Financial Advice Opportunity Hiding in Plain Sight

Disability impacts 1:7 Americans* (that is 42 million people) directly and touches many more lives indirectly. More than likely, advisors with a mature book have clients affected by special needs who wish to do as much life and financial planning as possible (perhaps even more so now), and a frustratingly small, and often prohibitively expensive, …

COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments

March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …

Getting Past the Chicken-and-Egg Cycle of Nonprofit Strategic Planning Skepticism

There is a lot of room for improvement in the usual nonprofit strategic planning process; so much so that current approaches can create fiduciary and organizational risk. Root causes are not hard to find. To start, many organizations see these plans as a box to check, something to pull together every few years, toss on …

Massachusetts’s Nonprofit Boardrooms: Is It Time Yet?

Over the past 10 years there has been virtually no positive change in the composition of the C-Suites of the largest MA nonprofits, leaving incredible talent and opportunity on the table. The details are here, in The Boston Club's 2019 biennial Census of Nonprofit Board CEO's and Boards. Intentional Nonprofit Board Service, authored by Lisa …

Improve Your Nonprofit Board for Maximum Impact

First published in Mass Nonprofit News Expert Advice , March 13, 2019. Maximizing board effectiveness is absolutely essential to nonprofit success, but hoping that your board will operate as a highly effective executive team won't make it happen. Highly effective boards add tremendous value to the organizations they govern and grow. They can spot opportunities …

Be a Great Steward of Financial Sustainability

First Published as "Make Your Nonprofit Financially Sustainable" in NonProfitPRO on December 6, 2018. You know that delivering on your organization’s mission over time requires financial resources. The alternative is not pretty—no money, no mission, as it is said. As a board member, one of the most important components of your governance role is to …

Achieving Fundraising Success, Part III- Concluding Your Campaign

This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. In Part 3, our experts, Lisa Cohen, CEO of Capital Motion, Gail Snow Moraski, Principal of Results Communication and Research, and Brock Klinger, Account Executive at Harbor Compliance, provide best practices for …

Achieving Fundraising Gold, Part II- Building Momentum

This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. In Part 2, our experts, Lisa Cohen, CEO of Capital Motion, Gail Snow Moraski, Principal of Results Communication and Research, and Brock Klinger, Account Executive at Harbor Compliance, answer questions about building …

Achieving Fundraising Gold, Part I- Laying the Groundwork for a Successful Campaign

This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. The series will cover best practices during three key fundraising phases: laying the groundwork for a successful campaign, building momentum as the campaign progresses, and concluding in a way …