Thursday, February 14, 2013

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.

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

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.

Free Tour of the GrantStation Website for NYCON Members

Thursday, February 28th   10:00am to 11:00am 


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

Wednesday, February 13, 2013

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

Sunday, February 10, 2013

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.

New York Non Profit Press: The Upstate Difference


The Upstate Difference
Written by Fred Scaglione 

Everyone here at the New York Council of Nonprofits (NYCON) was extremely pleased when NYNP announced that they were expanding coverage to include the Greater Capital Region.  It is a natural progression from NYNP’s previous expansion to covering the Hudson Valley.
As fans and supporters of NYNP for many years, we have advocated for and worked to help the NYNP find ways to broaden its geographic scope and to also expand sector-wide.

Linking and bridging the information and “news” interests of downstate nonprofits with those upstate certainly has it challenges as they are often perceived as different worlds.   As a statewide association where our membership of over 3,400 nonprofits is evenly split between downstate and upstate, NYCON understands the importance of promoting and unifying the common characteristics, interests, and voice of our state’s charitable community. NYNP’s expanded geographic reach will undoubtedly be an important contribution  to narrowing the so-called “upstate-downstate divide”.

The divide is a matter of both reality and perception and is a product of deep historical, demographic, socio-economic, political, and cultural roots.  There is no question that nonprofits in the Greater Capital Region – and throughout “upstate” New York – face many of the same challenges as do their colleagues downstate whether they be seeking financial sustainability and unrestricted resources; struggling to do business with a state government that is wanting “more and better for less” while choking nonprofits with late contracts and payments and piling on unfunded regulatory and administrative mandates; and weakened private giving.

Of course the first question that emerges is where does upstate begin?   Most will say downstate is NYC and Long Island. The most liberal perspective would say that  downstate starts with Poughkeepsie because of the Metro North commuter train; then there is the question about what if any part of the  west side of the Hudson is included, such as Rockland.  A middle ground definition says that downstate is all that is south of the Tappan Zee, thereby dividing Westchester.

The real differences that exist are very much matters of scale, scope and socio-economic patterns.  A medium size nonprofit downstate for example would be considered a large nonprofit upstate.  For nonprofits, a major “felt” difference is the pocketbook issue.  The further down the Hudson Valley you go, the more expensive it is to operate and, on the other side of the coin, the greater access there is to donor wealth and organized philanthropy.

During much of the post-World War II period, mills and manufacturers dotted the landscape’s waterways and rail, providing a sound base for the economies of small cities and even far-flung towns and villages.  The broad transformation and deterioration of upstate New York’s economy over the past several decades have created a challenging  philanthropic environment.  

Philanthropy is very much a local phenomenon upstate. You can count on just a couple of fingers the number of foundations whose grant eligibility is restricted to nonprofits located anywhere in New York State or to nonprofits in any region upstate.   Given the high number and small size of cities, towns and villages, it is a complicated maze.

Historically, philanthropy in the Greater Capital Region and across upstate New York generally has been driven by several factors:

•    Locally-owned major businesses and banking – and the families who owned them – with strong, well-established and long-lasting roots in the community.  These business leaders and their families were the traditional community philanthropists and often founded the long standing charities.  The lineage of an often multi-generational, family connection to the local community remains some but is being lost with time as their businesses have declined, been sold or closed.  Banking is a good example as it seemed like every community had an independently-owned bank that was named after their town, city or county.  These banks typically played a leading role in local civic life with the Community Chest or now the United Way.  Some of these banks still exist, but by and large they have been acquired by those whose corporate headquarters and major charitable decision-making are elsewhere.

•    National or global corporations – Some communities were and still are in some ways are dominated by a particular national or global company – IBM in the Hudson Valley and GE in Schenectady, Waterford and Ft. Edward, for example.  These companies were extremely engaged in volunteerism and charitable giving and in many ways defined their local community. They saw and very much valued the connection between a strong, vibrant local community and a healthy, productive work force.  Globalization, significant downsizing,   the shift of corporate donations having a marketing value, and a greater focus on securing  property and other tax breaks from the local community, have dramatically changed the character of their relationship to the communities and the nonprofits in them.  In the recent years, some of these companies have been economically on the upswing.  It is important to note the Capital Region is branded as “Tech Valley” and has become a national and international center for Nano-Science research and micro-chip production.  The impact of all this on charitable engagement has yet to be determined but these plants seem strangely removed and remote from both the communities where they are located -- and the charities that serve them.

•    State government – In the Capital Region, the State Employees Federated Campaign (SEFA), was for many years a dominant philanthropic force, raising millions annually in a region that was dependent on the economic engine of the State.  The significant decline in the state workforce and the trend to toward designated giving has dramatically affected the scope and impact of SEFA.

•    Foundations – Unlike downstate, there are few foundations of significant size.  Community Foundations are growing in size and number and are becoming a significant leadership force in bringing together the traditional as well as the emerging philanthropists.  They are challenged however to secure unrestricted funds to support their own operations and to provide discretionary grants.

Upstate cities are declining in population as urban flight has continued for a generation.    As wealth in terms of people and businesses moves to the suburbs, people take their volunteer time and charitable contributions with them, preferring to invest in organizations within their own home school districts and communities.  It is increasingly difficult for urban-based nonprofits to attract charitable gifts especially those that are considered “major”. 

This situation stands in stark contrast to New York City, where the large numbers of poor and low-income individuals and families are balanced in part by whole communities of high-income and wealthy residents who willingly support and serve on the boards of local nonprofits.
Although much can be said about the urban-suburban demographic shifts, what is often neglected in this discussion is the truly rural areas of upstate. Rural communities have little tax base and employment opportunities, there is serious a lack of public transportation, and rural communities are extremely challenging and expensive for nonprofits to serve.  In these times where funders want more production and more efficiencies, rural services are often the first to be cut by nonprofit providers. And, quite frankly, their political influence is minimal.

Change in the upstate nonprofit landscape is afoot however.  In the Greater Capital Region, and all across upstate New York, nonprofits have begun consolidating with other similar, like-minded and complementary organizations in an effort to expand their programmatic and geographic reach while reducing administrative expenses by gaining economies of scale.  Regionalization is becoming more and more of a reality as it is increasingly clear it is no longer sustainable to have duplicative or otherwise competitive organizations in the same county or within neighboring counties.  The Governors Regional Economic Councils is having a huge impact on changing the parochial culture of upstate.  All of a sudden, that Hudson River is not the dividing force it once was. 

Nonprofits everywhere are facing difficult and challenging times.  However, the environment with which many Greater Capital Region and other upstate charities are attempting to cope is more difficult and challenging than many leaders of government and the downstate philanthropic community appreciate. The expansion of the NYNP will help promote greater understanding and respect for the challenging work being done by upstate nonprofits.

Doug Sauer is Chief Executive Officer of the New York Council of Nonprofits, Inc.
For the online article click here