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Contenu fourni par Bright Spot and Rob Woods. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bright Spot and Rob Woods ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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NerdWallet's Smart Money Podcast


1 Estate Planning Made Simple and How to Handle Family Loans 32:09
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Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener’s question about paying a loan back to her parents. They explore how family loans and lending circles work, why it’s important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Fundraising Bright Spots
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Contenu fourni par Bright Spot and Rob Woods. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bright Spot and Rob Woods ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
A podcast for fundraisers who want ideas, examples and inspiration to help you raise more money for your charity or non-profit. Rob is an author and award-winning fundraising trainer. Each week he and his guests share examples of successful fundraising, as well as lots of practical tips to help you apply these techniques in your own job.
…
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181 episodes
Tout marquer comme (non) lu
Manage series 3579627
Contenu fourni par Bright Spot and Rob Woods. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bright Spot and Rob Woods ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
A podcast for fundraisers who want ideas, examples and inspiration to help you raise more money for your charity or non-profit. Rob is an author and award-winning fundraising trainer. Each week he and his guests share examples of successful fundraising, as well as lots of practical tips to help you apply these techniques in your own job.
…
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181 episodes
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Fundraising Bright Spots

1 184. Major Donor Fundraising - Success Secrets, with Debbie Johnson 33:48
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Major Donors can make a huge difference to fundraising income, but fundraising with High Net Worth people can also be really challenging. Debbie Johnson has been making wonderful progress in her fundraising. In the year she took part in Bright Spot’s Major Gifts Mastery programme, she increased major donor income for her wildlife charity by 200% compared to the previous year... and these wonderful results continue to flow. In this podcast she and Rob discuss several powerful distinctions from the training that have helped achieve this success, including: a powerful strategy she uses every day to improve relationships with donors; a technique that improves results when she meets supporters; being yourself; listening skills; and an insight that transformed one major gift from five figures to an amazing six figure value. We’d love to know what you think! And thank you so much for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 183. Growing Community Fundraising, with Punyapriya Singh 24:35
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Community fundraising is an invaluable income stream for many charities, both through income raised directly and all the value these relationships add in other fundraising areas. Punyapriya Singh is Senior Head of Supporter Engagement at Noah’s Ark Children’s Hospice, and was named Fundraiser of the Year in the CIOF National Fundraising Awards. In this conversation, she explains the approach which has helped her charity achieve fabulous growth in public fundraising income in recent years. In particular, she explains the importance of caring about and adding value to relationships with your supporters (rather than focusing primarily on money). She brings her ideas to life with examples of the stunning growth this thoughtful, relationship-first strategy has helped achieve, including a wonderful event for families, a golf day worth £100,000 and the success of their £12m capital appeal. We’d love to know what you think! And thank you so much for supporting our show by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 182. Fundraising with Trusts and Foundations – Success Secrets, with Atul Kumar 33:12
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Fundraising with trusts and foundations has become ever more competitive recently. What can you do to increase your success rate with these funders? Atul is a curious and shrewd fundraiser who has spent many years exploring how to grow fundraising income in this area. In this conversation Atul and Rob discuss several of his most effective strategies. It includes ways to find more funders who definitely care about your cause; what to call your project (spoiler, it makes an astonishing difference to results!) and strategies to leverage game-changing bids by sequencing them with smaller, easier ones. We’d love to know what you think! And thank you so much for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 181. Understanding Donors, with Amy Swart 30:51
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Most fundraisers know how crucial it is to build genuine relationships with people who care about your cause. But doing it in practice can be far from easy! Amy Swart is a very experienced relationship fundraiser and is Director of Fundraising and Communications at the suicide-prevention charity James’ Place. Building warm, two-way relationships with supporters, including major donors, trusts and foundations, is fundamental to the charity’s approach. This mindset has been a major factor in the wonderful growth they have achieved in recent years. In this conversation Amy shares her approach, with practical tips and encouragement for fundraisers and charity leaders determined to build excellent, long-term relationships with supporters. We’d love to know what you think! And thank you so much for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 180. Books To Inspire Fundraisers, with Rob Woods and Ben Swart 31:55
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There are plenty of really good books specifically about fundraising. We’ve also found it invaluable for fundraisers to read well-written books on related subjects. But which ones are worth your time? If you’re on the lookout for a good read and some different perspectives, we’ve created a Books that Inspire Fundraisers – The Super Six, which you can access with this link . And in this episode Bright Spot trainers Rob and Ben share the first three on our list. We explain why we love each book, and a bunch of ideas you can apply in your fundraising, even if you don’t have time to read the books. Among other things, this conversation includes: a fascinating insight about how to improve valuable skills more quickly; two ideas for inspiring supporters; and a little-known technique that increases your confidence in important meetings. We’d love to know what you think! And thank you so much for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 179. How to change what’s not working, with Craig Linton 34:53
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How to change what’s not working. Sometimes in fundraising, things aren’t working, you feel overwhelmed, and you don’t know where to start. The excellent book Reset by Dan Heath is all about how to turn things around when you feel stuck. In this podcast Rob talks to Craig about ways you can apply the Reset techniques to solve difficult fundraising problems. Heath suggests that in most difficult situations there is one crucial ‘leverage point’ – something that will potentially make the biggest difference. The key is to work out what this is and then stack far more of your resources on making progress here. As you make clear progress, your new momentum makes other things easier too. Craig and Rob share examples of this approach helping fundraising teams to solve important problems, including how one charity reduced the time it takes to send out thank you letters, from 3 weeks to just 2 days. We’d love to know what you think! And thank you so much for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 178. Growing your confidence to talk to supporters, with Ben Swart and Rob Woods 37:54
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Growing your confidence to talk to supporters makes a big difference. What’s the key to increasing High Value Fundraising Income for your charity? Build stronger relationships with people who care about your cause. There are many ways to do this, but even in this tech-savvy era, the most effective thing is to have actual conversations with those people! And a greatly under-used way to do that, is to call them on the phone. Obviously, it’s not always possible. But when it is, we’ve noticed that very successful fundraisers often call their supporters. Many people know this in theory but talk themselves out of doing it! Bright Spot trainers Ben Swart and Rob Woods share some practical things you can do to overcome your (understandable) concerns. And they share examples to boost your confidence so you can connect with your charities’ donors and partners. We’d love to know what you think! And thank you for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn.…
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Fundraising Bright Spots

1 177. David and Goliath - how to beat tough odds, with Rob Woods and Ben Swart 32:58
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How do you beat tough odds in fundraising? For many fundraisers, the odds are now tougher than ever. Whether it's because your cause is less popular, or your charity is small or less well-known… There are many reasons you may feel like an underdog. Interestingly, some charities do secure valuable gifts, partnerships and grants, in spite of big disadvantages. Clearly this fact does not make life fair or make fundraising easy. But it means that if we seek them, we can find valuable insights. Having studied dozens of examples, in this episode Rob reveals two strategies that successful ‘underdog charities’ use when they succeed against difficult odds. In discussion with fellow Bright Spot trainer Ben Swart, he uses examples to show how these techniques can help you slay your own fundraising dragons. We’d love to know what you think! And thank you for supporting our show by sharing it with colleagues or on social media. You can find us both on LinkedIn.…
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Fundraising Bright Spots

1 176. The power of your Why, with Cara Jean Petersen 35:53
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The power of your reason why can be immense. Charities often focus too much attention on how they help. They act and speak as though what they do is the most important and interesting thing. When you clarify and reconnect to the reason why your charity exists, it can be a fabulous catalyst for growth. You get new creativity and energy. When the South African non-profit Feenix did this in 2017, it unlocked a period of extraordinary growth. During the next five years up to 2022, fundraising income grew by 630%! Their impact was transformed. Cara Jean Peterson, CEO of Feenix, joins Rob on the podcast to tell the rollercoaster story of how they did it. She shares insights from this exciting journey. And she offers tips to help other charities that are determined to grow their impact. We’d love to know what you think about these ideas! Thank you for sharing our podcast, so it can help as many good causes as possible. Cara Jean and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 175. How to attract younger donors, with Lisa Greer 31:20
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How to attract younger donors is a valuable issue for a charity to solve. Younger supporters tend to see the world differently to older generations – as charities, how can we respond? For answers and encouragement Rob talks to philanthropist and best-selling author Lisa Greer. As a so-called ‘major donor’ Lisa has a valuable perspective on charity relationships with High Net Worth individuals. And one of the fascinating themes in her latest book The Essential Fundraiser’s Handbook is how charities can effectively raise funds with younger supporters. In the interview Lisa explains why the traditional approach to high value fundraising does not suit most supporters who are Millennial, Generation Z and younger. And she offers practical suggestions for what charities can do differently to improve fundraising results. We’d love to know what you think about these ideas! Thank you for sharing our podcast, so it can help as many good causes as possible. Lisa and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 174. We aced all three big pitches – here’s how, with Katie Hillitt 29:37
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‘We aced all three big pitches – here’s how.’ As most fundraisers are all too aware, pitching to funders is a complex and difficult process. In recent months, the UK charity Refuge created the chance to pitch for three corporate partnerships. For all three, the stakes were high. In fact, one of them is worth millions of pounds and will make a massive difference to their services protecting women and children from domestic abuse. All three pitches were successful. In this episode Rob Woods talks to Katie Hillitt, Head of Philanthropy at Refuge. She shares the approach that has proved so effective, with tips and encouragement to help other charities with their pitches. We’d love to know what you think about these ideas! Thank you for sharing the episode, so it helps as many charities as possible. Katie and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 173. High performance culture, with Charlotte Matier 36:25
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High performance culture is invaluable for charities seeking to make a bigger difference. What can we do to encourage an approach to fundraising that strengthens relationships and increases fundraising income? The High Value and Legacies fundraising department at Alzheimer’s Society has achieved impressive growth over the last 5 years. Rob talks to Charlotte Matier, Associate Director at the department to hear about the culture, processes and priorities that have helped achieve these results. In particular, she shares the three pillars they use to guide decision-making and ways of working. Using examples, Charlotte shares how her team strive to build firm foundations upon which successful fundraising can take place; to create exceptional experiences; and to maximise value for both supporters and the charity. We’d love to know what you think about these ideas! Thank you for sharing the episode, so it can help as many charities as possible. Charlotte and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 172. What do Great Fundraising Organisations do? with Alan Clayton 37:25
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What do Great Fundraising Organisations do, that is different to the rest? Relatively few charities and non-profits achieve impressive, sustained growth over several years. But a few do. And as a result, they are able to make a much bigger difference for the communities they serve. For more than ten years, Alan Clayton has carried out detailed research into what makes the difference. In this episode he and Rob discuss the valuable distinctions he has discovered. And Alan brings these ideas to life with lots of recent examples and he offers guidance for other charities determined to grow long-term fundraising income, with less stress. We’d love to know what you think about these ideas! Thank you for sharing the episode, so it can help as many charities as possible. Alan and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 171. Growing existing partnerships and winning new ones, with Charlie Richardson 27:07
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Growing existing partnerships and winning new ones – these are the two main ways to increase corporate fundraising income for a charity. But they are easier said than done. Since joining her charity in a newly created role focused on corporate partnerships, Charlie (Charlotte) Richardson has grown partnerships income in both ways. In this interview she shares the techniques she learned on the Corporate Partnerships Mastery programme that she’s used to deepen relationships and add value with her charities’ partners – this has led to an increase in income of £100,000 in the last year with one partner – as well as how she’s found and built brand new partnerships – one worth £50,000 - from scratch. We’d love to know what you think about these ideas! Thank you for sharing the episode, so it helps as many charities as possible. Charlie and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 170. Think and grow rich results! with Jhumar Johnson 34:03
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Thinking (more) is a powerful way to grow results. Of course, in our busy and ever more distracted world, it’s not always easy to find time to think. That said, we’ve noticed that fundraisers who are very effective and also resilient, usually find a way to deliberately build thinking time into their week. If this idea appeals, but you often struggle to do it in practice, this episode is for you. Jhumar Johnson is Chief of Staff to the Vice Chancellor at the Open University. Her demanding role includes that of Development Director, so she has a lot to get done. Five years ago, a mentor showed her the power of ‘think time’, and she’s found it a hugely valuable habit ever since. In the interview Jhumar explains why she finds it so helpful. She also shares practical tips for how other fundraisers and leaders can build more thinking time into their work. We’d love to know what you think about these ideas! Jhumar and Rob are both on LinkedIn.…
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Fundraising Bright Spots

1 169. The Fab Four! More Inspiring Listens, with Rob Woods and Ben Swart 31:23
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Looking for ideas or fundraising inspiration? Look no further than this special highlights episode. Rob is again joined by Bright Spot colleague and fellow fundraising trainer Ben Swart to talk about four episodes that proved especially popular and inspired us in 2024. Our discussion of fundraising strategies, tips and examples includes: how to take advantage of the opportunities and resources already available to you (many of them are currently hidden); how to smash silos and help your whole charity pull together towards the common goal; a fabulous stewardship technique that helped one small cancer charity achieve its most successful year for corporate fundraising ever; how to use LinkedIn differently, and become a magnet attracts funders to reach out to you instead of the other way around. If you’d like to get in touch or share this episode with other charities, thank you! You can find us both on Linked In.…
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Fundraising Bright Spots

1 168. Four Inspiring Listens, with Ben Swart and Rob Woods 33:03
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If you’d like practical lessons and some inspiring examples from our fundraising podcast in 2024, or you’d like tips on what to listen to next, we recorded this special episode for you! Rob is joined by Bright Spot colleague and fellow fundraising trainer Ben Swart for this round up of our podcasting year. They pull out highlights from some episodes they’ve found most inspiring to listen to, including: how to influence your colleagues, for example to support your fundraising project; how to attract more major donors (precious insights from a philanthropy advisor at a bank who has talked to and learned from more than 4000 High Net Worth individuals; insights from an ambitious, strategic partnership worth £2.3m); and tips for negotiating more effectively with (potential) partners, through a deeper understanding of your charities’ value to companies. If you’d like to get in touch or share this episode with other charities, thank you very much! We are both on Linked In.…
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1 167. How to defend philanthropy, with Dr Beth Breeze 36:41
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How do we defend philanthropy? There have always been criticisms of charity in general and philanthropy in particular. But in recent years it seems that this has become more widespread, and that this issue may be having a detrimental effect on donations at all levels. If we work for a charity, understanding the issues is valuable for our own confidence and for the sector as a whole. For help and encouragement, Rob was delighted to talk to Dr Beth Breeze, Director of the Centre of Philanthropy at the University of Kent. Beth has written an excellent book on this subject, In Defence of Philanthropy . In the interview Beth shares the three most common types of criticism she has found through her research, and she shares examples and her ideas for how we might respond to each one. We’d love to know what you think and your ideas on this subject. Beth and Rob are both on LinkedIn.…
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1 166. Building a transformational strategic partnership, with Megan Marsden and Natalie Wood 35:30
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Building a transformational strategic partnership is not easy. But this example shows it can be done. And the reward in furthering your mission is so great, for many charities it is absolutely worth aiming high and developing even stronger relationships with the very few partners who can make the biggest difference. In March 2024 Bowel Cancer UK launched a three-year partnership with Andrex, the UK’s leading toilet roll brand. This award-winning partnership is changing attitudes, as well as increasing awareness of the symptoms of the disease, on a huge scale. The partnership is worth an extra £2.3m to the charity. This is on top of its ongoing presence, which raises awareness of symptoms on toilet roll packaging in 10 million homes in the UK. In the show, Megan from Bowel Cancer UK and Natalie from Andrex share their perspectives on building an ambitious, win-win partnership whose positive effect is so much greater than either organisation could achieve on its own. And they share tips and encouragement for other organisations that want to create their own win-win strategic partnerships.…
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Fundraising Bright Spots

1 165. Pitching or presenting to a group - Part 2 with Rob Woods and Ben Swart 33:15
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Pitching or presenting to a group is a valuable skill in fundraising . Many people see the purpose of a presentation as sharing information . But we’ve found you get better results if you instead see it as a chance to persuade people to actually do something (or something different.) After your presentation, would you like your colleagues to actively support your fundraising project? Or perhaps you’d like the funder to share your proposal with fellow trustees… or for your audience to choose your charity as a partner. Whatever your presentation, in this, the second episode on influencing groups, Rob and Ben share a powerful technique for deciding what to include. With examples, they explain three ideas for improving your results when you present or pitch through more effective content. We’d love to know what you think! And thank you for supporting our show, e.g. by sharing it with colleagues or on LinkedIn.…
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Fundraising Bright Spots

1 164. Pitching or presenting to a group, with Rob Woods and Ben Swart 34:29
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Pitching or presenting to a group is not easy! It can feel stressful. In fact, many fundraisers dislike presenting so much they try to avoid it all together. And yet, after helping thousands of people to improve various skills that are useful in fundraising, Rob and Ben have found that everybody is able to become more skilful in this area. It is entirely learnable. And it’s certainly worth the effort, because being able to effectively share your ideas with a group is incredibly valuable. In speaking at dozens of conferences and training hundreds of fundraising teams, Rob and Ben have learned some things that make it easier! In this episode they share techniques to help anyone who wants to improve their confidence and skill at presenting to colleagues or funders. We’d love to know what you think! And thank you for supporting our show, e.g. by sharing it with colleagues or on LinkedIn.…
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Fundraising Bright Spots

1 163. Attracting and supporting content creators, with Tom Downie 33:26
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How do you attract and support content creators to help your charity? There are many thousands of people who create their own content and have a thousand followers or more. Many of them also care about good causes and would enjoy raising funds for charities that support those causes. This time Rob talks to Tom Downie of Tiltify. They discuss the content creator economy and the opportunities it represents for charities. Every year Tom sees how hundreds of charities operate in this fast-growing market. Tom shares both common mistakes and lots of insights from when charities make the most of these valuable opportunities. He shares examples, both of charities responding to influencers that approach you with their own ideas; and of campaigns organised by charities that successfully recruit many influencers to get involved. Thank you so much for supporting our show! Please share it on, and if you want to get in touch we are both on LinkedIn.…
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Fundraising Bright Spots

1 162. How to get the result you really want, with Rob Woods and Ben Swart 25:16
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How do you get the result you really want for your fundraising project or campaign? How can you increase your chances of achieving your outcome when things are not working? We all get stuck sometimes! When this happens, it pays to change our approach. To help you get ideas Rob and Ben share three stories of charities who solved very difficult problems by doing things differently. One was struggling to recruit volunteers…and took a risk which transformed their results. And when the citizens of a town were angry that a nazi march was due to take place through their streets, they responded creatively and had the last laugh. And to improve her odds of winning a competitive partnership with a restaurant, one shrewd fundraiser decided to do things differently…and won a valuable partnership for her charity, for life. Finally, Rob and Ben share three steps to help you be creative and brave in solving your own challenges. We’d love to know what you think! And thank you for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn and on X Ben is @benswart.…
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Fundraising Bright Spots

1 161. Starting a new project or side hustle, with Kenneth Foreman and James Wright 34:38
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Starting a new project or side hustle, and keeping it going, isn’t easy. Kenneth Foreman and James Wright are both busy fundraisers and in their spare time for the past seven years, they have created the excellent Do More Good podcast. In this episode Rob hears why and how they got started, ideas that have inspired them and lessons they’ve learned. They also offer advice and encouragement for anyone considering starting something new on top of their day job. Perhaps you’ve been daring yourself to blog or vlog, but you can’t quite get started. Or you want to create an intra-team initiative in your charity. Or you wonder about joining or starting anything else that serves the sector…Kenneth and James share what they’ve learned and encourage you to take the first step. Thank you so much for supporting our show! Please share it on, and if you want to get in touch we are all on LinkedIn.…
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Fundraising Bright Spots

1 160. How to convince corporate partners of your value, with Ben Swart and Rob Woods 41:34
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How do you convince companies that partnering with your charity is valuable to them too? Good corporate fundraisers have always known that the best charity partnerships are genuinely win/win. But not all companies understand this, which is a major reason they may be reluctant to consider a partnership, or to give more. How can you help them see it, and so be more open to the possibility? Ben Swart shares advice to help you be confident about the value of corporate partnerships and skillful in conveying it to companies. Ben and Rob a range of practical things you can do to improve your results when persuading companies to partner with your charity. We’d love to know what you think! And thank you for supporting our show, e.g. by sharing it with colleagues or on social media. We are both on LinkedIn and on X Ben is @benswart and Rob is @woods_rob.…
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Fundraising Bright Spots

1 159. Influencing your colleagues, with Paul McKenzie 37:04
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Many of the most difficult challenges for fundraisers involve influencing your colleagues. Whether it's persuading someone in another team to support your idea or getting your proposal signed off by your Chief Exec, it can feel like an uphill struggle. For practical ideas and plenty of encouragement, I was excited to talk to the always-inspiring Paul McKenzie. Paul is a very experienced fundraising leader, and he is convinced that we have far more power to positively influence people within our charity than we might think. Paul and Rob share examples and offer three practical things anyone can do to better connect, build strong cross-team relationships and make change happen. Thank you for supporting our show, for example, by sharing it with colleagues or on social media. We are both on LinkedIn and on X / Twitter Rob is @woods_rob and Paul is @scottallpaul.…
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Fundraising Bright Spots

1 158. Engage your community with a podcast, with Stephanie Fuller and Adam Zmith 33:44
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Aimé33:44
Have you ever thought about creating a podcast to engage your community? This time we look at an award-winning podcast, The Log Books, which has run for three successful seasons. Rob talks to Stephanie Fuller, CEO of Switchboard and Adam Zmith from Aunt Nell, who collaborated to create the show. We explore why and how they made it, how it helps the charity connect with its community, and other benefits the show has brought. Thank you for supporting our show, for example, by sharing it with colleagues or on social media. We are both on LinkedIn and on X / twitter Rob is @woods_rob and Adam is @AdamZmith.…
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Fundraising Bright Spots

1 157. What Major Donors Want, Tom Hall Part 2 22:42
22:42
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Aimé22:42
In our second interview with the experienced philanthropy advisor Tom Hall, we share a fundamental element that most wealthy philanthropists are looking for when deciding whether to make a major gift. Tom is Managing Director, Global Head of Social Impact and Philanthropy at UBS and over the last ten years he has had conversations with more than 4000 High Net Worth Individuals about their philanthropy. Through these conversations and in witnessing many transformational donations Tom has gained valuable insight into how they make decisions. In this, our second interview, Tom shares the second crucial element that philanthropists especially value in requests for funding from charities. And he shares various tips to help fundraisers improve this element of their proposition. Thank you for supporting our show, for example, by sharing it with your team or on social media. We are both on LinkedIn and on X / twitter Rob is @woods_rob.…
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Fundraising Bright Spots

1 156. Philanthropy advisor’s insight on how to attract major donors, with Tom Hall 27:56
27:56
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Aimé27:56
What do wealthy donors most prize when they weigh up whether to make a major investment in a charity? In 10 years as a philanthropy advisor at UBS bank, Tom Hall has had conversations about philanthropy with more than 4000 wealthy people, and he has witnessed a vast number of major gifts. This opportunity has given him precious insight into their psychology and the factors that have the biggest impact on their decisions. In this conversation Tom and Rob share which one element of your charities’ proposition is more important than all the rest, if you want to attract major donations at a transformational level. And Tom shares his tips for how charities can make use of this insight to increase income. We’d love to know what you think! And thank you for supporting our show, for example, by sharing it with colleagues or on social media. We are both on LinkedIn and on X / twitter Rob is @woods_rob.…
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Fundraising Bright Spots

1 155. Inspiring your corporate partners, with Chris Salt 29:20
29:20
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Aimé29:20
One of the best ways to grow fundraising income is to find ways to add value to relationships with supporters and partners. This makes sense in theory, but how do you do it in practice, and with consistency, especially if your resources are limited? Events can be very effective! Though many charities use them to raise funds directly, it is less common to regularly use events for stewardship and to inspire subsequent support or partnerships. In this episode Chris Salt describes the event strategy that his relatively small charity uses to inspire existing and potential corporate partners. The approach has helped fuel his charity’s best ever year of corporate fundraising results. To help you weigh up whether something similar could help your own fundraising, Chris shares how they do it and what they’ve learned. We’d love to know what you think! And thank you for supporting our show, for example, by sharing it with colleagues or on social media. We are both on LinkedIn and on X / twitter Rob is @woods_rob.…
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