エピソード

  • 175: Oopsies, I Take It Back | Can You Revive a Dissolved Nonprofit?
    2026/10/15

    A nonprofit went quiet. Everyone got busy, the work stopped, and somewhere along the way it got "dissolved." Now you're ready to bring it back. Is that even possible?

    Meghan and I tackle a layered listener question that delves into a really misunderstood issue in the nonprofit world. We also get into what really happens when a founder-led org goes dark, why so many nonprofits stall out in their first few years, and what it actually takes to bring one back from the dead.

    Real Listener Question:

    "I was an officer for a small nonprofit that the president unilaterally decided to dissolve about a year ago. The org had been on pause while the board was busy with life stuff, and the president just did the dissolution herself. I really want to get back to the work. How do I revive the corporation? And do we have a leg up on getting our 501(c)(3) status again since we've already done it once?"

    Meghan and I dig into what "dissolved" actually means, how a nonprofit might secretly still be alive, and the people side of reviving a mission that someone else already laid to rest.

    What You'll Learn:

    • Why so many new nonprofits stall out in their first few years
    • The difference between truly dissolving and just abandoning a nonprofit
    • How to check if your org still exists with the state and the IRS
    • Why you don't lose tax exemption for missing a single 990
    • Why the IRS gives you no special leg up for having been approved before
    • The messy interpersonal drama that can arise when you're dealing with passionate people

    Bottom line: Startup energy doesn't last forever, and pausing or closing a nonprofit doesn't make you a failure. But before you reanimate a dissolved org, check what's actually still alive, and tread carefully with the people who were there the first time around.

    Resources from this Episode

    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct174-public-charity-private-foundation
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/10/CT175_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/
    • Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    19 分
  • 174: Click, Click, You're Done | Public Charity vs. Private Foundation
    2026/10/01

    You got your 501(c)(3) letter, so you're all set... right? Not so fast. There's a second designation buried in that letter, and if it's not correct it could derail your grant applications, your tax filings, and your whole plan.

    Meghan and I break down one of the most misunderstood distinctions in the nonprofit world: public charity versus private foundation. Both are 501(c)(3)s, but the difference between them changes how you file, what grants you qualify for, and how you're allowed to operate. We tackle two listener questions from founders who accidentally ended up in the wrong bucket without even knowing it.

    Real Listener Question:

    "One founder gives a lot of money to the nonprofit they started because it makes financial sense, and now their CPA is warning that this could turn the org into a private foundation. What does that mean? Another founder did all the paperwork themselves, got their 501(c)(3) letter, and then had a grant application rejected because they're "not a public charity." They're confused. Doesn't the letter say 501(c)(3)?"

    Meghan and I dig into the public support test, why funding your own nonprofit can accidentally make you a private foundation, and how to check your real status before it comes back to bite you.

    What You'll Learn:

    • What the 501(c)(3) status actually is and why it has subcategories
    • The difference between a public charity and a private foundation
    • What the public support test is and why you need a third of your money from public sources
    • How to look up your real status using the IRS exempt organization search
    • Why private foundations file a 990-PF, not a regular 990

    Bottom line: It's not "public charity good, private foundation bad." It's about which one fits the work you're actually trying to do. Know your real status and don't let a DIY paperwork shortcut haunt you three years down the line.

    Resources from this Episode

    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct173-money-when-nonprofit-closes
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/09/CT174_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/
    • Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    21 分
  • 173: Let It Go! | What Happens to the Money When a Nonprofit Closes?
    2026/09/17

    When a nonprofit closes its doors, it opens up a bunch of questions. What happens to the mission? Are there other organizations or groups doing this work? And a big one – what do we do with everything that's left over?

    No individual gets to keep the money or assets leftover when a nonprofit dissolves. So what happens now, and how do you honor everything your organization stood for?

    Meghan and I tackle a bittersweet listener question from an executive director who chose to close a nonprofit with dignity rather than run it into the ground. Now they're sitting on a substantial amount of leftover funds, ready to play Fairy Godmother.

    Real Listener Question:

    "Our nonprofit is dissolving, and I want to be a good steward of the leftover funds. I worked with an attorney to dissolve properly and now I'm ready to give away a substantial amount. How do I choose who to give the money to? Do I give a big gift to a few orgs or smaller amounts to many? What would you do?"

    Meghan and I dig into what the law actually requires when a nonprofit dissolves, why this ED already knows the answer, and why the paralysis they're feeling has a lot more to do with grief than with grant strategy.

    What You'll Learn:

    • The legal requirements you need to follow in a nonprofit dissolution
    • Why a bigger gift to fewer orgs makes a far greater impact
    • What you actually need to check before giving
    • Why over-vetting the successor organization is a common hurdle to dissolving nonprofits
    • What makes that final gift ACTUALLY difficult (and it's not the reason you think)

    Bottom line: There is no perfect formula that will make the end of a nonprofit hurt less. Do your due diligence, give the best gift you can, and let yourself grieve.

    Resources from this Episode

    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct172-board-basics-by-a-teenager
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/09/CT_Ep173_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/
    • Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    15 分
  • 172: Nonprofit PTSD | Nonprofit Board Basics, Explained by a Teenager
    2026/09/03

    What happens when you ask a 14 year-old to give advice to a bunch of board members who can't get along? Well, sometimes your local teenager might just give you the BEST take on the situation.

    I'm joined by a very special guest this episode: my kid, Max. We start with a crash course on what a nonprofit board is, why board members are volunteers, and what the typical officer titles really mean. Then Max puts on his guest expert hat and helps me untangle a board drama that's threatening to sink an entire organization.

    Real Listener Questions:

    Becoming a volunteer at my nonprofit requires a majority board vote, and becoming a full board member requires a unanimous vote. Now our president is trying to impose veto power so he can overturn our votes if he disagrees. Other board members and I think he's trying to become a dictator instead of a leader. How do I make him understand he doesn't own the nonprofit and doesn't get to call all the shots?

    Max and I dig into what's really going on here, why veto power isn't how healthy boards work, and why the answer to almost every board conflict comes back to one thing: communication.

    What You'll Learn:

    • What a nonprofit board is and why members are unpaid volunteers
    • Why volunteer status comes with legal liability protection
    • What the president, treasurer, and secretary actually do
    • How to handle board recruitment through policy instead of power plays
    • Why community and togetherness are what keep an all-volunteer org alive

    Bottom line: You can't hammer your will through a board with veto power and expect the organization to survive. Communication, being heard, and a real sense of community are what keep a nonprofit standing. And sometimes a teenager can see that more clearly than anyone.

    Resources from this Episode

    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct171-fundraising-myths-patrick-kirby
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/09/CT_Ep172_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    21 分
  • 171: You Don't Need Some Guy on a Yacht | Ditching the Fundraising Myths with Patrick Kirby
    2026/08/20

    Fundraising doesn't have to be intimidating, jargon-filled, or a total drag.

    I'm joined by Patrick Kirby, the nonprofit and fundraising consultant behind Do Good Better Consulting and a self-described human exclamation mark. Patrick brings so much energy and joy to fundraising that it's genuinely contagious. We tackle three listener questions, bust some persistent fundraising myths, and Patrick goes on a rant that you will not want to miss.

    Real Listener Questions:

    What do you do when your software is getting in the way of your marketing? How do you keep the faith when what you're trying just isn't working?

    Patrick and I dig into what actually drives donations, why software is never the silver bullet, and why losing a program that made you almost no money might be the best thing that ever happened to your fundraising.

    What You'll Learn:

    • Why "this is the way we've always done it" kills good ideas before they start
    • How to be purposeful with your calls to action instead of always asking for money
    • Why a CRM helps but won't magically fix your fundraising for you
    • How to keep your motivation up when donor outreach feels like a grind
    • Why a thank-you voicemail counts as a real, meaningful touchpoint
    • How to make your fundraising about the donor and the community you serve

    Bottom line: You're doing more impact than you think. Let the old ways go, focus on great stories and real relationships, and remember that you're part of the solution to problems the government can't fix on its own.

    Resources from this Episode

    • Check out Do Good Better Consulting: https://www.dogoodbetterconsulting.com
    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct170-fire-your-board/
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/08/CT_Ep171_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/
    • Patrick Kirby: https://www.linkedin.com/in/fundraisingdad/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    25 分
  • 170: Shots Fired! | Can a Nonprofit Fire Its Own Board?
    2026/08/06

    What if you could just... skip the whole "having a board of directors" part of running a nonprofit? Turns out, you're not the only one who've thought about it!

    We all know every nonprofit pro has quietly wondered at some point whether they really need a board at all. This week's listener question puts that quiet part out loud, and we dig into what's really going on when a board goes off the rails.

    Real Listener Question:

    "I work for a small business league and our whole board is useless. They do nothing to help us but keep finding random projects for us to do. The directors all say they're too busy for their normal board duties. My ED and I are wondering if there's a way to get all the board members to just sign away their roles so we don't have to have a board at all. Can we do that?"

    Meghan and I break down what a board is actually supposed to do, why some people join boards for reasons that have nothing to do with the mission, and why "let's just get rid of them" is a fantasy (even though the underlying frustration is very real).

    What You'll Learn:

    • What the core job of every nonprofit board actually is
    • Why some boards drift into micromanaging staff and how it happens
    • Why "signing away" board roles isn't a legal option (sorry!)
    • What to do when board members treat staff like their personal assistants
    • Why board and staff relationships are hard for every nonprofit
    • When it's time to bring in outside training for your board

    Bottom line: It's completely normal to be frustrated with your board. You're not alone. But the answer isn't getting rid of them. It's figuring out what your board is actually there to do and getting them back on track.

    Resources from this Episode

    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct169-nonprofit-retirement-christopher-tipper/
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/08/CT_Ep170_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/
    • Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    16 分
  • 169: Different Flavors, Same Ice Cream | How Can a Nonprofit Organization Offer Retirement Benefits? with Christopher Tipper
    2026/07/23
    Your nonprofit is doing well, but you're worried you'll lose good employees if you don't offer retirement benefits. You've heard of a 401(k), but is that the right move? I'm joined by Christopher Tipper of Hunter Benefits Consulting Group to break down retirement benefit options for small nonprofits. Christopher helps us wade through the alphabet soup of 403(b)s, 401(k)s, and simple IRAs. Real Listener Question: "I'm an Executive Director of a small org, and I've been advocating to my board that it's time to offer more benefits, including a 401(k). I realize it's a selfish ask since I'd benefit too, but I think it would help us recruit and retain good people. I started researching and I'm already in over my head. How do I even begin?" Christopher and I walk through the retirement plan options that actually make sense for small nonprofits, why the 401(k) isn't always the best fit, and what the ED needs to know before pitching this to their board. What You'll Learn: What retirement plan options nonprofits can consider and which ones actually make senseWhy a simple IRA might be the easiest and cheapest option for small orgsWhat a 403(b) is and why only 501(c)(3) organizations can offer oneWhy the "highly compensated employee" definition is not what you think it isWhat compliance really costs and what to budget per eligible employeeWhy AI is genuinely dangerous for retirement plan advice Bottom line: If you're the ED asking whether it's a conflict of interest to advocate for retirement benefits, stop worrying. The board decides. Your job is to make the case, not to feel guilty about being included. Resources from this Episode Learn about Christopher Tipper's firm at https://hunterbenefits.com/Watch Christopher's videos: https://www.youtube.com/@Hunter_BenefitsPrevious Episode: https://birkenlaw.com/charity-therapy-podcast/ct168-flat-org-structre-pablo-otaolaEpisode Transcript: https://birkenlaw.com/wp-content/uploads/2026/07/CT169_Transcript.pdf Connect with Us Jess Birken: https://www.linkedin.com/in/jessbirken/Christopher Tipper: https://www.linkedin.com/in/christophertipper/ Listen & Engage Listen on Apple Podcasts | Spotify | YouTube | Amazon MusicRate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story Stay Connected Sign up for the Birken Law Email list: https://birkenlaw.com/signup/ Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    25 分
  • 168: Oh, You Dreamers | Can a Flat Organizational Structure Work for a Nonprofit? with Dr. Pablo Otaola
    2026/07/09

    A nonprofit was built to run like a co-op. Everyone's equal. There's no HR. Is that your dream, or a nightmare that feel suspiciously like high school?

    I'm joined by Dr. Pablo Otaola, CEO of Thriving Culture LLC, to tackle a listener question about this exact scenario. An executive director walked into an organization built on flat structure ideals, but instead of a utopia they found bullying, cliques, and power plays..

    Real Listener Question:

    "I'm an ED for a nonprofit with a flat structure. We supposed to run like a co-op, where everyone but the board and ED shares the same title. The goal was to create a fair and equitable environment, but in practice it's like high school. Bullying, power plays, cliques trying to control the group with zero accountability. How do I change the organization?"

    Pablo and I break down the problems we've seen with flat organizational structures, what actually creates a thriving culture, and how a nonprofit leader can start changing the DNA of an org that's been stuck for years.

    What You'll Learn:

    • The building blocks of a healthy organizational culture
    • Why flat structures look SO good on paper but may fall flat (pun intended!) in real life
    • Why "no HR" is a legal red flag no matter how good your intentions are
    • How a leader's personality can get embedded into org culture
    • What it really takes to change a culture that's been encoded for years
    • When to stop reading blogs and get outside help from someone who's done this before

    Bottom line: You don't hire the surgeon not to cut you. If your culture is broken, it's okay to ask for help. Change is uncomfortable, but it's the only way forward!

    Resources from this Episode

    • Learn more about Pablo's work at Thriving Culture LLC: https://www.thrivingculturellc.com/
    • Previous Episode: https://birkenlaw.com/charity-therapy-podcast/ct167-directors-officers-insurance-cody-wiswasser/
    • Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/07/CT168_Transcript.pdf

    Connect with Us

    • Jess Birken: https://www.linkedin.com/in/jessbirken/
    • Dr. Pablo Otaola: https://www.linkedin.com/in/pablootaola/

    Listen & Engage

    • Listen on Apple Podcasts | Spotify | YouTube | Amazon Music
    • Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"
    • Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

    Stay Connected

    • Sign up for the Birken Law Email list: https://birkenlaw.com/signup/
    • Follow us on Facebook, Instagram, Twitter
    続きを読む 一部表示
    29 分