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A Modern Nonprofit Podcast
The Charity CFO, LLC
144 episodes
5 days ago
A Modern Nonprofit Podcast, powered by The Charity CFO, explores the most important business and culture topics in the nonprofit sector. Hosted by Tosha Anderson, each episode will feature an informative, lighthearted and insightful discussion about what’s trending in today’s organizations. This podcast is designed for nonprofit leaders and listeners alike, and we thank you for making this podcast part of your day!
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Non-Profit
Business
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All content for A Modern Nonprofit Podcast is the property of The Charity CFO, LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A Modern Nonprofit Podcast, powered by The Charity CFO, explores the most important business and culture topics in the nonprofit sector. Hosted by Tosha Anderson, each episode will feature an informative, lighthearted and insightful discussion about what’s trending in today’s organizations. This podcast is designed for nonprofit leaders and listeners alike, and we thank you for making this podcast part of your day!
Show more...
Non-Profit
Business
Episodes (20/144)
A Modern Nonprofit Podcast
Repost: Grant Writing 101 for Nonprofits: How to Find and Win the Right Grants

Repost: Grant Writing 101 for Nonprofits: How to Find and Win the Right Grants


Finding and managing grants is one of the toughest parts of nonprofit growth. In this conversation, Tosha and grant writer Kate Hephner break down how to:


  • Identify the right grant opportunities

  • Write stronger, more organized proposals

  • Collaborate effectively with your team

  • Build a reputation as a trustworthy funding partner

This episode is perfect for new nonprofit leaders, founders, and development staff ready to elevate their grant strategy.


📍 Subscribe for more conversations with experts helping nonprofits work smarter, not harder.


If you need a freelance grant writer to help you win more funding, you can reach out to Kate through her LinkedIn page: ⁠https://www.linkedin.com/in/kate-hephner-019a522/⁠


Links to the grant directories mentioned by Kate:

  • ⁠https://www.instrumentl.com/⁠
  • ⁠https://fconline.foundationcenter.org/⁠
  • ⁠https://grantstation.com/⁠
  • ⁠https://www.grantwatch.com/⁠


Want to learn more about finding grants for your organization? Check out our episode with the founder of Grantwatch here: ⁠https://thecharitycfo.com/libby-hikind-how-to-find-grants/


Follow Us Online

🌐 Website: ⁠⁠⁠www.thecharitycfo.com⁠⁠⁠

📸 Instagram: @thecharitycfo

📘 Facebook:⁠⁠ /thecharitycfo⁠⁠

💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠

🎵 TikTok: @thecharitycfo


Join our newsletter: ⁠https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


⁠Download The Charity CFO Financial Blueprint: ⁠https://go.thecharitycfo.com/financial-blueprint

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5 days ago
27 minutes 46 seconds

A Modern Nonprofit Podcast
Episode 143: Why Your Fundraising Strategy Isn’t Working (and How to Fix It)

Most nonprofits struggle to understand why their fundraising isn’t working. In this episode, Tosha Anderson, Founder of The Charity CFO, talks with Jeff Schreifels, Principal and Owner of Veritus Group, about what it takes to build a fundraising strategy that truly connects with donors.


You’ll learn:

  • Why fundraising is not just about the money
  • How to move from transactional asks to relationships
  • The secret to permission-based asking
  • What it takes to build donor trust and loyalty
  • How to create a culture of philanthropy that sustains your mission


If your fundraising team is feeling stuck, burned out, or disconnected from donors, this conversation will change how you lead, ask, and grow.


🎧 Listen to more episodes at https://www.thecharitycfo.com


Connect with Jeff Schreifels

Principal and Owner of Veritus Group

🌐 Website: ⁠⁠https://veritusgroup.com/💼 LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jeffschreifels/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


#nonprofitfundraising #nonprofitleadership #thecharitycfo #major gifts #fundraisingstrategy #donorrelationships #veritusgroup

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1 week ago
41 minutes 41 seconds

A Modern Nonprofit Podcast
Episode 142: Why It’s So Hard to Trust Marketing Numbers (and What Nonprofits Can Do About It)

Why are marketing metrics so confusing and how can nonprofits make smarter decisions about where to invest their dollars?

Join Tosha Anderson, Founder of The Charity CFO, as she talks with Jeff Greenfield, CEO and Founder of Provalytics, about how nonprofits can finally get clarity on their marketing data.

In this episode, you’ll learn:

  • Why marketing numbers don’t always add upHow to distinguish clicks from attention
  • What “working vs. nonworking” marketing dollars really mean
  • Why paid advertising is not just for big organizations
  • How AI is transforming digital marketing for nonprofits


If your nonprofit struggles to measure marketing ROI or to convince your board that marketing is an investment, this episode will help you see your data in a whole new way.


Connect with Jeff Greenfield

🌐 Website: https://provalytics.com/💼 LinkedIn: https://www.linkedin.com/in/jeffgreenfield/


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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2 weeks ago
35 minutes 35 seconds

A Modern Nonprofit Podcast
Episode 140: Scaling Without Burnout: How Systems Keep Nonprofits Growing Strong

Most nonprofits try to scale by adding more people, but that often makes the chaos worse. In this episode, Tosha Anderson and Dr. Andrea Ortega uncover how to scale your nonprofit through systems, not stress. Learn how to build SOPs, create repeatable workflows, strengthen board engagement with useful dashboards, and handle the challenges that come with federal grants and rapid growth. If you’re a nonprofit leader ready to move from reactive to proactive, this conversation is for you.


Connect with Andrea Ortega

Founder and CEO of Palante Nonprofits, LLC.

🌐 Website: www.palantenonprofits.com

📸 Instagram: www.instagram.com/palantenonprofits

💼 LinkedIn: www.linkedin.com/company/palante-nonprofits-llc

Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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3 weeks ago
53 minutes 2 seconds

A Modern Nonprofit Podcast
Episode 141: What Every New Nonprofit CEO Should Ask About the Finances (Before It’s Too Late)

New nonprofit CEO? Don’t inherit a financial mess. In this solo episode, Tosha breaks down the exact questions to ask in Week 1 and the first 90 days so you can quickly assess risk, read audits + 990s with confidence, pressure-test budget assumptions, verify restricted funds, and fix delayed or conflicting reports. You’ll learn how to evaluate your finance team, set a cadence for monthly close, and own the financial story with your board and funders.


Grab our free Financial Blueprint and avoid painful surprises.

The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

You’ll learn:

  • What to request on Day 1: budget, financials, audits, 990s, funder site reviews
  • Red flags: late audits, missing monthly reports, conflicting dev vs. finance numbers
  • How to test budget assumptions and build department/program budgetsTracking restricted funds the right way
  • Who owns compliance and reporting, and why it mattersFollow Us Online

🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1

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1 month ago
27 minutes 19 seconds

A Modern Nonprofit Podcast
Ep. 139: Nonprofit Networking That Works: How to Prepare, Connect, and Follow Up for Real Results

Networking is not a box to check. It is how modern nonprofits fuel mission, board growth, fundraising, and talent. Tosha Anderson sits down with Anne Marie Dougherty, CEO of the Bob Woodruff Foundation, to break down how to prepare for events, find common ground quickly, tell sharper stories, and follow up with discipline. They cover board dynamics, scaling programs without losing focus, and why curating your network beats collecting contacts.

If you lead a nonprofit, this playbook will help you build real relationships that move your mission forward.


Connect with Anne Marie Dougherty

📸 Instagram: @ammdougherty

💼 LinkedIn: https://www.linkedin.com/in/anne-marie-dougherty-75340125/

Twitter: @AMDougherty


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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1 month ago
39 minutes 3 seconds

A Modern Nonprofit Podcast
Episode 138: Beyond Staff: Engaging Your Full Nonprofit Workforce - Board Members and Volunteers Included

Beyond Staff: Engaging Your Full Nonprofit Workforce - Board Members and Volunteers Included

Nonprofit engagement cannot stop at staff. In this episode, Tosha Anderson and leadership expert Rhonda Travers show you how to engage employees, board members, and volunteers with a simple lifecycle approach. Learn to define volunteer roles, onboard and offboard board members, build a basic governance dashboard, and communicate across channels so your mission stays top of mind.


Connect with Rhonda Travers

Travers Training & Consulting - Founder & President

💼 LinkedIn: https://www.linkedin.com/in/rhondatravers/

🌐 Website: www.traverstraining.com


Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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1 month ago
38 minutes 44 seconds

A Modern Nonprofit Podcast
Episode 137: Teamwork and Integrity: Lessons in Strong Nonprofit Leadership

Strong nonprofit leadership isn’t about having all the answers - it’s about building trust, empowering teams, and leading with integrity.In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Karen Leies, President & CEO of The Seeing Eye, the world’s oldest guide dog school. Together they explore:

  • The role of integrity in shaping culture and trust
  • Why teamwork is the backbone of nonprofit success
  • How to balance tradition with innovation in a 96-year-old organization
  • Practical leadership lessons for CEOs, executives, and board members

🔗 Learn more about The Charity CFO Financial Blueprint and how strong leadership drives nonprofit sustainability: https://go.thecharitycfo.com/financial-blueprint Connect with Karen LeiesWebsite: https://www.seeingeye.org/Instagram: https://www.instagram.com/TheSeeingEyeLinkedIn: https://www.linkedin.com/company/the-seeing-eye/Facebook: https://www.facebook.com/SeeingEyeTwitter: SeeingEyeIncFollow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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2 months ago
41 minutes 28 seconds

A Modern Nonprofit Podcast
Episode 136: Leading Through Scarcity: How Nonprofit Leaders Can Find Clarity

Scarcity in nonprofits isn’t just about money. In this powerful conversation, Pierre Berastain of The Centre for Public Impact joins Tosha Anderson to explore financial, structural, and psychological scarcity, and how they shape nonprofit culture, leadership, and sustainability.You’ll learn:-Why scarcity creates cycles of burnout and underinvestment-The difference between a crisis-driven vs. clarity-driven culture-Practical tools like decision filters and personal boards of directors-How nonprofit leaders can reclaim focus, set boundaries, and build resilienceIf you’re a nonprofit leader navigating limited resources and constant demands, this episode will help you step out of survival mode and into clarity.👉 Subscribe for more strategies on nonprofit finance, leadership, and sustainability.Connect with Pierre Berastain🌐 Website: https://pierreberastain.com/💼 LinkedIn: https://www.linkedin.com/in/pierreberastain/Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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2 months ago
40 minutes 26 seconds

A Modern Nonprofit Podcast
Episode 135: Shoestring Marketing Hacks for Nonprofits: AI, Video & Thought Leadership

Tosha Anderson sits down with Dr. Dustin York to explore nonprofit marketing trends you can implement without a big budget. They cover AI agents for SEO, video podcast strategy, free Apple Wallet passes, content repurposing into 60 assets, thought leadership hacks via Qwoted and a 90-day action plan to boost visibility. Perfect for nonprofit leaders seeking tactical, scalable marketing strategies.


Connect with Dr. Dustin YorkLinked In: ⁠https://www.linkedin.com/in/dryork/⁠Website: ⁠https://www.drdustinyork.com/⁠Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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2 months ago
43 minutes 5 seconds

A Modern Nonprofit Podcast
Episode 134: Restricted Grants: When They Help, When They Hurt, and How to Release Them Quickly

Are restricted grants helping your nonprofit—or silently hurting it?In this solo episode, Tosha Anderson, CEO & Founder of The Charity CFO, dives deep into the complicated world of restricted vs. unrestricted grants. You’ll learn when restricted funds are a smart move, when they create cash flow nightmares, and how to release them quickly so they actually work for your mission, not against it.Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠⁠ / the-charity-cfo⁠⁠ ⁠ 🎵 TikTok: @thecharitycfoJoin our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint

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3 months ago
21 minutes 54 seconds

A Modern Nonprofit Podcast
Episode 133: Leading with Purpose: Women Transforming the Nonprofit Sector

Only 22% of nonprofit Executive Directors are women—yet 75% of nonprofit employees are.

Why aren’t more women making it into leadership roles?

In this episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Shilpa Alva, Founder and Executive Director of Surge for Water, to talk about the challenges, opportunities, and long-term impact of women in nonprofit leadership.

You’ll learn:

  • What’s stopping women from climbing the nonprofit ladder

  • How systemic funding gaps hold women (especially women of color) back

  • The power of leading with empathy and feminine energy

  • Why centering women in solution-building drives stronger impact

Whether you're a founder, board member, or team leader—this conversation will make you think differently about leadership and sustainability in the nonprofit sector.


Connect with Shilpa Alva

LinkedIn- https://www.linkedin.com/in/shilpa-alva-858b841/

Website: https://surgeforwater.org/

Shilpa's story: https://surgeforwater.org/our-story/founders-story/


Follow Us Online

 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠

 📸 Instagram: @thecharitycfo

 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠

 💼 LinkedIn: ⁠⁠⁠  / the-charity-cfo⁠⁠  ⁠

 🎵 TikTok: @thecharitycfo

 

Join our newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


Download The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint


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3 months ago
46 minutes 33 seconds

A Modern Nonprofit Podcast
Episode 132: Find Your People: How Advocacy Helped One Founder Build a Mission-Driven Nonprofit

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson talks with Courtney Johnson, the Founder and CEO of Culinary Care, a nonprofit that delivers meals and comfort to cancer patients undergoing treatment. Courtney shares what it's really like to start a nonprofit from scratch at just 23 years old, and how advocacy—both for her mission and herself—was the key to getting in the door with hospitals, donors, and volunteers.


You’ll learn how she built a sustainable fundraising model, why she ignored the naysayers, and what every aspiring founder needs to know before launching a nonprofit. If you’re starting out or scaling up, this episode will re-ignite your passion and give you practical tools for finding your people.


✅ Topics Covered:

  • How to turn a personal story into a powerful mission
  • Advocacy as a strategy to open doors and win support
  • Navigating nonprofit startup challenges as a young founder
  • Building community through intentional fundraising
  • Sustaining growth with aligned partnerships

  • Connect with Courtney Johnson
  • Linked In- https://www.linkedin.com/in/courtney-s-white/

  • Website- https://culinarycare.org/

  • Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠  / the-charity-cfo⁠⁠   🎵 TikTok: @thecharitycfo 📬 Join Our Newsletter⁠⁠ https://go.thecharitycfo.com/l/995872...Download The Charity CFO Blueprint ⁠https://go.thecharitycfo.com/financia...

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    3 months ago
    40 minutes 48 seconds

    A Modern Nonprofit Podcast
    Episode 131: Branding Isn’t Your Logo: Why Nonprofits Must Evolve to Stay Relevant

    Is your nonprofit brand outdated—or just unclear? In this episode of A Modern Nonprofit Podcast, branding expert Steven Picanza joins Tosha Anderson to explore what modern branding really means for nonprofits. Discover why your brand is more than a logo, how to simplify your messaging without losing impact, and why your website might be pushing people away.Steven breaks down the key differences between voice and tone, how to build brand culture internally, and how to attract individual donors in a world where grant funding is increasingly unstable. Whether you're just starting to think about your branding—or planning a full rebrand—this episode offers a clear roadmap for nonprofits ready to modernize.Topics covered:How to serve multiple audiences without overwhelming themClarifying your verbal identity and toneBranding as an internal culture-building toolBudget-friendly tips for evolving your brand without a full overhaul#nonprofitbranding #nonprofitmarketing #brandstrategy #donorfocused #verbalidentity #thecharitycfo #anewbrand


    Connect with Steven Picanza

    Website: https://www.stevenpicanza.com/

    Youtube: @Picanza

    LinkedIn: https://www.linkedin.com/in/stevenpicanza/


    Follow Us Online

    🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠

    📸 Instagram: @thecharitycfo

    📘 Facebook:⁠⁠ /thecharitycfo⁠⁠

    💼 LinkedIn: ⁠⁠https://www.linkedin.com/company/the-charity-cfo⁠⁠

    🎵 TikTok: @thecharitycfo

    📬 Join Our Newsletter⁠⁠ https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1⁠⁠

    Download The Charity CFO Blueprint ⁠https://go.thecharitycfo.com/financial-blueprint⁠

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    3 months ago
    47 minutes 22 seconds

    A Modern Nonprofit Podcast
    Episode 130: Why You Shouldn't be Giving up on Federal Grants

    Federal grants are more chaotic than ever. Delays, shifting executive orders, compliance confusion—and now, questions about what language nonprofits can or can’t use in applications. But should you give up on federal funding altogether?In this episode of A Modern Nonprofit Podcast, Tosha Anderson is joined by Fielding Jezreel, federal grant strategist, Founder & President of Jezreel Consulting, to unpack what’s really happening with federal grants in 2025—and why walking away could hurt your mission more than help it.You’ll learn:How to assess whether your nonprofit is ready—and willing—to pursue federal fundsWhat’s changed (and hasn’t) in compliance and DEI-related requirementsHow advocacy and funding strategy are now deeply connectedWhy applying might be your loudest form of protestWhat to do before your first applicationWhether you’re already in the federal grant game or standing at the edge of it, this is the clarity and strategy you’ve been craving.#federalgrants #nonprofitfunding #grantwriting #nonprofitstrategy #nonprofitleadership #thecharitycfoContact Fielding Website: https://www.jezreelconsulting.com/LinkedIn: https://www.linkedin.com/in/fieldingjezreel/Follow Us Online 🌐 Website: ⁠⁠www.thecharitycfo.com⁠⁠ 📸 Instagram: @thecharitycfo 📘 Facebook:⁠⁠ /thecharitycfo⁠⁠ 💼 LinkedIn: ⁠⁠https://www.linkedin.com/company/the-charity-cfo⁠⁠ 🎵 TikTok: @thecharitycfo 📬 Join Our Newsletter⁠⁠ https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1⁠⁠

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    3 months ago
    42 minutes 31 seconds

    A Modern Nonprofit Podcast
    Episode 129: Why nonprofits need budgeting AND forecasting: and what’s the difference

    Every nonprofit builds a budget. But only the most effective leaders use forecasts to steer their organizations forward. In this episode, A Modern Nonprofit Podcast host Tosha Anderson is joined by David Steffens, CPA to break down the difference between budgeting and forecasting—and why both are critical for financial health and sustainability.

    They discuss:

    • What a budget really is (and isn’t)

    • How forecasts go beyond “what happened” to show “what’s next”

    • Common mistakes in budgeting and how to fix them

    • How to build a basic forecast, even with limited resources

    • Why forecasting prevents financial surprises (and panic)

    If you’ve ever looked at your budget and thought, “This isn’t telling me what I need to know,” this episode is for you.

    Follow Us Online

     🌐 Website: ⁠www.thecharitycfo.com⁠

     📸 Instagram: @thecharitycfo

     📘 Facebook:⁠ /thecharitycfo⁠

     💼 LinkedIn: ⁠https://www.linkedin.com/company/the-charity-cfo⁠

     🎵 TikTok: @thecharitycfo

     

    📬 Join Our Newsletter

    ⁠ https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1⁠


    Download The Charity CFO Blueprint

    https://go.thecharitycfo.com/financial-blueprint

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    4 months ago
    38 minutes 25 seconds

    A Modern Nonprofit Podcast
    Episode 128: Strategic Planning for Nonprofits: Why It’s Broken and How to Fix It

    What is strategic planning really — and are you doing it right? In this episode, Tosha Anderson talks with Steve Strang, Practice Director at Spectrum Nonprofit Services, about why so many nonprofits misunderstand strategic planning.


    They unpack what a strategic plan should look like, how to align it with your team’s capacity and funding reality, and when not to pursue growth. If your organization is in flux, dealing with turnover, or facing budget concerns, this episode is a must-listen for grounding your next move in strategy that actually works.


    Connect with Steve Strang

    Website: https://spectrumnonprofit.com/

    LinkedIn: linkedin.com/in/stevenstrang


    Check Out These Blogs Next:

    • Strategic Planning vs Scenario Planning
    • The Difference between a Bookkeeper, an Accountant, and a CFO

    Follow Us Online

     🌐 Website: www.thecharitycfo.com

     📸 Instagram: @thecharitycfo

     📘 Facebook: /thecharitycfo

     💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo

     🎵 TikTok: @thecharitycfo

     

    📬 Join Our Newsletter

     https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1


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    4 months ago
    41 minutes

    A Modern Nonprofit Podcast
    Episode 127: Nonprofit Board Myths, Truths, and How to Build One That Actually Works

    Nonprofit board struggles? You’re not alone.

    In this episode of A Modern Nonprofit Podcast, Tosha sits down with Katerina Manoff, founder & CEO of ENGin, to bust the biggest myths about boards—and reveal what actually works when you're building or evolving one.

    They talk about:

    • The unrealistic expectations many founders have about boardsWhy “bless and release” is a vital leadership move
    • How to recruit board members who align with your mission and your strategy
    • The difference between helpful support and harmful micromanagement

    Whether you’re stuck with a passive board, navigating founder dynamics, or trying to scale with the right people at the table, this episode will help you shift from frustration to functionality.


    Connect with Katerina Manoff

    Website: www.enginprogram.org

    Facebook: https://www.facebook.com/enginprogram; @enginprogram

    Instagram: https://www.instagram.com/enginprogram/; @enginprogram

    LinkedIn: https://www.linkedin.com/in/katerina-semida-manoff-12b27720/


    Check Out These Blogs Next:

    Nonprofit Board Committees In A Modern Nonprofit: https://thecharitycfo.com/nonprofit-board-committees-in-a-modern-nonprofit/3 Tips for Successful Nonprofit Board Development: https://thecharitycfo.com/3-tips-for-successful-board-development/

    Follow Us Online

    🌐 Website: www.thecharitycfo.com

    📸 Instagram: @thecharitycfo

    📘 Facebook: /thecharitycfo

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    4 months ago
    51 minutes 16 seconds

    A Modern Nonprofit Podcast
    Episode 126: Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser

    Is fundraising really that different from sales?

    Aaron Landis doesn’t think so—and he’s lived both sides. In this episode, he joins Tosha Anderson to reflect on his time as a fundraiser and what he’s learned since entering the for-profit world. From CRM tips and donor follow-up to data-driven KPIs and team communication, this is the nonprofit leadership masterclass you didn’t know you needed.Grab your free blueprint here.Get in Touch with Aaron and The Charity CFO Team here!What to watch next…Nonprofit Fundraising Strategies to Consider https://thecharitycfo.com/nonprofit-fundraising-strategies/Follow Us Online Stay connected and get more exclusive content: 🌐 Website: www.thecharitycfo.com 📸 Instagram: @thecharitycfo 📘 Facebook: /thecharitycfo 💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo 🎵 TikTok: @thecharitycfo 🎧 Spotify: https://open.spotify.com/show/6hofQXP... 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast...Get Involved 📬 Stay Connected Sign up for our newsletter 🎙️ Explore more episodes of A Modern Nonprofit Podcast About The Charity CFOWe’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?Book a FREE consultation here.

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    5 months ago
    48 minutes 34 seconds

    A Modern Nonprofit Podcast
    Episode 125: The Benefits of Fractional Executives for Nonprofits

    Tosha Anderson teams up with Cindy Wagman, Founder of the Fractional Fundraising Network to unpack what it means to hire a fractional executive. From navigating scope creep to knowing when your org is truly ready, this episode reveals everything nonprofits need to know before diving into the fractional model. Get real talk, expert insight, and practical advice on bringing strategic leadership to your team—without the full-time hire.


    Full episode recap here!


    Connect with Cindy Wagman

    LinkedIn

    Website: https://www.nonprofitfractionals.com/ & https://www.fractionalfundraising.co/waitlist


    • Check these out on our website next:

      The Difference between a Bookkeeper, an Accountant, and a CFO

      Do You Need a Nonprofit CFO?


     🌐 Website: www.thecharitycfo.com

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    5 months ago
    43 minutes 36 seconds

    A Modern Nonprofit Podcast
    A Modern Nonprofit Podcast, powered by The Charity CFO, explores the most important business and culture topics in the nonprofit sector. Hosted by Tosha Anderson, each episode will feature an informative, lighthearted and insightful discussion about what’s trending in today’s organizations. This podcast is designed for nonprofit leaders and listeners alike, and we thank you for making this podcast part of your day!