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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?

Take Part to Preserve Charitable Tax Deduction

November 29, 2012 by Spokes For Nonprofits

At Spokes, we often talk about the various management spokes (financial, development, human resources, etc) or constituent spokes (donor, volunteer, employee, client) needed to help nonprofits achieve their missions.  There is a third set of spokes that is equally critical – the partnership between the government, for-profit and nonprofit sectors.

The U.S. nonprofit sector exists because there are programs and services needed throughout our communities from which no profit can be made and are too localized and specific for the government to manage.  The for-profit sector exists to help drive our nation’s economy.  The government sector, or for-public sector, exists to support our legal, education and safety systems.  And, the non-profit sector, or for-impact sector, exists to improve the quality of life for all Americans and, especially, those who fall between the cracks of the for-profit and for-public sector efforts.  Each sector is equally benefitted and dependent by the other two and we nonprofit leaders have an important role to play in balancing this unique ecosystem.

As you may have heard, Congress is considering placing limitations of charitable tax deductions to solve our national budget crisis.  These changes threaten to create significant collateral damage to the nonprofit sectors and the health of the communities we seek to sustain.  By definition, all non-profits are dependent on some level of charitable support from private donors.  Often, those donors are employees of the for-profit sector.  And, nonprofits are dependent on the government to offer incentives to those individual donors to provide the financial resources we need to do our work.  Reduced donations will lead to fewer programs and services and, ultimately, to many more unaddressed issues in our communities.

As the recent recession has driven an increased demand for most nonprofit services, can our nation afford to take this risk?  Do you want to live in a community with depleted or no nonprofits?  What about your corporation’s employees?  Can the government pick up the services the nonprofit sector will need to drop?

If you don’t think so, I encourage you to join me in being outSpoken and participate in the United Way’s letter writing campaign to Congress.

More information can be found at http://www.capwiz.com/unitedway/issues/alert/?alertid=55024501.

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!

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