Spokes | Resources for Nonprofits

Find Us On Social Media:

  • About
    • History of 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
    • Nonprofit Board Service
    • Major Nonprofit Events
    • Post a Job
    • Job Board
    • Starting a Nonprofit
    • Meeting Spaces
    • Special Resources for Uncertain Times
    • General Nonprofit Resources
  • Login
  • Contact Us
  • Volunteer
  • Classes/Workshops
    • Ask an Expert
  • Job Board

Nonprofit Property Tax Filing Requirements

December 6, 2012 by Spokes For Nonprofits

It’s never too early to start planning for the next tax season. Why? California law will prescribe a yearly tax on your organization based on property as it exists at 12:01 a.m. on January 1st.  All entities, unless granted an exemption by the County Assessor’s Office, are required to file the annual property tax form “Form 571-L Business Property Statement” with the County Assessor’s Office.  This form is due every year on April 1st but is still considered to be timely filed if sent by May 7.  On the Form 571-L, entities are required to declare all business property owned as of January 1.  Examples of business property include supplies, equipment, buildings, building improvements, etc.

Nonprofits are required to file the Form 571-L until the Assessor’s Office has specifically granted them an exemption.  In order to qualify for an exemption from the Assessor’s Office, the entity must submit the appropriate documents to the assessor’s office (i.e. exemption claim form, articles of incorporation, tax letter designating the organization’s non-profit status, etc).  This is a one-time process to be granted with the exemption.

Once the assessor determines that the nonprofit organization is a qualifying religious, church and/or welfare organization and is eligible for an exemption, there is a simplified annual filing process in which the entity will be assessed with a zero tax bill.  The annual filing due date for this type of filing is February 15th. If you have any questions you can call the Transfer Exemption department of the Assessor’s office at (805) 781-5643.

Speak and Be Spoke(n)!

So, tell us!  Do you have any tips to share with your fellow nonprofits regarding how to file for property tax requirements?

You Can’t Change the Tire When Driving 65 MPH

November 28, 2012 by Spokes For Nonprofits

My Board President, Jami Fawcett, and I attended the Community Foundation’s Annual Professional Advisors Luncheon recently, and were rocked by special guest speaker Kat Taylor. She is the true vision of an individual who does charitable work with a business mindset. She and her husband, Tom Steyer, are Founding Directors of One Pacific Coast Bank and TomKat Ranch Educational Foundation, have been involved in numerous nonprofit organizations, and is very active in social business, public benefit and philanthropic ventures.

During her talk she made a statement that resonated with what Spokes aims to do everyday. She said “you can’t change the tire when you’re driving 65 MPH.” It is so easy for nonprofit and for profit organizations to get caught up in driving full speed toward their goals that they just can’t put the brakes on to analyze and implement the day-to-day operational changes so essential to their ongoing growth and success. While our clients are moving their nonprofit 65 MPH, it’s our job to help put the spokes in place so that they can be more efficient in their actions.

If you want to keep moving at 65 MPH, let Spokes be your pit crew and we’ll work together to get you back up to speed.

Be Outspoken!

What are you pain points? Let us know how we can get in and help you most efficiently.

Not Your Mother’s Board – Jan Masaoka Event Recap

November 20, 2012 by Spokes For Nonprofits

Last week’s Jan Masoaka event “Not Your Mother’s Board…” was a sold out success. She has this amazing ability to show the nonprofit sector how to solve “complex” Board issues with organized and simplistic action items. Below we outlined how to simply identify critical paths for the year, how to identify the boss, and how much of an impact nonprofits and our Boards have on our organization and economy.

Identifying Critical Paths in Strategic Planning

Rather than getting caught up in everything that needs to get done to make your nonprofit run, dial in the make or break items that have to happen in order to keep your organization alive and thriving. Ask these two questions in strategic planning and identify all action items and people needed to make them happen.

  1. What are the two most important things our organization needs to accomplish this year?
  2. What are the two most important things for our BOD to accomplish this year? Do we have the right people on the Board to make these things happen?

Understanding Who Really Is The Boss.

Is the Board of Directors or the Executive Director the boss? In a nutshell, pieces of advise are always welcome from individual board members, but only the Board as a whole is the boss.

In a Governance Role, the Board is the Boss:

  • Oversight
  • Hire/Fire CEO
  • Big Decisions
  • Planning

In a Support Role, the Executive Director is the Boss:

  • Fundraising
  • Advice & Ideas
  • Community Ambassador
  • Help & Volunteer

Understanding our Impact.

  • Get guidance from trusted resources. Jan is ranked 1 of the top 50 influential people in the nonprofit sector. For those of you who have heard her speak, you know why!
  • Only continue with something if it’s working. Jan believes that standard processes for board orientation and board buddies maybe work 1 in every 100 times; if these or other standard processes are not work for your organization then stop implementing them.
  • Nonprofits created Boards! The 1st corporation in the world was a nonprofit organization – Harvard College.
  • Nonprofits mean business. The NFL is a nonprofit.
  • Boards hold power and impact. Annually, $65 Billion in tax dollars are managed by nonprofit Board of Directors.
  • Keeping Boards accountable ensures forward motion. To keep your Board members accountability to the items promised to complete at the latest Board meeting, notate action items and those accountable to them at the top of the Board Meeting Minutes, for all to see.

We certainly took away valuable information and tips from Jan! Check out the “Critical Path for the Board” hand-out that covers more of what was discussed in her presentation. Another great resource straight from Jan is her non-profit publication, Blue Avocado magazine.

Thanks to Jan Masaoka, Leadership SLO, Jaffa Cafe, SLOUMC and all of our attendees for making this event a success!

Get to the Heart of Customer Service with Your Nonprofit

June 22, 2012 by Spokes For Nonprofits

Nonprofits exist primarily to serve others.  Whether you call them customers or clients (or patrons or students), your organization’s ability to meet their respective needs is central to its mission and longevity.

Of the non-profits that can truly claim customer service superiority, one thing is certain: Every employee owns a piece of that prize. Simply put, a non-profit cannot achieve customer service excellence without first attaining high levels of efficiency, quality, and productivity among its internal service providers.

Emphasize Internal Customer Service

All too often, non-profits place a strong emphasis on external customer care while losing sight of the fact that internal customers matter just as much. Why does it matter? Because somewhere down the line, the service provided to an internal customer will show up in an external customer transaction.

(Just in case it’s not obvious, an internal customer is defined as any employee who depends on the timing, quality and accuracy of a colleague’s work in order for them to succeed in their own work.)

As a customer service consultant, what I’ve seen is that those organizations in which a customer care culture is truly embedded do not make distinctions about internal and external care. Each employee’s mission is simply to demonstrate excellence with each and every task. There’s an implicit understanding that every job is a “customer service” job.

Start With Awareness

In developing an enterprise-wide customer service training program, my colleagues and I created an activity called The Ripple Effect. (Just like it sounds, the game aimed to show employees the impact of their work upon others’ ability to do their own job well.) It proved to be one of the most popular sections of the course and provided some true a-ha moments on the part of the participants. Many of them admitted that they’d never seriously considered the ripple effect of their work on that of their internal customers—and ultimately on the company’s external customers.

In another initiative (this one too aimed at helping employees to recognize their interdependence), we created an Engagement Cycle which tracked a customer engagement from beginning to end and charted the various internal customer needs at each stage. Again the a-ha’s.

Define Customer Service as a Function, Not a Department

How does your organization view customer service—as a department, a specific job role, or as a responsibility shared by every employee?

To help you assess the level of internal customer service in your organization, begin by getting each employee to answer some simple questions:

  1. Who are your internal customers?
  2. What do these customers need from you in order to do their jobs well?
  3. Are you in regular two-way communication with those customers?
  4. If internal customer satisfaction were measured, how would you rate?

Managers can ask themselves a couple of additional questions:

  1. How is frustration over internal customer service affecting morale and turnover?
  2. What does my team need to do to both provide and receive excellent internal customer service?

Teach Them to Be Good Customers

What does a non-profit organization want from its customers? Satisfaction and maybe a bit of appreciation.

Internal customer service works the same way. Employees will be motivated to continue providing good service to coworkers if they’re given appropriate feedback and, at least every once in awhile, sincere thanks for a job well done.

So, tell us!  What are you doing to ensure customer service excellence within your organization?

Discounted Software from TechSoup

June 4, 2012 by Spokes For Nonprofits

The balancing act to keep your nonprofit organization stocked with software programs necessary to stay efficient (like Quickbooks, Adobe Suite, Microsoft Word, etc.) and to keep your budget aligned is an ongoing struggle – we can relate. That’s why we’re excited to spread the word about TechSoup, an organization that helps nonprofits save on IT costs with the help of donated tech products from over45 donor partners like Microsoft, Adobe, Cisco, Intuit, and Symantec.

As a nonprofit organization, you have access to TechSoup’s 400+ donated and discounted products available for a small admin fee that supports their work in the United States and around the world.

Signing up is easy! To get started with TechSoup product donations, follow these 3 steps:

  1. Join TechSoup as an individual member.
  2. Register an organization or association with an existing organization.
  3. Submit qualification documents.

Identifying products available to you is easy! You can see what products your organization may be eligible for in 1 step:

  1. Take the eligibility quiz.

Speak and Be Spoke(n)

If you’ve had a chance to use TechSoup previously or if you get a chance to use TechSoup in the future, please tell us!   We’d love to share how you are using this resource to move your organization forward in its mission with other Spokes folks!

  • « Previous Page
  • 1
  • …
  • 12
  • 13
  • 14

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

"executive committee" board board of directors California nonprofits charity communication consulting donations donors employees financial fundraising Governance leadership marketing meetings nonprofit nonprofit governance nonprofit management nonprofits philanthropy policy productivity Professional Development recruitment responsibilities retirement spokes taxes volunteers

Member Testimonial

Spokes help has been transformative for the Garden in many areas, ranging from budgets, operations, policies and procedures, and long-term vision, just to name a few. The impact of SPOKES has been HUGE, and having a Spokes interim Executive Director was lifesaving. Personally, Spokes has made my work at the Garden so much more organized, less stressful , and hopeful for future success.”

Discover more about the San Luis Obispo Botanical Garden:

  • View their website
  • Join them on Facebook
Ke-Ping Tsao
Board President
San Luis Obispo Botanical Garden
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

  • Mission-Aligned Money Management
  • The Value of Nonprofit Board Service
  • Spokes on Congalton

Copyright © 2025 Spokes | Resources for Nonprofits. All Rights Reserved.
PO Box 5122, San Luis Obispo, CA 93403
Hosting by NDIC.
Photography by Nicole Boughton.