Questions Nonprofit’s Asked (Nonprofit lobbying | Big funders)
In this lively edition of “Ask and Answer Friday”, nonprofit experts Meico Marquette Whitlock and Muhi Khwaja, from Fundraising-Academy.org, bring forward their insightful answers to questions about nonprofit management and operating strategies. Topics covered include;
Marcus from Minneapolis opens the dialogue by asking for strategies to encourage a program officer from a large funder to visit their campus, aiming to forge a stronger relationship. The response focuses on ways to enhance engagement with the funder, suggesting that understanding the funder’s hesitations and exploring various methods of showcasing the campus, including virtual tours, could be effective.
Maya from Dallas questioned the effectiveness of traditional snail mail campaigns versus digital approaches for their next holiday season fundraising efforts. The hosts debate the merits of each method, with suggestions to blend digital and physical outreach methods effectively to maximize donor engagement and response rates.
Shania from Oklahoma City brought up concerns about the relevance of continuing an “Employee of the Month” program in a now predominantly work-from-home environment. The conversation veered towards the value of maintaining recognition and morale in remote settings, suggesting steps to personalize acknowledgments and maintaining the essence of appreciation regardless of the medium.
Ramon from Miami seeks advice on how nonprofit boards could advocate for children’s mental health without jeopardizing their 501C3 status. The hosts elaborate on the importance of educating rather than lobbying state legislators, stressing the importance of forming relationships and utilizing educational outreach as a primary tool for advocacy.
An anonymous question from Oakland describes a sensitive issue regarding a CEO’s request for employees to donate to their nonprofit to show 100% . . . . . . . . .
How General Elections Impact Nonprofit’s Fundraising
Key strategies for nonprofit fundraising during election cycles. Highlighting data from past elections, Shanna Birky, VP with Classy.org, reassures nonprofits that fundraising can thrive even amid the political frenzy. Shanna outlines the importance of adapting communication and event timing to avoid clashing with major political events, advocating for rapid response strategies and proactive donor engagement to capitalize on increased public interest during elections. Her expert advice encourages nonprofits to maintain confidence in their missions and strategically navigate the heightened media landscape to boost donor outreach and impact.
With over 15 years at Classy, a platform supporting digital fundraising for nonprofits, Shanna offered deep insights into navigating fundraising strategies during election cycles, a period typically viewed with trepidation by nonprofit organizations.
Shanna spoke to the resilience of fundraising activities during election years, noting that data from the past eight election cycles, excluding the Great Recession period, showed consistent growth in fundraising. This historical perspective helps alleviate the fear that elections might stifle donor contributions. She describes that while elections might dominate media attention, nonprofits should not shy away from their missions. Instead, they should adjust their communication strategies and timing to maintain donor engagement.
A key aspect of Shanna’s discussion centered on the tactical adjustments nonprofits might consider during election years. She advises avoiding launching major campaigns or events close to election dates due to the intense competition for public attention. Instead, she suggests focusing on periods less cluttered with political events, potentially leveraging the heightened public engagement for positive impact.
Shanna also introduced the concept of “rapid response strategies” which are crucial during high-visibility . . . . . . . . .
Strategic Leadership For Nonprofits (Beyond the mission statement)
True strategic leadership at nonprofits extends beyond having a mission statement; it involves setting clear priorities, effectively communicating these to the team, and ensuring actions align with organizational goals. Learn more about the critical importance of strategic leadership in nonprofit organizations, with Beth Larsen, Vice President of Client Experience at JMT Consulting, as she highlights the necessity of being consumer-focused and responsive to the shifting demands of the environment in which nonprofits operate. This quick tempo interview offers actionable insights on integrating strategic priorities into daily operations, which can enhance your nonprofit’s effectiveness and boost the alignment with the needs of those you are serving.
Beth begins with a fundamental concern that resonates across the sector: “There is almost exclusively more demand than there is resource and capacity to meet that demand.”, pointing to the challenge faced by nonprofits — balancing limited resources with ever-expanding needs.
Beth describes how strategic leadership is not solely about planning or vision-setting; it is about integrating these plans into daily operations and ensuring that every team member understands their role in moving the organization forward. She speaks to the importance of having a “clear common purpose” and the ability to articulate what success looks like for the team, which can dramatically shift how each member contributes to the organization’s goals.
Beth continues by pointing out the necessity for nonprofits to be consumer-focused, so that their actions and decisions align with the needs and voices of those they serve. She explains how this approach not only helps in achieving organizational goals but also in maintaining relevance and effectiveness in a rapidly . . . . . . . . .
Top 10 Issues For Nonprofit Boards (Part 2 of 2)
On this second part of a two-part series, you’ll learn about the critical differences between IRS classifications like 501(c)(3) and 501(c)(4) and understand the strategic roles of nonprofit board committees in governance and operational oversight and hear about the importance of strategic planning and succession management, with Ellie Hume, from Your Part-Time Controller (YPTC.com). She offers quite extensive advice on compliance, effective ways to show leadership, and engage board members in meaningful nonprofit governance.
Ellie begins by describing a common oversight among nonprofit boards: the assumption of knowledge regarding IRS classifications and the implications for organizational operations. “Right, you have to understand what you can and you can’t do. And there definitely are definitions for these things,” she asserts, highlighting the perils of ignorance in these regulatory nuances and setting the stage for the broader discussion on board diligence.
The conversation covers several critical areas that boards often neglect but are essential for effective governance. First, Ellie addresses the complexity of IRS status, particularly the differences between 501(c)(3) organizations and other classifications like 501(c)(4) and 501(c)(6). Each category has specific restrictions and permissions, notably in terms of lobbying and tax-deductible contributions, which can significantly influence fundraising efforts and public engagement strategies.
Continuing, the dialogue, hosted by Julia Patrick, shifts towards the operational involvement of the board through committees, with Ellie emphasizing that serving on a nonprofit board should be treated with the professionalism of a job, where members engage deeply with specialized committees. These bodies play a crucial role in governance, financial oversight, and program management, ensuring that the organization sticks to its mission . . . . . . . . .
Top 10 Issues Nonprofit Boards Must Monitor (Part 1 of 2)
From nonprofit expert Ellie Hume–the critical responsibilities of nonprofit boards. Part one of two. Discover the five key areas that boards must diligently monitor: mission statement clarity, robust governance, financial oversight, active involvement in fundraising, and strict management of conflicts of interest. Learn why continuous education and open dialogue are vital for board members to effectively uphold their duties and ensure organizational success.
In the latest episode of “The Nonprofit Show,” Ellie Hume from YPTC gives a look into the vital aspects that nonprofit boards must consistently monitor. The discussion, hosted by Julia Patrick, highlights the importance of continual engagement and education for board members, especially in understanding their roles and responsibilities. Ellie begins by explaining that board members often don’t realize the depth of their responsibilities and the importance of not taking their roles for granted. . . .saying, “You have to assume [board members] really don’t know, and they’re afraid to ask questions.”
A key point Ellie makes is the importance of board members being fully aware and articulate about the organization’s mission statement, suggesting that every board meeting should start with the mission statement being read and discussed, to reinforce its importance and ensure all members are aligned with the mission.
Governance was another significant topic. Ellie points out how boards must not only understand their legal responsibilities but actively ensure the nonprofit adheres to its mission and governance standards. This involves regular reviews and updates, as she directs that governance is not a one-time discussion but an ongoing dialogue.
Financial oversight is critical, as Ellie highlights a common issue: board members often . . . . . . . . .
Nonprofit’s Questions of the Week
A lively talk about maintaining a culture of philanthropy within nonprofits, covering the importance of communication, transparency, and ethical practice in all fundraising efforts. This engaging Ask & Answer episode highlights the evolving nature of nonprofit fundraising and the ongoing commitment to ethical practices within the sector.
Jack Alotto, a seasoned expert in nonprofit fundraising, shares his enthusiasm about the increasing participation in his CFRE (Certified Fundraising Executive) training programs, noting that the numbers remain high with classes reaching around 170 participants. He describes a new initiative tailored for Muslim-affiliated nonprofits, reflecting the inclusive approach of the training sessions.
This enjoyable learning episode focuses mainly on the ethical dilemmas fundraisers often face. Jack emphasizes the importance of adhering to ethical standards, especially when dealing with competitive situations between nonprofits, advising against disparaging other organizations, stressing that the goal should be to enhance the entire community’s well-being rather than focusing solely on individual success. This approach aligns with the AFP (Association of Fundraising Professionals) code of ethics, which promotes integrity and respect among fundraising professionals.
One of Jack’s statements from the episode encapsulates his philosophy on this issue: “I am reluctant to engage in a conversation which would disparage another nonprofit… we should continue to talk about the benefits of giving to our organization and the importance of making a gift to advance our mission. It’s OK if they also want to give to another organization doing similar work. It just makes the whole community much better.”
With input from host Julia Patrick, the episode explores the role of ethics in donor relations, with Jack advocating for the inclusion . . . . . . . . .
Planning A Volunteer Appreciation Event (Honoring Volunteers)
Expert strategies for planning successful volunteer appreciation events with advice from Melissa Pinard, Head of Product Management at Bloomerang Volunteer. Learn how to effectively recognize and engage your volunteers, seamlessly integrate them into your donor campaigns, and use data-driven approaches to highlight their impact. This comprehensive discussion offers best practices on organizing appreciation events that honor and support volunteers’ dedication and foster deeper connections within your non-profit. Improve your volunteer management techniques and celebrate your volunteers in a way that boosts retention and encourages their ongoing contribution to your cause.
Melissa, having a decade-long experience in volunteer management, discussed the often-overlooked potential of volunteers as crucial donors to their causes, given their established commitment and passion.
Melissa describes how volunteers frequently transition into donors because they are already deeply connected to the cause, a point often missed in non-profit management. “Statistics show volunteers give more because they’re already passionate about the cause that they are giving their time to; a majority of them are actually already giving their dollars too,” she noted, highlighting a big opportunity for non-profits to nurture these dual-role contributors.
During the interview, Melissa outlines best practices for integrating volunteer and donor management, suggesting that volunteers should not be excluded from fundraising campaigns. She points out the importance of recognizing volunteers not only for their time but also for their potential financial contributions. “There’s no reason why you should exclude them from the email campaigns, in that sense as well,” Melissa explains, advocating for inclusive communication strategies that engage volunteers across all organizational activities.
The fast-paced discussion also digs into the . . . . . . . . .
Top 3 Issues Facing Fundraisers (With CEO of AFP)
A vibrant conversation with Mike Geiger, President and CEO of the Association of Fundraising Professionals (AFP). You’ll discover how Geiger’s career, marked by unexpected opportunities and strategic pivots, exemplifies the dynamic nature of nonprofit leadership. Learn about AFP’s huge role in enhancing fundraising practices, its commitment to ethical standards, and its proactive approach to addressing the quickly evolving needs of fundraisers and philanthropy. Mike shares valuable perspectives on embracing technological changes and preparing for future trends in giving.
Mike’s career trajectory, sprinkled with serendipitous turns, highlights a journey not guided by a rigid plan but by grabbing opportunities that aligned with his ethos. He amusingly recounted, “I wasn’t planning on getting my MBA, but then I did,” illustrating how unplanned paths often lead to fulfilling destinations.
Mike, who also holds a CPA, points us to the importance of flexibility and openness in professional growth. He pointed out, “Being open, having a growth mindset, and when there’s opportunities that fit into what your life ethos is, then you take those.” This mindset has seen him evolve from pursuing advanced degrees to dedicating his career to the nonprofit sector, demonstrating an adaptive journey fueled by unexpected yet welcome shifts.
At the heart of this discussion is AFP’s role as a cornerstone in the fundraising community, boasting nearly 30,000 members and around 200 chapters globally. Mike proudly explained the organization’s mission, “We provide education on best practices, we focus on improving the skills that our members have in the fundraising area but also in other areas.” He stresses the multifaceted roles fundraisers often play, whilst highlighting the critical . . . . . . . . .
Accessible Transportation (Impact on Nonprofits)
Ron Brooks, CEO of Accessible Avenue, shares his personal and professional journey in advocating for accessible transportation, sharing insights on the specific challenges faced by people with disabilities and calling for a systemic approach to inclusivity in nonprofit operations and services. Ron, who is blind, brings a unique perspective as someone who directly experiences the challenges he advocates against, emphasizing the importance of lived experience in the nonprofit sector.
Ron’s organization, Accessible Avenue, consults with transportation agencies and technology developers to improve services for people with disabilities. It also educates community advocates on navigating the complex public transportation industry to effectively champion accessibility improvements.
Throughout the interview, Ron emphasizes the transformative power of transportation in his life. He recounts his transition from a vision-impaired child in Indiana to a key player in the transportation sector. His personal struggles with mobility and public transportation fueled his passion for making these systems more inclusive for people with disabilities. Ron’s narrative illustrates the broader impact of transportation accessibility on individuals’ independence and quality of life.
Ron encapsulates his view: “I don’t have to figure out my ‘why’ in terms of these issues, these issues affect every day that I walk around on planet Earth. I’m living the reality that I’m in.” This statement highlights his intrinsic motivation and commitment to improving transportation access, rooted in his daily experiences.
Ron continues on the broader implications of transportation accessibility for nonprofits. He points out that about 19% to 25% of the U.S. population has a disability that affects their mobility and access to traditional transportation means. He stresses that accessibility issues are . . . . . . . . .
Nonprofit Board Succession Planning
Discover practical tips on managing board transitions effectively, ensuring diversity, and communicating strategically to maintain continuity and build future leadership. This conversation provides valuable guidance for organizations aiming to navigate the complexities of board succession smoothly and sustainably.
We explore the often-intimidating realm of board succession planning with Yvonne Evers, founder and CEO of Succession app. As they explore this crucial topic, Yvonne sheds light on her extensive experience in this field, emphasizing that board succession planning is not a new concept but a necessary strategic process that organizations should have embraced long ago.
Yvonne Evers highlights the evolving dynamics of board membership, particularly the shift towards shorter terms for younger board members compared to the decades-long commitments of past members. She states, “This isn’t the only time we need succession planning. Starting in 2010, about 10,000 people a day were turning 65, a silver tsunami,” indicating the ongoing and significant demographic shifts that necessitate proactive succession strategies.
Her approach to board succession planning is rooted in her comprehensive background as an HR consultant and board member. She narrates how her firsthand experiences led to the creation of the Succession app: “I started with an Excel and Word-based system before deciding to develop a software solution to help boards manage their succession planning more efficiently,” revealing the organic evolution of her business model in response to a clear market need.
One key aspect of Yvonne’s methodology is ensuring that current board members do not feel threatened by the planning process. She explains, “When we talk about competencies, we’re not trying to push current members out. It’s . . . . . . . . .
Nonprofit’s Questions of the Week! (Board Topics)
Nonprofit’s questions and expert’s answers about nonprofit board engagement, fundraising expectations of board members, financial literacy among nonprofit board members, and the confidentiality of professional coaching paid for by organizations. Host Meredith Terrian shares the microphone with Muhi Khwaja, from the National University Fundraising Academy and co-founder of the American Muslim Community Foundation.
Regarding board engagement, Muhi starts with the importance of full board participation in fundraising efforts, suggesting various ways for board members to contribute, such as making financial commitments or leveraging their networks. He advocates for clear expectations and training for board members to interpret financial reports effectively.
On a question from a viewer about professional coaching, Muhi points to the need for confidentiality in coaching contracts, highlighting the importance of privacy for effective coaching sessions.
The conversation also touches on setting board policies, including term limits and age limits. Muhi supports term limits as a means to prevent founder syndrome and promote fresh perspectives on the board. However, he advises caution regarding age limits, emphasizing the value of diverse perspectives and experiences regardless of age. As Muhi Khwaja aptly summarizes, “There’s a lot of value in age as well.”
Host Meredith Terrian echoes Muhi’s sentiments, emphasizing the importance of clear policies and training for board members to ensure effective governance and decision-making within nonprofit organizations.
This dynamic conversation amplifies several best practices for nonprofit board governance, fundraising, financial literacy, and professional development, as is the nature of nonprofit management.
Seven Mistakes Nonprofit Executive Directors Make!
The Nonprofit Fixer goes deep into the ‘seven mistakes nonprofit executive directors make’ and offers valuable strategies to avoid these blunders. Whether you’re a current nonprofit leader or aspiring to be one, this learning episode is packed with essential tips and firsthand experiences to help you navigate the role of Executive Director! Sean Kosofsky, with his three decades of experience in the nonprofit sector, passionately shares his insights, having observed numerous nonprofit leaders navigating their roles with limited support, Sean has tailored his career towards enhancing executive director leadership through specialized coaching and consulting.
As Sean details these frequent missteps, he begins with the importance of employment contracts for nonprofit leaders, distinguishing them as crucial for job security and organizational commitment. He explains, “In the private sector, having an employment contract is standard, especially if you’re an executive. But in the nonprofit sector, what I’ve found is that most nonprofit leaders do not have them unless you’re at like, three million, four million, five million or larger size budget organizations.” . . .. amplifying the disparity between the sectors and the vulnerabilities executive directors face without contractual protections.
Continuing, Sean discusses other vital areas where executive directors often stumble, such as financial oversight before starting a role, building rapport with the board chair, and the imperative of being involved in fundraising. He stresses that understanding and actively participating in fundraising is non-negotiable for effective leadership.
This lively discussion, with Host Meredith Terrian, also touches on the significance of having a robust relationship with the board chair, managing team dynamics effectively, and the strategic importance of . . . . . . . . .