Nonprofit Boards-Governance

June 24, 2019

Do you know Siegfried Vögele?

If you read about donor communications, you’re probably familiar with Siegfried.

Check out this article by fundraiser Chris Keating: How a good envelope can make the difference to your direct mail’s success. All about designing the perfect envelope.

And stick around on the site where Chris posted his article……. SOFII.…. Showcase of fundraising innovation and inspiration.

SOFII is sooooo cool and informative and full of history and and and !!!!!!!!!!!!!!!!

Thanks to Ken Burnett and his pals…SOFII is the bestest compiler of stuff that works in our philanthropic field.

  • Examples of the bestest fundraising letters and cases for support — like even in the 1930s!
  • All about relationship fundraising
  • Direct mail
  • Brand development
  • Telephone fundraising
  • Digital fundraising
  • And on and on and on…

 

 

May 24, 2019

In RI June 6: Jay Love + Tom Ahern + Simone Joyaux…. LIVE!!

FUNDRAISING POWER SESSION

Jay Love, Co-Founder & Chief Relationship Officer, Bloomerang. Plus
Tom Ahern & Simone P. Joyaux

Thursday, June 6: 7:30 am – 12:30 pm. Radisson Hotel Providence Airport
2081 Post Road, Warwick RI  02886. Members: $50 / Non-Members: $85.

Jay’s really cool workshop on “Maximizing the Lifetime Value of Your Donors for Fundraising Success.

And then the 3-way talk. Jay + Tom + Simone. Bring your questions. Ask and ask more. Want to be unknown? Then write your question on a piece of paper and hand it to Simone in private. Time to complain and whine. Wail and weep about stuff back at the office. Secrets and doors closed.

May 20, 2019

Have you enrolled at SMUMN yet?

You’ll learn soooo much getting your Masters Degree in Philanthropy and Development.

Just imagine!!!

30 hours of governance so you the fundraiser or executive director or consultant can really do this really very well!!!

Learning all about asking … and then actually having to do it! (And this professor might actually give you a gift if you ask well.)

Why strategic planning matters – even if you’re the development officer – and making sure your voice is heard.

And so much more.

 

December 1, 2018

Annual to-do thing

Imagine showing this video every single year …. for your staff and for your board. Exploring questions. Then talking about the implications and applications for you as individuals, those you serve, and and and …

Better yet, imagine actually doing this live. And sure, staff and board members together.

And how about engaging donors in this? Hmmmm……

Learn about why and how and good and bad and and and on the Internet.

And check out the workshop at 2018 AFP Congress, too.

July 19, 2018

Evaluating board member performance

Do you? Do you evaluate board member performance?

Do board members evaluate their own performance?

Does your governance committee evaluate board member performance?

Has your organization defined board member performance expectations?

Take a look at the evaluation tools I developed in Firing Lousy Board Members – and Helping the Others Succeed.

July 12, 2018

Firing lousy board members

Here’s my bottom line: No one person … even a board member … takes precedence over the health of the organization.

Poor performers – lousy ones – don’t get to stay. And that includes board members!

Serving on a board is serious business. Treat it accordingly!

So yes, you might have to fire a lousy board member.

But make sure you enable well first. Make sure your CEO is an expert in governance. And fire only when everything else has been done well first.

See Firing Lousy Board Members – And Helping the Others Succeed.

 

April 6, 2018

One of my most favorite things!!!

Saint Mary’s University of Minnesota…. Masters Degree in Philanthropy and Development….

Why? The STUDENTS!!! All ages and life experiences and types of nonprofits and different countries and… All committed to challenging assumptions, and exploring, and lifelong learning.

Faculty like Audrey and Gary and now Tom Ahern has joined the faculty!! And we have other new faculty members, too.

Constantly modifying and strengthening the curriculum. (For example: I’m going to spend more time on social justice in the first course students have.)

  • Fundraising of course… planning and major gifts and a really marvelous real life solicitation with a real person!!!
  • Fundraising communications
  • Strategic planning
  • Leadership: Legal and ethical issues in nonprofit organizations
  • Governance (That’s me!)
  • Philanthropy and development: frameworks for thinking and learning. (That’s me, too!)

Part of the program is online. A masters degree in ONE YEAR only. Just 4 semesters. WOW!!!. Students begin with summer 1 residency…Fall and spring online. And then you return to campus once more for summer 2 residency. AND YOU’RE DONE!!

AND THEN!!!!!!!! THE RESIDENCY. Those weeks on campus each summer. Oh wow. I LOVE the residency. Face-to-face. Talking and arguing and applying learnings and experience. Intense. Fun. And building relationships that stick with you on and on.

Contact Cheryl Pray (cpray@smumn.edu) our marvelous Executive Director. Contact me and I’ll tell you all about the program.

Join us! We learn and have fun and create enduring relationships.

 

 

 

March 19, 2018

Answers to the Savvy Fundraiser’s Quiz Show

My March newsyletter introduced the Savvy Fundraiser’s Quiz Show. As promised in the newsyletter, here are the answers!!

Question #1: What’s the most important thing a board member does?

  • Attend board meetings.  X
  • Give an annual financial contribution.
  • Help raise money.

Answer: To be a board member, you must participate in the process of governance. Corporate governance only happens at board meetings because governance is a group activity. Yes, the other two choices are obligations of board members, too. But the single most important thing is attending and participating in board meetings because that’s where/when governance happens. Visit the Free Download Library on my website and read all the materials about governance/boards/board members.

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Question #2: What’s the one thing a board chair should NOT do?

  • Serve as spokesperson for the organization   X
  • Get to know the various staff people.   X
  • Provide regular advice and counsel to the CEO/ED.   X

Answer: This is a trick question. The board chair should NOT do any of these!

  • The CEO/ED serves as the spokesperson for the organization. The CEO/ED can assign someone else to serve as chief spokesperson for a particular issue or moment in time. That could be the board chair or the fundraiser or or and and and and. It’s the CEO/ED’s decision.
  • Of course, the board chair may meet any number of the staff – same holds true for other board members. However, the board chair does not “get to know” staff. Like about families and friends and life and the job and… That can jeopardize the separation of management and governance.
  • So what does “regularly” mean? Of course, the CEO/ED and Board Chair prepare board meeting agendas together. Talk with each other about issues that come before the board. And the CEO/ED can certainly ask the board chair for advice and counsel, or vice versa. But be very very careful. Regularly? Ok. Once/month if the board meets monthly. Periodically an email about something . But if the board chair and CEO/ED talk/meet weekly? On no! Biweekly updates or something? Be careful!!! Sounds like the board chair is acting as CEO/ED. And the actual CEO/ED is just the chief operating officer. Be very very very very careful!!!!!!

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Question #3: Who needs to be the governance expert in your organization?

  • Board Chair
  • Executive Committee
  • Chief executive (CEO/ED or whatever title your organization uses)   X

Answer: The one person we can count on is the CEO/ED. Hired. Paid. Professional! S/he is obligated to learn this stuff and lots of other stuff, too. Read! Workshops! Experience. Etc. And just because a board member has served on many boards does NOT NOT NOT mean s/he knows the governance body of knowledge, etc. etc. In my experience, most boards are mediocre at best. And far too many are dysfunctional. I hold the CEO/ED accountable for both mediocrity and dysfunction. By virtue of position, the CEO/ED is required to be highly knowledge about governance – and also be a darn good enabler to help the board chair facilitate good governance. (And if your board doesn’t listen and allow you to enable — then work diligently to change the board members. Or find another job. You deserve better.)

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The Savvy Fundraiser’s Quiz Show has many more questions and answers. If you want me to publish more in my newsyletter, just let me know.

February 12, 2018

Cool stuff

Do you know CharityChannel – and its press?

You should. I think CharityChannel Press is publishing more fundraising / nonprofit sector books than anyone else these days. And pretty cool titles, too! For example: 50 Asks in 50 Weeks. Fundraising for….Churches…Museums…Hospitals and…(Separate books!) The Nonprofit Consulting Playbook. Storytelling in the Digital Age. Opening the Door to Major Gifts. And so many many more! Just take a look!

CharityChannel Press published my book Firing Lousy Board Members. Have you read it? You probably should. All about boards and board members and making sure you don’t have to fire them. [In fact, just carry the book around in front of your board and board members… And maybe they’ll be curious and choose to learn and you can help them!]

And how about this…. CharityChannel’s Masters of Fundraising Summit. On line for your convenience. Reduced price for your wallet. And good presenters for your learning!

Are you continuously learning? What’s on your bookshelf? What are you reading?

August 14, 2017

Online learning

Simone Joyaux, ACFRE, Adv Dip, is an internationally recognized expert in fund development, board and organizational development, strategic planning, and management.

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