• The Challenges Facing Higher Ed Fundraisers (with Sami Zoss and Emily Berry)
    Apr 24 2024
    Americans are losing confidence in higher education, alumni are carrying record level student debt loads, and charitable giving in general is shifting more towards social impact causes — all of which makes it harder for higher ed institutions to make their case for support. In today’s podcast episode, we look at strategies for higher ed fundraising, including how to engage young alumni, the role of major donors, attracting corporate partners, the value of give-to-get, and more. 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] 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] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/blog/giving-usa-2023-key-insights-behind-the-numbers Sami Zoss, Interim President and Chief Executive Officer for DSU Foundation, is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc., a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement. https://www.linkedin.com/in/sami-zoss-mba-7535778b/ https://trojansunite.org/ Emily Berry leads the Annual Giving effort at Miami University, generating more than $6 million each year. With more than two decades of fundraising and advancement experience, Emily brings a wealth of experience and knowledge as a session presenter. She has previously served on the District V conference committee, and her team has been recognized with CASE Circle of Excellence Awards for their annual day of giving, #MoveInMiami. https://www.linkedin.com/in/emily-berry-3b23867/ https://moveinmiami.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/
    Show more Show less
    49 mins
  • Innovation, Authenticity, and Impact in Fundraising (with Jarrett Ransom, the Nonprofit Nerd)
    Apr 3 2024
    Join host Rich Frazier and guest Jarrett Ransom for a candid conversation on what it takes to be successful — and stay sane — in nonprofit fundraising. Jarrett shares insights from her 15-year journey as a consultant in the nonprofit sector, including her latest inspiration from the documentary "Uncharitable" featuring Dan Pallotta. Other topics include the need for innovation in fundraising, how to achieve a healthy work-life blend, and the value of bringing who you truly are into your work. Free 30-minute fundraising consultation for NPFX listeners: https://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 Nonprofit Nerd: Impact Unleashed https://nonprofitnerdimpactunleashed.buzzsprout.com/ Uncharitable, official website https://uncharitablemovie.com/ [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] The Intersection of Organizational Wellness and Impact https://www.ipmadvancement.com/blog/the-intersection-of-organizational-wellness-and-impact [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/blog/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout Jarrett Ransom, aka the Nonprofit Nerd, has worked exclusively with nonprofit organizations for over 20 years. She is passionate about creating community and empowering others to see and exceed their full potential. As a trusted advisor, she has helped clients successfully raise millions of dollars in support of their missions. In addition to being a member of the IPM Advancement consulting team, she is president and CEO of the Rayvan Group. Jarrett also serves as the host of the podcast "Nonprofit Nerd: Impact Unleashed." https://www.linkedin.com/in/jrransom/ 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/
    Show more Show less
    32 mins
  • The Intersection of Organizational Wellness and Impact (with Shaun Leonardo and Melissa Cowley Wolf)
    Mar 21 2024
    A workforce shortage in the nonprofit industry is forcing many organizations to do more with less, resulting in stress and burnout that only worsens staff turnover. How can we expect nonprofits to go out and make the world a better place if the organizations themselves are not well? In today's episode, we take a deep dive into the topic of organizational wellness to help nonprofits improve their internal health and increase their impact. 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 Best Wellness Practices for Nonprofit Fundraisers (#4 Might Surprise You) https://www.ipmadvancement.com/blog/best-wellness-practices-for-nonprofit-fundraisers-4-might-surprise-you [NPFX] Self-Care for Nonprofit Fundraisers: How to Avoid Burnout https://www.ipmadvancement.com/blog/self-care-for-nonprofit-fundraisers-how-to-avoid-burnout 5 Ways to Improve Your Fundraising Team’s Morale https://www.ipmadvancement.com/blog/5-ways-to-improve-your-fundraising-team-s-morale Shaun Leonardo, a Brooklyn-based artist and Co-Director of the arts nonprofit Recess, specializes in multidisciplinary work that negotiates societal expectations of manhood, namely definitions surrounding black and brown masculinities, along with its notions of achievement, collective identity, and experience of failure. His performance practice, anchored by his work in Assembly — a diversion program for system-impacted youth at Recess — is participatory and invested in a process of embodiment. Shaun received his MFA from the San Francisco Art Institute and is a recipient of support from Creative Capital, Guggenheim Social Practice, Art for Justice and A Blade of Grass. His work has been featured at The Guggenheim Museum, the High Line, and New Museum, and profiled in the New York Times and CNN. His solo exhibition, The Breath of Empty Space, was presented at MICA, MASS MoCA and The Bronx Museum. And his first major public art commission, Between Four Freedoms, premiered at Four Freedoms Park Conservancy, in the fall of 2021. https://shaunleonardo.com/ Melissa Cowley Wolf has 20 years of experience in philanthropy, strategic planning, and programming for art museums and higher education institutions across the United States. A philanthropy consultant for nonprofit organizations, an advisor to next generation philanthropists, and arts advocate working across industries, she was named to the Artnet 2020 Innovators List as one of 51 global innovators transforming the art industry. Melissa founded advising firm MCW Projects LLC in 2017 to expand the next generation of cultural philanthropists, advocates, and audiences. She is also the founding director of the Arts Funders Forum (AFF) an advocacy, media, convening, and research platform designed to develop new models of impact-driven financial support for the cultural sector. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ 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/
    Show more Show less
    41 mins
  • Boost Donor Engagement with Messaging That Matters
    Mar 11 2024
    Messaging that engages your audience is the key to good fundraising, which in turn is what allows your organization to deliver the programs and services that impact your community. In today's episode, we examine the 5 essential elements of messaging, share real world examples of how to apply them, discuss pitfalls to watch out for, and more. 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 Nonprofit Fundraising Messaging Cheat Sheet https://bit.ly/49IVMV5 IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [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 What Should I Write About in My Next Fundraising Appeal? https://www.ipmadvancement.com/blog/what-should-i-write-about-in-my-next-fundraising-appeal [NPFX] Ask the Experts: Listener Questions about Copywriting for Nonprofit Fundraising https://www.ipmadvancement.com/blog/ask-the-experts-listener-questions-about-copywriting-for-nonprofit-fundraising Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ 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/
    Show more Show less
    34 mins
  • Measuring More than Money: Why Donor Relationships Matter (with Michele Rebeor and Elizabeth Silverstein)
    Feb 21 2024
    The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. This "giving crisis" has led to an overreliance on major gifts that isn't sustainable for most nonprofits. In today's episode, we discuss why measuring donor relationships (not just revenue) must be a part of your fundraising plan, how to enroll your leadership and board, and strategies to track and improve donor relationships at every level of giving. 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] Meaningful Donor Relationships: The Key to Financial Stability https://www.ipmadvancement.com/blog/meaningful-donor-relationships-the-key-to-financial-stability Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship The Secret to Keeping Your Donors Giving: Make Them Feel Special https://www.ipmadvancement.com/blog/the-secret-to-keeping-your-donors-giving-make-them-feel-special Michele Rebeor is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. https://www.linkedin.com/in/michelerebeor/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ 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/
    Show more Show less
    40 mins
  • Meaningful Donor Relationships: The Key to Financial Stability (with Lisa Greer and Sami Zoss)
    Feb 7 2024
    Good donor relationships where supporters are engaged and satisfied with giving to your nonprofit can have a profound effect on the success of your organization. More than just ensuring financial support, meaningful relationships with donors foster trust, loyalty, and a sense of shared purpose. In today's episode, we will discuss common stewardship mistakes, how to better understand the experience of the donor, and strategies you can use to elevate your nonprofit's engagement with donors and forge stronger bonds. 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 Writing a Great Thank You Letter: The First Step in Successful Donor Stewardship https://www.ipmadvancement.com/blog/writing-a-great-thank-you-letter-the-first-step-in-successful-donor-stewardship [NPFX] 12 Mistakes Nonprofits Make in Their Fundraising Copywriting https://www.ipmadvancement.com/blog/12-mistakes-nonprofits-make-in-their-fundraising-copywriting-part-1 The Secret to Keeping Your Donors Giving: Make Them Feel Special https://www.ipmadvancement.com/blog/the-secret-to-keeping-your-donors-giving-make-them-feel-special Lisa Zola Greer and her husband Josh experienced a transformative life change in 2012 as they became members, almost overnight, of the 1%, sparking a desire to share their new wealth with compelling charitable causes. As newcomers to the world of charitable giving, they found themselves frustrated and shocked by the impersonal interactions, scripted engagements, and dated methods pervasive in the nonprofit sector. After several years studying the sector, continually experiencing the same issues, and recognizing that millions of donors shared the same negative experience with giving, Lisa decided to promote fundamental change in how fundraising is done by teaching nonprofits how to do better. Today, Lisa writes, teaches, and advises fundraisers on incorporating the donor perspective into all their fundraising activities. As a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book Philanthropy Revolution, Lisa is on a mission to "Save Giving." Her second book, The Fundraiser's Handbook, will be released in 2024. Between her books, her teaching, and her highly successful blog, Philanthropy 451, Lisa helps nonprofits see a clear path to sustainable and long-term success. https://www.linkedin.com/in/lisazgreer/ https://lisagreer.com/ Sami Zoss, Interim President and Chief Executive Officer for DSU Foundation, is a passionate nonprofit leader who likes to make lasting connections and perpetuate worthwhile causes. With an MBA in Finance and Marketing from Miami University, Sami has given her time and talent to several organizations including Camp Gilbert Inc., a volunteer-led, not-for-profit company supporting a one-week summer camp for children in the South Dakota area living with Type 1 diabetes. Her professional expertise lies in stewardship, alumni and donor relations, and external engagement. https://www.linkedin.com/in/sami-zoss-mba-7535778b/ https://trojansunite.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/
    Show more Show less
    56 mins
  • Donor Behavior Is Changing: Insights from Chronicle of Philanthropy’s New Fundraiser Survey
    Jan 3 2024
    The Chronicle of Philanthropy's 2023 survey of 1000 fundraisers reveals much about how donor behavior is changing and the impact that's having on nonprofit fundraising. In today's podcast episode, the IPM team digs deep into the data to help explain why donors are responding differently now and what nonprofits can do to meet their financial and mission goals for 2024. 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 Chronicle’s Exclusive Survey Finds Skittish Donors and Fundraisers Searching for a New Normal https://www.philanthropy.com/article/chronicles-exclusive-survey-finds-skittish-donors-and-fundraisers-searching-for-a-new-normal [NPFX] Inflation and Impact: How Nonprofits Are Navigating Economic Realities (with Ali Colbran and Nicole Williams) https://www.ipmadvancement.com/blog/inflation-and-impact-how-nonprofits-are-navigating-economic-realities [NPFX] Donor-Advised Funds: Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/blog/donor-advised-funds-making-dafs-work-for-your-nonprofit [NPFX] Giving USA 2023: Key Insights behind the Numbers https://www.ipmadvancement.com/blog/giving-usa-2023-key-insights-behind-the-numbers Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ 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/
    Show more Show less
    38 mins
  • Tips for 2023 Year-End Fundraising (and How to Prepare for 2024)
    Nov 2 2023
    Given that 30% of annual giving happens in December, it's crucial for nonprofits to have a winning year-end fundraising strategy. Calendar year-end fundraising leverages end-of-year tax benefits to motivate donors to give, while also aligning with the holiday spirit when people are more inclined to be charitable. In today's podcast episode, the IPM Advancement team shares their best tips for CYE fundraising, including the importance of major donors, why direct mail still matters, how to navigate 2023 trends and challenges, re-engaging lapsed donors, the role of self-care in fundraising, how to strategize for 2024, and more. 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 [NPFX] Engaging Women Philanthropists to Improve Donor Retention https://www.ipmadvancement.com/blog/engaging-women-philanthropists-to-improve-donor-retention Best Wellness Practices for Nonprofit Fundraisers (#4 Might Surprise You) https://www.ipmadvancement.com/blog/best-wellness-practices-for-nonprofit-fundraisers-4-might-surprise-you [NPFX] Nonprofit Fundraising at Year-End: 4 Things to Do https://www.ipmadvancement.com/blog/nonprofit-fundraising-at-year-end-4-things-to-do IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Michele Rebeor is a founder of Synergy Philanthropy and an IPM Advancement consultant. Her work supporting nonprofit organizations focuses on building and maximizing donor relationships that result in greater levels of giving. Michele also has a rare expertise in effecting strategies that acknowledge the role and importance of women donors and their impact on the future of philanthropy. https://www.linkedin.com/in/michelerebeor/ Samantha Timlick is the VP of Client Services at IPM Advancement. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients — focusing on highly segmented direct mail microtargeting, personalized inbound and outbound telemarketing, and integrated e-campaigns. https://www.linkedin.com/in/stimlick/ Alan Knobloch is a founder of Synergy Philanthropy and an IPM Advancement consultant. He has worked in the nonprofit sector for over 30 years, holding positions at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. https://www.linkedin.com/in/alan-knobloch-8603347/ Melissa Cowley Wolf is the founder of MCW Projects and an IPM Advancement consultant. Melissa has more than 20 years of experience in philanthropy, specializing in next era philanthropic strategy, and organizational and executive wellness for leaders and collectives who want to make an impact. https://www.linkedin.com/in/melissa-cowley-wolf-6440a79/ Gina Parziale is a Certified Fundraising Executive and IPM Advancement consultant. With 20 years of experience in leadership and development for patients advocacy and nonprofit health organizations, Gina provides strategic planning, fundraising planning and execution, Board and staff development, therapeutic advancement, and engagement with industry to patient advocacy groups. https://www.linkedin.com/in/ginaparziale/ 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/
    Show more Show less
    32 mins