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  • AI Board Minutes

    AI Board Minutes
    2025/12/10

    Upcoming tax law changes mean that there could be a lot of unexpected gifts hitting before December 31st this year. How do we keep windfalls from ratcheting up board expectations for years afterwards? Stacey and Andy have some thoughts! Also this week, we hear from a volunteer who has been treated very badly, and have an actual disagreement about whether or not to use AI to compile notes from a board meeting! Thanks for joining us, and set your “point of action” to remind yourself to send a question to Questions@NonprofitEverything.com!

    Topics:
    • How do you manage an “outlier” year? – skip to this question
    • What should I do if an organization doesn’t want my volunteer help? – skip to this question
    • Should we let AI generate our board minutes? – skip to this question
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    36 分
  • Disengaged Board Members

    Disengaged Board Members
    2025/11/26

    Wait, now a board member wants us to *not* run like a business? I’m so confused. But Stacey and Andy can help! Also this week, we talk about disengaged board members who refuse to step down, and what kinds of smart questions to ask when vetting bookkeepers and CPAs for your nonprofit. We really appreciate all our listeners (this Thanksgiving we’re thankful for you!) As always, send questions to Questions@NonprofitEverything.com.

    Topics:
    • Now it’s “Don’t run your nonprofit like a business?” – skip to this question
    • What should we ask when vetting our first bookkeeper/CPA? – skip to this question
    • Dealing with disengaged board members who refuse to resign! – skip to this question
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    29 分
  • Treasurer Risks

    Treasurer Risks
    2025/11/13

    What legal risks does a person take on when they agree to be a nonprofit treasurer? Stacey and Andy have some thoughts. Also this week, we talk about different generational takes on PTO policies (how exciting!) and some practical advice about who has to keep the random donor swag at their house. Thanks for joining us this week, and do not forget to send any and all nonprofit questions to Questions@NonprofitEverything.com!

    Topics:
    • Do I have to keep the swag at my house? – skip to this question
    • Younger employees are abusing PTO! Help! – skip to this question
    • What legal risks should a prospective nonprofit treasurer be aware of? – skip to this question
    Mentioned this week:

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    30 分
  • Am I Being Forced to Retire?

    Am I Being Forced to Retire?
    2025/10/29

    I think I’m being forced to retire. Everybody keeps talking about succession planning, but this nonprofit is my baby! Stacey and Andy can definitely help. Also this week, we talk about how to keep your head above water when there is *a lot* going on and all of it is important. Thanks for joining us this week, and don’t forget to send all of your nonprofit related questions to Questions@NonprofitEverything.com.

    Topics:
    • Why does everybody keep asking me about succession planning? – skip to this question
    • When everything is urgent, how can we do it all? – skip to this question
    Mentioned this week:

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    31 分
  • Donor wants Executive Director Fired

    Donor wants Executive Director Fired
    2025/10/15

    Is it possible to convince a resistant board that a merger is necessary to save the nonprofit from a “long, slow death?” Stacey and Andy have some thoughts. Also this week, a Board Chair faces a tough ethical and financial conflict: A major donor’s substantial pledge is contingent on replacing the CEO/ED! What’s the right move when the board already has performance concerns? Thanks for joining us this week and don’t forget to send your nonprofit-related questions to questions@NonprofitEverything.com.

    Topics:
    • How do I convince my board that a merger is a good idea? – skip to this question
    • Help! A donor’s big gift is contingent on firing the ED! – skip to this question
    Mentioned this week:

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    34 分
  • Maintaining a Founder’s Vision

    Maintaining a Founder’s Vision
    2025/10/01

    When you’ve spent years crafting your vision for the successful nonprofit you’ve founded, how do you prevent future boards and leaders from screwing it all up? Predictably, Stacy and Andy have a few thoughts. Also this week, we talk about whether or not fractional CFOs are a smart idea, and how they might be best used. Thanks for joining us this week, and don’t forget to (please) send your questions (thank you) to questions@NonprofitEverything.com. A Q&A podcast without any Qs wouldn’t make much sense, would it?

    Topics:
    • How does a founder maintain their vision when other people have to be involved? – skip to this question
    • Is it time for our nonprofit to get a fractional CFO? – skip to this question
    Mentioned this week:

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    34 分
  • Recruiting Board Members

    Recruiting Board Members
    2025/09/17

    How should you respond when a board member prospect declines your offer? Is there anything to learn from that experience Join us this week as Stacey and Andy tackle that topic. Also, we talk about how small nonprofit shops get up to speed on all of the posssible planned giving options, and prove that we’re not above bribing people with the promise of a picture of a cat. Thanks for joining us this week, and be sure to send your questions to Questions@NonprofitEverything.com!

    Topics:
    • Where do small organizations get planned giving expertise? – skip to this question
    • How do you respond when a board member prospect declines to serve? – skip to this question
    Mentioned this week:

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    32 分
  • Should the executive director be on the board?

    Should the executive director be on the board?
    2025/09/04

    Is there anything you can you do if your organization has trouble hanging on to volunteeers? Stacy and Andy have some thoughts! Also this week, we talk about whether or not the executive director should have a seat on the board, and go really deep on fair market value, exchange transactions and why silent auctions always underperform. Thanks for joining us this week and be sure to send your questions to Questions@NonprofitEverything.com!

    Topics:
    • We’re struggling to keep our volunteers! Help! – skip to this question
    • Why shouldn’t the executive director be on the board? – skip to this question
    • Should we provide a tax receipt for our educational programs? – skip to this question
    Mentioned this week:

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    30 分