Fundraising, Marketing & Board Policies—Surprising Insights!

Love is in the air, and so is wisdom! In this special Fundraisers Friday – Valentine’s Day Q&A, cohosts Julia Patrick and Tony Beall dive into pressing nonprofit leadership questions, blending deep insights with their signature wit and camaraderie.

From unexpected board policies to the evolving role of marketing in fundraising, this episode is packed with practical takeaways that every nonprofit leader should hear.

One of the most thought-provoking questions came from a young expecting woman: Should boards have a maternity policy for their members? While many policies set attendance rules, they don’t always account for major life events. Tony championed a broader perspective: “Board members bring immense value. A leave of absence policy—rather than just maternity—ensures we retain exceptional talent.”

Julia, ever the strategic thinker, mentions the policy implications:“It’s not just about adding another policy; it’s about structuring governance to make room for life’s realities.”

This lively conversation also tackles the role of COOs in nonprofit structures. Should Development Directors report to them? Tony lays out a clear organizational map, explaining that a Chief Development Officer (CDO) should ideally oversee fundraising, ensuring alignment with the CEO: “Under the COO, stories are created. Under the CDO, they’re told. That’s why marketing and fundraising belong together.”

Julia emphasizes the power of proximity between marketing and fundraising teams:“Get their offices close together—energy happens when storytelling meets donor engagement.”

With a mix of heartfelt gratitude and laughter, the episode wraps up with a touching moment where Julia expressed appreciation for Tony’s early belief in The Nonprofit Show.

#NonprofitLeadership #FundraisersFriday #StorytellingMatters

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