Episodes

Episode 393: What Surprised Me Most as a New Nonprofit CEO (Sarah Norris) Episode Summary Plenty of capable people rule themselves out of the corner office because they are introverted, never planned to lead, or assume the job demands a personality they do not have. Sarah Norris, Chief Executive Officer of Crossnore Communities for Children in Crossnore, North Carolina, never set out to be a CEO, yet she has just completed her first year leading a century-old child welfare and mental health...

392: What Funders Are Seeing, Funding & Prioritizing Right Now (Clark Casteel, Hal Cato, Darrin Goss, Sr., Rhett Mabry) Episode Summary Most nonprofit leaders guess at a funder's real priorities until the rejection letter arrives. Recorded live from the Across State Lines webinar Patton moderated, this episode brings four voices at once: Clark Casteel (Danville Regional Foundation), Hal Cato (Community Foundation of Middle Tennessee), Darrin Goss, Sr. (Coastal Community Foundation), and Rhett M...

Episode 391: Deeper, Not Bigger: How to Make the Case for Capacity (Jimmy McQuilkin) Episode Summary Most capital campaigns fund something new, a building, a wing, more seats. Jimmy McQuilkin, Founder and Executive Director of UrbanPromise Charlotte, built a six-million-dollar campaign to fund something nonprofit leaders rarely ask for: getting better. McQuilkin traces his path from a Teach For America classroom to a summer running UrbanPromise Honduras, and the 2013 leap that became UrbanP...

Episode 390: How People Work: 4 Things Every Nonprofit Leader Should Know (Nancy Bacon) Episode Summary Most nonprofit leaders assume that passion is enough, that a motivated team is simply a team that cares, and that a performance problem is a training problem. Nancy Bacon, Founder of Nancy Bacon Consulting and co-founder of the Nonprofit Learning Center in Seattle, spent this conversation taking that apart, one piece of research at a time. She walks through self-determination theory’s thr...

Episode 389: How to Stop Being the Invisible Sector (Dr. Mariane Asad Doyle) Episode Summary Ask a nonprofit leader about advocacy and you will usually hear one of two things: there is no time for it, or it is lobbying and therefore off limits. Dr. Mariane Asad Doyle, Executive Director of the Center for Nonprofit Excellence in Charlottesville, Virginia, takes both apart. Advocacy, she argues, is simply legislative education, and the line that actually matters is a bill. If you are pushing ...

Episode 388: Why Half of Your Week Isn't in Your Job Description (Cyril Jefferson) Episode Summary Most nonprofit leaders can feel that the week has gotten away from them, but very few can prove it, which makes the conversation with a board sound like complaining rather than evidence. Cyril Jefferson, Mayor of High Point, North Carolina, spent years on the other side of that problem as a consultant, and his fix is a four-week time audit: log every task in a spreadsheet as you do it, add a r...

Episode 387: How to Build Something That Keeps Giving Episode Summary Most leaders build as though time is unlimited, and the idea that would matter most sits in a notebook waiting on money that never arrives. William McNeely, Founder and CEO of Do Greater Charlotte, stopped thinking that way in 2017, and six weeks after a double lung transplant, with no money and no staff, he was on a stage pitching an organization built around one sentence he had written himself: commit to doing something...

Episode 386: How to Build on Your Community Capital as a Nonprofit Leader (Dan Bevels) Episode Summary Plenty of nonprofit professionals talk themselves out of executive roles because their resume does not show years of philanthropic experience. Dan Bevels, President of the Atrium Health Floyd-Polk Foundation in Rome, Georgia, nearly did exactly that, and applied only after his wife and a mentor pushed him. He walks through the case he made in place of the credentials he lacked: that what h...

385: No Margin, No Mission: Building Nonprofits That Last (Cecilia Haag) Episode Summary Nonprofit leaders are told that the urgency of the mission will carry the organization, and that financial and operational discipline is something the corporate world worries about. Cecilia Haag, President of Thompson Impact Consulting, came out of that corporate world, joining the 140-year-old human services organization Thompson as Chief Strategy and Innovation Officer after watching it decide to take...

Episode 384: How to Launch a Planned Giving Program in One Week (Tony Martignetti) Episode Summary Small and mid-sized nonprofits routinely tell themselves that planned giving belongs to hospitals and universities, that it takes a lawyer and a brochure to begin, and that raising it with a donor means starting a conversation about death. Tony Martignetti, founder of Planned Giving Accelerator and host of Tony Martignetti Nonprofit Radio, has worked in planned giving since 1997 and spent more...

383: What Nonprofit Leaders Get Wrong About Growing Fast (Steve Isom) Episode Summary Nonprofit professionals often come to the sector craving mission, not metrics, and the discomfort that creates around money, growth, and hard numbers can quietly limit how far an organization goes. Steve Isom, Chief Operating and Financial Officer at Bloomerang, has spent nearly six years professionalizing the finance, operations, and customer functions behind the giving platform that now serves more than ...

Episode 382: From Shoe Drive to Global Movement (Andrew Lovedale) Episode Summary Too many nonprofit founders assume that the people who love them will automatically support the mission they've built, and few learn how costly that assumption is until donors who cheer from the sidelines never actually give. Andrew Lovedale, Founder and Executive Director of Access to Success (A2S), learned that lesson firsthand after a shoe drive he started as a Davidson College basketball player, whose...

Episode 381: What Leaders Must Know to Build Cross-Sector Power (Karen Riordan) Episode Summary Nonprofit leaders often assume advocacy, cross-sector partnerships, and funding diversification are someone else's job — but Karen Riordan, President & CEO of Together SC in Myrtle Beach, South Carolina, argues that building real power for the sector starts with everyday relationship-building. Drawing on three decades of for-profit marketing experience before her move into nonprofit leadershi...

#380: Relationships Shape Everything: What Leaders Must Know to Build Community (David “Dae-Lee” Arrington) Episode Summary Many nonprofit leaders believe they've built real community and trust within their organizations — but David “Dae-Lee” Arrington argues that what looks like connection is often just proximity, and that gap is costing leaders more than they realize. Founder and CEO of Bridge Builder Leadership in Charlotte, NC, Dae-Lee shares how his own journey - from a Black, working-...

379: How to Treat Every Donor Like a Major Donor (Derric Bakker) Episode Summary Nonprofit leaders and fundraisers are exhausted, and the instinct when results slip is to simply work harder. In this episode of Your Path to Nonprofit Leadership, Derric Bakker, Founder & CEO of DickersonBakker, argues that today’s struggle is not a down cycle teams can out-hustle but a structural shift in how people give, driven by demographics, the widening wealth gap, fraying community and religio...

378: The Money Myths Holding Your Nonprofit Back (Sean Hale) Episode Summary Too many nonprofit leaders quietly avoid their own finances, trusting that a clean audit or a capable CPA means everything is handled, and that blind spot can put a mission at real risk. In this episode, Patton talks with Sean Hale, founder of Nonprofit CFOs, who busts five money myths that hold organizations back: that the audit has them covered, that finance is the CPA’s job, that nonprofits aren’t supposed to ma...

377: Stop Pushing Harder: How Great Nonprofits Build Momentum (Suzanne Smith) Episode Summary Nonprofit leaders are exhausted, pushing harder and still feeling stuck. Suzanne Smith, Founder and CEO of Social Impact Architects, offers a different path. Drawing on sixteen years of consulting and her forthcoming book, The Nonprofit Flywheel, she reframes Jim Collins’s flywheel for the social sector: translate business practices, don’t transplant them. Suzanne walks through the six elements, im...

Episode 376: Who Should Be Part of Your Strategic Planning Process? (Renee Rubin Ross) Episode Summary Too many strategic plans end up gathering dust on a shelf, or worse, frustrating the very people who were left out of building them. In this episode, Renee Rubin Ross, Ph.D., Founder of The Ross Collective and author of the new book Inclusive Strategic Planning, makes the case that who you involve in planning matters just as much as the plan itself. Drawing on more than twenty planning pro...

375: Outrageous Kindness: A Framework for Unlocking Philanthropic Potential (Kristina Joy Carlson) Episode Summary When disruption hits, many nonprofit leaders go quiet and wait for conditions to settle before they act, and that pause quietly signals to donors and communities that the mission can wait too. In Episode 375, Kristina Joy Carlson, CFRE, Founder and CEO of Outrageous Kindness, makes the case that perfect is never coming, and that the leaders who keep moving are the ones who buil...

Episode 374: A Roadmap to Nonprofit Excellence: What Most Leaders Miss (Lauren Deiorio) Episode Summary Most nonprofit leaders don’t fail because of mission. They get stuck running one part of the operation well while neglecting the rest, often because they rose through programming and never learned the business of running an organization. In this episode, Lauren Deiorio, President & CEO of the Community Foundation for Ocala/Marion County, shares the Roadmap to Success, a practical tool...

#373: Turning Leadership Transitions into Organizational Breakthroughs (Jeffrey R. Wilcox, CFRE) Episode Summary Most nonprofits treat leadership change as an emergency to survive rather than a future to plan for — and the cost of that blind spot is mounting. In this episode, Jeffrey R. Wilcox, CFRE (ret), CEO of Third Sector Company and founder of the Interim Executives Academy, names the “perfect storm” that has left the sector unprepared: taboo conversations about people, resource develo...

Episode 372: The Culture Work No One Warns You About in a Nonprofit Merger (Marcia Beckner) Episode Summary Too many nonprofit leaders treat a merger as a last resort, proof that something failed, when it can be the boldest strategic move they make. In this episode, Marcia Beckner, Founder and CEO of Culture CARES® Global, reframes merger as a path to greater impact, drawing on her own experience founding MyLifeLine Cancer Foundation and merging it into the Cancer Support Community. Sh...

371: Stop Scaling, Start Listening: Building Nonprofits That Actually Work (jacob adams) Episode Summary Too many nonprofits have become experts at performing impact - hitting metrics, writing polished reports, scaling programs - without ever stopping to ask whether they’re actually changing the lives of the people they serve. In this episode, Patton sits down with jacob adams, Founder and Executive Director of Inner Spark Learning Lab in Los Angeles, to explore what it looks like whe...

370: How to Stop Losing Half of Your Recurring Donors (Dave Raley) Episode Summary If your organization celebrates a 42% recurring donor retention rate (the national average), you may be focusing on the wrong number - because the real story is the 58% you’re losing every year. In this follow-up to Episode #301, Patton welcomes back Dave Raley, Founder and CEO of The Center for Sustainable Giving in Poulsbo, Washington, for a deeper dive into sustainable giving. Dave unpacks the two distinct...