I 501(c) You - The Podcast for NonProfit Board Members

What makes a nonprofit board truly effective? In this episode, CEO Lisa Intagliata shares valuable lessons for board members on how to stay mission-focused, support fundraising as a team sport, and engage meaningfully in strategic planning. She emphasizes the power of mission moments, the importance of board-staff collaboration, and how boards can help build a strong foundation for long-term growth. If you serve on a nonprofit board or are considering joining one, this conversation is full of practical takeaways to help you lead with purpose and clarity.   Timestamps: (00:00) Introducing Lisa Intagliata, CFRE CEO of Resilient Retreat (04:15) How did having a career in fundraising prepare you for being a CEO? (06:10) Always be fundraising (08:50) Earned income (09:45) What should board members understand about fundraising? (12:00) Board engagement plans (13:20) How did you structure the organization? (15:10) How do you keep everyone focused on mission? (16:55) Surprises as CEO (18:20) Advice for a future CEO/Executive Director (19:23) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Teri Hansen, retiring President and CEO of the Charles & Margery Barancik Foundation, shares candid lessons from decades in philanthropy. She covers what makes a nonprofit board effective, how foundations can truly support communities, and why strong leaders hire strong teams. Whether you're a board member, nonprofit executive, or funder, this episode is packed with real-world insights on leadership, governance, and making lasting impact.   Timestamps: (00:00) Introducing Teri Hansen, CEO of Charles & Margery Barancik Foundation (03:15) Philanthropy is entrepreneurial (04:50) Why serve on boards and take on leadership roles with those boards? (07:10) What makes an effective board member? (08:40) What makes an effective CEO? (10:05) How does the CEO leverage their board effectively? (11:15) Leading a Private Foundation vs Community Foundation (13:20) What makes strong nonprofit organizations? (15:00) Advice to foundation CEOs (18:40) Foundations can be entrepreneurial and take risk (20:50) Advice to your past self Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode of I 501(c) You, we sit down with Mike Mansfield, CEO of Charlotte County Habitat for Humanity, for a wide-ranging conversation on leadership, board management, delegation, and more. Drawing on a lifetime of experience, Mike shares how his business background and passion for service led him to the nonprofit sector. He also offers practical insights on working with a board of directors—from recruitment strategies to effective communication. Timestamps: (00:00) Introducing Mike Mansfield, CEO of Charlotte County Habitat for Humanity  (03:00) Leading a nonprofit versus a for-profit (05:00) Leadership philosophy (07:00) How do you delegate? (09:00) Communication approach (12:15) Recruiting, managing, and engaging board members (19:10) Adjusting Executive Committee and board meetings (20:45) Communication with board members (23:20) Rewarding parts of leadership (25:25) Challenging parts of leadership (28:50) Advice for CEOs (31:20) Recapping with Read  

In this episode of I 501(c) You - The Podcast for Nonprofit Board Members, Brena Slater, President and CEO of Safe Children's Coalition, shares powerful insights on leading a complex nonprofit through growth, crisis, and a major capital campaign. From navigating the transition from COO to CEO during COVID-19 to building deep community trust and launching a $9 million shelter project, Brena offers real-world leadership lessons for nonprofit executives, board members, and changemakers alike. Tune in to learn how she leverages strong board engagement, transparent communication, and a strategic fundraising partnership to make a lasting impact on children and families in need. Timestamps: (00:00) Introducing Brena Slater, President & CEO of Safe Children Coalition (01:45) Size of Safe Children Coalition (03:25) What is your leadership philosophy? (04:50) Data Driven Organization (06:00) How do you work with your board? (08:45) Board members on committees first (10:30) Impact of Boardable (12:10) How do you approach working with staff? (14:15) Adjusting from doing the work to managing the work? (16:05) Starting a capital campaign (21:45) Time management (23:10) As CEO, what keeps you up at night? (25:32) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Discover what it truly means to lead with heart in this inspiring episode featuring Veronica Thames, CEO of the Manatee Community Foundation. From aligning mission and team culture to navigating board relationships and embracing authentic leadership, Veronica shares powerful insights every nonprofit executive, board member, and aspiring changemaker needs to hear. Learn how intentional leadership, continuous listening, and redefining philanthropy as character—not wealth—can transform your impact. If you're in the nonprofit sector or curious about effective community leadership, this episode is a must-listen. Visit https://manateecf.org/ for more information about Manatee Community Foundation Timestamps (00:00) Introducing Veronica Thames, CEO of Manatee Community Foundation (03:30) Why did you choose to go into philanthropy? (08:00) How did you approach your first months on the job? (13:15) How do you view culture and tips for growing culture (20:10) How do you interact with board members? (23:45) Balancing being ‘liked' versus ‘respected' as a leader (27:10) Advice for those considering getting into philanthropy Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, we sit down with Stacy Groff, Vice President of Care & Connection at Empath Health, to uncover the true impact of volunteer programs — and how they drive millions in value while strengthening communities. Stacy shares actionable insights on recruiting the right volunteers, integrating them fully into organizational culture, and adapting volunteer strategies for lasting success. Whether you're a nonprofit leader, board member, or volunteer coordinator, you'll learn why volunteer engagement is crucial for organizational growth and how small gestures of appreciation can lead to big results. Tune in for expert advice, real-world examples, and a heartfelt reminder of the power of saying "thank you." Timestamps: (00:00) Introducing Stacy Groff, Vice President of Care & Connection, Empath Health (02:00) What is the breadth of the volunteer program? (03:10) What drew Stacy to working with volunteers? (04:30) Managing a massive volunteer program (07:40) Using volunteer's skills (10:05) What should the board understand about volunteers? (13:20) Pitfalls to avoid (17:40) Thank you volunteers (18:40) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Discover why personal branding matters for nonprofit leaders in this insightful conversation with Robyn. From her journey of self-awareness to how CEOs and board members can align leadership perception with organizational success, Robyn shares actionable strategies for building an authentic and effective presence. Learn how board members can assess their CEO's brand, the impact of leadership energy on teams, and why bold expectations can transform the people you serve. Plus, take the free Spark Plug Profile assessment to better understand team dynamics. Tune in for a compelling discussion on leadership, branding, and making a lasting impact in the nonprofit world! Results 1st Website Sparkplug Profile Timestamps: (00:00) Introducing Robyn Faucy, CEO and Co-Founder of Results 1st (02:00) What does Results 1st do? (04:00) How did you get started with Results 1st? (06:10) Personal Branding (08:30) How do you identify your personal brand? (12:10) Why is personal branding important for nonprofit leadership? (16:00) What do people think when you walk in a room? (18:10) What is the board's role? (21:00) Sparkplug profile  (23:00) Final advice for CEOs and Executive Directors (25:00) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Discover why advocacy is essential for every nonprofit in this insightful conversation with Sabeen Perwaiz, President & CEO of the Florida Nonprofit Alliance. Learn how board members and executive directors can navigate policy, engage with legislators, and shape the future of their organizations—without fear. Sabeen shares practical strategies for setting a policy agenda, building relationships with elected officials, and effectively telling your nonprofit's story. Whether you're new to advocacy or looking to refine your approach, this episode is packed with actionable insights to help your nonprofit amplify its impact. Timestamps: (00:00) Introducing Sabeen Perwaiz, CEO of Florida Nonprofit Alliance (02:25) What is the purpose of the Florida Nonprofit Alliance? (04:05) Why is “Advocacy” a threatening word? (06:00) How would you define “advocacy”? (07:50) How can nonprofits advocate? (09:50) What are board members missing about advocacy? (11:30) Advocacy is not a short term game (14:05) What can organizations do to start advocating? (16:00) What resources are available? (18:00) Should any organization avoid advocating? (19:10) Visiting State Legislators (22:20) Final advice (23:45) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Thinking about starting a podcast? This episode is packed with insights to help you launch and grow with confidence! We share the lessons learned from over 100 episodes, including why your first recordings may be your toughest, how consistency builds a loyal audience, and why podcasting is an incredible tool for brand awareness and credibility. You'll also learn how to repurpose content, engage listeners, and set realistic expectations for growth and monetization. Whether you're a nonprofit leader, entrepreneur, or expert looking to share your message, this episode will inspire you to take the leap and start podcasting today! Timestamps: (00:00) Introducing Read Corley, Producer of I501(c)You (01:45) Why should nonprofits consider podcasting? (02:30) Repurposing the podcast (04:00) What is a short form video and why make them? (06:50) What should people be aware of before starting a podcast? (09:00) Pre Podcast Prep (09:55) The software and equipment we use (11:55) Sharing your message (13:35) Interview style versus solo podcast (14:40) What else should you know about podcasting? Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Discover how Rebecca Fishman Lipsey, President & CEO of The Miami Foundation, strategically engages her board, streamlines governance, and leads a $600 million community-driven financial institution. In this episode, she reveals why fewer board meetings can lead to greater impact, how the organization identifies future board chairs, and the biggest mistake nonprofit leaders make when working with their boards. If you're a nonprofit executive, board member, or anyone curious about high-level leadership, you won't want to miss Rebecca's insights on building trust, driving strategy, and maximizing board effectiveness. Tune in to learn what she wishes she had known when she first stepped into leadership. Timestamps: (00:00) Introducing Rebecca Fishman Lipsey, President & CEO of The Miami Foundation (03:00) What does a CEO need from their board? (04:50) How did you evaluate your board and determine what you need? (07:05) Getting your board members to contribute (09:00) Are you always recruiting board members? (10:15) Keeping the board from doing “too much”. Too much of what? (12:05) What does a CEO need from a board chair? (13:35) CEOs role in navigating the selection of the board chair (15:20) How do you structure communication with the board and board chair? (18:00) Different responsibilities for Community Foundation board members (21:00) How do you determine your strategy and communication for that strategy (23:10) Advice to new CEOs (25:30) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

How do you evolve a nonprofit board from social gatherings to a forward-thinking strategic powerhouse? In this episode of I 501(c) You, we sit down with Doug Staley, Executive Director of the Child Protection Center, to discuss his organization's remarkable transformation from facing financial uncertainty to becoming a thriving, respected nonprofit. Doug shares practical insights on strategic planning, board development, and the long-term vision that allowed CPC to navigate facility challenges, secure funding, and strengthen community impact. Whether you're a nonprofit leader or board member, this masterclass on building a future-focused board will inspire you to lead with strategy and resilience. Timestamps: (00:00) Introducing Doug Staley, Executive Director of Child Protection Center (03:40) As a new Executive Director, what was your biggest challenge? (07:00) Initial mistakes (09:00) The need to look “big picture” as a small organization and thinking strategically (12:40) Evolving a board from a social board to a strategic board (16:00) Tying everything back to strategy, taking a road trip, and start planning early (22:35) How do you interact with board members and the board chair? (26:10) How has your role as Executive Director evolved? (28:40) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, we sit down with Hannah and Kristen from Core Leadership Coaching to explore how their transformational leadership program is equipping leaders with the skills they need to build collaborative teams, think strategically, and lead with confidence. We discuss the importance of positive psychology, navigating big visions with realistic plans, and the power of leadership development in retaining top talent. Whether you're an executive, a manager, or simply someone looking to grow your leadership abilities, this conversation is packed with insights to help you lead with intention and impact. Applications for the Core Leadership Program are now open through early March. Learn more at coreleadershipcoaching.com. Key Takeaways: Leaders are developed through intentional practice. Positive psychology can shape a brighter future. Focus on controlling what you can control. Timestamps: (00:00) Introducing Kristen Lessig-Schenerlein MAPP, PCC and Hannah McGowan, Ed.M., C.A.S. (04:30) What is the CORE program? (06:30) What is positive psychology? (08:10) Coaching versus consulting approach (09:30) Who should attend the CORE program? (10:55) Nonprofit and for-profit leaders in the program (12:30) Why should nonprofits invest in leadership development? (13:30) What can leaders do to “de-stress?” (15:20) What can people expect from the CORE Program? (17:30) Find out more about the CORE Program (18:15) When is registration? (19:10) Last words (21:40) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode of I 501(c) You, we dive into the world of grant writing with Jordan Curry, founder of Captured Words Grant Consulting. Jordan shares expert insights on what board members and nonprofit leaders need to know about securing funding, from building strong relationships with funders to crafting competitive grant applications. We also explore how AI is changing the grant writing landscape and what nonprofits can do to stay ahead.  Tune in to learn: Why relationships with funders matter more than you think Common mistakes nonprofits make in grant applications How AI is shaping the future of grant writing   Need a winning grant strategy? Email Jordan at jordan.capturedwords@gmail.com Jordan's Linkedin Jordan's Website Timestamps: (00:00) Introducing Jordan Curry, Founder of Captured Words Grant Consulting (02:15) How did you learn to write grants? (03:15) What do board members need to know about the grant process? (04:30) Challenges in securing a grant (06:30) How do you know what grants are available? (07:20) Creating a funding strategy (09:30) Different types of grants (12:20) Where does your consulting start and end? (13:00) Federal grants (13:45) When does a client come to you? (15:10) Importance of a relationship with the funder (16:30) Who typically contacts you? (18:00) How is AI going to impact grantwriting? Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode of I501(c)You, we sit down with Isabel Garcia, Executive Director of the Redlands Christian Migrant Association (RCMA), to explore her leadership journey and the organization's deep-rooted impact on communities across Florida. Isabel shares how RCMA stays connected across its 65+ centers, the critical role of strong communication within large organizations, and the importance of community partnerships in supporting children and families. She reflects on the challenges of maintaining work-life balance as a CEO, the evolving nature of her leadership role, and the personal drive that keeps her inspired. Whether you're a nonprofit leader, board member, or someone passionate about community engagement, this episode offers valuable insights into effective leadership and organizational impact. Timestamps: (00:00) Introducing Isabel Garcia, Executive Director of RCMA (02:35) Share with us the scope of RCMA (05:50) How is your board of directors set up? (10:45) Are there unique aspects of getting federal funding the board should be aware of? (12:30) Challenges as the CEO (15:00) Structuring your leadership team (17:30) Ensuring strong communication (19:30) How do you engage in the communities? (23:00) What do you miss most? (24:35) Advice to your beneficiaries (25:17) Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, we're joined by Sara Leonard, an experienced nonprofit consultant and founder of the Sara Leonard Group. Sara shares her expertise on what it takes to build a strong culture of philanthropy within organizations. From training board members and executive directors to running successful capital campaigns, Sara dives into the strategies that drive fundraising success. We discuss the importance of preparing for campaigns the right way, the nuances of naming opportunities, and how clear policies can prevent future donor challenges. Plus, Sara explains why fundraising isn't about guilt—it's about creating meaningful connections. Whether you're a board member, nonprofit leader, or just curious about the world of fundraising, this episode is packed with practical advice and memorable stories (like why Sara once took a photo in a bathroom at the Georgia Aquarium!). Sara's Website Sara's Linkedin Timestamps: (00:00) Introducing Sara Leonard, Sara Leonard Group (02:35) Types of fundraising (06:05) What conditions must exist for a nonprofit to be successful at fundraising? (08:00) Board's role in fundraising and common misunderstandings (11:00) How long does it take to develop a culture of philanthropy? (14:00) Dynamics between Executive Directors and Development staff (16:00) When do people bring Sara in to consult? (19:00) Strategy behind naming opportunities (24:30) Recapping with Read

In this episode, we have an engaging conversation with Liz Wooten, CEO of Connect for More. Liz is a consultant and facilitator specializing in leadership development, nonprofit governance, and strategic planning. Liz delves into the importance of emotional literacy, empathy, and curiosity as essential skills for modern leaders.  Liz also shares insights into hiring and team dynamics, highlighting the value of self-awareness and understanding individual motivations. She discusses how leaders can align personal goals with organizational missions to drive engagement and long-term success. Drawing from her extensive experience, Liz illustrates the evolving nature of leadership—shifting from command-and-control styles to approaches rooted in authenticity, transparency, and meeting people where they are. Looking ahead, Liz reveals her focus for 2025, which includes expanding her coaching practice, facilitating strategic planning for nonprofits and small businesses, and branching into the corporate sector. She also shares her excitement about her forthcoming book, Managing Courageously: Managing from the Middle Office, a guide to navigating the complexities of managing in all directions within an organization. Whether you're in the nonprofit or corporate world, Liz's perspectives on servant leadership and fostering purpose-driven workplaces provide valuable takeaways. To learn more, connect with Liz on LinkedIn. Timestamps: (00:00) Shoutout Alma! (00:20) Introducing Liz Wooten (02:35) Helping leaders focus on impact, strategy and vision (06:00) Do board chairs or CEO's reach out to you? (07:30) What is Co-op-itition? (11:30) Talk about “Heart work” (13:30) How do you balance transparency and vulnerability? (17:10) Can leaders implement these characteristics? (20:30) Can you identify people with these characteristics ahead of time? (21:30) What are you working on in 2025? (26:50) Recapping with Read

In this week's episode of I 501(c) You: The Podcast for Nonprofit Board Members, we're kicking off a special four-part series featuring nonprofit consultants. This series is designed to give board members an inside look at the expertise consultants bring to the table and how their insights can strengthen organizations. Our first guest is Randy Scheid, founder of RGS Partners Consulting. Randy's impressive career journey spans his time in the Peace Corps, his work with nonprofits, and his leadership as Chief Strategy Officer for the Quantum Foundation. He shares his path into consulting, offering valuable lessons on philanthropy, board governance, and the critical role of succession planning. Randy and host Michael explore what makes an effective board member, the importance of long-term thinking for organizational sustainability, and how to approach leadership development. They also dive into how boards should evaluate new programs and balance strategic priorities without overwhelming their organizations. Randy's Linkedin Timestamps: (00:00) Introducing our Consultant Series  (00:30) Introducing Randy Scheid, Founder of RGS Partners Consulting (04:30) What makes an effective board member? (06:55) How do you articulate the role of the board? (08:50) Board's role in succession planning (12:45) Board's role in programming (15:20) How do you know if a program is working? (16:30) Program evaluation (20:05) RGS Partners Consulting in 2025 (23:30) Recapping with Read

In this episode of I501(c)You, we sit down with Tom Grier, board chair for the Humane Society of Manatee County. Tom shares his unique insights into effective board leadership, building trust, and fostering alignment with executive directors. Tom opens up about the philosophy that drives his work, his passion for animal welfare, and his approach to evolving board culture through trust, patience, and clear communication. Tune in to hear how Tom collaborates with Executive Director Rick Yocum to steer the Humane Society toward success, the lessons he's learned from decades of leadership, and his vision of board service as a position of humility and service. This episode is packed with practical advice and inspiration for nonprofit board members and leaders alike. Timestamps: (00:00) Introducing Tom Grier, Board Chair of Humane Society of Manatee County (04:10) Getting into nonprofit board leadership (06:30) Becoming board chair of Humane Society of Manatee County (09:00) Getting aligned as a board (09:30) Board chair philosophy (11:20) Bringing the philosophy to the board - Slow down approach (14:20) How did you embed this philosophy in the board? (17:00) Communicating with the Executive Director (19:55) Communicating with other board members (21:40) Advice for a new board chair (25:10) Recapping with Read

As Thanksgiving approaches, we take a moment to express gratitude for you—our listeners and viewers. In this episode of I 501(c) You, Michael shares why year-end is the perfect time for nonprofit board members to reflect on their commitment to the organizations they serve. Michael explains why every board member should make a personal donation—not through their business, but in their own name. He outlines three key reasons: demonstrating commitment, empowering fundraisers, and meeting critical funder expectations. Tune in for this timely reminder about the impact of personal giving as a board member, and join us in giving thanks for the incredible work nonprofit organizations do year-round. Timestamps: 00:35 Giving personally as a board member 01:45 It shows your commitment to the organization 02:00 It gives you the opportunity to ask people for money 02:25 Funders will ask Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Patty McIlreavy, President and CEO of Center for Disaster Philanthropy. Together, we explore the intricate dynamics of nonprofit board governance, remote leadership, and the evolving landscape of disaster response. Patty shares the intentional strategies that keep her board engaged and effective, from fostering deep connections among members to balancing hybrid and in-person meetings. She highlights the importance of nurturing board relationships through regular touchpoints, in-person gatherings, and creating opportunities for meaningful interactions. As we dive deeper, Patty discusses how being a remote organization has not hindered her nonprofit's mission, thanks to the trust and alignment with funders who believe in their global vision. We also explore a compelling concept: "all philanthropy is disaster philanthropy." Patty challenges organizations to recognize that vulnerabilities in their communities can disrupt their missions, urging them to be proactive in addressing systemic challenges, even if they're not directly in disaster work. Center for Disaster Philanthropy Website Timestamps: 00:00 Introducing Patty McIlreavy, President & CEO of Center for Disaster Philanthropy 03:50 Patty's Career path and working in Africa 07:45 Leading a completely virtual organization 13:45 Getting the staff together, popping in on people, and office hours 17:12 Can leaders make the transition to virtual leading? 23:25 Having a fully remote board 28:40 Do funders care CDP is remote? 33:00 All philanthropy is disaster philanthropy 37:00 Parting words 38:35 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

As we approach the end of the year, it's time for nonprofit board members to take action and set their organizations up for success in 2025. In this episode of I 501(c) You, we dive into five essential tasks that every board member should tackle before the calendar turns. From conducting performance reviews for your Executive Director to lining up strategic priorities for the upcoming year, we've got you covered with practical advice to keep your organization on track. We'll also explore how to onboard new board members, optimize your year-end fundraising appeal, and show appreciation to your hardworking staff during this season of gratitude. Timestamps: (00:00) 5 Things Board members should do before the end of the year (00:55) #1 Performance review for the Executive Director (01:43) #2 Identify strategic priorities for next year (02:25) #3 Onboard new board members (03:07) #4 Year end campaign (03:48) #5 Give appreciation to staff Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, we speak with Joe Schaefer, an expert in employee retention and executive benefits to discuss the often-overlooked topic of retention strategies for nonprofit executives. Joe shares insights on the importance of retention plans from both board and executive perspectives, explaining how these programs can help nonprofit leaders attract and retain critical talent. Joe discusses different types of plans, including qualified and non-qualified options like 457 and split-dollar plans, and we discuss the benefits of these strategies for nonprofits facing recruitment and retention challenges. Joe also provides examples of how customized retention solutions can prevent costly turnover, especially in roles that drive an organization's mission and funding. Whether addressing board members concerned with stability or executives considering retirement, this episode highlights the value of thoughtful retention planning in strengthening the nonprofit sector. Executive Benefits for Tax Exempt Organizations Timestamps: 00:00 Introducing Joe Schaefer, Vice President - Atlantic Region for NFP  02:35 What do Board Members need to know about Executive Retention plans? 04:30 What do executives need to know about Executive Retention plans? 06:45 From recruiting to retirement 07:30 When should a retention plan be implemented? 11:30 What should boards consider when thinking about retention plans? 13:10 Split Dollar plan explanation 18:15 Split Dollar on the 990 19:10 What size organization does this work for? 20:00 How do board's start thinking about retaining an executive? 26:00 Find Joe on Linkedin 27:00 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode of I 501(c) You, we dive into the essential role of nonprofit leadership during times of crisis. With recent hurricanes impacting Florida, we discuss how executive directors and board members can maintain focus and adapt effectively when unexpected events disrupt operations. Michael shares key insights on the importance of strategic priorities, staying visible to staff and stakeholders, and making tough decisions grounded in empathy and clarity. He also highlights the power of community resilience in Sarasota and beyond, emphasizing how collective support strengthens both individuals and organizations. Timestamps: 00:00 It is great to be back! 01:05 The importance of strategic priorities 02:30 Leading in times of uncertainty 04:15 No action might be the best action

This week we discuss 3 ideas that have been on Michael's mind. Number 1 is a concept created by The Patterson Foundation called Cope, Adapt, Innovate. Second is building on our podcast from last week and that is the idea that you cannot overpay for good talent. Third is how the CEO/Executive Director can manage their board. Timestamps: (00:00) Total disruption! Thoughts and prayers for those affected by Hurricane Helene (00:40) Cope, Adapt, Innovate (02:17) You cannot overpay for good talent (03:23) CEO/ED managing their board Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, we explore both financial and non-financial strategies to help your organization retain a superstar executive director. One of the key responsibilities of a nonprofit board is hiring, supporting, and—when necessary—replacing the CEO/Executive Director. If you have a top-tier leader, it's crucial to invest in their retention, as they will likely be in high demand elsewhere. With talent being harder to come by, we'll discuss how your board can take action to ensure your executive director stays for the long haul. Timestamps: 00:00 Retaining Your CEO 01:30 #1 - Pay your CEO appropriately 02:20 #2 - Offer a bonus 02:40 #3 - Benefits and deferred compensation 04:10 Nonfinancial incentives Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Derik Timmerman, founder of Sparrow Nonprofit Solutions out of Golden, Colorado. Derik spent time in the military, serving 2 tours in Iraq before joining McKinsey & Company for 7 years. During his years at McKinsey, Derik realized he got more "soul food" from his work with nonprofits and left to start Sparrow Nonprofit Solutions. Derik provides a unique perspective on nonprofit leadership. He brings with him his knowledge from McKinsey & Co. combined with a philosophical understanding of the nonprofit sector. Together, we discuss the major differences between for-profit and nonprofit talent, and how nonprofits should rethink hiring. We also discuss earned income for nonprofits, something Derik challenges any organization to invest in, and characteristics of an effective nonprofit board member and executive director. Timestamps: 00:00 Introducing Derik Timmerman, Founder of Sparrow Nonprofit Solutions 03:50 A passion for compassion 05:20 For profits vs nonprofit in terms of talent 06:40 Why do nonprofits not invest as much in talent? 08:30 What makes an effective nonprofit board member and executive director? 13:05 What do board members need to understand about nonprofit operations? 15:18 What should a board understand about fundraising? 17:00 Current issues for nonprofit leaders 20:00 Earned income for nonprofits 24:20 Misunderstanding of nonprofit organizations and leaders 26:45 Writing The 40 Laws of Nonprofit Impact 28:40 Advice for nonprofit board members 30:10 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week we speak with Tracy Vanderneck, MSM, CFRE and author of The 60-Minute Guide to Building the Infrastructure for Successful Nonprofit Fundraising. Together, we discuss Tracy's background and her motivation for writing a book. Then, we dive more deeply into sections of the book and get Tracy's expertise on the board's role in fundraising, the development committee, and more. Buy the book on Amazon! Timestamps: 00:00 Introducing Tracy Vanderneck, MSM, CFRE 03:30 What do nonprofit board members need to understand about fundraising? 04:30 The board's role in fundraising 11:00 Why write a book? 13:10 What is “infrastructure”? 17:10 High level thoughts on technology and performance indicators 19:55 What is a culture of philanthropy? 22:25 Developing a case for support 26:00 Development committee on the board 27:45 Final thoughts on board fundraising 31:00 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak to Gerhard Toth, Business Banking Manager at GTE Financial. Gerhard currently serves as a board member for United Way Suncoast and Braden River Soccer Club. When it comes to board service, Gerhard is led by passion. He chooses organizations that he truly aligns with the mission. In this episode, Gerhard discusses the difference between 501(c)3 and 501(c)6 board service, the big decision Braden River Soccer Club made recently, and characteristics of a good board member. Timestamps: 00:00 Introducing Gerhard Toth 02:55 Why do you choose to serve on nonprofit boards? 04:40 Compare and contrast serving on UWS and Braden River Soccer Club 06:30 What is your role on the board? 10:16 How has serving on nonprofit boards helped you become a better leader? 12:10 501(c)3 vs 501(c)6 board service 13:45 Advice to potential board members 16:35 Big news for Braden River Soccer Club 20:20 In summary, it is about doing the right thing 22:20 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

As we approach episode 100, we think it is time to revisit some past episodes. This week, we revisit episode 32 with Cliff Walters. In this episode, we discuss the importance of bylaws with Cliff Walters of ​Blalock Walters, P.A.​ Cliff offers useful advice for people who are on a board or thinking about joining one. He covers important topics like how bylaws protect both the board members and the organization, explains the duties of board members, highlights risks they should be aware of, and discusses other key issues. Timestamps: 02:10 – Interview starts 02:35 – Cliff introduces himself 03:30 – The importance of bylaws 04:55 – The Articles of Incorporation 05:30 – Cliff's by-laws philosophy 07:30 – Should you change the Articles of Incorporation or the bylaws for consistency? 09:30 – Is there one area you organizations can improve upon? 10:20 – Every board member should read the by-laws 11:33 – Key parts of the bylaws 13:07 – What committees do you recommend nonprofits have? 17:55 – How should ad-hoc committees be structured? 19:45 – How should committees operate? 22:28 – Cliff's advice for board member tenure 25:29 – Cliff's advice for officer tenure 27:45 – Roles and responsibilities of the board 32:15 – Areas of risk the board should be aware of 37:25 – Advice for those who might be interested in serving on a board 39:35 – Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Linda Dale, CPA, board member, and board chair. Linda has served her community through board service for many years and is now serving as the board chair for Space Coast Health Foundation for the second time. Together, we talk about how being a CPA has led her to serving as treasurer on many boards, how understanding financials helps her execute her fiduciary duties, and advice for nonprofit board chairs. Timestamps: 00:00 Introducing Linda Dale, CPA and Board Member 04:15 Serving on a credit union board 07:05 How understanding financials has helped Linda's board service 09:00 Serving as board chair as second time 11:30 Biggest challenges of being board chair 14:30 Understanding your community 19:00 Do you recommend joining a nonprofit board? 20:50 Advice for board chairs 23:55 Final advice 25:30 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we discuss the need to have strong relationships around the board room. These relationships don't just happen at board meetings. You need to be intentional about forming relationships among your board members. This means, creating opportunities every meeting for people to get to know each other, having off-site board retreats where board members can share a meal, and remembering that just because they meet once per month, does not mean the board is getting any closer. Timestamps: 00:00 - Building and strengthening relationships among board members 01:10 - Be intentional about creating connection Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we interview Mark Gordon, nonprofit board member and Managing Editor of the Business Observer. Together, we discuss Mark's motivation for serving on nonprofits boards, what he has learned from serving on boards, 501(c)6 vs 501(c)3 service, and preconceptions about serving on boards. Mark is also the host of From the Corner Office, a podcast by the Business Observer which interviews leaders from around the west coast of Florida. Timestamps: 00:00 Introducing Mark Gordon, Managing Editor for Business Observer and nonprofit board member 03:05 Why do you serve on nonprofit boards? 06:00 Finding his voice on nonprofit boards 07:10 501(c)6 vs 501(c)3 service 09:10 What have you learned from serving on boards? 12:40 What keeps you energized as a board member? 15:10 What makes a good board meeting? 16:55 How do you prepare for a board meeting? 17:55 Advice to potential board members 20:55 Parting words - Mark's experience podcasting 22:22 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we discuss the constant nature of board recruitment. Just because you recently onboarded this year's board members does not mean you can stop. Next year will come, board members will roll off, and new members are needed to come onto the board. Timestamps: 00:00 Always be recruiting board members 00:40 Use your board matrix 01:40 Put them on a committee Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

For many organizations, July 1st marks the beginning of the new fiscal year. This is a great time to onboard new board members, energize your staff with a new budget, and strategize for the new year. In this episode, we discuss a 6-step process to identify your organization's strategic direction in 2 hours. As a board, you do not need to spend all day discussing your direction. You can get your organization's priorities within 120 minutes. Once you set the priorities, sit back and let the staff carry out your vision for the organization. Timestamps: 00:00 Identify strategic priorities for next year 01:25 Ground yourself in the mission 02:07 SWOT analysis 03:05 Aspirations 03:55 Prioritization 05:25 Step back - and hand it off to staff Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

It is the week of July 4th, a perfect time for your executive director to take a vacation. As a board member, you should ensure that your executive director is taking time off to be able to refresh and continue to drive the mission forward. Many leaders of organizations do not take adequate time off, leading to burn out and lower retention rates. Make sure your Executive Director is taking time off this week. Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Chris Williams, owner of Aginto and Advisory Board Chair of Salvation Army Manatee County. Chris came to Salvation Army first as a client, then as a volunteer, and after some time was asked to join the board and then be board chair. In this episode, we discuss how Chris approaches his board meetings, communicating with other board members and with the executive director, and Chris provides words of advice for those who may be interested in serving on a nonprofit board. Timestamps: 00:00 Introducing Chris Williams, Advisory Board Chair Salvation Army Manatee County 04:00 Why did you become board chair? 05:15 How does volunteering to lead a board help you at work? 06:22 Managing a nonprofit board 07:55 Communicating with the Executive Director and Area Commanders 10:25 How do you approach your board meetings? 11:55 What surprised you about the nonprofit space? 13:55 Words of advice for joining a nonprofit board 15:35 Shining light on an organization's mission 17:10 Last thoughts 18:45 Recapping with Read Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Last week, we discussed retaining your CEO or executive director. This week, we transition to executive succession planning. We discuss having a plan for an acting CEO, an interim CEO, and a rising CEO. Many organizations want to bring along the next leader while their current CEO is still running the show. However, not every organization has that luxury and needs to have a plan in case the CEO has to step away in an emergency. Timestamps: 00:00 Executive Succession Planning 01:20 Understanding the executive's role 02:05 3 types of succession plans Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we tackle the subject of executive retention planning. More specifically, the importance of performance plans, compensation, and bonus structure. High performers want to know how to improve, and they want compensation tied to performance. A problem comes when boards do not clearly define the CEO/ED's bonus structure or compensation plan. It is the board's role to ensure proper compensation strategy. To do this, they must also complete executive performance assessments. Timestamps: 00:00 Retention planning 01:50 The importance of performance plans 03:55 Compensation and bonus structure Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Brian Carter and Jacob Kinsel, both are CPAs at Mauldin & Jenkins. Together, Brian and Jacob provide a masterclass on the financial statements and audits for nonprofit board members. Including an overview of the 990, what boards should be aware of during the audit process, and how nonprofit boards can mitigate fraud. If you listen to any part of this episode, listen to 14:12, where Brian highlights 7 areas of the 990 board members should be aware of. Timestamps: 00:00 Introducing Brian Carter and Jacob Kinsel 02:35 What do board members need to know about the audit process? 05:00 When should an organization have a full audit? 07:20 Common misconceptions about an audit 09:00 The board's role in the audit 10:20 Should the board engage the auditor? 11:20 What is a 990? 14:12 7 areas of the 990 the board should be aware of 20:45 What is the best practice for approving the 990? 22:50 What controls should be in place to prevent fraud? 27:20 Red flags board members should be aware of 29:20 Final advice for nonprofit boards 31:30 Recapping with Read Listen to the podcast on any of the following platforms: YouTube Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Recently, I had the pleasure of facilitating a board retreat with a high performing, aligned, and productive board. In this episode, I discuss the 5 observations I have from working with this nonprofit board. Timestamps: 00:00 5 observations of a high performing board 01:20 Aligned on the mission 01:40 Understands its role 02:15 They were educated and prepared 03:00 Productive discussion 03:40 They had fun Listen to the podcast on any of the following platforms: YouTube Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week we speak with the author of "The Ultimate Guide for New Nonprofit CEOs", Brian Quail. Brian worked in nonprofits for 40 years, was a CEO for 25, and raised over $1 billion for his organizations across his career. In this episode, we focus on the 5 frameworks from Brian's book: “90 Days," “Your Team," “The Financials," “Donor Relationships," and “The Who." These 5 frameworks provide a new nonprofit CEO with the key to being a successful leader. Throughout the episode, Brian shares how he used these 5 frameworks to lead 3 different organizations over the course of his career. Contact Brian: brianquail.com bq@brianquail.com Timestamps: 00:00 Introducing Brian Quail 04:00 Inspiration for writing the book 07:55 The first of the 5 frameworks: 90 Days 13:00 Analyzing your team, framework 2 17:45 Framework 3: The Financials 22:10 Framework 4: Donor Relationships 26:40 Framework 5: The Who 33:45 Final words 35:40 Recapping with Read Listen to the podcast on any of the following platforms: YouTube Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

July 1st brings in a new fiscal year for many nonprofit organizations. As we approach this time of transition, we discuss two ways to get your new board aligned. In your first board meeting with your new board, discuss the mission. What does the mission mean to each person? It is also important to discuss what is NOT the mission. Mission creep can be a dangerous factor to nonprofit organizations. This time of the year is also a good time to identify a set of values in which each individual can adhere to. If everyone is aligned, your impact will be increased. Timestamps 00:00 New fiscal year coming on July 1 01:40 Revisit the mission 02:35 What is not the mission? 03:45 Identify the values of the organization Listen to the podcast on any of the following platforms: YouTube Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week we speak with Kerry Diaz, a former practicing attorney, turned nonprofit CEO, board member, entrepreneur, and now nonprofit consultant. Together, we discuss Kerry's transition from board member to CEO, succession planning best practices, and traits that make an effective nonprofit CEO and board member. Contact Kerry: kerryadiaz@gmail.com (561)-307-0844 Timestamps: 00:00 Introducing Kerry Diaz and her winding road to nonprofit consultancy 05:30 How did having a legal background help you in your career? 06:50 Did serving on the board help you become a better CEO? 09:00 Are you a better consultant because you have been a board member and CEO? 10:00 What are some succession planning best practices? 12:34 Who do you let know about succession planning? 15:25 Board succession planning best practices 19:30 What makes an effective board member? 20:45 What makes an effective CEO? 21:45 Board members coming from entrepreneurship 24:45 How often should a CEO/ED communicate with board members? 26:40 Board Chair-CEO relationships 27:40 Should you have personal/social friendships with board members? 30:30 Advice for nonprofit board members? 32:15 Reach out to Kerry 33:00 Recapping with Read   Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

There might come a time when a board member is not showing up for meetings, reviewing meeting materials, or being a good steward of the organization. It is the role of the board chair to step in and have a conversation with that board member. Remember, board members are volunteers, so a delicate balance has to be reached. Oftentimes, people feel obligated to fulfill their commitment as board members, but life gets in the way. People get busy. The board chair can offer a way for the board member to gracefully exit the board or step into a committee role. Timestamps: 00:00 What to do when a board member is not pulling their weight 01:35 It is the board chair's responsibility to correct board member behavior 02:50 Do not be accusatory, this is a volunteer position 03:20 Sharing a personal experience 04:20 Do not let the behavior go unquestioned 05:45 What to do when a board member does not change Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with the Honorable Adelaide “Alex” Sink. Alex served as Florida's elected Chief Financial Officer from 2007 to 2011. Prior to elected office, Alex had a 26-year career at Bank of America where she served on several nonprofit boards.  We discuss how serving on nonprofit boards helped her banking and political career, evaluating and eliminating conflicts of interest, and the power of relationships made through board service. To end the episode, Alex provides advice for how young professional women can begin giving back to their communities. Timestamps: 00:00 Introducing the Honorable Adelaide “Alex” Sink 03:55 Did the desire to give back start from a young age? 05:30 Sitting on boards during her banking career 07:40 What did you learn from serving on nonprofit boards that helped you in your career? 09:25 The importance of being engaged in the mission 12:25 If you are joining a board, you need to devote the time 16:45 Serving on boards as the CFO of Florida, evaluating conflicts of interest 19:55 Serving as the chair of Florida Healthy Kids 21:40 Difference between serving on a for-profit and nonprofit board 23:20 Advice to nonprofit board members - ask questions, speak up 26:20 What challenges should a nonprofit board member be aware of 29:00 Making connections through board service 30:20 Advice to young women about serving on a nonprofit board 33:45 Pick one thing to get involved in the community 34:40 Encouragement to be on a nonprofit board Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

A nonprofit's #1 currency is trust.  Any fraudulent activity by a nonprofit agency negates this trust. The Board has a role and responsibility to minimize the risk of fraud. This week, we discuss 10 tips for nonprofit boards to help mitigate fraud in their organizations. Timestamps: 00:00 How nonprofit boards can mitigate fraud risk 01:40 #1-3 - Establish a Strong Ethical Culture, Implement Clear Policies and Procedures, Segregation of Duties 03:05 #4-6 - Regular Financial Oversight and Reporting, Board Oversight and Involvement, Independent Audit Committee 04:20 #7-10 - Whistleblower Policies, Regular Training and Education, Monitoring and Evaluation, Lead by Example Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Hal Williams. Hal is the creator of Results 1st and the author of the new book “Put Results First”.  Results 1st helps individuals and groups focus on results in each of their functions, activities, processes, and structures. Together, Michael and Hal dive into the 4 parts of the book, including discussions on defining success before designing a program, how to improve nonprofit accomplishment, and being “achievement based.” This book will help any nonprofit organization greatly improve their program results. It all starts with asking “so what?” Results 1st website Buy the book Timestamps: 00:00 Introducing Hal Williams, Creator of Results 1st 02:50 Creating Results 1st 05:25 What does it mean to be “achievement based?” 07:25 Set targets and define success BEFORE starting a program 08:52 Tracking milestones for a program 11:40 “Hold the result constant, let the activity vary” 12:20 You need to ask “So what?” 18:10 Communicate by accomplishments 21:40 Part 2: How do you greatly improve nonprofit accomplishment? 25:30 Part 3: Practices that pull us away from our results 28:20 Board members are stewards of results 29:40 Part 4: Partnerships, Coalitions, Collaborations and DEI 34:00 How to get the book 35:35 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In recent interactions with nonprofit board members, there has been a difference in familiarity regarding the operational nuances between for-profit and nonprofit organizations. Given that many board members do not interact with the organization on a daily basis, there may be unintentional assumptions about how nonprofits operate. In this episode, we dive into the fundamental similarities and differences between nonprofit and for-profit organizations, with the goal of enhancing mutual understanding among all participants. Timestamps: 00:00 Introducing the differences between non-profit and for-profit organizations 01:20 Similarities 04:10 Differences Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Malcolm MacLeod. Malcolm is a board chair, retired nonprofit CEO, lawyer, and author of the book entitled, “The Practice of Philanthropy: A Guide for Foundation Boards and Staff.” Malcolm's book is the culmination of 19 years of experience spent as the president and CEO of the Johnson Scholarship Foundation. Those 19 years were not all smooth sailing. Malcolm had to learn by trial and error. He wished he had a reference book for leading a nonprofit. Thus, when he retired, he wrote his own. In this episode, we cover several chapters of the book, including the “Essence of Grantmaking," managing your investment managers, and a foundation's approach to values, mission, strategy, and vision. To end the episode, Malcolm provides great advice for CEOs, “trust is your currency” and to board members, “listen.” Malcolm's website: malcolmmacleodauthor.com Find Malcolm's book on Amazon Timestamps: 00:00 Introducing Malcolm MacLeod 03:10 The role of the CEO and board 04:35 The reason for writing the book, the transition from for-profit to foundation work 07:00 What do board members/leaders need to know about the "Essence of Grantmaking"? 08:35 What have you found to be solid principles of Foundation investing? 10:55 Control your investing costs 11:20 How do you keep your board informed of investment policy? 13:30 Compare and contrast your view of Governance as a CEO and now as a Board Chair 15:06 Positives and negatives of being CEO and Board Chair 17:45 How do you advise Foundation leaders to approach Values, Mission, Strategy and Vision? 20:50 Discuss your epiphany about the grantmaking process 25:20 How might a board "manage" its investment managers?  27:35 Closing advice to a CEO  29:00 Advice for a board member 31:23 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, Michael shares insights from the Florida Philanthropic Network Annual Summit, highlighting five reasons why nonprofit professionals should attend conferences. He emphasizes networking, learning, idea generation, growth through association, and team building as essential benefits. Michael urges nonprofit leaders and board members to prioritize conference participation for personal and organizational development. Join us for a practical discussion on leveraging conferences to drive nonprofit success. Timestamps: 00:00 The importance of attending conferences for personal development 01:10 Meet new people 01:30 Learning about topics of interest for your industry 02:00 Get new ideas 02:20 Growth through association 02:42 Teambuilding 03:10 Board members, encourage the CEO to pursue personal development opportunities Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Anne LeBaron, CEO of Take Stock in Children Manatee. Anne had quite the career in the for-profit world as former Sales, Marketing, HR and Recruiting manager before joining Take Stock Manatee as the CEO. Take Stock in Children Manatee is a mentor based organization that partners students with a mentor to earn a scholarship upon graduation from high school. Anne shares her experience transitioning from the for-profit to nonprofit sector including how she utilizes metrics to keep track of performance, as she did in her for-profit jobs. Anne also shares how she took her time getting to know the organization before joining the board. Lastly, Anne provides insight into navigating virtual versus in-person work. Timestamps: 00:00 Introducing Anne LeBaron, CEO of Take Stock in Children Manatee 02:20 How Anne became CEO and transitioning from Board member to CEO 05:40 Cutting fundraising events that were not worth the effort, focusing more on the mission 07:15 How Anne's experience in the for-profit sector helps with her nonprofit leadership 08:35 Biggest challenge going from for-profit to nonprofit 09:50 Balancing in-person versus online work 12:23 Anne's approach to fundraising and utilizing the board to fundraise 16:00 What does the CEO need from their board? 18:22 Advice for someone transitioning from for-profit to nonprofit 20:00 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast