Episode Title: Gift Planning vs. Planned Giving: Shifting from Transactions to Transformations with Dave Smith of Heaton Smith Group In this episode of The Nonprofit Edge, host Chris Looney sits down with Dave Smith, President and CEO of the Heaton Smith Group, to unpack the critical difference between planned gifts and gift planning. While many organizations focus on securing specific instruments like bequests or trusts, Dave explains why the real opportunity lies in gift planning—a donor-centered process that aligns philanthropic intent with financial and estate goals. Listeners will learn how to move beyond transactional fundraising to build deeper, values-driven relationships that result in more meaningful and sustainable support. Dave shares practical strategies for starting the conversation, integrating planned giving into your overall development approach, and cultivating legacy donors who give with both purpose and confidence. If your nonprofit wants to strengthen long-term donor relationships and unlock transformational gifts, this episode offers insights you can immediately apply.

In this episode of The Nonprofit Edge, I’m joined by Neil Shah, Founder of Altruva.ai and a seasoned nonprofit CFO who has partnered with more than 100 organizations across the sector. Neil blends deep financial expertise with a forward-thinking approach to technology—helping nonprofits harness AI to make smarter financial decisions, improve efficiency, and stay mission-focused in a rapidly changing world. 💡 In this episode, Neil shares: ✅ Where to start with AI in your finance function ✅ Common pitfalls to avoid ✅ How CEOs can prepare their teams for an AI-driven future ✅ Why leadership mindset and culture matter more than ever If you’ve been wondering what AI really means for nonprofit finance, this conversation will give you a clear, practical roadmap. 🎧 Tune in for “AI and the Future of Nonprofit Finance: What Every CEO Needs to Know” #NonprofitLeadership #Finance #ArtificialIntelligence #Innovation #NonprofitEdgePodcast #FulcrumLeadership

Today on the Nonprofit Edge Podcast, we welcome Jeffrey R. Wilcox, CEO of Third Sector Company and Founder of the Interim Executives Academy. Jeffrey is a nationally recognized expert in nonprofit leadership transitions and the art of interim executive management. Through his work, he has guided countless organizations through critical periods of change, helping them not only bridge leadership gaps but also emerge stronger and more strategically aligned. His insights into interim leadership, governance, and development management have shaped the field and inspired leaders across the sector. This conversation is a master class on why and when organizations need interim leadership, what makes a leader successful in that role, and why it's important to consider interim leadership at the appropriate moments to move a nonprofit forward in new and exciting ways.

Welcome to The Nonprofit Edge: A Podcast to Promote Purpose in Practice. Each week The Nonprofit Edge features an extraordinary individual that provides valuable and impactful services, helping to transform the capabilities of their nonprofit clients. Join us as we explore a variety of topics, all vital to the success of nonprofit organizations. Learn and grow from the experience and expertise of our featured guests. Today on The Nonprofit Edge Podcast, we’re joined by Jeff Kliewer, founder of Viewspark—a platform helping nonprofits engage with their donors and supporters in more meaningful, personalized, and lasting ways. Jeff brings years of experience at the intersection of technology and philanthropy, and he’s passionate about equipping nonprofits with the right tools to deepen relationships, spark authentic engagement, and ultimately drive more impact. His work with Viewspark focuses on reimagining how organizations move beyond transactions and into truly transformative donor relationships. Fulcrum Nonprofit Leadership, the producer of this webinar series, exists to raise up the most effective nonprofit leaders and we invite you to learn more by visiting us on the web at www.fulcrumleader.com.

Welcome to The Nonprofit Edge: A Podcast to Promote Purpose in Practice. Each week The Nonprofit Edge features an extraordinary individual that provides valuable and impactful services, helping to transform the capabilities of their nonprofit clients. Join us as we explore a variety of topics, all vital to the success of nonprofit organizations. Learn and grow from the experience and expertise of our featured guests. This week The Nonprofit Edge features Nathan Chappell, a leading expert in AI and philanthropy, for a discussion about how AI can help nonprofit leaders achieve greater heights in their leadership. Fulcrum Nonprofit Leadership, the producer of this webinar series, exists to raise up the most effective nonprofit leaders and we invite you to learn more by visiting us on the web at www.fulcrumleader.com.

Welcome to The Nonprofit Edge: A Podcast to Promote Purpose in Practice. Each week The Nonprofit Edge features an extraordinary individual that provides valuable and impactful services, helping to transform the capabilities of their nonprofit clients. Join us as we explore a variety of topics, all vital to the success of nonprofit organizations. Learn and grow from the experience and expertise of our featured guests. This week The Nonprofit Edge features Sarah Agee, President of Sterling Search, Inc. The discussion provides an overview of the top 10 best practices for Nonprofit Executive Search. Whether you choose to work with an executive search firm or plan to hire talent on your own, you won't want to miss this conversation. Fulcrum Nonprofit Leadership, the producer of this webinar series, exists to raise up the most effective nonprofit leaders and we invite you to learn more by visiting us on the web at www.fulcrumleader.com.