What if the people we call donors are actually investors? And what if this subtle shift reshapes expectations, power, professionalism, and even the identity of philanthropy itself? Julia C. Patrick and Tony Beall challenge one of the nonprofit sector’s most deeply rooted labels.

Julia opens the conversation by admitting she’s ready to change her own vocabulary, saying, “I’m going to really work hard to say investor, because I think you’re right—this is the way we need to go.” Her candor sets an energetic tone for a conversation that questions long-held nonprofit norms while encouraging fundraisers to rethink the relationship they build with contributors.

Tony expands on how much the terminology already shapes his practice. “It’s pretty much standard for me now to speak of donors as investors,” he explains, noting that while the marketplace may not fully be prepared for the switch, fundraisers can begin reframing relationships in ways that strengthen professionalism, transparency, and long-term engagement.

The conversation provocatively asks whether “donor” — rooted in the Latin donare, meaning to give — unintentionally implies release, relinquishment, or even detachment. Meanwhile, “investor,” drawn from investire, meaning to clothe or furnish power, places the contributor inside the organization’s journey, not on the sidelines.

From this vocabulary shift springs a lively exploration of expectations. A donor may hope the gift “does good,” while an investor wants measurable progress, long-term capacity building, and consistent communication tied to real results. That distinction pushes nonprofits toward better data, better systems, and better reporting.

Julia and Tony also discuss how this reframing could meaningfully influence recruitment and retention in the sector. Elevating the profession with language rooted in strategy and expectation — not charity alone — may attract more skilled talent while giving current fundraisers a clearer sense of the complex, meaningful work they perform.

They later explore generational dynamics. Older supporters may lean toward benevolence. Younger supporters are far more metrics-driven, tech-oriented, and impact-focused. For next-gen philanthropy, “investor” may simply feel more accurate.

The informative convo closes with a practical comparison using a $5,000 gift to a food bank. A donor experiences satisfaction and goodwill. An investor expects data: pounds of food purchased, households served, meals distributed. The contrast illuminates how terminology drives operational behavior.

By the end, the case for shifting language becomes both philosophical and functional. It’s a lens that prompts nonprofits to strengthen systems, build trust, and engage contributors more meaningfully — all while honoring the emotional roots of giving.

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Federal shutdown over! Systems rebooting! Nonprofits on the clock! In this urgent episode, we bring back Derick Dreher, Department Leader, Government Funding at Your Part-Time Controller (YPTC)—just hours after the government reopens from the longest shutdown in U.S. history.

Derick starts with what happened in Washington: failed Senate votes, a last-minute continuing resolution, and a deal that funds government operations into January while restoring budgets for agencies like USDA and programs such as SNAP. But this is not just a civics lesson; it’s a compliance wake-up call for every nonprofit with federal awards.

Even though agencies were closed and portals were offline, he reminds viewers that obligations never went away. As Derick puts it, “It’s a challenge, but you still have to do it.” Reports due during the shutdown are still due. If a federal portal was off, organizations should have emailed, mailed certified copies, and documented every step. That paper trail may be the difference between a simple explanation and a “you’re in breach” notice now that systems are back up.

Derick explains that rules are shifting at the same time pressure is rising. An August executive order on federal grantmaking is reshaping Uniform Guidance and, in some cases, contradicting existing regulations. Nonprofits cannot simply move programs from October to November or rework budgets on their own. Any change—timelines, program design, vendors—requires permission.

The human side of this story is just as urgent. Federal employees returning from 43 days of furlough are staring at thousands of unread messages, while agencies are already dealing with staffing shortages. Automated payments and notices may resume quickly, but nuanced approvals, extensions, and clarifications will take time. That means nonprofits must expect delays while still operating at peak year-end demand and navigating food insecurity, SNAP disruption, and stretched donors.

Derick calls on leaders to treat this as a mini audit moment: review every award, update budgets and reports, clarify what did and didn’t happen during the shutdown, and then proactively request extensions and changes. “Federal awards are complicated beasts that have a lot of details and a lot of moving parts, and there’s no reason to be afraid of accepting them,” he says—if leaders build strong internal controls for timesheets, receipts, and documentation.

Above all, think of this as a reframe of the relationship with government funders: not as begging with an outstretched hand, but as a handshake partnership where authenticity, preparation, and transparency show you are leading with excellence. Get organized now, communicate wisely, and you can turn this chaotic shutdown into a proving ground for your nonprofit’s strength and mission focus.

#TheNonprofitShow #NonprofitFinance #GovernmentGrants

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Fundraising can feel like walking through mist—messages blur, instincts wobble, and urgency crowds out intention. In this energizing conversation, we welcome returning favorite Micah James (team lead and coach at Bloomerang—and a bride-to-be!) to name the haze and show practical ways through it. Micah calls today’s moment “muddy and foggy” because donors face nonstop alerts, shifting giving channels, and rising skepticism about how funds are used. Organizations feel it too: higher costs, greater need, and inboxes stuffed with appeals that all sound the same.

So what cuts through? First, stop centering money and recenter mission. As Micah says, “We don’t want to give to budgets…we want to give to people, to mission, and to impact.” Translate dollars into outcomes. “There’s nothing wrong with saying we’re raising $3,000 because it will feed 300 families”—pair the cost with the change. Then make it personal. Tell one vivid story (Stacy, Jim, or Larry), not vague totals. Shift language so the donor becomes the hero; use “you” as often as “we.” That mental switch alone sharpens your message and steadies your strategy.

Micah urges radical transparency to build trust. Be clear about what it takes to serve and honest when you’re not top-of-mind in the community. Share the real work and the real budget picture without panic language. Invite support in many forms—gifts, volunteer hours, or simple acts of advocacy—and keep communicating the difference each supporter makes.

A big unlock is specificity. Use your database tools to reference the donor’s last gift and show what it accomplished. Celebrate recurring givers and ask for modest step-ups (from $10 to $15, from $47 to $60). Those small upgrades flatten chaotic cash-flow lines and reduce the pressure that pushes teams into constant alarm. Micah reminds us that the often-forgotten “middle” donors—already engaged, steady in capacity—can become the backbone of predictable revenue when you know them well and speak to what they care about.

Bottom line: name the fog, then choose clarity. Tell one true story. Make the donor the protagonist. Map dollars to outcomes. Share the journey openly. When you do, the sun breaks through—and sustainable generosity follows.

00:00:00 Welcome and Micah’s joyful news
00:03:06 Defining the fundraising fog today
00:07:14 Why budget-gap appeals miss the mark
00:10:04 Pairing dollars with outcomes that matter
00:11:49 Personalization and showing specific impact
00:13:50 Radical transparency to build trust
00:17:44 One story and donor-as-hero language
00:20:29 Using data and merge fields smartly
00:24:07 Middle donors and recurring upgrades
00:26:26 Escaping crisis mode with steady revenue

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Nonprofits can absolutely finish the year strong—especially when they treat staffing as a strategic tool, not a scramble! In this energizing convo, Katie Warnock, founder and president of Staffing Boutique, maps out practical ways organizations can add capacity right when it matters most. Katie is plainspoken and solution-oriented: for major fundraising events, she recommends planning eight to nine months out and matching roles to real workload. “First of all, if you don’t have an events director, get one. If that’s not feasible, bring in a seasoned temp events director or an events manager to handle day-to-day logistics.” That approach keeps development leaders focused on relationships and revenue instead of table charts and coat checks!!

Katie outlines flexible staffing ramps—lighter hours early, surging near event day, then tight close-out to ensure donations, acknowledgments, and data entry are flawless. She is equally direct on year-end donor support: bring in skilled database professionals familiar with your CRM to process gifts fast and accurately. Volunteers are wonderful, but gift integrity demands pros.

Volunteer management gets a reality check. Holiday enthusiasm is great, but sustained help across the calendar—June, August, February—changes outcomes. Katie urges orgs to capture individual contacts from corporate volunteer days and cultivate them directly; today’s 22–32 year-olds become tomorrow’s major donors and often bring corporate dollars with them.

Looking beyond December 31, Katie champions prep projects that set teams up for a calm, effective new year: digitizing archives, standardizing folders and calendars, and documenting processes. She even shares a personal productivity win: embracing AI to tame an overloaded inbox. “Embrace AI… it’s here and it’s making so many things so much easier.” Finally, she models healthy team norms—blocks of focused work, breaks for movement and sunlight, and clarity on priorities—so coverage feels near 24/7 without burning people out.

Bottom line: think earlier, staff smarter, protect data, convert volunteers to champions, and set up systems now so January starts smooth. With the right mix of temps, consultants, and clear processes, your organization can thrive through year end and launch into the new year organized, energized, and ready to grow.

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In this capstone to Nonprofit Power Week, Rita L. Soronen, President and CEO of the Dave Thomas Foundation for Adoption, looks forward—past the news cycle and into the work that will shape children, families, and the sector. In a calm, mentoring tone, Rita keeps leaders grounded in first principles: start with the child. As she puts it, “We’re not finding what child is best for a family, we’re finding what family is best for a child.” That mindset reframes recruitment, kinship care, and inclusion, and it calls leaders to stretch their own practices.

Rita shares how public attitudes toward foster care and adoption have matured, yet can backslide when sensational stories appear. Her counsel: hold firm to truth, trauma awareness, and mental health supports. She offers a practical compass for politicized climates: begin where everyone can agree. “Anyone here who’s ever been a child, please raise your hand… We have to bring it back to what’s best for children.” From there, leaders can convene consensus, reduce noise, and invite real collaboration across agencies, movements, and communities.

On funding and donor behavior, Rita maps the changing landscape—fewer donors, larger gifts, and strong interest in measurable impact and systemic change. The lesson for leaders is balance: keep legacy channels available while building digital fluency and fluency in donor-advised funds, non-cash assets, and planned giving. Pair that with scenario planning so your organization is resilient when markets, tax policy, or public health winds shift.

Rita’s advice on next-gen leadership is both warm and direct. Embrace impatience for progress, mentor toward mastery, and translate across generations. Model curiosity over eye-rolls; teach how boards govern, how budgets work, and how durable change is built—without dampening the urgency younger leaders bring.

Finally, Rita urges courage without fear. Hold your mission steady when funding anxieties rise. Convene unusual allies. Keep articulating the value of childhood, permanency, and family—then amplify shared ground loudly. Leaders who do this will guide teams and donors through uncertainty and keep children at the center, where they belong.

#TheNonprofitShow #Adoption #FosterCare

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The Dave Thomas Foundation for Adoption shows exactly how today’s nonprofits can accelerate mission and amplify revenue by putting marketing and development on the same team! CEO & President Rita L. Soronen and SVP of Marketing & Development Jill Crumbacher explain how an approach that started 11 years ago matured into an integrated structure with shared goals, clear ownership, and board alignment. As Rita puts it, “there’s just this intuitive sense…that one feeds the other,” adding that the shift “became very much an organic, ongoing conversation based on results.”

Jill brings for-profit rigor to the model: a VP of Marketing and a VP of Development co-lead paired “mini teams” for every fundraising channel, tracked in Asana with crystal-clear metrics. “Building a brand builds fundraising and building fundraising builds a brand. It just does,” Jill says. She adds, “For every fundraising team, we have a marketing team that supports the fundraising team”—a simple but powerful mechanism that reduces friction, speeds execution, and raises standards across content, design, and segmentation.

Rita details how leadership benefits from unified messaging: presentation materials, program context, and donor narratives are synthesized by one group that also collaborates tightly with program staff. She emphasizes stewardship and brand guardianship: “we’re not just protecting the brand of children in foster care, we have Dave Thomas in our name… We’re protecting that brand as well,” including the Foundation’s decades-long partnership with Wendy’s. The conversation also takes on today’s polarized climate. “We’re putting resources into the effort of how do we bring polarized conversations back together?” Rita notes, reinforcing the Foundation’s focus on solutions that broaden support without losing mission clarity.

Talent development is intentional. Jill shares how their marketers attend the Lilly Family School of Philanthropy to learn fundraising dynamics, while fundraisers learn marketing language and channels—so both “come out of the same gate.” The approach scales: the department grew from a handful of staff to 25, roughly split between development and marketing, with half of marketing embedded on fundraising squads and half focused on awareness, brand, and sector thought leadership.

The result is a disciplined, collaborative culture that moves faster, communicates smarter, and raises more—while advancing permanency for children in foster care.

#TheNonprofitShow #Adoption #NonprofitLeadership

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Nonprofits are being yanked into culture wars they never asked for. In this Nonprofit Power Week conversation, Jill Crumbacher, Senior VP of Marketing and Development at the Dave Thomas Foundation for Adoption, lays out how to keep your message steady when the public square gets noisy. This episode is a field manual for keeping your purpose intact—and your voice effective—when the temperature rises!

Jill’s team spans both marketing and fundraising—by design. As she puts it, the Foundation treats the whole enterprise “as one big communication strategy,” where audience segmentation, message discipline, and timing live in the same room.

Are foster care and adoption political? Jill’s answer: yes—and no. The Foundation operates at the back end of the process, after courts determine a child cannot safely return home. That’s where “finding forever families” becomes the mission—while the front end (why a child enters care) is where debates about poverty, racism, and systems flare. That nuance matters, and Jill’s team crafts language for each audience: “adoption” for the public; “permanency” for child-welfare professionals who also consider guardianship and reunification.

Jill’s playbook mixes discipline with restraint. She says it plainly: “Just because a reporter calls you doesn’t mean you have to reply.” Years before headlines heat up, her team works with crisis-comms experts to pre-write long and short answers for likely “arrows”—from Dobbs to immigration—paired with a decision tree about whether to engage at all. The goal is to protect mission focus when others try to conscript your voice for their fight.

Inside the house, rigor rules. The comms calendar is “beautifully organized chaos,” mapping channels, suppressions, and variants for donors (new, returning, Wendy’s-affiliated, etc.), followers, and child-welfare audiences. Message control isn’t censorship; it’s service to clarity. The team maintains a “say this, not that” lexicon and sends materials to outside reviewers to catch phrasing that could be misunderstood in other contexts.

There are also non-negotiables. “We will celebrate all children and we’ll advocate for all children in the system, regardless of how they identify,” Jill says. The Foundation’s images and words stay consistent year-round—they don’t “poke,” they persist. And when criticism pops up, they’ve seen the community often step in first, defending the work organically on social media.

If you steward a mission in a volatile moment, borrow these moves: define your lane, choose words precisely, prepare answers in peacetime, monitor hot-button issues for possible linkages, and decide in advance what you will never trade away.

#TheNonprofitShow #FosterCare #CrisisCommunications

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In this key conversation, Dave Thomas Foundation for Adoption President & CEO Rita L. Soronen maps out a modern playbook for governing with purpose while sustaining momentum after years of change. She begins with the Dave Thomas legacy—not as a branding exercise, but as a lived journey that shaped a national public charity with a singular focus: permanency for children in foster care. “If you can do one good thing in life,” Rita reflects, “the fact that he created two iconic brands—the Wendy’s Company and the Dave Thomas Foundation for Adoption—is just remarkable.” That origin story still informs board design, revenue strategy, and leadership cadence today. The throughline for governing is respect for leaders’ time and a culture where advice is welcomed, staff are empowered to execute, and collaboration fuels outcomes for children and families.

Rita details a deliberately blended board: seats for Wendy’s C-suite leaders (tone from the top), franchisees who steward restaurant-level campaigns, Thomas family members, and public members—researchers, policy experts, legal leaders, and child welfare practitioners—who bring depth to complex decisions. The result is governance that can guide a mission working at local, state, and federal levels without being mistaken for a corporate foundation. “We want donors to see a public charity doing serious work,” she notes, “and not assume we’re fully funded by Frosty sales.”

Her approach to engagement is disciplined and human. Board meetings are two in-person and two virtual per year, each paired (for the in-person sessions) with intentional social time to build trust. Meetings themselves are crisp—two and a half hours—because the real work happens in committees that meet quarterly, report out, and keep decisions moving. Between meetings, Rita runs a high-touch communication rhythm: January one-on-ones with every director, timely updates to the executive committee, and monthly check-ins to prevent surprises.

On fundraising, she favors shared responsibility over quotas: franchisee-driven campaigns; a gala at Wendy’s convention; personal giving from all members; and thoughtful introductions to new corporate and individual partners. Equally important is recognizing non-monetary value—when a board member’s policy expertise or research acumen is as catalytic as a major gift.

Finally, Rita describes their operational maturity: a formal platform (Nasdaq Boardvantage) for materials; a consent agenda; predictable deadlines; and smart seasonality—virtual meetings in December and June to avoid travel disruptions.

#TheNonprofitShow #BoardGovernance #Adoption

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