About this episode
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 forNonprofit executives, development leaders, board members, founders, and any leader who wants to turn fundraising and stakeholder engagement into durable partnerships. Leadership Fundamentals CoveredCommunicate 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 Leadership00:09 Meet Patricia Rachel Schwartz03:40 The Concept of 360 Win04:57 Understanding Stakeholders and Their Wins10:30 Appreciative Inquiry in Leadership21:26 The Five Eyes of Relationship Building29:13 Starting with Appreciative Inquiry29:28 Interview Techniques for Donors and Board Members30:42 Legacy Investments and Planned Giving31:37 Appreciative Inquiry in Board and Employee Onboarding32:28 Creating a Story Culture35:58 Implementing Strategy Sessions38:31 Inspired Action and Evaluation41:38 The Importance of Planned Giving46:38 Practical Steps for Immediate Action49:17 Final Thoughts and AdviceResources & Links• Patricia’s book: Your Nonprofits 360 Win: How to Build Relationships That Pay Off for Everyone • Connect with Patricia — https://www.patriciaschwartz.comAbout today’s guestPatricia Rachel Schwartz has coached 350+ senior leaders across sectors (DreamWorks, Google/YouTube, Mayo Clinic, Circle K, U.S. Navy, and more).Catch full episodes of video versions and other leadership videos on my YouTube Channel: https://www.youtube.com/@Jonathan-Han
