I 501(c) You - The Podcast for NonProfit Board Members

On this 4th of July, join us as we embark on a reflective journey through the rich tapestry of philanthropy in the United States.

In this episode, we delve into the history of philanthropy, shedding light on the remarkable individuals who played pivotal roles during its early stages. Additionally, we present compelling statistics from the latest year, 2021, to provide you with a comprehensive snapshot of the importance of individual giving.

So sit back, relax, and let us transport you to a world where generosity knows no bounds. This is a celebration of American philanthropy, an ode to its enduring legacy, and an invitation to participate in the spirit of giving.

Sources: Giving USA

Timestamps:

00:30 - Statistics from Giving USA

01:40 - History of philanthropy in the USA

05:00 - Philanthropy today

06:00 - Why is the US so philanthropic?

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Michael recently had the opportunity to speak to the Sumter County Nonprofit Coalition about "Getting the Board Members You Want." We believe this topic is so important, we recorded a podcast about it. This episode covers 5 actions you can take as a nonprofit CEO/ED or board member to recruit and attract the board members your organization wants.

Timestamps:

00:00 - Episode begins

01:20 - Create awareness

02:10 - Clarify your mission

02:50 - Demonstrate leadership

03:45 - Implement proper governance

05:00 - Explain the impact

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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This week, we are fortunate to delve into the world of community foundations with none other than Roxie Jerde, the President and CEO of the Community Foundation of Sarasota County. Roxie provides us with invaluable insights into the pivotal role that community foundations play in the nonprofit ecosystem.

A community foundation serves as a driving force for community betterment, striving to uplift every aspect of the community. Their fundamental purpose is to foster the community's well-being by supporting diverse nonprofit organizations, individuals, and initiatives. Not only do they make a direct impact through their assistance, but they also facilitate the collaboration of various organizations that may not have otherwise crossed paths.

With Roxie Jerde's expertise, we gain a profound understanding of how community foundations diligently work towards the greater good and positively influence the entire community.

Timestamps:

00:50 - Roxie introduces herself and her career

06:05 - What is a community foundation?

09:20 - The Community Foundation’s role in working with local nonprofits

11:45 - How do you understand all these nonprofits?

14:15 - Why can the Community Foundation make this societal change?

16:25 - How do you decide what issues to address?

18:50 - The Community Foundation is a resource

22:25 - What is the board’s role on a community foundation?

26:00 - How do boards differ on a private foundation versus a community foundation?

29:30 - Anything else?

32:18 - Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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While planning for your next group of board members is crucial, it's your strategic preparation for officer positions that truly sets the stage. Leadership can make or break an organization. With this in mind, join us for a conversation about the importance of succession planning for your board's officer positions.

Timestamps:

00:35 - Episode starts

01:12 - Officer positions

02:00 - Be intentional about leadership, look at the skills you want in these positions

03:16 - Identify those who you will want to be an officer in the future

03:45 - Have a thorough onboarding process for the officers

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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This week, we have the pleasure of welcoming Hardy Smith, a renowned author, consultant, and speaker. Hardy has authored an exceptional book aimed at improving the effectiveness and engagement of boards. In our engaging conversation, Hardy delves into valuable insights on putting an end to the nonprofit board blame game, providing CEOs with essential steps to foster a high-performing board, and shedding light on the major challenges faced by nonprofit board members.

Hardy's book has proven to be a treasure trove of wisdom. It not only exhibits a well-structured approach but also offers actionable steps at the conclusion of each chapter, ensuring practical application of the knowledge gained.

Buy "Stop the Nonprofit Board Blame Game" here.

Hardy's Website: https://www.hardysmith.com/

Timestamps:

00:45 - Interview starts

01:12 - Hardy introduces himself

02:30 - How did the book come about?

04:10 - The book is from the board member’s perspective

06:29 - Why don’t board members meet expectations?

08:49 - Some of the reasons why board members fail

09:49 - Communication

13:25 - Board members want to know they are making an impact

14:50 - How to identify if your board has negative experience creep

18:45 - A lack of organization contributes to a negative board experience

23:54 - If they help bake the cake, they own the cake

25:50 - What steps should an ED take if they have a disengaged board

30:08 - You have to be intentional about building relationships

32:16 - Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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Visit us at: www.thecorleycompany.com/podcast

This week we are discussing the importance of having an annual nonprofit board retreat (or off-site). A board retreat offers a valuable opportunity for board members to forge stronger connections, chart a course for the future, evaluate the past year, and engage in in-depth discussions on challenging subjects. When it comes to fostering camaraderie among nonprofit board members, few activities can rival the effectiveness of a well-planned board retreat.

Timestamps:

00:35 - Episode starts

00:50 - Why should you have a board retreat?

02:20 - What are the benefits of a board retreat?

03:55 - Review the strategic priorities

04:35 - Retreats are a good time to have a challenging discussion

05:07 - The secret sauce

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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Join us for an enlightening episode of I501(c)You as we explore the pivotal relationship between Amanda, the esteemed Board Chair, and Theresa, the accomplished CEO, who together helm the Community Foundation for Brevard. In this engaging discussion, we dive deep into the intricacies of a highly effective CEO/Board Chair partnership.

We discuss the essential traits that contribute to a successful CEO/Board Chair relationship as we uncover the secrets behind their collaboration. Gain valuable insights into how this dynamic duo nurtures and strengthens their bond, fostering an environment of trust, mutual respect, and shared vision.

Don't miss this opportunity to gain a better understanding of the CEO/Board Chair relationship's significance. Join us as we shed light on a critical yet often overlooked factor in the organization's journey towards success.

Timestamps:

00:53 - Interview starts

01:15 - Amanda introduces herself

02:10 - Theresa introduces herself

04:25 - Amanda, why did you join the community foundation board?

07:09 - How do you approach a new relationship with an incoming board chair?

12:15 - How often do you both interact?

13:20 - Amanda, how do you prioritize your responsibilities as a board chair?

14:50 - What dynamics allow for a strong CEO/Board chair relationship?

18:08 - Did the board foresee that you would have a good relationship?

21:25 - As a board chair, how do you “stay in your lane?”

22:56 - Amanda, did becoming board chair change your relationship with Theresa?

23:50 - Theresa, how did this change from your perspective?

25:20 - Amanda, how do you manage your board?

27:54 - How does CFB recruit board members?

30:18 - Change happens at the speed of trust

31:08 - Advice for an incoming board chair

33:15 - Advice to a tenured CEO welcoming a new board chair

35:20 - Anything else?

36:40 - It is healthy for an organization to transition to a new chair

38:28 - Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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Visit us at: www.thecorleycompany.com/podcast

Prepare for the upcoming fiscal year with a fresh perspective! As your organization approaches the new fiscal year, exciting changes are on the horizon: new board members, fresh officers, and the possibility of a new board chair. Stay proactive and take charge by initiating your turnover processes, revisiting your mission, vision, and values, and strategizing for the board's path in the upcoming year. Tune in to this episode of I 501(c) You - The Podcast for NonProfit Board Members, where we delve into these essential topics and more!

Timestamps:

00:00 - Episode starts

00:50 - How to prepare for the beginning of the fiscal year

01:42 - Talk about strategy of the board for the next fiscal year

02:20 - Prepare for CEO evaluation

03:10 - Conflict of interest update

03:25 - Reflection on the past fiscal year

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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Visit us at: www.thecorleycompany.com/podcast

This week, we are discussing the importance of bylaws with Cliff Walters of Blalock Walters, P.A. Cliff delivers an abundance of invaluable insights for individuals currently involved in board service or considering taking on the role. He delves into crucial aspects of board service, like the significance of bylaws in safeguarding both board members and the organization, illuminating the roles and responsibilities incumbent upon board members, shedding light on areas of potential risk that board members ought to be well-versed in, and delving into numerous other essential topics. 

Timestamps:

01:05 - Interview starts

01:30 - Cliff introduces himself

02:25 - The importance of by-laws

03:50 - The Articles of Incorporation

04:25 - Cliff’s by-laws philosophy

06:25 - Should you change the Articles of Incorporation or the By-laws for consistency?

08:25 - Is there one area you organizations can improve upon?

09:15 - Every board member should read the by-laws

10:28 - Key parts of the by-laws

12:02 - What committees do you recommend nonprofits have?

16:50 - How should ad-hoc committees be structured?

18:40 - How should committees operate?

21:23 - Cliff’s advice for board member tenure

24:24 - Cliff’s advice for officer tenure

26:40 - Roles and responsibilities of the board

31:10 - Areas of risk the board should be aware of

36:20 - Advice for those who might be interested in serving on a board

38:30 - Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

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Visit us at: www.thecorleycompany.com/podcast

In this episode, Michael and Read delve into Read's newfound understanding of the nonprofit board world. Despite being a newcomer to this arena, Read has gained a wealth of knowledge through attending board retreats, conducting interviews for this podcast, and engaging with CEO/Executive Directors. Together, Michael and Read riff and reflect on these insights, offering a unique perspective on the nonprofit sector.

Timestamps:

00:36 - Interview starts

01:20 - Level setting

03:00 - Being on a nonprofit board is one of the best leadership development experiences available

05:10 - A good board member is an engaged board member

06:30 - The best board meeting are strategic and are structured

09:15 - A good board will provide its board members with expectations

10:45 - Understanding the roles and responsibilities of a board member

12:04 - Board members are expected to bring in donations

13:50 - Board committees

15:30 - The board should conduct an annual CEO evaluation

18:30 - Organizational structure is important for nonprofit organizations

24:13 - Every board member has said that it is worth it

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast