In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Patty McIlreavy, President and CEO of the Center for Disaster Philanthropy (CDP), to discuss how charitable giving shifts during times of disaster. Patty begins by reframing the very concept of disaster—not as the event itself, like a hurricane or wildfire, but as the collision of an event with a community’s vulnerability. This vulnerability, often rooted in systemic inequities, becomes the true disaster. CDP’s mission is to mobilize philanthropy not just for immediate relief, but for long-term, equitable recovery—a mission that becomes increasingly critical as disasters grow in scale and frequency.

Patty highlights the challenge of donor behavior during crises, noting how people are often moved to give in the immediate aftermath—when headlines are fresh and emotions run high. While this instant generosity (hello, $10 million in days after Damar Hamlin’s collapse) is heartening, Patty stresses that lasting change happens in the quieter months after the spotlight fades. CDP is working to shift donor mindsets from short-term relief to long-term recovery by telling better stories, creating awareness around systemic vulnerabilities, and offering tools for donors to engage in sustained giving—through knowledge sharing or acting as a conduit for philanthropic investment.

Throughout the conversation, Patty emphasizes the evolving role of fundraisers during crises. She encourages nonprofits, even those not directly involved in disaster response, to recognize their own relevance. A youth agency or cultural organization reducing community vulnerabilities? That’s disaster recovery work too, she says. Rather than competing for donor dollars, organizations should “join up”—a call for collective action where legacy isn’t just about bricks and plaques, but about investing in human resilience and community strength. And when funders struggle to navigate this complexity, CDP steps in with tools, funds, and a matchmaking service of sorts to connect donors with proximate, long-term recovery organizations.

The episode wraps with a clear call to action: the philanthropic pie is still enormous, even if it’s shifting. Fundraisers shouldn’t fear being left out during crisis fundraising—they should see themselves as part of a bigger picture. As Bill notes, The Fund Raising School’s own research supports this: fundraising can actually increase when done thoughtfully during crises. Patty’s insights reinforce the importance of shifting from “hero moments” to holistic, community-centered recovery. With CDP’s guidance and the right mindset, philanthropy can move beyond bandages and start building bridges—stronger, safer ones that can withstand whatever storm comes next.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Dr. Ashutosh Nandeshwar, Senior Vice President at CCS Fundraising and author of Data Science for Fundraising, to explore the rapidly evolving role of artificial intelligence (AI) in nonprofit fundraising. Dr. Nandeshwar breaks AI into two key categories: traditional AI, which includes predictive analytics and machine learning (long used for prospect identification and donor cultivation), and modern AI, which encompasses generative AI tools like ChatGPT. While predictive AI has been a staple in fundraising for years, generative AI is making waves by democratizing access to advanced technology, allowing nonprofits—especially smaller ones—to create content, analyze donor data, and streamline operations with minimal technical expertise.

The conversation highlights a unique paradox: small nonprofits stand to gain the most from AI’s efficiency, yet larger organizations are often the first to adopt it due to greater resources and infrastructure. However, Dr. Nandeshwar shares survey data indicating that AI adoption is growing across nonprofits of all sizes, with smaller organizations increasingly leveraging generative AI for tasks like social media content, donor outreach, and report summarization. That said, he cautions that while AI can assist with automation, it does not replace the human touch needed for relationship-building. Additionally, organizations must be mindful of data privacy concerns, ensuring that sensitive donor information isn’t inadvertently shared with AI platforms.

Bill and Dr. Nandeshwar also address common fears about AI, including the concern that it could become too powerful or eliminate the need for human fundraisers. While AI can generate text, analyze data, and even suggest donor engagement strategies, it still requires human oversight to ensure accuracy, maintain an organization’s unique voice, and build authentic donor relationships. AI is far from perfect—it can be "confidently incorrect," making up facts and presenting them with certainty. Fundraisers must carefully vet AI-generated content and establish internal guidelines for ethical and effective AI use. Additionally, Dr. Nandeshwar emphasizes that traditional AI techniques remain highly valuable and should not be overshadowed by the generative AI hype.

For fundraisers looking to integrate AI into their work, Dr. Nandeshwar’s advice is simple: experiment, learn, and adapt. AI is neither a magic bullet nor something to fear—it’s a tool that, when used strategically, can improve efficiency and free up time for deeper donor engagement. However, while AI may help streamline certain tasks, there is no clear evidence yet that it is significantly reducing the time fundraisers spend on administrative work. Bill closes the episode by encouraging fundraisers to stay informed and proactive in exploring AI’s potential while maintaining a strong human-centered approach to donor relationships. He also highlights The Fund Raising School’s courses, certifications, and online resources to help nonprofits navigate AI and digital fundraising strategies effectively.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Dr. Patrick Rooney, Emeritus Professor at the Indiana University Lilly Family School of Philanthropy, to discuss the ongoing debate over the Universal Charitable Deduction (UCD). With decades of expertise in philanthropy and economics, Dr. Rooney explains how tax incentives impact charitable giving, particularly in light of past tax reforms that significantly reduced the number of itemizing households. While many donors give based on personal values, research shows that financial incentives, like tax deductions, can encourage even greater generosity.

Dr. Rooney and Bill dive into the latest UCD proposal currently moving through Congress, which suggests a deduction of up to $5,000 for individuals and $10,000 for couples—substantially higher than previous temporary versions, which were limited to just a few hundred dollars. Rooney highlights research indicating that well-structured tax incentives can increase both the number of donors and the total amount given. While the proposal is still in flux, and there’s no guarantee it will become law, he emphasizes that higher deduction limits could provide a strong incentive for charitable giving.

The discussion also touches on donor psychology and the role of tax policy in philanthropic behavior. While tax breaks often rank low in surveys about giving motivations, donors tend to notice when those benefits disappear. Rooney suggests that many donors are motivated by a mix of altruism and financial awareness—wanting to do good while also considering the impact on their taxable income. He shares research showing that even a 25% tax credit could significantly boost giving, reinforcing the importance of tax policy in shaping philanthropic trends.

For fundraisers, the key takeaway is to stay informed and prepared to discuss these potential changes with donors. While the legislative process is uncertain, fundraisers should be ready to explain how tax incentives can help donors maximize their giving impact. Bill closes the episode by emphasizing the broader importance of economic and policy literacy in nonprofit fundraising. He also highlights The Fund Raising School’s resources, including public courses, webinars, and the Achieving Excellence in Fundraising textbook, to help fundraisers stay ahead of policy changes and effectively engage donors.

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Robert Osborne Jr., principal of The Osborne Group, to discuss the often-overlooked but crucial segment of mid-level donors. With extensive experience in frontline fundraising and consulting, Robert highlights the importance of mid-level gifts—typically ranging from $1,000 to $50,000—as a key driver of nonprofit sustainability. He emphasizes that while many organizations focus on small donors or major gifts, mid-level giving represents both an immediate revenue opportunity and a vital pipeline for future major donors.

Robert explains that mid-level fundraising sits between annual giving and major gift fundraising, combining the efficiency of direct marketing with the personal touch of relationship-building. Instead of treating these donors as a faceless giving club, nonprofits should integrate personal engagement strategies such as small events, direct outreach, and annual touchpoints. He advises organizations to identify potential mid-level donors through data analysis, wealth screening, and past giving behaviors. By strategically upgrading donors from smaller gifts to mid-level contributions, nonprofits can significantly grow their fundraising revenue over time.

The conversation also explores the critical role of stewardship in mid-level giving. Research shows that most major donors first give at a mid-level before making a larger commitment. Robert stresses that effective stewardship isn’t just about gratitude—it’s about demonstrating impact. Donors need to see how their contributions make a difference, or they risk disengaging. Without intentional stewardship, mid-level donors may stagnate or stop giving altogether, limiting an organization’s potential for long-term financial growth.

The episode concludes with practical advice for fundraisers navigating internal pressure to focus solely on major gifts. Robert argues that mid-level fundraising is an essential investment, offering both short-term financial gains and long-term donor development. By using data to illustrate return on investment and retention improvements, fundraisers can make a compelling case to leadership. Bill and Robert emphasize that all donors, regardless of gift size, deserve attention and cultivation—because a strong mid-level giving program fuels both current success and future philanthropy.

In this episode of the First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Lynne Wester, founder and principal of the Donor Relations Group. Drawing from her background at Walt Disney World and expertise in fundraising, Lynne shares how nonprofits can enhance donor relations by creating memorable, emotionally engaging experiences. She emphasizes that donor stewardship isn’t just a follow-up step—it’s the foundation of sustainable fundraising success.

Lynne explains that just as Disney meticulously curates every aspect of the guest experience—from the scents in the air to the music playing at different times of the day—fundraisers must thoughtfully design a donor’s journey. She stresses that fundraising is 90% emotional and only 10% rational, meaning that donors give based on feelings, not logic. Organizations that listen closely, personalize interactions, and remove friction from the giving process will cultivate deeper relationships and encourage long-term support. A striking example she shares is of a donor whose late mother loved lilies—so every event she attended featured lilies in her honor, creating a lasting emotional connection.

The discussion also addresses the urgent issue of donor retention. Lynn highlights that 80% of first-time donors never give again—a statistic that would spell disaster for any for-profit business. She argues that thanking donors and showing them the impact of their contributions should be non-negotiable. The cost of keeping an existing donor is seven times lower than acquiring a new one, making stewardship both a financial and ethical priority. Yet, many nonprofits continue to focus on chasing new gifts rather than nurturing their current supporters, a mindset Lynne strongly challenges.

The episode wraps up with practical advice on advocating for donor relations within organizations. Lynne encourages fundraisers to frame stewardship as a sound business strategy when speaking with board members and executives. By drawing parallels to customer service in the corporate world, nonprofits can make a stronger case for investing in donor experience. Bill and Lynne reinforce that fundraising is a long-term process, not a one-time transaction, and that organizations that prioritize donor relationships will ultimately see greater loyalty, increased giving, and a stronger philanthropic community.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Cherian Koshy, CFRE, CAP®, Vice President at Kindsight and co-author of the study Donor Perceptions of AI. The conversation discusses how donors perceive the growing use of artificial intelligence (AI) in the nonprofit sector. This independently funded study surveyed over 1,000 U.S. donors who contributed between $20 and $200,000 over the past year, offering a rare look into their comfort level with AI and its potential impact on fundraising practices.

Cherian explains that while many nonprofits remain uncertain about AI’s various use cases, donors are surprisingly well-informed, likely due to media coverage. The study revealed five key themes, with privacy and data security concerns (noted by 60% of respondents) among the top issues. However, an even more significant worry for donors was the loss of human connection in philanthropy. Despite these concerns, most respondents were optimistic about AI’s potential to enhance a nonprofit’s effectiveness and remained open to its responsible use.

Interestingly, AI isn’t a major factor in most donors’ giving decisions—either positively or negatively. Less than 10% said they would be more inclined to donate because of AI, while the majority indicated it wouldn’t affect their giving at all. Cherian shares practical applications for AI in improving internal processes, such as using chatbots to answer donor questions instantly. This efficiency can free up significant time for staff, allowing them to focus more on personal donor interactions. Bill highlights an example where AI saved one fundraiser 8–16 hours per week, resulting in several additional donor meetings.

The episode wraps up with a focus on transparency and trust-building. Cherian stresses the importance of communicating openly with donors about how AI is being used and involving community members in discussions about technology and ethics. He cites the example of the Furniture Bank of Toronto, which developed a responsible AI manifesto to foster trust with stakeholders. With AI playing an increasingly central role in nonprofit operations, the conversation encourages organizations to balance innovation with authentic relationship-building while continuing to prioritize donor engagement and stewardship.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Ann Fitzgerald, MA, founder of AC Fitzgerald and alumna of the Indiana University Lilly Family School of Philanthropy. Ann shares her expertise on helping nonprofits navigate financial crises, offering practical strategies for organizations that find themselves overly reliant on a single funding source. The conversation was sparked by a recent federal funding pause in early 2025, which served as a wake-up call for nonprofits dependent on government funding, large foundations, or major donors.

Ann introduces her “Three Rs” framework: be resilient, be realistic, and reach. She emphasizes the importance of staying calm, gathering facts, and creating scenario-based plans that allow for flexible responses. Drawing on her consulting experience, Ann highlights how organizations can reassess budgets, preserve cash, and engage board members, staff, and community networks for short-term support. Bill shares his own experience leading a nonprofit through the 2008 financial crisis, underscoring the critical role that boards play during times of financial uncertainty.

The conversation transitions to long-term planning, where Ann stresses the importance of building an operating reserve by setting aside 10% of every undesignated dollar. She highlights the need for diversified funding sources, reminding nonprofits that 85% of charitable giving comes from individuals. She also encourages nonprofits to ramp up stewardship efforts, explore planned giving opportunities, and form finance committees to strengthen financial planning. With donor confidence at its highest level in five years and the stock market’s strong performance in 2024, Ann and Bill are optimistic about fundraising prospects in 2025.

The episode closes with key takeaways on managing financial risk, the power of clear communication with stakeholders, and the importance of involving donors and board members as partners in finding solutions. Ann’s advice serves as a powerful reminder that resilience and adaptability are essential for nonprofits to weather financial challenges. The Fund Raising School offers courses, webinars, and custom training opportunities to help nonprofit leaders strengthen their fundraising strategies and build long-term financial health.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Arleen Peterson, ECRF, MA, Executive Director, Relational Services for the Poor Handmaids of Jesus Christ. Arleen shares her experience leading growth at the Food Bank of Northwest Indiana, highlighting how visionary leadership and strategic engagement can drive significant fundraising success. She discusses the importance of looking beyond an organization’s immediate environment, gathering insights from industry peers, and involving the entire team in shaping a shared vision.

Arleen recounts a pivotal initiative where she led her staff on a statewide tour of food banks, allowing them to see firsthand the possibilities for expansion and operational improvement. This immersive experience sparked bold aspirations, ultimately leading to the food bank’s expansion from a 10,000-square-foot facility to a 60,000-square-foot space. She underscores the importance of shared leadership, ensuring that staff members, board members, and donors all play a role in crafting and committing to the organization’s future vision.

The conversation delves into the fundraising strategies that made this growth possible, including the board’s leadership in securing the initial commitments, donor engagement tactics, and the role of strategic partnerships. Arleen shares insights on navigating donor hesitations, structuring multi-year commitments, and fostering trust within the community—especially when major changes, such as facility relocations, raise concerns. Her approach emphasizes relationship-building and inclusive decision-making, ensuring that stakeholders feel invested in the mission’s success.

The episode closes with key takeaways on the role of vision in fundraising, the impact of engaging teams in strategic planning, and the power of shared leadership. Arleen's journey serves as a powerful reminder that fundraising success is not just about dollars raised but about inspiring belief in what’s possible. The Fund Raising School offers courses, webinars, and custom training opportunities to help nonprofit leaders develop and execute visionary fundraising strategies.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Angela Altamore, Associate Vice President of Donor Relations and Experience at BWF. Angela provides an in-depth look at the importance of donor relations in nonprofit fundraising, breaking down the distinctions between donor relations, donor stewardship, and donor experience. She uses the metaphor of building a house to explain these terms: donor relations act as the “blueprint” for a donor’s overall journey, donor stewardship serves as the “foundation” with timely acknowledgments and impact reports, and donor experience adds the “finishing touches” that elevate donor engagement.

Angela explains how nonprofits are shifting from focusing solely on individual gifts to fostering long-term donor relationships. She notes that prioritizing donor retention is not only a cost-effective strategy but also a way to honor donors’ commitment and amplify their impact over time. Angela also emphasizes the need for nonprofits to align fundraising teams and donor relations professionals, advocating for shared metrics and cross-training to strengthen internal collaboration and improve donor experiences.

The conversation addresses the challenges nonprofits face in balancing short-term fundraising goals with long-term relationship building. Angela highlights practical strategies for keeping donors engaged between asks, such as creating personalized touchpoints through events, storytelling, and mentorship opportunities. She also stresses the importance of showing donors the impact of their contributions, ensuring they feel valued beyond monetary transactions.

Finally, Angela emphasizes that successful donor relations are transformational, not transactional. By fostering a sense of community among donors and creating opportunities for meaningful engagement, nonprofits can build deeper, lasting connections. The episode closes with resources from The Fund Raising School, including courses, webinars, and training programs to help nonprofits elevate their donor relations strategies. It’s a powerful reminder that investing in donor relations is key to achieving long-term success and impact.

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Laura MacDonald, CFRE, Founder and Principal of the Benefactor Group. Laura discusses the critical role endowments play in fostering long-term financial resilience for nonprofits. She emphasizes that endowments, distinct from operating reserves or rainy-day funds, are strategic investments in which the principal remains untouched while annual draws (typically 4–6%) provide a steady revenue stream. With $12 trillion poised to transfer through generational wealth shifts, she highlights the unprecedented opportunity for nonprofits to secure their futures through planned giving and estate gifts.

Laura dispels the myth that endowments are exclusive to large organizations. Instead, she advocates for any nonprofit with financial maturity, reserves, and strong donor relationships to consider building an endowment. She underscores the importance of aligning organizational leadership behind this long-term strategy and notes that endowments not only support sustainability but can also elevate annual fundraising efforts. Her advice includes engaging loyal donors by exploring their vision for the nonprofit’s future and positioning endowments as a way to secure their legacy and amplify their impact.

The conversation also addresses criticisms of endowments, such as concerns about "locking away" funds while current needs persist. Laura provides practical solutions, like offering donors options to support immediate needs while endowment contributions accrue. She highlights that most endowments are funded by individuals rather than corporations or foundations and emphasizes that nonprofits must tailor their approach to each donor's values and preferences. By fostering transparency and showcasing the broader mission, nonprofits can address objections and engage donors effectively.

Finally, Laura introduces key insights from her book, such as using storytelling to create a "perpetual hero" narrative for donors. Drawing on the research of Dr. Russell James, she explains how endowment conversations can inspire donors to leave a lasting legacy. The episode closes with resources from The Fund Raising School, including courses, webinars, and customizable training programs, to help nonprofits integrate endowment strategies into their overall fundraising plans. It’s a call to action for nonprofits to embrace the opportunity to secure their future while enhancing their impact today.