Lead with Heart | Philanthropy, Nonprofit Leadership, Nonprofit Management & Fundraising

In this episode of the Lead with Heart Podcast, I’m honored to welcome Ron Katz - a seasoned fundraising leader with over three decades of impact in healthcare, education, and social services. Ron has raised over $100 million for mission-driven organizations, and today, he shares how his personal journey with chronic lymphocytic leukemia (CLL) has deepened his approach to donor relationships and philanthropy.

We explore how personal experiences can shape and enhance fundraising effectiveness, how to build lasting donor trust, and why authentic storytelling matters - especially in healthcare philanthropy. Whether you're a major gifts officer, executive director, or emerging nonprofit leader, Ron’s insight into patient-centered funding and nonprofit resilience will leave you inspired and empowered.

In this episode:

• [03:00] Ron’s path from politics to nonprofit fundraising
• [04:03] Leveraging a political background for nonprofit advocacy
• [05:00] How philanthropy drives medical advancement and enhances patient care
• [08:34] Building lasting donor relationships in today’s fundraising landscape
• [11:47] The power of patient-centered funding initiatives
• [13:44] Ron’s journey with CLL and its impact on his work
• [16:03] How to build strong donor relationships
• [18:07] The role of donor funding in research and treatment innovation
• [20:36] Ethical storytelling in healthcare fundraising
• [24:02] Key takeaways for emerging nonprofit professionals
• [26:06] Universal principles that apply across nonprofit sectors

E62: Turning Personal Loss Into Community Impact with Susan Combs from Pancakes for Roger

CONNECT WITH RON

LinkedIn: Ron Katz

Website: https://cllsociety.org/ 

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I am thrilled to welcome Jacqueline Ackerman, interim director of the Women's Philanthropy Institute (WPI), to the podcast. In this episode, we’re unpacking how women give and why understanding those patterns can completely reshape how we approach nonprofit fundraising strategies.

Jacqueline brings a rich perspective, combining data, empathy, and decades of research to challenge traditional donor engagement approaches. From giving circles to intergenerational wealth transfer, we discuss what it means to meet women donors where they are and how fundraisers can adapt to support more values-aligned, inclusive philanthropy.

In this episode:

• [02:40] Jacqueline’s personal journey into women’s philanthropy
• [05:37] The research process behind WPI’s donor data
• [09:25] How women’s giving differs from men’s giving
• [13:10] Why affinity trumps capacity in donor engagement
• [16:29] Collective giving and how giving circles work
• [21:29] The value of engaging a giving circle
• [23:29] The case for affinity-based fundraising groups
• [26:13] Gen Z and cause-driven giving trends
• [31:05] One simple step to engage women donors more effectively
• [35:00] Addressing women correctly in donor communications

Women Give 2021 report on how households make charitable decisions

WPI's research on giving circles

Philanthropy Together

Impact100 global site

The Lilly Family School of Philanthropy's

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I’m honored to welcome Elliot Kallen to the Lead with Heart Podcast. Elliot is the president and co-founder of A Brighter Day, a nonprofit organization that has turned the devastating loss of his teenage son into a powerful mission to prevent teen suicide and offer hope to thousands of families.

In this deeply moving and empowering conversation, Elliot shares how his nonprofit is supporting 3,000–6,000 families each month with free mental health toolkits, a 24/7 teen crisis text line, and Zoom counseling sessions. We explore how emotional intelligence, real communication, and parent-teen connection can create protective factors against the alarming rise in teen suicide.

In this episode:

• [02:47] The loss that sparked a movement
• [05:34] Early warning signs of teen depression and suicidal thoughts
• [08:07] How social media affects teen self-worth
• [11:04] The hidden epidemic of cyberbullying
• [14:53] Practical strategies for emotionally connecting with teens
• [17:57] Programs at A Brighter Day - from text lines to Zoom therapy
• [21:14] The power of nonprofit partnerships
• [22:55] Destigmatizing suicide and mental health struggles
• [28:33] Elliot’s vision for reaching 37 million high schoolers
• [33:51] Leadership lessons from scaling a grief-born mission

Teen Crisis Text Line: Text “BRIGHTER” to 741741

CONNECT WITH ELLIOT

LinkedIn: Elliot Kallen

Instagram: @abrighterdaycharity

Website: https://abrighterday.info/ 

Email: [email protected] 

Phone: 510 206 1103

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I can’t think of a more powerful way to celebrate 100 episodes than with Susan Inouye, a transformational executive coach and bestselling author whose work bridges neuroscience, somatics, and leadership.

In this milestone conversation, we explore how nonprofit leaders can shift from head-centric to heart-centered leadership. Susan shares five key leadership shifts for building emotionally intelligent, collaborative cultures—especially across generations.

If you're ready to build a culture where people feel seen, valued, and safe to contribute their gifts, this episode is a must-listen.

In this episode:

• [02:50] Susan’s unexpected journey to transformational coaching
• [07:11] Learning from Tony Robbins, Deepak Chopra, Pema Chödrön, and more
• [08:39] The difference between being and doing in leadership
• [10:14] How somatic and heart intelligence drive nonprofit team performance
• [17:58] Defining heart intelligence
• [20:08] Five leadership shifts to help leaders lead multigenerational teams
• [27:57] Building a culture of belonging in your nonprofit
• [34:52] A simple yet powerful practice to start leading with heart today

Leadership’s Perfect Storm by Susan Inouye

CONNECT WITH SUSAN

LinkedIn: Susan Inouye

Instagram: @susan_inouye

Website: https://susaninouye.com/leadwithheart   

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I’m thrilled to welcome David Rhode. David is a seasoned leader, nonprofit coach, strategic consultant, and author of Passion Isn’t Enough: A Practical Guide for Nonprofit Leaders. His career spans marketing, founding and running a nonprofit, and teaching at the University of Pennsylvania. He offers deep insight into leading sustainable organizations.

In this episode, we explore how to build a resonant brand, shift from passion to strategy, and engage your board in impactful fundraising.

In this episode:

• [02:21] David’s transition from for-profit to nonprofit leadership
• [03:45] The key to brand clarity and consistency in the nonprofit sector
• [07:21] Building a brand without a marketing budget
• [10:57] Why David wrote Passion Isn’t Enough
• [12:53] The three biggest challenges facing nonprofit leaders today
• [15:07] How to move board members from commitment to accountability
• [20:20] Rethinking give/get policies
• [25:00] Using motivation, celebration, and consistency to build a fundraising culture
• [28:45] Why passion alone won’t sustain nonprofit leadership
• [31:10] Leadership skill-building
• [34:48] David’s #1 advice for nonprofit CEOs feeling isolated or burned out

Passion Isn't Enough: A Practical Guide for Nonprofit Leaders by David Rhode

CONNECT WITH DAVID

LinkedIn: David Rhode

Website: https://dotdotorg.com/ 

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

What if we told you that hustle isn’t the only way to grow your nonprofit’s impact?

In this episode, I’m joined by Luis Báez, a revenue enablement strategist and sales coach whose mission is to prove that you don’t have to grind to grow.  Luis spent the last decade translating high-growth tech strategies into sustainable success for executive sales leaders and heart-centered business owners. We dive into the power of servant leadership, developing strong organizational culture, and embracing smarter systems to support sustainable growth.

If you’re a nonprofit leader navigating burnout, limited resources, and siloed teams, this conversation is your permission slip to lead differently, with heart, strategy, and intention.

In this episode:

• [02:52] Luis’s transition from sales to purpose-driven coaching
• [04:39] What “revenue enablement” means for nonprofits
• [05:57] Why donor experience matters as much as fundraising
• [07:53] The mindset blocks leaders must shift to scale without burnout
• [11:41] Building authentic workplace cultures from the top down
• [16:02] How to align core values with everyday leadership
• [20:13] Replacing grind culture with smarter systems
• [22:07] Creating succession and leadership development pathways
• [26:44] Moving from scarcity to abundance in nonprofit leadership
• [28:37] Conscious engagement and feedback for team alignment
• [31:50] A simple yet powerful strategy to build stronger teams

Find Luis’s LinkedIn Learning courses here: https://www.linkedin.com/learning/instructors/luis-baez 

“ I like to think of nonprofits as businesses with a different tax privilege.” - Luis Báez

“ We have to honor the things that intrinsically motivate the people that we hire.” - Luis Báez

“ I'm not against working hard when it's needed. I'm just against working hard for the sake of working hard and looking busy for the sake of looking busy.” - Luis Báez

CONNECT WITH LUIS

LinkedIn:

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I am so excited to welcome Alejandra Ramirez Wells to the Lead With Heart Podcast. Alejandra is an internal communication strategist and culture-building expert with nearly two decades of experience helping mission-driven organizations transform from the inside out.

In this episode, we dive deep into how internal communication is the key to creating sustainable nonprofit culture, retaining talent, and reducing burnout. Alejandra shares actionable insights for developing values-based communication systems that align your team, build trust, and strengthen your impact, especially in times of change or crisis.

If you're navigating team disengagement or organizational transitions, or just want to build a more connected and resilient staff culture, this episode is for you.

In this episode:

• [02:45] The hidden cost of poor internal communication
• [04:06] Signs your nonprofit culture is misaligned
• [06:02] Why values should shape internal systems
• [08:19] Conditions for a thriving nonprofit workplace
• [10:24] Creating feedback loops that lead to action
• [13:14] Internal comms in hybrid work environments
• [16:33] Crisis communication for nonprofits
• [19:24] Helping staff connect to the organizational vision
• [23:13] How internal communication affects external communication
• [26:40] Measuring the effectiveness of internal comms
• [31:08] Where to start when building a communication plan

CONNECT WITH ALEJANDRA

LinkedIn: Alejandra Ramirez Wells

Instagram: @readycultures

Website: https://www.readycultures.com/ 

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

This week on Lead with Heart, intuitive coach and former jazz musician Shimrit Nativ shares her journey from off-grid living to leading a thriving coaching practice. We explore how nonprofit leaders can reconnect with their purpose, rebuild trust in their intuition, and take aligned action—whether launching bold initiatives or navigating day-to-day pressures.

In this episode:

• [01:43] Meet Shimrit: From off-grid living to intuitive coaching
• [07:15] Listening to your inner guidance - even when the path defies logic
• [14:37] What intuition actually is and how to access it
• [17:01] How to make your vision a reality
• [21:15] What to do when your big vision is met with doubt or skepticism
• [26:00] Practices for nonprofit leaders to reconnect with their “why”
• [30:35] Blending intuition with achievable goals and outcomes
• [32:31] Reframing goals as tools for growth - not just checkboxes
• [34:38] One daily writing practice to activate purpose, clarity, and direction

RESOURCES

DM Shimrit on Instagram with the word energy to receive her free meditation.

Learn more about Shimrit’s three-day workshop here.

CONNECT WITH SHIMRIT

LinkedIn: Shimrit Nativ

Website: https://www.shimritnativ.com/ 

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

What does it really mean to tell stories with heart - and without harm?

In this deeply moving and practical episode of the Lead with Heart Podcast, I’m joined by my brilliant friend Diana Farias Heinrich, CEO of Habrá Marketing and the visionary behind the EQUAstory Framework and the Ethical Nonprofit Summit. Together, we explore the complex terrain of ethical storytelling in the nonprofit sector.

Diana shares her journey from a first-time fundraiser to a leader in ethical marketing, including the powerful moment that transformed how she approached storytelling forever. We unpack how stories can unintentionally exploit and what true informed consent really looks like.

In this episode:

• [02:52] Diana’s powerful story of publishing with unintended consequences and what it taught her
• [06:18] Ethical storytelling and common nonprofit marketing and communications pitfalls
• [09:36] The 4-step EQUAstory Framework for ethical nonprofit storytelling
• [22:00] Why informed consent is a process, not a form
• [24:18] How to gather and share stories while protecting the dignity and safety of your clients
• [26:56] The role of stock photos, trauma-informed practices, and board education in nonprofit communications
• [32:24] The Ethical Nonprofit Summit

Join the Ethical Nonprofit Summit (June 4 - 6, 2025) and use the code leadwithheart for $20 off. 

“ How do I make sure that whatever I publish at the end is something that one, isn't going to put somebody in harm's way? And two, is something that they're proud of?” - Diana Farias Heinrich

“ Informed consent is a process, not a form.” - Diana Farias Heinrich

“  From a marketing perspective, you absolutely need to use photos. It is what drives the internet. [...] But, you can be selective about what kind of photos you use.” - Diana Farias Heinrich

CONNECT WITH DIANA

LinkedIn: Diana Farias Heinrich

Website:

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

Welcome to another powerful episode of the Lead with Heart Podcast, your nonprofit leadership podcast focused on heart-led strategy and sustainable growth. This week, I sit down with Stephanie Sloan, founder of JLC Systems and an expert in streamlining nonprofit operations through effective SOPs.

Stephanie shares her IMPACT Method — a practical framework for evaluating workflows, preventing burnout, increasing donor and volunteer engagement, and preparing your organization for funding success. If you’ve ever felt like you’re building the plane while flying it, this episode is your permission to pause, document, and scale with intention.

In this episode:

• [03:05] Stephanie’s background in processes and systems
• [05:00] Why so many nonprofits struggle with efficiency
• [08:14] How to create an effective SOP
• [13:45] The value of evaluating and documenting processes
• [19:31] Evaluating processes to move from a reactive to a proactive mindset
• [25:19] How small nonprofit teams can benefit from SOPs
• [27:09] Storing SOPs and the people involved in creating them
• [31:09] Stephanie’s IMPACT method for developing organizational efficiency

E42: Empowering Nonprofit Leadership Development and Growth with Kristin Harrington, Partner at Lead Star

“ This is not hard. Just take the one thing that is the most important to your staff and the most important to your mission and make sure it's documented.” - Stephanie Sloan

“If we all ceased to exist tomorrow, would the mission move forward? That’s the power of a well-written SOP.” – Stephanie Sloan

CONNECT WITH STEPHANIE

LinkedIn: Stephanie Sloan

Instagram: @jlcsystems

Website: https://www.jlcsystems.com/ 

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms