A Modern Nonprofit Podcast (The Charity CFO, LLC)

It's Episode 100 of A Modern Nonprofit Podcast! In this special episode, Tosha Anderson talks to Aaron Landis also from The Charity CFO. They provide real-world stories and situations from many years of experience working with nonprofits. Check this out and hear confessions from the nonprofit world that take you behind the scenes of what they've seen and heard working with a variety of organizations.

Get in Touch with Tosha, Aaron, and The Charity CFO!

Connect with Tosha on Linkedin: https://www.linkedin.com/in/tosha-anderson-cpa-57489512/ 

Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronevanlandis/ 

What to watch next…

Check out our latest episode here: https://www.youtube.com/watch?v=nL-TbFOzm3U 

And you’ll want to watch this trending episode on how to scale a nonprofit: https://www.youtube.com/watch?v=i4iw33f5gC0&t=316s 

What’s new on our website?

As we celebrate 100 episodes, learn more about the team behind A Modern Nonprofit Podcast here: https://thecharitycfo.com/about-us/ 

Follow Us Online

Stay connected and get more exclusive content on:

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Welcome back nonprofit leaders to another episode of A Modern Nonprofit. Think you know influencers? Think again! Tosha and special guest Nick Lynch, CEO of Collidescope.io, dive deep into the world of authentic partnerships, how they're built, and the magic that makes them so impactful. Not just a digital marketing whiz, Nick's journey from being a cancer survivor blessed by Make-A-Wish to his mission-driven endeavors in LA is super inspiring. Learn about identifying partnerships, key opinion leaders, and the three tenets of social media for nonprofits. More on our Guest: Nick Lynch is a standout in the digital realm, crafting solutions to help brands connect with online audiences and is deeply committed to nonprofit causes. His passion led him to launch Collidescope.io during the COVID-19 pandemic, a platform aiding nonprofits by offering social media analytics. Recognizing its potential, StartUs named Collidescope.io among the top 5 Social Tech Startups of 2021. With a decade of experience spanning MySpace to Amobee, Nick's expertise lies in digital media and ad tech. He values execution as the key to revenue and innovation. Throughout his career, Nick has been highlighted in global media outlets, including TechCrunch and Forbes. 🔗 For more information on Nick Lynch 💻 Website 👥 LinkedIn -------------------------------------- 🔗 For more content by The Charity CFO head to... 💻 Website 👥 LinkedIn 🎥 YouTube 📸 Instagram 🗺 Facebook

How do you grow your mission without chasing the money?

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission?

Curious about how you can be sure a new revenue stream is a great fit for your organization?

You need to listen what Bill Woolsey has to say about earned income.

This week on A Modern Nonprofit, Bill Woolsey joins us to talk about how nonprofits can diversify their revenue streams with earned income opportunities, and tips for making sure those opportunities align with your mission and values.

Bill is the founder of FiveTwo Network and focuses on helping entrepreneurs grow their mission and build better programs by prioritizing revenue generation.

Tosha and Bill talk about how you can diversify your revenue streams with earned income. In this episode, you’ll find out:

• Ways for-profit companies can set up a nonprofit operation or foundation to advance their cause of choice. (4:02)
• How diversifying your revenue streams communicates a hand-up, not just a hand-out. (7:34)
• Why your earned income sources MUST align your mission (9:34)
• The #1 scarcity mindset shift nonprofits need to make and why it’s so hard to find a balance between your mission and the money needed to grow it. (15:50)
• The role every nonprofit founder has to own in order to grow their mission, and why that can be hard for many nonprofit leaders. (18:52)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on how entrepreneurs can combine faith and business through new ventures, visit FiveTwo Networks @ fivetwo.com.

https://Fivetwo.com
https://startnewtraining.com
https://startnewtraining.com/mini-course

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/5iiGXD5-y7A

Grab some coffee and get comfortable because you do not want to miss any of this episode of A Modern Nonprofit Podcast. In this episode, host Tosha Anderson speaks with Andy Johnston of Building Impact Partners and author of "Money with Meaning: How to Create Joy and Impact Through Philanthropy." They discuss a wide range of topics around ultra high net worth individuals, and how to engage them as potential donors. But there is a lot more to it than you might think at a glance. Some of what is touched on in this episode: The breathtaking statistics around the amount of wealth these individuals have The opportunities and challenges in engaging with UHNWIs Strategies for engaging UHNWIs for philanthropy Tips for donors and nonprofits You don't want to miss it: To learn more about Alex and Building Impact Partners you can check them out at the links below: Website: https://buildingimpactpartners.com/ Alex’s Book: https://www.amazon.com/Money-Meaning-... LinkedIn:   / buildingimpactpartners   Alex’s LinkedIn:   / alex-johnston-buildingimpact   And for all episodes of A Modern Nonprofit Podcast, you can subscribe to our Youtube channel here:    / @thecharitycfo  

Welcome to another episode of a Modern Nonprofit Podcast! Today we will focus on the conversation with Pat Taggart, Chief Creative with Sky Blue Creative. The firm Sky Blue Creative is in the business of helping both for profit and nonprofits tell their story and share their missions through video media. The Importance of Winning Hearts (& Donations) If you’ve ever been to a non profit fundraising event, hopefully it's been obvious to you what the organization stands for and how their event is raising money and awareness for their cause. Tosha, being in the industry as long as she has, likes to study the events she attends to identify what works and what doesn’t. Some questions she asks may Are they using print or video material? What stands out? What's unique? What’s different? How is the organization telling its impactful story compared to other organizations? All of these questions combine to help us understand if the organization is achieving the goal of expressing its mission at the said fundraising event. We also need to understand why being able to do this is so important, and that is exactly where Pat and Sky Blue Creative come into play. Pat says, ‘I think that you have a really wonderful opportunity when you’re doing great work in the world to make people feel your impact. And there’s a very big distinction between telling people about your impact and making them feel it. Wow, words of wisdom from Pat! This is exactly what he and his team achieve day in and day out. It sounds complex, but it’s actually pretty simple. Pat shares an experience working with a corporate for profit company that had an Employee Hardship Program. The program was designed to seek donations from employees, something like $1 a pay period, to go in a fund that would later support employees who had experienced any type of hardship. This could be as severe as a house fire, or maybe something less. Pat introduced the idea of interviewing those who had been selected to receive help from this program and ask them about their experience. Or to have them tell their story. Literally overnight, the fund participation increased nearly 400%. Why? Because Pat was able to help the organization feel the impact of the fund, not just tell them about it. Tosha and Pat close the conversation with a very important Q&A, “if you were a nonprofit leader, what should they be looking for when hiring a videographer to tell their story?” Understand their process A leader would not want to hire someone who is very scripted and attempts to treat the content like a feature film. Ultimately finding someone aligned with the philosophy of the organization so they understand the story is already there and it is their job to unearth it, not recreate it. Find a partner Some film makers may limit the amount of time editing or changes to the production, but Pat encourages the listeners to find a partner in someone so that at the end of the day the video will tell the organization’s story. Own your footage In other cases, there are content creators out there who will not allow the entity to own 100% of the raw footage in fear that they will find a different producer to make content with that footage. Pat tells the listeners that finding someone who does that right job, won’t need to worry about keeping the footage. So, long story short, own 100% of the raw footage and find a producer that allows for this. If you heard the podcast today and are interested in learning more or connecting with Pat, check out their website Sky Blue Creative or find him on LinkedIn. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

For someone that is struggling to grasp the accounting or financial part of their nonprofit, there's hundreds of thousands of various pieces of advice at his or her disposal online. But, for someone that wants to ensure their not-for-profit organization has the most efficient and cost-effective finances, beyond the simple "how-to" knowledge, then that's where A Modern Nonprofit Podcast enters. On this episode, Sara Lahman, the Chief Executive Officer for Annie Malone Children and Family Services, sits down with Tosha Anderson of The Charity CFO to discuss how nonprofit leaders can understand financials. The two discuss financial reports, breaking down numbers and best business practices as it relates to bookkeeping and finances. It's an episode that is sure to pay off, both figuratively and metaphorically! 

To learn more about Annie Malone, visit their website here. 

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Greg Miller, President and CEO of Penn-Mar Human Services, to discuss the critical issues of recruitment, retention, and strategic partnerships in the nonprofit sector. With over three decades of experience in human services and nonprofit management, Miller shared valuable insights on how organizations can attract and retain top talent while fostering meaningful partnerships. Mission-Driven Recruitment Miller emphasized the significance of hiring for mission rather than just function. He stressed that potential employees and volunteers should have a clear understanding of how their work contributes to the organization's overall mission. This approach not only attracts individuals who are passionate about the cause but also helps in retaining them for the long term. At Penn-Mar, the focus is on helping recruits understand how they fit into the organization's mission of supporting people with disabilities. This clarity of purpose has been instrumental in attracting high-caliber talent and reducing turnover rates. About Greg Miller To learn more about Penn-Mar Human Services and Greg Miller's work, visit https://www.penn-mar.org/. You can find him on LinkedIn here:   / gregory-miller-12154031   Gregory T. Miller is the President and Chief Executive Officer of Penn-Mar Human Services and also serves as the CEO of the Penn-Mar Foundation. As the organizational leader since 2012, he has direct responsibility for the programmatic, financial, and strategic operations of Penn-Mar, including Board development. Since joining the organization in 1988, he has served in various leadership roles, most recently as President and Chief Operating Officer. Greg holds a bachelor’s degree from Shippensburg University and a master’s degree from McDaniel College. He earned a Certificate for Performance Measurement for Management of NPOs from Harvard University Kennedy School of Government and a Certificate for Strategic Perspectives in Non-Profit Management from Harvard Business School. On three separate occasions, Greg has addressed the International Conference in Sao Paulo, Brazil on leadership development and employment and service models for people with disabilities. What to watch next… Here is Alex Johnston talking about strategic relationships with high net worth individuals:    • Episode 99: Unlocking the Potential o...   Nonprofit Priorities and Time Management with Alisa Johnson:    • Episode 79: Nonprofit priorities and ...   What’s new on our website? The Ultimate Guide to KPIs in Your Nonprofit: https://thecharitycfo.com/kpis-you-sh... Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook:   / thecharitycfo   LinkedIn: https://www.linkedin.com/company/the-... TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXP... Apple Music: https://podcasts.apple.com/us/podcast... Get Involved Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! Explore A Modern Nonprofit Podcast:    • A Modern Nonprofit   About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here.

Understanding the mechanics of the mission should be your ultimate goal as a nonprofit leader. Thinking about responsibilities, open communication and holding others accountable are just some of the points discussed by Deaconess Foundation Director of Partnership & Capacity Building Kiesha Davis, who joins The Charity CFO Founder and nonprofit accountant Tosha Anderson in this week's episode of A Modern Nonprofit Podcast. Subscribe and join the conversation in A Modern Nonprofit Facebook Group! 

Applying for a government grant is an effective and powerful way for nonprofits to raise funds. But before you go that route, there is a lot you need to know. It's not as simple as filling out a form, then receiving a sum of money. With government grants, there is a high level of scrutiny on how you are managing your funds. It can be stressful, and puts a lot of strain on your administrative staff. So how can you prepare? First, know the compliance requirements. Depending on which government agency you are working with, you can find the list of compliance requirements associated with the receipt of that grant. You'll need meticulous record keeping and documentation on all of the movement of money, and also the services rendered. Second, have a plan for financial tracking. You need to have a system in place, to provide the reporting required from the audit associated with the grant. A firm like the Charity CFO uses Quickbooks Online and can give additional badnwidth for documenting where the grant money is and how funds are being used. Don't fear the compliance requirements, but at the same time, don't go into these government contracts without first knowing what is expected. For more nuggets like this and episodes of the Modern Nonprofit Podcast, you can subscribe to our newsletter here: https://go.thecharitycfo.com/financial-statement-guide

“Your time and your talents and your energy should be able to be spent with the people you serve.” -Molly Ola Pinney

If you feel like you can’t be replaced or don’t “have enough time” to set up systems…

Then don’t miss this episode of A Modern Nonprofit, where Molly Ola Pinney joins us to show you how growing a nonprofit entrepreneur mindset helps you have a much bigger impact on the world.

Molly Ola Pinney is the Founder/CEO at the Global Autism Project. The Global Autism Project is an international community of entrepreneurs, educators, Autistic Self-Advocates, and leaders working together to co-create content, resources, and spaces that inspire an accepting, empowering world for everyone.

But more than anything, she’s a strong self-built nonprofit entrepreneur. And she’s passionate about sharing the innovations and mindset shifts you MUST embrace to make your nonprofit organization successful in 2022 and beyond! 

In this episode, you’ll discover…

1:54 How nonprofit leaders be more like entrepreneurs (and why they should do it)

10:34 How Molly keeps up with latest tools and tech solutions for booting her efficiency

14:32 Molly’s favorite hacks for running an entrepreneurial nonprofit

24:02 Her best advice for leaders shifting from the program side to the business side of their organization

Thanks for listening and be sure to subscribe for new episodes every week!

Thanks for joining us! For more nonprofit accounting resources check out 

www.thecharitycfo.com

If you’d like to reach out to Molly:

Instagram @GlobalAutismProject

www.globalautismproject.org

Want to WATCH A Modern nonprofit? Check out this episode on YouTube now: https://youtu.be/GxAYDycHsy0

The latest episode of A Modern Nonprofit Podcast features a deep dive into the world of HR for Nonprofits. This features an interview with HR expert, Tiffany Slater, who leads HR Tailor Made. The interview covers everything from compliance, to employee buy-in to common HR pitfalls. The conversation between Tosha and Tiffany highlighted the critical importance of proper HR management in nonprofit organizations. From correctly classifying workers to implementing consistent policies and investing in employee development, there are numerous areas where nonprofits need to be vigilant to avoid potential risks and create a positive work environment. For nonprofit leaders who recognize the need for expert HR guidance, Tiffany encouraged reaching out to HRTailorMade through their website. By prioritizing HR and working with experienced professionals, nonprofits can protect their organizations, support their employees, and focus on fulfilling their missions. As Tosha described it, while many nonprofit leaders worry about accounting and compliance issues, HR risks can be equally, if not more, significant. By understanding these risks and implementing best practices, nonprofit organizations can create a strong foundation for success and avoid potentially costly mistakes. Get in Touch with Tiffany Slater and HRTailormade: On Youtube here:    / @hrtailormade   And the HR Tailor Made website here: https://hrtailormade.com/

In this episode of A Modern Nonprofit Podcast, Tosha peaks with James Misner, founder of The Kipos Group, about the financial mindset shifts nonprofits need to thrive. Many organizations try to cut costs as a strategy for stability, but is that the right approach? James shares insights on why saving alone won’t lead to financial health—and what nonprofits should do instead.Connect with James Misner:The Kipos Group WebsiteAnd find him on LinkedIn: https://www.linkedin.com/in/jamesmisner/Check This Out Next:9 Fundraising Ideas for NonprofitsStay in the KnowWant more expert insights on nonprofit finance, fundraising, and leadership? Subscribe to The Charity CFO newsletter and get actionable strategies delivered to your inbox!👉 Sign up here!Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook: / thecharitycfo LinkedIn: https://www.linkedin.com/company/the-...TikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXP...Apple Music: https://podcasts.apple.com/us/podcast...Get InvolvedSubscribe for more nonprofit insights. Don’t forget to hit the bell to stay updated.About The Charity CFOWe’re more than accountants—we’re your nonprofit’s financial partner. We understand your mission, challenges, and the dedication behind your work because nonprofits are all we do. Need expert help with accounting and bookkeeping?Book a FREE consultation here!

Do you ever struggle with imposter syndrome?

Do you wonder how you're supposed to know if you're a good leader?

Or struggle to prioritize your own training when there’s SO MUCH to get done?

Well, you're not the only one! Many leaders, nonprofit and otherwise, struggle to master the art of leadership. It's not a skill you learn on the way up, but once you're at the top it's the #1 skill you need to grow.

On this episode of A Modern Nonprofit, we're joined by Scott Drake to discuss how to make leadership simpler, shortcut your learning curve, and help you reach your potential much faster. 

Scott is the founder of JumpCoach. And after 10 years of developing himself into a strong confident leader, he's dedicated himself to helping the next  generation of leaders maximize their success.  

In this episode, you’ll discover:  

1:17 Why do nonprofit leaders not invest more time into their own training?
4:26 How can leaders be more intentional about their own or their staff’s training?
7:29 Scott's advice for transitioning from a role player to a leader
9:24 How would you define the “moments that matter” as a leader?
14:36 What can leaders do to monitor that they’re doing a good job?
17:05 How would you advise leaders to build trust within a team?  

Thanks for listening and be sure to subscribe for new episodes every week!  

For more nonprofit accounting resources check out www.thecharitycfo.com  

For more information on how to grow as a leader, visit JumpCoach @ www.jumpcoach.com  

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/d4AZhbTVEnc

Audits don’t catch fraud. At least, not the way most nonprofit leaders think. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Citrin Cooperman Partner Jason Kruger to expose the blind spots in financial oversight that put organizations at risk. From recession-proofing strategies to common fraud red flags, Jason shares how nonprofit leaders can take control of their finances, strengthen internal controls, and avoid the devastating financial losses that stem from poor oversight.

If you think fraud isn’t happening in your organization, think again. Tune in to learn how to spot the warning signs, set up safeguards, and ensure your nonprofit’s finances are airtight—before it’s too late.Get in Touch with Jason Kruger here!

And Jason’s website here!

What to watch next…

3 Types of Nonprofit Fraud to Watch Out for Today

The Truth About Nonprofit Audits

What’s new on our website?

Check out The Dual Purposes of Accounting and Fundraising Software

Follow Us OnlineStay connected and get more exclusive content on:

Website: https://www.thecharitycfo.comInstagram: @thecharitycfoFacebook: https://www.facebook.com/thecharitycfoLinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=allTikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8yApple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310Get InvolvedStay Connected: {insert Newsletter landing page link}Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video!Explore A Modern Nonprofit Podcast [under show a thumbnail to our podcast playlist]Join our Newsletter & never miss out!

About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here.

Many nonprofits are afraid to define and measure outcomes because the truth may reveal something a board member or nonprofit leader is afraid to know. While the work your nonprofit may do is hard to define, Sarah suggests many tips and tricks to help your organization find a method to measure your processes. Communicating your nonprofit's value and telling your story is so important in the world we live in. That's why you must understand how to report and measure your organization's processes. There is a lot of data at your fingertips, now it is time to learn how to gather, measure, and utilize it to help your non profit maximize its mission. Measuring the effectiveness of your organization is simple if you utilize program outcomes.

Is your leadership holding back your nonprofit?

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and CFO Theresa Guest (advisor to dozens of nonprofit clients) dig into the uncomfortable truth: sometimes the biggest obstacle to transformation is at the top.

From CEOs who delegate without accountability to those who avoid making the tough calls, Tosha and Teresa break down real leadership pitfalls—and the practical systems needed to fix them. If your nonprofit is struggling with team alignment, financial compliance, or strategic execution, this episode is a must-listen.

Whether you're a CEO, board member, or department leader, you’ll walk away with new insight into how to lead more effectively and create sustainable change in your organization.

👇 Want the full framework?

Download The Charity CFO ⁠Financial Blueprint here!⁠ https://go.thecharitycfo.com/financial-blueprint

Get in Touch with Teresa and The Charity CFO Team here https://thecharitycfo.com/

What to watch next… Looking for more strategic tips? Check out ⁠Episode 94⁠ on financial transparency and diffusing financial responsibility

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About The Charity CFO We’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?

⁠Book a FREE consultation here!⁠ https://thecharitycfo.com/contact/

Are you using 10 different platforms just to manage your nonprofit… and none of them connect? In this episode of A Modern Nonprofit Podcast, Tosha is joined by David Watters, CEO of Simple & Engaging, to talk automation, integration, and why tech doesn’t have to be so overwhelming.

From using free tools to automating the unglamorous work, Tosha and David reveal how modern nonprofits can reduce burnout, improve data integrity, and finally get their software stack to play nice. This episode is packed with real-life solutions to the tech headaches every nonprofit leader knows too well.

👇 Grab David’s FREE list of 200+ tech tools for nonprofits here.

📩 Contact David at david@simpleandengaging.com or connect on LinkedIn.

What to watch next…Check out How Nonprofits can Start Investing in Technology

What’s new on our website?The Charity CFO Financial Blueprint: What the Best-Run Nonprofits Have in Common

Download your FREE copy now!

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🌐 Website: www.thecharitycfo.com

📸 Instagram: @thecharitycfo

📘 Facebook: /thecharitycfo

💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo

🎵 TikTok: @thecharitycfo

Get Involved

Stay Connected:

Sign up for our newsletter

About The Charity CFO

We’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?

Book a FREE consultation here!

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson explores Harmonious Leadership with special guest Mohan Sivaloganathan. 

Mohan is the CEO of Our Turn, and is an expert on the topic of how to open more doors for the next generation of leaders of color in the not-for-profit world. He explains in depth how to create an organizational culture that embraces the stories, identities, and unique gifts of young leaders.

Find out more about Mohan at his website and linkedin: https://www.itsourturn.org/

https://www.linkedin.com/in/msivaloganathan/

What to watch next…

Episode 101: Decision-Making in Nonprofits: Insights from a Data Expert

Episode 91: The impact of women in leadership

What’s new on our website?

Decision-Making in Nonprofits: Insights from a Data Expert: Read more here

Follow Us Online

Stay connected and get more exclusive content on:

• Website: www.thecharitycfo.com

• Instagram: @thecharitycfo

• Facebook: https://www.facebook.com/thecharitycfo

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Get Involved

About The Charity CFO
We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here. 

In this enlightening episode, Tosha engages in a captivating conversation with Sherry Quam Taylor, the CEO of QuamTaylor LLC. Sherry brings her expertise in helping nonprofit organizations secure vital general operating dollars to fuel their strategic plans and boost their budgets. This is a challenge many nonprofits face. Sherry encourages sharing the organization's growth, future plans, and walking potential donors through the budgeted needs. This enlightens donors about the organization's overall requirements and shifts their focus towards unrestricted gifts that can scale to meet evolving needs. Overall, the conversation highlights the need for a shift from transactional to relational fundraising and demystifying the major gift process.

We hope this episode of A Modern Nonprofit Podcast will help you gain valuable insights into understanding your organization's needs, attracting investment-level donors, and developing a powerful game plan.

🔗 For more information on Sherry Quam Taylor 💻 Website - ⁠www.quamtaylor.com⁠ 👥 Linkedin - ⁠www.linkedin.com/in/sherryquamtaylor⁠

🔗 For more content by The Charity CFO head to... 💻 Website - ⁠www.thecharitycfo.com⁠ 👥 Linkedin - ⁠www.linkedin.com/company/the-charity-cfo-llc⁠ 🎥 YouTube Channel - ⁠www.youtube.com/@TheCharityCFO⁠ 📸 Instagram - ⁠www.instagram.com/thecharitycfo⁠ 🗺 Facebook - ⁠www.facebook.com/thecharitycfo⁠

Embracing the Future

By viewing AI as a tool to enhance human creativity and efficiency, organizations can overcome resource constraints and achieve their marketing goals. It may even allow them to reach more people, and engage existing stakeholders more effectively. 

In conclusion, while AI has many pros and cons, nonprofits can gain a lot if using it strategically for their marketing efforts. By understanding its capabilities, using it responsibly, and crafting effective prompts, organizations can unlock new levels of creativity, efficiency, and impact. 

For those interested in learning more, Josi offers free resources on her website and is developing a prompt builder tool to further assist nonprofits in using AI effectively.

Let us know your favorite AI tools and how you’ve used them for your marketing!

If you’d like to connect with Josi:

Website: branchout-social.com

Linkedin: Josi Garfield

Instagram: branchout_social

On this week's episode of A Modern Nonprofit Podcast, CEO Tosha Anderson of The Charity CFO invites Bill Cummings, the CEO .

Bill Cummings is the Founder and Consultant of Groundswell. Groundswell serves impact-focused organizations with supportive coaching, clear messaging, and compelling design that moves people to action. They work in collaboration with an incredible group of freelance designers, developers, and writers to make life better for you, your organization, and the communities you serve.

Bill speaks will Tosha today about his experience in both the for-profit and nonprofit sectors, and what he thinks is similar and what is unique to the world of nonprofits. Bill has led and supported nonprofit organizations, he explains two things that consistently stand out as opportunities for improvement/growth in the nonprofit industry. 

Nonprofit leaders are very busy, often overwhelmed, running organizations with limited budgets/staffing. Tosha and Bill share ways that leaders can rise above to be more effective and impactful.
Bill touches on the balance of leadership, messaging, and design and why  these things central to his work. While wrapping up the episode Bill gives the listeners three things that nonprofit leaders could implement in the next few weeks that would immediately add value to their work.

Please listen and learn from these two influential leaders in the nonprofit world.

Find Bill Cummings @ meetgroundswell.com

bill@meetgroundswell.com

or on LinkedIn- Bill Cummings

Tim Kachuriak has dedicated the past 15 year of his life to answer this question…

“Why do people give to nonprofits?”

And while he’s found that the answers vary wildly, he’s managed to identify some core principles that can predictably boost giving to your nonprofit.

In this week’s episode, Tim sits down with me to talk about some simple techniques and everyday strategies you can use to attract more donations and build a better relationship with your donors.

Tim is the Founder and Chief Innovation and Optimization Officer for NextAfter, a fundraising research lab and consulting firm that works with businesses, nonprofits, and NGOs to help them grow their resource capacity.

In this episode, you’ll discover:

• How human behavior impacts fundraising (4:00)
• The biggest communication problem most nonprofits face (13:25)
• How to optimize your “donation” page for more conversions (23:00)
• How to use your donor data to drive bigger gifts (27:30)
• Why you need to “humanize” your communication. And one proven strategy for doing it (33:15)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more nonprofit accounting resources check out www.thecharitycfo.com

For more information on how to optimize your fundraising, check out the NextAfter’s free resources and join their mailing list @ NextAfter.com

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/XOOfir_BLj0

Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. However, it's crucial to understand the implications and considerations before diving in. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. Get in Touch with Rachel and The Charity CFO Team here: https://thecharitycfo.com/ What to watch next… Speaking of what you need to know, don’t miss this episode on HR Best Practices Or if you’re interested in learning about atlernative funding sources, check out Episode 92 on auctions What’s new on our website? Unlocking the Power of Harmonious Leadership in Nonprofits Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Stay Connected: Sign up for our newsletter here Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! Explore A Modern Nonprofit Podcast https://www.youtube.com/watch?v=uiUz_6uNX74&list=PL1NanxUModq6Rtw09QqpBrFdUyPwO0tj4 About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here.

For nonprofit organizations, understanding risk management is essential--especially after a year like 2020. And while nonprofits may try to be very careful and strategic about managing business risks, they often make mistakes when the organization feels a false sense of security in its relationships and charity practices. To best understand what nonprofits be thinking about right now in terms of risk, Tosha Anderson welcomes Ted Bilich, the Chief Executive Officer of Risk Alternatives, to discuss the types of nonprofit training and organizational and professional development engagements he provides to nonprofit organizations across the United States. The two also talk about the nonprofit challenges in evaluating risk and the unique resources available to not-for-profit organizations. 

In this episode of A Modern Nonprofit Podcast, Tosha Anderson of The Charity CFO sits down with Moses Balian of JustWorks to discuss the key components of HR compliance mistakes that today's modern nonprofits frequently make. Over a period of just 30 minutes, the two discuss the differences between being a nonprofit employee versus an independent contractor, the pros/cons of paying interns, navigating how to create lasting relationships with volunteers and going over the specifics within per diems. For listeners: this is not intended to be legal advice. Also, consider growing your business with JustWorks, using our customer referral link here: https://justworks.com/lp/partner-page/?bdpartner=thecharitycfo. 

Hey there, modern nonprofit leaders! Ready to get your financial house in order and ditch the overwhelm? Well, grab your earbuds and tune in to this 🔥 episode of A Modern Nonprofit Podcast with your ever-curious host, Tosha Anderson. Joining us today is Daniel Grunstein, the brain behind Crowded – a game-changing financial management platform crafted for the underdogs: the small nonprofits and membership groups. ⭐ He shares his experience on the challenges and joys of serving nonprofits. Ever found yourself tangled in a web of accounting apps or software? Daniel gets it. He believes in doing MORE with LESS. Hear him out as he dives deep into why it's essential to nail your financial tracking from day one and how integrating platforms (the RIGHT way) can uncomplicate your accounting world. Wrap up? It’s time for small nonprofits to level up and keep their eyes on the prize 🏆 - their mission! By leveraging fintech like Crowded, you can quit sweating the small stuff and start focusing on the important things. More about our Guest Daniel Grunstein is the Co-Founder and CEO of Crowded, a fintech company that empowers nonprofit organizations to take control of their financial management with modern solutions. With a wealth of experience in the finance and technology industries, Daniel has a unique perspective on the nonprofit sector's challenges and opportunities. 🔗 Don’t forget to follow Daniel! 💻 Website 👥 LinkedIn 📸 Instagram —--------------------------------------- 🔗 For more content by The Charity CFO head to... 💻 Website 👥 LinkedIn 🎥 YouTube Channel 📸 Instagram 🗺 Facebook

Do I need to hire a CPA firm for my nonprofit? Why can't my finance person just take care of and publish my not-for-profit finance statements? Preparing for a not-for-profit audit is not something you should fear.

In fact, this is why Jeanne Dee, a partner at Anders CPAs + Advisors, was this week's speaker on Episode 3 of A Modern Nonprofit Podcast. Tosha Anderson's latest guest dove into the specifics of what a certified public accountant does. Additionally, Jeanne discusses the differences between a review versus an audit. Sometimes, different states have different expectations when it comes to the audit of a nonprofit. Nonprofit finances has a lot of standards that you must know! Fortunately, Jeanne highlights the types of expenses, fundings, and risk assessment process for not-for-profits. Plus, Jeanne explains the difference between procedures and policies. This distinction is important for having a good business mindset. Also, good documenting, risk assessment, and succession plans are points that auditors will want to consider.

So, why should your charity consider an audit? Listen to the latest episode to learn more, all powered by The Charity CFO! 

In this episode, A Modern Nonprofit Podcast host Tosha Anderson comes to you directly, to talk about the 5 biggest myths she’s encountered time and again while working with nonprofits.

Don’t be misinformed, join Tosha as she reveals the truth behind concepts that tie nonprofit founders, board members, and bookkeepers in knots.

For more nonprofit accounting resources check out www.thecharitycfo.com

On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites Elliot Dole as her guest. Elliot Dole is a Wealth Advisor at Buckingham Wealth Partners.  Elliot Dole speaks on, "Why Wealthy Donors Don't Give More", and goes into detail on many aspects of this topic. He states what research professional advisors report believing holds back wealthy clients from making larger charitable gifts? Elliot also tells listeners from his experience what the wealthy donors themselves report is holding them back from making larger gifts to charity? Tosha asks Elliott what can advisors do to help donors get more comfortable making larger gifts? And on the flip side what can charities do to help donors get more comfortable making larger gifts?  

This episode is a great listen.  

To reach out to Elliott Dole @ buckinghamwp.com

Is your nonprofit’s website actually working for you—or just taking up digital space?

In this episode of A Modern Nonprofit Podcast, Tosha talks with Lou Kotsinis, CEO of BCS Interactive, about the biggest shifts in nonprofit digital marketing and website strategy.

Lou shares why the traditional “drive traffic to your site” model is outdated—and what to do instead. You’ll learn how to rethink your website’s role, how AI tools like ChatGPT are reshaping discovery, and why nonprofit leaders must stay close to the storytelling process.

This is a must-listen for anyone looking to improve their website, clarify their message, and build a smarter digital presence—without getting overwhelmed by the latest trends.

What you’ll learn in this episode: ✔️ Why your website is no longer the star of your marketing ✔️ What “zero-click marketing” means for nonprofit strategy ✔️ How AI search tools are changing how people discover causes ✔️ Why the CEO must be involved in messaging—even if marketing is outsourced ✔️ How to simplify your story and tell it across multiple platforms

Connect with Lou Kotsinis: 🌐 Website: bcsinteractive.com 🔗 LinkedIn: linkedin.com/in/loukotsinis

More from The Charity CFO: 🆕 Download our FREE Financial Blueprint: thecharitycfo.com/financial-blueprint 🌐 Website: thecharitycfo.com 📬 Subscribe to our newsletter: Click here

Follow us online: 📸 Instagram + TikTok: @thecharitycfo 📘 Facebook + LinkedIn: The Charity CFO 🎧 Listen + Subscribe on Apple, Spotify, or wherever you get your podcasts

#NonprofitMarketing #WebsiteStrategy #AIsearch #ModernNonprofit #ZeroClickMarketing #DigitalStorytelling #TheCharityCFO

Tosha Anderson, founder & CEO of The Charity CFO, welcomes Kate West to this episode of A Modern Nonprofit Podcast. As a fundraising consultant with more than 25 years of experience, Kate boasts experience with professional instruction of grant writing skills and provides grant writing services for nonprofits in need. That said, the two discuss the importance of grant writing and budget limitations as these relate to the success of your nonprofit. They review: how to create a grant budget and what grant funders want to see; the importance of unpaid staff and volunteers; common income categories used by nonprofits; and more. Make sure to listen to the episode to receive a discount code for Kate's grant writing courses, which are available on her website! 

During today’s conversation on a Modern Nonprofit Podcast, Tosha welcomes Dr. Krystal White. Outside of a Doctorate in Clinical Psychology with a Masters degree in Christian Leadership, Dr. White also has a Masters degree in Mind, Brain, and Education from Harvard University. Needless to say, Dr. White is a skilled professional and we are excited to welcome her! She is the founder of The Executive Shaman and founder of Free Leadership, Inc. The latter is key for today’s conversion as Tosha and Krystal discuss what it takes to start a nonprofit from the ground up. 3 Reasons People Start Nonprofits Tosha seeks out Dr. White’s perspective on the main reasons nonprofits begin from startup to successes. Krystal shares 3 reasons people may follow this path. Need for Positive Impact People have a desire to have a positive impact for themselves and those around them. More often than not, people will likely have soft hearts for something in their community that needs to be seen. Dr. White says, ‘How you lead your life impacts those around you. Period. End of sentence. That’s a fact.’ When a life is led positively, then the consequence is impacting the community around them for good, and perhaps one of the main reasons individuals start nonprofit organizations. Personal Ambition A second idea here is that people may believe that if they don’t do it, then no one else will. Or in Dr. White’s words, ‘no one else can achieve it but the person who is willing to set out and do it themselves.’ She curates this to a personal ambition or entrepreneurial spirit inside of someone. They want to create something, so the task or startup becomes very personal to them. Transforming Negative Experiences This idea is rather interesting. Dr. White believes that many people who decide to start a business on their own, could have experienced something negative within other organizations. This overall experience leads them to do it on their own terms in their own way. This also runs parallel with the second idea, Personal Ambition, because ultimately, someone may deal with a negative experience long enough until personal ambition kicks in to make a change. Tosha pulls us all together with an extremely valid point. The overall theme between starting any form of business, for profit or nonprofits, is the motivation inside of someone and why exactly they want to do it. So the question is, many people seek to start a business, but why specifically a nonprofit organization? Tosha and Krystal’s conversation today was less about how to start a nonprofit and more about how to help others consider what it really takes to start a nonprofit from the ground up. If you are considering this, check out the conversation! You can connect with Dr. Krystal White at krystal@theexecutiveshaman.com or find her on her websites below: The Executive Shaman Free Leadership, Inc. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

On this week's episode of A Modern Nonprofit Podcast, CEO Tosha Anderson of The Charity CFO invites Karen Nolte,  the CEO of Family Forward. We speak on tips from a nonprofit merger experience. Karen shares important ways to distinguish your organization. She addresses crucial messages for leaders of organizations. Gives advice about how to go about partnerships and new opportunities. And one of the key factors in keeping a successful organization alive, Karen speaks on ways beyond programming to improve and keep stability in your organization. 

Karen Nolte is the Chief Executive Officer of FamilyForward. FamilyForward’s mission is to move vulnerable children in the direction of hope by delivering comprehensive therapeutic and educational services to support biological, foster, and adoptive families. 

To follow Karen Nolte: https://familyforwardmo.org/Karen.Nolte@familyforwardmo.org   

Don’t forget to request to join A Modern Nonprofit Facebook Group on Facebook to talk with industry leaders, volunteers, and professionals as we create a space that is inviting as it is informative.

Are you interested in starting a nonprofit? Are you wondering what training, funding and resources can best help you start your nonprofit journey? What type of mission or cause are you most passionate about? This week, Ellicia Lanier joins A Modern Nonprofit Podcast. Ellicia is the founding Executive Director of Urban Sprouts, a diverse Reggio Emilia school focusing on early childhood education.

There are many things to consider when you take the first step forward towards starting a nonprofit organization. Points like leadership, fundraising and mission statements are just starters! So, that's why you must listen to this insightful episode of A Modern Nonprofit Podcast. 

You think your information is encrypted… but is it?

No one took data privacy seriously for 20 years, and we’re now having to play catch-up on making sure valuable information is secure.

This week on A Modern Nonprofit Podcast we discuss today’s biggest cybersecurity threat and how nonprofits can use technology without putting themselves at risk.

My guest this week is John Gilmore, Director of Research at Abine.com and joindeleteme.com. He helps clients pinpoint where they are most at risk, and the steps needed to secure their data online.

In this episode, John talks about why organizations are more concerned about bad press than a data breach, and why you should be cautious when using a third-party organization to solicit donations.

In this episode, you’ll discover…

• Today’s biggest data privacy threat and why it causes such havok for businesses (5:43)
• Tips to keep your information more secure online (11:47)
• How nonprofits can use technology to work smarter without putting themselves at greater risk. (18:38)
• The one question you must ask if you outsource any work or data collection. (31:05)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on how to increase your data privacy, visit joindeleteme.com

Good morning from a Modern Nonprofit Podcast! Today we have a financial professional & co-founder of Fairlight Advisors, Maya Tussing.Maya and her team specialize in investing for nonprofit organizations. So, naturally our conversation today will include many topics from the viewpoint of the financial statements, those within the organization that Maya is working with directly, and so much more. Stay tuned for the conversations because you never know what you may need to hear! Organizational Roles When the conversation of finance comes about, many people pass over the topic because of its complexities. To make it simple, let’s begin with the ‘who?’ Who are Maya and her team working with directly within the 501c3 organization?When Fairlight Advisors are brought into the conversation, they will typically see a large amount of cash sitting around, maybe in a bank account here or CD there. Common practice is for an organization to have a Director of Finance who oversees the financial health of the organization. Maya also sees this individual within the organization partnered with the board member who is over the finance committee. In essence, the director and board chair work hand in hand to assure the best steps are taken when considering the nonprofit’s finances. This can also many times be a great partnership because it allows for the board to be involved in the process, instead of hearing about it at the monthly/quarterly meetings. The expectation of these two roles, whether separate people, (or one person in smaller organizations) is to be able to communicate the financial health of the organization quickly and effectively while in a presentation or board meeting. Simply put, it's important to know where everything is. Many organizations have relationships within the community, and because of this they decide to put a few dollars with a bank to maintain a relationship or have an outstanding dollar amount hiding elsewhere for a rainy day. The job of the Director of Finance, Treasurer, whatever title is given, is to be informed on what is going on in the organization financially and capable of speaking on it. On the flip side, if someone is asked to join the board of directors and potentially has financial experience, they may be asked to oversee the finance committee. This is wonderful! But, if that person’s job includes reading the financial statement that is given to them ever so often, they aren’t being used to their full capacity. Both the job of the Director and Board member are to dig deep into the finances of the organization in order to make a collective decision on how to move forward with the resources that are available. Asking the Right QuestionsMoving right along, Tosha seeks out another great talking point with Maya. She inquires with Maya, ‘What are questions a treasurer should be asking executive leadership, or those running the organization?’ For more resources from Maya and her team, you can visit their website, Fairlight Advisors.com. Here you can also find free resources from blogs, a guide to start your endowment and high level information you may need to know. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

180 Management Group is an operations consulting firm that specializes in operational strategy and design, specifically for nonprofit organizations. Led by Miriam Dicks (our guest on today’s show) 180 Management Group believes that people are their biggest asset. 

After all, typically the highest expense on an income statement is the salary and benefits component, so employees are certainly the key to an organization’s success. 

180 MG believes that how they serve their people ultimately translates into how well the employees serve the company.  This creates a culture built on a solid foundation for prioritizing, serving, creating sustainability & growth for both the employees and clients.. They also happen to be the company values as well.

On today’s episode of A Modern Nonprofit Podcast, our special guest is the one and only Tosha Anderson, our very own founder and CEO. 

The conversation today has a very simple focus, 5 red flags that your accounting needs improvement, even when it may not be recognized.  

Whether the business is accrual or cash basis, it does not matter. Reconciliation is necessary and the bare minimum for successful completion of the accounting role. 

The accountant must post all transactions that filter through the bank account. Once these have been transferred into the accounting system, QuickBooks for example, reconciliation is the next step. 

This is how businesses prove that all transactions that enter the bank account are included in the accounting system. 

Consider it like an internal audit and a necessity. We’re talking ground floor here when it comes to expectations for the accountant. Executive Directors should be checking off on this task, signing off, however they want to approach it, to assure that it is being completed. 

If this is not being done, then it’s time to recognize the huge red flag in business’ processes. 

Not only should this be completed in general, but completed consistently. Infrequent completions of this should also indicate trouble in paradise. 

Red Flag #1: Bank Account Reconciliation 
Red Flag #2: Lack of Financial Reports 
Red Flag #3: Timely Revenue Streams 
Red Flag #4: Auditor Feedback
Red Flag #5: Book Closing Turnarounds 

Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

In this episode of A Modern Nonprofit Podcast, Tosha sits down with Sandra Torre, President & CFO of LAVIDGE, to talk about the power of corporate philanthropy. Sandra shares how her company built Impact, an award-winning corporate giving program, and why businesses should prioritize employee-driven community engagement.Her insights will help nonprofit leaders connect with corporate partners and give business owners a blueprint to launch their own volunteer programs.Here is where to connect with Sandra and learn more about LAVIDGE:

🌎 https://www.lavidge.com/📘 Facebook: https://www.facebook.com/LavidgeCompany📸 Instagram: https://www.instagram.com/lavidgeco💼 LinkedIn: https://www.linkedin.com/company/lavidgeWhat to watch next…🎥 Unlocking the Potential of Ultra-High Net Worth Philanthropy → Watch here: https://www.youtube.com/watch?v=nL-TbFOzm3U&ab_channel=TheCharityCFOFollow Us OnlineStay connected and get more exclusive content:🌎 Website: https://www.thecharitycfo.com📸 Instagram: @thecharitycfo📘 Facebook: https://www.facebook.com/thecharitycfo💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc🎵 TikTok: @thecharitycfo🎙️ Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310📩Newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Get Involved📩 Subscribe for more episodes and turn on notifications so you never miss an update!About The Charity CFOWe’re an accounting partner that gets nonprofits—because nonprofits are all we do. If you need expert accounting and bookkeeping support, book a FREE consultation here: https://www.thecharitycfo.com/contact/#CorporatePhilanthropy #CorporateGiving #EmployeeEngagement #WorkplaceVolunteering #CommunityImpact #CSR #SocialImpact #GivingBack #NonprofitCollaboration #CorporateResponsibility #PhilanthropyMatters

On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites David Foster,  CFP®, CAP® as her guest. David Foster is a financial advisor at Gateway Wealth Management of our client.   David speaks about, “How to work with your donor’s financial advisors to create the greatest impact". He gives advice to listeners on should development officers ask for specific dollar amounts why or why not? He also hits on whether or not development officers should be afraid to ask about planned giving and how to  be direct when asking about planned giving? Should you ignore your donor’s team of professionals, CPAs, Attorneys, Financial Advisors, when asking for large gifts? Or should you offer to reach out and get to know your donor’s professional advisors? You may think that getting a donor’s professional advisors involved will increase the time you spend and reduce the size of the gift you ultimately “bring in." What are the three reasons the opposite is true?  These are just a few questions David answers, this episode is an interesting conversation with to experts in their fields.  This episode is a must listen.  Follow David’s career and reach out for any help with all nonprofit donor questions and more. Here is how to get in contact with David Foster.  Website: gatewaywealthstl.com Click on Talk with David Email: David@gatewaywealthstl.com Twitter: https://twitter.com/G8wayWealthSTLLinkedin: https://www.linkedin.com/in/davidfostergatewaywealthstl/Phone: 314-349-2711

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson is joined for a second time by Paul Morris of Auxilia. Paul is the Executive Fundraising Coach at Auxilia, and in this episode discusses the connection between fundraising and finance. Too often, nonprofits view these two functions as competing. Either we're focusing on big dreams and fundraising, or we're tightening up and focusing on budget. But the truth is, you need both functions working hand in hand to truly thrive. Find out more about Paul and Auxilia: https://www.theauxilia.com/

https://www.linkedin.com/in/paulfmorrisore/ What to watch next… Episode 93: Paul's first appearance: https://www.youtube.com/watch?v=rP8CVHeaxBo&feature=youtu.be Episode 99: Ultra High Net Worth fundraising tips: https://www.youtube.com/watch?v=nL-TbFOzm3U&feature=youtu.be What’s new on our website? Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-mission-with-human-centered-leadership/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

With over 10,000 students and a Ph.D. in English-Rhetoric, Composition & Literacy Studies, Krista is nothing short of an expert in her field. 

Her organization, Grant Writing Made Easy has a mission to help visionaries and changemakers get the grant funding they deserve through 1-on-1 grant writing consulting and affordable online grant writing courses. 

Although Tosha has had guests on the podcast to talk about grant writing, she has yet to have one that touches a newly discovered area in business like Krista does, and that is through Artificial Intelligence (A.I.). 

Learn everything you need to know about grant writing in your nonprofit here!

If the terms cloud software or data quality make you want to run for cover, you’re not alone in the nonprofit world where hand-keyed spreadsheets are still commonplace.

But the most successful nonprofits are already leveraging interconnected software systems to raise money more effectively, optimize internal communications, and work SMARTER instead of harder.

In this episode, Tosha is joined by Stu Manewith to talk about how cloud-forward technologies can help your team eliminate confusion, optimize communication and work much more efficiently!

Stu is the Director of Thought Leadership and Advocacy for Omatic Software, a data-integration software for non-profits that allows them a complete view of their donors, promoting data-driven decision making.

In this episode, he’ll show you:

• How cloud-forward software is more affordable, safer, more accessible, and more accurate than legacy software systems
• The 3 C’s of data quality that can help you raise more money
• Why better data can boost donor retention dramatically
• How companies like Facebook, Amazon, and Apple make it mandatory that you step up your game when it comes to effective communication
• And more…

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on Stu and to see how Omatic Software can help you centralize and organize your data, head to https://omaticsoftware.com/

Every year Q4 tends to be one of the busiest times of the year. As businesses prepare for the next year, the true to-dos originate from the holiday season. Thanksgiving kicks everything off with a giving mindset. From here, consumers move towards Black Friday shopping and Cyber Monday sales, to eventually be rounded out with Giving Tuesday. 

The end-of-the-year season is exceptionally time-consuming, but Thanksgiving Thursday through Giving Tuesday is even busier. 

This is especially true for Michelle Boggs, the Executive Nonprofit Industry Advisor at Classy. 

Tosha and Michelle’s conversation will certainly provide some keen insights into strategies and tactics businesses can use around the giving season. 

When a founder plays a significant role in building and running a nonprofit, it’s easy for people to think that the founder “is” the nonprofit.

They often have an out-sized influence on the board, the staff and even donors. When that happens, it makes the transition to new leadership very hard, when they do decide to step down.

Darcella Craven of VetBiz joins me for this episode to talk about the warning signs for when a founder is “too important” to a nonprofit and how to handle the transition when you’re taking over for the founder of an organization.

Darcella is the President of VetBiz and replaced a founder when moving into her role 17 years ago. Now she helps counsel nonprofit leaders on how to make their transition successful. In this episode, you’ll discover:

• Darcella’s 3 tips when taking over for a founder (4:05)
• The first things to do when moving into the leadership role (14:00)
• Why you MUST have uncomfortable conversations with your board members. (19:20)
• What is “Founder’s Syndrome” and the key words that let you know if you have it. (23:35)
• The 3 signs that it’s time for a founder to step away from their leadership role (28:20)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com

For more information on Darcella and the good work she and her team do, go to https://vetbiz.com/ or follow VetBiz on Instagram, Facebook, Twitter or LinkedIn!

For more nonprofit accounting resources check out www.thecharitycfo.com 

Recognizing potential situations and environments your nonprofit may encounter in the future, and determining how your organization should react, are important towards its long-term success. Scenario and strategic planning helps answer how nonprofit leaders should consider factors outside of the organization's control, how those factors might change and arguably, most importantly, how the organization can effectively respond. Listen as Dr. Emilie Socash, the CEO of Nonprofit Help Center, who has experience driving success in nonprofits and the people who lead them, discuss strategic and scenario planning on this episode of A Modern Nonprofit Podcast. It's an important, audio journey you don't want to miss! 

If you’ve ever wondered how to leverage social media, influencers, and your network to boost your impact, don’t miss this...

You know that social media is important, right? But does it ever feel like it “just doesn’t work” for you? Have you ever wondered how to leverage the audience of influencers to raise your profile and grow your impact?

If so, then catch the most recent episode of A Modern Nonprofit Podcast. Krista Kleiner joins us to talk about how she leveraged her network and a social media “challenge”  to launch a successful new nonprofit, from scratch.

Krista Kleiner is the Founder and Executive Director of The One Heart Movement. The One Heart Movement exists to foster unity and well being through the power of community love. They work in partnership with people from a wide range of backgrounds who are coming together in support of our vision of a kinder and more unified world.

In this episode, Krista will show you…

• Why networking is important for increasing growth and awareness (5:10)
• Why people are reluctant to reach out to influencers or influential people (7:30)
• How to get in touch with influencers (9:52)
• How to build your nonprofit’s social media presence (12:34)
• Krista’s advice for increasing engagement on social media (15:39)
• How to build and keep the momentum on social media (18:36)

As a published author from the age of 16, Krista has become known for creatively bridging culture and community, media and entertainment, philanthropy and advocacy, telling stories through her writing, TV hosting and public speaking as a way to foster understanding and compassion. Her reach quickly expanded after winning the Miss Philippines International title in 2010. She has worked in influential roles including being spokesperson for nonprofit organizations such as the National Diversity Coalition, National Asian American Coalition, Asian World Film Festival, Miss Philippines Charities, The Philippines Foundation, Club 42, The Red Whistle Campaign and more.

Thanks for joining us! For more nonprofit accounting resources check out

www.thecharitycfo.com

To learn more about Krista and The One Heart Movement:

Instagram: @Krista Kleiner @TheOneHeartMovement

https://theoneheartmovement.org/

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/aCx8MYo1sNw

Join Tosha and special guest Sarah Olivieri as they shed light on nonprofit boardroom dynamics and fiscal planning in this episode of A Modern Nonprofit. Their conversation dives deep into the heart of nonprofit boardrooms, going beyond typical approvals and banter, and confronting the pressing issues surrounding budget planning. Sarah brings forward her fresh insights gained from years of experience, transforming the concept of 'budget' into a 'projection', thereby redefining the mindset around how funds are allocated to fulfill the mission of 501c(3) organizations. Sarah's innovative approach reshapes the process of program evaluation, aligning revenue and impact with organizational costs. This is a conversation you don't want to miss if you're part of a nonprofit looking to innovate the way your organization thinks about budgets and projections. Ready to reimagine your budgeting process and strengthen your nonprofit's mission? ----------------------------------------- More on our Guest: Sarah Olivieri, a seasoned leader in the nonprofit sector, leverages over 18 years of experience to guide organizations towards success. As the CEO and Founder of PivotGround, Olivieri implements her innovative Impact Method™ to simplify operations, create aligned teams, and increase impact. Beyond her work with PivotGround, which was founded in 2014, Olivieri also co-founded the Open Center for Autism and served as the executive director of the Helping Children of War Foundation. Known for challenging traditional strategic planning and promoting a less conventional, data-centric decision-making approach, Olivieri continues to push the boundaries of nonprofit management. 🔗 For more information on Sarah Olivieri 💻 Website - www.pivotground.com 👥 Linkedin - www.linkedin.com/in/sarah-olivieri/ 🔗 For more content by The Charity CFO head to... 💻 Website - www.thecharitycfo.com 👥 Linkedin - www.linkedin.com/company/the-charity-cfo-llc 🎥 YouTube Channel - @thecharitycfo 📸 Instagram - www.instagram.com/thecharitycfo 🗺 Facebook - ⁠www.facebook.com/thecharitycfo⁠

Behind every nonprofit organization is a talented, passionate and dedicated nonprofit founder. This individual likely has a  transformational mission and vision for improving the community that he or she is part of, which is why they started a nonprofit in the first place. On this week’s episode of A Modern Nonprofit Podcast, The Charity CFO’s founder & CEO Tosha Anderson sits down with Alicia Robinson. As the executive director and founder of Limitless Ambition, she [Alicia] oversees a nonprofit organization that helps empower young women to dream without limits through teen mentoring and women’s leadership programs. If you are a nonprofit founder or leader looking to make the most of your organization, this episode is for you. 

In this episode of A Modern Nonprofit Podcast, Tosha sits down with Seth Donlin, a marketing and communications coach for nonprofit and for-profit leaders, to talk about why personal branding matters more than ever for nonprofit professionals.Even in a mission-first world, people still give to people. In this conversation, Tosha and Seth break down why your personal story isn’t a distraction—it’s one of your most powerful tools for trust, connection, and long-term donor engagement. If you’ve ever felt unsure about showing up online, building your personal brand, or sharing more of you in your leadership role… this episode is a must-watch.Here is where to connect with Seth Donlin and learn more about his work: 🌎 https://relatablestory.com 💼 LinkedIn: https://www.linkedin.com/in/sethdonlin/What to watch next… 🎥 Why Branding Matters to the Modern Nonprofit → Watch here: https://thecharitycfo.com/podcast-why-branding-matters-to-the-modern-nonprofit-with-beth-brodovsky/Follow Us OnlineStay connected and get more exclusive content: 🌎 Website: https://www.thecharitycfo.com 📸 Instagram: @thecharitycfo 📘 Facebook: https://www.facebook.com/thecharitycfo 💼 LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc 🎵 TikTok: @thecharitycfo 📩 Newsletter: https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1Get Involved📩 Subscribe for more episodes and turn on notifications so you never miss an update!About The Charity CFOWe’re an accounting partner that gets nonprofits—because nonprofits are all we do. If you need expert accounting and bookkeeping support, book a FREE consultation here: 👉 https://www.thecharitycfo.com/contact/#NonprofitLeadership #PersonalBranding #StorytellingForImpact #ModernNonprofit #NonprofitMarketing #TheCharityCFO #DonorEngagement #NonprofitTips

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson is joined by Erin Straza. The discussion centers around the crucial topic of making an organization's mission compelling and irresistible to donors, offering valuable insights for nonprofit leaders and fundraising professionals.Erin begins by emphasizing the paramount importance of mission clarity. She notes that many nonprofits struggle with articulating their mission clearly, especially as their programming becomes more complex over time. A clear, compelling mission that donors can easily understand is fundamental to successful fundraising efforts. Erin stresses that this clarity should permeate all aspects of the organization, from internal communications to external marketing materials.Erin is the CEO and Chief Donor Engagement Strategist for NonprofitsYou can learn more about here work at https://erinstraza.com/ and connect with her on LinkedIn: https://www.linkedin.com/in/erinstraza/What to watch next…Episode 110: Engaging Donors Through Impact: https://www.youtube.com/watch?v=vJKxlKAAQoMEpisode 96: A Compelling Vision for your Nonprofit: https://youtu.be/HGhq9v1MT7QWhat’s new on our website?Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-mission-with-human-centered-leadership/Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook: https://www.facebook.com/thecharitycfoLinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=allTikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8yApple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310Get InvolvedSubscribe for more videos: Don’t forget to hit the bell icon so you never miss a video!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites Nitzan Pelman, as her guest. Nitzan Pelman is not only a friend of The Charity CFO but is the founder of an organization called “ClimbHire.”   Nitzan Pelman speaks about, tells the viewers more about her program at ClimbHire and why she believes it be so unique. She talks about the training and placing students that they do and how it is incredibly relevant in the tight job market we currently face. Tosha asks Nitzan what she feels is the most important when helping applicants in this process. They also hit the hard question that every founder must ask themselves. How do you believe your organization might run differently (for the better) from an operations standpoint. Nitzan tells the viewers the struggles in her organization and how her team works to make those outcomes successful.   This episode is uplifting and tells the story of a wonderful non profit organization.  Website: https://www.climbhire.co/

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones, CEO and Founder of SureImpact, to discuss how nonprofits can leverage data to better engage donors and stakeholders.Sheri highlighted a significant shift in the nonprofit world over the past two decades. What was once seen as a luxury - the ability to measure and evaluate program impact - has now become an expectation. Donors across the board, from individual philanthropists to government funders, are thinking more like impact investors. They want to see quantifiable evidence of how their contributions are creating social change.Learn more about Sheri and Sure Impact Here:  / sherichaneyjones  https://www.sureimpact.com/What to watch next…Episode 106: Balancing Mission with Human-Centered Leadership   • Episode 105: Balancing Mission With H...   Episode 107: Scaling a Nonprofit:   • Episode 107: Scaling a Nonprofit: Les...  What’s new on our website?Accounting as a Shared Responsibility:https://thecharitycfo.com/accounting-...Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook:  / thecharitycfo  LinkedIn:https://www.linkedin.com/company/the-...TikTok: @thecharitycfoSpotify:https://open.spotify.com/show/6hofQXP...Apple Music:https://podcasts.apple.com/us/podcast...Get InvolvedSubscribe for more videos: Don’t forget to hit the bell icon so you never miss a video!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here:https://thecharitycfo.com/contact/

For years, nonprofit fundraising has been quietly evolving. Specifically, industry professionals have been watching as it moved further and further online. And in 2020, the COVID pandemic accelerated this process, ultimately changing your options as a not-for-profit leader to raise donations. Such a drastic change has forced fundraising practices to transform into digital endeavors. That's why Tosha Anderson, founder & CEO of The Charity CFO, invited Jeff Roman, founder & president of EPIC Agency onto A Modern Nonprofit Podcast. In this prevalent episode, the two cover topics like: the importance of digital marketing as it involves nonprofit fundraising; how social media is much more than hashtags and memes; and tips that new nonprofits can implement to dive headfirst into the digital marketing space. To learn more about Jeff's company and its services, visit his website here. 

On today’s episode, Tosha is joined by the Executive Fundraising Coach at Auxilia, Paul Morris. Auxilia is a technology platform created to help community driven nonprofit organizations with donor outreach, engagement, and retention. Paul and Tosha collaborate on a discussion about nonprofits investing in technology. There is almost an unwritten fear or stigma associated with nonprofits and using dollars to invest in technology. Sometimes, this can seem counterintuitive to achieving its mission, when in today’s world it is necessary. Tune in as Paul and Tosha breakdown some whys behind technology investment in nonprofits. Paul encourages the listeners to trust that the team is making good decisions for the benefit of the organization, and to let go of the need to control. Connect with Paul on LinkedIn or through Auxilia. He is one of 5 coaches with a combined century of experience. Whether it’s development needs within the business, or even validation Auxilia has the expertise you may be looking for. Please be sure to engage with the interviews as well. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Could your organization benefit from getting more in-kind donations of goods or services?

If you’re like most service-based nonprofits, you probably already have some level of in-kind gifts.

But what if you could get the gifts you NEED (rather than what your donors think you want)?

What if you could track your in-kind donors easily, to build relationships and get ongoing donations that let you save your cash for where you really need it.

And what if you could do all of this WITHOUT reducing your cash donations?

Would that be a game-changer for your nonprofit’s finances?

This week on A Modern Nonprofit Podcast, Tosha is joined by Allie Meador to talk about how you can leverage technology to get much more out of in-kind donations.

Allie is the VP of Strategic Partnerships at RightGift, a platform that’s making it much easier for nonprofits to get more in-kind donations while simplifying the gift accounting process.

• What is an in-kind gift or donation? (0:41)
• A practical example of how in-kind can work (2:27)
• The role technology can play in getting more in-kind donations (8:07)
• Do cash donations decrease when you get more in-kind gifts? (9:30)
• Why more nonprofits don’t focus on in-kind gifts (12:15)
• How the pandemic has changed in-kind giving forever (16:50)

Thanks for watching. Be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com

To try RightGift for free, visit rightgift.com

Or reach out to Allie at allie@rightgift.com

Want to WATCH A Modern Nonprofit?

Check out this episode on YouTube now:

https://youtu.be/2B8wqjxRlZg

Join Tosha as she chat’s with Linc Kroeger, President of Knight Moves, a limiting profit company creating the next generation of elite technology professionals through extensive training in technology disciplines. They discuss the challenges of starting a company and the benefits of being a limiting profit organization. Linc also shares the intentional focus behind Knight Moves of empowering Native American, rural, and urban underserved communities to break through barriers that block socioeconomic inclusion.

If you'd like to learn more about Knight Moves you can visit their website, knightmoves.org, or follow them on LinkedIn, hinkedin.com/company/knight-moves-org/.

To stay up to date with A Modern Nonprofit and The Charity CFO you can follow us on your preferred Social Media platform:

LinkedIn -> linkedin.com/company/the-charity-cfo-llc/

Facebook -> @thecharitycfo

YouTube -> @TheCharityCFO

Instagram -> @thecharitycfo/

John Renouard is the founder and executive director of the nonprofit organization, WHOlives. Like many nonprofit entrepreneurs, John’s career path wasn’t centered around becoming a 501c(3) director. For him, the journey truly started after he became curious about his son’s humanitarian and missionary work in Africa. The curiosity drove him and his wife to travel extensively through Mexico, Central America, and South America before diving deeper into exploration with a  trip to Africa. 

Through their previous trips, John had witnessed impoverished communities, but nothing comparable to the realities of 4am wake up calls to walk 3-4 miles for, not clean, but dirty water. When he imagined his children experiencing this problem, this struck a chord and he wanted to do something about it. 

His thought was simple, if only they could problem solve and fix the water crisis, then they would ultimately eliminate existing healthcare problems because of the lack of water. Inturn, this would create more opportunities for the individuals in Africa to go to work, experience community engagement, and much much more. Can you imagine walking miles every morning, just to get water? 

John couldn’t either and so WHOlives was created. 

WHOlives’ operations model is a piece of their business that truly sets them apart. This really begins with John’s ‘why’. He didn’t want to only put a band-aid on the problems he witnessed, but he wanted to solve them. What began as serving and volunteering his time, changed to wanting to create a difference and sticking to it.

John and his team have developed one of the most unique formats of a nonprofit that exist today, yet their operations are extremely effective. Aside from their operational structure or the actual ‘how to’ of what they do, we can also learn from the strategies they have implemented. 

• Involving people in the problem-solving process gives them a sense of purpose, ownership and empowerment. 

• Giving away things can create dependency, while creating ownership opportunities invites independence and growth. 

• Economic empowerment and principles create future opportunities and equal opportunities 

To learn more about what John and his team achieve, visit their website WHOlives.org 

If you’re enjoying a Modern Nonprofit Podcast, please engage with us! Content is found through engagement and our podcast exists to create resources and share new and innovative, modern ways of running a nonprofit organization. Please share, like, and engage with our conversations. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

In most industries, you work your way up through the ranks, learning from those who came before you. But in nonprofits, it doesn’t always work that way. A founder can often find themselves sitting in the Executive Director’s chair without any prior management experience, or even an idea of how the organization needs to run.

And that’s the experience that Miki Reynolds had when she took over the reins of her organization, Grid 10.

After a career in supporting roles, she suddenly found herself in charge of the show. And had to overcome battles with imposter syndrome, financial mindset, learning to ask for help, and more.

Her story covers many of the common struggles that Executive Directors face, and in this episode, she’ll walk you through how she overcame her biggest obstacles so you can learn from her experience.

Miki is the Executive Director and founding member of Grid110, an organization that provides entrepreneurs with access to community mentors and critical resources through no cost equity programs.

Join her for a wide-ranging conversation and practical approaches to problems you may be facing today.

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on Miki and her team, follow Grid110 on Instagram or Twitter, or sign up for their newsletter on their website grid110.org

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. And finding new, qualified help that they can afford is nearly impossible…

At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. And they’re tired of the hamster wheel of hiring, re-hiring, training, and re-training bookkeepers and accountants.

So why do accountants leave nonprofit organizations? And what can nonprofits do to create consistency and predictability in the financial side of their operations?

Triná Owens is a former nonprofit financial director who left her job to become an Accounting Manager at The Charity CFO. In this episode, she and Tosha tell you the top reasons that your accountants don’t stick around. And show you how modern nonprofits are rethinking the way they handle specialized skills like HR and Accounting.

In this episode, you’ll discover:

• The top 3 reasons nonprofit accountants quit
• How turnover in the financial department is SO damaging for nonprofits
• The surprising reason your finance director spends just 25% of their time on finances
• Why HR compliance issues are a bigger risk than tax compliance  for most organizations (and why you shouldn’t trust your accountant with HR)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.TheCharityCFO.com 

For more information on how to create consistency and peace of mind by outsourcing your accounting, visit TheCharityCFO.com. Or book a free consultation at thecharitycfo.com/contact/

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/catNvkpU4rc

Zachary Wigal is the founder of Gamers Outreach Foundation, a nonprofit that helps kids cope with long-term medical treatment by providing gaming hardware and software to hospitals. He recently joined Tosha Anderson, founder & CEO of The Charity CFO, to discuss how one can truly become a "modern" nonprofit.  Tosha and Zachary outline the powers of social media and online marketing, navigating the not-for-profit space if your organization's mission is a bit unique, and many more exciting topics. For any individuals with any involvement in a rapidly growing nonprofit, or for listeners who want to learn more about getting started in today's space, this is a very insightful episode! 

Ever wondered how to get your hands on essential items without breaking the bank? This episode is for you. Join Tosha as she chats with Travis Laws, the man behind WIN Warehouse, an awesome initiative turning corporate excess into nonprofit success!

From starting in a basement to now rocking an e-commerce platform, Travis walks us through WIN Warehouse's incredible journey. They've gone from focusing on uniforms to an ever-expanding catalog of items, all up for grabs by nonprofits like yours! Beyond just the goods, this chat is also packed with tips on embracing new tech and staying ahead in the game.

So, if you're on the lookout for cost-effective ways to source essentials or just need some inspiration from a fellow nonprofit rockstar, give this episode a listen. Let's get resourceful and make magic happen! 🎧🌟🛒

More on our Guest:

Travis lives in St. Louis County with his wife and has been a part of WIN since 2002, starting as the executive vice president coordinating distribution efforts and managing WIN’s website. Travis now oversees all operations as the organization’s president. When he’s not working his magic at WIN Warehouse, he serves on numerous fundraising and event committees in the church and the community. He is currently an active member of the Shriners, where he enjoys raising money and awareness for Shriners Hospital for Children as a member of the clown troupe.

For more information on Travis Laws

💻 ⁠⁠⁠Website⁠⁠⁠ ✖️ ⁠⁠⁠Twitter 🗺 ⁠⁠⁠Facebook

-------------------------------------- 🔗 For more content by The Charity CFO head to... 💻 ⁠⁠Website⁠⁠ 👥 ⁠⁠LinkedIn⁠⁠ 🎥 ⁠⁠YouTube⁠⁠ 📸 ⁠⁠Instagram⁠⁠ 🗺 ⁠⁠Facebook

What role should your board play in fundraising? Do all board members need to donate?

And how do successful nonprofits recruit and engage new board members?

If anyone has the answers to these questions, it’s Linda Lysakowski.

Linda has trained over 30,000 nonprofit professionals worldwide–from Nevada to Mexico to Egypt–and is only one of about 100 people to hold the prestigious title of Advanced Certified Fund Raising Executive (ACFRE).

And this week she sits down to talk about every Executive Director’s favorite topic–the board of directors.

Listen to our full conversation on Apple Podcasts, AnchorFM, or Spotify

In this episode of A Modern Nonprofit Podcast, Linda shares the best practices for recruiting, developing, and motivating board members that she’s picked up over 30+ as a philanthropic expert.

She’ll share her advice on:

• How many members do you need on your board of directors? (2:30)
• Ways to overcome your board’s objections to raising money (6:45)
• Why you MUST train your board to fundraise (14:30)
• How — and when — to set your board members up for success (hint: it’s not at orientation!) (17:00)
• The #1 under-used strategy for finding board members who are a perfect fit for your organization (33:30)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For learn more about Linda, her books, and her services, visit her website at https://www.lindalysakowski.com/

Want to WATCH A Modern Nonprofit? Check out clips from this episode on YouTube now: https://www.youtube.com/c/TheCharityCFO

Sawyer Nyquist is the guest in this episode of A Modern Nonprofit Podcast. Sawyer is an expert in data management and analytics, and he has extensive experience helping organizations leverage data to drive strategic decision-making and operational efficiency. Sawyer’s insights into data maturity, data-driven decision-making, and creating a data-centric culture are highly sought after, and we are thrilled to have him on the show today Get in Touch with Sawyer and learn more about The Data Shop: The Data Shop: / https://www.thedatashop.co/ Daily Data Newsletter: https://www.thedatashop.co/daily Connect with Sawyer on Linkedin:   / sawyernyquist   What to watch next… "Episode 99: How to Engage Ultra High Net Worth Individuals" A deep exploration into philanthropy and developing long-term relationships Episode 96: A Compelling Vision for Your Nonprofit Take your data to the next level by applying it to your overall vision for success. Nonprofit Leadership: Using Data for Better Decision-Making Want a practical how-to on using data to lead? Check out this blog post What’s new on our website? Confessions from Nonprofit Leaders: Struggles, Setbacks, and Survival Stories Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook:   / thecharitycfo   LinkedIn: https://www.linkedin.com/company/the-... TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXP... Apple Music: https://podcasts.apple.com/us/podcast... Get Involved Stay Connected: Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! Explore A Modern Nonprofit Podcast [under show a thumbnail to our podcast playlist] About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here.

Ever wondered why so many nonprofits are stuck in their financial struggles that they end up failing their communities?

Want to make sure your nonprofit doesn’t suffer the same fate?

Then you have to listen to what Chyla Graham has to say.

Chyla is the Founder and CEO of CNRG Accounting Advisory. She helps nonprofits get financially established so they can achieve their goals.

In this episode, Tosha and Chyla talk about how you can give a better support system for your community by helping yourself and your staff first. Find out:

• Why Chyla lists “You Need to Eat” as one of her company’s values. And why nonprofits need to learn to put themselves first. (2:47)
• The first 2 core decisions you need to make before building your operating budget. (6:58)
• How you should think about money as a nonprofit leader (11:13)
• The #1 behavior you should adopt from for-profit entrepreneurs you need to learn from for-profit entrepreneurs (17:06)
• The ONE thing that all financially sustainable nonprofits have in common (24:36)

Thanks for listening. Be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com

For more information on how to get your nonprofit financially established so that you can achieve your goals, visit CNRG Accounting Advisory @ https://www.cnrgaccountingadvisory.com/

Some books to help you start and grow your nonprofit mentioned in the podcast:

eMyth by Michael E. Gerber
Clockwork: Design Your Business to Run Itself by Mike Michalowicz
Traction: Get a Grip on Your Business by Gino Wickman

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/itcufrBwfFI

Have you ever wanted to pull back the curtain on a celebrity charity to see how they’re run? Or how much money they actually give to their own foundations?

Well, today is your lucky day…

In this episode of A Modern Nonprofit Podcast, Tosha is joined by Marc Pollick of The Giving Back Fund who shares his insights from over 2 decades working with celebrities and their charities.

He’ll tell you the truth about celebrity giving patterns. And reveal his simple secret for connecting with hard-to-reach public figures. reveals why he made a move away from most celebrities toward less-known high net worth individuals. Don’t miss it!

Almost 25 years ago, Marc Pollick founded The Giving Back Fund. Initially established to advise Hollywood celebrities, famous musicians, and sports stars on creating their own non-profit organizations, GBF has diversified into helping less-known high net worth individuals, and corporations, who truly want to give back to their communities. 

The Giving Back Fund provides a wide range of consulting services to non-profits including management and administrative advice. GBF are experts on starting a non-profit from the ground up, and help to establish community-based foundations for those who want to support the communities that once supported them. 

Marc is an internationally recognized speaker, writer, and consultant in the field of philanthropy and charitable giving. Before taking on the world of philanthropy, Marc’s career was in academia specializing in Holocaust Studies, including working with 1986 Nobel Peace Prize Laureate, Elie Wiesel. In addition, Marc was recognized for his achievements as a recipient of the prestigious University of Chicago Alumni Award for Public Service.

In this episode, you’ll discover…

• How Marc’s experiences working with celebrities can give you insight into your own non-profit. (2:00)
• A surprising fact about the giving habits of most celebrities. (5:25)
• Why The Giving Back fund expanded to serve more than just celebrities. (6:54) 
• What changes GBF has experienced since the onset of Covid19 and what you can expect going forward. (13:16)
• The not-so-secret, but underutilized, skill that Mark credits for opening doors to his biggest opportunities(17:38) 
• Why mentorship is so important and the unexpected value it brings to your non-profit. (20:30) 

Thanks for watching. Be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com

For more information about The Giving Back Fund visit https://www.givingback.org 

For more information their partnership project with the NFLPA visit https://www.foundationfundamentals.org

Want to WATCH to A Modern Nonprofit?

Check out this episode on YouTube now:

https://youtu.be/QOp1RuGWAe0

In this episode, Tosha will walk you through the most common misconceptions about nonprofit audits to let you know exactly what you can expect (and NOT expect) from a nonprofit audit before you commit.

Audits scare the daylights out of nonprofit founders.

But at The Charity CFO, Tosha and her team need to prepare 50+ nonprofit partners for audits every year. Thankfully, they’ve got 5 former nonprofit auditors on staff, which means they know all there is to know about audits.

Listen to this episode to make sure you’re fully prepared for your audit!

Welcome back to the Modern Nonprofit Podcast at The Charity CFO. Whether you are a consistent listener or joining for your first time, the podcast dives deep into the world of nonprofits, and sometimes for profit spaces to share industry specific principles, unique business practices, and much more. Today, the show hosts someone very special to Charity CFO and that is the group’s very own partner & COO, Tim Hudson. The host, founder and CEO, Tosha Anderson outlines The Charity CFO’s business, as the group works with hundreds of nonprofits every month. Based out of St. Louis, MO, the group serves clients from coast to coast with vastly different missions: Religious Organizations Healthcare Organizations Children & Family Social Services Basic Needs Veteran Organizations Animal Rescue Early Childhood Education Higher Education Legal Assistance Organizations All of this to say, The Charity CFO has a mission to give nonprofits the tools to fulfill their missions. What better guest to point out the hottest trends and biggest client-facing issues, than the individual who works so closely with each organization day in and day out, Tim Hudson.

In this podcast of A Modern Nonprofit, we discuss the benefits of using virtual assistants for nonprofit organizations. Our guest, Lisa Seal from BELAY explains that virtual assistants can handle administrative tasks, communication with donors, event coordination, and more, allowing leaders to focus on the important tasks that only they can do. She also shares her personal experience working with a virtual assistant and how it has helped her stay organized and focused on her goals. To connect with Lisa and her team at BELAY Solutions, visit their website or download their ebook on delegating to elevate. Website: belaysolutions.com LinkedIn: www.linkedin.com/company/belay-solutions/ Facebook: www.facebook.com/belaysolutions/ Instagram: www.instagram.com/belay_solutions/ Lisa Seal on LinkedIn: www.linkedin.com/in/Lisa-Seal/ Thanks for your support! For more information on The Charity CFO and what we do you can visit our website or find us on social media. Website: thecharitycfo.com LinkedIn: www.linkedin.com/company/the-charity-cfo-llc/ Facebook: www.facebook.com/thecharitycfo Instagram: www.instagram.com/

In this Episode of A Modern Nonprofit Podcast, host Tosha Anderson met with Quilen Blackwell, president and co-founder of Chicago Eco House, to discuss his journey in scaling a nonprofit organization. Blackwell's story of transforming vacant lots into thriving flower farms offers valuable insights for nonprofit leaders looking to grow their impact. About Quilen: Quilen Blackwell is the president and co-founder of the Chicago Eco House, whose mission is to train inner city youth in sustainable social enterprises to alleviate poverty. The Chicago Eco House’s signature program is Southside Blooms, an off-grid flower farm youth social enterprise where participants convert vacant lots into commercial flower farms using solar powered rainwater irrigation. This creates jobs for young people on the south and west sides of Chicago. Find out more about Quilent and his mission: outreach@chicagoecohouse.org southsideblooms.com/ outreach@chicagoecohouse.org southsideblooms.com/ https://www.facebook.com/SouthsideBlooms/ https://www.instagram.com/southsideblooms/ What to watch next… Episode 106: Balancing Mission with Human-Centered Leadership https://www.youtube.com/watch?v=p8ev9bT-AHo&feature=youtu.be Episode 97: How to Scale a Nonprofit: https://www.youtube.com/watch?v=i4iw33f5gC0 What’s new on our website? Accounting as a Shared Responsibility: https://thecharitycfo.com/accounting-as-a-shared-responsibility-why-the-most-effective-nonprofits-share-financial-management-across-leadership-teams/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

Do you want your events to be accessible for everyone, but don’t know where to start other than choosing a venue with ADA ramps?

This week on A Modern Nonprofit, Dr. Daniela Ferdico joins us to talk about sensory disabilities and how to make events accessible for EVERYONE.

Dr. Ferdico is the Co-Founder of Sensory Access and is a global leader in inclusion and accessibility.

• The #1 way to make your events more accessible (5:52)
• What resource every accessible event must have (6:57)
• 5 things to consider when designing accessible events (11:41)
• How providing the right information to attendees automatically makes an event more accessible for everyone (19:40)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on how to make events accessible for everyone, visit Sensory Access @ sensoryaccess.org to learn more.

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/WnX6HB8UYD0

Why is it so hard for nonprofits to find the help they need?

From choosing a fundraising software to getting financial advice to finding a grant writer, nonprofits struggle to find good help.

Despite being a sector that employs 20 million people and spends $1 billion each year, the market for solutions and services for nonprofits continues to lag a decade behind most of the rest of the business world.

That’s the solution that Mitch Stein set out to solve as a co-Founder of Pond, a website that helps connect nonprofits to solutions and providers in a trusting environment.

So how did a former VP at Goldman Sachs end up serving nonprofits? And what can the for-profit world learn from the nonprofit world?

Find out in this week’s episode of A Modern Nonprofit Podcast.

Mitch talks with me about some of the hottest topics in nonprofits today, like:

• The role technology can play in today’s nonprofits
• Why the $1B nonprofit industry is so horribly underserved (and why it’s a HUGE missed opportunity)
• How the leading tech companies’ attempts at corporate philanthropy are failing
• The 3 BIG things for-profit companies could learn from nonprofits

Thanks for watching. Be sure to subscribe for new episodes every week!

If you’d like to join Pond’s growing marketplace, visit www.joinpond.com to sign up today! And don’t forget to Mitch Stein on LinkedIn for updates.

For more nonprofit accounting resources check out www.thecharitycfo.com

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/bSDp2TVsEUs

**A Modern Nonprofit Podcast Episode: Innovating Nonprofit Programs with Systems & Design Thinking**

Hey Nonprofit Champions! Ever felt the challenge of marrying the needs of your community with the demands of your funders? 🤔 Dive into our latest episode where Tasha Anderson chats with Sheryl Cababa, the Chief Strategy Officer at Substantial, about revolutionizing program development using systems and design thinking.

Sheryl unpacks the nuances between systems thinking (the broad view, looking at the interplay between all stakeholders) and design thinking (a beneficiary-centric approach, co-designing for impact). When these two powerhouses meet, magic happens! By combining them, we get rapid, user-centric solutions that also take into account the larger picture.

One significant challenge we delve into? Prescriptive funding. With funders often setting the rules of the game, how can nonprofits retain their innovative edge? Sheryl's insights on a more flexible, systems-oriented approach by funders might be the game-changer we need.

And if you're curious to see this thinking in action, don’t miss Sheryl's fascinating case study on a grand challenge by the Bill and Melinda Gates Foundation. Spoiler alert: It’s about embracing complexity and collaboration.

Nonprofits, it's time to get nimble, innovate, and amplify our impact! Tune in for a treasure trove of actionable insights and get inspired to approach your next project with a fresh lens. 🎧🌍🚀

For more information on Sheryl Cababa

💻 ⁠⁠⁠⁠⁠Website⁠⁠⁠⁠ ⁠ 👥 ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠

-------------------------------------- 🔗 For more content by The Charity CFO head to... 💻 ⁠⁠⁠⁠Website⁠⁠⁠⁠ 👥 ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ 🎥 ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ 📸 ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ 🗺 ⁠⁠⁠⁠Facebook

Nonprofit leaders often struggle to create an open, trusting culture that supports their staff in executing their mission.

If you’re looking for proven ways to engage your team and improve the mindset of your nonprofit team, this episode is for you.

This week on A Modern Nonprofit, author and nonprofit consultant Rita Sever joins us to talk about the top three challenges nonprofit leaders face, and how to tackle them head on.

After working in nonprofits her entire career, Rita experienced firsthand the struggles of growing a viable nonprofit with a positive, inclusive culture. In her books, Leadership for Justice: Supervision, HR and Culture, and Supervision Matters: 100 Bite-Sized Ideas to Transform You and Your Team, she details the importance of supervision and how three important factors can shift an entire workplace culture.

Rita works with nonprofits all over the country to help them be more successful- as individuals, teams, or entire organizations.

For more nonprofit accounting resources check out www.thecharitycfo.com

For more information on how to work with Rita Sever, visit her website supervisionmatters.com, or connect with her on social media.

Rita’s books are available for purchase at Amazon.com:

• Leadership for Justice: Supervision, HR and Culture
• Supervision Matters: 100 Bite-Sized Ideas to Transform You and Your Team

In this episode, you’ll learn:

• The unique challenges of leading in a nonprofit environment ( (3:54)
• Why a “kitchen in the living room” is typical weakness for nonprofit teams (4:58)
• The 2 key qualities that are essential to successful leadership (12:00)
• What too many nonprofit leaders do to lose the trust of their staff (18:00)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

Prefer to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/PGfR3fI4KYo

On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites Scott Baier. Scott Baier is the president & CEO of our client, College Bound. College Bound students are provided individualized coaching to help them try strategies and test theories of academic growth. The students develop a strong working theory of what works for them by the time they walk into their first college class.

Scott speaks about, "The Role of a CEO in Fundraising". He covers how he became so effective in fundraising? What his #1 piece of advice he would give a new CEO that has no experience in fundraising? What does a week look like for him as the CEO of College Bound and how he allocate his time? What has been the biggest lesson learned as a CEO as it relates to fundraising? What would Scott say to those CEOs that are uncomfortable with fundraising and want to delegate that to someone else?

This episode is a must listen.

Find Scott Baier website: https://www.collegeboundstl.org/

John Mark Vanderpool, co-founder of Social Impact Solutions joins the podcast today. With a focus in fundraising strategies, Tosha & John Mark settle here for the conversation as this is John Mark’s speciality. 

It is no surprise that clients have struggled in the final quarter of 2023. Year end giving wasn’t as projected and not to mention the conversations about inflation and rising costs has yet to settle, the non-profit space faces many challenges entering into 2024. 

John Mark is on the other end of the phone for others who are seeking help in operational efficiencies and fundraising effectiveness.  

As Tosha mentions, a survey produced by BDO stated that 45% of nonprofits are going to combat inflation through fundraising efficiencies. But what does that really mean? 

Thanks to John Mark & Tosha’s conversation, we identified the answer to this question. Starting with simplifying what the question is asking, when in a high inflationary environment, John Mark shares that non-profit organizations must  address two things: 

• Raising more dollars
• Cutting Costs

How intentional is your nonprofit with your communication plans? Is there a strategy behind the image your organization is presenting to the world?

Houda Elyazgi joins A Modern Nonprofit to talk about building integrated and strategic communication campaigns to help build momentum and get public support for your most important initiatives.

Houda Elyazgi is the Chief Client Officer at Saxum, an integrated digital agency obsessed for good. Houda is committed to making the world better through her work in diversity, equality, education and public policy.

In this episode, Houda will share with you:

• What a strategic communication plan looks like
• How to choose the right tactics for spreading your unique message
• The 1 question to ask yourself BEFORE launching a communication effort
• How the concept of ‘Social Permitting’ helped build community support for “America’s Greatest Park”
• And how to know if YOUR communication strategy is working

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on how to improve your communication, visit Saxum.com to learn about how they can help!

As a young college student in the ROTC program, Alisa recognized a hardship for her Australian Shepherd, JD. With Alisa’s husband deployed and as she herself was heading to training for the Marine Corps, JD had nowhere to go. 

After a cross country trip from CA to VA, a temporary home was found for JD while Alisa and Shawn were deployed. Then the question came: ‘How many military families struggle with the same issues?’ 

Alas, Dogs on Deployment (DoD) was then created. The nonprofit exists today to provide a central network for America’s Heroes to find volunteers willing to board their pets during times of service or hardship. 

DoD’s Mission is to give America’s Heroes peace of mind concerning their pets during service or hardship through connection, compassion and care. 

Grant writing may be the most valuable skill in nonprofit fundraising. In a single grant application, you could change the fortunes of your entire organization.

Many nonprofits–established as well as new ones–are intimidated by the process. But you don’t need to be. Grant writing is more of a science than an art, and in this episode professional grant writer Kate Hephner sits down with Tosha to reveal the secrets that have helped her secure grants for nonprofits for over 20 years.

Kate is a freelance grant writer and Grants Specialist at Second Harvest Foodbank of Southern Wisconsin. In this episode, she’ll share:

• The FIRST place to look when you’re ready to start with grants
• The best resources for searching and finding grants
• Why “following the rules” is essential to getting funded
• How to organize your team to meet your grant application deadlines
• Why program directors make the best grant writers
• What NEW nonprofits can do prove they’re worthy of funding
• And much more…

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

If you need a freelance grant writer to help you win more funding, you can reach out to Kate through her LinkedIn page: https://www.linkedin.com/in/kate-hephner-019a522/

Links to the grant directories mentioned by Kate:

• https://www.instrumentl.com/
• https://fconline.foundationcenter.org/
• https://grantstation.com/
• https://www.grantwatch.com/

Want to learn more about finding grants for your organization? Check out our episode with the founder of Grantwatch here: https://thecharitycfo.com/libby-hikind-how-to-find-grants/

A lot of people will tell you that your nonprofit “brand” is critical to your success, but what is a brand anyway?

Is it a logo? A color palette? More visibility? Or the right messaging?

In this episode, branding master Beth Brodovsky joins Tosha to talk about what branding actually is, how it’s misunderstood and why it impacts every corner of your organization.

Beth is the President of Iris Creative Group, a marketing consulting agency that works only with nonprofit organizations. She and her team have helped dozens of nonprofits develop strong brand messaging to drive support for their missions.

You can learn more about Iris at www.iriscreative.com.

Or email beth@iriscreative.com to get a copy of her free “Are You Ready for a Rebrand” guide.

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com

In the inaugural episode of A Modern Nonprofit Podcast, Tosha Anderson sits down with Veer Up founder & CEO Eileen McGhee to talk about diversity and inclusion in the nonprofit sector. They talk about the obstacles within hiring, how organizations can devote themselves to be more inclusive and  talk about the best strategies that ensure diversity is achieved within an organization as well as community. 

Tosha Anderson and A Modern Nonprofit Podcast are back! Powered by The Charity CFO, Episode 2 takes you - the listener- along on a journey where the two professionals discuss everything related to nonprofit tax compliance. Ben discusses the consequences that face nonprofits if they fail to submit the proper tax forms and reviews strategies that charity organizations can implement to avoid any legal trouble. Tosha inquires about the challenges within nonprofit accounting and for any organization that is starting in the nonprofit space, which Ben responds to by listing the most important forms you should be aware of when reporting your funds. That- and much more- is packed within this important, insightful episode. 

Getting exposure for your nonprofit can lead to better fundraising totals and bigger partnerships, bringing you closer to achieving your mission.

And when people want exposure, they naturally turn to press releases. But many nonprofits are disappointed when their fundraiser or program launch doesn’t become front-page news.

How can you learn to use press releases to effectively level-up your nonprofit?

Enter Mickie Kennedy, the Founder and President of eReleases, the small business leader for press release distribution, now celebrating 22 years in business.

In this episode, the self-described Press Release Ninja shares his tips for helping  you increase your visibility and credibility by doing press releases better.

We’ll talk about the common mistakes nonprofits make with press releases, how to create ‘hooks’ that journalists can’t resist, and how a single press release created millions of dollars of revenue for one of his clients.

Thanks for listening and be sure to subscribe for new episodes every week!

In this episode of the Modern Nonprofit Podcast, Tosha Anderson interviews Alyssia Palacios-Woods, the executive director at Capital IDEA. These two strong leaders discuss all things leadership, and if you are in any way shape or form directing a nonprofit, you don't want to miss it. Here just some of the major take-aways: Women In Leadership Collectively, all of Alyssia’s experiences led her to become the leader she is today. But, how exactly? She shares that in her past that nearly all of her managers, superiors, and even owners have been women. The women that Alyssia has experienced in leadership have definitely shaped how she has become the leader she is today. There are many styles of leadership, but we hear that being led by women has helped her see a different way and a different approach. For example, when leading her own teams, Alyssia thinks about family friendly workforce policies. What seems to be an almost backwards consideration, it sometimes doesn’t make sense to have a job if paying for childcare comes with that. It may be more affordable for families to have a one income household and watch children during the day than it is to have a two income household and pay for childcare. Because of these considerations, Alyssia likes to put policies in place that are family friendly, offer flexibility, and support people at all stages of their lives. Another key characteristic that Alyssia has learned from women in leadership positions is leading with empathy. During the pandemic and the mental stress that came with it, Alyssia learned that many people were going through unimaginable things. So, she likes to lead with the mindset that checks in with others. The mindset that asks how they are doing and if everything is okay. Bringing this mindset and culture to the workplace can help and support employees, especially if what is going on is not obvious to the eye. It truly builds a culture of intentionality and care into the workplace. And in Alyssia’s case, all because of the women in leadership that she’s experienced. To learn more about Alyssia and the organization she leads, connect with her on LinkedIn. You can also learn more about Capital IDEA, the programs they support, partners they work with, and how to get started at capitalidea.org. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

1. Marketing and branding might feel like corporate concepts to many in the nonprofit sector. So why are they important?
2. What differences have you seen during the pandemic between nonprofits that understand marketing and branding and those who don't?
3. If a nonprofit is just getting started with taking marketing seriously, where should they begin?
4. How can nonprofit executives be more supportive of their communications staff?
5. What are some of your favorite professional development tools or opportunities for nonprofit communicators?

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Drew Reynolds, Principal Consultant at Common Good Data, to explore the critical intersection of data, storytelling, and fundraising in the nonprofit sector.You can connect with Drew at his website here: https://www.commongooddata.com/And find him on LinkedIn here:   / drewdreynolds  What’s new on our website?Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-m...Follow Us OnlineStay connected and get more exclusive content on:Website: www.thecharitycfo.comInstagram: @thecharitycfoFacebook: / thecharitycfo LinkedIn:   / the-.  .TikTok: @thecharitycfoSpotify: https://open.spotify.com/show/6hofQXP...Apple Music: https://podcasts.apple.com/us/podcast...Get InvolvedSubscribe for more videos: Don’t forget to hit the bell icon so you never miss a video!About The Charity CFOWe are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

When should your nonprofit team know the financials?In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Pat Fisher (CFO to 35+ nonprofit clients) explore the why, when, and how of internal financial transparency.From diffusing financial responsibility to avoiding knowledge bottlenecks, Tosha and Pat break down real examples, common pitfalls, and practical steps for giving your team the financial visibility they need—without handing over the keys to the kingdom.Whether you're a CEO, program director, or finance lead, this episode will challenge how you think about budgeting, reporting, and building trust with your team.

👇 Want the full framework? Download The Charity CFO Financial Blueprint here!

Get in Touch with Pat and The Charity CFO Team here https://thecharitycfo.com/

What to watch next…

Looking for more strategic tips? Check out Episode 92 on alternative funding sources like auctions

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About The Charity CFOWe’re an accounting partner that only works with nonprofits. We understand your mission, your challenges, and your goals—because nonprofits are all we do. Need help with your nonprofit accounting or bookkeeping?Book a FREE consultation here!

In this insightful episode of A Modern Nonprofit Podcast, join host Tosha Anderson as she delves into the innovative world of collaborative funding with her distinguished guest, Katya Hancock, the founding executive director of Young Futures. Together, they explore the organization's mission to support adolescents in navigating the complexities of the digital landscape and the powerful ecosystem of solutions lifted up through their unique funding model. 🔹 Key Takeaways: * Discover how Young Futures aims to instill hope and optimize the wellbeing of youth ages 10 to 19 in today's tech-saturated environment. * Learn about the organization's impactful funding challenges, including the Lonely Hearts Club Challenge, focused on combating the adolescent loneliness epidemic. * Gain insights into the strategic approach to non-profit leadership, informed by lessons translated from the startup world to the non-profit sector. 🔹 *In-Depth Conversations:* * Katya Hancock shares her inspiring journey from the for-profit tech startup realm to leading a mission-driven non-profit. * An exploration into the significance of multi-year operational support and how it empowers strategic execution and amplifies impact. * Understand the concept of collaborative funding, with insights from diverse funding partners such as Pivotal Ventures, Susan Crown Exchange, and the Goodness Web. 🔹 *Valuable Advice:* * Non-profit leaders get actionable advice on starting conversations and fostering relationships with funders to support their organization's ambitions. Young Futures is on a trajectory to leave a lasting positive mark on youth mental health, aspiring to support at least a hundred non-profits with a blend of funding and expertise. Whether you are part of the non-profit sector, an educator, a concerned parent, or someone passionate about youth empowerment, this episode is sure not to be missed! 👉 Stay tuned until the end for ways to connect with Katya and Young Futures, and how to become part of a growing community determined to make a difference in the lives of young people. *Subscribe to A Modern Nonprofit Podcast* on all major streaming platforms to stay updated with the latest insights in the non-profit realm and join our community discussions. *Follow Us:* * Website: youngfutures.org * Newsletter: youngfutures.substack.com * LinkedIn: Young Futures Org Drop a like👍, share, and subscribe💻 to help us spread these important conversations and support the non-profit community. Your engagement helps other non-profit leaders find valuable content like this. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Auctions, are they a thing of the past or do they still work? We answer this question on another episode of A Modern Nonprofit Podcast hosted by Tosha Anderson.

Bringing their expertise to the table, we are joined by Laurie Hochman, Director of Business Growth & Strategy at Auctria. Auctria is an easy to use tool that helps run your fundraising events.

Success through Auctions Whether auctions still work or not is a valid question, however the fact that they are happening daily should tell you everything you need to know about their success.

Laurie shares that fundraising will never go away simply because people like to socialize. Socializing stimulates happiness, and typically happy people elect to donate some cash. How much auctions produce for a fundraising event does depend on the audience and their response to the event.

So how much cash are we talking here though? Well, that depends once again on the audience.

Just like marketing pertains to a target audience or market, so does fundraising. Except dollars for profit or increased sales in the for profit world become synonymous with dollars raised for social programs and nonprofit missions. Some organizations may raise $400,000 to even $1 million dollars through their fundraising.

This isn’t to be compared with a startup fundraising campaign though. Laurie encourages the listeners to not be discouraged by a fundraising event that only brings in $30,000 to $50,000 in its first few years.

Some of the larger dollar amounts raised are typically equated to years of cultivation and hosting events. In other words, their audience has been to the show more than a few times. Remember, everything is a process and takes time to build.

Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

On today’s episode of A Modern Nonprofit Podcast, we have the Executive Director of Only Make Believe, Tamela Aldridge. Only Make Believe (OMB) is a 501c3 organization that creates interactive theater environments for children in hospital, special education, and care facility settings. When talking with Tamela, we hear a powerful message from her leadership experience within the organization and when it comes to serving others. We all have unique talents and characteristics that make us who we are, but everyone has an imagination. Tamela and her team build off of this mindset to fulfill their mission at Only Make Believe. A Day in the Life of an Executive Director An Executive Director of a nonprofit organization typically wears many hats. Tamela shares that although she juggles many things, the most important to her is having a passion for the mission. When it comes to the mission of OMB, they meet children where they are by bringing performances to the care sites or educational systems they are present in. Essentially, making theater accessible to them by meeting them where they are. Tamela and her team bring the experience to the children. And speaking of experience, Tamela’s background began in acting, as she herself was an actor in NYC. With this, she studied human behavior which translated to her ability to recognize how children reacted to their performances. She says, “After years starting out as an actor, I always studied human behavior. So then working with specialized populations, it was truly intriguing to me how these young people engaged and how they interpreted the information. [And even more so] how they were able to then push it back out.” Because Tamela’s experience is unique in its own way, it still provided a specific avenue not only for herself, but also those who are in the acting career as well. Just because she originated in the arts, does not mean she wasn’t prepared to handle the business world either. We learn that she attended Howard University, where one of her professors taught her that ‘the word is showbusiness’, but before you can ever do a show, you have to be able to handle your business.’ Such a powerful message in its own way. Now Tamela and her team can provide opportunities for actors and take their talents to showcase to children for a fantastic cause. A true win-win. To learn more about Tamela, her team, and Only Make Believe, check out their website. Please be sure to engage with the interview. Whether you enjoy listening to it, reading about it, or watching us on YouTube, make sure you review, share, and engage with A Modern Nonprofit Podcast. You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com!

Do you ever think, “if we get any bigger, this organization will crush me?”

Are you ready to scale, but you’re afraid that growth will make you even more alone in your leadership role?

This week on A Modern Nonprofit Podcast we’ll show you how to build the right team to scale your organization effectively.

In this episode, Dirk van Reenen joins us to talk about why nonprofits need a defined business structure, the right team (not just a passionate team), and the mental shift founders must make to scale.

Dirk is the founder and CEO of BERGFlow. He empowers founders to build better teams and prepares them for scalability and greater impact.

• Why working in silos stops your growth, and you  can avoid it. (4:25) 
• The 3 factors for determining if someone is right for a position and your mission? (7:13) 
• How to shift your mindset from founder to collaborative business owner. (17:30) 
• How to feel less alone in your leadership role. (28:09)

Thanks for listening and be sure to subscribe for new episodes every week!

For more nonprofit accounting resources check out www.thecharitycfo.com 

For more information on how to building a collaborative, mission-oriented team, visit BERGFlow @ https://bergflow.com

Want to WATCH A Modern Nonprofit? Check out this episode on YouTube now: https://youtu.be/LURgTfDtl-I

In this Episode of A Modern Nonprofit Podcast, host Tosha Anderson met with Howard Levy, branding and marketing strategy expert from Red Rooster Group. Howard emphasizes that with approximately 1.6 million nonprofits in the United States - nearly double the number from 30 years ago - organizations need to stand out in an increasingly crowded field. About Howard Levy: Howard is a brand strategist, award-winning creative director, marketing, and fundraising expert with a 30-year track record of helping organizations revitalize their brands, engage their audiences, and raise more money. Find out more about Howard: https://redroostergroup.com/ https://www.linkedin.com/in/howardadamlevy/ What to watch next… Episode 106: Balancing Mission with Human-Centered Leadership https://www.youtube.com/watch?v=p8ev9bT-AHo&feature=youtu.be Episode 97: How to Scale a Nonprofit: https://www.youtube.com/watch?v=i4iw33f5gC0 What’s new on our website? Accounting as a Shared Responsibility: https://thecharitycfo.com/accounting-as-a-shared-responsibility-why-the-most-effective-nonprofits-share-financial-management-across-leadership-teams/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

In this episode, Tosha chats with Courtney Bullard, Executive Director and CEO of The Pearl House.  Learn how she launched The Pearl House and lessons learned along the way.

For more information on Courtney Bullard or The Pearl House visit:

• www.thepearlhouse.org
• https://www.facebook.com/ThePearlHouseGhana 
• https://www.facebook.com/courtney.b.bullard
• https://www.instagram.com/thepearlhouse/
• https://www.instagram.com/courtneybellebullard/

Thank you for listening to another episode of A Modern Nonprofit Podcast powered by The Charity CFO.

• https://thecharitycfo.com/
• https://www.facebook.com/thecharitycfo
• https://www.instagram.com/thecharitycfo/
• https://www.linkedin.com/company/67878027/

Is this you…

“I don’t know if my nonprofit’s accounting systems are bad… and I probably won’t know for sure until something bad happens.” 

99% of nonprofit founders we work with don’t have a background in finance. If you struggle with feeling confident that your books are in order… and don’t know how to tell if they’re in order or not, this is THE episode for you. 

This week on A Modern Nonprofit Podcast we discuss common red flags you can check today to verify your organization’s financial health. 

In this episode, Isabel Sippo joins me to talk about the most common reasons why your nonprofit’s finances might be a mess, and ways to clean them up. 

Isabel is the Onboarding Specialist at The Charity CFO. She focuses on helping new clients feel more confident about their financial records by re-engineering financial systems and minimizing opportunities for errors.   

In this episode, you’ll discover…

• Key questions to ask if your books are out-of-date (5:50) 
• 3 common issues that lead to messy, inconsistent books (10:56) 
• The Big Red Flag you need to check for and how to fix it (15:28) 
• Tips for how to minimize opportunities for errors (31:29) 

Thanks for listening and be sure to subscribe for new episodes every week!  

For more nonprofit accounting resources check out www.thecharitycfo.com.

On today's episode we had Lori Zoss Kraska, MBA, CFRE talk to us about corporate giving. She is the Founder and Chief Principal at Growth Owl, LLC. With over 22 years of expertise, she guides nonprofit organizations in revenue generation management, corporate sponsorship support, corporate cause marketing, fundraising, corporate social responsibility, non profit consulting, executive sales management, training, and marketing strategy. 

If you enjoyed this episode, don't forget to follow A Modern Nonprofit Podcast. 

If you wish to learn more about our guest, follow her on Social Media or check out the Growth Owl website! 

• LinkedIn
• Facebook
• YouTube
• Website 
• The Boardroom Playbook available on Amazon 

If your creative and artistic endeavors have taken you down a path of community service, then this is the episode of A Modern Nonprofit Podcast that you have been waiting for. Listen as Tosha sits down with Matthew Kerns, the executive director of the St. Lou Fringe, to discuss the tips and challenges he faced when trying to conduct events during the COVID-19 pandemic. During this episode, the two discuss virtual events, scheduling and festivals, and encouraging support during uncertain times. For listeners with a history or interest in the arts, as well as those hoping to learn more about successful strategies for hosting events as it may relate to your nonprofit, then you're in luck. Also make sure to check out St. Lou Fringe, which builds the community by connecting uncensored, unjuried performing arts with accessible and affordable performances for audiences, on their website here: https://www.stlouisfringe.com/. 

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson explores Human-Centered Leadership with special guest Kathryn Hoffman. Kathryn is the CEO of the Minnesota Center for Environmental Advocacy (MCEA). As the leader of one of Minnesota's most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. Find out more about Kathryn at her website and LinkedIn: https://www.mncenter.org/ https://www.linkedin.com/in/kathryn-hoffman-b8549447/ What to watch next… Episode 101: Decision-Making in Nonprofits: Insights from a Data Expert

Episode 91: The impact of women in leadership What’s new on our website? KPIs You Should Be Tracking in Your Nonprofit: https://thecharitycfo.com/kpis-you-should-be-tracking-in-a-nonprofit/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don’t forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let’s talk. Book a FREE consultation here:

https://thecharitycfo.com/contact/

Join Tosha and special guest Kristina McKean as they delve into the unique mission-driven work of The Elephant Project in this episode of A Modern Nonprofit. Unlike traditional nonprofits, Kristina's approach to elephant conservation is both innovative and impactful. She shares her journey from witnessing a baby elephant begging in the streets of Bangkok to creating a stuffed animal that raises both funds and awareness for the cause. Kristina leverages her background in product development and design to create a sustainable model for elephant conservation. This episode is a must-watch for anyone interested in mission-based work that transcends the conventional nonprofit structure. Ready to discover a different path to making a difference? More on our Guest: Kristina McKean, a passionate advocate for elephant conservation, brings over 23 years of commitment to the cause. As the Founder and Owner of The Elephant Project, she combines her expertise in design and product development to create stuffed animals that not only raise funds but also educate the younger generation about the plight of elephants. 🔗 For more information on Kristina McKean 💻 ⁠Website⁠ 👥 ⁠LinkedIn⁠ -------------------------------------- 🔗 For more content by The Charity CFO head to... 💻 ⁠Website⁠ 👥 ⁠LinkedIn⁠ 🎥 ⁠YouTube⁠ 📸 ⁠Instagram⁠ 🗺 ⁠Facebook

Every nonprofit will have to determine what and when they need to scale itself as an organization. "Scale" can mean many things, and to best grow your nonprofit, you need to have certain structures in place that will allow you to remain successful for the long haul. That's why Travis Johnson, the host of the Nonprofit Architect, was invited to discuss how to best scale your nonprofit on this episode of A Modern Nonprofit Podcast. Tosha and Travis break down this fundraising-centric topic and highlight discussion points such as: "What do nonprofits need to scale so they can get paid?" and "What is holding nonprofits back from taking the right scaling steps?" To effectively scale your nonprofit, this is the best podcast episode for all nonprofit leaders and board members hoping to improve their organization. 

Discover the ins and outs of Program Development with Rebecca Rodriguez, Principal Consultant at For the Philanthropist.

On this episode of A Modern Nonprofit, Rebecca guides us through the process of program development, highlighting the significance of creating a logic model and tracking outcomes for measuring success. She also encourages aspiring founders to gain experience by volunteering with organizations and find a cause that truly inspires them. Additionally, she emphasizes the importance of community input and gratitude in the nonprofit sector.

After listening to this episode, you'll gain insights into:

• Approaching program development when starting a new organization or in the initial phase.
• Key elements of effective program design.
• Best practices for founders and nonprofit leaders during program development.
• Assessing the impact of programs to ensure positive change and avoid unintended harm.
• Program evaluation in typical nonprofits, including budget allocation considerations.
• Advice and guidance for individuals looking to make a difference in their community through programs or organizations.

For further guidance and best practices, we recommend checking out Rebecca's latest book, "The Nonprofit Workbook: Tips & Best Practices for Start-ups Serving the Greater Common Good." You can find her book here https://www.forthephilanthropist.com/the-nonprofit-workbook or send her an inquiry at info@forthephilanthropist.com.

As always, we appreciate your support. If you like what you heard, give us a like and subscribe! Don’t forget to follow The Charity CFO for more content from Tosha and the rest of TCCFO team.

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