What the Fundraising is the podcast for impact leaders and change-makers who are tired of doing things the old school way and are looking for best practices to raise money, run their organization, and think about the nonprofit sector in a whole new way.
Every Tuesday for 40-60 min, your host, Mallory Erickson, will be having real and raw conversations with some of the best personal and professional development experts, many of whom are outside the nonprofit sector. These are bestselling authors, world-renowned researchers, and TEDx experts, most of whom have never spoken to a non-profit audience before. They have come ready to share expertise, lessons, and stories that will fundamentally change the way you show up as a leader and fundraiser.
There are so many valuable lessons nonprofit leaders are missing because they are outside of their typical orbit, but no more. Mallory is bringing them in and helping to apply her guest's expertise to disrupt the nonprofit sector once and for all.
So if you are ready to learn how to upgrade your fundraising strategy, leadership skills, energy, habits, and mindset to bring in more funding and actually have some fun doing it, then this is the right podcast for you.
If you’re wanting to implement ideas you heard, visit MalloryErickson.com/Podcast for the top tips and tools, full transcripts, quotes, videos, and additional resources from each episode.
All content for What the Fundraising is the property of Mallory Erickson and is served directly from their servers
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What the Fundraising is the podcast for impact leaders and change-makers who are tired of doing things the old school way and are looking for best practices to raise money, run their organization, and think about the nonprofit sector in a whole new way.
Every Tuesday for 40-60 min, your host, Mallory Erickson, will be having real and raw conversations with some of the best personal and professional development experts, many of whom are outside the nonprofit sector. These are bestselling authors, world-renowned researchers, and TEDx experts, most of whom have never spoken to a non-profit audience before. They have come ready to share expertise, lessons, and stories that will fundamentally change the way you show up as a leader and fundraiser.
There are so many valuable lessons nonprofit leaders are missing because they are outside of their typical orbit, but no more. Mallory is bringing them in and helping to apply her guest's expertise to disrupt the nonprofit sector once and for all.
So if you are ready to learn how to upgrade your fundraising strategy, leadership skills, energy, habits, and mindset to bring in more funding and actually have some fun doing it, then this is the right podcast for you.
If you’re wanting to implement ideas you heard, visit MalloryErickson.com/Podcast for the top tips and tools, full transcripts, quotes, videos, and additional resources from each episode.
233: Fundraising from Family Offices with Trust & Strategy with Kerrie Mitchell
What the Fundraising
26 minutes
3 months ago
233: Fundraising from Family Offices with Trust & Strategy with Kerrie Mitchell
In this episode of What the Fundraising, Mallory is diving deep into a topic that is often misunderstood yet holds immense potential for nonprofit fundraisers: Family Offices and Philanthropy. Her guest, Kerrie Mitchell, is the Managing Partner at FSO Partners, where she and her identical twin sister advise philanthropists, family offices, and nonprofits on how to maximize impact.
Kerrie unpacks what a family office is, how these high-net-worth individuals manage their giving, and why relationship-building is at the core of accessing this unique donor segment. They explore the Speed of Trust from how to earn it, why it matters, and how family offices think differently from foundations or traditional major donors.
With government funding freezes and economic uncertainty looming, they also discuss why now is the perfect time to start building these relationships. Kerrie shares actionable insights on approaching wealth advisors, creating meaningful donor experiences, and positioning your nonprofit as a trusted partner, all while navigating the nuanced world of ultra-high-net-worth philanthropy.
Kerrie Mitchell is a philanthropic leader and strategist who builds partnerships and mobilizes diverse revenue streams. She has over two decades of experience in national and international fundraising, nonprofit operations, and delivering comprehensive philanthropic services for family offices. She is a believer in innovative and community-led solutions to address the most pressing opportunities for progress in the world.
In this episode, you will be able to:
Learn about the importance of relationship fundraising.
Understand the family offices and their structure.
Learn about the role of philanthropy in legacy planning.
Discover how to think beyond the traditional lanes of fundraising.
Get all the resources from today’s episode here.
Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels.
Stay aligned while working online with a seamless and secure payments experience for your donors and your team.
Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone.
Connect with me:
Instagram: https://www.instagram.com/_malloryerickson/
Facebook: https://www.facebook.com/whatthefundraising
YouTube: https://www.youtube.com/@malloryerickson7946
LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/
Website: malloryerickson.com/podcast
Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652
If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link.
If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point
What the Fundraising
What the Fundraising is the podcast for impact leaders and change-makers who are tired of doing things the old school way and are looking for best practices to raise money, run their organization, and think about the nonprofit sector in a whole new way.
Every Tuesday for 40-60 min, your host, Mallory Erickson, will be having real and raw conversations with some of the best personal and professional development experts, many of whom are outside the nonprofit sector. These are bestselling authors, world-renowned researchers, and TEDx experts, most of whom have never spoken to a non-profit audience before. They have come ready to share expertise, lessons, and stories that will fundamentally change the way you show up as a leader and fundraiser.
There are so many valuable lessons nonprofit leaders are missing because they are outside of their typical orbit, but no more. Mallory is bringing them in and helping to apply her guest's expertise to disrupt the nonprofit sector once and for all.
So if you are ready to learn how to upgrade your fundraising strategy, leadership skills, energy, habits, and mindset to bring in more funding and actually have some fun doing it, then this is the right podcast for you.
If you’re wanting to implement ideas you heard, visit MalloryErickson.com/Podcast for the top tips and tools, full transcripts, quotes, videos, and additional resources from each episode.
