Charity Therapy

What happens when you ask a 14 year-old to give advice to a bunch of board members who can't get along? Well, sometimes your local teenager might just give you the BEST take on the situation.

I'm joined by a very special guest this episode: my kid, Max. We start with a crash course on what a nonprofit board is, why board members are volunteers, and what the typical officer titles really mean. Then Max puts on his guest expert hat and helps me untangle a board drama that's threatening to sink an entire organization.

Real Listener Questions:

Becoming a volunteer at my nonprofit requires a majority board vote, and becoming a full board member requires a unanimous vote. Now our president is trying to impose veto power so he can overturn our votes if he disagrees. Other board members and I think he's trying to become a dictator instead of a leader. How do I make him understand he doesn't own the nonprofit and doesn't get to call all the shots?

Max and I dig into what's really going on here, why veto power isn't how healthy boards work, and why the answer to almost every board conflict comes back to one thing: communication.

What You'll Learn:

Bottom line: You can't hammer your will through a board with veto power and expect the organization to survive. Communication, being heard, and a real sense of community are what keep a nonprofit standing. And sometimes a teenager can see that more clearly than anyone.

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Fundraising doesn't have to be intimidating, jargon-filled, or a total drag.

I'm joined by Patrick Kirby, the nonprofit and fundraising consultant behind Do Good Better Consulting and a self-described human exclamation mark. Patrick brings so much energy and joy to fundraising that it's genuinely contagious. We tackle three listener questions, bust some persistent fundraising myths, and Patrick goes on a rant that you will not want to miss.

Real Listener Questions:

What do you do when your software is getting in the way of your marketing? How do you keep the faith when what you're trying just isn't working?

Patrick and I dig into what actually drives donations, why software is never the silver bullet, and why losing a program that made you almost no money might be the best thing that ever happened to your fundraising.

What You'll Learn:

Bottom line: You're doing more impact than you think. Let the old ways go, focus on great stories and real relationships, and remember that you're part of the solution to problems the government can't fix on its own.

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What if you could just... skip the whole "having a board of directors" part of running a nonprofit? Turns out, you're not the only one who've thought about it!

We all know every nonprofit pro has quietly wondered at some point whether they really need a board at all. This week's listener question puts that quiet part out loud, and we dig into what's really going on when a board goes off the rails.

Real Listener Question:

"I work for a small business league and our whole board is useless. They do nothing to help us but keep finding random projects for us to do. The directors all say they're too busy for their normal board duties. My ED and I are wondering if there's a way to get all the board members to just sign away their roles so we don't have to have a board at all. Can we do that?"

Meghan and I break down what a board is actually supposed to do, why some people join boards for reasons that have nothing to do with the mission, and why "let's just get rid of them" is a fantasy (even though the underlying frustration is very real).

What You'll Learn:

Bottom line: It's completely normal to be frustrated with your board. You're not alone. But the answer isn't getting rid of them. It's figuring out what your board is actually there to do and getting them back on track.

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Your nonprofit is doing well, but you're worried you'll lose good employees if you don't offer retirement benefits. You've heard of a 401(k), but is that the right move?

I'm joined by Christopher Tipper of Hunter Benefits Consulting Group to break down retirement benefit options for small nonprofits. Christopher helps us wade through the alphabet soup of 403(b)s, 401(k)s, and simple IRAs.

Real Listener Question:

"I'm an Executive Director of a small org, and I've been advocating to my board that it's time to offer more benefits, including a 401(k). I realize it's a selfish ask since I'd benefit too, but I think it would help us recruit and retain good people. I started researching and I'm already in over my head. How do I even begin?"

Christopher and I walk through the retirement plan options that actually make sense for small nonprofits, why the 401(k) isn't always the best fit, and what the ED needs to know before pitching this to their board.

What You'll Learn:

Bottom line: If you're the ED asking whether it's a conflict of interest to advocate for retirement benefits, stop worrying. The board decides. Your job is to make the case, not to feel guilty about being included.

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A nonprofit was built to run like a co-op. Everyone's equal. There's no HR. Is that your dream, or a nightmare that feel suspiciously like high school?

I'm joined by Dr. Pablo Otaola, CEO of Thriving Culture LLC, to tackle a listener question about this exact scenario. An executive director walked into an organization built on flat structure ideals, but instead of a utopia they found bullying, cliques, and power plays..

Real Listener Question:

"I'm an ED for a nonprofit with a flat structure. We supposed to run like a co-op, where everyone but the board and ED shares the same title. The goal was to create a fair and equitable environment, but in practice it's like high school. Bullying, power plays, cliques trying to control the group with zero accountability. How do I change the organization?"

Pablo and I break down the problems we've seen with flat organizational structures, what actually creates a thriving culture, and how a nonprofit leader can start changing the DNA of an org that's been stuck for years.

What You'll Learn:

Bottom line: You don't hire the surgeon not to cut you. If your culture is broken, it's okay to ask for help. Change is uncomfortable, but it's the only way forward!

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You're sitting on a nonprofit board. You haven't done anything wrong. Could someone really sue you personally over it? The unfortunate answer is YES, and the costs can pile up fast.

I'm joined by Cody Wiswasser, an insurance professional at Community Partners Insurance Group, to tackle a question from a small animal rescue trying to decide whether directors and officers insurance is actually worth the cost. The short answer is yes, but Cody walks me through why that is, and what most nonprofit boards don't realize about their exposure.

Real Listener Question:

"We recently learned about directors and officers insurance but I'm not sure if it's really necessary. I'm worried the cost will be prohibitive for her. I don't want some litigious person to come after me for something stupid, but we work in a small community where everyone knows everyone. Is this really worth it?"

Cody and I break down what D&O insurance actually covers, why most claims aren't what you'd expect, and why every nonprofit needs this coverage no matter how small.

What You'll Learn:

Bottom line: No one is going to wave their fairy dust over your nonprofit just because you're doing good work. Plan for risk like you mean it and protect your board before something goes wrong.

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Your nonprofit hosted its first ever strategic planning retreat… and it was a complete disaster. So, what do you do now??

I'm joined by R. Perry Monastero, owner of RPM Consulting Group, to dig into a listener question that had us both saying "oof" out loud. A brand new board member sat through a nightmare retreat full of college-style exercises and definition debates. They want to help the board get back on track, but they don't want to step on toes as the newest person in the room.

Real Listener Question:

"We had our first ever strategic planning retreat, and it was a NIGHTMARE. We came up with words like 'diversity' and 'integrity' and sat around debating definitions for the entire retreat. Afterwards, the ED and president drafted a new mission statement and emailed it to the board with a litany of questions. I want to help us get back on track. What do I do?"

Perry and I break down what strategic planning actually is, why this retreat probably wasn't really strategic planning at all, and how a new board member can navigate the situation gracefully.

What You'll Learn:

Bottom line: You wouldn't have your best friend clean your teeth instead of a dentist. So why would you skip professional support for one of the most important conversations your nonprofit will have?

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So you've submitted your IRS application and you're anxiously awaiting the letter in the mail with their response. But what if it just… never comes??

Meghan and I tackle a listener question from a new nonprofit that did everything right – they got their tax-exempt status (yay!) but still can't find the actual letter. What do you do?

Real Listener Question:

"My org got approved as a 501(c)(3) according to the IRS bulk list for my state. But I never actually received the determination letter and it's not on the website. Is this common? I know that many grants ask for the actual letter, so I'm not sure what to do."

Meghan and I break down what a determination letter is, why it might not have arrived yet, and what to do if you need a replacement (for any reason).

What You'll Learn:

Bottom line: The IRS moves SLOWLY sometimes. You can request a new determination letter anytime, but remember that every new request is another filing that will take time to complete. Take a deep breath and be ready to wait.

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So a nonprofit hires an Executive Director, skips all the onboarding, sets no goals, and now… wants to fire them. Yikes!

I'm joined by Debbie Rabishaw, founder of HR consulting firm Next Step Advisory, to tackle a listener question that has more layers than an onion. A small nonprofit is in the middle of transitioning from a working board to a governing board, their new ED is getting mixed reviews, and some board members have already gone rogue. Things are messy, and Debbie and I have thoughts.

Real Listener Question:

"We hired a new executive director a year ago but didn't set any goals for her. A new evaluation committee sent out an anonymous staff survey and got mixed results, including some poor feedback. Now some board members want to demote her and split her role. I'm thinking of proposing a performance improvement plan, but we haven't documented any issues. What's the best way forward?"

Debbie and I dig into what this board is actually dealing with, why the response feels disproportionate to the situation, and what good performance management actually looks like for a nonprofit's first employee.

What You'll Learn:

Bottom line: You can't hold someone accountable for expectations that were never set. Own your part, reset the compass, and give this hire a real chance to succeed.

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So you're a charity grounded in religious values. Does that make you a church in the eyes of the IRS?

Meghan and I dig into a listener question that had me doing a genuine double take. A religious nonprofit submitted the 1023-EZ short form and got rejected because the IRS decided they were a church. What gives?!

Real Listener Question:

"The IRS rejected our 1023-EZ because they think we are a church, which would require the full 1023 form. But we are not a church. We are a religious organization. How do I fix the application to get them to accept our 1023-EZ?"

Meghan and I break down the key difference between a church and a religious nonprofit, why the IRS treats them differently, and what this listener may have done wrong on their application. Plus you'll get a classic Jess Birken rant about why the IRS doesn't make any sense!

What You'll Learn:

Bottom line: The IRS puts churches and religious nonprofits in different buckets. Knowing which one you are and how to say it on your application makes all the difference.

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You scraped together your own money to start a brand-new nonprofit. You're out the money, but can you at least take a tax deduction?

Meghan and I are back with a question from a new nonprofit founder who wants to know if the startup cash they put in before getting their 501c3 status counts as a tax-deductible donation. It's one of the most common questions we hear from new founders, and the answer involves a pretty handy IRS rule most people don't know about.

Real Listener Question:

"In June 2025, two friends and I created a housing placement nonprofit and each put our own money in to get it started. We earned our 501c3 status that September. Does that startup cash count as a tax-deductible donation even though it happened before our status was official?"

Meghan and I break down the IRS backdating rule, the chicken-and-egg problem of nonprofit startup costs, and what founders need to know before they file their taxes.

What You'll Learn:

Bottom line: Nonprofits are businesses, and businesses have startup costs. Know your options before you file, and don't double dip.

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Your nonprofit is doing real work, but do your financials show it?

In this episode, Meghan and I tackle a listener question from a small nonprofit that's running into a big problem: their numbers don't match their story. The for-profit company supporting them pays for nearly everything, but none of that shows up on the books, and funders are raising eyebrows.

Real Listener Question:

"Our employees, office space, and equipment are all paid for by a for-profit company and donated to our nonprofit. Our financials make it look like we're barely doing anything. I've been tasked with finding major funders and the narrative just doesn't match the numbers. What do I do?"

If your nonprofit receives donated goods, services, space, or time, this episode is for you. Meghan and I break down what in-kind donations are, why recording them matters, and how getting this right can completely change how funders see you.

What You'll Learn:

Bottom line: Your numbers tell a story whether you want them to or not. Make sure yours reflects the real work your nonprofit is doing.

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Your nonprofit closed its doors because of ICE enforcement or federal funding cuts. Is there an insurance policy that could actually help? Maybe, but the answer is a lot more complicated than you'd hope.

In this episode, I'm joined by Cody Wiswasser, an insurance professional at Community Partners Insurance Group, to dig into my questions. With so much uncertainty hitting nonprofits right now, I needed to know whether business interruption insurance is something my clients should actually be thinking about.

Here's the situation:

Can nonprofits get business interruption insurance? Are closures for ICE raids or funding cuts covered?

Cody breaks down how business interruption coverage works, what it actually takes to file a claim, and why the fine print in your policy matters.

What You'll Learn:

Bottom line: Insurance isn't a magic bullet, but it DOES matter for nonprofits. For nonprofits that qualify, business interruption coverage could be important for them.

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Do you know someone eyeing their retirement accounts to fund their nonprofit dreams? We need to talk!

In this episode, I'm joined by Jeff Beck, a wealth advisor at COE Financial Group, to tackle a listener question that had me equal parts fascinated and horrified.

Real Listener Question:

"My partner has a traditional IRA with about $100,000 in it. Can she invest that money in my 501(c)(3) without penalties? Do we need to set up a for-profit company for her IRA to invest in first? Are there IRS rules against her investing in something I founded and run?"

Jeff and I dig into the mechanics of IRAs, self-directed accounts, and what the IRS actually allows when it comes to retirement funds and charitable giving.

Spoiler alert: nonprofits DO NOT have shareholders so you can't "invest" in them and get a return! There are some serious red flags here, both on the legal side AND in this interpersonal relationship.

What You'll Learn:

Bottom line: Using your (or your significant other's) retirement fund to set up your new business is probably NOT a good idea. Protect yourself, protect your partner, and please, let that IRA grow.

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Finding a lawyer should not feel harder than solving the legal problem itself. And yet, here we are.

In this episode, Meghan and I talk about something that comes up constantly in my nonprofit law practice: how nonprofit leaders and boards actually find a good lawyer and how to tell whether someone is the right fit.

Real Listener Question:

"I am a board member tasked with finding my small nonprofit a lawyer. I am trying to collect five options for the board to review and have the board interview each lawyer. I've prepared an RFP to get information from as many firms as possible. Is there anything else I'm supposed to do to make sure we did a fair search?"

We dig into why hiring a lawyer is not the same as hiring other vendors and why an RFP is often the wrong tool for the job. We talk about common misconceptions nonprofits have about fairness, pricing, and process, and why trying to copy large institutions can backfire for smaller organizations. This conversation also pulls back the curtain on how lawyers actually work, what red flags to watch for, and how to avoid overcomplicating a decision that already feels overwhelming.

What You'll Learn:

Bottom line: Hiring a lawyer does not require a perfect process. It requires clarity, trust, and a focus on finding someone who understands your nonprofit and can actually help you.

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Nonprofit newsflash - your donation platform might be quietly annoying your biggest donors 😬

In this episode, Meghan and I dig into some nonprofit LinkedIn drama sparked by a post from the one and only Eve Borenstein. Here's the situation:

You gave a big donation, and you received an auto-generated donation receipt from the org's donation platform. The problem? The gift acknowledgement letter and receipt are WRONG.

We break down why donor acknowledgement letters matter so much, what the IRS actually requires in those receipts for gifts over $250, and how automated systems can unintentionally damage donor trust. We also talk about the growing trend of for profit software companies promising to "handle everything" for nonprofits while missing critical compliance details. If you rely on online donation platforms, this conversation will likely make you rethink what you are outsourcing and what still needs human attention.

What You'll Learn:

Bottom line: Donor relationships are built on trust and gratitude. When your systems create friction instead of appreciation, even unintentionally, it can cost you future support and credibility.

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Nonprofits are tax-exempt, so lots of people assume that nonprofits don't have to worry about taxes ever. Right???? Well, not quite 😐

In this episode, Meghan and I dig into a question I hear all the time from people who want to help their communities but are confused about how nonprofit tax rules actually work.

Real Listener Question:

"I own a couple of restaurants and we have several events to raise money for certain causes. Usually the money goes toward a charity or a local group, but sometimes we'll do it for a community member who needs financial support. The problem we're seeing is that when we give money to an individual, it messes up their taxes for the year. My bookkeeper suggested starting a nonprofit since nonprofit money isn't taxed. What kind of nonprofit would do that for us?"

Quick answer – nonprofit tax exemption does NOT mean that everyone can ignore taxes for any money coming from a nonprofit. Sorry to be the bearer of bad news!

In this episode, we unpack what tax exempt status really means (and what it absolutely does not mean). We talk about why starting a nonprofit does not magically make money tax free, how the IRS views giving cash to individuals, and where well-intentioned advice can lead to trouble for nonprofits AND their constituents.

What You'll Learn:

Bottom line: Nonprofits aren't a magic bullet to absolve you of all tax complications. Usually, starting a nonprofit doesn't make your charitable activities easier – in fact, sometimes it's best just to continue on with the good deeds you already do.

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You're getting donations for a nonprofit – and that's great! But sometimes generosity comes with strings you never expected.

In this episode, Meghan and I dig into the wild world of donor gifts and why nonprofits need clear guardrails to protect themselves from gifts that actually hurt the nonprofit.

Real Listener Question: "We have a donation button on our website where people can give online and set up recurring donations for monthly contributions. A few weeks ago, someone set up a daily 50 cent donation. Our accountant looked into it and is saying that it's not fraud or anything like that, but it just seems really silly. Our payment processor takes $0.30 out per transaction plus a merchant fee, so we're getting next to nothing on these donations. What do I do?"

This tiny daily gift opens the door to a much bigger conversation about gift acceptance policies and the hidden costs of donations. Meghan and I talk through the drawbacks, the admin time, the donor relationship dynamics, and the surprising ways well-intentioned gifts can actually drain your resources. We also break down how to set minimums, how to talk to donors with compassion, and how to avoid getting stuck with gifts that cost more than they give back.

What You'll Learn:

Bottom line: Not every gift is a positive thing for a nonprofit. Sometimes you need to say no and guiding donors toward giving that truly supports your mission.

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Think an audit is something to fear for your nonprofit? I get it! But what if it's actually a powerful tool for growth?

In this episode, I sit down with nonprofit auditor Hannah Hugen from Abdo to unpack what an audit really is and why it's not nearly as scary as it sounds.

Real Listener Question:

"We filed the 1023-EZ and said we'd stay under $50K… but now a funding opportunity would push us past that. Will the IRS audit us? Should we say no to the money?"

Hannah and I dig into what an audit actually involves, what the IRS does (and doesn't) care about, and how nonprofits can prepare for growth without panicking. We also talk through the "scary myths" that float around new organizations and the real steps you can take now to avoid future chaos. If you've ever wondered what auditors look for, how to document properly, or what GAAP even means, this conversation breaks it down in plain English.

What You'll Learn:

Bottom line: You don't need to fear audits — you just need systems, clarity, and good habits. Your nonprofit deserves room to grow, and the right preparation makes that growth possible without being overwhelmed.

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If your team is exhausted, overwhelmed, and constantly working nights and weekends, you might be dealing with more than a scheduling issue. You might be dealing with a culture problem that is hurting your mission.

In this episode, I invited my friend and people strategy expert Rachel Platt of Plattinum Consulting to talk with me about the hidden issues inside nonprofit overwork and what it really takes to build a sustainable organizational culture.

Real Listener Question: I'm a new staff member, and everyone at this nonprofit works tons of overtime without being paid (as hourly employees). The ED works all the time, and the team is drowning under an unspoken expectation to always be on. How do we fix it??

In this conversation, Rachel and I dig into what overwork actually signals inside a nonprofit, why compliance and culture go hand in hand, and how leaders can unintentionally create burnout without ever meaning to. We also talk about the uncomfortable truth that many nonprofits have normalized unhealthy habits in the name of "the mission," and why that approach backfires every time.

We share practical ways to reset expectations, open the right conversations, and rebuild trust without blame. You might hear some things that feel familiar, because almost everyone in the sector has lived some version of this.

What You'll Learn:

Bottom line: Your people are how your mission gets done. If they are burning out, you are losing capacity, trust, and impact. A healthier culture is possible, but it starts with honest conversations and leadership modeling the behavior they want to see.

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You've got a great business idea, people want to donate to help, and you're thinking… "What if I just start a nonprofit?" Hold up — let's talk about it.

In this episode, Meghan and I tackle one of the most common (and most frustrating) misconceptions out there — when entrepreneurs try to mix business ventures with nonprofit structures.

Real Listener Question: "I'm coaching a small business owner who wants to restore a historic hotel, turn it into an Airbnb, and start a nonprofit to collect donations for the renovation. He says it's a win-win — is that legal?"

This one had me fired up. We get into why turning your business dream into a "nonprofit project" is usually a fast track to tax fraud, how to tell when an idea crosses the line, and what to do instead. From historic preservation loopholes to optics in small towns, we unpack all the ways good intentions can turn into bad legal problems. If you've ever thought about forming a nonprofit to fund your own idea — listen to this first.

What You'll Learn:

Bottom line: Not every good idea is a nonprofit idea. If your goal is to make money, serve customers, or grow your business, that's awesome — it just means you need a for-profit model, not a charitable one.

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Nonprofit HR can be messy — but it doesn't have to be. Let's talk about when it's time to call in reinforcements (and what "reinforcements" actually look like).

I sat down with Mark Bromberg, a Business Performance Advisor at Insperity and one of my favorite people to send clients to when HR headaches start taking over. We dug into what PEOs (Professional Employer Organizations) really do — and when they make sense for nonprofits.

Real Listener Question: "Our professional association has seven employees. We're losing our CEO soon, and our board wants to consider alternatives. When does it make sense to have a PEO instead of a CEO or in-house HR support?"

This is one of those big-picture nonprofit management questions that hits close to home for a lot of leaders. In this episode, Mark and I unpack what a PEO actually is (spoiler: not just payroll!), what a true co-employment model looks like, and why choosing the right PEO is more than a price comparison — it's a relationship.

We also talk about how post-pandemic remote work complicates HR, why private equity moving into the PEO space should give nonprofits pause, and what "due diligence" really means before signing a PEO contract.

What You'll Learn:

Bottom line: Nonprofits don't exist to manage payroll, benefits, or compliance — you exist to change the world. The right PEO can help you do that, but only if you choose wisely and partner with someone who truly understands your mission.

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What happens when a for-profit giant "helps" nonprofits without asking first? Spoiler: chaos, confusion, and a lot of angry fundraisers.

In this episode, I sat down with my good friend and fundraising pro, Ephraim Gopin of 1832 Communications, to unpack the wild story of GoFundMe auto-creating donation pages for 1.4 million nonprofits — without their consent.

Real Listener Question: "What do we do if our nonprofit suddenly has a GoFundMe page we didn't create? Is that even legal?"

When news broke that GoFundMe scraped IRS data to create "official" donation pages for nonprofits, my inbox blew up. In this episode, Ephraim and I dig into what this means for your organization — from donor confusion to legal implications — and why this so-called "help" might do more harm than good.

We cover everything from the basics of what a good donation page should look like, to why this move could affect your nonprofit's SEO, compliance status, and even your donor relationships.

What You'll Learn:

Bottom line: Just because something is legal doesn't mean it's ethical. Nonprofits deserve respect — not to be treated like SEO bait. Whether you're claiming or deleting your GoFundMe page, make sure the donations that come in are on your terms.

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If your board hasn't met in ten months, that's not just awkward — it's a big problem.

In this episode, Meghan and I dive into a basic (but often overlooked) part of nonprofit governance: how often a board needs to meet, and what happens when it doesn't.

Real Listener Question: "My wife joined the board of a small arts nonprofit, but they haven't met once in ten months. The executive director sends quarterly updates by email — that's it. Is that legal?"

A board that never meets isn't really a board — it's a liability. Meghan and I talk about what state laws and bylaws actually require, what fiduciary duties board members are neglecting when they don't meet, and how to raise the issue without making enemies. We also unpack what counts as a real "meeting," why email updates don't cut it, and what to do if you're stuck on a board that's asleep at the wheel.

What You'll Learn:

Bottom line: If your board isn't meeting, it's not leading. You can't fulfill your fiduciary duties by inbox — and sometimes, the bravest move is to speak up or step out.

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Think a PEO will solve all your nonprofit's HR headaches? Not so fast — the fine print might surprise you.

In this episode, I'm joined by HR consultant Jess Holst from Aligned HRC to answer a listener's question about whether a professional employer organization (PEO) is the right solution for their growing nonprofit.

Real Listener Question: "We've grown from four employees to nearly twelve. I've been handling payroll and HR myself, but it's becoming too much. A board member suggested a PEO, but it feels too good to be true. Should we do it?"

PEOs get sold as a one-stop HR solution, but the reality is more complicated. Jess Holst and I unpack the promises versus the pitfalls: from hidden compliance traps, to the limits of what PEOs actually cover, to the unexpected costs that nonprofits often don't see coming. We also explore alternatives like fractional HR support and how to make smarter choices about employee benefits.

What You'll Learn:

Bottom line: A PEO isn't a magic HR fix. For some nonprofits, it might be a tool. For many, it's a costly distraction. What matters most is building a strong HR foundation — whether that's with fractional HR support, a trusted benefits broker, or a thoughtful plan for growth.

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Worried your nonprofit's DEI programs might be illegal now? You're not alone — and I can bet you won't be able to find the right answer on social media.

In this episode, I'm joined by Megan Fuciarelli from US2 Consulting to dig into what the latest EEOC guidance actually means for nonprofits trying to foster inclusion.

Real Listener Question: "My nonprofit has employee resource groups (ERGs) for LGBTQ+, Latinx, Black, and AAPI staff. They're popular, but I heard the EEOC says they might count as discrimination now. Do we need to shut them down, or is there a way to keep them safely?"

New EEOC guidance has nonprofits questioning whether DEI work — especially ERGs and affinity groups — puts them at legal risk. Megan and I break down what the rules really say, what's changing, and how nonprofits can protect themselves without abandoning their values. We also dig into the difference between ERGs and affinity groups, what's safe, what's risky, and why "don't panic" should be your new mantra.

What You'll Learn:

Bottom line: You don't have to throw out your DEI work just because the rules are shifting. With clarity, intention, and the right structures, your nonprofit can keep doing the work that aligns with your values — and stay compliant.

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Think your nonprofit's old emails and files are harmless? Think again. What you keep — and what you don't — could save or sink your organization.

It's Jess Birken here, and I'm back with my co-host Meghan tackling a topic that sounds boring but is way more important than you think: data retention policies and how they protect your nonprofit.

Real Listener Question: "I work at a nonprofit that serves trans youth. If the government starts targeting nonprofits, what can we do now to prepare and protect our data?"

If your organization collects sensitive participant info, donor data, or internal records, what you hold onto could be putting you at risk. From lawsuits to government inquiries, the wrong data strategy can leave you vulnerable. Meghan and I dive into why your nonprofit needs a data retention policy, what you should keep, what you should delete, and how to plan for changing political climates without panicking.

What You'll Learn:

Bottom line: Your data is both an asset and a liability. A clear data retention policy protects your nonprofit, your people, and your mission — and the best time to start is now.

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If your business is struggling, can you save it by turning it into a nonprofit? Short answer: probably not.

It's Jess Birken here, and I'm back with my co-host Meghan tackling a super common question from business owners who think running a nonprofit might be an easier path.

Real Listener Question: "I'm an instructor at a small figure skating school. It's been around for 30 years, but we're not making ends meet. The current owner doesn't want to run it anymore. Can we convert it into a nonprofit so we don't have to make a profit or have an owner?"

We hear this one a lot. A business isn't working, and people assume nonprofit status will solve everything. I mean, it's right in the name – you don't have to make a profit, right?! Meghan and I walk through why this logic doesn't hold up, the realities of converting to nonprofit status (hint: you can't), and what it really takes to start and sustain a nonprofit. If you're dreaming about skipping taxes and raking in grants, this episode will help you get real about what actually works.

What You'll Learn:

Bottom line: Nonprofit status isn't a quick fix. If your current business model isn't working, you need to solve that problem first — not just switch IRS categories and hope for the best.

Resources from this Episode

• Listen to Episode 89 to learn about conflicts of interest: https://birkenlaw.com/charity-therapy-podcast/ct089/

• Check out my friend Steve Boland's podcast at Next In Nonprofits: https://www.nextinnonprofits.com/podcast/

• Previous Episode: Breaking Down the IRS Changes for 501(c)(3) Status for Churches: https://birkenlaw.com/charity-therapy-podcast/ct144/

• Episode Transcript: https://birkenlaw.com/wp-content/uploads/2025/08/CT145_Transcript.pdf

Connect with Us

• Jess Birken: https://www.linkedin.com/in/jessbirken/

• Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/

Listen & Engage

• Listen on Apple Podcasts | Spotify | YouTube | Amazon Music

• Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"

• Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

Stay Connected

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

• Follow us on Facebook, Instagram, Twitter

Have you heard? The IRS just gave churches the green light to endorse political candidates.

It's Jess Birken here, and I'm back with my co-host Meghan to dig into a recent IRS policy change that could shake up the nonprofit and political landscape.

Real Listener Question: Not a listener question this time — Meghan brought the heat herself: "Did the IRS really just say churches can endorse political candidates from the pulpit? What does that mean for everyone else?"

This episode covers some breaking nonprofit news (well, as breaking as it gets around here). The IRS just shifted how it interprets the Johnson Amendment — and the result is that churches can now legally endorse candidates if it's "in connection with religious services." That's a big deal, not just for religious orgs, but for how money moves in campaigns and the broader nonprofit world. Meghan and I unpack what this ruling really means, how it might impact campaign finance, and why it feels like the rules suddenly don't apply equally anymore.

What You'll Learn:

Bottom line: This isn't just about churches. It's about the integrity of the nonprofit sector and the role transparency plays in public trust. If you care about clean campaigns and nonprofit accountability, you should be paying attention.

Resources from this Episode

• Learn more about the IRS changes to the Johnson Amendment: https://www.npr.org/2025/07/08/nx-s1-5460886/irs-now-says-pastors-can-endorse-political-candidates

• Hear our convo about the new IRS commissioner in episode 139: https://birkenlaw.com/charity-therapy-podcast/ct139/

• Previous Episode: What Happens If You Don't Do the Nonprofit Filings?: https://youtu.be/vxSB2wlR9N0?si=lmHHWL_dJU8R6Zia

• Episode Transcript: https://birkenlaw.com/wp-content/uploads/2025/07/CT144_Transcript.pdf

Connect with Us

• Jess Birken: https://www.linkedin.com/in/jessbirken/

• Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/

Listen & Engage

• Listen on Apple Podcasts | Spotify | YouTube | Amazon Music

• Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review"

• Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story

Stay Connected

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

• Follow us on Facebook, Instagram, Twitter

What would you do if you inherited a nonprofit… with 20 years of missing paperwork?

It's Jess Birken here, and I'm back with my co-host Meghan to dig into one of the messiest listener questions yet. A nonprofit has been operating off the radar for decades, and it's time to figure out what happens next.

Real Listener Question: "I just took on the treasurer role for a family nonprofit, but nothing's been filed since 2005. The bank account is still under the name of a deceased board member. I'm wondering if I should just start over with a new nonprofit. Is that even possible?"

This kind of thing happens more often than you'd expect. A well-meaning person takes on a board role and discovers the organization hasn't filed anything in decades. In this episode, Meghan and I unpack what to do when you find yourself in a nonprofit compliance nightmare. We cover how to figure out what kind of legal entity you're actually dealing with, how to protect yourself, and how to decide whether to clean up the mess or start fresh. If you're the one caught holding the bag for a nonprofit with a messy past, this one's for you.

What You'll Learn:

Bottom line: If you inherit a messy nonprofit past, you are not alone. You can't fix everything that came before you, but you can take charge today and make sure the future is solid.

Resources from this Episode

Connect with Us

Listen & Engage

Stay Connected

Your nonprofit's 501(c)(3) status just got revoked – now what? Don't panic! Your organization still exists, but here's what you need to know.

It's Jess Birken here, and I'm back with co-host Meghan to tackle one of the most common (and scary-sounding) nonprofit disasters: losing your tax-exempt status.

Real Listener Question: "Our 501(c)(3) was revoked last year, and we have a community cleanup event coming up. Can we still do this event? Are we open to more liability?"

We're breaking down the biggest misconception about revoked tax status – your nonprofit doesn't disappear when you lose 501(c)(3) status! Plus, we're calling out "Uncle Larry" (you know, that volunteer who promised to handle your 990s for free) and explaining why delegation doesn't absolve board responsibility.

What You'll Learn:

Bottom line: Losing 501(c)(3) status is like changing your tax filing status from "married" to "single" – you still exist, you just need to get your label back. Remember: This happens to small nonprofits all the time. You're not alone, and it's fixable. Focus on moving forward, not beating yourself up.

Resources from this Episode

Connect with Us

Listen & Engage

Stay Connected

Nonprofits - how do YOU communicate about the dreaded "overhead" expenses? You know that pie chart everyone uses to show how much money goes directly to programs? Yeah, I want to toss it out the window. We'll talk about why those "eight cents" on the dollar that cover essential administrative expenses are not wasted but actually crucial for keeping your nonprofit running smoothly.

In this episode, we're tackling a nonprofit pro's question about updating an employee handbook. Should you hire a pro bono lawyer who DOESN'T do employment law or invest in an HR expert? Spoiler alert: Your uncle Larry, the PI lawyer, might not be the best fit here. It's all about making smart investments in your nonprofit's operations and HR to avoid headaches down the line. Trust me, you'll thank yourself later when you don't end up in a legal pickle.

So, grab your headphones and join us for a lively chat about transforming how nonprofits communicate their spending to donors. We promise some laughs, a few rants, and a whole lot of practical advice. And remember, it's okay to spend money on things that keep your nonprofit running well! Let's rethink the way we tell our financial stories and embrace the true costs of running an amazing organization.

Why you need to delete that outdated nonprofit overhead pie chart

Whether pro bono is the right way to go with your employment law needs

Some of our recommendations for tools to keep up with all the changing HR rules

The real relationship between the back-office and your direct mission programming

How you can REALLY communicate success to your donors

What your fiduciary duties really have to do with all our worries about "overhead"

Propel Article - A Graphic Re-Visioning of Nonprofit Overhead: https://propelnonprofits.org/blog/a-graphic-re-visioning-of-nonprofit-overhead/

The Five Whys: https://en.wikipedia.org/wiki/Five_whys

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

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

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.

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 answering the big question on a LOT of nonprofit leaders' minds - what can the president really do to a nonprofit? We're getting to the answer, but first - remember to take a deep breath and take care of yourself before taking any action for your nonprofit!

There's a lot of fear and uncertainty about what kind of measures the Trump administration could take against nonprofit. It's easy to get lost in the conspiracy theories and "creative" ways to protect your mission. But no longer! Meghan and I break down the legal boundaries and explain why panic-driven decisions aren't the way to go. We're here to debunk myths about the government seizing assets. So, if you're feeling lost in today's nonprofit landscape, join us for a dose of reassurance and a few laughs along the way.

What powers the president has over individual nonprofits

What circumstances (if any) that could lead to the government seizing nonprofit assets

How nonprofit leaders can take care of themselves during times of stress

Why some of the "creative ideas" to protect your nonprofit aren't a good idea

A simple and effective step you CAN take right now

Listen to our episode about HR 9495: birkenlaw.com/charity-therapy-podcast/ct132

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

Facebook page: www.facebook.com/birkenlaw

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.

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.

Welcome to another episode of Charity Therapy, where we tackle the chaos we're all experiencing at the IRS.

In this episode, we're diving into the bewildering world of nonprofit tax exemptions. Imagine the IRS as a maze, and we're here to help you navigate it without losing your mind. We'll unpack why things are moving slower than molasses, from the recent leadership shuffle to the current eight-month wait for tax exemption applications.

Dealing with the IRS isn't anyone's idea of a good time, but we're here to make it less painful. We'll talk about how the revolving door of IRS commissioners is creating an atmosphere of uncertainty for the IRS. But don't worry, we have advice to help you handle these long wait times and the importance of precise tax filings. Remember, you're not alone in this—reach out for professional help if you need it.

Finally, let's share some laughs and commiserate over the IRS adventures we've all faced. We invite you to share your own IRS stories, because who doesn't love a good tale of bureaucratic woe? .

Why the IRS is taking forever (like eight months!) to process nonprofit tax exemption applications and how this affects you

The chaotic leadership changes at the IRS

The scoop on how this IRS turmoil impacts nonprofits and why your tax filings need to be spot-on right now

Long waits and grumpy calls with the IRS, and why you should get your nonprofit paperwork right the first time

Tips and tricks to streamline your nonprofit's tax exemption process and minimize stress during these uncertain times

Download my 2025 Survival Guide: https://birkenlaw.com/2025-survival-guide

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

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

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.

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, we're tackling a big question from the headlines - can the President choose whether you get tax exemption? While President Trump may threaten a university like Harvard, what can he actually do?

Meghan and I break down what the President can and cannot do with nonprofits AND what it would like to really lose your tax exemption. Spoiler alert - it's not a quick process! In this episode, we'll bust some myths and give you the lowdown on how these things really work and what to do if you ever find yourself in a sticky situation.

Worried about the political winds shifting against your nonprofit? You're not alone! We're tackling those concerns head-on, especially for organizations whose missions might not sit well with the Trump administration. We've got your back with some solid strategies to stay resilient, like focusing on building strong relationships with donors and staying on top of IRS compliance. Remember, it's not about panicking but being prepared and informed.

The main message is this: don't let fear take the wheel. Whether you're worried about rule changes or just want to make sure your nonprofit is on solid ground, we're here to guide you through it all with a smile and a bit of humor. So tune in, get comfy, and let's navigate these political waters together!

How the IRS goes about revoking an organization's tax exempt status

Whether the president can single-handedly revoke a nonprofit's tax status

What powers the president really has in an executive order over nonprofits

How nonprofits in hot-button mission areas can prepare to weather the storm of increased scrutiny under this administration

The important preventative measures every nonprofit should be taking, no matter the political environment

Download my 2025 Survival Guide: https://birkenlaw.com/2025-survival-guide

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

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

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.

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.

Welcome to this episode of Charity Therapy! I'm Jess Birken, and today we're diving into the wild world of nonprofit leadership.

I've got David Rhode, a super-smart nonprofit coach and author, joining me to give all kinds of advice for nonprofit executive directors. We're tackling a juicy listener question about a micromanaging board member who's causing a bit of a headache. Trust me, we've got some great strategies to share that'll help you balance gratitude with boundary-setting.

Transitioning from a working board to a governing board can feel like trying to solve a Rubik's Cube in the dark, especially when leadership roles are changing. With David's guidance, we explore how to keep board members engaged by giving them roles that match their strengths. Don't worry, we've got tips on keeping things fair and professional, ensuring everyone knows their lane.

And let's not forget the fun twists of gender dynamics and generational differences. David and I chat about the importance of continuous learning and having a support network. Plus, we've got some motivational pep talks for those days when you're just trying to keep your head above water.

Tune in for some personal stories, professional advice, and a few laughs as we empower you to lead with confidence and cultivate a culture of respect in your nonprofit world.

How to navigate the tricky waters of board dynamics and leadership

Some no-nonsense tips on how to set boundaries with a board member

How to transition from a working board to a governing board

How to step into your role as the boss

David's advice for building your own support network

How to stand up and claim your turf (respectfully!)

What to do when doing the same things over and over again just won't cut it anymore

Buy David's Book, Passion Isn't Enough: https://dotdotorg.com/my-book

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

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

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.

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.

Welcome to another episode of Charity Therapy, this time with the incredible Patrick Kirby! Together, we're taking the fear out of fundraising. Patrick is here to help us shake off those common fundraising myths that might be holding us back. Think donations just happen magically once you get your C3 status? Or that fundraising is too intimidating? Think again! Patrick shows us how to embrace curiosity and see fundraising as a chance to make genuine human connections and grow your network. Plus, we chat about gearing up for the challenges of 2025, but with a positive twist!

We celebrate the good vibes in nonprofit fundraising, focusing on stories of kindness that shine brighter than any doom and gloom news. Patrick, author of "Fundraise Like a 5th Grader," shares how tapping into the enthusiasm and honesty of a fifth grader can transform your fundraising efforts. He also gives tips on effective communication to build stronger relationships with donors. We're inviting you to join the conversation with your stories and feedback, so we can create a supportive community that uplifts one another.

And hey, if you've enjoyed the nuggets of wisdom and the shenanigans in this episode, why not share it with a friend? A five-star review would also make our day! Got a question or story? We'd love to hear it! Reach out and let's keep spreading those good vibes. Thanks for tuning in, and remember, fundraising doesn't have to be scary—it can be a whole lot of fun when you have the right mindset and approach. See you next time!

The big myths out there around nonprofit fundraising

How to shift from fear to curiosity in fundraising

How channeling your inner fifth grader is the secret to great fundraising

Why your mindset and attitude make all the difference

How to build a supportive community

Buy Patrick's new book: www.dogoodbetterconsulting.com/fundraiselikea5thgrader

Do Good Better Consulting: www.dogoodbetterconsulting.com

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

Facebook page: www.facebook.com/birkenlaw

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.

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 Jess Birken here, and I'm thrilled to have you join me and Meghan for this episode of Charity Therapy. We're diving into the world of DEI (that's diversity, equity, and inclusion), specifically about the Trump administration's Executive Order 14151, which is causing quite a stir.

In this episode, we're tackling the fears and misconceptions head-on. We've got a listener question - is it still allowed to start a nonprofit that focuses on BIPOC access in the arts? Short answer? Yes! But we'll talk about what the executive order IS doing to nonprofits who focus on DEI. Plus, we'll chat about why it's crucial to get accurate info and not just rely on the latest social media buzz. Remember, it's all about staying informed and confident in your mission, even when things seem a bit uncertain.

Feeling a bit overwhelmed? You're definitely not alone. We all need a reminder to pause, breathe, and reach out for support when things get tough. So, let's get comfy and have a real talk about navigating these challenges together. And hey, if you know someone who needs a bit of encouragement, share this episode with them. We're all in this nonprofit journey together, and I'm here to help guide you through it.

What Executive Order 14151 means for DEI in the federal government

Whether nonprofits can still support DEI initiatives in 2025 and beyond

Common misconceptions about DEI

The real effect of Trump's EO for nonprofits working with marginalized communities

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

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

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.

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, Meghan and I are diving into nonprofit closures, especially when those COVID-19 EIDL loans are involved. If you've ever wondered what to do when your nonprofit has to shut down but you still owe Uncle Sam a bunch of cash, this episode is for you.

What's the deal with EIDL loans, and how do they affect your nonprofit when it's time to close up shop? Meghan and I break it down, chatting about the steps you need to take and the legal stuff you might not have thought about. We'll walk you through the ins and outs of handling these federal loans as your organization winds down. And trust me, even if you're not a legal whiz, you'll come away with a clearer understanding and maybe even a chuckle or two.

Got questions or a story to share? We'd love to hear from you! Head over to our website and join the conversation. This is your chance to connect with others in the same boat and maybe get some solid advice to help you out. And remember, even when the going gets tough, you're not alone. We're all figuring this out together, one step at a time.

How to deal with those tricky EIDL loans when you're considering dissolution

The importance of understanding contracts, especially when financial troubles are looming

How to responsibly close down your nonprofit, ensuring you've notified all your creditors

The lowdown on EIDL loans: a big consideration if you're closing up shop

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

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

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.

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, let's talk nonprofit leadership transitions! I'm your host, Jess Birken, and I've teamed up with Roger Meyer from Mighty Consulting to tackle the big questions: What happens when your nonprofit's founder suddenly steps down? How do you keep the ship steady when it feels like the captain just jumped overboard? We'll chat about the crucial role of an interim executive director, who can swoop in like a superhero to keep everything from falling apart.

We're also taking a hard look at nonprofit boards. Is YOUR board ready to step up?. We'll explore how boards can be ready for big changes, genuinely understand their organization's financial health, and avoid the chaos of unexpected leadership changes. Plus, Roger has some solid advice on why you shouldn't rush to promote the next person in line without a game plan.

Finally, I want you to know you're not alone on this journey. We all need a little help sometimes, and this episode offers some guidance and support. Feel free to join our community by sharing your thoughts and questions, and help us keep this important conversation about nonprofit management going. Thanks for tuning in, and let's tackle these challenges together!

What an interim executive director does, and how they can be the superhero of your next executive transition period

Why the board needs to rally and realize their full power to keep things on track

The reason board members need to truly care about the mission and not just be seat-fillers

How the big question of money will affect leadership decisions

Why rushing to fill the executive director role can lead to chaos

Cost-effective solutions when you can't hire an interim ED

How to keep your cool and be intentional in the face of big change

Learn About Roger & Mighty Consulting: mightyconsulting.org

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

Facebook page: www.facebook.com/birkenlaw

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.

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.

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

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

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.

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, 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!

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

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.

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.

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

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

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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!

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

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

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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.

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, 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!

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

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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.

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!

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

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

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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.

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 enthusiasts! In this episode of Charity Therapy, Jess is joined by her good friend and nonprofit fundraising guru, Ephraim Gopin, to chat about the highs and lows of Giving Tuesday and year-end fundraising. Spoiler alert: Ephraim isn't the biggest fan of Giving Tuesday.

We dive into listener questions, including one from someone whose Giving Tuesday campaign didn't quite hit the mark. We discuss setting realistic goals and understanding donor moods—especially during the chaos of Thanksgiving when everyone's minds are on turkey and Black Friday deals.

Ephraim and I also explore alternative approaches, like Gratitude Tuesday, which is all about appreciating your donors instead of chasing after their wallets. Ephraim shares some fantastic advice on managing board members' expectations, emphasizing the importance of building relationships rather than just focusing on the almighty dollar. Plus, we highlight why sometimes skipping a Giving Tuesday campaign can actually be a strategic move backed by solid data.

Thanks for tuning in, and remember: fundraising is about building bonds, not just bucks!

Tearing apart Giving Tuesday. Spoiler: Ephraim Gopin gives it two thumbs down!

Setting goals is great, but setting realistic goals is even better

Thanksgiving Vibes vs. December Giving Feels: Newsflash! People are more about turkey and travel during Thanksgiving

Hitting board members with data and implementing Gratitude Tuesday

Keep trying new things and learn from both your wins and your epic fails

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

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Sign up for the 1832 Communications newsletter: 1832communications.com/nonprofit-newsletter

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.

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 diving into the wild world where nonprofits and for-profit businesses collide.

Ever wondered what happens when one person owns both a nonprofit and a business? Spoiler alert: it can get messy. We'll answer your burning questions about these murky waters, help you spot the red flags, and remind you why transparency is crucial. Plus, we'll chat about how the IRS keeps a close eye on potential scams and insider deals.

We won't sugarcoat it—things can get shady when a nonprofit starts buying from its owner's business. We're talking about the nitty-gritty of private inurement and excess benefit transactions. If that sounds like a foreign language, don't worry—we break it down in plain English. We'll even throw in some hypothetical scenarios to help you see the potential tax perks and pitfalls. Whether you're a nonprofit newbie or a seasoned pro, you'll leave this episode with a better understanding of what to watch out for.

Finally, we tackle the tricky topic of scams. They're not just harmful—they're often pointless, too! We encourage you to cut ties with any sketchy schemes and share your stories with us. Got a friend tangled up in a dubious venture? We'd love to hear about it and offer our take.

Remember, you're not alone on this nonprofit journey, and we're here to help you navigate it with a bit of humor and a lot of heart.

Spotting sneaky nonprofit tricks: nonprofits linked to for-profit businesses and suspicious money flows between them

Why owning both a nonprofit and a for-profit can lead to IRS issues and is usually discouraged

How nonprofits purchase from the owner's business, hinting at potential misconduct

Scams, avoiding shady dealings, and adhering to nonprofit ethics

Nonprofits require effort and aren't a shortcut to riches

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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.

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 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!

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.

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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.

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!

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

Check out Next in Nonprofits: www.nextinnonprofits.com

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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.

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.

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

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

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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.

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 taking you on a wild ride from the wacky world of the Minnesota State Fair to the serious yet often misunderstood role of a nonprofit founder.

We dive into the heart of the matter: what does it really means to start a nonprofit? Spoiler alert: unlike for-profits, it probably doesn't mean any cash in your pocket. Intrigued? Stick around to find out why this is so crucial for keeping charities honest and effective.

We tackle a listener's query about founder rights when the board calls it quits. There's a big myth that founders have ownership rights, and we're here to bust that myth wide open. When a nonprofit closes, its assets go to another nonprofit, not into the founder's pocket. We know this can be a tough pill to swallow, especially if you're super passionate about your mission. We offer some advice on how to keep your cause alive, even if it means starting fresh. We chat about the tough realities of giving up control to a board and offer some fun, light-hearted moments to keep things balanced.

So grab your favorite fair food (maybe skip the dill pickle lemonade) and join us for a deep dive into the ups and downs of nonprofit founding.

Learn about nonprofit dissolution: birkenlaw.com/charity-therapy-podcast/ct115

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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.

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, 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!

Mission Guardian: www.missionguardian.com

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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.

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 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!

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

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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.

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.

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!

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

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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.

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.

Ever wondered what nonprofits can and can't do when it comes to politics?

On today's episode of Charity Therapy, Meghan and I are diving into the tricky world of political activities for 501c3 nonprofits. We'll chat about the dos and don'ts of voter engagement, why 501c3s can't endorse candidates, and how 501c4s have more wiggle room in the political arena. Plus, we touch on the buzz around the Heritage Foundation and Project 2025. Spoiler: it's more complicated than you think!

We also tackle some common misconceptions about how the IRS handles complaints about nonprofits. It's not as simple as just filling out a form and sending it off. We'll talk about the reality of IRS oversight, the importance of detailed documentation, and why state attorney generals might be your best bet if you suspect a nonprofit is up to no good. If you've ever wondered how to properly report nonprofit misconduct, this episode is a must-listen.

By the end of our chat, you'll have a clearer understanding of the rules nonprofits need to follow, and you might even find some humor in the chaos of IRS paperwork (yes, really!). Grab a cup of coffee, sit back, and let's navigate these nonprofit political regulations together.

The political dos and don'ts of 501c3 nonprofits

501c4s have way more freedom in politics than 501c3s

Can you really shut down Project 2025 by filing a complaint with the IRS?

Why filling out Form 13909 isn't a magic wand

The IRS is like a turtle while, state attorney generals are more like watchdogs

How a TikTok-driven complaint tsunami can further slow down the IRS

File real evidence against a nonprofit with both the IRS and the state attorney general

IRS Form 13909: www.irs.gov/pub/irs-pdf/f13909.pdf

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Facebook page: www.facebook.com/birkenlaw

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.

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, we're diving deep into nonprofit finances to help you safeguard your organization from fraud.

We'll walk you through essential internal controls like segregation of duties, setting up a budget, and making sure transactions get a second set of eyes. Trust me, even if your team feels like family, these steps are crucial to keep everything above board.

We also share a real-life nail-biter involving a nonprofit treasurer who's up to no good—think missing funds and some shady behavior. We'll break down the best ways to handle this sticky situation, from potentially taking legal action to quietly resolving things to protect your nonprofit's good name. We're here to help you figure out when to take the high road and when to call in the big guns.

Throughout the episode, we sprinkle in a bit of humor and empathy because, let's face it, dealing with financial fraud can be super stressful. We'll remind you that you're not alone and give you practical tips to prevent these issues from cropping up in the first place.

Grab a cup of coffee, get comfy, and let's tackle this together!

The nitty-gritty of nonprofit financial controls

Even if your team seems trustworthy, you still need those checks and balances!

Why it's crucial to split up financial tasks among different people

The dangers of having one person in charge of everything

The magic of setting a budget and ensuring everyone's on the same page about where the money's going

The juicy details of a real case where a nonprofit treasurer is suspected of sneaking $1,500 into their own account

The tricky balance between going public and keeping things quiet

Practical advice on whether to call the cops or handle fraud cases quietly to protect your nonprofit's reputation

The difference between minor slip-ups and massive fraud.

How to deal with each situation and the importance of protecting your nonprofit's assets

Key tips on internal financial controls, using budgets wisely, and focusing on what's best for your organization

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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.

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

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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.

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.

Ever find yourself tangled in the mess of restricted donations and wondering how to keep everything legal and ethical? Well, you're in luck!

In this episode of Charity Therapy, Meghan and I are here to help you navigate the tricky world of restricted funds with a whole lot of laughter and practical advice. We start with some hilarious stories about my duck-raising adventures—yep, lots of duck eggs—before diving into your questions about handling these special donations.

We chat about what restricted gifts really are, using some famous examples like the Red Cross fiasco, and why it's so important to stick to donor wishes to keep trust intact. Meghan and I discuss the tough decisions nonprofits face, like when someone offers a huge donation for something big, like buying a building. Spoiler: It's not always as awesome as it sounds! We emphasize involving your board and considering all the costs before jumping in. We even suggest alternatives like short-term leases to avoid financial pitfalls.

This episode is packed with useful tips on responsible fundraising, managing restricted funds without losing your sanity, and ensuring you don't accidentally break any rules. Plus, we answer some great listener questions, giving you real-life scenarios and solutions.

Whether you're new to the nonprofit world or a seasoned pro, this episode has something for everyone. Grab your headphones, get comfy, and let's dive into the fun and fundamentals of restricted funds!

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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.

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.

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!

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

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

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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.

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'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!

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

https://tcbfundraising.com/

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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.

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 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.

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

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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.

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.

Ever thought running a charity is all about helping people and feeling good? Strap in because Meghan and I are about to take you on a wild ride through the real ins and outs of starting and keeping a nonprofit afloat. Spoiler alert: it's not all sunshine and rainbows. There are hoops to jump through and some pretty sticky rules that can trip you up. But don't worry. We're here to help you through it without pulling your hair out.

In this episode of Charity Therapy, we get super honest about how starting a nonprofit isn't as simple as just wanting to do good things. There's a bunch of rules and paperwork that can make your head spin. We talk about why it's tough and why sometimes the best thing to do might be to skip starting a nonprofit altogether. Yep, you heard that right. Sometimes, it's easier to help in your community without all the formal stuff. We're here to share our stories and tips and remind you that if you're feeling overwhelmed, you're totally not alone.

Lastly, if you're already running a nonprofit and find yourself tangled in red tape, we've got your back. We dive into why there are so many rules and what you can do instead of getting stuck. We even tackle the big question: why is it all set up this way? Trust me, we feel your pain, and we might just have a few laughs along the way because sometimes you've just got to laugh to keep from crying, right?

So come hang with us, bring your toughest questions, and let's navigate this nonprofit jungle together.

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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.

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've got a real treat for you in this episode of Charity Therapy. It's all about finding that sweet spot for your nonprofit's mission and vision without tripping over those pesky legal lines.

Meghan and I dive into why your mission should feel like a finish line you can cross—not just some far-off dream you're chasing forever. We also get real about those missions that are so big and messy that they could keep you busy till the end of time. But don't worry—we're all about keeping it real and making sure you've got goals you can tick off your list.

Then, we're chatting about sprucing up your mission to match all the cool new stuff your nonprofit is up to. Because let's face it, your group isn't the same as it was 20 years ago, and neither should your mission statement. I'll let you in on the secrets of keeping it fresh and legal so the IRS stays off your back while you're out there changing the world. Remember, it's like giving your nonprofit a new haircut—you want to look sharp but don't want to end up with a style that screams, "I lost a bet." Lastly, we're giving high-fives to those forward-thinking nonprofits planning for the future like champs.

Together, we're making the nonprofit journey less of a solo hike and more of a group road trip—complete with cheesy snacks and off-key singalongs. Let's hit the road and make some magic happen for your nonprofit!

Diving into the confusion between nonprofit mission vs. vision

Why mission vs. vision is like comparing your wildest dreams to the steps you need to take toward them

The achievability of a nonprofit mission can be a can of worms

Being too successful might put you out of business

Updating your mission statement and keeping the tax folks happy

Broadening your mission statement to help growth, but clarity is key!

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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.

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.

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

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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.

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!

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

Allison Welch Consulting: www.allisonwelchconsulting.com

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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.

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.

You're about to dive into a podcast episode that's gonna change the game for your nonprofit's events.

On this episode of Charity Therapy, Alicia Baraga joins Jess, and she's the superstar behind Ripple Event Marketing. We're unpacking all the tips and tricks to create fundraising events that are as unique as your mission – and it's not just about throwing another boring gala.

Jess and Alicia kick things off by chatting about the wildest events they've seen, from a beanbag tournament on a baseball field to a dueling piano showdown in an airplane hangar (yep, you heard that right!). We'll help you figure out who your crowd is and how to plan something they'll actually want to show up for, all without breaking the bank. Alicia dishes out the real talk on why it's super important to set clear goals so you can high-five yourself when your event is a smash hit.

We know money can be tight, especially when you're just starting out. That's why we talk about where you can be smart with your budget, like maybe picking up some know-how from a course like Event Brand Boot Camp instead of hiring a full-blown event planner right off the bat. By the end, you'll have a bunch of resources and enough confidence to plan an event that might just be the talk of the town.

Tune in, take notes, and get ready to throw an event that will have everyone buzzing with excitement!

Alicia Baraga spills the beans on rocking nonprofit events with limited cash and space

Pinpoint where you really need help and consider taking a class like Event Brand Boot Camp

Unique venues can turn a blah event into the talk of the town

Sponsorship is about making friends with local businesses who dig what you do

Find sponsors early in the planning stage

Talk to your boss about funding your event

Alicia's Brand Bootcamp: https://rippleevent.teachable.com/p/event-brand-bootcamp/

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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.

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 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.

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

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

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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.

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, 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!

"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

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

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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.

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 headfirst into the exciting world of nonprofit boards of directors - and specifically, how to bring in new board members! We know - it sounds like something only a paperwork-loving lawyer could adore, but stick with us. It's going to be fun!

On this episode of Charity Therapy, we're peeling back the curtain to reveal how to get those new board members feeling like part of the family in no time. Trust us, it's a game-changer for your nonprofit's success!

We've all seen it – that fresh-faced board member shows up eager to help, only to be left bewildered by acronyms and inside jokes from meetings long past. Not on our watch! We're sharing tips on how to avoid those "deer in the headlights" moments with a warm welcome and some super practical steps. Think of it as setting up a board member playdate where everyone ends up besties, complete with secret handshakes (okay, maybe not that far). But seriously, we're making sure you have the know-how to guide those newbies from clueless to clued-in, ensuring they're ready to make those big, important decisions confidently.

We're not just chatting about the best practices; we're serving up real-life "I can actually use this" advice. From crafting a welcoming packet that doesn't bore people to tears to pairing up your new board member with a seasoned pro who can show them the ropes – we've got you covered. Plus, we're tackling how to mix in a little bit of that special sauce – your organization's culture – so that everyone's singing from the same song sheet.

So, grab your headphones and a comfy chair, and let's turn the sometimes bumpy road of board onboarding into a smooth ride to success!

The overlooked part of nonprofit life: onboarding new board members

Why onboarding board members is just as important as hiring new employees

How to make new board members feel ready to tackle their roles

What is a "board buddy" and why you should use them

How the nonprofit's core values will help you identify and integrate new members

What processes for recruitment and onboarding you need

How to get new board members up to speed so they can make informed decisions right from the start

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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.

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.

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

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

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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.

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 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.

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

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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.

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 dig deep into Founderitis, also known as Founder's Syndrome, in the world of nonprofits.

As we answer a listener's question about balancing founder power and decision-making, we explore planning for a future that extends beyond a founder's tenure. Trust us - it's not about having absolute control but about sustaining your nonprofit's mission for the long haul!

Navigating the nonprofit world can feel like crossing a minefield blindfolded, especially when dealing with Founderitis. How are you supposed to grow when you've got someone clutching the reins of the org with a vice-like grip?! But fear not! Meghan and I are here to guide you through the rocky terrain. We'll be sharing some nuggets of wisdom on how to sidestep the pitfalls of Founderitis behavior. We've got you covered, from building an effective board to fostering relationships with potential new members.

Another important point in preventing (or treating) a case of Founderitis? Your bylaws and governance practices. Remember, being a charismatic leader isn't about keeping complete control; it's about ensuring your nonprofit's mission continues to thrive, even when you're no longer at the helm.

Sit back, grab a cup of your favorite brew, and let's dive into Founderitis and nonprofit governance!

What is Founderitis or Founder's Syndrome

Why it's a bad idea to write rules that give the founder too much power

The nonprofit's mission should be bigger than the founder

The problems with Founderitis in the nonprofit world and how to avoid it

Building a kick-ass board and getting to know possible new members

When to get help when writing rules that prevent Founderitis

Being a great leader means making sure the nonprofit's mission keeps going strong

How to engage new potential board members in your organization

How the nonprofit's culture can make-or-break Founderitis problems

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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.

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.

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

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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.

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 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.

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

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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.

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, 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!

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!

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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.

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, 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.

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

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

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.

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!

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

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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.

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 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!

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

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

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

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.

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.

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!

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.

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

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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.

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! 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!

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

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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.

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 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.

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!

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

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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.

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 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.

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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.

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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.

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 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!

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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/

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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 tackle another fundraising question - this time about dealing with difficult donors. This episode is a prime example of why it's SO important to stay focused on your organization's mission, rather than bending to every whim of potential donors. Listen in as we share personal experiences of how being too accommodating to the folks with the big bucks can actually harm your nonprofit, and why it's crucial for organizations to have the courage to say no.

We do a deep dive into a listener's tricky situation with a demanding donor as they try to stay true to the organization's mission. This situation is the perfect case study of why it's crucial that we as nonprofit folks cultivate a real relationship with donors, instead of just treating them like a set of deep pockets. Plus, we'll share some ideas of how to handle donor requests that just don't align with your org's goals.

Finally, you'll hear about how questionable fundraising practices can impact your entire nonprofit. Is the culture of your org all about the almighty dollar, or are there other values being displayed in your fundraising? So, join us for this convo to explore the delicate dance between making donors happy and staying true to your organization's mission.

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I'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. I'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.

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.

Everyone wants to be an insider, right?! Well for nonprofits, that "insider" label can make things a little more complicated. Conflicts of interest have entered the chat! Can board members be hired to be the org's Executive Director? What about hiring family members? When is an insider just too close for comfort? Meghan and I tackle one HUGE question getting into all the nitty-gritty, so don't miss this one!

Join us in the restricted section for the episode – the restricted gifts section, that is! Today, Jess and Meghan break down what a restricted gift is and what exactly it means for your financials to accept one. What happens if you can't spend a restricted gift for the reason it was gifted? Can you just move money around? And what happens if you accept a restricted gift that maybe isn't the best idea for the nonprofit? Tune in to get the 411 on restricted gifts, grants, and donations!

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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.

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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!

The nonprofit world throws out that "501(c)(3)" moniker left and right – but what does that really mean? The IRS doesn't always communicate in ways the average person can (or should!) understand. So let's break it down – what are you really exempt from when you're tax exempt? What's the difference between a c3 public charity and a c3 private foundation? Tune in to find out!

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.

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!

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!

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.

No one gets into nonprofit work because they LOVE all the paperwork, but that doesn't mean you're exempt from doing it (sorry!). There are some core documents that every nonprofit needs to keep up with – especially when you're growing and evolving. So think about it – do you know where your articles and bylaws are? AND what they say? Tune in to learn why this is so important!

Nonprofits need to have a board - but how is that board supposed to make decisions? Today, we're getting into your board questions, all about redonk quorums, bureaucratic nightmares, and absentee board members. You don't want to miss this one!

Tis the season for… Giving Tuesday! The Tuesday after Thanksgiving, every nonprofit you've ever thought about will be contacting you about giving to their Giving Tuesday campaign. But should they? We're bringing our episode with Ephraim Gopin of 1832 Communications to cover the good, bad, and ugly about Giving Tuesday and year-end giving. Tune in!!