Spokes | Resources for Nonprofits

Find Us On Social Media:

FacebookLinkedIn
  • About Spokes
    • About Spokes
    • Annual Report
    • Meet Our Expert Volunteer Faculty
    • Staff & Board of Directors
    • News
    • Frequently Asked Questions
      • Organizational Membership FAQs
    • Spokes’ Privacy Policy
    • Support Spokes
      • Our Generous Donors
  • Membership
    • Membership Benefits
    • Our List of Members
    • What Members Are Saying
    • Member Success Stories
  • Services
    • Consulting
    • Nonprofit Resource Library
    • Nonprofit Board Service
    • Starting a Nonprofit
    • Major Nonprofit Fundraising Events
    • SLO County Nonprofits Get it Done
    • Meeting Spaces
    • Special Resources for Uncertain Times
  • Login
  • Contact Us
  • Volunteer
  • Classes/Workshops
    • Spokes Nonprofit Symposium 2026
  • Job Board
    • Job Board

Building a Better Board of Directors

September 18, 2026 by Jordan Jerkovich

Finding people willing to serve on a nonprofit board can be difficult. Finding the right people can be even harder.

It can be tempting, particularly when there are empty seats to fill, to focus on who is available and willing to say yes. But filling a seat doesn’t necessarily strengthen a board. A new member may care deeply about the mission but lack the skills the organization currently needs. Someone else may enthusiastically agree to serve, only to become an infrequent participant once the meetings begin.

A recent Blue Avocado article, “7 Ideas to Build a Healthy Board Nominating Process,” by Rand E. Morgan, makes the case for approaching board recruitment differently: as a strategic, intentional and ongoing responsibility rather than something a board tackles shortly before it needs new members.

Here are seven ideas from the article worth considering:

1. Recruit year-round.

Don’t wait until a board vacancy appears to start thinking about candidates. Morgan recommends that board members, staff and the nominating committee continually identify prospective members and maintain a running list of people who might bring value to the organization. He also encourages nonprofits to look beyond the most obvious or established community leaders and consider emerging leaders who may bring different perspectives.

2. Make nominating an ongoing responsibility.

Similarly, the nominating committee shouldn’t spring into action once a year and then disappear. The article recommends maintaining an active committee that continually develops and evaluates the organization’s pool of potential board members. It doesn’t have to be large; Morgan suggests a small group of board and community members who know the organization well.

3. Know what your board actually needs.

Rather than starting with Who do we know?, start with What do we need?

Look at the skills and experience already represented on your board, the gaps that will emerge as members rotate off and the challenges your organization is likely to face in the future. Then consider the characteristics, expertise, perspectives and experience that would help address those needs.

Morgan suggests keeping the organization’s strategic plan at the center of this conversation: Who can help the organization accomplish the goals it has identified?

4. Look beyond your existing circle.

A promising board candidate doesn’t need to be someone a current board or staff member already knows. In fact, someone less familiar with the organization may bring valuable new ideas and perspectives.

If you identify someone whose background and strengths align with what your board needs, don’t automatically rule them out simply because no one can make a personal introduction.

5. Consider a trial run.

Not sure how someone will perform as a board member? Consider inviting them to serve on a committee first.

Committee participation provides an opportunity to see whether a prospective member comes prepared, asks thoughtful questions, contributes useful ideas, works well with others and follows through on responsibilities. It also gives the prospective member an opportunity to become more familiar with the organization before making a larger commitment.

6. Consider temperament, not just a résumé.

Expertise matters, but so does how someone works with others.

Healthy boards don’t necessarily agree on everything. Constructive disagreement and thoughtful questioning can improve decision-making and accountability. The goal is to recruit people who are willing to raise difficult questions while remaining respectful, collaborative and focused on the organization’s mission.

7. Prioritize candidates before approaching them.

Instead of informally asking several people whether they’d be interested in serving and deciding what to do afterward, the article suggests first developing and prioritizing a list of candidates based on the board’s needs.

The nominating committee can then approach its preferred candidate and move to the next person if that individual declines. Other strong candidates can remain on the list for future openings.

Don’t fill a seat just to fill a seat

Perhaps the most useful takeaway is also one of the simplest: an empty board seat isn’t necessarily a problem that needs to be solved immediately.

As Morgan points out, provided an organization has enough directors to meet its bylaws requirements, it may be better to leave a position vacant while searching for the right person than to fill it with someone who isn’t a good fit.

Board recruitment isn’t just about finding volunteers. It’s an opportunity to think strategically about where your organization is headed and who can help it get there.

Source: Rand E. Morgan, “7 Ideas to Build a Healthy Board Nominating Process,” Blue Avocado, September 15, 2026.

How Long Should an Executive Director Stay?

September 4, 2026 by Jordan Jerkovich

For longtime nonprofit leaders, the thought of stepping away can raise some uncomfortable questions: Who will care about the mission as much as I do? Who knows what I know? And who is truly equipped to take the reins?

One exercise worth considering: Look at the three biggest things you worked on this year and label each one “defending” or “building.” How much of your energy is going toward protecting what already exists, and how much is focused on preparing your organization for what comes next?

It’s a simple exercise from a recent Applied Wisdom for Nonprofits article, “How Long Should an Executive Stay in the Job?” The author explores how longtime leaders can naturally become more focused on protecting what they’ve built and raises some thought-provoking questions about leadership longevity and preparing an organization for its next chapter.

Read the article here.

Fundraisers and Tax Reporting

August 20, 2026 by Jordan Jerkovich

Fundraising events can be valuable opportunities to raise funds, engage supporters, and build community around your mission. But behind the scenes, these events can also create tax and reporting responsibilities that are important for nonprofits to understand.

We came across a recent article from Hood & Strong, which offers a helpful overview of some of the financial and tax issues organizations should keep on their radar when planning and reporting on fundraising events.

Many of these considerations are easier to address before an event takes place rather than when it’s time to prepare your Form 990. Establishing a process for collecting the right information can help your organization stay organized, communicate clearly with supporters, and make year-end reporting less complicated.

The article covers several key considerations, including:

  • Financial reporting vs. tax reporting: How fundraising event revenue and expenses may be treated differently for financial statement and tax purposes.
  • Form 990 and Schedule G: When fundraising activities may require additional reporting and more detailed tracking of event income and expenses.
  • In-kind donations: How donated services, facilities, volunteer time, and goods can receive different treatment under GAAP and IRS rules.
  • Donor deductions: Why the full cost of an event ticket may not be tax-deductible when attendees receive meals, entertainment, merchandise, or other benefits in return.
  • Donor disclosures: When nonprofits may need to provide participants with information about the fair market value of the benefits they receive.
  • Recordkeeping: The importance of tracking event revenue, expenses, donated goods, and attendee benefits so that information is readily available when it’s time to prepare tax filings.

Read the full article from Hood & Strong here.

Does Your Nonprofit Have the Right Policies in Place?

August 9, 2026 by Jordan Jerkovich

Organizational policies—and the updates they require—can easily fall to the bottom of an overworked nonprofit’s to-do list. It’s the kind of paperwork no one ever feels like tackling. But when an unexpected leadership transition, challenging personnel matter, or board conflict arises, clear and current policies are essential.

Outdated or missing policies can expose your nonprofit to unnecessary financial, legal, and reputational risks.

Check out this helpful article from NonProfitPRO to learn which policies and documentation can help safeguard your organization. It even includes a comprehensive checklist to help you identify gaps and prioritize the policies your nonprofit needs most.

Remember: Your board policies can evolve as your organization grows, and you don’t need to tackle everything at once. Start with the most important policies and build from there.

Board Conflict Happens. Are You Prepared to Handle it?

July 24, 2026 by Jordan Jerkovich

A key message we emphasized in our recent Board Officer Training was this: once the board has made a decision, the board should speak with one voice. Healthy debate and differing viewpoints are essential to good governance, but once a vote is complete, board members have a responsibility to support the board’s decision publicly—even if they voted differently.

It’s not always easy, which is why we’re sharing this recent Blue Avocado article on navigating board conflict and fostering productive disagreement. It features a compilation of some of the best insights submitted by nonprofit leaders who have navigated these challenges firsthand, offering practical perspectives for boards striving to govern more effectively.

Read the article HERE.

At Spokes, we’re committed to helping nonprofit boards and leaders build these skills before challenges arise. Through our annual Board Academy, Board Officer Training, and customized on-site board training and consulting, we equip directors and officers with the knowledge, tools, and confidence they need to fulfill their roles and practice strong, effective governance.

  • 1
  • 2
  • 3
  • …
  • 5
  • Next Page »

Receive all the latest news

Member Testimonial

I credit meeting my board goals this year to Spokes and their expert resources. As a result R.A.C.E. Matters is on a solid foundation with our structure, and we have added several outstanding new board members. As board president, I have been able to position R.A.C.E. Matters to continue to meet the everchanging needs of the community, grow the board and fulfill our mission.

Preston C. Allen
President
R.A.C.E. Matters

What Else Are Members Saying?

Learn about Spokes membership

Guiding nonprofits to achieve their goals through support and expert resources.

How Can We Make A Difference Together?

Spokes welcomes local professionals who would like to share their expertise in support of the nonprofit sector.

Get Started Contributing

Recent Articles

  • Building a Better Board of Directors
  • How Long Should an Executive Director Stay?
  • Fundraisers and Tax Reporting

Copyright © 2026 Spokes | Resources for Nonprofits. All Rights Reserved.
PO Box 5122, San Luis Obispo, CA 93403
Hosting by NDIC.
Photography by Nicole Boughton.