Under the Elm by The Philanthropic Advisory™

In our latest episode of the Under the Elm podcast, we examine how bottlenecks arise at the level of the chief executive when managing major donor relationships and explore interventions to ensure major gift programs scale rather than stall.

In this episode of Under the Elm, we wrap up the Four=Part Series on Agency Thinking and Self-Efficacy in Nonprofit Work by focusing specifically on what High-Agency Fundraising looks like.  The Philanthropic Advisory™ equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational diagnostics that drive stronger performance.

In this episode of Under the Elm, we explore the Four Levers of Self-Efficacy and discuss practical steps for improved fundraiser performance. The Philanthropic Advisory™ equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational diagnostics that drive stronger performance. Visit us at thephilanthropicadvisory.com.

In this episode of Under the Elm, part two of a four-part series on agency thinking and self-efficacy in nonprofit work. We look at where agency erosion comes from — specifically, the three structural features of nonprofit environments making it particularly fast, particularly deep, and particularly hard to detect.

In this episode of Under the Elm, we start a 4-part series on Agency Thinking & Self Efficacy in Nonprofit Work. We begin with The Problem Nobody Names. The Philanthropic Advisory™ equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational diagnostics that drive stronger performance. Visit us at thephilanthropicadvisory.com

In this episode of Under the Elm, we discuss the strategic vision that makes the entire development program coherent: understanding what kind of donor relationships an organization is building and why the distinction matters for long-term sustainability The Philanthropic Advisory's Under the Elm Podcast equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational...

In this episode of Under the Elm, we explore what it means when a major donor says NO to an ask and decode the specific type of Nos fundraisers may receive, understanding why the instinctive response to a No is almost always the wrong one.  The Philanthropic Advisory's Under the Elm Podcast equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational diagnostics t...

This episode of Under the Elm is perhaps the most counterintuitive, as it argues that campaign failure is almost never caused by what happens during the campaign. It's a must-listen for those preparing to launch a Capital Campaign. The Philanthropic Advisory's Under the Elm Podcast equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational diagnostics that drive...

This episode of Under the Elm addresses one of the most common identity conflicts in nonprofit development: the discomfort of feeling like you are pursuing a relationship for transactional reasons. It's a topic that keeps gifted, mission-driven people from becoming effective fundraisers. And it's worth talking about.

In this episode of Under the Elm: It's one of the most emotionally loaded topics in nonprofit leadership — asking a board member to give is a conversation almost every chief executive has dreaded at least once. This episode provides a clear philosophy about why the giving conversation is an act of respect, not an imposition, and five practical principles leaders can apply immediately to have it wi...

In this episode of Under the Elm, we explore why Development programs Stall and how to get Unstuck. The Philanthropic Advisory's Under the Elm Podcast equips nonprofits with strategic fundraising guidance, leadership coaching, and organizational diagnostics that drive stronger performance.

In this episode of Under the Elm, we examine the four engagement patterns often seen in nonprofit boards. Listeners will leave with a diagnostic framework and three honest conversations they can have to start changing the dynamic — without blowing up relationships. The Philanthropic Advisory's Under the Elm Podcast equips nonprofits with strategic fundraising guidance, leadership coaching, and org...

Listeners should finish this episode understanding WHY boards hesitate (not just that they do), and leave with three practical tools to shift board culture around giving and asking — without creating conflict or resentment. Who's it for: Executive directors who feel alone in the fundraising effort Development directors frustrated by board passivity Board chairs who want to help but don't know how...

Planned giving is the most consistently deferred opportunity in nonprofit fundraising — and the most consequential one. Organizations that know they should have a legacy program consistently find reasons to begin next quarter, after the next hire, following the next transition. The deferral is understandable. The cost of it is not. Explore the steps to take to launch your planned giving program.