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First Day Podcast
The Fund Raising School
397 episodes
2 days ago
In this data-rich, globally-minded episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by researchers Dana Doan, PhD and Afshan Paarlberg, JD to explore the newly released Global Philanthropy Environment Index (GPEI). With contributions from over 170 experts across 95 countries, the GPEI paints a detailed picture of the philanthropic landscape in 15 regions worldwide. Whether you're fundraising in Frankfurt or building a donor base in Barbados, the GPEI offers insight into how policies, tax incentives, socio-cultural dynamics, and cross-border regulations impact your ability to raise funds, and why local context is everything. The GPEI isn’t just a static report, it’s a dynamic toolkit. Dana and Afshan emphasize that the Index is designed to support both policy and practice. It measures six key factors, including the ease of operating a nonprofit, tax incentives for donors, cross-border flows of philanthropy, and the socio-political environment. Want to know what makes it hard to fundraise in one country and easier in another? The GPEI breaks it down, region by region, and even offers expert recommendations for improvement. As Dana puts it, it’s not just about understanding your own environment, it’s about being inspired by what’s working elsewhere. Globally, the report reveals two major trends. First, the good news: cultural and social support for giving remains strong across nearly every region. Generosity is alive and well. The not-so-good news? Cross-border philanthropic flows are tightening, in part due to anti-money laundering regulations and concerns about foreign influence. Meanwhile, tax incentive structures vary wildly, even among neighboring countries, leading to uneven conditions for charitable giving. The report also dives into lasting post-COVID trends and rising priorities like climate philanthropy, offering a timely lens into what’s next for fundraisers and policymakers alike. And it’s not just theory, it’s practice. From new platforms in Africa and Asia to transnational giving initiatives in Europe, the GPEI is already shaping action on the ground. Fundraisers across the globe are using it to make the case for improved infrastructure, smarter regulations, and stronger domestic giving. As Afshan shares, the Index is built on local expertise to ensure every score has context and credibility. Whether you're navigating political shifts or trying to unlock new donor channels, this episode delivers the tools, and the global perspective, to help philanthropy thrive wherever you call home.
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In this data-rich, globally-minded episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by researchers Dana Doan, PhD and Afshan Paarlberg, JD to explore the newly released Global Philanthropy Environment Index (GPEI). With contributions from over 170 experts across 95 countries, the GPEI paints a detailed picture of the philanthropic landscape in 15 regions worldwide. Whether you're fundraising in Frankfurt or building a donor base in Barbados, the GPEI offers insight into how policies, tax incentives, socio-cultural dynamics, and cross-border regulations impact your ability to raise funds, and why local context is everything. The GPEI isn’t just a static report, it’s a dynamic toolkit. Dana and Afshan emphasize that the Index is designed to support both policy and practice. It measures six key factors, including the ease of operating a nonprofit, tax incentives for donors, cross-border flows of philanthropy, and the socio-political environment. Want to know what makes it hard to fundraise in one country and easier in another? The GPEI breaks it down, region by region, and even offers expert recommendations for improvement. As Dana puts it, it’s not just about understanding your own environment, it’s about being inspired by what’s working elsewhere. Globally, the report reveals two major trends. First, the good news: cultural and social support for giving remains strong across nearly every region. Generosity is alive and well. The not-so-good news? Cross-border philanthropic flows are tightening, in part due to anti-money laundering regulations and concerns about foreign influence. Meanwhile, tax incentive structures vary wildly, even among neighboring countries, leading to uneven conditions for charitable giving. The report also dives into lasting post-COVID trends and rising priorities like climate philanthropy, offering a timely lens into what’s next for fundraisers and policymakers alike. And it’s not just theory, it’s practice. From new platforms in Africa and Asia to transnational giving initiatives in Europe, the GPEI is already shaping action on the ground. Fundraisers across the globe are using it to make the case for improved infrastructure, smarter regulations, and stronger domestic giving. As Afshan shares, the Index is built on local expertise to ensure every score has context and credibility. Whether you're navigating political shifts or trying to unlock new donor channels, this episode delivers the tools, and the global perspective, to help philanthropy thrive wherever you call home.
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Education
Episodes (20/397)
First Day Podcast
Global Philanthropy Environment Index
In this data-rich, globally-minded episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by researchers Dana Doan, PhD and Afshan Paarlberg, JD to explore the newly released Global Philanthropy Environment Index (GPEI). With contributions from over 170 experts across 95 countries, the GPEI paints a detailed picture of the philanthropic landscape in 15 regions worldwide. Whether you're fundraising in Frankfurt or building a donor base in Barbados, the GPEI offers insight into how policies, tax incentives, socio-cultural dynamics, and cross-border regulations impact your ability to raise funds, and why local context is everything. The GPEI isn’t just a static report, it’s a dynamic toolkit. Dana and Afshan emphasize that the Index is designed to support both policy and practice. It measures six key factors, including the ease of operating a nonprofit, tax incentives for donors, cross-border flows of philanthropy, and the socio-political environment. Want to know what makes it hard to fundraise in one country and easier in another? The GPEI breaks it down, region by region, and even offers expert recommendations for improvement. As Dana puts it, it’s not just about understanding your own environment, it’s about being inspired by what’s working elsewhere. Globally, the report reveals two major trends. First, the good news: cultural and social support for giving remains strong across nearly every region. Generosity is alive and well. The not-so-good news? Cross-border philanthropic flows are tightening, in part due to anti-money laundering regulations and concerns about foreign influence. Meanwhile, tax incentive structures vary wildly, even among neighboring countries, leading to uneven conditions for charitable giving. The report also dives into lasting post-COVID trends and rising priorities like climate philanthropy, offering a timely lens into what’s next for fundraisers and policymakers alike. And it’s not just theory, it’s practice. From new platforms in Africa and Asia to transnational giving initiatives in Europe, the GPEI is already shaping action on the ground. Fundraisers across the globe are using it to make the case for improved infrastructure, smarter regulations, and stronger domestic giving. As Afshan shares, the Index is built on local expertise to ensure every score has context and credibility. Whether you're navigating political shifts or trying to unlock new donor channels, this episode delivers the tools, and the global perspective, to help philanthropy thrive wherever you call home.
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2 days ago
20 minutes 1 second

First Day Podcast
Building a Reserve Fund
In this research-powered, globe-spanning episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. welcomes Craig Furneaux, PhD to unpack the how, why, and how-much of building a reserve fund for nonprofit organizations. With his classic Aussie warmth and academic rigor, Craig takes us behind the scenes of nonprofit finance in Australia, where the accounting system doesn’t distinguish between sectors and the idea of building a reserve fund gets complicated fast. It’s not just about stacking cash, too much in the bank can actually hurt your fundraising case. And if you’re not careful, you could end up with the regulatory equivalent of a boomerang to the head. Dr. Furneaux and his co-author Dr. Renee Irwin went full Sherlock Holmes on this topic, digging into five years of nonprofit income data across multiple sectors and sizes. The result? A treasure trove of insights and a fresh take on the old “three-month rule” for reserves. Spoiler alert: three months might work for medium-sized organizations, but smaller ones? You’re gonna need more, closer to six months, to weather the storm. Large organizations can squeak by with less, thanks to their flexibility and larger safety nets. The key word here? Resiliency. Whether it’s currency drops, funding cuts, or another round of HR legislation chaos, reserve funds are the emergency kit every nonprofit needs before the next metaphorical (or literal) hurricane hits. But it’s not just about the math, it’s about the message. Communicating the need for reserves to donors requires storytelling finesse. Craig suggests analogies that hit home, like prepping for a natural disaster. "We’re not hoarding, we’re being prudent stewards," he explains. The goal? Helping donors understand that a healthy reserve isn’t a luxury, it’s a lifeline. That means it’s up to you, fundraiser friend, to show them why some unspent dollars today could be the reason your doors stay open tomorrow. So how much is just right? There’s no one-size-fits-all answer, but this episode gives you the tools, and the evidence, to figure it out. Whether you're running a tiny arts nonprofit or a sprawling health system, the research can help you build a solid case for reserves. Start small, aim high, and remember: it's not about fear, it's about foresight. As always, The Fund Raising School is here to equip you with knowledge, strategy, and just the right amount of inspiration (and maybe a little financial jargon translated into plain English). Because resilience isn’t just a buzzword, it’s your mission’s best friend in a crisis.
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1 week ago
19 minutes 57 seconds

First Day Podcast
Women Donors in Seasons of Uncertainty
In this insightful and timely episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Jacqueline Ackerman, Interim Director of the Women’s Philanthropy Institute (WPI), to explore how women navigate charitable giving during times of economic and societal uncertainty. From pandemics to recessions, Jacqueline dives into the resilient giving habits of women donors, and spoiler alert, they don’t just keep giving, they double down when the going gets tough. Based on findings from WPI’s “Women Give 2024” study, Jacqueline highlights how women’s generosity remained remarkably steady across two decades, even as crises came and went. Jacqueline serves up a generous helping of data with a side of real-world implications: women are more likely to give, give more, and spread that generosity across causes; even if it means getting less recognition. But COVID-19, aka “the she-cession,” threw a curveball. While many women were forced to pause their giving due to caregiving and job losses, those who stayed in the donor pool gave more, a testament to their commitment and empathy. And as we emerge into the “new normal,” WPI expects women’s philanthropy to rebound in full force, fueled by loyalty, community care, and an eye on the impact, not the tax deduction. And speaking of taxes, don’t expect them to be a huge motivator here. While male donors may be charmed by a universal charitable deduction, women are looking at who benefits from their gift. Jacqueline reminds fundraisers: if you want to speak to women donors, tell stories about the people they’re helping, not just the perks they're getting. It’s not about the name on the wall, it’s about the family at the food bank. Women give from the heart, not the ledger. And when they care about your mission? They’re not just writing checks, they’re joining boards, bringing their friends, and becoming powerful long-term allies. The episode closes with an important reminder: women give relationally, not transactionally. Whether it's through giving circles, peer-to-peer appeals, or disaster response efforts, women rally around each other and their communities. But as much as the data can guide fundraising strategy, Jacqueline leaves us with a crucial caveat, don’t mistake trends for rules. Every donor is an individual with their own motivations. The research offers a strong starting point, but the magic still happens in the one-on-one conversation.
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2 weeks ago
20 minutes 21 seconds

First Day Podcast
Next Gen Donors the Inside Story
In this lively and eye-opening episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., is joined by Rachel Gerrol, founder and CEO of NEXUS Global, and her COO Liza Heavener, to pull back the curtain on the philanthropic habits of Gen Z and millennials. NEXUS Global isn’t just another networking group, it’s a global movement with 6,000 members across 70 countries representing $650 billion in family wealth. What started in a modest UN conference room has become a peer-led, agenda-free space where the next generation of high-impact givers connect, collaborate, and catalyze change. As Rachel puts it, they didn’t plan a movement, but “accidentally birthed” one. Bill dives into the critical takeaway: fundraisers can't afford to keep thinking of millennials as college kids in shared apartments. They're homeowners, parents, and yes, major donors. But here’s the kicker, these next gen donors don’t wait for titles or trust funds to make a difference. Their influence in family philanthropy is real and potent. One heartfelt suggestion from a grandkid can steer six-figure giving. Rachel and Liza emphasize that ignoring these influencers just because their name isn’t on the board is like leaving money, and meaningful connection, on the table. But don’t come at them with your checkbook hand outstretched. Liza and Rachel stress that authenticity and values-alignment are the name of the game. These donors crave genuine relationships, not transactional asks. They want to do philanthropy, rolling up their sleeves at volunteer events, engaging in learning journeys, and sitting at intimate salon dinners, not black-tie galas. And please, ditch the glossy mailers, they’ll hold up that $10 invitation and wonder why you're wasting donor dollars. The advice is golden: ask for advice, and you might get a gift. Ask for a gift right away? You might never hear from them again. The episode wraps with a call to action: nonprofits must evolve not just in how they ask, but in how they operate. Today’s donors look at everything through a values lens, from where you host your gala to how you bottle your water. And forget traditional silos, Gen Z and millennials blur the lines between philanthropy, investing, and entrepreneurship. They’re collaborative, global, and impatient. They want results, impact, and purpose, not pomp and circumstance. So fundraisers, ready or not, the future is here... and it’s bringing a values-based, story-driven, influence-wielding donor with it.
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3 weeks ago
16 minutes 58 seconds

First Day Podcast
Social Media Fundraising: Messaging Matters
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., welcomes Abashek Bhati, Ph.D., Associate Professor at Bowling Green State University, to dive deep into the ever-buzzing world of social media fundraising. Spoiler alert, it’s not just about asking for money. Drawing on fresh research, Dr. Bhati reveals that nonprofits who blend a variety of six message types (instead of hammering the “donate now” button nonstop) can boost their fundraising results by a whopping 96%. That’s nearly doubling your impact just by mixing up your posts. So, what are these six magical message types? Beneficiary stories, mission-focused content, engagement asks, expressions of gratitude, goal attainment updates, and fundraising ask. While asking remains the most frequent (and necessary) message, Dr. Bhati’s research shows that over-reliance on it can lead to donor fatigue faster than you can say “algorithm change.” It turns out donors want to feel part of a story, not just a transaction. The conversation gets even juicier when Bill and Dr. Bhati dig into the science behind why these message types matter. Want more donations? Try publicly thanking donors (which can lift giving by 59%). Need to hit that campaign goal? Posts showing you’re just $50 short create FOMO that can spike donations by 79%. It’s all about creating that “whirlpool effect” of engagement, where your message spreads further and deeper. They wrap with practical tips for fundraisers of all organizational sizes. Don’t have a massive marketing team? No problem. Start by planning posts ahead, use scheduling tools, and lean on your board, volunteers, and existing supporters to build your social media presence. Because as Dr. Bhati reminds us, social media fundraising isn’t a magic bullet, it’s a strategic dance. And when you choreograph your messages well, donors don’t just listen, they leap in.
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1 month ago
19 minutes 16 seconds

First Day Podcast
Missing Our Mid-Level Donors
In this data-packed and donor-loving episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., welcomes Mark Rovner, JD, Founder of Sea Change Strategies to uncover the goldmine hidden in plain sight: mid-level donors. Nope, not the cast of that sitcom based in Indiana, but the generous souls giving between $1,000 and $10,000 annually who somehow manage to be both incredibly loyal and woefully neglected. Mark unpacks 12 years of research, including the most recent Missing Middle study, revealing that while mid-level donors represent just 1% of a typical donor file, they generate a whopping 30% of fundraising revenue. So who are these mysterious middle givers? Demographically, they’re mostly women, average age 68, overwhelmingly white, and boast net worths north of $1 million. They’re twice as likely as average Americans to volunteer, often have multi-decade giving histories, and more than half plan to leave bequests. But here’s the kicker: most nonprofits still don’t have a formal strategy, or even one staff person, dedicated to nurturing these donors. "There’s no playbook," Mark laments, "and that’s the problem." Rovner and his team have cracked the mid-level code with a psychographic playbook that splits these donors into three distinct segments: “All Business” (set-it-and-forget-it types), “Hands-On” (already engaged to the hilt), and the coveted “Engagement Seekers” (the folks who actually want more from you, and might even increase their giving if you ask nicely). The trick? Behavioral cues like email open rates, event RSVPs, and a good old-fashioned survey. Bill and Mark wrap things up with a call to action that’s part love letter, part strategic roadmap: take stock of your donor pyramid, segment thoughtfully, and assign someone to mid-level stewardship. Because when nurtured properly, these donors don’t just stick around, they step up, give more, and even leave a legacy. As Mark puts it, “Stewardship at scale” is the way forward. If you’re ready to stop missing the middle, the full report is available for free at Sea Change Strategies. And remember, if you're still chasing only major gifts or blasting your annual fund, you're leaving real money, and meaningful relationships, on the table.
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1 month ago
20 minutes

First Day Podcast
Overcoming Burnout
In this soul-soothing episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with fundraising coach, burnout buster, and author of What the Fundraising, Mallory Erickson. A former “accidental fundraiser” turned executive coach, Mallory brings a compassionate yet data-backed perspective on one of the sector’s stickiest problems: burnout. Spoiler alert, turns out it’s not just about working too many hours. From pandemic pivots to deep dives on limiting beliefs, Mallory invites fundraisers to rethink the way they show up; for their donors, for their missions, and most importantly, for themselves. Mallory kicks off with a candid look at her own crash-and-burn moment in the fundraising trenches, which sparked a journey through coaching, behavior design, and neuroscience. The aha moment? Our nervous systems weren’t built for constant rejection, scarcity thinking, and “spray and pray” donor outreach. From internalized shame about asking for money to the “double the goal, same resources” treadmill, she lays out the five hidden drivers of burnout: rejection, uncertainty, and power dynamics all made the cut. “You can’t mindset your way out of a toxic culture,” she says, “but you can start with alignment.” The conversation digs into Mallory’s signature approach, alignment-first fundraising. This isn’t your run-of-the-mill “manifest a million-dollar donor” advice. It’s neuroscience, baby. Mallory helps fundraisers identify the disconnect between how they feel and what they do, using frameworks that put self-awareness at the center of strategy. Through tools like asset mapping, funder lenses, and yes, actually asking if a donor is the right fit, fundraisers learn to lead with curiosity and trust, not desperation. “Alignment isn’t just a tactic,” she explains, “it’s the foundation for genuine connection.” Bill and Mallory also explore how fundraisers can lead up, even in environments thick with scarcity mindset and outdated metrics. From convincing skeptical bosses to try a new approach (“just give me two months!”) to shifting culture one pilot project at a time, Mallory’s coaching is both practical and powerful. And for those who feel stuck between mission and meltdown, she offers a gentle but firm reminder: transformational fundraising is possible, but only if we transform ourselves first.
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1 month ago
20 minutes 32 seconds

First Day Podcast
Bridging the Gap in Rural Philanthropy
In this wide-ranging episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with rural fundraising champion Julie Bianchi, CFRE, Campaign Practice Director at Cloudbreak Collective. With deep roots in small towns and a career spanning both urban and rural philanthropy, Julie brings a fresh and honest perspective on what it really takes to fundraise where the tractors outnumber the Teslas. From the quiet generosity of anonymous donors to the untapped power of community-led campaigns, Julie makes one thing clear: rural fundraising isn’t underdeveloped, it’s under-celebrated. Julie kicks things off by breaking down the “rural funding divide,” pointing out that while 20% of Americans live in rural areas, only 8% of philanthropic dollars go there. But she doesn’t dwell in scarcity, she flips the narrative. In towns where resources are limited, collaboration is a way of life. From barn-raising mentalities to in-kind giving and deep volunteerism, rural communities are masters of making something from nothing. “We ask, who’s the spark plug?” Julie says. “Who’s the local champion who can rally the neighborhood and light the fire?” The conversation dives into the nuances of recognition in small communities, where humility often trumps headlines. Julie shares how major donors frequently choose to remain anonymous, not because they don’t care, but because they do. In tight-knit towns, you’re just as likely to bump into a million-dollar donor at the grocery store as you are to share a church pew with them on Sunday. Public recognition, she explains, can feel more like a spotlight than a thank-you, so fundraisers are rethinking how to honor gifts with sensitivity and meaning. Bill and Julie also explore how digital tools and peer-to-peer fundraising are helping rural nonprofits reach supporters far beyond their borders. And for anyone wondering how to be a better ally to rural organizations, Julie’s advice is simple: show up year-round, not just during tourist season. Whether you’re a local leader or a vacation-home owner, sustainable support means investing in the long-term health of the community. Because at the end of the day, fundraising in small towns isn’t about scarcity, it’s about abundance, creativity, and people showing up for each other when it matters most.
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1 month ago
19 minutes 19 seconds

First Day Podcast
The Joy Delivery Business
In this heartwarming episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., welcomes certified fundraising dynamo Jennifer Oyer, CFRE, MA, Founder & Chief Joy Officer at Community Impact Advisors. Joy lives and breathes The Fund Raising School’s signature mantra: Fundraising is the gentle art of teaching the joy of giving. Broadcasting straight from her home base in Honolulu, Jennifer shares how that single sentence flipped the script on her entire career, and why she’s made it the bedrock of her consulting practice at Community Impact Advisors. Spoiler alert: this isn’t your average donor pitch session, we’re talking full-on joy engineering. Jennifer recounts her early days trying to connect with attorneys who treated meetings like billable hours: short, sharp, and transactional. But when she embraced the idea of inviting them to campus events as guest lecturers or moot court judges, something clicked. By showing, not telling, them the impact of their philanthropy, she turned six-minute chats into six-figure donations. “Fundraisers are creative and innovative,” she explains, “and a mission experience doesn’t have to break the bank, it just needs to be meaningful.” The episode dives into a real-world example from her time at the Salvation Army, when a lava disaster on Hawaii Island inspired her team to fly major donors to the site. The result? A powerful, immersive experience that led to transformational giving, and stories still being shared years later. For Jennifer, these aren’t just field trips, they're masterclasses in stewardship. As she puts it, the magic happens when you stop chasing revenue and start cultivating relationships that spark joy on both sides of the giving equation. Bill and Jennifer also touch on why this mindset is more vital than ever in today’s uncertain times. Whether it’s economic anxiety or post-pandemic fatigue, fundraisers must resist the urge to go silent. Jennifer’s advice? Never assume your donors are too busy, too broke, or too burdened to care. Instead, bring them into your mission with courage, clarity, and compassion. Because when you help donors align their passions with your purpose, you’re not just raising funds, you’re delivering joy.
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1 month ago
17 minutes 24 seconds

First Day Podcast
Increase Time for Fundraising with AI
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with veteran fundraiser and Scouting America CEO Andy Price, who is blazing a trail through the digital frontier with his trusty sidekick… an AI assistant named Cassie. Yes, Cassie. Named after a Netflix thriller, because why not? In this lively conversation, Bill and Andy explore how artificial intelligence is turbocharging everyday fundraising tasks, without replacing the humans who make it all meaningful. Andy walks us through his first encounter with AI as more than just a buzzword. It was January, he was in training, and boom; the floodgates opened. Since then, he and his team in Arizona have gone full warp speed. From daily donor emails to personalized thank-you notes that include fun tidbits like fishing and basketball references, Andy has trained ChatGPT (a.k.a. “Cassie”) to speak in his voice, remember his style, and save him time, lots of time. As Andy puts it, these are “30-second miracles” that used to take 15-20 minutes each. But it's not just about efficiency, it’s about clarity, tone, and confidence. Andy explains how AI helps him fine-tune language to better reflect his intent, turning “robot-speak” into warm, human communication. He even uses Cassie as a digital rehearsal partner before donor meetings, role-playing pitch sessions and receiving real-time feedback that makes him a better communicator. That’s right; AI as coach, not just copywriter. The result? More mental space, deeper donor relationships, and a staff that’s working smarter, not harder. Bill and Andy also tackle the elephant in the fundraising room: Is AI coming for your job? Not even close. Andy’s message is clear, AI isn’t replacing fundraisers; it’s empowering them. By automating routine tasks and standardizing messaging, staff can focus on what really matters: building genuine connections with donors. And with grant writing, branding, and even internal training getting the AI treatment, the possibilities are endless. So grab your digital notebook (or your favorite AI assistant) and tune in to find out how to work faster, write better, and fundraise smarter, with a little help from Cassie.
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2 months ago
18 minutes 19 seconds

First Day Podcast
Annual Fund Fundraising: What Works and Why
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. is joined once again by fundraising researcher and nonprofit rockstar Ruth Hansen, PhD, Associate Professor at the University of Wisconsin-Whitewater. Together, they dive into Ruth’s latest co-authored paper, “A Literature Review of Experimental Studies in Fundraising,” which combs through 187 academic studies to answer one burning question: what really works in annual fund fundraising? Spoiler alert, it’s not just your gut feeling. This episode is a masterclass in evidence-based philanthropy, breaking down complex research into practical nuggets fundraisers can use right now. Ruth and Bill unpack some truly mind-bending findings, like the fact that donors respond more to percentages than numbers. Five out of ten (50%) feels more impactful than eight out of twenty (40%), even though the latter helps more people. Why? Our brains love shortcuts, and percentages are easier to grasp. They also wade into the murky waters of negative imagery; yes, sad puppy photos do boost one-time gifts, but could turn off donors long-term. This leads to a golden takeaway; fundraisers must balance emotional impact with long-term relationship building. A little “warm glow” goes a long way in keeping donors connected and inspired. Speaking of warm glow, Ruth reminds us that smaller donors often give because it feels good, not just out of pure altruism, and that’s okay. In fact, appealing to that emotional satisfaction is a powerful way to start building those donor pipelines. The conversation also busts some long-standing myths around special events. Turns out, there’s science behind why folks give more when they’re surrounded by others: peer pressure, reputation, and that sweet social buzz all play a part. It’s not just networking; it’s neuroscience. From social proof in direct mail to gender-matched testimonials, Dr. Hansen and her research offer a toolkit of small tweaks that lead to big results. At the heart of it all? Donors want to know they’re making a difference; regardless of income, background, or cause. Ruth sums it up perfectly: fundraisers aren’t just talking to people with wallets; they’re talking to people with values. So if you’re looking to make your annual fund stronger, smarter, and more donor-friendly, this episode is your evidence-based jam.
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2 months ago
19 minutes 22 seconds

First Day Podcast
Planned Giving: Getting Started
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. welcomes Dr. Kraig Kinchen, Executive Director of 100 Black Men of Indianapolis, for a conversation on how this impactful nonprofit is embracing the power of planned giving. From a career in medicine and corporate America to nonprofit leadership, Dr. Kinchen shares his journey and explains how his organization, rooted in decades of youth mentorship and community empowerment, is now planting seeds for long-term sustainability. With signature programs like summer academies, leadership development, and financial literacy workshops, the 100 has a deep legacy, and now, they're working to ensure their impact extends well into the future through intentional planned giving strategies. Kinchen explains that a recent consultation with a fundraising agency opened the organization’s eyes to the untapped potential of legacy gifts. While annual giving is essential, he emphasizes that planned gifts; including bequests, IRA distributions, and insurance policies, offer a unique opportunity to deepen donor commitment and maximize tax-friendly contributions. Armed with data showing that 90% of donors who give $500 or more annually have not made a planned gift, Kinchen and his team recognized a golden opportunity: meet supporters where they are today, while helping them plan for how they can support tomorrow. As Kinchen outlines, one of the biggest hurdles is simply starting the conversation. Many donors assume planned giving is only for the wealthy, or they hesitate to address end-of-life planning. But with support from Endowment Development Services and resources like the Mays Family Institute on Diverse Philanthropy, the 100 is taking an education-first approach, building trust, especially within the Black community where wills and estate plans are less common due to systemic and cultural barriers. Planned giving isn’t just about paperwork; it’s about storytelling, relationship-building, and showing donors they can leave a legacy. Dr. Kinchen leaves listeners with practical advice: start small, tell your story, and lean on expert partners. Legacy gifts don’t have to be seven-figure estate transfers, sometimes they’re IRAs, insurance policies, or even a car. The point is to open the door to possibility. As he puts it, the motto of the organization, "What they see is what they'll be," applies to donors as much as to youth. When donors see peers giving in meaningful, lasting ways, they’re more likely to follow suit. It’s not just fundraising, it’s future-proofing.
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2 months ago
19 minutes 34 seconds

First Day Podcast
Collaboration, Innovation, and Fundraising
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with Muhsin Hassan, Managing Director at Lever for Change, to unpack the power, and practicality, of nonprofit collaboration. Drawing from his role advising the Community Collaboration Initiative led by the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy, Hassan explains why partnerships aren’t just nice-to-have, they’re mission multipliers. From maximizing impact during economic downturns to sparking innovation across issue areas, collaboration can create better ideas, stronger fundraising, and more efficient service delivery. Hassan shares how the initiative brought together 21 Muslim-led nonprofits from across the U.S., ranging from local to national reach, to explore shared solutions. The three-year effort wasn’t donor-driven from the top down, but intentionally designed to listen to community needs and prioritize equity among partners. Common threads emerged between seemingly different missions: healthcare access, education, civic engagement, and refugee support leading to big-picture strategies like “one-stop shop” service models for new Americans. And yes, there was a built-in incentive: each participating organization received a $250,000 grant to implement their collaborative plans. The conversation digs into what makes collaborations work: intentional design, time to build trust, and intermediaries who handle logistics so nonprofits can focus on the work. The CCI team acted as that connective tissue, setting agendas, facilitating conversations, and ensuring equity between grantees and donors. This created space for candid dialogue, something that doesn’t always happen in traditional philanthropy, and fostered genuine partnerships rather than compliance-driven alliances. Challenges? Of course. Some organizations realized the timing wasn’t right and bowed out gracefully, underscoring the need for flexibility and openness to think beyond one’s own program lane. Hassan closes with advice for any nonprofit, regardless of cause area or cultural context; there are always lessons to learn from others. Whether you share a target population or simply share the nonprofit experience, collaboration offers unexpected insights and fresh approaches. Skeptics often leave such partnerships with new allies, new knowledge, and stronger strategies. The key is creating opportunities for cross-sector dialogue, maintaining equity among all players, and giving collaborations the time, and resources, to thrive. The full white paper, Collaboration in the U.S. Muslim Nonprofit Sector: Lessons from the Community Collaboration Initiative, is available at the Lilly Family School of Philanthropy’s Muslim Philanthropy Initiative page.
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2 months ago
22 minutes 46 seconds

First Day Podcast
The Latest Trends in Digital Fundraising
In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes digital fundraising expert Michelle Boggs, MBA, CFRE, Executive Nonprofit Industry Adviser at Classy from GoFundMe, to explore the ever-shifting world of online giving. With 20 years of frontline fundraising experience and insider knowledge from one of the biggest names in crowdfunding, Michelle helps listeners understand how digital strategies are evolving, and what nonprofits must do to keep up. From peer-to-peer campaigns to influencer-driven generosity, today’s giving landscape looks more like TikTok than a gala dinner. Michelle breaks down the rising cost of donor acquisition and the fading returns of traditional outreach, urging fundraisers to embrace earned media and social trust. Owned channels like email lists and websites still matter, but it’s those earned interactions, influencers sharing your mission and online communities buzzing about your cause, that now pack the biggest punch. And no, you don’t need Beyoncé to back your annual fund. A board member, a volunteer, or a passionate donor can be just as effective if they’re well-positioned and engaged online. Trust, Michelle explains, is the beating heart of digital fundraising. GoFundMe’s Social State of Giving Report shows that over half of Gen Z trusts “impact creators” to guide their giving, individuals who use their networks to mobilize support. Sharing a campaign online isn’t just good vibes; it translates to real dollars. In fact, each share can yield an average of $100 more toward a fundraiser’s goal. It’s not just about who gives, it’s about who shares the giving opportunity and how easy you make that experience. Speaking of ease, Michelle stresses the importance of a frictionless donation process. If your donation page isn’t mobile-friendly or doesn’t accept multiple payment options like Venmo, PayPal, or digital wallets, you’re missing out. Today’s donors expect their giving experience to be as smooth as ordering their morning coffee. Bottom line: generosity isn’t fading, it’s changing. And nonprofits that adapt by embracing digital tools, online influencers, and trust-based engagement are the ones poised to thrive in this new philanthropic era.
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3 months ago
20 minutes 37 seconds

First Day Podcast
Don't Spare the Change (Management)
In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes fundraising trailblazer Ann Updegraff Spleth to discuss one of the most inevitable, and nerve-wracking, aspects of nonprofit life: change. With decades of experience and a suitcase full of real-world examples, Ann explores how effective change management can strengthen an organization’s stability and, in turn, its fundraising capacity. Whether it’s adapting to new technologies, shifting donor demographics, or restructuring outdated policies, one thing’s clear: resisting change is like trying to run a capital campaign using a fax machine. It’s not gonna end well. Ann dives into the reasons why people, and organizations, often resist change. Spoiler alert: it’s not just stubbornness. Comfort, fear of inadequacy, mistrust of leadership, and a good ol’ fashioned case of organizational inertia can all gum up the works. But when nonprofits ignore these dynamics, they risk stalling progress and alienating staff and donors alike. Drawing from her experience at Kiwanis International, Ann recounts a pivotal moment where reevaluating donor recognition practices led to breakthroughs in fairness, inclusion, and, yes, big gifts. Because if your system only credits the husband, your fundraising strategy might be stuck in 1954. To guide nonprofits through the stormy seas of transition, Ann introduces a tried-and-true model from sociologist Kurt Lewin: unfreeze, change, refreeze. First, identify what’s holding you back and prepare your team for what’s coming. Then implement the change with clear roles, transparency, and compassion; especially since anxiety tends to spike during this stage. Finally, lock in those changes with updated policies and systems so everyone doesn’t snap back to the “old way” like a rubber band. Communication, training, and inclusive decision-making are critical throughout and, if needed, a gentle nudge (or push) for those who just can’t adjust. And what about donors, you ask? Ann’s answer: communicate thoughtfully. If the change affects donor experience say, new recognition processes or giving channels, then yes, share early and often. But internal staff reorganizations? Probably not their business. The key is transparency with purpose. Ultimately, change is not just about what’s new, but what’s better for mission, for staff, and for the generous folks who fuel the work. As always, this episode is packed with practical guidance for fundraising leaders committed to growth, and just might make you rethink how your organization embraces what’s next.
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3 months ago
13 minutes 15 seconds

First Day Podcast
Talking with Your Donors About Tax Law Changes
In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. dives into the big, shiny (and slightly confusing) changes in federal tax law passed in July 2025, and what they mean for your fundraising plan in 2026 and beyond. Bill brings clarity with his signature blend of research, wisdom, and a dash of humor. The laws don’t take effect until 2026, which gives fundraisers time to plan. His top-line takeaway? Don’t panic. This isn’t the end of charitable giving as we know it, nor a sudden waterfall of donations. One of the headliners in the new law is the return of the Universal Charitable Deduction (UCD). Everyone can now claim a tax deduction for their giving. Singles can deduct up to $1,000, and married couples filing jointly can deduct up to $2,000, starting with their 2026 giving. Research, and our collective memory of the COVID-era UCD, suggests this could spark an uptick in donations from lower- and middle-income donors. So go ahead, fundraisers: invite gifts at all levels, and make sure your donors know they can give generously and get a tax break. New “ceiling and floor” limits for high-income donors could put a slight damper on larger gifts. Those in the top 1%, earning over $626K (single) or $751K (joint), can only deduct at the 35% rate instead of the usual 37%, potentially shrinking their incentive to give. But Bill urges fundraisers to stay calm and start conversations. Talk with major donors about how this may or may not change their giving. Likewise, the new "floor" rule, which removes deductions on the first 0.5% of adjusted gross income, is unlikely to affect generous donors giving in the $20K–$30K range. In short: tax math may change, but generosity often stays the course. Bill also touches on a sleeper hit of the new law: the expanded SALT deduction limit, from $10,000 to $40,000, which could lead to more folks itemizing their taxes and, therefore, giving more charitably. Business owners with S-corps and those filing jointly might find fresh incentives to give. Even though businesses can no longer deduct the first 1% of giving, Bill reminds us that corporate philanthropy isn’t just about taxes; it’s about community goodwill, employee engagement, and customer loyalty. And hey, if all else fails, there’s always IRS Section 513(i), your best friend when turning sponsorships into tax-deductible marketing. Bottom line? Your mission still matters. The tax landscape may shift, but relationships and purpose are still your most powerful fundraising tools.
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3 months ago
18 minutes 22 seconds

First Day Podcast
8 Questions to Improve Donor Relations
In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with fundraising powerhouse John Zeller, former Senior Vice President for Development and Alumni Relations at the University of Pennsylvania, to unpack the behind-the-scenes magic of major gift fundraising. While the headlines may tout seven- and eight-figure gifts, Zeller emphasizes that consistent cultivation, stewardship, and relationship-building are the real power players behind any billion-dollar campaign. Case in point: nearly a third of gifts during Penn’s $5.4 billion campaign came from donors giving less than $50,000. The message? Every gift counts, and every donor deserves attention. Zeller shares how he and his team shifted from a transactional mindset to a holistic approach, ensuring donors were involved long before and after the ask. At Penn, they implemented a strategy called “non-financial objectives,” inviting people to volunteer, serve on committees, and participate in university life without writing a check. It wasn’t just nice, it was strategic. By formalizing volunteer roles with job descriptions and term limits, they attracted over 32,000 volunteers across two campaigns. Volunteers became passionate advocates, and many transitioned into donors, with research showing that 80% of engaged volunteers go on to give financially. Bonus stat: over half of high-net-worth individuals volunteer, making this a double win for fundraisers. Of course, the million-dollar (sometimes literally) question is: When do you make the ask? Zeller offers his “8-question method” as a roadmap. The first four help determine donor capacity, interest, relationship strength, and philanthropic inclination. The next four zoom in on specifics: gift area, amount, timing, and potential assets involved (like IPOs or business sales). If you can confidently answer all eight, go ahead and pop the question, because if you’ve done your homework, it shouldn’t come as a surprise. And if the timing's off, donors will let you know. Zeller closes by underscoring that stewardship isn’t just a step in the giving cycle, it’s a mindset. From matching students with donors to hosting impactful scholarship receptions and “Engaging Minds” events featuring top researchers, Penn created moments that made donors feel connected, appreciated, and inspired to give more. Even in today’s fast-paced, AI-infused fundraising world, Zeller insists the essentials remain the same: data-informed strategies and genuine human relationships. In fundraising, as in life, it’s all about showing up, saying thank you (often), and making people feel like part of the mission.
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3 months ago
18 minutes 5 seconds

First Day Podcast
Finally, Some Good News: Using Giving USA Data for Fundraising Planning
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., brings a dose of optimism as he dives into the newly released Giving USA 2025 report, spotlighting charitable giving in 2024. The big headline? Americans donated a record-breaking $592.5 billion, a 6.3% increase in current dollars and a healthy 3.3% bump after adjusting for inflation. It’s a hopeful sign for fundraisers everywhere, proving that the spirit of giving hasn’t just survived, it’s thriving. Bill zeroes in on individuals and corporations as the twin engines powering this philanthropic boom. Individual giving soared by 8% in current dollars (5% after inflation), despite the lingering psychological cloud of inflation hanging over many households. Corporations also stepped up with their most generous year yet, contributing $44 billion, up 9% in current dollars and 6% inflation-adjusted. Even with uncertainty in the air, the data reflects a confident commitment to giving from both people and businesses alike. Foundations, while still doling out over $100 billion for the third year running, saw a slight dip after inflation, down just half a percent. But context is key: their giving had ballooned during the pandemic, so this modest decline is more of a breather than a backslide. Even better news? Every single one of the nine charitable sub-sectors saw growth in current dollars, an all-subsector upswing that’s happened only 14 times in 40 years. So what’s a savvy fundraiser to do with all this good news? For starters, keep the momentum going. Bill urges fundraisers to tap into the enduring generosity of individuals and corporations, focus on stewardship (that’s fundraising between the asks), and expand outreach beyond just affluent households. With millennials rising in generosity ranks and AI tools freeing up time for more personal donor engagement, the moment is ripe. And remember: planning for multiple scenarios, economic boom, bust, or somewhere in between, keeps your strategy agile and your outlook optimistic.
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4 months ago
15 minutes 18 seconds

First Day Podcast
Giving USA 2025: Current Findings
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. is joined by philanthropic power duo Una Osili, Ph.D. and Jon Bergdoll, M.A., to unpack the freshly minted Giving USA 2025 report. Spoiler alert: Americans gave over $590 billion in 2024. Adjusted for inflation, giving grew a solid 3.3%, with a hefty assist from a booming stock market, low unemployment, and a collective sigh of economic relief post-pandemic. Dr. Osili brings the analytical fire, grounding her insights in decades of data while reminding us that while 2024 hit a record in current dollars, inflation-adjusted giving still trails some pandemic-era highs. Still, the philanthropic glass is more than half full. Giving from individuals surged 8% (5% after inflation), and corporate generosity followed suit with a 9% bump. Foundations held steady after three fat years, showing that even giving giants need to catch their breath. On the receiving end, religious institutions still top the charts, though their share has dipped below 30%. Human services climbed to second place, nudging education to bronze, thanks to ongoing support for basic needs post-COVID. All nine subsectors of charitable giving saw growth in current dollars, a feat achieved only 14 times in the last 40 years. Even donor-advised funds (DAFs) got their moment in the sun, showing up everywhere and nowhere all at once. But the big question: So what? Dr. Osili offers three golden takeaways for fundraisers. First, Americans are consistently generous, even in uncertain times. Second, diversify your donor base: individuals, foundations, corporations, and planned gifts. And third, it’s innovation time. As giving methods evolve, nonprofits must sharpen their skills, adapt their tools, and embrace the future. Because in fundraising, staying still is the fastest way to fall behind.
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4 months ago
17 minutes 33 seconds

First Day Podcast
CEO Transitions and Their Impact on Fundraising
In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with executive search guru Bill Peterson of CarterBaldwin to unpack the high-stakes world of CEO transitions, and their ripple effect on fundraising. Think of it as succession planning with heart, spreadsheets, and maybe a few tissues. Drawing from the recent Compassion International case study, Peterson emphasizes that a successful handoff isn't just about filling a seat; it's about preserving mission momentum, minimizing disruption, and setting the new leader up for a heroic entrance. Peterson drops some wisdom for both boards and outgoing CEOs, stressing the importance of clear communication, humility, and board engagement. “This is a board-led process,” he says, cautioning against over-reliance on the outgoing CEO, no matter how legendary. And for those veteran leaders? It’s time to channel your inner Zen master and begin the art of letting go. “Great leaders don’t just know when to leave, they help others walk in,” Peterson notes, highlighting the delicate dance of influence without control. From personalized office redesigns to tear-jerking public ceremonies, the Compassion International story reads like a case study in grace. Peterson shares how outgoing CEO Wes Stafford quite literally made space for his successor Jimmy Miato; moving offices, updating nameplates, even reaching out to Jimmy’s wife to make his new digs feel like home. Meanwhile, Jimmy returned the favor with humility and gratitude, underscoring the importance of honoring legacy while charting a fresh course. And fundraisers, listen up: donor communication is not optional, it’s vital. Peterson outlines how keeping donors in the loop before, during, and after a leadership change can make or break your fundraising continuity. “Donors love stability,” he reminds us, and stability comes from thoughtful, strategic transition planning. With 14 practical insights from CarterBaldwin’s study and a healthy dose of humanity, this episode is a goldmine for anyone navigating the leadership baton pass, because in fundraising, the handoff might just be your most important move.
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4 months ago
17 minutes 16 seconds

First Day Podcast
In this data-rich, globally-minded episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by researchers Dana Doan, PhD and Afshan Paarlberg, JD to explore the newly released Global Philanthropy Environment Index (GPEI). With contributions from over 170 experts across 95 countries, the GPEI paints a detailed picture of the philanthropic landscape in 15 regions worldwide. Whether you're fundraising in Frankfurt or building a donor base in Barbados, the GPEI offers insight into how policies, tax incentives, socio-cultural dynamics, and cross-border regulations impact your ability to raise funds, and why local context is everything. The GPEI isn’t just a static report, it’s a dynamic toolkit. Dana and Afshan emphasize that the Index is designed to support both policy and practice. It measures six key factors, including the ease of operating a nonprofit, tax incentives for donors, cross-border flows of philanthropy, and the socio-political environment. Want to know what makes it hard to fundraise in one country and easier in another? The GPEI breaks it down, region by region, and even offers expert recommendations for improvement. As Dana puts it, it’s not just about understanding your own environment, it’s about being inspired by what’s working elsewhere. Globally, the report reveals two major trends. First, the good news: cultural and social support for giving remains strong across nearly every region. Generosity is alive and well. The not-so-good news? Cross-border philanthropic flows are tightening, in part due to anti-money laundering regulations and concerns about foreign influence. Meanwhile, tax incentive structures vary wildly, even among neighboring countries, leading to uneven conditions for charitable giving. The report also dives into lasting post-COVID trends and rising priorities like climate philanthropy, offering a timely lens into what’s next for fundraisers and policymakers alike. And it’s not just theory, it’s practice. From new platforms in Africa and Asia to transnational giving initiatives in Europe, the GPEI is already shaping action on the ground. Fundraisers across the globe are using it to make the case for improved infrastructure, smarter regulations, and stronger domestic giving. As Afshan shares, the Index is built on local expertise to ensure every score has context and credibility. Whether you're navigating political shifts or trying to unlock new donor channels, this episode delivers the tools, and the global perspective, to help philanthropy thrive wherever you call home.