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.

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.

What CRM Are Local Nonprofits Using?

May 29, 2026 by Jordan Jerkovich

Choosing a donor database or constituent relationship management (CRM) system can feel overwhelming. With dozens of options available, nonprofits often rely on peer recommendations and real-world experiences to help guide their decisions.

To learn more about what local organizations are using, Spokes recently surveyed nonprofit professionals throughout SLO County. Respondents represented organizations of varying sizes and missions. While the sample size was small, the responses offer a useful snapshot of the systems organizations are using, what they value most, and what they wish they had known before making a decision.


CRM Platforms in Use

CRM Platforms Reported by Respondents

  • DonorPerfect (4)
  • Bloomerang (3)
  • Salesforce (3)
  • Neon CRM (2)
  • Blackbaud (2)
  • Network for Good (2)
  • Little Green Light (1)
  • Wild Apricot (1)
  • Givebutter (1)
  • Other Systems (4)

Some organizations reported using more than one platform, so totals exceed the number of survey respondents.

Survey respondents reported using a wide variety of platforms, with no single CRM dominating the field. Several organizations indicated they use multiple systems to support fundraising, membership management, events, and donor engagement.

The diversity of responses highlights an important reality: the best CRM depends on your organization’s size, fundraising model, staffing capacity, reporting needs, and budget.


Are Organizations Happy with Their CRM?

  • 😊 Satisfied or Very Satisfied: 62%
  • 😐 Neutral: 31%
  • ☹️ Dissatisfied: 8%

While no system was universally praised, most organizations indicated that their CRM meets their core needs for donor management, fundraising, and constituent tracking.


What Nonprofits Value Most

Donor Management

Online Giving Integration

Membership & Event Management

Ease of Use

Reporting & Data Access

When asked what they appreciate most about their CRM, respondents frequently cited the ability to manage donor relationships, process online gifts, track memberships and events, access fundraising data, and streamline day-to-day operations.


Common Challenges

Cost

Reporting Limitations

Learning Curve

Integrations

Even satisfied users noted challenges. Affordability, reporting functionality, staff training, and connecting CRM systems with other software tools were among the most common concerns.


Advice from Your Peers

Start with strategy before evaluating software.

Clearly define your goals, workflows, reporting needs, and staff capacity before comparing platforms.

Talk to other nonprofits before making a decision.

Peer recommendations and firsthand experiences can provide valuable insight that vendor demonstrations may not reveal.

Don’t pay for features you won’t use.

Several respondents cautioned against selecting the most robust or expensive system without first assessing what functionality is truly necessary.

Consider your organization’s unique needs.

A CRM that works well for one nonprofit may not work for another. Membership organizations, performing arts groups, social service agencies, and foundations often have very different requirements.


Takeaway

Whether you’re evaluating a new CRM or making the most of your current one, local nonprofits agree: take time to understand your needs, seek peer input, and choose a solution that fits your organization rather than chasing the latest features.

Interested in learning more? Spokes has access to the full survey responses and would be happy to share additional insights with member organizations. If you’re exploring a particular CRM platform and would like to connect with a fellow nonprofit that has firsthand experience using it, we’re also happy to help facilitate those conversations.

Perks for Board Members?

March 27, 2026 by Michael Simkins

Recently, one of our Spokes member organizations inquired about the legality of providing a “perk” to board members. In this particular instance, the perk would be free tuition to an educational program run by the nonprofit. I had some concerns about such a practice. With the help of ChatGPT, I did some research and my concerns were confirmed. Here’s how I responded:

Providing a tuition discount to board members whose children are enrolled in your program is not automatically prohibited, but it raises several important legal and governance concerns that should be carefully considered.

First, under California law, a director who receives a material financial benefit from the organization may be classified as an “interested person.” If multiple board members utilize the discount, this could risk exceeding the rule that no more than 49% of the board may be composed of interested persons.

Second, while this type of discount would not be considered compensation, it does represent a financial benefit tied to board service. The Internal Revenue Service generally prohibits private inurement and limits private benefit in 501(c)(3) organizations. A benefit available only to board members—rather than based on need, employment, or program criteria—may raise concerns in this area.

Third, offering such a benefit introduces ongoing conflict of interest considerations. Board members receiving the discount would have a personal financial interest in decisions related to tuition, enrollment, and program policies, requiring disclosure and recusal. This can complicate governance and affect public trust.

Finally, there is an equity consideration. A tuition discount would only benefit board members with age-eligible children, creating an uneven “perk” structure that may affect board culture and recruitment.

Best Practice Recommendation
Most nonprofits avoid providing financial benefits tied to board service. Instead, they maintain board roles as strictly voluntary and uncompensated. If tuition assistance is offered, it is typically structured based on objective criteria such as financial need or made broadly available to program participants, not linked to governance roles.

Conclusion
While the proposed policy may be legally permissible if carefully structured, it carries sufficient legal, ethical, and practical concerns that it is generally not recommended as a best practice.

  • 1
  • 2
  • 3
  • …
  • 12
  • Next Page »

Article Categories

  • Financial and Legal
  • Fundraising
  • Governance
    • Board Development
  • Human Resources
  • Marketing & Communication
  • For Board Members
  • For Executive Directors
  • For Staff and Volunteers

DISCLAIMER: Spokes offers informed advice and recommendations, not professional counsel. Blog content is current as of the date shown. Individual posts are not necessarily updated, so please confirm the accuracy of the information, especially of older posts.

Popular Topics

board board of directors charity communication compensation database donations donors employees financial fundraising Governance grants leadership marketing nonprofit Nonprofit Board nonprofit governance nonprofit management nonprofits philanthropy policy productivity recap recruitment retirement spokes succession planning taxes volunteers

Member Testimonial

“As a result of participating in Spokes services, we were able to get a concrete action plan, which led to superior results for our organization. It was an extremely positive experience!”

Linda Wilkes-Chaffin
Board of Directors
San Luis Obispo Master Chorale
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

  • 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.