Wiley Nonprofit Law, Finance and Management Series – serie

An indispensable reference tool, offering professionals hands-onlegal and tax planning tips An essential guide for professionals representing and advising tax-exempt organizations, Planning Guide for the Law of Tax-Exempt Organizations offers a wide variety of practical planning tips, guidance, and helpful information for better meeting clients' needs. This essential companion to the bestselling The Law of Tax-Exempt Organizations, Ninth Edition is a valuable, go-to resource for lawyers and accountants, directors and officers of nonprofit organizations, as well as managers and consultants for tax-exempt organizations.Written by the leading legal authority in the nonprofit sector, Planning Guide for the Law of Tax-Exempt Organizations features a digest of recent legislation, court opinions, and IRS public and private rulings, as well as checklists of forms and an inventory of penalties.Additionally, it features commentaries designed to provide guidance and perspective to tax-exempt professionals and organizations as to how to cope with the developments in the law affecting their practices and the operation of their programs.

The only nonprofit management book you must have-in an exciting new editionAs a nonprofit manager, you have to be more effective and more efficient than ever to win funding and support to ensure your organization pursues its mission, meets community needs, and maintains its budget, while juggling the demands of funders, clientele, boards, staff, and community. This Third Edition of Mission-Based Management provides comprehensive, hands-on guidance that addresses your unique concerns as a nonprofit manager and policy-maker Addresses the effects of SOX, organizational transparency, new technologies, technology planning, and marketing in today's environmentIs written by a nationally recognized expert who has trained thousands of nonprofit managers in hundreds of seminars on the best practices in nonprofit managementIncludes in each chapter a recap and a list of questions for group discussionMore than ever before, as a nonprofit manager, you want and need practical guidance on how to do your job and run your organization more effectively and efficiently. And more than ever before, Mission-Based Management, Third Edition provides the definitive answer.

Completely revised and expanded, the ultimate guide to starting—and keeping—an active and effective volunteer program Drawing on the experience and expertise of recognized authorities on nonprofit organizations, The Volunteer Management Handbook, Second Edition is the only guide you need for establishing and maintaining an active and effective volunteer program. Written by nonprofit leader Tracy Connors, this handy reference offers practical guidance on such essential issues as motivating people to volunteer their time and services, recruitment, and more. Up-to-date and practical, this is the essential guide to managing your nonprofit's most important resource: its volunteers. Now covers volunteer demographics, volunteer program leaders and managers, policy making and implementation, planning and staff analysis, recruiting, interviewing and screening volunteers, orienting and training volunteers, and much moreUp-to-date, practical guidance for the major areas of volunteer leadership and managementExplores volunteers and the law: liabilities, immunities, and responsibilitiesDesigned to help nonprofit organizations survive and thrive, The Volunteer Management Handbook, Second Edition is an indispensable reference that is unsurpassed in both the breadth and depth of its coverage.

Change has dramatically confronted higher education in the last decade, challenging it to its very roots. Colleges and universities have been rocked by a volatile economy, changing demographic trends, weakening public opinion, lagging state and federal support, and other forces. Leaders from the most highly respected institutions in the country have examined the important issues facing higher education today and this book offers their insights on restructuring administrative operations, new revenue opportunities, debt management, capital renewal, endowment management, and more.

A complete set of tools for applying entrepreneurial strategies and techniques to your nonprofit As a follow-up to their book Enterprising Nonprofits, the authors of Strategic Tools for Social Entrepreneurs provide a full set of practical tools for putting the lessons of business entrepreneurship to work in your nonprofit. The book offers hands-on guidance that helps social sector leaders hone their entrepreneurial skills and carry out their social missions more effectively than ever before. This practical and easy-to-use book is filled with examples, exercises, checklists, and action steps that bring the concepts, frameworks, and tools to life. Detailed explanations of all the tools and techniques will help you personalize and apply them to your nonprofit organization-making it stronger, healthier, and better able to serve the needs of our communities. Praise for Strategic Tools for Social Entrepreneurs "I search constantly for resources that can help provide insight and guidance to take Teach For America to a higher level; Strategic Tools for Social Entrepreneurs does this and more. The book takes the best practices of for-profits and social enterprises and adapts them to the needs of entrepreneurial, mission-driven nonprofits. Strategic Tools for Social Entrepreneurs is a tremendous contribution to social entrepreneurs and to the nonprofit sector-many thanks to the authors for identifying this need and filling it!"-Wendy KoppFounder and President, Teach For America All of the royalties from this book will be used by the Ewing Marion Kauffman Foundation to support continuing work on social entrepreneurship.

This cash management and investment handbook for nonprofit managers helps managers from diverse backgrounds learn to manage their organization's money. It examines traditional treasury functions including banking and cash flow and explores investment management and strategies for managing excess cash, endowment, and long-term (planned) gifts. It also examines financial management strategies that impact cash flow, including borrowing, risk management, benchmarking, and long-term planning. Addresses the needs of all types and sizes of organizations, from small religious groups and community social service agencies to major cultural institutions and colleges and universities. Includes a diskette with spreadsheet solutions to common financial management problems, such as interest rate calculations, basic yield calculations, financial rations and more.

What are the requirements of the new intermediate sanctionslaw? What is the definition of an excess benefit transaction? How will financial penalties be determined? How will sanctions be applied? What are the law's expanded reporting and disclosurerequirements? What can nonprofits do to plan for compliance? These are just some of the questions you may be asking aboutintermediate sanctions, the most important legislation to impactthe nonprofit sector in a generation. This unique guide tacklesthese crucial issues and more, equipping you with the vitalinformation you need to understand the new rules and work with themeffectively. Written by two of the country's leading authorities on tax-exemptorganizations, Intermediate Sanctions reviews the history andbackground of the act, and systematically examines how this body oflaw promises to affect the operations of public charities and othertax-exempt organizations. Clear and direct in approach, the bookfeatures down-to-earth examples throughout, making it an essentialpractical resource for lawyers, accountants, managers, and othersworking in the nonprofit arena.

Program-related investments (PRIs) are hybrid grants/loans made by foundations to charities. They allow foundations to stretch their limited funds further. This book provides foundations with guidelines for evaluating PRIs, monitoring grant recipients, and tracking returned funds.

Step-by-step guidance on how to write effective grants that get the funding you need. Complete with examples of fully-completed proposals, you'll also get an easy-to-use companion website containing guide sheets and templates that can be easily downloaded, customized, and printed. The authors provide examples of completed proposals and numerous case studies to demonstrate how the grant-seeking process typically works. Order your copy today!

A well-functioning budget process is more than a set of procedures--it provides a focus for the organization and management to analyze key financial and strategic issues. This invaluable reference addresses the fundamentals of managerial incentives, resource allocation, and practical ways in which these incentives can be managed to serve the strategic goals of the organization by taking an in-depth look at the principles of budgeting for not-for-profit organizations--higher education, charities and foundations, religious organizations, and hospitals and healthcare organizations.

"A unique book with a unique approach, this is destined to become aclassic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftlyweaves together personal insight and level-headed advice in aprobing look at the human side of planned giving. He helps youunderstand, develop, and use the interpersonal skills that are anessential part of every successful planned giving officer'sart. White provides practical answers to such crucial questions as: Howdo I successfully approach a prospect for a planned gift? What arethe steps to building a prospect's trust and instilling a sense ofmission? How can I tell if I'm being too aggressive--or notaggressive enough? How do I handle a donor's lawyer and otheradvisors who don't support the gift? Tracing the entire process of acquiring a planned gift from thefirst phone call to managing the gift's assets, White offers manyhelpful pointers on how to deal with donors, their families, andtheir professional advisors, as well as executive directors andboard members within your organization. He also helps you translatetechnical knowledge into planned gifts that are better for bothdonors and charities. The first book to take you beyond the mere mechanics and into thevery soul of planned giving, The Art of Planned Giving is animportant working resource for planned giving officers,fund-raising professionals and consultants, as well as nonprofitexecutives and board members.

The First and Only Complete Guide to Successfully ManagingFaith-Based Organizations Faith-Based Management Written by aleading international expert on faith-based management, this bookdescribes proven management strategies and techniques developed atsome of the world's most successful places of worship andfaith-based service organizations. It also supplies you with acomplete action plan for quickly implementing them in yourorganization. Peter Brinckerhoff begins by exploring the uniquechallenges faced by managers of faith-based organizations. He thenidentifies the seven key characteristics of a successfulfaith-based organization and provides you with clear,easy-to-follow guidelines on how to:* Assess and examine your organization's strengths andweaknesses* Clearly define staff roles and responsibilities* Delegate, evaluate, discipline, and motivate paid staff* Find, train, motivate, and hold on to top-notch volunteers* Generate budgets and financial reports and implement financialcontrols* Improve your leadership skills* Conduct sophisticated, cost-effective marketing compaigns thatwork* Create strategic, business, and marketing plans"Brinckerhoff has captured the essence of faith-based management inhis latest book. He has successfully integrated proven managementconcepts and ideas with the spiritual mission that distinguishesfaith-based organizations. A must-read for volunteers and staff."--Dana R. Todsen, ACFRE President and CEO Baptist HealthFoundation, Inc. Birmingham, Alabama "Faith-Based Management is aconcise, accurate, and practical book. It will be a very helpfulresource for leaders who are trying to unite faith and mission intoday's world." --The Reverend Dr. John R. Buzza Hope PresbyterianChurch and Community Ministry Center Springfield, Illinois"Faith-Based Management offers the fourth important contribution inPeter Brinckerhoff's management series for not-for-profitexecutives. If mission, finance, and marketing are important tonot-for-profits' success, core values and beliefs are essential tothe faith-based not-for-profits' very existence. Peter once againchallenges and provokes thoughtful reflection while providing thereader with a pragmatic prescription for improving the overallmanagement of the faith-based organization. He challenges each ofus to accept full responsibility for carrying out God's work. Heshows us a way." --Reid S. Thebault President and CEO YMCA ofMetropolitan Detroit

Corporate giving currently accounts for nearly 10 percent of allcharitable donations nationwide, and most experts agree that theflow of corporate resources earmarked for nonprofit programs is onthe rise. Yet, many fund raisers are held back from tapping thisgold mine by the fear they don t know how to "play the system"correctly. When it comes to soliciting corporate funds, even oldhands at private fund raising find themselves stymied by the lackof clear-cut answers to such critical questions as: "How do I findout which companies give and how do I obtain information aboutthem?" "Who are the funding decision makers, and how do I appeal tothem and cultivate relationships with them?" "What hidden stringsand pitfalls should I be aware of when soliciting corporatefunds?" Successful Corporate Fund Raising provides in-depth answers tothese and all your questions about finding and winning corporatefunds. The distillation of Scott Sheldon s more than two decades ofexperience as a corporate fund raiser, it provides a completeblueprint for developing and maintaining successful corporatefund-raising programs at nonprofits of all sizes. The book begins with an in-depth exploration of the world ofcontemporary corporate giving. It explains the key differencesbetween private funding and the "strategic philanthropy" practicedby many corporations. It describes the various forms corporategiving most commonly takes, including cash, in-kind, andvolunteerism. And it clearly spells out the motivations,perceptions, expectations, and conditions driving most corporatefunding.The lion s share of the book is devoted to schoolingreaders in effective low-cost strategies for locating, obtaining,and managing corporate resources. Organized around the five keycomponents of a successful corporate funding initiative, itprovides step-by-step guidance on how to research corporatefunders, cultivate relationships with key personnel, solicitcorporate resources, evaluate the efficacy of fund-raisinginitiatives, and manage funded programs. It also supplies a wealthof forms, questionnaires, sample letters and proposals, checklists,and other valuable tools that can easily be adapted for use in yourorganization. Successful Corporate Fund Raising is an indispensableworking resource for all nonprofit fund raisers, developmentmanagers, agency executives, and board members. An expert s guide to finding and winning corporate support for yournonprofit organization. This book shows fund raisers and executives at nonprofits of allsizes how to take advantage of the current corporate fundingopportunities. K. Scott Sheldon provides a fresh, insider s look atcontemporary corporate giving, and he develops a complete blueprintfor developing a corporate fund-raising program. Step-by-step, hewalks you through the entire corporate fund-raising processand:* Describes proven fund-raising strategies and techniques that canbe integrated into virtually any nonprofit organization* Alerts you to the common pitfalls to corporate solicitation andshows you how to avoid them* Explores the impact of new technologies on corporate fundraising* Details solid strategies for taking advantage of resources otherthan cash, including in-kind donations and volunteers* Illustrates key points with fascinating and instructivereal-world case studies* Arms you with an array of forms, checklists, sample documents,questionnaires, and other valuable tools

Praise for Nonprofit Boards That Work "This book offers a refreshing and candid look at the challenges ofnonprofit boards. It moves away from theoretical frameworks to takeyou inside the real world of nonprofit organizations. . . . A mustfor any executive director who needs reassurance that buildingeffective boards is tough work, but well worth the effort."-SherryRockey, Executive Director, International Women's MediaFoundation "Maureen Robinson is uniquely qualified to help us understand theissues related to boards that are effective, those that are not,and why. It is certain that board members, potential board members,and executive directors who read this book will better understandtheir roles and responsibilities, and will be better able to avoidcommon pitfalls. As a result, the impact of their efforts on thosewhom their organizations exist to serve will be enhanced."-RonBurkard, Executive Director, World Neighbors As more than 10 million people in the United States alone say yesto board service, they also expect to see their time and talentsused effectively. This invaluable book presents a straightforwardapproach to understanding the role of the board, tailoring its workto meet the needs of specific organizations, and creating a cultureof board productivity that makes participation rewarding for boardmembers as well as the organizations they serve. Nonprofit BoardsThat Work:* Distinguishes between theory and practice and encourages boardsto explore how they genuinely add value to the work of theorganization* Goes beyond the hows and whys of nonprofit governance to providefrank advice and real-world examples of what works, what doesn't,what requires a miracle, and what can be achieved through diligentand deliberate effort* Offers practical yet flexible strategies that can be tried by anynonprofit board, whatever its current effectiveness . . . and much more to guide nonprofit organizations and theirboards toward accomplishing the goals they seek.

Critical legal information for enhancing and expanding theactivities of charitable fund-raisers As the competition for gifts grows increasingly intense, managersand fund-raisers for charitable organizations must learn how towork with tax and business law to optimize their return. Written bythe leading legal authority on tax-exempt organizations, this bookprovides an accessible approach to understanding the various lawsand offers solutions to enhance an organization's wealth andeffectiveness. Bruce Hopkins clearly explains to fund-raisers thepertinent aspects of the law, enabling them to dramaticallyincrease funding without legal missteps. He also thoroughly detailsthe steps needed to solve the fund-raiser's most pressing legalheadaches, including maintenance of tax exemption and publiccharity status, planned giving, charitable giving rules, unrelatedbusiness activities, fund-raiser's compensation, state regulations,and much more. This book provides critical answers to fund-raisers' questions suchas:* What law basics should every fund-raiser know?* Is a charitable organization required to apply to the IRS fortax-exempt status?* What are the charitable contribution deduction rules?* How do the unrelated business income rules apply tofund-raisers?* How does a charitable organization start a planned givingprogram?* What are the important elements of the fund-raiser'scontract?* What are the contents of a typical charitable solicitationact?* Can a charitable organization have a taxable subsidiary?* When does a fund-raiser need a lawyer? With its comprehensive coverage of the legal issues that nonprofitorganizations face, The First Legal Answer Book for Fund-Raisers is a powerful resourcethat every fund-raiser must have!

Until very recently, popular belief held that business skills were not needed at charitable organizations. No longer. Far from interfering with an organization s ability to provide needed services, techniques such as marketing, cash flow analysis, property management, and good use of technology all contribute to a charitable organization s mission capability. Unlike a not-for-profit that thinks of itself as a charity, the successful not-for-profit is really a mission-based business. In an era of rapid change, increasing competition, and the need for more accountability to governments, foundations, insurers, and donors, knowing how to innovate, compete, and take reasonable risks on behalf of the mission is critical. It is, in short, the era of the social entrepreneur. The skilled social entrepreneur has the ability to get the most mission out of the resources at hand including traditional business techniques. Finally, here is a book that will help you learn their techniques. In Social Entrepreneurship, you will learn how successful social entrepreneurs: * Focus on community wants and needs* Match those with core competencies to provide the quality services* Assess risk and gauge opportunity* Develop new project ideas and test their feasibility* Write a business plan* Project finances in the plan* Tap into new sources of funding * Develop the idea of social entrepreneurship throughout the organization* Make sure that mission, not money, is the bottom line Also included are the seven essential steps of the not-for-profit business development process, real-world case studies, sample business plans, and a self-assessment process to determine if your organization is ready for social entrepreneurism. In addition to entrepreneurs, middle managers, policy setters, volunteers, and a host of other important staff members will get value from the mission-beneficial information in this book. Most important, Social Entrepreneurship will help you to help your organization succeed and thrive and make your job more interesting and productive. Praise for Social EntrepreneurshipThe Art of Mission-Based Venture Development "A great read . . . contains both the theoretical underpinnings and practical applications that those of us in nonprofit leadership badly need. I will share it with my management team and board." Joseph M. Hafey, President and CEO, Public Health Institute "A sound, practical guide for developing social entrepreneurs. Brinckerhoff makes taking mission-related business risks on behalf of the people served less risky with the step-by-step application of business ideas and techniques. Warnings, real-world examples, and hands-on advice keep the reader on track to sensible risk taking." Connie Kirk, President and CEO, Tommy Nobis Center "Peter C. Brinckerhoff s new and masterfully written book has a lot of practical information in it for any organization that wants to learn how to become and stay entrepreneurial. Brinckerhoff provides the right kind of information to any organization interested in succeeding in a highly competitive and service-oriented environment . . . [and] stresses the importance of an organization s encouraging innovation and risk only if it does not lose sight of its core values, its strengths, and its mission. That is excellent advice for any organization and for anyone who ventures into entrepreneurial waters." Andrew H. Souerwine, PhD, Emeritus Professor of Management and Organization The School of Business Administration, University of Connecticut

Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group

FROM GRANTMAKER TO LEADERThe past one hundred years has borne witness to an extraordinaryrevolution in the constitution and activities of philanthropicfoundations. The evolution of the governance of foundations-fromfounder to family to professionals to institutions-has necessarilyaltered the role that foundations play within a society. Ascommunity foundations, for example, strengthen the essentialcommunal fabric and help all organizations gain a financialfoothold, they find themselves at times in conflict with commercialgift funds, whose transactional nature between the donor and theorganization stimulates philanthropy in a wholly different fashion.From Grantmaker to Leader: Emerging Strategies for 21st CenturyFoundations takes stock of this shifting landscape, presenting boldleadership strategies for directing philanthropic organizationsinto the unchartered waters of the future. Seasoned foundation executives Frank Ellsworth and Joseph Lumardaassemble an all-star roster of insider contributors, dividing theirtrenchant study into three sections. "From Carnegie to Gates: TheChanging Faces and Needs of Philanthropy" examines the history offamily and community foundations and how the turmoil of the "NewEconomy" will affect these organizations in the future. SectionTwo, "The Foundation's New Reach: The Emerging Role of Leader,Communicator, and Facilitator of Change" addresses the criticalresponsibility of effectively articulating a foundation's message,showing how messages can successfully penetrate the media. Finally,the third section "Building the Foundation Board of the 21stCentury: Diversity and Strategic Planning" analyzes all aspects offoundation boards of directors, including their makeup,responsibilities, backgrounds, necessary diversity, and the role ofboards in foundation planning. Throughout all three sections, FromGrantmaker to Leader tackles all the critical issues facingphilanthropic foundations today, such as:* Transfer of wealth* Legislative concerns* IRS audits* The role of foundations in public policy issues, such as campaignspending* Accountability* Planned giving* Assessment of the effectiveness of giving* Socially responsible investment and social return oninvestment Even as the very nature of foundations has changed, a fundamentalquestion remains: will philanthropies play a more pervasive role insociety's future or will their influence forever remain elitist andselective? Writing directly for trustees, practitioners, foundationCEOs and CFOs, and every philanthropic professional, Ellsworth andLumarda make the convincing case that foundations matter more thanever, offering proven strategies for philanthropic success. FRANK L. ELLSWORTH is a vice president at Capital Research andManagement Company, where he oversees and coordinates programs andservices to endowments in Los Angeles. JOSEPH LUMARDA is the Executive Vice President of External Affairsfor the California Community Foundation in Los Angeles.

Second to none in critical legal information for enhancing theresults of charitable fund-raisers in the new millennium As the competition for gifts grows increasingly intense in the newmillennium, managers and fund-raisers for charitable organizationsmust learn how to work with tax and business law to optimize theirreturn. Written by the leading legal authority on the lawregulating charitable fund-raising, this companion to theindispensable First Legal Answer Book for Fund-Raisers providesmore accessible approaches to understanding federal and state lawsand offers additional solutions to enhance an organization's wealthand effectiveness. Bruce Hopkins clearly explains to fund-raisersthe pertinent aspects of the law, enabling them to dramaticallyincrease funding without legal missteps. He also thoroughly detailsthe steps needed to solve the fund-raiser's most pressing legalheadaches, including the troublesome intermediate sanctions rules,property valuation issues, the gift substantiation rules,disclosure requirements, estate planning, the securities andantitrust laws, IRS audits, and much more. This book provides critical answers to fund-raisers' questions suchas:* How do the intermediate sanctions rules apply tofund-raisers?* What are the rules as to property valuation?* How do the gift substantiation and quid pro quo contributionsrules work?* What disclosure rules apply?* What rules apply to auctions and other special events?* What should the fund-raiser know about estate planning?* How do the postal, securities, and antitrust laws apply?* How does the IRS audit fund-raising?* What are the major changes in the law since publication of TheFirst Legal Answer Book for Fund-Raisers? With its comprehensive coverage of the legal issues that charitableorganizations engaging in fund-raising face, The Second LegalAnswer Book for Fund-Raisers, combined with The First Legal AnswerBook for Fund-Raisers, is a powerful resource-and first-choicereading that every fund-raiser must have. www.wiley.com/nonprofit

Become a More Effective Manager-and Have More Fun Doing It From the nonprofit world's most beloved columnist come easy lessonson how to become a better, and happier, manager. This book weavestogether many of the most important ideas found in ThomasMcLaughlin's hugely popular Nonprofit Times columns into a highlyentertaining, motivating, and educational guide for nonprofitmanagers. McLaughlin's affable but always dead-on treatment of therealities of the nonprofit world provides managers with a bold newperspective on their industry and their roles in it. The book showshow essential it is to managers' well-being to keep in mind thatthey are more than the sum of their individual tasks, and it offersthe support that so often eludes them. Trade Secrets for Nonprofit Managers arms you with valuable toolsand tips for professional and organizational development and showsyou how to:* Use the unspoken truths of nonprofit management* Make the connection between vision and mission* Challenge the subtly counterproductive niceties affordednonprofits in order to get things done Get informed, inspired-and entertained-with this one-of-a-kindguide to one of the fastest growing sectors in our economy.

FROM THE AUTHOR OF THE "BEST NEW NONPROFIT BOOK"!-The Alliance forNonprofit Management This practical, comprehensive, and easy-to-use workbook provideskey tools to help managers of nonprofits ensure that theirorganization pursues its mission, meets the changing needs of thecommunity-and has enough money to make ends meet-while alsosatisfying the demands of funders, clientele, boards, staff, andbankers. Designed to equip nonprofit managers and other nonprofitworkers with the guidance they need to do their jobs and run theirorganizations more effectively and efficiently, this workbook isalso a hands-on tool to help implement the ideas in the author'shighly regarded Mission-Based Management. Filled with indispensablechecklists, worksheets, forms, displays, and hands-on suggestions,and including a companion CD-ROM, the Workbook will show you how tosmoothly and successfully:* Hone your organization's core competencies* Focus your resources* Improve overall mission capability* Get the most out of group discussions* Utilize self-assessment tools ... and much more to help you and all involved help yourorganization achieve its mission

Step-by-step guidance, insider tips, and all the tools you need tocreate budgets and financial plans that win grants Grants are a major source of funding in the nonprofit sector, andnonprofits invest considerable time, effort, and resources intoobtaining them. A key aspect of any successful grant applicationinitiative is budgeting and financial planning. A well-craftedbudget, clearly delineating when, where, and how grant moneys willbe applied, goes a long way toward selling a grantor on anapplicant's vision. Unfortunately, many nonprofit professionalslack the know-how required to create budgets that instill grantorswith confidence. This book fills that much-needed gap. AuthorsJames Aaron Quick and Cheryl Carter New walk you through the entirebudgeting process, providing invaluable insider tips, guidelines,and rules of thumb. More importantly, they provide you withindispensable guidance including a complete, step-by-step budgetingsystem, with each step fully documented and accompanied by anarsenal of powerful tools, plus much more to help you transformyour organization's vision-and mission-into reality.

Nonprofit managers have been slow to embrace the digital age.Although technology has transformed the face of the for-profitsector and how it operates, nonprofit use of technology to improveinternal functioning and to change the way services are deliveredis almost nonexistent. These limitations actually have opened thedoor for for-profits to "compete" successfully for traditionalnonprofit business, such as moving people from welfare towork. ManagingNonprofits.org is both a call to action and a roadmap forchange. Each chapter defines an element of Dynamic Management andidentifies "digital hotspots" or places within that element, andthe nonprofit's implementation of that element, where digitalissues will most likely arise and need to be addressed. Inaddition, at the end of each chapter, Maxims of Dynamic Managementor core truths that the authors have found helpful to follow intheir day-to-day experience as nonprofit leaders in bringingDynamic Management to their organization are provided. Finally, theauthors highlight the experience of various nonprofit andfor-profit organizations that have successfully made elements ofDynamic Management a reality in their organizations.

MISSION ACCOMPLISHED As not-for-profits must increasingly achieve greater results with less resources, they are continually seeking ways to use such scarce resources with more economy, with greater efficiency of processes and people within their organizations, and with increased effectiveness of results in order to further their missions. Whether used alone or together with other tools such as benchmarking, activity-based management, and flexible budgeting, the operational review is the tool best used to perform an evaluation of these crucial three e's-economy, efficiency, and effectiveness. This book shows not-for-profit managers why conducting an operational review can be beneficial, explains the tools and personnel needed to conduct the review, and shows in detail how to conduct a review of operations in each area. It includes case study materials for a social service agency, a museum operation, an arts organization, a community service agency, and a college business office. Here is accessible, comprehensive coverage of:* How to approach an operational review, judge its results, and make recommendations to management* How to position your not-for-profit organization more effectively in the competitive world of funding, personnel, resources, and service results* How to identify and implement best practices within funding and operational constraints in all areas of the not-for-profit's operations in an organized program of continuing improvements . . . and much more, including extensive exhibits, forms, working tools, checklists, and examples for conducting an operational review throughout all functions of a not-for-profit organization. Executive directors, outside auditors, CPAs, manage-ment consultants, boards, fund-raising executives, and all others involved in the not-for-profit's operations will learn to get the most for their mission from this indispensable book.

A hands-on resource that shows nonprofits how to adopt entrepreneurial behaviors and techniques The rising spirit of social entrepreneurship has created all kinds of new opportunities for nonprofit organizations. But at the same time, many are discovering more than their share of challenges as well. This essential book will help anyone in the field gain the necessary skills to meet these challenges. Written by the leading thinkers and practitioners in the field, Enterprising Nonprofits offers concise and engaging explanations of the most successful business tools being used by nonprofits today. The authors clearly describe all the concepts so you'll be able to embrace the methods of social enterprise for your organization. With this book, you'll learn how to use practical business techniques to dramatically improve the performance of your nonprofit. Praise for Enterprising Nonprofits "I can't imagine a better team to bring powerful insights and practical guidance to social entrepreneurs. Readers will be inspired by the examples, and then they will roll up their sleeves to apply the many useful management tools in this engaging book."-Rosabeth Moss Kanter, Harvard Business School, Author of Evolve!: Succeeding in the Digital Culture of Tomorrow "In one book, Enterprising Nonprofits does for social entrepreneurs what countless volumes have done for entrepreneurs in the business sector. A wonderful mixture of analysis, practical advice, and inspiration."-Paul Brest, President, William and Flora Hewlett Foundation All of the royalties from this book will be used by the Ewing Marion Kauffman Foundation to support continuing work on social entrepreneurship.

A SIMPLE, PRACTICAL PLAN FOR BUILDING A GREAT, EFFECTIVEBOARD Every nonprofit board wants to be great. But the reality is, feware. It's one of the great puzzles of governance. How do you moldhighly talented individuals with diverse backgrounds, limited time,and no governance expertise into an effective board? The Strategic Board provides the answer. Drawing on more thantwenty years of nonprofit experience, Mark Light outlines apractical model that overcomes the built-in deficiencies ofnonprofit boards and guides them to strategic effectiveness. TheStrategic Board(TM) model of governance is a step-by-step,easy-to-implement, multilevel course of action that enables a boardto craft a comprehensive Governance Plan(TM) that:* Develops a Leadership Plan that determines "Where to gotomorrow?"* Creates a Delegation Plan that specifies "Who does what?"* Follows through with a Management Plan that decides "What getsdone today?"* Puts in place a Vigilance Plan to answer the question "Did ithappen?" The Strategic Board approach doesn't dictate the answers. Rather,it makes sure you ask all the right questions as you outline yourgoals and focus on achieving them. It's a uniquely flexibleblueprint for better functioning that will at last connect yourboard's work about where you go tomorrow with your staff's work onwhat gets done today. Every nonprofit board dreams of greatness. Here are the tools toachieve it.

A must-have guide that enables managers and trustees of private foundations, as well as their lawyers and accountants, to successfully navigate today's increasingly complex tax laws and reporting requirements Private foundations are the most regulated of nonprofit organizations. Burdened with laws written over thirty years ago, which have become more complex and intricate, private foundations are forced to operate in a harsh legal environment. An operational or reporting mistake, no matter how innocent or inadvertent, can lead to immense tax and other penalties. To reap the charitable, tax, and other economic advantages of private foundations while avoiding the perils lurking in the myriad of tax-law traps, you must be fully informed about the basic legal requirements and the many subtleties and current developments affecting private foundations. Written by two of today's leading authorities on the laws regulating private foundations, The Legal Answer Book for Private Foundations provides this critical information in an efficient and comprehensible fashion. In clear, easy-to-understand language, the authors provide expert guidance on everything from how to set up a private foundation to how assets are invested, how funds are distributed to grantees, and how to avoid self-dealing. You'll find answers to such critical questions as:* What are the legal definitions of private foundation and public charity, and what constitutes a disqualified person? * Just what are the private foundation rules and what are the penalties for violating them?* What assets are involved in the calculations of the mandatory payout requirement?* How are self-dealing rules avoided?* What is an excess business holding?* Do foundations have to file annual returns with the IRS?* What are the alternatives to private foundations? With the increasing opportunities for the establishment of private foundations, The Legal Answer Book for Private Foundations is an invaluable resource that is mandatory reading for anyone contemplating creation of a foundation or managing or advising an existing foundation.

A Complete Guide to Personal Philanthropy Are you one of the newly wealthy with an interest in "giving back". . . an heir to money you'd like to share with a favorite cause .. . or simply someone who would like to do good in your community?There are more opportunities than ever for people of everyfinancial station to make a difference through charitable giving.But how do you choose among the many options available, and how doyou know which type of gift is best for you? Invest in Charity: A Donor's Guide to Charitable Giving will teachyou everything you need to know to devise and follow an effectivecharitable giving plan. It explains how to find the right charity;understand the tax, estate, and financial considerations; andselect a gift-whether it's a one-time cash gift or a lifelongannuity. Covering everything from researching the legitimacy of anonprofit organization to navigating the tax and estate laws thatapply to you, this guide will help you make your bequest withcomplete confidence that it's right for your charity and for you.

The 2002 Supplement includes:* A revised chapter on Contingency and Emergency PublicAffairs.* New chapters on such topics as Making your Data CollectionMeaningful, Sales for Non-Profits, Strategic Leadership ofVolunteer Organizations in an International Context, andOrganizational Culture and Not-for-Profit Organizations.