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5 ways to liberate your team from email overload

July 7, 2014 by Spokes For Nonprofits

This story published in the June 16, 2014 issue of Fortune magazine rings true for every nonprofit we serve.  Sending clear, concise emails can help us all stay more productive. You and your employees can waste several hours a day wading through the inbox. Here’s how to say more while mailing less.

1. Quit trying to solve problems by email
Gather everyone for a 15-minute huddle at the same time every day or week. With the right people in the room, it’ll take you seven minutes to resolve issues that might otherwise lead to an hour and a half of emailing back and forth. Plus, since you all know when you’ll see each other next, you’ll spend less time messaging one another to set up other times to talk.

2. Use hyperspecific subject lines
Be nitpicky! It’ll keep everyone from wasting time searching in-boxes for lost messages. To set up a June 15 call about your budget, use the subject line “June 15 call re: budget.” If the date switches to June 17, take three seconds to update it in the subject line. And when you get an email with a vague subject line like “Two questions,” change it to something more precise in your reply.

3. Insist on extreme brevity
Keep emails Twitter-tight, and tell your team not to send you missives that you have to scroll through, advises Joseph McCormack, author of Brief: Make a Bigger Impact by Saying Less. “Write them on a smartphone, for a smartphone,” he suggests. And don’t barrage employees with giant attachments. Instead, take a cue from Jeff Bezos: Read the material silently at the start of a meeting — then discuss it on the spot.

4. Ban emails with multiple parts
More than 43% of professionals abandon complicated emails in the first 30 seconds, according to McCormack’s research. “They either pause and say, ‘I’ll get back to it later’ — or don’t read them,” he says. Ask your team to stick to one topic per email and to send a new message for other, unrelated requests. And if you get a three-part message, respond to each one with a separate, accurately renamed email.

5. Close the conversation quickly
Long acknowledgments or thank-yous can lead to email clutter — but no one wants to be rude by leaving messages unacknowledged. To thank someone or answer a simple yes-or-no question, put your response in the subject line followed by “(EOM)” — short for “end of message.” Recipients will know they don’t need to open the email. Hint: Spell out EOM the first time. It’ll save you from getting a bunch of responses asking what “EOM” means.

Best management practices matter!

June 25, 2014 by Spokes For Nonprofits

A headline article in the May 29, 2014 issue of the Chronicle of Philanthropy confirms that donors are willing to invest more in to nonprofit organizations able to demonstrate best management and governance practices. Specifically, the study analyzes fundraising success of accredited nonprofits vs. non-accredited nonprofits.

Three university business professors compared 102 fully accredited nonprofits with the same number of unaccredited organizations. The study, released last month, found that the accredited nonprofits raised a median $286,589 in the year they applied for accreditation, and that figure rose to $323,754 during the first year they were accredited. The median donation to the uncertified organizations declined over the same period. A complete copy of the article is available here.

While applying for accreditation can be costly, it costs nothing to ensure your nonprofit organization is employing best practices and implementing processes that meet accreditation standards. Don’t know where to start? Attend one of Spokes’ monthly “Best Practices in Nonprofit Governance” classes to learn more about accreditation standards and how Spokes can help you strengthen your operations to secure more donor support!  Spokes members may also login to our members-only website to download the Standards for Excellence Organizational Assessment and editable templates for key operational policies.

Online Giving: An Opportunity & Legal Pitfall

June 9, 2014 by Spokes For Nonprofits

What do Blackbaud’s 2013 Charitable Giving Report, the 2013 Millennial Impact Report and the 2013 eNonprofits Benchmark Study have in common? More and more donors are donating online. All three reports announced double-digit increases in the percentage of online gifts received in 2013 over 2012. The Boston Marathon bombings, Midwest storms, Philippines’ typhoon disaster and #GivingTuesday are cited as key drivers in increased online giving, however, the trend also reflects a cultural shift in philanthropic values and donor engagement. Having a “Donate Now” button on your nonprofit’s website has become a requirement for any nonprofit that wishes to grow its donor support.

But, online donations present a unique legal challenge for nonprofits. Every nonprofit must register in any state where it conducts fundraising activities. So what does an organization do when faced with the prospect of online giving and soliciting gifts nationally – or worldwide? Do you register your organization in all 50 states?

In response to these questions and as an effort to minimize charitable solicitation fraud through the internet, a group of attorneys and state charity officials convened as The National Association of State Charity Officials (NASCO) and defined a set of guidelines for internet fundraising known as The Charleston Principles (visit www.afpnet.org for details).  The following is a summary of the principles to help determine when and where your organization needs to register:

  • Every nonprofit must register in the state identified in its principal place of business address. If you are hosting fundraising or educational events where donations are accepted or soliciting local volunteers and donors, your non-Internet activities alone require registration in your home (“domicile”) state.
  • Every nonprofit using an interactive website (“Donate Now!” button) should register, at minimum, in its home state with the assumption that most of the online gifts received will come from your surrounding proximity.
  • If your organization specifically targets persons physically located outside of your home state – either by email or website – it must register within that targeted state. Clarification: If your organization receives a handful of donations from donors located outside of your state, there is no need to register in the donors’ states. If, however, your organization later sends an email  appeal requesting a second donation from one of those donors located outside of your state then  your organization is targeting persons physically located outside of your home state and would be required to register with the donor’s state.
  • If your organization receives online contributions from persons located outside of your home state on a repeated, ongoing basis or of a substantial amount, it should be registered within those states where the online donors are located. Clarification:  As an example, if a donor from Nevada makes a $50,000 online donation to your California-based organization (a gift that represents 25% of your total annual funds received), such gift would be considered “substantial” by the Internal Revenue Service and require your organization to register with the state of Nevada.

Keep your nonprofit current with these 5 online giving trends.

Keep Your Nonprofit Current with Online Giving Trends

June 9, 2014 by Spokes For Nonprofits

Here are some quick tips to help your nonprofit stay current with online giving trends and maintain legal compliance:

  1. First, good news! Most local nonprofits are already registered with the California State Attorney General. And, unless you are receiving very large donations or many smaller, passive donations from donors outside of California, no further filing is required. If you start to email those smaller donors for new donations, or if the amounts of the donations increase, you will need to file in other states.
  2. Consider filing the Uniform Registration Statement which, can be found at www.multistatefiling.org. Note, the form only applies to 31 jurisdictions; please review the form carefully to determine if additional filings are needed in the states where your donors are located.
  3. New York, New Jersey, Pennsylvania and Florida have very strict filing requirements for online solicitations and the use of “Donate Now” website buttons. Because these states have large populations, if you’re conducting an extensive national online fundraising campaign, you can minimize legal risk by directly filing in each of those states. Likewise, you can also choose to have a statement on your website stating that your organization is unable to accept donations from donors located in New York, New Jersey, Pennsylvania and Florida.
  4. When in doubt of whether or not to file, simply call the state’s charity regulatory offices. The staff at regulatory agencies are usually very helpful and responsive.
  5. If you’re just not sure where to start, remember that Spokes is always here to help! Call us at 805-547-2244 or email us.

10 Tips for Better Board Leadership

February 23, 2014 by Spokes For Nonprofits

  • Understand Your Role
    Are you the champion, visionary, ambassador, auditor, consultant, or investor?
  • Ask Questions
    Play Devil’s Advocate/Devil’s Inquisitor to create transparency and clarity.
  • Remember Why
    Why does your organization exist?  Whom do you serve? Why is it important to you?
  • Be Present
    “80% of success is showing up!” ~Woody Allen.
    Make attending Board meetings a priority.
  • Partner with the CEO/Executive Director
    Mutual respect, trust, commitment and effective communication.
  • Self-Assess
    Conduct regular assessments to measure Board member satisfaction and overall Board performance.
  • Plan, Plan, Plan
    Continually scan the environment for shifts and plan to meet them.  A strategic vision is like a living organism and needs regular attention and care.
  • Focus on Deliverables
    Micro-volunteering, ad hoc committees, internal vs. external committees; define a governance structure that works for you and allows you to best deliver on your goals.
  • Mentor
    Find your replacement and make sure he/she understands his/her role.
  • Operate For Impact
    Evaluate and quantify program impact so that you can obtain partners and investors.

Want more insight on being the best Board Member you can be? Get in touch with us, we’re here to provide resources and solutions. email [email protected] or call 805-547-2244.

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