Lead with Heart Haley Cooper

In this episode of Lead with Heart, I have Elizabeth Abel as my guest. She is a Senior Vice President at CCS Fundraising, a global fundraising consulting firm to nonprofits.

In this episode, we will get to know Elizabeth's background, what led her to nonprofit work and how she started, what philanthropy is, and how to embrace it in your daily life, leadership, and so much more!

In this episode, you’ll learn:
[05:06] What philanthropy is and how to embrace it in your daily life.[10:16] The power of 1 VS 1000.[12:42] How leaders can be better at communicating a clear vision to their staff.[18:02] To become a self-aware leader, you should be open to asking questions and seeking feedback.[23:01] How Elizabeth executes her leadership styles: The importance of meeting people where they are and putting them first.[28:37] Building authentic relationships with direct reports.[31:49] Tips for instilling a culture of feedback within your organization. 
NOTEWORTHY QUOTES

“Philanthropy for me as the driver, it's the fuel. It's the energy that drives the direction of nonprofits and allows us to serve the communities we're working so hard to serve.”

“A culture of philanthropy to me is when you have an organization that focuses on philanthropy as the lever to drive the social change that you wish to realize as an institution.”

“what's really important for me is to understand my direct reports Are they someone that primarily thinks logically authentically or empathetically, and I try and elevate those pillars in myself based on how I feel I've received their energies.”

“If I have a 30-minute check-in with one of my directors, I really internally commit to spending five or six minutes not talking about work, and it's little questions like, What did you do over the weekend? It allows you to build a stronger relationship.”


CONNECT WITH ELIZABETH

Elizabeth is a thought leader in philanthropy and an expert in fundraising. She has led capital campaigns and development initiatives that have collectively raised nearly one billion dollars. She is a Senior Vice President at CCS Fundraising, a global fundraising consulting firm to nonprofits. In this role, she provides counsel on strategic planning, major gifts fundraising, and board engagement. Elizabeth has been recognized by BELLA Magazine as a "Woman of Influence in Philanthropy."

Instagram: @ElizabethBerniAbel
LinkedIn: Elizabeth Abel
Website: ccsfundraising.com




CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.


Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

I’m so honored to have Alison Edwards as my guest in this episode of Lead with Heart. She is a local nonprofit leader and the CEO of Orange County Human Relations.

At OC Human Relations, they truly embody their mission not only when it comes to being the changemakers in their community, but when it comes to creating a good workplace for their staff with diversity, equity, inclusion, and belonging (DEIB).

Tune in to discover how Alison and the people in the organization are co-creating this workspace, including their current goal of providing staff with a baseline salary of $75,000, as well as some practical ways you can move the needle on DEIB and make your own organization a better place to work.


In this episode, you’ll learn:
[03:04] How the OC Human Relations creates change in Orange County[07:21] Practical ways they have been supporting their staff and creating more equity and belonging[17:56] Ways to develop and foster a culture of psychological safety and trust internally[25:33] Navigating fundraising and being authentic to the organization’s values[30:15] Creating a good workplace and putting people first [35:41] The value of listening to implement change in your organization

NOTEWORTHY QUOTES

“Folks should be accountable for getting their responsibilities completed. But we need to make sure we're not playing a role in being part of the problem.”

“We have this calling to do important work. But I just want to make sure that folks don't have to survive on that calling alone.”

“I think it does start with leadership. But part of my leadership is getting out of the way so other people can create the spaces that they need and they think that their colleagues need to be successful.”

“Ultimately, if we want to have good workplaces, we got to be a good workplace too, and we count ourselves as part of the change in that way.”

“In the midst of trying to create a more equitable world or addressing what can feel like insurmountable issues, we can still put humans first and center the humanity of our colleagues in the process.”


CONNECT WITH ALISON

Alison Edwards is the Chief Executive Officer of OC Human Relations and has been involved with the organization since 1998. She served as program director for the BRIDGES program and then Deputy Director of the organization before becoming CEO in late 2017. Alison has a passion for leadership and has served as a leadership trainer and speaker.

Instagram: @ochumanrelations
LinkedIn: Alison Edwards
Website: ochumanrelations.org


CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.


Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

In this episode, I’m talking to Alana Weinroth. She is the Director of Development and Communications at Covenant House California, a Certified Life & Mindset Coach, and a 200-hour Registered Yoga Instructor.

After experiencing bouts of severe burnout and vicarious trauma, Alana reconnected with herself, established a healthy self-care routine, and started the Give a Damn Community to help others do the same and take care of themselves.

Join us today as we dive deeper into burnout, vicarious trauma, self-care, and life and mindset coaching. Alana shares some practical advice as well as some tools to help you start taking care of yourself first.


In this episode, you’ll learn:
[06:14] Advice for those who want to get into nonprofit work[09:12] Vicarious trauma, its impact on you, and some strategies to deal with its very real symptoms[14:52] How the Give a Damn Community was born[19:11] The importance of self-care and tips to start filling yourself up first[25:17] What Alana’s Give a Damn Coaching work looks like[32:00] How to help someone who is experiencing burnout
RESOURCES

If want to start journaling, Alana has a free 30 Day Guided Gratitude Journal for new journalers or busy friends wanting to incorporate more mindfulness and gratitude. It will only take you about 2-5 minutes a day to connect with yourself more.

Gabrielle Bernstein’s May Cause Miracles: A 40-Day Guidebook of Subtle Shifts for Radical Change and Unlimited Happiness.


NOTEWORTHY QUOTES

“We feel like if we pause for ourselves, we're going to miss something for someone else. But the truth is, if we don't take care of ourselves, we are no good for our community and for our clients.”

“We have that fear that if you don't show up, every single hour of every single day, a life will be lost. So, I think we get so burnt out, so rundown that we end up forcing ourselves to those doctor's appointments.”


CONNECT WITH ALANA

Instagram: @alanaweinroth
LinkedIn: Alana Weinroth
Podcast: Give a Damn
Website: giveadamncommunity.com




CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.


Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

I’m so excited to have Mazarine Treyz as my guest in this episode of Lead with Heart. She is an effectiveness coach specializing in Human Design who helps leaders and teams step into their highest potential by knowing their unique designs.

Join us today to discover what Human Design is all about and the ways it can help you become a better leader and fundraiser. Mazarine walks us through very simple and practical examples of how different aspects of Human Design can show up in the context of leadership, the workplace, fundraising, and more, while also providing strategies to best deal with them.

In this episode, you’ll learn:
[04:15] The basics of Human Design and the 5 different types[10:07] How leaders can apply Human Design to their team dynamics[13:15] Self-work is the name of the game[17:22] Building trust and emotional safety with Human Design[20:16] Considering your team’s unique designs when setting goals[25:45] Ways Human Design can influence fundraising
RESOURCES

If you want to get your own Human Design chart, go to mybodygraph.com.

If you want to learn more about Human Design, check out Karren Curry’s book Understanding Human Design - The New Science of Astrology: Discover Who You Really Are.

To get your own Human Design Chart Reading with Mazarine or discover more ideas on how you can work together, please see: humandesignreadings.net/corporate-government


NOTEWORTHY QUOTES

“There's no such thing as a bad chart.”

“Self-work is the name of the game in entrepreneurship and in leadership. [If] you don't do the self-work, you're going to be a terrible person to work with.”

“What human design really does, is that it allows us to be aware of our flaws and vulnerabilities in a way that's not very personal. It's like, ‘oh, this is just part of my chart. This isn't personal.’”


CONNECT WITH MAZARINE
Mazarine Treyz (she/her/hers)  is an effectiveness coach specializing in Human Design. She helps leaders and teams step into their highest potential. For the last five years, she has consulted for nonprofits and governments in the US and Canada, helping executives, leaders and small teams operate more effectively by knowing their unique designs.

Twitter: @mazarinetreyz
LinkedIn: Mazarine Treyz
Podcast: Asking For More
Website: mazarinetreyz.com


CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.


Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

In this episode of Lead with Heart, I have Dawn Reese, the Chief Executive Officer of The Wooden Floor, as my guest. She is a social innovator who leverages her unique blend of experience in business, technology, education, and the arts to propel young people forward.

Tune in to discover ways to become a better nonprofit leader, as Dawn shares with us all about the power of leading with empathy through servant leadership, how to be proactive when it comes to fundraising, planning the way to achieve your vision for the organization, building an authentic and engaging culture of philanthropy, and so much more.


In this episode, you’ll learn:
[04:31] Dawn’s transition from the for-profit sector to the nonprofit sector[08:34] The Wooden Floor’s successful long-term strategic planning[16:19] The Forward Thinking Fundraising Model[21:15] The culture of philanthropy at The Wooden Floor and how to build your own[26:40] What Servant Leadership looks like in practice[39:52] How Dawn stays true to her brand mission

RESOURCES

If you want to learn more about outcomes listen to Lead with Heart’s Episode 9: How Data Can Help Your Nonprofit Organization Thrive with Traci Shirachi.

Dawn is a big believer in Stephen Covey’s Speed of Trust, one of her top reads. To find out more about the book visit speedoftrust.com


NOTEWORTHY QUOTES

“As nonprofit leaders [we] have to cultivate that in a really authentic way, that's really heartfelt, and not about transactions. It's about developing a heart for our mission and making sure that it's authentic. That's what I do, I don't lead with fundraising, I lead with heart [...] and that's my first step in everything I do.”

“I always tell all our directors especially or entity managers, in general, is you shouldn't wait annually to give feedback. [...] if you just give them a little bit of feedback all the time, you're gonna see improvements along the way, hopefully.”


CONNECT WITH DAWN

Dawn S. Reese, Chief Executive Officer of The Wooden Floor, is an author, mentor, consultant, and national conference presenter on the topics of strategic planning, board governance and board diversity, branding, and fundraising. Dawn believes in building a culture of philanthropy and she is a Certified Fund Raising Executive (CFRE). She founded the OC Nonprofit CEO Forum, and Co-Chairs the Youth Mental Health Committee for the Santa Ana Task Force.

LinkedIn: Dawn S. Reese

Website: thewoodenfloor.org





CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.


Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

In this episode of Lead with Heart, I’m talking to Traci Shirachi. She is the CEO and President of The Mark USA, Inc., an applied research and evaluation firm that serves organizations and programs focused on transforming underserved individuals and communities and helps them demonstrate their social impact.

When people hear the word data they tend to run the other way, but please don’t run!

Join us today to discover how data can help nonprofit organizations thrive, protect their people and create more impact, especially at a time when most organizations are under a lot of pressure, as they face rapid and significant changes and resource constraints.


In this episode, you’ll learn:
[03:05] Traci’s journey from corporate rat to entrepreneur[10:06] The basics of how to use data and evaluation effectively and its benefits for nonprofit organizations[16:46] The need for a mindset change to create greater and long-lasting impact[21:18] How data brings people together, creates connectedness, and strengthens organizations[27:33] The ways data, frameworks, and systems can help us navigate change and protect our people[32:57] What leaders should focus on and how data can support that

NOTEWORTHY QUOTES

“I think getting in the head of funders, and donors, the data helps to be able to do that for a nonprofit organization. If somebody is granting X number of dollars, they want to know that it's going towards something, and they want to be able to see the change that's been achieved by nature of those resources being devoted.”

“So, there's a change of mindset too that's involved in this process, which is as leaders and as community members, we need to really think hard about that is: ‘yes, we want to help more people, but we also want to prevent these things from happening in the first place.’”

“I think funders are most interested in individuals that are leaders and forward thinkers, because they're not just thinking about the present and the short term, but also the future.”

“We want to know we're having an impact and how we're having an impact. And data is just one of those ways in which we can validate or affirm that we are having an impact and to give us the fuel we need to continue to serve and move forward and help more people.”



CONNECT WITH TRACI

Traci is the CEO and President of The Mark USA, Inc. an applied research and evaluation firm comprised of about 15 employees that work with organizations nationally, and internationally to define and articulate community and social impact focused on helping the underserved thrive.

Instagram: @tmshirachi
LinkedIn: Traci Shirachi
Website: themarkusa.com


CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.


Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com