Your Path to Nonprofit Leadership

171: How to Build Trust as a Nonprofit Leader (Teresa Mitrovic)SUMMARYAre psychological safety and trust key elements of your leadership? How does trust change workplace culture? What is a leader’s role in trust and how do you build psychological safety while maintaining accountability? In episode #171 of Your Path to Nonprofit Leadership, author and coach Teresa Mitrovic advocates for trust as the crucial factor in organizational health. Learn what it means to create and adapt to this type of environment and discover what a high-performing team operating in psychological safety and trust really looks like. She shares how this model better attracts energized and resilient talent while significantly reducing turnover, which is a critical issue for nonprofit leaders around the world. ABOUT TERESATeresa Mitrovic is an author, coach and consultant who teaches leaders how to build performance while enabling psychological safety and trust. She has given keynote speeches at conferences, delivered immersive workshops for corporate audiences of up to 250 and cites delivering a Resilience workshop at Buckingham Palace as a career highlight. Before retraining as an Executive & Corporate Coach, she had a leadership career spanning two decades working for Hasbro, The Walt Disney Company and Universal Pictures amongst others. A high performer, she found the increasing demands of senior leadership and single parenthood increasingly exhausting. Learning how to coach as a leader was the turning point that inspired her career change. In the 9 months following the shift in her leadership style, workloads were reset, work pressure was paced, team cohesion, alignment and performance improved and profit grew three-fold. Since then, Teresa has worked with corporate and civil organizational clients globally. A New Zealander, Teresa has lived in Auckland and London but now lives in Melbourne with her husband and dog.EPISODE TOPICS & RESOURCES The Fifth Discipline: The Art & Practice of The Learning Organization by Peter SengeRead Teresa’s book The Currency of ConnectionLearn more about Teresa and ORO Collective hereCheck out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector Take our Podcast Survey and let us know what you want to hear!

170: How Can Your Nonprofit Be More Effective Seeking Grants? (Gauri Manglik)SUMMARYAs a nonprofit leader, are you focused on the most important elements that help you generate more funding? In episode #170 of Your Path to Nonprofit Leadership, learn how to better train your staff, measure the impact of your team, and choose the best tools for your nonprofit from Gauri Manglik, creator of a barrier-breaking grant discovery, research, and tracking tool. Aside from your mission, the talent you attract and retain is crucial to the success of your nonprofit. Having served over 2,000 nonprofit organizations, Gauri shares what she’s observed about successful nonprofits and how they manage their people and technology. In this age of big data, she breaks down unique trends nonprofit leaders should look for and how to leverage quantitative insight when applying for funding.ABOUT GAURIGauri has dedicated her career to building intuitive and delightful user experiences. Seeing the opportunity to force multiply the nonprofit sector's ability to create impact through software led to her work at Instrumentl. As CEO and a co-founder, she has led Instrumentl to serve over 2,000 nonprofits today, making it a favorite tool among grant seekers for bringing grant prospecting, tracking, and management to one place. Before Instrumentl, Gauri was CEO and co-founder of Fondu, an online community for sharing bite-sized restaurant reviews. After Fondu was acquired by Airbnb, Gauri led their mobile and special projects teams.EPISODE TOPICS & RESOURCES The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga​​​​​​​Learn more about Gauri and Instrumentl here.Use code NPLPOD50 to save $50 off your first month or year of Instrumentl.Sign up for a 14-day free Instrumentl account here: https://www.instrumentl.com/r/PathTake our Podcast Survey and let us know what you want to hear!Check out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

169: How to Assess the Philanthropic Culture of a Nonprofit Organization (Armando Chardiet)SUMMARYDoes your organization have a philanthropic culture? How do you know?  Armando Chardiet discusses exactly that in episode #169 of Your Path to Nonprofit Leadership, and provides recommendations to best stand out as you seek philanthropic support. He also shares what he looks for in recruiting talent, and why mentorship has been the most significant asset during his nonprofit career. Armando defines what it means to have a philanthropic culture, then explains how to create and maintain that culture throughout all facets of the organization. He discusses the shift taking place in philanthropy where individual donors and corporate foundations are driven by a more focused market strategy in areas they fund while simultaneously becoming much more critical in evaluating associated outcomes. ABOUT ARMANDOArmando L. Chardiet, MSW, is president of the Atrium Health Foundation, supporting one of the most comprehensive and highly integrated not-for-profit healthcare systems in the nation. As a member of the executive leadership team, he is responsible for all philanthropic initiatives and fundraising campaigns that allow the organization to advance its mission to improve health, elevate hope and advance healing – for all. A recognized leader in the world of philanthropy with significant experience in establishing a strong culture of charitable giving, Chardiet joined Atrium Health in May 2017. Previously, Chardiet served in a variety of leadership roles, including chair of the Philanthropy Institute at Cleveland Clinic and chief advancement officer and assistant vice dean at the University of Pennsylvania Health System and the University of Pennsylvania Medical School. Chardiet holds his Bachelor of Arts degree in international relations and Latin American studies from Southern Connecticut University and earned a Master of Science degree in social policy research from the University of Pennsylvania. He also holds an advanced certificate degree from the University of Pennsylvania in research.EPISODE TOPICS & RESOURCESThe First 90 Days by Michael WatkinsLearn more about Atrium Health FoundationWe invite you to take our new Podcast Survey!Have you read Patton’s new book Your Path to Nonprofit Leadership 

168: Will Your Nonprofit Sustain Excellence for the Next Generation? (Regina Moody)SUMMARYHow prepared is your organization as the philanthropic sector experiences post-pandemic changes? With increased competition for funding, are you communicating your mission and values effectively and managing your digital technology? In episode #168 of Your Path to Nonprofit Leadership, Regina Moody, who has had a remarkable 40-year career at a single organization, shares lessons she’s learned on her journey and what she sees for the future of the sector. Regina discusses the increasing reliance on technology and experiences she’s had with such things as policy changes, fundraising, and accreditation processes and compliance. You’ll hear vital advice on managing transitions at many levels, recruiting and retaining talented staff, and engaging with your board of directors. Learn what it takes to be an effective, impactful and intentional leader for the ages.ABOUT REGINARegina Moody has served as a visionary force, guiding Holy Angels through significant growth and development during her 40-year tenure. Her professional career has been to create a place of “loving, living and learning for the differently able”. Regina has led Holy Angels through National Accreditation (CARF-Commission on Accreditation of Rehabilitation Facilities) and expansion of programs and services to provide additional opportunities to improve the overall quality of life for the residents. During Regina's tenure, she took Holy Angels from a single building to a nonprofit that encompasses 17 buildings, including four business enterprises. Regina helped to start Cherubs Café, allowing some residents the opportunity to have meaningful employment. Because of Regina, Holy Angels is internationally recognized for some of its innovative programming and services specializing in comprehensive medical and developmental programs. The list of awards and accomplishments for Regina is long. In 2020, she was awarded the North Carolina Order of the Long Leaf Pine award, the highest honor given by the governor to those who have made significant contributions to the state.EPISODE TOPICS & RESOURCESServant Leadership by Robert GreenleafQBQ! The Question Behind the Question by John G. MillerLearn more about Holy AngelsCheck out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

167: Horror Stories of Fundraising: What Would You Do? (Jay Frost)SUMMARYThink you're the only one to experience a fundraising horror story? Well, Jay Frost is here to assure you’re not alone and there are ways you can avoid these scary situations. In episode #167 of Your Path to Nonprofit Leadership, he shares the critical importance of having policies and procedures in place to avoid your own horror stories and sustain your strategic plan. Learn how often to review and with whom they’re communicated to better build partnerships of trust. In discussing real fundraising horror stories, Jay identifies where things broke down and how we can learn from previous mistakes. ABOUT JAYJay Frost has worked with thousands of organizations to identify and pursue billions in fundraising opportunities around the world over the past thirty-five years. He is recognized as one of "America's top 25 fundraising experts" by Philanthropy Media, one of the Top 8 Fundraising Influencers by Elevation Media, among the Top Twelve Excellent Fundraising Consultants by Double the Donation, and a Top 100 Charity Influencer by Onalytica. A consultant to nonprofits and an advisor to companies serving the philanthropic marketplace, Jay advises organizations at all stages of their efforts, from startup through capital campaigns. Jay is also the Host of DonorSearch’s Philanthropy Masterminds Series, which has offered over 600 programs to tens of thousands of attendees since its debut in 2016. He has addressed hundreds of meetings across the US, Canada, Asia, the UK, and the Middle East.EPISODE TOPICS & RESOURCES Prospect Research for Fundraisers by Jennifer Filla and Helen BrownThe Artful Journey: Cultivating and Soliciting the Major Gift by William SturtevantAsking by Jerold PanasLearn more about Jay as a speaker here and as a consultant hereListen to Jay’s Mastermind Podcast and Mastermind WebcastCheck out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector 

166: Transitions in Nonprofit Leadership: Are You Ready to Make a Move? (Mazarine Treyz)SUMMARYAre you pondering your place in the philanthropic sector? The COVID-19 pandemic has changed the world and its effects are being felt across all industries. In episode #166 of Your Path to Nonprofit Leadership, multifaceted career coach Mazarine Treyz discusses some factors that nonprofit leaders should keep in mind as they prepare for the next normal. She advocates for such things as self-care, equal pay and the need to find fulfilment in your career choices, regardless of the transitions ahead. We are in a cultural transition where individuals, organizations and society can look forward to shaping their futures rather than just grinding through the present.ABOUT MAZARINEMazarine Treyz loves to help you ask for more. She hosts the Asking for More podcast and mastermind. Mazarine has written a 5-star rated book on fundraising careers, called Get the Job! Your Fundraising Career Empowerment Guide and has helped over 1000 people move on up in their careers. Treyz founded the first fundraising career conference in spring 2015 and has done 13 conferences since then, each year learning more and more about the workplace justice movement.Mazarine excels at motivating audiences to lead and question the status quo. She taught over 20,000 people from 2011 to 2022. She has written 10 e-courses on fundraising & 3 books on nonprofit careers, fundraising and marketing. She has 13 years’ experience providing online workshops and trainings, including Fundraising trainings, Diversity Equity Inclusion trainings and a certification from the Racing to Equity Leadership Institute in 2021. She hosted the Name It podcast from 2019-2021, interviewing DEI leaders to further advocate for equity in our sector.EPISODE TOPICS & RESOURCESThe Psychology of Executive Coaching: Theory and Application by Bruce PeltierLearn more about the Nonprofit Consulting Conference​​​​​​​Learn more about the work Mazarine is doing here​​​​Check out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

165: 3 Technology Traps All Nonprofit Leaders Must Avoid (Bill Connors)SUMMARYAre you overwhelmed by the sheer volume of data at your nonprofit? Are you making the most of your CRM to streamline your data in productive ways? In episode #165 of Your Path to Nonprofit Leadership, Bill Connors explains why understanding technology is a vital skill many nonprofit leaders aren’t taking seriously enough. He shares his three S’s that senior management should avoid for the long-term well-being of their organization and the successful retention of top employees. Learn how to make decisions about technology that will best serve your nonprofit and the people who rely on it to efficiently and effectively get their jobs done. Bill provides practical advice and best practices for maintaining appropriate security to protect your data, and what good is all this data unless it helps grow your mission and your fundraising? Bill has those answers too. ABOUT BILLBill Connors, CFRE, bCRE-Pro has been a consultant and trainer on the Blackbaud fundraising software Raiser’s Edge since 1995, having worked directly with over 360 organizations. He started his own consulting and training practice in 2005. In 2010, Wiley published Bill’s book Fundraising with The Raiser’s Edge: A Non-Technical Guide. Until 2005, Bill was Principal Consultant for Fundraising Systems for Blackbaud, having helped found the Blackbaud consulting program in 1998. He has been providing consulting and training on Raiser’s Edge in the United States, Canada, the United Kingdom, and Europe since 1995. He previously served as Senior Consultant for Fundraising Technology for a London fundraising consulting firm. Having spent his entire career in nonprofit work, Bill also worked for Junior Achievement as the Director of Development in Arizona and as Director of Field IT for the national headquarters, overseeing the roll-out of Raiser’s Edge in the field offices. Bill is an honors graduate of Yale University with two master’s degrees, including a recent one from Harvard Divinity School. Bill lives in Folsom, California, east of Sacramento, with his partner and loves sweets, especially ice cream.EPISODE TOPICS & RESOURCESThe Artful Journey: Cultivating & Soliciting the Major Gift by William SturtevantLearn more about technology from Bill hereCheck out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

164: Building an Organizational Culture of Advocacy (Eric Mitchell)SUMMARYYou likely bring a passion for change to your leadership role, but are you channeling that passion in the most effective way possible? Are you the advocate for the societal change you aspire to see? In episode #164 of Your Path to Nonprofit Leadership, one time Capitol Hill congressional staffer turned executive director Eric Mitchell explains the missing component to senior nonprofit leadership: advocacy. You may know policies and regulations that can impact your organization, but Eric explains the importance of advocating for policy change that would better affect the community you’re there to serve. Don’t go it alone. Learn how to build a coalition of many to lobby lawmakers. Eric discusses how to advocate for legislation, regulations and policies that get to the root causes which impact people’s daily lives and not just continuously treat the symptoms. You’ll also hear many lessons learned from someone who has crossed various sectors along his career journey.ABOUT ERICEric Mitchell is the Executive Director of the Alliance to End Hunger. In his role, he leads the Alliance’s strategic direction, including expanding and mobilizing its network of companies, nonprofit organizations, universities, foundations, and individuals. Prior to the Alliance, Eric served as Director of Global Government Relations for Adtalem Global Education, where he partnered with local government officials, businesses, and civic organizations in the United States and the Caribbean. He also served for six years as the Director of Government Relations at Bread for the World. Eric began his political career on Capitol Hill, serving as Policy Advisor to civil rights icon, U.S. Congressman John Lewis (D-GA), and Legislative Assistant to U.S. Congressman Sanford D. Bishop, Jr. (D-GA).In 2014, Eric was included in The Root 100 most influential African Americans under the age of 40. He was also recognized as a “Top Lobbyist” from 2014 to 2019 by The Hill newspaper.EPISODE TOPICS & RESOURCESThe End of Fundraising: Raise More Money by Selling Your Impact by Jason SaulLearn more about Eric and the work he’s doing at the Alliance to End Hunger hereCheck out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

163: The First Step to Nonprofit Leadership: Taking Care of Yourself (Georgia Krueger)SUMMARYHow can you best be there for your organization, your employees, the individuals you serve and your own family if you aren’t taking care of yourself? In episode #163 of Your Path to Nonprofit Leadership, we talk with Georgia Krueger, as she explains why self-care is so important to be your best, feel your best, and, yes, give your best. She shares the importance of incorporating safeguards to care for your heart, mind, body and spirit, so you have the clarity to guide your thinking, ideas and actions. Throughout our conversation, Georgia shares candid insights about specific decisions and pivotal moments and why she credits intentional self-care to see her through. ABOUT GEORGIAGeorgia Harris Krueger has worked in the world of not-for-profits for over 30 years in a variety of settings. A 20-year career with the YMCA spans roles from Aquatics Director to Director of Camp Thunderbird to the Executive Director position at the Lake Norman YMCA in Davidson, NC. Most recently, Georgia served as the CEO of Ada Jenkins Center in Davidson, NC where she was instrumental in building collaborative partnerships, creating an endowment program, raising funds for and completing major renovations for the Center, almost doubling the annual budget due to increased client-partner and community demands, while positioning the Center as a leader in strengthening the community.EPISODE TOPICS & RESOURCESJesus, CEO: Using Ancient Wisdom for Visionary Leadership by Laurie Beth JonesEat That Frog: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time by Brian TracyManaging At the Speed of Change by Daryl ConnorJump Start Your Business Brain: The Scientific Way to Make More Money by Doug Hall Check out Patton’s new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

162: Are You Ready to be A Nonprofit CEO? (Karen Eber Davis)SUMMARYAre you ready to be the kind of leader a nonprofit organization needs as well as inspire the best in others? In episode #162 of Your Path to Nonprofit Leadership, Karen Eber Davis discusses what she calls readiness characteristics necessary to be this type of dynamic leader. Through Karen’s extensive research of new CEOs, she identifies skills both emerging and current nonprofit leaders should embrace. Are you prepared to be the decision maker? Learn how to make your leadership more impactful, authentic and rewarding as you manage board challenges, fundraising and talent acquisition, retention and costs. Karen shares her top three takeaways that affect the readiness for a new nonprofit CEO. You’ll hear “what worked and what didn’t” advice she discovered during her many interviews with new CEOs and some interesting approaches to the first 90 days as CEO. And finally, we discuss self-care, something every nonprofit leader should be cognizant of practicing.ABOUT KARENToo many nonprofit CEOs and executive directors struggle to lead their organizations without a trusted advisor. As one, Karen Eber Davis Consulting guides nonprofit leaders to generate the resources and support they need to make remarkable mission progress. Working together, they get answers, generate revenue, and grow missions. As the founding principal of Karen Eber Davis Consulting, Davis is known for her innovation and practicality based on her work with or visits to over 1,000 nonprofit organizations and her vast experience with personnel, boards, and fundraising. She is the author of 7 Nonprofit Income StreamsandLet’s Raise Nonprofit Millions Together.EPISODE TOPICS & RESOURCESLearn more about Karen’s CEO research hereLet’s Raise Nonprofit Millions Together: How to Create Revenue Heroes at Your Organization by Karen Eber DavisNever Split the Difference: Negotiating as If Your Life Depended on It by Chris VossKaren’s CEO LibraryNonprofit Staff Recruitment: Building Your Employee PipelineCheck out Patton’s new book Your Path to Nonprofit Leadership