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Creating Nonprofit excellence Ann Rosenfield, MBA, CFRE

Nonprofit excellence

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Page 1: Nonprofit excellence

Creating Nonprofit excellenceAnn Rosenfield, MBA, CFRE

Page 2: Nonprofit excellence

5 areas, 3 questions

Page 3: Nonprofit excellence

Nonprofit excellence

1. Board Governance2. Financial Accountability and Transparency3. Fundraising4. Staff Management5. Volunteer Involvement

Page 4: Nonprofit excellence

Board Governance

How long has your longest Board member served?Are any of your Board members related to each other as family, business, or related to staff?Has the Board Chair and Executive Director done any Governance Education?

Page 5: Nonprofit excellence

Board Governance

ResourcesBoard SourceInstitute of Corporate DirectorsAltruvestCompassPointImagine Canada Standards

Page 6: Nonprofit excellence

Financial Accountability and Transparency

May I see a copy of your most recent audit?Check out CRA listing

Page 7: Nonprofit excellence

How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016

Step one – go to CRA website

Page 8: Nonprofit excellence

How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016

Step 2

Page 9: Nonprofit excellence

How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016

Step 3 search results (top of page)

Page 10: Nonprofit excellence

How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016

Step 3 Search results

Page 11: Nonprofit excellence

How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016

Step 4 – charity results (top of page)

Page 12: Nonprofit excellence

How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016

Step 4 – Financials at a glance & salaries. Note that Salaries may be paid as “Professional and consulting fees”

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Financial Accountability and Transparency

ResourcesCanada Revenue AgencyCGA 20 Questions seriesImagine Canada Standards

Page 14: Nonprofit excellence

Fundraising

Do you do a lottery?Do you pay staff or vendors a commission, percentage or finders fee?Has your organization adopted one of the fundraising codes of ethics?

Page 15: Nonprofit excellence

Fundraising

ResourcesDonor Bill of RightsAssociation of Fundraising Professionals Ethical CodeCAGP Ethical CodeImagine Canada Standards

Page 16: Nonprofit excellence

CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

CAGP Ethics Codehttps://www.cagp-acpdp.org/en/code-of-ethics

Imagine Canada Standardshttp://sectorsource.ca/standards/standards-resource

AFP Ethics Codehttps://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf

Ethics - Fischer ModelAlternattives 1 2 3

Mission

Promote/detract mission?Relationships

Affect long-term relationships?Personal integrityCan you be the person you wish?

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CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

CAGP Ethics Codehttps://www.cagp-acpdp.org/en/code-of-ethics

Imagine Canada Standardshttp://sectorsource.ca/standards/standards-resource

AFP Ethics Codehttps://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf

Ethics Codes & Standards

Page 18: Nonprofit excellence

Staff Management

Are any of your staff related to a Board member or donor?Are any of your volunteers operating as unpaid staff?Do you have a person in charge of Human Resources who has some external training in this area?

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Staff Management

ResourcesImagine Canada Standards

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Volunteer Involvement

Do you pay any of your volunteers an honorarium?Do you have your volunteers undergo a police check?Who supervises volunteers?

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Volunteer Involvement

ResourcesVolunteer CanadaVolunteer Bill of RightsImagine Canada Standards

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Accreditation

Imagine Canada StandardsParent organization (affiliate model)Sector association

Accreditation Canada (Health)

Canadian Coalition to End Global Poverty (International development)

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Questions?

Ann Rosenfield, MBA, CFREBlogs

https://www.linkedin.com/today/posts/annrosenfieldcfrehttp://charitablyspeaking.com/blog/

LinkedIn linkedin.com/in/annrosenfieldcfreE-mail [email protected]@AnnBRosenfield