Just two questions for Stacey and Andy this week, but they’re biggies! When creating a strategic plan is a consultant really necessary, or can we spare that expense? Also this week, a technical question about calculating liquidity gets unexpectedly philosophical really fast. Thanks for joining us, and be sure to send us any nonprofit topic you want us to cover to questions@NonprofitEverything.com.

Topics:

• Do you need a strategic planning consultant? – skip to this question
• What do I include when calculating liquidity> – skip to this question

Mentioned this week:

Review us on Apple Podcasts!
Review us on Spotify!
Review us on Podchaser!
Hang out with us on Discord!
Ask us a question
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If there’s something more terrifying than having to tell a grantor that they’re wrong, we haven’t heard of it. Is it even possible to push back on a state agency interpreting a federal grant incorrectly? Stacy and Andy have some thoughts! Also this week, we talk about when it’s appropriate for the board to lead committees, and Andy goes off on a tangent about needing to get three bids for things. Thanks for joining us this week, and please don’t forget to send your questions to questions@nonprofiteverything.com.

Topics:

• What committees should be board run?skip to this question
• How do I correct a grantor who is misinterpreting federal guidance? – skip to this question
• Do we really need three bids for services? – skip to this question

Mentioned this week:

Review us on Apple Podcasts!
Review us on Spotify!
Review us on Podchaser!
Hang out with us on Discord!
Ask us a question
Sponsor the podcast

Are your staff meetings snoozers? One of our listeners has this challenge and Stacey and Andy are here to help! (Can we make them more dangerous — like with fire?) Also this week, we discuss the historical antecedents of hierarchical organizational charts, and chat about the pros and cons of giving refunds for program events. Do you have questions? Send them to us at questions@nonprofiteverything.com.

Topics:

• Should we give refunds for program events? – skip to this question
• How do we prevent boring meetings? – skip to this question
• Shifting to a hierarchical org chart – skip to this question
Mentioned this week:

Review us on iTunes!
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Review us on Podchaser!
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A listener asks if they need to convert their nonprofit to a foundation before selling it. Really. (This will be fun.) Also, what happens when board members hire their friends for paid contracts? We have opinions! And Stacy and Andy switch roles on encouraging a recalcitrant employee to fill out timesheets. Topics Do I have to convert my 501(c)3 to a foundation before selling it? How do I deal with a board member hiring a friend? Is there a way to get an employee to fill out timesheets on time?

Do you *really* have to sign every single thank you note? Is it a bad idea to loan your organization money? And finally, with the zombie apocalypse upon us, is it time to rethink the threats section of the strategic plan's SWOT analysis? Stacey and Andy have opinions! Topics:

• Should I loan my organization money? - 0:00
• Rethinking the "Threats" section of a SWOT Analysis - 9:29
• Do I need to personally sign every thank you note? - 22:53

Episode Sponsor: Today's episode is sponsored by Immunize Nevada. Arm yourself by getting your annual flu vaccine. It protects you, your family, and those working on the front lines. Do your part. Get your flu vaccine by Nevada Day. Visit nvflufighter.org for more information and to find free and low-cost clinics.

This week, we hear from guest Expert April Kemp, Integrated Communications & Social Media Manager for CIM Marketing Partners on whether or not you can post the same things to Facebook and Instagram. Stacey has some thoughts about creating a great Letter of Intent, and see if you can guess our answer on whether to hire a board member’s daughter-in-law as an organization’s first ED…

Topics:

• How do you create a great LOI (Letter of Intent?) – 0:00
• Can you post the same thing to Facebook and Instagram? With April Kemp of CIM Marketing Partners – 4:13
• Should we hire an ED who is related to a board member? – 24:15

Episode Sponsor:

Today’s episode is sponsored by Immunize Nevada. Arm yourself by getting your annual flu vaccine. It protects you, your family, and those working on the front lines. Do your part. Get your flu vaccine by Nevada Day. Visit nvflufighter.org for more information and to find free and low-cost clinics.

Mentioned this week:

The Alliance for Nevada Nonprofits
Ask us a question

If your nonprofit has an origin story should you share it? Stacey knows! What’s the best way to manage a layoff, and for that matter, are layoffs the solution to pandemic-related cash flow issues? We have (strong) opinions!

Topics:

• Should we use our origin story? – 0:00
• What’s the best way to manage a layoff? – 7:51

Episode Sponsor:

Today’s episode is sponsored by Immunize Nevada. Arm yourself by getting your annual flu vaccine. It protects you, your family, and those working on the front lines. Do your part. Get your flu vaccine by Nevada Day. Visit nvflufighter.org for more information and to find free and low-cost clinics.

Mentioned this week:

U.S. Equal Employment Opportunity Commission
Origin story
The Alliance for Nevada Nonprofits
Ask us a question

It’s the greatest hits(?) episode! Here are a handful of our favorite questions from the archive. Fee for service? Cancelling a program? When the passion is gone? Cash reserves? And more!

Topics:

• Fee for service – 0:00
• Cancel Programs – 4:56
• When the passion for your cause is gone – 9:02
• Cash Reserves – 16:03
• We just need 25k more! – 24:00
• Putting your Nonprofit on Pause – 29:31
• Burnout from psychically heavy work – 35:42

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

It’s intern week at Nonprofit Everything! What happens if a student worker won’t send you an invoice? And better yet — what should you do if a board member wants their child to work for you as a grantwriter over the summer? Finally, what do you do when it turns out that your new Board Member was also an ED candidate>? We have thoughts!

Topics:

• Student worker won’t send an invoice – 0:00
• Summer job as a grantwriter – 7:04
• Our new board member applied for my ED job! – 16:32

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

Is there any benefit to Guidestar Platinum? We have opinions. Stacey has some thoughts on compensation directives from a national office, and we figure out what to do if a founder wants to retire to a lesser job in the organization.

Topics:

• Is Guidestar Platinum worth it? – 0:00
• What can we do if the National Office is reducing compensation? – 7:04
• Should we let the Founder retire to a lesser job in the organization? – 16:32

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:

Guidestar Platinum
The Alliance for Nevada Nonprofits
Ask us a question

A listener asks, “Should we risk alienating donors by taking a stand on social justice issues?” Drop everything and listen to the answer from Guest Expert John Waldron, CEO of The LGBTQ Center of Southern Nevada.

Topics:

• What do I do with uncashed checks? – 0:00
• Can taking a stand on social justice issues alienate my donors? – 4:43
• Guest Expert: John Waldron, CEO of The Center – 10:35

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:

Reporting Unclaimed Property in Nevada
Find unclaimed property for yourself or your nonprofit
John Waldron
The LGBTQ Center of Southern Nevada
The Alliance for Nevada Nonprofits
Ask us a question

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

ill 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?
• Grantor is concerned about return on investment
• Should I make employees come into the office?

When a long-time donor changes priorities and it puts the capital campaign in jeopardy is there anything you can do? Stacey and Andy have some ideas. Also this week, what’s the best way to deal with some good old-fashioned nonprofit competition (other than a dance-off?) And finally, are we going to hurt the executive director’s feelings if we let him know that some volunteers have scored him poorly on his review? Join us this week and find out! As always, questions are welcome — the more complicated the better!

Topics:

• Should we cancel our capital campaign? – skip to this question
• Another nonprofit is doing exactly the same programs we are! Help!? – skip to this question
• Volunteers scored our ED poorly. Should we tell him? – skip to this question
Mentioned this week:

Review us on iTunes!
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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

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.

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?
• Nonprofit 101: More nonprofit myths!
• Help! Our organization is falling apart!

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.

The adjustment to our new reality continues with a conversation with Amy Hunter from The Simmons Group answering Pandemic related nonprofit HR questions.

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

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.

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

Is it okay to have all staff members be independent contractors and to give them titles like Director of Programs? Stacey welcomes guest expert Gina Bongiovi to help untie this complicated knot!

Topics:

• Can staff members be independent contractors with titles? – skip to this question
Mentioned this week:

Bongiovi Law Firm
Are you misclassifying your workers – Bongiovi Law Blog
Nevada Association of Employers
Review us on iTunes!
Review us on Spotify!
Review us on Podchaser!
Hang out with us on Discord!
Ask us a question
Sponsor the podcast

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

It’s homework help time with Stacey and Andy! Is there a good definition of Theory of Change? We have some thoughts. Also this week, we talk about auditors that seem to be asking weird questions. Is it okay to push back on financial audit requests, or is that a terrible idea. Thanks for joining us, and don’t forget to send in those questions!

Topics:

• What is a theory of change in practical terms? – skip to this question
• Should auditors be asking about staff salary increases? – skip to this question
Mentioned this week:

Review us on iTunes!
Review us on Spotify!
Review us on Podchaser!
Hang out with us on Discord!
Ask us a question
Sponsor the podcast

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)

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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

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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

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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

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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

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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

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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

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This might be the most confusingly titled episode yet! No, there aren’t Nonprofit Everything t-shirts. But what happens when the marketing team decides to just open up a little shop on nonprofit-swag.com to sell logo branded stuff?* Stacey and Andy have some thoughts. Also this week, is it time to reevaluate our employee time-off policies? Thanks for joining us this week, and please share, review, and send us questions!

Topics:

• Should we consider offering flexible PTO? – skip to this question
• Our marketing team wants to sell t-shirts online. Is this a bad idea? – skip to this question
Mentioned this week:

Unrelated Business Income Course at IRS.gov
Review us on iTunes!
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Hang out with us on Discord!
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Sponsor the podcast

* I made this domain up, and it was available when the episode posted. Don’t @ us if it’s now porn.

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

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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

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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)

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