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Audits may make nonprofit leaders tense, but this discussion reframes the audit process as smart organizational practice rather than a yearly ordeal. Ben Stap of Your Part-Time Controller explains that a nonprofit audit is not simply a compliance exercise. It is an outside review that helps confirm financial accuracy, transparency, and proper use of funds so donors, grantmakers, and regulators can trust the organization’s stewardship.

Ben makes the conversation approachable right away with a memorable comparison: “It’s like having a police car behind you while you’re driving.” That simple image captures why audits feel stressful even when an organization has done nothing wrong. From there, he shifts the focus from fear to preparation. His message is clear: nonprofits that treat every month like audit season are far better positioned when the real process begins.

A major theme of the episode is audit readiness. Ben explains that many of the biggest audit problems come from issues that build up over time, including missed in-kind contributions, unclear treatment of restricted cash, revenue recognition confusion, stale footnotes, and unusual transactions that were never properly documented. His advice is practical: keep policies current, organize records all year, reconcile monthly, and review financial activity regularly so year-end does not become a scramble.

One especially useful takeaway for nonprofits is that audits are not only about finance staff. He points to the value of internal communication across departments, especially when program teams, development staff, and finance professionals need to share information about grants, pledges, and restricted funding. He also offers a smart governance practice: have the board periodically review the vendor list to help prevent conflict-of-interest concerns and support stronger oversight.

Another emphasized point is that nonprofits should decide what they want from an audit relationship. Some organizations need an audit firm that simply reviews and reports. Others need a partner who will answer questions during the year and help them think through complicated nonprofit accounting situations. As he puts it, “Proactive, overreactive is always a good way to go about it.”

00:00:00 Opening Discussion
00:01:19 Why Nonprofit Audits Matter
00:03:45 What Audit Ready Really Means
00:04:35 The Purpose of a Nonprofit Audit
00:06:13 Common Audit Pitfalls to Avoid
00:10:16 Documentation and the PBC List
00:13:15 Policies Procedures and Separation of Duties
00:16:28 Why Communication Drives Audit Success
00:21:05 Monthly Reconciliations and Year Round Prep
00:22:21 Audit Season Timing and Expectations
00:24:40 Turning Audits Into a Useful Tool

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Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
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What happens after the first donation may matter even more than the donation itself! Lauren Laski, Manager of Customer Success at Bloomerang, talks about how nonprofit organizations can build stronger donor relationships, improve retention, and create more reliable revenue over time.

Lauren brings both fundraising and technology experience to the conversation, and she offers a clear reminder that the first donation should never be treated as the finish line. Instead, it should be seen as the start of a longer relationship. Lauren explains the power of prompt gratitude. She shares that when a first-time donor is thanked within 48 hours, they are “four times more likely to make a second gift.” That one practice alone can completely change how a nonprofit approaches stewardship.

The conversation, with host Julia Patrick, also moves into recurring giving, which Lauren describes as one of the strongest tools for long-term donor retention and revenue stability. With recurring donors retaining at a much higher rate, nonprofits can reduce the feast-or-famine cycle that often comes with event-based or year-end fundraising. For organizations trying to build predictable cash flow, this is a major business lesson, not just a fundraising tactic.

Another highlight of the discussion is Lauren’s advice on donor segmentation. Rather than grouping supporters only by gift size, she encourages nonprofits to think about behavior, loyalty, interests, and motivations. That shift can help even smaller organizations communicate in more personal and effective ways. As Lauren says, “Even if you only have 200 donors, they’re not all the same.”

The duo also talk about the 80 /20 communication rule, where most donor communication should focus on impact and connection rather than constant asking. That approach helps organizations move from transactional fundraising to relationship-centered fundraising, which is far more sustainable over time.

Strong donor retention is built through thoughtful systems, timely communication, and habits that make supporters feel seen, valued, and connected to mission results. For nonprofit leaders who want to grow fundraising in a healthier and more strategic way, this conversation offers a terrific roadmap!

00:00:00 Welcome and episode introduction
00:01:48 Meet Lauren Laski from Bloomerang
00:03:16 Bloomerang’s AI tool Penny
00:05:28 The 48 hour gratitude rule
00:10:34 Why recurring giving is retention gold
00:13:40 Segmenting donors by behavior not just dollars
00:18:04 The 80 20 donor communication rule
00:20:49 How often major donors should hear from you
00:23:40 Aligning fundraising and marketing teams
00:27:14 Lauren’s GiveCon invitation and final takeaways

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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

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What happens when four generations share one nonprofit workplace, but each generation brings a completely different relationship to work, authority, technology, flexibility, and purpose? In this eye-opening conversation, Julia Patrick sits down with Katie Warnock of Staffing Boutique to explore one of the most consequential workforce shifts facing nonprofit leaders right now: the rise of Gen Z in the sector.

Katie explains that this next-generation workforce is digital-first, mission-aware, highly collaborative, and deeply resistant to outdated systems and top-down leadership habits. For nonprofit organizations, that creates both friction and opportunity. If your internal operations are clunky, if your leadership style depends on “because that’s how we’ve always done it,” or if your organization cannot connect daily work to visible impact, younger talent may not stay long. As Katie puts it, “Mission alignment is huge.”

This discussion goes far beyond stereotypes about younger workers. Instead, it frames the issue as a strategic business matter for nonprofits. Retention, recruitment, management structure, workplace flexibility, and leadership communication all come into play. Katie makes a powerful distinction between work-life balance and work-life integration, noting that younger workers are not willing to sacrifice mental health, fitness, hobbies, or autonomy for a job title. They want work to fit into life, not life to be consumed by work.

The conversation also reaches into fundraising and donor behavior. Julia and Katie connect the workforce conversation to the next wave of philanthropic engagement, pointing out that younger donors often want proof, performance, and measurable outcomes rather than emotional appeals alone. Katie says it plainly: “They want to know the numbers before they launch a project.” That same instinct shows up in how they evaluate employers, missions, and charitable giving.

For nonprofit executives, this episode is a call to rethink leadership assumptions. The next generation is not waiting to adapt to legacy culture. Organizations that want to attract talent, retain strong performers, and earn long-term donor trust will need to respond with sharper systems, better communication, real flexibility, and visible evidence of impact.

00:00:00 Welcome
00:02:00 Who Is the Next Generation Workforce
00:03:27 Digital First Expectations and Tech Credibility
00:05:04 Real Time Information and Leadership Tension
00:08:26 Mission Alignment as a Retention Strategy
00:10:08 Portfolio Careers and Work Life Integration
00:12:32 Group Projects Collaboration and Managing Directives
00:17:10 Flexibility Remote Work and Performance Expectations
00:20:39 Why In Office Roles Are Harder to Fill
00:24:18 Data Driven Thinking and Younger Donor Expectations
00:27:15 What Nonprofits Must Change to Reach Gen Z

#TheNonprofitShow #NonprofitStaffing #WorkforceStrategy

Find us Live daily on YouTube!

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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