What the Fundraising

111: Real Relationships: Using Behavior Design to Improve Donor Relationship Management with Stephanie Weldy


Listen Later

As fundraisers and change-makers, we get immense purpose and value from our work. But how do we optimize that? How do we optimize our donor relationships so we can keep creating value for our organization? The key is creating the right habits! If you can create strong habits and get good at the skills that strengthen and grow your donor relationships, you’ll soon be seeing wins left and right.


Habits free us up to focus on the areas we need to grow, optimize, and see results in. This is where Stephanie Weldy shines. Stephanie Weldy, Chief of Staff at BJ Fogg, is an expert at the intersection of Behavior Design and Employee Well-Being.


In this episode, Stephanie talks about how to use behavior design and habit design to improve your donor relationship management. She emphasizes the power of small behavior changes in creating big changes in your organization.


You’ll learn tips, tricks, and advice on designing sustainable habits that will help you manage your time, prioritize your donor management tasks, and see real progress in your fundraising strategies. 


Ready to get out of the cycle of blaming and shaming yourself for low motivation? Ready to start designing consistent and reliable habits? Tune in to learn how!



Get all the resources from today’s episode here


A big shout out to our sponsor Instil, the holistic tool that reimagines nonprofit technology in ways that deepen community relationships and nonprofit processes to magnify impact. The platform’s advanced UX design and real-time analytics supercharge donors, increase volunteer engagement, and smooth donor management and operations across your entire organization.


Connect with me: Instagram: https://www.instagram.com/whatthefundraising_

Facebook: https://www.facebook.com/whatthefundraising

YouTube: https://www.youtube.com/@malloryerickson7946

LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/

Website: malloryerickson.com/podcast


Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652


If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link.


If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point

...more
View all episodesView all episodes
Download on the App Store

What the FundraisingBy Mallory Erickson

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

120 ratings


More shows like What the Fundraising

View all
Marketplace by Marketplace

Marketplace

8,639 Listeners

To The Best Of Our Knowledge by Wisconsin Public Radio

To The Best Of Our Knowledge

931 Listeners

Death, Sex & Money by Slate Podcasts

Death, Sex & Money

7,704 Listeners

Happier with Gretchen Rubin by Gretchen Rubin / The Onward Project

Happier with Gretchen Rubin

12,926 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,402 Listeners

10% Happier with Dan Harris by 10% Happier

10% Happier with Dan Harris

12,535 Listeners

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications by Joan Garry

Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications

311 Listeners

Up First from NPR by NPR

Up First from NPR

55,941 Listeners

Today, Explained by Vox

Today, Explained

10,102 Listeners

Throughline by NPR

Throughline

15,958 Listeners

IMO with Michelle Obama and Craig Robinson by Higher Ground

IMO with Michelle Obama and Craig Robinson

12,041 Listeners

We Can Do Hard Things by Glennon Doyle and Audacy

We Can Do Hard Things

41,314 Listeners

Pulling The Thread with Elise Loehnen by Elise Loehnen

Pulling The Thread with Elise Loehnen

1,015 Listeners

The Fundraising Masterminds Podcast by Fundraising Masterminds

The Fundraising Masterminds Podcast

18 Listeners

Letters from an American by Heather Cox Richardson

Letters from an American

5,137 Listeners