As remote work settles into the nonprofit landscape, what does the future of flexible staffing really look like? Dana Scurlock, Director of Recruitment at Staffing Boutique, returns to unpack this pressing issue—and she doesn’t shy away from the complexity.

Dana brings clarity to the evolution of work-from-home (WFH) culture. Initially a crisis response, WFH has now become a defining workplace feature—but not without its complications. “There's that last 20% that is still kind of missing when I have every one of my staff working from home,” she notes, identifying a growing tension between productivity and presence. Her insight? A hybrid future, tailored to roles and individuals, is the most sustainable path.

“People realized how much work could actually be done from home—and how much they saved on commuting. But now the challenge is recapturing the good moments from the office without giving up the freedom we’ve gained.”

Dana highlights the value of defining expectations early in the recruitment process, especially in a labor market where job candidates expect flexibility—and employers risk losing top talent if they can't deliver. She shares how Staffing Boutique remains nimble in supporting nonprofit clients with both temporary and direct-hire roles, ensuring cultural fit, skills alignment, and strategic placement.

The conversation peers into overlooked topics: professionalism in Zoom culture, generational challenges in remote onboarding, and the need for virtual branding consistency. Dana encourages nonprofits to take remote work as seriously as in-office dynamics: “Maybe as an organization, everybody has the same background… there’s no reason branding can’t extend to Zoom.”

Dana’s expertise shines in offering practical solutions: shared in-office days for hybrid teams, clear time zone and availability protocols, and setting up accountability systems before remote work begins. And she makes a compelling case for investing in younger or less experienced hires who may lack foundational office experience.

Dana leaves us with a new lens on what it means to manage talent, connection, and output in a decentralized world. If your nonprofit is still navigating remote staffing, this is the conversation you didn’t know you needed.

00:00:00 Welcome and guest intro

 00:02:00 What Staffing Boutique does for nonprofits

 00:04:30 Nonprofit-specific recruiting: temp vs. permanent

 00:06:45 Hiring in a crisis vs. planning ahead

 00:08:00 How WFH reshaped staffing needs

 00:10:20 The missing 20% of productivity

 00:12:30 Why hybrid might be the best compromise

 00:14:30 Who thrives in remote work—and who struggles

 00:18:00 Structuring roles for remote success

 00:20:00 Zoom professionalism and expectations

 00:23:00 Branding consistency in remote meetings

 00:26:45 Final tips for managing remote teams

 #NonprofitWorkforce #RemoteManagement #HybridStaffing

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If setting fundraising goals gives you a headache, this episode of Fundraisers Friday is the relief you didn’t know you needed. Our cohosts unpack the complexities of data-informed goal setting with a mix of practicality, good humor, and insight born from the frontlines of nonprofit leadership.

Right from the start, Tony Beall shares his signature "Magic 3" approach: “Three years of past performance is the sweet spot. Go further back, and the trends get stale.” It's not about choosing arbitrary numbers or crossing fingers for a miracle. It's about examining actual fundraising performance across all your revenue channels—events, major gifts, recurring donations—and understanding what those data points mean for the future.

“Don’t just pick a number and yell ‘Bingo!’” Tony quips, debunking the idea that fundraising targets are about gut feelings or guesswork. Instead, he offers a framework where budget goals are built from pipeline reality, retention rates, and channel-specific growth capacity.

Julia Patrick adds, “A lot of boards still think in binary—hit the number, you're a hero; miss it, you’re out. But it's so much more layered than that.” The two discuss how capacity building (staffing, tech, infrastructure) is too often overlooked in budgeting—even though it's the engine that powers results.

The show also digs into predictive metrics, the future of AI tools in analysis, and the shifting cultural values around growth for growth’s sake—and packed with actionable advice, real-world insight, and a fresh reminder that data isn’t dry—it’s your path to smarter, saner fundraising.

00:00:00 Welcome

 00:01:31 Why fundraising goals cause stress

 00:02:10 The “Magic 3” years: smarter goal planning

 00:04:22 Breaking fundraising into revenue lanes

 00:06:28 Identifying and solving fundraising gaps

 00:08:48 The post-pandemic data reset

 00:13:55 Capacity building vs program growth

 00:22:01 Boards, ambition, and goal realism

 #DataDrivenFundraising #NonprofitGoals #CapacityBuilding

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Auctions are far from obsolete—and the data proves it. We sit down with Karrie Wozniak, Chief Marketing Officer at OneCause, and Sarah Sebastian, Director of Corporate Communications, to dive into their comprehensive “State of Nonprofit Auctions” report. Backed by responses from over 1,000 donors and nonprofit professionals, this conversation might transform how you perceive auctions in today’s fundraising landscape.

The core takeaway? Nonprofit auctions are not only surviving—they're thriving. According to the report, 77% of nonprofits saw consistent or increased auction revenue last year, and 90% expect that growth to continue. “Auction donors are some of the most generous people we see,” Karrie shares. “The average donation per auction donor is $529—more than double that of social donors.” That stat alone reframes the perceived value of auctions!!

Even more compelling: the donor experience is changing. Gift cards, not fine art or rare collectibles, top the list of most bid-on items. “People want tangible, usable items,” adds Sarah. “Less than 20% of attendees are even interested in collectibles.” Their findings challenge long-held assumptions and provide a roadmap for curating auction items that attract a wide donor demographic.

Technology, not surprisingly, is a game-changer. From outbid notifications to AI-style item suggestions, Gen Z and millennial donors are raising the bar. 65% of younger donors want real-time text updates, and 60% favor “Buy It Now” options. “These digital-first behaviors can’t be ignored,” Sarah says. “They signal expectations nonprofits need to meet to stay competitive.”

The impact doesn’t end when the auction closes. The long-term data speaks volumes: 83% of attendees said they became annual donors, 64% would give monthly, and 91% said they’d make another one-time donation within the year. “This isn’t just about one night,” Karrie describes. “It’s a strategy for lifelong donor engagement.”

From shifting generational preferences to the rise of hybrid events, this lively episode delivers useable ideas and data that will leave fundraisers rethinking their auction playbooks.

00:00:00 Intro and Guest Welcome  
00:01:28 What OneCause Does  
00:03:54 Evolution of Auction Technology  
00:06:22 Origins of the Auction Research  
00:08:05 Do Auctions Still Work?  
00:09:43 Auction Donors Are More Generous  
00:13:05 Top Auction Items by Popularity  
00:16:24 Everyday Donors and Item Accessibility  
00:18:33 Virtual Auctions and Broader Reach  
00:20:08 Long-Term Donor Engagement from Auctions  
00:24:11 Generational Differences in Auction Behavior  
00:26:47 How Many Items Should You Include?

#NonprofitFundraising #AuctionStrategy #DonorBehavior

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We chat with Jeff Young, Senior Vice President at First Bank, about why your nonprofit absolutely needs a good banker—and it's probably not for the reasons you think. Jeff breaks down exactly why banks see nonprofits as desirable clients and how having a strong relationship with your banker can open doors to some unexpected benefits.

Jeff shared that banks don't just see nonprofits as checking and savings accounts; they genuinely want to support organizations doing good in their communities. Surprisingly, there's even federal encouragement under the Community Reinvestment Act (CRA), where banks get ratings for their community engagement—so working with nonprofits actually helps banks, too. "Good banks want to do good for their communities," Jeff explains, "and what better way to do that than support the organizations that actually have boots on the ground?"

But how do you make sure you're getting the most out of your banking relationship? Jeff emphasized asking the right questions—especially whether your bank has experience specifically working with nonprofits and if they offer special products like discounted fees and preferred rates. Also crucial is finding someone at the bank who genuinely believes in your mission. Jeff mentioned that bankers who truly connect with your organization's purpose will become internal advocates, helping secure better deals and even promoting your cause within their network.

Should your banker join your nonprofit's board? It's possible, Jeff says, but proceed carefully. He highlights the importance of maintaining clear boundaries to avoid conflicts of interest, especially when it involves lending and financial incentives. A better practice might be for the banker to provide advice while another team member handles specific transactions.

Jeff also clarified the roles of various financial professionals on nonprofit boards, explaining that accountants look at historical financials and compliance, investment professionals focus on asset management, and bankers are forward-looking, helping nonprofits strategically plan growth and manage risk. Having these diverse perspectives ensures stronger decision-making.

Lastly, Jeff gives practical advice for organizations looking to deepen their banking relationships. Start with your local branch manager, ask about nonprofit-specific services, and leverage LinkedIn to find bankers already active in your community. He also encourages tapping your current board's network, as existing members often have strong banking relationships that can benefit your organization.

The conversation wraps up with an engaging look at best practices for nonprofit financial management, highlighting that proactive, relationship-based banking is always better than reactive scrambling when problems arise. By building solid relationships with bankers early, nonprofits can secure more than just financial support—they gain committed partners who are truly invested in their success.

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When a nonprofit reaches a pivotal moment of transition, the question arises: who will guide it through the unknown? Jeffrey Wilcox, President of Interim Executives Academy, and Anne Wilson, Peer Advisor and Faculty Member, share the wisdom earned from years of navigating the space between permanent leadership.

Jeffrey opens with a profound reminder: "The mission is the navigation piece. Our partnership delivers on that mission." His emphasis on 1) clarity, 2) culture, and 3)character forms the backbone of what makes the interim-board relationship not just functional—but transformative.

Anne brings lived experience as both an interim and a mentor. "There’s a liberation in being an interim,” she says. “It’s not forever—and that gives you the freedom to recalibrate an organization with truth and transparency.” Her belief in candid communication, mutual accountability, and role integrity sets the stage for a purposeful engagement.

The conversation turns toward common missteps—particularly the temptation for boards to see interims as tryouts. Both guests agree: this misses the opportunity to evolve, a word they purposefully use instead of “change.” Jeffrey explains, “Organizations that feel like they need to change create a different culture than those excited to evolve.”

They also dive into the relationship between the interim executive and the board chair, revealing that this duo can either ignite or impair progress. Jeffrey argues that "a board chair must steward content, culture, and character" and if that role is undefined or misaligned, the interim shouldn’t accept the post. Anne reinforces the necessity for weekly check-ins, early engagement, and shared urgency.

Both guests stress the unique modeling opportunity an interim provides—not just in delivering outcomes, but in demonstrating behaviors: listening deeply, planning incrementally, and celebrating progress. “We want data. We want truth. We want to speak with authenticity,” Jeffrey says, urging boards to shed fear and welcome honesty.

Whether you're a seasoned board member, an interim executive, or a curious observer of nonprofit leadership, this elevating conversation offers a roadmap to rebuild, recalibrate, and evolve. It doesn’t just make the case for interim leadership—it makes the process feel both practical and full of possibility.

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We take a no-fluff approach to unpacking the real, often unspoken stressors that nonprofit fundraisers face. Cohosts Julia C. Patrick and Tony Beall dissect why development teams are overwhelmed—and what can be done about it.

This episode isn’t just a venting session—it’s a strategic reality check. It challenges nonprofit leaders to re-evaluate their expectations, timelines, and tech support, and to build internal systems that actually empower fundraisers.

Tony kicks things off with clarity: “Goal setting has to be done around data, history, and trends. It’s about future forecasting that’s actually grounded in reality.” He and Julia tackle a shared frustration: goals imposed from the top down with no involvement from development professionals. The conversation drills into how unrealistic fundraising targets, particularly when arbitrarily increased by boards or leadership, can lead to burnout, disengagement, and even job insecurity.

Julia adds, “We can’t just say, ‘Here’s the goal. OK, bye.’ We have to understand how to get there and why it matters.” From her candid recount of a story about a decades-long trust manager being asked to speak at clients’ funerals, Julia drives home that real donor relationships take time—and too often, organizations don’t allow that time.

Another sharp critique centers on short fundraising timelines. Tony explains that when leadership procrastinates or underestimates the runway required, it places unfair and urgent pressure on development teams. He urges organizations to share that burden across leadership—not just pile it onto fundraisers’ shoulders.

They also break down the communication chasm between marketing and development. As Tony states, “Marketing tells the story, but development and programs create it.” You’ll see how he argues that both departments should fall under the same leadership umbrella to ensure cohesive strategy and a united donor experience.

A particularly powerful segment looks into the anxiety of job security when unrealistic goals are not met—something many fundraisers silently battle. Tony shares a story from South Florida where a seasoned fundraiser is facing impossible expectations with no organizational adjustment or empathy. Despite loving the mission, the fear of being let go is real.

The fast-paced dialog concludes with a powerful call to action: invest in the tools that support development. Whether it's CRM systems, AI platforms, or community foundation grants, fundraisers need the infrastructure to succeed. Tony suggests “Don’t feel guilty about investing in tools. These are vital for serving your community better.”

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When finance and mission meet, it's often a delicate dance—but Terri Sorrentino, Director of Finance and Administration at Friends of Karen, shows that collaboration can be both powerful and transformative. In this candid and compassionate episode, Terri walks us through how her organization supports families of children facing life-threatening illnesses and how operational departments—often hidden from public view—become the engine behind meaningful impact.

FriendsOfKaren.org serves over 1,200 children annually, most battling cancer. What sets them apart? A comprehensive approach that uplifts the entire family—from social workers who visit homes and hospitals to child life specialists focused on siblings, all delivered with empathy and financial relief. Yet behind this emotional mission is a finely tuned financial machine—and a finance leader who sees herself not as a gatekeeper, but a guide.

Terri shares the often unseen tension between program needs and accounting rules, especially in emotionally charged scenarios. "Everyone has their role and every role is important...we're all trying to get to the same place, which is to help the families," she shares. Her approach centers on open communication, mutual respect, and ongoing staff education on budgeting and reporting.

Terri also dives into the evolving demands of grant reporting, emphasizing that funders now want more than expense breakdowns. They seek data-driven impact narratives that quantify emotional and advocacy-based work—especially the cost of social workers, a vital but often overlooked pillar of the mission.

This informative dialog explores how organizations can better prepare for audits without compromising compassion, and how relationships between finance, fundraising, and programming must be built on shared goals, not silos. Through storytelling and systems thinking, Terri exemplifies how to lead with heart and structure—ensuring that every dollar, spreadsheet, and report ultimately serves the mission.

00:00:00 Welcome and guest introductions

 00:02:29 Mission of Friends of Karen

 00:03:35 Sibling support and family-centered care

 00:05:11 How COVID strengthened operations

 00:06:47 Finance’s role in a mission-driven nonprofit

 00:07:40 Three pillars: fundraising, finance, programming

 00:10:09 Managing stress across departments

 00:12:27 Building comfort with budgeting and numbers

 00:15:04 Balancing compassion with compliance

 00:16:30 The growing demands of grant reporting

 00:21:12 Fast vs. meaningful reporting

 00:24:26 Defining true mission costs for donors

 #NonprofitLeadership  #MissionDrivenImpact

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Drew Moran, Chief Development Officer at Nourishing Hope, joins our cohosts,Julia Patrick and Sherry Quam Taylor, for a conversation that blends visionary thinking with practical strategies. From the moment the discussion begins, you’ll see that this is more than a typical food pantry story. Drew’s journey—from volunteer manager to a leader at a $20 million organization—illustrates how a commitment to innovation and compassion can drive exponential growth. You will be energized by the candid dialogue on marrying development and technology to better serve communities in need.

At the heart of the conversation is the imperative for nonprofits to invest in smart technology. Drew provides data, making a clear point: digital tools are not a luxury but a necessity for modern service delivery. By integrating a CRM, electronic medical records, and online ordering, Nourishing Hope streamlines operations, attracts forward‑thinking funders, and reduces barriers, all while honoring the dignity of the clients it serves.

Nourishing Hope, formerly Lakeview Pantry, has transformed over its 55‑year history, leveraging technology to expand its reach beyond Chicago’s north side. Under Drew’s leadership, the pantry launched the city’s first online market in 2019 and recently celebrated its 100,000th service. Combined with free mental healthcare and social services for over 55,000 individuals, the organization delivers more than 200,000 distinct services each year. This wrap‑around approach ensures every person who walks through its doors receives not just a meal, but respect and the tools needed to thrive.

Sherry and Julia spotlight the importance of a values‑aligned team and trust‑based philanthropy in driving impact. Drew emphasizes that fostering a culture of flexibility and abundance enables volunteers, staff, and donors to become co‑creators of change. From recruiting 7,000 annual volunteers to partnering with visionary foundations, the organization’s success hinges on building authentic relationships. This fast paced episode offers an actionable blueprint for nonprofit leaders seeking to adopt an entrepreneurial mindset—one that invites risk, prioritizes client experience, and leverages strategic partnerships to achieve sustainable growth.

Whether your mission is feeding families, providing mental health support, or reimagining service delivery in your community, this episode delivers the inspiration and insights needed to turn bold ideas into reality.

00:00:00 Welcome and introduction  

00:02:17 What is Nourishing Hope? Growth & mission  

00:04:09 Bringing dignity through wrap‑around services  

00:07:04 Why tech investments are essential  

00:10:59 Meeting clients digitally & preserving privacy  

00:14:15 Imagination as a fundraising advantage  

00:17:09 Cultivating a flexible, values‑driven team  

00:21:38 Tracking impact: metrics & storytelling  

00:26:28 Shifting narratives in trust‑based philanthropy  

 #TechForGood #DignityInService #NonprofitInnovation

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We are joined by Srikar Chinam, CEO of KarmaSuite, for a conversation that flips conventional grant thinking on its head. While most nonprofit leaders pour their energy into winning grants, Srikar urges the sector to focus just as hard—if not more so—on what comes after the win: post-award grant management.

Srikar explains that managing grants isn't just about compliance; it's about aligning multiple stakeholders, vocabulary sets, and reporting requirements—all while staying within highly specific timelines and budgetary restrictions. “It’s absolutely a spreadsheet nightmare out there,” he says, describing the all-too-familiar scenario of finance teams scrambling to reconcile expenses manually in donor-specific formats. For organizations juggling five to seven grants or more, the administrative load becomes unsustainable!

The conversation digs into why nonprofits often find themselves underprepared for this reality. “If you leave money on the table, that means the donor has missed their impact goals because of you,” warns Srikar, pointing to how such gaps can erode credibility and diminish future funding opportunities.

From federal grant freezes to the internal silos between development, finance, and programming, the conversation paints a vivid picture of a sector straining under outdated processes. Srikar shares that Karma Suite is designed not to replace accounting systems, but to sit atop them—removing 75% of the manual work currently managed through spreadsheets and late-night email chains.

One of the most impactful observations in the episode? The disconnect in language between departments and between nonprofits and funders. “Programs control the spending, but they’re not finance experts—and finance teams don’t always have the program context,” says Srikar, emphasizing the importance of connective tools that unify these voices.

From fiscal uncertainty to renewed donor expectations, the stakes have never been higher. But KarmaSuite’s tech-forward solution feels approachable, logical, and needed. With user-friendly integration and swift onboarding, it’s a promising answer to a huge overlooked problem.

00:00:00 Welcome and guest introduction

 00:01:49 What is Karma Suite?

 00:03:03 Why grant management is more than getting the check

 00:04:30 Restrictions, expiration dates, and manual allocation

 00:06:38 Spreadsheet overload: why current tools fall short

 00:11:02 Disconnect between finance, programming, and fundraising

 00:13:51 Grant mismanagement: how common is it?

 00:16:21 Understanding funder expectations and impact goals

 00:19:01 Software, process, and people: what’s missing

 00:22:23 Federal funding freezes and reimbursement delays

 00:24:56 Accuracy in reporting matters more than ever

#GrantManagement

 #NonprofitFinance

 #ImpactStrategy

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Our cohosts deliver a practical conversation on cultivating relationships with high net worth (HNW) donors. They explore how nonprofit organizations of all sizes can define what “high net worth” means in their context, identify aligned individuals, and thoughtfully steward them toward transformational giving.

Tony Beall opens with a foundational point: “We need to define what high net worth means for our own organization—because it looks different depending on your size, mission, and goals.” This nuance sets the stage for a broader conversation that deconstructs common assumptions about wealth and reminds nonprofit professionals that big gifts are rooted in deep, intentional relationships—not cold outreach.

Rather than chase only new wealth, Tony urges nonprofits to begin by mining existing donor data. “Let’s start with who already cares about our mission. We can often elevate those relationships before even casting a wider net,” he shares. The advice is practical and encouraging, especially for smaller teams with limited capacity.

Julia Patrick and Tony also touch on the human side of fundraising—empathy, trust, and consistency. Julia shares a personal story about securing her first $1 million donation, which came not over a fancy lunch, but at a modest cafeteria. “He told me he had grown up without enough to eat, and seeing all that food reminded him of how far he’d come. For him, that was luxury,” she recounts. It’s a moving reminder that motivations are deeply personal—and often surprising.

From prospecting strategies like leveraging SEC filings, Google Alerts, and local business journals to understanding the long timelines involved in major gift cultivation, the episode offers a balanced blend of emotional intelligence and tactical guidance.

As Tony puts it, “Patience and consistency are what build trust—not just with donors, but with the broader community.” And that trust, over time, is what unlocks major gifts.

00:00:00 Welcome to Fundraisers Friday

00:00:20 Julia praises Tony's impact on the sector

00:02:00 What does “high net worth” really mean?

00:03:50 Why your organization needs its own HNW definition

00:07:05 Start with your current donors

00:10:15 Tools for identifying HNW prospects

00:13:20 Using local journals and social registers

00:18:10 Understanding donor motivations

00:22:00 A powerful story about humility and generosity

00:23:30 The two-year major gift timeline

00:26:00 How trust drives long-term giving

00:29:00 Closing thoughts and sponsor thank you

#MajorGiftStrategy #DonorEngagement #NonprofitLeadership

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Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
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