111: Real Relationships: Using Behavior Design to Improve Donor Relationship Management with Stephanie Weldy

As fundraisers and change-makers, we get immense purpose and value from our work. But how do we optimize that? How do we optimize our donor relationships so we can keep creating value for our organization? The key is creating the right habits! If you can create strong habits and get good at the skills that strengthen and grow your donor relationships, you’ll soon be seeing wins left and right.

Habits free us up to focus on the areas we need to grow, optimize, and see results in. This is where Stephanie Weldy shines. Stephanie Weldy, Chief of Staff at BJ Fogg, is an expert at the intersection of Behavior Design and Employee Well-Being.

In this episode, Stephanie talks about how to use behavior design and habit design to improve your donor relationship management. She emphasizes the power of small behavior changes in creating big changes in your organization.

You’ll learn tips, tricks, and advice on designing sustainable habits that will help you manage your time, prioritize your donor management tasks, and see real progress in your fundraising strategies. 

Ready to get out of the cycle of blaming and shaming yourself for low motivation? Ready to start designing consistent and reliable habits? Tune in to learn how!


Get all the resources from today’s episode here. 

A big shout out to our sponsor Instil, the holistic tool that reimagines nonprofit technology in ways that deepen community relationships and nonprofit processes to magnify impact. The platform’s advanced UX design and real-time analytics supercharge donors, increase volunteer engagement, and smooth donor management and operations across your entire organization.

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If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point