• NEWSLETTER
    • Schedule a Call
    The Charity CFO
    • Services
      • Bookkeeping
      • Accounting
      • Grant Management
      • Budgeting & Forecasting
      • Audit Assistance
      • System Migration & Tech Integration
      • Tax Preparation
    • Who We Serve
      • Human & Social Services
      • Education & Workforce Development
      • Youth & Community Development
      • Health & Human Services
      • Legal, Advocacy & Civil Rights
      • Religious & Faith-Based
      • Arts, Cultural & Environmental
      • Fundraising & Philanthropy
      • Animal Rights and Welfare
    • About
      • Our Team
      • Our Process
    • Resources
      • Blog
      • Podcast
      • Testimonials
      • Newsletter
    • Careers
    • Menu Menu

    Strategic Fundraising Doesn’t Start with the Ask—It Starts with the Plan

    File 29

    In a sector dominated by last-minute appeals and burnout-inducing gift cycles, Mandy Moody wants you to know there’s a better way. On this episode of A Modern Nonprofit Podcast, Mandy joins host Tosha Anderson to unpack her 4P Formula for fundraising and show nonprofit leaders how to build a strategy that actually scales—without burning out your team or ghosting your donors.

    You Don’t Have Time Not to Slow Down

    Mandy’s biggest breakthrough as an executive director didn’t come from chasing new donors. It came when she slowed down. By stepping out of the reactive day-to-day and asking the right questions, she developed the 4P Formula: Problem, Program, Plan, and Purposeful Investment. This approach not only transformed how she talked to donors—it helped her grow a nonprofit from $750K to $2M in revenue.

    The 4P Formula

    1. Problem — Don’t assume your donors understand the urgency of the problem you solve. Use clear, jargon-free language to connect emotionally and intellectually. Pro tip: Test your pitch with your closest donors to get real feedback.
    2. Program — Show how your work directly addresses the problem. Use proof of concept and data-driven stories to convey why your organization is uniquely positioned to deliver.
    3. Plan — Budget to your actual vision. That means fully funding your operations, your staff, and your growth—not just scraping by. Donors respect financial clarity. Mandy calls this CGV budgeting: Crisis, Growth, Visionary
    4. Purposeful Investment — This is the ask. But instead of guessing what a donor might want to give, you invite them to reflect and choose their best gift. When the first three P’s are strong, the ask becomes a natural next step.

    You Can’t Build Relationships If You’re Always Chasing the Next Gift

    Mandy challenges the traditional donor cycle mindset. Most organizations give equal weight to cultivation, solicitation, and stewardship. But in her model, cultivation and stewardship should be 70% of your effort. When you focus on building deep, meaningful relationships, the ask becomes less intimidating—for both you and your board.

    And stewardship isn’t optional. “Don’t ghost your donors,” Mandy says. A weekly Gratitude Power Hour helped her transform donor retention and stay grounded in purpose. If you want donors to keep coming back, make them feel like partners, not piggy banks.

    Where to Start? Start with the Problem

    Feeling overwhelmed? Mandy’s advice: take three deep breaths, be kind to yourself, and start by rewriting your problem statement. You can even use her ChatGPT-ready template to get unstuck.

    Clarity creates momentum. And momentum leads to funding that’s not just recurring, but scalable and sustaining.

    File 31

    👇 Get Mandy’s full fundraising framework here: https://helloodeo.com/4pformula

    Connect with Mandy Moody and learn more about ODEO Consulting

    https://www.helloodeo.com/

    File 30

    Ready to take the next step?

    If you’re looking to put these strategies into practice, our team of nonprofit experts is here to help. Contact us and let’s talk about how a fractional CFO can move your mission forward—starting with your finances.

    Follow Us Online

    Stay connected and get more exclusive content on:

    Website: https://www.thecharitycfo.com
    Instagram: @thecharitycfo
    Facebook: https://www.facebook.com/thecharitycfo
    LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc
    TikTok: @thecharitycfo
    Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y
    Apple Podcasts: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310

    📬 Join Our Newsletter

    https://go.thecharitycfo.com/l/995872/2025-02-24/6ldn1

    Share This Post

    • Share on Facebook
    • Share on X
    • Share on WhatsApp
    • Share on Pinterest
    • Share on LinkedIn
    • Share on Tumblr
    • Share on Vk
    • Share on Reddit
    • Share by Mail

    More Like This

    Why Donors Stop Giving (and How Nonprofits Can Improve Retention)

    1099 For Nonprofits

    1099 Best Practices for Your Nonprofit

    How To Fill Out W 9 For Nonprofit Organization

    How to Fill Out Form W-9 for a Nonprofit

    federal grants

    Federal Grants in 2026: Stabilization, Scrutiny, and Strategic Readiness

    Nonprofit data collection and evaluation strategy discussion on A Modern Nonprofit Podcast

    From Compliance to Clarity: How Nonprofits Can Finally Make Data Work for Them

    Philanthropy Nonprofit Leadership

    Rethinking Philanthropy: How Business Leaders Can Help Nonprofits Create Lasting Impact

    Nonprofit’s Guide To Reporting Net Assets Correctly

    A Nonprofit’s Guide to Reporting Net Assets Correctly

    Decision-Making in Nonprofits: Insights from a Data Expert

    accounting partner

    What to Look for in a Nonprofit Accounting Partner

    Previous Previous Previous Next Next Next
    Popular
    • What is Financial Oversight?
      Nonprofit Accounting Tips, Tools, & Tricks Your Organization...January 22, 2020 - 4:23 pm
    • nonprofit fundraising strategies
      Do Nonprofits Pay Taxes? This is What You Should KnowJanuary 22, 2020 - 4:31 pm
    • The Charity: 6 Common Tax Mistakes that Non-Profits Mak...January 22, 2020 - 4:55 pm
    • We’re Hiring!January 29, 2020 - 9:31 pm

    Categories

    • Accounting
    • Audits
    • CFO Responsibilities
    • CharityCFO
    • COVID-19 Response
    • Financial Leadership
    • Financial Maturity
    • Financial Operations
    • Fundraising
    • Grants
    • Investment
    • Leadership
    • Leadership Strategy
    • Miscellaneous
    • Nonprofit
    • Nonprofit Financial Reporting
    • Operations
    • Payroll
    • Reporting
    • Revenue Strategies
    • Strategic Leadership
    • Taxes
    • Team Contribution
    • Team News
    • Trending
    • Uncategorized
    Left Aligned Cfo Logo White
    Do Not Sell or Share My Personal Information

    Who We Are

    About Us

    Our Team

    Testimonials

    Careers

    Terms and Conditions

    How We Help

    Bookkeeping

    Accounting

    Grant Management

    Budgeting & Forecasting

    Audit Assistance

    System Migration & Tech Integration

    Tax Preparation

    Get in Touch

    1310 Papin Street, Suite 300

    St. Louis, MO 63103

    (314) 390-0220

    [email protected]

    Website by Abstrakt Marketing Group ©
      • Sitemap
      • Privacy Policy
      Link to: Build a Strong Leadership Team with Financial and Operational Accountability Link to: Build a Strong Leadership Team with Financial and Operational Accountability Build a Strong Leadership Team with Financial and Operational Accountabilit...File 6 Link to: Building a Grant Team That Works: The 6 Roles Every Nonprofit Needs Link to: Building a Grant Team That Works: The 6 Roles Every Nonprofit Needs File 37Building a Grant Team That Works: The 6 Roles Every Nonprofit Needs
      Scroll to top Scroll to top Scroll to top