The Business Behind Fundraising

• Diversifying Your Human Service Org's Revenue: A Case Study with Carina Santa Maria at Shelter, Inc.

  Carina Santa Maria is a first time ED making veteran moves at her organization. At Shelter Inc., Carina helps youth experiencing homelessness find emergency shelter, transitional housing, and clinical care, filling a crucial need for a vulnerable population within her community. Such a need requires great funding, and when Carina stepped into the role, things weren't where they needed to be.  Fast forward to today -  Shelter Inc. has seen their revenue grow nearly 5x thanks to changes in strategy implemented by Carina. Sherry and Carina discuss the growth and challenges faced by Shelter Inc., the journey of scaling the organization,and how their relationship with donors impacted the transition to their new funding model. The two explore the need for diversification in funding, the impact of innovative ideas, and the significance of infrastructure in nonprofit operations.   What You Will Discover: ✔️ Infrastructure needs are often overlooked but essential for operations. ✔️ The ask doesn't have to be awkward. By staying open and consistent, your funders won't be caught off guard when you make the big ask, and even might be more proactive that you anticipate.  ✔️ New initiatives can appear nice and shiny for donors, but communicating the importance of overhead funding is crucial. ✔️ An engaged team is vital for implementing change throughout your organization. —————————————— Carina H. Santa Maria, MSW, LCSW, was appointed Executive Director and member of the Board of Directors of Shelter, Inc, in June 2018. She was previously Director of Field Education with Dominican University’s School of Social Work where she managed and coordinated internship experiences for master level social work students while maintaining relations with community organizations to address the needs of clients needing social work intervention. While at Dominican, she also served as an adjunct  instructor, teaching various graduate level social work classes, including a graduate level human trafficking course.  Prior to her work at Dominican University, she was a Community Youth Counselor for Memorial Health Care Systems and partnered with the Broward Sheriff’s Office and their Juvenile Diversion program. She has also served as the Vice President of Education and Outreach at the Broward Human Trafficking Coalition, and as a residential counselor at Youth Villages in Memphis, TN. In addition, Carina has volunteered with Kristi House – Project GOLD and served as the Education Director for Traffick Free, a volunteer driver organization in the Chicago area that combats human trafficking. Carina is also a founding member of a local Arlington Heights community group called Voices of Community, Acceptance, and Love (VOCAL), whose mission is to bridge differences to create a supportive, connected community that celebrates diversity and practices tolerance and acceptance. She was recently awarded the NASW Illinois Chapter’s Emerging Young Leader Award as well as Delta Zeta National Sorority’s 35 women under 35. She graduated with her bachelor’s degree in psychology and criminology from the University of Tampa in 2007. In 2011, she received her master’s degree in social work from Dominican University. She resides in Arlington Heights, IL with her husband and two sons.   LinkedIn: https://www.linkedin.com/in/cnhomann/ Website: https://www.shelter-inc.org/ -------------------------- Welcome to the Business Behind Fundraising podcast, where you’ll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor. Sherry Quam Taylor’s unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line. If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You’re in the right place!   #nonprofits #podcast

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• Pressing Pause on Your Gala: A Case Study with Janelle Miller Moravek at Youth & Family Counseling

  Janelle Miller Moravek describes herself as an "accidental" nonprofit employee, but when you see the thought and care she puts into her organization, the results are no accident at all! As the Executive Director at Youth & Family Counseling, Janelle works on providing and educating her community on affordable mental health care. She has done a bit of everything at the organization, and that experience has proven useful for understanding the needs of her team during a time of change and growth. Janelle and Sherry discuss the bold act of cutting her organization's gala out of the budget and how redirecting the resources spent on that event opened up new opportunities to spread their message to the community.   What You Will Discover: ✔️ Trust and flexibility are crucial within a team when navigating change. ✔️ Being visible on platforms like LinkedIn can attract funders and like-minded individuals. ✔️ Fundraising and systems-level work require ongoing learning, growth, and patience. ✔️ Authenticity and inclusivity are key in building relationships and engaging with donors. —————————————— Janelle Miller Moravek has served as Youth & Family Counseling’s Executive Director since 2009, when she was promoted from her previous position as Development Director. She holds a BA in French Studies from Wesleyan University in Connecticut. Janelle’s vision, leadership, and passion for improving access to mental healthcare have steered YFC’s steady growth over her 14-year tenure.  Janelle is a champion for YFC’s mission of opening doors to mental healthcare so people can cope, heal, and thrive. In service of this mission, she is responsible for overseeing programming, administration, and strategic plan implementation, as well as representing the organization to community partners and other stakeholders. In addition to her Executive Director role at YFC, Janelle is engaged with the Lake County human services community. She served as Co-Chair of the Lake County Behavioral Health Action Team (2016-2018), and currently serves on the board of the Lake County Alliance for Human Services and the Co-Chair Lake County Behavioral Health Action Team. Janelle lives in Libertyville with her husband and three children. Prior to joining YFC in 2000, Janelle served as Director of Development for Carmel Catholic High School, and Director of Annual Fund at Barat College.   LinkedIn: https://www.linkedin.com/in/janelle-miller-moravek-903a815b/ Website: https://counselingforall.org/ -------------------------- Welcome to the Business Behind Fundraising podcast, where you’ll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor. Sherry Quam Taylor’s unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line. If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You’re in the right place!   #nonprofits #podcast

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• Cultivating & Captivating Next Gen Board Members with Julia Patrick of American Nonprofit Academy

  Julia Patrick exemplifies that it’s never too late in your career to make an impact on the world around you. After a career in media covering social, political, and cultural issues in Arizona, Julia pivoted and dedicated her life to helping the nonprofit sector through the American Nonprofit Academy. As the CEO and Founder, as well as being the co-host of The Nonprofit Show, Julia allows nonprofit professionals to engage in discussions on problem-solving, innovation, and change within the sector. Sherry and Julia discuss how growing up in Arizona influenced her passion for nonprofit work. Julia dives deep into how board members can set up their organization for future success by empowering the next generation of leaders.   What You Will Discover:  ✔️ Your processes are key to attracting and retaining younger talent. What’s going to happen to your organization after you leave it? If there is not a structure in place, your ideal candidates may not be comfortable stepping in to lead. ✔️ Be strategic with your approach to board recruitment, seeking individuals with diverse backgrounds, skills, and perspectives. Your board member’s tool kits are vital to sustaining success within the community you serve! ✔️ Next-gen board members are focused on impact and finding solutions, rather than simply giving money. Foster an environment that promotes this thinking! —————————————— Julia C. Patrick is the CEO and Founder of the American Nonprofit Academy and serves as the co-host of The Nonprofit Show, the only daily live program dedicated to the nonprofit sector. This platform allows nonprofit professionals to engage in discussions on problem-solving, innovation, and change within the sector. Julia is the author of Building Board Champions: Activating Impactful Nonprofit Board Members. In addition to her roles in media and nonprofit education, Julia has an extensive background in media management and production as the CEO and President of Patrick Media Group, based in Phoenix, Arizona. With over 34 years of experience, she has significantly impacted the media landscape in Arizona and beyond. She studied Economics at Claremont McKenna College, further grounding her expertise in strategic planning and economic analysis, which she applies to her entrepreneurial and philanthropic endeavors. Julia’s leadership continues to inspire and shape the nonprofit community, especially through her innovative approach to nonprofit education and philanthropic leadership. LinkedIn: https://www.linkedin.com/in/julia-c-patrick-b74b3b28/ Website: https://americannonprofitacademy.com/ Book: https://a.co/d/jljTUk9 —————————————— Welcome to the Business Behind Fundraising podcast, where you’ll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor. Sherry Quam Taylor’s unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line. If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You’re in the right place!   #nonprofits #podcast

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• Fall Funder Series: A Discussion with Aba Taylor Brookline Community Foundation

  On the final episode of this year’s Fall Funder Series, Sherry Quam Taylor speaks with Aba Taylor of the Brookline Community Foundation. Located in the immediate suburbs of Boston, BCF partners with nearly 50 organizations, seeking to improve the financial equity and economic growth of vulnerable populations in their area. As Executive Director, Aba not only cultivates relationships with organizations seeking their assistance, but also fundraises on her own, helping secure the money from private donors that will then flow to community partners that align with BCF’s values. The importance of relationship building continues to be a theme throughout this series, but Aba dives deeper into the unique challenge of positioning a foundation within their communities nonprofit environment. Foundations have to seek funding on their own, so they are also doing the groundwork that nonprofit organizations. Because of this, foundations often understand the work that goes into securing funds, and they want to help those that they see making the greatest impact from that work, regardless of their size or reputation.   What You Will Discover ✔️ Funders come in all shapes and sizes. Take the time to figure out what kind of organizations a foundation generally funds. Rather than shooting in the dark with someone you hope may notice you, find a foundation that works with organizations similar to your own. ✔️ Funders have a unique challenge on their hands: they sometimes are competing for the same resources as the organizations they intend to fund. Understanding your fundraising environment can help leverage these relationships to their greatest extent. ✔️ “Lead by listening.” Whether you’re an established organization or one just getting off the ground, funders will hear about you if there is motivation and action behind your cause. —————————————— Aba Taylor has spent the last two decades engaged in social justice as an educator, facilitator, organizer, consultant, and nonprofit executive. From working internationally at the United Nations to conducting civil rights trainings all over the United States, to leading high impact social justice organizations and efforts, Aba has committed herself to supporting the capacity and leadership of nonprofit, educational and philanthropic organizations dedicated to social transformation. Prior to joining BCF, Aba held multiple senior leadership roles at the Interaction Institute for Social Change (IISC). Prior to that Aba was the Executive Director of the Network for Social Justice, and before that the Deputy Executive Director of the Astraea Foundation for Justice. Aba has sat on numerous boards and is currently the Board President of the Neighborhood Schools Inc. where her daughter attends school. Aba holds a Bachelor of Arts degree from Columbia University and a Master of Arts degree in Nonprofit Leadership and Management from the School of International Training. She is a Rockwood Leadership Institute alumnus and a certified trainer with Quabbin Mediation. Passionate about arts, culture, and creative expression Aba is a closeted writer and a very out sci-fi nerd. For Aba, liberatory parenting as well as spiritual and healing practices are her North Star. LinkedIn: https://www.linkedin.com/in/abataylor/ Website: https://www.brooklinecommunity.org —————————————— Welcome to the Business Behind Fundraising podcast, where you’ll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor. Sherry Quam Taylor’s unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line. If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You’re in the right place!   #nonprofits #podcast

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  45:03
• Fall Funder Series: A Discussion with John Tracey, Program Director of the Simons Foundation

  In the next edition of the Fall Funder Series, John Tracey of the Simons Foundation joins the show. As the Program Director managing the Science Sandbox, an incubatory portfolio focused on funding science communication practitioners, John helps organizations emphasize the importance of science in our everyday lives, helping build trust in modern practices and expanding access into new communities. Sherry and John dive into how organizations can get their foot in the door with larger funding operations. Spoiler alert: it’s not as hard or scary as you may think! Similar to working with the common donor, building an organic, mutualistic relationship can open the door to a world of opportunities.   What You Will Discover:  ✔️ Don’t be afraid to reach out. Ever heard the phrase “it doesn’t hurt to ask?” Take that mentality into your search for funding. Funders are looking for motivated organizations who are proud of the work their mission is accomplishing. ✔️ The power is in the programs. Having programs that are both well-organized and proven successful is key when attracting larger funders. ✔️ Things aren’t always going to be running exactly as planned. Transparency and honesty in conversations about challenges and reallocation of funds can lead to better outcomes and stronger relationships.  —————————————— John Tracey joined the Simons Foundation in 2014 as part of a team to improve public engagement with science. As program director, Tracey works with the vice president of Science, Society & Culture to develop and execute funding strategy. He leads the division’s external communications and storytelling, including content development for the website, external media strategy, visual storytelling and more. Prior to joining the foundation, he worked at the American Association for Cancer Research, specifically on the Stand Up to Cancer initiative, where he managed grantee statistics and statistics reporting, and edited and produced website content. He holds a bachelor’s in English literature from the College of New Jersey. LinkedIn: https://www.linkedin.com/in/john-tracey-476b88213/ Website: https://www.simonsfoundation.org/ —————————————— Welcome to the Business Behind Fundraising podcast, where you’ll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor. Sherry Quam Taylor’s unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line. If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You’re in the right place!   #nonprofits #podcast

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