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What does recurring giving look like through a CFO’s eyes, vs. relying on grants and one-time gifts? It isn’t just good for cash flow – it’s the foundation for smarter, calmer leadership.
Fractional CFO Stephen Newland is here to make the financial case for monthly giving. With over 15 years of experience guiding nonprofits, startups, and Fortune 500s, he breaks down how recurring gifts build stability, reduce burnout, and give leaders the space to think beyond survival mode.
Stephen shares why forecasting is the single most underutilized financial tool in the sector, and walks through a simple, must-try exercise: take 50% of your year-end gifts and spread them evenly across 12 months. You’ll see your bank balance (and your confidence!) climb instantly.
If you’ve ever wondered what percentage of your nonprofit’s budget should be recurring, how to reduce decision fatigue, or when to bring in a fractional CFO, you’ll find clear and actionable insights you can start applying today.

Resources & Links

Connect with Stephen on LinkedIn and learn more about MoneyPath, Stephen’s fractional CFO services for nonprofits.

This show is brought to you by GivingTuesday! GivingTuesday is a global generosity movement that started in 2012 with a simple idea: a day to do good.

This year, on Tuesday, December 2, 2025, join the conversation: share your favorite nonprofit’s campaign, volunteer for a cause you care about, share an act of kindness, or encourage your audience to do the same.

Use #GivingTuesday, tag @GivingTuesday, and visit GivingTuesday.org/Participate to get involved and inspire others!

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  • Send a DM on Instagram or LinkedIn and let us know what you think of the show!
  • My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.
  • Want to book Dana as a speaker for your event? Click here!
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Chapters

1. Why a CFO’s Lens Matters (00:00:00)

2. Forecasts vs Budgets: The Gap (00:04:07)

3. Financial Curiosity and Storytelling (00:07:35)

4. Donor Honesty and Multi‑Year Gifts (00:12:00)

5. Recurring Revenue Shifts Decisions (00:15:01)

6. Ideal Mix: Reserves and Recurring (00:18:00)

7. Burnout, Payroll, and Stability (00:20:50)

209 episodes