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Second edition, 2014

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Title: Second edition, 2014


1
Embracing Best Practices in Nonprofit Management
and Governance
Second edition, 2014
2
Americas Nonprofit Sector
Who are we? 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.
3
YOUR STATEs Nonprofit Sector
There are nearly _____ nonprofit organizations in
STATE alone. Of these, ______ are 501(c) 3s
(2010). ________ are employed by nonprofits in
the state, representing over __________in total
wages
4
Nonprofits Depend upon the Public and the Public
Trust
  • Tax exemption
  • Tax deductible dollars through contributions
  • Recipients of foundation grants
  • Ability to recruit volunteers, including board
    members
  • Public trust is an important asset

5
Competition Among Nonprofits
  • Funding from all sources
  • Volunteers
  • Staff
  • Board members

6
Public Becoming More Sophisticated
Many donors and the public are concerned about
more than simply program administration and
fundraising ratios
7
Greater Scrutiny
  • Vicious cycle of lapses and increased
    regulatory/legal scrutiny
  • Increased consumer expectations and sophistication

8
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?

9
Websites educating about nonprofits and their
practices
  • Volunteermatch.org
  • Local online database of nonprofits like Giving
    Matters, Nonprofit Search
  • Networkforgood.org
  • BoardnetUSA.org
  • GuideStar.org
  • Greatnonprofits.org
  • Idealist.org
  • Catalogue for Philanthropy-dc.org
  • Local volunteer recruitment centers

10
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
governance. Irs.gov/pub/irs-tege/governance_prac
tices.pdf
11
IRS 990 Calls on Each Nonprofit to Embrace Best
Practices
  • Policies on
  • Conflicts of interest
  • Document Retention and Disclosure
  • Whistleblower
  • Reimbursement
  • Joint Venture
  • Compensation
  • Gift acceptance
  • Solicitation Policy
  • Auditor Independence

12
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.
13
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
    organizations.

14
The Standards For Excellence Program
  • The Standards for Excellence code
  • Resources and Training
  • Voluntary Accreditation
  • Educating the Public

15
Program Delivery
  • Membership
  • Licensed Consultants
  • Replication Partners

16
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

17
(No Transcript)
18
Standards for Excellence Replication Partners
2014
19
Standards for ExcellenceWhat are they?
  • 6 Guiding Principles, 27 areas of focus and 67
    Benchmarks
  • Preamble
  • Mission, Strategy and Evaluation
  • Leadership Board, Staff and Volunteers
  • Legal Compliance and Ethics
  • Finance and Operations
  • Resource Development
  • Public Awareness, Engagement, and Advocacy

20
The Standards for Excellence Code
  • The code provides a framework and step-by-step
    guidelines to achieve a well-managed and
    responsibly governed organization.

21
Self Assessment
22
Embracing Best Practices in Nonprofit Management
and Governance
Second edition, 2014
23
MISSION, STRATEGY AND EVALUATION
24
Mission, Strategy and Evaluation
Mission, Strategy and Evaluation
  • Mission and Impact
  • Planning Strategically
  • Organizational Evaluation
  • Program Evaluation
  • Strategic Partnerships

25
LEADERSHIP BOARD, STAFF, AND VOLUNTEERS
26
Leadership and Governance
Leadership Board, Staff and Volunteers
  • Governance and Fiduciary Responsibility
  • Executive Supervision, Performance, and
    Compensation
  • Board Effectiveness
  • Succession Planning and Leadership Development
  • Board Member Independence
  • Board Meetings

27
Leadership and Operational Management
Leadership Board, Staff and Volunteers
  • Executive Function
  • Supporting the Board
  • Organizational and Financial Sustainability
  • Managing Employees and Volunteers

28
Cultural Competency
Leadership Board, Staff and Volunteers
  • Cultural Competency
  • Assessment
  • Strategy and Planning

29
LEGAL COMPLIANCE AND ETHICS
30
Legal Compliance and Ethics
Legal Compliance and Ethics
  • Maintaining Legal Compliance
  • Required Public Disclosures
  • Reporting Misconduct and Whistleblower Protection
  • Conflicts of Interest
  • Ethics Code

31
Case Study
32
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.

33
FINANCE AND OPERATIONS
34
Finance and Operations
Finance and Operations
  • Financial Budgeting, Reporting, and Monitoring
  • Internal Controls and Financial Policies
  • Administrative Policies
  • Risk Management and Insurance

35
Case Study
36
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.
37
RESOURCE DEVELOPMENT
38
Resource Development
Resource Development
  • Resource Plan
  • Sources of Income
  • Fundraising Activities
  • Donor Relationships and Privacy
  • Acceptance of Gifts
  • Fundraising on Behalf of the Organization

39
PUBLIC AWARENESS, ENGAGEMENT,
AND ADVOCACY
40
Public Awareness, Engagement, and Advocacy
Public Awareness, Engagement, and Advocacy
  • Educating and Engaging the Public
  • Advancing the Mission through Public Policy
  • Engaging in Lobbying and Political Activity

41
Case Study
42
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
    building?
  • 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
    campaign?

43
Standards for Excellence An Organizational Tool
  • A model for nonprofit organizations to implement
    accountability in their management governance
    practices
  • 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

44
Providing the Help You Need
  • Educational Resource Packets
  • Educational Programs
  • Webinars
  • In Person
  • One-on-one technical assistance
  • Licensed Consultants

45
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.

46
Accreditation or Recognition?Start with
Assessment!
  • 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
www.standardsforexcellenceinstitute.org
47
Other Resources for Nonprofit Leaders
  • Management support organizations
  • University or college based nonprofit academic
    centers
  • Private consultant firms
  • Nonprofit or for profit
  • Corporation for National and Community Service
  • State Offices of Service and Volunteerism

48
Other Resources for Nonprofit Leaders
  • International Center for Not for Profit Law
    (ICNPL)
  • 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

49
What can I do tomorrow?
  • Share the assessment exercise with your
    colleagues
  • 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

50
Questions and Answers
51
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  • Title
  • Contact Information
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