Board CafeBoard CafeShort enough to read over a cup of coffee, Board Café has everything you need and want to know to help you give and get the most out of board service.

Board Cafe: Meaningful Acts of Appreciation for Boards and Staff - 7 Do's and 2 Don't's

"We [board members] do this huge amount of work, and we're volunteers,Dumb farewell doodads graphic but the staff never seems to have any response but criticism for us not doing more!"

"I'm the executive director, and the board just seems to focus on what we haven't accomplished, instead of giving me credit for all the things I have accomplished!"

How many times have we heard (or thought) something similar? Despite admonishments to "give positive feedback," it often seems that efforts between board and staff of appreciation feel trivial at best, and even hypocritical or enraging at worst. What are some ways to express authentic appreciation that are meaningful to the recipient, and send the right message about values? Seven quick ideas:

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What should boards know about insurance brokers?

Considering how insurance costs typically constitute a sizable chunk of aBoard Cafe logo nonprofit budget, this significant cost is remarkably un-examined. A key part to getting the lowest costs, the best coverage, and the best service is getting the right insurance broker. But what exactly is an insurance broker and what do they do? What should we look for in a broker? How do we find a good one?

To find out we asked Pamela Davis, founder and president of two major nonprofit insurance companies-- Nonprofits' Insurance Alliance of California (NIAC) and Alliance of Nonprofits for Insurance, Risk Retention Group (ANI-RRG).

Blue Avocado: Pamela, to start with: What is a broker, anyway, and how are brokers different from insurance companies? > Read more

In Search of Unicorns: Finding and Hiring Outside Grantwriters Part 2

In Part 1 of this article, Wes Mukoyama of Yu-Ai Kai asked the question: "As aBoard Cafe logo small agency . . . how do I look for a grantwriter? I have talked to a few who either want to be paid by the hour or receive a percentage of the grant. Any suggestions?" We discussed why hiring outside (contract) grantwriters seems to work so seldom - either for the community nonprofit or for the grantwriter. We also suggested two additional choices: hiring support staff to free up your program managers and executive director to write grants, and growing your own grantwriters.

In this issue's Part 2, we’ll discuss how to find grantwriters, select them, how much to pay them and what kinds of payment arrangements to choose. (And in Unicorns Found, we profile two of these elusive creatures.)

A. How to find one

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Unicorns Found: Meet Two Grantwriters

In Part 1 of Blue Avocado's series on hiring grantwriters, we compared grantwriters to unicorns: elusive, seldom-seen miraculous creatures, possibly mythical. In researching this article we reached out to dozens of grantwriters. Here you have a chance to meet two of them.

Anthony Izzo, a one-time English teacher, worked in Las Vegas real estate and other businesses before becoming a grantwriter.

How did you get involved in grantwriting?

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Abolish Board Committees?

Freedom feeling on beach A fresh and radical idea: consider eliminating all (or most) of your board committees. Too many boards are bogged down by committees that are inactive or maybe even semi-fictitious. And board members can feel compelled to be on three or four committees each!

The reality is that very few committees need to exist in perpetuity. Instead of a permanent Personnel Committee, for example, create a time-limited HR Task Force to oversee policy revision and then disband. In place of a standing Program Committee, form a time-limited Library Committee that tackles reviewing library usage—and then dissolve the group. The sameBoard Cafe logo folks might volunteer for the subsequent Newsletter Overhaul Committee to reinvent the newsletter, and then move on after four months.

One permanent (standing) committee you'll probably need is the Finance Committee, which must oversee financial performance on a continuous basis. Some organizations might also want to keep a Fundraising Committee, while others might replace this body with two task forces: one to coordinate the fall luncheon and one to plan and manage the county fair booth.

Task forces, ad hoc committees and temporary committees all have specific tasks to accomplish in a specific timeframe. Signing up to work on a project with a clear goal and a termination point always trumps the prospect of indefinite service on a committee weighed down by a vague purpose.

An added bonus resulting from shifting to temporary committees is the changing mix of team participants. Interaction among a variety of members on the board will result in having the right people "on the bus" more often, and by board members getting to know more people on the board. And isn't getting to work with more people in new settings one of the reasons we join boards in the first place?

Go for it!        

Reasons to have - and reasons not to have - an attorney on the board

“We should have an attorney on the board.” It’s conventional wisdom we’ve all heard. We expect that an attorney would bring legal expertise (so we wouldn’thave to pay a lawyer) and that she’ll have a skill set, personality, and community stature that would benefit our organization. Attorney Mark J.Goldstein of Milwaukee shares some thoughts . . .

Not all attorneys are wise, expert, facilitative, financially generous and well regarded. (You knew that!) With more than one million lawyers and 196 law schools in the United States, it may be hard to find the Abraham Lincoln's and Atticus Finch’s of the profession. As a result, and because a board’s success depends upon its gestalt as much as the traits of its individual members,boards should think a bit about the contributions an attorney might make:

Lawyer on board signAdvantages of having an attorney on the board

1. Professionalism, conscientiousness, attention to detail. Notwithstanding all the lawyer jokes, attorneys are learned professionals. They are typically detail-oriented, conscientious, and risk-averse. Many are citizens and activists committed to doing the right thing (admittedly a fluid concept). Such an attorney is an asset to any board.

2. Legal knowledge and skills. Attorneys are trained in law school to take in legal and factual information, to analyze that information, and to make recommendations based upon fact, law, financial risk, and other factors. There are many instances where—short of serving as the organization’s attorney—this point of view can be very helpful.

Disadvantages of having an attorney on the board

1. The wrong specialty. The constantly increasing rules and regulations mean that the law is far more specialized than ever before. How helpful will an intellectual property attorney be with respect to nonprofit lobbying rules? What might a real estate attorney contribute to a discussion on

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What Do I Say to a Donor or Funder?

Board Cafe logo

Let's say you're at a reception, a conference, or a holiday party and across the room you see someone who has made a donation or a grant to the organization on whose board you serve. What do you say?

First, thank the donor: "Glad to meet you. I want to thank you for all the support you've given our organization. It means a lot to us."

Second, introduce yourself: "I'm a board member. I got involved because I think this cause is so important."

Third, ask why he or she gives: "I'd like to ask you a question . . . what is it about our organization that made you decide to a contribution/grant to us?"

Fourth, ask for advice: "If there were one thing you wish we'd change about our organization, what would it be?"

Got it? TIA-1: Thank, Introduce, Ask why, and 1 thing.

Board Meetings by Phone: Legal? A Good Idea?

With gas prices rising and everyoneBoard Cafe logo getting busier, more and more board members want to participate in board meetings by telephone. The advantage: more people participate. The disadvantage: there’s a lot lost in human interaction for both the board member and the board-as-a-whole when the meetings aren’t face-to-face. Consider this policy a member can attend by phone only twice per year, and new board members can attend by phone only after they’ve been to at least three meetings in person. Some boards don’t permit participation by phone at all. If you do decide to have some people phoning in to meetings, don’t just use the speakerphone option on a regular phone.Invest in a dedicated speaker phone with “duplex features” so that sound can travel both directions simultaneously and everyone can actually hear.

What are the laws on board meetings by conference call?

Such matters are regulated by states (not the federal government) but > Read more
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