The 1 Thing You Should Do This Summer: 4 Experts Share Their Top Advice for Summer Success

Tune in as Brooke brings together four nonprofit experts share invaluable advice for a summer success

Summer Success: In this episode, I bring together four nonprofit experts—Kel Haney, Jordana Merkin, Perry Radford, and Emily Taylor—who share invaluable advice to help you make the most of this summer. What you do in July, August, and September lays the foundation for the kind of year-end you’re going to have. From bringing joy to your team to setting up successful year-end fundraising, this episode is packed with actionable tips to help you and your nonprofit thrive.

What You’ll Learn:

  • How to implement summer hours to boost team morale
  • The importance of understanding your key supporters
  • Crafting a clear and compelling organizational message

Key Takeaways:

  1. Summer Hours: Perry Radford emphasizes the benefits of flexible summer hours to increase team joy and productivity.
  2. Engage Key Supporters: Emily Taylor suggests identifying and understanding the most critical people for your year-end success.
  3. Clear Messaging: Jordana Merkin highlights the importance of having a clear organizational message to connect with your audience.
  4. Donor Calls: Kel Haney advises making regular, gratitude-driven phone calls to donors to strengthen relationships.
  5. Continuous Improvement: All experts stress the importance of continuous engagement and improvement during the summer to set a solid foundation for year-end success.

Steps to Summer Success:

  1. Implement Summer Hours: Evaluate your team’s needs and decide on a flexible schedule that boosts morale without compromising work responsibilities.
  2. Identify Key Supporters: Determine who your most critical supporters are and engage with them to understand their perspectives and needs.
  3. Craft Your Big Picture Story: Develop a clear and compelling message that ties together your mission, impact, and values.
  4. Make Donor Calls: Dedicate time each week to call donors, thank them for their support, and share updates about your organization.
  5. Document and Plan: Keep detailed notes of your interactions and set a follow-up plan to ensure continuous engagement.

Resources Mentioned:

  1. Rad Philanthropy – Perry Radford’s organization that focuses on strategic philanthropy.
  2. Voice for Good – Jordana Merkin’s consultancy specializing in nonprofit messaging and communications.
  3. Kel Haney – Expert in building and retaining mid-level donor bases through effective fundraising asks.

Connect With Brooke:

Enhance your leadership journey by connecting with me. Let’s explore the paths to impactful leadership together:

If you enjoyed listening then please take a second to rate the show on iTunes. Every podcaster will tell you that iTunes reviews drive listeners to our shows so please let me know what you think and make sure you subscribe using your favorite podcast player. It means a lot to me and to the guests.

Rate, Review, & Follow on Apple Podcasts
This podcast is heaven-sent. Grateful!!”  <– If that sounds like you, please consider rating and reviewing my show! This helps me support more people — just like you — build and lead an organization that brings them joy. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode!
Also, if you haven’t done so already, I invite you to share the podcast with friends! You can share this link: