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

6 Considerations for Strengthening Your Nonprofit’s Year-End Appeal

October 30, 2026 by Jordan Jerkovich

As the year draws to a close, nonprofits everywhere are preparing their year-end appeals. With so many organizations reaching out to donors during the giving season, how can you make your message stand out and inspire generosity?

At this month’s Spokes Development Directors Roundtable, facilitator Debby Nicklas, Chief Consultant of Philanthropy at Change Collective Central Coast, thoughtfully shared several practical tips for strengthening year-end appeals. Drawing on her extensive fundraising experience, she offered some simple yet meaningful ways nonprofits can better connect with existing and potential donors.

Here are some of her ideas to consider as you prepare your year-end campaign.

1. Let Someone Else Tell Your Story

Instead of having your executive director deliver (and sign) every fundraising message, consider sharing a story from someone directly impacted by your organization’s work. A client, program participant or community member can offer a personal perspective that brings your mission to life.

Authentic stories help donors connect emotionally with your work and better understand the difference their contributions make. Be sure to obtain permission and respect the privacy and dignity of those sharing their experiences.

2. Don’t Forget Your Volunteers

Your volunteers already believe in your mission. They’re giving their time and energy because they care about the work you do. But are they included in your year-end appeal?

Don’t overlook this important group of supporters. Some volunteers may welcome the opportunity to contribute financially in addition to donating their time. Just be sure your message acknowledges and appreciates the valuable contributions they’re already making.

3. Expand Your Mailing List

Year-end appeals are also an opportunity to reach new potential supporters. Consider ways to expand your mailing list beyond your existing donor base.

Working with a mailing house, such as local company Boone Graphics, can help you explore options for reaching prospective donors who may be interested in supporting your cause. You can also look for opportunities to connect with past event attendees, community partners and others who have expressed interest in your organization.

4. Get Your Board Members Involved

Your board members can play a valuable role in strengthening donor relationships, especially during the year-end giving season.

Consider asking board members to personally call major donors to thank them for their contributions last year. These calls don’t need to include another fundraising request. A genuine expression of appreciation can go a long way toward making donors feel valued.

Board members can also add a personal touch to year-end appeals by writing brief, handwritten notes to longtime supporters or major donors. Even a simple message of thanks can help an appeal feel less like a mass mailing and more like a personal invitation to give.

5. Consider a Thanksgiving Message

Before asking donors to give again, take a moment to thank them.

A Thanksgiving card or personal message is a thoughtful way to express gratitude without making another request. Let supporters know how their generosity has helped advance your mission and why their partnership matters.

Sometimes the most meaningful donor communication is the one that doesn’t ask for anything at all.

6. Invite Donors to See Your Mission in Action

Consider scheduling a tour or site visit for donors shortly before your year-end appeal goes out.

Giving supporters an opportunity to see your programs, meet your team and better understand your impact can strengthen their connection to your organization. When your appeal arrives, they’ll have a firsthand understanding of the work their contributions help make possible.

More Year-End Fundraising Resources

For Spokes Members

Looking for more ideas? Spokes members can log in to access a recording of our recent workshop, Planning Effective Year-End Giving Campaigns, featuring Rob Grayson, Creative Director at Boone Graphics. The session offers practical guidance for planning and strengthening your year-end fundraising efforts.

Additional Reading

For more ideas and inspiration, explore these helpful resources:

  • Association of Fundraising Professionals: What to Do in October and November to Close Year-End Gifts — Practical advice on personalizing appeals, connecting with donors and making the most of the year-end giving season.
  • CauseVox: How to Write a Year-End Appeal That Moves People to Give — Tips and real-world examples to help you craft compelling appeals that inspire generosity.

7 Simple Habits to Strengthen Your Nonprofit’s Digital Security

October 20, 2026 by Jordan Jerkovich

When was the last time you stopped to think about how your everyday work habits might be putting your nonprofit at risk?

From checking email and sharing files to working remotely and managing passwords, we make dozens of decisions every day that can affect our organization’s digital security. And when we’re busy juggling responsibilities, it’s easy to let convenience take priority over caution.

Spokes recently attended Protecting Our Movements: Digital Security 101 for Activists & Community Organizations, a workshop offered by The Fund for Santa Barbara and presented by Josh Berthume of Rogue Metrics.

One of the key messages? Protecting our organizations isn’t just about having the right technology in place. It’s also about the way we work.

The good news is that a few simple changes in our everyday habits can go a long way toward reducing risk.

Here are seven takeaways worth sharing with your team.

1. Stop checking email on autopilot.

We’ve all done it. You’re on the go, on your phone, moving quickly through your inbox, opening messages and clicking links without giving them much thought. But that’s exactly when you’re more likely to fall for a phishing attempt.

Slow down, especially when an email contains an unexpected link, attachment or request. Take a moment to consider who sent it and whether it’s something you were expecting.

2. Don’t reuse passwords across platforms.

Using the same password for multiple accounts may be convenient, but it also means that if one account is compromised, others could be vulnerable.

Consider adopting an organizational password manager, such as 1Password, to generate and securely store unique passwords for your various accounts. This makes it easier to maintain strong passwords without having to remember them all.

3. Think twice before connecting to public Wi-Fi.

Working from a coffee shop, airport or hotel? Be cautious about connecting to public Wi-Fi networks.

Cybercriminals can create fraudulent networks that mimic legitimate ones, potentially allowing them to intercept information or direct users to malicious websites.

A safer option is to use your phone’s password-protected hotspot. If you need to use public Wi-Fi, consider using a trusted virtual private network (VPN) to encrypt your connection.

4. Require two-factor authentication within your organization wherever possible.

Two-factor authentication (2FA) adds another layer of protection by requiring a second form of verification when someone logs in.

Even if a password is compromised, 2FA makes it much harder for someone to gain access to an account.

Berthume’s advice was straightforward: If your organization has the ability to require two-factor authentication, do it.

5. Regularly review who has access to your organization’s files.

Think about everyone who has access to your organization’s Google Drive or other shared platforms. Do they all still need it?

It’s common for employees, volunteers, board members and outside partners to receive access to files for a particular project and retain that access long after their involvement ends.

Make it a regular practice to review sharing permissions, remove unnecessary access and ensure sensitive information is available only to those who need it.

6. Use organization-specific email accounts to manage access.

Rather than granting access to organizational files through someone’s personal email address, consider creating organization-managed accounts for staff, volunteers and others who need access.

This gives your nonprofit greater control over permissions and makes it easier to revoke access when someone’s role changes or their involvement ends.

It’s a particularly useful practice for nonprofits that rely heavily on volunteers or experience regular board turnover.

7. Not expecting that attachment or invoice? Verify it first.

Phishing attempts aren’t always obvious. A fraudulent email can appear to come from someone you know, including a colleague, vendor or community partner.

If you receive an unexpected invoice, attachment or request for information, don’t assume it’s legitimate simply because you recognize the sender.

Instead, confirm the request through another trusted communication channel, such as Slack, a phone call or a separate message to the person.

That extra step could prevent a costly mistake.

Digital security is everyone’s responsibility.

Protecting an organization doesn’t necessarily require sophisticated technology or a dedicated IT department. It starts with being intentional about the way people work.

For nonprofit leaders, that means taking time to establish good habits, review existing practices and make sure staff, board members and volunteers understand their roles in keeping organizational information secure.

A good place to start? Share these seven takeaways at your next staff meeting and identify one or two changes your organization can make right away.

Small steps today can help prevent much bigger problems tomorrow.

Want to learn more?

Watch the full presentation, Protecting Our Movements: Digital Security 101 for Activists & Community Organizations, featuring Josh Berthume of Rogue Metrics, or review Josh’s presentation slides, Digital Risk Awareness & Mitigation.

Special thanks to The Fund for Santa Barbara for offering this valuable learning opportunity and to Josh for sharing his expertise.

Are Your Board Meetings Making the Best Use of Everyone’s Time?

October 1, 2026 by Jordan Jerkovich

At a recent Spokes workshop, The 5-Star Board Chair, presenter Alisa Chatinsky, CEO of NPO Success Inc., shared strategies for helping board chairs lead more effective, strategic meetings. Judging by the conversation in the room and feedback afterward, a couple of ideas really hit home with our nonprofit leaders.

Spend less time reporting and more time governing

One of the biggest takeaways? A board meeting shouldn’t be dominated by reports.

It’s easy for a meeting to become a series of updates: the Executive Director reports, committees report, financials are reviewed, and suddenly most of the meeting is gone.

Instead, consider what information board members truly need to hear during the meeting versus what they can review beforehand.

One strategy Alisa discussed is using a simple board dashboard to give members an at-a-glance look at the organization’s most important information and indicators. Rather than walking through lengthy reports, a dashboard can quickly orient the board to what is on track, what has changed and what may require attention.

That leaves valuable meeting time for what is difficult to accomplish over email or in a report: discussion, questions, problem-solving and strategic decision-making.

Give every meeting a purpose

Another idea that resonated with participants was creating an annual board meeting calendar.

Rather than building each agenda from scratch, map important governance and strategic topics across the year. One meeting might include a deeper look at finances, another board recruitment and succession, another programs and impact, and another progress on the strategic plan.

A calendar doesn’t mean those are the only topics the board can discuss that month. Instead, it helps ensure important conversations don’t continually get pushed aside by whatever feels most urgent.

It also helps board members see the bigger picture: What is our board responsible for accomplishing this year, and when will we make time to do it?

View a sample annual board meeting calendar.

A few more ways to make board meetings count

The National Council of Nonprofits offers additional recommendations for making meetings more strategic, outcome-oriented and productive. Among them:

  • Send the agenda in advance so members arrive prepared for the conversations and decisions ahead.
  • Assign timeframes to agenda items to keep the meeting moving and demonstrate respect for everyone’s time.
  • Consider a consent agenda for routine, noncontroversial items requiring board approval, preserving more meeting time for substantive discussion.
  • Park off-topic discussions for another time rather than allowing tangents to derail the agenda.
  • Periodically ask how meetings are working. A quick board self-assessment or post-meeting survey can identify what’s working and what needs to change.
  • Document decisions. Minutes provide an important legal record as well as institutional memory for the organization.

Explore the National Council of Nonprofits’ Effective Board Meetings for Good Governance for additional tips and resources.

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.

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

Receive all the latest news

Member Testimonial

“The Spokes ‘Best Practices in Nonprofit Management’ workshop has helped open my eyes to everything that needs to get done – it has helped our organization get to the next level. Being a well-rounded organization seemed possible after attending that workshop.”

Rhys Janson
Executive Director
Son Care Foundation
San Luis Obispo, California

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

  • 6 Considerations for Strengthening Your Nonprofit’s Year-End Appeal
  • 7 Simple Habits to Strengthen Your Nonprofit’s Digital Security
  • What Should I Pay for D&O Liability Insurance?

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