Put a Label Over It

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?
  • Someone wants to copy our event!
  • Should we change our name?
  • Can we invest our reserve fund?
  • We keep losing new board members!
  • Who can approve the financial report?
  • 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.

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

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