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First Day Podcast

First Day Podcast

De: The Fund Raising School
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The Fund Raising School is excited to launch the First Day Podcast from The Fund Raising School! Highlighting current news and research, this podcast provides fundraisers with the latest information in fundraising and philanthropy. Be more informed and stay up to date with the First Day Podcast from The Fund Raising School!All rights reserved
Episodios
  • Financial Advisors and the Fundraising Process

    Financial Advisors and the Fundraising Process
    Jan 25 2026
    In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back the ever-insightful Michele Dole, MS, CFP, Senior Vice President at Key Private Bank and cherished faculty member. Michele brings her unique perspective as both a former fundraiser and a current financial advisor, helping to demystify the world of wealth and financial advising for those in the nonprofit sector. From her origins in hospital foundations to earning her Certified Financial Planner certification, Michele shares how her deep understanding of financial strategy intersects beautifully with charitable giving. “It’s not just about tax efficiency,” she emphasizes, “but about helping clients make meaningful, effective gifts.” The conversation shines a light on how fundraisers and financial advisors can, and should, collaborate. Advisors, Michele explains, aren’t gatekeepers; they’re partners. With full visibility into a client’s financial picture, they can help determine not just if a gift should be made, but how, when, and with what assets. Whether it’s a cash donation, a stock transfer, or a required minimum distribution from a retirement account, financial advisors are instrumental in making philanthropic dreams a financially sound reality. And yes, Michele confirms, she and her colleagues often raise the topic of philanthropy with clients, driven by their role in supporting holistic financial and personal goals. For fundraisers wondering whether to engage with a donor’s advisor, Michele has one golden rule: ask for the donor’s permission first. Once that’s secured, sharing a comprehensive gift proposal with the advisor can be immensely beneficial. Advisors often know what else is on a donor’s financial horizon: other commitments, business sales, or major expenses, that could impact the timing or structure of a gift. And if you’re hosting breakfast events for local planners? Keep it up! While they may not be gatekeepers, financial professionals are key connectors in the community and valuable allies in understanding and championing your mission. This episode also introduces an exciting new offering: Philanthropy for Advisors, a course designed to equip financial professionals with a deeper understanding of charitable giving and the nonprofit sector. Michele is stepping in as lead faculty, bringing her full-circle experience to bear in educating a new generation of philanthropic partners. As always, Bill closes the episode with a hearty reminder; when fundraisers team up with informed financial advisors, donors win, missions grow, and generosity thrives.
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    17 m
  • Will AI Financing Affect Your Fundraising?

    Will AI Financing Affect Your Fundraising?
    Jan 18 2026
    In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., digs into the booming world of artificial intelligence and what its rapid rise might mean for your fundraising future. Bill highlights the many ways AI is already helping fundraisers: writing donor letters, prepping for meetings, and identifying potential major donors; all with greater efficiency and effectiveness. He shares real-life examples from colleagues like Travis Tester and Andy Price, who are saving hours of prep time each week, allowing them to meet with significantly more donors and deepen relationships. But while the AI-powered present looks promising, Bill turns our gaze toward a looming challenge: the potential financial instability behind AI’s rapid expansion. Drawing on historical parallels like the railroad boom, the 1929 crash, the dot-com bubble, and the housing crisis, Bill warns that the current pattern of over-investment in AI, particularly in data centers and tech infrastructure, could lead to another economic downturn. High debt, investor expectations, and revenue shortfalls are forming a familiar and risky cocktail. And if AI financing collapses, the ripple effect could reach nonprofits everywhere. What does this mean for fundraisers? Bill reminds us that recessions tend to dampen charitable giving, not dramatically on average, but enough to warrant strategic planning. Different sectors feel the impact differently: human services often hold steady or rise, while the arts may see sharp declines. He encourages organizations to review their operating reserves and endowments, consult with financial advisors, and engage their boards in proactive scenario planning. Whether the market soars, stalls, or stumbles, it pays to be ready. As always, Bill centers the core truth: giving is driven by donor values and passion. But the “wealth effect,” how much and when people give, is shaped by the broader economy. So yes, keep watching those economic indicators, but don’t lose sight of your mission.
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    15 m
  • Next Gen Fundraising: Bridging the Gap

    Next Gen Fundraising: Bridging the Gap
    Jan 12 2026
    In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., sits down with sits down with A.J. Steinberg, CFRE, CEO of Queen Bee Fundraising and certified nonprofit rockstar, to talk about the not-so-small challenge of engaging Millennials and Gen Z as donors, volunteers, and board members. AJ opens with a truth bomb: nonprofits have talked about multi-generational giving for decades, but fear of change has kept many stuck in their ways. Older generations may be clinging to legacy and routine, but younger folks want impact and involvement. A.J. brings the empathy and the strategy. Her secret weapon? Creating cross-generational task forces with influential voices from each age group to spark collaboration and build relationships. It's not about token seats at the gala table, it’s about co-creating something new. And speaking of galas, Steinberg makes it crystal clear: Gen Z doesn’t want to dress up for rubber chicken. Let them lead their own events and watch engagement soar. As A.J. says, Millennials and Gen Z aren’t disengaged, they just engage differently. Give them space to create, and they’ll show up, selfies and all. But where do you find these elusive next-gen leaders? A.J. suggests you start by looking under your nose; your volunteer list and your staff. If you’re a smaller nonprofit, even better: there’s less red tape and more room to innovate. And if you’re lucky enough to have Millennial or Gen Z staff already on board, ask them who else might care about your mission. Gen Z wants to serve causes, not just organizations; so your mission better be front and center. A.J. reminds us that attracting younger generations isn’t just a “nice to have,” it’s a matter of survival. Be clear, be inclusive, and let your mission shine through the noise. Legacy giving? That starts younger than you think, with 55 being the average age people start thinking about it. So don’t wait. Be intentional, be open-minded, and remember, t’s your impact that’ll keep them coming back.
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    19 m
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