The podcast

Latest Episodes

They’re Flying in from Cleveland?

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
  • Buzzwords to use in a grant for funding overhead, with Beth Rubins
  • How to select an audit firm
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.

Andy Forgot the Flowers

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)
  • Donor Dominance, with Clay Buck

100% Conflict of Interest

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
  • A good conflict of interest policy
  • Reimbursing board members for expenses
  • Social Media channels for new donors with Heather Curry Frommer
  • Managing a never-ending to do list

Criminal for a Day

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

More Drunk at the Gala

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
  • Alcohol Policies for Fundraising Staff
  • Grant Reporting Templates
  • Advisory Board Advice

Drunk at the Gala

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
  • Attending a Donor’s Funeral
  • Trustees vs. Directors
  • Handling a High-Profile Firing/Departure, with Karen Durkin

Survivor’s Guilt

Is there a difference between an Director and a Trustee? 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?
  • Questions an internal candidate can ask when applying for the Executive Director job
  • Motivating a team for a technology change

The Stretch Goal is “Don’t Quit”

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.

Bitcoin?

How can an Executive Director tell if she’s about to be fired? We have some thoughts. Stacey provides some useful information on how to prepare for a regional expansion, as well as how to cope with high employee turnover. We also give a bunch of information about potential bitcoin and cryptocurrency donations.