A Legacy of Generosity

A Legacy of Generosity

By Leave a Legacy MN

Brought to you by Leave a Legacy MN, a committee of the Minnesota Gift Planning Association, the purpose of this podcast is provide professional development content for every fundraiser with special attention to planned and legacy giving. We do this by acting as a connector of expertise, people, and resources. Staff and volunteers will find this podcast to be a valuable professional development tool. Released twice a month, our interviews include people from small and large organizations, rural and metro, new to the field and seasoned experts... there's something here for everyone!
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The Sponsorship Playbook: How to Attract and Retain Corporate Partners with Mike Esposito

A Legacy of GenerosityMar 24, 2026
00:00
42:54
The Sponsorship Playbook: How to Attract and Retain Corporate Partners with Mike Esposito

The Sponsorship Playbook: How to Attract and Retain Corporate Partners with Mike Esposito

Corporate sponsorships can be a game-changer for nonprofit events — but only if you know how to pursue them strategically. In this episode, hosts Kristi Ackley of Growth By Design and Carl Newbanks of Initiative Foundation sit down with fundraising expert Mike Esposito of Mike Esposito Fundraising in Brooklyn, NY, to break down what it really takes to attract and retain corporate partners.

Mike brings years of hands-on experience to a topic that intimidates many nonprofits — combining practical strategy with a relationship-first philosophy that turns one-time sponsors into long-term partners.

✨ In this episode, you'll learn:

  • Why relationship building is the foundation of every successful sponsorship
  • How to use stakeholder mapping to identify your best prospects
  • What "sponsors travel in packs" means — and how to use it to your advantage
  • Why you should start outreach 9 to 12 months before your event
  • How to bundle multiple events into a single sponsorship conversation
  • The right way to structure sponsorship levels and recognition benefits
  • Why stewarding sponsors like donors leads to deeper, lasting partnerships
  • How to leverage LinkedIn and emerging tools to make warmer connections

🎧 Listen in for a conversation packed with actionable strategies that will leave you feeling confident — not overwhelmed — the next time you sit down to build your sponsorship ask.

Key Topics/Themes: Corporate sponsorships, relationship building, stakeholder mapping, sponsorship levels, donor stewardship, LinkedIn outreach, board engagement, event planning, nonprofit fundraising, partnership development

Resources:

Mar 24, 202642:54
More Than a Will: The Human Side of Estate Planning With Rachel Schromen

More Than a Will: The Human Side of Estate Planning With Rachel Schromen

Estate planning isn't just a legal task — it's one of the most meaningful acts of care you can take for the people (and animals) you love. In this episode, hosts Kristi Ackley and Ali Schneider sit down with Rachel Schromen, estate planning attorney and founder of Schromen Law in St. Paul, Minnesota, to demystify the process and make it feel a whole lot less scary. Rachel brings a refreshingly human approach to a field often seen as cold or intimidating — blending her legal expertise with training as an end-of-life doula and a deep belief that emotions belong in the room.

In this episode, you'll learn: 

  • Why making the appointment is the hardest — and most important — first step 
  • How emotional barriers keep people from planning, and how to move through them 
  • What to expect at your first estate planning meeting 
  • Why even a small estate deserves legal protection 
  • The difference between a healthcare directive, power of attorney, will, and trust — and when you need each 
  • Which life events should prompt a review of your estate plan 
  • How to incorporate charitable giving into your plan, regardless of estate size 
  • Why pet planning matters more than most people realize — and how to do it thoughtfully

🎧 Listen in for a conversation that will leave you feeling empowered, not overwhelmed — because the best gift you can leave behind is a plan that reflects exactly what you valued in life.

Key Topics/Themes: Estate planning, healthcare directives, power of attorney, charitable giving, pet planning, probate, life events and estate updates, end-of-life doula, compassionate legal practice, legacy planning

Mar 12, 202659:16
Built on Trust: The Heart of Fundraising

Built on Trust: The Heart of Fundraising

Fundraising isn’t just about dollars raised — it’s about trust earned. In this thoughtful conversation, host Kristi Ackley sits down with fundraising professionals Rebecca Lynn Peterson and Amy Allen to explore the relational heart of philanthropy. From their unexpected journeys into the field to the long-term strategy behind planned giving, they share practical wisdom for building meaningful donor connections that stand the test of time.


In this episode, you’ll learn:

  • Why fundraising careers often begin organically
  • How strong donor relationships are built on listening and shared values
  • Why trust is essential — especially in planned giving
  • How marketing supports fundraising by building awareness and credibility
  • Why patience and consistency matter more than quick wins
  • How every team member can serve as an ambassador for generosity
  • Why you don’t need a large budget to communicate impact effectively

🎧 Listen in for an encouraging reminder that fundraising is a marathon, not a sprint — and that generosity grows best in the soil of authentic relationships.


Key Topics/Themes: Relationship-based fundraising, donor trust, planned giving, nonprofit marketing, long-term stewardship, new fundraiser advice, generosity mindset

Feb 24, 202643:43
Wisdom from the Archives: Planning for a Successful Year

Wisdom from the Archives: Planning for a Successful Year

As the new year gets underway, we’re revisiting this timely conversation to help you pause, plan, and move forward with clarity. The insights here are as relevant now as ever for nonprofits looking to start the year strong.

Ready to start your year strong? Brenda Moore joins Mark Beenken and Carl Newbanks to share strategies for kicking off a successful fundraising year.

Inside this episode:

  • How to build a solid plan for legacy giving and fundraising success
  • Time-tested tips from over 30 years of experience in development
  • Maximizing the impact of your year through intentional planning

🎧 Press play to learn how to capture more of the current wealth transfer and set your nonprofit up for success.

Key Topics/Themes: Legacy giving, fundraising strategy, annual planning, nonprofit leadership, wealth transfer

Feb 10, 202630:37
The Great Wealth Transfer: What it Means for Rural Communities, with Ben Winchester and Janel Fredericksen

The Great Wealth Transfer: What it Means for Rural Communities, with Ben Winchester and Janel Fredericksen

The Great Wealth Transfer: What It Means for Rural Communities
with Ben Winchester and Janel Fredericksen

Over the next two decades, America will see the largest transfer of wealth in history—and rural communities stand to gain or lose more than many realize. In this timely conversation, hosts Camille Walz (West Central Initiative) and Kristi Ackley (Growth By Design) sit down with rural sociologist Ben Winchester and estate attorney Janel Fredericksen to break down what the Great Wealth Transfer really means for hometowns across Minnesota and beyond.

Inside this episode:
• What the Great Wealth Transfer actually looks like in rural communities—and why the narrative is more hopeful than you might think
• How nonprofits can position themselves as trusted partners in long-term giving
• The role of community foundations, local relationships, and “place attachment” in capturing generational wealth
• Practical steps for starting conversations about estate gifts (without feeling awkward)
• How to engage younger generations through storytelling, values-based giving, and authentic community connection
• Real-world strategies rural leaders can use to keep local wealth local

Whether you’re a nonprofit leader, community advocate, donor, or simply care about the future of small towns, this episode offers clear insights and actionable tools for ensuring rural places thrive for generations to come.

🎧 Listen now to learn how intentional relationships, strong nonprofits, and powerful stories can help communities make the most of this once-in-a-generation opportunity.

Key Themes: rural philanthropy, donor relationships, estate planning, community vitality, generational giving, local wealth retention

MN State Share: https://mnstateshare.org/

LAL Planned Giving Toolkit: https://leavealegacymn.org/downloads/planned-giving-launch-kit/

Transfer of Wealth Data: https://extension.umn.edu/community-development/transfer-wealth

Jan 13, 202637:08
Coaching for Good: Empowering Nonprofit Leaders

Coaching for Good: Empowering Nonprofit Leaders

Great leadership doesn’t just happen — it’s cultivated. In this inspiring conversation, host Ali Schneider talks with business coach and master trainer LuAnn Buechler, board president of The Coach Initiative, a nonprofit providing pro bono coaching to leaders across the humanitarian and nonprofit sector. Together, they unpack how coaching becomes a powerful catalyst for growth, clarity, and expanded impact.


In this episode, you’ll learn:

  • Why coaching is one of the most effective tools for nonprofit leaders

  • How clarity, accountability, and self-awareness strengthen teams

  • What The Coach Initiative is doing to support humanitarian leadership

  • Practical ways coaching can elevate your mission-driven work


🎧 Listen in to discover how investing in your leadership can transform the way you lead your team — and the communities you serve.

Key Topics/Themes: Leadership coaching, nonprofit capacity building, professional development, team effectiveness, humanitarian leadership, The Coach Initiative

Dec 09, 202530:30
Operation Wild Horse: Healing, Hope, and Horses, with Patti Gruber
Nov 11, 202543:29
Engaging Your Board in Fundraising Without the Struggle, with Hillary Frances
Oct 28, 202544:43
Fueling Change: Donors, Advocacy, and Community, with Kelsey Polcher

Fueling Change: Donors, Advocacy, and Community, with Kelsey Polcher

What happens when advocacy and generosity work hand-in-hand? In this powerful conversation, Ali Schneider from Animal Humane Society and Kelsey Polcher from Save the Boundary Waters explore how donors can become catalysts for real, lasting change.


In this episode, you’ll discover:

  • How fundraising and advocacy strengthen each other

  • The crucial role donors play in driving community transformation

  • Why generosity—when embraced collectively—can fuel movements

  • Real examples of advocacy work shaped by donor engagement

🎧 Tune in to see how everyday generosity can ignite extraordinary impact.

Key Topics/Themes: Advocacy in fundraising, donor engagement, community transformation, environmental advocacy, generosity as a movement


Oct 14, 202523:40
Donor-Advised Funds & Community-Driven Giving, with Chris Beach

Donor-Advised Funds & Community-Driven Giving, with Chris Beach

Donor-Advised Funds (DAFs) are shaping the future of philanthropy—but how can nonprofits and donors harness them more effectively? Hosts Camille Pearson Walz and Kristi Ackley sit down with Chris Beach of the Minneapolis Foundation for a dynamic look at where DAFs are heading and how they’re influencing modern giving.


In this episode, you’ll learn:

  • How DAFs are evolving and what that means for nonprofits

  • Strategies for building stronger relationships with donors who use DAFs

  • Ways community foundations deepen engagement and expand impact

  • Practical insights for donors wanting to give more intentionally

🎧 Press play to gain tools and insights that can elevate your giving—or your nonprofit’s strategy—starting today.

Key Topics/Themes: Donor-advised funds, modern philanthropy, donor relationships, community foundations, strategic giving

Sep 23, 202544:30
Women in Philanthropy & The Great Wealth Transfer, with Jennifer Vickerman Akaolisa

Women in Philanthropy & The Great Wealth Transfer, with Jennifer Vickerman Akaolisa

Women are shaping the future of giving at an unprecedented scale. Hosts Gay Gonnerman and Camille Pearson Walz talk with Jennifer Vickerman Akaolisa about how the great wealth transfer is elevating women’s influence—and what nonprofits need to understand to engage them meaningfully.


In this episode, you’ll explore:

  • How women approach legacy planning differently than men

  • The unique opportunities—and challenges—women face in financial decision-making

  • How to draw out a woman’s vision for impact and long-term legacy

  • The rise of giving circles and how they’re empowering future female philanthropists

🎧 Join the conversation to learn how women are reshaping philanthropy—and what that means for the future of giving.

Key Topics/Themes: Women in philanthropy, wealth transfer, legacy planning, donor engagement, giving circles, gender-informed fundraising strategies


Sep 09, 202538:36
The Heart of Generosity: How Smart Planning Fuels Giving, with Kyle Wesely

The Heart of Generosity: How Smart Planning Fuels Giving, with Kyle Wesely

Generosity grows when it’s planned with intention. In this episode, Kristi Ackley and CPA Kyle Wesely reveal how strategic tax and financial planning can transform charitable giving into a powerful tool for both donors and the causes they support.

You’ll discover:

  • Practical tax-wise strategies that maximize donor impact

  • How to align giving with personal values and long-term goals

  • Ways to strengthen donor relationships through thoughtful planning

🎧 Listen now to learn how smart financial planning can unlock generosity that lasts.

Key Topics/Themes: Charitable tax planning, maximizing donor impact, aligning giving with values, donor relationships

Nov 12, 202438:29
Fundraising Trends: What’s Shaping the Future? with Rebecca Petersen & Katrina Pierson

Fundraising Trends: What’s Shaping the Future? with Rebecca Petersen & Katrina Pierson

The future of fundraising is already unfolding — are you ready for it? Guest host Rebecca Lynn Petersen sits down with Katrina Pierson to explore the trends, skills, and strategies shaping tomorrow’s philanthropic landscape.

We explore:

  • Key trends reshaping fundraising today and tomorrow

  • Characteristics of successful fundraisers in a changing world

  • Why mindfulness and emotional intelligence matter in development work

🎧 Listen now to get ahead of the curve and prepare for the future of fundraising.

Key Topics/Themes: Fundraising trends, emotional intelligence, adaptability, future of philanthropy, leadership in development

Oct 22, 202448:04
The Long-Term Impact of Thoughtful Estate Planning, with Sherrie Beal of The Nature Conservancy

The Long-Term Impact of Thoughtful Estate Planning, with Sherrie Beal of The Nature Conservancy

Thoughtful planning today can shape legacies for generations to come. Host Ali Schneider talks with Sherrie Beal, a leader in one of the nation’s most established planned giving programs, about the art and impact of estate planning.

You’ll discover:

  • How to have deeper, more intentional conversations with donors

  • Practical ways to educate supporters about planned giving options

  • Strategies to foster long-term thinking and maximize fundraising impact

🎧 Listen now to learn how estate planning can strengthen donor relationships and create lasting change.

Key Topics/Themes: Estate planning, donor conversations, planned giving strategy, fostering legacy thinking

Aug 13, 202435:54
Giving Back to Your Hometown with Chris Haarstick

Giving Back to Your Hometown with Chris Haarstick

Your roots can inspire your greatest impact. In this conversation, Kristi Ackley talks with Chris Haarstick about how he started a community fund in his 20s to invest in the future of his northern Minnesota hometown.

You’ll discover:

  • The power of community giving and why it matters

  • How younger generations are actively shaping their legacies

  • Inspiring lessons from Chris’s journey as a hometown philanthropist

🎧 Listen now to see how giving back locally can spark a ripple effect of change.


Key Topics/Themes: Community giving, youth philanthropy, legacy mindset, hometown investment

Jul 23, 202440:23
Collaborating for Success with Dale Wright

Collaborating for Success with Dale Wright

Great leadership starts with the fundamentals. Host Gay Gonnerman sits down with Dale Wright, Associate Vice Chancellor for Advancement at the University of Illinois Urbana-Champaign, to explore his “Core Four” principles of leadership.

You’ll discover:

  • Dale’s Core Four: Attitude, Focus, Discipline, and Consistency

  • How collaboration drives stronger results across teams and organizations

  • Leadership lessons from two decades of fundraising success

🎧 Listen now to learn how consistent leadership and collaboration can transform your work.

Key Topics/Themes: Leadership principles, collaboration, fundraising management, team culture


About Our Guest:

Dale Wright is the Associate Vice Chancellor for Advancement at the University of Illinois Urbana-Champaign. Dale is an advancement executive with 20+ years of extensive experience in higher education and non profit fundraising with progressive responsibility in constituent involvement, leadership, management, and building and leading high performing teams.

He has a proven record of success in alumni affairs, program development and execution, securing and stewarding major and principal gifts, as well as multi-year comprehensive capital campaign experience, including three (3) $1B+ campaigns. As a skilled negotiator and collaborator, his ability to cultivate networks amongst a wide range of internal and external stakeholders to foster long-term relationships is unique.


He feels honored to work with remarkable benefactors, ambassadors, and volunteers to create deep and lasting impact.

Jul 09, 202444:44
Helping Clients Plan Their Legacies with Christy Boysen

Helping Clients Plan Their Legacies with Christy Boysen

What does it take to align values, finances, and impact? Host Ali Schneider sits down with Christy Boysen of Apex Legacy Consultants to explore innovative approaches to legacy planning that inspire both donors and fundraisers.

We cover:

  • How Apex Legacy guides clients through values-driven legacy planning

  • When fundraisers should connect donors with professional consultants

  • Practical tips for fundraisers to collaborate with consultants effectively

🎧 Listen now to learn how to help donors imagine — and realize — their lasting impact.

Key Topics/Themes: Legacy planning, donor values, planned giving tools, consulting collaboration

Link: https://www.linkedin.com/in/christy-coulter-boysen/

About our guest:

Christy Boysen, MA, CFRM, FCEP, owner and head Legacy Planning Consultant at Apex Legacy Consultants, specializes in planned giving strategy and helping donors imagine how they can align their values with their finances through legacy planning. She’s helped clients establish legacy planning programs that educate and capitalize on tax-efficient charitable tools: Qualified Charitable Distributions, Donor Advised Funds, Charitable Gift Annuities, Charitable Trusts, and more. Through this work, she's inspired donors to commit hundreds of millions of dollars to loved ones and their favorite causes.

She holds a Master of Arts in Higher Education, a Certificate in Fundraising Management through Indiana University Lilly Family School of Philanthropy, and is a Fellow in Charitable Estate Planning (FCEP). Her experience in planned giving, higher education, and strategic mindset make her an asset to any organization looking to drive meaningful change and create lasting impact.

Christy loves biking–she once even cycled across the country for charity–and leads historical food tours in her hometown and at a local winery. She lives in St. Paul, Minnesota, with her husband; their dog, Lucy; and 24 thriving houseplants.

May 28, 202432:44
Events As Stewardship Opportunities with Anne Rodenberg

Events As Stewardship Opportunities with Anne Rodenberg

Are you overlooking the true power of fundraising events? Host Kristi Ackley talks with Anne Rodenberg of Wilder Foundation about how events can be more than just fundraisers — they can be transformational stewardship opportunities.

You’ll discover:

  • How to integrate events into your broader donor strategy

  • Ways to connect events with major and planned gift conversations

  • Practical tips for building lasting donor relationships face-to-face

🎧 Listen now to reimagine your events as opportunities for deeper donor engagement.

Key Topics/Themes: Events strategy, donor stewardship, relationship building, planned giving integration

Mar 01, 202430:03
Legacy Episode: Starting a Planned Giving Program from Scratch
Feb 13, 202448:48
Creating & Expanding Planned Giving Program with Kelsey Tyler

Creating & Expanding Planned Giving Program with Kelsey Tyler

What does it look like to build a planned giving program from the ground up? Host Ali Schneider talks with Kelsey Tyler of Second Harvest Heartland about her journey from major gifts to planned giving.

You’ll discover:

  • The unique challenges of starting a planned giving program

  • Lessons from transitioning between major giving and legacy giving

  • Kelsey’s approach to cultivating stronger donor relationships

🎧 Listen now for insights on creating and expanding a successful planned giving program.

Key Topics/Themes: Planned giving launch, donor relationships, program growth, major giving transition

Jan 23, 202429:07
Fundraising with Partnership With Native Americans

Fundraising with Partnership With Native Americans

What does fundraising look like in diverse Native communities? Host Carl Newbanks speaks with Josh Arce and Joe Langenderfer from Partnership With Native Americans about their work strengthening self-sufficiency through philanthropy.

You’ll discover:

  • Modern approaches to fundraising that respect culture and tradition

  • Strategies for cultivating donor relationships for legacy gifts

  • Lessons in accountability and partnership from Native-led organizations

🎧 Listen now to explore how collaboration and cultural respect fuel meaningful fundraising.

Key Topics/Themes: Native American communities, donor relationships, cultural fundraising, legacy giving

Jan 09, 202437:04
Shifting Mindset to Get Big Results

Shifting Mindset to Get Big Results

Sometimes the hardest part of fundraising isn’t donors or dollars — it’s ourselves. Coach Tricia Schleper joins to unpack the limiting beliefs that quietly hold professionals back and how to break free.

✨ Inside this episode:

  • The mindset traps that keep you stuck in self-doubt

  • How reframing your thinking leads to stronger results

  • Confidence-building practices you can use right away

🎧 Listen now to discover how a shift in mindset can unlock your next big breakthrough.

Key Topics/Themes: Mindset, professional confidence, self-limiting beliefs, fundraising growth

Nov 14, 202337:09
Nightmare Stories of Bequests with Melissa Peacock

Nightmare Stories of Bequests with Melissa Peacock

Bequests can be a blessing — or a nightmare. Melissa Peacock of Animal Humane Society shares cautionary tales of gifts gone wrong and how to prevent donor intent from unraveling.

✨ Inside this episode:

  • Real stories of bequests that went sideways

  • Lessons every fundraiser should take to heart

  • How to protect donor wishes and your organization’s future

🎧 Press play for stories that are spooky, eye-opening, and full of wisdom.

Key Topics/Themes: Bequests, donor intent, planned giving pitfalls, lessons learned

Oct 24, 202327:05
Leveraging Chat AI for Efficient Donor Communications

Leveraging Chat AI for Efficient Donor Communications

Still spending hours at your desk writing emails? Fundraiser Sami Sheehan shows how AI can free you to spend more time with donors while still delivering authentic communication.

✨ Inside this episode:

  • How to write AI prompts that actually save time

  • Practical ways to use AI for both mass and 1:1 donor messaging

  • Why tech can support — not replace — human connection

🎧 Listen now to explore how AI can transform your communications workflow.

Key Topics/Themes: AI in fundraising, donor communication, efficiency, technology in philanthropy

Oct 10, 202336:08
Welcome Back! Season Four is Finally Here!

Welcome Back! Season Four is Finally Here!

Season Four kicks off with fresh voices and new energy! Guest host Scott Nelson and MGPA President Joe Thiegs share their journeys, what drives their work, and resources available to MGPA members.

✨ Inside this episode:

  • Why professional community matters in fundraising

  • Unique challenges rural nonprofits face — and how to support them

  • Resources and opportunities through MGPA

🎧 Press play to start the season with inspiration and connection.

Key Topics/Themes: MGPA resources, rural nonprofits, professional growth, planned giving

Sep 26, 202332:13
Career Transition & How Planned Giving Training Boosted Skills
May 30, 202322:28
Classic Episode: Segmenting Communications for Legacy Donors

Classic Episode: Segmenting Communications for Legacy Donors

Not all donors are the same — and your communications shouldn’t be either. In this encore episode, Steve Boland explains how segmentation turns legacy donor outreach into powerful, personal connection.

✨ Inside this episode:

  • Why segmentation is critical for planned giving

  • How to tailor messaging to resonate with legacy donors

  • Tips for cultivating donor relationships that open new doors

🎧 Press play to sharpen your legacy donor communication strategy.

Key Topics/Themes: Donor segmentation, legacy giving, donor cultivation, strategic communication

May 09, 202335:44
Beyond the Checkbook: How Trust-based Fundraising Builds Capacity

Beyond the Checkbook: How Trust-based Fundraising Builds Capacity

What if funders and nonprofits worked from a foundation of trust? Kim Snyder of Excelsior Bay Group reveals how trust-based fundraising strengthens organizations and communities far beyond the dollars given.

✨ Inside this episode:

  • Why trust is the missing link in many funding relationships

  • How to create partnerships that expand nonprofit capacity

  • Real-world lessons from rural Minnesota collaborations

🎧 Listen now to learn how building trust can transform your fundraising.

Key Topics/Themes: Trust-based philanthropy, nonprofit capacity building, equity, funder relationships

Apr 25, 202341:40
Leveling Up Your Squad: Professional Development Options

Leveling Up Your Squad: Professional Development Options

A strong development team doesn’t just raise money — it grows together. In this episode, Marie and Gay explore the professional development options that can spark growth for both individuals and teams.

✨ Inside this episode:

  • Practical resources to grow skills and confidence

  • How to strengthen team dynamics through shared learning

  • Tips for expanding your network and advancing your career

🎧 Press play to discover the tools that can take you — and your squad — to the next level.

Key Topics/Themes: Professional development, team growth, fundraising skills, networking

Apr 11, 202328:00
Deep Dive into Charitable Gift Annuities

Deep Dive into Charitable Gift Annuities

Charitable Gift Annuities can be a win-win — but only if you know how to use them well. Consultant Edie Adkins shares her expertise on this powerful giving tool and what nonprofits need to watch for.

✨ Inside this episode:

  • CGA basics explained in clear, simple language

  • The best prospects for this gift vehicle (and who isn’t a fit)

  • Key compliance updates every nonprofit should know

🎧 Press play to build confidence in offering CGAs as a tool for donor generosity.

Key Topics/Themes: Charitable Gift Annuities, donor prospects, compliance, planned giving strategies

Mar 28, 202350:13
Part 2 - Five Essentials to Sol Full Fundraising

Part 2 - Five Essentials to Sol Full Fundraising

If Part 1 left you curious, this conversation goes deeper. In part 2, Frances Roen returns to share all five essentials for fundraising that nourishes both community and the people doing the work.

✨ Inside this episode:

  • The complete roadmap for making fundraising energizing

  • How wellness practices ripple out to strengthen donor relationships

  • Practical shifts to make your team’s culture more life-giving

🎧 Listen now to discover how fundraising can become the bright spot in your day.

Key Topics/Themes: Fundraising wellness, sustainable practices, team culture, Sol Full Fundraising

Mar 21, 202335:03
Nine Steps to a Successful Fundraising Campaign
Mar 14, 202349:05
Fundraising Events Post-Covid

Fundraising Events Post-Covid

Events look different than they did just a few years ago — but they remain powerful touchpoints for donors. Aileen Rosa Sanchez shares how organizations are reimagining events that engage people far beyond the ballroom.

✨ Inside this episode:

  • What’s changed about fundraising events since Covid

  • Practical tips for boosting donor connection before, during, and after

  • A success story that shows how thoughtful design can pay off

🎧 Listen now to get inspired for your next event — and make it your most meaningful yet.

Key Topics/Themes: Fundraising events, post-Covid donor engagement, stewardship strategies, event innovation

Feb 28, 202326:14
SECURE 2.0: What You Need To Know

SECURE 2.0: What You Need To Know

The rules around IRA giving just changed — and so did your conversations with donors. Experts Craig Wruck and Dana Holt break down what the new SECURE 2.0 Act means and how you can use it to spark fresh generosity.

✨ Inside this episode:

  • The most important updates fundraisers need to understand

  • How to turn complex law into simple donor conversations

  • Opportunities to inspire giving in brand new ways

🎧 Press play to get up to speed — and ready to guide your donors with confidence.

Key Topics/Themes: SECURE 2.0 Act, IRA giving, fundraising law, donor strategy, legacy conversations

Feb 14, 202319:58
Leading & Coaching Development Teams

Leading & Coaching Development Teams

Behind every strong fundraising effort is a strong team — and strong leadership to guide it. Aileen Rosa Sanchez joins Gay and Kristi to talk about the art of building and coaching development teams that truly flourish.

✨ Inside this episode:

  • How transformational leaders recruit, train, and inspire

  • Practical ways to embed IDEA (inclusion, diversity, equity, access) into culture

  • Keys to reaching hard-to-reach communities with authenticity

🎧 Listen now for strategies to lead with equity, vision, and heart.

Key Topics/Themes: Leadership, development teams, transformational coaching, IDEA values, equity in philanthropy


About Our Guest:

⁠Aileen Rosa Sanchez⁠ is the Senior Director of Philanthropy at Lutheran Social Service of Minnesota and Children's Home. She is a strategy, equity and fund development leader. Aileen’s previous philanthropic portfolio includes Mayo Clinic, the Women’s Foundation of Minnesota, and various Twin Cities nonprofits, as well as political and foundation engagement. Aileen helped co-found the Latino Economic Development Center in Minnesota and also the New World School of the Arts Alumni Foundation in her hometown of Miami, Florida. She has also helped build diversity, equity, and inclusion initiatives at various institutions.

Link: Aileen Rosa Sanchez⁠

Jan 24, 202344:56
Five Essentials of Sol Full Fundraising - Part 1

Five Essentials of Sol Full Fundraising - Part 1

What if fundraising didn’t drain you, but actually gave you energy? Frances Roen believes it can. In this first conversation on “Sol Full Fundraising,” she shares the practices that help nonprofit teams thrive instead of burn out.

✨ Inside this episode:

  • The first steps to making fundraising feel joyful, not heavy

  • Why wellness is the secret ingredient in sustainable giving

  • A new way of thinking about how generosity flows through organizations

🎧 If you’ve ever felt weighed down by this work, press play to rediscover the joy at its heart.

Key Topics/Themes: Wellness in fundraising, team sustainability, Sol Full Fundraising, joy in development

Jan 10, 202317:58
Limiting Beliefs: What they are and how they affect Development Professionals

Limiting Beliefs: What they are and how they affect Development Professionals

What if the biggest barrier in your fundraising career isn’t strategy, confidence, or capacity— but the story you’re telling yourself?

In this episode, life coach Tricia Schleper helps us uncover the invisible beliefs that quietly hold development professionals back. These internal narratives shape how we communicate, lead, and pursue growth… often without us even realizing it. If you’ve ever felt stuck, stressed, or unsure why you can’t seem to break through to the next level, this conversation may be the shift you’ve been waiting for.

Inside this episode:

  • What limiting beliefs really are—and why they’re often hidden beneath the surface
  • How these beliefs sabotage our communication, growth, and confidence as fundraisers
  • Common limiting beliefs Tricia sees among nonprofit professionals
  • Practical ways to identify, challenge, and release the narratives that keep you playing small

🎧 Press play to start dismantling the beliefs that are holding you back—and unlock new levels of clarity, confidence, and impact.

Key Topics/Themes: Mindset, limiting beliefs, professional growth, overcoming fear, communication, personal development for fundraisers

Dec 20, 202230:02
Bridging a Recession with Planned Giving

Bridging a Recession with Planned Giving

What if economic uncertainty didn’t have to derail your fundraising—but actually opened the door to new opportunities?

In this episode, Jennifer Berges, Director of Philanthropy at EngenderHealth, shares what she’s learned navigating donor relationships through past recessions. She explains why planned and legacy giving become essential tools during downturns and how fundraisers can help donors support the missions they love in creative, sustainable ways.

Inside this episode:

  • What economic uncertainty really means for fund development teams
  • Why planned & legacy gifts are powerful stabilizers in tough seasons
  • Practical strategies Jennifer has used to keep organizations strong during recessions
  • How to guide donors toward meaningful long-term giving—even when finances feel tight

🎧 If you’re wondering how to fundraise confidently in a shifting economy, this conversation is full of wisdom, strategy, and steady reassurance.

Key Topics/Themes: Planned giving, recession fundraising, donor strategy, economic uncertainty, sustainability in developmentAbout Jennifer: Jennifer is responsible for developing and executing EngenderHealth’s individual giving strategy, including major gifts, planned giving, and family foundation gifts. She also oversees the philanthropy team and annual giving. Jennifer has more than 17 years of experience in fundraising, management, and leadership at higher education, public media, and arts organizations. Prior to joining EngenderHealth, she served as development director at the University of Minnesota Duluth. Jennifer holds a bachelor of arts in history and American culture studies from Washington University in St. Louis and a master of business administration from the University of South Florida.

Dec 06, 202235:09
Gratitude: The Joys of Donor Relations

Gratitude: The Joys of Donor Relations

Gratitude isn’t just a seasonal theme—it’s the heartbeat of donor relationships.

In this uplifting episode, two seasoned philanthropy leaders, Lynn Praska and Susan Hommes, reflect on what they’ve learned across more than six decades of combined donor relations experience. Their stories will remind you why this work matters—and how centering donor passion can transform your organization and your own sense of purpose.

Inside this episode:

  • What decades of donor relations experience reveal about gratitude and generosity
  • Real stories and lessons learned from the field
  • How to center donor passion in every interaction
  • Practical tips for creating meaningful, joyful donor engagement

🎧 If you need a dose of inspiration or a reminder of why donor relationships are a privilege, this episode will fill your cup.

Key Topics/Themes: Donor relations, stewardship, gratitude, relationship-building, donor engagement Guest bios:Lynn PraskaLynn joined the planned giving team at the University of Minnesota Foundation in 2009. She came to the Foundation from Hamline University where she had more than 17 years of planned and major gift development experience. Lynn is a member of the National Association of Charitable Gift Planners and the Minnesota Gift Planning Association. She served on the MGPA board from 2006 to 2011, and as chair in 2008. Lynn currently served on the Conference Committee and Communications Committee for MGPA. Susan HommesSusan joined the planned giving team at the University of Minnesota Foundation in 2007 and was recently named Senior Director of Planned Giving. She has over 30 years of development experience, having held positions with United Way, Catholic Charities of Minneapolis and St. Paul, and Community Action Council (360 Communities). Susan earned her B.A. from the College of St. Benedict and her M. A. in public administration and management from Hamline University. She is a member of the National Association of Charitable Gift Planners and the Minnesota Gift Planning Association, serving as chair in 2006. She currently served on the board and is past president of the West St. Paul/Mendota Heights Rotary Club and is an active volunteer with St. Pascal Baylon church and school. She lives in St. Paul with her husband Joe and son Peter. She enjoys hiking, bicycling, and wine!


Nov 22, 202254:08
Cryptocurrency 101

Cryptocurrency 101

Crypto, NFTs, and digital assets—buzzwords or fundraising opportunities?

In this accessible introduction to the world of digital currency, Dan⁠, ⁠Chase⁠, and ⁠Carl⁠ break down the basics: where cryptocurrency came from, how it works, and what fundraisers need to know about accepting crypto gifts. Whether you’re crypto-curious or crypto-cautious, this episode demystifies a fast-evolving landscape.

Inside this episode:

  • A simple intro to cryptocurrency and NFTs
  • How digital assets are being used today—and where they’re heading
  • Risks and considerations for nonprofits
  • Practical steps for preparing your organization to accept crypto gifts

🎧 If you’ve wondered what crypto means for fundraising, start here—no tech degree required.

Key Topics/Themes: Cryptocurrency, digital giving, nonprofit finance, NFTs, emerging fundraising toolsAbout Our Guests:

Dan Kramer is a financial strategist and investor in the St. Cloud area that helps clients nationwide with organizing and structuring their personal finances to gain more control of their money, recover losses to increase client's wealth.

Chase Larson is the Chief Lending Officer at St. Cloud Financial Credit Union and is a results driven leader with 15 years of experience in Finance, Credit and Banking.

Nov 08, 202249:01
How Knowing Your Own Story Can Maximize Your Fundraising

How Knowing Your Own Story Can Maximize Your Fundraising

What if the biggest barrier to your fundraising success is the story you’re telling yourself?

In this eye-opening episode, Ali⁠ & ⁠Kristi⁠ sit down with NLP Trainer, Author, and Speaker Betsy Pake to explore how our internal narratives shape the way we communicate with donors, pursue goals, and interpret money. Betsy reveals how understanding your own “unconscious programming” can unlock new levels of effectiveness, confidence, and connection.

Inside this episode:

  • How unconscious stories shape fundraising conversations and outcomes
  • Simple, practical steps to increase self-awareness and get “unstuck”
  • How to recognize patterns in yourself—and in your donors
  • Using donor “buying strategies” to build stronger, more aligned relationships

🎧 Tune in and discover how shifting your inner narrative can radically transform the way you show up in your fundraising work.

Key Topics/Themes: Mindset, NLP, donor psychology, internal narratives, communication, self-awareness for fundraisers



Betsy is a Master Mindset coach, board-certified trainer of NLP and Hypnotherapy and founder of The Alchemy institute. As a best-selling author, speaker, and host of the popular podcast, The Art of Living Big, Betsy creates opportunities to shift your mindset and change your life. You can find out more about her on her website: betsypake.com.

Oct 25, 202252:19
Nightmare Stories of Bequest (Classic)

Nightmare Stories of Bequest (Classic)

Every seasoned fundraiser has a story that keeps them up at night… But these are next-level.

In this classic episode, Carl Newbanks and Kristi Ackley sit down with Jim Dwyer and Nancy Brown to share real-life bequest stories that went sideways—sometimes in shocking, unforgettable ways. Beyond the scares, this episode is packed with wisdom about what to do (and what to avoid) when navigating donor intentions and estate gifts.

Inside this episode:

  • True “nightmare” bequest stories from the field
  • Lessons learned from decades of planned giving experience
  • How to prevent common (and uncommon!) bequest pitfalls
  • Why clear communication is everything when it comes to estate gifts

🎧 Press play for a mix of spooky storytelling and practical planned giving insight.

Key Topics/Themes: Planned giving, bequests, donor communication, risk management, real-world case examples

Oct 11, 202224:55
Getting your board engaged AND excited about fundraising

Getting your board engaged AND excited about fundraising

Imagine a board that doesn’t just support your fundraising… but is energized by it.

In this episode, Ali & Marie welcome consultant and co-host Kristi Ackley, who breaks down her most effective strategies for turning hesitant board members into confident fundraising partners. From identifying strengths to reducing fear, Kristi shares an empowering, strengths-based approach every organization can use.

Inside this episode:

  • Why board members resist fundraising—and how to overcome it
  • How to identify each member’s unique strengths and interests
  • Using Kay Sprinkel Grace’s AAA model to position members for success
  • Practical, confidence-building ways to increase board engagement

🎧 If you’re craving fresh ways to inspire your board, this episode is full of immediately usable ideas.

Key Topics/Themes: Board engagement, fundraising confidence, AAA model, board development, leadership

Sep 27, 202243:25
MN Nonprofits in Extraordinary Times: What happened and what's next?

MN Nonprofits in Extraordinary Times: What happened and what's next?

Minnesota’s nonprofit sector has weathered crisis after crisis—but what does the future hold?

In this powerful conversation, MCN Associate Director Kari Aanestad shares insights into how organizations are navigating ongoing challenges: COVID-19 recovery, shifts in charitable giving, racial equity efforts, economic pressures, and threats to democracy. Her perspective offers clarity, nuance, and hope during a time of constant change.

Inside this episode:

  • How Minnesota nonprofits have been impacted by major recent events
  • Promising trends, concerning shifts, and emerging needs
  • How organizations are adapting in real time
  • What nonprofit leaders should be watching in the years ahead

🎧 If you want a pulse on the state of Minnesota’s nonprofit landscape, this episode is essential listening.

Key Topics/Themes: Nonprofit sector trends, Minnesota nonprofits, equity, economic pressures, policy impacts

Sep 13, 202239:56
Leveraging Volunteers for Planned Giving Success

Leveraging Volunteers for Planned Giving Success

What if your strongest asset for planned giving… is your volunteers?

Co-hosts Carl & Kristi are joined by Wells Fargo Philanthropic Advisor Marie Ruzek, who shares how she successfully built three thriving volunteer planned giving committees. From committee structure to common pitfalls, Marie gives a clear roadmap for anyone ready to deepen their legacy giving efforts.

Inside this episode:

  • Why volunteers can be powerful ambassadors for planned giving
  • Six steps to building a high-impact volunteer committee
  • How to choose the right volunteers—and keep them engaged
  • Do’s and don’ts to ensure long-term success

🎧 Grab a notepad—this episode is packed with actionable, real-world guidance.

Key Topics/Themes: Planned giving, volunteer engagement, committee structure, donor cultivation, legacy giving

Aug 23, 202229:36
National Make a Will Month & More!

National Make a Will Month & More!

Only 33% of U.S. adults have a will—an enormous challenge and opportunity for nonprofits.

In this episode, Patrick Schmitt⁠ of ⁠FreeWill shares powerful estate planning data, generational trends, and fundraising insights. Learn how your organization can use Make a Will Month to spark legacy conversations, unlock long-term commitments, and steward younger generations of donors.

Inside this episode:

  • Key estate planning statistics every fundraiser should know
  • How nonprofits can leverage Make a Will Month
  • The rise of millennial wealth and what it means for legacy giving
  • Crypto giving trends and how to prepare for the future

🎧 If your organization wants more planned gifts, this episode is a goldmine of talking points.

Key Topics/Themes: Planned giving, estate planning, generational giving, crypto philanthropy, legacy commitments


This episode's co-hosts are Ali Schneider, Animal Humane Society and Kristi Ackley, Fair Winds Consulting. To learn more about FreeWill, visit their website: https://www.freewill.com/

Aug 09, 202232:49
Maximizing Impact through Time Management

Maximizing Impact through Time Management

What if better time management could transform not just your productivity—but your wellbeing?

Co-hosts Ali & Kristi sit down with Tammy Moore of Being Moore to explore practical time management strategies tailored to the unique demands of development work. This episode will help you reduce overwhelm, reclaim energy, and design a more sustainable rhythm for your work and life.

Inside this episode:

  • Why fundraisers face unique time management challenges
  • Tools and habits to reduce stress and increase focus
  • How to balance competing priorities without burning out
  • Strategies to create a work/life blend that actually works

🎧 If you’re ready to take control of your days instead of reacting to them, this episode will guide the way.

Key Topics/Themes: Productivity, time management, burnout prevention, work/life balance, development operationsAbout Our Guest

Tammy is the founder of Being Moore - a marketing and communications consultancy. She is a passionate storyteller, nonprofit supporter and fundraising messenger. Connect with her on LinkedIn: https://www.linkedin.com/in/tammymooremn/

Jun 28, 202254:24
Endowments, Big Swings & Legacy Giving

Endowments, Big Swings & Legacy Giving

Should donors invest in the long game through an endowment—or take a big swing now for immediate impact?

In this crossover episode with the Next in Nonprofits podcast, Carl⁠, ⁠Kristi⁠ & Steve dive into big-gift thinking. They explore how fundraisers can guide donors through meaningful, strategic decisions while balancing sustainability, community needs, and donor intent.

Inside this episode:

  • When (and why) endowments make sense
  • What “big swings” look like—and when they’re worth pursuing
  • How boards and fundraisers can navigate major-gift decision-making
  • Community-centric giving considerations

🎧 If you love big-picture fundraising strategy, this conversation will spark ideas for your next major donor conversation.

Key Topics/Themes: Endowments, major gifts, donor strategy, community-centric giving, big swings

Jun 14, 202245:14
Lessons from the Field: DEI in Rural MN

Lessons from the Field: DEI in Rural MN

DEI work looks different everywhere—and rural Minnesota has its own unique challenges and opportunities.

In this thoughtful conversation, Carl & Kristi speak with Don Hickman from the Initiative Foundation about decades of work in rural communities. Through stories and insights, Don shares how shared goals, patience, and local partnerships can open doors where resistance once stood.

Inside this episode:

  • What DEI work looks like in rural Minnesota
  • Lessons learned from years of community-based work
  • How funders and nonprofits can create meaningful change
  • Why shared goals can bridge cultural divides

🎧 This episode offers nuance, humility, and renewed encouragement for anyone working toward equity in challenging environments.

Key Topics/Themes: DEI, rural communities, community partnerships, nonprofit field insights

May 24, 202252:14
Fundraising Resilience: Facing Down the Big Quit

Fundraising Resilience: Facing Down the Big Quit

The Great Resignation hit nonprofits hard—so how do we retain talent, culture, and donor trust?

Co-hosts Gay & Mark welcome back Patrick Kirby to unpack the ripple effects of staffing shortages and turnover in the nonprofit sector. Together, they explore cultural solutions, practical strategies, and new mindsets that help teams stay grounded and motivated.

Inside this episode:

  • How the Big Quit is reshaping nonprofit workplaces
  • What fundraisers need most from their organizations right now
  • Strategies to build a culture people actually want to stay in
  • How talent retention impacts donors and fundraising results

🎧 If your organization is navigating staffing challenges, this episode will help you lead with clarity and compassion.

Key Topics/Themes: Staffing, retention, culture, resilience, nonprofit leadership

May 10, 202248:14