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!
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!
- Crafting messaging around a stolen vehicle – 0:00
- Counting pledges against the budget – 8:33
- Silent auction tips, 2019 version – 18:39
- Job interview attire – 24:48
Today’s episode is sponsored by Brenda J. Stout, CPA, a full-service accounting firm specializing in Nonprofit Tax Compliance and IRS Problem Resolution.
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.
- 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
What do you tell your donors when you miss your Giving Tuesday goal? Stacey knows! This week we also talk about what to do when the passion for your cause is gone, where to find a whistleblower policy template (the ANN website, for one), and whether you should budget for break-even or a surplus. And Andy and Stacey are completely mystified by a board member who wants to upend the mission because it’s “just a band-aid”.
This week we find out what the heck GDPR is and why we should care, and we get some advice from Mary Beth Hartleb from Prism Global Management Group on how to hire good employees. Stacey shares why never to work for a nonprofit that doesn’t have insurance, and we talk about whether or not to share the budget details with staff.