Today, Meghan and I are diving deep into the early years of running a nonprofit – that tricky “danger zone” between one to three years where everything feels like it's falling apart.

On this episode of Charity Therapy, we're chatting about how to tackle burnout, handle fundraising nightmares, and smooth out those internal squabbles that can really put a damper on things. Plus, we’ll be answering a juicy listener question about reviving a nonprofit its president unilaterally dissolved. Spoiler alert: governance drama and IRS headaches ahead!

We'll walk you through the maze of bureaucratic steps needed to bring a dissolved nonprofit back to life – or decide if it's better off staying in the grave. We’ll talk about the difference between a fully dissolved nonprofit and one that's just been left to gather dust and why that matters. Reapplying for 501(c)(3) status isn't exactly a walk in the park, but we have some tips to make it less daunting. But it's not all paperwork and processes – we also celebrate the incredible passion and dedication of nonprofit folks like you. Remember, focusing on the human element is key to long-term success and growth.

So grab your favorite drink, settle in, and join us for a conversation that's as insightful as it is relatable. And hey, if you enjoy this episode, do us a solid and leave a five-star review. Share it with anyone who might be struggling with their nonprofit journey. We’re all in this together!

• Why nonprofits often hit a “danger zone” in their first three years
• The burnout, fundraising woes, and internal conflicts that spell trouble for a new nonprofit organization
• A listener’s situation where the president dissolved their nonprofit solo
• How to potentially revive a nonprofit or start fresh
• The difference between a fully dissolved nonprofit and one that's just been left hanging, and why it matters
• The tricky process of reapplying for tax-exempt status with the IRS and understanding the procedural nitty-gritty
• How to reanimate an abandoned nonprofit and the potential drama it could stir up
• Why keeping the human side in mind is key to sustained growth and wellness

Mission Guardian: www.missionguardian.com

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Charity Therapy, Meghan and I cover the most important topic - the REAL differences between a Minnesotan and a Wisconsin accent!

But don't worry. We quickly shift gears to talk about something really important for nonprofits: DBAs (Doing Business As). We answer a listener's question about juggling legal name changes and DBAs without making things overly complicated. Trust me, you'll walk away with some practical tips to make your nonprofit life a whole lot easier.

In the second half of the episode, we get into the nitty-gritty of managing multiple DBAs for nonprofits. Meghan and I break down the annual compliance you need to keep up with and warn against filing unnecessary DBAs that just add to your workload. We even chat about how keeping an old DBA can help make rebranding smoother. Plus, we've got some funny anecdotes and past episodes to reference if you need a deeper dive into nonprofit branding. 

Whether you're a nonprofit newbie or a seasoned pro, join us for some laughs and loads of actionable advice. We'll help you navigate the maze of DBAs, compliance, and rebranding, all while keeping things light and fun. And don't forget to share your own quirky accent stories with us on social media—we'd love to hear from you!

• What a DBA is for nonprofits
• Keeping things legal and clear for banks and the public
• A listener's question on filing multiple DBAs after a name change
• When you should file a DBA (hint - not just for the heck of it!)
• Strategies for rebranding
• Keeping an old DBA during a transition
• The headaches of managing multiple DBAs
• The need for annual state registration
• Risks of letting state registrations lapse
• Avoiding extra work and potential legal messes
• Avoiding being shady
• Only file DBAs if they solve real problems
• Over-filing creates more hassle and paperwork

• Episode about branding & changing the nonprofit’s name: https:/birkenlaw.com/charity-therapy-podcast/ct105

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Ever thought running a charity is all about helping people and feeling good? Strap in because Meghan and I are about to take you on a wild ride through the real ins and outs of starting and keeping a nonprofit afloat. Spoiler alert: it's not all sunshine and rainbows. There are hoops to jump through and some pretty sticky rules that can trip you up. But don't worry. We're here to help you through it without pulling your hair out.

In this episode of Charity Therapy, we get super honest about how starting a nonprofit isn't as simple as just wanting to do good things. There's a bunch of rules and paperwork that can make your head spin. We talk about why it's tough and why sometimes the best thing to do might be to skip starting a nonprofit altogether. Yep, you heard that right. Sometimes, it's easier to help in your community without all the formal stuff. We're here to share our stories and tips and remind you that if you're feeling overwhelmed, you're totally not alone.

Lastly, if you're already running a nonprofit and find yourself tangled in red tape, we've got your back. We dive into why there are so many rules and what you can do instead of getting stuck. We even tackle the big question: why is it all set up this way? Trust me, we feel your pain, and we might just have a few laughs along the way because sometimes you've just got to laugh to keep from crying, right?

So come hang with us, bring your toughest questions, and let's navigate this nonprofit jungle together.

• Spilling the tea on how starting a nonprofit is like an obstacle course with the IRS and state laws ready to trip you up
• The mountains of rules surrounding nonprofits
• Why doing good doesn't mean you gotta start a nonprofit
• When to skip the headache and do good in your community without the red tape
• The reasons behind the government’s tight leash on nonprofits
• Other ways to make an impact without the paperwork pain
• A listener's vent about nonprofit startup costs and Jess's hot take
• Solutions for small missions with big hearts

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

How do you keep your donors engaged and invested in your mission? Matt Barnett of Bonjoro sat down with me to talk about the future of donor engagement - personalized video. Listen in to find out how personalized videos can set you apart from other orgs and help create donors that are superfans of your nonprofit.

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Jess and Meghan are joined with Jason Viana, Executive Director of the Open Door, in answering another batch of nonprofit questions found on the internet.  What can you do to reanimate a nonprofit that's been lying dormant? How can you raise money for your organization during a pandemic? How can founders manage their mental health while running a nonprofit? Listen in and find out!

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How often do people's childhood dreams become reality? Considering how few astronauts there are in the world, I'd say it's pretty rare. But Therese Gruba made it happen. Therese is the co-founder of New Hope for Families, a faith-based nonprofit in northern Minnesota that supports foster families, and she sat down with me to talk through her journey of making her dream a reality.

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If you're a nonprofit leader in 2020, you're probably taking another look at the org's diversity, equity, and inclusion efforts. It might be tempting to just add a diversity goal to your next strategic plan and call it a day - but that doesn't address the real problem. My guest Reid Zimmerman sat down with me to discuss one of the secret causes for the lack of diversity in nonprofit organizations.

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Jess and Meghan are joined again by Jim Hall to answer another round of nonprofit questions taken from the hallowed halls of Reddit. Is it illegal to break Roberts Rules at a board meeting? Is there a secret way to start a new nonprofit - without all the annual reporting? Can you stop someone from copying your nonprofit idea? Listen in to find out!

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If one word encapsulates 2020, I'd have to say it's uncertainty. Between a global pandemic, the reignited fight against police brutality and racism, a looming recession, and an upcoming presidential election, no one knows what 2021 will look like. That kind of uncertainty infects every aspect of your decision-making, in your life and in your work. I sat down with economist and statistician Shefali Mehta to talk about what that uncertainty does to your brain and how you (and your nonprofit) can grow through it. 

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It's spring 2020, and everyone is feeling a little vulnerable to being taken advantage of. Whether you're a donor or a nonprofit, how can you trust those around you? Are your donation dollars actually going to charity? Are your organizational partners really in this to pursue your mission? I sat down with my friend and ethics attorney Eric Cooperstein to talk about two lawyer-nonprofit scandals you can learn from.

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Nonprofits tend to be pretty risk-averse. I mean, failing could mean losing donor confidence, right? But on the other hand, how can we expect to pursue our missions without trying new things? I sat down with Antonio Cardona from Pillsbury United Communities to talk about how nonprofits can take certain risks today to make a lasting difference in their communities.

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Missed out on the SBA disaster loans because they ran out of money? They're baaack! Congress funded more disaster relief again. In this episode small business accounting guru Dana DeZiel answers questions like Who can apply? Is your nonprofit eligible? Why would you NOT want to get one? Where can you apply? Find Dana https://www.supportingstrategies.com/bio-dana-deziel. Check out DivvyPay mentioned www.getdivvy.com Find me @JessBirken or head over to my website at www.birkenlaw.com 

With the coronavirus pandemic, things are changing every single day. It's easy to miss out on some of the updates. So, I called my friend and colleague Chad Staul to come and talk about the new paid leave laws that go into effect today. Every small business, nonprofit or for-profit, with less than 500 employees should tune in - this affects you!

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I've got a real treat for you in this episode of Charity Therapy. It's all about finding that sweet spot for your nonprofit's mission and vision without tripping over those pesky legal lines.

Meghan and I dive into why your mission should feel like a finish line you can cross—not just some far-off dream you're chasing forever. We also get real about those missions that are so big and messy that they could keep you busy till the end of time. But don't worry—we're all about keeping it real and making sure you've got goals you can tick off your list.

Then, we're chatting about sprucing up your mission to match all the cool new stuff your nonprofit is up to. Because let's face it, your group isn't the same as it was 20 years ago, and neither should your mission statement. I'll let you in on the secrets of keeping it fresh and legal so the IRS stays off your back while you're out there changing the world. Remember, it's like giving your nonprofit a new haircut—you want to look sharp but don't want to end up with a style that screams, “I lost a bet.” Lastly, we're giving high-fives to those forward-thinking nonprofits planning for the future like champs.

Together, we're making the nonprofit journey less of a solo hike and more of a group road trip—complete with cheesy snacks and off-key singalongs. Let's hit the road and make some magic happen for your nonprofit!

• Diving into the confusion between nonprofit mission vs. vision

• Why mission vs. vision is like comparing your wildest dreams to the steps you need to take toward them

• The achievability of a nonprofit mission can be a can of worms

• Being too successful might put you out of business

• Updating your mission statement and keeping the tax folks happy

• Broadening your mission statement to help growth, but clarity is key!

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

As schools are called off for the rest of the year, toilet paper flies off the shelves, and shelter-in-place orders are announced, anxieties are high. Everyone is worried about money, jobs, health, and how to stay sane in the coming weeks. So, as a leader at a small nonprofit, how are you supposed to make decisions for the organization? Meghan and Jess meet up (virtually) to chat about how to get your mind right and steer the nonprofit forward.

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Is common sense enough to run a successful nonprofit? Spoiler alert: NO! That being said, a good dose of common sense certainly helps. In this episode, your hosts Jess and Meghan are joined by Jim Hall to talk through some thorny nonprofit questions, ranging from what happens when an org goes under to how to deal with tricky funders. Listen in and see whether your nonprofit common sense is up to snuff!

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It's easy for nonprofits to fall into the habit of doing things just because that's "how they've always been done." But sometimes you have to disrupt the status quo to make new progress toward your mission. I sat down with Maria Huntley, ED of the Minnesota Academy of Family Physicians, to talk about how one big change can make all the difference.

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Running a nonprofit is no easy task. Thankfully, there are TONS of resources out there if you just know where to look. I sat down with Kris Kewitsch of the Charities Review Council to talk about what holds nonprofits back and how the Council's Accountability Standards can help YOU level up your nonprofit. 

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What do you do with a starry eyed young person who thinks they can go to law school and change the world? You let them interview you and tell them the long and winding road to working with nonprofits and government. It ain't easy! I had the random chance to interview Katlyn, who is hell bent on making a difference - who am I to stop her? But hopefully if you've ever thought "I'll go to law school and work with nonprofits! Yay!" then you'll give this episode a listen. 

Guest Amy Arcand of Willow Consulting joins your host Jess Birken to talk about what happens with people stop being polite and start getting real (LOL - you may be too young to get that joke) about firing their ED. How do you survive the aftermath? Amy is an expert Interm Executive Director and shares her story and her advice for nonprofit orgs going through an exec transition.

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Charitable giving is on the decline - big time. Studies now show that only 53% of Americans donate to charity. What does this mean and what do nonprofits need to focus on for the future? Are donations doomed? I talk with Steve Boland of Next In Nonprofits to find out his take. 

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When is it time to give up and admit that it's just not working. In this episode Jess and the Birken Law team talk about giving up the ghost on a failed nonprofit; boards that throw in the towel; terminating problem members; an ED that needs to stop using her personal bank account; and, whether you should kill your volunteer program.

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It's holiday time - the season for turkey, big retail deals and...charity donations! How do YOU decide who to give to? Does facebook tell you which  nonprofits are naughty and nice? 

In this episode we talk about how nonprofits that succeed are often under fire from unfriendly elves. Be a seasonal smarty and listen to this one!

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In this episode of Charity Therapy, we're taking on the tricky world of conflicts of interest in the nonprofit sector.

Have you ever wondered if having family or friends on your board is okay or whether hiring a board member's offspring to build your website might raise some eyebrows? Don't fret - you're not alone! We're all about busting myths and providing clear, simple information on this often misunderstood topic.

Let's talk about conflicts of interest - and no, I don’t mean your run-of-the-mill arguments or disagreements. We're talking about divided loyalties and competing interests that could cloud decision-making in your nonprofit. A listener got us started on this journey by sharing their concerns about founding a nonprofit with family members on the board. It's not illegal, but it sure does make things interesting! We explore how to identify potential conflict-ridden situations, and we've got some handy strategies to manage these instances like a pro.

Finally, we share some insider tips on setting expectations and policies, the importance of transparency and disclosure, and how to support each other through the process. Remember, it's not about avoiding conflicts altogether but knowing how to navigate them when they do come up.

Buckle up and join us for an episode packed with advice, insights, and a healthy dose of humor - because who says you can't laugh while learning about nonprofit governance? Whether you're a seasoned pro or just strapping on your nonprofit boots, this episode is for you.

• What a conflict of interest REALLY is (Hint - it’s not just about disagreements!
• What it means to have divided loyalties and competing interests
• Whether it’s okay to have friends and family on the board of a new nonprofit 
• Whether you can hire a board member’s family member through a nonprofit
• The importance of conflict of interest policies in nonprofits
• Conflicts are not inherently bad and don't have to be terrifying
• Pro tips to make the process of dealing with conflicts so much easier for your board 

Check out Mission Guardian Toolkit, a legal resources subscription: missionguardian.com/toolkit

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Today on Charity Therapy, Meghan and I dive into the sometimes tricky and often murky waters of nonprofit tax exemption and financial compliance. Think of us as your guides on a thrilling trek through the IRS jungle, equipped with the know-how to tackle those intimidating forms 1023 and 1024. And yes, we'll even chat about my duck Clover's latest shenanigans – because why not mix a little quack with our quality advice?

We're talking shop and celebrating a nonprofit that totally crushed its fundraising goals (high fives all around!). But, as they say, with great fundraising comes great paperwork responsibility. Transitioning from a simple 990N to the full 990 form can be daunting, but fear not! We're here to help you navigate the choppy seas of record-keeping, getting help from pros when you need it and bracing for those state audits that can pop up when you least expect them. It's all about keeping your nonprofit financially fit and compliant as it grows.

Join us as we break down what it really means to apply for tax exemption (spoiler alert: it's not a walk in the park) and answer a listener's burning question about an unexpected cash windfall (hello, big bucks!). Remember, while the IRS isn't out to get you for being unexpectedly awesome at raising funds, they expect you to play by the rules.

Buckle up, bring your questions, and let's make this nonprofit journey a little less bumpy and a lot more fun. And as for Clover? She's doing just fine, taking baths in dish pans and living her best duck life.

• A fun journey through the IRS maze, with duck tales and expert advice on nonprofit tax forms

• Learn the real scoop on the 1023 and 1024 forms

• Why the “EZ” in 1023-EZ might be misleading

• Get clued in on what to do when your nonprofit's cash flow goes from small change to big bucks

• The switch from 990N to the full 990 form

• Why meticulous records and a pro accountant are your nonprofit's new best friends

• Tips on staying financially healthy and compliant – even when you hit the jackpot with a huge grant

• Jess’s mud-splattered morning with her duck Clover proves that nonprofit work can be as unpredictable as a backyard barnyard

• A shoutout to the proactive nonprofit that remembered its financial limits

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Welcome, folks! You're tuning into our very first episode of the Charity Therapy podcast. I'm your host, Jess Birken, attorney and the owner at Birken Law Office, and I’m joined by my super cool co-host and wing woman, Meghan.

I’ve worked in the nonprofit sector for most of my professional life, and I can’t wait to share it all with you. You know - the ups, downs, and those pesky curveballs - that this sector tends to throw at us. 

In this episode, we introduce ourselves, and you'll hear all about our adventures in the nonprofit sector. We talk about how we got into nonprofit work (hint: it wasn't a straight path), why we decided to start Charity Therapy, and why it's absolutely crucial to have honest conversations about the issues nonprofits face. We're basically your tour guides - ready to help you navigate through the world of nonprofits.

But here's the thing: We can't do this alone. We need you! Your ratings and subscriptions can help us reach more folks and amplify the impact of our content. Plus, we want to hear your stories, questions, triumphs, and tribulations. Every story matters to us, no matter how small.

Buckle up, and let's get started!

• Who we are & why we started Charity Therapy 
• What is Charity Therapy and what you can expect in an episode
• Why we NEED to openly discussing common issues nonprofits face
• Our aim to create a community where everyone can learn, grow, and navigate the nonprofit world together
• How to send over YOUR questions and stories

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Jess is coming at you with another episode that's gonna knock your grant-seeking socks off.

In this episode of Charity Therapy, Jess is hanging out with the amazing Allison Welch, who's like a treasure hunter for grants, guiding us through the twists and turns of nonprofit funding. We're peeling back the curtain on that mysterious world of grant dollars, and it's not just about waving that 501(c)(3) magic wand and watching the money fall from the sky.

We're getting down to the nitty-gritty of what you really need to snag those grants – a mission statement that sticks, a rock-solid program that's just begging for support, and the financial storytelling that proves you're the real deal. And for a bit of real-world spice, we tackle a listener's pickle with reimbursement grants. Yep, they're as tricky as they sound, but fear not! We're sharing how they navigated those choppy waters and came out with their pockets full.

Now, don't go thinking this is your typical snooze-fest chat about funds and figures. Oh no, we're bringing the fun with our take on the funder-fundraiser dance, advocating for a buddy-buddy approach that could open doors to a goldmine of support. Plus, we're diving into the AI debate – can robots really help write grant proposals, or do they lack that human sparkle?

Tune in and get armed with the insider knowledge that could make all the difference for your nonprofit's future. Grab a snack, hit play, and let's conquer the grant game together!

• Discover why 501(c)(3) status is just the start of your nonprofit's funding adventure

• Learn the must-haves for snagging grants: a sharp mission, a solid program, and financial docs that share your money story

• The lowdown on managing reimbursement grants

• Change your tune on fundraising: think partnership—for a dance with donors that could mean big bucks

• Chatting with funders and asking for advice to open doors to more moolah

• AI in grant writing and why human touch wins for connecting with funders' hearts and wallets

• Grants ain't fast food—they're a slow cook to success

Allison Welch Consulting: www.allisonwelchconsulting.com

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

You're about to dive into a podcast episode that's gonna change the game for your nonprofit's events. 

On this episode of Charity Therapy, Alicia Baraga joins Jess, and she's the superstar behind Ripple Event Marketing. We're unpacking all the tips and tricks to create fundraising events that are as unique as your mission – and it's not just about throwing another boring gala.

Jess and Alicia kick things off by chatting about the wildest events they’ve seen, from a beanbag tournament on a baseball field to a dueling piano showdown in an airplane hangar (yep, you heard that right!). We'll help you figure out who your crowd is and how to plan something they'll actually want to show up for, all without breaking the bank. Alicia dishes out the real talk on why it's super important to set clear goals so you can high-five yourself when your event is a smash hit.

We know money can be tight, especially when you're just starting out. That's why we talk about where you can be smart with your budget, like maybe picking up some know-how from a course like Event Brand Boot Camp instead of hiring a full-blown event planner right off the bat. By the end, you'll have a bunch of resources and enough confidence to plan an event that might just be the talk of the town.

Tune in, take notes, and get ready to throw an event that will have everyone buzzing with excitement!

• Alicia Baraga spills the beans on rocking nonprofit events with limited cash and space

• Pinpoint where you really need help and consider taking a class like Event Brand Boot Camp

• Unique venues can turn a blah event into the talk of the town

• Sponsorship is about making friends with local businesses who dig what you do

• Find sponsors early in the planning stage

• Talk to your boss about funding your event

Alicia’s Brand Bootcamp: https://rippleevent.teachable.com/p/event-brand-bootcamp/

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Have you ever thought about what your nonprofit looks like to the rest of the world?

Well, buckle up because we're diving headfirst into the wild world of branding with Justin Bieganek. We're not just talking logos and colors; we're getting into the nitty-gritty of what makes your nonprofit tick and how to connect with people's hearts—not just their wallets.

Picture this: You run a cat rescue, right? You've been all about giving older and disabled kitties a cozy place to land for years. But now you're doing so much more, from helping with vet bills to teaching pets fancy tricks. And your board's like, “Should we change our name?” You're freaking out because, let's be honest, that sounds like a ton of work. Justin's here to help us figure out if a name change is the cat's meow or if it will just cause a fur-ocious headache.

We're keeping it real and talking about the scary stuff, too, like what if your supporters don't dig the new name? Justin's got some wizard-level advice for navigating those choppy waters. We're all about making sure your nonprofit is dressed to impress and ready to attract new folks who are just as passionate about your cause as you are. And hey, if you're feeling a bit like a scaredy-cat about all this change, that's okay! Change is tough, but we've got your back.

Come join us for some laughs, a few “aha!” moments, and maybe even a lightbulb or two going off as we tackle the big, bold world of nonprofit branding.

• The heart of nonprofit branding—it's more than just a logo!

• A cat rescue's branding pickle: Should their name change after expanding their mission?

• Why it's crucial for names to mirror your identity

• The courage to evolve and the strategy to keep your mission, vision, and values intact

• Rebranding as a means to energize your team, draw new talent, and strengthen community ties

• How envisioning success can turn those scary feels into rebranding thrills

• Justin’s thoughts on tackling stakeholder resistance

• Connecting and turning your brand into a community's heartbeat

Learn more about Justin & Mercury Creative Group: https://mercurycreativegroup.com/

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Today on Charity Therapy, Jess shares some real talk about the wild world of nonprofit tax forms.

Yeah, we know taxes can be a snooze fest, but stick with us! In this episode, we’re bringing on the legendary Eve Borenstein, who's basically the superhero of IRS Form 990. Together, we're tackling the crazy challenges you face with these forms and helping keep your nonprofit from getting lost in the IRS maze.

Have you ever felt like pulling your hair out when dealing with the IRS? You're not alone! Eve and Jess chat about why the IRS seems stuck in the dark ages and how it's messing with nonprofits big time. We're dishing out the juicy details and even some nonprofit gossip that you can actually find on these forms. Yeah, gossip – who knew tax forms could be so telling?

We also get into the nitty-gritty of the public support test. It sounds like a big deal because it is – it's the thing that keeps your nonprofit in the clear for tax-exempt status. Plus, we're sharing some horror stories from nonprofits just like yours that have been through the wringer with the IRS. And guess what? We've got some handy tips and tricks to help you come out on top.

Grab your life vest, and let's navigate these choppy nonprofit tax waters together!

• “Queen of the 990” Eve Borenstein spills the tea on keeping your nonprofit from sinking in IRS drama

• Learn how to avoid the automatic "you're outta here" from the IRS

• What to do if the IRS messes up your 990 forms

• The scary public support test and showing you've got a bunch of different people backing you up – not just one big spender

• The short-staffed IRS causing major headaches for nonprofits

• Stories of IRS chaos and tips on dealing with it

• Weird penalty letters from the IRS and keeping your cool

• How filing your 990 is like your nonprofit's yearbook – it tells your story

• Straight talk from Eve on how the IRS's old-school tech and understaffing are making life tough for nonprofits

Contact the IRS about an erroneous revocation: www.irs.gov/charities-non-profits/automatic-exemption-revocation-for-non-filing-action-required-by-organization-with-documentation-that-it-filed

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Today, we're diving headfirst into the exciting world of nonprofit boards of directors - and specifically, how to bring in new board members! We know - it sounds like something only a paperwork-loving lawyer could adore, but stick with us. It's going to be fun!

On this episode of Charity Therapy, we're peeling back the curtain to reveal how to get those new board members feeling like part of the family in no time. Trust us, it's a game-changer for your nonprofit's success!

We've all seen it – that fresh-faced board member shows up eager to help, only to be left bewildered by acronyms and inside jokes from meetings long past. Not on our watch! We're sharing tips on how to avoid those "deer in the headlights" moments with a warm welcome and some super practical steps. Think of it as setting up a board member playdate where everyone ends up besties, complete with secret handshakes (okay, maybe not that far). But seriously, we're making sure you have the know-how to guide those newbies from clueless to clued-in, ensuring they're ready to make those big, important decisions confidently.

We're not just chatting about the best practices; we're serving up real-life "I can actually use this" advice. From crafting a welcoming packet that doesn't bore people to tears to pairing up your new board member with a seasoned pro who can show them the ropes – we've got you covered. Plus, we're tackling how to mix in a little bit of that special sauce – your organization's culture – so that everyone's singing from the same song sheet.

So, grab your headphones and a comfy chair, and let's turn the sometimes bumpy road of board onboarding into a smooth ride to success!

• The overlooked part of nonprofit life: onboarding new board members

• Why onboarding board members is just as important as hiring new employees

• How to make new board members feel ready to tackle their roles

• What is a "board buddy" and why you should use them

• How the nonprofit's core values will help you identify and integrate new members 

• What processes for recruitment and onboarding you need 

• How to get new board members up to speed so they can make informed decisions right from the start

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Charity Therapy, we’re digging deep into fundraising - specifically, how to do it ethically. If we’re going to be asking people for their hard-earned dollars, it’s important that we do it right, right?! Check out this episode to help make sure you're on the right side of the law, focusing on your mission, and keeping donor info private. 

We're dissecting the Association of Fundraising Professionals' code of ethics and tackling a sticky real-life situation from a listener about a board member wanting member emails. Talk about needing a solid privacy policy!

But we're not just chatting about ethics. We're going right to the heart of the culture of nonprofit organizations. Documents like your conflict of interest policy and donor privacy policies aren't just boring paperwork. They're really important tools that can shape your organization, especially when the going gets tough. We also discuss how overwork and burnout can impact decision-making and the need for a healthy, values-driven work culture to stop any unethical practices. 

Whether you're a seasoned pro in the nonprofit world or just starting, this episode is packed with pearls of wisdom.

• What ethical fundraising even is

• About the Association of Fundraising Professionals'  and their code of ethics

• Whether it’s okay to share your donor’s private info with others (hint - NOPE!)

• The need for robust privacy and conflict of interest policies

• How the nonprofit’s culture can make or break your fundraising practices

• How clear policies and a positive work culture can prevent unethical messes

• The harmful effects of overwork and burnout on decision-making

• How to foster a positive, values-driven work culture

Association of Fundraising Professionals Code of Ethics: https://afpglobal.org/ethicsmain/code-ethical-standards

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

We’re back again with another episode and spilling the beans on a tricky, often overlooked concept - private benefit. You'll want to tune in as we break down what private benefit even IS, plus why it plays such a crucial role in nonprofit organizations. 

In this episode of Charity Therapy, we answer a listener's question about setting up a dog rescue on their personal property. It's a unique situation that opens up a can of worms about private benefit. We go in-depth about the potential challenges and pitfalls this could bring. We're big believers in tough love, so prepare yourself for some brutally honest feedback and advice.

Whether you're a nonprofit veteran or just starting, don't miss this chance to learn, laugh, and possibly even cringe a little. We're always here to listen, advise, and support you on your nonprofit journey. Send us your questions, share your experiences, and don't forget - a little humor goes a long way in this sector.

• What is private benefit in nonprofits

• Why it's a bad idea to set up a charity that will benefit YOU

• A listener's question about starting a dog rescue at home

• The possible legal trouble and damage to your rep if you try to gain from your nonprofit personally

• Who really owns a nonprofit (Hint: it’s not the founder!)

• Why a nonprofit organization's resources should be used for the public good - not to fill the founders' pockets

• “Tough love” and honesty to avoid future problems, even when the truth hurts

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Welcome to another episode of Charity Therapy! This time, Meghan and I dive into the emotional and often tricky process of nonprofit dissolution. It's a rollercoaster.

We'll talk about what happens to leftover funds and how to make sure they go to the right places, respect donor wishes, and keep the nonprofit’s mission alive. Plus, we've got some advice for a former executive director wrestling with how to distribute those remaining funds in a meaningful way. Spoiler: sometimes, overthinking can be the real villain.

In the second half of the episode, we flip the script and invite you to join our community. We want to hear your stories, questions, and feedback—anonymously, of course. Your ratings and comments, especially those shiny five-star ones on Apple, help us keep bringing valuable content to the nonprofit world. And hey, I even compare our intense discussion to taking a cold shower—refreshing but definitely eye-opening.

Lastly, remember, we’re all in this together. The nonprofit world can be tough, but you’re not alone. Grab your headphones, get comfy, and let's dive into this heartfelt and insightful episode. You won’t want to miss it!

• The tricky process of dissolving a nonprofit

• How to handle leftover funds without breaking a sweat

• IRS guidelines for transferring assets

• A former executive director’s question about making big donations to a few nonprofits or spreading the money around

• The emotional struggle of letting go of a nonprofit closing down

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Charity Therapy, Meghan and I dig deep into Founderitis, also known as Founder's Syndrome, in the world of nonprofits.

As we answer a listener's question about balancing founder power and decision-making, we explore planning for a future that extends beyond a founder's tenure. Trust us - it's not about having absolute control but about sustaining your nonprofit's mission for the long haul!

Navigating the nonprofit world can feel like crossing a minefield blindfolded, especially when dealing with Founderitis. How are you supposed to grow when you’ve got someone clutching the reins of the org with a vice-like grip?! But fear not! Meghan and I are here to guide you through the rocky terrain. We'll be sharing some nuggets of wisdom on how to sidestep the pitfalls of Founderitis behavior. We've got you covered, from building an effective board to fostering relationships with potential new members.

Another important point in preventing (or treating) a case of Founderitis? Your bylaws and governance practices. Remember, being a charismatic leader isn't about keeping complete control; it's about ensuring your nonprofit's mission continues to thrive, even when you're no longer at the helm.

Sit back, grab a cup of your favorite brew, and let's dive into Founderitis and nonprofit governance!

• What is Founderitis or Founder's Syndrome

• Why it's a bad idea to write rules that give the founder too much power

• The nonprofit's mission should be bigger than the founder

• The problems with Founderitis in the nonprofit world and how to avoid it

• Building a kick-ass board and getting to know possible new members

• When to get help when writing rules that prevent Founderitis

• Being a great leader means making sure the nonprofit's mission keeps going strong

• How to engage new potential board members in your organization

• How the nonprofit’s culture can make-or-break Founderitis problems

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Charity Therapy, Meghan and I break down nonprofit bylaws and everyyyyything you didn’t even know you needed to know. Trust me - by the end of this episode, you'll be a nonprofit legal eagle! From the implications of not following bylaws to debunking common misconceptions, we're laying it all out there - and throwing in a good dose of humor along the way.

We tackle a question from a listener who's a little unsure about the legal and ethical aspects of a decision made in their organization. The president of their nonprofit unfortunately passed away, and the vice president stepped in - but now he's postponing elections until 2025! Sounds complicated, right? But don't worry. We're diving deep into this and breaking it all down.

If you're confused about nonprofit bylaws or have ever wondered about the rights and expectations of voting members in your organization, this is the episode for you. We're all about bringing clarity to complex matters and reminding you that you're not alone on your nonprofit journey.

• Debunking misconceptions about nonprofit bylaws

• The importance of an organization's constitution

• A listener's question about a president postponing elections after a sudden death

• The legal and ethical issues surrounding a postponed election

• Adhering to bylaws even when non-compliance may not have severe consequences

• A potential 501(c)(3) violation by an "assumed president"

• Holding a special election to maintain proper procedures

• Avoiding legal issues in nonprofits and getting professional advice when questions come up

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, Meghan and I are diving into the nitty-gritty of politics within the nonprofit world.

Have you ever wondered if your nonprofit can hire someone running for local office? Well, a listener recently asked us that very question, and we’re ready to tackle it head-on. We're going to peel back the layers of rules and regulations and discuss the potential hurdles and solutions around this tricky subject.

We're not stopping there, though. We'll also dive deep into the larger landscape of politics and nonprofits. From offering tips on navigating through the maze of regulations to discussing nonprofits' role in the political arena, we've got you covered. Plus, we'll be sharing stories from other listeners navigating similar challenges. Trust us, this is one heck of a conversation!

Whether you're a seasoned nonprofit pro or just starting your journey in this sector, we're here to guide you through these complex waters. Our goal is to make this episode both informative and enjoyable. And hey, who knows? You might even walk away with a couple of laughs!

Get ready for some charity therapy, pumpkin spice latte style (it's fall, after all!). Join us as we decode the fascinating world of politics within nonprofits.

• A deep-dive into whether nonprofits can hire someone running for local office

• Pulling back the curtain on the maze of regulations around politics and nonprofits

• The roles nonprofits can and can NOT play in the political arena

• Insider tips to navigate these regulations with the nonprofit know-how

• Real-life stories from listeners navigating similar challenges

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, we’re diving deep into the mysterious realm of nonprofit chapters and affiliates.

If you've ever been perplexed by the nonprofit world's labyrinth of structures and systems, we've got your back! Meghan and I will explain the crucial differences between chapters and affiliates (who knew they were different?!) and how they can intertwine in an intricate organizational matrix.

In this journey through the nonprofit universe, we're going to tackle the question that keeps many of us up at night: To start a nonprofit or not to start a nonprofit? For a group that’s a small chapter of a larger national org, that question can be really tricky!

We'll discuss the importance of understanding the support (if any) a national organization gives its chapters or affiliates and all the implications of going out on your own. Spoiler alert - sometimes it’s better not to start a new organization at all!

Strap in for a ride through the intricacies of nonprofit structures, full of laughs, a-ha moments, and practical advice. Whether you're a seasoned veteran in the nonprofit sector, contemplating starting your own organization, or just fascinated by this world, this episode is for you. As we say in the biz, there's never a dull moment in the nonprofit sector - let's dive in and enjoy the ride!

• The differences between chapters and affiliates (and why it matters!)

• How organizational structures can easily get super complex

• The big question: Do you take a chapter and spin it off to be its own nonprofit entity?

• What kinds of support an organization may give its chapters and affiliates

• Why sometimes your group doesn’t need to be a nonprofit at all!

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode, we're tackling a BIG topic in the nonprofit world - how much should you do yourself vs hiring a professional? The nonprofit sector is FULL of DIYers, and sometimes that can get people into trouble. 

We've all had those moments where we've rolled up our sleeves and thought, "Sure, I can handle this!" But, when it comes to nonprofit work, sometimes that scrappy DIY spirit can lead to more harm than good.

Don't worry. We’ve got plenty of stories to share (some funny, some a bit painful) about the balance between doing it yourself and calling in the professionals.

A perfect example of when to call in the pros? Nonprofit bylaws. If you've ever thought that a standard one-size-fits-all solution is the best way to go, let us tell you - it's not that simple. Each state, type of nonprofit, and governance structure has unique requirements. Ignore these, and you could find yourself in a sticky situation, especially with board members. We’ll share expert advice on how to navigate this complex area and trust us, you don't want to miss it!

Tune in for some laughs, some learning, and a lot of practical advice. Whether you're a seasoned nonprofit professional or just strapping on your nonprofit boots, there's something here for you. Let's dive in, explore the balance of DIY projects versus professional assistance, and unlock the mysteries of customizing nonprofit bylaws.

• The eternal question for nonprofits - to DIY or not to DIY? 

• Weighing the pros and cons of doing a project yourself versus hiring a professional

• The crucial world of customizing nonprofit bylaws - it's not a one-size-fits-all situation

• How each state's nonprofit corporate statute, the type of nonprofit, and the organization's governance structure play crucial roles in drafting the bylaws

• The common mistakes nonprofits make when they underestimate the importance of bylaws

• Understanding the law, best practices, and organization theory and development when drafting bylaws

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hey there, nonprofit party people! In this episode of Charity Therapy, we're back again, diving headfirst into a topic that sounds about as thrilling as watching paint dry: meeting minutes. 

But stick with us! This episode isn’t going to put you asleep, I promise! We will shine some much-needed light on the hidden power of these underrated documents in your nonprofit board governance. 

We start by addressing a listener's burning question: can technology-assisted recordings replace traditional written meeting minutes? Spoiler alert: they can't! We've got a whole heap of reasons why.

In the second half of the episode, we venture into the murky relationship between meeting minutes and technology solutions. You'd think with all our AI gadgets and gizmos, there'd be an easy fix, right? Well, sort of. We talk about how using AI tools can help make minute-taking less of a chore and more of a breeze. But don't get too excited - we also stress why it's essential not to record every single detail during meetings. To round it all off, we explain the importance of training new board members on the art of minute-taking.

If you're in nonprofit management and find yourself grappling with board governance, this episode is packed with candid discussions and practical solutions to help you out. Let's turn those meeting minutes from mundane to magical!

• Meeting minutes’ significance in nonprofit board governance

• Why you shouldn’t replace your written minutes with meeting recordings

• The relationship between meeting minutes and technology

• Why you don’t want to document every minute detail during board meetings

• Some AI tools that can make the minute-taking process more manageable

• The importance of training new board members on meeting minute protocols

• How to address board members struggling with understanding their roles

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, Meghan and I bravely step into the IRS maze. 

Don't worry - we've got a flashlight and a sense of humor to guide us through! 

We talk about the unexpected humanity we found within the walls of this bureaucratic behemoth. We also unravel the often confusing and frustrating world of the IRS's automated systems, swapping anxiety for some much-needed clarity. 

In the second half, we take a deep dive into the world of nonprofit tax filing compliance. From the importance of filing your 990 with the IRS to the potentially disastrous consequences of neglecting it - we cover it all. 

But it's not all doom and gloom! 

Meghan and I underline the benefits of electronic filing and emphasize the importance of getting proof of filing from a trusted CPA. And yes, we also talk about the dire implications of a three-year filing lapse - buckle up, it's a wild ride!

Finally, we discuss having the right professionals guiding your nonprofit's finances. Why? Because the stakes are high, and a wrong move with the IRS can be catastrophic. We also share why you need a CPA who specializes in nonprofit accounting and how these professionals can help your nonprofit grow. 

Remember, Meghan and I are here to help you navigate these choppy IRS waters!

• The bureaucratic complexities of the IRS

• The difficulties in dealing with the IRS's automated systems and some common frustrations

• Nonprofit management and tax filing compliance 

• The serious consequences of neglecting to file a 990 form with the IRS

• The implications of a two-year filing lapse

• Why not filing taxes for two years can cause a loss of C3 status

• How electronic filing can save you hassle

• The critical role of professional guidance in nonprofit management

• Hiring a CPA specializing in nonprofit accounting

• How a CPA can help guide a nonprofit's growth

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hi there, fellow nonprofit champions! In this episode of Charity Therapy, we’re diving deep into the tangled world of strategic planning and how to lead a nonprofit team without losing your sanity. 

Our guest is Avi Olitzky, a rabbi-turned-nonprofit consultant, who’s an expert at guiding nonprofits through the process of creating a strategic plan that’s fresh, innovative, and tailored to your nonprofit. He breaks the process down into four key stages - discovery, synthesis, ideation, and outcomes - and focuses on empathic listening and innovation every step of the way.

But that's not all! We also explore the challenges of leading a creative team and the frustrations of having a vision without follow-through. I promise we're going to help you out here. We'll explore effective leadership strategies, including Jim Collins' concept of having the “right people on the bus.” And we’ll touch on a little tool called the Kolbe A index that might just be the key to understanding your team better. 

Join us for a hearty conversation brimming with insights, strategies, and practical tips for all you wonderful nonprofit leaders out there. Remember, even in the most serious of discussions, there's always room for a good laugh!

• Avi Olitzky’s approach to the often intimidating process of strategic planning.

• The four key phases of strategic planning: discovery, synthesis, ideation, and outcomes

• What happens when you don’t have the “right people on the bus” 

• The power of understanding your team better through tools like the Kolbe A index

• Why having the right people on the team is just the beginning

• How you can create an environment where everyone feels valued and appreciated

• The power of empathic listening and innovation. 

Good to Great by Jim Collins: www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

Traction by Gino Wickman: www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837

Kolbe A Index: www.kolbe.com/kolbe-a-index

Link to Avi’s website: www.olitzkyconsulting.com

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hey there! Welcome back to another exciting episode of Charity Therapy! We’re diving into the complexities of moving a nonprofit organization this time.

Yes, you heard that right - relocating an entire nonprofit. Sounds like a piece of cake, right? Well, not exactly. Even for the smallest nonprofits, it’s not as simple as finding a new address. 

In this episode, we tackle a listener's question about moving to a different state, and trying to take “their” nonprofit along with them (and whether they should in the first place!). If you think that's as simple as packing up and moving your home, you're in for a surprise! We'll guide you through the complications - from board member requirements to tax exemptions and employment laws. 

But that's not all. We also take a deep dive into the situations where you’d want to “relocate” an organization in the first place. Is there only one person involved in the nonprofit? What about the board of directors and community they’re leaving behind?  Will the operations even be necessary in your new community? We ponder these questions and much more.

Sit back, get comfortable, and join us! Remember, we're all in this crazy nonprofit world together!

• How even the smallest nonprofits deal with complex regulations, similar to Fortune 500 companies
• What it means to “move” a nonprofit (hint - it’s not what you think!)
• The trouble with having a nonprofit of one 
• The legal requirements to register a nonprofit in a new state vs. creating a new entity
• A listener's question about relocating a nonprofit and dissecting potential complications
• Why passionate people may need to consider volunteering at an existing organization instead of starting their own nonprofit 

Nonprofit Financials 101 with Megan Tarnow: youtube.com/playlist?list=PLJhdDWJL-yvzs3eaDaAHbQnPsbF8D-VTV

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

What if you could hang out with experienced nonprofit professionals and ask them your burning questions about the day-to-day life of nonprofits? What if you could take their wisdom and bring it back to your organization, for free? That's what we do on Charity Therapy. Hosted by Jess Birken - owner and lawyer at Birken Law Office. Every episode is an in-depth look at how to run a nonprofit, from fundraising to IRS woes to people problems and more! Our goal is to empower nonprofits to achieve your mission by doing things right.

Ever wondered what nonprofits can and can't do when it comes to politics?

On today’s episode of Charity Therapy, Meghan and I are diving into the tricky world of political activities for 501c3 nonprofits. We'll chat about the dos and don'ts of voter engagement, why 501c3s can't endorse candidates, and how 501c4s have more wiggle room in the political arena. Plus, we touch on the buzz around the Heritage Foundation and Project 2025. Spoiler: it's more complicated than you think!

We also tackle some common misconceptions about how the IRS handles complaints about nonprofits. It's not as simple as just filling out a form and sending it off. We'll talk about the reality of IRS oversight, the importance of detailed documentation, and why state attorney generals might be your best bet if you suspect a nonprofit is up to no good. If you’ve ever wondered how to properly report nonprofit misconduct, this episode is a must-listen.

By the end of our chat, you’ll have a clearer understanding of the rules nonprofits need to follow, and you might even find some humor in the chaos of IRS paperwork (yes, really!). Grab a cup of coffee, sit back, and let’s navigate these nonprofit political regulations together.

• The political dos and don’ts of 501c3 nonprofits

• 501c4s have way more freedom in politics than 501c3s

• Can you really shut down Project 2025 by filing a complaint with the IRS?

• Why filling out Form 13909 isn’t a magic wand

• The IRS is like a turtle while, state attorney generals are more like watchdogs

• How a TikTok-driven complaint tsunami can further slow down the IRS

• File real evidence against a nonprofit with both the IRS and the state attorney general

IRS Form 13909: www.irs.gov/pub/irs-pdf/f13909.pdf

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hey there! We are back again, and this time we’re delving into the nitty-gritty of growing a small team in the nonprofit sector.

We've been through the ups and downs of growing our own team at Birken Law Office, and we're here to share our ups and downs. From building an organizational culture to adapting to changing group dynamics, we've got you covered!

In this episode, we're tackling a question from a listener who's part of a faith-based social services ministry. They're dealing with messy communication and a lack of project management … and they're about to significantly increase their staff. Yikes! We get it. It's like being handed a unicycle when you've only just mastered walking. But don't stress. We'll share our favorite tools (spoiler alert: we're big fans of Agile and Kanban methodologies) and tips for making work easier and more streamlined, no matter your mission. 

And, of course, we're bringing our usual blend of humor and empathy to the table. Get ready for an insightful discussion that will empower you to manage your nonprofit growth.

Whether you're a seasoned pro or just strapping on your nonprofit boots, join us for a chat that's as entertaining as it is informative. Don't forget to bring your toughest questions - we ain't scared!

• Our personal experiences in growing the team at Birken Law 

• How to establish a strong organizational culture

• How to get out of your inbox (for real!)

• What project management tools can do to change your work life

• How to use Agile and Kanban project management methodologies to streamline your work

• Why your job descriptions really matter 

• Why delegation is the SECRET to team success

• How to consciously cultivate a team culture that aligns with the mission

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

It's me again--ready to challenge what you think you know about the nonprofit sector.

In this episode, I invite my guest - my 14-year-old - Max, to take a deep dive into the world of nonprofit boards. We're pulling back the curtain to reveal the roles of board members and officers, including the president, treasurer, and secretary. We also get into the nitty-gritty of the legal implications of compensating these folks. I promise you, this episode will not only feed your curiosity but will likely stir up some fresh thoughts about board dynamics. 

We also touch on the heart and soul of any successful nonprofit - effective communication and collaboration. We chat about decision-making processes and how vital every team member's input is. Max and I stress the need for clear policies and procedures - a magic key to navigating potential people problems and creating a good org culture. 

You're in for a treat as this isn't just a chat about nonprofits - it's about redefining how we perceive them.

• The different roles within nonprofit boards(like the president, treasurer, and secretary) 
• Why you shouldn’t pay your board members 
• Why you need clear policies and procedures 
• How to include the entire board in discussions and how important it is that everyone feels heard
• Some of the challenges of getting more diversity on nonprofit boards
• Whether nonprofit board presidents can have a veto power 
• Advice for creating solid policies and procedures for your nonprofit board

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

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The episode on Robert’s Rules: https://birkenlaw.com/charity-therapy-podcast/join-me-on-my-soapbox/

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, Meghan and I dive into the often-misunderstood world of conflicts of interest in nonprofits. What is a conflict, really? Is it a terrible, horrible, egregious situation to be avoided at all costs?! Hint: no! Not all conflicts are evil, and not everything people call a conflict of interest actually is one.. In this episode, you'll learn what to do (and what not to do) when a conflict of interest comes up in your nonprofit work.

We’ll also tackle a listener’s question about a board member's support of another organization - is that a conflict? Plus, what happens when board members and staff members are all the same people? 

Don't miss this episode that will help you better understand and manage nonprofit conflicts of interest! Whether you're a seasoned nonprofit pro or just dipping your toes into the world of charitable organizations, we’re here to help guide you through these tricky waters with empathy, humor, and practical advice.

• What is a conflict of interest
• What’s NOT a conflict of interest
• The problems that can come up when a board member is also paid staff
• The importance of due diligence when you’re thinking about joining a nonprofit board
• Why you NEED a solid conflicts policy

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We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

When you think about nonprofits, lots of different things come to mind - missions and visions, fundraising, hard-working staff, and strong communities. But do you know what most folks don’t think of? Efficiency.

Today, Meghan and I are taking you on a journey into the (messy) world of nonprofit operations. Working for a nonprofit can be tough, where you’re always trying to do more with less. But there's a better way. Let's challenge the idea that you have to work crazy hours to get things done and show your dedication. In this episode, we’re exploring ways to make your nonprofit work better and still have a life.

Standard operation procedures - what are they, and why do you need them? Tune in to hear how they can transform your nonprofit-life. Imagine everyone on your team being on the same page and having easy access to information. We cover the who, what, when, where, how, and WHY of SOPs and why it's totally worth it for every organization!

So, if you're ready to make your nonprofit run smoothly and get awesome results with less stress, don't miss this episode! We'll help you make a big impact while still enjoying your life. Let's make your nonprofit shine!

• Nonprofits are BUSINESSES
• How Standard Operating Procedures will save your organization
• What platforms are perfect for your SOPs (Airtable, Tettra, and Evernote) 
• Why you should take time to invest in the business side of a nonprofit!
• How to measure dedication to your mission; Hint: It’s not ‘hours worked!’

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Tettra - https://tettra.com/ 

Evernote - https://evernote.com/ 

OneNote - https://www.microsoft.com/en-us/microsoft-365/onenote/digital-note-taking-app 

Airtable: https://airtable.com/ 

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, Meghan and I tackle another fundraising question - this time about dealing with difficult donors.  This episode is a prime example of why it’s SO important to stay focused on your organization's mission, rather than bending to every whim of potential donors. Listen in as we share personal experiences of how being too accommodating to the folks with the big bucks can actually harm your nonprofit, and why it's crucial for organizations to have the courage to say no.

We do a deep dive into a listener's tricky situation with a demanding donor as they try to stay true to the organization's mission. This situation is the perfect case study of why it’s crucial that we as nonprofit folks cultivate a real relationship with donors, instead of just treating them like a set of deep pockets. Plus, we’ll share some ideas of how to handle donor requests that just don't align with your org’s goals.

Finally, you’ll hear about how questionable fundraising practices can impact your entire nonprofit. Is the culture of your org all about the almighty dollar, or are there other values being displayed in your fundraising? So, join us for this convo to explore the delicate dance between making donors happy and staying true to your organization's mission.

• When to keep your donors happy - and when not to!
• How to handle specific donor requests
• Why genuine relationships with donors will change your fundraising life
• What a gift acceptance policy is, and why you need one
• The problems that come from lying to a donor
• How your fundraising practices and priorities create the culture of the nonprofit
• The Importance of Culture in Nonprofits

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

I’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.