Nonprofit Leadership and Politics
At Spokes, we are having daily conversations with our nonprofit members about the political discourse that is permeating our professional and social interactions. Here’s what we’re learning:
- Some nonprofits are struggling to properly care for their clients because they are using multiple or different names when seeking services. These clients are too afraid to use their real names and expose themselves to potential raids for suspected illegal immigrants – even clients who are in the United States legally.
- Nonprofit leaders are feeling a need to create continuity plans (or disaster plans) out of a fear that their organizations may be targeted for an attack (arson, vandalism, or bullying) because they address issues that have become politically charged.
- Nonprofits that exist to support women’s issues chose not to participate in International Women’s Day celebrations because doing so may align the organization with one political party and alienate donors and volunteers from the opposing political party.
- Some volunteers and board members who want to support the nonprofits that address the issues that concern most are being turned away because their reputations/identities are deemed “too political.”
- Large professional associations continually send nonprofit leaders surveys and articles asking us to identify how the new presidential administration is impeding our work and rallying us to “fight” against the administration to defend our causes.
Those who share these stories have asked us for help and guidance. We’ve identified 4 specific tips and want to share them with you, too:
First, re-frame the conversation. Our organizations face the very real threat of program interruptions from fires, earthquakes, dramatic federal budget cuts, economic recessions, political agendas, or poor assumptions about our organizational purpose every single day. We must always be diligent in our stewardship of our organizations – whether in defining a continuity plan or an advocacy policy. If we’ve been remiss in these management areas, the fault is our own and not the fault of a particular president or political party. Let’s not allow ourselves to become “victims” of the current political environment. Rather, let’s allow this turbulent time to motivate and re-engage us in our long-term planning and risk management responsibilities so that we can shore up our organizations to better weather the storms that will inevitably come to us from many different sources and directions. And, most importantly, let’s commit to maintaining our vigilance as we move forward.
Second, remember that all 501(c)3 organizations are legally required to remain non-partisan at all times. Charitable organizations are a “partisanship-free” zone. If a volunteer, board member, or donor wants to participate in our work to help us fulfill our missions, we owe it to the constituents we serve to allow them to do so. For whom an individual votes or which campaign sign may be in his/her front yard is a non-issue. If you’re worried that folks may try to align with your organization with an ulterior motive, you can protect your organization by establishing and consistently applying carefully defined policies and procedures around board member vetting, expectations for board member performance, gift acceptance policies, and donor recognition policies, to name a few. We must apply the same nondiscrimination practices we use for hiring our employees or serving our clients with our volunteers and donors. We need everyone’s participation in the nonprofit sector if we want our communities to be healthier and more vibrant. We have a moral obligation to invite participation and not build barriers to impede it.
Third, don’t make decisions out of fear. Rather, make decisions based on what your organization believes to be true as defined by your mission statement. Borrowing from the example above, if a nonprofit was founded on the belief that woman are entitled to equal rights and protections, then it must participate or promote International Women’s Day or participate in a local march. Not participating out of the fear that a donor may incorrectly view your participation as partisan and become disgruntled is unreasonable and unfair to your clients and that donor. If an activity is strongly aligned with your mission, it is worth doing. Allow your mission to be your guide and organizational conscious, not your fears. Not everyone will support your mission, and that’s OK. Those donors who do support your mission will respect what you do in service to it, even when those activities may be politicized by the media or others. Schedule some time at your next board and staff meetings to review your mission and values statements so that all members of your organization are empowered to communicate and demonstrate them effectively.
Lastly, let’s choose not to respond to perceived attacks on our work defensively. Taking a stance of “fighting back” only increases the amount of fighting that is occurring all around us. Instead, let’s work harder at communicating (listening, specifically) for greater understanding and agreement. We need to ask more questions to identify common ground rather than declaring to defend our territories. After all, a hunting enthusiast and a vegan can both support wildlife habitat conservation. A gun manufacturer and a pacifist can both agree on the need to support our veterans. And, a fast food restaurant owner and nutritionist can join forces to build more playgrounds to help children be more physically active. Let’s find our common denominators, join forces to realize our shared goals, and serve as a model for the rest of our national, state and local communities.
If you need a template for an advocacy policy, board contract or other policies, or if you would like consulting help to implement any of these strategies, please call Spokes at 805-547-2244 or [email protected].
Rethinking Your 990: It’s a Marketing Tool, Too!
For many nonprofit organizations, January is the season for closing your books, preparing your financial annual report, generating W2 and 1099 Forms, and preparing all the information you’ll need to complete your Form 990 Tax Filing. It’s all about presenting the numbers to the IRS, right? Wrong. Your 990 filing tells a story – and lots more folks are reading it than you may realize. Did you know that your 990 tax filing is immediately posted online for everyone to see once you file it with the IRS? Did you know that you are legally required to provide it to any member of the public who may ask for it and you cannot ask why? Did you know that it has become standard protocol for foundation and corporate donors, government contractors, prospective board members, and financial institutions to view your 990 before investing in or partnering with your organization? In their article, “Telling the Not-for-Profit Story Through Form 990,” Marian Butler, CPA, Ph.D. and Brian Butler, identify four (yes, 4!) sections of the 990 and 990EZ that allow nonprofits to write narratives to better convey the value and importance of their mission and programs. Unfortunately, most of the CPAs who prepare the tax forms are not well versed in their clients missions and programs and many will simply copy a few lines of text from a website or re-enter language that has been used in your organization’s filings for years and is no longer relevant or accurate. Remember, it is a best management practice that all nonprofit board members review and approve their organization’s tax filing prior to finalizing and submitting it to the IRS. When reviewing this year’s tax forms, read the narrative sections carefully and, if necessary, provide your CPA with more accurate or compelling language that will resonate with a wider audience. (And, if the language in the form is outdated and was taken from your website, make sure to update the website, too!) If possible, ask a marketing professional to assist you in crafting the narratives and never miss another opportunity to educate your community on the importance of the work you do! For more tips on how to better market your organization through your Form 990 tax filing, read the full article here. NOTE: Only the 990 EZ and 990 include the narrative sections. If your nonprofit generates less than $50,000 in revenue per year, you will use the 990N. However, you have an opportunity to tell a story with your tax filing, too. Your 990N will automatically be uploaded to guidestar.org and you may logon to the website and post narrative information that enhances the limited information included in your abbreviated tax filing. Contact Spokes if you have questions on how to update your guidestar.org profile. |
Making Missions Matter
Quick! Write down your mission statement. No cheating. Just from memory.
Did you do it? Did you miss any language or concepts? Was your mission statement so overwhelming that you didn’t try?
We ask this question in every one of our Best Practices in Nonprofit Management classes and only very rarely do we find someone in the room that is able to perform this task accurately. And, that’s a problem.
A nonprofit’s mission statement is its covenant with the public trust; the promise of the work we nonprofit leaders will do to earn the privilege of not paying taxes on the revenue our organizations generate. Mission statements are the guide by which we measure and evaluate which programs to offer, whom to hire, what services to stop offering, and which funding sources to pursue. Without a clear and specific mission statement to guide them, many nonprofits unwittingly over-extend themselves, undermine their impact, or accept grants that tragically become more prohibitive than helpful to their work.
If your nonprofit’s board of directors hasn’t conducted a thoughtful review of its mission statement in the last 3-5 years, it’s time to do so now. And, if you have reviewed your mission statement but it’s still too long to memorize, it’s time to review it again.
In their Stanford Social Innovation Review article, “Mission Matters Most,” Kim Jonker and William F. Meehan III, cite the greatest saboteur for most nonprofit mission statements as the desire to be overly broad. They stress that clarity is the most important component of a mission statement and outline seven key characteristics you can use to evaluate your nonprofit’s mission statement:
- It is focused.
- It solves unmet public needs.
- It leverages unique skills.
- It guides trade-offs.
- It inspires, and is inspired by, key stakeholders.
- It anticipates change.
- It sticks in memory.
If your nonprofit’s mission statement doesn’t meet these criteria, let Spokes help you change it! Join us for our new classes, “How to Facilitate Meaningful Conversations About Your Mission” on January 10, 2017 and “Writing an Inspiring Mission Statement” on February 28, 2017. Remember, your mission statement is crafted by folks internal to your nonprofit, but it is driven and inspired by the folks – clients, beneficiaries, and stakeholders – who are external to your organization. Refining your mission statement will require you to solicit feedback, to listen, to be thoughtful and to be patient with the process. It will take some time to conduct a good mission revision, so start now and register for these classes today!
Link to article: https://ssir.org/articles/entry/mission_matters_most
Link to classes: http://spokes.clubexpress.com/content.aspx?page_id=87&club_id=870953&item_id=565194
http://spokes.clubexpress.com/content.aspx?page_id=87&club_id=870953&item_id=565191
Communication, Conflict & Collaboration
Whether it is in the workplace or our personal lives, we’ve all dealt with ineffective communication that has eventually led to conflict. To address these issues, Spokes was pleased to have Steffanie Medina and Kelly Donohue of Creative Mediation instruct one of our most recent workshops: “Communication Conflict and Collaboration”. Some highlights from the class include:
There are five steps in any communication process:
Sender –> Message –> Method –> Receiver –> Feedback (which goes back to the sender – note: even silence can be considered feedback!)
Although this seems like a simple process, there are many ways in which the communication goes astray – one reason being that the expectations may be mismatched from the beginning. For the message to be clear, both the sender and receiver must clarify and understand what is driving the message. Although an expectation may be communicated, there can many underlying interests and layers within that particular expectation.
Handling Conflict
First off, it is helpful that we recognize our own conflict management style. There are four types of styles: confrontive, persuasive, observant/introspective and avoidant. None of these styles are wrong, but there can be pros and cons to each one. We learned that these styles can be situational based (or change after time). Ex: One may be persuasive during conflict at home, but avoidant in a work-setting. What is your conflict management style? Click here to take the survey!
No matter your style of managing conflict, these tips can be helpful when aiming toward resolution:
-Be honest with yourself, ask the other party open-ended questions to find out their wants/needs
-Pay attention to feelings (as they can be clues to the underlying layers)
-Digging for “truth” or “what’s right” doesn’t produce the best solutions.
During the workshop, attendees exchanged ideas and advice in regard to effective communication and conflict resolution. Catalina Coz, Outreach Coordinator at GRID Alternatives, stated: “I learned powerful tools to communicate more professionally and productively with peers and supervisors.”
Thank you to Steffanie and Kelly for presenting this valuable material!
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