Good Luck!

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

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