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Embracing Nonprofit Best Practices in Governance and Management

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Title: Embracing Nonprofit Best Practices in Governance and Management


1
Embracing Nonprofit Best Practices in Governance
and Management
  • Trainer Name
  • Trainer Title

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 2010 there
were over 1.5 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
  • Ability to receive foundation grants
  • Recruitment of volunteers, including board
    members
  • Public trust is a very 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

Frank Renile/Stock Illustration RF/Getty Images
8
How to differentiate from the pack?
David Fairfield/Photodisc Green/Getty Images
9
How to differentiate from the pack?
  • The value of standards for best practices
  • Awareness
  • Communication
  • Measurement
  • Adjustment

10
Others Looking at Best Practices
  • BBB Wise Giving Alliance www.give.org
  • Standards for Excellence Institute
    www.standardsforexcellenceinstitute.org
  • American Institute of Philanthropy
    www.charitywatch.org
  • National Center for Responsive Philanthropy
  • Charity Navigator www.charitynavigator.org
  • Local BBB chapters
  • Combined Federated Campaign www.opm.gov/CFC/

11
Websites educating about nonprofits and their
practices
  • GuideStar.org
  • Greatnonprofits.org
  • Idealist.org
  • Catalogue for Philanthropy (powered by GuideStar)
  • Local volunteer recruitment centers
  • Smartvolunteer.org
  • Volunteermatch.org
  • Nonprofit Search, Giving Matters (programs
    formerly known as Donor Edge)
  • Volunteertoday.com
  • Shareyourself.org (United way)
  • Networkforgood.org (powered by GuideStar and
    Volunteer Match)
  • Volunteersolutions.org
  • GoodBoardnetUSA.org (powered by Network for Good)
  • Charity-charities.org
  • Directory of Americas charities (US News World
    Report/ powered by GuideStar)

12
IRS Emphasis on Best Practices
the highest ethical standards and principles
are essential to maintaining the publics trust
during these times of economic duress when so
many people will come to depend on your services.
. . We will continue to insist that the sector
be squeaky clean, and that the high idea of
public benefit that underlies tax exemption is
honored. Indeed . . . I believe all of us must
follow best practices in organizational
leadership and management. Douglas Shulman,
Commissioner of Internal Revenue
13
IRS 990 Calls on Each Nonprofit to Embrace Best
Practices
  • Conflicts of interest
  • Document Retention and Disclosure
  • Whistleblower Policy/Confidential means to report
    impropriety
  • Reimbursement Policy
  • Joint Venture Policy
  • Compensation Policy

14
IRS 990 Calls on Each Nonprofit to Embrace Best
Practices
  • Gift acceptance
  • Solicitation Policy (federal and state laws,
    accurate, truthful, candid)
  • Auditor Independence
  • Methods to uncover family and business
    relationships

15
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.
16
Introducing the Standards for Excellence Institute
  • A national initiative launched to promote the
    highest standards of ethics and accountability in
    nonprofit governance, management and operations.
  • Uses as a foundation the Standards for
    Excellence An Ethics and Accountability Code for
    the Nonprofit Sector

17
Standards for Excellence Replication Partners
2012
18
Standards for Excellence What are they?
  • 8 Guiding Principles and 55 Benchmarks
  • Mission and Program
  • Governing Body
  • Conflict of Interest
  • Financial and Legal
  • Human Resources
  • Openness
  • Fundraising
  • Public Affairs and Public Policy

19
Self Assessment
20
A blueprint for well managed and responsibly
governed nonprofit organizations
21
Mission and Program
  • Defined Mission Statement
  • Evaluation
  • Program Service Standards

22
Governing Body
  • Roles and Responsibilities
  • Board Composition
  • Board Conduct

23
Conflict of Interest
  • Disclose Everything
  • Define Interested Parties
  • How Decisions Are Made?
  • Conflict of Interest Policy
  • Conflict of Interest Statement
  • Disclosure Forms

24
Case Study
25
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.

26
Human Resources
  • Personnel Policies
  • Volunteer Policies
  • Employee Evaluation
  • Employee Orientation

27
Financial and Legal
  • Budgets
  • Audits
  • Financial Reports
  • Financial Impropriety
  • Written Financial Policies
  • Legal Compliance

28
Case Study
29
What do YOU think?
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.
30
Openness
  • Annual Report
  • Mission
  • Program Report
  • Basic financial data
  • List of board members
  • List of key staff

31
Fundraising
  • Fundraising Activities
  • Donor Relations/Privacy
  • Acceptance of Gifts
  • Fundraising Personnel

32
Public Affairs and Public Policy
  • Public Policy Advocacy
  • Public Education
  • Promoting Public Participation

33
Case Study
34
What do YOU think?
  • 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?

35
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

36
Most Challenging Standards
  • Conflict of Interest Policy/Statements (61)
  • Program Evaluation (55)
  • Advocacy Policy (51)
  • Confidential Means to Report Impropriety (47)
  • Financial Policies (46)
  • Gift Acceptance Policy (43)
  • Board Development (39)
  • Employee Orientation (39)
  • Internal Review of Legal, Regulatory Requirements
    (36)

37
Providing the Help Organizations Need
  • Educational Materials Specifically supporting the
    Standards for Excellence Guidelines
  • Direct Organizational Assistance/Support
  • Standards for Excellence Clinic Series
  • Other Training Courses
  • Licensed Consultant Training
  • Opportunity to Earn Seal of Excellence voluntary
    accreditation program

38
Other Resources for Nonprofit Leaders
  • Management support organizations
  • Sometimes housed at community foundations, United
    Ways
  • Sometimes free standing entities
  • Often regional or metropolitan based
  • 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

39
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
  • Nonprofit Center for Risk Management
  • Alliance for Justice
  • Charity Lobbying in the Public Interest
  • Standards for Excellence Institute

40
What can I do tomorrow?
  • Share the assessment exercise with your
    colleagues
  • Decide what changes can be made first
  • Consider tackling the easy things first!
  • Think about what changes can be added to your
    organizations work plan
  • Get your board and staff involved in embracing
    best practices

41
QUESTIONS
42
  • Name
  • Title
  • Contact Information
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