NPFX: The Nonprofit Fundraising Exchange

IPM Advancement
NPFX: The Nonprofit Fundraising Exchange

Join the experts at IPM Advancement for discussion and insights into nonprofit fundraising, membership, advocacy and more. Each show covers a different aspect of advancement, with topics ranging from annual giving to capital campaigns and everything in between.

  1. NOV 20

    Leading through Layers: Communication Strategies to Align Your Team (with Beth Napleton, Christina Lear, and Amy Tamura)

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

    37 min
  2. OCT 23

    How to Engage Millennial and Gen Z Donors: Make Them Partners in Progress (with Derrick Feldmann)

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

    38 min
  3. SEP 26

    Leveraging AI as Your Nonprofit Thought Partner (with Shereese Floyd)

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

    40 min
  4. SEP 4

    Flipping the Script: Using Narrative Strategy to Improve Messaging and Prevent Donor Attrition (with Josh Gryniewicz)

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

    45 min
  5. AUG 13

    How to Attract and Retain Fundraising Talent: Discussing AFP’s 2024 Compensation & Benefits Survey Report (with Colton Strawser and Julie Trimarchi)

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

    52 min
  6. JUL 2

    Strategic Planning: Why Some Plans Succeed and Others Fail (with Barbara Wood, Laura Rosi, and Nate Rhoton)

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

    49 min
  7. JUN 6

    Engaging Audiences with Effective Messaging & Storytelling — What Works on Tough Issues (with Brian Malte and Josh Gryniewicz)

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

    49 min
5
out of 5
6 Ratings

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Join the experts at IPM Advancement for discussion and insights into nonprofit fundraising, membership, advocacy and more. Each show covers a different aspect of advancement, with topics ranging from annual giving to capital campaigns and everything in between.

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