Nonprofit excellence
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Transcript of Nonprofit excellence
Creating Nonprofit excellenceAnn Rosenfield, MBA, CFRE
5 areas, 3 questions
Nonprofit excellence
1. Board Governance2. Financial Accountability and Transparency3. Fundraising4. Staff Management5. Volunteer Involvement
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?
Board Governance
ResourcesBoard SourceInstitute of Corporate DirectorsAltruvestCompassPointImagine Canada Standards
Financial Accountability and Transparency
May I see a copy of your most recent audit?Check out CRA listing
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step one – go to CRA website
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 2
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 3 search results (top of page)
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 3 Search results
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 4 – charity results (top of page)
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”
Financial Accountability and Transparency
ResourcesCanada Revenue AgencyCGA 20 Questions seriesImagine Canada Standards
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?
Fundraising
ResourcesDonor Bill of RightsAssociation of Fundraising Professionals Ethical CodeCAGP Ethical CodeImagine Canada Standards
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?
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
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?
Staff Management
ResourcesImagine Canada Standards
Volunteer Involvement
Do you pay any of your volunteers an honorarium?Do you have your volunteers undergo a police check?Who supervises volunteers?
Volunteer Involvement
ResourcesVolunteer CanadaVolunteer Bill of RightsImagine Canada Standards
Accreditation
Imagine Canada StandardsParent organization (affiliate model)Sector association
Accreditation Canada (Health)
Canadian Coalition to End Global Poverty (International development)
Questions?
Ann Rosenfield, MBA, CFREBlogs
https://www.linkedin.com/today/posts/annrosenfieldcfrehttp://charitablyspeaking.com/blog/
LinkedIn linkedin.com/in/annrosenfieldcfreE-mail [email protected]@AnnBRosenfield