Nonprofit Everything

What do you do when someone makes a complaint directly to your board chair? Stacey has some thoughts. Also, a board wants to keep the budget a secret from the executive director, and somebody wants to know about booking discounts for services as revenue, so (of course) Andy talks about that for what seems like hours! Topics: How do I value and book discounts? – 0:00 Someone is complaining directly to the Board Chair! – 6:06 Should the board keep the budget a secret from the Executive Director? – 14:59 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

Will donors care if your Form 990 is late? We have opinions! Stacey has ideas about what to do if you have employees that don’t want to return to the office, and we have a few thoughts on what to do if a grantor says you didn’t make the cut because you “didn’t show sufficient return on investment.” Huh? Topics: How late is too late for a 990? – 0:00 Grantor is concerned about return on investment – 6:14 Should I make employees come into the office? – 14:58 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

This week, Stacey has some great ideas for appreciating staff! We also discuss red flags to watch out for when looking at accepting an Executive Director position, whether or not our coat drive really needs to be restricted to coats, and Andy & Stacey enthusiastically respond to, “why can’t I be both Board Chair and ED and everybody on the board is related?” Topics: Idea for appreciating staff – 0:00 Red Flags to watch out for when considering an Executive Director position – 6:39 Our coat drive was too successful, can we unrestrict some of the donations? – 16:34 Can I be board chair and ED and also be related to the whole board? – 22:56 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits NRS Chapter 82 Section 196 IRS – Good Governance Practices (pdf) IRS – Governance Checklist (pdf) Ask us a question

Should nonprofit staff see each others’ salaries? We have opinions! Also, Stacey and Andy give some conflicting advice about how to be respected as a younger employee. And Stacey has some great ideas about keeping great board members engaged after they term off the board. Topics: We’re budgeting, should we hide the salary section from staff? – 0:00 How to be respected as a young nonprofit employee – 10:01 How do you keep great board members active after they term off?- 20:05 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits Trevor Noah: Son of Patricia Ask us a question

What are the tax implications of a donor buying a product from us for a beneficiary? Andy’s got that one. Also, Stacey and Andy bust another round of common nonprofit myths. And finally, a doozy: Help! My organization is falling apart! (Plus, exactly zero references to Covid-19.) Topics: If a donor pays for something that goes directly to a beneficiary, is that tax deductible? – 0:00 Nonprofit 101: More nonprofit myths! – 5:50 Help! Our organization is falling apart! – 23:02 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits Dan Pallotta Ask us a question

The adjustment to our new reality continues with a conversation with Amy Hunter from The Simmons Group answering Pandemic related nonprofit HR questions. Topics: Are we permitted to move salaried employees to hourly? – 3:15 How best do I communicate staffing changes? – 5:38 How do I make staffing changes without people feeling less important? – 11:42 Upsides and downsides of a furlough for an Executive Director? – 19:30 We need to do layoffs. How can I help my staff cope? – 29:30 Andy’s Note: Your nonprofit can’t “be too small to pay into unemployment.” In Nevada (and likely everywhere else) that’s not a thing. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question! And because podcasts are always a little late to the party, here are a few timely resources from the Alliance For Nevada Nonprofits, and the National Council of Nonprofits: Analysis of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (Pub. L. 116-136) Loans Available for Nonprofits in the CARES Act How Nonprofits Can Utilize the New Federal Laws Dealing with COVID-19, Nonprofit Quarterly, Mar. 26, 2020 Analysis of the Families First Coronavirus Response Act

How are nonprofits handling this unprecedented situation? We hear from nonprofit leaders Kate Hibbard Gaines from Three Square Food Bank, Jamie Weller-Lafavor from Boys and Girls Clubs of Southern Nevada, and Heidi Parker from Immunize Nevada. Topics: What has been your response so far? – 0:00 How are you handling the drop-off in volunteers? – 10:49 We need to cancel our fundraising event. Any strategies or ideas to recover some of that revenue? – 16:20 Should we cancel our board meeting and strategic planning session? – 25:00 Strategies for nonprofits that are outside the health, education or human services space? – 31:23 What are you doing to adjust your asks? – 35:14 Mentioned this week: The Alliance for Nevada Nonprofits Boys and Girls Club Sneaker e-Ball Boys and Girls Clubs of Southern Nevada Three Square Food Bank Volunteer at Three Square Immunize Nevada Small Business Administration Loans Vegas Chamber SBA Informational Video SBA Loan FAQ from the Vegas Chamber Free Volunteer Training Program Resources for Nonprofit Leaders in Uncertain Times (by Professionals In Philanthropy) Ask us a question!

Should the Executive Director be on the Nominating Committee? Stacey knows! Also this week, Andy gets called out for being wrong about determination letters, and we find out all about Benefit Corporations and Certified B Corps. Topics: Should the Executive Director be on the nominating committee? – 0:00 Does the IRS still send determination letters? – 6:52 Is a Benefit Corporation a good option for do gooders? – 12:41 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits IRS Advance Ruling Process Transition Information B Lab B Impact Assessment Nevada Benefit Corporation Law Certified B Corps Organized in Nevada Ask us a question

Can board members have staff titles? Stacey knows! This week we also hear from Guest Expert Tony Golden of Garg Golden Law Firm about what to do if an employee starts badmouthing your nonprofit on social media! And finally, probably the best question we’ve ever gotten on the podcast. Topics: Should our board members also have staff titles? – 0:00 An employee is badmouthing us on social media. Help! With Guest Expert Tony Golden – 6:23 How should our nonprofit be spending its money? – 26:03 Episode Sponsor: Today’s episode is sponsored by the Alliance for Nevada Nonprofits job board. Your one-stop shop for the next step in your career! Searching job listings is totally free, and ANN members receive a big discount when posting new jobs. There are dozens of nonprofit jobs available right here in Nevada (and out of state jobs, too!) Check it out at jobs.alliancefornevadanonprofits.com. Mentioned this week: The Alliance for Nevada Nonprofits Garg Golden Law Firm Ask us a question

Why can’t you be the ED, Board Chair and Founder all at the same time? Doesn’t that make thing easier? For once, Stacy and Andy completely agree on an answer! We also hear from Guest Expert Stacey Muse, PhD, Executive Director of Nevada Volunteers about how to handle professional volunteers turning in less than professional work. Topics: Executive Director, Board Chair and Founder, Oh My! – 0:00 What to do about poor quality volunteer work? With Guest Expert Stacey Muse, PhD – 4:37 Episode Sponsor: Today’s episode is sponsored by the HR Collaborative, presenting “Mission Driven Human Resources for Nonprofits,” a 12-hour training course for HR professionals working in nonprofits. This course is presented over four months, one half-day a month, and focuses on critical people issues that will help your organization achieve success and fulfill its mission. Sessions begin on Tuesday, February 18th. Mentioned this week: The Alliance for Nevada Nonprofits Nevada Volunteers NV Volunteer Connect Ask us a question

Can you teach old volunteers new tricks (without insulting them?) Stacey knows! This week we also discuss what happens when two nonprofits are really truly in competition with each other, and hear from Guest Expert Greg Wilken about pre-employment testing for marijuana, mandatory paid time off, and whether or not you can microchip your employees! Topics: Volunteer training for long time volunteers? – 0:00 Competing nonprofits – 4:58 New laws in Nevada for 2020 – 14:48 Episode Sponsor: Today’s episode is sponsored by the HR Collaborative, presenting “Mission Driven Human Resources for Nonprofits,” a 12-hour training course for HR professionals working in nonprofits. This course is presented over four months, one half-day a month, and focuses on critical people issues that will help your organization achieve success and fulfill its mission. Sessions begin on Tuesday, February 18th. Mentioned this week: The Alliance for Nevada Nonprofits The HR Collaborative Endunamo Consulting Greg Wilken AB132 – Pre-employment Drug Testing Law SB312 – Paid Time Off Law AB226 – The Microchip Law Ask us a question

Happy new year! This week, Stacey gives us around a dozen tips to make your fundraising event registration table better, Andy gets grumpy about the state of nonprofit compensation, and we find out how to get a distrustful finance committee back on your side. Topics: What’s the secret for a problem-free registration table? – 0:00 Am I maxed out on salary? – 7:29 My finance committee doesn’t trust me. Help! – 18:16 Mentioned this week: The Alliance for Nevada Nonprofits Nevada Nonprofit Compensation Report Ask us a question

Merry Christmas, Happy Hanukkah, Blessed Solstice and Happy New Year! Do you know what Stacey and Andy want for Christmas? More questions from listeners! This week, we make a former board chair feel terrible, help the ED of a small nonprofit get ahead of the game, and talk about whether or not a nonprofit should revise their budget in the middle of the year. Thanks for joining us in 2019, and we’re looking forward to your questions in 2020! Topics: Do I have to have a reason for resigning as board chair? – 0:00 I’m so busy running my nonprofit, I don’t have time to be proactive. Help! – 7:11 When is it appropriate to modify your budget in the middle of the year? – 17:44 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Cooper’s Hawk Ask us a question

Hooray! Another Nonprofit 101 question! Is your IRS determination letter enough to not have to pay sales tax? Andy actually knows that one. This week we also find out what to do when a Board Chair won’t stand up to the scary Gala committee, and learn the difference between a sponsorship and a donation. We also discover both Stacey and Andy’s least favorite grant application question! Topics: Is having a 501(c)3 enough to not have to pay sales tax – 0:00 Our Board Chair won’t stand up to the Gala Committee. Help! – 6:23 What’s the best way to answer “prove this program is sustainable” on a grant application?- 14:07 What’s the difference between a Sponsorship and a Donation?- 20:16 : Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

This week Stacey and Andy discuss whether a board members need organizational email addresses and we talk about what to do when your board treasurer resigns. Finally, Stacey asks guest expert Jessica Sayles from Houldsworth Russo how to value a sponsor’s banner at an event (as well as several other accounting questions that have been disturbing her sleep!) Topics: Should our Board Members have organizational email addresses? 0:00 How do we value a sponsor’s banner at an event? With Jessica Sayles from Houldsworth Russo – 7:12 Help! Our treasurer resigned! – 25:10 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: IRS Publication 1771 (pdf) IRS Publication 589 (pdf) Houldsworth Russo Lease Recognition for Nonprofits The Alliance for Nevada Nonprofits Ask us a question

What happens when you just need $75,000 more? Stacey knows. Returning genius and HR expert Mary Beth Hartleb tells us whether there’s such a thing as a verbal resignation, and we answer the age-old question, “Do we need an Executive Director or a CEO?” Topics: Help! We’re $75,000 short! 0:00 Is there such a thing as a “verbal resignation?” With Mary Beth Hartleb from Prism GMG – 8:18 Should our top executive be an Executive Director or CEO? – 26:03 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: Program Related Investments Prism GMG The Alliance for Nevada Nonprofits Ask us a question

An extra special double expert episode! Amy Hunter from The Simmons Group explains what you need to know when your nonprofit grows to 15 employees, and Karen Senger from the Community Foundation of Western Nevada gives us advice on how to get past a foundation gatekeeper! Topics: Are there laws we need to know if we grow past 15 employees? With Amy Hunter from the Simmons Group – 0:00 How do you get past a foundation gatekeeper? With Karen Senger from the Community Foundation of Western Nevada – 13:14 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Simmons Group U.S. Department of Labor Community Foundation of Western Nevada The Alliance for Nevada Nonprofits Ask us a question

Does a transaction fee count as a donation? How do you plan for your own succession? Do we start a bidding war with event sponsors? Can a donor specify a specific recipient? How do we maximize a happy hour event? Stacey and Andy answer all these questions and more! Topics: Does a transaction fee count as a donation? – 0:00 How do you plan for your own succession? – 3:21 Which event sponsor should we choose? – 12:25 Can a donor specify the recipient? What if the donation is a car? – 18:11 How do we maximize a happy hour event? – 23:54 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

This week is jam packed! How do you find companies who match their employee’s gifts? Andy shares a secret! We get advice on how to respond to another organization that really loved your event and wants to copy it, whether or not you should change your nonprofit’s name, and whether or not you can invest your reserve fund. Also, Stacey has tips on what to do if you keep losing new board members, and we find out who exactly can approve a financial report. Topics: Who matches gifts? – 0:00 Someone wants to copy our event! – 4:14 Should we change our name? – 7:27 Can we invest our reserve fund? – 12:47 We keep losing new board members! – 18:22 Who can approve the financial report? – 23:18 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

This week we get an update on Nevada’s Big Give, and Andy and Stacey share one thing they wish they knew before entering the nonprofit sector. We find out what to do if your board asks to see staff performance reviews, and whether or not it’s a good idea to outsource your organization’s finance function. Topics: What’s up with Nevada’s Big Give? – 0:00 One thing you wish you knew before working for a nonprofit – 3:36 What if the board wants to see performance reviews? – 11:43 Should we outsource our finance function? – 19:07 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Nevada’s Big Give Ask us a question

Seriously, join ANN right now while it’s half off. This week Stacey and Andy answer three Nonprofit 101 questions. We find out whether or not nonprofits can actually make a profit, Stacey shares the best way for a new nonprofit to start fundraising, and Andy completely misses the point and gets all the way into the weeds with an accounting question. Also, join ANN now! Topics: Can a nonprofit make a profit? – 0:00 What does everybody else need to know about accounting and finance? – 6:00 How should a small nonprofit raise money? – 22:50 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits The case for Not-a-Galas Ask us a question

One of our vehicles got stolen – how do we tell our donors? Stacey has an idea. This week we tackle the classic question “Do pledges count against our fundraising budget?” Stacey and Andy have differing views on the importance of dressing for a job interview (btw, Andy’s probably wrong), and we offer the 2019 version of silent auction dos and don’ts! Topics: Crafting messaging around a stolen vehicle – 0:00 Counting pledges against the budget – 6:31 Silent auction tips, 2019 version – 16:34 Job interview attire – 22:48 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

A special episode on Silo Breaking! How do you break down silos within an organization? And how do you break down silos between organizations with similar or complementary missions? Stacy and Andy have solutions, including org charts, networking, and that annoying co-worker who wants to show you pictures of his kids. Topics: Breaking down silos – 0:00 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

This week we find out if staff should be invited to board meetings, and how to prepare if a funder wants to see your facilities. Stacey has some thoughts about a board member who wants to be a loaned executive (with no supervision), and we hear about Nevada’s new raffle and charitable gaming law from attorney Katie Hoffman from Fennemore Craig. Topics: Should staff be invited to board meetings? – 0:00 New Nevada rules for raffles and charitable gaming (with Guest Expert Katie Hoffman of Fennemore Craig) – 8:33 A board member as a loaned executive – 18:39 When a funder wants to see the facility – 24:48 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Katie Hoffman, Director, Fennemore Craig Attorneys, Reno Nevada Gaming Control Board Ask us a question

What should you do if a funder asks to see client records? Stacey and Andy have opinions! This week we also find out how involved a board should be in the budgeting process, how to deal with random donor requests, and talk to guest expert and seasoned board chair Tanna Prince about whether or not to fire board members for low attendance. Topics: Funder wants to see client records – 0:00 How involved should the board be in budgeting – 5:27 Asking A Board Member to Resign (with Guest Expert Tanna Price) – 11:20 Random donor requests – 25:36 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits Podcast Episode on Donor Dominance, with Clay Buck Ask us a question

Do nonprofits need to comply with open meetings law? Find out this week! Stacey and Andy have differing opinions on job hopping, we learn the difference between overhead and operating costs, and Stacey talks about some cool RFP coordination among funders. Topics: Open Meetings Law – 0:00 Job Hopping (for a good reason) – 2:09 Overhead vs. Operating Cost – 15:22 RFP Coordination Among Funders – 20:30 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: The Alliance for Nevada Nonprofits NRS 241 Grant RFP Coordination Example (Robert Sterling Clark Foundation) Ask us a question

Grants genius Beth Rubins explains the right way to fund overhead, and Stacey and Andy answer questions about how to select an audit firm and the bitter disappointment that is Amazon Smile. Topics: Amazon Smile – 0:00 Buzzwords to use in a grant for funding overhead, with Beth Rubins – 5:15 How to select an audit firm – 22:55 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: Southern Nevada Nonprofit Information Center The Alliance for Nevada Nonprofits Amazon Smile Ask us a question

It’s our anniversary! Over the last year we’ve answered 101 questions, talked for 780 minutes and played the bumper theme 127 times (sorry about that last one.) This week Andy answers a 401(k) vs 403(b) question someone was too lazy to Google, and Stacey talks with Guest Expert Clay Buck about Donor Dominance. Today’s episode is sponsored by Brenda J. Stout, CPA. Topics: Difference between a 401(k) and a 403(b) – 0:00 Donor Dominance, with Clay Buck – 3:00 Episode Sponsor: Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution. Mentioned this week: 401(k) vs 403(b) AFP – Association of Fundraising Professionals AHP – Association for Healthcare Philanthropy Ian MacQuillin – Rogare Heather Hill, CFRE on Donor Dominance The Alliance for Nevada Nonprofits Ask us a question

In this jam-packed episode, we find out whether or not you can switch your nonprofit from a 501(c)4 to a 501(c)3, what constitutes a good conflict of interest policy, and if you can reimburse your board members for expenses. We check in with social media expert Heather Curry Frommer, who gives us tips on what channels to use for new donors, and are absolutely shocked to discover that both Stacey and Andy have totally different issues with time management. Topics: Switch from a 501(c)4 to a 501(c)3 – 0:00 A good conflict of interest policy – 3:40 Reimbursing board members for expenses – 10:58 Social Media channels for new donors with Heather Curry Frommer- 13:28 Managing a never-ending to do list – 18:44 Mentioned this week: Blue Avocado on Conflict of Interest Policies Heather Curry Frommer Kelly Travis The Responsibility Virus by Roger L. Martin The Alliance for Nevada Nonprofits Ask us a question

This week, Stacey crushes the dreams of a board member hoping to avoid a volunteer assignment, we find out what due diligence an org should do before hiring an executive director, and some strategies to prevent burnout from psychically heavy work. Andy gives Stacey tips on how to steal money, and we discuss the ever-confusing Vice President position on the board. Topics: Can a board member be a volunteer? – 0:00 Avoiding burnout from psychically demanding jobs – 2:48 Due diligence when hiring an Executive Director – 9:22 Preventing fraud – 17:14 Do we need a Vice President position? – 24:37 Mentioned this week: NRS Chapter 82 – Nonprofit Corporations The Alliance for Nevada Nonprofits Ask us a question

This week, we learn the difference between outputs and outcomes, and Stacey offers some great advice about grant reporting. We also tackle the advisory board question once again, and by request, we actually share some drunk at the gala stories. Topics: Outputs vs Outcomes – 0:01 Alcohol Policies for Fundraising Staff – 8:57 Grant Reporting Templates – 16:50 Advisory Board Advice – 19:36 Mentioned this week: Simon Sinek – How Great Leaders Inspire Action The Alliance for Nevada Nonprofits Ask us a question

This week, we find out if you can send a donor to collection for failing to honor a pledge, and Stacey has some great advice about attending a donor’s funeral. We also attempt to clear up the confusion between Trustees and Directors, and tap guest expert Karen Durkin, Executive Coach at Houldsworth, Russo & Company to answer a really hard question about how to keep staff from freaking out after an executive gets the axe. Topics: Enforceable Pledges – 2:05 Attending a Donor’s Funeral – 9:32 Trustees vs. Directors – 11:31 Handling a High-Profile Firing/Departure, with Karen Durkin – 18:21 Mentioned this week: April 4th Webinar – Navigating the Relationship between CEO and Development Officer NRS Chapter 82 – Nonprofit Corporations Houldsworth, Russo & Company Karen Durkin The Alliance for Nevada Nonprofits Ask us a question

This week we dedicate the whole podcast to a fascinating conversation with Julia Campbell, digital marketing consultant and author of Storytelling in the Digital Age: A Guide for Nonprofits. We had a question about Facebook fundraisers, but that was just the beginning… Topics: Working with Facebook Fundraisers – 2:12 Mentioned this week: Julia Campbell of JC Social Marketing Twitter: @JuliaCSocial The Alliance for Nevada Nonprofits Ask us a question

How the heck do I get off this board? Stacey knows. We also find out what questions an internal candidate for Executive Director should ask, and hear from guest expert Kevin Dincher on how to motivate unmotivatable employees. Topics: How does a board member resign? – 1:51 Questions an internal candidate can ask when applying for the Executive Director job – 7:01 Motivating a team for a technology change – 14:20 Mentioned this week: Nevada’s Big Give The Alliance for Nevada Nonprofits Kevin Dincher, Strategic Advisor for Professionals in Philanthropy Ask us a question

How should you set stretch goals for a brand new Executive Director? Stacey and Andy have a few thoughts on the subject. Also, we find out why having to create an RFP might be a good planning exercise, and Andy goes completely off-topic when talking about cost centers. Topics Should I do an RFP? – 1:34 What are cost centers and why do I need them? – 10:17 Setting goals for a brand new Executive Director – 18:59 Mentioned This Week Alliance for Nevada Nonprofits TechSoup AFP Code of Ethical Standards The Sustainability Matrix Nonprofit Sustainability (National Council of Nonprofits) Ask us a question!

How can an Executive Director tell if she’s about to be fired? We have some thoughts. Stacey provides some useful information on how to prepare for a regional expansion, as well as how to cope with high employee turnover. We also give a bunch of information about potential bitcoin and cryptocurrency donations. Topics ED on the way out? – 1:02 Accepting Bitcoin – 10:34 Expanding your nonprofit regionally – 19:37 Coping with high turnover – 28:39 Mentioned This Week Alliance for Nevada Nonprofits Ask us a question!

Not all questions are happy ones: this week, we find out how to deal with donations when you’re closing a regional office. But on a happier note, Stacey has ideas on how to write grants that pay for salaries and Andy gives you audit prep tips. We discuss whether or not the ED and Board Chair can be the same person, as well as the technical difference between a mission and a vision. Topics: Closing a regional office – 1:13 Writing grants that include salaries – 6:23 Cand the ED and Board Chair be the same person – 14:06 Preparing for your first Audit – 17:31 Difference between Mission and Vision – 24:15 Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question!

Should you hire a Development Director or Grant Writer first? Or is that even the right question? Stacey knows. Also, we discuss great year-end reflection activities, and bring back our guest Greg Wilken of Endunamo Consulting, who tells us we were way too soft on the ED and Board Member relationship question. Topics Year end reflection routines – 1:24 Do you hire a Development Director or Grant Writer first? – 6:33 ED and Board Member relationships part two, with Greg Wilken – 13:11 Mentioned this week: The Alliance for Nevada NonprofitsEndunamo Consulting Ask us a question!

This might be the best gift you get this Christmas! Anthony Alonso of Catapult Fundraising stops by to answer *a ton* of questions about direct mail, and Stacey and Andy poke a hole in your big-hearted employee bonus plan. Topics: A bonus for a high-performing employee – 1:38 Getting $25 from a $25,000 donor, with Anthony Alonso of Catapult Fundraising- 8:52 Mentioned this week: The Alliance for Nevada Nonprofits National Council of Nonprofits 2018 Nevada Nonprofit Compensation Survey Catapult Fundraising Ask us a question!

What do you tell your donors when you miss your Giving Tuesday goal? Stacey knows! This week we also talk about what to do when the passion for your cause is gone, where to find a whistleblower policy template (the ANN website, for one), and whether you should budget for break-even or a surplus. And Andy and Stacey are completely mystified by a board member who wants to upend the mission because it’s “just a band-aid”. Topics: Missing a Giving Tuesday goal – 1:05 When the passion for your cause is gone – 4:03 Changing the mission to address the “root cause” – 11:04 Whistleblower policy template – 17:27 Should the budget break-even or show a surplus? – 22:07 Mentioned this week: The Alliance for Nevada Nonprofits Simon Sinek – How Great Leaders Inspire Action Whistleblower Policy example National Council of Nonprofits (Whistleblower protections) Don’t forget to get your copy of the 2018 Nevada Nonprofit Compensation Survey Ask us a question!

Don’t you hate it when the Executive Director is dating a Board Member? Stacey and Andy do. This week, we also find out whether or not an annual report is still required, and hear some amazing end-of-year fundraising tips from expert fundraiser Clay Buck. Topics: Board/Staff (personal) relationships – 1:04 Annual Report – 9:01 Year-End Appeals (with Clay Buck) – 14:22 Mentioned this week: The Alliance for Nevada Nonprofits Annual Report Samples AFP Las Vegas AFP Sierra AFP Global Tom Ahern Lisa Sargent Mal Warwick Don’t forget to get your copy of the 2018 Nevada Nonprofit Compensation Survey Ask us a question

Ah, the double-edged sword of government grants. This week, Andy remembers he has to pay his car insurance, we talk about how to assemble a cash flow projection, Stacey gives some great tips on how to get silent auction items, and we find out whether or not you can put a slow-moving organization’s 501(c)3 on pause. Also, we tackle the ever thorny problem of just where to stick the Volunteer Department. Topics: Cash flow projections with government grants – 1:29 Silent auction item sources – 12:40 Putting your Nonprofit on Pause – 16:00 Where does the volunteer department go in the org chart? – 22:11 Mentioned this week: The Alliance for Nevada Nonprofits Ask us a question

This week, our guest expert Greg Wilken of Endunamo Consulting answers a tough question about firing a long-tenured employee, Stacey (shockingly!) disagrees with Andy about overhead and optimization, and we find out whether or not to take donations from marijuana dispensaries. Topics: How to report on overhead for donors – 3:04 Donations from marijuana dispensaries – 12:16 Firing a long-tenured employee (with Greg Wilken) – 22:28 Mentioned this week: The Alliance for Nevada Nonprofits 2018 Nevada Nonprofit Compensation Survey Endunamo Consulting Valid Nonprofit Efficiency Metrics (Habitat for Humanity research) Stacey and Greg talked for a very long time, and we recorded all of it. Listen to the full interview here: Ask us a question

This week, we find out who should participate in creating the strategic plan, and why you shouldn’t volunteer for your own job. Andy provides the best single thing you can have to get your board to understand your financials, and Stacey shares the secret to winning any kind of fundraising presentation competition. New feature! Do you only want to listen to a particular section? Or perhaps skip the annoying intro? Click the time link next to the topic to start exactly there! Topics: Who should participate in strategic planning – 0:47 Volunteering for your own organization – 10:05 Fundraising competition presentations – 15:29 Helping a board understand financials – 20:18 Mentioned this week: The Alliance for Nevada Nonprofits Fair Labor Standards Act Advisor – Volunteering One book about financial management for boards Ask us a question Share this episode:

This week, we answer the most frequently asked question of both the Alliance for Nevada Nonprofits and Nonprofit Everything: “How do I start a nonprofit?” Our special guest is SCORE Counselor Bob Cushman. Bob spent 20 years working for three manufacturing corporations, and subsequently became Chief Operating Officer of Warner & Stackpole, a Boston law firm. Bob is joined SCORE in 1998, and is their resident nonprofit setup expert. He is currently treasurer of SCORE, and president of a charitable foundation. Topics: How do I start a nonprofit? Mentioned this week: The Alliance for Nevada Nonprofits SCORE Las Vegas SCORE Northern Nevada Ask us a question

This week, we talk about whether or not a nonprofit always needs to provide its services for free (spoiler: it doesn’t), Stacey provides some tips on how to get gifts from donor advised funds, and Andy gives an organization some bad news about their 501(c) reinstatement. Also, attorney Lyn Beggs explains a new Nevada statute about accepting donations from pharmaceutical companies. Topics: Fee for service – 1:06 Reinstating a 501(c)3 – 4:34 Getting money from donor advised funds – 7:57 Nevada Pharmaceutical Company Donation Statutes (with Lyn Beggs) – 17:35 Mentioned this week: The Alliance for Nevada Nonprofits Reinstatement of Tax Exempt Status (IRS.gov) Law Offices of Lyn Beggs Nevada Drug Transparency Nonprofit Information Ask us a question Share this episode:

This week, we learn that bi-weekly and bi-monthly may or may not mean different things, Andy warns about the dangers of accepting “a portion of the proceeds” from strangers, we find out what financial information belongs on a nonprofit’s website, how to handle unusual volunteer requests, and how to survive a founder transition. Topics: Commercial co-ventures – 4:41 Website required financial information – 8:43 After hours volunteer – 15:34 Surviving a founder transition – 19:21 Mentioned this week: The Alliance for Nevada Nonprofits Guidestar List of state associations IRS Public Disclosure Requirements Ask us a question

This week, Stacey recommends arm wrestling to help determine a cash reserve strategy, we explain the difference between a fiscal sponsor and a fiscal agent, and get a bunch of great information on social media engagement with expert Heather Curry Frommer. Topics: Fiscal sponsors vs. fiscal agents – 1:22 Social media engagement – 9:46 Interview with Heather Curry Frommer, Social Media Expert – 11:35 Cash reserves – 21:11 Mentioned this week: The Alliance for Nevada Nonprofits Food Bank of Northern Nevada Three Square Community Foundations Ask us a question

This week, Andy finally shows his true colors about his commitment to the nonprofit sector, we discover that it’s probably already too late to start thinking about Giving Tuesday, and talk about what to do with an unexpected surplus. Plus we get a complicated question about fundraising experience for career advancement, and Stacey shares some great tips about landing a good board position. Topics: Reconnecting with a lapsed donor – 1:54 Do you need fundraising experience to advance in your career? – 5:27 Dealing with a surplus – 14:26 Finding a governing board position as a young executive – 19:24 Preparing for Giving Tuesday – 27:01 Mentioned this week: The Alliance for Nevada Nonprofits Association of Fundraising Professionals – Sierra Chapter Association of Fundraising Professionals – Las Vegas Chapter Giving Tuesday Ask us a question

This week, Andy reminisces about 80s glam rock, we find out the wrong time to talk about board giving, and Stacey shares her best teambuilding secret. We also discuss different kinds of audits and how to deal with a board member intent on ruining your retreat. Topics: Fundraiser or scam? When to get which audit Bringing up board giving Best teambuilding exercises Unhelpful board members Mentioned this week: The Alliance for Nevada Nonprofits Focus Property Group Pay to play Ask us a question