Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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The Final Flight of Captain Forrester


1 The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05
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In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…
NPFX: The Nonprofit Fundraising Exchange
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Content provided by Russ Phaneuf and IPM Advancement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Russ Phaneuf and IPM Advancement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Join the experts at IPM Advancement for discussion and insights into nonprofit fundraising, membership, advocacy and more. Each show covers a different aspect of advancement, with topics ranging from annual giving to capital campaigns and everything in between.
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72 episodes
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Join the experts at IPM Advancement for discussion and insights into nonprofit fundraising, membership, advocacy and more. Each show covers a different aspect of advancement, with topics ranging from annual giving to capital campaigns and everything in between.
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1 Building Resilience in the Face of Funding Cuts (with Laura Rosi and Elizabeth Silverstein) 33:29
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Radical shifts in federal funding priorities continue to create widespread uncertainty across the nonprofit sector. In today’s episode, we explore strategies to build organizational resilience, collaborate with other nonprofits, and communicate effectively with donors and funders during difficult times. We also examine the unique value a consultant brings, and share key criteria for choosing the right advisor to help your nonprofit thrive. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically https://www.ipmadvancement.com/blog/federal-funding-uncertainty-how-to-assess-the-risks-and-respond-strategically [NPFX] Advocacy Matters: Defending Federal Funding for Nonprofits https://www.ipmadvancement.com/blog/advocacy-matters-defending-federal-funding-for-nonprofits Laura Rosi , Esq. is the Chief Executive Officer at Housing Families . She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families’ Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. https://www.linkedin.com/in/laurarosiesq/ https://housingfamilies.org/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect , a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Advocacy Matters: Defending Federal Funding for Nonprofits (with Pat Libby, Kendra Davenport, and Shannon McCracken) 41:48
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When federal funding is at risk, diversification is a smart long-term strategy. But there's a more immediate response nonprofits can’t afford to ignore — advocacy. In this episode, we break down what advocacy really means, how it works, and why it’s essential for every nonprofit to get involved right now. Join us as we explore how to make your voice heard and protect the funding that fuels your mission. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Advocacy & Lobbying Resources for Nonprofits https://patlibby.com The Nonprofit Alliance's Action Alerts about Federal Funding https://tnpa.org/federalfunding/ Alliance for Justice Resource Library https://afj.org/resource-library/ [NPFX] Can Nonprofits Lobby? How LGBTQ and Other Organizations Can Influence Lawmakers https://www.ipmadvancement.com/blog/can-nonprofits-lobby-how-lgbtq-and-other-organizations-can-influence-lawmakers The Secret to Nonprofit Advocacy Success: Keeping Grassroots Supporters Engaged https://www.ipmadvancement.com/blog/the-secret-to-nonprofit-advocacy-success-keeping-grassroots-supporters-engaged Pat Libby is one of the nation’s leading experts on citizen lobbying campaigns. A long-time nonprofit leader, consultant, and recovering academic, Pat has made it her mission to teach nonprofit leaders and everyday people how to create change through the legislative process. She is the author of The Empowered Citizens Guide and The Lobbying Strategy Handbook — funny, relatable books written for anyone who sees a glaring injustice or community-wide problem and wants to scream, “There ought to be law!” but doesn’t know how to make it happen. Pat makes conducting a successful grassroots lobbying campaign seem relatively painless by sharing her easy-to-follow formula and pulling the curtain back on things we think we should know but don’t. The books are illustrated by real-life examples of people who used her 10-step strategy to pass laws, and contain detailed information on the rules governing nonprofit lobbying. Pat created her strategy while leading a nonprofit organization; since then, it has been used by novice citizen activists throughout the country to pass new laws, including many in California where she resides. You can find many free resources on her website . https://www.linkedin.com/in/patlibbynonprofitconsulting/ https://patlibby.com Kendra E. Davenport , MPL, CFRE, is President and CEO of Easterseals , a leading organization that makes a lasting difference in the lives of 1.5 million people each year by providing essential services to children and adults with disabilities, older adults, veterans, and their families. Kendra oversees the National Office and a federated network of 70 Affiliates whose markets cover 48 states and Washington, D.C. For more than three decades, Kendra has been a leader and innovator in the nonprofit sector, with a consistent focus to facilitating critical services and interventions with organizations specializing in health and human services and disability rights, ensuring everyone can lead full lives. Kendra has extensive management experience, having managed over 1,000 international staff across eighteen sub-Saharan countries while working for one of the largest African American-founded and led nonprofits at the time. She is highly regarded not only for her extensive work in the nonprofit sector and for her leadership amid change, but for her commitment to transparency, accountability, and strong focus on collaboration. Kendra is a graduate of Georgetown University’s McCourt School of Public Policy, and serves on boards for organizations that span health, education, civil rights and social action, and economic empowerment. https://www.linkedin.com/in/kendradavenport/ https://www.easterseals.com/ Shannon McCracken is the founding CEO of The Nonprofit Alliance and has been named to The NonProfit Times Power & Influence Top 50 for the last three years. She spent two years as Charity Navigator’s Chief Development Officer, facilitating communication with nonprofit organizations and increasing resources to ensure the successful implementation of a new strategic plan, and subsequently served on Charity Navigator’s board of directors. Shannon spent 17 years with Special Olympics International, most recently as Vice President of Donor Development. While at Special Olympics, she served as the DMA Nonprofit Federation Advisory Council Chair and Chair of the Ethics Committee. Shannon is a Certified Association Executive with a master’s in Nonprofit and Association Management. She serves on the Fundraising.AI Advisory Council and the Fundraising Effectiveness Project Steering Committee as Government Relations Chair. https://www.linkedin.com/in/smccracken/ https://tnpa.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically (with Lauren Steiner, Anne Newland, and Beth Silverstein) 39:40
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Recently, a series of rapid-fire decisions by the Trump administration sent shockwaves through the nonprofit sector, leaving many organizations uncertain about the future of their federal grants. In today's episode, our expert panel explores strategies nonprofits can implement to assess the challenges they face and survive potential funding cuts. With insights on collaboration, donor communication, impact assessments, and advocacy, this episode offers a lifeline to nonprofits facing unprecedented challenges. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Nonprofit Collaboration: The Power of Partnership https://www.ipmadvancement.com/blog/nonprofit-collaboration-the-power-of-partnership 4 Ideas for Finding Collaborations That Expand Your Nonprofit’s Reach and Impact https://www.ipmadvancement.com/blog/4-ideas-for-finding-collaborations-that-expand-your-nonprofits-reach-and-impact [NPFX] The Intersection of Organizational Wellness and Impact https://www.ipmadvancement.com/blog/the-intersection-of-organizational-wellness-and-impact [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/blog/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect , a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Lauren Steiner is the Founder and CEO of Grants Plus , the nation’s leading grant consulting firm, specializing in securing grant funding for healthcare organizations. With over 20 years of experience in philanthropy and nonprofit development, Lauren has led her team in winning hundreds of millions in funding for clients. Lauren has contributed to key philanthropic initiatives, including The Giving Institute and the Generosity Commission and formerly co-chaired the editorial board of Giving USA. She has been an avid presenter on grant-seeking topics, both in person and virtually, for AFP, Grants Professionals Association (GPA), The Giving Institute/Giving USA, the Chronicle of Philanthropy, as well as a frequent guest on podcasts including GrantStation, Blackbaud's Engage Podcast, Successful Nonprofits, and more. Lauren is known for her practical, real-world approach to grant-seeking, ensuring attendees walk away with actionable takeaways. https://www.linkedin.com/in/lauren-steiner/ https://grantsplus.com/ Anne Newland , MD, MPH has spent her career as a physician and executive in the primary care safety net. She currently serves as the Chief Executive Officer for North Country HealthCare , a federally-qualified community health center with clinics in 11 communities in northern Arizona. She trained in Internal Medicine-Pediatrics at the University of Tennessee-Memphis, served as Chief Resident for Internal Medicine at UT, and later completed a Master in Public Health degree at Harvard School of Public Health as a Commonwealth Fund Fellow in Minority Health Policy. Dr. Newland launched a community-based Family Medicine residency program in 2020 and is planning a Psychiatry residency program to train psychiatrists in rural northern Arizona. Dr. Newland has served on many community boards and, and she has worked with elected officials and other stakeholders to create new pathways to fund graduate medical education. https://www.linkedin.com/in/anne-newland-392914a/ https://northcountryhealthcare.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 10 Lessons Nonprofits Learned Last Year — and How to Thrive in 2025 42:49
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Nonprofits worked hard last year and gained valuable insights along the way. In today's episode, we share the top lessons learned by 10 fundraising professionals, and ways to apply them to make an even greater impact in 2025. Listen for tips on donor engagement, the importance of managing your data, leveraging your annual fund for major gifts, the value of unrestricted funds for capacity building, and more — plus a message of inspiration that every nonprofit should hear. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Why Donor Retention Should Be Your Top Fundraising Priority https://www.ipmadvancement.com/blog/why-donor-retention-should-be-your-top-fundraising-priority Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship [NPFX] Measuring More than Money: Why Donor Relationships Matter https://www.ipmadvancement.com/blog/measuring-more-than-money-why-donor-relationships-matter [NPFX] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/blog/meaningful-donor-relationships-the-key-to-financial-stability The Secret to Keeping Your Donors Giving: Make Them Feel Special https://www.ipmadvancement.com/blog/the-secret-to-keeping-your-donors-giving-make-them-feel-special Shereese Floyd is CEO of Witness My Life and founder of AI Consultants for Nonprofits . With more than 20 years of experience in nonprofit marketing, Shereese has helped organizations increase their influence and revenue, generating over $2 million in direct campaigns. She is dedicated to social change, with a focus on development, branding, women's leadership, and artificial intelligence. Through AI Consultants for Nonprofits, Shereese offers AI literacy and training programs tailored to nonprofits, schools, and government entities. Her approach empowers organizations to certify internal team members as AI experts, fostering a culture where technology handles routine tasks, allowing people to focus on meaningful work. Shereese's mission is to make AI accessible and beneficial for organizations focused on social good. https://www.linkedin.com/in/shereesefloyd/ https://aiconsultantsfornonprofits.com/ Sami Zoss , is the founder of Zoss Collaborations , a business solutions consulting firm specializing in nonprofit growth and operational efficiency. With an MBA in Finance and Marketing, Sami brings a wealth of expertise in donor engagement, technology integration, and strategic planning to her clients. Before founding Zoss Collaborations, Sami served as the COO and later as Acting CEO of the Dakota State University Foundation, where she led record-breaking fundraising campaigns and implemented innovative donor engagement strategies that significantly expanded DSU’s donor base. In addition to her work with educational institutions, she has been a dedicated volunteer with organizations like Camp Gilbert Inc., supporting children with Type 1 diabetes. https://www.linkedin.com/in/samizoss/ https://samizoss.com/ Samantha Timlick , partner & CEO of IPM Advancement , has been with IPM since launch. She's worked with nonprofit clients on donor renewal, appeal, stewardship, and acquisition programs encompassing more than 250 million total recipients across all fundraising channels — including highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ https://www.ipmadvancement.com/ Emily Berry leads the Annual Giving effort at Miami University , generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. https://www.linkedin.com/in/emily-berry-3b23867/ https://moveinmiami.org/ Nicolette Dumais is the Constituent Communications Manager at USS Hornet Sea, Air and Space Museum . She excels at crafting and executing strategic fundraising plans, building lasting stakeholder relationships, and identifying funding opportunities to drive organizational growth. Nicolette has successfully led development teams, fostering collaboration and professional growth. Holding a Bachelor’s in Communications and a Master’s in Nonprofit Management, she combines deep expertise with a passion for making an impact, helping organizations achieve sustainable success. https://www.linkedin.com/in/nicolette-dumais/ https://uss-hornet.org/ Josh Gryniewicz , founder of Odd Duck , a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters . Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, Interrupting Violence , a moving story of redemption and social change. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Ally Barron is Chief Development & Communications Officer at the Hope and Heal Fund . With over 15 years of experience, her expertise spans corporate social responsibility, fundraising strategy, donor relations, event management, and strategic communications. In her current role, Ally has transformed fundraising strategies, securing over $2.5 million annually and cultivating a $5 million grant from Governor Gavin Newsom’s Office of Emergency Services. Her leadership extends to managing a statewide public awareness campaign focused on mental health, violence prevention, and equity. Ally holds a Master of Public Administration from the University of Southern California and a Bachelor of Arts in Political Science from Arizona State University. https://www.linkedin.com/in/allybarron8/ https://hopeandhealfund.org/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ Russ Phaneuf , co-founder, managing partner & chief strategist for IPM Advancement, has spent more than 25 years in nonprofit fundraising, with key roles in higher education development. Russ has been a finalist for the Council for Advancement and Support of Education (CASE) “Rising Star” award, and he has earned an AMA Spectrum Award recognizing outstanding collateral. He has also presented on strategic communications and constituent engagement for CASE, the Association of Fundraising Professionals, and the National League of Cities. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Special Invitation for Listeners: What's Your Most Valuable Lesson from 2024? 1:15
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Hello NPFX listeners! As nonprofit professionals, you've worked really hard this year. You faced challenges, achieved goals, and undoubtedly, you've gained valuable insights along the way. For our first episode of the new year, we'd like to hear what you've learned. Here's the question we'd like you to answer: What's the most valuable lesson you're taking away from your nonprofit experience in 2024? Send your answer by email to contact@ipmadvancement.com with the subject line "2024 lesson." If you'd like us to mention you on the episode, be sure to include your name, your title, and the nonprofit you represent. If you want to remain anonymous, just let us know. Thank you for listening, and thanks for helping us grow our NPFX community. We look forward to hearing from you. Happy holidays!…

1 Leading through Layers: Communication Strategies to Align Your Team (with Beth Napleton, Christina Lear, and Amy Tamura) 36:45
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When communication within a nonprofit flows effectively — from leadership to management to staff, and vice versa — teams tend to work well together and the nonprofit thrives. However, when enough breakdowns in communication occur, a toxic work culture can quickly take root. In today's episode, we’ll explore the unique challenges nonprofits face in fostering clear communication, and strategies for creating more engaged teams, safer environments for feedback, and ultimately, greater impact in your mission. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/blog/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness [NPFX] How to Build Your Nonprofit to Succeed https://www.ipmadvancement.com/blog/how-to-build-your-nonprofit-to-succeed Nonprofit Staff Retention, Part 1: Are Higher Salaries Really the Answer? https://www.ipmadvancement.com/blog/nonprofit-staff-retention-are-higher-salaries-really-the-answer/ 5 Ways to Improve Your Fundraising Team’s Morale https://www.ipmadvancement.com/blog/5-ways-to-improve-your-fundraising-team-s-morale Beth Napleton is the CEO of LevelEDUP Leadership , bringing over 25 years of experience in education leadership. Previously, she founded and led a charter school network on Chicago’s far South Side, where every graduate — most of them first-generation college students — was accepted to at least two four-year colleges. Beth coaches senior leaders in education and mission-driven organizations to "lead through layers" with greater efficiency and impact. A certified Gallup Strengths coach and alumna of Columbia University, Teach For America, and Building Excellent Schools, she has also completed the National Principal Supervisors Academy at Relay Graduate School of Education. She is a winner of the prestigious national Harriett Ball Excellence in Teaching Award, and has been featured on over 20 podcasts. https://www.linkedin.com/in/bethnapleton/ https://www.bethnapleton.com/ Christina Lear is a former high school principal who now advises school leaders on educational transformation and collective impact in her role at SkyBound Education . As a principal, Christina led her school through several significant changes, including redesigning the school model, reorganizing the delivery of school throughout the COVID-19 pandemic, and improving the school’s rating from an F to a B. Christina has also worked on policy advising, community organizing, and campaigns for many education organizations. She is passionate about empowering communities with barriers to opportunity and using both systemic change and leadership development to tackle equity gaps. https://www.linkedin.com/in/christinalear/ https://www.skyboundeducation.com/ Amy Tamura most recently served as Board President of Cupertino Co-Op Nursery School , a cherished institution with over 70 years of history in nurturing young children aged 2–5 and their families. Her commitment to education and child development extended to co-leading Project Cornerstone at Braly Elementary, teaching school-aged children at Bible Study Fellowship, and volunteering with various organizations. Now focusing on raising her own children, Amy proudly describes herself as "out of the game," while continuing to bring the same energy and care to her family that she has shown to her community. https://www.linkedin.com/in/amy-tamura-53b7014/ https://cupertinocoop.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 How to Engage Millennial and Gen Z Donors: Make Them Partners in Progress (with Derrick Feldmann) 37:30
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As giving from Boomers and Gen X decreases, Millennials and Gen Z are becoming more and more important to the long-term health of nonprofits. Yet many fundraisers struggle to connect with these young donors. In today's episode, we explore what it takes to engage the younger generations, and how you can make your nonprofit's mission resonate with donors of all ages. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Derrick Feldmann's Movement Notes https://www.movementnotes.com/ [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/blog/giving-usa-2023-key-insights-behind-the-numbers [NPFX] Next Gen Donors and the Arts (with Jaimie Mayer) https://www.ipmadvancement.com/blog/next-gen-donors-and-the-arts Derrick Feldmann is recognized internationally as a leading researcher and advisor on social issues, movements, and consumer public action. Producing and leading nearly two dozen research studies a year, Feldmann has built an impressive body of research and insights into how and why the public takes action for change. He is the author of three books: The Corporate Social Mind — How Companies Lead Social Change From the Inside Out ; Social Movements for Good — How Companies and Causes Create Viral Change ; and Cause for Change — The Why and How of Nonprofit Millennial Engagement . Feldmann currently splits his time between social issue research and advisory firm ISG Research Advisors and the Ad Council Research Institute , where he oversees public research studies on pressing issues affecting Americans. Before ISG, Feldmann led the research team for the Millennial Impact Project with The Case Foundation, producing the comprehensive Millennial Impact Reports on how and why millennials choose to engage in cause movements. https://www.linkedin.com/in/derrickfeldmann/ https://www.derrickfeldmann.com/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Leveraging AI as Your Nonprofit Thought Partner (with Shereese Floyd) 39:41
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AI tools have rapidly evolved beyond their initial applications in content creation and data analysis. While some nonprofits are leveraging this growing technology, others raise valid concerns about privacy, bias, and data security. In today’s episode, we’ll examine the potential of AI as a strategic partner for nonprofit leaders and fundraisers. We’ll also explore how AI can be implemented safely and responsibly to free up time for higher-impact work and offer fresh solutions to longstanding challenges. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources AI Consultants for Nonprofits Certification brochure https://static1.squarespace.com/static/64160872ed5f572f9d9c61b4/t/65ac7d36b3a2643ac318c3db/1705803063269/AICN+Certification+Brochure.pdf [NPFX] AI Tools for Grant Writing, Prospecting, and More https://www.ipmadvancement.com/blog/ai-tools-for-grant-writing-prospecting-and-more Shereese Floyd is CEO of Witness My Life and founder of AI Consultants for Nonprofits . With more than 20 years of experience in nonprofit marketing, Shereese has helped organizations increase their influence and revenue, generating over $2 million in direct campaigns. She is dedicated to social change, with a focus on development, branding, women's leadership, and artificial intelligence. Through AI Consultants for Nonprofits, Shereese offers AI literacy and training programs tailored to nonprofits, schools, and government entities. Her approach empowers organizations to certify internal team members as AI experts, fostering a culture where technology handles routine tasks, allowing people to focus on meaningful work. Shereese's mission is to make AI accessible and beneficial for organizations focused on social good. https://www.linkedin.com/in/shereesefloyd/ https://aiconsultantsfornonprofits.com/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition (with Josh Gryniewicz) 45:12
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Engaging people as loyal donors and advocates for change is the heart of our job as fundraisers. However, the conventional messaging formula of problem -> solution -> ask is turning off some supporters, especially the younger generations. In this episode, we explore a fresh approach called Narrative Strategy that will help you deliver the right message to the right audience, inspiring greater commitment to your mission. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Interrupting Violence by Cobe Williams and Josh Gryniewicz https://geni.us/interruptingviolence Narrative Framework Tutorial (from Odd Duck) https://s3.amazonaws.com/kajabi-storefronts-production/file-uploads/sites/167757/themes/3609847/downloads/4c50fd-87e5-045-8ecd-ca75dfc27fac_Odd_Duck_Narrative_Framework_Tutorial.pdf Units of Narrativity graphic (from Odd Duck) https://s3.amazonaws.com/kajabi-storefronts-production/file-uploads/sites/167757/themes/3609847/downloads/678cec-28-10bf-501-eaf3d517b766_Odd_Duck_Narrative_Ecosystem.pdf [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/blog/when-your-nonprofit-s-case-for-support-just-isn-t-working [NPFX] How Nonprofits Can Stop the Spread of Fake News & Misinformation with Storytelling https://www.ipmadvancement.com/blog/how-nonprofits-can-stop-the-spread-of-fake-news-misinformation-with-storytelling [NPFX] Engaging Audiences with Effective Messaging & Storytelling — What Works on Tough Issues https://www.ipmadvancement.com/blog/engaging-audiences-with-effective-messaging-storytelling-what-works-on-tough-issues Make the Donor the Hero of Your Fundraising Story https://www.ipmadvancement.com/blog/make-the-donor-the-hero-of-your-fundraising-story Josh Gryniewicz , founder of Odd Duck , a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters . Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of the national bestseller, Interrupting Violence , a moving story of redemption and social change. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 How to Attract and Retain Fundraising Talent: Discussing AFP’s 2024 Compensation & Benefits Survey Report (with Colton Strawser and Julie Trimarchi) 51:37
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The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. As a result, more and more nonprofits are depending on big gifts. That’s why it’s vital to attract and retain the fundraisers who can cultivate strong relationships with your most generous donors. In today's episode, we examine the latest findings from AFP's 2024 Compensation and Benefits Survey Report and discuss ways to keep your best fundraisers happy (beyond a competitive salary) to sustain and advance your nonprofit's mission. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources 2024 AFP Compensation and Benefits Survey Report https://www.afponline.org/training-resources/resources/survey-research-economic-data/Details/compensation-survey NonprofitHR 2024 Total Rewards Practices Survey https://www.nonprofithr.com/2024-total-rewards-practices-survey/ Navigating the New Normal: Compensation, Benefits, and Flexibility in Fundraising https://afpglobal.org/news/mikes-message-takeover-navigating-new-normal-compensation-benefits-and-flexibility-fundraising Nonprofit Staff Retention, Part 1: Are Higher Salaries Really the Answer? https://www.ipmadvancement.com/blog/nonprofit-staff-retention-are-higher-salaries-really-the-answer Nonprofit Staff Retention, Part 2: How to Attract and Keep the Best Employees https://www.ipmadvancement.com/blog/nonprofit-staff-retention-how-to-attract-and-keep-the-best-employees Colton C. Strawser , PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. https://www.coltonstrawser.com/ https://www.linkedin.com/in/coltonstrawser/ Julie Trimarchi , Senior Compensation Consultant for NonprofitHR 's Total Rewards practice, has over 20 years of experience in compensation for both nonprofit and for-profit organizations. Most recently, she consulted nonprofit organizations on the design and/or redesign of base pay programs, pay philosophy, pay policies and best practices. Prior to consulting, she held the position of Director of Compensation for 10 years with the Continental Division of Hospital Corportation of America (HCA), a fortune 500 company. She also worked for five years with nonprofit Kaiser Permanente as a Senior Compensation Analyst. She has also designed and delivered compensation training to various audiences, including front line leaders, executives, HR colleagues and employees. https://www.nonprofithr.com/ https://www.linkedin.com/in/julie-trimarchi-06a50b5/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Strategic Planning: Why Some Plans Succeed and Others Fail (with Barbara Wood, Laura Rosi, and Nate Rhoton) 48:45
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Strategic planning done poorly can be time-consuming and yield little practical benefit. Strategic planning done well provides clear direction, aligns resources with mission-critical goals, and enhances organizational effectiveness. In today’s episode, we'll explore why investing in a well-crafted strategic plan is worth your time and how it can propel your nonprofit towards greater impact and success. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources 8 Ways to Make Strategic Planning More Effective (and Fun) https://www.ipmadvancement.com/blog/8-ways-to-make-strategic-planning-more-effective-and-fun Barbara Wood , Vice President of Development and Communications/PR at Beatitudes Campus Foundation , has served more than 25 years in fund development management and development communications. She joined the Beatitudes Campus in 2012 and feels called to serve older adults and the residents who call the campus home. She is responsible for the development and implementation of strategic plans to advance and raise funds for the campus’ strategic initiatives. She oversees and manages fundraising efforts, builds strong and successful relationships and maintains communications with donors. Previously she served at Arizona State University Foundation and A.T. Still University managing presidential and development communications and fundraising. Barbara also served as managing editor of a major Arizona business magazine and was marketing manager and financial writer for the world headquarters of a financial services institution. Barbara has won numerous national and professional awards for writing and communications excellence and has published more than 50 articles. https://www.linkedin.com/in/barbara-wood-26811b15/ https://beatitudescampus.org/ Laura Rosi , Esq. is the Chief Executive Officer at Housing Families . She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families’ Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. She is a board member of Metro North Housing Corporation and is a member of Urban Land Institute’s Policy Committee, and Committee on Housing and Economic Development. https://www.linkedin.com/in/laurarosiesq/ https://housingfamilies.org/ Nate Rhoton serves as the CEO for one-n-ten , an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. https://www.linkedin.com/in/naterhoton/ https://onenten.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Engaging Audiences with Effective Messaging & Storytelling — What Works on Tough Issues (with Brian Malte and Josh Gryniewicz) 49:10
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Ensuring the success of your nonprofit hinges on effectively capturing and maintaining donor attention and support. But when tackling tough issues that may take years or even decades to solve, how do you sustain donor engagement for the duration? In today's episode, we delve into strategies for keeping donors engaged on hard-to-solve issues through the power of effective messaging and strategic storytelling. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources 988 Suicide & Crisis Lifeline https://988lifeline.org/ IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources The Messy Truth VR Experience https://www.youtube.com/watch?v=3Or2P3U6CTk Mapping Firearm Suicides and Homicides in California https://storymaps.arcgis.com/stories/e9d1a39f8f4a465f9cf865c5db498dd3 [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/blog/when-your-nonprofit-s-case-for-support-just-isn-t-working [NPFX] The Future of Storytelling for Nonprofit Donor Engagement https://www.ipmadvancement.com/blog/the-future-of-nonprofit-storytelling-for-donor-engagement [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/blog/giving-usa-2023-key-insights-behind-the-numbers Brian Malte is a nationally recognized leader in the gun violence prevention movement. In 2001, Brian joined the Brady Center to Prevent Gun Violence, first as National Field Director, then Political Director, and lastly as National Policy Director, becoming one of the country’s most familiar spokespeople for the burgeoning gun violence prevention movement. In 2016 he returned to his California roots to helm the Hope and Heal Fund . He has been a featured speaker at many state and national conferences and routinely provides expert analysis to news outlets such as The New York Times , The Washington Post , The Guardian , Al Jazeera , The Atlanta Journal-Constitution , NPR and Mother Jones . https://www.linkedin.com/in/brian-malte-095851132/ https://hopeandhealfund.org/ Josh Gryniewicz , founder of Odd Duck , a storytelling for social change consultancy, has spent his career in nonprofit. He served as the communication director for Cure Violence, an internationally renowned violence prevention program featured in the award-winning film The Interrupters . Josh helmed the rebrand of Integrate Health, a global health initiative in West Africa, helping increase their budget by nearly $1 million. Most recently, Josh led communication efforts for Data Across Sectors for Health (DASH), a program focused on national multi-sector data sharing to address social determinants of health. He is the co-author of Interrupting Violence , which comes out on July 2, 2024. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 The Challenges Facing Higher Ed Fundraisers (with Sami Zoss and Emily Berry) 48:41
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Americans are losing confidence in higher education, alumni are carrying record level student debt loads, and charitable giving in general is shifting more towards social impact causes — all of which makes it harder for higher ed institutions to make their case for support. In today’s podcast episode, we look at strategies for higher ed fundraising, including how to engage young alumni, the role of major donors, attracting corporate partners, the value of give-to-get, and more. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/blog/when-your-nonprofit-s-case-for-support-just-isn-t-working [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/blog/giving-usa-2023-key-insights-behind-the-numbers Sami Zoss , Interim President and Chief Executive Officer for DSU Foundation , is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc. , a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement. https://www.linkedin.com/in/sami-zoss-mba-7535778b/ https://trojansunite.org/ Emily Berry leads the Annual Giving effort at Miami University, generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. https://www.linkedin.com/in/emily-berry-3b23867/ https://moveinmiami.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 Innovation, Authenticity, and Impact in Fundraising (with Jarrett Ransom, the Nonprofit Nerd) 31:41
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Join host Rich Frazier and guest Jarrett Ransom for a candid conversation on what it takes to be successful — and stay sane — in nonprofit fundraising. Jarrett shares insights from her 15-year journey as a consultant in the nonprofit sector, including her latest inspiration from the documentary "Uncharitable" featuring Dan Pallotta. Other topics include the need for innovation in fundraising, how to achieve a healthy work-life blend, and the value of bringing who you truly are into your work. Free 30-minute fundraising consultation for NPFX listeners: https://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Nonprofit Nerd: Impact Unleashed https://nonprofitnerdimpactunleashed.buzzsprout.com/ Uncharitable, official website https://uncharitablemovie.com/ [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/blog/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness [NPFX] The Intersection of Organizational Wellness and Impact https://www.ipmadvancement.com/blog/the-intersection-of-organizational-wellness-and-impact [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/blog/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout Jarrett Ransom , aka the Nonprofit Nerd, has worked exclusively with nonprofit organizations for over 20 years. She is passionate about creating community and empowering others to see and exceed their full potential. As a trusted advisor, she has helped clients successfully raise millions of dollars in support of their missions. In addition to being a member of the IPM Advancement consulting team, she is president and CEO of the Rayvan Group . Jarrett also serves as the host of the podcast " Nonprofit Nerd: Impact Unleashed ." https://www.linkedin.com/in/jrransom/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…

1 The Intersection of Organizational Wellness and Impact (with Shaun Leonardo and Melissa Cowley Wolf) 40:34
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A workforce shortage in the nonprofit industry is forcing many organizations to do more with less, resulting in stress and burnout that only worsens staff turnover. How can we expect nonprofits to go out and make the world a better place if the organizations themselves are not well? In today's episode, we take a deep dive into the topic of organizational wellness to help nonprofits improve their internal health and increase their impact. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/blog/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness Best Wellness Practices for Nonprofit Fundraisers (#4 Might Surprise You) https://www.ipmadvancement.com/blog/best-wellness-practices-for-nonprofit-fundraisers-4-might-surprise-you [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/blog/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout 5 Ways to Improve Your Fundraising Team’s Morale https://www.ipmadvancement.com/blog/5-ways-to-improve-your-fundraising-team-s-morale Shaun Leonardo , a Brooklyn-based artist and Co-Director of the arts nonprofit Recess , specializes in multidisciplinary work that negotiates societal expectations of manhood, namely definitions surrounding black and brown masculinities, along with its notions of achievement, collective identity, and experience of failure. His performance practice, anchored by his work in Assembly — a diversion program for system-impacted youth at Recess — is participatory and invested in a process of embodiment. Shaun received his MFA from the San Francisco Art Institute and is a recipient of support from Creative Capital, Guggenheim Social Practice, Art for Justice and A Blade of Grass. His work has been featured at The Guggenheim Museum, the High Line, and New Museum, and profiled in the New York Times and CNN. His solo exhibition, The Breath of Empty Space, was presented at MICA, MASS MoCA and The Bronx Museum. And his first major public art commission, Between Four Freedoms, premiered at Four Freedoms Park Conservancy, in the fall of 2021. https://shaunleonardo.com/ Melissa Cowley Wolf has 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm MCW Projects LLC in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the Arts Funders Forum (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…
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NPFX: The Nonprofit Fundraising Exchange

1 Boost Donor Engagement with Messaging That Matters 34:27
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Messaging that engages your audience is the key to good fundraising, which in turn is what allows your organization to deliver the programs and services that impact your community. In today's episode, we examine the 5 essential elements of messaging, share real world examples of how to apply them, discuss pitfalls to watch out for, and more. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources Nonprofit Fundraising Messaging Cheat Sheet https://bit.ly/49IVMV5 IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] When Your Nonprofit's Case for Support Just Isn't Working https://www.ipmadvancement.com/blog/when-your-nonprofit-s-case-for-support-just-isn-t-working What Should I Write About in My Next Fundraising Appeal? https://www.ipmadvancement.com/blog/what-should-i-write-about-in-my-next-fundraising-appeal [NPFX] Ask the Experts: Listener Questions about Copywriting for Nonprofit Fundraising https://www.ipmadvancement.com/blog/ask-the-experts-listener-questions-about-copywriting-for-nonprofit-fundraising Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…
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NPFX: The Nonprofit Fundraising Exchange

1 Measuring More than Money: Why Donor Relationships Matter (with Michele Rebeor and Elizabeth Silverstein) 40:26
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The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. This "giving crisis" has led to an overreliance on major gifts that isn't sustainable for most nonprofits. In today's episode, we discuss why measuring donor relationships (not just revenue) must be a part of your fundraising plan, how to enroll your leadership and board, and strategies to track and improve donor relationships at every level of giving. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/blog/meaningful-donor-relationships-the-key-to-financial-stability Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship The Secret to Keeping Your Donors Giving: Make Them Feel Special https://www.ipmadvancement.com/blog/the-secret-to-keeping-your-donors-giving-make-them-feel-special Michele Rebeor is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. https://www.linkedin.com/in/michelerebeor/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…
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NPFX: The Nonprofit Fundraising Exchange

1 Meaningful Donor Relationships: The Key to Financial Stability (with Lisa Greer and Sami Zoss) 56:07
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Good donor relationships where supporters are engaged and satisfied with giving to your nonprofit can have a profound effect on the success of your organization. More than just ensuring financial support, meaningful relationships with donors foster trust, loyalty, and a sense of shared purpose. In today's episode, we will discuss common stewardship mistakes, how to better understand the experience of the donor, and strategies you can use to elevate your nonprofit's engagement with donors and forge stronger bonds. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship [NPFX] 12 Mistakes Nonprofits Make in Their Fundraising Copywriting https://www.ipmadvancement.com/blog/12-mistakes-nonprofits-make-in-their-fundraising-copywriting-part-1 The Secret to Keeping Your Donors Giving: Make Them Feel Special https://www.ipmadvancement.com/blog/the-secret-to-keeping-your-donors-giving-make-them-feel-special Lisa Zola Greer and her husband Josh experienced a transformative life change in 2012 as they became members, almost overnight, of the 1%, sparking a desire to share their new wealth with compelling charitable causes. As newcomers to the world of charitable giving, they found themselves frustrated and shocked by the impersonal interactions, scripted engagements, and dated methods pervasive in the nonprofit sector. After several years studying the sector, continually experiencing the same issues, and recognizing that millions of donors shared the same negative experience with giving, Lisa decided to promote fundamental change in how fundraising is done by teaching nonprofits how to do better. Today, Lisa writes, teaches, and advises fundraisers on incorporating the donor perspective into all their fundraising activities. As a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book Philanthropy Revolution , Lisa is on a mission to "Save Giving." Her second book, The Fundraiser's Handbook , will be released in 2024. Between her books, her teaching, and her highly successful blog, Philanthropy 451 , Lisa helps nonprofits see a clear path to sustainable and long-term success. https://www.linkedin.com/in/lisazgreer/ https://lisagreer.com/ Sami Zoss , Interim President and Chief Executive Officer for DSU Foundation , is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc. , a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement. https://www.linkedin.com/in/sami-zoss-mba-7535778b/ https://trojansunite.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…
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NPFX: The Nonprofit Fundraising Exchange

1 Donor Behavior Is Changing: Insights from Chronicle of Philanthropy’s New Fundraiser Survey 37:42
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The Chronicle of Philanthropy's 2023 survey of 1000 fundraisers reveals much about how donor behavior is changing and the impact that's having on nonprofit fundraising. In today's podcast episode, the IPM team digs deep into the data to help explain why donors are responding differently now and what nonprofits can do to meet their financial and mission goals for 2024. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Chronicle’s Exclusive Survey Finds Skittish Donors and Fundraisers Searching for a New Normal https://www.philanthropy.com/article/chronicles-exclusive-survey-finds-skittish-donors-and-fundraisers-searching-for-a-new-normal [NPFX] Inflation and Impact: How Nonprofits Are Navigating Economic Realities (with Ali Colbran and Nicole Williams) https://www.ipmadvancement.com/blog/inflation-and-impact-how-nonprofits-are-navigating-economic-realities [NPFX] Donor-Advised Funds: Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/blog/donor-advised-funds-making-dafs-work-for-your-nonprofit [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/blog/giving-usa-2023-key-insights-behind-the-numbers Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…
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NPFX: The Nonprofit Fundraising Exchange

1 Tips for 2023 Year-End Fundraising (and How to Prepare for 2024) 32:23
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Given that 30% of annual giving happens in December, it's crucial for nonprofits to have a winning year-end fundraising strategy. Calendar year-end fundraising leverages end-of-year tax benefits to motivate donors to give, while also aligning with the holiday spirit when people are more inclined to be charitable. In today's podcast episode, the IPM Advancement team shares their best tips for CYE fundraising, including the importance of major donors, why direct mail still matters, how to navigate 2023 trends and challenges, re-engaging lapsed donors, the role of self-care in fundraising, how to strategize for 2024, and more. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Engaging Women Philanthropists to Improve Donor Retention https://www.ipmadvancement.com/blog/engaging-women-philanthropists-to-improve-donor-retention Best Wellness Practices for Nonprofit Fundraisers (#4 Might Surprise You) https://www.ipmadvancement.com/blog/best-wellness-practices-for-nonprofit-fundraisers-4-might-surprise-you [NPFX] Nonprofit Fundraising at Year-End: 4 Things to Do https://www.ipmadvancement.com/blog/nonprofit-fundraising-at-year-end-4-things-to-do IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Michele Rebeor is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. https://www.linkedin.com/in/michelerebeor/ Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Alan Knobloch is a founder of Synergy Philanthropy and an IPM Advancement consultant. He has worked in the nonprofit sector for over 30 years, holding positions at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. https://www.linkedin.com/in/alan-knobloch-8603347/ Melissa Cowley Wolf is the founder of MCW Projects and an IPM Advancement consultant. Melissa has more than 20 years of experience in philanthropy, specializing in next era philanthropic strategy, and organizational and executive wellness for leaders and collectives who want to make an impact. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ Gina Parziale is a Certified Fundraising Executive and IPM Advancement consultant. With 20 years of experience in leadership and development for patients advocacy and nonprofit health organizations, Gina provides strategic planning, fundraising planning and execution, Board and staff development, therapeutic advancement, and engagement with industry to patient advocacy groups. https://www.linkedin.com/in/ginaparziale/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/…
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NPFX: The Nonprofit Fundraising Exchange

1 Inflation and Impact: How Nonprofits Are Navigating Economic Realities (with Ali Colbran and Nicole Williams) 37:19
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With inflation rates peaking at 9.1% last summer (the highest since 1981), nonprofits are feeling the strain. Higher prices drive up the cost to provide programs and services while also increasing demand for those services; on the fundraising side, every dollar raised has less buying power. In today's episode, we'll look at how two nonprofits fighting food insecurity are overcoming these challenges and growing their operations despite economic realities. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Peer-to-Peer Fundraising: Getting Started the Smart Way https://www.ipmadvancement.com/blog/peer-to-peer-fundraising-getting-started-the-smart-way [NPFX] 8 Valuable Lessons Nonprofit Fundraisers Learned in the Past Year https://www.ipmadvancement.com/blog/8-valuable-lessons-nonprofit-fundraisers-learned-in-the-past-year IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Ali Colbran , Director of Development at Feeding San Diego , is responsible for planning, organizing, and directing Feeding San Diego’s fundraising program, including major gifts, grants, corporate partnerships, annual funds, and development operations. Ali has 15 years of experience in the nonprofit sector. Her previous development work supported UC San Diego, The New Children’s Museum, Sacramento Children’s Museum, and the California Association of Museums. She has a Bachelor of Arts in the History of Art and Visual Culture from the University of California, Santa Cruz. Ali is currently pursuing her graduate degree in Nonprofit Leadership and Management at the University of San Diego. https://www.linkedin.com/in/ali-colbran-7aa87535/ https://feedingsandiego.org/ Nicole Williams is the Chief Executive Officer of the Community Foodbank of Central Alabama . With 25 years of experience in the nonprofit sector, she's managed federal, local, and privately funded projects to lead the Community Food Bank in its current growth and expansion. A graduate of Samford University, Nicole has lived and worked in Birmingham for over 30 years. She currently serves as the Secretary/Treasurer of Feeding Alabama, the State Food Bank Association and on the Board of Directors for the Emergency Food and Shelter Program (EFSP). She was named in the Who’s Who in Nonprofits by the Birmingham Business Journal in March of 2023. https://www.linkedin.com/in/nicole-williams-5b688513b/ https://feedingal.org/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 AI Tools for Grant Writing, Prospecting, and More (with Ashutosh Nandeshwar and Shereese Floyd) 43:00
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The genie is out of the bottle — artificial intelligence is here. Despite valid concerns about privacy and bias, many nonprofits have already embraced AI for grant writing, donor engagement, prospecting, automation, data analysis, and more. In this episode, we examine what AI can (and can't) do, ways your nonprofit can benefit from AI, how to navigate ethical concerns, and our favorite AI tools that you can start using today. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . AI Tools for Nonprofits For a list of AI tools recommended by our guests, visit this episode's blog page at https://www.ipmadvancement.com/blog/ai-tools-for-grant-writing-prospecting-and-more . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources 7 Artificial Intelligence (AI) Grant Writing Tools to Increase Your Fundraising Efforts by Shereese Floyd: https://www.linkedin.com/pulse/7-artificial-intelligence-ai-grant-writing-tools-increase-floyd/ Revolutionizing Fundraising Part I: 6 Ways AI is Transforming the Nonprofit Sector by Ashutosh Nandeshwar: https://www.ccsfundraising.com/insights/revolutionizing-fundraising-part1-ai-transforming-nonprofit-sector/ Shereese Floyd is CEO of Witness My Life and founder of AI Consultants for Nonprofits . An award-winning storytelling and communications professional dedicated to helping organizations increase influence and revenue with story-based marketing, her emotional branding style has generated over $2M in direct campaigns. With over twenty years in nonprofit marketing, her expertise spans development, branding, women's leadership, artificial intelligence, and public relations. Shereese is an advocate for social change and believes story is the one thing that truly brings the world together. Ashutosh Nandeshwar is a data science leader and expert who has championed innovative techniques to help nonprofits and higher education institutions become effective. With over 20 years of experience applying advanced data science, Ashutosh currently leads the data science practice at CCS Fundraising . He has built data science teams and practices from the ground up at institutions like USC, Caltech, and Michigan. Ashutosh holds a PhD in Industrial Engineering, specializing in machine learning, and an MS in Design Thinking, and is the author of multiple books, including Data Science for Fundraising . He has served on the Apra national board and the CASE DRIVE committees. Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Giving USA 2023: Key Insights behind the Numbers 35:16
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The release of the Giving USA 2023 annual report sent shivers through the nonprofit community with its finding that total charitable giving had declined for the first time since 2009. In today's episode, we look behind the data to share key insights and advice for how nonprofits can navigate changes in donor behavior, weather an uncertain economy, and find creative opportunities to boost fundraising and membership. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Why Monthly Giving Matters for Every Nonprofit Organization https://www.ipmadvancement.com/blog/why-monthly-giving-matters-for-every-nonprofit-organization Planned Giving: The What, Why & How of Legacy Fundraising https://www.ipmadvancement.com/blog/planned-giving-the-what-why-how-of-legacy-fundraising Donor-Advised Funds — Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/blog/donor-advised-funds-making-dafs-work-for-your-nonprofit Colton C. Strawser , PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. https://www.coltonstrawser.com/ https://www.linkedin.com/in/coltonstrawser/ Samantha Timlick , vice president of client services for IPM Advancement, provides subject matter expertise that covers all aspects of client and project management including direct mail, telemarketing, and digital campaigns. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients. https://www.linkedin.com/in/stimlick/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Why Smaller Nonprofits Are Employing Fractional Fundraisers to Grow Their Revenue (with Trica Oshant Hawkins & Alan Knobloch) 35:27
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Many smaller nonprofits don’t have the budget to hire experienced fundraisers. They either make do with existing staff or hire a consultant that advises but doesn't implement. In today's episode, we explore the benefits of fractional fundraising — hiring a seasoned fundraiser for a fraction of the work week — and why this strategy can be a game changer for small nonprofits. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources Fractional Fundraising Services for Your Nonprofit https://www.ipmadvancement.com/fractional-fundraising IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Trica Oshant Hawkins has worked for non-profit conservation organizations for most of her professional career. She received her BS in Wildlife Ecology, served as Education Specialist for Hawk Mountain Sanctuary in Pennsylvania for several years, and then returned to her Sonoran Desert home to co-found the Environmental Education Exchange, a non-profit organization with the mission of increasing environmental literacy through collaborative environmental education programs. After completing a Master’s Degree in Conservation Biology, she shifted her focus from education to conservation, and began working with the Arizona Wildlife Federation (AWF). As AWF’s Conservation Programs Director, Trica manages several programs that get people outdoors and directly involved in conservation projects. Trica also contributes to the organization’s communications, education, and (for a brief spell) development programs. https://www.linkedin.com/in/trica-oshant-hawkins-1b40aa4a/ https://azwildlife.org/ Alan Knobloch has held positions in the nonprofit sector at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. In addition to being a Certified Fund Raising Executive from the Association of Fund Raising Professionals, he has earned a diploma from the National Planned Giving Institute from the College of William and Mary. Alan is a member of IPM Advancement's consultant network and a co-founder of Synergy Philanthropy . https://www.linkedin.com/in/alan-knobloch-8603347/ https://synergyphilanthropy.com/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness (with Dr. Evisha Ford) 39:47
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Staff turnover has become a challenge for many nonprofits. Increasing numbers of nonprofit employees report feeling stressed and burned out. In today’s podcast episode, we sit down with Dr. Evisha Ford to discuss what causes nonprofit burnout and how both the individual and the organization can create a culture of wellness and support. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Benches in the Bathroom: Leading a Physically, Emotionally, and Socially Safe School Culture by Evisha Ford https://www.amazon.com/Benches-Bathroom-Physically-Emotionally-attrition/dp/1954631553/ [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/blog/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout Nonprofit Staff Retention, Part 1: Are Higher Salaries Really the Answer? https://www.ipmadvancement.com/blog/nonprofit-staff-retention-are-higher-salaries-really-the-answer Nonprofit Staff Retention, Part 2: How to Attract and Keep the Best Employees https://www.ipmadvancement.com/blog/nonprofit-staff-retention-how-to-attract-and-keep-the-best-employees 5 Ways to Improve Your Fundraising Team’s Morale https://www.ipmadvancement.com/blog/5-ways-to-improve-your-fundraising-team-s-morale Best Wellness Practices for Nonprofit Fundraisers (#4 Might Surprise You) https://www.ipmadvancement.com/blog/best-wellness-practices-for-nonprofit-fundraisers-4-might-surprise-you Dr. Evisha Ford is the Founding Executive Director of iCan Dream Center , a therapeutic school in Illinois, that serves the needs of neurodiverse learners and their families. She began her career serving inner-city homeless youth in Chicago and worked with various community agencies to build their capacity to support the needs of vulnerable youth. She specializes in trauma-compassionate leadership, program design, cultural and racial equity, developing continuums of service for diverse learners. She is author of Benches in the Bathroom: Leading a Physically, Emotionally, and Socially Safe School Culture . Additionally, Dr. Ford serve as President of the Board for the United Way Blue Island Robbins Neighborhood Network. She has received numerous awards, including “Woman of the Year” by Zeta Phi Beta Sorority, the Paige Award for her impact within the special needs community, and the “Dream Maker Award” from the Bronzeville Children’s Museum of Chicago. In July 2018, she was honored as one of the influential “100 Black Women in Chicago” for her educational contributions. In July 2022, Dr. Ford received her most generous recognition as “best mom ever” granted by her two sons. To lean more about Dr. Ford’s work, visit her website www.drevisha.com . https://www.linkedin.com/in/drevisha/ https://icandreamcenter.com/ Russ Phaneuf , a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Sustaining Donor Attention after the Headlines Fade (with Michelle Boggs and Melissa Rutan) 35:52
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While it's common for donors to rally to support relief efforts during a crisis, how do you sustain their attention — many of whom are first-time donors to your nonprofit — after the media spotlight begins to fade? In today's episode, our panel examines episodic giving and how organizations like American Red Cross and Classy keep donors engaged beyond that initial rapid response connection. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Rapid Response Fundraising: How to Leverage Episodic Giving https://www.ipmadvancement.com/blog/rapid-response-fundraising-how-to-leverage-episodic-giving Rapid Response Fundraising whitepaper (requires an email to download) https://www.ipmadvancement.com/resources [NPFX] Why Monthly Giving Matters for Every Nonprofit Organization https://www.ipmadvancement.com/blog/why-monthly-giving-matters-for-every-nonprofit-organization Nonprofit Monthly Sustainers, Part 1: Financial Stability in Any Economy https://www.ipmadvancement.com/blog/nonprofit-monthly-sustainers-part-1-financial-stability-in-any-economy Nonprofit Monthly Sustainers, Part 2: 8 Tips for a Successful Monthly Giving Program https://www.ipmadvancement.com/blog/nonprofit-monthly-sustainers-part-2-8-tips-for-a-successful-monthly-giving-program IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Melissa Rutan is the Senior Associate Consumer Marketing and Fundraising at American Red Cross. She's passionate about connecting people to causes and empowering them to be agents of change. Over the last 10 years, Melissa has strived to create ways financial donors can meaningfully support nonprofits through integrated back-end processes and special events. Melissa joined the American Red Cross in 2017 and is currently focused on driving monthly donor strategy, building upon one of the most valuable donor segments. https://www.linkedin.com/in/melissa-rose-coy/ https://www.redcross.org/ Michelle Boggs, MBA, CFRE, is the Executive Nonprofit Industry Advisor of Classy, the nonprofit affiliate of GoFundMe. She helps nonprofit organizations maximize fundraising efforts through analyzing industry data, examining market messaging and donor-relationship building. She’s also a San Francisco Business Journal 40 Under 40 (Class of 2020) and 7 year+ member of the Association of Fundraising Professionals. Prior to Classy, she worked at the Leukemia and Lymphoma Society, founded Chief, a network of women leaders, and contracted with Accordant to help advance purpose-driven partnerships. https://www.linkedin.com/in/michelleboggssfl https://www.classy.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 How to Make Your Next Board Meeting More Productive (with Nate Rhoton and Rick McCartney) 34:28
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When board meetings run too long and feel unproductive, board members get discouraged and the nonprofit suffers. Causes can range from ineffective leadership to poor planning to a general lack of organization and follow-through. In today's episode, our panel discusses specific suggestions to address these challenges and help make your next board meeting more productive, collaborative, and engaging. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Building and Engaging a High-Performing Board https://www.ipmadvancement.com/blog/building-and-engaging-a-high-performing-board [NPFX] Diversity on Your Board Matters to Your Nonprofit's Mission https://www.ipmadvancement.com/blog/diversity-on-your-board-matters-to-your-nonprofits-mission IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Nate Rhoton serves as the CEO for one-n-ten, an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. https://www.linkedin.com/in/naterhoton/ https://onenten.org/ Rick McCartney, President and CEO of InMedia, a national tech-media company is no stranger to nonprofit board service. He serves as Chairman of the board at one-n-ten, an organization that takes LGBTQ youth off the streets. He serves as Vice Chair of the Thrive Services Group Board, an organization dedicated to eradicating poverty through impactful business dealings. He is a member of Greater Phoenix Leadership, past Chairman of the Board of the Children’s Museum of Phoenix, and a member of the Kellenberger + Tollefson LGBTQ Center at the Arizona Community Foundation where he raises money to grant to LGBTQ groups demonstrating great change. He serves as an Advisory Board Director of the Phoenix Film Foundation. McCartney is past chairman of the Maricopa Workforce Connections Board where he worked to create job opportunities for both the disadvantaged and unemployed. His other work includes mentoring two youths through New Pathways for Youth and raising money for nonprofits nationally that work with children, education and youth at risk. https://www.linkedin.com/in/rickmccartney/ http://inmediacompany.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Building and Engaging a High-Performing Board (with Nate Rhoton and Rick McCartney) 35:41
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A good board of directors is essential to the health and success of any nonprofit organization. By contributing their talent and experience, raising funds, and providing guidance and oversight, the best board members ensure the nonprofit's mission gets carried out effectively and efficiently. In today's episode, our panel discusses strategies for finding good board members and keeping them engaged for the duration of their service. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Diversity on Your Board Matters to Your Nonprofit's Mission https://www.ipmadvancement.com/blog/diversity-on-your-board-matters-to-your-nonprofits-mission IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Nate Rhoton serves as the CEO for one-n-ten, an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. https://www.linkedin.com/in/naterhoton/ https://onenten.org/ Rick McCartney, President and CEO of InMedia, a national tech-media company is no stranger to nonprofit board service. He serves as Chairman of the board at one-n-ten, an organization that takes LGBTQ youth off the streets. He serves as Vice Chair of the Thrive Services Group Board, an organization dedicated to eradicating poverty through impactful business dealings. He is a member of Greater Phoenix Leadership, past Chairman of the Board of the Children’s Museum of Phoenix, and a member of the Kellenberger + Tollefson LGBTQ Center at the Arizona Community Foundation where he raises money to grant to LGBTQ groups demonstrating great change. He serves as an Advisory Board Director of the Phoenix Film Foundation. McCartney is past chairman of the Maricopa Workforce Connections Board where he worked to create job opportunities for both the disadvantaged and unemployed. His other work includes mentoring two youths through New Pathways for Youth and raising money for nonprofits nationally that work with children, education and youth at risk. https://www.linkedin.com/in/rickmccartney/ http://inmediacompany.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Peer-to-Peer Fundraising: Getting Started the Smart Way (with Sarah Murry and Sadé Dozan) 32:46
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Getting started in peer-to-peer fundraising can be challenging for some nonprofits. But with careful planning, you can launch a P2P campaign that engages donors and increases fundraising revenue. In today's episode, our panel discusses how to start a P2P program from scratch, mistakes and opportunities to watch for, best practices for P2P, and more. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Improve Donor Retention and Engagement with P2P Fundraising https://www.ipmadvancement.com/blog/improve-donor-retention-and-engagement-with-p2p-fundraising IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Sadé Dozan is the Chief of Operations and Development at Caring Across Generations , a national campaign of family caregivers, care workers, people with disabilities, and aging adults working to transform care. Through her decade-long career in organization resource-building and nonprofit development, she has worked to secure funds for inter-generational campaigns, health and community initiatives, as well as economic development pipelines. She brings with her a wealth of project management experience, institutional and donor relations, and fundraising systems development. https://www.linkedin.com/in/sade-dozan-cfre-9a496665/ https://caringacross.org/ Sarah Murry is a Digital Fundraising Consultant based in Atlanta, GA with more than 15 years of fundraising experience managing multi-million dollar campaigns, generating brand awareness, increasing digital revenue for organizations of all sizes, and developing high-performing teams. Sarah has worked for organizations such as Shriners Hospitals for Children, Autism Speaks, American Cancer Society, and BayCare Health System. She holds a Master of Nonprofit Management (MNM) and brings extensive experience in event and relationship management, P2P activation, cross-channel collaboration, major gift fundraising, solicitation of corporate partnerships, and advocating for children and families. https://www.linkedin.com/in/sarahamurry23/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Improve Donor Retention and Engagement with P2P Fundraising (with Sadé Dozan and Sarah Murry) 28:44
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Peer-to-peer fundraising can account for 10-50% of fundraising revenue for some nonprofits. Advantages of P2P include better donor engagement and retention, increased visibility and reach, and a more personalized donor experience. In today's episode, our panel discusses the benefits of P2P for nonprofits AND donors, pitfalls to watch out for, technologies and tools to help run better P2P campaigns, and more. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Sadé Dozan is the Chief of Operations and Development at Caring Across Generations , a national campaign of family caregivers, care workers, people with disabilities, and aging adults working to transform care. Through her decade-long career in organization resource-building and nonprofit development, she has worked to secure funds for inter-generational campaigns, health and community initiatives, as well as economic development pipelines. She brings with her a wealth of project management experience, institutional and donor relations, and fundraising systems development. https://www.linkedin.com/in/sade-dozan-cfre-9a496665/ https://caringacross.org/ Sarah Murry is a Digital Fundraising Consultant based in Atlanta, GA with more than 15 years of fundraising experience managing multi-million dollar campaigns, generating brand awareness, increasing digital revenue for organizations of all sizes, and developing high-performing teams. Sarah has worked for organizations such as Shriners Hospitals for Children, Autism Speaks, American Cancer Society, and BayCare Health System. She holds a Master of Nonprofit Management (MNM) and brings extensive experience in event and relationship management, P2P activation, cross-channel collaboration, major gift fundraising, solicitation of corporate partnerships, and advocating for children and families. https://www.linkedin.com/in/sarahamurry23/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 How Nonprofits Can Stop the Spread of Fake News & Misinformation with Storytelling 36:15
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Because of their role in society as trusted agents of change, nonprofits are in a unique position to help stop the spread of misinformation and disinformation. In today's podcast episode, our panel discusses how strategic storytelling can be used by nonprofits to help address misunderstandings and even outright deception in our social discourse. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] Breaking Down Barriers to Social Change https://www.ipmadvancement.com/blog/breaking-down-barriers-to-change Odd Duck's Navigating Misinformation Toolkit (coming in March 2023) https://oddduck.io/ IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Shereese Floyd, CEO of Witness My Life, is an award-winning storytelling and communications professional dedicated to helping organizations increase influence and revenue with story-based marketing. Her emotional branding style has generated over $2M in direct campaigns. With over twenty years in nonprofit marketing, her expertise spans development, branding, women's leadership, and public relations. Shereese is an advocate for social change and believes story is the one thing that truly brings the world together. https://www.linkedin.com/in/shereesefloyd/ https://www.shereesefloyd.com/ Josh Gryniewicz has spent his career in nonprofit, initially as a crisis counselor and later in external relations. For over a decade, he has worked in public interest communication. As a creative, Josh has applied his craft to writing, spoken word, filmmaking, comic books, and other media. His nonfiction has been published in PopMatters, The Guardian, Huffington Post, and Medium. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 When Your Nonprofit's Case for Support Just Isn't Working (with Shereese Floyd & Josh Gryniewicz) 39:20
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A nonprofit's case for support answers a critical question for donors: "Why should I give your nonprofit my money?" In today's podcast episode, our panel examines how to tell the right story in the right way to transform your case for support, better engage donors, and get them to invest generously in your work and your mission. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources [NPFX] The Future of Storytelling for Nonprofit Donor Engagement https://www.ipmadvancement.com/blog/the-future-of-nonprofit-storytelling-for-donor-engagement Make the Donor the Hero of Your Fundraising Story https://www.ipmadvancement.com/blog/make-the-donor-the-hero-of-your-fundraising-story [NPFX] 12 Mistakes Nonprofits Make in Their Fundraising Copywriting, Part 2 https://www.ipmadvancement.com/blog/12-mistakes-nonprofits-make-in-their-fundraising-copywriting-part-2 How Nonprofits Succeed by Focusing on Others, Part 2: Emphasize Donor Impact https://www.ipmadvancement.com/blog/how-nonprofits-succeed-by-focusing-on-others-emphasize-donor-impact What Should I Write About in My Next Fundraising Appeal? https://www.ipmadvancement.com/blog/what-should-i-write-about-in-my-next-fundraising-appeal IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Shereese Floyd, CEO of Witness My Life, is an award-winning storytelling and communications professional dedicated to helping organizations increase influence and revenue with story-based marketing. Her emotional branding style has generated over $2M in direct campaigns. With over twenty years in nonprofit marketing, her expertise spans development, branding, women's leadership, and public relations. Shereese is an advocate for social change and believes story is the one thing that truly brings the world together. https://www.linkedin.com/in/shereesefloyd/ https://www.shereesefloyd.com/ Josh Gryniewicz has spent his career in nonprofit, initially as a crisis counselor and later in external relations. For over a decade, he has worked in public interest communication. As a creative, Josh has applied his craft to writing, spoken word, filmmaking, comic books, and other media. His nonfiction has been published in PopMatters, The Guardian, Huffington Post, and Medium. https://www.linkedin.com/in/jgryniewicz/ https://oddduck.io/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.…
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NPFX: The Nonprofit Fundraising Exchange

1 Don't Hang Up: 3 Ways to Make Telefundraising Work for You in 2023 27:39
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Does telefundraising still work for nonprofits? Yes and no. In the season 4 premiere episode of NPFX, we discuss the challenges of telephone fundraising today, mistakes nonprofits most often make when using the telephone for fundraising, and 3 innovative telephone strategies you can use in 2023 to help raise more money and advance your cause. Don't ditch telefundraising yet! Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources Nonprofit Fundraising Telefund Townhall: https://www.ipmadvancement.com/telefund-townhall IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Samantha Timlick, vice president of client services for IPM Advancement, provides subject matter expertise that covers all aspects of client and project management including direct mail, telemarketing, and digital campaigns. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients.…
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NPFX: The Nonprofit Fundraising Exchange

1 8 Valuable Lessons Nonprofit Fundraisers Learned in the Past Year 26:41
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In the final episode of season 3, our panel looks back at 2022 to discuss the most valuable lessons learned by nonprofit fundraisers this past year. Topics include the economy's impact on fundraising, challenges for capital campaigns, attracting monthly donors, donor retention and stewardship, how to use QR codes in fundraising, and more. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Why Monthly Giving Matters for Every Nonprofit Organization https://www.ipmadvancement.com/blog/why-monthly-giving-matters-for-every-nonprofit-organization Nonprofit Monthly Sustainers: 8 Tips for a Successful Monthly Giving Program https://www.ipmadvancement.com/blog/nonprofit-monthly-sustainers-part-2-8-tips-for-a-successful-monthly-giving-program [NPFX] Capital Campaigns: Moving Your Nonprofit to the Next Level https://www.ipmadvancement.com/blog/capital-campaigns-moving-your-nonprofit-to-the-next-level Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Samantha Timlick, vice president of client services for IPM Advancement, provides subject matter expertise that covers all aspects of client and project management including direct mail, telemarketing, and digital campaigns. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients. Nonprofits Mentioned in the Episode: Animal Protection New Mexico https://apnm.org/ The University of Minnesota https://twin-cities.umn.edu/…
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NPFX: The Nonprofit Fundraising Exchange

1 The Future of Museums: A Crisis of Relevance (with nico wheadon and Melissa Cowley Wolf) 40:26
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As a sector, museums have been slow to engage underserved audiences and adapt to the evolving needs of the communities they serve, leading to a crisis of relevance for many organizations. In today's podcast episode, our panel discusses how cultural institutions can redefine themselves to stay relevant and better fulfill their duty to the public good. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Museum Metamorphosis: Cultivating Change Through Cultural Citizenship https://rowman.com/ISBN/9781538130421/Museum-Metamorphosis-Cultivating-Change-Through-Cultural-Citizenship [NPFX] Next Gen Donors and the Arts https://www.ipmadvancement.com/blog/next-gen-donors-and-the-arts nico wheadon is an independent arts consultant, curator, educator, and writer based in New Haven, CT. She is also founder and principal of bldg fund, LLC; a visiting critic at the Yale School of Art; and a board member at The National Academy of Design, and the Arts Council of Greater New Haven. As a consultant, nico delivers cultural strategy to artist-entrepreneurs, cultural institutions, government agencies, and philanthropic foundations—her approach is informed by her unique perspective as a practitioner working across sectors. She is the author of Museum Metamorphosis: Cultivating Change Through Cultural Citizenship. nico holds an MA in Creative & Cultural Entrepreneurship from Goldsmiths, University of London (2011), and a BA in Art-Semiotics from Brown University (2006). https://www.nicowheadon.com/ https://bldg.fund/ Melissa Cowley Wolf has 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm MCW Projects LLC in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the Arts Funders Forum (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. https://www.mcw-projects.com/ https://www.artsfundersforum.com/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Nonprofits Mentioned in the Episode: The Studio Museum in Harlem https://studiomuseum.org/…
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NPFX: The Nonprofit Fundraising Exchange

1 GivingTuesday Turns 10 — Is It Still Worth the Effort? (with Sadé Dozan and Sarah Murry) 40:17
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November 2022 marks the 10th anniversary of GivingTuesday. Since its inception, this annual giving holiday has grown into a global movement that raises billions of dollars each year. Yet some nonprofits are questioning if their results truly justify all the additional work and stress for fundraisers. In this episode, guests from both sides of the nonprofit fundraising spectrum share their favorite GivingTuesday strategies to help you make your GivingTuesday fundraising campaign worth the effort. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Giving Tuesday during the COVID-19 Pandemic https://www.ipmadvancement.com/blog/giving-tuesday-during-the-covid-19-pandemic Giving Tuesday 2019 Results and What Your Nonprofit Should Take Away https://www.ipmadvancement.com/blog/giving-tuesday-2019-results-and-what-your-nonprofit-should-take-away Best Practices for a Successful #GivingTuesday Campaign https://www.ipmadvancement.com/blog/best-practices-for-a-successful-givingtuesday-campaign Sadé Dozan is the Chief of Operations and Development at Caring Across Generations , a national campaign of family caregivers, care workers, people with disabilities, and aging adults working to transform care. Through her decade-long career in organization resource-building and nonprofit development, she has worked to secure funds for inter-generational campaigns, health and community initiatives, as well as economic development pipelines. She brings with her a wealth of project management experience, institutional and donor relations, and fundraising systems development. https://caringacross.org/ Sarah Murry is the Digital Fundraising Manager for Shriners Hospitals for Children , a century-old organization that provides advanced care for children with orthopaedic conditions, burns, spinal cord injuries, and cleft lip and palate, regardless of the families' ability to pay. With more than 16 years of fundraising experience, Sarah has worked for organizations such as Autism Speaks, American Cancer Society, and BayCare Health System. She has a Masters of Nonprofit Management from the University of Central Florida, a certificate in Digital Marketing from the University of South Florida, and has spoken on digital fundraising trends at various conferences. https://lovetotherescue.org/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 Diversity on Your Board Matters to Your Nonprofit's Mission (with Andrea Collier and Josephine Ramirez) 40:29
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The lack of diversity on a nonprofit board is more than a perceptual problem. It impacts the nonprofit's ability to serve its community and fulfill its mission. In today's episode, we discuss what diversity on a nonprofit board means to the organization, mistakes nonprofits make when selecting diverse candidates, and how to bring new members into the mix to make your board stronger and more effective. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources If Your Board Looked Like Your Community by Josephine Ramirez https://medium.com/new-faces-new-spaces/if-your-board-looked-like-your-community-203c878bb0a0 Building a More Diverse Board with Intention by Andrea King Collier https://blueavocado.org/board-of-directors/building-a-more-diverse-board-with-intention/ Andrea King Collier works with foundations and nonprofits on a host of issues including Diversity, Equity, and Inclusion to help them frame and communicate their work. She has also served on several local, state, and national boards over the past 20 years. https://www.linkedin.com/in/andreacollier/ andycollier11@gmail.com Josephine Ramirez is Executive Vice President at The Music Center /The Performing Arts Center of Los Angeles County with extensive experience in programming, management, and grantmaking. Previously she was the Arts Program Director at the James Irvine Foundation, where she launched a new strategic direction supporting grantees’ organizational transformation through a focus on relevance, diversity, and sustainability. She has held philanthropic and research roles at The Getty in Los Angeles, and served multiple terms as a Los Angeles City Cultural Affairs Commissioner and as a founding Commissioner of the El Pueblo Historic District. https://www.linkedin.com/in/josephineramirez/ https://www.musiccenter.org/ jramirez@MusicCenter.org Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 Special Report: The State of LGBTQ Nonprofits - Analysis & Advice 25:22
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In the past, researchers have studied much about the people who comprise the LGBTQ community, but little about the nonprofits that serve them. In today's episode, we bring you a discussion of IPM's new report on the current state of LGBTQ nonprofits in the US. We cover how organizations are working on LGBTQ/equality issues nationwide, ways for these organizations to make a greater impact, where to look for opportunities to increase philanthropic giving, and more. Download the free report, "LGBTQ+ Nonprofit Organizations in the United States: Growth, Trends, Concerns, and the Outlook for Philanthropic Giving": http://report.ipmadvancement.com Free 30-minute consultation for NPFX listeners: http://free.ipmadvancement.com Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Can Nonprofits Lobby? How LGBTQ and Other Organizations Can Influence Lawmakers https://www.ipmadvancement.com/blog/can-nonprofits-lobby-how-lgbtq-and-other-organizations-can-influence-lawmakers [NPFX] Nonprofit Advocacy Basics https://www.ipmadvancement.com/blog/nonprofit-advocacy-basics Prospecting on a Budget? Use Nonprofit Advocacy to Build Your List https://www.ipmadvancement.com/blog/prospecting-on-a-budget-use-nonprofit-advocacy-to-build-your-list Advocacy vs. Lobbying https://www.councilofnonprofits.org/advocacy-vs-lobbying Jack Padovano serves as lead consultant for IPM Advancement, working with nonprofit clients to create strategic, multi-channel donor and member engagement plans. As a direct response professional with more than 30 years of experience in leadership and management positions, Jack has conceptualized and executed mail, phone and web programs for nonprofit organizations, national political candidates, and advocacy campaigns. Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 Can Nonprofits Lobby? How LGBTQ and Other Organizations Can Influence Lawmakers (with Pat Libby) 43:12
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Many nonprofits are convinced they can't lobby or the risks of lobbying are too great — they fear alienating donors or losing their tax status. In today's podcast episode, lobbying expert Pat Libby and IPM consultant Colton Strawser join hosts Rich and Russ to discuss why nonprofits should consider lobbying, and how to do it effectively to advance your mission and improve the lives of your nonprofit's constituents. We also discuss opportunities for LGBTQ+ organizations to influence lawmakers and counter recent legal attacks on diversity, equity, and inclusion. Download the free report, "LGBTQ+ Nonprofit Organizations in the United States: Growth, Trends, Concerns, and the Outlook for Philanthropic Giving": http://report.ipmadvancement.com Free 30-minute consultation for NPFX listeners: http://free.ipmadvancement.com Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources The Empowered Citizens Guide: 10 Steps to Passing a Law that Matters to You by Pat Libby https://www.patlibby.com/ "Lobbying Is Not a 4-Letter Word" by Pat Libby https://www.youtube.com/watch?v=1gyfyb9INMk [NPFX] Nonprofit Advocacy Basics https://www.ipmadvancement.com/blog/nonprofit-advocacy-basics The Secret to Nonprofit Advocacy Success: Keeping Grassroots Supporters Engaged https://www.ipmadvancement.com/blog/the-secret-to-nonprofit-advocacy-success-keeping-grassroots-supporters-engaged Advocacy vs. Lobbying https://www.councilofnonprofits.org/advocacy-vs-lobbying What Is Lobbying Under the 501(h) Election? https://bolderadvocacy.org/resource/what-is-lobbying/ Taking the 501(h) election https://www.councilofnonprofits.org/taking-the-501h-election Alliance for Justice Bolder Advocacy Resource Library https://bolderadvocacy.org/resource-library/ Pat Libby is one of the nation’s leading experts on citizen lobbying campaigns, born from her experience leading legislative lobbying campaigns as a nonprofit CEO. She is author of The Empowered Citizens Guide: 10 Steps to Passing a Law that Matters to You, a “how-to” guide for citizens who are seeking a simple blueprint for creating change through the legislative process. Her model has been used by many advocates with little to no previous advocacy experience to successfully pass state and local laws across the country. For 14 years until July 2015, Pat served the University of San Diego as the founding director of its Nonprofit Institute, creating nonprofit-focused graduate programs, a research center and community education programs serving hundreds of people and organizations each year. https://www.patlibby.com/ Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 Capital Campaigns: Moving Your Nonprofit to the Next Level 36:01
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After two years of putting projects on hold, many nonprofits have decided it's time to move forward with capital campaigns again. In today's episode, we discuss best practices to engage donors, how to make sure you're ready to launch your capital campaign, mistakes you want to avoid, and how campaigns might look different in 2022. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Nonprofit Feasibility Studies https://www.ipmadvancement.com/blog/nonprofit-feasibility-studies [NPFX] Capital Campaigns during COVID-19: Pivot and Adapt https://www.ipmadvancement.com/blog/capital-campaigns-during-covid-19-pivot-and-adapt Jarrett Ransom , aka the Nonprofit Nerd, has worked exclusively with nonprofit organizations for nearly 20 years. Over her career, Jarrett has served on multiple capital campaign teams totaling more than $86 million. Jarrett serves as the co-host of the American Nonprofit Academy’s weekly "The Nonprofit Show," which features nonprofit thought leaders and topics. Alan Knobloch has held positions in the nonprofit sector at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. In addition to being a Certified Fund Raising Executive from the Association of Fund Raising Professionals, he has earned a diploma from the National Planned Giving Institute from the College of William and Mary. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 Why Monthly Giving Matters for Every Nonprofit Organization (with Melissa Rutan and Kathryn Baccash) 45:20
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Sustaining donors are important to every nonprofit. Their recurring donations help provide financial stability and fund ongoing programs and services. For donors, monthly giving offers convenience and the satisfaction of knowing they’re supporting their favorite nonprofits all year long. In today’s podcast episode, we talk with the American Red Cross and To Write Love on Her Arms, organizations on both sides of the nonprofit budget spectrum, to illustrate how monthly giving can work for nonprofits of any size or budget. We recommend visiting the monthly giving pages of both nonprofits featured in this episode. They serve as great examples of how to make the case for monthly giving: Red Cross Champions https://www.redcross.org/donations/ways-to-donate/monthly-giving.html TWLOHA Blue https://give.twloha.com/campaign/twloha-blue/c128961 Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Kathryn Baccash is the Director of Supporter Marketing + Development at To Write Love on Her Arms . She oversees how TWLOHA’s supporters connect with their mission through their store, annual campaigns, and year-round giving. She helps tell the stories of both the organization and those who support it as they work together to create space for honest conversations about mental health. https://twloha.com/ Melissa Rutan is the Senior Associate Consumer Marketing and Fundraising at American Red Cross . She's passionate about connecting people to causes and empowering them to be agents of change. Over the last 10 years, Melissa has strived to create ways financial donors can meaningfully support nonprofits through integrated back-end processes and special events. Melissa joined the American Red Cross in 2017 and is currently focused on driving monthly donor strategy, building upon one of the most valuable donor segments. https://www.redcross.org/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 The Future of Storytelling for Nonprofit Donor Engagement 45:02
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Donor engagement -- especially with younger donors -- is getting harder as modern donor audiences demand more from the nonprofits they support. In today's episode, Josh Gryniewicz, IPM's narrative strategist, explains how this shift in donor expectations evolved and why nonprofits must change the way they use storytelling to make donors feel like active participants in their mission and cause. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Josh Gryniewicz has spent his career in nonprofit, initially as a crisis counselor and later in external relations. For over a decade, he has worked in public interest communication. As a creative, Josh has applied his craft to writing, spoken word, filmmaking, comic books, and other media. His nonfiction has been published in PopMatters, The Guardian, Huffington Post, and Medium. https://www.linkedin.com/in/jgryniewicz/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 The Nonprofit Founder's Lifecycle: From Startup to Stepping Aside (with Stephanie Small and Patrick McWhortor) 46:44
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Nonprofit founders are the heroes of the nonprofit world. Yet some fail to recognize when it’s time to step aside. In today's podcast episode, our panel takes a look at the lifecycle of the nonprofit founder, how founders and their boards can best avoid "founder's syndrome," and what it takes to prepare and execute a successful leadership succession plan. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Building Leaderful Organizations: Succession Planning for Nonprofits https://www.aecf.org/resources/building-leaderful-organizations Susan Kenny Stevens, Nonprofit Lifecycles Institute https://nonprofitlifecycles.com/founder/ Stephanie Small specializes in building the organizational capacity of mission-driven organizations in a “meet them where they are” lifecycles framework that ensures her services are tailored specifically to organizational needs. Having served as the founding executive director of Free Arts of Arizona for over 14 years, she recognizes the opportunities and challenges that face organizational leaders. BoardSource certified, Stephanie is authorized and qualified to utilize all BoardSource curricula, conduct the board self-assessment process, and provide consulting in all areas of governance. https://synergypartnersconsulting.com/ https://www.linkedin.com/in/stephanie-small-a453594/ Patrick McWhortor is CEO of Arizona Citizens for the Arts , an advocacy organization dedicated to advancing arts and culture in Arizona and supporting public investment in the arts. He has been involved in nonprofits and public affairs in Arizona for nearly four decades, including ten years as founding President and CEO of the Alliance of Arizona Nonprofits. As a consultant, Patrick provides leadership, strategy, and team building services for his clients. He also serves nonprofit organizations of all sizes in the role of a professional interim executive. In addition, Patrick teaches philanthropy, nonprofit, public policy, and political science courses at Arizona State University. https://azcitizensforthearts.org/ https://www.linkedin.com/in/mcwhortor/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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NPFX: The Nonprofit Fundraising Exchange

1 Announcing the NPFX Listener Poll: Tell Us What You Want to Hear Next 1:01
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Hello NPFX listener! We want to hear from you! What topics would you like us to discuss next on the podcast? Please take just a few seconds to complete our short, anonymous, one-question poll: https://www.ipmadvancement.com/poll Thank you for listening and helping make the NPFX podcast a success. We look forward to hearing your suggestions! Additional IPM Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources…
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NPFX: The Nonprofit Fundraising Exchange

1 Planned Giving: The What, Why & How of Legacy Fundraising (with Matt Hugg and Jeannette Edwards) 37:50
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Planned giving is a vital part of many nonprofits' fundraising programs, yet some fundraisers or nonprofit leaders are slow to solicit planned gifts. Fear of complicated gifts or uncomfortable conversations with donors can push planned giving to the back burner. In today's podcast episode, our panel explores why planned gifts are so important to nonprofits of every size, common mistakes fundraisers make with planned giving, and how to create a successful planned giving program that can help secure your nonprofit's future. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com . Additional IPM Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX Ep. 24] Donor-Advised Funds: Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/blog/donor-advised-funds-making-dafs-work-for-your-nonprofit Succeed with Donor-Advised Funds: 7 Creative Strategies https://www.ipmadvancement.com/blog/succeed-with-donor-advised-funds-7-creative-strategies Matt Hugg is president and founder of Nonprofit.Courses , an on-demand, e-learning resource with thousands of courses specifically for nonprofit leaders, staff, board members and volunteers. He’s the author of the Guide to Nonprofit Consulting, and teaches nonprofit management at several universities, via the web, and in-person in the United States, Africa, Asia and Europe. Matt’s past work includes fundraising for the University of the Arts, Ursinus College, University of Cincinnati and the Boy Scouts of America. He has a BS from Juniata College and an MA in Philanthropy and Development from St. Mary’s University of Minnesota. https://www.nonprofit.courses/ https://www.linkedin.com/in/matthugg/ Jeannette Edwards is Senior Planned Giving Officer for Good Shepherd Rehabilitation Network , a post-acute healthcare organization in Allentown, Pennsylvania, where she manages all aspects of the planned giving program. Jeannette is a member of the National Association of Charitable Gift Planners, Association of Fundraising Professionals, and a board member of the Estate Planning Council of the Lehigh Valley. https://www.GoodShepherdRehab.org/PlannedGiving https://www.linkedin.com/in/jeannette-edwards-ab1b9512/ Alan Knobloch has held positions in the nonprofit sector at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. In addition to being a Certified Fund Raising Executive from the Association of Fund Raising Professionals, he has earned a diploma from the National Planned Giving Institute from the College of William and Mary. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.…
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