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Help! We’ve entered into an agreement with a benefit corporation, and they’re not playing nice! Andy’s got some ideas for that. Also, Stacey answers a question about having elected officials on the board, and we talk about the best ways to bring a new treasurer into the organization, even if they’ve got no nonprofit experience. Topics: Should we ad…
 
Our mission statement process is awful! Should we get help? (Nah, Stacey has some tips.) Also, this week we discuss whether a give/get policy will prevent you from getting an effective board, and Andy and Stacey go way off topic answering how to best fundraise for a new Executive Director position. Topics: Should we get third-party help designing o…
 
How do you prepare for Foundation staff coming to tour your facility, especially when they’ve been known to ask really tough questions? Stacey has some ideas! Also on the theme of preparing, we have some thoughts on the best way to be ready to take the leap into leadership of your organization. Finally, there’s an oddly specific question about the …
 
Two Guest Experts in a row?! Yes! Join Stacey as she talks to Tracy Gniewek of TGHR Consulting about the practicality of extending benefits to an employee who is exhausting their medical leave. Also, is it time to retire the Executive Committee for good? Andy and Stacey have some thoughts… Topics: Is our Executive Committee too engaged? – 0:00 Opti…
 
Join us this week as Stacy talks about volunteer handbooks with Guest Expert Almendra Johnson, Volunteer Director for Get Outdoors Nevada! Also, what happens when a donor changes their mind about donating property? Yikes! Topics: Help! One of our donors wants his donated assets back! – 0:00 Rethinking the volunteer handbook, with Guest Expert Almen…
 
Our board wants to know the percentage of grants a typical organization wins so they can measure us against it. Is there one? Well, we certainly have opinions on that! Also, this week Stacey has some thoughts on how to figure out which programs to cut, and we talk about whether or not to rebudget when a new ED arrives. And hey! Join us on Discord! …
 
One of our board members and prominent donors was involved in a newsworthy scandal and our organization remained quiet. Should we have said something? Stacey and Andy have thoughts! Also this week, we talk about how an executive director should handle a micro-managing founder, and answer an oddly specific question about stacking up consulting engag…
 
This week: When a scammer called one of our donors pretending to be us, did we respond appropriately? Stacey has some thoughts. Also, is there value in using a search firm to help find our next Executive Director? And how do we deal with confidential employee complaints if they’re supposed to stay confidential? Join Andy and Stacey this week to fin…
 
Is it a huge red flag when an organization has no fundraising expenses reported on their 990? That sounds like an easy enough question, but instead Stacey and Andy get all in the weeds about output factors, the birth of Guidestar, bacon double cheeseburgers and the dreaded overhead ratio question on grant applications. Also discussed: the governanc…
 
What are some board status quo things that need to change? Stacey has some ideas! Also, we have some strategies for helping a new manager that’s too quiet. Andy has thoughts on what financial policies are required, and we’ve included an encore answer (from June 2020) by Guest Expert John Waldron! Topics: What should we do to shake up a static board…
 
What are the most important questions your board and staff should be able to answer about your organization? Stacey has some thoughts! Also, this week we talk about how to manage two very different employees, and continue our nonprofit startup conversation with a question about what a board member should look for in a startup nonprofit board.Topics…
 
You've got the mission, you've got the board, you've got the business plan, you've got the 510(c)3 letter, now what? Stacey and Andy have some thoughts. Also, we find out whether or not you need written board reports, and once again wade into the shark-infested waters of finance vs. development.Topics: Is the finance team part of the development te…
 
How do you know when it's time to leave a failing nonprofit? (Guess what answer Stacey gives!) Also this week, we talk about whether a board should set staff salaries, and Andy & Stacey get self-referential about podcasts and podcasting...Topics: How do I know when it's time to leave a failing nonprofit? - 0:00 What role does the board have in sett…
 
Where do the responsibilities of the the board development committee start and fundraising staff start? Stacey has some thoughts! Plus, this week we find out when to process year-end donations, and how to keep up with the never-ending barrage of information that we need to know to keep current. Topics: How do I keep up with the everything I need to…
 
If the CEO is also the Board President, could we lose our nonprofit status? Stacey and Andy have the answer! Also this week, what to do about nonprofit management that overworks staff, and (alternately) how to handle a staff member that's taking on too much responsibility. Topics: Will we lose our 501(c)3 if the CEO is also the Board President? - 0…
 
Who should we thank if we get a donation from a retirement account but don't know who the actual donor is? We have a few ideas. Also, this week Andy and Stacey combine a couple of Form 990 filing questions into one mega-question. Finally, we tackle the question on everyone's mind: employee or independent contractor? And don't forget to send us your…
 
Video game streamers raised $90 million for charity in 2020. How do we get some of that?! We're joined by Guest Expert Nick Lynch, CEO of Collidescope to talk about how nonprofits can get started working with social media influencers, streamers and brands.Topics: How can (and why should) we engage with social media influencers? - 0:00…
 
This week, Guest Expert April Mastroluca sets the record straight on lobbying and advocacy! Plus, what should an ED do if a board member recommends a job candidate you're not thrilled about? We have opinions! And Stacey and Andy have some thoughts on how (and whether) to squeeze your vendors for donations to your organization.Topics: A board member…
 
It's bad board member behavior week here at the Nonprofit Everything podcast! What should we do if a board member wants our ED to record a message talking about what a great board member they are (and oh, by the way, they're running for office)? And how do you talk a board member out of their own program ideas? We have opinions! Also, Stacey and An…
 
hould we follow up with a potential board member who expressed interest and then vanished? Stacey has opinions! Also, this week we talk about managing third-party fundraisers, whether there are any benefits to not paying down debt, and how to maintain an awesome work culture during a big expansion. Topics: Should we follow up with a board member wh…
 
There's just one question this week, but it's an important one. Guest expert Miles Dickson of Nevada GrantLab joins us to talk about why Nevada nonprofits should be seeking out and applying for federal grants.Topics: Should we be applying for federal grants? With Guest Expert Miles Dickson of Nevada GrantLab - 0:00Save the Date! The Alliance for Ne…
 
If you always skip the finance and accounting questions, maybe take a couple of weeks off! This week, Stacey talks with guest expert Jessica Sayles, CPA, Managing Principal at HRC about reporting in-kind donations on the Form 990, and Andy is of the shocking opinion that the internet is not a good place to learn nonprofit accounting. Finally, we re…
 
Is there really a difference between getting five stars and four stars with a ratings agency? We have opinions! Also, this week Andy has some thoughts on how to manage a check approval process in a tiny organization, and Stacey knows what to do when people keep connecting you to other people via email. Topics: How do I best follow up when being con…
 
Should we write a MOU or a renter's contract for use of our space? We have opinions! Also, this week Stacey has some thoughts about dealing with a board chair who wants to be CCd on all the ED's emails, and we share some tips on starting a scholarship program.Topics: Help! The board chair wants to be CCd on every email! - 0:00 Should we use an MOU …
 
It's an overstuffed episode! This week, Andy has some thoughts on investing a surplus, Stacey counsels resolve in the face of a morale committee, and they both agree that tracking in-kind donations is worth the trouble. Plus, can the Form 990 really be a fundraiser's secret weapon?Topics: Do I really have to participate in events organized by the m…
 
This week Stacey goes deep on generational differences with guest expert and Gallup-Certified CliftonStrengths coach and consultant Maggie Harris.Topics: My boss keeps inviting me to events! - 0:00Episode Sponsor:Today's Nonprofit Everything podcast is sponsored by The LGBTQ Community Center of Southern Nevada, best known as The Center. For more th…
 
How do you handle a board member that thinks that people work for nonprofits because they can't hack it in the "real world?" This one makes Stacey use her angry voice. Also, a listener asks if we think starting a podcast is a good idea, and Andy takes far too long explaining the differences between various flavors of financial audit.Topics: What to…
 
Should an organization switch from a 501(c)4 to a 501(c)3? Stacey and Andy have thoughts! This week we also talk about who should own consultant developed content, and what to do when a board member's social media posts don't reflect the values of the organization.Topics: Should we switch from a 501(c)3 to a 501(c)4? - 0:00 Help! One of our board m…
 
What should other staff know about the development function? A lot! Also, this week, Stacey and Andy tackle a topical question about the appropriate way to express sympathy for a death in a donor's family. Topics: What does our fundraising staff do? - 0:00 What's the appropriate way to express condolences to a donor? - 14:41Episode Sponsor:Today's …
 
Can a board force an ED to accept a raise? And is a 3-month interim budget problematic for funders? We have opinions! Also, this week we answer a great nonprofit 101 question about whether staff members can be on the board.Topics: Can a board force an ED to accept a raise? - 0:00 If we do a 3-month interim budget, how will funders react? - 7:52 Non…
 
It's our 75th episode, so we've supersized it for you! This week, guest expert Brad Stith, Principal at Philanthropy Development Associates, joins Stacey to answer a listener question about the utility of screening existing donors for interest in an organization's mission. We also have opinions on how an interim executive director should manage a w…
 
Is there anything scarier than the finance person leaving? Yes, there definitely is (and Andy has some thoughts on how to manage the transition.) Also, we have some advice for a founder considering leaving but not really leaving, and Stacey has some great tips on how to make the periodic bylaw revision process not the absolute worst, most boring th…
 
Why, oh why, do you hate galas so much? After 72 episodes of dropping unsubtle hints, Andy and Stacey finally got someone to ask the question they've been dying to answer. As you can imagine, they have opinions. Also, a complicated conflict of interest question turns out to have a pretty straightforward answer, and Stacey has some thoughts on how t…
 
Should a nonprofit pay their employees' dues when they serve on other nonprofit boards? Stacey has thoughts. Also this week, we talk about contract employees wanting to join the board, and Andy resorts to a sports analogy to make a point about multitasking. Finally, we get some well-earned listener feedback from Girls on the Run ED, Kate McLaughlin…
 
This week, Stacey has tips on how to build an event list from scratch, and we answer questions about paying for rights for recorded music at a gala, and *yawn* cash vs. accrual accounting. And should we keep our bank account number secret? Andy has opinions! Topics: How do we keep the dates straight on our budget, expenses and credit card reports? …
 
Do nonprofits (in Nevada) need to pay sales tax on fundraising items? Andy knows! What if we know a corporate funder gave a much larger amount to another nonprofit? Should we ask about that? Stacey has an opinion! And finally, what trends do we think we'll see for the nonprofit sector in 2021? Topics: Do we need to pay sales tax on fundraising item…
 
It's a super-sized New Year's episode this week! This week we find out whether a nonprofit needs to file tax returns in every state. Stacey and Andy weigh shifting to a fee-for-service model. And finally: Help! The ED edits all my work! Topics: Do we need to file tax returns in every state? - 0:00 Should we shift to a fee-for-service model? - 9:31 …
 
Stacey has a wide-ranging and fascinating conversation about volunteering with guest expert Jacob Murdock, Manager, Volunteer & Community Partnerships at the Mob Museum. And be sure to check out Wild & Free: A Battle Born Podcast, that Jacob co-hosts. (Andy is a regular listener and recommends it!)Topics: How do we manage volunteers during a pandem…
 
Should we send both an end of year letter and a Christmas card? Stacey knows! (Andy doesn't). What should we do if a board member applies for a staff position? And Guest Expert Greg Wilken, CEO of Endunamo Consulting helps us figure out whether an executive director should keep her own employee file.Topics: Help! A board member is applying for a st…
 
Do for-profit salespeople make good fundraisers? Maybe! Also, this week Andy and Stacey evangelize program related investments (again,) and discuss whether a fiscal sponsorship or full 501(c)3 is the way to go.Topics: Do for-profit salespeople make good fundraisers? - 0:00 What's a program related investment and how do I get one? - 13:25 Should we …
 
Just two questions this week, but one of them's juicy. Guess which one: Should we pay a professional auctioneer for our silent auction? or Is it legal to have a single-ethnicity board? As always, Stacey and Andy have opinions!Topics: Should we hire a professional auctioneer for our live auction? - 0:00 Is it legal for a nonprofit to have a single-e…
 
A jam-packed episode! This week we explore whether the the Executive Director should be present for the board retreat, how to manage a grumpy finance committee when the financials are never ready, and if a non-compete agreement is an appropriate tool to use to keep you development director from fleeing. Finally, should you be wary of joining the bo…
 
Now that everybody is working from home, we rely on guest expert Amy Sample Ward, CEO of NTEN, to help answer a question about equipment policies and data security. Also, is it time to switch over to video testimonials? Stacey has some ideas! Topics: Should we transition to video testimonials? - 0:00 How do we protect our employees and our nonprofi…
 
A listener asks if they need to convert their nonprofit to a foundation before selling it. Really. (This will be fun.) Also, what happens when board members hire their friends for paid contracts? We have opinions! And Stacy and Andy switch roles on encouraging a recalcitrant employee to fill out timesheets. Topics: Do I have to convert my 501(c)3 t…
 
Do you *really* have to sign every single thank you note? Is it a bad idea to loan your organization money? And finally, with the zombie apocalypse upon us, is it time to rethink the threats section of the strategic plan's SWOT analysis? Stacey and Andy have opinions!Topics: Should I loan my organization money? - 0:00 Rethinking the "Threats" secti…
 
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