Board Governance

    Originally published in Philanthropy Journal For nonprofits, an engaged board is crucial for effective governance, fundraising and mission alignment. Despite its’ importance, this year’s Green Hasson Janks Nonprofit Survey and Whitepaper, which annually interviews nonprofit leaders from the LA [...]

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      Nonprofit Boards and Risk

      Originally published in Philanthropy News Digest While most nonprofits know they need to be forward thinking in order to create change, many are (understandably) focused on the day-to-day delivery of programs and services and don't know how to proceed. It's a challenge to strategize about future [...]

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        Getting Your Board on Board with Fundraising

        Originally published in Notations on Non-Profits Without fundraising, most nonprofits would cease to exist. However, BoardSource’s 2017 Leading with Intent report once again had fundraising performance as one of the top three most important areas needing improved Board performance. There is no [...]

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          Utilizing Your Volunteer Army

          Volunteers are an integral part of the nonprofit world. Most nonprofits can’t operate without their volunteers. Not only do they provide their time and skills to help support your cause at no cost, but volunteers are ten times more likely to donate to your organization. The more volunteers and the [...]

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            Ordinary to Extraordinary – What Does it Take?

            At our nonprofit conference last week, themed “The nonprofit leaders’ journey from ordinary to extraordinary: Tell me something I don’t know,” Pegine Grayson, vice president of Philanthropic Services at Whittier Trust, was one of our panelists. After the conference I asked Pegine if I could capture [...]

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              Becoming a Better Ambassador

              In my last blog posting I mentioned reading BoardSource’s 2015 Leading with Intent. The report is a comprehensive review of nonprofit board practices, policies and performance and builds on data that BoardSource has collected and analyzed for over 20 years. One of the takeaways for me was that [...]

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                Give, Get or Get off

                This past February, we kicked off our 2014 nonprofit workshop season with a panel discussion on Board governance – The Good, the Bad and the Ugly: The Path to a High-Performing Board. One of the questions we heard from the audience was "Should our Board have a giving requirement, and if so, how [...]

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                  Strategic Planning

                  Having a strategic plan is essential to ensure a nonprofit’s vision and mission are fulfilled. Not every plan is a strategic plan though, and too often strategic plans collect dust on a shelf, rather than being a living and breathing document. TCC Group’s "Ten Keys to Successful Strategic Planning [...]

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                    Focus on Fraud

                    Fraud not only hurts a nonprofit organization financially, it hurts the people it serves and the community that supports it. Due to the negative publicity that can result, it is often kept quiet. But management and Boards of nonprofit organizations need to be aware of the risks and ensure [...]

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                      Tips for a High-Performing Board Meeting

                      Yesterday’s panel discussion on best Board practices explored some interesting ideas around Board engagement and fundraising. We will continue the discussion through upcoming blog postings. A few tips for making Board meetings more effective were mentioned yesterday, and as a reminder: The most [...]

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                        The Path to a High-Performing Board

                        On Tuesday, February 18, we will kick off the first of our quarterly nonprofit workshop series for 2014 with " The Good, the Bad, and the Ugly: The Path to a High-Performing Board," which will include a panel discussion on best Board practices. Why is an effective Board so critical? Well, in the [...]

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                          Volunteer Trends and Challenges

                          Last April, I blogged about the value of volunteers from a financial statement standpoint, and there is no doubt that volunteer engagement is crucial to most nonprofit organizations. Volunteers increase capacity, are cost effective and extend a nonprofit’s reach by getting the word out, engaging [...]

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                            Frequently Asked Question: Check Signing Thresholds

                            At a recent Finance Committee meeting of one of my clients, a question was raised about appropriate check signing levels. While every organization is different, the following three part signing resolution can be considered a guide for medium-sized organizations: Up to $10,000, any one officer or [...]

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                              Food Banks in Need

                              With most of us looking forward to a day of over-indulgence with friends and family at the dinner table tomorrow, there are many who will be visiting community kitchens and missions for a donated meal, or sadly, even going hungry. On November 1, 2013, food stamp benefits were cut to more than 47 [...]

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                                Government Shutdown – Week Two Status Check

                                As another week closes on the Government shutdown, we reflect on the impact felt so far by our nonprofit clients: Social Security and Medicare Benefits – these continue to be paid out, but there could be delays in processing new disability applications if the shutdown continues. Unemployment [...]

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                                  Exploring the World of Contributions – Bequests

                                  During our August nonprofit workshop, our nonprofit team shared the latest in accounting and tax updates, as well as insights from AICPA’s recently revised Audit & Accounting Guide for Not-for-Profit Entities. We posed various questions during our workshop and over the next few blog postings, [...]

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                                    Volunteers – The Rules of Engagement

                                    Last week I blogged about the recent court ruling regarding interns and earlier in the year I blogged about the value of volunteers. The use of interns and volunteers by nonprofit organizations comes with legal risks, and it’s worthwhile to remember the 4 basic rules when working with volunteers: [...]

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                                      Are Nonprofit Internships at Risk?

                                      This week’s ruling in New York by a Federal judge that Fox Searchlight Pictures violated minimum wage and overtime laws by not paying interns should lead nonprofit organizations to reassess their policies for using interns. In the ruling, the judge held that Fox Searchlight Pictures should have [...]

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                                        Healthcare Reform – Are You Ready?

                                        I thought I’d share some key takeaways from a recent presentation I attended on the Patient Protection and Affordable Care Act. Most organizations have not… Determined the expected financial impact of health care reform Modeled scenarios to determine the cost-benefit of offering or not offering [...]

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                                          The Value of Volunteers

                                          Volunteers increase capacity, are cost effective and extend a nonprofit’s reach. They have value, even though the value of their services may not meet the criteria for recognition in financial statements. The Independent Sector has released the new value of volunteer time - $22.14 per hour for [...]

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                                            Form I-9 Audits on the Rise

                                            Federal law requires every employer hiring an individual for employment in the United States to verify his or her identity and employment authorization through completion of Form I-9, Employment Eligibility Verification. 2012 saw a record number of Form I-9 audits and enforcement actions. U.S. [...]

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