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365: The Long Game: Building a Fundraising Career That Lasts (Jim Broschart) Episode SummaryWhat does it take to build a fundraising career that spans decades, and still choose a challenge over comfort when the next opportunity calls? In Episode 365, Jim Broschart, Vice President for Philanthropy and Alumni Engagement at the University of Louisville, shares the leadership philosophy behind a career that has taken him from community health centers in Syracuse to leading NC State’s $2.1 billion campaign, to his latest challenge of building a top-tier philanthropy program at UofL. Jim breaks down what makes a fundraising shop truly effective (hint: it starts with talent, not strategy), how he assesses emotional intelligence in candidates, why organizational health outperforms any strategic plan, and what leaders at every level can do to stay focused on the core work amid constant noise. Practical, candid, and grounded in hard-won experience, this conversation is essential listening for anyone navigating the long game in fundraising leadership. About JimJim Broschart is Vice President for Philanthropy and Alumni Engagement at the University of Louisville, where he oversees the university’s advancement, fundraising, and alumni relations efforts. He comes to UofL from North Carolina State University, where he served as Associate Vice Chancellor for University Development and Vice President of the NC State Foundation, Inc., leading the Think and Do The Extraordinary Campaign, which surpassed its $1.6 billion goal to raise $2.1 billion. Prior to NC State, Jim served as Vice President for Advancement at Binghamton University and held a range of leadership roles at Hartwick College, Syracuse University, and the State University of New York. He holds a bachelor’s degree in health services administration from Ithaca College and an MBA in marketing from Binghamton University. ResourcesConnect with Jim on LinkedInUniversity of Louisville — louisville.eduThe Advantage by Patrick LencioniMastermind Leadership Development Program — Learn moreFollow Your Path to Nonprofit Leadership — and please leave a review!Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com

Episode 364: What Will Your Donor Remember? (Norman Gildin) Episode SummaryFundraiser burnout is real — and with average tenure in the profession hovering between two and four years, the sector is losing talent it can’t afford to lose. In Episode 364, Norman Gildin, a fundraising consultant and author with more than four decades in the field and over $100 million raised, cuts through the noise with the kind of plain-talk wisdom that only comes from doing this work at every level. Drawing on his framework of common sense, moral compass, and his RDC doctrine — respect, dignity, and consideration — Norman walks listeners through what’s really driving burnout, why fundraisers overwhelm donors instead of connecting with them, and how the fundamentals of annual giving, capital campaigns, planned giving, and endowments still come down to patience, persistence, and knowing what your donor actually wants. This is a master class from someone who has lived it, written about it, and is still in the room. About NormanNorman Gildin is a fundraising consultant, author, and sector veteran with more than four decades of experience in nonprofit development. Over the course of his career - which began with a master’s in healthcare administration from George Washington University and an administrative residency at Fairfax Hospital Association - Norm has served in senior leadership roles including executive vice president, directing fundraising strategy across annual giving, capital campaigns, planned giving, and endowments. He has raised more than $100 million under his direction and spearheaded multiple successful campaigns, case statements, and strategic plans for nonprofit organizations. Norman is the author of two books - Learn From My Experiences: A Collection of Essays in Fundraising for Professionals, Lay Leaders, Volunteers and the Public, and Fundraising Insights for Nonprofits (2025) - with a third book currently in development. ResourcesConnect with Norman on LinkedInNorman’s website, essays, and blog — normangildin.comFundraising Insights for Nonprofits by Norman Gildin (2025)Learn From My Experiences: A Collection of Essays in Fundraising for Professionals, Lay Leaders, Volunteers and the Public by Norman GildinDaily Rituals: How Great Minds Make Time, Find Inspiration, and Get to Work by Mason CurryPatton’s Mastermind Leadership Development Program — Learn moreFollow Your Path to Nonprofit Leadership — and please leave a review!Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com

Episode 363: Your Mission Is Clear. Is Your Story? (Brandy Walker) Episode SummaryMost nonprofit leaders are skilled at communicating their mission, but far fewer know how to tell their own story, and that gap is costing them donors, alignment, and influence. In Episode 363, Brandy Walker, M.A., CPC, founder of Brand Worthy Solutions and a former nonprofit fundraiser and educator, breaks down why personal storytelling isn’t self-promotion, it’s strategy. Drawing on her frameworks for trust, team alignment, and clarity, Brandy explains the three story types every leader needs in their toolkit (origin, impact, and transformation), why audience misalignment is the most common fundraising mistake she sees, and how even the most introverted leader can build visibility through a ladder of communication that starts with a simple weekly message. Practical, direct, and immediately actionable, this conversation will change how nonprofit leaders think about showing up, and who they’re showing up for. About BrandyBrandy Walker, M.A., CPC, is the founder of Brand Worthy Solutions and a strategist, storyteller, and trusted thought partner with more than 20 years of experience across education, nonprofit leadership, fundraising, and organizational strategy. A former K–12 educator, seven-figure grant writer, and nonprofit C-suite leader, Brandy stands at the intersection of strategy and storytelling — helping leaders and organizations tell better stories to, about, and for themselves so their work is understood, valued, and positioned for growth. Through Brand Worthy Solutions, she works with leaders navigating personal brand evolution, organizational reinvention, and new chapters of leadership, offering support across brand strategy and positioning, storytelling and messaging, and consulting and advisory services. She is based in Chicago, Illinois. ResourcesConnect with Brandy on LinkedInBrand Worthy Solutions — youarebrandworthy.comUnreasonable Hospitality by Will GuidaraPatton’s Mastermind Leadership Development Program — Learn moreFollow Your Path to Nonprofit Leadership — and please leave a review!Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.comYour Path to Nonprofit Leadership | ArmstrongMcGuire.com/podcasts

362: It’s Never Just the Money: What Donor Psychology Means for Nonprofit Leaders (Marcia Dawood) Episode SummaryMost nonprofit leaders approach fundraising as a logical transaction — make the case, present the data, close the gift. But according to Marcia Dawood, angel investor, author, and TEDx speaker, that approach misses the deeper psychology driving every giving decision. In Episode 362, Marcia draws on her experience investing in 50+ startups and chairing the Angel Capital Association to reveal what truly motivates donors — and it has far more to do with money stories, values alignment, and identity than logic ever will. From unpacking the scarcity mindset that keeps even wealthy donors from giving, to reframing legacy conversations as something donors can experience while they’re still alive, Marcia offers nonprofit leaders a practical shift in how they engage prospects. Listeners will walk away with new language for donor conversations, a powerful group exercise for unlocking money stories at events, and a fresh understanding of why the most effective fundraising ask isn’t an ask at all — it’s an invitation. About MarciaMarcia Dawood is an early-stage investor, author, and advocate for expanding access to capital across both the for-profit and nonprofit sectors. Having invested in over 50 startups and funds, she serves as a Venture Partner at Mindshift Capital, a member of Golden Seeds, and as Chair Emeritus of the Angel Capital Association (ACA), the global professional society for angel investors, where she chaired the board for a decade. Marcia also serves as Chair of the Securities and Exchange Commission’s Small Business Capital Formation Advisory Committee and is the founder and chair of the ACA’s Growing Women’s Capital Group, which builds syndication and collaboration among U.S. investment groups focused on women-led companies. A TEDx Charlotte speaker and host of The Angel Next Door Podcast — now more than 170 episodes — she is the author of Do Good While Doing Well (2024) and Unapologetic Wealth (2026), and served as an Associate Producer on the documentary Show Her the Money, which debuted at the Women’s Film Festival in Philadelphia in 2023. She splits her time between New York City and Charlotte, North Carolina. ResourcesUnapologetic Wealth: Rewrite Your Money Story From Any Beginning by Marcia Dawood — releasing this week! Available on Amazon, Barnes & Noble, and Bookshop.orgConnect with Marcia on LinkedInMarcia’s website and free resources — marciadawood.comThe Angel Next Door PodcastDo Good While Doing Well: Invest For Change, Reap Financial Rewards and Increase Your Happiness by Marcia DawoodBuoyant: The Entrepreneur’s Guide to Becoming Wildly Successful, Creative, and Free by Susie DeVilleFollow Your Path to Nonprofit Leadership — and please leave a review!Learn more about the leadership resources at Armstrong McGuire — ArmstrongMcGuire.com

361: 5 Reasons Your Professional Development Isn't Working (Megan Joseph) Episode Summary Most nonprofit leaders are spending on professional development - and still not seeing results. The workshops get attended, the boxes get checked, and the notebook sits on the shelf. In this episode, Megan Joseph, Founder of Impact Launch, makes the case that the problem isn’t effort or intention, it’s strategy. Drawing on eight years of working hands-on with organizations across the country, she identifies the five reasons PD consistently fails to deliver: disconnected from strategy, scattered and episodic, reactive instead of preventative, aimed at the wrong problems, and lacking the leadership support to translate learning into lasting change. Megan offers a practical framework for measuring real ROI through behavioral change and organizational outcomes - not attendance or satisfaction surveys - along with clear action steps leaders can take in the next 60–90 days. Listeners will walk away with better questions, a sharper PD lens, and one guiding principle: define what success looks like before you spend a dollar. About Megan Megan Joseph is the Founding Director of Impact Launch, a collective of social impact practitioners who partner with nonprofits, philanthropy, and local government to design and implement effective organizational, systems, and community change. Impact Launch supports leaders across leadership capacity building, equity-centered initiatives, strategic planning, and expert facilitation - and to date has worked with over 40 organizations, impacted more than 50,000 teams and communities, and developed over 1,700 leaders through its Radical Transformational Leadership program. Before launching Impact Launch, Megan spent 20 years as a nonprofit leader and practitioner, gaining hands-on experience across nearly every role a mission-driven organization requires - from executive leadership, coaching, and fundraising to the behind-the-scenes work she describes as “mastering the art of hummus procurement.” She has worked across philanthropy, social services, criminal justice, homelessness, economic opportunity, education, and public health, and brings that full range of lived experience to every engagement - grounded in the belief that everyone, regardless of title, has the capacity to lead. Resources Megan Joseph on LinkedInImpact Launch — impactlaunch.orgBook: Radical Transformational Leadership: Strategic Action for Change Agents by Dr. Monica SharmaBook: Clear and Compelling: Communication Strategies for Big Thinkers with Bold Ideas by Salvatore Manzi — past guest on Episode 322Follow Your Path to Nonprofit Leadership — and please leave a review!Learn more about the leadership resources at Armstrong McGuire

360: The ABCs of Grassroots to Grasstops Community Impact (Tchernavia Montgomery) Episode Summary Most nonprofit leaders understand that community impact requires both frontline relationships and institutional influence — but building a strategy that connects those two worlds takes a very different kind of leadership. In this episode, Tchernavia Montgomery, CEO of Care Ring in Charlotte, NC, shares her ABCs of grassroots to grasstops community impact: Authentic Leadership, Board Engagement, and Capital Campaign Navigation. Drawing on five years of leading one of Charlotte’s most vital health and human services organizations through a facility relocation and a capital campaign without a chief development officer, Tchernavia speaks with the directness of a leader who has lived every lesson she teaches — from what vulnerability actually looks like in the CEO seat, to building a board culture that moves beyond governance into genuine advocacy, to the trust-based relationships that made a seemingly impossible campaign possible. Listeners will walk away with a clear picture of what it means to lead from proximity to the problem, and why emotional intelligence and the courage to ask hard questions are the real engine of sustainable impact. About Tchernavia Tchernavia Montgomery is the CEO of Care Ring, a Charlotte-based nonprofit that has served the community since 1955, connecting approximately 10,000 uninsured and underserved individuals each year to primary care, maternal and child health programs, and a $70 million donated care network of more than 1,600 specialists. A licensed clinical social worker with two decades of experience in health and human services, she is a double graduate of UNC Charlotte’s School of Social Work (BSW ’08, MSW ’09). Under her leadership, Care Ring completed a major facility relocation and a successful capital campaign, expanding its capacity to deliver integrated, community-centered care. Tchernavia is a member of the Charlotte Alumnae Chapter of Delta Sigma Theta Sorority, Incorporated, and brings a deep personal commitment to humanizing systems of care — ensuring that every person served feels seen, supported, and able to dream beyond today. Resources Tchernavia Montgomery on LinkedIn — linkedin.com/in/tchernavia-montgomeryCare Ring — carering.orgBlack Love Charlotte — blacklovecharlotte.orgBells Board — bellsboard.comBank of America Study on PhilanthropyBook: The Let Them Theory by Mel RobbinsFollow the Podcast — podpage.com/your-path-to-nonprofit-leadershipMore leadership resources at Armstrong McGuire (ArmstrongMcGuire.com)

359: Why Your Board Is Checked Out (and What Actually Re-Engages Them) (Katie Spencer) SUMMARY When nonprofit leaders say their board is disengaged, Katie Spencer argues the real issue is usually clarity, not commitment. Executives want board members to show up, follow through, and be proactive. But many board members are thinking, “I don’t know what my job is,” where the lines are, or how to be helpful, so disengagement becomes the predictable outcome. Katie explains why more emails and more asks don’t solve the problem in today’s noisy, overloaded environment. Instead, she recommends an intentional reset: get explicit about what the board’s role is right now (and revisit it annually), co-create the board’s work plan for the next 12 to 24 months, and put an accountability system in place so the board holds itself to its commitments. She also stresses early engagement, giving new board members a meaningful quick win within the first 30 days, then another within the first 90. Finally, Katie reframes fundraising expectations so board members can contribute without feeling like professional fundraisers. She shares simple, confidence-building steps, introductions, thank-you calls, and short activation moments built directly into board meetings, so board service becomes real leadership, not passive listening. ABOUT KATIE Katie Spencer is the Founder of Zipline Consulting, where she helps nonprofit boards and executive teams strengthen governance, clarify roles, and build more effective partnerships. She brings 15 years of experience in the nonprofit sector, including national work with Boys and Girls Clubs of America, and more than a decade as a consultant supporting organizations across the country. With training in cultural anthropology, Katie brings a systems lens to board dynamics, spotting patterns, naming disconnects, and helping leaders create practical structures for accountability. Her work frequently includes board retreats, strategic planning, and facilitation that turns board service into real leadership. RESOURCES Zipline ConsultingKatie Spencer on LinkedInAsk Like a Leader by Lauren ReedyLearn more about the leadership resources at Armstrong McGuire

358: What Nonprofit Leaders Need Now: Guidance from Four Sector Experts SUMMARY For this special multi-state panel, we convened four statewide nonprofit leaders: Ivan Canada, Mariane Asad Doyle, Karen Riordan, and Kevin Dean, to explore what organizations need most as they prepare for an uncertain 2026. From financial volatility and policy change to workforce burnout and collaboration, these experts share frontline insights drawn from the thousands of nonprofit leaders they support. Their guidance is clear: diversify funding, strengthen advocacy, engage peer networks, and invest in the wellbeing of your people. The conversation offers timely clarity and practical tools for emerging leaders, mid-career professionals, and senior executives committed to navigating complexity with confidence. ABOUT THE PANELISTS Ivan Canada – NC Center for Nonprofits. Ivan leads statewide efforts in research, policy, and nonprofit capacity-building, helping North Carolina organizations strengthen sustainability and navigate emerging sector trends. Mariane Asad Doyle, Ph.D. – Center for Nonprofit Excellence (VA). Mariane supports organizations across Virginia through governance, advocacy, and rural leadership development, equipping nonprofits to manage workforce strain and policy shifts. Karen Riordan – Together SC. Karen guides South Carolina’s nonprofit ecosystem through peer convenings, leadership development, and a focus on operational excellence rooted in guiding principles. Kevin Dean, Ed.D. – Tennessee Nonprofit Network. Kevin emphasizes organizational resilience, partnership, and the human side of leadership, helping Tennessee nonprofits navigate burnout, collaboration, and long-term sustainability. RESOURCES NC Center for NonprofitsCenter for Nonprofit ExcellenceTogether SCTennessee Nonprofit NetworkArmstrong McGuireFollow the Podcast

357: Rethinking How Organizations Are Built to Change Lives (Logan Herring) Episode Summary Five years after his first appearance on Episode #128, Logan Herring returns with a dramatically expanded vision and impact. What began as an ambitious community revitalization effort has evolved into a nationally recognized model for integrated, place-based change. As CEO of The WRK Group, Logan leads a vertically integrated set of tax-exempt businesses focused on housing, cradle-to-career education, workforce development, and community wellness in Riverside, Wilmington. In this conversation, he challenges leaders to rethink how organizations are structured, funded, measured, and branded. From rejecting the term nonprofit in favor of tax-exempt business, to treating those served as customers, to measuring Net Promoter Scores and social return on investment, Logan makes the case that lasting change requires business discipline, upstream strategy, and the courage to build institutions designed to solve problems permanently rather than manage them indefinitely. About Logan Logan Herring is the CEO of The WRK Group, a collective of tax-exempt businesses in Wilmington, Delaware focused on housing, education, workforce development, and community wellness. Under his leadership, the organization has evolved into a nationally recognized model for vertically integrated, place-based revitalization. Logan oversees the strategic direction of Kingswood Community Center, The Warehouse, and REACH Riverside, aligning infrastructure, programming, and capital investment to address intergenerational poverty through upstream, systemic solutions. He is a frequent national speaker on community development, impact measurement, and sustainable social enterprise models, and continues to advocate for business discipline and long-term accountability in the social sector. Resources The WRK GroupPurpose Built CommunitiesSharehouse (technical assistance initiative of REACH Riverside)Book Recommendation: Jump by Larry MillerFollow Your Path to Nonprofit LeadershipLearn more about Armstrong McGuire

356: AI Without Overwhelm: 4 Insights Nonprofit Leaders Can Use Now (Mary Gallivan) Episode Summary AI is already reshaping how nonprofit teams work, and leaders who avoid it risk falling behind. In this episode, Mary Gallivan, Founder of Joyline Consulting, shares a practical, nonprofit-centered approach to adopting generative AI without fear or overwhelm. Drawing on more than 25 years of experience across fundraising, operations, grant management, and partnership development, Mary explains why AI literacy is quickly becoming a workplace expectation, why adoption is primarily a people and change management challenge, and how clear guardrails can actually speed progress. She offers simple, actionable steps for getting started, from picking one tool and creating a login to using prompts for faster first drafts, better tone, and more time for the human relationships that build trust and impact. About Mary Mary Gallivan, MBA, helps nonprofits and mission-driven small businesses build sustainable capacity by improving how work actually gets done. As the founder of Joyline Consulting, she serves as a capacity partner to leaders and teams, helping them improve operations, adopt AI and modern tools, and implement practical systems that reduce friction, increase effectiveness, and support long-term sustainability. Her work is especially focused on organizations navigating growth, change, or tool overload who want hands-on support, not just strategy decks. Prior to founding Joyline, Mary held leadership roles at CNM Ingenuity, CCS Fundraising, Foundation For The Carolinas, E4E Relief, and the Jimmie Johnson Foundation. She holds a BA from Duke University and an MBA from Queens University and has completed multiple leadership fellowships and civic leadership programs. Resources Mary Gallivan on LinkedinJoyline Consulting WebsiteEveryday AI One Pager (tips, guardrails, and starter guidance)SkillPop, Everyday AIBook: Zingerman’s Guide to Giving Great ServiceFollow Your Path to Nonprofit LeadershipLearn more about the PMA and Armstrong McGuire merger

355: Thinking Differently to Solve Nonprofit Problems (Sarah Tucker) EPISODE SUMMARY: Nonprofit leaders are often expected to solve complex problems with limited resources, increasing pressure, and entrenched ways of working. In this episode, Sarah Tucker introduces the work of Edward de Bono and explains why better outcomes require not just harder work, but different thinking. Sarah unpacks the concept of lateral thinking and how it differs from traditional linear or vertical problem solving. She explains why the human brain gets trapped in familiar patterns and how leaders can intentionally break those patterns to surface new options. The conversation explores practical applications for nonprofit leaders, including how Six Thinking Hats can reduce groupthink, rebalance power dynamics in meetings, and make decision-making more productive and inclusive. ABOUT SARAH: Sarah Tucker is a polymath with a portfolio career spanning journalism, broadcasting, publishing, education and corporate advisory work. An award-winning presenter and lecturer, she translates storytelling and lateral thinking into commercial success for global organisations. Discover more at www.theboardroombard.com and on LinkedIn through keynote talks, boardrooms, classrooms and conferences. Resources and Links: Sarah’s WebsiteSarah’s LinkedInEdward de Bono: Love Laterally by Sarah Tucker:Edward de Bono’s Six Thinking HatsFollow Your Path to Nonprofit LeadershipLearn more about the PMA and Armstrong McGuire merger

354: A Lifelong Learning Framework for Nonprofit Leaders (Kelsey Picken) SUMMARY Nonprofit leaders are surrounded by professional development options - degrees, certifications, conferences, and credentials - but many still struggle to build a learning plan that feels intentional rather than reactive. In this episode, Kelsey Picken offers a practical framework to help leaders step back, clarify their why, and make smarter decisions about how they invest in their own growth. Kelsey breaks lifelong learning into three distinct but connected areas: formal learning (degrees, certificates, and structured programs), informal learning (peer groups, mentoring, reading, and networks), and leadership as multiplication, the idea that helping others grow is one of the most powerful ways leaders deepen their own development. The conversation also explores how organizations and funders can better support leadership development, and why modeling learning from the top matters more than policies or budgets alone. ABOUT KELSEY Kelsey Picken is Senior Director of Legacy Giving at The Dallas Foundation, where she works with donors to build charitable legacies that strengthen communities over time. Based in Dallas, Texas, Kelsey brings experience across multiple nonprofit and philanthropic contexts, with a particular focus on connecting academic learning, professional practice, and leadership development. A lifelong learner herself, Kelsey regularly writes, speaks, and facilitates conversations on philanthropy, credentials, and the evolving expectations of nonprofit leadership. RESOURCES & LINKS The Dallas Foundation Kelsey Picken on LinkedInOrganization mentioned: National Association of Charitable Gift PlannersBook recommendation: Atlas of the Heart by Brené BrownFollow Your Path to Nonprofit LeadershipLearn more about the PMA & Armstrong McGuire merger

Episode 353: Resilience Isn’t Optional: Tools Every Nonprofit Leader Needs Now (Russell Harvey) SUMMARY Nonprofit leaders are operating in a world where change is constant - and the pressure to react quickly can undermine clarity, trust, and team stability. In this episode, Russell Harvey explains why resilience is a leadership capability (not a personality trait) and how leaders can strengthen it without adding more overwhelm. Russell introduces the VUCA framework (Volatility, Uncertainty, Complexity, Ambiguity) alongside the leadership responses that help teams navigate it (Vision, Understanding, Clarity, Agility). He also shares his Resilience Wheel - seven connected elements leaders can develop personally and organizationally, including purpose, adaptability, support networks, meaning, and energy. Throughout, Russell emphasizes reflective practice as a practical discipline: pausing regularly to identify what’s working, what isn’t, and what to do next - so leaders and teams can “spring forward with learning” rather than simply trying to bounce back. ABOUT RUSSELL Russell Harvey is a leadership coach and facilitator based in Leeds, England, and the founder of The Resilience Coach. He works with senior leaders, teams, and organizations across sectors - including the nonprofit and third sector - helping them lead themselves and others well in a “full-on” world shaped by constant change. Russell’s approach blends practical frameworks (VUCA and the Resilience Wheel) with core leadership behaviors: delegating to strengths, removing blockages that prevent performance, building resilient teams, and committing to lifelong personal growth. RESOURCES & LINKS The Resilience CoachResilience Wheel (Russell’s framework + related posts)Russell Harvey on LinkedInBook recommendation: Humankind by Rutger BregmanFollow Your Path to Nonprofit LeadershipLearn more about the PMA & Armstrong McGuire merger

352: Fundraising That Works: Measure What Matters (Greg Warner) SUMMARY Fundraisers often focus on the bottom line—how much money came in—but Greg Warner argues that many nonprofit teams are still flying blind because they don’t track the few metrics that actually explain performance. In this episode, Greg (founder of MarketSmart) explains what leaders and boards miss when they focus only on transactions, and how a small set of operational metrics can dramatically improve fundraising strategy. A major focus is donor lifetime value (LTV)—what it is, why it matters, and how any organization can calculate it using donor lifespan, average gift, and giving frequency. Greg also shares why donors give in proportion to the value they perceive from the relationship, and why shifting from transactions to partnerships leads to stronger retention, smarter prioritization, and more confident, data-informed decisions. ABOUT GREG Greg Warner is the founder of MarketSmart, a fundraising technology company focused on helping organizations identify donor readiness and build stronger donor relationships at scale. He entered the sector from the perspective of a committed donor—frustrated by impersonal, transactional fundraising—and turned that experience into tools and systems designed to help nonprofits deliver more value, improve donor engagement, and raise more major gifts.  RESOURCES & LINKS Fundraising Report CardMarketSmart (resources + tools) Greg Warner on LinkedInTools mentioned: DAF widget, bequest calculator (via MarketSmart site)Book recommendation: Asking About Asking (Kent Stroman)Follow the PodcastLearn more about the PMA & Armstrong McGuire merger

351: Five Finance Skills Every Nonprofit Leader Needs (Stephen Newland) SUMMARY Many nonprofit leaders step into their roles with deep passion for mission, but far less confidence when it comes to finance. In this episode, Stephen Newland, founder of MoneyPath FP&A, breaks down five essential finance skills every nonprofit leader must develop to lead with confidence, reduce risk, and sustain impact. Stephen explains why financial uncertainty is so common in the sector, how organizational growth often triggers financial overwhelm, and why leaders can no longer rely on a simple “there’s money in the bank” mindset. He introduces the idea of cash flow as organizational oxygen, and shares practical ways to forecast cash, use the budget as a strategic tool, and prepare for both downside risk and upside opportunity. The conversation also tackles one of the most persistent nonprofit tensions - restricted versus unrestricted funding - and offers clear guidance on how to tell the financial story in ways boards and donors actually understand. Stephen closes with a powerful reminder: financial confidence doesn’t start with spreadsheets - it starts with curiosity. ABOUT STEPHEN Stephen Newland, CMA is the founder of MoneyPath FP&A, where he provides fractional CFO services to growing nonprofits—most often in the $1M–$10M revenue range. He helps nonprofit leaders save time, reduce financial stress, and make confident decisions through better forecasting, reporting, and financial storytelling. Stephen’s background includes corporate finance, startup advising, and leading a large-scale financial education program—experience that shaped his ability to translate complex financial concepts into practical, mission-aligned leadership tools. RESOURCES & LINKS MoneyPath (free tools, cash flow templates, nonprofit discounts)Stephen Newland on LinkedInBook recommendation: How to Win Friends and Influence People by Dale CarnegieFollow the PodcastLearn more about the PMA & Armstrong McGuire merger!