

The Nonprofit Show
American Nonprofit Academy
The Nonprofit Show is the daily live video broadcast where our national nonprofit community comes together for business problem solving, innovation, and education. Each day the panel of co-hosts and our guests cover the latest topics with fresh thinking to help you and your nonprofit amplify your social impact and achieve your mission, vision and values. With more than 1,100 episodes our library of learning is there for you and your organization. Find us on YouTube: https://bit.ly/3A0Dqlw Connect with us on LinkedIn: https://bit.ly/Nonprofit_Show
Episodes
Mentioned books

May 23, 2025 • 30min
Major Gifts 101: Winning Over High Net Worth Donors
Our cohosts deliver a practical conversation on cultivating relationships with high net worth (HNW) donors. They explore how nonprofit organizations of all sizes can define what “high net worth” means in their context, identify aligned individuals, and thoughtfully steward them toward transformational giving.Tony Beall opens with a foundational point: “We need to define what high net worth means for our own organization—because it looks different depending on your size, mission, and goals.” This nuance sets the stage for a broader conversation that deconstructs common assumptions about wealth and reminds nonprofit professionals that big gifts are rooted in deep, intentional relationships—not cold outreach.Rather than chase only new wealth, Tony urges nonprofits to begin by mining existing donor data. “Let’s start with who already cares about our mission. We can often elevate those relationships before even casting a wider net,” he shares. The advice is practical and encouraging, especially for smaller teams with limited capacity.Julia Patrick and Tony also touch on the human side of fundraising—empathy, trust, and consistency. Julia shares a personal story about securing her first $1 million donation, which came not over a fancy lunch, but at a modest cafeteria. “He told me he had grown up without enough to eat, and seeing all that food reminded him of how far he’d come. For him, that was luxury,” she recounts. It’s a moving reminder that motivations are deeply personal—and often surprising.From prospecting strategies like leveraging SEC filings, Google Alerts, and local business journals to understanding the long timelines involved in major gift cultivation, the episode offers a balanced blend of emotional intelligence and tactical guidance.As Tony puts it, “Patience and consistency are what build trust—not just with donors, but with the broader community.” And that trust, over time, is what unlocks major gifts.00:00:00 Welcome to Fundraisers Friday00:00:20 Julia praises Tony's impact on the sector00:02:00 What does “high net worth” really mean?00:03:50 Why your organization needs its own HNW definition00:07:05 Start with your current donors00:10:15 Tools for identifying HNW prospects00:13:20 Using local journals and social registers00:18:10 Understanding donor motivations00:22:00 A powerful story about humility and generosity00:23:30 The two-year major gift timeline00:26:00 How trust drives long-term giving00:29:00 Closing thoughts and sponsor thank you#MajorGiftStrategy #DonorEngagement #NonprofitLeadershipFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 22, 2025 • 29min
Beyond Adoption: Rebuilding Child Welfare Systems
What does it take to reimagine child welfare on a global scale? Caroline Boudreaux, Founder of the Miracle Foundation, shares her extraordinary evolution from corporate life to global changemaker. Her journey began on a spontaneous trip to India where, on Mother’s Day in 2000, she met a group of orphaned children—and one moment changed her forever.“I put a hungry orphan on a wooden bed and heard her bones hit the wood. I’ve never been the same,” Boudreaux recalls.Originally launching Miracle Foundation as an international adoption agency, Caroline soon realized that adoption couldn’t scale fast enough to match the need. She pivoted. Then, another revelation: 80% of institutionalized children actually had living family. “We couldn’t just make orphanages better anymore—we had to help children go home,” she shares. That shift required a new model, a bold strategy, and a lot of resilience.The organization began empowering ‘kinship care’—supporting extended families to take children back in by addressing barriers like housing, education, or income. Then came Thrive Well: a transformative app that puts this care model into the hands of over 30,000 social workers, enabling systems change at scale.This inspiring discussion adds in the role of healthy board dynamics, founder self-awareness, and breaking through the myth that only “rich people” give. “You're not looking for donors with money,” Caroline says. “You’re looking for souls who want to do something bigger than themselves.”Her metaphor? “We’re all jumping into the river to save babies. But someone has to look upstream to stop them from falling in.”This conversation will challenge your assumptions, ignite your passion for systemic change, and offer inspiration for every nonprofit leader navigating evolving missions and growing impact.00:00:00 Welcome to Caroline Boudreaux 00:01:29 How a trip to India sparked a mission 00:04:14 The moment that changed everything on Mother’s Day 00:07:10 Founding the Miracle Foundation 00:08:50 Early struggles and pivot from adoption 00:11:18 Discovering most “orphans” had families 00:13:03 The kinship care model explained 00:16:19 Partnering with Indian government and local leaders 00:17:40 Launching the Thrive Well app 00:20:01 Founder syndrome and building a strong board 00:21:22 Metaphor: saving babies vs. stopping them from falling in 00:23:22 Finding the right donors: look for souls, not dollars 00:25:27 The journey of learning, pivoting, and systemic change 00:27:08 Vision for a world without orphanages by 2040#FamilyFirst #MiracleFoundation #SystemsChangeFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 21, 2025 • 30min
Calm, Clarity, Cash Flow: Nonprofit Financial Survival Tools for Today
Paul Preziotti, CPA and partner at Johnson Lambert, joins co-hosts Julia Patrick and Meico Marquette Whitlock to provide a grounded, real-time financial snapshot of the nonprofit sector in 2025. As Paul begins, “Each month, it’s like, oh, that happened… now that happened,” capturing the fast-moving nature of today’s funding landscape.The hosts and guest explore lessons learned from past crises and how nonprofits must evolve their planning models, including annual board and staff financial trainings, contingency-based budgets, and integrating cash flow analysis into strategic decision-making. Paul emphasizes that scenario planning is not a one-time task, but an organizational mindset: “You can’t do this overnight… you need to build in review time at all levels—starting with the board.”The conversation digs deep into scenario planning—why it’s essential, and how it gives nonprofits a flexible roadmap when the future is uncertain. Gone are the days of assuming government funding is reliable. Preziotti says, “Even if your agency isn’t one of the ones in the news, I think you have to think about a scenario in the future where that funding doesn’t exist.”The trio also address the communication gap between finance professionals and non-financial staff or board members. Paul and Meico discuss creating a budgeting culture that empowers all roles with the right knowledge and confidence to engage in financial discussions—without fear of judgment—adding that staying calm and building a supportive tone at the top helps organizations weather instability with resilience.Outsourcing is presented as a flexible and cost-efficient solution, especially for smaller nonprofits. Whether outsourcing payroll, the CFO role, or just the budget process, it’s all about customizing help where it's most needed e.g.tailoring financial communication for diverse board members, using dashboards, infographics, or narrative reporting as appropriate.00:00:00 Welcome and Introduction 00:01:52 Meet Paul Preziotti from Johnson Lambert 00:03:14 Nonprofit Budget and Funding Uncertainty in 2025 00:05:22 Why Scenario Planning Matters for Nonprofits 00:07:18 Lessons Learned from COVID and Natural Disasters 00:08:54 What Non-Financial Board Members Should Know 00:11:14 How Smaller Nonprofits Can Manage Scenario Planning 00:12:00 Outsourcing Financial Roles as a Cost-Saving Strategy 00:14:50 Building a Culture of Budgeting and Communication 00:17:23 Training Financial Staff to Communicate Clearly 00:21:02 How to Communicate Finances to the Board 00:23:35 What Boards Should Really Focus On Financially 00:25:44 How to Stay Calm During Financial Uncertainty 00:28:16 Sector-Wide Warnings and Final Thoughts Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 20, 2025 • 31min
Cybersecurity for Nonprofits on a Budget
For many nonprofits, cybersecurity feels like a luxury they simply can’t afford. But according to Michael Nouguier, Partner of Cybersecurity Services at Richey May, ignoring cybersecurity can end up being far more expensive than proactively investing in it.Michael dismantles the myth that strong digital security comes with an unaffordable price tag. In fact, many nonprofits already have powerful security tools built into systems they’re already using—yet few take advantage of them. “What’s almost as good as free,” Michael explains, “is something that you’ve already been paying for and didn’t know that you could leverage.”From free services offered by federal agencies like CISA to deeply discounted nonprofit rates from companies like Microsoft and Google, this conversation uncovers a path to digital protection that doesn’t require massive budget increases. Michael urges nonprofits to start by auditing what they already use. Whether it’s Google Workspace or Microsoft 365, most platforms include underutilized features like multi-factor authentication, access control, and data encryption.These protections aren't just theoretical—they’re essential. As Michael points out, “You don’t know what to protect if you haven’t actually done an assessment to understand where those risks are.” He encourages leaders to seek out risk assessment tools—many of which are available at no cost—and build a strategy around known vulnerabilities, not guesswork.The conversation also takes a practical look at automation, which reduces labor costs by removing repetitive security tasks. Many nonprofits mistakenly believe they’re starting from scratch when in reality, they already have a baseline of protections in place—they just need to activate them. Michael shares examples of simple, low-cost ways to improve security posture, including free policy templates and vulnerability scans.Additionally, he challenges nonprofits to shift their mindset around vendor relationships. Too many organizations fail to ask whether vendors offer nonprofit pricing or security guarantees—questions that could drastically reduce both risk and cost. And when vendors are breached, it’s often the nonprofit that must explain the damage to stakeholders, regardless of fault.Throughout the session, with host Julia Patrick, the underlying message is clear: cybersecurity isn't about fear—it's about preparedness and resourcefulness. The greatest danger lies not in doing too little, but in assuming you’re too small or stretched to do anything at all. 00:00:00 Welcome and introduction of Michael Nouguier 00:01:30 Why cybersecurity is more expensive to ignore 00:03:10 How accounting firms became cybersecurity leaders 00:05:45 Budgeting vs risk: where to start 00:06:40 Leveraging existing tools like Microsoft and Google 00:08:20 Understanding identity and access integration 00:09:45 Why multi-factor authentication matters 00:11:30 Free services from CISA and others 00:14:10 Asking for nonprofit discounts on software 00:16:25 Why every nonprofit needs Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 19, 2025 • 30min
Why Cultural Humility Is a Leader's Superpower in Nonprofit Work
Dr. Pierre Berastaín, Regional Director at the Centre for Public Impact, invites us into a powerful conversation about leadership, cultural humility, and living with integrity across lines of difference. With warmth and depth, Dr. Berastaín shares how personal identity can be a source of strength in leadership—not something to minimize or check at the door."We all lead from a cultural lens, whether we name it or not," Dr. Berastaín explains. "The danger isn’t bringing your culture into leadership—the danger is bringing it in unconsciously and expecting it to be the norm for everyone."Dr. Berastaín’s personal journey fuels his systems change work. His role at CPI—a nonprofit incubated by Boston Consulting Group—blends macro strategy with community-rooted implementation. The goal: reimagine how governments and public institutions serve people, especially those pushed to the margins.At the heart of this discussion is an honest reckoning with cultural difference and a plea to bring one's full self into leadership. “Cultural humility isn’t about shrinking yourself,” he shares. “It’s about knowing yourself well enough to make room for others.”The conversation explores what it means to acknowledge culture without stereotyping, the impact of asking, “What are you?” and how silence—intended to be safe—can sometimes feel like erasure. Dr. Berastaín advocates for “relational warmth before analytical interest,” encouraging listeners to shift from tokenizing curiosity to reciprocal connection.He also offers practical tools for introspection: therapy, spiritual grounding, and forming a “personal board of directors” who challenge and support growth. These elements, he says, are vital in cultivating not only emotional intelligence but the capacity to lead with vision.By the end of the chat, with host Julia Patrick, it’s clear that Dr. Berastaín’s leadership is not performative—it is personal, deliberate, and anchored in truth. And he challenges all of us to ask: What are we carrying into the room?This episode is a must-watch for nonprofit professionals, board leaders, and changemakers looking to lead with depth and humanity in today’s increasingly complex world.00:00:00 Guest intro: Dr. Pierre Berastaín00:01:30 What is the Center for Public Impact?00:03:45 Pierre’s story: identity, ancestry, and lived experience00:05:15 From direct service to systems change00:07:00 Cultural humility and leadership lens00:09:20 The beauty and burden of collectivist values00:11:00 Personal growth through therapy and accountability00:13:30 Aligning personal and organizational values00:16:00 When to acknowledge cultural differences00:18:00 The problem with silent observation00:20:00 “What are you?”—Responding to coded curiosity00:25:00 Stories, lineage, and reclaiming culture00:27:45 Wrapping up: Leadership with integrityFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 16, 2025 • 30min
Who Owns the Donor? Fundraiser vs. Structure Showdown
Bubble blowers, legacy gifts, and neighborly introductions—this session of Fundraisers Friday bubbles over with wit and wisdom from cohosts Julia C. Patrick and Tony Beall. Tackling real-world fundraising dilemmas, the duo dives into sticky questions nonprofits often tiptoe around.We kick off with a sparkling debate: when a donor grows from a small supporter to a major one, who "owns" the relationship? Tony reminds us, “Relationships come first. Structure comes second.” His point: when a fundraiser elevates a donor’s giving, the organization should also elevate the fundraiser’s role. Julia reflects, “I didn’t think of it that way… they should be elevated—and they haven’t been.”Next up: corporate crossover. What happens when an individual donor brings their business into the giving picture? Should the relationship transfer to the corporate team? Tony weighs in: “The development professional may not have the skill sets for corporate partnerships. So, invest in training—or consider a strategic handoff.”Then comes the glitzy question—exclusive events for high-net-worth donors. Are these smart strategies or community-killers? Tony, a champion of inclusivity, says, “Exclusivity has its place… if it leads to planned giving and legacy conversations.” Julia adds in, saying how savvy orgs are shifting these events toward behind-the-scenes access and thought leadership rather than fancy galas.They wrap with the boardroom. Should fundraisers speak at board meetings? Tony suggests quarterly appearances. “Your board should know the development team—if you see them in the grocery store, you should say hello!” Julia adds, “It’s not about asking for money. It’s about connection, introductions, and understanding.”Packed with humor, heart, and practical advice, this fast-paced convo gives nonprofit professionals tools they can use—and some new ways to look at old problems.00:00:00 Welcome 00:02:06 Who Owns a Donor: Structure vs. Relationship 00:03:18 Fundraiser Elevation Through Donor Growth 00:05:49 Corporate Sponsorship Conflicts 00:06:55 Managing New Corporate Gifts from Existing Donors 00:10:22 Exclusive Events for Top Donors 00:12:00 Are VIP Events Worth It? 00:18:12 Should Fundraisers Speak at Board Meetings? 00:24:24 Board Member Roles in Fundraising 00:27:30 Wrapping Up: Ask Questions, Share Freely #FundraisersFriday #NonprofitLeadership #DonorRelationshipsFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 15, 2025 • 30min
Fear Isn’t the Enemy—It’s the Catalyst: Emotional EQ for Nonprofit Leaders
In a moment of transformational clarity, life and leadership coach George “Iceberg” Miller addresses what so many in the sector struggle with but rarely name: fear. Hosted by Julia Patrick, this conversation dares nonprofit leaders to face their internal barriers and lead from a place of emotional intelligence.“We train ourselves out of even feeling anxiety and fear,” George says. But instead of rejecting fear, he challenges us to embrace it as a guide—not a threat. With heartfelt stories and grounded strategies, he redefines fear as a powerful source of data and growth. “What if we change that to—no, this is part of life?”Together, the duo unpack the burnout crisis plaguing the nonprofit sector, especially among development professionals who rarely stay longer than 19 months. But rather than despair, George offers a hopeful alternative: presence. “All I did was say, ‘I’m angry.’ And it led to the most productive meeting of my career.”From volunteer teachers who avoid burnout by staying connected to meaningful work, to financial leaders unlocking emotional resilience through micro-interactions, George shows that radical change begins within. His vision is clear: leadership isn't just about competence—it's about relational courage.For anyone navigating budget cuts, burnout, or policy shifts, this episode is a masterclass in transforming fear into fuel. “If I can allow myself to feel that fear, stop criticizing myself for it… then I can create something new.”Let this dynamic session be your invitation to pause, breathe, and reimagine your leadership—not as something to fix, but as something to feel.00:00:00 Welcome introduction00:03:46 Recognizing fear in nonprofit leadership00:05:06 Reframing fear as useful, not wrong00:07:01 Burnout and emotional suppression in development roles00:09:04 Avoid burnout through meaningful service00:11:42 Can emotional growth happen quickly?00:13:22 Emotions as foundational leadership data00:17:06 A single sentence that changed a team00:21:03 Leaders modeling emotional presence00:22:44 Fear, change, and historical perspective00:25:52 Using anxiety to fuel creativity and hope #EmotionalIntelligence #NonprofitLeadership #FearToFriendFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 14, 2025 • 29min
From One Video to $88 Million in Debt Forgiven: What Hospitals Don't Tell Us!
Jared Walker, founder of Dollar For, shares how one TikTok video launched a national movement to eliminate medical debt through little-known hospital financial assistance policies. Joined by cohosts Julia Patrick and Sherry Quam Taylor, Jared recounts how a personal family tragedy sparked his commitment to helping others avoid the crushing financial fallout of medical emergencies.Dollar For educates the public about financial assistance programs that nonprofit hospitals are legally required to offer under the Affordable Care Act. Despite these policies existing for over a decade, most patients—and even medical professionals—remain unaware. “Most people leave the hospital without any knowledge of these programs,” Jared explains. “It’s the best-kept secret in healthcare.”Jared’s journey from grassroots crowdfunding in Portland coffee shops to leading a national nonprofit began with a single TikTok that received over 30 million views. That exposure helped grow Dollar For from a one-person operation to an 18-person team that’s relieved $88 million in medical debt so far. “We created a Slack channel where every debt relief success story gets posted,” Jared says. “It’s a little mini-party that keeps us grounded in our mission.”The discussion explains how Dollar For’s first major initiative was building a national database of 8,000 hospital financial policies. This tool lets users instantly check eligibility based on their income and hospital—a game-changing resource in a fragmented system. It also positioned Dollar For as a watchdog, helping policy groups compare hospitals’ generosity and push for improvements.Despite the impact, Jared remains humble and forward-looking: “I hope Dollar For doesn’t exist in 10 years,” he says. “We’re trying to push for a policy that requires hospitals to screen for eligibility before sending bills.”The socially impactful discussion also explores the challenges of funding innovation in the nonprofit sector. Jared candidly shares how finding donors who support both direct service and systemic policy change has been a balancing act—but the return on impact is clear. “We’ve turned every donated dollar into over $20 of medical debt relief,” he notes.Sherry adds, “This is one of those niches where you have the ability to attract investment-level donors who want root, sustainable change.”This conversation is more than a dive into leadership—it’s a blueprint for innovation, equity, and the power of digital media to mobilize change in a deeply broken system. #MedicalDebtRelief #CharityCare #HospitalPolicyChange Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 13, 2025 • 30min
Donor Events That Really Work!
What if your next fundraising event wasn’t just another rubber chicken gala—but a magnetic, mission-driven experience people couldn’t stop talking about? That’s exactly what Brittany Bedford, Customer Success Manager at Bloomerang, urges nonprofit leaders to imagine.In this high-energy episode, Brittany dives deep into the art of turning events from forgettable to phenomenal. She shares fresh research, real-world examples, and wildly creative strategies that help nonprofits connect with long-term donors in meaningful, memorable ways.“We’ve got to shift from the fundraiser’s point of view to the attendee’s,” Brittany emphasizes. “They’re coming to feel connected. This is their chance to be a part of something meaningful.”Julia Patrick, host, agrees—and doesn’t hold back: “We don’t even sit down and ask, what do our guests need? That’s dreadful. We just copy and paste the last event!”From gamified donor experiences and staff-led greetings to runway walk-offs and dogs painting art live onstage, Brittany proves that creativity isn’t just a nice-to-have—it’s a donor retention superpower. In one standout example, she describes an event where guests interacted with service dogs creating art, then bid on those pieces at auction. “People were laughing, posting, and telling the story for weeks,” she recalls.She also unpacks Bloomerang’s new research showing that:· 70% of donors say a fun experience makes them more likely to stay engaged· 53% say gamification was their most memorable event moment· Yet only 6% of fundraisers are implementing this!The takeaway? Nonprofits must ditch the rinse-and-repeat and embrace innovation—starting with the very first hello. Whether you're planning your first gala or your fiftieth, this episode is a game-changer for how you think about donor events.00:00:00 Welcome and Guest Introduction00:02:00 Brittany’s Role at Bloomerang00:03:40 Transitioning from Transactional to Inspirational Events00:06:00 Copy-Paste Event Planning Pitfalls00:08:30 New Research: What Donors Really Want00:10:20 Gamification at Events: Why It Works00:13:00 Making Staff and Board Comfortable with Engagement00:15:00 Rethinking Guest Check-In and First Impressions00:17:00 Dogs Painting Art: An Unforgettable Event Idea00:20:00 Peer-to-Peer Meets Fashion Show Fundraiser00:23:30 Using Event Data for Future Engagement00:27:00 Can Small Teams Pull This Off?#DonorEngagement #NonprofitEvents #FundraisingInnovationFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

May 5, 2025 • 31min
Nonprofit Mergers: Smart Strategy or Last Resort?
Nonprofit mergers and acquisitions aren’t a sign of weakness—they're a powerful strategy for long-term viability and community impact. In this leading edge conversation, we bring together two sector leaders: Tim Davis, President and Managing Partner of Glick Davis and Associates, and Jeffrey R. Wilcox, CEO and Founder of Interim Executives Academy. Together with host Julia Patrick, they chart a bold roadmap for organizational transformation through strategic partnerships, timely interim leadership, and cultural integration.As Jeffrey begins, “A sustainable nonprofit must first be viable. And to be viable, you must be survivable.” He challenges nonprofits to move beyond survival thinking and embrace strategic collaboration before financial or leadership crises strike. Tim Davis builds on that, offering a real-world example of three regional nonprofits merging their missions to secure larger grants and extend their reach: “Instead of three groups asking for $10,000 each, they made a unified ask for $100,000—and won.”The conversation digs into the uncomfortable truths of nonprofit M&A—ego, fear, and lack of information—but offers actionable strategies. Tim emphasizes that success is cultural, not just financial: “Unless you build the culture between organizations, one side is always unhappy.” Meanwhile, Jeffrey explains the unique power of interim leaders to guide organizations through this kind of transformation: “Interims help people reach the conclusion themselves—it becomes their idea, their ownership.”This episode doesn’t just present M&A as a lifeline for nonprofits in distress—it reframes it as a proactive, bold strategy for those who want to own their future. With funding shifts, demographic changes, and leadership transitions accelerating across the sector, Tim and Jeffrey argue that now is the time to build viable, mission-driven collaborations that will withstand what’s ahead.Whether you’re a board member, CEO, or funder, this conversation will challenge your assumptions and equip you with the mindset and tools to explore mergers—not out of desperation, but from a place of strength. 00:00:00 Welcome and introduction of guests 00:01:50 What is transitional leadership and why it matters 00:03:14 How Glick Davis supports nonprofit mergers and turnarounds 00:04:23 Rethinking sustainability: viability vs survivability 00:06:02 Why nonprofits must start M&A talks sooner 00:08:10 Real example: nonprofits merging for financial literacy impact 00:10:13 Navigating ego and mission in M&A conversations 00:11:35 The interim leader’s role in M&A facilitation 00:13:04 Educating stakeholders before merger decisions 00:15:55 Secret sauce of nonprofit M&A: culture building 00:18:27 Knowing when your org is no longer viable 00:22:54 What great interim leaders really do #NonprofitLeadership #StrategicMergers #InterimExecutivesFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show