Fundraisers Friday is back, and Julia C. Patrick and Tony Beall (Mr. Nonprofit Consultancy) tackle a topic that quietly runs the business side of fundraising: donor tier levels. If you’ve ever stared at your donor list and wondered, “Where do we start, and how do we keep this manageable?” this episode is your playbook.

They begin with the “why.” Tony frames donor tiers as a practical operating system, not a fancy fundraising accessory. Done well, tiers let you personalize messaging and protect your time by matching stewardship to giving level and relationship needs. In other words: less guessing, more intentional workflows. Tony puts it plainly: “The tiers really help you… organize your workflow and your bandwidth.” That’s a business benefit every nonprofit can appreciate, whether you’re running development solo or leading a full team.

Julia reinforces that tiers help organizations stop spinning their wheels. Once you know who’s in which group, you can plan communications, offers, and engagement with purpose instead of defaulting to blank-stare marketing meetings. As she says, “It kind of like helps you steer the ship.” The cohosts also emphasize that tiers are not “grades.” You’re not ranking human worth—you’re segmenting so you can communicate better and build a healthier donor experience.

From there, they move into how to set tiers responsibly: start with your giving data, avoid “one-size-fits-all,” and keep the number of tiers realistic (think three to six for most organizations). They also talk about naming your tiers for easier internal coordination and stronger external marketing—especially when the names align with your mission or community identity.

A standout real-world lesson comes from Julia’s local public radio example: a tiny, smart monthly ask (“just $5 more”) designed to move sustainers up a level. The business takeaway? When tiers are built on data and paired with clear value, you can create predictable pathways for donors to grow with you—without making it feel heavy or salesy.

00:00:00 Welcome to today’s topic donor tiers
00:01:10 Who Julia Patrick and Tony Beall are
00:01:42 The Architecture of Fundraising book and why it helps
00:03:48 Why donor tiers matter personalization and bandwidth
00:06:33 Build tiers from your own giving data
00:07:10 Donor tiers are not donor grades
00:08:37 How many tiers is too many three to six
00:09:16 Donors vs members and tier differences
00:10:16 Monthly sustaining donors as a unique tier

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.com
Visit us on the web:The Nonprofit Show

Finishing the year “strong” is not just a slogan for nonprofit leaders; it’s a finance and operations project. Regional Director Ellie Hume from Your Part-Time Controller walks through five concrete steps to wrap up the year with fewer surprises and more control.

She starts with yearend giving appeals. Too many organizations accidentally lock donations into narrow buckets by saying things like “your gift will buy two backpacks.” Donors then reasonably assume their dollars can only be used for that purpose. Ellie urges development and finance to work together on language so appeals connect to mission without boxing funds into restrictions the organization never intended.

Next, she turns to scenario planning and timing. December is often halfway through the fiscal year for June 30 year end organizations and just after the budget has been approved for calendar year nonprofits. That makes it a perfect time to revisit assumptions, test “what if” scenarios, and adjust to shifting funding realities instead of waiting for a crisis.

Ellie then pairs this with strategic planning, reminding viewers that a three or five year plan can’t sit on a shelf. Boards and executives need to treat it as a shared roadmap, check progress regularly, and bring staff into the conversation. As she puts it, “If your staff is not bought into your strategic plan, it's going nowhere.”

Finally, she gets very practical: start 1099 and audit preparation now. Confirm W 9s, addresses, tax IDs, and vendor coding before January chaos sets in. Pull last year’s audit checklist, gather board minutes, grant agreements, policies, and make sure reconciliations are current. That preparation reduces stress for finance, the executive director, and external partners, and it frees up capacity when the sector is under increased scrutiny.

Throughout, Ellie frames finance as a strategic partner, not just report producers. The goal is a nonprofit that is calm, compliant, and ready for whatever the new year brings.

00:00:00 Welcome and Ellie Hume introduction
00:02:30 YPTC growth and new Chicago and Seattle offices
00:05:30 Why relationships matter in nonprofit finance
00:07:20 Year end appeals and unintentionally restricted gifts
00:11:45 Scenario planning at calendar and fiscal year midpoints
00:14:20 Keeping multi year strategic plans active and shared
00:18:30 Getting staff genuinely engaged in the strategy
00:19:50 Early 1099 preparation and W 9 best practices
00:22:10 December audit prep using last year checklists
00:24:45 Reducing stress and freeing finance to be strategic

#YearEndNonprofitFinance #NonprofitAccounting #TheNonprofitShow

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.com
Visit us on the web:The Nonprofit Show

Around the world, women and girls walk long distances every day to fetch water, losing education, income, and safety in the process. On this global episode of The Nonprofit Show, we welcome Shilpa Alva, founder and executive director of Surge for Water, beaming in late at night from Samarkand, Uzbekistan. From the first moments, Shilpa reframes water as a gendered economic issue, not just an infrastructure problem. As Shilpa puts it, “The water crisis is a woman’s crisis” — and it is also a profound injustice baked into race, gender, and geography.

Shilpa walks us through Surge’s “water plus” model: safe water, sanitation, hygiene, and menstrual health, all rooted in a woman centered, community owned approach. Surge does not parachute in solutions; it backs local leaders in rural Uganda, Indonesia, and Haiti so they can design and manage what their communities truly need. For nonprofit executives, the business implications are huge: the World Bank estimates a twenty one to one return for every dollar invested in comprehensive water access, yet most funders still treat water as a narrow infrastructure line item instead of a generational prosperity strategy.

The conversation then moves into power, money, and the shifting landscape of international aid. With government funding cuts shaking the sector, organizations that once relied on large public grants are now competing for the same corporate and individual donors as smaller NGOs. Surge has navigated this by diversifying its revenue model between the United States and Dubai, and by building creative fundraising events that attract sectors like design and architecture into the water conversation.

Shilpa is candid about decolonial practice and the uncomfortable truth that international NGOs are part of a historic power structure. Surge actively works to reduce that power imbalance so local partners shape solutions and control implementation. SurgeForWater.org shows us all how to align mission, funding strategy, equity, and storytelling.

00:00:00 Global welcome and introducing Shilpa Alva from Uzbekistan
00:02:23 What Surge for Water does and the water plus model
00:04:03 Why the global water crisis is a women centered injustice
00:07:01 Lost hours, education, and income cost of water collection
00:08:52 Respecting local roles while shortening the walk and reducing harm
00:11:37 Making distant donors care storytelling and climate connections
00:13:13 Creative events and interior design partners as a fundraising engine
00:14:50 Aid cuts, USAID shifts, and new competition for nonprofit funding
00:15:52 Decolonial practice and sharing power with local leaders
00:21:18 How Surge builds trust with next generation donors and partners
00:22:46 Metrics versus stories choosing humanity while still tracking results
00:27:23 Funding wins, 2026 expansion plans, and Shilpa’s hopeful vision

#TheNonprofitShow #WaterJustice #WomenInLeadership

Find us Live daily on YouTube!

Find us Live daily on LinkedIn!

Find us Live daily on X: @Nonprofit_Show

Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
12:30pm ET 11:30am CT 10:30am MT 9:30am PT

Send us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.com
Visit us on the web:The Nonprofit Show