Charity Therapy (Jess Birken, MNM, JD)

Welcome, folks! You're tuning into our very first episode of the Charity Therapy podcast. I'm your host, Jess Birken, attorney and the owner at Birken Law Office, and I’m joined by my super cool co-host and wing woman, Meghan.

I’ve worked in the nonprofit sector for most of my professional life, and I can’t wait to share it all with you. You know - the ups, downs, and those pesky curveballs - that this sector tends to throw at us. 

In this episode, we introduce ourselves, and you'll hear all about our adventures in the nonprofit sector. We talk about how we got into nonprofit work (hint: it wasn't a straight path), why we decided to start Charity Therapy, and why it's absolutely crucial to have honest conversations about the issues nonprofits face. We're basically your tour guides - ready to help you navigate through the world of nonprofits.

But here's the thing: We can't do this alone. We need you! Your ratings and subscriptions can help us reach more folks and amplify the impact of our content. Plus, we want to hear your stories, questions, triumphs, and tribulations. Every story matters to us, no matter how small.

Buckle up, and let's get started!

In this episode, you will hear:

• Who we are & why we started Charity Therapy 
• What is Charity Therapy and what you can expect in an episode
• Why we NEED to openly discussing common issues nonprofits face
• Our aim to create a community where everyone can learn, grow, and navigate the nonprofit world together
• How to send over YOUR questions and stories

Resources from this Episode

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Nonprofit organizations are not static, stagnant organizations. They grow and change over time (and that's usually a good thing!).

What happens when you grow a little past the original vision for the nonprofit organization? How do make sure you stay compliant and do things right, even when you're doing something radically different or new? And when can change become a bad thing? Tune in to hear Meghan and I talk about exempt purposes, mission drift, governance updates, and more!

• Join me on Facebook
• Subscribe to my newsletter

Related: [PODCAST] Nonprofit Mission Mission Statement: The Mission Is Your North Star

Everyone has that one person in their life who just keeps talking about cryptocurrency, right? But it’s not just for the tech and finance people anymore. In this episode, my BFF Paul and I talk all about bitcoin for nonprofits. What it is, how to buy it, and how to leverage Bitcoin for your mission! Don’t worry about your eyes glazing over – I promise we don’t get too technical.

• Get Paul’s recommended resources on Bitcoin
• Join me on Facebook
• Subscribe to my newsletter

Related: [PODCAST] Magical Consulting Dust

In the nonprofit world, you see "501(c)(3)" all over the place. But what does that really mean (or not mean)? In this episode, Meghan and I talk through some questions all about IRS tax exemption. Can one organization have multiple tax exempt statuses? What happens if you lose your status? Tune in to find out!

• Join me on Facebook
• Subscribe to my newsletter

Anyone who has been a part of fundraising for Nonprofits knows it’s all about building relationships – not just the all-mighty dollar. That’s why I invited Ephraim Gopin from 1832 Communications  back on the pod to share his thoughts on #GivingTuesday and what kind of nonprofit fundraising is actually right for you! How do you start fundraising before you get your 501c3 status? What happens when money doesn’t magically fall from the sky? Plus, he shares some giving statistics surrounding the holidays that you’re gonna want to know right now so you can set yourself up well to crush it this year. Tune in to learn more!

• Join me on Facebook
• Subscribe to my Newsletter

Hey there! Welcome back to another exciting episode of Charity Therapy! We’re diving into the complexities of moving a nonprofit organization this time.

Yes, you heard that right - relocating an entire nonprofit. Sounds like a piece of cake, right? Well, not exactly. Even for the smallest nonprofits, it’s not as simple as finding a new address. 

In this episode, we tackle a listener's question about moving to a different state, and trying to take “their” nonprofit along with them (and whether they should in the first place!). If you think that's as simple as packing up and moving your home, you're in for a surprise! We'll guide you through the complications - from board member requirements to tax exemptions and employment laws. 

But that's not all. We also take a deep dive into the situations where you’d want to “relocate” an organization in the first place. Is there only one person involved in the nonprofit? What about the board of directors and community they’re leaving behind?  Will the operations even be necessary in your new community? We ponder these questions and much more.

Sit back, get comfortable, and join us! Remember, we're all in this crazy nonprofit world together!

In this episode, you will hear:

• How even the smallest nonprofits deal with complex regulations, similar to Fortune 500 companies
• What it means to “move” a nonprofit (hint - it’s not what you think!)
• The trouble with having a nonprofit of one 
• The legal requirements to register a nonprofit in a new state vs. creating a new entity
• A listener's question about relocating a nonprofit and dissecting potential complications
• Why passionate people may need to consider volunteering at an existing organization instead of starting their own nonprofit 

Resources from this Episode

Nonprofit Financials 101 with Megan Tarnow: youtube.com/playlist?list=PLJhdDWJL-yvzs3eaDaAHbQnPsbF8D-VTV

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

With the coronavirus pandemic, things are changing every single day. It's easy to miss out on some of the updates. So, I called my friend and colleague Chad Staul to come and talk about the new paid leave laws that go into effect today. Every small business, nonprofit or for-profit, with less than 500 employees should tune in - this affects you!

• Join me on Facebook
• Subscribe to my newsletter

If you're a nonprofit leader in 2020, you're probably taking another look at the org's diversity, equity, and inclusion efforts. It might be tempting to just add a diversity goal to your next strategic plan and call it a day - but that doesn't address the real problem. My guest Reid Zimmerman sat down with me to discuss one of the secret causes for the lack of diversity in nonprofit organizations.

• Order Reid's book
• Join me on Facebook
• Subscribe to my newsletter

Where there are people, there are people problems. And in voting member nonprofits, you've got a lot of people. So in this episode, we tackle listener questions about members and the issues that can come from the voting membership. What do you do when you have one member that causes a ruckus? Or what if you want to get rid of your voting members? Tune in to find out!

• Join me on Facebook
• Subscribe to my newsletter

Executive committees – what should they really do anyway? Spoiler alert – not as much as you think! Some nonprofit boards have a nasty habit of relying on an executive committee to be the board within the board, and that can lead to a culture disaster. In this episode, Jess and Meghan hear from questioners on both sides of this messy governance dynamic. Don’t miss one!

• Check out our DIY Bylaws Tool
• Join me on Facebook
• Subscribe to my newsletter

Have you ever thought about what your nonprofit looks like to the rest of the world?

Well, buckle up because we're diving headfirst into the wild world of branding with Justin Bieganek. We're not just talking logos and colors; we're getting into the nitty-gritty of what makes your nonprofit tick and how to connect with people's hearts—not just their wallets.

Picture this: You run a cat rescue, right? You've been all about giving older and disabled kitties a cozy place to land for years. But now you're doing so much more, from helping with vet bills to teaching pets fancy tricks. And your board's like, “Should we change our name?” You're freaking out because, let's be honest, that sounds like a ton of work. Justin's here to help us figure out if a name change is the cat's meow or if it will just cause a fur-ocious headache.

We're keeping it real and talking about the scary stuff, too, like what if your supporters don't dig the new name? Justin's got some wizard-level advice for navigating those choppy waters. We're all about making sure your nonprofit is dressed to impress and ready to attract new folks who are just as passionate about your cause as you are. And hey, if you're feeling a bit like a scaredy-cat about all this change, that's okay! Change is tough, but we've got your back.

Come join us for some laughs, a few “aha!” moments, and maybe even a lightbulb or two going off as we tackle the big, bold world of nonprofit branding.

In this episode, you will hear:

• The heart of nonprofit branding—it's more than just a logo!

• A cat rescue's branding pickle: Should their name change after expanding their mission?

• Why it's crucial for names to mirror your identity

• The courage to evolve and the strategy to keep your mission, vision, and values intact

• Rebranding as a means to energize your team, draw new talent, and strengthen community ties

• How envisioning success can turn those scary feels into rebranding thrills

• Justin’s thoughts on tackling stakeholder resistance

• Connecting and turning your brand into a community's heartbeat

Resources from this Episode

Learn more about Justin & Mercury Creative Group: https://mercurycreativegroup.com/

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Are your nonprofit board meetings productive as they can be? Or do you walk away feeling like you wasted time and didn't get much done? It doesn't have to be that way! Matt Homann from Filament joined me to answer some burning nonprofit questions about how to hold a better meeting. Get Matt's meeting planning tool here.

• Join me on Facebook
• Subscribe to my newsletter

Your nonprofit's mission is only as strong as your ability to share it. So how do you tell your story in a way that inspires people to engage, give, and share your mission? I'm joined by Emmy-winning video creator and creative strategist Erica Hanna to answer that very question! Tune in to the learn the secret to strong storytelling and how make videos that just don't stink.

• Check out Erica's Smart Phone Video Workshop
• Join me on Facebook
• Subscribe to my newsletter

You can’t (and shouldn’t!) envision every bad thing that might happen at a nonprofit. Nobody’s got time for that! But you do need to be prepared and protected – and that means insurance! We’re pulling this episode out of our backlist where insurance broker Tom Wertish of Options Insurance answers allllll your burning insurance questions. What kind of insurance do you need to cover volunteers or 1099 contractors? Plus – are your contractors even contractors in the first place?? Don’t miss this fan favorite!

• Check out the MN Attorney General guidance on 1099 vs W2 and the IRS test form to determine if your staff are contractors or employees.
• Join me on Facebook
• Subscribe to my newsletter

Welcome to another episode of Charity Therapy! This time, Meghan and I dive into the emotional and often tricky process of nonprofit dissolution. It's a rollercoaster.

We'll talk about what happens to leftover funds and how to make sure they go to the right places, respect donor wishes, and keep the nonprofit’s mission alive. Plus, we've got some advice for a former executive director wrestling with how to distribute those remaining funds in a meaningful way. Spoiler: sometimes, overthinking can be the real villain.

In the second half of the episode, we flip the script and invite you to join our community. We want to hear your stories, questions, and feedback—anonymously, of course. Your ratings and comments, especially those shiny five-star ones on Apple, help us keep bringing valuable content to the nonprofit world. And hey, I even compare our intense discussion to taking a cold shower—refreshing but definitely eye-opening.

Lastly, remember, we’re all in this together. The nonprofit world can be tough, but you’re not alone. Grab your headphones, get comfy, and let's dive into this heartfelt and insightful episode. You won’t want to miss it!

In this episode, you will hear:

• The tricky process of dissolving a nonprofit

• How to handle leftover funds without breaking a sweat

• IRS guidelines for transferring assets

• A former executive director’s question about making big donations to a few nonprofits or spreading the money around

• The emotional struggle of letting go of a nonprofit closing down

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

We’re reviving a fan favorite for this episode, so roll up your sleeves and dust off that old book of parliamentary procedures. Do nonprofits legally need to follow Robert’s Rules of Order in their board meetings? That’s a quick answer – NO. Tune into this episode to hear all the ways Robert’s Rules can get in the way of your governance.

• Grab a copy of my Nonprofit Board Meeting Survival Guide.
• Join me on Facebook
• Subscribe to my newsletter

How often do people's childhood dreams become reality? Considering how few astronauts there are in the world, I'd say it's pretty rare. But Therese Gruba made it happen. Therese is the co-founder of New Hope for Families, a faith-based nonprofit in northern Minnesota that supports foster families, and she sat down with me to talk through her journey of making her dream a reality.

• Learn more about New Hope for Families
• Join me on Facebook
• Subscribe to my newsletter

It's me again--ready to challenge what you think you know about the nonprofit sector.

In this episode, I invite my guest - my 14-year-old - Max, to take a deep dive into the world of nonprofit boards. We're pulling back the curtain to reveal the roles of board members and officers, including the president, treasurer, and secretary. We also get into the nitty-gritty of the legal implications of compensating these folks. I promise you, this episode will not only feed your curiosity but will likely stir up some fresh thoughts about board dynamics. 

We also touch on the heart and soul of any successful nonprofit - effective communication and collaboration. We chat about decision-making processes and how vital every team member's input is. Max and I stress the need for clear policies and procedures - a magic key to navigating potential people problems and creating a good org culture. 

You're in for a treat as this isn't just a chat about nonprofits - it's about redefining how we perceive them.

In this episode, you will hear about:

• The different roles within nonprofit boards(like the president, treasurer, and secretary) 
• Why you shouldn’t pay your board members 
• Why you need clear policies and procedures 
• How to include the entire board in discussions and how important it is that everyone feels heard
• Some of the challenges of getting more diversity on nonprofit boards
• Whether nonprofit board presidents can have a veto power 
• Advice for creating solid policies and procedures for your nonprofit board

Resources from this Episode

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

The episode on Robert’s Rules: https://birkenlaw.com/charity-therapy-podcast/join-me-on-my-soapbox/

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hang tight – we’re going alllll the way back to our very first episode for this special Halloween celebration! Jordan Couch, lawyer from Tacoma and friend of the pod, came on to answer some ~spooky~ nonprofit questions and brainstorm Halloween puns. Are you haunted by unfinished business at your nonprofit? Spooked about witchy board members? Don’t miss this one!

• Join me on Facebook
• Subscribe to my newsletter

There's a large and thriving part of the nonprofit sector made up of arts organizations – but not every arts org can or should be a nonprofit. So, what's the difference really? And if nonprofit isn't the right fit, how are you supposed to get funding then?? Andy Sturdevant, the Artist Resources Director at Springboard for the Arts, joins me to answer these questions and more!

• Join me on Facebook
• Subscribe to my newsletter

We’ve got a vocab lesson for you today – what’s the difference between a nonprofit chapter and a nonprofit affiliate? I don't blame you if you don't know - most people use those words interchangeably! How can you tell the difference, and why does it matter? In this episode, Meghan and I break it all this down and more, all in pursuit of the big question – should you stay a chapter or not? Don’t miss this episode!

• Join me on Facebook
• Subscribe to my newsletter

How do you keep your donors engaged and invested in your mission? Matt Barnett of Bonjoro sat down with me to talk about the future of donor engagement - personalized video. Listen in to find out how personalized videos can set you apart from other orgs and help create donors that are superfans of your nonprofit.

• Check out Bonjoro
• Join me on Facebook
• Subscribe to my newsletter

As the world slowly (or quickly) re-opens this summer, tons of nonprofits are left wondering what their post-pandemic offices and operations will look like. That's why I asked my friend and business law attorney Inti Martínez-Alemán of Ceiba Fôrte Law Firm to join me and answer some of the big re-opening questions. Can you require your employees to be vaccinated? Who does HIPAA apply to anyway? How can you make sure you won't get sued if someone catches Covid? Tune in to find out!

• Join me on Facebook
• Subscribe to my newsletter

This episode is a throwback to March of 2020 when hosts Jess and Meghan were joined by Jim Hall to talk through some tricky nonprofit questions.

• What happens to leftover money when a nonprofit organization closes its doors?
• What happens when you have a funder that's making things difficult?
• Are nonprofit organizations allowed to give money to for-profits?

Listen in to get the answers to these questions and more!

• Join me on Facebook
• Subscribe to my newsletter

Shutting down a nonprofit organization is a whole messy process – from the legal requirements to the emotional impact, there’s a lot to consider. Meghan and I teamed up for this episode to answer your questions about nonprofit dissolution. When do you know it’s time to dissolve? What happens if you actually accomplish your mission? What do you do with leftover money? Tune in, and let’s get existential!

Today on Charity Therapy, Jess shares some real talk about the wild world of nonprofit tax forms.

Yeah, we know taxes can be a snooze fest, but stick with us! In this episode, we’re bringing on the legendary Eve Borenstein, who's basically the superhero of IRS Form 990. Together, we're tackling the crazy challenges you face with these forms and helping keep your nonprofit from getting lost in the IRS maze.

Have you ever felt like pulling your hair out when dealing with the IRS? You're not alone! Eve and Jess chat about why the IRS seems stuck in the dark ages and how it's messing with nonprofits big time. We're dishing out the juicy details and even some nonprofit gossip that you can actually find on these forms. Yeah, gossip – who knew tax forms could be so telling?

We also get into the nitty-gritty of the public support test. It sounds like a big deal because it is – it's the thing that keeps your nonprofit in the clear for tax-exempt status. Plus, we're sharing some horror stories from nonprofits just like yours that have been through the wringer with the IRS. And guess what? We've got some handy tips and tricks to help you come out on top.

Grab your life vest, and let's navigate these choppy nonprofit tax waters together!

In this episode, you will hear:

• “Queen of the 990” Eve Borenstein spills the tea on keeping your nonprofit from sinking in IRS drama

• Learn how to avoid the automatic "you're outta here" from the IRS

• What to do if the IRS messes up your 990 forms

• The scary public support test and showing you've got a bunch of different people backing you up – not just one big spender

• The short-staffed IRS causing major headaches for nonprofits

• Stories of IRS chaos and tips on dealing with it

• Weird penalty letters from the IRS and keeping your cool

• How filing your 990 is like your nonprofit's yearbook – it tells your story

• Straight talk from Eve on how the IRS's old-school tech and understaffing are making life tough for nonprofits

Resources from this Episode

Contact the IRS about an erroneous revocation: www.irs.gov/charities-non-profits/automatic-exemption-revocation-for-non-filing-action-required-by-organization-with-documentation-that-it-filed

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

When is it time to give up and admit that it's just not working. In this episode Jess and the Birken Law team talk about giving up the ghost on a failed nonprofit; boards that throw in the towel; terminating problem members; an ED that needs to stop using her personal bank account; and, whether you should kill your volunteer program.

• Follow me on SoundCloud
• Join me on Facebook
• Subscribe to my newsletter

We’re entering 2022 and closing in on two full years of our pandemic reality – meaning that nonprofits are still making big decisions about how to keep afloat and serve their communities while handling nonprofit crisis after nonprofit crisis. That’s why we’re pulling this episode out of the backlist, where Meghan and I talk all about making the hard changes in times of crisis.

What happens when your community disagrees with the way you’ve handled things? Can you just wait it out til everything returns to “normal?” Tune in to this conversation to hear my thoughts.

• Join me on Facebook
• Subscribe to my newsletter

Related: [PODCAST] The Nonprofit Crisis Survival Guide

In this episode of Charity Therapy, Meghan and I bravely step into the IRS maze. 

Don't worry - we've got a flashlight and a sense of humor to guide us through! 

We talk about the unexpected humanity we found within the walls of this bureaucratic behemoth. We also unravel the often confusing and frustrating world of the IRS's automated systems, swapping anxiety for some much-needed clarity. 

In the second half, we take a deep dive into the world of nonprofit tax filing compliance. From the importance of filing your 990 with the IRS to the potentially disastrous consequences of neglecting it - we cover it all. 

But it's not all doom and gloom! 

Meghan and I underline the benefits of electronic filing and emphasize the importance of getting proof of filing from a trusted CPA. And yes, we also talk about the dire implications of a three-year filing lapse - buckle up, it's a wild ride!

Finally, we discuss having the right professionals guiding your nonprofit's finances. Why? Because the stakes are high, and a wrong move with the IRS can be catastrophic. We also share why you need a CPA who specializes in nonprofit accounting and how these professionals can help your nonprofit grow. 

Remember, Meghan and I are here to help you navigate these choppy IRS waters!

In this episode, you will hear:

• The bureaucratic complexities of the IRS

• The difficulties in dealing with the IRS's automated systems and some common frustrations

• Nonprofit management and tax filing compliance 

• The serious consequences of neglecting to file a 990 form with the IRS

• The implications of a two-year filing lapse

• Why not filing taxes for two years can cause a loss of C3 status

• How electronic filing can save you hassle

• The critical role of professional guidance in nonprofit management

• Hiring a CPA specializing in nonprofit accounting

• How a CPA can help guide a nonprofit's growth

Resources from this Episode

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Running a nonprofit is no easy task. Thankfully, there are TONS of resources out there if you just know where to look. I sat down with Kris Kewitsch of the Charities Review Council to talk about what holds nonprofits back and how the Council's Accountability Standards can help YOU level up your nonprofit. 

• Join me on Facebook
• Subscribe to my newsletter

Just because your organization is striving to do good, thatdoesn’tmean you’re exempt from having todeal with trolls and scammers. There’s no scam exemption application you can file! So, what can YOU doto make sure the nonprofit is protected? Tune into this episode where Meghan and I break down a fewcommon scams thattarget nonprofits and how to outsmart the fraudsters.

• Join me on Facebook
• Subscribe to my newsletter
• Check out my DIY Nonprofit Dissolution course

Related: Treat Your Nonprofit Idea Like Your Wedding

Today, Meghan and I are diving deep into the early years of running a nonprofit – that tricky “danger zone” between one to three years where everything feels like it's falling apart.

On this episode of Charity Therapy, we're chatting about how to tackle burnout, handle fundraising nightmares, and smooth out those internal squabbles that can really put a damper on things. Plus, we’ll be answering a juicy listener question about reviving a nonprofit its president unilaterally dissolved. Spoiler alert: governance drama and IRS headaches ahead!

We'll walk you through the maze of bureaucratic steps needed to bring a dissolved nonprofit back to life – or decide if it's better off staying in the grave. We’ll talk about the difference between a fully dissolved nonprofit and one that's just been left to gather dust and why that matters. Reapplying for 501(c)(3) status isn't exactly a walk in the park, but we have some tips to make it less daunting. But it's not all paperwork and processes – we also celebrate the incredible passion and dedication of nonprofit folks like you. Remember, focusing on the human element is key to long-term success and growth.

So grab your favorite drink, settle in, and join us for a conversation that's as insightful as it is relatable. And hey, if you enjoy this episode, do us a solid and leave a five-star review. Share it with anyone who might be struggling with their nonprofit journey. We’re all in this together!

In this episode, you will hear:

• Why nonprofits often hit a “danger zone” in their first three years
• The burnout, fundraising woes, and internal conflicts that spell trouble for a new nonprofit organization
• A listener’s situation where the president dissolved their nonprofit solo
• How to potentially revive a nonprofit or start fresh
• The difference between a fully dissolved nonprofit and one that's just been left hanging, and why it matters
• The tricky process of reapplying for tax-exempt status with the IRS and understanding the procedural nitty-gritty
• How to reanimate an abandoned nonprofit and the potential drama it could stir up
• Why keeping the human side in mind is key to sustained growth and wellness

Resources from this Episode

Mission Guardian: www.missionguardian.com

Sign up for the Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Organizational culture is what gets created when we’re busy doing EVERYTHING else. So, what do your fundraising practices say about your culture? We pulled this episode from the backlist because it deserves another moment in the spotlight! T Clay Buck, fundraising extraordinaire from TCB Fundraising, joins the pod to talk employee giving programs, org values, and so, so much more.

·       Download Ephraim Gopin’s e-book on Employee Giving

·       Join me on Facebook

·       Subscribe to my Newsletter

On this episode of Charity Therapy, Meghan and I are diving headfirst into the tricky world of nonprofit boards.

You're not alone if you've ever wondered why your board seems more like a roadblock than a support system. We've got a juicy listener question from someone stuck with a board that feels more like a nagging boss than a helpful partner. Can you just ditch the board entirely? Spoiler alert: it’s not that simple, but we're here to help you navigate these murky waters.

Meghan and I unravel the tangled web of board-staff dynamics. We know how frustrating it can be when board members overstep, adding more to your to-do list than you can handle. We’ll chat about the board’s legal duties (in the least boring way possible) and why they can’t just sign them away. Plus, we’ll offer real-world tips on how executive directors can manage these board relations better, ensuring everyone stays in their lane. And yes, we’ll even sprinkle in a bit of Oxford comma drama just to keep things interesting.

Whether you’re an ED who feels like you're juggling flaming torches or a staff member wishing for a little more autonomy, this episode is for you. We'll explore practical solutions like board training and third-party mediation to help smooth things out. Tune in, laugh with us, and maybe learn how to gently nudge your board in the right direction. And if all else fails, feel free to share this episode with a board member who could use a hint!

In this episode, you will hear:

• Nonprofit boards: the captain's role, steering missions. Can a weak board be ousted?

• Drama alert: Board overreach vs. staff independence. Legal duties demand balance.

• Board-staff tension eases with a playful Oxford comma debate. Spicy grammar wars!

• Boards that delegate too much. Chasing resume clout, not nonprofit passion.

• Tips for executive directors: Manage board expectations and set boundaries. No more random tasks!

• Board-staff tensions? Training and a neutral party can help clear the air.

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, my co-host Meghan and I are answering one of the top questions we get - what happens while an org’s nonprofit tax exempt status is pending?

We know that the IRS application process for 501(c)(3) status can feel like climbing a mountain in flip-flops, so we're here to break it down for you. We'll chat about the differences between the 1023-EZ form and the full 1023, and give you the lowdown on processing times and eligibility requirements. Plus, we'll answer a listener's burning question about whether you should wait for IRS approval before getting your nonprofit up and running. Spoiler alert: you don't have to just twiddle your thumbs!

But let's be real, starting a nonprofit isn't just about paperwork. It's about passion, community, and making a difference. We'll share some laughs and maybe a few zany stories as we explore the importance of community support in spreading your nonprofit's mission. We'll also talk about how you can start building those vital connections and getting things moving, even while you're waiting for that IRS letter to show up in your mailbox.

Finally, we'd love for you to join our growing community. Share this episode with your friends, hit that subscribe button, and don't forget to rate and review us. It really helps more people find us and get the support they need. And hey, if you've got a story or a question, reach out to us online. We're eager to hear from you and keep this conversation going. Thanks for being part of our journey into the world of nonprofits—you're not alone in this, and we're cheering you on every step of the way!

In this episode, you will hear:

• The real differences between the 1023-EZ and the full 1023 form—quick snack vs. full-course meal for your nonprofit!

• How long it’ll take for the IRS to review your application

• What you can and can’t do after you file the application

• How to stay out of trouble before your letter comes in the mail

• What to tell donors when you’ve applied but haven’t gotten your status yet

Resources from this Episode

Check out Next in Nonprofits: www.nextinnonprofits.com

Sign up for the Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Today, we’re diving deep into the world of nonprofit financial audits with my amazing guest, Peter Farstad. Peter is a pro when it comes to nonprofit finance, and he's here to help us unravel the sometimes scary world of audits and financial transparency. We know how daunting those big, scary financial statements can seem, especially if you're a Minnesota nonprofit pulling in over $750,000 a year.

In this episode of Charity Therapy, Peter and I chat about why sharing your financial audits with donors isn’t just a good idea—it’s a trust-builder! We totally get why your executive director might be hesitant about posting those reports online, especially if it’s a new practice. But fear not! We’ll give you the lowdown on gently nudging your organization toward more transparency, which is key for building donor trust and credibility. Plus, we throw in some humor and personal stories to keep things light because, let’s face it, finances can be a snooze-fest without a little laughter.

Whether you're a new development director or a seasoned pro looking to up your game, this episode is packed with practical tips and a good dose of empathy. Let’s dive in and make financial transparency a fun and achievable goal for your nonprofit!

In this episode, you will hear:

• Peter Farstad, a nonprofit finance whiz, breaks down the complicated world of nonprofit financial audits

• Audit 101: If you're a nonprofit in Minnesota pulling in over $750k, you're in for a financial audit ride!

• Resources like the National Council of Nonprofits for audits

• Why transparency is key and a superpower for building trust with donors

• How to handle the executive jitters about sharing financial audits

• Tips on how to smooth over any internal awkwardness about financial transparency

• Convincing your team that sharing is caring and how it can take your nonprofit to the next level

Resources from this Episode

Learn more about Peter’s firm: nonprofitfinancialacumen.com

Find out your state’s audit requirements here: www.councilofnonprofits.org/running-nonprofit/nonprofit-audit-guidec/state-law-nonprofit-audit-requirements

Sign up for the Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Have you ever tried to open a bank account for your 501(c)(3) and felt like you were navigating a never-ending maze? Well, you're not alone!

In this episode of Charity Therapy, Meghan and I are here to make that process a whole lot simpler. We’re breaking down the essential steps, from getting all your paperwork in order to avoiding common pitfalls. Whether you’re a pro or just getting your nonprofit boots on, this chat will leave you feeling ready to confidently tackle your nonprofit’s finances.

We dive into a listener's tricky situation about starting a new chapter of a 501(c)(3) and the hurdles they’ve faced with getting a bank account. Spoiler alert: sometimes the national organization isn’t being unhelpful—they might just be following the rules! With a mix of legal insights and real-world stories, we’ll explain why proper authorization is crucial and how to ensure you’re not accidentally breaking any rules.

By the end of this episode, you’ll know exactly what steps to take to open that nonprofit bank account the right way.

In this episode, you will hear:

• The must-do steps for setting up a nonprofit bank account, from getting incorporated to gathering all the necessary paperwork

• A listener's struggle with opening a bank account for a new chapter of a 501(c)(3)

• Why having the proper authorization is crucial

• The common mistakes people make when setting up nonprofit bank accounts and how to avoid them

• The lowdown on how different nonprofit structures (like chapters and affiliates) affect your banking options

• Learn why opening a secret bank account is a terrible idea, even if you have the best intentions

Resources from this Episode

Learn about nonprofit chapters & affiliates: birkenlaw.com/charity-therapy-podcast/ct097

Sign up for the Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, Meghan and I are answering the big question - can the Trump administration target nonprofits?. We’re getting real about the fears of funding cuts and increased scrutiny, and dive in on the looming threat of the HR 9495 bill, which could label some nonprofits as terrorist organizations. 

Keeping your nonprofit in good standing feels like a never-ending battle, especially with all this uncertainty swirling around. That's why we're sharing practical tips to help you armor up with preparedness and compliance. From IRS requirements to solid financial controls, we've got your back. Plus, we talk about the power of building a supportive network of like-minded pros who align with your mission.

So, what can you do to stay afloat in these tumultuous times? First, keep your affairs in order, and maybe stash away a legal defense fund—just in case. Professionalizing your bookkeeping might sound boring, but trust us, it’s a game-changer. And if you’re feeling overwhelmed, download our survival guide for more detailed advice.

We're all in this together, and with a little preparation and a dash of humor, we’ll help you steer your nonprofit through whatever comes next.

In this episode, you will hear:

• Potential threats to nonprofits during the Trump administration, especially on those working in immigration, LGBTQ+ rights, and reproductive rights

• The concerns surrounding losing funding just because your nonprofit promotes diversity and inclusion

• Tips for staying compliant with IRS rules, beefing up your financial controls, and making sure your books are squeaky clean

• All the details on the HR 9495 bill, which could let the government label nonprofits as terrorist organizations without much evidence

• How to protect your organization, no matter your mission

Resources from this Episode

Download our 2025 Survival Guide for nonprofits: www.birkenlaw.com/2025-survival-guide  

See OFAC Rules question on IRS 1023: www.irs.gov/instructions/i1023#en_US_202412_publink100022027

Sign up for the Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Jess is coming at you with another episode that's gonna knock your grant-seeking socks off.

In this episode of Charity Therapy, Jess is hanging out with the amazing Allison Welch, who's like a treasure hunter for grants, guiding us through the twists and turns of nonprofit funding. We're peeling back the curtain on that mysterious world of grant dollars, and it's not just about waving that 501(c)(3) magic wand and watching the money fall from the sky.

We're getting down to the nitty-gritty of what you really need to snag those grants – a mission statement that sticks, a rock-solid program that's just begging for support, and the financial storytelling that proves you're the real deal. And for a bit of real-world spice, we tackle a listener's pickle with reimbursement grants. Yep, they're as tricky as they sound, but fear not! We're sharing how they navigated those choppy waters and came out with their pockets full.

Now, don't go thinking this is your typical snooze-fest chat about funds and figures. Oh no, we're bringing the fun with our take on the funder-fundraiser dance, advocating for a buddy-buddy approach that could open doors to a goldmine of support. Plus, we're diving into the AI debate – can robots really help write grant proposals, or do they lack that human sparkle?

Tune in and get armed with the insider knowledge that could make all the difference for your nonprofit's future. Grab a snack, hit play, and let's conquer the grant game together!

In this episode, you will hear:

• Discover why 501(c)(3) status is just the start of your nonprofit's funding adventure

• Learn the must-haves for snagging grants: a sharp mission, a solid program, and financial docs that share your money story

• The lowdown on managing reimbursement grants

• Change your tune on fundraising: think partnership—for a dance with donors that could mean big bucks

• Chatting with funders and asking for advice to open doors to more moolah

• AI in grant writing and why human touch wins for connecting with funders' hearts and wallets

• Grants ain't fast food—they're a slow cook to success

Resources from this Episode

Allison Welch Consulting: www.allisonwelchconsulting.com

Sign up for the Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

No matter what kind of nonprofit you run, it all depends on the people. Board, staff, volunteers, program participants, partners – it’s humans involved that make the mission delivery happen. But where humans are involved, drama follows! What happens when the folks involved in the nonprofit do bad things? What do you do when you uncover fraud, prior convictions, assault, or other unsavory things in your community? And how do make sure the organization weathers the storm? Don’t miss this episode!

• Join me on Facebook
• Subscribe to my newsletter!

In this episode of Charity Therapy, Meghan and I are diving into the nitty-gritty of politics within the nonprofit world.

Have you ever wondered if your nonprofit can hire someone running for local office? Well, a listener recently asked us that very question, and we’re ready to tackle it head-on. We're going to peel back the layers of rules and regulations and discuss the potential hurdles and solutions around this tricky subject.

We're not stopping there, though. We'll also dive deep into the larger landscape of politics and nonprofits. From offering tips on navigating through the maze of regulations to discussing nonprofits' role in the political arena, we've got you covered. Plus, we'll be sharing stories from other listeners navigating similar challenges. Trust us, this is one heck of a conversation!

Whether you're a seasoned nonprofit pro or just starting your journey in this sector, we're here to guide you through these complex waters. Our goal is to make this episode both informative and enjoyable. And hey, who knows? You might even walk away with a couple of laughs!

Get ready for some charity therapy, pumpkin spice latte style (it's fall, after all!). Join us as we decode the fascinating world of politics within nonprofits.

In this episode, you will hear:

• A deep-dive into whether nonprofits can hire someone running for local office

• Pulling back the curtain on the maze of regulations around politics and nonprofits

• The roles nonprofits can and can NOT play in the political arena

• Insider tips to navigate these regulations with the nonprofit know-how

• Real-life stories from listeners navigating similar challenges

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Nonprofits are only as good as the people who run them. So what happens if you can't find talented, dedicated people? Or if the awesome people you find keep leaving? Jason Viana, Executive Director of The Open Door, joins me for this conversation about finding, and keeping, great employees.

• Join me on Facebook
• Subscribe to my newsletter

Join us for an episode with Kelly Rietow, HR Consultant at ROO Solutions, as we discuss people problems that nonprofits can face. What do you do if your boss is crossing boundaries during work? How can we prioritize paying nonprofit employees a living wage, and what are the challenges with that? Listen in and find out!

• Join me on Facebook
• Subscribe to my newsletter

Let’s be real - the IRS basically has its own language. I mean, even attorneys and CPAs find it confusing! Eve Borenstein, my hero and Queen of the 990, joins me on this episode to help us normal folks understand what we really need to know about the IRS. You may be thinking the IRS is boring….TRUST ME! Eve is the only person who can make it fun! Tune in to find out why the 990 is your best PR tool, what do you do when get mistaken penalty letters from IRS, what the public support test means, and more.

• Join me on Facebook
• Subscribe to my newsletter
• Contact the IRS about an erroneous revocation

We loved our last episode with Amy Arcand from Willow Consulting so much, we asked her to come back! Problems with nonprofits happen. When nonprofits grow and change, it’s inevitable that you’re going to hit some roadblocks. In this episode, Amy and I answer questions about problems with nonprofits. And some of them are downright messy!

How to clean up the mess an old staff member made, what to do when your board is burnt out, and how to plan for inevitable turnover in your organization. Tune in to learn more about how to handle some of these messy problems with nonprofits!

• Join me on Facebook
• Subscribe to my newsletter

Related: [PODCAST] "I Have a Nonprofit" Problems

Fundraising – every nonprofit needs to do it, but not everyone knows how to do it. That’s why Simon Scriver from Fundraising Everywhere and Everywhere+ joined me for this episode! We answer nonprofit questions about virtual events, whether “everyone is a fundraiser,” and how to change the perception of fundraisers in the sector. And I cannot make any promises about bears!

• Join me on Facebook
• Subscribe to my newsletter!

• Join me on Facebook
• Subscribe to my Newsletter

It's easy to find ways that new nonprofit founders can go wrong. But we don't often hear the stories of founders that do things right. I sat down with Heidi Semann, the founder and executive director of Parotid Patient Project, to talk about her journey to starting and running a nonprofit. Listen in to learn from Heidi's hard work and dedication and how she found the community to make this new organization successful.

• Join me on Facebook
• Subscribe to my newsletter

Lots of nonprofit boards use Robert's Rules to run their board meetings – but should they? Robert's Rules is a parliamentary procedure that's meant to keep things orderly and make it easier to make group decisions. But sometimes, the rules make things harder, not easier. Tune in to this episode to hear some listener questions about what to do when Robert's Rules go off the rails.

Go to www.birkenlaw.com/board-survival to get a copy of my Nonprofit Board Meeting Survival Guide.

Check out this resource from Guidestar about an alternative to Robert's Rules: https://trust.guidestar.org/going-for-consensus-not-roberts-rules.

• Join me on Facebook
• Subscribe to my newsletter

If you've ever felt like a deer in headlights when someone mentions grants, I’m here for you. In fact, I've got the guru of grant-getting, the scribe of success, Dalya Massachi herself, joining me on today’s power-packed episode of Charity Therapy. 

Nonprofit newbie or not, grant writing is super stressful. It’s a skill that takes practice and time to get used to, and that doesn’t happen overnight. In our chat, Dalya and I get down to the nitty-gritty of what makes a nonprofit ready to take on the grant world. Yeah, you guessed it: there’s more to it than just having your C3 status (although that's pretty important too.) We cover the eight must-haves for grant writing readiness while also diving into the dark side of grant applications and how to avoid that dreaded mission drift. 

It's all about alignment, communication, and staying true to your org's unique superpowers. But, most importantly, you’ve got to remember that it’s a process.

So, if you're feeling the grant blues or just need a little push in the right direction, tune in, soak up Dalya's wisdom (and those free resources!) and let's get those grants rolling in!

In this episode, you will hear:

• Eight must-have components for nonprofit readiness

• The FIRST framework for crafting grant proposals

• Why partnering with other community organizations can be a strategic alliance

• Tips on updating and using boilerplate grant language effectively

Resources from this Episode

Free Grants Resources: https://www.writingtomakeadifference.com/grant/

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Charity Therapy, Meghan and I break down nonprofit bylaws and everyyyyything you didn’t even know you needed to know. Trust me - by the end of this episode, you'll be a nonprofit legal eagle! From the implications of not following bylaws to debunking common misconceptions, we're laying it all out there - and throwing in a good dose of humor along the way.

We tackle a question from a listener who's a little unsure about the legal and ethical aspects of a decision made in their organization. The president of their nonprofit unfortunately passed away, and the vice president stepped in - but now he's postponing elections until 2025! Sounds complicated, right? But don't worry. We're diving deep into this and breaking it all down.

If you're confused about nonprofit bylaws or have ever wondered about the rights and expectations of voting members in your organization, this is the episode for you. We're all about bringing clarity to complex matters and reminding you that you're not alone on your nonprofit journey.

In this episode, you will hear:

• Debunking misconceptions about nonprofit bylaws

• The importance of an organization's constitution

• A listener's question about a president postponing elections after a sudden death

• The legal and ethical issues surrounding a postponed election

• Adhering to bylaws even when non-compliance may not have severe consequences

• A potential 501(c)(3) violation by an "assumed president"

• Holding a special election to maintain proper procedures

• Avoiding legal issues in nonprofits and getting professional advice when questions come up

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

It's spring 2020, and everyone is feeling a little vulnerable to being taken advantage of. Whether you're a donor or a nonprofit, how can you trust those around you? Are your donation dollars actually going to charity? Are your organizational partners really in this to pursue your mission? I sat down with my friend and ethics attorney Eric Cooperstein to talk about two lawyer-nonprofit scandals you can learn from.

• Join me on Facebook
• Subscribe to my newsletter

Hey there, it's Jess, and I'm so glad you're tuning in to this episode of Charity Therapy. We're diving into the choppy waters of nonprofit funding, especially with all the political changes shaking things up. Meghan and I are here to help you navigate these uncertain times.

We'll talk about the crucial role federal funding plays in supporting nonprofits, particularly those focused on important causes like racial justice and reproductive rights. Plus, we'll chat about how economic factors like inflation could change how donors think about giving.

Feeling a bit panicky about the potential funding shifts? You're not alone! We know it's easy to let fear take the wheel, but we've got some tips to keep you grounded. We'll discuss why separating your emotional reactions from strategic planning is essential. We'll also cover the importance of having a backup plan and knowing when to make tough decisions, like prioritizing staff retention or preparing for the worst-case scenario. We'll even tackle a real-life question from a social services agency board member about adapting funding strategies in these unpredictable times.

Grab a cup of coffee (or maybe something stronger), and join us as we explore the world of nonprofit funding. We'll laugh, we'll commiserate, and most importantly, we'll share strategies to help you stay resilient and prepared for whatever comes your way. So, if you're ready to face the funding rollercoaster with a bit of humor and a whole lot of heart, hit play, and let's dive in!

In this episode, you will hear:

• What we know (or don’t know) about upcoming changes to federal nonprofit funding
• The vital role of federal dollars in supporting nonprofits, especially those focusing on hot topics like racial justice and reproductive rights
• Keeping calm and planning ahead instead of letting panic steer the ship
• What is “rage giving” and how it might change with today’s economic challenges, like inflation and corporate decisions like Target's recent DEI pullback
• A board member's question sparks an honest talk about diversification struggles and how to prepare for the unexpected
• How to get to know your nonprofit’s financial picture. What’s your backup plan if the money train derails?

Resources from this Episode

Download our 2025 Survival Guide for nonprofits: www.birkenlaw.com/2025-survival-guide  

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Is common sense enough to run a successful nonprofit? Spoiler alert: NO! That being said, a good dose of common sense certainly helps. In this episode, your hosts Jess and Meghan are joined by Jim Hall to talk through some thorny nonprofit questions, ranging from what happens when an org goes under to how to deal with tricky funders. Listen in and see whether your nonprofit common sense is up to snuff!

• Join me on Facebook
• Subscribe to my newsletter

In this episode of Charity Therapy, we’re diving deep into the mysterious realm of nonprofit chapters and affiliates.

If you've ever been perplexed by the nonprofit world's labyrinth of structures and systems, we've got your back! Meghan and I will explain the crucial differences between chapters and affiliates (who knew they were different?!) and how they can intertwine in an intricate organizational matrix.

In this journey through the nonprofit universe, we're going to tackle the question that keeps many of us up at night: To start a nonprofit or not to start a nonprofit? For a group that’s a small chapter of a larger national org, that question can be really tricky!

We'll discuss the importance of understanding the support (if any) a national organization gives its chapters or affiliates and all the implications of going out on your own. Spoiler alert - sometimes it’s better not to start a new organization at all!

Strap in for a ride through the intricacies of nonprofit structures, full of laughs, a-ha moments, and practical advice. Whether you're a seasoned veteran in the nonprofit sector, contemplating starting your own organization, or just fascinated by this world, this episode is for you. As we say in the biz, there's never a dull moment in the nonprofit sector - let's dive in and enjoy the ride!

In this episode, you will hear:

• The differences between chapters and affiliates (and why it matters!)

• How organizational structures can easily get super complex

• The big question: Do you take a chapter and spin it off to be its own nonprofit entity?

• What kinds of support an organization may give its chapters and affiliates

• Why sometimes your group doesn’t need to be a nonprofit at all!

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

What really goes into shutting down a nonprofit?

In this episode of Charity Therapy, Meghan and I explore the emotional and legal rollercoaster of nonprofit dissolution. We kick things off by exploring the tricky differences between closing a nonprofit versus a for-profit business. Trust us—it’s not as simple as just locking the doors. We even tackle a question from a listener about a struggling local chamber of commerce. If you’ve ever wondered if it’s time to close up shop, this is the episode for you!

But wait, there’s more! We delve into the nitty-gritty of what happens to any leftover funds when a nonprofit shuts down. Spoiler alert: it’s not just about cutting a check to another nonprofit. We walk you through settling debts and fees and discuss whether a nonprofit that has achieved its mission should celebrate its accomplishments or set new goals. Plus, we sprinkle in some laughs and moments to remind you that closing a chapter can sometimes be a cause for celebration.

Grab a cup of coffee, get comfy, and let’s navigate the complex and emotional world of nonprofit dissolution together.

In this episode, you will hear:

• A listener's heartfelt dilemma about a local chamber of commerce that's stuck in the past and not keeping up with the times

• Why closing a nonprofit isn't as simple as shutting down a for-profit business

• The statutory process and why it takes six months, whether you have $2,000 or $2 million in the bank

• The complications of transferring the remaining funds to another nonprofit

• Whether a nonprofit that has achieved its mission should celebrate its success and dissolve or re-strategize for new goals

• The emotional toll of nonprofit dissolution

• A listener’s question about running leftover nonprofit funds through a personal bank account

• The importance of following the rules, even if it seems like no one’s watching

• Closing a nonprofit can be a reason to celebrate

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

I think most of us can agree (hopefully) that communication solves most problems. Right? Whether you’re a new or a seasoned Executive Director, communication with your board is KEY. Kris Kewitsch from Charities Review Council joins me on this episode to drop some nuggets of wisdom about having a great relationship with your board. Tune in to find out what do you do when the board isn’t engaged (or is too engaged!),how often you should be meeting with your board, and more!

• Join me on Facebook
• Subscribe to my Newsletter

Ephraim Gopin of 1832 Communications is a nonprofit marketing whiz, and he joined me in this episode to answer our listeners' burning questions. Should nonprofits have an employee giving program? How can you convince an old organization to modernize? What's really the difference between marketing and fundraising?

• Get Ephraim's e-book, Employee Giving: Does Charity Begin in the Office?
• Join me on Facebook
• Subscribe to my newsletter

All nonprofits, no matter their size or mission, need to think about fundraising. Where's all the money going to come from to continue to power your mission? In this episode, Ellen Bristol, fundraising expert from Bristol Strategy Group, joins me to answer listener questions about the right way to approach fundraising. Here's a hint for you – it's not just about searching up foundations to ask for money!

• Take Ellen's free Leaky Bucket Assessment
• Join me on Facebook
• Subscribe to my newsletter

Nonprofit founders are visionaries - they have a clear picture of how they can make a difference in their community. But breaking down that vision to the nitty-gritty details for your IRS application's narrative statement can be tough. Tommy Hoffman, founder of Sober Farms, was in this exact spot. He knew what he wanted to do, but he wasn't sure how to communicate that to the IRS. Listen to our conversation to learn how any founder can drill down to the details and create a winning narrative statement!

• Join me on Facebook
• Subscribe to my newsletter

When you think about fundraising, lots of us think about DOLLARS. It’s all about raising that revenue, dollar by dollar, right? But what if we changed the way we think about fundraising altogether? This week’s guest, Noah Gerding, fundraiser extraordinaire, breaks down how the best way to increase those dollars is to focus instead on the relationships. Tune to hear about what you should do to reliably raise revenues and how to track what REALLY matters!

• Join me on Facebook
• Subscribe to my newsletter

We’re all focused on the goals and dollars when it comes to fundraising, but what about the paperwork? That’s why I invited Warren Harmon from URS Compliance to join me on this episode. Warren helps nonprofits get compliant when fundraising, no matter what state they’re in. What do you need to know when you add that “Donate Now” button to your website? What do you do when you forget to file your renewals? How many states do you actually need a license to fundraise in? Tune in to learn more!

• Join me on Facebook
• Subscribe to my newsletter!
• Check out state charitable registration requirements

Lots of people assume that because nonprofits do good work, they must be a GREAT place to work. But here’s the thing – the nonprofit sector is far from perfect, and there are unique issues that can tank a nonprofit’s culture. Rickesh Lakhani, ED of Future Possibilities for Kids, helps me tackle listener questions about how to cope with a bad culture at your nonprofit workplace.

• Join me on Facebook
• Subscribe to my newsletter!

According to my guest Clay Buck of TCB Fundraising, it’s ALL about data and systems. You can’t know where you’re going with your nonprofit fundraising if you don’t know where you’ve been, right? Clay and I talk about everything from the nonprofit scarcity mindset to the real difference between nonprofit fundraising and sales. Tune in to step up your fundraising game!

• Join me on Facebook
• Subscribe to my newsletter

Related: Top Tip Successful Nonprofit Fundraising

Guest Amy Arcand of Willow Consulting joins your host Jess Birken to talk about what happens with people stop being polite and start getting real (LOL - you may be too young to get that joke) about firing their ED. How do you survive the aftermath? Amy is an expert Interm Executive Director and shares her story and her advice for nonprofit orgs going through an exec transition.

• Join me on Facebook
• Subscribe to my newsletter

To a lot of nonprofits folks, being accused of having a conflict of interest seems like the worst thing ever. But is it really? Introducing, the Conflicts Investigation Unit!! Meghan and I sit down to answer your nonprofit conflict of interest questions: What is a conflict? How do you manage the conflicts that do come up? And what happens when you don't even try to manage a huge and obvious conflict? Tune in to find out!

• Join me on Facebook!
• Subscribe to my newsletter!

We’re back again with another episode and spilling the beans on a tricky, often overlooked concept - private benefit. You'll want to tune in as we break down what private benefit even IS, plus why it plays such a crucial role in nonprofit organizations. 

In this episode of Charity Therapy, we answer a listener's question about setting up a dog rescue on their personal property. It's a unique situation that opens up a can of worms about private benefit. We go in-depth about the potential challenges and pitfalls this could bring. We're big believers in tough love, so prepare yourself for some brutally honest feedback and advice.

Whether you're a nonprofit veteran or just starting, don't miss this chance to learn, laugh, and possibly even cringe a little. We're always here to listen, advise, and support you on your nonprofit journey. Send us your questions, share your experiences, and don't forget - a little humor goes a long way in this sector.

In this episode, you will hear:

• What is private benefit in nonprofits

• Why it's a bad idea to set up a charity that will benefit YOU

• A listener's question about starting a dog rescue at home

• The possible legal trouble and damage to your rep if you try to gain from your nonprofit personally

• Who really owns a nonprofit (Hint: it’s not the founder!)

• Why a nonprofit organization's resources should be used for the public good - not to fill the founders' pockets

• “Tough love” and honesty to avoid future problems, even when the truth hurts

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Charity Therapy, we’re digging deep into fundraising - specifically, how to do it ethically. If we’re going to be asking people for their hard-earned dollars, it’s important that we do it right, right?! Check out this episode to help make sure you're on the right side of the law, focusing on your mission, and keeping donor info private. 

We're dissecting the Association of Fundraising Professionals' code of ethics and tackling a sticky real-life situation from a listener about a board member wanting member emails. Talk about needing a solid privacy policy!

But we're not just chatting about ethics. We're going right to the heart of the culture of nonprofit organizations. Documents like your conflict of interest policy and donor privacy policies aren't just boring paperwork. They're really important tools that can shape your organization, especially when the going gets tough. We also discuss how overwork and burnout can impact decision-making and the need for a healthy, values-driven work culture to stop any unethical practices. 

Whether you're a seasoned pro in the nonprofit world or just starting, this episode is packed with pearls of wisdom.

In this episode, you will hear:

• What ethical fundraising even is

• About the Association of Fundraising Professionals'  and their code of ethics

• Whether it’s okay to share your donor’s private info with others (hint - NOPE!)

• The need for robust privacy and conflict of interest policies

• How the nonprofit’s culture can make or break your fundraising practices

• How clear policies and a positive work culture can prevent unethical messes

• The harmful effects of overwork and burnout on decision-making

• How to foster a positive, values-driven work culture

Resources from this Episode

Association of Fundraising Professionals Code of Ethics: https://afpglobal.org/ethicsmain/code-ethical-standards

Sign up for the Birken Law Email list: https://birkenlaw.com/signup

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

All right, folks, we got a little bit snarky on this one… Today Meghan and I are tackling the toxic mentality in the nonprofit sector that we must take a vow of poverty to do this work.

We're talking about executive compensation, pro bono services, and when it makes sense to invest real money in the mission.

• Join me on Facebook
• Subscribe to my newsletter

Related: Can a Founder of a Nonprofit Make a Salary?

On this episode of Charity Therapy, we're gonna break down the often confusing world of IRS status for 501(c)(3) nonprofits.

We know, taxes? Yawn, right? But stick with us because we'll make it as painless as a Band-Aid on a teddy bear. We'll dig into the difference between public charities and private foundations and spill the beans on why “tax-exempt” doesn't mean you can ghost the IRS on other taxes like payroll and sales tax. Yep, even nonprofits can't dodge the tax man entirely!

But don't worry. We’re not leaving you to figure this out alone. Jess and Meghan dive into the deep end of what it means to keep your nonprofit's nose clean with the IRS. Spoiler alert: You could lose big time if you snooze on your paperwork. We talk about the dreaded “automatic revocation” (cue dramatic music), which is IRS-speak for, “You're outta here!” if you forget to do your homework. We've all been there, juggling life's curveballs and trying to save the world. Sometimes, things slip through the cracks, and suddenly, your tax-exempt status vanishes like ice cream on a hot day. But hey, we've got tips and a nifty tool called DIY Mission Guardian to help you stay on track without breaking the bank.

Lastly, if you're like, “Wait, what's this 990 form everyone's talking about?” don't sweat it. Think of it as your nonprofit's yearly selfie to the IRS, saying, “Look, we're still here, and we're awesome!” We chat about why it's super important and how not filing it is like forgetting your best friend's birthday—three years in a row. Trust us, you don't want to be that guy.

Grab your favorite snack, kick back, and let's navigate the IRSlabyrinth together.

In this episode, you will hear:

• Tax exemption for nonprofits isn't a total tax break

• Combining a 501(c)(3) and a 501(c)(4) sounds like a neat trick, but no can do - one nonprofit can't be two tax-exempt BFFs at the same time

• Missing your 990 filings is like ghosting the IRS

• Running a nonprofit ain't a solo gig

• Before you go all in on reviving your nonprofit, take a beat

• Nonprofits hiring their first employee need to jump through all the usual hoops

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On today’s episode of Charity Therapy, we’re diving right in with a big question - what REALLY makes a nonprofit a nonprofit? (Spoiler alert - it’s more than just the IRS status!) If you ever wondered if a nonprofit should really just be a regular for-profit business, we’ve got some juicy ideas (and a reality check) for you.

We’ll share a listener's story about a farmer’s market that lost its nonprofit status and wants to switch gears to become a for-profit. It’s not as simple as it sounds! We’re here to break down the details, explain what really happens when you lose your IRS tax-exempt status, and help you really understand the differences between nonprofits and for-profits. Trust us, you’ll want to hear this before making any big moves!

We’ll unravel common misconceptions and help you navigate these tricky transitions without getting lost. Remember, whether you’re a seasoned pro or just dipping your toes into the nonprofit waters, we’re here to support you every step of the way. Enjoy the episode, and don’t forget to share it with your friends who might be pondering the same questions!

In this episode, you will hear:

• Unpacking the differences between owning a for-profit business and operating a nonprofit

• Why converting isn't just a walk in the park but more like a complex dance

• A listener's question about a farmer's market losing its nonprofit status: Can it just become a small business?

• Why losing tax-exempt status doesn't mean you're suddenly a for-profit.

• The implications of operating without income tax exemption 

• When you need to seek out some professional advice

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

When you're running a nonprofit, you're tasked with making the RIGHT decisions for the organization – even in the face of unexpected challenges (hello, global pandemic!). There's no one-size-fits-all approach to deal with a crisis, so making those decisions is tough. In today's episode, we're answering questions from folks making some big, unplanned changes for their organization.

• Join me on Facebook
• Subscribe to my newsletter

Charitable giving is on the decline - big time. Studies now show that only 53% of Americans donate to charity. What does this mean and what do nonprofits need to focus on for the future? Are donations doomed? I talk with Steve Boland of Next In Nonprofits to find out his take. 

• Follow me on SoundCloud
• Join me on Facebook
• Subscribe to my newsletter

Hey there! We are back again, and this time we’re delving into the nitty-gritty of growing a small team in the nonprofit sector.

We've been through the ups and downs of growing our own team at Birken Law Office, and we're here to share our ups and downs. From building an organizational culture to adapting to changing group dynamics, we've got you covered!

In this episode, we're tackling a question from a listener who's part of a faith-based social services ministry. They're dealing with messy communication and a lack of project management … and they're about to significantly increase their staff. Yikes! We get it. It's like being handed a unicycle when you've only just mastered walking. But don't stress. We'll share our favorite tools (spoiler alert: we're big fans of Agile and Kanban methodologies) and tips for making work easier and more streamlined, no matter your mission. 

And, of course, we're bringing our usual blend of humor and empathy to the table. Get ready for an insightful discussion that will empower you to manage your nonprofit growth.

Whether you're a seasoned pro or just strapping on your nonprofit boots, join us for a chat that's as entertaining as it is informative. Don't forget to bring your toughest questions - we ain't scared!

In this episode, you will hear:

• Our personal experiences in growing the team at Birken Law 

• How to establish a strong organizational culture

• How to get out of your inbox (for real!)

• What project management tools can do to change your work life

• How to use Agile and Kanban project management methodologies to streamline your work

• Why your job descriptions really matter 

• Why delegation is the SECRET to team success

• How to consciously cultivate a team culture that aligns with the mission

Resources from this Episode

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hey there, it's Jess Birken, your go-to nonprofit law buddy, here to save you from those endless board meetings that make you want to pull your hair out!

In this episode of Charity Therapy, I'm chatting with my friend Maria Huntley, the executive director of the Minnesota Academy of Family Physicians. She's got the inside scoop on how to run nonprofit board meetings that are not only more productive but also a whole lot more fun. Say goodbye to those never-ending life stories and hello to meetings that start AND end on time.

We dive deep into the world of board meeting magic, exploring tips like how to be a rockstar facilitator and why having some solid ground rules can be a game changer. Maria shares her genius ideas on mixing social time with business, making sure everyone gets a say, and keeping those discussions on point. If you're sick of people using the mic to relive their glory days, we have some hilarious insights on managing that, too. Plus, Maria dishes on how to set the right tone with board orientations and training so everyone’s on the same page from day one.

Whether you're a seasoned pro or just starting your nonprofit adventure, this episode is packed with advice to make your board meetings a breeze. And if you're as nerdy as Maria and me, we've even got a handy recipe for facilitating discussions up for grabs.

In this episode, you will hear:

• Managing board meetings effectively to ensure they start and end on time

• Facilitator skills and employing ground rules to help achieve effective meetings

• Be mindful of dominating the conversation

• Leading statements can help ensure everyone has an equitable chance to voice their opinions

• A consent agenda for streamlining meetings and increasing their overall efficiency

• Shifting to a positive board culture through training and orientation

• Respecting board members' time and keeping meetings short and well-structured

• Having a clear structure in place for successful board discussions

Resources from this Episode

Recipe for a Generative Discussion: https://birkenlaw.com/wp-content/uploads/2024/12/Generative-Discussion-Recipe.pdf

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

There’s this phrase “no man is an island.” Well, guess what – no nonprofit is an island, either. In this episode, we’re talking about the different ways people try to hack the board of directors and hoard all the control over the organization for themselves. Spoiler alert – it doesn’t turn out too well. Tune in to this episode to hear about what can happen when people treat nonprofits like their own tax-deductible dictatorships.

• Join me on Facebook
• Subscribe to my Newsletter

• Check out the MN Attorney General guidance on 1099 vs W2 and the IRS test form to determine if your nonprofit staff are contractors or employees.
• Join me on Facebook!
• Subscribe to my newsletter!

Related: I Just Started a Nonprofit. What About Insurance?

In this episode of Charity Therapy, we’re answering the big question - what even the nonprofit industrial complex?

We’re pulling back the curtain on those nonprofits that seem more focused on keeping the lights on than actually solving the problems they set out to tackle. We’re also answering a burning question from a listener thinking about flipping their for-profit mental health service into a nonprofit, all for the sake of snagging some grant money. Should they do it? Spoiler alert: it might be more trouble than it’s worth!

Now, let's get real for a second. Turning your business into a nonprofit isn’t just about filing a couple of forms and calling it a day. There are tax IDs, regulations, and more red tape than you can shake a stick at. But don't worry, we've got some alternative ideas up our sleeves, like pass-through grants that might just save the day.

Whether you’re knee-deep in the nonprofit world or just curious about it, we promise you’ll leave with a few nuggets of wisdom and maybe a laugh or two. Grab your headphones and settle in—it's time to get our nonprofit nerd on!

In this episode, you will hear:

• Are some nonprofits just keeping themselves alive instead of tackling real issues?

• Weighing the pros and cons of switching from for-profit to nonprofit for grant money

• Starting a nonprofit is a whole new ballgame with tax IDs, tax exemptions, and regulations

• How the pressure to become a nonprofit can be a big ask

• Alternative funding ideas, like pass-through grants and keeping the mission alive without losing your sanity

• You can’t just “become” a nonprofit

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

What do you do with a starry eyed young person who thinks they can go to law school and change the world? You let them interview you and tell them the long and winding road to working with nonprofits and government. It ain't easy! I had the random chance to interview Katlyn, who is hell bent on making a difference - who am I to stop her? But hopefully if you've ever thought "I'll go to law school and work with nonprofits! Yay!" then you'll give this episode a listen. 

When you think about nonprofits, lots of different things come to mind - missions and visions, fundraising, hard-working staff, and strong communities. But do you know what most folks don’t think of? Efficiency.

Today, Meghan and I are taking you on a journey into the (messy) world of nonprofit operations. Working for a nonprofit can be tough, where you’re always trying to do more with less. But there's a better way. Let's challenge the idea that you have to work crazy hours to get things done and show your dedication. In this episode, we’re exploring ways to make your nonprofit work better and still have a life.

Standard operation procedures - what are they, and why do you need them? Tune in to hear how they can transform your nonprofit-life. Imagine everyone on your team being on the same page and having easy access to information. We cover the who, what, when, where, how, and WHY of SOPs and why it's totally worth it for every organization!

So, if you're ready to make your nonprofit run smoothly and get awesome results with less stress, don't miss this episode! We'll help you make a big impact while still enjoying your life. Let's make your nonprofit shine!

In this episode, you will hear:

• Nonprofits are BUSINESSES
• How Standard Operating Procedures will save your organization
• What platforms are perfect for your SOPs (Airtable, Tettra, and Evernote) 
• Why you should take time to invest in the business side of a nonprofit!
• How to measure dedication to your mission; Hint: It’s not ‘hours worked!’

Resources from this Episode

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Tettra - https://tettra.com/ 

Evernote - https://evernote.com/ 

OneNote - https://www.microsoft.com/en-us/microsoft-365/onenote/digital-note-taking-app 

Airtable: https://airtable.com/ 

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Charity Therapy, Meghan and I dive into the often-misunderstood world of conflicts of interest in nonprofits. What is a conflict, really? Is it a terrible, horrible, egregious situation to be avoided at all costs?! Hint: no! Not all conflicts are evil, and not everything people call a conflict of interest actually is one.. In this episode, you'll learn what to do (and what not to do) when a conflict of interest comes up in your nonprofit work.

We’ll also tackle a listener’s question about a board member's support of another organization - is that a conflict? Plus, what happens when board members and staff members are all the same people? 

Don't miss this episode that will help you better understand and manage nonprofit conflicts of interest! Whether you're a seasoned nonprofit pro or just dipping your toes into the world of charitable organizations, we’re here to help guide you through these tricky waters with empathy, humor, and practical advice.

In this episode, you will hear:

• What is a conflict of interest
• What’s NOT a conflict of interest
• The problems that can come up when a board member is also paid staff
• The importance of due diligence when you’re thinking about joining a nonprofit board
• Why you NEED a solid conflicts policy

Resources from this Episode

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

It's holiday time - the season for turkey, big retail deals and...charity donations! How do YOU decide who to give to? Does facebook tell you which  nonprofits are naughty and nice? 

In this episode we talk about how nonprofits that succeed are often under fire from unfriendly elves. Be a seasonal smarty and listen to this one!

• Join me on Facebook
• Subscribe to my newsletter

In this episode, we're tackling a BIG topic in the nonprofit world - how much should you do yourself vs hiring a professional? The nonprofit sector is FULL of DIYers, and sometimes that can get people into trouble. 

We've all had those moments where we've rolled up our sleeves and thought, "Sure, I can handle this!" But, when it comes to nonprofit work, sometimes that scrappy DIY spirit can lead to more harm than good.

Don't worry. We’ve got plenty of stories to share (some funny, some a bit painful) about the balance between doing it yourself and calling in the professionals.

A perfect example of when to call in the pros? Nonprofit bylaws. If you've ever thought that a standard one-size-fits-all solution is the best way to go, let us tell you - it's not that simple. Each state, type of nonprofit, and governance structure has unique requirements. Ignore these, and you could find yourself in a sticky situation, especially with board members. We’ll share expert advice on how to navigate this complex area and trust us, you don't want to miss it!

Tune in for some laughs, some learning, and a lot of practical advice. Whether you're a seasoned nonprofit professional or just strapping on your nonprofit boots, there's something here for you. Let's dive in, explore the balance of DIY projects versus professional assistance, and unlock the mysteries of customizing nonprofit bylaws.

In this episode, you will hear:

• The eternal question for nonprofits - to DIY or not to DIY? 

• Weighing the pros and cons of doing a project yourself versus hiring a professional

• The crucial world of customizing nonprofit bylaws - it's not a one-size-fits-all situation

• How each state's nonprofit corporate statute, the type of nonprofit, and the organization's governance structure play crucial roles in drafting the bylaws

• The common mistakes nonprofits make when they underestimate the importance of bylaws

• Understanding the law, best practices, and organization theory and development when drafting bylaws

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Nonprofits tend to be pretty risk-averse. I mean, failing could mean losing donor confidence, right? But on the other hand, how can we expect to pursue our missions without trying new things? I sat down with Antonio Cardona from Pillsbury United Communities to talk about how nonprofits can take certain risks today to make a lasting difference in their communities.

• Join me on Facebook

• Subscribe to my newsletter

On this episode of Charity Therapy, Meghan and I cover the most important topic - the REAL differences between a Minnesotan and a Wisconsin accent!

But don't worry. We quickly shift gears to talk about something really important for nonprofits: DBAs (Doing Business As). We answer a listener's question about juggling legal name changes and DBAs without making things overly complicated. Trust me, you'll walk away with some practical tips to make your nonprofit life a whole lot easier.

In the second half of the episode, we get into the nitty-gritty of managing multiple DBAs for nonprofits. Meghan and I break down the annual compliance you need to keep up with and warn against filing unnecessary DBAs that just add to your workload. We even chat about how keeping an old DBA can help make rebranding smoother. Plus, we've got some funny anecdotes and past episodes to reference if you need a deeper dive into nonprofit branding. 

Whether you're a nonprofit newbie or a seasoned pro, join us for some laughs and loads of actionable advice. We'll help you navigate the maze of DBAs, compliance, and rebranding, all while keeping things light and fun. And don't forget to share your own quirky accent stories with us on social media—we'd love to hear from you!

In this episode, you will hear:

• What a DBA is for nonprofits
• Keeping things legal and clear for banks and the public
• A listener's question on filing multiple DBAs after a name change
• When you should file a DBA (hint - not just for the heck of it!)
• Strategies for rebranding
• Keeping an old DBA during a transition
• The headaches of managing multiple DBAs
• The need for annual state registration
• Risks of letting state registrations lapse
• Avoiding extra work and potential legal messes
• Avoiding being shady
• Only file DBAs if they solve real problems
• Over-filing creates more hassle and paperwork

Resources from this Episode

• Episode about branding & changing the nonprofit’s name: https:/birkenlaw.com/charity-therapy-podcast/ct105

• Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

• Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Hey there, nonprofit party people! In this episode of Charity Therapy, we're back again, diving headfirst into a topic that sounds about as thrilling as watching paint dry: meeting minutes. 

But stick with us! This episode isn’t going to put you asleep, I promise! We will shine some much-needed light on the hidden power of these underrated documents in your nonprofit board governance. 

We start by addressing a listener's burning question: can technology-assisted recordings replace traditional written meeting minutes? Spoiler alert: they can't! We've got a whole heap of reasons why.

In the second half of the episode, we venture into the murky relationship between meeting minutes and technology solutions. You'd think with all our AI gadgets and gizmos, there'd be an easy fix, right? Well, sort of. We talk about how using AI tools can help make minute-taking less of a chore and more of a breeze. But don't get too excited - we also stress why it's essential not to record every single detail during meetings. To round it all off, we explain the importance of training new board members on the art of minute-taking.

If you're in nonprofit management and find yourself grappling with board governance, this episode is packed with candid discussions and practical solutions to help you out. Let's turn those meeting minutes from mundane to magical!

In this episode, you will hear:

• Meeting minutes’ significance in nonprofit board governance

• Why you shouldn’t replace your written minutes with meeting recordings

• The relationship between meeting minutes and technology

• Why you don’t want to document every minute detail during board meetings

• Some AI tools that can make the minute-taking process more manageable

• The importance of training new board members on meeting minute protocols

• How to address board members struggling with understanding their roles

Resources from this Episode:

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Talking about fundraising can be overwhelming and FULL of jargon – but not when Patrick Kirby does it! Today we’re joined by Patrick of Do Good Better Consulting to answer your nonprofit fundraising questions. How do we make sure marketing efforts turn into actual dollars? Are cold calls really worth the time? And how the heck do we feel about the end of Amazon Smile? Don’t miss this episode!

• Check out the Do Good Better Podcast
• Join me on Facebook
• Subscribe to my newsletter

Hi there, fellow nonprofit champions! In this episode of Charity Therapy, we’re diving deep into the tangled world of strategic planning and how to lead a nonprofit team without losing your sanity. 

Our guest is Avi Olitzky, a rabbi-turned-nonprofit consultant, who’s an expert at guiding nonprofits through the process of creating a strategic plan that’s fresh, innovative, and tailored to your nonprofit. He breaks the process down into four key stages - discovery, synthesis, ideation, and outcomes - and focuses on empathic listening and innovation every step of the way.

But that's not all! We also explore the challenges of leading a creative team and the frustrations of having a vision without follow-through. I promise we're going to help you out here. We'll explore effective leadership strategies, including Jim Collins' concept of having the “right people on the bus.” And we’ll touch on a little tool called the Kolbe A index that might just be the key to understanding your team better. 

Join us for a hearty conversation brimming with insights, strategies, and practical tips for all you wonderful nonprofit leaders out there. Remember, even in the most serious of discussions, there's always room for a good laugh!

In this episode, you will hear:

• Avi Olitzky’s approach to the often intimidating process of strategic planning.

• The four key phases of strategic planning: discovery, synthesis, ideation, and outcomes

• What happens when you don’t have the “right people on the bus” 

• The power of understanding your team better through tools like the Kolbe A index

• Why having the right people on the team is just the beginning

• How you can create an environment where everyone feels valued and appreciated

• The power of empathic listening and innovation. 

Resources from this Episode

Good to Great by Jim Collins: www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

Traction by Gino Wickman: www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837

Kolbe A Index: www.kolbe.com/kolbe-a-index

Link to Avi’s website: www.olitzkyconsulting.com

Sign up for Birken Law Email list: birkenlaw.com/signup

Facebook page: www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Today on Charity Therapy, Meghan and I dive into the sometimes tricky and often murky waters of nonprofit tax exemption and financial compliance. Think of us as your guides on a thrilling trek through the IRS jungle, equipped with the know-how to tackle those intimidating forms 1023 and 1024. And yes, we'll even chat about my duck Clover's latest shenanigans – because why not mix a little quack with our quality advice?

We're talking shop and celebrating a nonprofit that totally crushed its fundraising goals (high fives all around!). But, as they say, with great fundraising comes great paperwork responsibility. Transitioning from a simple 990N to the full 990 form can be daunting, but fear not! We're here to help you navigate the choppy seas of record-keeping, getting help from pros when you need it and bracing for those state audits that can pop up when you least expect them. It's all about keeping your nonprofit financially fit and compliant as it grows.

Join us as we break down what it really means to apply for tax exemption (spoiler alert: it's not a walk in the park) and answer a listener's burning question about an unexpected cash windfall (hello, big bucks!). Remember, while the IRS isn't out to get you for being unexpectedly awesome at raising funds, they expect you to play by the rules.

Buckle up, bring your questions, and let's make this nonprofit journey a little less bumpy and a lot more fun. And as for Clover? She's doing just fine, taking baths in dish pans and living her best duck life.

In this episode, you will hear:

• A fun journey through the IRS maze, with duck tales and expert advice on nonprofit tax forms

• Learn the real scoop on the 1023 and 1024 forms

• Why the “EZ” in 1023-EZ might be misleading

• Get clued in on what to do when your nonprofit's cash flow goes from small change to big bucks

• The switch from 990N to the full 990 form

• Why meticulous records and a pro accountant are your nonprofit's new best friends

• Tips on staying financially healthy and compliant – even when you hit the jackpot with a huge grant

• Jess’s mud-splattered morning with her duck Clover proves that nonprofit work can be as unpredictable as a backyard barnyard

• A shoutout to the proactive nonprofit that remembered its financial limits

Resources from this Episode

Sign up for the Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Anyone who deals with nonprofit fundraising has probably been to WAY too many galas and golf tournaments. That’s why I invited Alicia Baraga from Ripple Event Marketing to chat with me all about nonprofit fundraising and events!

How do you create fun nonprofit fundraising events that people will want to attend year after year? How do you get sponsors for your nonprofit fundraising event? Plus, she shares her secret to every successful fundraising event. Tune in to learn more!

• Join me on Facebook
• Subscribe to my Newsletter
• Check out Alicia’s Event Brand Bootcamp course

Related: [PODCAST] Nonprofit Marketing the Joyful Way with Ephraim Gopin

Here's a Halloween trick: we're going back in time ONE YEAR to our very first episode of Charity Therapy! Jordan Couch, lawyer from Tacoma and friend of the pod, joined me to answer nonprofit questions. Are you haunted by unfinished business at your nonprofit? Spooked about witchy board members? Don't worry ghouls & goblins, we have advice to avoid being haunted by nonprofit leadership skeletons!

• Join me on Facebook
• Subscribe to my newsletter

It's easy for nonprofits to fall into the habit of doing things just because that's "how they've always been done." But sometimes you have to disrupt the status quo to make new progress toward your mission. I sat down with Maria Huntley, ED of the Minnesota Academy of Family Physicians, to talk about how one big change can make all the difference.

• Join me on Facebook
• Subscribe to my newsletter

This episode is inspired by my interview with Nick Rishwain of Experts.com Check out the full article/interview at https://experts-blog.com/2021/05/11/bill-melinda-gates-foundation-divorce-impact-nonprofit/.

• Join me on Facebook
• Subscribe to my newsletter

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]

A board member regularly makes flirty comments to the executive director – does this count as sexual harassment? The board decides to let go an independent contractor due to a program closure, but they're accusing the nonprofit of racial discrimination. The board wants to ask their employees to "volunteer" for other responsibilities – is that legal? Sometimes the answers to these questions are not cut and dried. Lawyer Zaylore Stout joins me for this episode to dig into a bunch of listener questions about the gray areas in employment law for nonprofits. You won't to miss it!

• Buy Zaylore's book, Our Gay History in 50 States!
• Join me on Facebook
• Subscribe to my newsletter

Today we’ve got an episode from the backlist featuring one of our favorite guests, T. Clay Buck from TCB Fundraising! Clay and I dive into the nerdy goodness of data and systems for fundraising success. Clay dropped some serious knowledge bombs about the power of a solid fundraising plan and the need to keep it real with your donors.

We tackle a listener's dilemma about getting their board involved in fundraising, and Clay is all about having a real honest convo with your consultant. Plus, he shakes up the idea that you can't raise funds in a resource-limited community. Spoiler alert: It's all about your story and that abundance mindset!

We wrapped it up with some golden nuggets on why fundraising isn't just sales and how to diversify your funding eggs (don't put 'em all in one basket, folks!). If you're trying to level up your nonprofit's money game, give this episode a listen. And hey, hit me up with your questions or follow along for more nonprofit nuggets. Catch you next time!

In this episode, you will hear:

• How data and numbers can transform your fundraising plans

• The real difference between sales and fundraising

• The role of the board of directors in your fundraising 

• Why hiring a consultant isn’t just a quick fix to your fundraising problems

• Why we should change up the way we think about our individual donors

• How a scarcity mindset can sink your fundraising plans

Resources from this Episode

https://tcbfundraising.com/

Sign up for Birken Law Email list: https://birkenlaw.com/signup/

Facebook page: https://www.facebook.com/birkenlaw

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Lots of people assume that folks who work in nonprofits have good intentions. While that's true most of the time, there are people who want to scam the system in EVERY industry. Our intern Chloe joins us for another round of nonprofit questions, like: Can you set up a nonprofit to pay for your own art? Or can you use a nonprofit's tax exemption to buy a house? Listen and find out!

• Join me on Facebook
• Subscribe to my newsletter

What if you could hang out with experienced nonprofit professionals and ask them your burning questions about the day-to-day life of nonprofits? What if you could take their wisdom and bring it back to your organization, for free? That's what we do on Charity Therapy. Hosted by Jess Birken - owner and lawyer at Birken Law Office. Every episode is an in-depth look at how to run a nonprofit, from fundraising to IRS woes to people problems and more! Our goal is to empower nonprofits to achieve your mission by doing things right.