I am thrilled to welcome William Jarvis, Managing Director and Philanthropy Executive at Bank of America Private Bank, to the Lead with Heart podcast. In this episode, we unpack the 2025 Bank of America Study of Philanthropy—a fascinating deep dive into how affluent households are giving today, what motivates their generosity, and how nonprofits can respond strategically.

Bill brings decades of experience guiding families and institutions to align their values with their impact. Together, we explore why generosity remains strong despite fewer overall donors, how volunteering serves as a “gateway to giving,” why engaging the next generation of donors is crucial for the future of philanthropy, and more.

In this episode:

• 00:00:00 The State of Philanthropy
• 00:06:07 Why Generosity Endures
• 00:12:24 Engaging the Next Generation
• 00:17:26 Local Giving and Donor Trends
• 00:22:27 The Future of Nonprofits

The Lead with Heart Summit is not just another conference. It's a powerful, purpose-driven experience created specifically for nonprofit fundraisers who are feeling burned out, stretched thin, and in need of real, meaningful support. April, 2026.

2025 Bank of America Study of Philanthropy

E102: Rethinking Women’s Giving: Insights on Philanthropy, Data & Donor Engagement with Jacqueline Ackerman

CONNECT WITH WILLIAM

LinkedIn: William Jarvis

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I am thrilled to welcome Tracy Hoth, founder of Simply Squared Away and host of The Organized Coach Podcast, to Lead with Heart! Tracy brings over 17 years of experience transforming chaos into clarity. She specializes in helping leaders create practical systems that reduce overwhelm, boost focus, and make space for what matters most: your mission.

In this episode, we’re exploring the powerful link between mindset, organization, and leadership. Tracy shares her 5-step SPACE framework to declutter both your digital and physical workspaces, empowering nonprofit leaders to reclaim their time, improve efficiency, and lead with calm clarity.

If your Google Drive (or brain!) feels cluttered, this episode will help you breathe again and build systems that last.

In this episode:

• [02:41] The mindset blocks behind disorganization
• [05:33] How beliefs from childhood affect your ability to stay organized
• [08:17] Tracy’s five-step framework to simplify anything and reduce overwhelm
• [11:54] Why people struggle to let go and how to change that
• [18:04] Organizing for nonprofit growth and succession planning
• [23:35] The five-file digital system every organization can use
• [27:18] Habits to maintain long-term organization
• [28:59] The Organized Coach Podcast

The Lead with Heart Summit is not just another conference. It's a powerful, purpose-driven experience created specifically for nonprofit fundraisers who are feeling burned out, stretched thin, and in need of real, meaningful support. April, 2026.

15 Minute Declutter Challenge

Five Files Framework

CONNECT WITH TRACY

LinkedIn: Tracy Hoth

Instagram: @tracyhoth

Podcast: The Organized Coach Podcast

Website: https://simplysquaredaway.com/

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

Produced by Ideablossoms

I am so excited to welcome Dru Wischhover to the Lead with Heart Podcast. Over the past 20 years, Dru has founded three real estate companies — Inspired Title Group, Inspired Development Group, and Winspire LLC —  dedicated not just to business success, but to making an impact.

 With every closing, his companies give back: funding scholarships, supporting mental health awareness, and mentoring the next generation of leaders. Through his mission, the inspired way, Dru has built more than companies. He's built a culture that elevates clients, team members, and entire communities.

In today’s conversation, we explore how leaders can break the stigma of mental health in the workplace and why a healthy culture is the foundation for long-term success. If you’re a nonprofit or business leader ready to build happier, more supported teams and integrate mental wellness into your leadership style, this episode is a must-listen.

In this episode:

• [02:55] Building companies that give back
• [05:55] How early experiences in service shaped Dru’s lifelong commitment to philanthropy
• [09:48] Why culture is everything
• [16:13] Bringing mental health into the leadership conversation
• [20:19] How to create safe spaces for open dialogue at work
• [24:38] Simple ways to support your team’s mental health
• [27:36] The power of trust and flexibility in building resilient teams
• [31:49] Reframing mental health as a leadership responsibility

RESOURCES

The Lead with Heart Summit is not just another conference. It's a powerful, purpose-driven experience created specifically for nonprofit fundraisers who are feeling burned out, stretched thin, and in need of real, meaningful support. April, 2026.

E81:

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

Produced by Ideablossoms

I am so excited to welcome Dr. Jennifer Dall, a grief-informed neurodivergent specialist and founder of ADHD Holistically, to the Lead with Heart Podcast. This episode explores how understanding and embracing ADHD can actually help nonprofit professionals, and especially leaders, thrive.

Dr. Jen shares her personal story of being diagnosed with ADHD later in life, how grief reshaped her purpose, and what she’s learned about navigating overwhelm, focus, and emotional regulation. Together, we discuss how nonprofit leaders can use neurodivergent strengths to their advantage and create supportive, inclusive workplace cultures that help everyone shine.

In this episode:

• [03:15] Dr. Jennifer’s late-in-life ADHD diagnosis
• [06:03] How ADHD presents differently in women and why it’s often missed
• [10:10] Recognizing ADHD patterns
• [14:55] How to advocate for neurodivergence in the workplace without fear
• [20:21] The organizational benefits of supporting ADHD and neurodiversity
• [22:16] Why long-term coaching can overwhelm ADHD brains
• [24:44] Actionable tips for tackling everyday ADHD challenges
• [30:36] Lifestyle shifts for better focus and follow-through
• [32:05] One small mindset change that creates immediate impact

The Lead with Heart Summit is not just another conference. It's a powerful, purpose-driven experience created specifically for nonprofit fundraisers who are feeling burned out, stretched thin, and in need of real, meaningful support. April, 2026.

CONNECT WITH DR. JENNIFER

LinkedIn: Dr. Jennifer Dall

Instagram: @adhd.holistically

Website: https://adhdholistically.com/

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

Produced by Ideablossoms

I’m so excited to bring you this conversation with Bree Muehlbauer, an accomplished fundraiser, nonprofit leader, and senior director of philanthropy at Digital Health Strategies -  a healthcare-focused digital marketing and fundraising agency. Bree is a CFRE and inclusive philanthropy certificate holder who blends her technical fundraising expertise with a deep commitment to equity and inclusion—all while navigating motherhood and leadership.

In this episode, we explore the intersection of data-informed fundraising, inclusive philanthropy, and nonprofit leadership culture. Bree opens up about how becoming a mother transformed her perspective on leadership and the critical importance of creating supportive, flexible workplaces for parents and caregivers in the sector.

In this episode:

• [02:47] Bree's journey from educator to nonprofit fundraiser
• [04:31] What inclusive philanthropy really means
• [06:48] The risks of bias in data and AI for nonprofits
• [08:48] Becoming a data-informed fundraiser
• [12:23] How motherhood transforms leadership perspectives
• [14:44] Planning for maternity leave and reentry in nonprofits
• [18:27] Building a supportive workplace culture for mothers
• [23:14] Inclusivity and caregiver support in nonprofit work
• [25:41] Work-life balance, perfectionism, and urgency
• [29:03] Trust, flexibility, and building resilient nonprofit teams

E17: Empowering Nonprofits through Data Equity and Communication Strategies with Meenakshi Das

E26: How Employers Can Provide Psychological Safety And Support for Working Parents with Lacey Kempinski, CFRE & Founder of Balanced Good

CONNECT WITH BREE

LinkedIn: Bree Muehlbauer

Instagram: @breeheartskale

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms

I am thrilled to welcome Neil Ghosh to the Lead with Heart Podcast. Neil is the former CEO of SOS Children’s Village USA, Senior Advisor to the Ousri Family Foundation, and the author of Do More Good - a #1 new release praised by President Bill Clinton and featuring a foreword by the Dalai Lama.

Neil’s life’s work is centered on building bridges across divides with empathy, purpose, and action. In this episode, Neil shares how passion and compassion work together, why nonprofits must commit to listening and effective governance, and how we can all take daily actions—large or small—to create unity in a divided world.

In this episode:

• [03:08] Lessons from the private, public, and nonprofit sectors
• [04:36] The difference between passion and compassion and why you need both
• [10:00] Passion, purpose, and action
• [13:46] Leadership lessons from Malala and the Dalai Lama on courage and compassion
• [17:50] Why nonprofit governance and transparency matter more than ever
• [23:50] How to vet ethical and transparent nonprofits as a donor
• [29:02] Why unity doesn’t mean uniformity and how empathy sustains democracy
• [35:17] Combating loneliness in leadership through action and community

Do More Good: Inspiring Lessons from Extraordinary People by Neil Ghosh

Charity Vetting Tools: Charity Navigator, GuideStar, CharityWatch

CONNECT WITH NEIL

LinkedIn: Neil Ghosh

Instagram: @neilghoshauthor

Website: https://www.neilghosh.org/

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

Produced by Ideablossoms

I am so excited to introduce you to Frank Velásquez Jr., a storyteller, social justice leader, and founder of 4 Da Hood. Frank is passionate about equity, authenticity, and helping leaders of color rise into their power with unapologetic joy.

In this conversation, we explore how storytelling can double nonprofit funding, why creating restorative circles fosters trust and authentic connection, and how leaders can bridge divides in today’s divisive climate. Frank also shares the inspiration behind his Ascending Leaders in Color program, his vision for equity-driven leadership, and his belief in healing separately to lead collectively.

In this episode:

• [03:24] The birth of 4 Da Hood
• [05:36] The power of storytelling to increase nonprofit funding
• [07:20] Why the Ascending Leaders in Color program was created
• [11:17] Circle agreements and creating brave spaces
• [16:17] The restorative circle model and its role in leadership
• [20:18] Navigating tough conversations around race, gender, and opportunity
• [26:44] Carrying authenticity into the real world
• [30:30] Advocating for pay equity as nonprofit leaders of color
• [35:47] Regaining joy in your life as a leader
• [38:21] Frank’s vision for 4 Da Hood

CONNECT WITH FRANK

LinkedIn: Frank Velásquez Jr.

Instagram: @4dahoodllc

Website: https://4dahood.com/

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

Produced by Ideablossoms

I am so excited to welcome Chris Wong to the Lead with Heart Podcast. Chris is a licensed therapist, executive coach, and host of The Art and Science of Difficult Conversations podcast. With over 15 years of experience in the nonprofit and health sectors, Chris specializes in helping purpose-driven leaders navigate difficult transitions, rebuild trust, and lead culture change that actually lasts.

In this episode, we dive deep into the art of mastering hard conversations, the psychology behind conflict, and how nonprofit leaders can strengthen trust and resilience in their teams. Chris shares practical strategies for bridging generational differences, navigating hybrid workplaces, and leading with clarity when the stakes are high.

In this episode:

• [05:05] Nonprofit leadership challenges: scarcity mindset
• [07:07] Bridging generational differences in nonprofit leadership
• [09:36] Why leaders avoid hard conversations and how to reframe conflict
• [14:14] Building trust in nonprofit teams and organizations
• [18:12] Cultivating relationships in hybrid nonprofit environments
• [20:58] A framework for approaching difficult conversations
• [27:55] Preparing nonprofits for crisis conversations
• [33:22] Addressing gossip during organizational change
• [34:21] Insights from Chris’s own podcast on difficult conversations
• [36:53] Advice for anyone about to have a difficult conversation

E7: Focusing on Emotional Connection to Boost Performance in Your Organization with Lola Gershfeld

CONNECT WITH CHRIS

LinkedIn: Chris Wong

Podcast: The Art and Science of Difficult Conversations

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

Trusted by 80,000+ organizations in 90+ countries, Donorbox offers easy fundraising tools to help you raise more. From fast donation forms to crowdfunding, events, and Donorbox Live™ Kiosk, grow your impact with donorbox.org

Dr. Lola Gershfeld’s EmC Masterclass helps you boost communication skills to raise more revenue. Trusted by top universities and global organizations. Use code LEADWITHHEART for 10% off.

CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com

Produced by Ideablossoms