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Nonprofit Capacity Conference


Nonprofit Capacity Conference Embracing Best Practices with the Standards for Excellence Institute * Some benefits of being a member of the Institute or one of our ... – PowerPoint PPT presentation

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Title: Nonprofit Capacity Conference

Nonprofit Capacity Conference
  • Embracing Best Practices with the Standards for
    Excellence Institute

Americas Nonprofit Sector
We are churches, hospitals and schools. We are
environmental activists, developers and
preservationists, and social service agencies.
Wherever there is a need for services, Americas
nonprofit sector is there to meet that need. In
1983 there were 300,000 nonprofit
organizations In 1993 there were 750,000
nonprofit organizations In 2013 there were over
1.4 million registered nonprofit organizations in
the United States.
Nonprofits Depend upon the Public and the Public
  • Tax exemption
  • Tax deductible dollars through contributions
  • Recipients of foundation grants
  • Ability to recruit volunteers, including board
  • Public trust is an important asset

Competition Among Nonprofits
  • Funding from all sources
  • Volunteers
  • Staff
  • Board members

Public Becoming More Sophisticated
Many donors and the public are concerned about
more than simply program administration and
fundraising ratios
Greater Scrutiny
  • Vicious cycle of lapses and increased
    regulatory/legal scrutiny
  • Increased consumer expectations and sophistication

Others Looking at Best Practices
  • What watchdog organizations are you aware of?
  • Are you familiar with other organizations and
    websites that monitor and expose nonprofits and
    their practices?

Websites educating about nonprofits and their
  • Local online database of nonprofits like Giving
    Matters, Nonprofit Search
  • Catalogue for
  • Local volunteer recruitment centers

IRS Emphasis on Best Practices
The Internal Revenue Service believes that a
well-governed charity is more likely to obey the
tax laws, safeguard charitable assets, and serve
charitable interests than one with poor or lax
IRS 990 Calls on Each Nonprofit to Embrace Best
  • Policies on
  • Conflicts of interest
  • Document Retention and Disclosure
  • Whistleblower
  • Reimbursement
  • Joint Venture
  • Compensation
  • Gift acceptance
  • Solicitation Policy
  • Auditor Independence

This is why
We need to pay attention to all of the
organizational issues that make nonprofit
organizations tick. Once you are aware of these
organizational best practices, your organization
can focus increased energy on achieving your
mission and running your programs. Stay
competitive and stay in business.
Our Mission
  • Promote the highest standards of ethics and
    accountability in nonprofit governance,
    management and operations, and to facilitate
    adherence to those standards by all nonprofit

The Standards For Excellence Program
  • The Standards for Excellence code
  • Resources and Training
  • Voluntary Accreditation
  • Educating the Public

Program Delivery
  • Membership
  • Licensed Consultants
  • Replication Partners

Membership Services / Benefits
  • Free Standards for Excellence educational
    resource packages
  • Free one-on-one technical assistance
  • Member pricing on accreditation and recognition
  • Member pricing on educational programs

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Standards for Excellence Replication Partners
The Standards for Excellence Code
  • The code provides a framework and step-by-step
    guidelines to achieve a well-managed and
    responsibly governed organization.

Self Assessment
Mission and Program
  • Defined Mission Statement
  • Evaluation
  • Program Service Standards

Governing Body
  • Roles and Responsibilities
  • Board Composition
  • Board Conduct

Conflict of Interest
  • Disclose Everything
  • Define Interested Parties
  • How Decisions Are Made?
  • Conflict of Interest Policy
  • Conflict of Interest Statement
  • Disclosure Forms

Case Study
What do YOU think?
  • You are on the board of a low income home
    building organization. In your full time job, you
    own a hardware store and often donate supplies to
    support the organization on whose board you
    serve. Other hardware stores in your area also
    make generous contributions to the cause.
    Because of your position on the board, you
    recently learned that the organization will
    building its 100th house and to commemorate this
    occasion, the organizations celebrity
    spokesperson, a hugely popular and well known
    sports star, is inviting several other sports and
    movie stars to attend the dedication of the home.
    It is the custom of the organization to place a
    sign recognizing the firms and individuals who
    donated services as a backdrop to the stage being
    used for
  • the home dedication.

Human Resources
  • Personnel Policies
  • Volunteer Policies
  • Employee Evaluation
  • Employee Orientation

Financial and Legal
  • Budgets
  • Audits
  • Financial Reports
  • Financial Impropriety
  • Written Financial Policies
  • Legal Compliance

Case Study
What would you do?
You are the associate director at a medium sized
nonprofit literacy organization. While visiting
one of the branch offices, you learn that the
branch is in dire need of hand cleanser. Rather
than adhering to the normal channels for
purchasing supplies, you elect to stop by a store
near the office, purchase a large quantity of
cleanser and drop it off at the branch.
  • Annual Report
  • Mission
  • Program Report
  • Basic financial data
  • List of board members
  • List of key staff

  • Fundraising Activities
  • Donor Relations/Privacy
  • Acceptance of Gifts
  • Fundraising Personnel

Public Affairs and Public Policy
  • Public Policy Advocacy
  • Public Education
  • Promoting Public Participation

Case Study
How would you handle this?
  • The founder and president of your board has just
    announced that she is running for State Senate.
    She is well known because of her long-standing
    association with the organization and the
    contacts she has made on its behalf over the
    years. How would you respond if you found that
  • Her campaign chair wants you to place one of her
    campaign signs in the window of the
    organizations office or in front of its office
  • That she plans to give the organizations board
    list to her campaign manager so that the board
    members may be asked to be block leaders for
    her campaign?
  • Her campaign chair has asked to borrow a copy of
    the organizations major donor list that is
    periodically distributed to board members in
    order to solicit contributions for the campaign?
  • The president of the board is planning to
    announce her candidacy on the front steps of the
    organizations headquarters?
  • She plans to remain on the board during your

Standards for Excellence An Organizational Tool
  • A model for nonprofit organizations to implement
    accountability in their management governance
  • A framework with a clear statement of the
    organizations commitment to best practices
  • A self-regulatory tool to ensure public
    confidence and public support
  • A demonstration of the organization's commitment
    to public service

Sneak Peak
Embracing Best Practices in Nonprofit Management
and Governance
Second edition, 2014
Standards for Excellence Version 2.0
  • 6 Guiding Principles, 27 areas of focus and 67
  • Preamble
  • Mission, Strategy and Evaluation
  • Leadership Board, Staff and Volunteers
  • Legal Compliance and Ethics
  • Finance and Operations
  • Resource Development
  • Public Awareness, Engagement, and Advocacy

New Benchmarks in Version 2.0
  • Strategic Partnerships
  • The Boards Fiduciary Role
  • Cultural Competency
  • Strategic Board Meeting Agendas
  • Board and Executive Partnership
  • Succession Planning
  • Resource Development Plan
  • Sustainability and Sustainability Planning
  • Code of ethics
  • New Policies Information technology, crisis and
    disaster, communications

Providing the Help You Need
  • Educational Resource Packets
  • Educational Programs
  • Webinars
  • In Person
  • One-on-one technical assistance
  • Licensed Consultants

Accreditation and Recognition
  • An important outcome of this process has been
    better trained staff and volunteers that have a
    stronger understanding of our mission, philosophy
    and operating systems. We believe we are a
    stronger organization, as a result.

Accreditation or Recognition? Start with
  • Full Accreditation Process
  • Shorter timeline
  • Take a systems approach
  • Less expensive than applying at each tier
  • Better if you have a chunk of time/resources to
    focus on the application process
  • Tiered Recognition Process
  • Go at your own pace feedback and assistance from
    staff at each level
  • Each level builds on the previous tier across
    each topic area
  • More expensive over time if you choose to advance
  • Better if you have smaller amounts of
    time/resources to devote to the process over a
    longer period of time.

Full Application Instructions Available Online at
Other Resources for Nonprofit Leaders
  • Management support organizations
  • University or college based nonprofit academic
  • Private consultant firms
  • Nonprofit or for profit
  • Corporation for National and Community Service
  • State Offices of Service and Volunteerism

Other Resources for Nonprofit Leaders
  • International Center for Not for Profit Law
  • Independent Sector
  • Alliance for Nonprofit Management
  • National umbrella associations focused on your
    industry or issue area
  • National Capacity Builders focused on
    particular issues, like
  • Nonprofit Center for Risk Management
  • Charity Lobbying in the Public Interest
  • Alliance for Justice
  • Standards for Excellence Institute

What can I do tomorrow?
  • Share the assessment exercise with your
  • Decide what changes can be made first and
    consider tackling the easy items first!
  • Think about what changes can be added to your
    organizations work plan
  • Get your board and staff involved in embracing
    best practices

Questions and Answers
Contact Information
  • Amy Coates Madsen
  • Director, Standards for Excellence
  • 1500 Union Avenue Suite 2500
  • Baltimore, MD 21211
  • acmadsen_at_