Your Path to Nonprofit Leadership

101: How to Energize Your Nonprofit’s Social Media (Dana Snyder)SUMMARYDo you find your nonprofit’s digital marketing strategy is simply reacting to the latest social media craze?  As a nonprofit leader, you’re not alone, and you simply don’t have the time or resources to flounder around in a space that is increasingly important to the engagement of critical friends and donors to your organization.  Fortunately, Dana Snyder is the perfect person to talk about this dilemma, and brings a much-needed focus to digital strategy in episode #101 of Your Path to Nonprofit Leadership.  We discuss how to best create a digital strategy for your nonprofit, and how to best invest limited budget to assure effective communication to your key constituents.  Dana also sheds light on the varied motivations behind different generations of donors, and how you can better encourage their loyalty and financial support.  Finally, she shares some of her checklist to hire the right social media staff for your nonprofit.ABOUT DANADana Snyder is an entrepreneur, digital strategist, and passionate conscious consumer. She founded Positive Equation in 2017 with a focus on helping nonprofits cultivate passionate online audiences of donors, partners, and advocates using social media. She offers a unique Missions to Movements program, a 6-month mastermind for innovative nonprofit leaders ready to build a sustainable digital fundraising process, cultivate a passionate online audience and find impact-driven corporate partners to grow brand awareness. Currently based in Atlanta, Dana has worked with Movember, Dress for Success, USTA, Honest Company, Sports Illustrated, American Idol, The Global Foodbanking Network, The Gary Sinise Foundation, LA84 Foundation, and many more on their digital strategies.  Dana is a member of the Purpose Collaborative, an invitation-only, global group of 40+ boutique firms, consultancies, and subject matter experts, all passionate about social purpose. Dana graduated with a Bachelor’s Degree in Advertising and Public Relations from the University of Central Florida.  EPISODE TOPICS & RESOURCESCheck out Dana’s Missions to Movements Mastermind programFollow her 5-Step Checklist to Hire the Right Social Media Staff for your NonprofitAfdhel Aziz’ book Good is the New CoolEmily Heyward’s book ObsessedWin a Free Spot in one of the next PMA Masterminds!

100: Leadership Lessons from the First 100 Episodes (Patton McDowell)SUMMARYReaching the 100-episode milestone on Your Path to Nonprofit Leadership was a wonderful journey thanks to incredible nonprofit leaders who were willing to share their wisdom and experiences with our listeners. Chris Delisio, our guest on episode #24 on the Path, offered to rejoin the show and interview me about the experience since the inaugural episode on November 21, 2019.  Our discussion lifted up many fantastic episodes and the leadership lessons each one produced. Three categories emerged: productivity and management tips, leadership and career development advice, and of course, the best book recommendations and resources our guests could offer.  EPISODE TOPICS & RESOURCESGet your Leadership Self-Assessment and apply for a free registration in one of the next two Mastermind Cohorts!  Click here for the application.Productivity Hacks: self-care routines including diet, sleep, exercise, meditation, reading and journaling; time-blocking and meeting management; Eating the Frog and methods of prioritization; and weekly review ritualsLeadership Lessons: the value of mentors, the importance of lifelong learning plans, the distinction of nonprofit career stages; the importance of organizational culture; and the heightened awareness of race and equity.Ten Book RecommendationsMichael Watkins’ First 90 DaysJohn Gardner’s On LeadershipIbram Kendi’s How To Be An AntiracistLiz Wiseman’s MultipliersDoris Goodwin’s Leadership in Turbulent TimesCarol Dweck’s MindsetAndrew Hollo’s From Impossible to PossibleAdam Grant’s Think AgainKeith Ferrazzi’s Leading Without AuthorityRon Schiller’s The Chief Development Officer

099: Moving Through the Pandemic: What Do We Do Now? (Michael Marsicano)SUMMARYAs one of the most popular guests on Your Path to Nonprofit Leadership, it seems only fitting to bring back Michael Marsicano as the podcast completes its first 100 episodes. On his first visit to the Path (episode #32), Michael raised important questions - and offered key insight - on the role of philanthropy as nonprofit leaders grappled with a global pandemic in April of 2020.  A year later on episode #99, he continues to address many of the important questions that remain, and shares more about the specific programs the Foundation For The Carolinas and its funders are bringing to the communities it serves.  In addition to the organizational leadership the FFTC provides, Michael sheds light on his personal leadership style and how the last year has affected his approach to strategy, team building and lifelong learning.ABOUT MICHAELMichael Marsicano is President and CEO of Foundation For The Carolinas, the community foundation serving Charlotte and the surrounding 13-county region. The Foundation leads a variety of civic leadership initiatives in areas such as affordable housing, economic opportunity, public school reform, the arts and the environment.  Since Dr. Marsicano joined the Foundation in 1999 its assets have grown from $245 million to now more than $2.6 billion. During that time, FFTC rose from the 35th largest community foundation in the U.S. to currently the 6th largest, and now manages nearly 3,000 charitable funds. During his tenure, contributions to FFTC-held funds have exceeded $4 billion and grant awards to nonprofits total more than $2.8 billion. Dr. Marsicano joined FFTC after serving as President and CEO of the Arts & Science Council in Charlotte for 10 years. During his tenure, the United Arts Fund moved to the nation’s highest in per capita in annual giving and became one of the largest endowed arts councils in the U.S.  A native of New York, Dr. Marsicano received his Bachelor of Science, Master of Education and Doctor of Philosophy from Duke University. He is married to the Rev. Leslie Montfort Marsicano, also a graduate of Duke University and the Duke Divinity School. EPISODE TOPICS & RESOURCESThe Foundation’s Report to the Community 2019-2020Learn more about the dramatic growth of the E4E Relief programYuval Noah Harari’s book SapiensIsabel Wilkerson’s book CasteCal Newport’s book Deep WorkMichael Sandel’s book The Tyranny of Merit

98: Embracing Kinship as a Nonprofit Leader (Charlie Elberson, Diane Gavarkavich, Whitney Feld) SUMMARYWhen a prospective funder asks you how to define success for your nonprofit, how do you answer? It seems like a straightforward question, but it usually leads to the more important question: how do you know if you’ve achieved it?  These questions lead to a fascinating conversation with Charlie Elberson and Diane Gavarkavich about the funder perspective, the importance of measurement and outcomes, and the fundamentals of kinship that will help you make your case.  Thanks to Whitney Feld at the Foundation For The Carolinas for putting this episode together!ABOUT CHARLIE, DIANE & WHITNEYCharlie Elberson is a 35+-year ad agency veteran, he helps Wray Ward, Charlotte’s largest agency, create brilliant marketing and branding strategies for their clients. On top of that, he’s been the Trustee of Reemprise Fund, making game-changing grants for visionary non-profits using a venture philanthropy model. Since 2008, the Fund has distributed over $7 million in grants. Diane Gavarkavich is the founder and principal consultant of DTG Community Services. A community researcher and program evaluator, she primarily works with non-profit organizations to evaluate their processes, outcomes, and impact.  Diane holds a B.S. and Ed.D. from Vanderbilt University as well as an MPH and nonprofit leadership certificate from UNC Chapel Hill. Whitney Feld serves as Vice President of Philanthropic Advancement at Foundation For The Carolinas. During her tenure at FFTC, most of her client work has been with individuals and families on current gifting strategies, legacy planning, and multi-generational family engagement and grant making. She holds a B.F.A from Miami University, an M.S.T from Pace University, and a J.D. from the Charleston School of Law. EPISODE TOPICS & RESOURCES·       Gregory Boyle’s book Barking to the Choir: The Power of Radical Kinship·       Gregory Boyle’s book Tattoos on the Heart·       Check out the resources available at the Community Tool Box·       Apply to join one of PMA’s Mastermind Programs!

97: Nonprofit Leaders: When is it Time to Leave? (Kathy Ridge)  SUMMARYOn your path to nonprofit leadership, you will face difficult decisions about whether it is the right time to leave your organization. This decision can be even more difficult if you are the leader of your nonprofit and have dedicated countless hours to the cause and feel genuine concern for its well-being after your departure. Kathy Ridge, our guest on episode #97 of the Path Podcast has helped dozens of nonprofit leaders and their organizations manage transition. She has great advice about how to determine the best time to leave, how you can assure a smooth transition, and what boards of directors can do to effectively evaluate interim solutions.ABOUT KATHYKathy Ridge is the founder of LevRidge Resources, LLC based in Charlotte, NC. Formerly a corporate Executive VP at Wachovia Corporation and the Executive Director of two nonprofits, Kathy has deep experience in leadership, problem assessment and organizational 'turnarounds'. Her finance background, coupled with her years in the nonprofit sector, has given Kathy the knowledge and practical application in being an innovative visionary who can get her hands dirty in tactical implementation. She has served on the boards of the Charlotte Symphony, Child Care Resources, The Women's Impact Fund, The Arts Education Committee of the Arts and Science Council, The Advocacy Committee at First Presbyterian Church and leadership roles on the boards of the Davidson College Friends of the Arts Board, and the Humane Society of Charlotte. In addition to leading LevRidge Resources, Kathy has written and presented on Board and Nonprofit Governance; Succession Planning; Business Essentials for Nonprofits; among other subjects. She taught “Evaluating Nonprofits: Measuring what Matters” in Wake Forest University’s Nonprofit Essentials course for four years.  She has been invited to moderate community panels on a variety of social justice and equity issues. Kathy also helped lead the development of a national set of standards, “Guiding Principles for Executive Transition and Leadership Continuity” for consultants to nonprofits across the U.S.  EPISODE TOPICS & RESOURCESWilliam Bridges’ book TransitionsParker Palmer’s book Let Your Life SpeakCheck out Devlin McNeil’s episode #48 Agile Arts Leadership in the Nonprofit SectorApply to join one of PMA’s Mastermind Programs!

96: Getting a Grip on Uncertainty as a Nonprofit Leader (Gail Bower)  SUMMARYStill feeling a bit paralyzed in your strategic planning given the uncertainty that surrounds us?  This is a perfect time to utilize the talents of a futurist, and that’s exactly the skill Gail Bower brings to episode #96 of the Path Podcast. Gail provides a clear framework to activate your nonprofit’s strategic planning in a way that’s both practical and engaging for staff and board volunteers.  Equally important to your strategic planning effort is Gail’s advice about generating greater value for your corporate sponsors (and more revenue for you), and her reminders about the fundamental marketing plan that your nonprofit may be lacking.ABOUT GAILGail Bower is the founder and president of Bower & Co. Consulting LLC, a revenue strategy firm that works with mission- or purpose-driven organizations to uncover and develop reliable sources of revenue that also drive their social or environmental missions. Gail launched Bower & Co. in 2005, but she has been focused on revenue generation and enhancement, working with organizations of all sizes and scope, for over 30 years. She’s worked with companies like AT&T, Coca-Cola, Coors, Essence Magazine, Gibson Guitar, Sunoco, Mercedes-Benz., Folger Shakespeare Library, the New Orleans Jazz & Heritage Foundation, the Newport Jazz Festival, the Social Enterprise Alliance, and the Women’s Business Enterprise National Council. Trained as a futurist, Gail studies where society is headed, what trends are on the horizon, and how these trends impact her clients’ businesses. Gail has been interviewed about her work by Marketplace, the New York Times, the Wall St. Journal, Time magazine, U.S. News & World Report,  and as a writer, she created the guidebook How to Jump-start Your Sponsorship Strategy in Tough Times. She’s working on new book, entitled Money + Mission: The New Partnership to Engage Employees, Customers and Communities While Driving Business Growth. As a speaker, she presents frequently at regional and national conferences and events and has led executive leadership workshops at Temple University and Bryn Mawr College. EPISODE TOPICS & RESOURCESCheck out Gail’s blog SponsorshipStrategist.comGet your free copy of Gail’s tool: Must Attend Virtual Events in 7 StepsGail’s Sustainability Quotient blog post with a link to the assessmentThe Sponsorship Seeker’s Toolkit by Kim Skildum-ReidPema Chodron’s book When Things Fall ApartCheck out Ben Mohler’s episode #92 4 Stages of Nonprofit LeadershipApply to join one of PMA’s Mastermind Programs!

95: Adapting Your Plan to Nonprofit Leadership (Bob Carter)  SUMMARYAre you open to new opportunities along the path to nonprofit leadership?  None of us know exactly where our journey will take us, but advice from Bob Carter, the guest on episode #95 of the Path Podcast, will certainly help.  Bob brings four decades of leadership experience in the charitable sector, and leads one of the top philanthropic consulting practices in the world at Carter Global.  He shares many of the lessons he’s learned along the way, including specific resources on fundraising and board development, as well as advice he remembers from many of the “accidental mentors” he encountered along the way. Bob is also a great champion for life-long learning, and it will be hard not to work on your professional development plan once you’ve finished listening to his ideas and suggestions!ABOUT BOBBob Carter is one of the world’s most respected, experienced and recognized experts in the areas of Institutional Strategy and Philanthropy. During the past four decades, Bob has helped strengthen a variety of organizations throughout the world by helping them overcome challenges and capitalize on opportunities to be successful. Bob and his colleagues concentrate on building dynamic teams to deliver specific services that meet the unique needs of charities and donors. His service as member and chair of numerous not-for-profit boards lends firsthand experience to his governance counsel. Bob established Bob Carter Companies in 2011 and currently serves as the Chairman under the new Carter brand. Prior to forming the Bob Carter Companies, Bob spent three years as a Senior Advisor for Changing Our World and Omnicom Nonprofit Group. Before this, Bob spent 26 years with Ketchum, one of America’s largest fundraising consulting companies. The last 15 years with Ketchum, Bob was the President & CEO. Prior to joining Ketchum in 1981, Mr. Carter served as Vice President for University Relations at The Catholic University of America; Director of Development for Arts and Sciences and Engineering, and Associate Director of Annual Giving at The Johns Hopkins University; Assistant to the Headmaster at the Gilman School in Baltimore; and both taught and organized the development office at The Boys’ Latin School in Baltimore. He has decades of experience in development and capital/endowment campaigning.EPISODE TOPICS & RESOURCESHarold Seymour’s book Designs for Fund-RaisingCheck out Bob’s interview at AFP ICON VirtualAdrian Sargeant and Jen Shang’s book Fundraising Principles and PracticeJerry Panas’ book Asking Apply to join one of PMA’s Mastermind Programs!

94: Can Nonprofit Leaders Bring An Equity Lens to their Strategic Planning? (Anna Dewar Gully)  SUMMARYMany nonprofit organizations are talking about equality, diversity and inclusion, but are they making genuine progress to support their stated goals?  Making public statements is a start, but incorporating DEI into the fabric of your nonprofit organization requires an intentional strategic planning effort, and that’s exactly how Anna Dewar Gully wants to help.  Anna’s use of the equity lens as a fundamental part of strategic planning is gaining traction worldwide, and her firm Tidal Equality is providing resources and guidance for organizations of all sizes and types. As the guest on episode #94 of the Path Podcast, Anna will help you understand and avoid the wrong ways to approach equity and racial issues at your organization, and offers practical examples of nonprofits that have successfully addressed the kinds of challenges with which many others are still struggling. Anna also explains the unique challenges many boards of directors are facing as it relates to DEI, and how they can better contribute to a solution.ABOUT ANNAAnna Dewar Gully is Co-CEO & Founder of Tidal Equality, a tech-enabled strategy firm focused on solving the problem of inequality at scale with radically new solutions like the Equity Sequence™, a simple practice anyone can learn to break down inequity in decision-making and design. Anna founded Tidal Equality with her business partner Dr. Kristen Liesch and together with their growing global team they deliver new and effective methods for helping clients in the public and private sectors build equity, diversity, and inclusion.  Prior to establishing Tidal Equality, Anna spent 15+ years leading enterprise-wide strategy, organizational change, and strategic public policy initiatives in the not for profit and government sectors in organizations including the YMCA of Greater Toronto, the City of Toronto, and health sector organizations in Canada and the UK. Since founding Tidal Equality she has also gained significant experience in the corporate world with clients including Virgin Media UK, the Royal Bank of Canada, Glassdoor, and more. She completed her Masters at the University of London (UK) and her undergrad at McGill and today resides in Toronto, Canada with her husband and two children. EPISODE TOPICS & RESOURCESDaniel Kahneman’s book Thinking, Fast and SlowLearn more about Tidal Equality’s Equity SequenceValerie Williams’ episode #73 What Nonprofit Leaders Must Do to Support Their Teams Apply to join one of PMA’s Mastermind Programs!

93: Leadership Lessons from The Duke Endowment (Rhett Mabry)  SUMMARYIt’s hard not to be impressed by an organization that has contributed over $4 billion in grants to nonprofit organizations since its inception, but that’s exactly The Duke Endowment has done, making it one of the largest 501(c)(3) private foundations in the United States. Equally impressive as the Endowment’s impact on its four program priorities (higher education, health care, rural church and child care) is the thoughtful leadership that President Rhett Mabry and his team bring to the philanthropic sector. As the guest on episode #93 of the Path Podcast, Rhett not only shares a wealth of knowledge from his three decades of experience in the charitable sector, but also specific advice for current and aspiring leaders in the nonprofit community.  What are funders like the Endowment looking for in you as a nonprofit leader?  What about your board?  What do they want to see in your strategic plan and in your methods of evaluation?  Lots of fascinating insight, and a unique opportunity to learn the answer to the question on your mind: “I wonder what the funder thinks about my nonprofit?”ABOUT RHETTA native of Greensboro, NC, Mabry joined the Endowment in 1992 as Associate Director of Health Care. He became Director of Child Care in 1998, was named Vice President of the Endowment in 2009, and became President in 2016. Mabry holds a Master of Health Administration from Duke University and a bachelor’s degree from UNC Chapel Hill. Before joining the Endowment, he was a manager at Ernst & Young and HCA West Paces Ferry Hospital. He has served on the North Carolina Governor’s Early Childhood Advisory Council and the board of the North Carolina Center for Public Policy Research. He is a past board chair of the Southeastern Council of Foundations, and serves as an Observer to the Duke University Board of Trustees. He also serves on the board of Candid, a national organization that compiles and evaluates philanthropic data.EPISODE TOPICS & RESOURCESRon Chernow’s book GrantLearn about the Endowment’s work through the MDC (Manpower Development Corp.)Craig Bass from Alexander Youth NetworkCenter for Effective Philanthropy President Phil Buchanan’s book Giving Done RightBlue Meridian PartnersKelly Fitzsimmons and Project EvidentApply to join one of PMA’s Mastermind Programs!

92: The 4 Stages of Nonprofit Leadership (Ben Mohler)  SUMMARYWhere do you fall within the different stages of nonprofit leadership? Our guest in episode #92 of the Path Podcast offers a fascinating view of career development in the charitable sector by breaking it into four distinct stages. Ben Mohler brings extensive experience in higher education leadership as well as his distinction as an ACFRE within the fundraising community. We had a great discussion about the different stages of nonprofit professional development including Learning, Doing, Growing and Re-Investing. Great ideas and take-aways no matter where you are on the Path, and advice you can apply yourself as well as help those on your team build their plan too.ABOUT BENBen is the Vice President of Institutional Advancement for the Kentucky Community and Technical College System (KCTCS). In this role, he oversees the KCTCS Office of Philanthropy and the KCTCS Office of Grants Administration. With 16 colleges and more than 70 campuses, KCTCS is the Commonwealth’s largest postsecondary institution. He also serves as executive director of the KCTCS Foundation, Inc. He is a fundraising expert including specialties in board development, strategic planning, and career coaching and supports nonprofits through his consulting practice GivingThree. Mohler most recently served as assistant vice president for development at Eastern Kentucky University. His background also includes key advancement roles at UNC Charlotte, Cedarville University, and The University of Texas at Austin. He earned a master’s degree in philanthropy and development from St. Mary’s University of Minnesota and a bachelor’s degree in communication arts from Cedarville University. He is a Certified Fundraising Executive (CFRE) and has earned the Advanced Certified Fundraising Executive (ACFRE) credential. He currently serves on the ACFRE Board. Mohler was named to Charlotte Business Journal's "Forty Under 40" in 2013 and the AFP Bluegrass Chapter honored him with their Exemplary Service Award in 2015. He currently serves as a member of the board for the United Way of Kentucky. He and his wife Christina make their home in Kentucky's bluegrass region with their four children, Etta, Clark, Eliza, and Della. His personal interests include spending quality time with family, painting, printmaking, home-brewing, and music.EPISODE TOPICS & RESOURCESCheck out Ben’s great resources at GivingThree including essential nonprofit booksMichael Roberto’s book Unlocking CreativityJulia Cameron's book The Artist's WayRichard Muller’s book Physics for Future PresidentsApply to join one of PMA’s Mastermind Programs!