Leaders don’t just raise money—they build partnerships. In this episode, Master Certified Coach and longtime executive coach Patricia Rachel Schwartz shares her strengths-based, story-driven approach to building relationships that “pay off for everyone”—your team, donors, board, and the people you serve. We unpack her “360 Win” mindset, appreciative inquiry (AI), and the RBP spiral (Identify → Inform → Interest → Invite → Invest) so you can move from one-off asks to lasting alliances.

What you’ll learn

· What a 360° Win is—and how to map wins for every stakeholder

· The single peak experience question that deepens trust fast

· How to run strategy sessions that turn stories into next steps

· The RBP spiral: Identify, Inform, Interest, Invite, Invest (and the common mistakes at each stage)

· When to make the ask—and why “If you want money, ask for advice” works

· Why story culture beats slide decks for board, team, and donor engagement

Who this is for

Nonprofit executives, development leaders, board members, founders, and any leader who wants to turn fundraising and stakeholder engagement into durable partnerships.

Leadership Fundamentals Covered

Communicate with Clarity • Build Strong Relationships • Empower & Develop Others • Drive Change & Deliver Results

▶️ Watch on YouTube: https://youtu.be/x3XsaM8mdGc

▶️ Schedule a free discovery call: https://jonathanhankin.com/contact

▶️ Chapters:

00:00 Introduction to Change Agent Leadership
00:09 Meet Patricia Rachel Schwartz
03:40 The Concept of 360 Win
04:57 Understanding Stakeholders and Their Wins
10:30 Appreciative Inquiry in Leadership
21:26 The Five Eyes of Relationship Building
29:13 Starting with Appreciative Inquiry
29:28 Interview Techniques for Donors and Board Members
30:42 Legacy Investments and Planned Giving
31:37 Appreciative Inquiry in Board and Employee Onboarding
32:28 Creating a Story Culture
35:58 Implementing Strategy Sessions
38:31 Inspired Action and Evaluation
41:38 The Importance of Planned Giving
46:38 Practical Steps for Immediate Action
49:17 Final Thoughts and Advice

Resources & Links

• Patricia’s book: Your Nonprofits 360 Win: How to Build Relationships That Pay Off for Everyone

• Connect with Patricia — https://www.patriciaschwartz.com

About today’s guest

Patricia Rachel Schwartz has coached 350+ senior leaders across sectors (DreamWorks, Google/YouTube, Mayo Clinic, Circle K, U.S. Navy, and more). Her approach blends appreciative inquiry with strengths-based, story-driven change to help organizations grow through relationships.

About the host

I’m Jonathan Hankin, your Change Agent Coach. I help leaders communicate clearly, build healthy teams, and drive change that sticks. Subscribe for practical, no-fluff leadership tools you can use this week.

Call to Action

If this episode added value to your day, hit like and subscribe, and drop a comment—share your biggest takeaway or the best-experience question you’ll try this week.

Catch full episodes of video versions and other leadership videos on my YouTube Channel: https://www.youtube.com/@Jonathan-Hankin
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