This week we find out if staff should be invited to board meetings, and how to prepare if a funder wants to see your facilities. Stacey has some thoughts about a board member who wants to be a loaned executive (with no supervision), and we hear about Nevada's new raffle and charitable gaming law from attorney Katie Hoffman from Fennemore Craig.

Topics:

Should staff be invited to board meetings?

New Nevada rules for raffles and charitable gaming (with Guest Expert Katie Hoffman of Fennemore Craig)

A board member as a loaned executive

When a funder wants to see the facility

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.

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

Do nonprofits need to comply with open meetings law? Find out this week! Stacey and Andy have differing opinions on job hopping, we learn the difference between overhead and operating costs, and Stacey talks about some cool RFP coordination among funders.

Topics:

Open Meetings Law

Job Hopping (for a good reason)

Overhead vs. Operating Cost

RFP Coordination Among Funders

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.

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.

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

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

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

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

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

This week we dedicate the whole podcast to a fascinating conversation with Julia Campbell, digital marketing consultant and author of Storytelling in the Digital Age: A Guide for Nonprofits. We had a question about Facebook fundraisers, but that was just the beginning...

Topics:

Working with Facebook Fundraisers