NYCON webinars this week, more to come!

[Tomorrow!] NYCON Member Benefit Spotlight: Budget & Cash Flow Toolkits Every fiscal staff members best friend... Learn More on February 27th at 10:00am Just in time for budget and cash flow planning, NYCON has developed a new benefit for our member that will truly be the "best friend" of every fiscal person who uses it!  Designed with the needs and resources of the smaller to medium sized nonprofit in mind, NYCON's Chief Fiscal Officer and staff have designed a "fool proof" tool for developing a streamlined, compliant and easy to understand budget.   The features of the Budget Toolkit include: Built in instructions on "Getting Started" and"How to Develop Your Budget" Built in formulas and linked spreadsheets Definitions & Glossary on types of budgets, frequently used budgeting terms & more Helpful notes that 'pop up' as you create your budget spreadsheet  Quick and easy allocations (for shared costs like space and supplies, etc.) Templates that your organization can utilize to customize for your own organization's budget and salary and fringe expenditures. And more! Experience the Budget Toolkit for yourself. Learn More on February 27th at 10:00am  On this webinar we also featured the new "Cash Flow Toolkit" which, just like the Budget Toolkit, will be a great addition to any nonprofit fiscal office.

[Thursday!] Free Tour of  Grantstation.comFebruary 28th   10:00am to 11:00am  Register Today Join Ellen Mowrer, GrantStation's Business Development Advisor, for a free webinar that offers a short tour of the GrantStation website. This tour will provide tips on the most effective way to use all of the valuable resources the website offers; including the extensive funder databases that can help you identify the right grantmaker for any program or project. During this webinar we will also introduce GrantStation's new interactive Grants2020 visioning tool! There will be plenty of time for questions. This webinar will be held Thursday, February 28, 2013. Did You Know? As a NEW Membership Benefit of NYCON, ourprogram now also allows a discount on Grantstation Membership - which gets you full access to GS.com - for only $75! Click here for more information.

New Year, Great Time to Explore New Employee Benefits that You Can Afford!   We know that the Employe Benefits "Market" can be complicated.  Our job is to help make that world more simple, and affordable for nonprofits. To help you understand each type of benefit, it's coverage features and it's costs we are rolling out a series of short 30-minute webinar spotlights on our administered programs: Health Insurance, Dental Insurance, Flexible Spending Accounts and our Vision Program - which is new for 2013! To see the online article click here.

National Webinar Free for Your Members

Sample Promotional Language

Like yours, many nonprofit organizations often find themselves wondering...

• Do we need to have an independent audit? (And what does that entail anyway?)
• Are there special rules for us because we receive government grants?
• How can we prepare so that the process goes smoothly?
• What’s the board’s role?

To answer these questions and more, NYCON is excited to bring you Nonprofit Audits in a Nutshell, a free webinar on March 28th at [3:30pm Eastern] , hosted by our national network, the National Council of Nonprofits. This webinar features practical tips from nonprofits about their audit practices, as well as experts from BoardSource andRaffa and is designed to give you background on everything you need to know about the independent audit process (from legal requirements to practical advice).

Thanks to the support of First Nonprofit Foundation, this exclusive webinar is available, free of charge, to all members of NYCON. Don't miss this opportunity - Register Today!

Did You Know: Dental PPO Balanced Billing?

Dental Benefits: What is Balanced Billing? 

 

 

This year, once a month, Council Services Plus will be bringing you tid-bits of helpful and interesting facts and information about insurance. 

  

Last month we discussed Dental Benefit Maximums; so keeping with that theme, this month we

we'll focus on another term that often is associated with dental benefits: PPO Balanced Billing.

Many times employees choose a dentist that may not participate in the "network" of dentists approved by the plan offered by the employer. Many dental plans offer out-of-network benefits and still pay claims submitted by dentists that do not participate with that plan. If your plan has out-of-network coverage (usually associated with Point of Service (POS) or Preferred Provider organization (PPO) plans) you need to be aware of the fees charged by that dentist, and what your plan deems as reasonable and customary (R&C) charges that they will pay for.

When you use a participating (or preferred) provider, that dentist has agreed to accept the company's R&C fees as the basis for their billing. For example, if a filling R&C fee is $100, then the participating dentist must charge that for a filling. If your coinsurance is 80%, then you pay $20 (20% of $100) and the company pays $80.

 

Let's now assume you go to a non-participating provider and they charge $150 for the same filling. The insurance plan will still base the amount they pay at 80% of R&C ($100) and you must pay the "balance" of the bill due to the non-participating dentist. Under this situation, your cost is $70 ($150-$80). You can see why you may "prefer" to see a "preferred" provider in a PPO plan to help keep your costs down. 

Register Now for Spring NYCON Webinars, Spots Filling Up!

Register for NYCON's Spring Webinars! Get to Know NYCON & Your Membership Benefits... February 22nd, 2013  10:00am - 10:45am Register Online Today In this session NYCON staff will tell you all you need to know about your membership benefits - and answer all the questions you have regarding our process, costs and what you get for FREE. No matter if you are a new member, a renewing member who would like more information or a non-member interested in joining, this session will be enlightening and helpful. We will be covering the following benefits:   Nonprofit Training, Education and Professional AssistanceNYCON empowers our members with the best practices, policies, and procedures as well as information on ever-changing regulations, funding, accountability and more Cost Savings Solutions for Nonprofits NYCON leverages the purchasing power of thousands of nonprofits to bring you economies of scale on everything fromOffice Supplies to Fundraising Software.   The Nonprofit Voice in New York State NYCON represents our members on the local, state and national level, giving voice to small and medium sized nonprofits everywhere

NYCON Member Benefit Spotlight: Budget & Cash Flow Toolkits! Every fiscal staff members best friend... Learn More on February 27th at 10:00am Just in time for budget and cash flow planning, NYCON has developed a new benefit for our member that will truly be the "best friend" of every fiscal person who uses it!  Designed with the needs and resources of the smaller to medium sized nonprofit in mind, NYCON's Chief Fiscal Officer and staff have designed a "fool proof" tool for developing a streamlined, compliant and easy to understand budget.   The features of the Budget Toolkit include:   Built in instructions on "Getting Started" and"How to Develop Your Budget" Built in formulas and linked spreadsheets Definitions & Glossary on types of budgets, frequently used budgeting terms & more Helpful notes that 'pop up' as you create your budget spreadsheet  Quick and easy allocations (for shared costs like space and supplies, etc.) Templates that your organization can utilize to customize for your own organization's budget and salary and fringe expenditures. And more! You have to see all the features to believe it!   Experience the Budget Toolkit for yourself. Learn More on February 27th at 10:00am  On this webinar we also featured the new "Cash Flow Toolkit" which, just like the Budget Toolkit, will be a great addition to any nonprofit fiscal office.

Free Tour of the GrantStation.com Website  Thursday, February 28th   10:00am to 11:00am  Register Today Join Ellen Mowrer, GrantStation's Business Development Advisor, for a free webinar that offers a short tour of the GrantStation website. This tour will provide tips on the most effective way to use all of the valuable resources the website offers; including the extensive funder databases that can help you identify the right grantmaker for any program or project. During this webinar we will also introduce GrantStation's new interactiveGrants2020 visioning tool! There will be plenty of time for questions.This webinar will be held Thursday, February 28, 2013.Did You Know? As a NEW Membership Benefit of NYCON, ourprogram now also allows a discount on Grantstation Membership - which gets you full access to GS.com - for only $75! Click here for more information.

N.Y. cities seek revenue sources other than property taxes

ALBANY — If Syracuse raises property taxes 1 percent, the city would get about $300,000 in revenue. Its pension bill is rising by $15 million next year.

If the city of Rochester raised property taxes to its constitutional limit, it would bring in $32 million in additional revenue. That would only be enough to cover the city’s budget deficit for next year.

While much of the focus of upstate cities’ financial problems have been on rising costs for pensions and health care, they are dealing with just as many problems on the revenue side of their ledgers.

“There has been a fundamental change in these places,” Rochester Mayor Thomas Richards said. “That fundamental change means that we just can no longer generate enough revenue to pay our expenses.”

Property taxes and state aid are cities’ main revenue sources. But a dwindling manufacturing sector, a glut of vacant properties and growing poverty have made property taxes a less reliable foundation for their budgets.

“Either with abandoned properties or tax-exempt properties, you can get just so much out of the folks who are still able to pay taxes,” Comptroller Thomas DiNapoli said.

Yonkers, which has property values four times higher than the average of other upstate New York cities, has also struggled with revenue. Property values declined 24 percent from 2008 to 2011 in Yonkers, a report Tuesday from DiNapoli found.

Yonkers Mayor Mike Spano said last month that the city’s sales-tax revenue has increased in recent years, and there is some positive economic development. But it hasn’t made up for growing costs. He wants a state task force to look at cities’ problems.

“We still need to address the core issues that are facing cities,” he said after a budget hearing in Albany. “They will not be able to tax their way, cut their way nor borrow their way out of their issues. There needs to be a new matrix put in place.”

Last month, Moody’s Investors Services downgraded Binghamton’s credit rating and said it could take further steps against the city, citing its fiscal woes and diminishing tax base.

Show A Little Love to Your Corporate Documents

This Valentine's Day it's Time to Give Your Corporate Documents the Love and Affection they Deserve! It's the beginning of a new year and a very good time to show a little love...to your nonprofit's Corporate Documents!  Bylaws, Personnel Policies and other Corporate Documents need regular attention to ensure they are appropriate, consistent with the Nonprofit Incorporate Law in New York State and provide sufficient protection for your organization and employees. With packages for NYCON Members we can help ensure your peace of mind at a price your nonprofit can afford.

Bylaws & Personnel Policy Review [Get Started]  Whether you are a newly created organization or a long standing one, risk management is the keystone for good governance of your organization.  Two important tools for protection of your organization from mission killing liability and litigation is the creation and annual review of corporate bylaws and personnel policies.  Our attorneys and legal staff will dissect your corporate documents and review same for legal pitfalls, returning same to you with revision comments and "best practice" advice within 30 days. A Bylaw Review is $500. A Personnel Policy Review is $700. Package price for both is only $1,000.  Want to Learn More? Click here and let us know and we´ll have one of our legal staff get back to you to start the process!

Corporate Document Review [Get Started]  Another important element of risk management is the maintenance of the proper form of corporate existence.  Our attorneys and legal staff will analyze your Certificate of Incorporation, and any Amendments for consistency between them and your internal corporate documents and Bylaws, returning the same to you with revision comments and "best practice" advice within 15 days.A Corporate Document Review is $300.  Want to Learn More? Click here and let us know and we´ll have one of our legal staff get back to you to start the process! To see the article online Click Here

Affiliation Solutions Provided by NYCON

Affiliation Solutions Provided by NYCON

We Educate Guide and Support
NYCON knows nonprofits and we know the anxieties, risks and
opportunities that come with the consideration of affiliating
with another organization.  NYCON educates by providing training sessions on affiliation in communities across the state for
nonprofits and funders, and providing our members with informational resources and tools through our website or upon request.  NYCON professionals are available to advice and consult
our members throughout the process, from the very earliest
stage of thought and inquiry, to actively engaging a partner.
We have successfully completed over 100 affiliations in the past
10 years, our staff have experienced the nuances of affiliation as
well as the social, political, and regulatory hurdles occasionally
placed before it and have provided time-and-time again a comprehensive, tailored solution to achieve success.
Our Service Package
NYCON offers a unique, comprehensive and coordinated package of professional services delivered in a proven multi-phased
approach to affiliation that is designed to support decisionmaking, due diligence, and successful implementation and affiliation success in the future.
Expert Services Provided Include
•  Assistance in exploring partners & options
•  Facilitation, documentation and logistical management of
the negotiating process
•  Financial analysis & budgeting
•  Direct accounting, board and program  assistance if there
are “fix-it” items important to the process and it’s success

Please contact Doug Sauer, CEO
Ph: (800) 515--5012 ext. 103  --5012 ext. 103  
Email: dsauer@nycon.org
•  Program assessment & planning
•  Human resource planning & patterning, including comparative personnel policies & compensation/benefits
analysis
•  Cost savings analysis for the short and long-term
•  Strategic advice regarding messaging, communications
and funder engagement also for the short and long-term
•  Legal support services:
⇒ Corporate document review & amendments, as necessary for success (Certificates of Incorporation, Charters, Bylaws, etc.)
⇒ Analysis & advice as to legal options
⇒ Preparation of board and/or membership resolutions
⇒ Analysis of contracts, state and national affiliation
arrangements, and regulatory or licensing requirements that may impact on affiliating
⇒ Facilitation with regulatory agencies and their Counsel’s office
⇒ Legal representation (via the Endorsed Corporate law
firm of Watson & West, PLLC) including issuance of
legal opinions, preparation of dissolution & merger
documents, purchases and sales, etc.
Sometimes it is necessary or determined to be best that an
organization dissolve or simply go out of business.  Sometimes a formal merger is what is best.  Our staff are conversant in all of the forms of affiliation and look forward to providing you with assistance.

Click Here to see the flyer.

Ideal Ware:Best February 2013

Best of the Web: February 2013

The Idealware “Best of the Web” is a monthly roundup of the top nonprofit resources from the Idealware blog, our Facebook page, and our Twitter feed to help you make the right technology decisions.

Infographic: Social Media’s Impact on Giving in 2012 (Nonprofit Quarterly) 

A look at how social media has affected online giving.

How-to: Quickly Optimize Your Website for Mobile Devices (NTEN)

How do you get the most bang for your buck when investing in the mobile web?

On Demand Tactical Technology Planning (Idealware)

All your tactical technology planning needs in one on-demand package to solve your organization's current problems and avoid future issues.

Secrets to Finding Out What You Need - Good Questions to Ask During a Technology Assessment (The Data Bank)

When you start by asking the right questions, your organization will be in the best place to plan for the future.

Getting Started With Data-Driven Decision Making: A Workbook (Idealware/NTEN)

Could you use more help thinking through how to use data to help your organization make decisions? This workbook Idealware prepared for NTEN is the perfect place to start.

I Could Be Your Next Monthly Donor. So Call Me, Maybe? (NTEN)

Tips on how to recruit, retain, and upgrade monthly donors.

5 Smartphone Apps for Nonprofits (About.com)

Use these apps to keep up with the rapid growth of mobile.

The eMail Guide Email Marketing Glossary (The eMail Guide)

The 325 email marketing terms everyone needs to know.

Power through schedules with 21 Google Calendar tricks (PC World)

Save time and increase your organization's productivity by becoming a Google Calendar whiz.

A Guide to Synagogue Management: Research and Recommendations (Idealware)
We looked at a variety of donor and constituent management systems to create an overview for a complex and niche market

New Benefits & New Webinars for Members

NYCON Member Benefit Spotlight: Budget & Cash Flow Toolkits! Every fiscal staff persons' best friend... Learn More on February 27th at 10:00am Just in time for budget and cash flow planning, NYCON has developed a new benefit for our member that will truly be the "best friend" of every fiscal person who uses it!  Designed with the needs and resources of the smaller to medium sized nonprofit in mind, NYCON's Chief Fiscal Officer and staff have designed a "fool proof" tool for developing a streamlined, compliant and easy to understand budget.   The features of the Budget Toolkit include:   Built in instructions on "Getting Started" and"How to Develop Your Budget" Built in formulas and linked spreadsheets Definitions & Glossary on types of budgets, frequently used budgeting terms & more Helpful notes that 'pop up' as you create your budget spreadsheet  Quick and easy allocations (for shared costs like space and supplies, etc.) Templates that your organization can utilize to customize for your own organization's budget and salary and fringe expenditures. And more! You have to see all the features to believe it!   Experience the Budget Toolkit for yourself. Learn More on February 27th at 10:00am  On this webinar we also featured the new "Cash Flow Toolkit" which, just like the Budget Toolkit, will be a great addition to any nonprofit fiscal office.

Pros and Cons of  Restructuring a Nonprofit: What it Means for your Staff and Board February 13th, 2013   10:00am to 12:00pm Doug Sauer, CEO, NYCON Last Chance to Register This thought provoking, insightful event will provide you with knowledge gleaned from decades of Doug's work with hundreds of nonprofits in various stages of formal restructuring, shared service models and, certainly, merger. Doug, perhaps more than anyone on the national nonprofit "scene," knows first-hand that merger (or any type of structural "re-engineering" of your organization) is a serious solution to the very complex issues facing today's nonprofits. Join us and learn from Doug's real world and very practical experiences. Doug will be talking about the variety of options available for restructuring a nonprofit, what the potential benefits and very real risks are -- as well as what the process of going "beyond collaboration" is really like.There will be time for Q&A at the end of the online session so make sure you take advantage of having our resident expert available to you. Last Chance to Register

Free Tour of the GrantStation Website for NYCON Members Thursday, February 28th   10:00am to 11:00am  Register Today Join Ellen Mowrer, GrantStation's Business Development Advisor, for a free webinar that offers a short tour of the GrantStation website. This tour will provide tips on the most effective way to use all of the valuable resources the website offers; including the extensive funder databases that can help you identify the right grantmaker for any program or project. During this webinar we will also introduce GrantStation's new interactive Grants2020 visioning tool! There will be plenty of time for questions. This webinar will be held Thursday, February 28, 2013.Did You Know? As a NEW Membership Benefit of NYCON, ourprogram now also allows a discount on Grantstation Membership - which gets you full access to GS.com - for only $75! Click here for more information.

Biggest Mistakes Boards Make, Founding Fathers Write a Grant Proposal and more

Practical, Provocative and Fun Food-For-Thought for Non-Profits

The Trouble with "Passion for the Mission" . . . editor notes issue #84

"Passion for the mission is a must" . . . so say many job announcements and board member requirement lists. Wait a minute. Let's examine this sacred cow cliche a little more. Read More>

Surprisingly Uncomplicated Path for Developing Leaders

Kirk Kramer of The Bridgespan Groupsuggests some new approaches to leadership development in his recent papers. For Blue Avocado readers, he cuts right to the chase: Read More>

In the Swirling Dust of Change, Life Still Goes On for an ED

It just makes sense that the founder of the Center for Digital Storytelling would tell his own story in a remarkably compelling way. Here's Joe Lambert with a thoughtful First Person Nonprofit account of how organizational problems can bring out the creativity and best in people and how, through it all, life goes on, though it's your choice how to embrace its everchanging moods: Read More>

The Founding Fathers Write a Grant Proposal

"Just look at this second sentence!" groaned Samuel Adams. "'We hold these truths to be self-evident  .  .' This flies in the face of 'evidence-based practice'! We'llnever get funded!" Read More>

Ten Biggest Mistakes Boards and Executives Make

"To err is human," and as we all ruefully know, nonprofit board members and executive directors are typically human. Here are some of the biggest mistakes we make: Read More>

Take a 3-Minute Vacation to an Oscar-Nominated Film Starring Avocados

Has anyone else seen an avocado in an Oscar nominated film this year? Read More>

To see it online Click Here

Help Your Employees Cover the Cost of Healthcare

CS Plus Now Offers Access to Affordable, Comprehensive Voluntary Benefits for Your Employees In a stressful time, specified disease insurance can help protect your employees and let them concentrate on what matters most. The American Cancer Society reports that cancer costs Americans nearly $230 billion annually, and much of that is considered indirect or hidden costs not covered by major medical plans (Loss of wages, deductibles/coinsurance, travel expenses, lodging/meals, child care, etc).  CS Plus now offers your employees access to Specified Disease Insurance for Cancer from Colonial Voluntary Benefits (underwritten by The Paul Revere Life Insurance Company). This type of policy pays specific benefits for cancer diagnosis and treatment.

Specified Disease Insurance for Cancer Plan Benefit Includes: Wellness benefit - Payable for one of the specified cancer screening tests performed. Bone marrow donor benefit - Payable if you donate your bone marrow to another person who has been identified as a match to your bone marrow type. Inpatient benefits - Payable for hospital-related services such as hospital confinement, ambulance, air ambulance and full-time nursing services. Treatment benefits - Payable for cancer treatments such as radiation and chemotherapy, anti-nausea medication and medical imaging. Surgical procedures benefits - Payable for surgery performed to treat cancer, including reconstructive surgery and anesthesia. Transportation and lodging benefits - Payable if you must travel to receive cancer treatment. Extended care benefits - Payable for extended care services such as home health care, hospice and skilled nursing care Rates starting as low as $13.75 per month, per employee. For More Information Please Contact: Licensed Account Representatives Kristie Hood at  (877) 501-4277 x129, khood@councilservicesplus.com; or Eric Laughlin at x128, elaughlin@councilservicesplus.com

IdealWare: Getting Started With Data-Driven Decision Making

Getting Started With Data-Driven Decision Making: A Workbook


NTEN has published a new resource: Getting Started With Data-Driven Decision Making: A Workbook. Idealware was happy to provide the research and framework for this new workbook, the perfect accompaniment to the 2012 State of Nonprofit Data also published by NTEN with research conducted by Idealware.

The report showed that, although some organizations are relying heavily on data, a number were doing very little to actually measure their work or use that data to inform other decisions. Could your organization use more help thinking through how to use data to help your organization make decisions? This workbook prepared by Idealware is the perfect place to start.

What do you want to measure? Why do you want to measure it? What are your metrics? How do you communicate the results throughout your organization? How do you use data to plan?

This workbook will help you answer those questions and make your data work for you, and it's absolutely free.

Download the workbook from our website. >>>

Employer Notice of Health Insurance Exchange to Employees – Delayed

Employer Notice of Health Insurance Exchange to Employees – Delayed

The Departments of Labor, Health and Human Services, and U.S. Treasury issued new guidance on January 24, 2013 delaying the requirement that employers notify all employees about the existence of the new health insurance exchanges.

Originally scheduled to take effect by March 1 of this year, the notice requirement has been put on hold until late summer or early fall of 2013. A new effective date has not yet been determined. Once a new effective date is announced, it is expected that employers will be required to distribute the notice to all existing employees, as well as to new employees upon hire.

The Department of Labor may issue model language for employers to use in satisfying the notice requirement.

It is expected that the notice must include:

       A description of what Exchanges are, what they provide, and where employees can go to find more information about them;

       Information regarding available tax credits if the employer doesn’t provide minimum essential coverage and the employee purchases health insurance on the Exchange; and

       A statement that employees who purchase coverage on the Exchange may lose any employer contributions and that these contributions may be excludable from employees’ income when they file their Federal income tax

We will keep you informed when new guidance becomes available.

Please visit our Health Reform page often for the latest information and updates

Nonprofit Knowledge Matters | Fundraising Flu

Diagnosis: Serious Illness.

Rx: Manage Expectations and Change the Culture

A new report on fundraising has uncovered a serious issue regarding the health of charitable nonprofits. Like the flu, it’s contagious, spread by mismatched expectations. But, unlike the flu, no immunization shot is available. Instead, staff leaders and board members who are anxious to avoid this debilitating condition can take some basic precautionary measures to recognize the symptoms and commit to re-thinking the organization’s culture.

 

Like influenza, the diagnosis and consequences can be quite serious: Let’s call it, “the Fundraising Flu.” When it hits, nonprofits are so weakened and fatigued that they lack the basic elements necessary to successfully raise money. We’ve all seen it happen. It starts with the germ of mismatched expectations, which leads to disappointment and frustration that weaken relationships and prevent a positive culture surrounding fundraising at the nonprofit.

 

Symptoms of the Fundraising Flu include:

• Board members who expect executive directors to raise all the money.
• Executive directors often don’t have a background in fundraising and view it as geting in their way of doing the “real work” of the organization, and therefore expect their boards and development directors to raise all the money.
• Development directors who feel unsupported by executive directors and boards who are not engaged with fundraising activities.

Fortunately, we can now view the recent insightful report by CompassPoint, Underdeveloped: A National Study of Challenges Facing Nonprofit Fundraising, as a physician's desk reference on the health of nonprofits. The report's prognosis is that charitable nonprofits large and small can suffer from this affliction. While examining the reasons why there is such high turnover and so many vacancies in the development director position throughout the charitable nonprofit community, the report recognizes that it’s more than just the germ of mismatched expectations that leads to Fundraising Flu. It’s also the absence of technology or strategic thinking. Indeed, almost a third of smaller nonprofits who responded to the survey – those with budgets of less than $1 million – reported that they did not have sufficient tools in place, such as either a database to track donor information – or a fundraising plan. In their weakened conditions, without technology or key staff, fundraising, delivery of mission, and eventually sustainability, all suffer.

 

How can we all keep the Fundraising Flu at bay?

The Rx: Recalibrate expectations and change the culture. The report explores the causes of high vacancies that exist for the position of development director: survey data show that a significant number of development directors are being asked to leave because they are not raising enough money or are judged as not well suited for the job. These findings point to mismatched expectations that we see over and over again. Do these scenarios sound familiar to you? Executive directors wish that board members would be more active in raising money; the board expects the executive director to pull millions out of a hat. Meanwhile, the development director is pulling out his/her hair trying to get the executive director to pick up the phone to call a donor, while the board is skeptical whether the development director’s high salary is a worthwhile investment. Obviously there is a disastrous mismatch of expectations going on (everyone thinking that it is everyone else’s fault that the nonprofit is not bringing in more contributions). It’s unfair to expect a development director to succeed at fundraising without the support of the board or executive director (21% of the development directors surveyed characterized their relationship with the executive director as “weak or nonexistent,” and three out of four executive directors characterized their board’s engagement as “insufficient”). It’s also unfair to hire someone who is not experienced or skilled at fundraising and expect money to flow in the door (one in four executive directors reported that their development directors were “novices” in various basic fundraising activities). Executive directors who don’t like to pick up the phone to speak with a donor should not expect their board members or development directors to pick up their slack. And board members who think the reason why the development director was hired is to pick up their slack should step off the board! What jumps out from the report is that development directors are not sticking around when they don’t have the resources to succeed, and those resources includeengaged leadership. The report points out that fundamentally, in order to avoid Fundraising Flu, charitable nonprofits need inspired and engaged leadership around financial sustainability.

 

The report’s experienced authors note that we need a “’fundamental shift in thinking and action across the nonprofit sector” in order to embrace a culture that supports fundraising and is more donor centered. We think that what’s also needed is a dose of better managed expectations. With fundraising, the devil is in the details: not the details of a grant proposal, but the details that keep a nonprofit on track with follow-up, thank you notes, deadlines, and putting all those business cards that are stacked up on your desk into a database. These administrative details are not necessarily most efficiently accomplished by a high level development director. Before hiring a development director, consider whether a development assistant is more appropriate. As played out in this Blue Avocado article, the lack of a development director may not be fatal if what really is needed is a detail-oriented staff member who can keep the fundraising activities on track. But success will only be achieved when there is an overall strategy in place that supports fund development, championed by an executive director and board both willing to provide leadership for the organization’s fund development activities.

 

At its essence the report’s cry for charitable nonprofits to embrace a “culture of philanthropy” (we prefer “culture of sustainability”) is the recognition that charitable nonprofits can’t be successful in fundraising –even if they are fortunate enough to hire a dynamite development director – unless there is fundraising leadership in place (a triad of engagement between the executive director/development director/board of directors) as well as a supportive culture for fundraising. To read more about how to combat the Fundraising Flu, we refer you to CompassPoint's full report, especially the Call to Action that identifies 10 steps for charitable nonprofits to take to immunize themselves from what the authors characterize as the “passive, apologetic, and siloed” nature of fundraising today.

And, for training and peer learning about leadership and fund development, don’t forget to check the calendar of events of your state association of nonprofits. Engagement in fund development is too important not to make it one of the highest priorities for the leadership of your organization.