What the Fundraising

Technology is rapidly reshaping how organizations create social impact, and AI is emerging as a powerful force for change. Naomi Morenzoni is Senior Vice President of Corporate Philanthropy and Employee Impact at Salesforce, where she leads corporate giving, employee volunteering, matching programs, and sustainability initiatives. With 14 years at Salesforce, Naomi brings a unique perspective on using business as a platform for community change. She also oversees initiatives such as the Salesforce Accelerator and the company's nature and sustainability fund, supporting innovative solutions and the transition toward a net-zero, nature-positive world. Today's conversation explores Salesforce's founding 1-1-1 philanthropic model, which combines equity, product, and employee time to support communities. Naomi discusses the AI for Impact Accelerator, which provides nonprofits with funding, technology, and expert support, along with real-world AI applications that help farmers, students, development teams, and fundraising professionals. She emphasizes that successful AI adoption begins with a clearly defined problem, reliable data, small-scale experimentation, and continuous development of AI fluency.  Naomi also explains why AI agents should be managed much like employees, with clear goals, documentation, regular feedback, and gradually increasing responsibility. Looking ahead, she calls for stronger collaboration among technology companies, nonprofits, and funders, with greater investment in operational AI and wraparound support to maximize social impact. In this episode, you will be able to:  Understand Salesforce's 1-1-1 philanthropic model. Explore AI applications for social impact. Identify the essentials of successful AI adoption. Build AI fluency through experimentation and learning. Understand how to manage AI agents effectively. Understand how funders and tech companies can enable AI adoption. Get all the resources from today’s episode here.  Support for this show is brought to you by Bay Business Group. Our friends at Bay Business Group really understand nonprofit accounting and financial management on so many levels. Focus on your mission while gaining complete clarity and confidence over your organization's finances. Partner with an employee-owned team built solely to support you, handling everything from bookkeeping and payroll to budgeting and fractional CFO guidance. Learn more at bay-biz.com/mallory. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: https://malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

Asking better questions and leaning into uncomfortable moments can help teams build real trust and connect deeply with donors! Kyle Buchmann, Senior Vice President at Wisconsin Foundation and Alumni Association, shares practical lessons from his long career in higher-education fundraising. He joined the Wisconsin Foundation and Alumni Association in 2012, moving up from leading the engineering development team to his current role as Senior Vice President. Drawing on his experience managing frontline fundraisers and leading large teams, Kyle explains how to guide people through big changes and train them to succeed. During the conversation, Kyle also discusses easy-to-use tools such as the "Ladder of Inference," which helps team members catch their own assumptions before making bad decisions. Moreover, he explains why fundraisers should focus on asking thoughtful questions instead of just memorizing donor data. Finally, Kyle covers practical communication tips such as using DISC personality tests to respect different thinking styles, clear up misunderstandings quickly, and keep everyone focused on a shared mission. In this episode, you will be able to:  Identify and interrupt implicit assumptions to make clearer, more objective organizational decisions. Frame insightful, open-ended questions for donor meetings rather than relying solely on lagging historical data. Guide teams productively through moments of change, discomfort, and uncertainty toward resolution. Apply tools like DISC profiling to adapt to neurodivergent styles and prevent workplace misunderstandings. Create a safe environment where team members can respectfully challenge each other's assumptions in real time. Engage donors by helping them author their own giving stories through active, non-judgmental listening. Get all the resources from today’s episode here.  Support for this show is brought to you by Bay Business Group. Our friends at Bay Business Group really understand nonprofit accounting and financial management on so many levels. Focus on your mission while gaining complete clarity and confidence over your organization's finances. Partner with an employee-owned team built solely to support you, handling everything from bookkeeping and payroll to budgeting and fractional CFO guidance. Learn more at bay-biz.com/mallory. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

When modern technology fails to solve an organization's friction, the root cause is rarely the software; it is the human systems behind it. This episode reframes digital transformation, proving that operational harmony relies far more on culture, mindset, and people than on shiny digital products. Meet Tim Lockie, who brings over 20 years of experience working inside and outside the nonprofit sector. As a human-centric tech and AI expert, Tim has spent his career helping organizations bridge the gap between technical infrastructure and human behavior.  Today's conversation dismantles common software marketing myths, pointing out how buying products without updating organizational habits leads to widespread adoption failure. Moreover, using an orchestra analogy, Tim explains that while individual tools act as instruments, organizations struggle with orchestration, often spending less than 3% of budgets on staff support compared to software. To fix this, he advocates appointing "first chairs," or dedicated leads, to guide teams from basic software support to true success. Finally, the discussion warns that AI will amplify existing organizational habits, making poorly run teams play bad music faster while noting that smaller teams can achieve paradigm shifts rapidly when they prioritize mindset over mechanics. In this episode, you will be able to:  Identify the Root Cause of Technology Failures Evaluate Common Tech Marketing Myths Formulate a Human-Centered Resource Strategy Implement the "First Chair" Operations Model Predict the Cultural Impact of AI Adoption Get all the resources from today’s episode here.  Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels. Stay aligned while working online with a seamless and secure payments experience for your donors and your team. Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

In this episode of What the Fundraising Podcast, What happens when we stop thinking about fundraising as simply asking for money and start thinking about it as relationship building, connection, and philanthropy? In this episode of What the Fundraising Podcast, Mallory Erickson talks with Jay E. Davenport, Vice President for Development and Alumni Relations at Penn State University, about building a culture where alumni engagement, fundraising, leadership, and philanthropy are deeply interconnected. Drawing from his 32-year career in higher education, Jay shares how his experience at VCU shaped his philosophy around “base building”, nurturing relationships with people at every level of the fundraising pyramid and creating meaningful opportunities for engagement before a financial gift is ever expected. Jay also shares how he approaches leadership and change management within an institution with deep history and tradition. Rather than abandoning what has worked, he believes in “innovating on behalf of tradition”, and finding ways to improve existing practices while honoring the institution's legacy. A major focus of the conversation is Jay’s 1,000-day planning framework, which translates a big organizational vision into clear priorities, responsibilities, and milestones. He explains how this approach gives teams clarity about where they are going, how their individual work contributes to the larger mission, and what needs to happen next. In this episode, you will be able to:  Understand why donor engagement should come before the financial ask. Think beyond major gifts and nurture lifelong relationships across the entire fundraising pyramid. Build more connected and integrated alumni and donor experiences. Lead organizational change while honoring institutional history and tradition. Use a 1,000-day plan to turn a big vision into actionable priorities. Create clarity around roles, responsibilities, and organizational priorities. Develop a culture where the entire team sees itself as part of fundraising. Prioritize relationship building as a leading indicator of fundraising success. Recognize and celebrate your team in ways that are meaningful to them. Shift from asking for money to connecting donor passion with institutional need. Get all the resources from today’s episode here.  Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels. Stay aligned while working online with a seamless and secure payments experience for your donors and your team. Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

Mallory Erickson and Cindy Wagman pull back the curtain on what it really looks like to build partnerships between coaches, consultants, and technology companies in the social impact space. Cindy Wagman is a nonprofit consultant, educator, and founder of the Nonprofit Fractionals Network. After years of working as an in-house fundraiser, Cindy began consulting in 2015 and later built a business focused on helping nonprofit professionals transition into fractional consulting while creating sustainable businesses without burnout. Originally recorded as a webinar, this conversation explores why tech companies want to partner with coaches and consultants, what you can gain from these relationships, and how to determine whether a partnership is actually aligned with your business and values. Mallory and Cindy share their own experiences navigating partnerships, sponsorships, speaking opportunities, referral revenue, webinars, and emerging AI partnerships. They also talk honestly about what makes these opportunities worthwhile, what can become a drain on your time, and how to protect your intellectual property when technology becomes part of your service delivery. Whether you're just starting to explore partnerships or you've already worked with technology companies, this episode will help you approach these relationships with more intention, discernment, and agency. In this episode, you will be able to: - Identify why technology companies partner with coaches and consultants and what they are ultimately hoping to gain from those relationships. - Evaluate potential partnerships based on your own business goals, values, audience, and desired outcomes. - Understand the different ways partnerships can support brand visibility, audience growth, revenue generation, and impact. - Approach speaking opportunities more strategically by thinking about lead capture, audience growth, and how to make the most of the opportunity. - Think critically about referral and affiliate partnerships, including transparency and disclosure around referral revenue. - Understand how AI is creating new opportunities for coaches and consultants to scale their impact while maintaining the human value of their work. - Ask better questions about intellectual property, privacy, data, and how your content is being used when partnering with technology companies. Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels. Stay aligned while working online with a seamless and secure payments experience for your donors and your team. Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.