09 December 2008

Simply Inexcusable

Welcome back!

In a study from Indiana University’s Center on Philanthropy, initiated by Bank of America

The #1 reason, cited by almost 60% of respondents, is that they were "no longer feeling connected to the organization."

And how many stopped giving? 38% of wealthy donors stopped giving to one organization in 2007; 26% stopped giving to at least two organizations.

HT: The Agitator

Your ideas matter here! Please leave a comment.

01 December 2008

Looking Ahead: Leadership Strategies for Turbulent Times

Welcome back!

The Center for Nonprofit Management will present a moderated panel discussion on nonprofit strategies during the current financial crisis, Looking Ahead: Leadership Strategies for Turbulent Times, on Tuesday, December 9, 2008, 3 pm - 6 pm. More information and registration here.

Your ideas matter here! Please leave a comment.

27 October 2008

What is the definition of Governance?

Welcome back!

I often try to answer questions that come up in our workshops and presentations. On one of the evaluation forms, someone stated the need for a definition of governance. I believe that is definition is extremely important and is foundational to a clear understanding of what the board's job outputs need to be and what the board should expect to do.

Here is the definition:
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. The servant-leadership work of the highest and initial authority within the organization.


By making policy, the board governs proactively through explicit statements of values rather than reactively or through event-specific decisions. Boards must be at least as disciplined as they expect their staffs to be.

This definition is clearly different that how many boards define their work. Many boards with which I have worked have started without any clear definition of the work that they are to do. Then act as though the believe that there work is in competition with the role of their chief executive officer or executive director. The role of governance is not management with a megaphone. The role is strategic leadership about the difference the organization is to make in the world, outside the walls of the organization. It is to assure that the difference is made and that unacceptable situations and circumstances are avoided. It is to link the organization to its membership or moral ownership and act on its behalf.

Your ideas matter here! Please leave a comment.

23 October 2008

Alternative Board Governance Workshop Title

Welcome back!

A friend just sent me this suggestion for the name of my workshop:

"Boards, Bar Fights, and Beautiful Music: A case study in how to avoid the one, and make lots of the other."

I am going to use it in my introduction.

Your ideas matter here! Please leave a comment.

21 October 2008

Policy Governance Workshop in Los Angeles, October 28

Welcome back!

I will be giving a workshop at the Southern California Center for Nonprofit Management in Los Angeles. I hope you can come and learn about the most comprehensive system of board governance that installs accountability as an organizational characteristic and adds value to the organization.

More information is here.

Your ideas matter here! Please leave a comment.

19 October 2008

Workshop/Talk about board governance in Miami, Florida

Welcome back! I will be in Miami, Florida talking about Policy Governance.



Friday, October 24: 3:00 - 4:15 PM
Miami, Florida

SHALOM IN THE BOARDROOM
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 a case study of how one board brought added value to a new organization; helps everyone from beginners to veterans.

Co-presenter: GABE VEAS
Room: Granada

The event is: CCDA's 19th ANNUAL CONFERENCE

OCTOBER 22-26, 2008

HYATT REGENCY MIAMI & JAMES L. KNIGHT CENTER

MIAMI, FL

www.CCDAMiami08.org

There is also a workshop coming up the following week in Los Angeles at the Center for Nonprofit Management.

Your ideas matter here! Please leave a comment.

05 October 2008

Transparency and Accountability

Welcome back!

The IRS has been in the process of updating its reporting requirements for nonprofit organizations. Specifically, on the filing of Form 990. We had thought that by now the process of changing the form and pubic comment would have been completed. However, they seem to still be in the process of revision and completion of that work. They do have some new items posted for nonprofit including this, on transparency and accountability:

By making full and accurate information about its mission, activities, finance, and governance publicly available, a charity encourages transparency and accountability to its constituents. The Internal Revenue Code requires a charity to make its Form 1023 exemption application, Form 990, and Form 990-T, available for public inspection. The Internal Revenue Service encourages every charity to adopt and monitor procedures to ensure that its Form 1023, Form 990, Form 990-T, annual reports, and financial statements, are complete and accurate, are posted on its public website, and are made available to the public upon request. Organizations that file Form 990 will find that Part VI, Section C, Lines 18 and 19, ask whether and how an organization makes its Form 1023, Form 990 and Form 990-T, governing documents, conflict of interest policy, and financial statements available to the public.


--Governance and Related Topics - 501(c)(3) Organizations, Posted February 4, 2008. irs.gov

For a board that uses the Policy Governance system, the board level policy document will nicely serve as one of the governance process documents to be made publicly available.

Your ideas matter here! Please leave a comment.

30 September 2008

Assessing Impact Of Financial Crisis On Nonprofits

Welcome back!

NPR's All Things Considered does a story today the impact for nonprofits. You can listen to the story here.

Your ideas matter here! Please leave a comment.

04 September 2008

Should an executive director be a voting member of the board?

Welcome back!

The answer to the question of whether the CEO, often called an executive director in nonprofit organizations, should be a voting member of the board of directors is found in defining the role of the CEO and the role of the board.

The leadership role of the board is to define why the organization exists, what good is created, who or what will benefit, and at what cost that good will be created. Once they define this organizational result, it is to monitor the extent to which that change is effected in the world and that unacceptable situations and circumstances are avoided. The board’s work is thinking work. It demands discipline, intellectual vigor, and unconflicted commitment to the cause of the organization that is served.

The leadership role of the CEO is in operations—leading the staff of the organization to accomplish the results required by the board and to avoid unacceptable actions even if they work. Authority to get the job done and accountability to the “moral ownership” of the organization through the board of directors define the CEO’s role.

With this clear definition of roles, the CEO has the authority necessary to be a strong leader in the organization. He or she is likely the most informed expert at the table during any board or committee meeting regarding any topic related to the operations of the organization. When the CEO has both the authority and accountability that is clearly articulated and understood there is no reason that a vote on the board would be an effective tool for persuasion whether that vote is in the majority or minority of the board’s vote on any given decision. This is the case with the founding CEO or one that the board has hired.

I recommend that nonprofit boards use a comprehensive model of governance from the beginning whether they consider themselves a “working” board or a policy board. The only thing that a board in name only does is it sends the message to the IRS and congress that the nonprofit world needs more regulation from the federal government. That is not a good plan for governance. The responsibilities required of any board and the servant-leaders that populate them is important and one that should be well considered. The relationship with the CEO is to be both safe and empowering.

It would be great to talk further about the foundational function of the board of directors in your nonprofit organization. Please feel free to contact me directly.

Your ideas matter here! Please leave a comment.

18 August 2008

[UPDATE: New Date and TIme] Policy Governance at the Center for Nonprofit Management

Welcome back!

My next workshop on Policy Governance at the Southern California Center for Nonprofit Management will be Tuesday, October 28 2008, 1:30pm - 4:30pm. Details on the workshop and registration are available at the Center's website.

Course Description

Policy Governance® enables a board to:

  • Lead on the larger issues
  • Delegate with clarity
  • Control management's job without meddling
  • Rigorously evaluate the accomplishment of the organization
  • Truly lead an organization
This is a groundbreaking model of governance designed to empower boards of directors to fulfill their obligation of accountability for the organizations they govern. 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.

Your ideas matter here! Please leave a comment.

IRS information on the new Form 990

Welcome back!

The IRS website has a summary of the changes we are anticipating for the Form 990 for the 2008 tax year. You can read that information here.

There will be some new reporting requirements including disclosure of business or family relationships on the board of directors. There will also be a requirement to describe the board's role in reviewing the the board's responsibility for the information on the Form 990.

I will post more about the changes when the new instructions are released and after I hear from other clients about their concerns and thoughts.

Previous CPG clients will already have satisfactory conflict of interest policies to regulate and monitor related individuals and self-serving.

Your ideas matter here! Please leave a comment.

12 August 2008

Are corporate bylaws filed with the Secretary of State?

Welcome back! This question has been asked again recently. For the state of California:

Corporate bylaws are not filed with the Secretary of State. Bylaws are kept at the corporation's principal executive office (if located in this state) or the corporation's principal business office in this state. The bylaws shall be open to inspection by the shareholders at all reasonable times during office hours. If the principal executive office of the corporation is outside this state and the corporation has no principal business office in this state, it shall, upon the written request of any shareholder, furnish to such shareholder a copy of the bylaws as amended to date.


The source of this information is California Business Portal, Secretary of State Information site.

Your ideas matter here! Please leave a comment.

26 July 2008

Board Member Recruitment [New and Improved]

Welcome back! I put out the question a couple of days ago on the My Questions feature on LinkedIn. I got some very good input and made some revisions to my training packet. The new version of the Characteristics handout:

What characteristics should we look for in prospective board members once we have articulated the job outputs of the board of directors? Do not confuse management skills as substitutes for any of these characteristics.

  • People who can think about principles and values
  • People who can enjoy creating the future rather than merely evaluating the past
  • People with moral courage strong ethics, possess integrity
  • People who are willing to let others be strong
  • People who are intelligent and willing to learn, creative, open-minded
  • People who can be team players
  • People with an ability to empathize with the owners
  • People who have demonstrated commitment to the values and mission of the organization
  • People with connections to the “moral ownership” and resources
  • People with time and energy to meet
  • What other characteristics would you add?

The work of the board is thinking work more than doing. People who have the interest and discipline to work in the abstract might be good board members. The big job of a board of directors is to ensure the organization does what it should while avoiding unacceptable situations and circumstances. Job outputs include: (1) explicit board policy to articulate the values of the organization, (2) monitoring, and (3) linkage to the moral ownership.

A couple of really good suggestions that I haven't added to the handout, but I will certainly share in the workshops:

From Dan: I would add under characteristics "Alligator hide" and a no "BS" sort of guy/gal or in more appropriate words "intentional and focused, result oriented." I am always repeating this to ED's and management.

From JB: "While I think a creative thinker is important, I also believe it's important for board members to be able to think independently and question the status quo. Whether the status quo is represented by staff or other board members. I've been on enough boards to know that many board members don't ask tough questions and are willing to let the past guide the future. While history is important, it's also the board's responsibility to set the future of the organization and understand what the organization must have for today to be successful. Ultimately the board must ask the question, what is the reason for this organization to exist, and is it still valid today."

And for those who suggested management skills such as fundraising, I am still not convinced. While there is a board role in resource development it is not the core of governance. Successful organizations are going to hire those skills as part of operations and hold the results accountable. Individual board members will certainly participate as volunteers but not in a role confined to board members. My experience clearly shows that there is no reason to confine the fundraising work to the board. Some significant donors and volunteers told me that they are . . . "happy to give and volunteer--but don't put me on the board, that's just not my thing."

Your ideas matter here! Please leave a comment.

23 July 2008

Board Member Recruitment

Welcome back!
What characteristics should we look for in prospective board members once we have articulated the job outputs of the board of directors? Do not confuse management skills as substitutes for any of these characteristics.
  • Ability & discipline to think
  • Recruited for demonstrated commitment to the values and mission of the organization
  • Connections to the “moral ownership” and resources
  • Creative Thinker, Open Minded, Team Player
  • Time and energy to meet
  • Strong Ethics, Possess Integrity
  • What other characteristics would you add?
The work of the board is thinking work more than doing. People who have the interest and discipline to work in the abstract might be good board members. The big job of a board of directors is to ensure the organization does what it should while avoiding unacceptable situations and circumstances. Job outputs include: (1) explicit board policy to articulate the values of the organization, (2) monitoring, and (3) linkage to the moral ownership.

Your ideas matter here! Please leave a comment.

26 June 2008

Foreclosure Prevention Seminars

Welcome back!



Foreclosure Prevention Seminars

The Federal Deposit Insurance Corporation and NeighborWorks® America are hosting a series of one-day informational seminars in high-foreclosure cities around the country to help support counseling, mitigation and outreach efforts to distressed homeowners.

These seminars will provide participants with an overview of the foreclosure process and industry access that will be helpful in providing guidance to their clients and constituents at risk of foreclosure. Discussions will focus on opportunities and strategies for working with financial institutions and loan servicers in each area to help troubled borrowers.

For information on these seminars, click here.

The event is Los Angeles is Tuesday July 29, 2008.

Hilton Los Angeles Airport
5711 West Century Boulevard,
Los Angeles, California 90045
(310) 410-4000

**There is no fee to register, but space is limited so register early. Online registration. The agenda is here.


Your ideas matter here! Please leave a comment.

04 June 2008

Travel to Oakland, CA

Welcome back!

I will be in Oakland, CA on June 23 for a meeting that ends at 1 PM. I don't have to be at the airport until about 6 PM. If you'd like to meet, give me a call or an email and we'll make plans.

Your ideas matter here! Please leave a comment.

Administrative Assistant Position

Welcome back!

Myasthenia Gravis Foundation buscan un(a) Asistente Administrativo, los requisitos estan listados en el link a Craigslist en la parte de abajo, un requisito importante es que vivan en el Este de Los Angeles, Commerce, Montebello, Whittier, Pico Rivera, Downey, Norwalk o ciudades circunvecinas.

For more information see here.

Your ideas matter here! Please leave a comment.

02 June 2008

OC Marriage Resource Center Executive Director

Welcome back!

The executive director of the Orange County Marriage Resource Center (OCMRC) will lead the movement of churches in OC to strengthen marriages and significantly reduce the divorce rate within Orange County.

If you'd like to know more, let me know and I will send you the announcement.

Your ideas matter here! Please leave a comment.

20 May 2008

Workshop on Board Governance

Welcome back!

Governance Matters

I will be presenting this workshop at the Southern California Center for nonprofit Management on June 12, 2008 as a volunteer facilitator. I contributed the following article to Nonprofit Directions.

Governance is vital for any organization. In an environment where resources are scarce and news of resource misuse seems to be rampant, good governance is becoming increasingly important for the success of all organizations.

Boards of directors add value to the organization they serve through certain job outputs. The board holds itself accountable for these roles of:
  • Clearly articulating what the organization should accomplish and who should benefit on behalf of its members or moral ownership. More than just the activities and busyness, this result will make a difference in the world outside the walls of the organization.
  • Developing accountability as an organizational characteristic. The board provides assurance that the expected results were produced and unacceptable situations were avoided; and the cost was worth the result.
  • Understanding their trustee function and acting on behalf of its membership.

These job outputs are the unique contributions of a board of directors, and no other person or group can fill these roles. Once these job outputs are understood, the board is responsible to hold itself accountable and to accomplish its duty of care, loyalty and obedience.

On Thursday, June 12, we will discuss the unique value that a board brings to an organization. Ideally, the executive director and board chairperson will participate in this workshop together to determine if adopting a comprehensive set of governance principles will help the board more effectively do its work.

Good Governance is Leadership Excellence
Thursday, June 12, 2008
1:30 p.m. - 4:30 p.m. (Half Day)
Special Fee: $200 (Covers Executive and 1 Board Member)

Registration Information Here.



Policy Governance® is the registered trademark of John Carver and Carver Governance, Inc.

Your ideas matter here! Please leave a comment.

18 May 2008

Technology Strategies for your Nonprofit

Welcome back!

IMG_0017

Presenters: Thomas Hsieh, Splinterrock; Marcos Ramirez, Idealistics; Glen Peterson, Capacity Partnership Group


Your ideas matter here! Please leave a comment.

13 May 2008

Technology Planning Workshop at UYWI 08 on May 16

Welcome back!

Friday, May 16, 2008
Time: 1:30 PM- 3:00 PM
Technology Planning Workshop
For Executive Directors

Presenters: Thomas Hsieh, Slinterrock; Marcos Ramirez, Idealistics; Glen Peterson, Capacity Partnership Group

Youth ministries and nonprofits have limited resources while the expanding available new technology is limitless. How can you as the organizational leader decide what is needed and how to put into place technology that will really produce results? A strategic technology plan can help you budget your time and resources to best meet your needs. This session will introduce a good planning outline and process: (1) establish technology leadership group,
(2) define your needs (what problems technology can solve for your organization), (3) assess current situation and resources, (4) explore solutions, (5) put your plan in writing including a timeline, (6) develop a funding strategy, (7) implement, evaluate, and revise the plan.

Room: Duke 603

Please leave a comment.

Board Governance: Capacity Building Workshop at UYWI08

This Week!

If you are going to the Urban Youth Workers Institute at Azusa this week, it'd be great to meet you. Workshop 1:

Thursday, May 15, 2008
Time: 1:30 PM- 3:00 PM
Leadership Excellence—Good Governance
For Executive Directors and Board Members

How can you attract and retain good board members? Give them the right job and the right tools. Governance is the highest level of organizational leadership. The job of governance needs to emphasize values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. Workshop participants (board members and staff leaders) will (1) gain appreciation of leadership through governance, (2) define roles of management and board distinct from one another, (3) identify the unique job outputs of the board, (4) avoid meddling and “rubber-stamping.”

Room: Duke 106; Azusa Pacific University

For a complete list of workshops, here.

Your ideas matter here! Please leave a comment.

08 May 2008

Good Governance is Leadership Excellence

Welcome back!
Governance Matters
In a workshop at the Southern California Center for Nonprofit Management on June 12, 2008, 1:30 we will discuss the unique value that a board brings to an organization that no other group of volunteers can produce. Ideally, the executive director and the board chairperson will experience this workshop together to determine if adopting a comprehensive set of governance principles will help the board do its work.

In an environment where community organizations struggle to find the resources to do their work and larger national nonprofits have been in the news with misused resources there is much talk about what governance really is. The board of any organization is to add value with job outputs that are specific to the role of the board and for which the board holds itself accountable.
  • Clearly articulating what the organization is to accomplish for its membership or other moral-ownership—more than what is keeping the organization busy but what will make a difference in the world because the organization does what it says it should.
  • Develop accountability as an organizational characteristic initiated at the board level. Further, the board is to provide assurance that the expected results were produced and unacceptable situations and circumstances were avoided, and the cost was worth the result.
  • As the board understands its trustee function, it develops a strategy of linkage to and understanding of the ownership or membership to act on its behalf.
These job outputs are the unique contribution of a board of directors that no other person or group can accomplish. It is further the board’s responsibility, once these job outputs are understood, to hold itself accountable for their work. It is through this that the board can accomplish its duty of care, duty of loyalty and duty of obedience.

Your ideas matter here! Please leave a comment.

04 May 2008

Leadership Excellence—Good Governance

Welcome back!

I am teaching an elective for executive directors at the Urban Youth Workers Institute (UYWI08) on Thursday, May 15, 2008 at Azusa Pacific University. If you are going to the conference, I hope you will check out this workshop. Time: 1:30 PM- 3:00 PM Room: Duke 106

How can you attract and retain good board members? Give them the right job and the right tools. Governance is the highest level of organizational leadership. The job of governance needs to emphasize values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. Workshop participants (board members and staff leaders) will (1) gain appreciation of leadership through
governance, (2) define roles of management and board distinct from one another,
(3) identify the unique job outputs of the board, (4) avoid meddling and “rubber-stamping.”

Your ideas matter here! Please leave a comment.

22 April 2008

Community Economic Development and Job Opportunities for Low Income Individuals

Welcome back!

The US Department of Health & Human Services
Administration for Children and Families

Released the program announcements for both of these funding sources. Our teams still has room to help a few good agencies submit a competitive application for these federal dollars. Contact me right away if you are interested.

Your ideas matter here! Please leave a comment.

07 April 2008

IDA Conference September 11-13, 2008

Welcome back!

The 2008 Assets Learning Conference – Advancing America’s Assets Agenda: Expanding Opportunity, Promoting Prosperity and Mobilizing Communities, September 11-13, 2008 in Washington, DC. is for organizations interested in using Individual Development Accounts as a strategy to help low income families accumulate assets for education, home ownership, or business (microenterprise) assets.

Contact me for more information about how Individual Development Accounts (IDA) work in community organizations with microenterprise development programs.

Your ideas matter here! Please leave a comment.

04 April 2008

Employment Specialist Position available

Welcome back! For more information see this announcement on Idealist.org.

Position Summary

Responsibilities include recruitment of targeted individuals, coordination with retail and pharmaceutical stores in Los Angeles, calling on stores managers and other employment service programs who serve targeted clients, data collection, record keeping, reporting, communication, financial management and other services as needed for the KCCD Youth Workforce Program project. This project is part of the grant from U.S. Department of Labor to assist at-risk and adjudicated youth and young adults.

Your ideas matter here! Please leave a comment.

01 April 2008

Board Leadership Seminar at the Southern California Center for Nonprofit Management

Welcome back!

More information has been posted at the Center's website. Check the link below.

Date: June 12, 2008
Time: 1:30 PM – 4:30 PM
Title: Good Governance is Leadership Excellence
Location: Southern California Center for Nonprofit Management, 1000 N. Alameda, Los Angeles, CA 90012

Course Description:
Gain a solid understanding of this established model and make it work for your organization. Policy Governance® is a comprehensive and integrated governance system shown to increase organizational accountability and effectiveness. This class is your introduction to clear and deliberate governance.

Governance is the highest level of organizational leadership. The job of governance needs to emphasize values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. Workshop is for board members and staff leaders who will (1) gain appreciation of leadership through governance, (2) define roles of management and board governance distinctly from one another, (3) identify the unique job outputs of the board, (4) avoid both meddling and "rubber-stamping."

Instructor’s Bio:
Glen Peterson coaches leaders and equips organizations to improve capacity and infrastructure with goals of improved sustainability, increased results and stronger community impact. Glen’s strategic engagements produce capacity development results that in turn help organizations conceptualize and implement new community and economic development projects. For boards of directors, Glen facilitates the development, adoption and installation of a comprehensive board governance system that goes beyond mere compliance and managed details. Glen is a member of the International Policy Governance® Association and trained by John and Miriam Carver at the Policy Governance® Academy™.

Glen has 20 years of experience as a consultant and staff leader. He has served organizations in Los Angeles and Pomona, south Florida, Chicago, and Indianapolis. Glen now provides services through Capacity Partnership Group (www.capacityparternship.com).


Your ideas matter here! Please leave a comment.

22 February 2008

Good Governance is Leadership Excellence

Welcome back!

Date: June 12, 2008
Time: 1:30 PM – 4:30 PM
Title: Good Governance is Leadership Excellence
Location: Southern California Center for Nonprofit Management, 1000 N. Alameda, Los Angeles, CA 90012

Course Description:
Gain a solid understanding of this established model and make it work for your organization. Policy Governance® is a comprehensive and integrated governance system shown to increase organizational accountability and effectiveness. This class is your introduction to clear and deliberate governance.

Governance is the highest level of organizational leadership. The job of governance needs to emphasize values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. Workshop is for board members and staff leaders who will (1) gain appreciation of leadership through governance, (2) define roles of management and board governance distinctly from one another, (3) identify the unique job outputs of the board, (4) avoid both meddling and "rubber-stamping."

Instructor’s Bio:
Glen Peterson coaches leaders and equips organizations to improve capacity and infrastructure with goals of improved sustainability, increased results and stronger community impact. Glen’s strategic engagements produce capacity development results that in turn help organizations conceptualize and implement new community and economic development projects. For boards of directors, Glen facilitates the development, adoption and installation of a comprehensive board governance system that goes beyond mere compliance and managed details. Glen is a member of the International Policy Governance® Association and trained by John and Miriam Carver at the Policy Governance® Academy™.

Glen has 20 years of experience as a consultant and staff leader. He has served organizations in Los Angeles and Pomona, south Florida, Chicago, and Indianapolis. Glen now provides services through Capacity Partnership Group (www.capacityparternship.com).


Your ideas matter here! Please leave a comment.

06 February 2008

Poverty Guidelines from the Federal Government

Welcome back!

The 2008 Poverty Guidelines have been published on the Federal Register.

This information will be necessary for your 2008 applications for funding from the Department of Health and Human Services and other governmental resource development.

Your ideas matter here! Please leave a comment.

01 February 2008

Organizational Assessment and Capacity Development

Welcome back!

Workshop at the Center for Nonprofit Management

Date: Tuesday, February 12, 2008
Time: 9:30 a.m. - 12:30 p.m. (Half Day)
Fee: varies (see chart)

Instructor: Glen Peterson
Course Code: FR 76

Course Description
Organizational capacity is the foundation for growth and sustainability. Organizational assessment is important to recognize and celebrate strengths—both used and untapped—and to identify areas for growth. A good assessment process will help draw out diverse viewpoints within the organization, bring blind spots into view, and strategically address a variety of capacity areas. We will explore the cycles of organizational development and provide tools for building an appropriate plan for capacity development.

Registration
You can register by fax or by mail. Phone registrations are not accepted.

Your ideas matter here! Please leave a comment.

29 January 2008

Community Economic Development Projects

Welcome back!

Our team is currently interviewing organizations to apply for Community Economic Development Grants.
The purpose of the grant program is to promote and support projects that address economic self-sufficiency for low-income persons and distressed communities by awarding funds to CDCs to create employment and business development opportunities.

Contact us immediately to schedule your time to conceptualize a project. Your ideas matter here! Please leave a comment.

FY 2008 CCF Funding

Welcome back!

This was posted on the ACF Compassion Capital Fund website today, January 29, 2008

For the 2008 grant cycle, Congress did not provide funding for new Compassion Capital Fund (CCF) grant awards. Unfortunately, this means that there will be no funding opportunities for the CCF Demonstration program, the CCF Targeted Capacity Building program, or the CCF Communities Empowering Youth program this year. Funding for future grant cycles will be determined, as always, by future congressional appropriations.


Your ideas matter here! Please leave a comment.

16 January 2008

By the Numbers

Welcome back! How would you adjust your fundraising efforts if you knew this?

  • 3% of the nonprofit sector's total annual income is from private, community and corporate foundations and supporting public charities, such as the United Way.
  • The growth of giving by individuall donors in the past 30 years, as a percentage of adjusted gross income is 0%.
  • 219% is the overall increase in commercial activity as a revenue generator for nonprofits from 1982 to 2002.
  • 60% of the nonprofit sector's total annual income is generated from fees and payments made directly in exchange for services rendered.
Cited from various sources by Fieldstone Alliance, St, Paul, MN.
Your ideas matter here! Please leave a comment.

07 January 2008

A 3 hour version of the Good Governance is Leadership Excellence Workshop

3-hour version
Introductory Workshop
on the
Policy Governance® Model
By Glen Peterson, Capacity Partnership Group

Thursday, January 17, 2008
2:00 p.m. - 5:00 p.m. (Half Day)

A new standard for leadership and accountability for boards of directors for organizations large and small

The one-day workshop is intended to transform the way you understand and practice the governing board job and the board-management relationship.
  • The board is not just another group of volunteers that are to managed by the staff. They have a unique value that, as a group, brought to the organization ensures that it accomplishes what it should and avoids unacceptable means.
  • Of the elements of the management of enterprise, none is less studies and less developed than the governing board. Because governance has rarely been the subject of rational design, boards persistently fall into trivia, CEO-centrism, meddling in—or conversely, rubber stamping—management’s work, and other failings. They do so even when composed of intelligent, experienced, caring members. Governing boards have relied on the patchwork, inadequate job design we have all inherited.
  • The problem is chronic, pervasive, and long standing. Public and nonprofit boards, frequently in the absence of a market judgment, fail to govern what results are worth what cost. Corporate boards are prone to over-identify with management, seeing themselves more as advisors than commanders, allow unconscionable executive compensation and questionable practices. Even as the practices of management have made great strides in sophistication, governance remains in sad disrepair. These conditions are true worldwide.
  • The message in today’s workshop is not intended for boards in trouble, though they can benefit. It is intended for boards that want to reach for a new level of excellence. Our topic is not how your board can solve the problems that keep it from the ideal. It is the ideal itself that is flawed. No less than a true paradigm shift is required to set us on a more powerful, more sensible, more responsible track.
  • Today we will question many of your cherished beliefs about boards and chief executives. Financial oversight, committee work, policymaking, planning, accountability, monitoring, board-staff relationships and other important aspects of organization will acquire refreshingly new meaning.
  • Consider this an adventure in exploring an old topic with new eyes. Welcome to Policy Governance®, a new design for accountable leadership of governing boards.
Registration Must Be Made in Advance by Mail or Fax.
Seminar space is limited and registration will be determined on a first-come, first-served basis. Seminar fees are based on an organization's annual budget.
Registration Information is here.

The Center for Nonprofit Management offices are at the California Endowment's Center for Healthy Communities. Their new address is:

1000 N. Alameda Street
Suite 250
Los Angeles, CA 90012
ph: 213-687-9511


Policy Governance® is the registered trademark of John Carver, www.carvergovernance.com.

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02 January 2008

Governance Workshop at the Center for Nonprofit Management in Los Angeles

Welcome back!

Greetings and Happy New Year! I hope you are looking forward to a great year in 2008. [Please forward to your network or within your organization as you think appropriate or helpful.]

I will be presenting an introductory workshop on Policy Governance® at the Southern California Center for Nonprofit Management January 17, 2008, 2 pm – 5 pm.

Leadership Excellence—Good Governance is my usual workshop title:

How can you attract and retain good board members? Give them the right job and the right tools. Governance is the highest level of organizational leadership. The job of governance needs to emphasize values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. Workshop participants (board members and staff leaders) will (1) gain appreciation of leadership through governance, (2) define roles of management and board distinct from one another, (3) identify the unique job outputs of the board, (4) avoid meddling and “rubber-stamping.”


More information and registration can be found here.

It would be great to hear from you. Registration for the workshop must go through the Center for Nonprofit Management.

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New Annual Electronic Filing Requirement for Small Exempt Organizations

Welcome back!

Beginning in 2008, small tax-exempt organizations that previously were not required to file returns may be required to file an annual electronic notice, Form 990-N, Electronic Notice (e-Postcard) for Tax-Exempt Organizations not Required To File Form 990 or 990-EZ. This filing requirement applies to tax periods beginning after December 31, 2006. Organizations that do not file the notice will lose their tax-exempt status.

Click here to read more from the IRS website on this topic. Your ideas matter here! Please leave a comment.

Dr. Carver, is the board's job a simple one?

Welcome back! [Originally posted 2005]

". . .we all know that simple and easy are not the same thing. Many things are simple in their expression, yet difficult to achieve. Pilot, we want the plane on the runway with the rubber parts down. Surgeon, we want a working kidney. Explorer, we want a new route to China. Researcher, we want a cure for cancer. We want the homeless in housing. We want the hungry well-fed. We want world peace. We want a person on the moon who returns safely to earth. We want a chicken in every pot.

"Those aims are simply expressed, but by no means easy. Simplicity does not enable us to expect effortlessness. And difficulty in no way detracts from importance."


From a speech given at the 2nd Annual Conference, "Good Governance in Action", of the International Policy Governance Association, June 3, 2005.

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Good Governance is Good Leadership

Welcome back. [Originally posted 2005 on Policy Governance blog]

Some board members have told me that it is major work just to keep up with the work of the staff. This statement assumes that board work is one step up from management and it is the boards job to keep up with staff. Of course, the board should make every effort to remain informed about the work of the staff, the outcomes of the organization's efforts, and that unacceptable means are avoided. This is a result of the monitoring function.

The more important leadership role of the board is to be explicit about what the organizations should accomplish, for whom and at what relative value. This is accomplished through writing appropriate ends policy. And, they do this on behalf of the moral ownership. A board that takes this visionary leadership role and then empowers the executive director (CEO) through delegation makes excellence in leadership the output of its work.

The board's work is one step down from ownership. Who is the ownership of your organization?

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01 January 2008

Value of Volunteer Time

Welcome! Independent Sector continues to publish the value for 2006 as the most recent with the promise of the 2007 value coming in spring 2008.

The dollar value of volunteer time for 2006 is estimated at $18.77.


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