Julia C. Patrick and Tony Beall turn board jitters into momentum with a simple, generous framework: four board roles that make fundraising feel natural, human, and actually fun. Julia sets the tone with a zinger that boards will remember: “This is not a no situation. This is a KNOW situation.” From there, Tony maps the path: “Prospector, cultivator, solicitor, and steward—four very simple roles that are really impactful.”

Prospectors spark the pipeline by looking at real relationships—LinkedIn, circles of influence, workplace connections—to spot people who might love your mission. Julia notes this is the one job every board member can do without sweaty palms. Cultivators then step in as brand ambassadors, sharing stories, hosting small gatherings, and learning what lights a supporter up—without making the ask. Think hype team with heart!

Next up: solicitors. Some board members truly enjoy asking (yes, unicorns exist). Tony clarifies that “strength in numbers” doesn’t mean bringing a stranger to the ask; the right voice in the room is the one with an authentic relationship. Finally, stewards keep the glow going—handwritten notes, quick calls, social shout-outs, tours—feeding the feedback loop so staff and board hear what donors feel and see. Introverts rejoice: stewardship offers tons of low-pressure ways to shine.

Julia and Tony keep it real about energy, fit, and growth. Not everyone will love every role, but everyone can contribute somewhere—and many will stretch into new skills with a little structure and encouragement. The pair celebrate their new book, The Architecture of Fundraising (artwork by Tony, applause from Julia), and salute Executive Producer Kevin Pace for nudging the dream into reality.

Bottom line: pick your lane, keep the lanes moving, and talk about them at every board meeting with intention. When board members match their temperament to the right role, confidence rises, the process hums, and your mission gets the fuel it deserves.

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Donor communication isn’t a seasonal chore—it’s the garden you tend all year. In this lively conversation, James Misner, Founder & Owner of The Kipos Group (Greek for “garden”), shows how consistent, human-centered messages keep supporters engaged, confident, and eager to act. His opening frame is memorable: schools send multiple reminders for an early bus drop-off because people are busy; nonprofits should be just as persistent—thoughtfully. As James says, “You should not be afraid to reach out to your donors… they need you to serve them by communicating frequently.”

James introduces a practical “trust triangle”: organization, leadership, and impact. Rotate your content so supporters see a stable organization with real stories, a visible and thoughtful leader, and outcomes that are tangible. Variety matters—mix email, social, mail, live streams, and short videos so people meet you where they already are.

He’s blunt about retention. Too many nonprofits don’t know their number, and the sector average still hovers around mid-40%. Causes of lapse you can’t control (life events) exist, but others are absolutely in your hands: saying thank you promptly and showing outcomes clearly. “If you do that, and that alone, and you do that regularly, your donors are going to stick with you.” James shares a jaw-dropping example of unthanked five- and six-figure donors—proof that basics move mountains.

To win in today’s attention economy, flip the script: make the donor the main character. Replace “we did X” with “you made X possible,” pairing metrics with meaning. Anchor stories in universal emotions (worry, hope, pride, relief) so even complex issues feel relatable. Segment when useful, but never lose the thread of human feeling.

James also adapts classic business wisdom for fundraising: keep donors, invite them to bring friends, grow generosity without eroding trust, and operate efficiently. The math is compelling—modest retention gains transform budgets, especially under $1M. The mindset is calmer, too: breathe, be thoughtful, and show up regularly with messages that serve.

Bottom line: water the garden weekly. Use stories, data, leadership voice, and channel variety to build trust. Put the donor at the center, thank quickly, report outcomes often, and watch retention—and impact—bloom.

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Nonprofit hiring is not matching the national headlines, says Katie Warnock, founder and president of Staffing Boutique. While recent reports suggest softer job numbers and higher unemployment, she’s seeing the opposite on the ground: “We had a really slow two quarters, and we’ve been so busy basically since after July 4th weekend.” Executive searches are surging, selective contract roles are back, and LinkedIn is “popping” with real openings—especially across development and campaign management.

The cost of churn remains steep. Katie points to a national onboarding average around $4,100—often higher in New York—once you factor technology, training, time from other staff, and HR overhead. Healthcare pressure is reshaping behavior, too: some nonprofits keep long-term temps on agency payroll to avoid absorbing benefits costs. That creates short-term budget relief but risks long-term stability.

Compensation is a persistent constraint. Corporate teams can flex salaries across a department; nonprofits live inside board-approved budgets for one to three fiscal years. As a result, Katie urges leaders to compete with something other than base pay: flexible work design, professional development, wellness perks, and individualized schedules. “You do not have a recruitment plan unless you have a retention plan,” she says. That retention plan should be tailored—“a buffet” of options aligned to what your own people actually want.

Flexibility is the top request. Remote or hybrid schedules remain a decisive factor for candidates (Katie notes that roughly a third of responses to a 1,000-person outreach said “I want a remote job”). Some organizations are testing a 9/80-style calendar to give every other Friday off. Others fund upskilling, reimburse gym memberships, expand fertility benefits, or simply allow staggered start/stop times to match how people work best.

Still, leaders should balance flexibility with culture. Katie acknowledges that fully remote teams can lose the informal learning and creative lift that happens before and after in-person meetings. Board members are noticing the productivity difference. Her view: know your workforce, listen through regular check-ins (not just exit interviews), and publish options everyone can access—then let staff choose what fits their season of life.

Finally, plan for burnout—especially in the C-suite where many leaders delayed retirement through COVID and are now exhausted. Encourage time off, normalize boundaries, and recognize that Q4’s fundraising sprint amplifies strain. The bottom line: retention is strategy. Build it intentionally, budget for reality, and give your people modern ways to do their best work.

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Our national co-hosts and amazing guests discuss management, money and missions of nonprofits!
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