Serving Clients Full Circle

Writings by Randall

When a Nonprofit Should Consider a Merger-- A Growing Sector Priority

Nonprofit mergers are no longer a theoretical discussion—they are a practical response to financial pressure, workforce strain, and shifting community needs. While often viewed as a last resort, a well-executed merger can strengthen mission impact, stabilize operations, and prevent the far greater disruption of sudden closure. The real risk isn’t exploring consolidation; it’s clinging to independence when structure no longer serves purpose. As the sector evolves, leaders who evaluate mergers honestly and early will be best positioned to protect both their mission and their communities.

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Preparing for Major Shifts in Corporate Giving

Corporate giving is entering a period of real disruption. New federal tax rules change the economics of corporate philanthropy, forcing many companies, especially mid-sized and local firms—to rethink how and where they give. For nonprofits, this is not a wait-and-see moment; it’s a call to diversify revenue, deepen corporate relationships, and clearly articulate impact. Organizations that adapt early will be better positioned to weather a more competitive and constrained giving environment.

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What Major Donors Are Thinking at the End of 2025 — and How Fundraisers Should Respond

Major donors aren’t pulling back at the end of 2025, they’re thinking more carefully. In a climate shaped by volatility and complexity, giving is no longer driven by habit or loyalty but by confidence in leadership, transparency, and long-term sustainability. Donors want flexibility, discretion, and evidence that their dollars will truly matter. For fundraisers, the challenge isn’t finding money, it’s earning trust in an era where trust has become philanthropy’s most valuable currency.

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When One Bad Actor Damages Us All and The Ripple Effect of Nonprofit Misconduct

Trust is the quiet engine that powers philanthropy and when it’s broken, the damage spreads far beyond a single organization. High-profile fundraising scandals don’t just expose bad actors; they cast doubt on every nonprofit that relies on donor generosity. Most donors don’t parse the details; they simply question whether giving is safe at all. In an era of heightened scrutiny, transparency and ethical stewardship are no longer optional, they are essential to the sector’s survival.

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Adversity—For Players and The Coach---And What It Can Mean for Growth

An early-season blowout loss taught my daughter’s basketball team a lesson that no easy win ever could. When two players chose to sit out rather than push through frustration, their teammates were left to carry the load—and they did, showing resilience, effort, and character. Youth sports aren’t about avoiding discomfort; they’re about learning how to face it without quitting. The hardest games, not the easiest ones, are where the most important lessons are learned.

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Why Student Election Chaos at Ohio State Has Lessons for Nonprofits

A chaotic student-government election in Ohio State offers an unexpected lesson in governance. What unraveled wasn’t just passion or politics, but vague rules and inconsistent enforcement that turned minor disagreements into full-scale conflict. For nonprofits, the parallel is clear: ambiguity in policies, agreements, and expectations invites mistrust and unnecessary disputes. Clarity isn’t bureaucracy, the foundation of trust and effective leadership.

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When Endowments Soar, So Should Impact---the Rethinking of Payouts in Times of Market Growth

Record market gains have boosted endowments to historic highs, offering unprecedented financial stability for foundations and nonprofits. Yet while assets rise, community needs—from food security to healthcare—are escalating even faster, widening the gap between resources and reality. Some foundations are responding by temporarily raising payout rates, recognizing that exceptional returns call for mission-aligned urgency. Long-term sustainability matters, but capital exists to create impact, and extraordinary times demand extraordinary generosity.

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Listening from the Street--Why Fundraisers Belong at the Strategy Table

Fundraising isn’t just about asking for money, it’s about translation. The best fundraisers act as interpreters between donors, communities, and mission, revealing how people perceive an organization’s work. When nonprofits treat fundraisers as strategic partners rather than order takers, they gain real-world intelligence that shapes messaging, programs, and long-term sustainability. The question isn’t simply, “Did they give?” but “What did we learn?”

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Dramatically Increase Dollars to Nonprofits WITHOUT Major Increases to Giving

Philanthropy can no longer afford to let trillions sit idle while communities face urgent challenges. A bipartisan proposal to raise foundation payout rates—and establish a minimum for DAFs—could unlock $20–35 billion in new annual funding for nonprofits. The math is simple, the moral case is strong, and the impact would be transformative. When both parties agree it's time to put capital to work, the sector should pay attention.

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The Risk of Reliance and Why Nonprofits Must Diversify Revenue Streams

Recent research shows that over half of federally funded nonprofits now face financial instability, highlighting the risks of relying too heavily on a single funding source. Nonprofits that concentrate revenue from one grant, donor, or sponsor are vulnerable to sudden cuts that can jeopardize programs, staff, and community impact. Revenue diversification, across individual giving, corporate partnerships, earned income, and planned gifts, reduces risk while creating opportunities for growth and innovation. For leadership and boards, making diversification a strategic priority is essential to building resilience and ensuring mission continuity.

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Stop Chasing Money—Start Telling Stories

Nonprofits often focus on immediate fundraising goals at the expense of the stories that truly inspire giving. Research and examples, like Brilliant Cities’ tenfold donor increase, show that compelling narratives foster emotional connection and long-term support. Storytelling transforms giving from a transaction into an experience, building trust and making impact tangible. For nonprofit leaders, the key question isn’t how to raise more money, it’s what stories are being told, and whether they resonate deeply enough to cultivate lasting donor relationships.

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The Rise of Certificates--From Afterthought to Legitimate Pathway

Higher education has evolved beyond degrees, with noncredit certificates emerging as focused, practical alternatives for professionals seeking targeted skills. While certificates offer flexibility and immediate applicability, their quality has varied widely, creating uncertainty for students, employers, and institutions. Accrediting these programs provides guardrails, ensuring rigor, accountability, and meaningful outcomes. Properly regulated, certificates complement traditional degrees and represent a promising pathway for lifelong learning and professional growth.

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New Tax Law Changes--What Nonprofit Leaders Need to Know (But Often Don’t)

The newly passed “One Big Beautiful Bill” (OBBBA) reshapes the landscape of charitable giving, yet many nonprofit leaders remain unaware of its full impact. While the universal charitable deduction for non-itemizers encourages small gifts, new limits on high-income and corporate deductions could dampen larger or more spontaneous donations. Provisions like taxes on large endowments and top nonprofit salaries further signal a shifting federal attitude toward philanthropy. Understanding these changes isn’t optional—nonprofit leaders must adapt now, or risk being left behind as donor behavior evolves.

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Donor Retention and the Trust Deficit

Trust isn’t a new topic in fundraising, but it remains the most overlooked driver of donor loyalty. Research shows that one in four donors stops giving because they don’t believe nonprofits are transparent—a loss entirely preventable with better communication and accountability. Trust grows when organizations thank donors quickly, connect giving to real impact, and stay honest about both successes and challenges. Building donor trust isn’t a side task, it’s the foundation of long-term sustainability and genuine partnership.

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The Power of Unreasonable Hospitality

A recent client discussion around Unreasonable Hospitality by Will Guidara turned into something bigger—a reflection on how excellence and empathy shape everything we do. The team connected deeply with two timeless lessons: Vince Lombardi’s pursuit of perfection that leads to excellence, and Maya Angelou’s truth that people remember how you make them feel. Together, they capture what leadership and philanthropy are really about—intentionality, care, and the courage to go beyond expectations. In the end, success isn’t measured by flawless execution, but by the lasting impression we leave on others.

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The Power of the Second Curve

The “second curve,” a concept from Charles Handy, reminds us that what drives early success rarely sustains future growth. True progress demands the courage to leave comfort behind, step into uncertainty, and relearn what it means to grow. Stability gives us the foundation—but discomfort is what creates transformation. The real mark of leadership isn’t mastering the first curve; it’s having the vision and bravery to leap to the second.

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Beyond Degree Lives the Value of Lifeline Learning

Formal education may build the foundation of our intellect, but true learning begins when curiosity takes over. Whether through podcasts like Clark Howard and Advisory Opinions, or simply pursuing new skills, lifelong learning keeps our minds active and our perspectives sharp. Research shows it even improves mental health, reduces loneliness, and lowers mortality risk—benefits as powerful as exercise or nutrition. Learning, then, isn’t just knowledge—it’s vitality, connection, and a choice to keep growing.

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You Never Really Know Who You Influence

The 1955 film Good Morning, Miss Dove reminds us of that influence often works quietly, through steady presence and integrity rather than grand gestures. Miss Dove didn’t seek to change the world, she simply did her work faithfully, yet her lessons echoed through generations of students whose lives she touched. Most of us underestimate how deeply our consistency and kindness can ripple through others’ lives, often without our knowing. The film’s true lesson is twofold: live intentionally and take time to thank those whose quiet influence helped shape who you’ve become.

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The Hidden Cost of Changing Your Contact Information

Our digital identities—email addresses, phone numbers, and card numbers—are quietly threaded through nearly every service we use until one change breaks them all. A $50 disputed charge taught me that swapping a card or losing a long-held alumni email isn’t a ten-minute task; it can cascade into hours of account updates, locked accounts, and missed alerts. Institutions ending lifetime .edu accounts and routine card replacements show why stability and careful planning matter more than convenience. Before you click “replace,” weigh the full disruption: sometimes the easy fix creates bigger problems than the original issue.

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Why Every Nonprofit Needs a Windfall Policy

When a nonprofit receives a large, unexpected, unrestricted gift, excitement can quickly turn to tension without a plan in place. A clear windfall policy transforms those moments from reactive debates into strategic opportunities—balancing today’s needs with tomorrow’s sustainability. By defining in advance how surprise funds will be split between immediate priorities and long-term reserves or endowment, organizations make disciplined decisions that build lasting strength. With a policy, every unexpected gift becomes more than a blessing—it becomes a legacy.

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