The ASU Lodestar Center 18 th Annual Nonprofit Conference On Sustainability Strategies Your Board: Just a Monthly Meeting Group? Or Your Best Source for.
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The ASU Lodestar Center18th Annual Nonprofit Conference On Sustainability
Strategies
Your Board: Just a Monthly Meeting Group?
Or Your Best Source for Great Ideas?
October 14, 2010
Clyde W. Kunz, CFREPamela Doherty, CFRE
Overview
Lodestar Center 18th Annual Conference on Sustainability Strategies
Your Current Board …Questionnaire Effects of the Recession Thinking Differently
Recruitment, Ongoing Board Development Sharing of Business Acumen Strategic Discussion
UBIT Your Current Board - Discussion Resources
Getting Started
Questionnaire
Why do we have Boards?
Lodestar Center 18th Annual Conference on Sustainability Strategies
Lodestar Center 18th Annual Conference on Sustainability Strategies
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.”
Peter Drucker
“The Great Recession”
Lodestar Center 18th Annual Conference on Sustainability Strategies
Investors scared – DJIA dropped 49% Homeowners frightened – Phoenix home
values fell 48% Unemployment high / prolonged (9.6%
or 14.9 million Americans) Private donations down 3.2% in 2009
and 2.4% in 2008
“The Great Recession”
Lodestar Center 18th Annual Conference on Sustainability Strategies
Only 35% of NPOs cut annual budgets from 2008 to 2009
NPOs in US: 1M in 2005 1.4M at the start of recession 1.57M today
Growth in demand for NPO services
“The Great Recession”
Lodestar Center 18th Annual Conference on Sustainability Strategies
The recession and your Board: Recruitment − Board meetings Composition − Board focus
Innovation?
New/different threats/opportunities?
Lodestar Center 18th Annual Conference on Sustainability Strategies
“Nothing is less productive than to make more efficient what should not be done at all.”
Peter Drucker
Thinking Differently
Lodestar Center 18th Annual Conference on Sustainability Strategies
Targeted Board recruitment
Ongoing Board development
Sharing business acumen
Promote ongoing discussion re revenue-generation
Targeted Recruitment
Lodestar Center 18th Annual Conference on Sustainability Strategies
Systematic identification and cultivation
Expanded levels of “diversification”
Board composition
Board Development
Supported by: Systematic process Clear expectations Job descriptions Continuing ed./tools
Accountability Communication Respect for time Ongoing appreciation
•Don’t forget retention
•How is this different from pre-recession?
Business Acumen
Lodestar Center 18th Annual Conference on Sustainability Strategies
Current needs demand different skills
Individuals with new revenue ideas
Recruiting
Avoiding recruiting pitfalls
Board Discussion of Ideas
Lodestar Center 18th Annual Conference on Sustainability Strategies
“Revenue idea-generating” part of job
description
Supported/encouraged by committee structure
Processes for decision-making and evaluation
Board Discussion of Ideas
Lodestar Center 18th Annual Conference on Sustainability Strategies
Strategic Discussion
Planning and preparation Clear objectives / desired outcomes Methodologies for board & committee
meetings “Culture of curiosity” Time!
The Question of UBIT
Lodestar Center 18th Annual Conference on Sustainability Strategies
Income from a trade or business
Regularly carried on
Not substantially related to the organization’s exempt purpose
Generates $1,000+ gross income: form 990-T
The Question of UBIT
Lodestar Center 18th Annual Conference on Sustainability Strategies
Not necessarily a bad thing!
Income taxable at corporate rates
If UBI becomes “substantial” compared to exempt-function activities, could jeopardize non-profit status
The Question of UBIT
Lodestar Center 18th Annual Conference on Sustainability Strategies
Exemptions: Businesses selling donated goods Businesses using primarily volunteer labor Businesses that provide a service to the
NPO’s ‘members’
Additional Information: www.nonprofitexpert.com
Questionnaire
Would you like to be able to change any answers?
What are the first steps you need to take to make those changes?
Who else needs to be brought into the discussion?
Does that discussion require information from outside the organization? Lodestar Center 18th Annual
Conference on Sustainability Strategies
Resources
Lodestar Center 18th Annual Conference on Sustainability Strategies
Web-based resources for Boards Trainings through the Non-profit
Management Institute
Board self-assessments
Focus Retreats / workshops on revenue-generation
THANK YOU!
Presentation Handouts at www.ClydeKunz.com
(520) 449-3967
Pamela@pameladoherty.com
(520) 977-4019
Kunz@cox.net
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