Note: This post is adapted from a recent presentation to the Maine Planned Giving Council. Thanks to MPGC! My planned giving story begins more than twenty years ago, when my spouse and I created our first wills. In addition to including our daughter, niece, and nephew, we designated six nonprofits to each receive a small percentage of … [Read more...]
The Talmud of Zoom
In the Jewish tradition, the Talmud is one of the core books: a primary source of Jewish law. The Talmud is drawn from centuries of oral teachings and includes the opinions of many, many rabbis. It was compiled about fifteen hundred years ago, with more commentary added in subsequent centuries. I’m no scholar, but what I most … [Read more...]
Post-pandemic icebreakers
A few weeks ago, I led my first in-person, indoor job in 18 months (!) I traveled to Maine to facilitate a planning meeting for the Coastal Rivers Conservation Trust, a long-time favorite client. I had the pleasure of partnering with graphic facilitator Marsha Dunn to design and deliver the retreat. We began the day by asking … [Read more...]
100 webinars later
Earlier this month, I celebrated (!?) the one hundredth webinar, virtual meeting, or online retreat I’ve designed and facilitated during the pandemic. Looking through the list – yes, I keep a list – it’s amusing to see that the first one focused on how to organize and deliver a remote training. Little did I know… With vaccination … [Read more...]
Board president confidential
Several years ago I shared Treasurer Confidential, which described my experience as treasurer of a nonprofit board. My volunteer career has progressed and (surprise!) I’m now president of our grassroots, one-employee organization. In theory, I am well-qualified. I’ve served on multiple boards. I train boards for a living. I write books … [Read more...]
Using values to build your anti-racist fundraising program
Note: This guest post is from Laurel McCombs of the The Osborne Group. Thanks, Laurel! My colleague Bob Osborne and I have been fortunate to conduct several presentations this year on how to create an anti-racist fundraising program. As I reflect on these sessions, I want to use this post to emphasize an area that many organizations … [Read more...]
Using evaluation to “scale up” your organization
Note: This guest post is from Traci Shirachi of The Mark. Thanks, Traci! What has the pandemic revealed about your organization? Are you having a harder time maintaining and expanding the resources you need – money, staff, volunteers, focused attention – to do your work successfully? Are you overloaded with increased demand for your … [Read more...]
Consulting and COVID, Part 2: What will you keep?
In a previous post, I shared how consulting colleagues have responded to the pandemic: rethinking priorities, pivoting to new styles of work, embracing emerging opportunities. I’ve been inspired by their thoughtfulness, creativity, resilience, and commitment to justice. I asked them to reflect on what they’ll carry forward into the … [Read more...]
Consulting and COVID, Part 1: What changed?
Hey consultants! How has your work life changed over the last year? As we pass the pandemic anniversary and gradually emerge into whatever comes next, I’ve been asking peers how they’ve adapted to this new reality. Today’s post outlines changes in the world of consulting, training, facilitation, and self-employment. In the next … [Read more...]
Statistics and storytelling: How to turn numbers into narrative
Note: This guest post is from Dana Sanders of Osage Hill Associates. Thanks, Dana! Does the word statistics stress you out? Do you have bad memories of math class? I’m here to help. The nonprofit world is filled with data. This post outlines the methods you can use to collect data for and about your organization, and how to use what … [Read more...]
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