Choosing the right investment advisor is one of the most important and least understood decisions nonprofit leaders face. In this episode of The Nonprofit Edge, host Chris Looney is joined by Michael Skillman, Partner and Senior Wealth Advisor at Beacon Pointe Advisors, to break down how nonprofits can lead a smart, confident investment counsel search without needing to be investment experts. Michael walks listeners through what to do before, during, and after an advisor search, with a focus on clarity, governance, and long-term mission protection rather than chasing short-term performance. This conversation is especially helpful for executive directors, CEOs, and senior nonprofit leaders with limited investment background who want to make sound decisions and avoid common pitfalls. Key Takeaways • Why most nonprofits react to investment searches instead of planning them • How to clarify the role investments play in supporting mission outcomes • The importance of defining success beyond just returns • Why governance and investment policy matter more than hiring a big-name firm • What questions to ask advisors and what red flags to avoid • What a healthy, long-term advisor relationship should look like 🎧 Listen to remember this simple truth: you do not need to be an investment professional to lead this process well.

Mergers & Acquisitions in the Nonprofit Sector: A Conversation with Tim Davis of Glick Davis & Associates In this episode of The Nonprofit Edge, host Chris Looney sits down with Tim Davis, President of Glick Davis & Associates, to explore one of the most misunderstood and transformative topics in nonprofit leadership: mergers and acquisitions. Tim draws on more than two decades of experience helping organizations navigate complex transitions with both strategy and humanity. Together, Chris and Tim unpack: Why mergers and alliances are becoming more common across the nonprofit landscape How leaders can tell the difference between a short-term financial fix and a true long-term strategy The human side of mergers—trust, culture, and communication What a well-run merger process really looks like, from early conversations to board approval and implementation How partnerships can preserve mission, protect staff, and expand community impact Whether you’re leading a nonprofit that’s thriving, struggling, or simply evolving, this episode will help you think differently about collaboration, sustainability, and the future of impact. 🎧 Subscribe to The Nonprofit Edge wherever you get your podcasts. 💡 If conversations like this help you lead better, connect with the community shaping the future of the sector at Fulcrum Nonprofit Leadership.

In this episode of The Nonprofit Edge, host Chris Looney sits down with Chad Paris, CEO and Creative Director of Parisleaf, to unpack one of the most misunderstood elements of major fundraising efforts: campaign communications.

Whether your organization is planning a billion-dollar university campaign, a hospital expansion, or a large-scale nonprofit initiative, how you tell your story matters. Chad shares how powerful communications can unify people around a common vision, inspire donor confidence, and transform campaigns from transactional to transformational.

Together, Chris and Chad explore:

• Why campaign communications are the heartbeat of a successful fundraising effort

• How to integrate communications early in campaign planning—ideally during readiness and feasibility studies

• The value of co-creation and collaboration between fundraising counsel and creative partners

• How to balance institutional and campaign branding for consistency and inspiration

• The power of authentic storytelling that connects the head and the heart

• Strategies to maintain momentum and keep communications fresh through long campaigns

• How AI and new tools are shaping the future of nonprofit storytelling

This is a must-listen for nonprofit leaders, fundraisers, and communicators preparing to launch or strengthen a major campaign.

🎧 Listen now to learn how to build alignment, spark emotion, and tell the story that will move your donors to act.