The CFO’s Case for Monthly Giving: How Recurring Donors Drive Long-Term Decision Making with Stephen Newland

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2M ago 19:59

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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.

Already have a monthly giving program? The Mini Monthly Giving Mastermind starts in January and is just for you.

Register now for the FREE Monthly Giving Summit on February 25-26th, the only virtual event where nonprofits unite to master monthly giving, attract committed believers, and fund the future with confidence.

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Chapters

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

2. Forecasts vs Budgets: The Gap (00:02:52)

3. Financial Curiosity and Storytelling (00:06:20)

4. Donor Honesty and Multi‑Year Gifts (00:10:45)

5. Recurring Revenue Shifts Decisions (00:13:46)

6. Ideal Mix: Reserves and Recurring (00:16:45)

7. Burnout, Payroll, and Stability (00:19:35)

221 episodes

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