Welcome back!
I pondered this question out loud a couple of times over the last week. Here is information from Alliance for Justice. More information on this and other advocacy issues and nonprofits can be found here. I pretty much figured this was the answer.
Question: Does the Supreme Court’s decision in Citizens United mean that a 501(c)(3) organization can now support or oppose candidates for public office?
Answer: NO. 501(c)(3)s remain subject to federal tax law’s absolute prohibition on intervening in an election campaign on behalf of or opposition to a candidate for public office. Therefore, little will change for public charities and private foundations as a result of this opinion. For more information about what Citizens United Means for Tax-Exempt Organizations, see our report: http://www.afj.org/connect-with-the-issues/citizens-united-overview.html.
If you have any questions about lobbying or other issues related to nonprofit advocacy, please call Alliance for Justice's toll-free technical assistance hotline at 1-866-NPLOBBY or email us at advocacy@afj.org.
This is from Alliance for Justice's weekly Advocacy Digest. Further questions should be directed to them. I am not an attorney and nothing I say or put on this blog should be construed as legal advice.
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01 February 2010
24 January 2010
New Topics for Workshop training and technical assistance for application
Welcome back!
Your ideas matter here! Please leave a comment.
2010 Workshop Topics
This is a partial list of topics and concerns that Capacity Partnership can address for your group or organization. Topics can be presented as training workshops or combined with a process to implement and integrate the content with your organization or church. Three of the topics are newly tested and received high evaluations from the participants.
- Nonprofit Basics: through advanced Board Governance for nonprofit organizations: Good Governance—Leadership Excellence, Governance Matters, “Board Rooms Bar Fights and Beautiful Music—more of the later, less of the later”
- Nonprofit Basics: Strategic Planning—a road map for accomplishing organizational results and improving its capacity to do that better. Moving away from “strategic planning is stupid” to planning as a process to inform the life of your organization.
- Nonprofit Basics: Strategic Resource Development—finding the partners and resources to move toward your vision and fulfilling your mission.
- Nonprofit Basics: Navigate your Nonprofit Status, Discover the benefits and responsibilities afforded by a 501 (c) 3 tax exempt status
- Nonprofit Basics: Policies and Procedures: Clarify your organizational values with clear, written policies and procedures.
- Nonprofit Basics: Assessment and capacity building.
- Nonprofit Basics: Collaboration and Partnerships
- Nonprofit Basics: Financial Management and Systems. Financial literacy for people person who think they don’t understand numbers and dollars.
- Visioning. If you can you see your community, the people who live and work there in a new and better way there is a way of getting you there.
- Justice and Compassion Ministry for the Church. Does the Bible really say all that about the poor, the widows, the orphans and the strangers? Then how do we move to a response that will really help?
- Immigration and immigrants, Christian perspective. Christians at the Border: a biblical look at immigrants and immigration. Cristianos en la frontera: una mirada bíblica en los inmigrantes y la inmigración.
Your ideas matter here! Please leave a comment.
22 January 2010
Organizational Transparency
Welcome back!
Some great thoughts here about transparency and a safe accountabilit from the CFO (Chief Euphoria Officer) at Ben and Jerry's. For people who were in today's workshop on Policy and Procedure, this is a good follow-up on this topic and great question that came up during the Q & A.
Your ideas matter here! Please leave a comment.
Some great thoughts here about transparency and a safe accountabilit from the CFO (Chief Euphoria Officer) at Ben and Jerry's. For people who were in today's workshop on Policy and Procedure, this is a good follow-up on this topic and great question that came up during the Q & A.
Your ideas matter here! Please leave a comment.
14 January 2010
Training events coming up [Updated]
Welcome back! Let me know if we can serve you through these training events.
Thursday, January 21, 2010, 9:30 am – 12 noon
How to Navigate Becoming a 501 (c) 3
"Is 501(c)3 the Suitable Thing to be for your Entity?"
Find out the benefits of tax-exempt status under IRC 501 (c) 3. Determine whether, when and how to proceed with this important step. Discover what additional responsibilities, reporting and legal obligations come with this status. Participants will know how to determine the most advantageous status for their organization. Founders, board members, and directors will benefit from this workshop.
Friday, January 22, 2010, 9:30 am – 12 noon
Organizational Policies and Procedures
"Advantages of Well-considered Policies and Procedures"
What makes for clear and efficient expression of an organization's values? This workshop will demonstrate how a system of explicit policies and procedures can and should do that. Policies define why your organization exists and the difference it will make outside of its own walls. Policies and procedures provide guidance on how organizations treat people and handle money and other resources. Monitoring organizational behavior as an essential practice will be explored. Founders, board members, directors, new and established organizations will find this workshop helpful.
Glen Peterson has led and been a catalyst within grass-roots, community, and faith-based organizations in Miami, Chicago, Indianapolis, South Los Angeles, Pomona and other geographies. Glen has worked with immigrants, youth, parolees, recovery, and other specialized populations. He is passionate about transformation in people and communities across cultural, economic and social barriers. Organizational development expertise is in board governance function using Policy Governance®, strategic planning, resource development planning, economic development through traditional wage employment programs, self-employment and microenterprise, asset development and financial literacy programs. Capacity Partnership Group can help you with any nonprofit, community or faith-based organizational development or program need.
For the context of when and where and to whom this training is to be offered, click here.
Your ideas matter here! Please leave a comment.
Thursday, January 21, 2010, 9:30 am – 12 noon
How to Navigate Becoming a 501 (c) 3
"Is 501(c)3 the Suitable Thing to be for your Entity?"
Find out the benefits of tax-exempt status under IRC 501 (c) 3. Determine whether, when and how to proceed with this important step. Discover what additional responsibilities, reporting and legal obligations come with this status. Participants will know how to determine the most advantageous status for their organization. Founders, board members, and directors will benefit from this workshop.
Friday, January 22, 2010, 9:30 am – 12 noon
Organizational Policies and Procedures
"Advantages of Well-considered Policies and Procedures"
What makes for clear and efficient expression of an organization's values? This workshop will demonstrate how a system of explicit policies and procedures can and should do that. Policies define why your organization exists and the difference it will make outside of its own walls. Policies and procedures provide guidance on how organizations treat people and handle money and other resources. Monitoring organizational behavior as an essential practice will be explored. Founders, board members, directors, new and established organizations will find this workshop helpful.
Glen Peterson has led and been a catalyst within grass-roots, community, and faith-based organizations in Miami, Chicago, Indianapolis, South Los Angeles, Pomona and other geographies. Glen has worked with immigrants, youth, parolees, recovery, and other specialized populations. He is passionate about transformation in people and communities across cultural, economic and social barriers. Organizational development expertise is in board governance function using Policy Governance®, strategic planning, resource development planning, economic development through traditional wage employment programs, self-employment and microenterprise, asset development and financial literacy programs. Capacity Partnership Group can help you with any nonprofit, community or faith-based organizational development or program need.
For the context of when and where and to whom this training is to be offered, click here.
Your ideas matter here! Please leave a comment.
10 December 2009
Governance and Tax-Exempt Organizations
Welcome back!
Because of some behaviors of some nonprofit organizations, the IRS has published new guidelines for nonprofit organizations and new documents for examiners in the case you are being examined by the IRS. Take a look at those here.
Your ideas matter here! Please leave a comment.
Because of some behaviors of some nonprofit organizations, the IRS has published new guidelines for nonprofit organizations and new documents for examiners in the case you are being examined by the IRS. Take a look at those here.
Your ideas matter here! Please leave a comment.
IRS Offers Tips for Year-End Donations
Welcome back!
Individuals and businesses making contributions to charity should keep in mind several important tax law provisions that have taken effect in recent years. You can read more about that at the IRS website here.
And here is a video:
And in Spanish:
Your ideas matter here! Please leave a comment.
Individuals and businesses making contributions to charity should keep in mind several important tax law provisions that have taken effect in recent years. You can read more about that at the IRS website here.
And here is a video:
And in Spanish:
Your ideas matter here! Please leave a comment.
27 November 2009
Consulting Services Available Now
Welcome back! Updates to my resume and interests in consulting and self-employment
Board Development and Governance Function Since 2003
• Focusing board on exchange it has with the world as outcomes and impacts outside of its own walls
• Implementation, training, monitoring, comprehensive governance model for boards
• Development of training materials, policy writing and monitoring tools
Organizational Growth, Program Design, Evaluation Since 2003
Workshops & Teaching Since 1989
World Vision Southern California Metro Los Angeles and Pomona, CA
Program Manager 2006-2007
Mennonite Economic Development Associates Los Angeles, Miami, Chicago, Indianapolis
Regional Manager 2003-2005
Executive Director 1989-2004
Bachelor of Arts, InterCultural Studies, Biola University, La Mirada, California
Your ideas matter here! Please leave a comment.
Summary
- Project conceptualization to completion, management, compliance, evaluation, and communication strategy
- Written communication and project reporting
- Assessment of organizational and community needs, capacity building planning, coaching, mentoring
- Outcome and asset mapping, community partnerships and linkages
- Integration of Christian faith with compassion and justice, economic & community development, microenterprise, microfinance and workforce development
- Board governance process and function using Policy Governance® model, board policy design
- Nonprofit startup, strategic planning, program design, board recruitment
- Experienced in faith based community development and nonprofit leadership
Recent Consultant Roles
Board Development and Governance Function Since 2003
• Focusing board on exchange it has with the world as outcomes and impacts outside of its own walls
• Implementation, training, monitoring, comprehensive governance model for boards
• Development of training materials, policy writing and monitoring tools
Organizational Growth, Program Design, Evaluation Since 2003
- Designed and implemented community and economic development projects, workforce development
- In depth organizational assessment, leadership mentoring, growth planning and management
- Community development, partnerships and collaborations
Workshops & Teaching Since 1989
- Designed curriculum, workshops for adults, evaluated results, and one-hour to multiple-day conference workshops all areas of nonprofit management, community development, immigration, mentoring
- Classroom teaching, adult learning, workshops, public speaking—board governance process, board development, economic development as microenterprise, financial literacy and fiscal management, resource development, fund raising strategy
Professional History
World Vision Southern California Metro Los Angeles and Pomona, CA
Program Manager 2006-2007
- Managed $875,000 project to provide training, coaching, and technical assistance
- Designed a sub-award program including competitive application process, application evaluation, completion
- Assessed, mentored leadership in community organizations in south Los Angeles and Pomona
- Communicated results to internal and external clients, including US government partners
Mennonite Economic Development Associates Los Angeles, Miami, Chicago, Indianapolis
Regional Manager 2003-2005
- Managed a $3,750,000 project to increase capacity of 40 organizations in 5 in the USA.
- Planned organizational development strategies with leaders of community and faith-based organizations.
- Designed grantmaking program, evaluated applications and made award decisions.
- Monitored and evaluated progress of capacity building projects with organizational clients and consultants.
Executive Director 1989-2004
- Designed and implemented faith-based microenterprise, workforce development, financial literacy, and Asset Development programs to improve the economic wellbeing of families in south Los Angeles.
- Developed linkages with businesses, financial institutions and community partners to reach mutual goals and outcomes
Education
Master of Divinity, Denver Seminary, Denver, ColoradoBachelor of Arts, InterCultural Studies, Biola University, La Mirada, California
Your ideas matter here! Please leave a comment.
14 October 2009
Board Governance All-day Workshop October 17, 2009 in Whittier, CA
Welcome back!
Good Governance—Leadership Excellence
A Workshop in Policy Governance®
Saturday, October 17, 2009
9 AM – 3 PM; Lunch included
Whittier Area Community Church [WACC]
8175 Villaverde Dr., Whittier, CA 90605
“Boards: Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other”
A workshop in board governance for nonprofit and community benefit organizations, we will examine the practical usage of a comprehensive model of board governance. This is not best-practices in the sense of increasing the board’s busyness. We will look at the foundational work of the board—the work that no other group of volunteers can be expected to do.
A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.
As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.
A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. Lunch is included. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.
For more information call Glen at 562/400-4739.
Your ideas matter here! Please leave a comment.
Good Governance—Leadership Excellence
A Workshop in Policy Governance®
Saturday, October 17, 2009
9 AM – 3 PM; Lunch included
Whittier Area Community Church [WACC]
8175 Villaverde Dr., Whittier, CA 90605
“Boards: Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other”
A workshop in board governance for nonprofit and community benefit organizations, we will examine the practical usage of a comprehensive model of board governance. This is not best-practices in the sense of increasing the board’s busyness. We will look at the foundational work of the board—the work that no other group of volunteers can be expected to do.
A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.
As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.
A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. Lunch is included. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.
For more information call Glen at 562/400-4739.
Your ideas matter here! Please leave a comment.
02 October 2009
Good Governance—Leadership Excellence--Workshop, October 17, 2009, Whittier, CA
Welcome back!
"Boards, Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other."
Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605
A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. There are 3 job outputs that a board of directors must accomplish that no other group of volunteers can. Do you know what those are? You will if you attend this workshop. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.
As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.
A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.
Board Governance is the job of the group granted full accountability and full authority for value produced on behalf of those who morally if not legally own the organization. It is the servant-leadership work of the highest and initial authority within the organization.
Your ideas matter here! Please leave a comment.
"Boards, Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other."
Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605
A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. There are 3 job outputs that a board of directors must accomplish that no other group of volunteers can. Do you know what those are? You will if you attend this workshop. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.
As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.
A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.
Board Governance is the job of the group granted full accountability and full authority for value produced on behalf of those who morally if not legally own the organization. It is the servant-leadership work of the highest and initial authority within the organization.
Your ideas matter here! Please leave a comment.
22 September 2009
Board Governance All-day Workshop October 17, 2009 in Whittier, CA
Welcome back!
Good Governance—Leadership Excellence
Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605
A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.
As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.
A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.
Your ideas matter here! Please leave a comment.
Good Governance—Leadership Excellence
Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605
A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.
As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.
A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.
Your ideas matter here! Please leave a comment.
17 July 2009
8th Annual Foundations & Corporations Roundtable
Brought to you by:
Also on Facebook.
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Southeast Communities Prevention & Intervention Programs, Inc.
EXECUTIVE SUPPORT NETWORK
8th Annual Foundations & Corporations Roundtable
You are invited to join us as we meet and build relationships with foundations and Corporations
SAVE THE DATE:
Thursday July 23, 2009
Foundations & Corporations Invited:
John Gogian Foundation Vineyard Bank
Union Pacific Rail road Annenberg Foundation
Crail Johnson Foundation
Guest Speaker : Jim Clarke, Mayor’s Office Stimulus money for Nonprofits
LOCATION: California Endowment Foundation
1000 N. Alameda Street, ( Mojave Room )
Los Angeles, CA 90012
TIME: 8:30 – 9:00 Registration & Breakfast
Guest Speaker Jim Clarke, Mayor’s Office: 9:00 - 10:00
Stimulus Money for Nonprofits
Funders Panel: 10:00 – 11:00
One on one visits with Funders 11:00 – 12:00
Registration deadline July 20, 2009 space is limited
Early registration $ 75.00
On Site registration $ 90.00
EXECUTIVE SUPPORT NETWORK
8th Annual Foundations & Corporations Roundtable
You are invited to join us as we meet and build relationships with foundations and Corporations
SAVE THE DATE:
Thursday July 23, 2009
Foundations & Corporations Invited:
John Gogian Foundation Vineyard Bank
Union Pacific Rail road Annenberg Foundation
Crail Johnson Foundation
Guest Speaker : Jim Clarke, Mayor’s Office Stimulus money for Nonprofits
LOCATION: California Endowment Foundation
1000 N. Alameda Street, ( Mojave Room )
Los Angeles, CA 90012
TIME: 8:30 – 9:00 Registration & Breakfast
Guest Speaker Jim Clarke, Mayor’s Office: 9:00 - 10:00
Stimulus Money for Nonprofits
Funders Panel: 10:00 – 11:00
One on one visits with Funders 11:00 – 12:00
Registration deadline July 20, 2009 space is limited
Early registration $ 75.00
On Site registration $ 90.00
For additional information contact: Eddie Mae Williams at (323) 290-3593 or emaewilliams@scpip.org
Breakfast Served
Breakfast Served
Also on Facebook.
Your ideas matter here! Please leave a comment.
28 April 2009
Ready to PANIC?
Welcome back!
Apparently, panicking is an acceptable substitute for forethought, contingency planning or actually taking productive action. ~Seth GodinYour ideas matter here! Please leave a comment.
26 April 2009
Your Meeting Problem
Welcome back!
I have told people that if there is no agenda published for a meeting that includes clear objectives that require a meeting, then I will assume the meeting is canceled.
Here, Seth Godin, gives more good ideas for meetings, including a full refund if not completely satisfied.
Your ideas matter here! Please leave a comment.
I have told people that if there is no agenda published for a meeting that includes clear objectives that require a meeting, then I will assume the meeting is canceled.
Here, Seth Godin, gives more good ideas for meetings, including a full refund if not completely satisfied.
Your ideas matter here! Please leave a comment.
31 March 2009
Exectuive Compensation and the Board of Directors
Welcome back!
At our workshop I pointed to new IRS reporting requirements and California Nonprofit Accountability Law requiring boards of directors of nonprofit organizations to set executive compensation and monitor that expense. In the context of smaller nonprofits we often don't worry about overpaying. But is can be and is a problem. The recent corporate scandals involving the financial sector demonstrates that and the Wall Street Journal says nonprofits need to watch out too!
". . . the IRS has signaled more aggressive oversight of charities as various compensation scandals crop up among nonprofits." Wall Street Journal, Pay at Nonprofits Gets a second look
Your ideas matter here! Please leave a comment.
At our workshop I pointed to new IRS reporting requirements and California Nonprofit Accountability Law requiring boards of directors of nonprofit organizations to set executive compensation and monitor that expense. In the context of smaller nonprofits we often don't worry about overpaying. But is can be and is a problem. The recent corporate scandals involving the financial sector demonstrates that and the Wall Street Journal says nonprofits need to watch out too!
". . . the IRS has signaled more aggressive oversight of charities as various compensation scandals crop up among nonprofits." Wall Street Journal, Pay at Nonprofits Gets a second look
Your ideas matter here! Please leave a comment.
29 March 2009
BBC reports Obama agrees with me
Welcome back!
The chief executive and chairman of troubled US car maker General Motors will step down at once, at the request of Barack Obama. --BBC
In my workshops with board of directors of community and faith-based organizations I often use boards of equity corporations as examples of both good and bad behavior of boards, CEO's and to illustrate the concept of ownership.
Recently I have been commenting that the CEO's from US automakers and financial institutions who are sitting in front of Senate hearings explaining why their companies have failed to produce a profit or even enough money to sustain ongoing operations demonstrated that boards of directors are not achieving accountability on behalf of stockholders. My understanding that a CEO should lead an equity corporation to achieve increased value of equity for stockholders would be the only criteria for continuing employment.
So, the boards didn't live up to their responsibility, stockholders didn't act at a stockholders meeting, therefore, the Whitehouse took some kind of action. GM's CEO will be stepping down at Barack Obama's request. I'll post more news as I find it. BBC is reporting it here.
Los Angeles Times General Motors CEO Rick Wagoner to step down.
Wall Street Journal: Chrysler CEO Not Likely To Follow GM Wagoner's Fate.
Your ideas matter here! Please leave a comment.
The chief executive and chairman of troubled US car maker General Motors will step down at once, at the request of Barack Obama. --BBC
In my workshops with board of directors of community and faith-based organizations I often use boards of equity corporations as examples of both good and bad behavior of boards, CEO's and to illustrate the concept of ownership.
Recently I have been commenting that the CEO's from US automakers and financial institutions who are sitting in front of Senate hearings explaining why their companies have failed to produce a profit or even enough money to sustain ongoing operations demonstrated that boards of directors are not achieving accountability on behalf of stockholders. My understanding that a CEO should lead an equity corporation to achieve increased value of equity for stockholders would be the only criteria for continuing employment.
So, the boards didn't live up to their responsibility, stockholders didn't act at a stockholders meeting, therefore, the Whitehouse took some kind of action. GM's CEO will be stepping down at Barack Obama's request. I'll post more news as I find it. BBC is reporting it here.
Los Angeles Times General Motors CEO Rick Wagoner to step down.
Wall Street Journal: Chrysler CEO Not Likely To Follow GM Wagoner's Fate.
Your ideas matter here! Please leave a comment.
Books I Recommend to You as a Community Nonprofit Leader
Welcome back!
I made these book recommendations to the group on Saturday:
On board governance model as presented:
The 24-page introduction to the 10 principles that I presented: CarverGuide, Basic Principles of Policy Governance (J-B Carver Board Governance Series) (Vol 1)
The larger text book on Policy Governance: Boards That Make a Difference (J-B Carver Board Governance Series)
The Q & A book with short chapters that answer a bunch of basic questions: Nonprofit Board Answer Book: Practical Guidelines for Board Members and Chief Executives
On business and organizational theory by Jim Collins:
This is a popular book that helps successful companies become more successful: Good to Great: Why Some Companies Make the Leap... and Others Don't
A short follow up, stand alone chapter where Jim Collins addresses some specific issues for social sector organizations: Good to Great and the Social Sectors: A Monograph to Accompany Good to Great
I appreciate complements whenever they come: Colleen Marks told me that our session was "dope" and "out-of-the-bun." So, there you go!
Your ideas matter here! Please leave a comment.
I made these book recommendations to the group on Saturday:
On board governance model as presented:
The 24-page introduction to the 10 principles that I presented: CarverGuide, Basic Principles of Policy Governance (J-B Carver Board Governance Series) (Vol 1)
The larger text book on Policy Governance: Boards That Make a Difference (J-B Carver Board Governance Series)
The Q & A book with short chapters that answer a bunch of basic questions: Nonprofit Board Answer Book: Practical Guidelines for Board Members and Chief Executives
On business and organizational theory by Jim Collins:
This is a popular book that helps successful companies become more successful: Good to Great: Why Some Companies Make the Leap... and Others Don't
A short follow up, stand alone chapter where Jim Collins addresses some specific issues for social sector organizations: Good to Great and the Social Sectors: A Monograph to Accompany Good to Great
I appreciate complements whenever they come: Colleen Marks told me that our session was "dope" and "out-of-the-bun." So, there you go!
Your ideas matter here! Please leave a comment.
25 March 2009
Twenty things to do through the crises (and all the time for that matter)
Welcome back!
A panel of nonprofit and community organization leaders got together last week and talked about what people need to know and what they are doing and consider the way through the current situation and beyond. Here are some highlights:
Your ideas matter here! Please leave a comment.
A panel of nonprofit and community organization leaders got together last week and talked about what people need to know and what they are doing and consider the way through the current situation and beyond. Here are some highlights:
- Assess where you are today—board, staff, programs, think strategically
- Evaluate things you already have available volunteers, clients (can help solve problems), board members, donors, who else?
- If already in trouble, don’t panic, get help
- Make changes
- Communicate and increase donorship and stewardship
- Get everyone involved in fundraising—get everyone at the table
- Focus on mission (production of ends) and beneficiaries
- There are no problems that are new or unique—someone has survived this problem before you.
- “Credit is a ghost, dead and gone” –Merrill Lynch (Bank of America)
- Transparency and accountability—have a communication policy and plan
- Siloing and adversarial relationships are not helpful.
- Be proactive, not reactive
- “Shop outside of your own closet” encourage communication
- Ask why board members endorse your organization—do more of that (hedgehog)
- Demonstrate credibility with consistent and clear marketing and market position.
- Crisis is an opportunity. Get the message out how now is the time for your donors, volunteers, and others to engage
- New opportunity for volunteer service—new funding coming down for National Service Corporation
- Be aware of new IRS accountability and reporting. Changes on charitable giving
- Make a plan for planned giving
- Use this as a mobilizing moment—how important is it that we will keep doing what we are doing? Engage others in this passion.
Your ideas matter here! Please leave a comment.
23 March 2009
Free Board Governance Workshop in Whittier on March 28
Welcome back!
This is the first time I have offered this free of charge to participants. Three and a half hours of board governance introduction and it includes lunch! Thanks to the great people at Whittier Area Community Church and their Serve Weekend project.
Your ideas matter here! Please leave a comment.
This is the first time I have offered this free of charge to participants. Three and a half hours of board governance introduction and it includes lunch! Thanks to the great people at Whittier Area Community Church and their Serve Weekend project.
Good Governance--Leadership Excellence
Trainer: Glen Peterson
Whittier Area Community Church
Saturday, March 28, 2009
9 am - 1 pm
Lunch included
We can bring this workshop and
others to your geography.
Let's work on something together.
Trainer: Glen Peterson
Whittier Area Community Church
Saturday, March 28, 2009
9 am - 1 pm
Lunch included
We can bring this workshop and
others to your geography.
Let's work on something together.
Your ideas matter here! Please leave a comment.
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