First Day Podcast

Alexis Buchanan Thomas, representing Black Voters Matter, delves into the importance of saying no in fundraising. Alexis emphasizes the need to remain nonpartisan and true to your organization's mission, even when faced with substantial gifts that may not align with their values. She highlights the significance of conducting thorough research, engaging in team discussions, and creating a gift acce...

Dr. Gen Shaker, the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy, explores the crucial role of the invitation to give in effective fundraising. The conversation delves into various aspects of donor engagement, emphasizing the significance of understanding donors' motivations and cultivating genuine connections that go beyond valui...

Giving USA with Anna Pruitt, Ph. D.

Pamala Wiepking, Ph. D., Stead Family Chair in International Philanthropy; Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, discusses the groundbreaking book "The Fundraising Reader," which offers a comprehensive and accessible resource on fundraising. Pamala highlights the challenges faced in fundraising education across different countri...

Una Osili, Ph. D., Associate Dean at the Indiana University Lilly Family School of Philanthropy, discusses research findings from a recent study on how donors make their giving decisions. The study aimed to understand the changes in giving decisions amidst the global pandemic, social justice movement, and economic uncertainty. The study emphasizes the importance of meeting donors where they are, p...

Elizabeth J. Dale, Ph. D. discusses the philanthropic behaviors of the LGBTQ+ community, emphasizing that being LGBTQ+ is not the only factor influencing their giving. She advises fundraisers to get to know donors personally and avoid making assumptions about their motivations and interests. Additionally, she dispels the myth that LGBTQ+ donors only give to LGBTQ+ organizations and notes that they...

Erik Daubert discusses the decline in smaller donors and the continued reliance on major donors in traditional philanthropy, with a decline in donor retention rates and a concerning dependency quotient. He emphasizes the need to focus on new donor acquisition and overall retention, while building good foundational donor bases and annual campaigns. Daubert also highlights the importance of thanking...

Maarten Bout and James Hodge discuss the eight-step process of effective major gift fundraising, emphasizing the importance of a benefactor-centric approach, relationship-building, and understanding the philanthropic behaviors of donors to achieve philanthropic inevitability. They stress the significance of values-based fundraising, building a team around the donor to ideate and explore their pass...

The Giving by Generations study shows that since 2016, Millennial giving has increased by 40%, with faith-based organizations being the second most important use of their charitable giving after places of worship. Donors are increasingly supporting para-Church or para-religious organizations. While Boomers and Gen X are showing a decline in volunteering, Millennials and Gen Z are the most engaged...

Dr. Patrick Rooney discusses how high net worth donors give a lot to different types of legal charities, including religious organizations, basic needs, education, social and racial justice, arts and culture, and animal and environmental causes. Additionally, he reveals that upwards of 90-95% of high net worth households donate, with only 9% having formal giving vehicles such as donor advised fund...

Jeannie Infante Sager, director of the Women's Philanthropy Institute at Indiana University Lilly Family School of Philanthropy, explains that women tend to give differently than men and give more across different income, age, and race levels. She highlights that single women are particularly philanthropic and more likely to give generously. Studies show that women are involved in decision-making...

Dr. Patricia Snell Herzog discusses how understanding philanthropic behavior across the generations is a complex concept due to its intersection between age, life stage, social, and historical factors. It's important to consider the context in which a group was born and major events experienced when coming of age. Fundraisers seeking to engage young people in their organizations need to offer more...

Dr. Chelsea Clark discusses a recent research study that sought to understand Americans' thoughts on philanthropy and nonprofit organizations. The study found that Americans associate charitable giving and volunteering with philanthropy and generally trust nonprofits while considering them transparent, but there is still a need for education to increase awareness of what nonprofits do. The study a...

Dr. David King and Rafia Khader discuss the role of religion in charitable giving, noting that religion is the largest sub-sector of the charitable giving pie in the US, with 27% of donations going to religious organizations. While there have been shifts in religious affiliation patterns, spirituality and values continue to shape and motivate giving, and fundraisers should be attentive to these fa...

Pamela Perkins Dwyer, CFRM, discusses the significance of personalized donor stewardship in fundraising. She believes that listening to the donor, putting yourself in their position with a compassionate attitude, and remembering personal details are vital to building longer and deeper relationships with donors. Dwyer emphasizes the need to show donors how their contribution is used and celebrate t...

Dr. Una Osili emphasizes the importance of recognizing philanthropy as a vital part of every community, including communities of color, which have deep expertise in addressing community problems. She stresses the need to learn from the traditions of these communities related to philanthropy, which are often overlooked. Dr. Osili notes that both formal and informal giving occurs in communities of c...

Robert Kunzman, a professor of education at Indiana University, believes that learning from failure is crucial for leaders and fundraisers to develop and improve their skills. He emphasizes the importance of feedback, making failure public, and developing skills and habits to analyze and learn from failures. Kunzman also introduces the concept of a pre-mortem analysis, which involves anticipating...

Digital fundraising requires a strategic and intentional approach that involves actively engaging with potential donors, sharing valuable content, and building a community. Building relationships, making personal connections and monitoring for future donors are some key ways to succeed in digital fundraising. Additionally, social proof can be an effective tool by quietly seeding early donations be...

Josh Birkholz discusses his book with Amy Lampe titled "Benefactors: Why Some Fundraisers Always Succeed," which provides practical advice for fundraisers on thriving in an ecosystem of fundraising that has been affected by advancements in data and technology. The authors discovered through research that leaders who readily shared credit and were collaborative as individual practitioners were more...

Dr. Pamala Wiepking discusses various approaches to understanding the motivations of individual donors, such as the eight mechanisms of charitable giving and the "Taste of Charity" model. By understanding a potential donor's lived experience and motivations for giving, fundraisers can develop a deeper relationship with them by personalizing communication and engaging with them according to their i...

Nathan Stelter, the chair of the board of the National Association of Charitable Gift Planners (CGP), discussed the recently issued Standards which provide guidance for planned gift fundraising. The Standards, organized into three categories, outline the importance of leadership buy-in and sustainable program-building, realistic assessments of an organization’s ability and capacity to execute the...

Bobby Donahue and Katie Duranick Stewart discuss the importance of special events in fundraising and how they fit into the overall plan of a nonprofit organization. They suggest deciding ahead of time what the organization wants to achieve from the event and building consensus among all members of the team. The hosts emphasize not treating special events as separate projects, but incorporating the...

Andrew Hibel discusses the role of technology in planned giving. He notes that technology has allowed for easier access to information and resources, making it easier than ever for people to learn about planned giving. Hibel also stresses the importance of using technology to streamline the planned giving process and make it as easy as possible for donors. He suggests using online platforms and to...

Dr. Sarah Nathan stresses the importance of annual giving programs in fostering relationships, raising unrestricted gifts, and enabling operational flexibility for nonprofit organizations. She emphasizes that gifts of all amounts are significant and that fundraisers must embrace inclusivity while designing annual fund programs. Key planning tools such as gift range charts, donor retention calculat...

Dr. Gen Shaker discusses the importance of fundraising training for higher education Deans and faculty to effectively engage in philanthropic fundraising and convey their organizations' visions. The Fundraising School offers custom training courses, public courses, and tailored courses globally, including the Fundraising for Deans course, to provide leaders with the necessary tools and knowledge t...