In this episode of What the Fundraising, Mallory is diving deep into a topic that is often misunderstood yet holds immense potential for nonprofit fundraisers: Family Offices and Philanthropy. Her guest, Kerrie Mitchell, is the Managing Partner at FSO Partners, where she and her identical twin sister advise philanthropists, family offices, and nonprofits on how to maximize impact.

Kerrie unpacks what a family office is, how these high-net-worth individuals manage their giving, and why relationship-building is at the core of accessing this unique donor segment. They explore the Speed of Trust from how to earn it, why it matters, and how family offices think differently from foundations or traditional major donors.

With government funding freezes and economic uncertainty looming, they also discuss why now is the perfect time to start building these relationships. Kerrie shares actionable insights on approaching wealth advisors, creating meaningful donor experiences, and positioning your nonprofit as a trusted partner, all while navigating the nuanced world of ultra-high-net-worth philanthropy.

Kerrie Mitchell is a philanthropic leader and strategist who builds partnerships and mobilizes diverse revenue streams. She has over two decades of experience in national and international fundraising, nonprofit operations, and delivering comprehensive philanthropic services for family offices. She is a believer in innovative and community-led solutions to address the most pressing opportunities for progress in the world.

In this episode, you will be able to:

Get all the resources from today’s episode here. 

Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels.

Stay aligned while working online with a seamless and secure payments experience for your donors and your team.

Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

In this episode of What The Fundraising, Mallory dives deep into a conversation with the trailblazing Birgit Smith Burton. With nearly four decades of experience in fundraising, Birgit has broken barriers, created spaces for belonging, and pushed for systemic change in the nonprofit sector. She shares her journey—from being the first frontline fundraiser of color at Georgia Tech to founding the African American Development Officers (AADO) network, now a thriving community of nearly 4,000 members.

Birgit and Mallory discuss the challenges of leadership, the weight of being a change-maker, and the importance of diverse voices in decision-making spaces. She also gets candid about the personal experiences that shaped her resilience and the mentors who encouraged her to stay the course.

Birgit Smith Burton is the founder and CEO of the African American Development Officers Network and the Immediate Past Chair of the AFP Global Board. She is a seasoned fundraising professional with nearly four decades of experience in the field. She dedicated 11 years of her career to the United Negro College Fund, where they developed their foundational skills in fundraising. Following that, she spent 26 years at the Georgia Institute of Technology, specializing in foundation relations. After retiring from Georgia Institute in 2021, she continued to contribute as a consultant. She joined us today to talk about the challenges and personal impact of addressing systemic inequities in the fundraising sector.

In this episode, you will be able to;

Get all the resources from today’s episode here. 

Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels.

Stay aligned while working online with a seamless and secure payments experience for your donors and your team.

Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

Empathy, respect, and ethical responsibility are rooted in the practice of Trauma-Informed Storytelling. It recognizes that individuals who have experienced trauma often face challenges in regaining control, safety, and agency in their lives. This approach emphasizes giving people the power to decide how and when their stories are shared, ensuring that their dignity is upheld throughout the process. It's about striking a balance between crafting captivating narratives that inspire social change and fundraising while also protecting the well-being of storytellers and listeners. This approach encourages organizations to slow down, embrace small victories, and acknowledge that real change takes time.

Maria Bryan is a speaker, and podcast host who helps storytellers safely gather and tell painful stories by speaking about trauma-informed storytelling. She assists storytellers in safely gathering and telling painful stories. She offers engaging virtual or in-person training for your upcoming conference, summit, retreat, or team/members. Storytellers will feel empowered with actionable insights and resources rooted in kindness and empathy. She joined us today to talk about the power of trauma-informed storytelling and guide us to tell stories ethically. 

In this episode, you will be able to:

Get all the resources from today’s episode here. 

Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels.

Stay aligned while working online with a seamless and secure payments experience for your donors and your team.

Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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.

In this episode of What the Fundraising, Mallory is joined by Christina Martin Kenny, a career fundraiser, consultant, and nonprofit changemaker, who is tackling some of the most persistent challenges in the sector. From unsustainable fundraising models to the high turnover of development staff, Christina is unafraid to speak candidly about the deeply ingrained systemic issues that make fundraising feel so hard—and why she still remains hopeful and optimistic about the future.

Mallory and Christina explore burnout, misaligned expectations, and the harmful "martyrdom mindset" that has been baked into nonprofit culture for too long. This conversation isn’t just about identifying the problems—it’s about solutions. They dive into how to create sustainable change, break cycles of fundraiser turnover, and build healthier, more effective organizations that actually support the people doing the work.

If you've ever felt like fundraising is an impossible, pressure-cooker of a job, this episode will make you feel seen—and hopefully, leave you with a sense of possibility for a better way forward.

In this episode, you will be able to,

- Learn the importance of addressing the hard truths within the nonprofit sector.

- Discover the impact of isolation on mental health and the importance of addressing it to prevent burnout.

- Learn about the systemic issues within the nonprofit sector.

- Learn about the need for organizations to adopt more humane and flexible policies.

- Discover the importance of building relationships in fundraising.

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

In this episode of What the Fundraising, Mallory is joined by Brantley Boyett, co-founder and president of GivingDocs, to unpack the world of planned giving, behavioral science, and the role of AI in fundraising. With a background as a reformed attorney and years of research alongside Duke University, Brantley brings a wealth of insights into how nonprofits can unlock the potential of legacy giving—no matter their size.

Mallory and Brantley break down common misconceptions around planned giving, including why it doesn’t have to be intimidating, and how organizations can integrate AI-driven behavioral insights to communicate more effectively with donors. Brantley shares what nonprofits need to have in place before launching a planned giving program, and how technology can help - but not replace - the essential human relationships at the heart of giving.

If you’ve ever worried that planned giving isn’t for your organization, or if you’ve been hesitant about how to start, this episode is packed with clarity, actionable strategies, and myth-busting insights to help you confidently step into this critical fundraising strategy.

In this episode, you will be able to:

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

In this episode of What the Fundraising, we’re diving into a topic that many nonprofit leaders shy away from—finances. Whether it’s bookkeeping, audits, tax compliance, or financial storytelling, these elements are critical to your organization's success. And yet, so many of us feel overwhelmed, lost, or even avoidant when it comes to our financial health. A trusted financial partner is not someone who just helps you navigate the ramifications of accounting, taxes, and reporting but also ensures that financials align with the organization’s vision, telling a cohesive and compelling story to donors, stakeholders, and the board. Eventually, a trusted financial partner provides the stability and clarity that nonprofit leaders need to focus on what truly matters, driving the mission forward. 

Joining Mallory today is Shane Rowley, co-founder and president of Nimbl, an outsourced accounting firm that specializes in working with small businesses and nonprofits. Shane and his team provide not just financial services, but true partnership—ensuring leaders feel seen, supported, and empowered to make informed financial decisions.

In this episode, you will be able to:

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

In this powerful episode of What the Fundraising, Mallory is joined by Esther Saehyun Lee, a community-centric fundraiser, principal, and founder of Elevate Philanthropy Consulting. Esther brings a critical and necessary perspective to the conversation around fundraising culture, power dynamics in the nonprofit sector, and how we can challenge the harmful aspects of the nonprofit industrial complex.

Mallory and Esther invite listeners to sit in the discomfort of recognizing that we are all complicit in upholding harmful nonprofit structures—and that awareness is a necessary first step toward meaningful change. They explore how fundraisers influence organizational culture, the intersection of individual agency and systemic responsibility, and why fundraisers must lean into values-aligned fundraising rather than perpetuating scarcity-driven mindsets.

If you’ve ever struggled with the tension between the change you want to create and the systems you feel stuck in, this episode will give you insight, inspiration, and practical steps forward.

Tips & Takeaways for Fundraisers:

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

Align your purpose with your actions to inspire growth and nurture well-being!

This week on What the Fundraising, Mallroy is joined by Rebecca Fitzsimmons, the founder of Tactical Harmony, a platform dedicated to holistic leadership and mindset development. With nearly 20 years of global experience, from serving as an NCIS Special Agent to leading in tech, Rebecca empowers professionals to align purpose with ambition, achieve breakthroughs, and lead authentically with impact and fulfillment.

Rebecca explains the concept of holistic leadership, which connects the mind, body, and spirit, and highlights its importance in effective leadership. She talks about the challenges of burnout, especially in the nonprofit sector, and the need for self-care and a positive mindset to prevent it. She offers advice for female leaders on prioritizing self-care without guilt, using practices like breath work and meditation.Rebecca then shares strategies for prioritization, focusing on the 20% of activities that lead to 80% of results, and emphasizes the role of emotional intelligence in leadership, highlighting the importance of self-regulation, stress management, and grounding techniques while encouraging listeners to align their actions with their personal values. 

Key takeaways from the episode: 

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

In this episode of What the Fundraising, Mallory is joined by Arum Lee Lansel, an HR consultant specializing in small nonprofits. Arum’s diverse career spans fashion, philanthropy, venture capital, and organizational effectiveness. She now uses this unique lens to help nonprofits build sustainable, thriving work environments through strategic HR practices.

Human Resources (HR) plays a critical role in shaping a thriving work environment, especially in nonprofit organizations where the demands on staff can be overwhelming. It is more than just compliance or administrative responsibilities; it is about building a long-lasting supportive environment in which people feel respected, encouraged, and enabled to perform to their full potential. HR becomes a crucial partner in achieving a nonprofit's objective and guaranteeing that its staff can flourish by tackling the underlying reasons for burnout, placing a high priority on employee well-being, and making sure leaders are prepared to assist their teams.

Key takeaways from the episode: 

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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

Digitizing nonprofit operations is an important step toward increasing efficiency, scalability, and transparency. As organizations adopt new technologies, the transition from conventional manual processes to digital platforms provides a substantial opportunity to streamline operations, improve data management, and increase fundraising results. However, by carefully embracing technology with an eye toward both immediate results and future expansion, organizations can accomplish impactful outcomes while creating confidence and transparency with donors and stakeholders, allowing them to overcome the set of obstacles associated with this transformation.

In this episode of What The Fundraising, Mallory is joined by Enzo Duit, a tech enthusiast with a background in consulting and software startups. He has a strong background in digital technology and entrepreneurship, and is particularly passionate about using his skills to impact positive change. His career began in the non-profit fundraising field and continued in a big four corporation in technology consulting, focused on business intelligence, data analytics, and automation projects. He joined us today to talk about the benefits and challenges of digitizing nonprofit operations.

In this episode, you will be able to:

Get all the resources from today’s episode here. 

Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform. 

Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there.

Connect with me: 

Instagram: https://www.instagram.com/_malloryerickson/

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.