Nonprofit Counsel Podcast (May Harris)
Explorez tous les épisodes de Nonprofit Counsel Podcast
| Date | Titre | Durée | |
|---|---|---|---|
| 16 Jan 2024 | Ep. 13 - The Form 990 | 00:27:12 | |
Genevra Williams, an attorney practicing at Mendrygal Law in Dallas, Texas, specializing solely in representing tax-exempt organizations, joins May Harris to explore the Form 990 and its different iterations. May underscores the distinction that while all tax-exempt organizations are nonprofit, not all nonprofits enjoy tax-exempt status. The conversation will delve into the consequences of nonprofit organizations using an incorrect reporting tool. This episode aims to guide listeners in determining whether they can manage these forms independently or if seeking legal assistance is necessary.
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KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Genevra Williams Genevra brings an insider’s perspective to her client’s issues. Prior to entering private practice, she was the sole in-house attorney for a prominent community foundation in Dallas, Texas, where she managed all issues related to legal compliance, board governance, and risk management. While in this role, she trained in-house staff, worked with ultra-high-net-worth donors, and consulted internal stakeholders on development and planned giving topics. Genevra’s law practice focuses exclusively on the representation of tax-exempt organizations on a wide range of matters, including governance, tax compliance, endowments, executive compensation, complex gifts, fiscal sponsorship structures, intellectual property issues, and employment matters. She has counseled private foundations, public charities, supporting organizations, community foundations, churches, and other religious organizations on a wide range of issues. Genevra has been selected to the Texas Super Lawyers list (2022) and The Best Lawyers in America® for Non-profit / Charities Law (2024). | |||
| 21 May 2024 | Ep 22 - Building an Individual Giving Program from Scratch | 00:28:51 | |
Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we're delighted to visit with the remarkable Kelly McLaughlin. Kelly has consistently made waves in the nonprofit world, from fundraising with bake sales when she was just five years old to becoming a seasoned professional fundraiser. As the visionary behind “From Scratch Fundraising,” Kelly possesses a unique expertise in guiding nonprofits of all sizes toward sustainable success. Her knack for crafting, building, and scaling individual giving systems alleviates burnout and empowers organizations to maximize their impact. Join May and Kelly as they delve into the keys to nonprofit fundraising success. Kelly shares invaluable tips and tricks from her extensive experience, providing listeners with actionable insights to propel their organizations forward.
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RESOURCES: For Profit Law Group - Website From Scratch Fund Raising - Website
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Kelly McLaughlin is a dynamic creator, engaging speaker, systems architect, and passionate nonprofit advocate. With a love for crafting the perfect recipe for success, she excels in assembling the essential ingredients to make your individual giving program not just efficient but downright delightful.
Kelly started fundraising as a five-year-old, changing the world one bake sale at a time, and has been a professional fundraiser since 2009. Creator of the Framework for Fundraising Sustainability, Kelly excels in guiding nonprofits through crafting, building, and scaling individual giving systems that not only banish burnout but also empower clients to create a more substantial impact.
Kelly has a B.A. in Spanish (Literature) and International Studies (Political Communications) and an M.A. in Social Justice and Human Rights, with a concentration in Nonprofit Management. She's scaled an individual giving program from $300k to $1m in annual revenue in just four years and she ran a capital campaign for a brand-new nonprofit that raised $250k in six months.
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| 30 Jul 2024 | Ep 23 - Chief Marketing Officers (CMOs) and Nonprofits | 00:22:08 | |
Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq. In today's episode, we're honored to feature Jules Taggart, the visionary founder and CEO of Wayward Kind. This creative agency specializes in empowering nonprofits through impactful storytelling and strategic branding, assisting their clients on the path to strategic success. They offer various services, including brand development, digital marketing, content creation, and consulting, all geared toward helping clients connect authentically with their audience. Wayward Kind's approach combines creativity with data-driven insights, ensuring that their clients stand out in the market and build meaningful relationships with their donors and clients. Their commitment to innovation and collaboration makes them a trusted partner for those looking to elevate their presence and make a lasting impact.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Jules Taggart is the founder and CEO of Wayward Kind, a digital marketing collective certified by B Corp. She and her team of senior-level marketing experts work to bring greater visibility to purpose-driven organizations addressing complex social, environmental and community justice issues. Jules is a human-centered marketing strategist and fractional CMO. She believes intelligent business growth is fueled by forging deeper connections and creating more meaningful experiences online. Jules has an undergraduate degree in Communications from the University of Missouri—Columbia and a Master's Degree in Business Administration from the University of Missouri—Kansas City. She is an active member of We The Change, Entrepreneurs Organization and Rotary International member. | |||
| 07 Nov 2023 | Ep. 9 - Working with a Nonprofit Attorney | 00:19:51 | |
Today, on the Nonprofit Counsel Podcast, May is joined by Jacob Zerkle, a dedicated attorney in the nonprofit sector employed at Michael Best and Friedrich. He is also the brains behind Nonprofit Office Wisdom, a noteworthy feature on his LinkedIn profile. May and Jacob discuss the evolving landscape of nonprofit funding in the aftermath of the COVID-19 pandemic. They delve into the crucial topic of how nonprofit boards should navigate the process of selecting and hiring an attorney. Tune in today to gain insights into the potential drawbacks of choosing an attorney without nonprofit expertise.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
Michael Best & Friedrich - Website
ABOUT THE HOST:
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients' missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Jacob Zerkle Jacob's practice is devoted to meeting the legal and tax needs of charities, private foundations, community foundations, and churches so that these organizations can focus on serving the city of Chicago and beyond. He enjoys advising organizations during the start-up process and throughout their life cycle, as well as individuals and for-profit entities collaborating with these organizations. Besides spending time with his wife and three crazy kids, he also loves diners and diner food, The Office with Steve Carell, and CrossFit (which is necessary to balance out the diner food). | |||
| 26 Mar 2024 | Ep. 18 - Social Enterprise | 00:27:51 | |
Calling all changemakers! Are you looking for inspiration to tackle the world's toughest challenges? That’s precisely what Paula Cordeiro, EdD. has exemplified throughout her professional journey. Join Paula and May Harris, Esq., as they delve into the exciting world of social entrepreneurship and global philanthropy. Gain insights on how your nonprofit can collaborate with similar-minded businesses, focusing on instigating social transformation within your local sphere. Discover how everyday people are making a real difference and learn about a Global Seminar scheduled in 2025 designed to bring entrepreneurs and co-ops together to make a difference in their communities!
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Paula Cordeiro is the Dammeyer Distinguished Professor of Global Leadership and Education in the Kroc School of Peace Studies at the University of San Diego (USD). From 1998-2015 she served as dean of USD’s School of Leadership and Education Sciences. Afterward, she spent nearly five years working internationally as the VP of Education for Edify, an international micro-finance social enterprise. Paula has served on various civic and philanthropic boards, including the James Irvine Foundation, the USS Midway Museum, the New Bedford Whaling Museum (MA), and the Community Technical Assistance Center (MA). She chaired the boards of the San Diego Council on Literacy the University Council for Educational Administration, and currently sits on the boards of the Conrad Prebys Foundation and Building Engineering and Science Talent (Washington DC). Paula was appointed by Governor Schwarzenegger to serve on the Board of the California Commission on Teacher Credentialing. Before becoming a professor, Paula was a teacher, principal, and director of international schools in Venezuela and Spain. She is the author of three books and numerous articles. Paula teaches social entrepreneurship and impact evaluation. | |||
| 29 Aug 2023 | Ep. 4 - Nonprofit Strategic Planning | 00:31:31 | |
Today, May speaks with Dr. Lyn Corbett, the visionary behind the Pivotal Group. Dr. Corbett boasts almost three decades of work experience in the nonprofit domain, and he brings a wealth of invaluable insights to the forefront. One key to a nonprofit's success lies in the underlying motivation of its board members who serve. We shall delve into board membership and explore the opportune moment for a board to consider engaging a consultant. This episode brims with essential information tailored to empower your nonprofit endeavors.
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KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
GUEST BIOGRAPHY:
As a senior executive with over 20 years of leadership experience, Dr. Lyn Corbett has developed innovative strategies to strengthen business, non-profit, and government organizations. Dr. Corbett approaches each opportunity with the understanding that individuals and organizations often already possess the tools and assets they need to succeed. He takes a strengths-based approach, allowing individuals and organizations to achieve better results, maximize resources, and increase the impact on the communities they serve. In addition to being the president of The Pivotal Group, Dr. Corbett is an adjunct professor at the University of San Diego, School of Leadership and Education Sciences, and Point Loma Nazarene University, School of Business. Dr. Corbett has taught graduate-level courses on governance, leadership, and strategy. In 2020, California State Assembly member Shirley Weber awarded Dr. Corbett the Volunteer of the Year award for his leadership and volunteerism in the community. Dr. Corbett holds a doctoral degree in Leadership Studies from the University of San Diego and a Master of Arts in Public Administration from New York University. He is a Gallup-Certified Strengths Coach and an ACC Certified Coach with the International Coaching Federation.
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. | |||
| 07 May 2024 | Ep. 21 - How Nonprofits are Using AI | 00:27:26 | |
In this episode of the Nonprofit Podcast, May Harris, Esq. visits with Kate Azar from PNC Institutional Management. Kate emphasizes the importance of nonprofits’ investment strategy, particularly when managing endowments. She stresses that seeking professional advice is crucial in this regard. While endowments can benefit nonprofits, Kate highlights that they may not suit every organization. The discussion delves into the advantages and disadvantages of nonprofits integrating AI into their operations. It explores how AI can enhance efficiency, streamline processes, and improve nonprofit decision-making. However, it also addresses concerns such as data privacy, inaccurate data, and ethical implications of AI implementation. May and Kate touch upon the aging of nonprofit board members and the necessity of succession planning. They underscore the importance of grooming future leaders within the organization to ensure continuity and effective governance. This discussion offers insights and practical advice for nonprofits navigating challenges and opportunities in the nonprofit sector.
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RESOURCES: For Purpose Law Group - Website PNC Bank, Institutional Asset Management & Investment Solutions
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Kate Azar is a director of a nonprofit strategy for the west region of PNC Institutional Asset Management and a member of its Endowment and Foundation National Practice Group. Using her knowledge of the nonprofit sector, she works with clients in various areas, including investments, governance and operational best practices, distribution strategies and philanthropic planning. For 17 years, Kate has worked with nonprofits, companies, governments and universities on board governance, finance, fundraising, advocacy, communications, board and staff training, and strategic planning. She has worked with The California Endowment, Disney, ESPN, Maria Shriver, and the British Royal Family. Kate served as CEO of the Long Beach Public Library Foundation, Director of Community Investment at the Boys & Girls Club of Laguna Beach, and Chief of Staff at an early-stage social enterprise. As a Chartered Sustainable Responsible Investment Counselor, Kate is trained to consider environmental, social, and governance factors in various investment strategies.
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| 18 Jul 2023 | Ep. 1 - Introduction to the Nonprofit Counsel Podcast hosted by May Harris | 00:03:36 | |
Welcome to the inaugural episode of Nonprofit Counsel, where our passion is to provide the tools for you to start and lead a nonprofit that will change the world. Hosted by May Harris, the founder of For-Purpose Law Group, this podcast will feature guests sharing their knowledge that will help you avoid the pitfalls of starting a nonprofit. If you have a passion for a nonprofit, this podcast is for you!
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KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website Nonprofit Counsel - Newsletter
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization and then found herself serving as director of its board. With her legal expertise and newfound knowledge of nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Master of Nonprofit Leadership and Management from the University of San Diego. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service
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| 13 Feb 2024 | Ep. 15 - Nonprofit Leadership | 00:29:45 | |
Mike Gellman, the founder of High Five Career Coaching, specializes in collaborating with nonprofit executives and leaders for them to reach their full potential. In this conversation, Mike and May Harris, Esq., MA, explore the essential qualities needed for effective nonprofit leadership and discuss the available resources to support these executives. They also weigh the merits and drawbacks of transitioning from the corporate sector to nonprofit work, delving into the intriguing idea of how nonprofits, often considered competitors, can form beneficial alliances.
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RESOURCES: For Profit Law Group - Website High Five Career Coaching - Website
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY:
For over 20 years, Mike Gellman, Founder & CEO of High Five Career Coaching, has successfully facilitated numerous talent management and organizational development initiatives, including succession planning, high-potential leader development programs, employee engagement, team development, and organizational change efforts. With a Master’s in Industrial/Organizational Psychology, he’s also an ACC credentialed coach via the International Coach Federation and author of Pipe Dreams: 7 Pipelines of Career Success.
He launched his nonprofit career in organizational development at the world-famous San Diego Zoo (now San Diego Zoo Wildlife Alliance). During that time, Mike also volunteered his efforts to create an award-winning mentorship program for the Association for Talent Development-San Diego (formerly ASTD), which recently celebrated its 21st year of successfully preparing future leaders. He subsequently served in capacity-building roles for Father Joe’s Villages and South Bay Community Services. Mike launched and managed a highly regarded Career Coaching & Development Center for SoCalGas in the corporate sector while also serving on the board of the Sempra Employee Giving Network, an employee-run nonprofit foundation. He’s currently serving as the Mentorship Program Chair for the North County Philanthropy Council.
In addition to being a proud dad of a bright college junior, Jonas, Mike enjoys running, hiking, nature photography, and volunteering within his community. You often find him pulling weeds at Coastal Roots Farm and leading free Nonprofit NetWalks about town. Born and raised in Cleveland, he currently resides in Oceanside.
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| 28 Nov 2023 | Ep. 10 - Managing a Nonprofit in California | 00:39:13 | |
May is excited to visit with Gene Takagi, the founder of NEO Law Group in San Francisco and a prolific writer for the Nonprofit Law Blog. During their conversation, they delve into the nuances of California nonprofits, exploring the differences between adhering to state laws versus federal regulations. The discussion extends to the general lack of oversight for nonprofits and the underlying reasons behind it. They also touch upon the potential pitfalls nonprofits face, whether through social media or whistleblowers notifying the attorney general about non-compliance with the law. Gene concludes the episode by sharing two crucial tips every budding nonprofit should implement.
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KEY TAKEAWAYS: [9:47] He emphasizes the critical role of governing documents and highlights the significance of adhering to the nuanced guidelines that nonprofits must navigate [14:50] If you meet the state requirements for the 501c3, you still need to meet the Federal requirement. [24:59] It is essential to spend money on administration to stay compliant.
RESOURCES: For Profit Law Group - Website Non-Profit Attorney - LinkedIn https://www.linkedin.com/in/nonprofitattorney/
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY:
Principal of NEO Law Group, Contributing Publisher of the Nonprofit Law Blog, and P/T Lecturer at Columbia University. I've been published by The New York Times, The Nonprofit Quarterly, The Chronicle of Philanthropy, and The Nonprofit Times and spoken at conferences for Independent Sector, BoardSource, the National Association of State Charity Officials, and the American Bar Association. In the past, I've served as a corporate attorney for an AmLaw 100 firm, professor of nonprofit law at USF and SMU-MN, director of the medical and behavior divisions of the San Francisco SPCA, and management consultant for a billion dollar privately held company. I'm an alum of UCLA School of Law honored to have received several awards for doing the work I love including the 2016 Outstanding Nonprofit Lawyer from the American Bar Association's Nonprofit Organizations Committee. I also serve on the boards of BoardSource and The Nonprofit Quarterly, the board of advisors of the National Center on Philanthropy and the Law (NYU), and the planning committee of the Western Conference on Tax Exempt Organizations. I previously served on the public policy committee and John W. Gardner Leadership Award committee of Independent Sector and the boards of CompassPoint, Net Impact, JCYC, Barrister Club (BASF), and Community Initiatives. | |||
| 27 Aug 2024 | Ep 25 - Program Development in Social Service Nonprofits | 00:27:38 | |
Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we are honored to feature Tania Marino, a dedicated leader at Gather, a food pantry serving over 10,000 people in Portsmouth, New Hampshire. Tania spearheads Gather's innovative culinary programs, which address the pressing issue of food shortages and the challenge of providing nutritious meals to those who cannot afford them. Gather's impact extends beyond the traditional pantry, with a mobile unit, innovative programs, and market reaching even more people in need. Tania shares her journey in this inspiring conversation, the incredible work done through the Seacoast Waste Not coalition, and the powerful relationships that have fueled their success. From feeding children to supporting older adults, Gather's story is a testament to the power of community and perseverance.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients' missions, visions, and values. She specializes in nonprofit and tax-exempt organizations, social enterprise and business law, estate planning and charitable giving.
GUEST BIOGRAPHY: Tania leads Gather’s culinary programs: Cooking 4 Community (C4C), the Gather Café at Great Bay Community College, Gather Café catering, and the UNH Project. She joined the Gather team in 2019 after volunteering in the cooking program for two years. She studied economics at the University of Auckland and worked globally in international finance as a financial analyst and currency trader before transitioning to the nonprofit sector as a board member and direct service volunteer. Growing up on a farm in New Zealand, food has always been central to Tania’s life. She has always been interested in food sustainability around the world, and her passion for entertaining fuels her desire to create delicious and nutritious meals that support the environment and reduce food insecurity. Outside of work, Tania enjoys playing and coaching tennis, scuba diving, having fun with family and friends, and following the sunshine to faraway spots! | |||
| 19 Dec 2023 | Ep. 11 - Nonprofit Finances | 00:14:32 | |
Rick Dahlseid, who serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division, presents an interesting acronym to our host May Harris that he shares when teaching nonprofit financial management courses at UCSD. He refers to an acronym called M.A.R.L.I.N. The idea is that it is beneficial for nonprofit boards to have specific individuals on their board, starting with “M,” a Marketing Professional. Rick takes us through the initials, touching on all the pieces that make a board successful. May and Rick also share their thoughts on volunteering in the community and assisting nonprofit organizations.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: A Certified Public Accountant with a master's degree in Taxation, Rick is a financial expert by training and trade. His lead-servant perspective and warm personality give him an advantage in perfecting corporate vision and financial operations to ensure operational efficiencies. Rick enjoys sharing his ideation strength to plan and introduce enhanced operational and cost control initiatives to drive greater social awareness and mission impact. Rick has served as a leader, mentor, trusted advisor, and proponent of positive, productive organizational change in many types and sizes of organizations. Rick has unique expertise in the nonprofit area and has served in the Chief Financial Officer position for the past 18 years in healthcare, human services, arts and culture, environment, children’s initiatives, higher education, and affordable housing. He is employed by and serves on the Executive Management Team of PBO Advisory Group, leading the Nonprofit Division. Rick was honored to be named 2021 San Diego Man of Influence and a finalist in the respected 2020 San Diego Business Journal’s CFO of the Year awards. Rick is a Financial Executives International board member affiliated with the Financial Executive Networking Group and the CFO Roundtable. He is active in his church and enjoys exploring San Diego along with his wife, Denise, who is 42 years old. | |||
| 12 Sep 2023 | Ep. 5 - Nonprofit Advocacy | 00:34:48 | |
In this week’s episode, May is excited to host Pat Libby, a management consultant specializing in nonprofits and philanthropies. Pat delineates the array of services offered by her company while delving into the rationale behind nonprofits advocating for their causes. She illustrates instances where impactful legislation has been enacted in California due to grassroots lobbying efforts. Additionally, Pat and May discuss the significance of bylaws and governance in the nonprofit sector, emphasizing that these foundational components constitute the bedrock of any nonprofit organization and necessitate thorough understanding by its board members.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Pat Libby is a change management consultant to nonprofits and philanthropies. She has served as a CEO, academic, board member, and consultant to innumerable nonprofit organizations and foundations. Her firm helps organizations hone their strategy and structure, advance their position, find the right leaders, and better connect to the communities they serve. Never incremental in approach, Pat seeks to bring about transformational change in organizations and systems. | |||
| 09 Apr 2024 | Ep. 19 - Mission Matters | 00:26:31 | |
Dr. Crystal Trull, the head of CT Consulting, a company that offers expert guidance to nonprofit entities for their long-term viability, meets with May Harris, Esq. to discuss crucial topics relevant to anyone engaged with nonprofits. Crystal delves into the array of resources accessible to nonprofits and explores the intricate dynamics of board membership, emphasizing the crucial interplay between board members and the CEO. Additionally, they delve into the often underutilized roles within nonprofits, addressing duties and responsibilities. This episode is packed with valuable insights nonprofit leaders would find indispensable.
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RESOURCES: For Profit Law Group - Website CT Nonprofit Consulting - Website
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Dr. Crystal Trull is the Principal of CT Consulting, a consulting firm that provides leadership and expertise while engaging nonprofit organizations to ensure sustainability. With more than 20 years of experience as a nonprofit professional with experience in all aspects of leading, managing, and development, Crystal combines her academic and practitioner skills to provide solutions for small and large nonprofit organizations. Her clients range from all-volunteer run to large organizations in the fields of arts and culture, social services, community development, academia, faith-based, and civic engagement. Dr. Trull is also a lecturer in the Master of Nonprofit Leadership and Management program and the Master of Global Position and Strategy Graduate program at the University of California, San Diego. She teaches courses on nonprofit management, leadership, and governance. Trull received her Ph.D. in Leadership Studies at the University of San Diego. Her research focuses on nonprofit organizations and philanthropy, specifically nonprofit governance, regulation, and social enterprise earned income programs. Crystal is active in her community, having served on numerous nonprofit boards as Board Chair, Vice Chair, Parliamentarian, Member, and Committee Chair and Member.
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| 23 Apr 2024 | Ep. 20 - Public Policy & Nonprofits | 00:28:03 | |
May Harris, Esq. is honored to have Geoff Green, CEO of the California Association of Nonprofits, join us for the 20th episode of The Nonprofit Counsel Podcast! Geoff shares his insightful predictions for the future of nonprofits in California, shedding light on the opportunities and challenges ahead. He delves into the intricacies of Assembly Bill 590 and the crucial task of removing barriers that hinder the sector's growth and impact. Geoff points out that the collective voice of their extensive email list, comprising 60,000 passionate individuals, can drive legislative change. He provides valuable insights into the Johnson Amendment, elucidating its significance for nonprofits and the broader landscape of advocacy and activism.
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KEY TAKEAWAYS:
RESOURCES: For Purpose Law Group - Website California Association of Nonprofits - Website
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Geoff Green has been the CEO of the California Association of Nonprofits (CalNonprofits) since January 1, 2024. He previously volunteered on the organization’s Policy Committee and Board of Directors. For the prior nine years, Geoff led California’s largest community college foundation (the SBCC Foundation), where he created the SBCC Promise, one of the nation’s leading college promise initiatives. The SBCC Promise uses exclusively privately raised funds to cover two years of college expenses for all recent local high school graduates. Growing up in the San Francisco Bay Area, Geoff came to Santa Barbara in 1990 to attend UCSB. In 1997, he joined the Fund for Santa Barbara, serving as Executive Director from 2003 to 2015. As an activist-led community foundation, the Fund was a resource, convener, and funder for various innovative community organizations. It launched the Social Justice Award for Documentary Film and the Youth Making Change program. Geoff’s previous experience includes ten years of public affairs radio programming, electoral campaign organizing, and as a National Park Ranger. He also consults professionally. As a volunteer auctioneer, he has raised over $6 million for more than 60 nonprofit organizations and frequently emcees events, moderates panels, and facilitates discussions on community issues.
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| 27 Feb 2024 | Ep. 16 - Finding Your People | 00:38:39 | |
Trevor Blair, the founder of Blair Search Partners, joins May L. Harris, Esq., MA today on the Nonprofit Counsel podcast to discuss how to find the right people to help your nonprofit grow. Are all your preparations in order before commencing the hiring process? Where do you source your candidates from? How is your hiring process structured? Do candidates feel appreciated throughout the process, even if they're not selected? What organizational culture are you asking potential hires to leave their current positions for? Trevor answers these questions and others on today's episode.
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KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website https://blairsearchpartners.com/
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: A native of San Diego, Trevor Blair has over 20 years of experience in executive search, recruiting and workforce development. He began his career with Manpower, a global provider of recruiting and HR solutions, and was initially based in Sydney. After five years with the Australian operation, he transferred back to the US for graduate school and then rejoined Manpower in San Diego. After serving several years as a Business Development Manager, he shifted focus to building the company’s workforce development and executive search practices. During this time, Trevor worked closely with nonprofit organizations to develop training and job placement programs for underserved communities. He also helped secure public and private funding to back those programs, in addition to providing support in the areas of executive search and recruiting. In 2016, he leveraged this experience to launch a new firm, Blair Search Partners, specializing in search engagements for nonprofit and public-sector clients. Today, the firm manages 30-40 search engagements annually for clients across California and on the East Coast as well. BSP’s work spans almost every area of the sector, including philanthropy, human services, education, professional associations and the arts. Trevor’s community engagement has included numerous organizations, including his current board and committee positions with LEAD San Diego (immediate past chair), Zero8hundred (immediate past chair), and Catalyst of San Diego & Imperial Counties. Outside of career, Trevor is an avid endurance athlete, having competed in over 200 triathlons worldwide. He is a 10-time Ironman finisher and 3-time Boston Marathon finisher. He holds a BA from the University of Pennsylvania (summa cum laude) and an MBA from the University of Southern California. Trevor and his wife Megan live in the Point Loma neighborhood of San Diego with their daughter Eleanor (5) and son Julian (3). | |||
| 12 Mar 2024 | Ep. 17 - Making Strategic Plans Work for Nonprofits | 00:34:29 | |
Andrea Ortega, the Founder and CEO of Palante Nonprofits, has structured her company to aid nonprofit organizations with strategic planning, offering implementation guidance and customized training programs in English and Spanish. In a conversation with May Harris, Esq., MA, Andrea will explore various topics, including transitioning grassroots nonprofits into scalable entities. Maintaining a strategic plan that is both visionary and realistic is of utmost importance. The efficacy of your nonprofit's strategy can be assessed by the data collected to support it, indicating whether your goals have been achieved. With advancements in technology, there are now tools available to assist nonprofits. AI can even aid in crafting strategic plans, while Google provides tools to keep your team updated in real time. Stay tuned for this timely and crucial information pertinent to your nonprofit endeavors. IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website https://www.linkedin.com/company/palante-nonprofits-llc/
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Andrea Ortega, MNM, CNP, is the Founder and CEO of Palante Nonprofits, LLC, a nonprofit consulting practice specializing in strategic planning, implementation guidance, and tailored training programs in English and Spanish. With a Master's degree in Nonprofit Management from the University of Central Florida, Andrea is also pursuing her Ph.D. in Public Affairs. Previously, she was the Senior Curriculum Development Manager at Resilia, designing and curating over 200 courses and building a diverse team. Andrea has extensive experience developing curriculums and teaching in the nonprofit sector, covering public and nonprofit accounting and finance, strategic alliances, and urban affairs. Committed to the nonprofit community, she enjoys volunteering and spending time with her family. She can speak on various topics, including compliance and tech for nonprofits. Andrea is a proud #Gator, #Knight, and Colombian-American. | |||
| 10 Oct 2023 | Ep. 7 - Nonprofit Accounting, Bookkeeping & Tax Reporting | 00:33:29 | |
On this episode of Nonprofit Counsel, May visits with Terrell Turner, a bookkeeper and financial advisor who specializes in working with nonprofits. He brings valuable bookkeeping and tax reporting insights to startup nonprofits and those operating for some time. Terrell’s expertise as an accountant specializing in nonprofits and his podcast and website dedicated to the nonprofit sector speak to his wealth of knowledge to share. His recommendations can help organizations avoid common mistakes and navigate the unique challenges of managing a nonprofit's finances and reporting obligations.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
Business Talk Library - Website
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Terrell Turner Hi, I’m Terrell. I’m the guy who’s concerned about how businesses are going to survive and grow in this new business world. I host a show called Business Talk Library, which examines a wide range of problems and solutions affecting business today. I use my experience with Fortune 500 companies to consult with start-up businesses and mid-size companies. It’s my job to start the conversation on what your goals are. Together, we’ll design a course of action to achieve them. | |||
| 18 Jul 2023 | Ep. 3 - Nonprofit Leadership | 00:34:30 | |
May is joined by Dr. Laura Dietrick, an expert from the Nonprofit Institute at the University of San Diego, to delve into leadership within the nonprofit sector. Together, they explore two impactful initiatives offered by the university that equip students with comprehensive knowledge about managing a nonprofit organization. By shedding light on common misconceptions associated with nonprofits, students receive valuable training opportunities at the Nonprofit Institute and the Nonprofit Leadership and Management graduate program.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website The Nonprofit Institute - Website Nonprofit Leadership and Management - Website
GUEST BIOGRAPHY:
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization and then found herself serving as director of its board. With her legal expertise and newfound knowledge of nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Master of Nonprofit Leadership and Management from the University of San Diego in. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States.
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| 11 Jul 2023 | Nonprofit Counsel Podcast Trailer | 00:04:14 | |
Welcome to the Nonprofit Counsel Podcast, your go-to source for expert insights and practical advice on all things related to starting and leading a nonprofit organization. If you're looking to start your own nonprofit organization, gain tax-exempt status, manage your board, communicate your purpose or fundraise for your cause, this podcast is the perfect resource for you. Hosted by May Harris, Esq., MA, founder of FPLG and an experienced nonprofit professional, each episode of the Nonprofit Counsel Podcast offers valuable tips, tools, and strategies to help you navigate the complex world of nonprofit management. May's deep knowledge and expertise in nonprofit law, financial management, and consulting make her the ideal guide for anyone looking to be involved with a successful nonprofit organization. So, whether you're a seasoned nonprofit leader or just starting out, join us on the Nonprofit Counsel Podcast and discover how to shortcut the learning curve and achieve your nonprofit goals. We've got you covered. Subscribe now and start making a difference in your community today! “The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.’ These words frame my work, and they define my actions." -Ralph Waldo Emerson
About the Host:
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients missions, visions, and values. She specializes in nonprofit & tax exempt organizations, social enterprise & business law, and estate planning & charitable giving.
May received her undergraduate degree from the University of Utah, before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization, and then found herself serving as director of its board. With her legal expertise and newfound knowledge on nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this.
She returned to school, earning her Masters of Nonprofit Leadership and Management from the University of San Diego. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States.
https://www.linkedin.com/company/nonprofit-counsel/ https://www.instagram.com/nonprofitcounsel/ https://www.nonprofitcounsel.com/
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| 02 Jan 2024 | Ep. 12 - Serving as a Nonprofit Board Member | 00:48:55 | |
Is your nonprofit progressing toward achieving its mission? Is it ensuring long-term sustainability? Our host May Harris discusses these crucial matters with David J. O’Brien and Matthew D. Craig, coauthors of "Building Smart Nonprofits, a Roadmap to Mission Success." The conversation delves into key insights about potential challenges in nonprofit operations and highlights success stories. One contentious topic explored is whether it is beneficial or detrimental for a budding nonprofit to host a Gala. Tune into this episode of Nonprofit Counsel to get the answers to your questions about serving as a nonprofit board member.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
Building Nonprofits, a Roadmap for Mission Success - Book
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY:
David - David J. O’Brien enjoyed a career in the for-profit sector over a span of 45 years, with broad-based experience in multi-industry corporate development, finance, and management of organizations ranging from Fortune 500 conglomerates to startups. David has served as Board Chair, Committee Chair, and Director/Trustee of numerous nonprofits in diverse fields, including education, international health NGOs, social services, and the arts. He resides in rural San Diego County with his wife, Dr. Paula Cordeiro, and when not active in the nonprofit community, enjoys sailing Colibi, his 60-year sloop, cooking, oil painting, and accompanying Paula on her travels working with NGOs in Africa, & Central/South America.
Matthew - Matthew D. Craig is vice president and senior relationship manager with JPMorgan Chase, specializing in providing a broad range of services to governments and nonprofit organizations. With over twenty years of experience in the financial sector, he has held positions in credit underwriting, commercial and small business banking, and private wealth management. Throughout his academic and professional careers, Matt has been an active volunteer and advocate for myriad social organizations. He is a philomath, teacher, traveler, and mediocre beach volleyball player. Matt currently lives in Escondido, California, with his wife Courtney and their twins, Kerrigan and Landry.
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| 18 Jul 2023 | Ep. 2 - Nonprofits and Insurance | 00:32:58 | |
May Harris hosts Bill Brennan, Principal, CRO of CMR Risk & Insurance Services, to discuss the often overlooked necessity of insurance for a nonprofit. Often a start-up is unaware or doesn’t believe insurance coverage for a nonprofit is necessary. The simple fact is board members can be liable; employment litigation is common, and not having the proper risk management tools in place can put a nonprofit out of business. Don’t miss this informative discussion.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website
GUEST BIOGRAPHY: Bill Brennan
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization and then found herself serving as director of its board. With her legal expertise and newfound knowledge of nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Master of Nonprofit Leadership and Management from the University of San Diego in [year]. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States.
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| 13 Aug 2024 | Ep 24 - Nonprofits, Podcasts, and Partnership | 00:43:20 | |
Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we are honored to feature Traci DeForge, the founder of Produce Your Podcast and Co-Founder of The Podcast Professionals Association. Traci shares the mission of Produce Your Podcast, the producer of The Nonprofit Counsel podcast, and discusses the inspiration behind co-founding The Podcast Professionals Association. The conversation delves into the importance of hiring a professional to guide you through the steps of starting a nonprofit correctly, explores the differences between a 501(c)(3) and a 501(c)(6), and provides insights on compensating founders. This episode is packed with valuable information for anyone looking to start a nonprofit or those working in the nonprofit sector with questions.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website Traci DeForge - Produce Your Podcast - LinkedIn Produce Your Podcast - Website How To Start A Nonprofit That Will Change The World Book
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Traci is recognized as an international podcast expert, sought-after speaker, and media contributor featured on ABC, CBS, NBC, CNN, CTV, Fortune.com, and American Express Open. She co-hosts Ask Brien Radio Show on KHTS AM & FM, Los Angeles, CA. Produce Your Podcast was named by Media & Entertainment Business Review as a Top 10 Podcasting Services Provider 2024. Her 30-year professional career reflects a unique combination of Award Winning Mixed Media Production, Business Consulting, and Broadcast Radio Expertise. This powerful combination led to the founding of Produce Your Podcast, a premier podcast consulting & production agency providing a comprehensive, full-service, high-quality solution to incorporating podcasting into B2B and B2C clients' overall digital marketing strategy. She is the creator of PodHive, an online community for business growth-focused podcasters, The Podcast Management Academy, the industry's only certification program for Podcast Managers & Co-Founder of The Podcast Professionals Association. | |||
| 30 Jan 2024 | Ep. 14 - Differences Between Charities and Private Foundations | 00:34:47 | |
Are you familiar with the distinctions between a public charity and a private foundation? Is fundraising permissible in states where you lack registration? When is the appropriate time to utilize a 1023 EZ Form? Danika Mendrygal, CEO and founder of Mendrygal Law firm in Dallas, Texas, joins May Harris, Esq., MA in this episode of the Nonprofit Counsel Podcast, to explore these and other critical questions that often elude nonprofit organizations and may lead them into complications. Grab a pen and paper to absorb valuable insights – don’t miss this episode.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Danika Mendrygall Danika Mendrygall founded Mendrygal Law to build a law firm devoted exclusively to serving nonprofit and tax-exempt clients. Danika guides clients through the many complexities of establishing, growing and managing a tax-exempt organization. She provides counsel, advice and representation in taxation, corporate governance and compliance issues.
Before launching Mendrygal Law in 2015, Danika spent 12 years at a nationally recognized firm. This big firm background elevates her practice, allowing Danika to handle the most sophisticated matters for clients. Nonprofit organizations are subject to a highly complex series of regulations and requirements that impact all areas of operation. Danika has the detailed knowledge needed to put all the pieces together and meet the full range of legal, tax and compliance needs of her clients.
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| 24 Oct 2023 | Ep. 8 - Is Serving on a Nonprofit Board a Good Fit for You? | 00:29:24 | |
May is excited to welcome Nicole Miller-Coleman, a professional fundraiser and consultant to nonprofits. Together, they extensively explore the realm of nonprofit board membership. When presented with the opportunity to join a nonprofit's board, what actions should you consider to protect yourself? Furthermore, what potential breaches of the bylaws could a board member commit, and to what extent does promoting diversity hold significance within the board? May and Nicole will answer these thought-provoking questions today on The Nonprofit Counsel Podcast.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
Nicole Miller-Coleman - Website
ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: Nicole Miller-Coleman is a skilled, insightful and ethical nonprofit professional with expertise in capacity building, fund development and nonprofit business operations who brings 20 years of experience working with organizations ranging from design studios to universities to aircraft carrier museums. Early career included extensive experience in arts administration and art exhibit production.
CORO Southern California/San Diego Commission for Arts and Culture Arts Leadership Program Fellow. Certified in nonprofit management and leadership (CNP) by the Nonprofit Leadership Alliance in 2012. | |||
| 17 Sep 2024 | Ep 26 - Asking the Tough Questions | 00:36:52 | |
In this episode, we’re joined by Ryan Ponsford, co-founder of Gateway for Good and founder of Main Street Philanthropy. Ryan shares his journey from board member to philanthropy advocate, discussing the importance of asking tough questions and bringing various skills to the table as a board member. He dives into the origins of Main Street Philanthropy, which aims to prevent family disputes over wealth by teaching the next generation the value of giving. Through compelling stories, including his work with competing gang members and wealthy families, Ryan highlights the transformative power of philanthropy to foster vision, trust, and communication. He believes in the profound impact of giving and urges us all to start small, as kindness and empathy will follow.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES: For Profit Law Group - Website https://www.gatewayforgood.com/ https://www.linkedin.com/in/ryanponsford
BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients' missions, visions, and values. She specializes in nonprofit and tax-exempt organizations, social enterprise and business law, estate planning and charitable giving.
GUEST BIOGRAPHY: Ryan Ponsford My experience and credentials come from 20 years in the financial industry, both at an institutional and private level. Individuals, advisors, and families bring me into their lives to bring clarity and simplicity to complex challenges, often involving their businesses, wealth transition, giving greater impact, or providing a unique perspective on reducing risk. I've worked with families worth several hundred million dollars and those just starting their earning years. I engage business leaders to create giving programs for their companies and employees to experience the joys of giving purposefully.
I've designed and launched multiple companies, some that have worked, many that have failed miserably. In each endeavor, I learn, grow, and better understand the power of giving and service. And what have I learned? We're all just people trying to do the right things for the right reasons. We all wake up with fears and insecurities, opportunities and challenges. We're all trying to find a tribe to connect with to enjoy this experience called life more fully. | |||
| 26 Sep 2023 | Ep. 6 - Nonprofit Fundraising: Events | 00:43:10 | |
May is excited to welcome A.J. Steinberg, an expert in nonprofit event coordination and engagement strategies, to discuss the intricate details of orchestrating an event for your nonprofit entity. A.J. shares her wisdom about the three tiers of donors and the importance of cherishing them. She will dissect the factors leading to event failures and the ingredients contributing to their triumphs. A.J.'s dedication to her craft shines through as she deliberately redirected her lucrative expertise to empower nonprofits in attaining their fundraising aspirations. Brace yourself for a standout episode that you'll find yourself revisiting often.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
For Profit Law Group - Website
ABOUT THE HOST:
May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving.
GUEST BIOGRAPHY: A. J. Steinberg With over 20 years of experience as a nonprofit event planner and engagement strategist, A.J. Steinberg has produced over 100 successful events and raised millions of dollars for organizations with her Los Angeles-based production company.
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