Podcasts about boardsource

Radical shifts in federal funding priorities continue to create widespread uncertainty across the nonprofit sector. In today's episode, we explore strategies to build organizational resilience, collaborate with other nonprofits, and communicate effectively with donors and funders during difficult times. We also examine the unique value a consultant brings, and share key criteria for choosing the right advisor to help your nonprofit thrive. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Federal Funding Uncertainty: How to Assess the Risks and Respond Strategically https://www.ipmadvancement.com/blog/federal-funding-uncertainty-how-to-assess-the-risks-and-respond-strategically [NPFX] Advocacy Matters: Defending Federal Funding for Nonprofits https://www.ipmadvancement.com/blog/advocacy-matters-defending-federal-funding-for-nonprofits Laura Rosi, Esq. is the Chief Executive Officer at Housing Families. She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families' Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. https://www.linkedin.com/in/laurarosiesq/ https://housingfamilies.org/ Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect, a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/

313: What They Don't Tell You About Being a Nonprofit Leader (Kevin Dean)SUMMARYSpecial thanks to TowneBank for bringing these conversations to life, and for their commitment to strengthening nonprofit organizations. Learn more about how they can help at TowneBank.com/NonprofitBanking.What happens when your first day as an executive director ends in tears - and your second day requires laying off most of the staff? In episode #313 of Your Path to Nonprofit Leadership, Kevin Dean shares the raw truths about the loneliness, imposter syndrome, and burnout that often accompany nonprofit leadership. From leading a turnaround at Literacy Mid-South to scaling the Tennessee Nonprofit Network, Kevin reveals how he built his support system, learned to fundraise as an introvert, and developed a long-term career plan grounded in both lived experience and education. He offers hard-won lessons on board engagement, strategic risk-taking, and authentic mentorship - urging seasoned leaders to guide the next generation. A must-listen for navigating the highs and lows of leadership in the nonprofit sector.ABOUT KEVINKevin Dean is President & CEO of the Tennessee Nonprofit Network and a nationally recognized leader in nonprofit capacity building. His previous roles include Executive Director of Literacy Mid-South, Director of Development at Hope House, and Community Services Director at Volunteer Memphis. He holds a BA in Communications from the University of Memphis, an MA in Executive Leadership from Christian Brothers University, and a doctorate in Organizational Leadership and Learning from Vanderbilt University. A licensed Standards for Excellence consultant and BoardSource-certified in board education, Kevin has earned numerous honors, including Memphis' Top 40 Under 40, the ProLiteracy Award for Community-Based Adult Literacy, and Memphis Magazine's CEO of the Year. He currently serves on the National Council of Nonprofits board and the Federal Reserve Bank of St. Louis' Community Development Advisory Council.EPISODE TOPICS & RESOURCES Ready for your next leadership opportunity? Visit our partners at Armstrong McGuireWant to chat leadership 24/7?  Go to www.delphi.ai/pattonmcdowellStart with Why: How Great Leaders Inspire Everyone to Take Action by Simon SinekHave you gotten Patton's book? Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector – also available on AudibleDon't miss our weekly Thursday Leadership Lens for the latest on nonprofit leadership

Recently, a series of rapid-fire decisions by the Trump administration sent shockwaves through the nonprofit sector, leaving many organizations uncertain about the future of their federal grants. In today's episode, our expert panel explores strategies nonprofits can implement to assess the challenges they face and survive potential funding cuts. With insights on collaboration, donor communication, impact assessments, and advocacy, this episode offers a lifeline to nonprofits facing unprecedented challenges. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Nonprofit Collaboration: The Power of Partnership https://www.ipmadvancement.com/blog/nonprofit-collaboration-the-power-of-partnership 4 Ideas for Finding Collaborations That Expand Your Nonprofit's Reach and Impact https://www.ipmadvancement.com/blog/4-ideas-for-finding-collaborations-that-expand-your-nonprofits-reach-and-impact [NPFX] The Intersection of Organizational Wellness and Impact https://www.ipmadvancement.com/blog/the-intersection-of-organizational-wellness-and-impact [NPFX] How to Prevent Nonprofit Staff Burnout and Create a Culture of Wellness https://www.ipmadvancement.com/blog/how-to-prevent-nonprofit-staff-burnout-and-create-a-culture-of-wellness Elizabeth Silverstein has served the not-for-profit sector for more than 40 years, specializing in transformational giving, vision casting, inspiring boards, and building passionate, effective teams. Beth has been instrumental in cultivating major gifts for capital campaigns in healthcare, two presidential libraries, higher education, K-12 independent schools, and social service organizations. With an ardent passion for protecting and propelling the nonprofit sector, Beth has joined the team at VisionConnect, a consultancy specializing in strategic planning, coalition building, governance excellence, and nonprofit capacity building. A BoardSource-certified Governance Consultant, she is passionate about coaching boards toward purpose-driven leadership and crafting bold strategic plans that drive maximum mission impact. https://www.linkedin.com/in/elizabeth-reynolds-silverstein-b211b7a/ https://www.visionconnectllc.com/ Lauren Steiner is the Founder and CEO of Grants Plus, the nation's leading grant consulting firm, specializing in securing grant funding for healthcare organizations. With over 20 years of experience in philanthropy and nonprofit development, Lauren has led her team in winning hundreds of millions in funding for clients. Lauren has contributed to key philanthropic initiatives, including The Giving Institute and the Generosity Commission and formerly co-chaired the editorial board of Giving USA. She has been an avid presenter on grant-seeking topics, both in person and virtually, for AFP, Grants Professionals Association (GPA), The Giving Institute/Giving USA, the Chronicle of Philanthropy, as well as a frequent guest on podcasts including GrantStation, Blackbaud's Engage Podcast, Successful Nonprofits, and more. Lauren is known for her practical, real-world approach to grant-seeking, ensuring attendees walk away with actionable takeaways. https://www.linkedin.com/in/lauren-steiner/ https://grantsplus.com/ Anne Newland, MD, MPH has spent her career as a physician and executive in the primary care safety net. She currently serves as the Chief Executive Officer for North Country HealthCare, a federally-qualified community health center with clinics in 11 communities in northern Arizona. She trained in Internal Medicine-Pediatrics at the University of Tennessee-Memphis, served as Chief Resident for Internal Medicine at UT, and later completed a Master in Public Health degree at Harvard School of Public Health as a Commonwealth Fund Fellow in Minority Health Policy. Dr. Newland launched a community-based Family Medicine residency program in 2020 and is planning a Psychiatry residency program to train psychiatrists in rural northern Arizona. Dr. Newland has served on many community boards and, and she has worked with elected officials and other stakeholders to create new pathways to fund graduate medical education. https://www.linkedin.com/in/anne-newland-392914a/ https://northcountryhealthcare.org/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/

283: How Do You Stop the Nonprofit Board Blame Game? (Hardy Smith)SUMMARYThis episode is brought to you by our friends at Armstrong McGuire & Associates. Check them out for your next career opportunity OR for help finding an interim executive or your next leader.Are you frustrated with your board's lack of engagement or feeling like they aren't meeting expectations? Could the real issue be deeper than just pointing fingers? In episode 283 of Your Path to Nonprofit Leadership, board expert Hardy Smith explores the critical importance of building intentional relationships between nonprofit executives and their board members. Drawing from his brand new course Stop the Nonprofit Board Blame Game, he explains that board dysfunction is a symptom of deeper issues stemming from unclear expectations, poor communication, and lack of proper orientation. ABOUT HARDYHardy Smith is author of Stop the Nonprofit Board Blame Game. As a consultant and speaker, he works with organizations who want to benefit from a fully engaged board. Through board retreats, workshops, keynotes, and planning sessions Hardy provides solutions to board engagement challenges. Hardy's results-oriented approach was developed during a longtime career in the high-performance world of NASCAR racing. He has had wide-ranging personal and professional involvement with nonprofits, associations, chambers of commerce, and community groups nationwide. He is a member of the National Speakers Association, ASAE, Association of Fundraising Professionals, BoardSource, Association of Chamber of Commerce Executives, and Florida Society of Association Executives. He is a faculty member of the U.S. Chamber of Commerce Foundation's Institute for Organization Management.EPISODE TOPICS & RESOURCESReady for your next leadership opportunity? Visit our partners at Armstrong McGuireCheck out Hardy's online course: Stop the Nonprofit Board Blame GameCreativity, Inc by Ed CatmullHave you gotten Patton's book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector – Now available on Audible

The percentage of individuals giving to nonprofits has reached its lowest point in 40 years. As a result, more and more nonprofits are depending on big gifts. That's why it's vital to attract and retain the fundraisers who can cultivate strong relationships with your most generous donors. In today's episode, we examine the latest findings from AFP's 2024 Compensation and Benefits Survey Report and discuss ways to keep your best fundraisers happy (beyond a competitive salary) to sustain and advance your nonprofit's mission. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources 2024 AFP Compensation and Benefits Survey Report https://www.afponline.org/training-resources/resources/survey-research-economic-data/Details/compensation-survey NonprofitHR 2024 Total Rewards Practices Survey https://www.nonprofithr.com/2024-total-rewards-practices-survey/ Navigating the New Normal: Compensation, Benefits, and Flexibility in Fundraising https://afpglobal.org/news/mikes-message-takeover-navigating-new-normal-compensation-benefits-and-flexibility-fundraising Nonprofit Staff Retention, Part 1: Are Higher Salaries Really the Answer? https://www.ipmadvancement.com/blog/nonprofit-staff-retention-are-higher-salaries-really-the-answer Nonprofit Staff Retention, Part 2: How to Attract and Keep the Best Employees https://www.ipmadvancement.com/blog/nonprofit-staff-retention-how-to-attract-and-keep-the-best-employees Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. https://www.coltonstrawser.com/ https://www.linkedin.com/in/coltonstrawser/ Julie Trimarchi, Senior Compensation Consultant for NonprofitHR's Total Rewards practice, has over 20 years of experience in compensation for both nonprofit and for-profit organizations. Most recently, she consulted nonprofit organizations on the design and/or redesign of base pay programs, pay philosophy, pay policies and best practices. Prior to consulting, she held the position of Director of Compensation for 10 years with the Continental Division of Hospital Corportation of America (HCA), a fortune 500 company. She also worked for five years with nonprofit Kaiser Permanente as a Senior Compensation Analyst. She has also designed and delivered compensation training to various audiences, including front line leaders, executives, HR colleagues and employees. https://www.nonprofithr.com/ https://www.linkedin.com/in/julie-trimarchi-06a50b5/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/

What does it look like to enhance communities through art, partnership, and general change-making? Well, we can't think of anyone better than Maggie Strong to talk to about it. Maggie loves to work with communities to spur the change they know they need, and do so in a way that makes communities better and more beautiful for all.    About Maggie:   Maggie Strong is a community builder. She founded Strong Consulting in 2016 to help organizations and communities think creatively and act strategically. A former economic development vice president and marketing executive, Maggie has 20 years of experience in strategic planning, communications, and public engagement. She gets excited about people and data and how combining the two can empower and position communities to achieve real change with lasting impact. Maggie works with civic and nonprofit clients to research, develop, facilitate, and implement strategic plans, assessments, and communication plans. She coaches community leaders, nonprofit executives, and their governing boards on how to be more effective and impactful. Maggie brings authenticity, humor, and urgency to her work and a deep respect for all people.   Maggie holds a bachelor's degree in arts management and a master's degree in business administration, both from Quincy University. She is an expert facilitator, trained in the McNellis Compression Planning® methodology, and is certified in Nonprofit Board Consulting through BoardSource. She is a lifelong learner, pursuing her certification as an AI Consultant for Nonprofits. She has served on several nonprofit boards primarily for organizations with missions focused on young people and the arts. Maggie and her husband, Aaron, spend their time raising their kind and courageous kids, Alex, Charlie, and Cecilia, and renovating their beloved 100-year-old bungalow in their hometown of Quincy, Illinois.     In this episode, we cover:  Why art is so valuable for small towns How to embrace the subjective nature of art (and other things) for small-town development What it means to “Be the Change” in small towns Why we don't have to personally love something in order to recognize its value The power of partnership Links and Resources Mentioned: www.MaggieStrong.com (Under construction, but the new website should be up soon!) https://www.linkedin.com/in/maggiestrong/ https://www.facebook.com/strongconsultingquincy

As we lift the veil on the intricate dance of nonprofit board governance, Ken Berger and Peter York guide you through the maze of challenges and solutions that keep these crucial entities afloat. Prepare to have your assumptions about wealth and wisdom in nonprofit leadership challenged while gaining insights into the delicate balance of board member engagement, financial oversight, and strategic direction. With a nod to our global listeners, we delve into the realities of board member exhaustion and the need for expert guidance in navigating these waters.This isn't just a conversation; it explores the nuanced roles within nonprofit leadership, from the CEO to the board members, and the fine line they walk between governance and operation. We tackle the sticky issues head-on, like the influence of financial contributions on board relationships and the struggle against role confusion. We also emphasize the transformative power of data in board assessments and the significance of community representation in governance, ensuring that the voices of those served are heard in the boardroom.Finally, we wrap up with actionable steps for enhancing board efficiency and effectiveness. Resources like BoardSource take center stage as we underscore the impact of thorough onboarding, active working committees, and regular performance reviews. From the ground up, we dissect the importance of board accountability and impact measurement, concluding with the resolute belief that the true measure of a nonprofit's success lies in the positive change effected within the communities it serves. Join us on this mission to empower nonprofit boards toward accountability and impactful governance.

It seems to be a common struggle in nonprofit organizations - the complaints about recruiting qualified staff, keeping great talent, and increasing diversity in a sector where more than 80 percent of nonprofit board members are white (BoardSource). However, this may be that these leaders are focusing efforts and energies on external strategies without first assessing internal efforts. They tend to blame specific employees or larger issues because it is easier than holding themselves accountable. My guest today is Jonathan Meagher-Zayas, MSW, MPA, CFRE, CDP. Jonathan is a Queer Latinx Millennial nonprofit strategist dedicated to addressing equity issues, building capacity, engaging the community, motivating new impact leaders, and getting stuff done.  In a recent article for Community-Centric Fundraising, Jonathan discusses his experiences with racism and discrimination as a fundraiser, and presents the argument that “the real reason nonprofits continue to fail at staff retention and equity initiatives is that they refuse to address their oppression.”In this episode, Jonathan and I discuss: Jonathan's history as a fundraiser in the sector that led him to leave three full-time jobs due to traumatic experiences. Ways that nonprofits can actually make progress in these areasHow to acknowledge the ways in which oppression shows up in nonprofit organizationsHow leaders can focus on strategies leading to equitable outcomes. Connect with Johnathan on LinkedInResources:Equity Warrior Strategies | InstagramTHE REAL REASON NONPROFITS CAN'T KEEP GREAT STAFF AND 5 STRATEGIES WITH EQUITY OUTCOMES | ArticleEquity Warrior Strategies | WebsiteArdent GroupCause EffectiveTake my free masterclass: 3 Must-Have Elements of Social Media Content that Converts

May is excited to visit with Gene Takagi, the founder of NEO Law Group in San Francisco and a prolific writer for the Nonprofit Law Blog. During their conversation, they delve into the nuances of California nonprofits, exploring the differences between adhering to state laws versus federal regulations. The discussion extends to the general lack of oversight for nonprofits and the underlying reasons behind it. They also touch upon the potential pitfalls nonprofits face, whether through social media or whistleblowers notifying the attorney general about non-compliance with the law. Gene concludes the episode by sharing two crucial tips every budding nonprofit should implement.   IN THIS EPISODE: [1:40] Gene explains how he became involved in working with tax-exempt organizations [10:27] Governing documents for nonprofits in the state of California [14:50] Gene shares that there is a difference between meeting a state requirement and a federal requirement and why there is a lack of oversight [19:11] Discussion of ways the Attorney General's office finds out that nonprofits are not operating under the law [27:11] Gene says you cannot overstate the importance of a mission statement [34:08] Gene explains why the selection of your board members is critical   KEY TAKEAWAYS:  [9:47] He emphasizes the critical role of governing documents and highlights the significance of adhering to the nuanced guidelines that nonprofits must navigate [14:50] If you meet the state requirements for the 501c3, you still need to meet the Federal requirement. [24:59] It is essential to spend money on administration to stay compliant.   RESOURCES: For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel - Linkedin Neo Law Group - Website Non-Profit Attorney - LinkedIn https://www.linkedin.com/in/nonprofitattorney/   ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.   GUEST BIOGRAPHY:    Principal of NEO Law Group, Contributing Publisher of the Nonprofit Law Blog, and P/T Lecturer at Columbia University. I've been published by The New York Times, The Nonprofit Quarterly, The Chronicle of Philanthropy, and The Nonprofit Times and spoken at conferences for Independent Sector, BoardSource, the National Association of State Charity Officials, and the American Bar Association. In the past, I've served as a corporate attorney for an AmLaw 100 firm, professor of nonprofit law at USF and SMU-MN, director of the medical and behavior divisions of the San Francisco SPCA, and management consultant for a billion dollar privately held company. I'm an alum of UCLA School of Law honored to have received several awards for doing the work I love including the 2016 Outstanding Nonprofit Lawyer from the American Bar Association's Nonprofit Organizations Committee. I also serve on the boards of BoardSource and The Nonprofit Quarterly, the board of advisors of the National Center on Philanthropy and the Law (NYU), and the planning committee of the Western Conference on Tax Exempt Organizations. I previously served on the public policy committee and John W. Gardner Leadership Award committee of Independent Sector and the boards of CompassPoint, Net Impact, JCYC, Barrister Club (BASF), and Community Initiatives.

Listen in as Monika Kalra Varma, the first BIPOC president & CEO of BoardSource, and Julia Wilson, BoardSource's outgoing board chair, share powerful stories and reflections on their experiences tackling the complexities of race equity work head on as a united front at BoardSource. Together they give us a behind-the-scenes look at the intentional work of designing and cultivating a board culture that supports, sustains and advances race equity leadership: one that creates space for leaders to show up as they are and encourages “talking about the real stuff out loud” – even when it's hard. A culture that is fueled by authenticity and propelled by trust. Along the way Monika and Julia discuss the realities of leadership transitions - and especially those of historic firsts. They reflect deeply on their personal experiences and share gratitude for a journey that has been both sacred and transformational.

In this episode, we talk to Jeff De Cagna, FASAE, a respected contrarian thinker on the future of associating and associations. Join us for a conversation about how boards should safeguard their members and successors from technological harm, the importance of ethical decision-making before implementing generative AI, the need for regulation of AI and the role of associations in that policy making, and everyone's role as an AI ethicist. Show notes Jeff De Cagna FRSA FASAE, executive advisor for Foresight First LLC in Reston, Virginia, is an association contrarian, foresight practitioner, governing designer, stakeholder/successor advocate, and stewardship catalyst. In his work, Jeff advises association and non-profit boards on how they can set a higher standard of stewardship, governing, and foresight [SGF].    A graduate of the Johns Hopkins and Harvard universities, Jeff has continued his learning with the future at the MIT Sloan School of Management, Oxford University, Harvard Business School, the University of Virginia's Darden School of Business, BoardSource, the Copenhagen Institute for Future Studies, and the Institute for the Future.    Jeff is the 32nd recipient of ASAE's Academy of Leaders Award, the association's highest individual honor given to consultants or industry partners in recognition of their support of ASAE and the association community.   Additional reading: We Are All AI Ethicists Now (VSAE Blog) Association Boards and Technological Harm: Part I Association Boards and Technological Harm: Part II   To register for the VSAE Nov. 2 session with Jeff, visit here. This podcast is produced by Association Briefings.

Philanthropy is one of the most important tools for families to strengthen their communities, establish their legacy and communicate their values - both inwardly and outwardly. What happens when the organizations that receive family resources don't fulfill the donor's intent? What if the charities mean well, but aren't effective? What if the charities use the resources for something else entirely? Well, these issues came up in a big way when the Robertson Family of A&P Supermarket fame disagreed with the way Princeton handled the proceeds of a $35 million gift. Author, DOUG WHITE is going to lay out the case, explain where it went wrong, and give us some lessons on how to avoid future quagmires around donor intent. https://open.spotify.com/show/51hVAo0WB8Lp1ECeyCWZhC DOUG WHITE, a long-time leader in the nation's philanthropic community, is a 5-time author, teacher, and an advisor to nonprofit organizations and philanthropists. He is Co-Chair of the FoolProof Foundation's Walter Cronkite Project Committee and a governing board member of the Secular Coalition of America. He is the former director of Columbia University's Master of Science in Fundraising Management program, where, in addition to his extensive management responsibilities, he taught board governance, ethics and fundraising. He is also the former academic director of New York University's Heyman Center for Philanthropy and Fundraising. He has also been an advisor to BoardSource, the nation's leading organization dedicated to “building exceptional nonprofit boards and inspiring board service.” Doug has written five books: “Wounded Charity” (Paragon House, 2019) “Abusing Donor Intent” (Paragon House, 2014) “The Nonprofit Challenge: Integrating Ethics into the Purpose and Promise of Our Nation's Charities” (Palgrave Macmillan, 2010),  “Charity on Trial: What You Need to Know Before You Give” (Barricade Books, 2007), “The Art of Planned Giving: Understanding Donors and the Culture of Giving” (John Wiley & Sons, 1997) His expertise includes fundraising strategy, board governance, improving organizational processes, and ethical decision-making. Introduction and Doug's Background The Role of Philanthropy Help for Donors Help for Charities Donor Intent - The Robertson / Princeton Case The Robertsons (Descendants of Charles and Marie Robertson) Source of Wealth (A&P Supermarket Fortune) The Desire to Build the Woodrow Wilson School After JFK in 1961 The Gift- $35 Million in 1961 (Robertson Foundation: > $900mm in 2008) The Mistake in Structuring (and codifying) the Gift Where did Princeton veer off course? Funds used for other purposes The Conflict between Charity and Family when the Patriarch Died The Expense ($45mm in legal fees by both sides!) Princeton's Explanation: Good practices for families making the gift (and monitoring it) Establishing and Codifying Donor Intent Balancing Rigidity and Flexibility around terms and uses of the gift Drawing up a Binding Agreement Communication (Oversight at the Charity and the Family) Performance Metrics Accountability Structures and Procedures https://www.amazon.com/Abusing-Donor-Intent-Robertson-University/dp/1557789096 DOUG's CONTACT INFORMATION https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

The release of the Giving USA 2023 annual report sent shivers through the nonprofit community with its finding that total charitable giving had declined for the first time since 2009. In today's episode, we look behind the data to share key insights and advice for how nonprofits can navigate changes in donor behavior, weather an uncertain economy, and find creative opportunities to boost fundraising and membership. Free 30-minute fundraising consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Why Monthly Giving Matters for Every Nonprofit Organization https://www.ipmadvancement.com/blog/why-monthly-giving-matters-for-every-nonprofit-organization Planned Giving: The What, Why & How of Legacy Fundraising https://www.ipmadvancement.com/blog/planned-giving-the-what-why-how-of-legacy-fundraising Donor-Advised Funds — Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/blog/donor-advised-funds-making-dafs-work-for-your-nonprofit Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. https://www.coltonstrawser.com/ https://www.linkedin.com/in/coltonstrawser/ Samantha Timlick, vice president of client services for IPM Advancement, provides subject matter expertise that covers all aspects of client and project management including direct mail, telemarketing, and digital campaigns. Since 2007 she has managed renewal, appeal, and acquisition programs encompassing more than 200 million total recipients. https://www.linkedin.com/in/stimlick/ Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.

219: Building a Career in the Nonprofit Sector (Amie Dugan)SUMMARYAre you prepared for the hard work the nonprofit sector requires? Working for a mission you believe in can certainly be both rewarding and fulfilling, but many well-intentioned individuals are surprised by the realities of being a professional in the sector. In episode #219 of Your Path to Nonprofit Leadership, we talk with a seasoned nonprofit leader, Amie Dugan, about what it truly takes to build and sustain a successful career in the philanthropic sector. Amie discusses specific skills and attributes found in leaders that naturally draw exceptional talent to follow and learn from to advance their missions.  ABOUT AMIEAmie Dugan's 27+ year career and experience in the nonprofit sector encompasses working with missions and organizations ranging from the grassroots to international levels. She currently serves as Vice President, Organizational Development for Special Olympics North America and leads the Organizational Development team which provides guidance and oversight to all SONA Programs in the US, Canada and the Caribbean), guiding the operational and programmatic advancement, excellence, and sustainability. She also served as VP of Marketing and Communications - a role she established. She began as a Special Olympics volunteer in 1994, and was inducted into the Special Olympics Florida Hall of Fame in 2011. Prior to Special Olympics International, she worked for Special Olympics Florida, the Walt Disney World Company and the Juilliard School of Music. Amie is an instructor, consultant, and curriculum developer for the nonprofit governance certificate program and custom consultation programming at The Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College. She is a BoardSource certified nonprofit consultant and is a WISE (Women in Sports and Events) Within mentor, on the Board of Directors for Girls on the Run (Central Florida), and is a member of the Greater Orlando Organizational Development Network.EPISODE TOPICS & RESOURCESAmie recommends reading anything by Brene BrownHear more from fellow Special Olympics leader Keith Fishburne in episode #129Ready for a Mastermind?  Learn more here!Check out Patton's book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector and watch for the audiobook coming soon!

My guest for this episode is Carol Hamilton. Carol is the Principal of Grace Social Sector Consulting, LLC, and host of the Mission: Impact podcast. She helps organizations and teams become more strategic and innovative for greater mission impact. She provides organization effectiveness consulting, meeting design and facilitation, and training to organizations and is adept at doing so both in person and online.   A strategic thinker, Carol works with teams and organizations to envision and frame their future strategic direction. Practical in her approach, she helps organizations think through who is key to creating their future, how to gather insights from these stakeholders, consider the big picture, imagine new possibilities, come to an agreement on their future goals, and create an action plan to get started. She takes a human-centered, strengths-based approach in her work with an equity lens. Carol developed cultural humility while growing up overseas. She has since deepened her intercultural fluency through study and work abroad, including helping develop an assessment of cultural competence. She is also part of a consultant collective focused on diversity, equity, and inclusion that has a particular focus on racial equity, All In Consulting.   Carol has more than 30 years of experience in the nonprofit and association sectors, working at human service, conservation, and education organizations with a range of missions. Carol speaks and frequently trains on nonprofit leadership, strategy, and innovation topics. She is a nonprofit Standards for Excellence Licensed Consultant and trained with BoardSource. She graduated from Swarthmore College and has her Master's in Organization Development from American University. Here's what to expect during the episode: What does "DEI" stand for? Why is DEI important in today's society? What are some of the main challenges nonprofit organizations face when starting to integrate DEI? How can organizations effectively incorporate DEI considerations into their strategic planning process?  What are the first steps an organization should take when integrating DEI principles? Connect with Carol Hamilton! Websites: http://www.gracesocialsector.com/ Podcast: https://pod.link/missionimpact LinkedIn:  https://www.linkedin.com/in/carol-hamilton-0052b71/ Link for Effective Board Orientation Checklist - https://www.hilandconsulting.org/boardorientationchecklist.  Mary's book is available on Amazon or wherever books are sold:  Love Your Board! The Executive Directors' Guide to Discovering the Sources of Nonprofit Board Troubles and What to Do About Them. Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated!   Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on  Facebook. Connect with Mary! LinkedIn: https://www.linkedin.com/in/maryhiland Inspired Nonprofit Leadership Facebook Group: https://tinyurl.com/inspirednonprofitleadership Company Facebook: https://www.facebook.com/hilandconsulting Website: https://www.hilandconsulting.org  

I'm Ellen Bernstein-Ellis, Program Specialist and Director Emeritus for the Aphasia Treatment Program at Cal State East Bay and a member of the Aphasia Access Podcast Working Group. AA strives to provide members with information, inspiration, and ideas that support their aphasia care through a variety of educational materials and resource I'm today's host for an episode that will feature Kathryn Shelley, former Aphasia Access President and co-founder and current Grant Director for the Aphasia Center of West Texas. Kathryn was our guest for episode #1 of the Aphasia Access Conversations Podcast and we are delighted and honored to invite her back to be the guest on this 100th episode of our Aphasia Conversations Podcast. We'll discuss financial sustainability of Life Participation programs across a variety of settings, with a focus on best practices for fundraising. Guest bio   Kathryn Shelley has over 30 years' experience in nonprofit management, board leadership, strategic planning, marketing, and fundraising. She is co-founder, prior Executive Director, Marketing & Development Director, and currently the Grants Director for the Aphasia Center of West Texas, one of the earliest community-based nonprofits in the U.S. to incorporate the Life Participation Approach to Aphasia. Prior to her father's stroke in 2001 and his resulting aphasia, Kathryn was lead designer and co-owner of a marketing and graphic design firm in Austin Texas. Listener Take-aways In today's episode you will: Hear how two events involving chocolate and rock and roll have grown awareness and funds. Find out how typical stages of organizational development might influence your fundraising capacity. Gain practical tips for sharing the impact of your aphasia program to help raise awareness and funding. Learn about some resources available for supporting your nonprofit know-how. Show notes edited for conciseness and clarity Ellen Bernstein-Ellis So, Kathryn, I want to give you a shout out and just a great big welcome. It took 100 episodes, but thank you for coming back. Kathryn Shelley Thank you so much for having me, Ellen. Ellen Bernstein-Ellis  01:24 Absolutely, I was glad to introduce you. You've done so much and have worn so many different hats, Kathryn, and I'm excited to get to have a discussion with you today. So again, welcome. Kathryn Shelley  02:20 Thank you. Ellen Bernstein-Ellis 02:21 We like to start off the episodes with a fun question. Can you share an Aphasia Access favorite resource? Kathryn Shelley  02:33 Well, it's a hard pick, there are so many. But let me tell you about the one that I'm involved in right now - top of mind. It's an online certificate and badge course, E-badge course, called Person Centered care, Life Participation Approach to Aphasia series. Aphasia Access just launched the first in that series called The Life Participation, Knowledge Course. It's so much more than a webinar. It's contemporary, and it's how you interact with each of eight modules. You earn .25 CEUs, and at the end you receive a clickable E badge which takes anybody, an employer, your peers, if you have that in your email signature, to a site that shows everything that you did to earn that badge. It's so contemporary and so comprehensive, and it will give someone a foundational understanding of the Life Participation Approach. I'm loving working with Melinda Corwin and Nina Simmons-Mackie, and just the entire team of subject matter experts. The reviews are coming in from both professors teaching the next generation and current speech pathologists that it is really fantastic and very, very helpful. Ellen Bernstein-Ellis 04:06 We can also point our listeners to Episode 92 to learn more about this course, because we actually interviewed Melinda and Brooke Hallowell. So that's another place they can go to learn more.  Can you explain to the listeners how they can access the course? Kathryn Shelley  04:27 On AphasiaAccess.org, you'll see the link on the homepage that will take you over to our new Academy, which is the platform where all of our interactive courses are. It's an easy sign up to be on that platform, and then you'll see the course right there. Ellen Bernstein-Ellis  04:48 That's great. Thank you. I don't blame you for picking that today for a favorite. To celebrate this 100th episode, I was wondering, Kathryn, if I could ask you to share with our listeners the backstory to the start of this podcast. Just a little insider history. Kathryn Shelley  05:07 Sure. Let's see. It was Nina Simmons-Mackie and I in a daydreaming conversation wondering how to reach busy professionals with a free product to connect them to the wealth of practical tips and information that is available through all the people that make up Aphasia Access. It was Nina who said, “How about a podcast, people wouldn't have to carve out work time, they can listen in a car, or on a  walk, anytime.” And then we brainstormed who might entertain heading up this new endeavor and be the type of person others would say yes to. So Ellen, I was simply the one fortunate enough to pitch the idea to you. So it's really you and the amazing podcast team that made it happen and keep it going. Ellen Bernstein-Ellis  06:01 Thank you. Those are very, very kind words, and very appreciated. I just have to give a shout out to my colleagues who have been part of this collaborative team along the way, the whole 100 episodes. Nidhi Mahendra, Katie Strong, Jerry Hoepner, Janet Patterson, and Alyssa Rome. They've all contributed to this podcast so much and they are a joy to work with. And of course, I have to thank Todd Von Deak, Jess Campbell and Lisa McCracken, of Aphasia Access, who make sure we have all the logistical support in place. And one more thank you, and that's to the 100 plus guests. Just thank you for sharing your stories and your incredible work with our listeners. You know, maybe one more thank you, and that's to the listeners, because we just so appreciate the support. Thank you for sharing the podcast with your colleagues and your students. We are excited to see it grow. Kathryn Shelley  06:53 You told me that there's over 102,000 downloads that have been verified. So how cool is that? Ellen Bernstein-Ellis 07:02 We've been amazed to see that it's being listened to in over 50 countries. We've just been really excited and honored to be part of this. So thank you. And again, I'm glad you're here today. We didn't get a chance to describe your Aphasia Center very much when you were interviewed for episode one. You did share the why though, how your dad's own experience with aphasia was an important part of the story for starting the Aphasia Center at West Texas in Midland. You are a co-founder of that center and it's celebrating its 20th anniversary. That's a really special milestone. Maybe you could share a little bit about what your center looks like today. Kathryn Shelley  07:45 Sure, we're in a standalone building. We have multiple groups three days a week. Conversation groups are the backbone. Additionally, we have raised bed gardening, cooking, computer lab, and woodworking. All the groups are ever changing through the years according to the interests of our members. We've had book clubs, singing, photography, art,. Until COVID, we had a very active out and about program, which got people out of the center going to field trips to local museums, nature preserve, restaurants. We're all so glad it's starting to ramp back up. Ellen Bernstein-Ellis  08:25 Sounds like amazing programming. I just have to acknowledge the 20th. It's a special milestone and really something to celebrate and an opportunity to reflect. Kathryn Shelley  08:35 Yes, it definitely is. And I'm really humbled and proud that 20 years later, that the spirit of the place, the spirit of the Aphasia Center looks and feels really as vibrant as it did during our startup years. I think that vibrancy remains so contagious, because we continue to serve our mission, which is to walk alongside aphasia survivors, who thought their life was basically over, then watch that depression evolve into hope and a pathway to embrace life again. So it really continues to be those real life stories that keep our staff, our volunteers and our investors so energized. I think in terms of today's financial sustainability topic, at 20 years, that looks different than in the very beginning, because we have investors that have now been with us for decades. They've guided us through the stock market crash of 2008. And then when we outgrew our early meeting spaces, to launch a capital campaign and buy a building. There are people who have stepped up through COVID. So we've really grown into our mature stage of development and our reputation certainly helps us attract and sustain these long term relationships. Ellen Bernstein-Ellis 10:05 Kathryn, your center works really hard at cultivating grant support and building a donor base. But I really want to share with the listeners some of the stellar annual events that are associated with your center. I certainly have been watching this infamous Chocolate Decadence event that you host prior to Valentine's Day each year. I'm really just in awe of your center's ability to create these events. Could you share some tips on how you build a successful team to take on something like this and how the members of your center are involved? Kathryn Shelley  10:43 Sure. The first thing I would say is do not attempt this in year one. Events, special events, just take so much staff time and volunteer effort to put on. Chocolate Decadence started in our fourth year, when I would say we were entering our adolescent stage of development. Our donor base and our database was growing. We'd populated our board by then with people in media and marketing plus leaders in business and health care. Word was getting out in more and more spheres about us. Invitations to speak were on the wise, and that's when a generous woman with a long history of philanthropy and volunteer service presented her idea to our board. She came to us and to our board and said that she had just attended a chocolate themed fundraiser in another state, and that she thought it would do well in our region. And then, of course, everybody was over the moon at that idea. And she said, if you're interested, I'll chair the first year. She brought her own volunteers in the beginning, then it evolved from there with friends of friends, and it kept going. So at this point, Chocolate Decadence continues to be an elegant night, and it raises around 40% of our general operating funds. It is the gift that keeps on giving. Members do attend the event too. What's more life participation than that? One of the really dear things is that a family of one of our very loved founding board members who passed away knew what the center meant to their mother. That family underwrites the cost of the member tables as a way to honor their mother. Ellen Bernstein-Ellis  12:42 That is fabulous. What a great way to bring the community together and have the stakeholders be part of a really important night. So that's great. And it sounds to me like you're saying these events just take quite a team, like you need a cadre of volunteers. Kathryn Shelley  12:58 That's exactly right. We certainly have a large number of terrific volunteers who show up that night to help. One thing that I've seen really talked about in the volunteer world is that trends have changed over the last 20 years. And, of course, more after COVID. So there used to be a generation of community volunteers who made volunteering their job. And they served on lengthy committee tasks. They really took care of so many things about Chocolate Decadence. We've not seen a new generation that has that level of flexibility today. So I have to say Chocolate Decadence has streamlined by switching to a more full service venue and contracting out a lot of what volunteers handled before. Ellen Bernstein-Ellis 13:53 Yeah, I think I've noticed that too. And some of the other organizations that I've been involved with have noted this kind of change in trends of how you have to utilize volunteers. Kathryn Shelley 14:02 That's true. That's very true. Ellen Bernstein-Ellis  14:05 Well, I know that Chocolate Decadence is just an amazing event. It has chocolate, so you're off to the races with that.  But you also do a concert, could you share a little bit about what that looks like? So I think that's a summer gathering. Is that right?  Kathryn Shelley  14:21 That's  right. And the Aphasia awareness concert is a different goal. Its main goal is awareness. So yes, it's an outdoor event with a fun tribute band. General Admission is free. So this year, you'll feel like you're witnessing Elton John in his early years. Ellen Bernstein-Ellis  14:40 Oh, now that's great. Kathryn Shelley  14:43 Yeah, so during the concert, we raise awareness about aphasia, how it impacts people, and that there's an Aphasia  Center to help. The cost of the band is entirely underwritten by sponsors. And then because it's a free event, our television newspaper, and radio stations, trade or greatly reduce the cost of airtime for all the advertising. So it's a win-win as the media and a number of businesses want to have their names on the stage banners seen by that audience that night. It's usually a couple thousand people. Both of these events are just great ways for Aphasia Center members and families to get out of the house and participate. The fundraiser of Chocolate Decadence and the awareness raiser of the Concert are our two yearly events. Ellen Bernstein-Ellis  15:37 Both of them build community in their own way.. That's fabulous. Today I've been thinking about how we're going to talk about this. And whether you are a community based center, a university, or even a hospital program, sustainability has several pillars, and I am so glad that you kindly agreed today to address one of those pillars, specifically financial sustainability. I'm particularly grateful for this chance to learn from your expertise, Kathryn, because most SLP training programs rarely offer instruction on program development and management. Yet, we are frequently motivated to launch programs to meet the needs of the community we serve, and we often learn as we go. But this lack of knowledge might be a barrier to someone wanting to start a program. You mentioned during our planning meeting that there's a fundraising framework that involves understanding the organizational development stages, and you've already started to sprinkle our conversation with those words. Could you explain those stages to the listeners? Kathryn Shelley  16:44 Sure. So the typical stages, particularly in nonprofits, and I think they overlap to other settings, are often called infancy, or startup, adolescence and maturity. Most every organization or a program begins with a compelling story by someone who is smack in the middle of that story. So if we think about Jodi Morgan, who is a huge hearted speech pathologist in Jacksonville, Florida, she went to a crowdsourcing campaign populated with video clips of people with aphasia, answering what an aphasia center would mean to them, when they didn't have one to go to. Then, that led to starting the Brooks Aphasia Center. And of course, my own story is as a panicked daughter, who only saw a dismal life ahead for my father, and frankly, an overwhelming life for me. So the first thing I did was call around to get advice on who was one of our region's most respected SLPs. Over and over, I was given the name Beth Crawford. And so it was Beth and I on the original staff, and Beth remains the program director today. Ellen Bernstein-Ellis  18:00 That's fabulous to have that type of continuity and partnership. Kathryn Shelley  18:04 Absolutely. And then at the very beginning, the other person that's from that original staff, is Shun Kelly. She came on board as a CNA in our earliest days. All three of us are still there, 20 years later. But the startup stage of a new program is so often started by the people who are deeply affected. And, you know, there's a strong sense of ownership and often entrepreneurial staff emerges from the founders. So your nonprofit board of directors in those early stages is often more of a programming board, consumed with all the details of delivering service and creating those services.  Ellen Bernstein-Ellis 18:49 Okay, so that's what the startup looks like, or the infancy stage. Let's move on to adolescence. Kathryn Shelley 18:56 It can be a little rocky, like the usual stage. When you move further into the adolescent stage, the conversations, of course, have evolved to how to ensure the well-being and the longevity of the organization. For a nonprofit, that's the stage where recruitment needs to happen to transition from the founding programming board to a governing managing board. This is where I've seen organizations falter and get stuck at this stage if their leadership team remains homogeneous. Even more so if staff isn't equipped or unable to dedicate the time needed for financial well-being. This is where expanding to experts in fund development, social and broadcast media, and corporate and healthcare leaders can really open new spheres of expertise and influence. Then of course, I'm thinking about if you are housed within a university setting, fundraising people are typically already in place within the Office of Advancement. Of course, that's where you're going to really keep that relationship, hopefully, top of mind. You are supplying good stories of the impact that you're making, so that the advancement office team is able to communicate those stories as they're doing fundraising for the university and your program. Ellen Bernstein-Ellis  20:41 How about moving on to the mature stage? Tell me a little bit about that. Kathryn Shelley  20:49 So yes, so the mature stage is where the governing managing board transitions to a true governing fundraising board. If you've already brought in a variety of skill sets in the previous stage, then it's more board members with high influence that are really more easily recruited. It's important to also keep the advancement officer with those news stories, and to keep your board just inspired with the stories of what you do. Ellen Bernstein-Ellis 21:26 If you happen to be an SLP, who is new to these types of concepts, is there a resource you can recommend to learn more? Kathryn Shelley 21:37 Absolutely, there's so many. I have to say that, at heart, I'm an introvert. Just the thought of asking for money makes my palms sweat, and it just feels rude.   Ellen Bernstein-Ellis 21:51 Okay, I have sweaty palms too. Kathryn Shelley  21:55 But here's the thing. There are so many learning opportunities out there. I've taken advantage of so many that have been provided in our region, and that I could find online. Now, of course, Aphasia Access is full of people who have started small to large programs within all types of settings. Ellen Bernstein-Ellis  22:17 That's a great point. And that's part of the strength of that community. For sure. Kathryn Shelley  22:21 Absolutely. And I can tell you that even at the Aphasia Access Leadership Summit, this March, there's a roundtable session called “Show Me the Money”. There's a community of people, speech pathologists, you know, all waiting for you. Then, also, Aphasia Access is launching a new mentoring program, and it's a great place to get one on one advice about all kinds of topics. That's within Aphasia Access. Then I would suggest searching the internet to see if there's a Nonprofit Management Center near you, because they're scattered across the country. They are a treasure trove of local resources. Importantly, they typically have a foundation search directory available to search funders by state ,region or interest area. They're a great local resource. Lastly, I'd recommend two things, the National Council of Nonprofits, and BoardSource, both premier organizations with lots of resources. Ellen Bernstein-Ellis 23:29 That's great. You mentioned local resources and I'm sure some of these have great online resources to support and get you the knowledge you need to start this process to successfully implement these new programs, whether they're small or large scale. In terms of capacity building, when we had our planning meeting, you mentioned something that really resonated with me and I want you to bring that back up. It's about expectations and time. I was wondering if you would share that with the listeners? Kathryn Shelley  24:07 I've had such good fortune to come to know speech pathologists, just top of the line people wanting to change the world. I know how hard you all work and you all are in the life transformation business, helping people with complicated lives. It seems to me unrealistic to expect the same people running programs to also carry the major weight of fundraising, because what I know is that grant applications and a diversified fundraising strategy are a specialized skill set that can certainly be a full time job. Lots of foundations offer what they call capacity building grants. I would suggest prioritizing the cost of a skill development person, on contract or on staff as early as possible, that will really free you up to tend to the people and create the programs that you're trying to create. Ellen Bernstein-Ellis  25:13 I think you're speaking to the “it takes a village” model.  Kathryn Shelley  25:19 So, absolutely and there's only so many,many hours in the day, right? Ellen Bernstein-Ellis 25:23 Well, let's then talk and offer our listeners some tips for implementing financial sustainability best practices, because I know that's really important to you. Where would you like to start? Share a best practice and then a tip to go with it. Kathryn Shelley  25:38 Okay, so always, the first best practice, in my mind, is capturing the human story. And the tip I would offer, especially in the age we live in, is to make sure you're sharing the real plight of people with aphasia in their own words, because it helps others understand the impact of your dream, instead of just feeling like you're there begging for dollars. So take out your cell phone, ask people with aphasia and their loved ones, what it was like before you came along, how their life has changed, or would change if they had-- fill in the blank-- the aphasia friendly book club or an aphasia camp or the program at that university. Video now is so low cost it's really a level playing field for anyone wanting to launch a dream. So take those videos and then strategize where best to share those stories. Ellen Bernstein-Ellis 26:37 Well, that's a real doable tip, I think. And I want to recommend to our listeners, just visit the Aphasia Center of West Texas website, where you feature some compelling member stories. And do you have any lessons or tips about how you selected those stories? Kathryn Shelley 26:55 Not so much about how we selected them. I remember one time, we literally just set up the studio, we did hire a professional videographer, but we just hired him for two and a half hours. And then we asked anybody that wanted to come in to just have a seat. And we asked them about life before us and what difference we make. What spontaneously came out, in gestures, we of course, had some aphasia friendly tools sitting there if they needed those, but it's so powerful, what people will communicate if just given the chance? Ellen Bernstein-Ellis  27:39 Well, I think the first time I went to your website is because Audrey Holland said that everybody should listen or watch Ann's story. I think that's still up on your website. Is that right? Kathryn Shelley It is. Ellen Bernstein-Ellis So Ann's story. Kathryn, would you like to share another best practice? Kathryn Shelley 27:57 The second one I always think of is to utilize your regional resources. A tip is to find the Community Foundation closest to you. There are, I know, over 700 scattered across the United States. And my understanding is that something similar exists in a lot of countries. So in our country, a Community Foundation is a public charity that typically focuses on supporting a geographical area. They support local nonprofits and educational institutions. If you're a university, it would be through the Office of Advancement because that usually is a 501 C3 arm of a college or university. Whether you're going with someone or setting up the appointment yourself, the main point is that the Grants Officer at a Community Foundation wants to talk to you, they really do. This is their mandate, to fund new endeavors and sustain good causes in the community. So they have donor advised funds, endowments, scholarships, field of interest funds, giving circles and more. And they're all about making good things happen, especially for marginalized populations, like people with aphasia, Ellen Bernstein-Ellis  29:18 Right, that's great to have something tangible like that, that we can find in all of our communities. Do you have a third best practice you can share? Kathryn Shelley 29:27 Sure, the third best practice I think, is to create a strategy to continually expand relationships and the possibility of donors. It's really about beginning relationships, not knowing where they might lead. So for the Aphasia Center of West Texas, we host what we call “Talking and Tour” three to four times a year. We have chosen after people get off work before they go home, as a happy hour type event. They know from the flier that we will not be asking for money. We do show people a video featuring a variety of our members with aphasia sharing the impact of our services. It's around eight minutes long. And then our executive director Kitty Binek, shares about our events, a bit about our program, our board of volunteers. We make sure that we invite key people in town, such as realtors, ministers and rabbis, financial planners, and business people. Our board is responsible for bringing guests as well. It's really a place to cultivate a beginning relationship and an awareness of aphasia and what we do. We've certainly gained volunteers and donors in the process, but regardless, we find people are really inspired when they leave.  Ellen Bernstein-Ellis  30:55 I think you're pointing out the importance, that's in the literature on financial sustainability and healthcare innovation, of identifying your champions. That is an element that seems to be mentioned in numerous articles. You have to find the person who's motivated to support your program, whether you are at a university or community nonprofit. I remember an early episode with Janet Whiteside, Episode 17. She spoke about how the dean of her university asked her to share her dream. He wanted to know what it would be and then when he heard it was about building this Aphasia House, he was committed to raising the funds that would open the doors to this dream. That was just so inspirational, that type of partnership and championship. Any tips around identifying your champions? Kathryn Shelley 31:50 Sure, if I go back to the beginning, like Janet Whiteside and Jodie Morgan, all of us listened to our heart's desire to make a difference. And then we started talking to others. For me, there were a couple of community people that listened to me talk. And I was just talking everywhere I could think. What happens when you start talking, is that the power of good in the universe does open doors. In addition, you find the dreamers who came before you. So Aphasia Access, and the Aphasia Institute are great places to find community. But if you start talking in your own community, it really is contagious. I do think that the world does start opening up to you, Ellen Bernstein-Ellis 32:47 That's really inspirational advice. It just really goes to the heart. And I really appreciate this conversation today, because fundraising and finances can be very scary and today, you've made it feel so much more doable--lead by what's in the heart, and I really appreciate that. So thank you. Is there anything else you haven't had a chance to cover that you just wanted to share with the listeners? Kathryn Shelley 33:15 The one thing that I haven't mentioned that I have used in fundraising, and in populating a request for media or anything like that is I've been using the Aphasia Access State of Aphasia Report. I really am not trying to continually go back, but it is unlike anything I've ever seen. Instead of finding statistics, and all kinds of things in all kinds of places, all those stories and statistics, so much of what we all need to populate grant proposals and give them media sound bites is all in there. It's so worth it. Ellen Bernstein-Ellis  34:00 I personally have also had an amazing experience with that as a resource for multiple tasks. And I just want to let our listeners know that recently in December, I think it was episode 96, we actually featured Nina Simmons-Mackie and Jamie Azios, telling us about how they're updating the report and what it's going to look like next. That is absolutely exciting. I am so grateful that that will soon be in our hands as well. So thank you for bringing that up. It's time to wrap up this episode. But I must ask you one more thing, Kathryn, and this is a fun one for me. If you had to pick only one thing we need to achieve urgently, as a community of providers and professionals, what would that one thing be for you? Kathryn Shelley  34:50 I think that's easy. For me, I say this with the greatest respect, but I do think it's diversification. It really is. Is my observation over these 20 years that if the condition of aphasia is going to become a household word, and if services are really going to reach the people who need them, then we must take our passionate storytelling selves and invite experts in marketing and fundraising, broader healthcare and community leaders who have the expertise and can help open more doors to other communities of influence. Ellen Bernstein-Ellis  35:29 That sounds really important, easier, maybe easier said than done, but absolutely essential. So thank you. Thank you for being part of the podcast today, number one and number 100, Kathryn.  Kathryn Shelley  35:42 Thank you so much. Ellen Bernstein-Ellis 35:42 Our pleasure. I'm gonna thank our listeners as well. And for references and resources mentioned in today's show, please see our show notes and they're available on our website, www.aphasiaaccess.org. And there you can become a member of our organization, browse our growing library of materials and find out about the Aphasia Access Academy that Kathryn described at the start of the show. And if you have an idea for a future podcast episode, email us at info at aphasiaaccess.org For Aphasia Access Conversations, I am Ellen Bernstein-Ellis, and just thank you again for your ongoing support of Aphasia Access References and Resources Aphasia Center of West Texas, https://aphasiawtx.org/ Aphasia Anecdotes including Ann's story (from website) https://aphasiawtx.org/about-us/ Brooks Rehabilitation Aphasia Center: https://brooksrehab.org/services/aphasia-center/ Aphasia House, University of South Florida: https://healthprofessions.ucf.edu/cdclinic/aphasia/ State of Aphasia Report, Aphasia Access: https://www.aphasiaaccess.org/reports/ Board Source, https://boardsource.org Nonprofit Management Center, https://www.nmc-pb.org/resources National Council of Nonprofits, https://www.councilofnonprofits.org/ Nonprofit Life Cycle, https://speakmanconsulting.com/resources/nonprofit-lifecycle-matrix.pdf      

 My guest today is Debra Box. Debra is the Principal and Founder of In the Box Consulting. Prior to developing her consulting business, Debra led and developed the business model for Support KC, a nonprofit shared service organization that provides accounting, fund development, governance, and strategic planning services to nonprofits in the Kansas City area.   Debra has worked closely with hundreds of nonprofit leaders to help them find creative ways to leverage resources and better utilize their skills and time.  In addition to coaching nonprofit executives, Debra has worked with boards to help them develop meaningful governance structures.  She works closely with both boards and staff to help them define their missions and communicate how their mission impacts those they serve.   Debra's certifications include governance consulting from BoardSource and a certificate in facilitation.  Her education includes a BS in Business Administration from the UMKC Bloch School and a master's degree in human resources with an emphasis on Organizational Development from Ottawa University.   Here's what to expect during the episode: ·         What is capacity building? ·         How can a founder leverage their leadership?  ·         What are some significant challenges every founder face? ·         How can an organization benefit from outsourcing? ·         Why is it important to build diversity, inclusion, and equity in an organization?   Connect with Debra Box! LinkedIn: https://www.linkedin.com/in/debra-box-1a314a8/ Email: debra@intheboxconsult.com   Get your free guide: Create Your Own Weekly Renewal Plan in 3 Easy Steps. Go to: https://www.hilandconsulting.org/request-weeklyrenewalplan.   Mary's book is available on Amazon or wherever books are sold: Love Your Board! The Executive Directors' Guide to Discovering the Sources of Nonprofit Board Troubles and What to Do About Them.   Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated!     Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on Facebook.   Connect with Mary! LinkedIn: https://www.linkedin.com/in/maryhiland Inspired Nonprofit Leadership Facebook Group: https://tinyurl.com/inspirednonprofitleadership Company Facebook: https://www.facebook.com/hilandconsulting Website: https://www.hilandconsulting.org  

How do you stand out?Forrest Tuff is a visionary leader and multi-award-winning professional dedicated to excellence and helping others to achieve the same. He finds avenues to engage the business community, citizens, and youth through his personal, entrepreneurial, and philanthropic endeavors.He is the Founder and CEO of One Vision Productions, an award-winning multimedia and branding agency whose clients range from small businesses and government agencies to film studios and Fortune 100 corporations such as Coca-Cola, 20th Century Studios, Centers for Disease Control and Prevention (CDC), and the Woodruff Arts Center.Recognized among Atlanta's Most Powerful Leaders, and the Top 100 Transformational Leaders by the John Maxwell Team, Forest is a Master Life Coach, Master Certified Motivational and Accredited Speaker. He delivers keynotes and training workshops throughout the US and abroad. He helps entrepreneurs, leaders, professionals, and speakers prepare for public presentations, business growth, and high-potential opportunities.Forrest is also an accomplished children's author and producer. He was a finalist for the Georgia Author of the Year Award and trademarked the term Filmpreneur®. His portfolio includes commercials, documentaries, short and feature films, music videos, podcasts, and television shows.Forrest received a Leadership Certificate from BoardSource and is a 3DE Schools by Junior Achievement Business Coach, FBI Citizens Academy and United Way of Greater Atlanta VIP Alumnus, and former SCORE Business Mentor. He created a Pay It Forward program, which annually awards a grant to a nonprofit organization and is a recipient of the Outstanding Georgia Citizen Award and President's Call to Service Award.A Georgia native, Forrest is a devoted family man and former Division I athlete that was inducted into his college's Basketball Hall of Fame.Listen as Forrest shares:- how communication skills help in the growth of the organization- how to be an effective public speaker- how to prepare for speaking engagements- the 3 key elements of a successful personal brand- how to overcome imposter syndrome- the power of storytelling in public speaking- strategies to engage your audience- types of special occasion speeches- why owning a website is better than social media- the benefits of networking in public speaking...and so much more!Connect with Forrest:LinkedInInstagramYouTubeAdditional Resources:"How To Increase Brand Visibility And Awareness" w/ Vinnie PotestivoConnect with me on:FacebookInstagramEmail: roberta4sk@gmail.comYouTubeKindly subscribe to our podcast and leave a rating and a review. Thank you :)Leave a rating and a review on iTunes and Spotify:iTunesSpotify

186: Why Don't Board Members Do What They're Supposed to Do? (Hardy Smith)SUMMARYAre your nonprofit board members as engaged as they should be? Do they micromanage or are they completely disengaged? In episode #186 of Your Path to Nonprofit Leadership, author of Stop the Nonprofit Board Blame Game, Hardy Smith, discusses what an effective board really means. He details actions to avoid board member relationship mistakes, keys to recruiting and retaining productive board members, and why board members aren't passionate about fundraising. You'll hear some fundamental problems nonprofit staff face when interacting with their boards and what you can do to improve the relationship to achieve more effective results. Hardy also offers advice to board members so they can be the kind of intentional, effective and productive volunteer your organization needs.ABOUTHardy Smith is author of Stop the Nonprofit Board Blame Game. As a consultant and speaker, he works with organizations who want to benefit from a fully engaged board. Through board retreats, workshops, keynotes, and planning sessions Hardy provides solutions to board engagement challenges. Hardy's results-oriented approach was developed during a longtime career in the high-performance world of NASCAR racing. He has had wide-ranging personal and professional involvement with nonprofits, associations, chambers of commerce, and community groups nationwide. He is a member of the National Speakers Association, ASAE, Association of Fundraising Professionals, BoardSource, Association of Chamber of Commerce Executives, and Florida Society of Association Executives. He is a faculty member of the U.S. Chamber of Commerce Foundation's Institute for Organization Management.EPISODE TOPICS & RESOURCESCreativity, Inc. Overcoming the Unseen Forces that Stand in the Way of True Inspiration by Ed CatmullThink Again: The Power of Knowing What You Don't Know by Adam GrantHardy's book Stop the Nonprofit Board Blame GameLearn more about Hardy by visiting his website: www.hardysmith.comTake our Podcast Survey and let us know what you want to hear!Have you purchased Patton's book 

In this episode of The Intentional Fundraiser podcast, I'm talking with the one and only Hardy Smith.Hardy Smith is the author of an Amazon best-selling book, Stop The Nonprofit Board Blame Game. As a consultant and speaker, he works with nonprofits, associations, and chambers of commerce that want to benefit from positive, productive, and fully engaged boards.Hardy's results-focused approach was developed over a 30-year career in the high-performance world of NASCAR racing. He is a member of the Association of Fundraising Professionals, National Speakers Association, Florida Society of Association Executives, BoardSource, and Association of Chamber of Commerce Executives. Lastly, Hardy is also a faculty member of the U.S. Chamber of Commerce Foundation's Institute for Organization Management.Listen in as we talk about Stop the Nonprofit Board Blame Game.Links mentioned in this episode Planet Philanthropy – AFP Florida CaucusBridgespan Group Scenario Planning Toolkit Book mentioned in this episodeStop The Nonprofit Board Blame GameThink Again Connect with our guest onlineTwitter / Facebook / Linkedin / Website / EmailTHANK YOU TO OUR SPONSORThank you to our friends at Bloomerang for sponsoring this episode of The Intentional Fundraiser.Learn why Fundraisers love using Bloomerang and grab your copy of the 13 Lucky Year-End Fundraising Tips ebook.It's not too early to start developing a strategy for the end of 2022. Give yourself ample time to plan all the elements of your year-end campaign. Campaigns take time. Early planning can benefit your organization and set you up for year-end success.Download your free copy of 13 Lucky Year-End Fundraising Tips now.RATE, REVIEW & FOLLOW ON APPLE PODCASTS “I love Tammy and The Intentional Fundraiser Podcast”

To fall or be brought down by temptation is not Christian, but human. We all fall at one time or another. Brian Kreeger was no different. But he felt he had failed God as well as his wife...This is one not to miss as we dive deep into what happened and how he and his marriage recovered.Brian Kreeger is an author, speaker, and nonprofit consultant. In 2012, he founded a faith-based free health clinic that served as a vehicle to share Christ's love through primary healthcare in an urban, poverty-stricken setting. After growing the organization significantly in four years, Brian experienced his own leadership fall due to the pressures of his work and his own human weakness. Author of "The Courageous Ask: A Proactive Approach to Prevent the Fall of Christian Nonprofit Leaders." He has served on numerous nonprofit boards and have been in numerous leadership positions. He spent 28 years managing grocery stores. After about 20 years  he was called to open a Faith-Based Free Health Clinic in his city. After 4 years of successful operation, he started to struggle with leadership, loss of true identity and loneliness/isolation. He fell during that period out of his own human weakness. Recognized through the questioning of a board member that besides human weakness, there are inherent parts of leadership that tempt us toward stumbling blocks that many succumb to. His book recognizes that those surrounding a leader, can see a fall coming. His book and message empowers leaders, and those around them, to do something when they see it and encourages a proactive approach to prevent it. He holds nonprofit leadership and board consulting certificates from Duke University and Boardsource and is working with the Christian Leadership Alliance. Find him at www.briankreeger.com Support the show

Some just want to boost their resume, some have true intentions, and others simply can't say “no." The intentionality behind your board of directors' service is fundamental to a healthy and thriving board. In this episode, Katie interviews Andy Davis, the Associate Vice President of Education and Outreach for Boardsource. They talk about everything from board members asking for a "pass” on their duties to the goal of developing purpose-driven board leadership.

Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good.  As President of Watermark Philanthropic Counsel, Sharilyn works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean.  Drawing from the best global practices and knowledge in philanthropic strategy, governance, organizational development, and research, her client engagements result in confidence and clarity. Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and a faculty member of the Ultra High Net Worth Institute.  A Chartered Director (C.Dir), Sharilyn is also a certified governance advisor and trainer with BoardSource, blending the best of corporate and family governance in her work with foundation and nonprofit boards.  Author and educator, Sharilyn's doctoral research on family philanthropy governance produced a model that helps families approach their giving in a meaningful way that works.  She recently completed a study exploring affluent philanthropy in the Caribbean, where she grew up and continues to work.

Meet me in...Delaware! Grab your tickets for my TEDx Talk in October! Remember Your Mission and Put In the Work In this episode we talk with Katherine Kreuchauf about Lean Nonprofit Startups. What does that mean exactly? We learn that a successful nonprofit requires not only a heart for a cause, but thoughtful action, quick adjustments, and valuable investments. Katherine shares so many wonderful pieces of advice for how to focus on your mission and be successful in making a lasting impact. We cover: Should you start a nonprofit? The value of pivoting What it looks like to be a lean nonprofit Picking the right board members 5 skills a nonprofit needs Challenge Question: What's one tip from Kathy that you can begin implementing in your nonprofit this week? I'd love to hear it! Connect with me over on LinkedIn or send me a message. And if you need more support, join me on the Fast Track to Grant Writer already and let's get you moving! If you enjoyed this episode, you can book a 1:1 strategy session with me at teresahuff.com/mentor. The world needs you out there making a difference! Meet Katherine Kreuchauf An award winning professional in philanthropy, Katherine Kreuchauf focuses on supporting nonprofit and foundation leaders and continues her commitment to strengthening nonprofit boards, fundraising, and effective programming. Before forming OnPoint Philanthropic Consulting, she led The Findlay-Hancock County Community Foundation for 12 years. Prior to that she headed a local United Way for 11 years as well as a health-related nonprofit organization. Connect with Katherine: www.onpointphilanthropy.com - Check out the webinar on her Resources page Free Audit: How Grant-Ready Is Your Nonprofit? Are you feeling overwhelmed with trying to help your nonprofit apply for grants? Go through the free audit and I'll help you sort out the next steps for your organization. Do You Have What It Takes to Be a Grant Writer? Take the Quiz: If you're ready to explore a career in grant writing, take my free quiz, “Do you have what it takes to be a grant writer?” People are always surprised at how many skills they already have. The distance isn't as far as they thought. Let's figure out how you can use your skills to help change your world. If you're ready to step up your nonprofit game, join me on the Fast Track to Grant Writer. The world needs you.   Resources Mentioned: Book: Nonprofit Sustainability: Making Strategic Decisions for Financial Viability by Jeanne Bell  BoardSource  Wondering how to find grants and keep up with all the applications? Check out Instrumentl! It's a robust grant search, tracking, and project management tool. Go to teresahuff.com/instrumentl and use the code GWSPOD for a free two-week trial AND $50 off your first month Connect with Teresa Huff: Website: www.teresahuff.com Take the Quiz: Do you have what it takes to be a grant writer? Social: LinkedIn Community LinkedIn Instagram Pinterest Get on the Fast Track to Grant Writer:  www.teresahuff.com/vip

In the past, researchers have studied much about the people who comprise the LGBTQ community, but little about the nonprofits that serve them. In today's episode, we bring you a discussion of IPM's new report on the current state of LGBTQ nonprofits in the US. We cover how organizations are working on LGBTQ/equality issues nationwide, ways for these organizations to make a greater impact, where to look for opportunities to increase philanthropic giving, and more. Download the free report, "LGBTQ+ Nonprofit Organizations in the United States: Growth, Trends, Concerns, and the Outlook for Philanthropic Giving": http://report.ipmadvancement.com Free 30-minute consultation for NPFX listeners: http://free.ipmadvancement.com Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources [NPFX] Can Nonprofits Lobby? How LGBTQ and Other Organizations Can Influence Lawmakers https://www.ipmadvancement.com/blog/can-nonprofits-lobby-how-lgbtq-and-other-organizations-can-influence-lawmakers [NPFX] Nonprofit Advocacy Basics https://www.ipmadvancement.com/blog/nonprofit-advocacy-basics Prospecting on a Budget? Use Nonprofit Advocacy to Build Your List https://www.ipmadvancement.com/blog/prospecting-on-a-budget-use-nonprofit-advocacy-to-build-your-list Advocacy vs. Lobbying https://www.councilofnonprofits.org/advocacy-vs-lobbying Jack Padovano serves as lead consultant for IPM Advancement, working with nonprofit clients to create strategic, multi-channel donor and member engagement plans. As a direct response professional with more than 30 years of experience in leadership and management positions, Jack has conceptualized and executed mail, phone and web programs for nonprofit organizations, national political candidates, and advocacy campaigns. Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. 

Many nonprofits are convinced they can't lobby or the risks of lobbying are too great — they fear alienating donors or losing their tax status. In today's podcast episode, lobbying expert Pat Libby and IPM consultant Colton Strawser join hosts Rich and Russ to discuss why nonprofits should consider lobbying, and how to do it effectively to advance your mission and improve the lives of your nonprofit's constituents. We also discuss opportunities for LGBTQ+ organizations to influence lawmakers and counter recent legal attacks on diversity, equity, and inclusion. Download the free report, "LGBTQ+ Nonprofit Organizations in the United States: Growth, Trends, Concerns, and the Outlook for Philanthropic Giving": https://www.ipmadvancement.com/report Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources The Empowered Citizens Guide: 10 Steps to Passing a Law that Matters to You by Pat Libby https://www.patlibby.com/ "Lobbying Is Not a 4-Letter Word" by Pat Libby https://www.youtube.com/watch?v=1gyfyb9INMk [NPFX] Nonprofit Advocacy Basics https://www.ipmadvancement.com/blog/nonprofit-advocacy-basics The Secret to Nonprofit Advocacy Success: Keeping Grassroots Supporters Engaged https://www.ipmadvancement.com/blog/the-secret-to-nonprofit-advocacy-success-keeping-grassroots-supporters-engaged Advocacy vs. Lobbying https://www.councilofnonprofits.org/advocacy-vs-lobbying What Is Lobbying Under the 501(h) Election? https://bolderadvocacy.org/resource/what-is-lobbying/ Taking the 501(h) election https://www.councilofnonprofits.org/taking-the-501h-election Alliance for Justice Bolder Advocacy Resource Library https://bolderadvocacy.org/resource-library/ Pat Libby is one of the nation's leading experts on citizen lobbying campaigns, born from her experience leading legislative lobbying campaigns as a nonprofit CEO. She is author of The Empowered Citizens Guide: 10 Steps to Passing a Law that Matters to You, a “how-to” guide for citizens who are seeking a simple blueprint for creating change through the legislative process. Her model has been used by many advocates with little to no previous advocacy experience to successfully pass state and local laws across the country. For 14 years until July 2015, Pat served the University of San Diego as the founding director of its Nonprofit Institute, creating nonprofit-focused graduate programs, a research center and community education programs serving hundreds of people and organizations each year. https://www.patlibby.com/ Colton C. Strawser, PhD has built his consulting career working with leaders at community foundations, United Ways, homeless shelters, senior service agencies, youth programs, arts and culture organizations, and more. He has trained more than 1,000 organizations and generated over $25 million in government grants. In addition to being a Certified Fund Raising Professional and Certified Nonprofit Professional, he has also completed a Certificate of Nonprofit Board Consulting through BoardSource and is a Master Trainer through the Association of Fundraising Professionals. Dr. Strawser completed his PhD in Nonprofit and Philanthropic Leadership at The Nonprofit Institute at the University of San Diego. Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. 

Nonprofit founders are the heroes of the nonprofit world. Yet some fail to recognize when it's time to step aside. In today's podcast episode, our panel takes a look at the lifecycle of the nonprofit founder, how founders and their boards can best avoid "founder's syndrome," and what it takes to prepare and execute a successful leadership succession plan. Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources Building Leaderful Organizations: Succession Planning for Nonprofits https://www.aecf.org/resources/building-leaderful-organizations Susan Kenny Stevens, Nonprofit Lifecycles Institute https://nonprofitlifecycles.com/founder/ Stephanie Small specializes in building the organizational capacity of mission-driven organizations in a “meet them where they are” lifecycles framework that ensures her services are tailored specifically to organizational needs. Having served as the founding executive director of Free Arts of Arizona for over 14 years, she recognizes the opportunities and challenges that face organizational leaders. BoardSource certified, Stephanie is authorized and qualified to utilize all BoardSource curricula, conduct the board self-assessment process, and provide consulting in all areas of governance. https://synergypartnersconsulting.com/ https://www.linkedin.com/in/stephanie-small-a453594/ Patrick McWhortor is CEO of Arizona Citizens for the Arts, an advocacy organization dedicated to advancing arts and culture in Arizona and supporting public investment in the arts. He has been involved in nonprofits and public affairs in Arizona for nearly four decades, including ten years as founding President and CEO of the Alliance of Arizona Nonprofits. As a consultant, Patrick provides leadership, strategy, and team building services for his clients. He also serves nonprofit organizations of all sizes in the role of a professional interim executive. In addition, Patrick teaches philanthropy, nonprofit, public policy, and political science courses at Arizona State University. https://azcitizensforthearts.org/ https://www.linkedin.com/in/mcwhortor/ Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. 

In Episode 42 of Mission: Impact, Carol and her guest, Marla Bobowick discuss: The major misconceptions people have about boards and governance How staff and board can shift to shared leadership Why boards need to focus more on the future than just talking about the past   Guest Bio: Marla Bobowick is an independent consultant based in Washington, DC, has served as a Senior Governance Consultant for BoardSource since 2008, and is also a Standards for Excellence® licensed consultant. She has more than 30 years of nonprofit experience and a history of creative problem solving. Specializing in nonprofit management and leadership, she has extensive experience with board governance, strategy, and publishing. She has worked with nonprofit organizations of all types and sizes, including regional healthcare and social service providers, educational institutions (independent schools and colleges and universities), family and other private foundations, and local and national offices of federated organizations and professional associations. Previously, Marla was Vice President of Products at BoardSource, where she oversaw publications, online products, and research. During her tenure at BoardSource, she was an active consultant and trainer, developed educational curriculum, managed regional capacity building projects, oversaw the global program, and coordinated the annual conference. While at BoardSource, Marla managed Leading with Intent: A National Index of Nonprofit Board Practices. She was also a member of the working group for The Source: Twelve Principles of Governance That Power Exceptional Boards (BoardSource © 2005). She managed “Governance Futures: New Perspectives on Nonprofit Governance,” a multiyear research project that culminated in publication of Governance as Leadership: Reframing the Work of Nonprofit Boards (John Wiley & Sons © 2005). She is co-author of Assessing Board Performance: A Practical Guide for College, University, System, and Foundation Boards (Association of Governing Boards of Universities and Colleges © 2018). Previously, Marla was an acquisitions editor at John Wiley & Sons, where she developed Wiley's Nonprofit Law, Finance, and Management Series and the Association of Fundraising Professionals Fund Development Series. Marla holds a bachelor's degree in English from Amherst College, a master's degree in business administration and a certificate in nonprofit management from Case Western Reserve University. She is a past board chair of Maryland Nonprofits and a past board member Calvary Women's Services.   Important Links and Resources: https://www.linkedin.com/in/marlabobowick/  http://www.bobowickconsulting.com/  The AGB Book Principles of Trusteeship An AGB Article: “What Kind of Board Member Are You?”

Tough Talk Christian Radio with Host Tony Gambone and Special Guest Brian Kreeger: Brian Kreeger is an author, speaker, and nonprofit consultant. In 2012, he founded a faith-based free health clinic that served as a vehicle to share Christ's love through primary healthcare in an urban, poverty-stricken setting. Though he had no experience founding a nonprofit or running a health clinic, Brian wanted to make a meaningful impact on his community while spreading the Christian message. After growing the organization significantly in 4 years, Brian suffered his own leadership fall due to the pressures of his work and his own human weakness. Inspired by his own experience, he decided to use his mistakes and his position as a restored fallen leader for the glory of God and help others while they work hard to impact the world around them. Brian has served on the boards of several prominent local nonprofits in various capacities. He has been awarded the Martin Luther King Jr. Image Award by the Black Minister's Association in his area, as well as the Dale Carnegie Highest Level of Achievement Award. Brian earned a Nonprofit Leadership Certificate from Duke University and has earned his Nonprofit Board Consulting Certificate from BoardSource and soon will be a Credentialed Christian Nonprofit Leader by the Christian Leadership Alliance.  Brian lives in Central Pennsylvania, with his wife Dawn, two grown children, and three grandchildren, where he enjoys golfing and cycling. He is a York Federal Fellow and proud Rotarian. briankreeger.com

Carol Hamilton is an organization effectiveness consultant who helps nonprofits become more strategic and innovative for greater mission impact. She facilitates strategic planning, (online and in-person), helps organizations prepare for executive transitions, and provides training. A strategic thinker, Carol works with teams and organizations to envision and frame their future strategic direction. Practical in her approach, she helps organizations think through who is key to creating their future, how to gather insights from these stakeholders, consider the big picture, imagine new possibilities, come to an agreement on their future goals, and create an initial action plan to get started. She takes a human-centered and appreciative approach in her work. Carol has more than 25 years of experience in the nonprofit and association sectors working with organizations with a range of missions. Carol trains frequently on leadership, strategy, and innovation topics and is the host of the Mission: Impact podcast. She graduated from Swarthmore College and has her Masters in Organization Development from American University. She is a nonprofit Standards for Excellence Licensed Consultant and trained with BoardSource. She is also part of a consultant collective focused on diversity, equity, and inclusion, All In Consulting.Where to Find Carol: www.gracesocialsector.comSupport the show (https://www.buymeacoffee.com/baronessbree)

Activism, Leadership & Purpose: Gilles Mesrobian, Professor & Principal at the Red Queen Group In addition to his role as a visiting faculty member of Bard College's MBA in Sustainability Program, Gilles is an affiliate consultant with the Support Center for Nonprofit Management, a Certified Governance Trainer through BoardSource, and on the National Training Faculty for NeighborWorks America.  His credentials include over 30 years senior management experience in the non-profit arena, with over 20 years as an Executive Director. His consulting experience covers a broad range of organizational work in the nonprofit and philanthropic sector, including governance training, organizational assessment, leadership development, executive leadership transition, executive search, strategic planning, retreats and trainings. His interest in sustainability has extended to his consulting where he has worked with numerous organizations in the area of social and environmental justice. He has also facilitated numerous leadership training programs including the the New York Foundation for the Arts Emerging Leaders program, the Support Center's Trajectory Leadership Program,, as well as the CT Council of Family Service Agency's yearlong leadership program. For this episode of the Impact Report, Bard MBA's Kiana Cardwell speaks with Gilles about how his activism during the early days of the AIDS Epidemic shaped him as a leader and moved him toward a career in purpose-driven work.

Change! That's something with which we're all intimately familiar these days. Sometimes change is something that is forced upon us and sometimes it's something that we drive. When working through a strategic planning process it's important to remember that communication to all stakeholders is critical. Organizational effectiveness consultant Carol Hamilton walks us through how and why. Episode Guest(s): Carol Hamilton is an organization effectiveness consultant who helps nonprofits become more strategic and innovative for greater mission impact. She facilitates strategic planning, (online and in-person), helps organizations prepare for executive transitions, and provides training. A strategic thinker, Carol works with teams and organizations to envision and frame their future strategic direction. Practical in her approach, she helps organizations think through who is key to creating their future, how to gather insights from these stakeholders, consider the big picture, imagine new possibilities, come to an agreement on their future goals, and create an initial action plan to get started. She takes a human-centered and appreciative approach in her work. Carol has more than 25 years of experience in the nonprofit and association sectors working with organizations with a range of missions. Carol trains frequently on leadership, strategy, and innovation topics and is the host of the “Mission:Impact” podcast. She graduated from Swarthmore College and has her Masters in Organization Development from American University. She is a nonprofit Standards for Excellence Licensed Consultant and trained with BoardSource. She is also part of a consultant collective focused on diversity, equity, and inclusion, All In Consulting. Key Takeaways: Be clear about how input is going to be used, what's going to happen with all the information that is shared, and then remember that at the end of the process, to actually circle back and synthesize all the input that the organization has received. Involving people all the way through the process gives them a sense of agency that mitigates them feeling as if change is being done to them. It's a good idea to not only go through the process to identify the priorities, but also identifying a process for looking at those later, checking in with them, refreshing them. Strategic plans should have the flexibility to accommodate unforeseen changes. Have a set of criteria ready for situations the strategic plan could not have anticipated. For example, the La Piana Consult's Strategy Screen makes explicit the criteria that your organization will use to choose a particular strategy or course of action. Continually communicate to people where you are in the process. Three-five years is the best range for a strategic plan. Useful Links: Mission: Impact podcast  All in Consulting  The Strategy Screen 

120: Is Your Nonprofit Board Leading with Intent? (Jim Taylor)SUMMARYAs Jim Taylor shared on episode #35 of the Path Podcast, conversations around race and inclusion are more prevalent than ever in nonprofit meeting rooms around the world.  But are these discussions leading to significant change in the recruitment, make-up and leadership style for these same board leaders? That's exactly what BoardSource's latest Leading With Intent report set out to explore, and the results are fascinating. Jim returns to episode #120 of the Path, and shares all of the critical findings - and once again - offers advice for nonprofit board members and staff to apply to their leadership practices.ABOUT JIMAs Vice President of Leadership Initiatives & Education, Jim focuses on leading BoardSource's efforts to position nonprofit boards for stronger leadership on diversity, inclusion, and equity. This includes leading the organization's work to spark and support understanding, action, and change at the board level on these issues; serving as an external representative, speaker, and writer; developing new resources and programming; and partnering with peer organizations around the country. Prior to joining BoardSource, Jim served as the Vice President of Multicultural Leadership at AARP, the Director of Community Relations and Director of Community Development at Capital One, Director of Product Innovation at Fannie Mae, and Corporate Relations Program Officer at the Fairfax County Office of Public Private Partnerships.  Jim has served on boards of directors and advisory boards of multiple nonprofits, including Carpenter's Shelter, the Latino Economic Development Center, the Housing Association of Nonprofit Developers, the Affordable Housing Conference of Montgomery County, Shelter House, and LearnServe International. Jim is from Long Island, New York and earned an MBA from the University of North Carolina Kenan-Flagler Business School and a BA from the University of Virginia.EPISODE TOPICS & RESOURCESMalcolm Gladwell's book OutliersAnne Wallestad's article The Four Principles of Purpose-Driven LeadershipBoardSource Four Principles Conversation Starter GuidePhil Buchanan's episode #108 What is Giving Done Right?

Board development might be one of the driest topics of conversation when it comes to entrepreneurship. It's also one of the hardest things to do, especially in the journalism business, where many publishers want to recruit people who are in the industry and have a working knowledge about news media and the ethics that govern it. However, despite its lack of appeal, building a strong board of directors is critical to a news outlet's success and sustainability.That's why The Pivot Fund hosted an important conversation about board development with BoardSource affiliate and nonprofit consultant Glenda Hicks and Josué Rojas, an artist and former publisher of El Tecolote, the longest-running bilingual newspaper in California. Rojas also serves on the advisory board for El Tímpano.

Working on an aid program in one of the most violent places in the world, North East Kivu in the Democratic Republic of Congo, philanthropist, and business leader Steve Killelea asked himself, ‘What are the most peaceful nations?' Unable to find an answer, he created the world's leading measure of peace, the Global Peace Index, which receives over 16 billion media impressions annually and has become the definitive go-to index for heads of state. Steve Killelea then went on to establish a world-renowned think tank, the Institute for Economics and Peace. Today its work is used by organizations such as the World Bank, United Nations, and Organization for Economic Co-operation and Development (OECD) and taught in thousands of university courses around the world. "Peace in The Age of Chaos" tells of Steve's personal journey to measure and understand peace. It explores the practical application of his work, which is gathering momentum at a rapid pace. In this time when we are faced with environmental, social, and economic challenges, this book shows us a way forward where Positive Peace, described as creating the optimal environment for human potential to flourish, can lead to a paradigm shift in the ways societies can be managed, making them more resilient and better capable of adapting to their changing environments. Speaker Steve Killelea is the Founder and Executive Chairman of the Institute for Economics and Peace (IEP), one of the world's most impactful think tanks on peace and what creates it. Steve is also the creator of the Global Peace Index, the world's leading measure of peace that ranks 163 countries and independent territories by their levels of peacefulness each year, and is used by major organizations such as the World Bank, OECD, UN, as well as governments and thousands of universities worldwide. Over the last two decades, Steve has applied his business skills as one of Australia's leading entrepreneurs to his many global philanthropic activities, including his private family charity, The Charitable Foundation, which now has over three million direct beneficiaries. In recognition of his contribution to the global peace movement, Steve has twice been nominated for a Nobel Peace Prize and was awarded the Luxembourg Peace Prize in 2016. He has also been recognized by the Action on Armed Violence group as one of the 100 most influential people in the world on reducing armed violence. "Today, Steve serves on the President's Circle for Club de Madrid, the largest forum of former world leaders working democratic former Presidents and Prime Ministers working to strengthen democracy, and is an honorary president for Religions for Peace, the largest organization in the world working on inter-religious challenges. Discussant Chic Dambach is an adjunct faculty member at Johns Hopkins and American Universities, and he is a Woodrow Wilson Visiting Fellow. He was President and CEO (currently President Emeritus) of the National Peace Corps Association; former President of the Alliance for Peacebuilding, and former Chief of Staff for Congressman John Garamendi. Previously, he held executive positions in the arts, sports, and health, and he was an “expert” advisor to the director of the Peace Corps. He serves as Chair of the Mali Affinity Group, and he has served on dozens of nonprofit boards. He lectures regularly at colleges and universities and at conferences, and he was a senior consultant with BoardSource where he helped write two books on nonprofit governance.

In this special crossover episode from our sister NAIS podcast, the Trustee Table, Dave Sternberg explains the biggest misconceptions trustees have about fundraising, how they can become more comfortable in their fundraising role, and presents ways to build and sustain donor relationships. Dave has been a fundraising professional since obtaining his BA Degree from The Ohio State University. He is a faculty member at The Lilly School of Philanthropy at Indiana University's Fund Raising School, where he teaches courses such as Building the Annual Fund and Marketing for Fundraising. Dave is also a Senior Governance Consultant for BoardSource and is the only person in America to be affiliated with both the Lilly School of Philanthropy and BoardSource. In 1996, Dave founded Loring, Sternberg and Associates providing fundraising counsel to educational foundations, social service organizations, higher education, and membership organizations. In 2008, Dave authored the second and third edition of Fearless Fundraising for Nonprofit Boards; a publication for BoardSource and a best seller since its publication.

Connect with Jenn on LinkedIn Learn more about Xukuma (hoo.koo.ma)Key Moments:3:39 - Power of networking and how to be remembered fondly 8:36 - Finding her passion for being On Air and how it evolved to being a producer at ABC News12:40 - Going from desk assistant to producer20:00 - Breakdown of the Glass Cliff facing minority executives 29:49 - Being fired for the first time at 42. Bouncing back from being exited after turning around an organization 2 years ahead of schedule38:20 - What prompted the departure from a career in tv production50:15 - How she made the leap from tv production to non-profits1:01:53 - Launching Xukuma and the story behind the name and company1:06:53 - Best advice she ever receivedAdditional Bio:Jenn chairs the board of directors of The Support Center and is the founding board chair of At the Well.  In addition to being a RevJen Professional Facilitator, Jenn is a 21/64 Certified Advisor,  Core Guide for Chief, a trained Interim Executive Director, holds a Certificate of Nonprofit Board Consulting from BoardSource, Agile Leadership Certification from Six Sigma International, Co-Active Coaching Fundamentals training, and a Certificate in Change Leadership from Cornell University.

Excited to highlight the great work of Leadership Women, where Anette serves as board chair, she talks with her friend, Linda Crompton, who is the President and CEO.  She and Linda talk about the excellent programming of Leadership Women, and the pivots the organization had to implement because of COVID, and managed to do so successfully. Linda Crompton (Dallas, Texas) is an international thought leader with a passion for helping women advance personally, financially and professionally. With more than 25 years experience in leading organizations to achieve both profitability and mission-driven objectives in various markets, she has served as senior executive, consultant and strategy advisor in nonprofit and for-profit sectors.Linda began her career in the Canadian banking industry in 1987, where she advocated for organizational and regulatory change. In less than 10 years, she made history, becoming Canada’s first female bank president. Linda served as Founding President/CEO of Citizens Bank of Canada in Vancouver from 1996 through 2001. Since 2001, she has called the U.S. home, when she was named President and CEO of the Investor Responsibility Research Center Institute. From 2007 to 2013, Linda was named President/CEO of BoardSource. A lifelong advocate for women, she has used a gender lens in her work to ensure equality and leadership opportunities for women. In the banking industry, Linda spearheaded the creation of Return to Work, a program designed to encourage women to stay engaged with their work while taking maternity leave. As CEO of Citizens Trust, the predecessor to Citizens Bank of Canada, she revised loan criteria in order to level the playing field for female entrepreneurs.Linda has also been a columnist for Woman to Woman magazine and, in more recent years, advocated for more women candidates in corporate board roles. Since 2013, she has been an adviser to organizations wanting to expand their capacity and respond to new market demands. Linda has served as President & CEO of Leadership Women since 2015, focusing on expanding Leadership Women’s role in preparing women to lead in an increasingly global environment.Follow the links to videos of Leadership Café and our 2020 Virtual Summit. 

Wisa Uemura is the Executive Director with San Jose Taiko. In her 22 years with San Jose Taiko, Wisa has served as Performer, Artistic Staff, General Manager and in July 2011 Wisa succeeded its founder to lead the organization as Executive Director. Recognized as a leader within her field, Wisa has presented on taiko, succession planning, organizational culture and communications, nonprofit fundraising and women’s empowerment at the North American Taiko Conference, World Taiko Gathering, Alliance of Artists Communities National Conference, the National Consortium of Creative Placemaking Pacific Summit, and the inaugural National Endowment for the Arts Folk & Traditional Arts Convening. She has served on peer review grant panels for the Knight Foundation Arts and NEA Folk & Traditional Arts programs. Wisa is a senior fellow of the American Leadership Forum Silicon Valley and has completed executive management trainings with BoardSource, FMA, CompassPoint, the Markkula Center for Applied Ethics at Santa Clara University. Franco Imperial is the Artistic Director with San Jose Taiko. In his 22 years with San Jose Taiko, Franco has honed San Jose Taiko's style and created a voice for the current generation while honoring the group's 47-year legacy. He leads SJT in artistic projects that use arts to foster connections between cultural communities, widespread creativity, and a more just and equitable society. Franco has composed over 20 original works for SJT and has co-created and produced collaborations with artists such as Abhinaya Dance Company, 5-time Grammy Award-nominee John Santos, NEA Heritage Fellow Danongan Kalanduyan, artist/teacher Dan Sabanovich, The Bangerz, Epic Immersive, and Aswat Ensemble. He has led workshops at the North American Taiko Conference, European Taiko Conference, Intercollegiate Taiko Invitationals. In 2019 he was selected by the City of San Jose Office Cultural Affairs to be a Creative License Ambassador and presented at the 2019 Pacific Creative Placemaking Leadership Summit. Learn more about San Jose Taiko at taiko.org.Chapters is a multi-part series concerning the history and the lessons of civil rights violations or civil liberties injustices carried out against communities or populations—including civil rights violations or civil liberties injustices that are perpetrated on the basis of an individual’s race, national origin, immigration status, religion, gender, or sexual orientation.This project was made possible with support from Chapman University and The California Civil Liberties Public Education Program, a state-funded grant project of the California State Library.Guests: Wisa Uemura and Franco ImperialHosts: Jon-Barrett Ingels and Jonelle StricklandProduced by: Public Podcasting

BoardSource is a leader in assisting nonprofit organizations fulfill their missions via smart, effective governance.  In this episode we will be speaking with Jenifer Holland, Associate Vice President of BoardSource.  Jenifer will guide us through the fundamentals of board member selection, initiation, and duties.  From these sound fundamentals and organization will be able to meet it's mission and thrive.  Join Mike Sacopulos and Cheryl Toth to hear a practical episode on skills every physician leader needs. Jenifer Holland, Jenifer.Holland@BoardSource.orghttps://boardsource.org  

BoardSource is a leader in assisting nonprofit organizations fulfill their missions via smart, effective governance.  In this episode we will be speaking with Jenifer Holland, Associate Vice President of BoardSource.  Jenifer will guide us through the fundamentals of board member selection, initiation, and duties.  From these sound fundamentals and organization will be able to meet it’s mission and thrive.  Join Mike Sacopulos and Cheryl Toth to hear a practical episode on skills every physician leader needs. Jenifer Holland, Jenifer.Holland@BoardSource.orghttps://boardsource.org  

Doug White is a leader in the nation's philanthropic community, is an author, teacher, and an advisor to nonprofit organizations and philanthropists. He is Co-Chair of the FoolProof Foundation's Walter Cronkite Project Committee and a governing board member of the Secular Coalition of America. He has also been an advisor to BoardSource, the nation's leading organization dedicated to “building exceptional nonprofit boards and inspiring board service.” He completed a comprehensive review of the media allegations against Wounded Warrior Project: The First Casualty: A Report Addressing the Allegations Made Against the Wounded Warrior Project in January 2016. That report has been expanded into a book, Wounded Charity and we talked with him about that in the fall of 2019. Doug's knowledge about good management of nonprofits is so extensive that we invited him to come back to talk with us again. This time, we're inviting other nonprofit organizations to call in and ask Doug for his advice. Call 516-418-5651 with your questions.

In this must-listen episode for trustees and heads of school, Dr. Richard Chait highlights how boards can govern more effectively during times of crisis, the importance of the head of school/board partnership, and practical ways boards can work more generatively while balancing the short and long term needs of the school. Dr. Chait is Professor of Education, Emeritus, at the Harvard Graduate School of Education. He has studied nonprofit governance for over 35 years and co-authored the seminal book Leadership as Governance: Reframing the Work of Nonprofit Boards, as well as Improving the Performance of Governing Boards and The Effective Board of Trustees. Dr. Chait has served as a member of the board of directors of BoardSource and as a trustee on the executive committees of Goucher College, Maryville College and most recently, Wheaton College. He has provided consultation to the boards and executives of more than a hundred nonprofit organizations, particularly in education and the arts. Prior to joining the faculty at Harvard, he was a professor at the University of Maryland and at Case Western Reserve University and was formerly associate provost at Pennsylvania State University.

035: Vital Resources from BoardSource (Jim Taylor)SUMMARYHow can a nonprofit leader take advantage of the resources BoardSource has to offer, especially in a time of uncertainty and strategic challenge? The answers come from Jim Taylor, who not only highlights the tools available from BoardSource for nonprofit leaders everywhere, but also leans on his personal and professional experience to add even greater value for listeners of this episode of the Path. A pandemic certainly highlights vulnerabilities within the nonprofit sector, and Jim thoughtfully discusses existing issues for nonprofit boards as they consider their commitment to equity. We also discussed the dueling challenges facing many nonprofit CEO’s, who struggle with either a dis-engaged board OR one that is micromanaging them. What can staff leaders do to help board members better engage? What can board members do to be more effective? How does BoardSource help both sides? We tackle these questions and much more.ABOUT JIMAs Vice President of Leadership Initiatives, Jim focuses on leading BoardSource’s efforts to position nonprofit boards for stronger leadership on diversity, inclusion, and equity. This includes leading the organization’s work to spark and support understanding, action, and change at the board level on these issues; serving as an external representative, speaker, and writer; developing new resources and programming; and partnering with peer organizations around the country. Prior to joining BoardSource, Jim served as the Vice President of Multicultural Leadership at AARP, the Director of Community Relations and Director of Community Development at Capital One, Director of Product Innovation at Fannie Mae, and Corporate Relations Program Officer at the Fairfax County Office of Public Private Partnerships. Jim has served on boards of directors and advisory boards of multiple nonprofits, including Carpenter’s Shelter, the Latino Economic Development Center, the Housing Association of Nonprofit Developers, the Affordable Housing Conference of Montgomery County, Shelter House, and LearnServe International. Jim is from Long Island, New York and earned an MBA from the University of North Carolina Kenan-Flagler Business School and a BA from the University of Virginia.EPISODE TOPICS & RESOURCESJim’s article What Board Commitment to Equity Looks Like in This MomentBoardSource’s special Resource Guide on COVID-19Michael Watkins’ book The First 90 Days

SCORE CEO Ken Yancey leads SCORE, America's premiere free & confidential business mentoring organization. Yancey represents SCORE nationally before the media, industry leaders and in Congressional testimony. He is responsible for SCORE's network of 364 offices and 12,400 volunteers. He represents SCORE before Congress in Congressional Testimony and serves as SCORE's chief liaison with the U.S. Small Business Administration (SBA). Yancey speaks nationally on the topics of entrepreneurship, nonprofit management, small business trends and mentoring. He has presented at conferences for The American Society of Association Executives (ASAE), BoardSource and panels for the SBA. He has appeared on MSNBC, CNN, CNBC, Fox, PBS and numerous national and regional radio programs. He has been interviewed by Susan Solovic of SBTV.com and Ken & Daria Dolans of Dolans.com on small business issues.www.score.org

The following is a conversation between Anne Wallestad, President and CEO of BoardSource and Denver Frederick, the host of the Business of Giving. Boards Should Ask CEOs Probing Questions and Avoid Giving Direction Advice on Holding a Virtual Board Meeting Steps Boards Should Take Before the Next Crisis

In this episode, Dave Sternberg explains the biggest misconceptions trustees have about fundraising, how they can become more comfortable in their fundraising role, and presents ways to build and sustain donor relationships. Dave has been a fundraising professional since obtaining his BA Degree from The Ohio State University. He is a faculty member at The Lilly School of Philanthropy at Indiana University’s Fund Raising School, where he teaches courses such as Building the Annual Fund and Marketing for Fundraising. Dave is also a Senior Governance Consultant for BoardSource and is the only person in America to be affiliated with both the Lilly School of Philanthropy and BoardSource. In 1996, Dave founded Loring, Sternberg and Associates providing fundraising counsel to educational foundations, social service organizations, higher education, and membership organizations. In 2008, Dave authored the second and third edition of Fearless Fundraising for Nonprofit Boards; a publication for BoardSource and a best seller since its publication.

With more than 8,000 nonprofit organizations employing more than 75,000 people in Franklin County alone, board governance is a critical element of our community's health. Nonprofit organizations are woven throughout the fabric of our society from hospitals, universities, and museums to food pantries, youth sports leagues, and civic associations. With nonprofits' vast appeal, nearly all aspects of American life are impacted by board governance. The panel will discuss what's working and what's not in terms of board roles and responsibilities; board composition including diversity, equity, and inclusion practices; board engagement; and the partnership between board and staff. Best practices at the national and local levels will be discussed so that guests learn new ideas and insights. Featuring Andy Davis, Senior Director, Education and Outreach, BoardSource, Kerri Mollard, Founder and CEO, Mollard Consulting, Deborah Aubert Thomas, President & CEO, Philanthropy Ohio, and host Michael Bongiorno, AIA, Managing Principal & Design Director, Columbus Regional Office, AECOM.

A basic requirement for any organization granted 501(c)3 not-for-profit status by the government is having an active Board of Directors. Traditionally, many organizations have built their boards by going down a checklist of desirable skills board members will have based on their careers. An attorney? Check. Financial guru? Check. Marketing professional? Check.But is this the best way to build a Board? Bill Musick, founder of Integriti3D – a company focused on improving hospice care across the country – offers a different perspective. With decades of experience in the entire continuum of health services, Bill has a passion for working with CEOs and Boards of Directors to achieve new levels of effectiveness. In fact, Bill has even earned Certified Governance Trainer credentials from BoardSource.In this conversation with host Stan Massey of Transcend, Bill explores the desirable traits of high-performing Boards. He shares insights about taking Boards of Directors beyond being partners in problem-solving with an organization’s executive team. In addition, Bill encourages Boards to be highly involved in setting an aspirational vision for their organization, championing the agency’s culture, modeling behaviors of integrity, connecting to the community in meaningful ways and other impactful activities.

Doug White is a leader in the nation's philanthropic community, an author, teacher, and an advisor to nonprofit organizations and philanthropists. He is Co-Chair of the FoolProof Foundation's Walter Cronkite Project Committee and a governing board member of the Secular Coalition of America. He is the former director of Columbia University's Master of Science in Fundraising Management program, where, in addition to his extensive management responsibilities, he taught board governance, ethics and fundraising. He is also the former academic director of New York University's Heyman Center for Philanthropy and Fundraising. He has also been an advisor to BoardSource, the nation's leading organization dedicated to “building exceptional nonprofit boards and inspiring board service.” He completed a comprehensive review of the media allegations against Wounded Warrior Project: The First Casualty: A Report Addressing the Allegations Made Against the Wounded Warrior Project in January 2016. That report has been expanded into a book, Wounded Charity, published in the fall of 2019, bringing his total of books to five.

Host: Nancy May, President and CEO, BoardBench CompaniesGuest: John S. Griswald, Founder & Senior Advisor, Emeritus, CommonFound Institute emeritus.Senior Consultant, Association of Governing Boards of Universities and Colleges (ABG)Universities, large trusts, and foundations are better able to fulfill their responsibilities under the leadership of strong, competent boards. Critical to these organizations’ continued sustainability are the skills, values, and financial competence of those who serve on these boards.Far too many institutions, large or small, rely on the criterion; "who can write a check" in their director selection process. Exceptional universities, healthcare groups, trusts and foundations know that having the strength, competency, and constitution to make the right financial decisions is what keeps the doors open…and more! Learn more about how the smart boardrooms of prominent institutions lead in this podcast with Nancy May and John Griswold. John S. Griswold As head of the Commonfund Institute, John Griswold directed investor education and market research activities for this nonprofit investment management company. His current work with AGB involves consulting with boards and committees regarding governance, endowment investment, and fulfilling fiduciary responsibilities.He initiated and supervised the Commonfund Benchmarks Studies® of the performance of educational endowments, foundations, operating charities, and healthcare institutions. These studies collectively surveyed the investment performance and practices of hundreds of nonprofit institutions each year. In addition, he supervised and has spoken at the Commonfund’s Annual Endowment Institute at Yale University, the Commonfund Forum, and nonprofit and investment industry conferences in the U.S., Europe, Asia, and Canada.John is the author of numerous articles and book chapters on endowment management,board and committee governance, and managing investment committees. He has been a respected member or trustee of numerous non-profit boards and investment committees, including BoardSource (former Chair), The Boys and Girls Clubs of America, and the Regional Plan Association of New York, among other well respected organizations.He is currently a Member-at-Large of the U.S. Advocacy Advisory Committee of the CFA Institute and is engaged in public pension board training with CFAI, CalPERS and the Council of Institutional Investors. For more information on this show and others, please go to BoardBench.com and our contact page.Additional Notes:ABCs of Governance: How increased complexity in the world of NFP and mission-driven governance is impacted by legal, compliance, and other regulatory issues.Endowment Investing: CIO Roundtable discussion about the past, present and future of endowment financial leadership.Disclaimer: This program is not intended to be a substitute for professional legal advice. Always seek the guidance and advice from a licensed attorney on the matters discussed in this show. The views, perspectives, and opinions expressed in this show are those of the show Guest and not directly those of BoardBench Companies, LLC. See acast.com/privacy for privacy and opt-out information.

My guest for this episode Don Tebbe. Don is a consultant and author based in the Washington, DC, and one of the nation’s leading authorities on nonprofit leadership succession. Serving over a decade as a nonprofit senior executive, chief executive, and interim CEO, he experienced first-hand the challenges of leadership transitions. Founding his consulting practice in 1993, he has since helped over 120 nonprofits find, interview, hire, and transition to new CEOs and other senior leaders. Don is the author of Chief Executive Transitions: How to Hire and Support a Nonprofit CEO, Second Edition recently published by BoardSource; an earlier edition won the Terry McAdam book award. He’s currently working on a companion book that will provide executives with a succession roadmap. A frequent speaker, Don delivers keynotes and leads workshops on executive succession and related topics for executives and board members at conferences across the country. Don and I explore professional and career development for nonprofit leaders. Don says: "Own your career, don't rent it." We discuss what that means and what nonprofit leaders need to know for their own development and that of their staff. Please sure to subscribe and, while you’re at it, rate and review. For more details about me or my work please go to: Hiland Consulting To learn more about Don go to: Don Tebbe. To get the free guide I created for you go to: 6 Steps You Must Know To Unleash The Potential of Your Nonprofit Board.  

Diversity on Nonprofit Boards – According to a survey by BoardSource, a research and support organization for nonprofit boards, 25% of boards are all white, and only 20% of board members are people of color. Yet, most nonprofit leaders and board chairs desire to have boards that are more diverse–not only racially, but in terms […]

In this episode, I talk with Kate Hayes from Echoing Green. We talk about the importance of creating diversity on your board as well as how to help your board work better as a team. According to a survey by BoardSource, a research and support organization for nonprofit boards, 25 percent of boards are all white, and only 20% of […]

Click here for tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERT: KENT STROMAN Regarded as America’s ASKING Coach, Kent Stroman is a talented speaker, insightful advisor, effective communicator and published author. He has an appeal that transcends barriers of age, culture and occupation. After a 25 year career in higher education, Kent launched STROMAN & associates, consulting in fundraising, board governance, strategic planning, and leadership development. Stroman’s fundraising efforts have generated tens of millions of dollars for charitable causes. He is a Certified Fund Raising Executive (CFRE), Partner in the Alliance for Board Effectiveness, BoardSource-trained governance consultant, Sarkeys Foundation-approved retreat facilitator, and serves as an adjunct consultant for the Oklahoma Center for Nonprofits. Kent has earned the Association of Fundraising Professionals’ Master Trainer designation. In 2003 Kent was named the Outstanding Fundraising Executive by the Eastern Oklahoma AFP.Kent is a popular speaker and frequent presenter to regional, national and international audiences. His new book The Intentional Board: Why Your Board Doesn't Work ... and How to Fix It? is a focus of this show.

Interview! Erin Berry, Executive of Marketing and Communication, BoardSource "You have to think, “What is most important for this organization, not for myself?” Erin Berry is the executive of marketing and communication at BoardSource, an organization that helps strengthen the boards of non-profits. Erin has twelve years of experience in non-profit management, and she’s no stranger to volunteering, either—by the end of her high school career, she had logged around 400 hours of community service!   Erin tells Stacy about some of the exciting resources that BoardSource has to offer, including the Board Support Program, a year-round development program with almost entirely free access—perfect for smaller grassroots organizations working on the local level. Erin also gives us some of her tips on how to build a strong board and how to start a non-profit organization.   For more information, please visit boardsource.org.