personal mission and career goals.
ABOUT DEVLIN
Devlin joined Community School of the Arts (CSA), now Arts+, in June 2013. As President & Executive Director, she is responsible for the leadership and management of the organization, facilitates programs and key partnerships, and directs efforts to ensure sustainable funding. Devlin received her BFA, as a non-traditional student, from the University of North Carolina at Charlotte (UNCC) with concentrations in Photography and Art History and has completed coursework for the Master of Arts in Arts Administration (MAAA) program at Winthrop University. Prior to her role at Arts+, she worked for McColl Center for Visual Art for 10 1⁄2 years – with a brief hiatus of 10 months to work with the Public Art Program of the Charlotte Area Transit System. Her roles at McColl Center included Marketing, Education Director, Program Director, and before leaving her tenure there, Chief Operating Officer. Devlin began her career in non-profit arts management after formerly working for First Union National Bank (now Wells Fargo) and brings a complementary blend of non-profit and corporate experience to her role as Executive Director. She has been a presenter at the North Carolina Arts Education Conference, a panelist for the United Arts Council of Greater Greensboro and the Charlotte Area Transit System—where she also served as a curator, and a juror for many art competitions including UNC Charlotte and Scholastics. She has associations with NAEA – National Art Education Association, National Guild for Community Arts Education, Charlotte Symphony Guild, Women Executives, and serves on the board of the Charlotte Lesbian and Gay Fund.
EPISODE TOPICS & RESOURCES
47: Millennials & Corporate Partners: What Nonprofit Leaders Need to Know (Derrick Feldmann)SUMMARYHow do you get the millennial generation to engage in your nonprofit’s cause? That’s the first question Derrick Feldmann and I explored during our conversation on episode #47 of the Path Podcast. There is no one more qualified to answer that question, given his decade-long research on the millennial generation. While Derrick provided a fascinating look at that demographic, we were also able to follow his research journey into two other specialty areas as well. His work around Social Movements for Good explored what makes some causes not only go viral, but truly engage their constituencies. Finally, we delved into the findings published in his latest book, The Corporate Social Mind, which provides invaluable insight about what companies are looking for ion their nonprofit and community partnerships. All of these topics certainly should be ingrained in the minds of nonprofit leaders as they strengthen their organizations as well as engage critical support from community and corporate leaders. Not only are Derrick’s books ones to add to your collection, but he also adds four others to your wish list! ABOUTDerrick Feldmann is a sought-after speaker, researcher and advisor for causes and companies on social movements and issue engagement and is the author of three books, Social Movements For Good: How Companies and Causes Create Viral Change andCause for Change: The Why and How of Nonprofit MillennialEngagement and The Corporate Social Mind. He has been recognized as a leading researcher in cause engagement for more than a decade and his work is regularly cited by such outlets as Forbes, Fast Company and The Wall Street Journal and as a reliable source of data on today’s cause engagement. During the prior 10 years, he led the research team for the Millennial Impact Project, producing the comprehensive study on how the generation has engaged with causes from varying perspectives. Derrick currently splits his time between INFLUENCE|SG and the Ad Council Edge, the Ad Council’s strategic consulting division that advises during the formative stages of public engagement programs.
EPISODE RESOURCESDerrick’s study onInfluencing Young America to ActMark & Paul Engler’sbook This is an Uprising
Robert Shiller's bookNarrative Economics
Walter Isaacson'sLeonardo Da Vinci
Samantha Power'sThe Education of an Idealist
46: Finding New Opportunities Through Nonprofit Leadership (Cheryl Richards)SUMMARYAs a nonprofit leader, how do you know when it’s the right time to make a change? That’s exactly where Dr. Cheryl Richards and I started our conversation, as she was only two weeks into her new role as the first female President of Johnson & Wales University’s Charlotte Campus. After great success in her previous leadership role as the CEO & Founding Regional Dean at Northeastern University, she certainly was not compelled to leave, but continued to follow her strategic career vision. In sharing her story, she offers a literal resource manual for current and aspiring nonprofit leaders. Cheryl details her goal-setting and self-assessment activities, her approach to fundraising and board development, and perhaps most importantly, how she has volunteered her time to gain invaluable professional and community experience. She also provides great advice for leading in a virtual environment, identifying and mentoring young leaders, and also throws in a few good books for us to read as well! ABOUT CHERYLCheryl began her tenure as President of Johnson & Wales University’s Charlotte Campus on June 15, 2020. Since 2011, she served as the Founding CEO and Regional Dean of Northeastern University’s Charlotte Campus. As their chief academic officer, she championed the licensure and growth in academic program offerings from eight to more than 50 undergraduate, graduate and certificate programs. Prior to Northeastern, Cheryl was a campus and academic dean at the Cato Campus of Central Piedmont Community College in Charlotte. Active in the community, Richards has served on a number of boards, including the Charlotte Regional Business Alliance and MeckEd. She currently serves on the boards of Progressive AE, Apparo, the American Heart Association, and Smart Start of Mecklenburg County. She earned her Doctor of Philosophy in Leadership for Higher Education at Capella University in Minnesota. She has a Master of Science degree in Student Affairs in Higher Education and a Bachelor of Arts degree in Speech Communication, both from Colorado State University. EPISODE TOPICS & RESOURCESMichael Watkins’ bookThe First 90 DaysTom Rath’s bookStrengthsFinder 2.0Lance Secretan’s book Inspire! What Great Leaders Do
45: Navigating the Nonprofit Leadership Journey (David Malloy)SUMMARYMaking a job transition is challenging enough under any circumstance, but how about with the addition of a pandemic, cross-country logistics, and the addition of a new baby in the family?!?! That’s exactly what David Malloy had to maneuver as he assumed his new role as Executive Director of the California-Nevada United Methodist Foundation. David and I had great discussion in episode #45 of the Path in which he shares many lessons learned from the national search process as well as the orientation into a senior nonprofit leadership position. He also highlights crucial networking and life-long learning tactics that paid off right when he needed them to, and offers great take-aways for our listeners. David also finishes with some great books for that are sure to enhance the collections for those of you interested in similar Executive Director opportunities.
ABOUT DAVIDDavid is the newly elected Executive Director of the California-Nevada United Methodist Foundation, which serves individuals, local church congregations and conference agencies. He came to the foundation after serving for 10 years in the Office of Development with the General Board of Global Ministries where he worked as the Director of Annual Conference Relationships and helped fundraise for over 900 projects and 350 missionaries in 65 countries. Malloy also coordinated trainings and presentations to equip church leadership with information on giving opportunities, donation data and project impact, including extensive work throughout Africa including Sudan, Uganda, Mozambique and Liberia, as well as for programs in Mexico, China and South Korea. Malloy previously served four years as the Director of Communications for the Greater New Jersey Conference, and before working in New Jersey, he was the fifth recipient of the Judith L. Weidman Fellowship sponsored by United Methodist Communications. Malloy is a fourth generation United Methodist and the product of a North Carolina Conference parsonage where he was taught the value of service in the church. David is a graduate of the University of North Carolina at Pembroke with a bachelor's degree in communications with a public relations concentration. In 2015 he received a master’s degree in Fundraising and Non-Profit Management from Columbia University. David and his wife Summer welcomed their first child in December 2019.
EPISODE TOPICS & RESOURCES
44: Building A Supercharged Nonprofit Board (Dolph Goldenburg)
SUMMARY
How do you best engage your board members as a nonprofit leader, especially given the challenges the sector is facing right now? This episode of the Path poses that question to someone who literally wrote a book about the topic, called Successful Nonprofits Build Supercharged Boards. Dolph Goldenburg and I certainly discuss board development in episode #44 of the podcast, but also talk about specific fundraising tactics you can incorporate into your development plan, as well as two things in which every nonprofit should be investing right now. He also has some great – and specific – productivity tips that he’s developed during his years as a nonprofit CEO, and also has several online and book resources that you’ll definitely want to check out!
ABOUT DOLPH
Dolph is recognized as a leader within the nonprofit sector who has a track record of guiding organizations through leadership transitions, strategic planning and board development. He started Successful Nonprofits in 2014 to provide consulting, podcasting and publishing services that strengthen the nonprofit sector. His clients have included large nonprofits like Sheltering Arms and HOPE Atlanta and also small but mighty nonprofits like the Transgender Legal Defense and Education Fund and Zebra Coalition. Prior to starting his consulting practice, Goldenburg was a successful nonprofit CEO for 12 years with a demonstrated history of leading organizations to financial stability and growth. As a CEO, Goldenburg helped organizations transform deficits into healthy surpluses, increase fund balances, dramatically expand services, and increase revenue. In addition to extensive CEO experience, Goldenburg also has more than a decade of fundraising experience, which includes soliciting six -figure gifts and writing millions of dollars in funded grant proposals. Goldenburg holds a master’s degree in public administration from the Andrew Young School of Policy Studies at Georgia State University and graduated summa cum laude with a bachelor’s degree in social work from Georgia State University. Dolph is the host of the Successful Nonprofits Podcast, and author of the book Successful Nonprofits Build Supercharged Boards
EPISODE TOPICS & RESOURCES
43: What is Your Nonprofit Career Vision? 6 Questions You Need to Answer (Patton McDowell)
SUMMARY
These are challenging times for all kinds of reasons, given the isolation of the pandemic, the obvious disparities of race and privilege we’re seeing up close, and the economic uncertainties that affect our personal and professional livelihoods. These existential questions don’t have easy answers, but nonprofit leaders are looking for guidance as they get their heads around them and evaluate what it means for their career journey. This episode of the Pathincludes a framework used in Patton’s coaching on Your Path to Nonprofit Leadership, including six specific questions that will help sharpen your goals and design a Vision Framework. We’ve all had more time to reflect these days, and these questions will give you things to consider and perhaps prompt a writing or journaling exercise. As a result, you’ll better articulate your long-term goals on the Nonprofit Path.
ABOUT PATTON
After starting his consulting practice in 2009, Patton and his colleagues have worked with the leaders of more than 230 nonprofit organizations. Before starting PMA Consulting, he spent a decade in higher education as Vice President for Advancement at Queens University after serving in the same role atUNC Wilmington, where he was the youngest vice chancellor in the UNC system. Prior to his tenure in higher education, he worked as the state Program Director for Special Olympics North Carolina and as an Assistant for Education & Training for Special Olympics International in Washington DC. Patton grew up in Elizabeth City, NC, and went to UNC Chapel Hill as a Morehead Scholar where he received a BA in English Education. He received his MBA from the McColl School of Businesswhile working at Queens, and his Doctorate in Education (Organizational Change & Leadership) from the Rossier School at the University of Southern California. He is a Certified Fund Raising Executive (CFRE), and a Master Trainer for the Association of Fundraising Professionals (AFP) International.
EPISODE RESOURCES
Listen: New to Nonprofit? Five Ways to Hit the Ground Running (Mike Blackwelder) Read: New to the Nonprofit World? 5 Ways to Hit the Ground Running Listen: Fortune 500 to Nonprofit Founder & CEO (Tina Admans) Listen: Making the Jump: Corporate America to Nonprofit Executive (Kristin Beck)
42: Challenging the Nonprofit Status Quo (Tina Postel)
SUMMARY
What should you put in place at your nonprofit organization before you encounter challenges like those we’re facing right now? That’s one of the many topics Tina Posteland I discuss in episode #42 of the Path podcast, and fortunately you’re not too late to implement many of her great ideas. Families struggling with food insecurities have enough barriers to overcome, and she knew her organization, Loaves & Fishes, had to be more effective and efficient even before the current coronavirus conditions began to affect her staff, volunteers and the families she serves. Tina put her leadership skills into play so she could not only maintain the volume of food provided but be nimble enough to expand and to explore other partnerships in her sector. Tina has always been a student of leadership, and we discussed her early efforts to utilize a professional coach and how she honestly appraised her skills so she could develop a plan to get better. She also has great insight on effectively hiring talent into the nonprofit sector, how she cultivates her board members, and advice she would offer those considering the nonprofit sector as a career path. Some good books to consider as well!
ABOUT TINA
Tina Postel serves as the Executive Director of Loaves & Fishes, Inc. where she oversees a network of over 40 emergency food pantries in Charlotte, North Carolina. In 2019, Loaves & Fishes provided groceries to over 80,000 neighbors in need. Tina previously served as Chief Executive Officer for the Billings Family YMCA. Tina has a BS in Psychology from the University of Iowa and a master’s degree in Organizational Leadership for Nonprofit Management from Lewis University. In addition to her leadership role at Loaves & Fishes, Tina is a nationally recognized speaker and trainer and presents on topics of collaboration, strategic planning, organizational development and servant leadership. She also serves as an Adjunct Professor at the University of North Carolina Charlotte and teaches graduate courses in Nonprofit Management and Fundraising. Tina is an active member of several local and national volunteer organizations and advocacy groups aimed to combat poverty, alleviate food insecurity and achieve social justice for all. She is a professional leader in nonprofit services and philanthropy with over 20 years of experience working and volunteering in the community to promote positive change.
EPISODE TOPICS & RESOURCES
41: Dealing with Adversity as a Nonprofit Leader (Michael Ward)
SUMMARY
It’s easy to celebrate successes when things are going well for you as a nonprofit leader, but what about when things don’t go so well? Michael Ward has had some fantastic successes as a fundraiser and nonprofit leader, but what made our conversation so powerful was his willingness to tackle adversity. His thoughtful and proactive approach to dealing with personal and professional challenges offers great insight for anyone on the Path to nonprofit leadership. We also discussed his use of emotional intelligence to sharpen his fundraising abilities, as well as his hiring practices to build a strong team. Of course, we definitely discussed the fascinating lessons learned from the transformational gift of $28 million he engineered for the Wilson College of Textiles! As always, our guests have great books to recommend, and Michael is no exception here.
ABOUT MICHAEL
Michael Ward is the Executive Director of the North Carolina Textile Foundation at NC State’s Wilson College of Textiles, and is a development professional with more than 20 years of experience in higher education advancement. He joined the Foundation in March of 2016 as Director of Development, overseeing all aspects of development to include major/principal gift development, annual giving, alumni engagement, communications and stewardship. In 2018, he led the cultivation and solicitation strategy resulting in the $28 million-dollar naming gift for the Wilson College of Textiles. His unique approach was profiled in the 2020 book, Start with Heart: The Secret Power of Emotions to Catalyze Fundraising Results for Individuals, Teams, and Organizations. In July 2019, Michael was appointed Executive Director of the North Carolina Textile Foundation. A native of Raleigh, NC and a graduate of Appalachian State University, he began his career in athletics fundraising at Northern Illinois University, then worked for East Carolina University in a variety of development roles as well as Clemson University. Michael and his wife Alison are the proud parents of Michaela and Watts Ward.
EPISODE TOPICS & RESOURCES
40: What Do I Do With My Nonprofit’s Strategic Plan? (Andrew Hollo)
SUMMARY
Given the uncertainty nonprofit leaders are facing right now, it’s no wonder many are dismissing long-range strategic plans as practically useless. However, Andrew Hollobrings a much needed and fresh perspective to this strategic planning dilemma and demonstrates that the work he has done across Australia is very much applicable to nonprofit leaders around the world. We discuss four existential questions every nonprofit should be asking itself, and three rules they should be following for success. Much to learn from this episode, as well as a multitude of book recommendations to consider, including Andrew’s fantastic From Impossible to Possible. ABOUT ANDREW
Andrew Hollois the Founder & CEO of Workwelland one of Australia’s leading experts in realizing the potential of organizations and groups to develop ‘big ideas’ and gain collective results, especially in demanding, complex sectors and where work across organizational and sector boundaries is required. He has high level of skill in getting diverse views to the highest value, and clear conceptual agreement in the shortest possible time. In 20 years, Andrew has led over 500 projects for clients who deliver substantial public value: government and nongovernment, as well as privately held. He’s worked with numerous public value agencies on the alignment of leaders around clearly articulated strategic vision, roles and objectives — with demonstrable outcomes. Prior to founding Workwell, he served as a Director for G & H Training, and as a Consultant for Accenture (formerly Andersen Consulting). Andrew received his BA in Psychology from theUniversity of Melbourne.
EPISODE TOPICS & RESOURCES
**39: Nonprofit Leadership in Healthcare Philanthropy (Adam Cook)
SUMMARY**
What’s it like to lead a healthcare foundation in the midst of a pandemic? How do you stay organized when all of your events are pushed off the calendar and everyone you speak with has a new idea? Adam Cook has great insight and perspective on these questions and many more in episode #40 of the Path. He has served multiple health care foundations over the course of his nonprofit career, and we talk about many of the lessons he’s learned during his leadership journey. Adam explains his “ASK” method of fundraising - which is especially helpful right now - and how he goes about attracting the younger generation onto his boards of directors. He also has some words of wisdom for those just starting in the nonprofit sector, including the key to finding a mentor who can help serve as your guide. Finally, Adam has some good books to add to your bookshelf!
ABOUT ADAM
As Chief Development Officer at Mercy Health Foundation, Adam oversees all fundraising initiatives for the 16 hospital foundations across the system one of the top five large health systems in the United States. Mercy includes more than 40 acute care, managed and specialty hospitals, 900 physician practices and outpatient facilities and 45,000 co-workers in Arkansas, Kansas, Missouri and Oklahoma. Mercy also has outreach ministries in Louisiana, Mississippi and Texas. Prior to his arrival in St. Louis, Adam served in leadership positions at Cardinal Innovations Healthcare in Charlotte, NC, the New Hanover Regional Medical Center Foundation in Wilmington, NC, and the NorthEast Foundation in Concord, NC. Known for establishing strong cultures of charitable giving across multiple organizations, he has significant experience in non-profit leadership and strategic planning, health and human services, research, and education. Adam is graduate of UNC Chapel Hill, a Certified Fund Raising Executive (CFRE), and a frequent public speaker on leadership, communications, and non-profit management.
EPISODE TOPICS & RESOURCES
• Jerold Panas’ bookAsking: A 59 Min Guide
• Michael Watkins’ bookThe First 90 Days
38: The Secret Lives of Nonprofit Leaders (Kishshana Palmer)
SUMMARY
Kishshana Palmer is not afraid tell us what we need to hear, even if we’re not sure we’re ready for it! She’s the kind of truth-teller the sector needs, and our conversation on the Path provided all kinds of valuable insight for nonprofit leaders and fundraisers that can be applied right now. Kishshana shared a candid view of her journey into nonprofit leadership, and the challenges she’s overcome and the lessons she’s learned that she now shares with the folks she coaches and trains. Not only is speaking about issues of diversity and inclusion, but she’s doing something about it by founding the Rooted Collaborative for women of color in the fundraising profession. What are some of the creative initiatives she’s seeing as a result of COVID-19? How does she help an organization maneuver through a lack of board engagement? What are the most important questions one should answer before considering the nonprofit profession? Find out the answers an much more in this episode of the Path.
ABOUT KISHSHANA
Kishshana leads Kishshana & Co., and is a national speaker, trainer, and coach with a 17-year background in fundraising, marketing, and talent management. She’s a supernova on any stage thanks to her charismatic and candid delivery. She’s founder of The Rooted Collaborative-- a global online community for Women of Color in Fundraising. She's the author of "Hey, I'm New Here", the host of the podcast A Shot of Vitamin K, an adjunct professor at Baruch College, a Certified Fundraising Executive(CFRE), a BoardSourceCertified Governance Trainer (CGT) and an AFP Master Trainer. When an organization wants to grow, find and retain people on their team, and raise money, she is the philanthropic fairy godmother they have on speed dial. Her work isn’t limited to organizations, she also coaches social good professionals. Kishshana is a NYC girl and mother of one wonderful teenage daughter. She describes herself as “the epitome of your classic 90's Queens homegirl and quintessential corner office executive.”
EPISODE TOPICS & RESOURCES
Bassey Ikpi’s bookI’m Telling the Truth But I’m Lying
037: Maintaining Strategic Focus as a Nonprofit Leader (Brian Maness)
SUMMARY
What do you do to stay organized in an ever-changing environment with children and families from across the state depending on you? Like many nonprofit CEO’s right now, Brian Maness has had to navigate both the personal and professional demands of nonprofit leadership despite an uncertain landscape around him. Brian is the President & CEO of Children’s Home Society of North Carolina, providing services ranging from adoption and foster care to parent education and teen pregnancy prevention to post adoption support for families. Brian and I had a great conversation about how he’s applied lessons learned early in his career to shape his current leadership style, and how he’s advanced from an initial marketing role to serve as the CEO for a state-wide organization with over 300 employees. We also talked about journaling practices, strategic planning, fundraising AND the critical importance of succession planning and the practical implications every nonprofit leader should consider. As always, our guests have great books to recommend, and Brian is no exception!
ABOUT BRIAN
As President and CEO of the Children’s Home Society of NC since 2014, Brian is known as a champion for innovation and transformative change on behalf of children and families. He has led the growth and development of CHS from its traditional focus on adoption and foster care to its comprehensive array of child and family support programs today. Following an early career in marketing consulting and project management, Brian joined CHS in 2002 with the desire to improve the lives of vulnerable children. Brian has garnered respect within North Carolina and nationally for his leadership and contributions in organizational strategy, resource development, service innovation, advocacy, and public policy. Brian’s vision for the future is for CHS to continue to be a leader in innovative services that create, support and enhance loving permanent families. Brian, a father of four, brings his personal perspective on the importance of family and believes that nothing can replace the role of a loving supportive family in the life of a child.
EPISODE TOPICS & RESOURCES
036: Fortune 500 to Nonprofit Founder & CEO (Tina Admans)
SUMMARY
It’s quite possible that you (or someone you know) have contemplated leaving the for-profit world to pursue an opportunity in the nonprofit sector. That’s exactly what Tina Admansdid after moving to Los Angeles over a decade ago. She could very well have stayed on a successful corporate track that included senior positions at Panavision, GE and NBC Universal, but she knew something was missing and nonprofit leadership was calling her. In this episode of the Path, Tina shares her thoughtful process to understand and explore nonprofit opportunities, and the fascinating circumstance that led her to start - and ultimately lead - Minds Matter Los Angeles. She shares with great candor the strengths she felt translated very effectively into the nonprofit world, but also the challenges of developing a board of directors, delegating to volunteers, and becoming a confident fundraiser. What are the 3 W’s of board recruitment? How can nonprofits better explore partnerships with like-minded organizations? Great insight for any current or aspiring nonprofit leader!
ABOUT TINA
Tina Admans co-founded the Los Angeles chapter of Minds Matterin 2010 and has served as President and Chair since. Prior to becoming President of MMLA full time in March 2018, Tina was Director of Business Operations at American Public Media’s radio program Marketplace. Previously, Tina was owner and principal consultant at Pindari Associates, a business transformation consulting company. Prior to Pindari Associates, she was CIO and SVP Financial Shared Services with Panavision, the market leader and Academy Award winning provider of camera and lighting services for the film and television industry. Prior to Panavision, Tina was VP Six Sigma Quality and Digitization at NBC Universal based in Burbank, California as well as a variety of Finance positions including VP of Finance/IT and Sales Traffic at NBC Europe in London, UK. Tina is a graduate of GE’s Financial Management Program as well as a former Corporate Auditor with GE’s elite internal management training program. She holds a BS degree in Finance from Indiana University in Bloomington.
EPISODE TOPICS & RESOURCES
The national organization ofMinds Matter
Brene’ Brown’s bookDaring Greatly
James Kouzes and Barry Posner's bookThe Leadership Challenge
035: Vital Resources from BoardSource (Jim Taylor)
SUMMARY
How can a nonprofit leader take advantage of the resources BoardSource has to offer, especially in a time of uncertainty and strategic challenge? The answers come from Jim Taylor, who not only highlights the tools available from BoardSource for nonprofit leaders everywhere, but also leans on his personal and professional experience to add even greater value for listeners of this episode of the Path. A pandemic certainly highlights vulnerabilities within the nonprofit sector, and Jim thoughtfully discusses existing issues for nonprofit boards as they consider their commitment to equity. We also discussed the dueling challenges facing many nonprofit CEO’s, who struggle with either a dis-engaged board OR one that is micromanaging them. What can staff leaders do to help board members better engage? What can board members do to be more effective? How does BoardSource help both sides? We tackle these questions and much more.
ABOUT JIM
As Vice President of Leadership Initiatives, Jim focuses on leading BoardSource’s efforts to position nonprofit boards for stronger leadership on diversity, inclusion, and equity. This includes leading the organization’s work to spark and support understanding, action, and change at the board level on these issues; serving as an external representative, speaker, and writer; developing new resources and programming; and partnering with peer organizations around the country. Prior to joining BoardSource, Jim served as the Vice President of Multicultural Leadership at AARP, the Director of Community Relations and Director of Community Development at Capital One, Director of Product Innovation at Fannie Mae, and Corporate Relations Program Officer at the Fairfax County Office of Public Private Partnerships. Jim has served on boards of directors and advisory boards of multiple nonprofits, including Carpenter’s Shelter, the Latino Economic Development Center, the Housing Association of Nonprofit Developers, the Affordable Housing Conference of Montgomery County, Shelter House, and LearnServe International. Jim is from Long Island, New York and earned an MBA from the University of North Carolina Kenan-Flagler Business School and a BA from the University of Virginia.
EPISODE TOPICS & RESOURCES
Jim’s articleWhat Board Commitment to Equity Looks Like in This MomentBoardSource’s specialResource Guide on COVID-19Michael Watkins’ bookThe First 90 Days
034: The War for Fundraising Talent (Jason Lewis)
SUMMARY
Fundraising is on every nonprofit leader’s mind right now, and perhaps there is no one better to talk about that topic than Jason Lewis, who literally wrote a book about the topic, The War for Fundraising Talent. As Jason and I discuss, many of the topics he raised in the book are even more relevant right now. Why do so many organizations rely on “arms-length” fundraising tactics, and what can they do about it now? Why are more executive directors declining to accept “overwhelming” job descriptions? What can board members and executive directors do in an uncertain planning environment? What can we expect from the next generation of nonprofit leaders? We tackle these questions and much more in this episode!
ABOUT JASON
Jason is the Founder of Responsive Fundraising, and questions many of our sector’s deeply engrained beliefs and assumptions of how fundraising really works. Whether writing, speaking or training, Jason challenges the prevailing wisdom about fundraising practices, hiring decisions, and donor behavior. Jason earned his M.S. in Nonprofit Management at Eastern University in 2010 and in 2014 graduated from the College of Executive Coaching. In addition to consulting, Jason teaches nonprofit management and social entrepreneurship at York College of Pennsylvania. Jason's first book, The War for Fundraising Talent, was an honest yet hopeful critique of professional fundraising, intended especially for small shops that find it difficult to consistently achieve their fundraising goals. Jason's forthcoming book, Fundraising in an Unpredictable World, will be available this summer.
EPISODE TOPICS & RESOURCES
Jason’s bookThe War for Fundraising TalentAlvin Roth’s bookWho Gets What - and Why
Jeremy Heimans & Henry Timms' bookNew Power: How Power Works in Our Hyperconnected World
033: Adapting to Short-Term Challenges with Long-Term Benefits (Carrie Bhada)
SUMMARY
Carrie Bhada’s journey in nonprofit leadership has led her to outstanding higher education and healthcare institutions, but it has also given her the experience of dealing with internal and external challenges. While nothing compares to the unique complexities of the COVID-19 situation, she has utilized previous experiences to adapt and lead her team at North Carolina State University as they navigate this uncharted territory. Carrie provided great insight into change management strategies all nonprofit leaders can employ as they shape their fundraising, event management and board relations strategies right now. What are the lessons nonprofit leaders should be learning, and how can they best manage their teams, their boards and their donors? Could the forced changes in how we do staff and board meetings lead to positive structural changes going forward? Could some of the events that are getting cancelled now be retired permanently??? These are just a few of the topics we discussed, and Carrie offers an optimistic and practical approach that is well worth a listen.
ABOUT CARRIE
Carrie has spent more than 20 years working to advance the goals of national non-profits, healthcare organizations and institutes of higher education. She serves as Assistant Vice Chancellor of University Development at NC State University and collaborates with other senior university advancement leaders on the management of the University’s Think and Do the Extraordinary Campaign and leadership of the central development team along with several other school and unit-based teams. Prior to this, she served as the Chief Development Officer for the Wilson College of Textiles and Executive Director of the North Carolina Textile Foundation. Before joining NC State University, Carrie served as vice president for Institutional Advancement at St. Joseph’s College (NY), as well as the vice president of development at Huntington Hospitaland as the senior director of development at Stony Brook Medicine. She holds a master of healthcare administration from Hofstra University and a bachelor’s degree from St. Joseph’s College.
EPISODE TOPICS & RESOURCES
Jim Collins’ booksGood to GreatandBuilt to Last
Sheryl Sandberg’s bookLean In
Malcom Gladwell’s bookDavid & Goliath
032: Community Leadership in the Philanthropic Sector (Michael Marsicano)
SUMMARY
Michael Marsicanoleads one of the largest community foundations in the United States. He is passionate about bringing communities together to maximize philanthropy and improve all aspects of society. Like nonprofit leaders around the world, he was faced with an unprecedented challenge – and opportunity – with the arrival of COVID-19. What did he do? He mobilized his team and collaborative partners throughout the region to quickly establish the COVID-19 Response Fund, one of the largest efforts anywhere in the country. While the fund itself is a fascinating study in community partnerships and the power of philanthropy, Michael and I discussed much more. What are the lessons nonprofit leaders should be learning right now, and how can they best leverage their teams, their boards and their donors? What does this mean for the nonprofit sector after we get through the initial relief efforts? What does this mean for arts & culture organizations that are not on the front line of relief efforts but are hurting, nonetheless? These are just a few of the topics we discussed, and Michael offered words of wisdom and actionable takeaways in every case.
ABOUT MICHAEL
Michael Marsicano, Ph.D., is President and CEO of Foundation For The Carolinas, the community foundation serving Charlotte and the surrounding 13-county region. The Foundation leads a variety of civic leadership initiatives in areas such as affordable housing, economic opportunity, public school reform, the arts and the environment. Since Dr. Marsicano joined the Foundation in 1999 its assets have grown from $245 million to now more than $2.6 billion. During that time, FFTC rose from the 35th largest community foundation in the U.S. to currently the 6th largest, and now manages nearly 3,000 charitable funds. During his tenure, contributions to FFTC-held funds have exceeded $4 billion and grant awards to nonprofits total more than $2.8 billion. Dr. Marsicano joined FFTC after serving as President and CEO of the Arts & Science Council in Charlotte for 10 years. During his tenure, the United Arts Fund moved to the nation’s highest in per capita in annual giving and became one of the largest endowed arts councils in the U.S. A native of New York, Dr. Marsicano received his Bachelor of Science, Master of Education and Doctor of Philosophy from Duke University. He is married to the Rev. Leslie Montfort Marsicano, also a graduate of Duke University and the Duke Divinity School.
EPISODE TOPICS & RESOURCES
Anthony Doerr’s bookAll the Light We Cannot See
Yuval Noah Harari’s book Sapiens
Chan Kim and Renee Mauborgne’s bookBlue Ocean Strategy
031: Making the Jump: Corporate America to Nonprofit Executive (Kristin Beck)
SUMMARY
After twenty years of success in the for-profit arena, Kristin Beck could have easily continued on her upward trajectory. But her inner voice confirmed something was missing and she knew a change might be warranted. She then began a thoughtful process to evaluate her options and make sure she was prepared for the eventual nonprofit leadership opportunity that could take advantage of the skills and experience she brought from the corporate world. What emerged - her personal strategic plan - is a wonderful example of an approach from which any current or future nonprofit executive can learn. How did she take advantage of a personal retreat to put her plan together? How did she assure she had the technical skills and knowledge to succeed? How did she effectively network in her community to both learn more, and to position herself for the perfect opportunity? Kristin and I discuss all of these questions as well as her remarkable leadership skills in action as she maneuvered through the COVID-19 crisis with her new organization.
ABOUT KRISTIN
Kristin Winkle Beck joined Social Venture Partners Charlotte as the Executive Director in October 2019 after two decades of experience leading business units and strategic vendor relationships for Capital One, GE Consumer Finance and Bank of America. She intentionally stepped out of corporate America when she left her position as Senior Vice President at Bank of America Merchant Services to take a sabbatical in 2018 to recharge and refocus her career. During her sabbatical, Kristin completed two coaching certifications and founded her own coaching and consulting firm, Pivot Point Professionals, LLC. Kristin grew up in Ohio and migrated south to attend college, escape harsh winters, and practice southern hospitality. She earned her bachelor's degree in Psychology and a certificate for Business Essentials in Nonprofit Leadership from Wake Forest University. Kristin is a podcast junkie, coffee addict, and networking enthusiast. Along with her husband Aaron, she enjoys cooking and hosting friends in their Charlotte home.
EPISODE TOPICS & RESOURCES
Link toSocial Venture Partners International
Link to SVP Charlotte’sSeed20 Program
Link toWake Forest University Nonprofit Essentials Program
Emily Freeman’s bookThe Next Right Thingand podcastThe Next Right Thing
Patrick Lencioni’s bookThe Five Dysfunctions of a Team
Lencioni’s podcastAt the Table
030: Nonprofit Leadership in Uncertain Times (Angela Woods)
SUMMARY
As the COVID-19 situation descended on her organization with stunning speed, Angela Woods knew she would have to make critical strategic decisions without the luxury of time to thoroughly evaluate options or wait for additional data. Like so many nonprofit leaders right now, she had to rely on her instincts and experience to best “triage” an evolving situation. How she’s managed these circumstances so far is a great study in leadership in action and offers practical ideas and advice for nonprofit leaders at all levels facing similar uncertainty. Angela and I discuss how she rallied her staff, how she adjusted the mechanics of her board, how she adapted her short-term programming, and how she now views her strategic plan going forward. Typical of a good leader, she’s found ways to utilize the current challenges as a means to explore new opportunities for her organization and the girls it serves.
ABOUT ANGELA
Angela Woods brings over 20 years of combined for-profit and not for profit leadership experience to the Crossnore School and Children's Home as Chief Operating Officer. Prior to this, she served the Girl Scouts movement and as the CEO of theHornets' Nest Councilin Charlotte, NC. Leveraging her experience as a strategist, she has increased the Council's market visibility, increasing corporate support and individual giving and led the technology platform redesign. Prior to leading the Hornets’ Nest Council, Angela served as the Chief Executive Officer for Girl Scouts Heart of the South in Memphis, TN. Before this appointment, she served as the Interim Chief Executive Officer and COO of the United Way of the National Capital Area (UWNCA) in Washington, D.C. and she also worked for United Way of Central Carolinas where she served as the Senior Vice President of Community Building & Administration. Preceding that, she worked at Bank of America in the areas of institutional trusts, retirement planning and investments, and global finance recruiting. Angela serves on the Board of Directors for two nonprofit organizations: Charlotte Merchants Foundation and Apparo, and in 2015, the Mecklenburg Times named her as one of 50 Most Influential Women in Charlotte.
EPISODE TOPICS & RESOURCES
Sherrell Dorsey’s newsletterThePLUG
Malcom Gladwell’s bookBlink
Greg McKeown’s bookEssentialism
029: Agile Nonprofit Leadership During the COVID-19 Crisis (Mike Blackwelder)
SUMMARY
Uncertainty abounds in the charitable sector, but leadership is needed now more than ever. My colleague Mike Blackwelder and I tackle five critical areas of leadership, and lift up examples, suggestions and resources to better address each of them. Whether you’re a current nonprofit leader or aspire to be one, these are the types of circumstances you must be ready to manage. How do you work with your staff and board in this virtual environment? Should you ask your donors for more money? What do you do about the in-person programming on which your organization depends? And what are you doing to protect your mental, physical and emotional well-being? For answers to each of these questions, listen carefully to this BONUS episode!
ABOUT MIKE
Mike is a nonprofit and fundraising professional who has been on the leadership path for over a decade. He serves as Managing Director for PMA Consulting, and has extensive experience in fundraising, management, strategic planning, communications, and nonprofit administration. His nonprofit career includes positions at United Way of Central Carolinas, Boys & Girls Club of Cabarrus County, and Safe Alliance. In his most recent position as Chief Advancement Officer at Safe Alliance, Mike managed a team of development staff and led the agency's fundraising, marketing, volunteer, and advocacy efforts. He received a bachelor's degree in Business Administration from Campbell University, a Graduate Certificate in Nonprofit Management and an MBA from UNC-Charlotte, and is a Certified Fundraising Executive (CFRE). Mike is also very involved with the Charlotte Chapter of the Association of Fundraising Professionals(AFP), where he currently serves as Past President for the board of directors.
EPISODE TOPICS & RESOURCES
028: 5 Questions to Answer Before Using ANonprofit Consultant (Heather Yandow)
SUMMARY
As you move into senior leadership in the nonprofit sector, the opportunity to explore external contractors and consultants will likely present itself. How do you evaluate such an option? What are the factors you should consider before engaging such a resource? These are exactly the questions Heather Yandow and I explore in this episode of the Path. Through her experience founding Nonprofit.ist, she is the perfect person to help you evaluate any type of consultant, whether it be for fundraising, human resources, organizational development, program evaluation or anything else for that matter. Also listen to this episode for practical advice that will help assure your use of a consulting resource is worth the time, energy and budgeted resources you might be willing to commit.
ABOUT HEATHER
Heather Yandow brings more than 20 years of experience as an outreach coordinator, coalition leader, project manager, and fundraiser for Third Space Studio. She helps organizations with strategic planning, board development, change management, leadership development, and going from good to great. Heather’s most recent nonprofit position was as the Director of Development and Communications with the NC Conservation Network. She has also served on the Board of Directors of Democracy NC, ncyt: NC’s Network of Young Nonprofit Professionals, and the Beehive Collective (a giving circle). Heather holds a certificate in Nonprofit Management from Duke University and is a trained facilitator.
EPISODE TOPICS & RESOURCES
027: Building A Culture of Philanthropy at Your Nonprofit (Stamie Despo)
SUMMARY
Despite her successful fundraising experience, Stamie Despo knew as a new Executive Director she would need the entire organization to embrace philanthropy for it to achieve the kind of mission success she knew was possible. That’s exactly what Stamie and I discussed during this episode. What exactly is a culture of philanthropy? What did she find when she began her role as Executive Director at the Susan G. Komen affiliate in Charlotte? What were the practical steps she took to assess and integrate new elements of philanthropic culture? And most importantly, what happened, and did it work? Stamie’s thoughtful approach is sure to give you ideas about creating a culture of philanthropy at your current organization, as well as help you map out a plan for your next nonprofit leadership opportunity.
ABOUT STAMIE
Stamie consults nonprofit organizations in the areas of strategic planning, change management and succession, special events and fundraising. She recently completed her tenure as Executive Director of Susan G. Komen Charlottefollowing her work as the Director of Alumni Relations and External Constituents at UNC Charlotte’s William States Lee College of Engineering. Prior to working at the College, Stamie managed a nonprofit which provided funding to children with cancer for art therapy. She was honored as a 2019 nominee for Charlotte Athena Leadership Award for Service, and received the Health and Human Services Crowning Achiever Award from the Crown Jewels (NC) Chapter of the Links, Inc., for her work at Komen Charlotte and health disparities. Stamie has been a member of the local Charlotte Chapter of the AFP, involved in her church’s women’s philanthropic society and a member of Atrium Health’s Dreamcatcher Society. She holds a Masters in Teaching degree, Summa Cum Laude, from Monmouth University, NJ, a Bachelor’s Degree in Economics, Cum Laude, from Smith College, Massachusetts, and a Non-Profit Management Certificate from Duke University.
EPISODE TOPICS & RESOURCES
Jim Loehr and Tony Schwartz's book The Power of Full Engagement
Chuck Collins’ bookRobin Hood Was RightSimon Sinek’s bookStart With WhyJoan Garry’sNonprofits Are MessyHBR’s 10 Must ReadsOn LeadershipKorn Ferry’s Leadership & Talent resources
026: 3 Essential Skills for Nonprofit Leadership (Hal Lewis)
SUMMARY
Dr. Hal Lewiswas the perfect person to illustrate three critical skills that nonprofit leaders must develop. As a nonprofit executive himself, a scholar published on a variety of leadership topics, and a consultant working with leaders across the country, he was well-positioned to provide the practical advice and resources you need on your nonprofit path. Hal and I discussed the ability to attract and retain top-notch talent, the ability to successfully partner with your board of directors, and the expertise necessary to build a collaborative organization within your community context. As a prolific writer and speaker, you won’t be surprised to hear Hal offer numerous resources throughout our conversation (many of which are linked within these show notes)!
ABOUT HAL
Over a career that has spanned more than three decades, Hal has been both an extremely successful nonprofit executive, and a highly regarded professor of leadership. Hal taught or lectured at the University of Cincinnati, University of Illinois Chicago, Brandeis University, Spertus College (Chicago), and Hebrew University (Jerusalem). He has served in positions ranging from the Development Vice President of the American Cancer Society (Ft. Lauderdale) to the President and CEO of the Jewish Federation (Columbus, OH). Most recently he completed more than a decade as the President and CEO of Chicago’s Spertus College/Spertus Institute. Because he combines the perspective of both a scholar and a practitioner, Dr. Lewis’ work through his consulting practice,Leadership for Impact, is informed by research and best practice, along with a pragmatic understanding of the challenges facing contemporary nonprofit leaders.
EPISODE TOPICS & RESOURCES
Daniel Pink’s bookDrive
Dr. John Carver’sPolicy Governance Model
Peter Drucker and theDrucker Institute
Jim Collins’ booksGood to GreatandGood to Great and the Social Sectors
Patrick Lencioni’s book5 Dysfunctions of a Team
Hal’s Consulting PracticeLeadership for Impact
025: Utilizing A Coach to Strengthen Your Nonprofit Leadership (Nancy Beard)
SUMMARY
Nancy Beardoffers great perspectives on the value of finding good mentors as well as the potential a coach can have on your personal and professional journey. Her path to nonprofit leadership was shaped by early volunteer roles, both as a board member and a volunteer, and she continued to hear a calling for social justice causes that began during her childhood. We had a great conversation about what she is seeing at all stages of the nonprofit professional’s career, and in particular the challenges many are facing as they deal with their boss or their board. Nancy is also a great champion of planned giving, and helps put those she coaches and teaches at ease with ideas that don’t overwhelm. Multiple books and resources to consider as you curate knowledge for nonprofit leadership!
ABOUT NANCY
Nancy has twenty-five years of fundraising stories and experience. She is a thought leader in non-profit work who delights in sharing the “how to” in fund development work in an entertaining presentation. She is currently President ofUnited Church Homes and Services Foundationwhere she is a generalist handling all aspects of fund development with a special emphasis on a legacy giving program that has grown exponentially. Nancy delights in teaching fund development professionals how to find joy in the legacy conversation. Nancy currently serves as President ofNorth Carolina Council of Charitable Gift Planners. She is a graduated of Queens University in Charlotte, North Carolina and has her Certificate in Non-Profit Management from Duke University. She is aCertified Fundraising Executive(CFRE) and is a Master Trainer through the Association of Fundraising Professionals. Nancy is a Certified Life Coach through The Life Coach School with a private practice,Nancy Beard Coaching & Motivational Speaking, through which she coaches executive and fund development women in the non-profit sector.
EPISODE TOPICS & RESOURCES
Parker Palmer's book Let Your Life Speak: Listening for the Voice of Vocation
Tom Rath's bookStrengthsFinder 2.0
Henri Nouwen's bookA Spirituality of Fundraising
David Solie’s bookHow to Say It to Seniors: Closing the Communication Gap with Our EldersBrene’ Brown’s bookGifts of Imperfection
SUMMARYChris Delisio’s career in higher education has led him to a leadership role in one of the largest comprehensive campaigns in the country, as the Time and Change Campaign at Ohio State targets one million donors and a fundraising goal of $4.5 billion. While justifiably proud of his current leadership position, Chris is quick to point to the resources and advice that helped him move along the path to nonprofit success. Chris and I had a great conversation about the skills and experiences you need to develop when you’re first getting started in the nonprofit profession, how you build on those skills when you’re aspiring to senior leadership, and how to ultimately shift into managing a team.
**ABOUT CHRIS
Chris is the AVP for Development and Executive Director for Principal Gifts at The Ohio State University*. In this role he oversees the day-to-day operation and strategic management of the Principal Gift office focused on $5M+ gifts across the entire university. Prior to this role, he was the AVP for Development and Chief Advancement Officer for OSU’s College of Arts and Sciences. Additionally, he provided comprehensive leadership and oversight for the College of Food, Agricultural and Environmental Sciences, the* Wexner Center for the Arts*, WOSU Public Media and the University Libraries. He also worked as the Chief Advancement Officer for the College of Food, Agricultural and Environmental Sciences and as a development officer at the Comprehensive Cancer Center-James Cancer Hospital and* Solove Research Institute at OSU. Prior to his work in Columbus, he also worked at Ohio Wesleyan University, Ohio University and the University of Dayton. Chris received his undergraduate degree from Hiram College and his MBA from Kent State University.**
EPISODE TOPICS & RESOURCES
023: Driving from the Backseat: Nonprofit Leadership Lessons (Ronnie Bryant)
SUMMARY
The title of Ronnie Bryant’s nonprofit leadership book says it all: Driving from the Backseat. It’s a wonderful illustration of the skill and finesse required by Executive Directors as they steer their organization along but allow a whole group of board members to sit in the front seat and “drive.” My conversation with Ronnie was just as enjoyable as reading his book, full of insight, experience and practical advice for those trying to move ahead on the nonprofit leadership path. We discussed what he learned as a “lateral entry” coming from the for-profit sector into nonprofit leadership, what key attributes he looks for in hiring and promoting staff, and especially how he navigated the nuances of board relations as a nonprofit CEO.
ABOUT RONNIE
Ronnie is Founder and Lead Consultant at Ronnie L. Bryant, LLC, a consulting firm specializing in executive coaching, organizational management, and board development and training for top-level corporate and nonprofit managers. Prior to forming Ronnie L. Bryant, LLC, Bryant served as President & CEO of Charlotte Regional Partnership in North Carolina, following executive positions at Greater Shreveport Chamber of Commerce (Louisiana), St. Louis Regional Chamber & Growth Association (Missouri), and Pittsburgh Regional Alliance (Pennsylvania). Bryant quickly became one of the nation’s most sought-after economic developers, piquing the interests of Charlotte business leaders, who hired him to lead Charlotte Regional Partnership in 2005. Bryant currently serves on the boards of several nonprofits, including the American Leadership Forum, Aspire Community Capital, Goodwill Industries of the Southern Piedmont, andJazz Arts Charlotte. He is a faculty member for theUniversity of Oklahoma’s Economic Development Institute, an adjunct professor for UNC Charlotte, and serves as a Visiting Lecturer at Cornell University’s Institute for Public Affairs. He earned a B.S. in business management from Louisiana State University in Shreveport and was a fellow at The Center for Intentional Leadership® at Northwestern’s Kellogg School of Management.
EPISODE TOPICS & RESOURCES
022: Essential Skills for Nonprofit Fundraising Success (Joanne Beam)
SUMMARY
Like many of us, Joanne O’Brien Beam did not aspire to nonprofit leadership following her undergraduate days, but the lure of her alma mater and the skills she developed in the for-profit sector combined to make her a very successful fundraiser and a highly sought-after consultant and coach. Joanne and I had a great conversation about the wonderfully practical advice she received during her journey along the leadership path, and the wisdom she now shares with her coaching clients. We also discussed some of the important trends she sees within the sector, and how these trends affect the opportunities for new fundraising professionals as well as those aspiring to leadership positions.
ABOUT JOANNE
Joanne is an experienced fundraiser and consultant, serving clients across the nonprofit sector. She is the President of Beam Outcomes, and specializes in effective fundraising strategies, coaching, board development, strategic planning, and leadership development. As a facilitator, Joanne uses the Technology of Participation Method to provide structured facilitation which helps groups think, talk, and work together. She is on the board of the Institute of Philanthropic Leadership where she serves on the faculty for the Leadership Gift School and the New Development Professionals Program. She was also the founder and president of Capstone Advancement Partners (2003-2014), a consulting firm that served dozens of nonprofit organizations. After Capstone, Joanne returned to work with her beloved alma mater Wake Forest University on initiatives ranging from launching the Nonprofit Essentials Certificate program and Summer Immersion Programs. A cum laude graduate of Wake, Joanne served as President of the Student Government. In 2013, the Charlotte Business Journal named her one of the Top 25 Women in Business, and in 2014, she was named one of the 50 Most Influential Women in Charlotte by the Mecklenburg Times. Joanne is an active athlete and avid golfer. She’s married to Steve Beam and has one son.
EPISODE TOPICS & RESOURCES
021: 3 Keys to Maximizing Your Nonprofit Leadership Opportunities (Justin Dionne)
SUMMARY
Justin Dionne knew he had a great opportunity on his hands when he arrived at the Cain Center for the Arts. As a relatively new executive director, he also knew he needed to maximize all of his productivity and professional development resources to get this new organization off the ground as well as navigate its very aspirational campaign of $25 million to build a new performing arts center. Justin and I had a great conversation on Episode #21 of The Path and explored many of his tools and tactics to maximize his talented board of directors, engage the regional community and key donors, and how he built a staffing structure that is poised for even greater growth and success. We also had the added bonus of filming our episode at the studio of Wheelhouse Media, whose talents are on display for Justin and many nonprofit organizations across the country.
“Big impacts don't come without big risks; you have to be willing to try."
ABOUT JUSTIN
Justin is in his third year as Executive Director of Cain Center for the Arts. Originally from Salisbury, NC, Justin attended Catawba College for Undergraduate studies and Florida State University for Graduate School. He has spent over 10 years in the arts industry and Non-Profit Sector. While in Salisbury he helped to build the Norvell Theater and then went on to spearhead efforts to renovate a 1920’s warehouse into a performing arts center which became Lee Street Theater. Along with serving communities, Justin is passionate about his family, fitness, bourbon, travel, the Carolina Panthers, and the Florida State Seminoles.
EPISODE TOPICS & RESOURCES
020: BONUS: A Dozen Resources for the Nonprofit Professional (Leighton Fogan)
SUMMARY
Leighton Foganhas not only enjoyed a successful career in the nonprofit sector, but she’s also a dedicated student of professional development resources! Her career path includes hands-on experience at several nonprofits, many successful consulting engagements, and coursework through Columbia University and Duke’s Nonprofit Management program. Episode #20 of The Path features our conversation on three categories of career-enhancing resources, and is a gold mine for current and aspiring nonprofit leaders. We cover a range of options, from online tools you can access right now to graduate programs that might be part of your long-term journey.
ABOUT LEIGHTON
Leighton Fogan is a fundraising and development professional who joined PMA after returning to her hometown of Charlotte, NC. She has extensive experience with corporate and foundation partnerships, successfully structuring relationships with national and international firms in the private and public sector. Leighton spent nine years in New York City where she launched her career in nonprofit fundraising and philanthropy management. Prior to joining PMA, she led the institutional investor portfolio as a Senior Development Associate for Echoing Green, a global social venture fund. Her career has also included working with New York City nonprofitsCommon CentsandSynergos, and Charlotte nonprofits Care Ring and Physicians Reach Out, where she completed a year of full-time service with AmeriCorps. Leighton graduated cum laude from Wake Forest University with a bachelor's degree in English and holds certificates in Business Management from Columbia Business School and Nonprofit Management from Duke University.
EPISODE TOPICS & RESOURCES
019: Hiring Talent and Sharpening Your Nonprofit Leadership Skills (Tiffany Capers)
SUMMARY
Tiffany Capersdid not plan to go into nonprofit leadership, and in fact, she thought her graduate degree would take her into a corporate environment. But after opportunities in government and in a community foundation, she found a calling that led to leadership in our sector. She now serves as the Executive Director of the CrossRoads Corporation, which creatively partners with the residents of the Grier Heights neighborhood in Charlotte and numerous other stakeholders to revitalize the community about which she is so passionate. Tiffany and I discuss many topics related to her leadership journey, including how she turned career changes into opportunity, and some of the tangible and intangible attributes she’s looking for when hiring talent. Tiffany also describes how she uses role plays to evaluate a candidate’s preparation, data management and performance in an interview setting. She’s also got great resources for productivity and for curating high-quality content.
ABOUT TIFFANY
Born in New Jersey and raised in South Carolina, Tiffany experienced a little bit of city life and a lot of rural life throughout her childhood which helped her develop an appreciation for contrast and difference and juxtaposition. She graduated from the University of South Carolina in Columbia with a degree in psychology and completed her graduate work at UNC-Charlotte with a degree in Industrial/Organizational Psychology. She’s spent the better part of her professional life working in the public sector, for the Foundation For The Carolinasand Teach for America, managing programs, leading teams, working in spaces that addressed equity, access, inclusion and opportunity. She is also the mom of and constant negotiator (!) with a 2-year-old daughter. She is also interested in art (creating it and appreciating it), books, social and economic justice, and “being more curious than certain and being brave enough to have conversations that matters.”
EPISODE TOPICS & RESOURCES
018: How Do You Blend For-Profit and Nonprofit Leadership Lessons? (Will Jones)
SUMMARY
Like many in the nonprofit sector, Will Jones gained leadership experience from other arenas, including the social service and for-profit sectors. He now serves as the President and CEO of Thompson, a leading provider of clinical and prevention services for children and families across the Carolinas. Will and I dive into many topics related to the blend of best practices he’s gained from his experience, and what he’s learned that will help current and aspiring nonprofit leaders along the Path. How do you push for “profitability” in a nonprofit world? How do you find and hire the right people, and how do you keep your team engaged and motivated? This episode will give you much to consider, and many resources to boot!
ABOUT WILL
Will started his career with the Orange County Youth & Family Services Division and moved from there to the Children’s Home Society of Florida in Orlando. He then served as senior vice president of One Hope United in Orlando, and after that become the chief operating officer at Eckerd Youth Alternatives. In 2015, Will joined SAS, the largest privately-owned software company in the world, as a human services industry consultant. Since joining Thompson as President/CEO in 2017, he has steadily moved the organization forward including 200% growth in its foster care program and the facilitation of community mental health services that served 145% more children and families. Will earned his undergraduate and master’s degrees in criminal justice from the University of Central Florida, and he and his wife Yereely have five children.
EPISODE TOPICS & RESOURCES
017: How Do You Move from Manager to Senior Leader at Your Nonprofit? (Katherine Lambert)
SUMMARY
Katherine Lambertis passionate about professional development in the nonprofit sector and is a champion for internal candidates who can serve as senior leaders. Her advice provides great insight for other senior leaders who want to better develop their talent, but also provides many clues for those pursuing a new job in the charitable sector. Katherine talks about how she allocates professional development funds in her organization, and exactly what she asks in interviews to determine whether someone has the requisite skills but also the intangible “fit” dynamic that will better predict success. How can we better orient and onboard our talent - in the first 30 days - to assure long-term success? How do we better clarify job descriptions and job plans to align with the organization’s strategic plan, as well as assure a professional development path is clear going forward? Find out these answers and many more resources in this episode.
ABOUT KATHERINE
Katherine joined the Alzheimer’s Association, Western Carolina Chapter, in 2014 as its Chief Executive Officer. She works with a volunteer and staff team across the 49 counties in Central and Western North Carolina, and in 2017, her role expanded to serving as the Regional Leader for all chapters in North Carolina, South Carolina and Georgia. Prior to leading the Alzheimer’s Association, Katherine served as Executive Vice President for Girl Scouts, Hornets’ Nest Councilfor five years and as Chief Development Officer for an additional three years. She also founded and led The Lambert Group for four years providing strategic planning, fund development and training resources for non-profit organizations. Preceding her non-profit career, she spent six years in the financial services and headhunting industries. Katherine earned her bachelor’s degree in Political Science with a Certificate in Marketing and Management from Duke University and has achieved her CFRE (Certified Fundraising Executive) designation. Currently, she is an active member of Trinity Presbyterian Church and Women Executives. She’s chaired two nonprofit organizations, Sharon Towers and theCharlotte Chapter of the Association of Fundraising Professionals.
EPISODE TOPICS & RESOURCES
016: 4 Writing Practices for Nonprofit Success (Clay Hodges)
SUMMARY
The concept of writing might not be an activity that brings back pleasant memories (late-night term papers anyone?), but as attorney Clay Hodges illustrates, it is a powerful tool to activate in your productivity toolbox. In this episode of the Path, Clay and I explore four different writing rituals and routines that can help you build skills for professional development and more effective communication. How can you utilize journaling to monitor personal and professional progress? How can you improve your technical and persuasive writing abilities? How can you use writing to distill knowledge in an age of information overload? Find out more in this episode, and how Clay has developed the discipline and focus required to be a consistently effective writer and communicator.
ABOUT CLAY
Clay Hodges is a partner at the law firm Harris Sarratt & Hodges, LLP, and represents clients in personal injury cases with a focus on medical device and failed drug litigation. He graduated with honors from UNC Chapel Hill in 1990, where he wrote his undergraduate honors thesis on the Swann v. Charlotte-Mecklenburg Board of Education Supreme Court case. He earned a master’s degree in literature and received his JD from the UNC School of Law, where he won the Gressman-Pollitt Award for Excellence in Oral Advocacy. He’s been recognized as a North Carolina Super Lawyer, is a member of the 2003-2005 class of the William C. Friday Fellowship for Human Relations, and has served as Chair of his Rotary Club’s scholarship committee. He has also taught law in the graduate studies program at Meredith College.
EPISODE TOPICS & RESOURCES
015: Personal Branding for the Nonprofit Professional (Yvonne Levine)
SUMMARY
What is Personal Branding, and why is it important for you as a nonprofit professional? That’s exactly what Yvonne Levine and I discussed in this episode of the Path. Yvonne’s great coaching and consulting experience with different organizations - and their senior leaders - provides many useful take-aways for current and aspiring nonprofit leaders who want to engage in genuine activities to build their positive brand. Among other things, we talk about when to begin crafting your personal brand, and the many things to consider beyond just your resume. In addition to the digital elements of your brand, her advice certainly addresses the chances you’ll have to make presentations and speeches, and how to best maximize those opportunities.
ABOUT YVONNE
Yvonne is the president and chief marketing consultant of YGL Enterprises, Inc. and is a results-driven marketer with over 25 years of experience in assisting professional services organizations, small and mid-sized businesses, and other community-related organizations in the development and execution of successful marketing strategies. Her strengths include strategic planning, branding, content development, community partnerships, creative agency and vendor management, client surveys and focus groups, marketing communications, social media, project management, and corporate sponsorships. Additionally, Yvonne believes in giving back to her community, where she has served on numerous boards and committees, including Charlotte-Mecklenburg Schools, the Carolina Raptor Center, GenerationNation, the Mecklenburg Livable Communities Initiative, and the Mecklenburg County Bar’s Lawyer Referral Service Committee. She is a graduate of Leadership Charlotte, Class 31, and a committed volunteer for the Charlotte Humane Society.
EPISODE TOPICS & RESOURCES
014: Finding Your Nonprofit Leadership Shadow (Will Sparks)
SUMMARY
What is your leadership shadow, and why should you worry about it? That’s exactly what Dr. Will Sparks and I discuss on this episode of The Path. He’s spent 20 years researching the characteristics of great leaders, and also the “shadow” side of their leadership styles which often hold them back in ways they’re not even aware. Will and I explore the practical aspects of his studies, and how nonprofit leaders can amplify their positive qualities but – more importantly – identify specific ways to identify their shadow side and do something about it. You’ll see how this can not only accelerate your journey on the leadership path, but also create a more dynamic and productive environment for your staff, board and volunteer colleagues.
ABOUT WILL
Will Sparks is the Dennis Thompson Chair & Professor of Leadership at the McColl School of Businessat Queens University of Charlotte, where he also serves as the Director of the Office of Leadership Initiatives. He serves as the Managing Director for William L. Sparks & Associates, LLC, a professional services firm founded in 1997 focused on leader and team development, personal transformation and change management. He has consulted with a variety of international organizations in the public and private sectors. He serves as a Director on the boards of the Dilworth Center in Charlotte, NC, and The Project Appraisal Methodology (PAM) Institute in Washington, DC. He completed his Ph.D. in Organizational Behavior and Development from The George Washington University’s School of Business and Public Management, where his research focused on group dynamics, organizational culture, and leadership.
EPISODE TOPICS & RESOURCES
#013: Build A 2020 Personal Strategic Plan That Works (Patton McDowell)
Summary
While the start of a new year often inspires well-intentioned efforts to put a new professional development plan in place, too often the result is a set of vague goals that don’t survive very far into the Spring season. This episode offers multiple ways you can make your plan more actionable and productive for 2020 and beyond. This is the third of three episodes in a year-end series that first covered the keys to an effective year-end review (episode #11) and then a second episode that recommended seven professional development books (episode #12) to add to your reading list. Listen to this episode to explore:
How to effectively Sharpen Your Vision to provide the basis for your 2020 plan
How to do a self-assessment and Map Your Course with clear milestones
How to Get in Shape by establishing six routines and rituals
These activities will get you beyond setting generalized annual goals, and help you put practical steps in place to accelerate Your Path to Nonprofit Leadership.
Interested in a copy of the 10 skills and experiences assessment worksheet? Email me at pm@pattonmcdowell.com.
About Patton
Prior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School. Patton and his wife Cindy have three adult children.
#012: 7 Professional Development Books for Your 2020 Reading List (Patton McDowell)
This is the second episode in a three-part series focused on an effective year-end review and an actionable personal strategic plan for the year ahead. Many goal setting exercises include an effort to read more on professional development topics, and this episode recommends seven books that correspond with each “stop” on Your Path to Nonprofit Leadership. Listen to hear summaries of the following outstanding resources:
As you Sharpen Your Vision, read Carol Dweck’sMindset
To help you Map Your Course, read Brian Moran’sThe 12 Week Year
3.As you Get in Shape, read Loehr & Schwartz’The Power of Full Engagement
4.To better Curate Knowledge, read Cal Newport’sDeep Work
To better Express Yourself, read Paul Smith'sThe 10 Stories Great Leaders Tell
As you Build Community, read Susan Cain’sQuiet
To Practice Leadership, read Marshall Goldsmith’sWhat Got You Here Won’t Get You There
About Patton
Prior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system. Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School. Patton and his wife Cindy have three adult children.
#011: Planning for 2020? Start With These 4 Year-End Exercises to Close Out 2019 First (Patton McDowell)
Summary
While it’s hard not to look ahead to a new year (and a new decade) in 2020, this episode of the Path reminds us that a good annual review process helps clarify and sharpen your focus for the year ahead. Patton outlines four distinct exercises that will help guide your review in a way that goes further than simply answering whether you achieved your goals or not. This special episode - and the first in a mini-series - provides practical advice that can jump start your planning process, no matter what time of year you choose to tackle it. Listen to this episode to explore:
Three levels of a strategic calendar review
A qualitative review of your top accomplishments and challenges, and then an assessment of the six key rituals and routines
A targeted decluttering exercise (no, it’s not great fun, but worth it)
Recapturing the year’s professional development content for action
These activities will get you beyond setting vague annual goals, and help you put practical steps in place to accelerate Your Path to Nonprofit Leadership. Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life!
About Patton
Prior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School. Patton and his wife Cindy have three adult children.
010: Overcoming 3 Barriers to Nonprofit Leadership Success (Karen Mitchell)
SUMMARY
Dr. Karen Mitchell has seen too many talented professionals who, despite great potential, do not achieve the kind of leadership success they deserve. What are the barriers that prevent this ultimate success? That is exactly what Karen and I discuss on this episode, particularly the three skills in particular that if mastered, can help accelerate leadership opportunities. The first thing we discuss is the ability to project executive presence. What is it, and how can you get better? We then discus the ability to deliver presentations that inspire, which is certainly a skill that benefits anyone trying to better articulate the mission of their nonprofit. Finally, we talk about the nuances of managing a team, whether that be one that is small or large, or comprised of volunteers or paid staff. Karen also shares some great resources and will add some good books to your library as well.
ABOUT KAREN
Karen’s coaching and consulting practice, Cottage Insights, creates opportunities for personal and professional development and growth. Early in her career, she was in the nonprofit world, working at Conservation International in Washington, D.C., and then in Kansas City, she worked for Union Station Kansas City, a nonprofit housed in a historic train station with museums and traveling exhibits. She’s also spent the last 14 years on the faculty at Elizabethtown College, a non-profit institution in central Pennsylvania, and is currently teaching in their graduate program on Strategic Leadership. Previously at the college, she worked with their Social Enterprise Institute and helped several social enterprises develop programs.
Karen holds a B.A. in English and Economics from the University of Mary Washington, an M.S. in Integrated Marketing Communications from the University of Kansas, and her Doctorate in Education at the University of Southern California. Learn more about Karen here, and check out her website to learn more about her coaching and consulting.
EPISODE TOPICS & RESOURCES
009: Do You Have A Nonprofit Talent Management Strategy? (Karen Geiger)
SUMMARY
What is talent management, and why is it important? Dr. Karen Geiger has worked with dozens of organizations and has seen what makes successful ones work, and what individual leaders can do to advance their career and the organizations they lead. Karen is a teacher and trainer at heart and combines personal experiences as well as those she’s had within the corporate, education and nonprofit sectors to offer wise counsel for current and aspiring nonprofit leaders. We discussed the factors that influence an individual’s nonprofit career journey and zeroed in on the board’s role in defining leadership positions for their organization. As Karen notes, many organizations use “best practices” as a proxy for their talent management plan, but these best practices are simply a proxy for “that’s the way we’ve always done things.” She explains some of the unique challenges a nonprofit leader faces by not working for a single boss, but often a dozen or more board-member bosses (who then rotate every year!). Finally, she shares a number of resources that can help you evaluate what you’re looking for on your nonprofit career path, and how you can best advance into leadership roles.
ABOUT KAREN
As a private consultant, Karen designs and conducts leadership experiences, and supports diversity/inclusion and race privilege awareness through group facilitation, one-on-one coaching and 360-degree feedback. Her client companies include those in financial services, medicine, non-profit organizations, and city-county governments. She is a member of the International Leadership Association; and is certified by the Harvard Program on Negotiation, Wiley behavioral profiles, and the Center for Creative Leadership in assessments and simulations. Karen holds a B.A. in Sociology from the University of Rochester, an M.S. in Education from Indiana University and a PhD in Leadership and Change from Antioch University. She is President of Karen Geiger & Associates, Inc, a consulting firm she founded in 1992 specializing in talent and organizational development. Before starting her own business, Karen was a Senior Vice President at Bank of America, where she held positions as Director of Corporate Training and Development, Director of Career Planning and Director of Work/Family Programs. Learn more about Karen here, and check out her website to learn more about her coaching and consulting.
EPISODE TOPICS & RESOURCES
· Karen’s productivity: calendar-driven to-do lists and time blocking
· The board’s role in defining leadership expectations
· Brian Tracy’s Eat That Frog! book
· Ram Charan’s The Leadership Pipeline book
· Marcus Buckingham YouTube How to Succeed at Work
· Lahey & Kegan’s How the Way We Talk Can Change the Way We Work book
008: Leadership Lessons & Telling Your Nonprofit Story (Don Jonas)
SUMMARY
Don Jonas knows that the key to effectiveness in the nonprofit realm is being able to explain the good work you are doing. He has always been a student of nonprofit leadership, and we had a great conversation about communication strategies, mindfulness/wellness techniques, and leadership lessons he’s learned during his career. We discussed the factors that influenced his career path and the lateral entry into the nonprofit sector after early aspirations to become a college professor! Dr. Jonas offers great advice he’s gathered during each stage of his career, and he also shares excellent resources for your continuing pursuit of professional development. Finally, he makes a compelling case about how to better articulate the good work your nonprofit is doing through more content creation and creative methods such as podcasting.
ABOUT DON
Don serves as Assistant Vice President of Social Strategy and Impact at Atrium Health. Prior to this, he served as chief executive for one of the oldest and largest health care agencies in the Carolinas, Care Ring, which is based in Charlotte, NC, and helps individuals with limited resources find quality health care. Don is passionate about building long-term partnerships that accelerate community building and improve lives. His academic career includes stops at UNC Chapel Hill for his undergraduate degree in Political Science, Appalachian State University for his Masters in Political Science and Government, and the University of Kentucky for his Ph.D. in Political Science and Government. His career has included stops at the Hudson Institute, the Foundation For The Carolinas and Novant Health’s Presbyterian Hospital Foundation before his current role leading Care Ring.
Learn more about Don here, and check out Care Ring’s Seeking the Heart podcast as you evaluate how your nonprofit can best share the good work it’s doing and elevate the community partnerships you are building.
EPISODE TOPICS & RESOURCES
007: Know Your Numbers: Maximizing Data for Nonprofit Success (Shannon Hinson)
SUMMARY
While emotion plays a part in telling a compelling story about your nonprofit, Shannon Hinson reminds us that knowing your numbers is both a powerful tool to focus your time and energy as well as the best way to assure much greater fundraising success. Shannon and I had a great conversation about many lessons she’s learned after joining the nonprofit sector as a “lateral entry”, and what she believes are the keys to her success as a fundraiser and senior nonprofit leader. She also shares excellent resources you can consult for professional development, and clearly identifies the three data points on which every nonprofit leader should be monitoring to sustain and build financial support.
ABOUT SHANNON
Shannon has more than 20 years of experience in organizational management, marketing, business and fund development. She joined the nonprofit community from the for-profit arena, working her way from an initial annual fund position to now leading a team of 20 at one of the largest Habitat for Humanity affiliates in the country as its VP of Organizational Advancement & Development. She is a past Board Chair for the Charlotte Chapter of the Association of Fundraising Professionals (AFP), and currently serves on the board for the Institute for Philanthropic Leadership. Shannon was also recognized by her peers as the Outstanding Fundraising Executive at the National Philanthropy Day awards in 2018. She has an MBA from UNC Chapel Hill (Kenan Flagler School of Business) and a BA from UNC Greensboro.
EPISODE TOPICS & RESOURCES
**006: Navigating Your Nonprofit Career & Creating Positive Workplace Culture (Michelle Hamilton)
SUMMARY**
Michelle and I had a great discussion on all three phases of a nonprofit career: getting started and navigating your first nonprofit job; advancing into leadership as you move through your mid-career; and maximizing leadership opportunities once you achieve them. Michelle also shares great resources and tips to stay organized amidst a busy nonprofit lifestyle and how to develop a positive workplace culture.
ABOUT MICHELLE
Michelle Hamilton, CFRE, is Interim President & CEO at the Charlotte Symphony, an orchestra bucking the trend of symphony orchestras serving a narrow slice of society in its belief that sharing music should be a right and not a privilege. She has 28 years’ experience as a non-profit leader, including work with the Houston Symphony, Dayton Philharmonic Orchestra and the Arts Council of Fort Worth and Tarrant County. Michelle is a Lafayette, Louisiana native and holds a BA in communications from the University of Louisiana. She is a past president of the Charlotte Chapter of the Association of Fundraising Professionals, an international organization inspiring global change and supporting efforts that generate billions of dollars in philanthropy. She was recognized as Charlotte’s Outstanding Fundraising Professional by AFP Charlotte in 2013. Learn more about Michelle on LinkedIn and her work at the symphony at Charlotte Symphony Orchestra.
EPISODE TOPICS & RESOURCES
**003: Maximizing the Talent of Women in the Nonprofit Sector (Penny Hawkins)
SUMMARY**
While nearly 75% of nonprofit professionals are women, less than half of the CEO’s in the sector are female, and those in leadership are making 30% less than their male counterparts. Penny and I had a great conversation about these and other important topics facing women in the nonprofit community, and topics that are equally important for their male colleagues. She also shares great advice and resources for women on the path to nonprofit leadership!
ABOUT PENNY
Penny has enjoyed 15 years of professional experience in both the corporate and nonprofit sectors. She began her career in Private Equity with BlackHawk Capital Management where she focused on communications, investor relations, marketing and operations. After completing the Foundation for the Carolinas Impact Fund for Emerging Philanthropists in 2008, she combined her skill for investor relations with a desire to support growth in Charlotte’s vital philanthropic community and entered the path to nonprofit leadership. Prior to joining PMA Consulting as a Senior Consultant, Penny held leadership development positions at Novant Health Presbyterian Medical Center Foundation, KinderMourn, and the Council for Children’s Rights. In her most recent role with Novant Health, she served as the Development Program Manager of the Children’s and Women’s Service Lines. Penny has a bachelor’s degree in Journalism & Mass Communication with a focus on Public Relations from the University of North Carolina at Chapel Hill. She’s obtained her CFRE (Certified FundRaising Executive) designation, obtained certification from the Wake Forest University’s Essentials of Business for Nonprofit Organizations, and is the incoming Board President for the Charlotte Chapter of the Association of Fundraising Professionals (AFP).
EPISODE TOPICS & RESOURCES
· Penny’s productivity: spreadsheets; “eating frogs”; 5am to 7am
· Eat That Frog (Brian Tracy)
· 5am Miracle (Jeff Sanders), Miracle Morning (Hal Elrod)
· Five generations of women in the workforce
· Sexual harassment protections for employees and donors
· Utilizing mentors at all stages of your career
· Beware the power dynamic of “the client is always right”
· What policies does your organization need?
· Female donors are increasingly leading family philanthropy
· Penny’s Pick: Quiet by Susan Cain
**005: New to Nonprofit? 5 Ways to Hit the Ground Running (Mike Blackwelder)
SUMMARY**
One of the challenges of starting a job in the nonprofit sector is the volume of information, skills and experiences you’re trying to learn and manage, often without adequate on-boarding support from your organization. If that challenge is one you’re facing, or you want to do a better job helping develop your staff talent, this episode is for you. Mike and I explore five ways you can accelerate your journey on the nonprofit path with practical tips, ideas and resources.
ABOUT MIKE
Mike Blackwelder is a nonprofit and fundraising professional who has been on the leadership path for over a decade. He serves as Managing Director for PMA Consulting, and has extensive experience in fundraising, management, strategic planning, communications, and nonprofit administration. His nonprofit career includes positions at United Way of Central Carolinas, Boys & Girls Club of Cabarrus County, and Safe Alliance. In his most recent position as Chief Advancement Officer at Safe Alliance, Mike managed a team of development staff and led the agency's fundraising, marketing, volunteer, and advocacy efforts. Mike received a bachelor's degree in Business Administration from Campbell University, a Graduate Certificate in Nonprofit Management and an MBA from UNC-Charlotte, and recently became a Certified Fundraising Executive (CFRE). Mike is also very involved with the Charlotte Chapter of the Association of Fundraising Professionals (AFP), where he currently serves as Board President.
EPISODE TOPICS & RESOURCES
· What questions should you ask in your first 90 days on the job?
· The First 90 Days (Michael Watkins)
· Identifying key goals and challenges of the organization
· Mike’s keys to staying organized; to-do list and email management
· Strategic networking: comparable and aspirational peers
· What skills and experiences should you master?
· Importance of self-care
· Creating of personal development plan
· Maximizing professional development organizations like AFP
· Mike’s Pick: Donor Centered Fundraising (Penelope Burk)
· Mike’s Pick: Achieving Excellence In Fundraising (Hank Rosso)
#004: First Stop on the Nonprofit Path: Sharpen Your Vision (Patton McDowell)
Summary
Dr. Patton McDowell brings the best in professional development and productivity to Your Path to Nonprofit Leadership, helping you find the perfect nonprofit job and guiding you along the path to leadership in the charitable sector. Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 220 nonprofits and their staff and board leaders. You’ll learn how to assess and plan the nonprofit career that’s right for you, and how to maximize the 7 “stops” along the Path and the 10 skills and experiences necessary for nonprofit leadership. The show features interviews with nonprofit leaders and productivity experts, as well as deep-dive solo episodes and other special editions. Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life.
About Patton
Prior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School. Patton and his wife Cindy have three adult children.
Summary
Dr. Patton McDowell brings the best in professional development and productivity to Your Path to Nonprofit Leadership, helping you find the perfect nonprofit job and guiding you along the path to leadership in the charitable sector. Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 220 nonprofits and their staff and board leaders. You’ll learn how to assess and plan the nonprofit career that’s right for you, and how to maximize the 7 “stops” along the Path and the 10 skills and experiences necessary for nonprofit leadership. The show features interviews with nonprofit leaders and productivity experts, as well as deep-dive solo episodes and other special editions. Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life.
About Patton
Prior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School. Patton and his wife Cindy have three adult children.
#001 Trailer
Summary
Dr. Patton McDowell brings the best in professional development and productivity to Your Path to Nonprofit Leadership, helping you find the perfect nonprofit job and guiding you along the path to leadership in the charitable sector. Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 220 nonprofits and their staff and board leaders. You’ll learn how to assess and plan the nonprofit career that’s right for you, and how to maximize the 7 “stops” along the Path and the 10 skills and experiences necessary for nonprofit leadership. The show features interviews with nonprofit leaders and productivity experts, as well as deep-dive solo episodes and other special editions. Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life.
About Patton
Prior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C. He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California. He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations. Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board. He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School. Patton and his wife Cindy have three adult children.