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What begins as a simple question about a better option for the SWOT analysis turns into a strategic planning (don’t call it that!) extravaganza! Join Stacey and Andy this week as they deconstruct the facilitated planning session and share tips, tricks and some horror stories, too. Thanks for listening, and don’t forget to send in questions to [email protected] to keep the podcast rolling. Topics: What alternative to the SWOT analaysis can we use to get planning conversations going – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Just one question this week and it’s massive! If we’re halfway through the fiscal year and we’re not going to come anywhere close to hitting our revenue targets, how should the board go about cutting expenses? Yikes! Stacey and Andy get to the bottom of it, but it took the whole episode. Happy New Year, thanks for listening and supporting us with your questions. We look forward to answering even more in 2026. P.S. [email protected] is the email address. Topics: We had a bad year and the board needs help deciding what expenses to cut. Help! – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Can the board request that no staff are present during board meetings? Stacey and Andy have the answer! Also this week, we talk about managing a chatty volunteer that’s making it hard to get work done, and have a nice discussion about how to start up a planned giving program. Thanks for joining us this week, and from everyone here at the Nonprofit Everything podcast, we wish you happy holidays! We asked Santa to send us questions to [email protected], so maybe you can help!? Topics: How do we get ready for planned giving? – skip to this question Can the board request that no staff are present during board meetings? – skip to this question How do we manage an overly chatty volunteer? – skip to this question Mentioned this week: National Association of Charitable Gift Planners Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Upcoming tax law changes mean that there could be a lot of unexpected gifts hitting before December 31st this year. How do we keep windfalls from ratcheting up board expectations for years afterwards? Stacey and Andy have some thoughts! Also this week, we hear from a volunteer who has been treated very badly, and have an actual disagreement about whether or not to use AI to compile notes from a board meeting! Thanks for joining us, and set your “point of action” to remind yourself to send a question to [email protected]! Topics: How do you manage an “outlier” year? – skip to this question What should I do if an organization doesn’t want my volunteer help? – skip to this question Should we let AI generate our board minutes? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Wait, now a board member wants us to *not* run like a business? I’m so confused. But Stacey and Andy can help! Also this week, we talk about disengaged board members who refuse to step down, and what kinds of smart questions to ask when vetting bookkeepers and CPAs for your nonprofit. We really appreciate all our listeners (this Thanksgiving we’re thankful for you!) As always, send questions to [email protected]. Topics: Now it’s “Don’t run your nonprofit like a business?” – skip to this question What should we ask when vetting our first bookkeeper/CPA? – skip to this question Dealing with disengaged board members who refuse to resign! – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

What legal risks does a person take on when they agree to be a nonprofit treasurer? Stacey and Andy have some thoughts. Also this week, we talk about different generational takes on PTO policies (how exciting!) and some practical advice about who has to keep the random donor swag at their house. Thanks for joining us this week, and do not forget to send any and all nonprofit questions to [email protected]! Topics: Do I have to keep the swag at my house? – skip to this question Younger employees are abusing PTO! Help! – skip to this question What legal risks should a prospective nonprofit treasurer be aware of? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

I think I’m being forced to retire. Everybody keeps talking about succession planning, but this nonprofit is my baby! Stacey and Andy can definitely help. Also this week, we talk about how to keep your head above water when there is *a lot* going on and all of it is important. Thanks for joining us this week, and don’t forget to send all of your nonprofit related questions to [email protected]. Topics: Why does everybody keep asking me about succession planning? – skip to this question When everything is urgent, how can we do it all? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Is it possible to convince a resistant board that a merger is necessary to save the nonprofit from a “long, slow death?” Stacey and Andy have some thoughts. Also this week, a Board Chair faces a tough ethical and financial conflict: A major donor’s substantial pledge is contingent on replacing the CEO/ED! What’s the right move when the board already has performance concerns? Thanks for joining us this week and don’t forget to send your nonprofit-related questions to [email protected]. Topics: How do I convince my board that a merger is a good idea? – skip to this question Help! A donor’s big gift is contingent on firing the ED! – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

When you’ve spent years crafting your vision for the successful nonprofit you’ve founded, how do you prevent future boards and leaders from screwing it all up? Predictably, Stacy and Andy have a few thoughts. Also this week, we talk about whether or not fractional CFOs are a smart idea, and how they might be best used. Thanks for joining us this week, and don’t forget to (please) send your questions (thank you) to [email protected]. A Q&A podcast without any Qs wouldn’t make much sense, would it? Topics: How does a founder maintain their vision when other people have to be involved? – skip to this question Is it time for our nonprofit to get a fractional CFO? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

How should you respond when a board member prospect declines your offer? Is there anything to learn from that experience Join us this week as Stacey and Andy tackle that topic. Also, we talk about how small nonprofit shops get up to speed on all of the posssible planned giving options, and prove that we’re not above bribing people with the promise of a picture of a cat. Thanks for joining us this week, and be sure to send your questions to [email protected]! Topics: Where do small organizations get planned giving expertise? – skip to this question How do you respond when a board member prospect declines to serve? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Is there anything you can you do if your organization has trouble hanging on to volunteeers? Stacy and Andy have some thoughts! Also this week, we talk about whether or not the executive director should have a seat on the board, and go really deep on fair market value, exchange transactions and why silent auctions always underperform. Thanks for joining us this week and be sure to send your questions to [email protected]! Topics: We’re struggling to keep our volunteers! Help! – skip to this question Why shouldn’t the executive director be on the board? – skip to this question Should we provide a tax receipt for our educational programs? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

What is the best way to get staff to recognize that they’re ambassadors for the organization? Stacey and Andy have some thoughts. Also this week, we talk about how to get an underperforming employee back up to scratch. Thanks for joining us this week, and don’t forget to send your questions to [email protected]! Topics: How do we get our staff to be ambassadors for our organization? – skip to this question Dealing with an underperforming employee – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

What can you do when cash runs out and you can’t even make payroll? Andy and Stacey have some thoughts. Also this week, we find out if it’s possible for an executive director to effectively run a nonprofit by remaining in the background, and have a quick chat about outsourced HR. Thanks for joining us this week, and please, please, please, please, please send any nonprofit related questions to [email protected]. Topics: What HR functions should we outsource first?- skip to this question Help! We can’t make payroll! What can we do?- skip to this question Can an Executive Director stay in the background? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

How do you get funder site visits just right? Stacey and Andy have some thoughts! Also this week, we talk about budgeting for grant revenue, and have an interesting discussion about managing end user fraud (and whether it’s something you should be worried about at all!) Thanks for joining us this week, and don’t forget to send that question that you wish someone else would ask to [email protected]. Topics: How do you budget for potential grant revenue?- skip to this question We didn’t get the funding after the site visit! What did we do wrong? – skip to this question Should we address potential end-user fraud? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast

Nonprofits are “business on hard-mode,” and sometimes this can take a toll on board members and staff. Is there something we can do about burnout in this high-stress environment? Stacey and Andy have some thoughts! Also this week, we talk about good ways to preserve our organization’s stories, and discuss the tightrope-walk that is determining the first executive director’s salary. Thanks for joining us this week, and please send your questions to [email protected]. Topics: Keeping your organization’s stories – skip to this question How do you determine the first executive director’s salary? – skip to this question Can you prevent board member burnout? – skip to this question Mentioned this week: Review us on Apple Podcasts! Review us on Spotify! Review us on Podchaser! Hang out with us on Discord! Ask us a question Sponsor the podcast