Nonprofit Everything

Is there some magic language we can use to magically make a sponsorship tax deductible? Andy and Stacey have some thoughts. Also this week, we find out how to see who’s sharing your nonprofit mission and why its important, and try not to get buried in accounting speak when discussing split-interest agreements! Thanks for joining us, and don’t forget to send any and all questions to [email protected]. Topics: Can a podcast sponsorship be a donation? – skip to this question Who are our nonprofit peers? – skip to this question We have a donor interested in a charitable gift annuity. What is that? – skip to this question Mentioned this week: Candid (formerly Guidestar (formerly the National Center for Charitable Statistics)) USASpending.gov FASB – The Financial Accounting Standards Board National Association of Charitable Gift Planners Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Is there some use for emeritus boards? Stacey and Andy have thoughts! Also this week, a new nonprofit wonders what kind on insurance coverage they should have, we find out how to determine when a contribution should be officially received, and discuss how frequently a board chair should meet with the executive director (is quadrennially too often?) Thanks for joining us this week, and be sure to send your nonprofit questions to [email protected]! Topics: Do we have appropriate insurance coverage? – skip to this question I heard at a workshop that EDs and board chairs should meet weekly. Really? – skip to this question If we record grants in the year we receive them, it makes my P&L look weird. Is there a better way to do this? – skip to this question What’s the purpose of an emeritus board? – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Are your staff meetings snoozers? One of our listeners has this challenge and Stacey and Andy are here to help! (Can we make them more dangerous — like with fire?) Also this week, we discuss the historical antecedents of hierarchical organizational charts, and chat about the pros and cons of giving refunds for program events. Do you have questions? Send them to us at [email protected]. Topics: Should we give refunds for program events? – skip to this question How do we prevent boring meetings? – skip to this question Shifting to a hierarchical org chart – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

When a long-time donor changes priorities and it puts the capital campaign in jeopardy is there anything you can do? Stacey and Andy have some ideas. Also this week, what’s the best way to deal with some good old-fashioned nonprofit competition (other than a dance-off?) And finally, are we going to hurt the executive director’s feelings if we let him know that some volunteers have scored him poorly on his review? Join us this week and find out! As always, questions are welcome — the more complicated the better! Topics: Should we cancel our capital campaign? – skip to this question Another nonprofit is doing exactly the same programs we are! Help!? – skip to this question Volunteers scored our ED poorly. Should we tell him? – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Is it okay to have all staff members be independent contractors and to give them titles like Director of Programs? Stacey welcomes guest expert Gina Bongiovi to help untie this complicated knot! Topics: Can staff members be independent contractors with titles? – skip to this question Mentioned this week: Bongiovi Law Firm Are you misclassifying your workers – Bongiovi Law Blog Nevada Association of Employers Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

It’s homework help time with Stacey and Andy! Is there a good definition of Theory of Change? We have some thoughts. Also this week, we talk about auditors that seem to be asking weird questions. Is it okay to push back on financial audit requests, or is that a terrible idea. Thanks for joining us, and don’t forget to send in those questions! Topics: What is a theory of change in practical terms? – skip to this question Should auditors be asking about staff salary increases? – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

This might be the most confusingly titled episode yet! No, there aren’t Nonprofit Everything t-shirts. But what happens when the marketing team decides to just open up a little shop on nonprofit-swag.com to sell logo branded stuff?* Stacey and Andy have some thoughts. Also this week, is it time to reevaluate our employee time-off policies? Thanks for joining us this week, and please share, review, and send us questions! Topics: Should we consider offering flexible PTO? – skip to this question Our marketing team wants to sell t-shirts online. Is this a bad idea? – skip to this question Mentioned this week: Unrelated Business Income Course at IRS.gov Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast * I made this domain up, and it was available when the episode posted. Don’t @ us if it’s now porn.

Is there a thoughtful and ethical way to use client stories in grantwriting? Stacey and Andy have a few thoughts. Also this week, we talk about ways to get past the gatekeeper when a job posting has unreasonable requirements. Keep sending those questions and posting those reviews. We really appreciate it (and read every single one!) Topics: Is there a thoughtful and ethical way to use client stories in grantwriting? – skip to this question I really want this job, but the requirements are crazy. Should I still apply? – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

What should you do when the executive director assigns you a vague task with no clear purpose? Unsurprisingly, Stacey and Andy get philosophical on this one: is it busywork, or could it be a career-defining moment? Also this week, we find out if it’s useful to chase after board members from a particular industry. Thanks for joining us again in 2024, and please keep sending those questions (and reviews are nice, too)! Topics: Should we always include board members from particular industries? – skip to this question My ED wants a “one-pager”. What is it and do we need one? Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Have you just suffered through another boring, uninspiring office holiday party? Well your fellow listeners have a question crafted just for you: Is there a way to make the nonprofit holiday party into something good? Stacey and Andy have some thoughts! Also this week, Stacey answers a question about rules we should be following about board quorum (it’s not as boring as it sounds!) and we find out about all different kinds of financial audits. Thinking of getting us a present? Andy and Stacey asked Santa for questions, reviews and shares. See you in 2024! Topics: What are the requirements for board quorum? – skip to this question Are there different kinds of financial audits? Which should we choose? – skip to this question How do we make our office holiday party not boring? – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

It’s podcast day! Why on earth would an organization use the longer, more expensive, more complicated, more time consuming Form 1023 to form a new nonprofit organization when the 1023-EZ is available? We have a few thoughts. Also this week, Stacey has some great tips to help you fundraise for a vehicle, and Andy wants you to re-think credit cards that earn points (probably a hard sell.) Thanks for joining us, and don’t forget to rate the podcast on your provider of choice and send us questions to [email protected]! Topics: How do you fundraise for vehicles? – skip to this question Why did a funder recommend we *don’t* file the 1023-EZ? – skip to this question Shouldn’t any credit card points be donated back to the organization? – skip to this question Mentioned this week: Need help sleeping? (Form 1023-EZ Instructions) Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

This week we’ve got a new and exciting format for you! Stacey and Andy camped out at a table at the Alliance for Nevada Nonprofits Fall Conference, and used the opportunity to chat with some up-and-coming nonprofit leaders. Join us for a free-flowing conversation (and a few questions, too!) Topics: Tweaking our organizational culture – skip to this question Should we build relationships with a funder or ask for money? – skip to this question How can we make the strategic planning process inclusive? – skip to this question Mentioned this week: Alliance for Nevada Nonprofits Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

If you have a “Donate Now” button on your website (and since the internet is available everywhere) do you need to do a charitable solicitation registration in every single state in the US? Stacey and Andy have the answer (sorta!) Also this week, Stacey has some opinions about whether or not you should allow board members to take a leave of absence, Andy talks about just how fancy video screens should be in order to prevent triggering angst among your more ascetic staff members, and we answer a perennial favorite: “How do I start a foundation?” Topics: Should we allow an ailing board member to take a leave of absence? – skip to this question Does a “Donate Now” button trigger state registration everywhere? – skip to this question How do I tell the marketing department that these video screens are too fancy? – skip to this question How do I start a foundation? – skip to this question Mentioned this week: Unified State Registration (old and broken?) Council on Foundations – Foundation Basics Council on Foundations – Starting a Foundation Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Is it a good idea to take out a loan to help kickstart a fundraising program? Stacey and Andy have some thoughts! Also this week, we talk about finding a bank that understands how nonprofit organizations work, and what to do if you discover that your organization’s bylaws don’t actually comply with state law. While you’re reading this summary, maybe consider giving us a review to help spread the word (links in the show notes), or even sending a question to [email protected]! Topics: Banks keep asking us for nonexistent documents when we’re trying to set up a checking account. Help! – skip to this question Should we take out a loan to kickstart our fundraising program? – skip to this question What should we do if our bylaws don’t mesh with state law? – skip to this question Mentioned this week: Review us on iTunes! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast Have you registered for the ANN Fall Conference?

When applying for an Executive Director position, what questions should you ask the board during the interview? Stacey and Andy have some thoughts! Also this week, we have some opinions on on software for boards to use, and Stacy has a great conversation about the upcoming Alliance For Nevada Nonprofits Fall Conference with John Waldron (previous guest expert and CEO of The LGBTQIA+ Center in Las Vegas). Topics: Questions to ask the Board during a job interview for ED? – skip to this question Should we be using board management software? – skip to this question The ANN Fall Conference, with John Waldron- skip to this question Mentioned this week: The ANN Fall Conference Hang out with us on Discord! Ask us a question Sponsor the podcast

Andy would never turn down a well-made Spam Musubi, but he and Stacey have some tough love for newsletters that are hitting the junk folder. Also this week, we field a question from a programs person who wants to go for the CEO job — is it possible or advisable? And finally, what happens when you’re a board member who’s friends with the Executive Director, and that Executive Director turns out to be not very good at her job? Stacey and Andy definitely have some thoughts! Thanks for listening, and be sure to send your questions to [email protected]! Topics: How do we keep our eNewsletter out of the spam folder? – skip to this question The ED is a friend, but is not doing well. Help! – skip to this question Advice for a Program Manager who wants to be CEO.- skip to this question Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

The staff *hates* the ED but the Board *loves* the ED. Is this problem solvable? Stacey and Andy have some thoughts. Also this week, what’s the best way to get your board engaged in important tasks like fundraising and strategic planning? Join us for another episode of Nonprofit Everything, and be sure to send us your questions! Topics: Everybody hates the ED except for the board (also, should the ED be a voting member?) – 2:31 How do you get boards to engage in strategic planning and fundraising? – 20:52 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

We know that technically the Board Secretary is responsible for the minutes, but I *really* don’t want to. Can’t we just delegate that to staff? Stacey and Andy have some thoughts! Also this week, a question we have never heard before – Should tour guides at nonprofit cultural institutions get to keep their tips? Finally, we get into a deep and fascinating discussion about the possibilities of the Co-Executive Director model (not to be confused with co-eds who might be doing a little modeling on the side.) Topics: Do we have to give any tips back to the organization? – 0:05 Who takes the board minutes? – 9:49 Should we try a Co-Executive Director model? – 23:38 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Thanks for joining us for another episode of Nonprofit Everything! We’ve got just two questions, but one of them is *significant*. This week, Stacey and Andy try to discuss the impact of accepting donations from ethically challenging sources. It’s a rough topic, and we would love to get your opinions on it, too! Also, Andy tackles another perpetual complaint: “Omigosh-this-audit-is-so-expensive-and-time-consuming-why-do-we-have-to-do-it-again-and-again-every-year?!?” Five points to Ravenclaw for guessing Andy’s answer. Topics: Do we have to do a financial audit every year? – 0:05 Should we accept donations from ethically questionable sources? – 7:44 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Do not miss this episode! This week, Stacey talks to guest expert and nonprofit guru Beth Kanter about what AI means for our organizations. Even though there’s just one question this week, Beth and Stacey covered a lot: Is this really going to affect us? Is it just a cheap replacement for staff? What benefits, if any, will nonprofits see? Can we just avoid it if we want to? What are the risks and potential pitfalls of relying on LLMs? Topics: What should nonprofits know about Artificial Intelligence?- 0:01 About our guest expert: Beth Kanter is an internationally recognized thought leader and trainer in digital transformation and well-being in the nonprofit workplace. She is the co-author of the award-winning Happy Healthy Nonprofit: Impact without Burnout and co-author with Allison Fine of The Smart Nonprofit. Named one of the most influential women in technology by Fast Company and recipient of the NTEN Lifetime Achievement Award, she has over three decades of experience in designing and delivering training programs for nonprofits and foundations. As a sought-after keynote speaker and workshop leader, she has presented at nonprofit conferences around the world to thousands of nonprofits. Learn more about Beth at www.bethkanter.org. Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Back again? Hello, it’s the Nonprofit Everything Podcast! This week Stacey has some thoughts about how to keep a fifty-year-old nonprofit’s story fresh. Also, we chat about consent agendas and what they’re used for, and Andy gets philosophical about synchronizing gifts in the donor management system and the accounting system. Thanks for joining us this week, and be sure to send your questions to [email protected]. Topics: Our nonprofit is fifty years old. How do we keep our story fresh and engaging? – 0:05 Should we use a consent agenda? How would we know if it’s a good idea? – 6:00 Recording gifts in the accounting system vs. the donor management system (CRM) – 17:21 Mentioned this week: IRS rules on written acknowledgements Sample Consent Agenda Hang out with us on Discord! Ask us a question Sponsor the podcast

It’s the Nonprofit Everything Podcast again! This week, we hear from a five-year-old nonprofit that is just realizing they may have bitten off more than they could chew! Sound familiar? Also, what happens when we completely distrust the previous finance person’s numbers? Andy and Stacey have some thoughts. And finally, are we allowed to apply for multiple grants to cover the exact same program? (Quick, can you answer this one faster than we can?) Topics: Are we allowed to apply for two grants for the exact same program? – 0:05 Hmm… The previous finance person gave some weird board reports. Should I be concerned? – 7:42 Help! We just turned five and we think we took on more than we can handle! – 18:13 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Summertime doesn’t appear to be the time for Stacey and Andy to relax. Instead, we’ve got big questions to answer! Do nonprofits make common management mistakes? Maybe – Stacey and Andy certainly have opinions. Also, would it ever be a good idea for a board strategic planning retreat to specifically exclude the executive director. More opinions there for sure. And finally, should the board strategic planning retreat specifically exclude the executive director? (Guess what our answer is… we’ll wait.) Topics: Should the strategic planning retreat exclude the executive director? – 0:05 What are some common nonprofit management mistakes? – 4:48 Should the board chair apply for the executive director position? – 15:12 Mentioned this week: Interview with Margo Walsh of MaineWorks Hang out with us on Discord! Ask us a question Sponsor the podcast

Stacey and Andy circled the wagons and brought in guest expert Mary Beth Hartleb. Mary Beth is the CEO and Founder of Prism HR Consulting, and provided some much-needed advice for a tough question this week: Should I respond to or report a racist comment from a coworker? Topics: Should I respond to or report a racist comment from a coworker? – 0:05 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Hi! It’s the Nonprofit Everything Podcast calling! This week, Stacey has some thoughts about why your friends might be ghosting you when you’re asking them for a contribution. Is your finance committee asking inappropriate questions? Andy can help. And finally, how quickly should you fire someone who engages in unethical behavior at your nonprofit? We’ve definitely got ideas on that. Join us this week, and don’t forget to send us your nonprofit questions for next time! Topics: How do I manage unethical behavior from my development director? – 0:05 I feel like my finance committee is grilling me. What questions is it inappropriate for them to ask? – 8:16 Why are my friends and family ghosting me when I ask for donations? – 20:28 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

This week, co-hosts Andy Schuricht and Stacey Wedding have some juicy topics for you: How to say yes to an honorarium without saying no to your nonprofit’s values, how to ace your first capital campaign without breaking a sweat, and how Andy and Stacey got into the nonprofit world and what they wish they knew then. We’ll also spill some tea and drop some gems from our own nonprofit adventures. Whether you’re a newbie or a pro in the sector, we guarantee you’ll learn something new and have some fun with us. So don’t touch that dial, stay tuned for Nonprofit Everything! (Today’s blurb was written by an AI, who’s definitely not coming for your nonprofit job.) Topics: Should I accept a speaker’s honorarium? – 0:05 Do you have tips for starting our first capital campaign? – 5:51 How did you get your start in nonprofits? – 15:54 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Is it possible to get volunteers to pay you for the privilege of volunteering? Stacey has some opinions! Also this week, we tackle a really ugly scenario where the board and staff don’t trust each other, and Andy gets to completely geek out on negotiating indirect cost rates on federal grant agreements. If that’s not your cup of tea, it was a really windy day when we were recording this, so if the questions aren’t interesting at least you can enjoy the manic windchimes in the background. Topics: How would we go about monetizing our volunteer program? – 0:05 Help! Our board and staff don’t trust each other! – 11:52 When should we negotiate for an increased indirect cost rate on federal grants? – 24:32 Mentioned this week: Appendix IV to Part 200—Indirect (F&A) Costs Identification and Assignment, and Rate Determination for Nonprofit Organizations Hang out with us on Discord! Ask us a question Sponsor the podcast

There’s just one question this week, and it’s a truly fascinating one! What do nonprofits need to know about social media influencer campaigns? We asked Guest Expert Nick Lynch, CEO of Collidescope.io and got an incredibly complete answer. Topics: What do nonprofits need to know about social media influencer campaigns? With Guest Expert Nick Lynch, CEO of Collidescope.io – 0:00 Mentioned this week: Collidescope.io Hang out with us on Discord! Ask us a question Sponsor the podcast

It’s a four-question episode! This week, Andy shares the secret to developing an good nonprofit investment policy, and Stacey has some thoughts on how to keep a partnership from going wrong. Also, we talk about how to get verbal messages to stick with donors, and tackle one potentially expensive question: Is it worth it to get a graduate degree in nonprofit management? (And before you listen to the episode, try to guess what Andy and Stacey will say…) Thanks for joining us! Topics: How do you develop an investment policy for a small nonprofit with some extra cash? – 0:05 Should I get an Advanced Degree in Nonprofit Management? 9:25 Help! How do we survive a nonprofit partnership gone wrong? 19:22 How do we get our verbal messages to stick with donors? 28:16 Mentioned this week: Fiduciary Best Practices Toolkit – Vanguard Collaborative Agreement Framework – OTF Made to Stick: Why Some Ideas Survive and Others Die Hang out with us on Discord! Ask us a question Sponsor the podcast

This week’s question gets an unexpected and inspiring answer from Guest Expert Margo Walsh, Founder and CEO of MaineWorks. MaineWorks is an innovative employment company with a social mission: to dignify the experience for people who face real barriers to workforce reentry, including people recovering from substance use disorder and people with felony convictions. Join us for a fascinating discussion that covers inclusive hiring, retention, and promoting from within. Topics: What does it mean to have inclusive hiring practices? With Guest Expert Margo Walsh, Founder and CEO of MaineWorks – 0:00 Mentioned this week: MaineWorks Maine Recovery Fund Hang out with us on Discord! Ask us a question Sponsor the podcast

Now that hybrid work environments are everywhere, is it possible to regain some of our pre-Covid culture? We have a few ideas. Also this week, Stacey talks about checking references for joining your development committee, and remarkably, Andy and Stacey agree on how to respond to an unusual donor communication! Topics: How should we respond to a donor’s sad tale? – 0:05 I think our hybrid work environment is hurting our culture. 6:59 Should we be asking potential development committee members for references? 23:57 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Raiser’s Edge or Salesforce? Or something else? This week, Stacey is joined by Guest Expert Peter Schiano, Senior Consultant at Tech Impact. Not only does Peter address how to select a CRM solution, he provides some great insights on software acquisition, customization, pitfalls, and a drops a mean mythology metaphor. Other topics include: How do I right size my solution for my growing nonprofit? Is there any unbiased analysis available? And where can I get some free stuff? Topics: How do we find an unbiased recommendation on CRM software? – 0:00 Mentioned this week: Tech Impact’s Free Consumers Guide to Fundraising Software Tech Impact’s Self-Directed Course on CRM Software Selection Tech Impact Hang out with us on Discord! Ask us a question Sponsor the podcast

What is it about donors that make them want to give you the stuff in their garage instead of the sweet, sweet cash that we desperately need? We’ve got some ideas! (Spoiler: Andy mentions agency theory again.) Also this week, we delve into the Byzantine hellscape that is municipal code to determine exactly what to put on a single line of a required form. And Stacey provides some clarity on a technical board question about majorities. Topics: Is it okay if a board committee includes a majority of the whole board? – 0:00 What charitable purpose do we put on our business license application? 10:40 How do we get donors to start giving us money instead of used items? 18:39 Mentioned this week: Clark County NV Municipal Code – Charitable Solicitations Clark County NV Municipal Code – “Rock” Music Concerts Hang out with us on Discord! Ask us a question Sponsor the podcast

Every once in a while we get a question that just warms our little hearts. And this week, a new nonprofit is already thinking about avoiding founder’s syndrome! Also, we talk about whether or not passthrough grants are allowed to be anonymous, and Stacey has some thoughts about how to avoid going after grants you really shouldn’t be going after. Topics: How do you keep your organization from going after grants you shouldn’t? – 0:05 As a brand-new founder, how to I avoid “founder’s syndrome”? 7:00 Are passthrough grants allowed to be anonymous? 26:20 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

A couple of weeks ago we talked about accidentally restricting donations with an appeal, and this week week we continue the theme! Stacey talks to Guest Expert Barbara O’Reilly, CFRE, Founder and Principal of Windmill Hill Consulting, LLC about how to write specific fundraising appeals while still keeping contributions undesignated. Also this week, Stacey stumps Andy with a question about non-financial conflict of interest policies. Topics: Should we include non-financial conflicts of interest in our COI policy? – 0:05 How do we write specific fundraising appeals that remain undesignated? With Guest Expert Barbara O’Reilly of Windmill Hill Consulting 9:43 Mentioned this week: Windmill Hill Consulting, LLC Hang out with us on Discord! Ask us a question Sponsor the podcast

It’s the last episode of 2022 and we crammed in four whole questions! This week, Andy mentions about a few nonprofit-specific year-end accounting tasks (don’t worry, it’s short). We also answer a question about accidentally restricting donations, and talk up the benefits of a consent agenda for your board. Finally, we’re pretty sure someone lobbed us a question just to get us worked up for our end of year show. Topics: Are there nonprofit-specific year-end accounting tasks? – 0:00 Can we put our new Executive Director on commission? – 5:55 Our auditor says we restricted some donations we didn’t mean to. Can we appeal? – 14:37 What’s a consent agenda and should we have one? – 21:32 Mentioned this week: Dan Pallotta: The way we think about charity is dead wrong – TED AFP Code of Ethics (THIS WILL BE ON THE FINAL!) Hang out with us on Discord! Ask us a question Sponsor the podcast

Doesn’t it seem weird that the people most affected by a change in leadership are the ones with no say in the matter? Stacey and Andy seem to think so. Also this week, Stacey has some ideas about how to use storytelling in your appeals when you’re too new to have actual stories. Finally, Andy gets completely triggered by what could have been a simple math question, but instead turns into a history lesson about internal controls. (It’s better than it sounds.) Join us! Topics: What should we do if our organization is too new to have stories? – 0:00 At what level should the board approve expenses? – 7:05 Should staff have a voice in hiring a new ED? – 19:33 Mentioned this week: Hang out with us on Discord! Haiku Generator Ask us a question Sponsor the podcast

When a funder asks for a single number for the “budget”, what exactly do they want? We have some thoughts! Also, this week we turn a question about red flags to watch out for when considering an ED position into an excuse to complain about things! Finally, if you’re having trouble sleeping, Stacey and Andy have just the IRS publication for you! Topics: What number is the “budget”? – 0:00 What red flags should I look for when taking an Executive Director Role? – 5:39 How can I tell if something is Unrelated Business Income (subject to Tax)? – 14:16 Mentioned this week: Publication 598, Tax on Unrelated Business Income of Exempt Organizations Hang out with us on Discord! Haiku Generator Ask us a question Sponsor the podcast

Since it can be hard to find development staff, does it make sense to try to convert program staff into fundraisers? Stacey has some thoughts! Also this week, we find out if there are different rules when raising money for a private operating foundation, and what core activities a nonprofit should stick to when facing an economic downturn. Topics: Are the rules different when fundraising for a Private Operating Foundation? – 0:00 What core activities should we stick to in a downturn? – 3:50 Can program staff grow into the role of a fundraiser? – 16:59 Mentioned this week: Hang out with us on Discord! Haiku Generator Ask us a question Sponsor the podcast

You think your nonprofit is a mess? Wait until you hear this question — while it masquerades as a technical query about verbal resignations and bylaws, it gets weird fast! Also this week, Stacey and Andy share some thoughts about fundraising in a different state than the one you’re incorporated in, and we find out whether or not you are allowed to raise money before you actually get your determination letter back from the IRS. Topics: Can we do a fundraising event in a different state? – 0:00 Is a verbal resignation for a board chair enough? – 7:28 Can we fundraise if we don’t have our determination letter back from the IRS? – 25:04 Mentioned this week: Multi-State Charitable Solicitation Filing Note from Andy on the above link: “This looks like it’s outdated. We’ve reached out to them to see if they plan on updating it and will report back what we hear. In the meantime, the best current source of the state charitable registration requirements is probably the PDF available on the link below.” Updated State Charity Registration Provisions Survey for 2021 Hang out with us on Discord! Haiku Generator Ask us a question Sponsor the podcast

Ah, the age-old question — how do we set development goals when we’ve never had a development person before? Believe it or not, Stacey and Andy have some ideas! Also this week, we talk about how to handle naming rights when you’re renovating a building that already has a name. Finally, we tackle a particularly sensitive question that, frankly, is going to be a little uncomfortable for everybody. Sounds fun, right? Topics: How do we set goals for a new development person? – 0:00 Help! Staff want a voice in management decisions. – 9:01 Naming rights on a building that already has a name? – 21:28 Mentioned this week: The Speed of Trust Hang out with us on Discord! Haiku Generator Ask us a question Sponsor the podcast

What’s the best way to respond to memorial gifts? Stacey has some (non-ghoulish) thoughts. Also this week, Andy and Stacey have a minor disagreement about whether or not a nonprofit job is good for a person looking to advance in their career, and we find out how to train up a brand-new board member! Topics: How do we prepare a board member for first-time service? – 0:00 Is my nonprofit too small to provide opportunities for advancement? – 8:51 What’s the best way to respond to memorial (in memory of) donations? – 19:51 Mentioned this week: Hang out with us on Discord! Haiku Generator Ask us a question Sponsor the podcast

What happens to restrictions if our nonprofit is acquired by another nonprofit? We have some questions (and answers!) Plus, Stacey and Andy have tips for hiring for an Interim Executive Director, chat about some unconventional reporting structures, and get asked a very personal question. And we had to use the bleep button again this week — pretty soon we’re going to need a swear jar. Topics: How do we handle restricted gifts if we’re being acquired by another nonprofit? – 0:00 What should the roles and responsibilities of an interim executive director be? – 8:30 Is it weird to have an executive director reporting to a CEO? – 19:48 What are some causes that the two of you give to and why? – 24:47 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Is it possible to refrain from physical violence when the words “run it more like a business” fall out of the mouth of a board member? Probably not, but Stacey and Andy have some coping strategies. Also this week, we talk about how to keep the energy of a good mission, vision and values discussion, and finally, now that you’re receiving federal grant money is it time to hire a grant accountant? Topics: How do we keep our momentum after developing a great mission statement? – 0:00 We’re getting federal grants now. Do we need to hire a grant accountant? – 6:30 How do I respond when a board member says, “We need to run this organization more like a business”? – 17:05 Mentioned this week: Hang out with us on Discord! Ask us a question Sponsor the podcast

Just one question this week, but we were lucky to get guest expert André C. Wade, State Director of Silver State Equality to answer it! How do you best respond to reports of microaggressions in the workplace? Topics: Responding to Reports of Microagressions – with Guest Expert André C. Wade – 0:00 Mentioned this week: Silver State Equality Equality California Cultural Linguistic Appropriate Services Note from André: “[This] has more to do with organizations implementing culturally responsive services, which is more expansive than the microaggression discussion we had.” Nevada DHHS Cultural Literacy Strategies and Assessments André’s UNLV Continuing Ed Class “Fostering a Diverse & Inclusive Workplace” (2022 Spring Session) Hang out with us on Discord! Ask us a question Sponsor the podcast

Help! We’ve entered into an agreement with a benefit corporation, and they’re not playing nice! Andy’s got some ideas for that. Also, Stacey answers a question about having elected officials on the board, and we talk about the best ways to bring a new treasurer into the organization, even if they’ve got no nonprofit experience. Topics: Should we add elected officials to our board? – 0:00 We’ve entered into an agreement with a benefit corporation, and now they want money from us! – 9:38 Our new treasurer has no nonprofit experience. What do they need to know? – 21:04 Mentioned this week: All about Certified B Corps Info about benefit corporations Nonprofit Treasurer Handbook Hang out with us on Discord! Ask us a question Sponsor the podcast

Our mission statement process is awful! Should we get help? (Nah, Stacey has some tips.) Also, this week we discuss whether a give/get policy will prevent you from getting an effective board, and Andy and Stacey go way off topic answering how to best fundraise for a new Executive Director position. Topics: Should we get third-party help designing our mission statement? – 0:00 Will a give/get policy limit our board? – 8:43 How do we best raise funds to hire our first Executive Director? – Mentioned this week: The Alliance for Nevada Nonprofits Hang out with us on Discord! Ask us a question Sponsor the podcast

How do you prepare for Foundation staff coming to tour your facility, especially when they’ve been known to ask really tough questions? Stacey has some ideas! Also on the theme of preparing, we have some thoughts on the best way to be ready to take the leap into leadership of your organization. Finally, there’s an oddly specific question about the difference between for-profit corporate events and nonprofit fundraising ones. Topics: How do we prepare for a tough foundation tour? – 0:00 How are nonprofit events different from for-profit events? – 8:27 Advice for applying for a new management position? – 20:30 Mentioned this week: The Alliance for Nevada Nonprofits Hang out with us on Discord! Ask us a question Sponsor the podcast

Two Guest Experts in a row?! Yes! Join Stacey as she talks to Tracy Gniewek of TGHR Consulting about the practicality of extending benefits to an employee who is exhausting their medical leave. Also, is it time to retire the Executive Committee for good? Andy and Stacey have some thoughts… Topics: Is our Executive Committee too engaged? – 0:00 Options for compassionate medical leave, with Guest Expert Tracy Gniewek of TGHR Consulting – 9:40 Mentioned this week: TGHR Consulting The Alliance for Nevada Nonprofits Hang out with us on Discord! Ask us a question Sponsor the podcast

Join us this week as Stacy talks about volunteer handbooks with Guest Expert Almendra Johnson, Volunteer Director for Get Outdoors Nevada! Also, what happens when a donor changes their mind about donating property? Yikes! Topics: Help! One of our donors wants his donated assets back! – 0:00 Rethinking the volunteer handbook, with Guest Expert Almendra Johnson of Get Outdoors Nevada – 7:41 Mentioned this week: Get Outdoors Nevada DOVIA of Southern Nevada The Alliance for Nevada Nonprofits Hang out with us on Discord! Ask us a question Sponsor the podcast